Forum Post: RE: Opportunity Products not Associated to Accounts
Hi Connor, Order product, quote product and opportunity product behave in their "strange" way. To reach your goal you could try to add a N:N relation with the Account of the Opportunity by Plugin and...
View ArticleForum Post: RE: Error in Sitemap editor
Hi Plissken, proceed as follows: 1) Add sitemap to a new solution 2) Export and unzip 3) Edit customizations.xml 4) Comment progressively "half of tags" per Groups (and then "half of tags" and so on...
View ArticleForum Post: RE: Creating SRSS report visual studio and adding it to CRM issue
Hello, Can you please post screenshot of datasource/connection that you use to connect to CRM?
View ArticleForum Post: RE: Unable to select entity while creating entity list
Hi Indra, it seems you need to unlock Entity Name to value it. Have you some customization which lock this field? Please let me know. If you found the answer helpful, please mark as Verified Join my...
View ArticleForum Post: RE: ERP integration with DynamicsCRM
Hi Slim, the standard scenario is the following: 1) OWNERSHIP If records exists yet in ERP, ERP is master for: Accounts Products Price list Invoices CRM is master for: Quotes Orders Lead Contact 2)...
View ArticleForum Post: RE: Error in Sitemap editor
Hi Francesco, sorry I was too quick to create this question but missed some details. 1.) I already tried to import a default sitemap for example from xrmtools -> did not help 2.) In the Url I can...
View ArticleForum Post: RE: Dynamics CRM 2016 Sp1 compatibility with SQL Server 2016 RTM UC2
Hi Juanagre, please refer to the following page to check compatibility: https://support.microsoft.com/en-us/help/3124955/compatibility-with-microsoft-dynamics-crm-2016 Hope it helps! If you found the...
View ArticleForum Post: How to reference last date of year in Calculated field
Greetings. We sell long term projects and services, which last month to years. In order to track progress toward yearly sales goals I need to create a field which provides Estimated Revenue for an...
View ArticleForum Post: RE: Error in Sitemap editor
Hi Andrew already tried to find errors and replaced sitemap with default but not luck at all.
View ArticleForum Post: RE: Error in Sitemap editor
Are you able to edit the site map using XRMToolbox for example? Possibly you will be able to fix the errors that you are having using the external tools. Sometimes if you have multiple subareas with...
View ArticleForum Post: RE: DAX logic in CRM field?
in my opinion not directly, but you can create a custom filed to hold the value and a plugin on the retrieve and retrievemultiple messages to fill custom field with the logic you described
View ArticleForum Post: RE: Business Process Control colour
Does anyone know if Microsoft is planning on bringing this functionality back as I can't find any feedback from them?
View ArticleForum Post: RE: Error in Sitemap editor
I have uploaded the XRM Toolbox sitemap as new default but this did not change anything. I wonder if there is some tracing mechanism or if anyone has seen this error code it throws where I cannot find...
View ArticleForum Post: RE: Error in Sitemap editor
Hi Plissken, please post your customization.xml file. If you found the answer helpful, please mark as Verified Join my network on LinkedIn Follow me on Twitter Thank You & Best Regards Francesco...
View ArticleForum Post: RE: ERP integration with DynamicsCRM
There are a couple of things that you should consider. The first thing of course is what data should be contained in what system, and when data will be synchronized between the different systems. In...
View ArticleForum Post: RE: How to reference last date of year in Calculated field
Most of the custom workflow steps regarding date time fields can be found in this collection github.com/.../CRM-DateTime-Workflow-Utilities I'm sure that you can pick few steps to do the math you need...
View ArticleForum Post: RE: Can't Create Entry with Web API
I am having this exact same issue. What was the resolution here?
View ArticleForum Post: RE: ERP integration with DynamicsCRM
Hi Francesco, Aric, Many thanks for your answers. @Francesco, we're on the same track. I think that CRM shouldn't be requested for each ERP operation/navigation i.e displaying a product, because it...
View ArticleForum Post: RE: Creating SRSS report visual studio and adding it to CRM issue
Can you check if there is anything in the event viewer besides this error? It seems like with D365, that error can be displayed even when the issue is not necessarily Authentication. Regardless, a...
View ArticleForum Post: RE: How to Call Action from Console App
What version of CRM are you running? We're running 8.2, and I'm getting the error "Unrecognized request parameter: Target" when I try this.
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