How do I count the number of child records on a parent and make a view out of...
I want to create a View that shows sales staff the Opportunities they have open that do not have any quotes attached to them. We're trying to bring greater visibility to the status of their...
View ArticleChange status on all orders
I have recently inherited CRM Dynamics at work. I need to change the status of all invoiced orders for a period of time. I can write a workflow to do this, but how do I write one that runs for ALL...
View ArticleSo what exactly happened to the 'more addresses' in Dynamics CRM 365?
The 'More addresses' icon seems to have disappeared. Another frustrating point to mention is that doing a quick Advanced Find search in the 'Addresses' entity shows orphaned blank records.
View ArticleProblem Upgrading Plugin from CRM 4.0 to 2016
I have been trying to upgrade this plugin from CRM 4.0 to 2016, the issue its related withvar crm = new CrmServiceContext();andcrm.GetEntities...Because it can not find CrmServiceContext and gets error...
View ArticleGet current user login in portal
How to get the current user login in the portal then input it in a field?
View ArticleReferential, Rollup or Other to pull field data between two entities?
I have a situation where we have a custom entity called Sales OrderIn the Sales Order, we want to document the User who made the sale from the system User entityIn the User entity we have a field...
View ArticleHow can I display Product currant cost value on the Order Product form?
Hello,I have a need to calculate an Order Product GP value, ie Total sell - Total Cost. I can get the Total sell, based on the Quantity and Sell price because they are available on the Order Product...
View ArticlePortal Validation behaving differently in Internet Explorer
I have a CRM form I'm displaying in the Portal using the CrmEntityFormView.Several fields on the CRM form as Business Required, and this flows through to the Portal working as expected.One of the...
View ArticleSet output parameter value in catch block of a custom workflow activity
Hi All,I am trying to send a notification when a custom workflow activity is postponed till 9999. For this I have custom workflow with output Parameter which i am defaulting to true. In catch block i...
View ArticleHow to import unmanaged solution.
Hello All,I am having one "UnManaged Solution" which i want to import to another environment.But there are some other managed solutions in the MSCRM which are missing in this solutio.While importing...
View ArticleUnable to find associated Link to lead from Account record. is it a bug or...
I can see opportunity associated link but not lead
View ArticleNot able to set lookup field value
Hello,I am not able to set lookup field value when writing the below code. I am getting the error that "Uncaught ReferenceError:Xrm is not defined". I have also added XrmServiceToolkit and...
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Pull Audit Summary View information
Hello everyone,Do we have any functionality to pull the information stored in Audit Summary View programmatically ?For example, can I somehow have the information in the pic in my C# code? many thanks
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Prevent the deletion of Campaign responses
Hello All,I am trying to prevent the deletion of Campaign responses. For that I initially thought that revoking the rights of "Delete" in Securtiy Roles form, I could achieve that but I am not able to...
View Article"Request for the permission of type 'System.Net.WebPermission, System,...
Hi all,Please help me to solve this problem..im trying to call my web API from my plugin but its thowing this exception{"Request for the permission of type 'System.Net.WebPermission, System,...
View ArticleEmail template as lookup
Hi,Our client requirement is when he select email option from option set, email templates should appear in lookup.
View ArticleJavaScript Fires too fast. Objects not loaded
I have the below JavaScript running on one of my forms OnLoad event :-function calcServicePriceTotal() { var grid = document.getElementById('ProjectServicesGrid'); var ids =...
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Duplicate detection rule
I'm trying to add a duplicate detection rule to my instance of CRM so that if a contact and a lead have the same first and last name, then a warning message will appear. However the fields do not match...
View ArticleOnPremises - second class citizen? (Updates)
It seems that CRM Online does get quite a few more updates than the OnPremises version.I understand that functionality updates might be slower, but at least give us regular bugfix updates? It has been...
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Help? Where is CRM in Dynamics 365??
Hi, I created a trial instance for dynamics 365.I have given myself the Dynamics 365 Plan 1 Enterprise Edition license.When clicking on the Dynamics 365 Icon (blue tile) however, I am not directed...
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