Tasks on Tablet won't save
I have tried several time to create a Task on my tablet and have filled in all of the fields necessary but the "Save" and "Edit" remains grayed out and the only option is to "Close." When I close it,...
View Articlepartyid=leadid how to set lead to partid .
Guid emailObjectID = new Guid();if (contact != null) { Entity toactivityParty = new Entity(); toactivityParty.LogicalName = "activityparty"; toactivityParty.Attributes["partyid"] = contact;...
View ArticleUserLocalizedLabel.Label throws exception
From following snippet I am adding Display Name as key and Logical name as value to a dictionary. In first iteration of loop it runs successfully but in second iteration it throws exception that Object...
View ArticleCRM Portal - Customize search, add entities
Hi, is there any way to customize search in the CRM Portal? I want to add one of my custom entities.There is documentation to do this for the ADX Studios Portal, but as I don't have access to the code...
View ArticleNon delivery report emails into CRM
Hi,We have an environment sending emails using the server side sync and the mailbox is configured to incoming and outgoing, they both work ok for normal emails but when the email is sent to a wrong...
View Articlebulk delete on productpricelevel entity
Hello there,I would like to know how to bulk delete into productpricelevel entity.This entity is not exposed within bulk delete module neither advanced search !My final goal is to be able to delete...
View ArticleXrm.Utility.openEntityForm and datetime parameter
I am trying to open an entity form using the Xrm.Utility.openEntityForm and setting the parameters value for a datetime field. The script is working fine in chrome and firefox but in IE it throws below...
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Set focus to input field inside embedded web resource
I'm using CRM 2016 Online.I embed a HTML web resource in an entity form. This html is a bunch of <label> and <input>.How can I set the focus to the first input on form's OnLoad?I tried to...
View Articlehow to remove a custom field from a form?
Hello, I am working with CRM 2011. I created a custom field for an entity. I wish to delete it. CRM says I can't do this because of the dependencies it has. The only dependency is the form for the...
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Unable to Delete or Share as an Administrator
Ok this is a first. I am using a System Administrator account in our CRM Online instance but yet cannot share nor delete a personal view as the buttons are greyed out/disabled. Any ideas? I have...
View ArticleHide / Show tab JavaScript
Hi,I've developed some JavaScript to show a tab if the 'parent worksheet' Field does not contain data. Else show the tab. I must have made a mistake because I keep getting Script errors. Any help would...
View ArticleCRM / Sharepoint integration - Trigger plugin when a document is added,...
Hi,for the server to server crm - Sharepoint integration, In CRM, is there any event on which we can fire a plugin or Workflow or something else in order to apply some business logics on it?I know that...
View Articlecustomize command bar/ribbon - convert to options (I need to remove "case")
Just simply looking to see where in the system i can remove the "case" option when converting an activity thanks in advance for the help
View ArticleUpdate multiple appointment using Service.execute in CRM 2011
I have created a console application to update millions of records in a weekly basis. In which some time sql time out issue and service proxy issue occuredIn the C# code, I have used UpdateRequest...
View ArticleOAuth2 accessToken to obtain organization instance Uri
I have a nodejs project that is using adal-node (www.npmjs.com/.../adal-node) to authenticate via OAuth2 to Dynamics CRM. I have successfully gotten the authorizationUrl, then posted the code to get...
View ArticleCase autocreation rule in CRM
Hello, I have a all incoming mails into my mailbox show up as activities in CRM, i want to now create a case automatically for each of these mails. I created a rule in service management to handle...
View ArticleCustom Workflow Activity to Associate a related records.
Hi,I want to show associated Marketing list in Event campaign sub grid(Many to Many) by using the custom workflow activity, how can I achieve this please suggest me that would be highly appreciated....
View ArticleCustomizing the Anonymous Link to Contain Captured Data
Hi all!I'd like to create and send out an anonymous survey, and then append a "case number" or something to the link, to have that automatically captured in the survey results.I want to enable,...
View ArticleLink For Microsoft CRM User Submitted Suggested New Features
Hi. I am trying to find the link for where the Microsoft CRM end user suggested new features (along with how many votes each has received) is located.Thank you.Rick BellefondRB Data...
View ArticleClick Dimensions - Send Emails triggered by custom entities
Hello,Trying Click Dimensions, trying to send individual emails based on the changes in custom entities, having troubles setting this up.Scenario:1. A Contact applies for a job (Custom Entity...
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