Questions tagged [dynamics-crm-2016]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. This tag is reserved for Dynamics CRM 2016.

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service.

This tag is reserved for Dynamics CRM 2016.

Olders versions

704 questions
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Create managed form Dynamics CRM

I'm building managed solution and created a new form on account. This form is unmanaged and because of that this managed solution can't be deleted from end users crm. Is there a possibility to create managed form in dynamics crm? I didn't find it in…
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Show Order ID in Dynamics CRM Order Look up instead of Order Name

In Dynamics CRM 2016 (on-prem), I've custom child entity Partiesthat have a look of type order. Currently it is working properly and it is showing order name but I want it to show Order ID. I tried to resolve by creating my own view, adding order…
AQ Dev
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delete word templates in CRM 2016

I created word templates for an entity How can I update/delete/edit existing templates that I created for an entity? I tried to navigate to Settings->business->Templates but its not showing the ones that I created
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Updating account details without accountid Dynamics CRM

I am making a short program to update values in Dynamics CRM 2016 through the web API however, the examples from Microsoft always use the account guid such as, PATCH [Organization URI]/api/data/v8.1/accounts(00000000-0000-0000-0000-000000000001)…
Slavi
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Creating a facility/equipment through c# code with work hours setting var-by-day

I was trying to create a facility/equipment and setting its work hours through c# code, i am successfully able to create the facility and set its work hours. I am able to set the work hours at Freq = Daily/Weekly. The problem i am facing right now…
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Microsoft Dynamics CRM 2016

I am trying to write a fetch xml to retrieve BusinessUnitID and Equipment ID from Facility/Equipment Entity, i have written this fetch xml in c# code, but it throws a null reference exception/System.NullReferenceException in the line (BOLD'ed…
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Dynamics CRM: How do I make a javascript function trigger every time a field/control on the form gains focus?

I'm on version 2016, if that matters. I have a javascript function that I need called every time a field on the form gains focus. My end goal is to make it so if a lookup field gains focus, the text is auto-highlighted so there's no need to click it…
Mike
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getting list of records in a subgrid using webapi or fetchxml

I want to get list of all records that are in a subgrid in a form Is there a way to get it using some api call or using javascript? The below code will fetch the rows if the subgrid is available in the form but I don't want to have the subgrid in…
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CRM 2013/2015/2016 subgrid popout, retain fetchxml query

I have a subgrid on my form which I assign a dynamically generated fetchxml query using javascript. When the user clicks on the subgrid's "pop out" button, the query is lost and it displays the default view for that entity. The user needs to be able…
noobie
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Creating relationship among records in subgrids in CRM

I have two subgrids Parent Children Now I will be adding entries to it from the contact entity What I want to achieve is, I want to create parent-child relationship among the data that are there in these two subgrids so that I can use it for…
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Microsoft Dynamics CRM 2016 Service Entity field create

I was trying to create a link b/w custom entity(PK) and "service entity", so i was trying to create a field (Foreign Key of custom entity) in service entity. I am not able to create a field in service entity as it is not allowing me to customize. I…
Rahul J
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Microsoft Dynamics CRM 2016 Web API Put request clears value

I'm trying to use a put request to update Dynamics CRM. When I run the following python code I get a 204 response, but instead of updating a value it clears it. For example firstname gets updated to null instead of "WebApiUpdate". import…
mucle6
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CRM 2016 On-premises Installation with no Internet connection

I have an issue regarding CRM 2016 On-premises Installation with no Internet connection. At the "Download and Install Required Components" page - The installation program somehow required internet connection for downloading the all components … I…
ItzikBS
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Difference between Legacy Mode and TurboForm mode Dynamic crm online 2016

It's there a documentation to get the difference between Legacy mode vs "normal mode" load with turbo form in Microsoft Dynamics CRM Online 2016. We actually have some probleme with that and i need to find a source about that. example. With IE when…
Cédric Boivin
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Dynamics CRM Online 2016 - roll up field not calculating accurately in a custom entity

Dynamics CRM 2016 Online. It seems that the rollup field is not calculating accurately (please see picture). I have 2 custom entities - Menu, Recipe which has 1:N relationship Am I missing something here? Rollup (field) VS actual(on a…