Forum Post: RE: qualifying a lead and getting an error...e
Hello, I see a plugin called CRM.ExtendedLogic.AccountNumber in both my training and prod environments. The one in my training environment has a newer modified on date than the one in prod. So I copied...
View ArticleForum Post: RE: qualifying a lead and getting an error...e
ok, I was able to disable the sdk message processing step for CRM.ExtendedLogic.AccountNumber.Create of account and then I tried to qualify the lead and it seemed to work. So how do I get this to work...
View ArticleForum Post: RE: Summarizing data from child entity on parent entity
Thank you all. I was able to roll out the rolll-up field this weekend and it works great! Best, Jason
View ArticleForum Post: RE: What is the minimum number of licenses that you can get the...
Hello, The licensing structure looks awfully complex. Is there an authentic source / site / page that I can refer to, to determine if it suits my client need. We are looking for one Full user (assuming...
View ArticleForum Post: RE: Export to Excel - File Contains Apostrophes (Dynamics 2016 On...
Hi Chris, I've also been investigating this issue. I'm opening cases with Chrome and Microsoft. My findings and workarounds are posted here:...
View ArticleForum Post: RE: Export to Excel - File Contains Apostrophes (Dynamics 2016 On...
Hi John, Many thanks for your words - I'll keep an eye on your page - interesting that it's affecting d365 as well. Just one other thing to note, we have a very new v9 on-premise install as well...
View ArticleForum Post: RE: Prevent Email Replies from Creating Queue Items
I'm also having this issue, what did you do for a resolution?
View ArticleForum Post: RE: Export to Excel - File Contains Apostrophes (Dynamics 2016 On...
Chris, Good to know about v9. If your team tries my work around, just be aware it has only been tested with 8.2.2/8.2.3. I suspect it is OK on v9, but you'd want to test it at a safe time if you don't...
View ArticleForum Post: Bulk reactivate deactivated Leads in Dynamics
We have a large number of old Leads that are deactivated that we want to reactivate in order to change their owners. There are lots of options of what you can bulk edit, but activate/deactivate doesn't...
View ArticleForum Post: RE: Portal - Enable Case Deflection
Hello, Did you find how to enable the deflection case ? Thank you
View ArticleForum Post: RE: Modifying Old Report in Dynamics 365
Hi - Yes, I still have this problem. When I try to login, I get the message "An Error occurred while processing the login request. View Error Log." The error log shows: Source : System.ServiceModel...
View ArticleForum Post: RE: Bulk reactivate deactivated Leads in Dynamics
I can highlight 2 options for the requirement. 1. SSIS package using Kingswaysoft or any other tools. 2. Console application As the above requirement looks like one time use it is better to have SSIS...
View ArticleForum Post: RE: Bulk reactivate deactivated Leads in Dynamics
Hi There, What is the approx number of records? You might very well utilize the bulk workflow execution tool available in XRMtoolbox. All you have to do is pass the fetch xml to this tool and run the...
View ArticleForum Post: Grant access to CRM on-premises to Azure B2B users
Hi, I need to give Azure B2B users access to an instance of CRM 2015 on-premieses, as my ADFS server won't accept 2 providers of Azure AD. Any one would happen to know if what is explained in this post...
View ArticleForum Post: RE: Is it possible to have the Account get pre-populated on the...
Hi USA80, check final code. If it is working, mark this as a verified answer to close this thread. Hope this helps. Thanks, -Anand function onloadform(){ if...
View ArticleForum Post: RE: How to get fields from child entity and set it to the parent...
.. why JS and not just Rollup using max of date? Another solution would be on Change of the date to write it to the parent field using Workflow...
View ArticleForum Post: RE: What is the minimum number of licenses that you can get the...
Hi Sup, In order to get a free Dynamics 365 Portal, you need at least 10 enterprise app licenses (so Sales, Customer Service, Field Service, Project Service, or the full Customer Engagement license)....
View ArticleForum Post: RE: CRM Community Ideas portal
Hi Sree, The Ideas forum is not related to web pages and templates like some of the other functionality. It's implemented in the Portal application code using MVC. So unfortunately unless you can use...
View ArticleForum Post: RE: What is the minimum number of licenses that you can get the...
Thanks Nicholas, I guess that makes it unviable for my project. Have to find alternatives ... :( Sup
View ArticleForum Post: RE: Getting error while trying to import managed solution into...
Thanks for the response Kokulan. Unfortunately, this is our only option at the moment.
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