Bolding, Underline, and Italics in the "notes" field
Hello,I am wondering if there is a way to format text, such as bolding, underlining, and italicizing in the the "notes" field in particular records. I am not seeing a way to this, and it would be...
View ArticleGenerate Unique ID in a field upon record creation?
I a have a custom entity that is a prescription order entity, and I'd like a field titled "Order ID" to auto populate with a unique ID when each record is created. What is the simplest way to...
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Link or map existing contact/account to new filed
Hi,I have created new filed lookup to contact and accounts. But some reason it is not syncing.Rule is When existing contact and exisitng account selected then bewlow field should get auto populate all...
View ArticleUnable to access CRM
Hello All,i am unable to access CRM onprem, to the high level i understand this is because of the "The user Id is invalid". I checked with the admin, the error is same. I am able to access CRM(other...
View ArticleOpen a lookup field in new window
Hi Experts,i have a requirement to open the lookup value in new window. Requirements : Must be supported.
View ArticleAuto Number Generation
Hi Experts,I have a requirements to generate Auto Number for entities. Any recommendations?
View ArticleCRM for Outlook Add in failed to load and is disabled by Outlook due to...
Has anyone resolved this type of issue?Issue:CRM for Outlook Add in failed to load and is disabled by Outlook due to unhandled exceptionSystem Configuration:User OS: Windows 7User Email Client: Outlook...
View ArticleRemove Insert Article button in Email
Hi Expert,My client is requesting to remove the article button in email body ribbon, any ideas how to achieve it ?
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Portals: Status Reason field read-only on Entity Form.
Hello community,I have surfaced an Entity Form on my portal. On this form I have some fields that need to be editable by the Portal User, other fields to remain read-only.The Status Reason field on the...
View ArticleParent record shared to a user, the child record is shared also.
Hi Expert,any ideas what is causing this?
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Data migration from one online instance to another
Hello All,I am trying to find a way to migrate data from PROD CRM online instance to TEST CRM online instance. After going through some of the posts on the community i learned about Kingswaysoft SSIS...
View ArticleError while updating a case/incident record from web application
I have to reopen a case ( incident ) through my code and then update a field and again close it as resolved.I am able to open it using SetStateRequest and close it using CloseIncidentRequest. But in...
View ArticleConvert Opportunity & Quote to Project
Hi experts,Is there an OOB method from which we can convert opportunities and quotes into a project in PSA? Thanks,Jon
View ArticleQuick create form - trigger plugin
Hello,I have an entity, say A. I have registered a plugin on the post event for create of this entity.Now, i made a quick create form to create this entity. Should my plugin be triggered?It's not...
View ArticleCRM 2016/D365, CRMAF_Filtered does not work
I created a report and I want it to be called from the form of the entity, say, Campaign. I want to get the ID of the entity as a parameter and tried to use the recommended construct: "SELECT...
View ArticleHow to save records fetched from CRM so that they can be reused later
I want to know that is it possible to fetch records from CRM through c# code and save them in such a way that next time we only need to Connect to CRM and perform some actions on the records that we...
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How to get PDF export of MS CRM Module like Sales Order, Invoice, Quote, Case...
Hi I want to get PDF using API call for CRM records of Sales Order, Invoice, Quote, Case etcIs it possible? If so, please suggest
View ArticleBusiness unit or Territory or Site or Any other option
Hello All,My current company recently acquires a new company(it's in other country), we want to merger there business into existing CRM. I am bit confuse to decided whether I have to go with Business...
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Not able to create Workflow for QuoteLine Entity
Hello all, I am not able to create workflow for QuoteLine or OpportunityLine Entities, An error comes whenever i try to create workflow. Workflow is getting created for Entities like Lead, Account,...
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