How to get contact information by using ParentCustomerId from Opportunity entity
Hi,I want to get department name from ContactSet from opportunity form by filtering ParentCustomerId. But I am getting retrieveResult.status = 400. Please find below script and help me to find...
View ArticleRequired that the owner is team
Hi,when creating a new opportunity (or editing ownership of an existing) we want it so that the owner has to be a "team" and that you cannot set the ownership to a user.How do I set that up?Thanks in...
View ArticleClik here to view.
EntityList workflow will not trigger
I have an on-premise version of the portal set up and have an entitylist with a workflow defined. This works fine. I have created an online trial account with the portal and have the exact same...
View ArticleClik here to view.
unable generate new Portal form after changing form field
I have created a custom entity and added it to the crm portal.I used default page template(page/full page) to display the entity.After adding a new field to this form ,my changes are not reflecting in...
View ArticleMin width of bar on bar chart
How do I set a min width of a bar on a bar chart?The reason I want to do this is lets say there are two bars, one with with a value of 500 and one with a value of something very small, letssay 1. The...
View ArticleClik here to view.
Possible to customize Lead Status Reason option mouseover description (popup)?
Hi CRM masters!Please advise how would it be possible to customize this popup text. What I want to achieve is to put a little more text with explanation in the Lead Status Reason popup box that appears...
View ArticleClik here to view.
String text field can lookup entity list in dynamics CRM
Hello all,I create new function to setup number sequence for entity in CRM System, I create new attribute is called Entity Name (string data type, mean which entity you want to generate number), and...
View ArticleUSD - External Hosted Application not 'staying' in USD tab
I have a hosted control that is a CCA Hosted Application > External Hosted Application. No adapter. Application Hosting = "Use SetParent". But every time I click a toolbar button that fires the...
View ArticleBusiness Process Flow On Exit Workflow doesn't pass back business process...
Using Dynamics 365 with the new On Exit of stage workflow parameter, upon exiting a stage I run a workflow that sweeps the record and child records for any issues. If child records havve issues they...
View ArticleMove entity From CRM 2011 To Dynamics crm 365
Hi everybody,How can i move all the entitys and their fiels in dynamics crm 2011 to Dynamics crm 365 ?
View ArticleGet the reason for a rollback of an action to the caller
Hi,This is the scenario in my codeactivity (all try/catch context handling omitted)protected override void Execute(CodeActivityContext context) { // This causes a rollback,...
View ArticleAdobe forms vs. CRM portal
Hi everyone, I heard from Adobe sale reps that CRM portal will be deprecated in favor of AEM forms. How credible is this information ? Thanks.
View ArticleBusiness Process Flow Visual Design in Dynamics 365 - how do connectors work?
After several hours, I give. How are the connectors supposed to work in the new BPF Visual Designer? Can you connect a Stage back to another one?? Can't seem to do anything with them and can't find...
View ArticleRoadmap for CRM Portal 8.x on premise
Hi everyone, will CRM portal 8.x will eventually be release on premise ? What will be the upgradability for client who use AdxStudio 7.x with no intention to migrate to the cloud? Thanks.
View ArticleClik here to view.
Hide or disable Warning Message in Products
Hi, I need help. Is there any solution that I can use to disable-hide that warning? Maybe with javascript? I want to let users create products without a default price list That notification appears...
View ArticleSend a follow up email after 7 days after the creation of Account
Hi ,Whenever a account is created , I have to send a follow-up email to the primary contact after 7 days of the creation date.I think this can be done through a system workflow. An step by step...
View ArticleClik here to view.
Service Activity: There was an error with this field customized event
Hi all,When creating a service Activity and selecting a service, I get the following error:I have done no customization to the service activity form. Would anyone have a clue why this is happening. We...
View ArticleUsers can't see their Goals
Hello,I've setup a number of goals in the system under 3 Goal Managers.The Goals are calculating correctly and rolling up correctly. the Goal Managers can see their goals as well as their staffs....
View Article'Modified By' field(s) in Dynamic CRM
Greetings All, I am trying to hunt down documentation on specifically what actions cause the ‘Modified By’ and ‘Modified On’ fields to populate in MS Dynamics CRM. Does anyone know of or can point...
View ArticleCRM Online without Outlook has delivery notifications?
Hi people!Anybody knows if the CRM Online without Outlook has "delivery receipt"/"read receipt"?Thanks!
View Article