How to show data from different entities.
I have three entities Users, Skills and Account. (User,Skill have 1:N , Skills and Account have N:N relationship )I want to show all the users,skill,Account on the same form, right now we will have to...
View ArticleAdding attachments from Lead to Account
I just noticed that while creating a new lead, when the lead is converted into an opportunity a new corresponding account is created. To add attachments to a lead we have to add attachments to the...
View ArticleFiltered Lookup with FetchXML
Hi everyone!I 've used in the past fetchxml in order to presearch a lookup , however it doesn't seem to work on this case. I have a boolean Field Occupied and i want to get all map codes that are not...
View Articlecan't able to create email activity with CC field
I need to create email activity with cc field,I use the following code for add values in cc field it throws the error string ccDetails ="<Guid1 here>,<guid2 here>"string[] splitCCIds...
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Cannot add Customer Self Service Portal to O365
Hi,I wan to provision a customer self-service portal. However, on provisioning I get the below error:On Contacting Microsoft Support, I was told that the below error has occurred:A Relationship with...
View ArticleBusiness Process Flow not appearing
I have an active business process flow on a sandbox instance of Dynamics 365 which should attach to the Phone Call entity. It has 2 stages with 2 fields associated with each and is collecting...
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Using portal back-end functionality.
Hello all!I have a lot of questions and I will be grateful to anyone reply.1. I need to get cases from CRM but portal filters don't give me possibility get records that a related to the current user...
View ArticleTracking resent emails from outlook
Staff in my organisation will send an email through outlook and track into CRM. However, if there is no response from the person then a few weeks later they will go into the sent email folder, find the...
View ArticleDate And Time Field import.
I wish to alter a live entity. I have exported all data from the entity to an Excel worksheet. I've then made the alterations and created a blank Excel worksheet from the altered entity. I moved live...
View ArticleStandalone setup for CRM 2013 outlook client
Hi,I am trying to find a stand alone setup for 2013 Outlook Client, i downloaded the main setup from the Microsoft site but its still trying to download the prerequites from the internet and failing, i...
View ArticleCan I change Custom Parameter of a Web Ressource with JS ?
Hey,Can I change Custom param of a Web Ressource with JS ?Thank you !
View Articlegetting an error of trust level in plugin.
Hello Guys,I have a plugin which calls a third party service.Third party service method takes the string as parameter and give response in XElement.but from within the crm it's throwing an error.The...
View ArticleProblems with "retrieveRecord"
Hi guys,I have a problem when I try to get a record using the next sentence:SDK.REST.retrieveRecord(subscriberId,"Account", null, null, foundsubscriber, functionError);This is executed in the onload...
View Articleuse iframe in dynamics form
Hi,I'm using an http inner site at my organization.I would like to use an iframe of one of the parts of the site above inside a form in our MS dynamics Is it possibel ? is it counts like iframe in...
View ArticleEmbedding WebResource into form
Hello, I'm trying to embed an html WebResource into the account form. The WebResource is basically triggered onload, it grabs the account id and I'm using soap and fetchxml to grab all the licenses...
View ArticleCRM2011 CustomActivity Time-Input
Hello guys,I am currently developing a CustomActivity and I need the User to specify a Time as InArgument. (Just a time and no date)When I did a bit of research I found out the there are just a few...
View ArticleChanging the Status of a lead when the lead qualifies
I have noticed that once a lead qualifies, its status is set to qualified. I guess this happens because of an out of the box system plugin. What I want to do is set the status of the lead to one of my...
View Articlechange a menu
I am using CRM Online.Under "Account" there are several fields, like account name, relationship type, Phone etc.One of those fields has a menu, where I can choose an answer.Like for...
View Articlemake a Post in Lead, but after qualifying the post is gone
I create a Lead.In this new Lead I add a Post.I save this and after that I qualify the Lead.When I go to Opportunity and select the one I just created, the posts are gone.Can not find it anymore
View ArticleUse Dynamics CRM for Tablets from a PC browser
Use Dynamics CRM for Tablets from a PC browser ( Similar to Dynamics CRM mobile app for android/Ios/Windows )In the Browser use the following URL to open your Dynamics CRM in Tablet...
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