Hello,
I have a use case where I would like to be able to create a "Lookup" field, of sorts, on a form in CRM instance "A" that looks into CRM instance "B". My thought was to do some manipulating of the page context such that I could access the org service for CRM instance B. Naturally, I haven't had much luck with this. Does anybody have any suggestions for this? Thoughts on this approach, or any other, are most welcome.
Thanks!
Ken
Hi,
I am getting a Query Build error when I try to export my onpremise solution .
I am sure of my problem , that I deleted 2 or 3 currency field from my system , and now not able to export the solution.
Is there a way to remove those unwanted components from my system.
From my error, I dont have any option to download log file and findout trace ..I just know the name of the currency fields(not very sure ) . How can I find a solution to remove these componenets .
Thanks!!
On the Contract entity, I need to know what causes the status to change to Active, Canceled, Draft, Expired, Invoiced, or On Hold.
I also need to know on the Contract Line entity - what causes the status to change to Canceled, Existing, Expired, or Renewed.
Any help is appreciated, thank you.
Hello everyone,
I need to write my very first plug-in. I am needing to get the number of related records on a the parent entity. Basically the number of phone calls to an account. Unable to use a roll up field for this.
Can someone point to some good tutorials on how to do this?
Not seeing my customizations in the SALES dashboard under Extensions. I ensure that i select "Publish Customizations" after saving. What can i check. I am using CRM online 2016 Trial.
I have a plugin that sends an email where we routinely need to add/remove people to the email list. Some of these people are CRM users, some are not.
I have a configuration entity that I want to reference a field that contains a string of all of the email addresses that I want to email. Here I can add and remove emails easily without having to promote a new piece of code or have to create multiple fields for each individual email.
I found the code below where you can enter in an email address to email someone that is not a user or contact in CRM. However, if I enter in two email addresses like in the commented code below, it only emails the last email address.
Can you help me email more than one person from one field? If not, do you have a better suggestion to handle this? Thank you in advance.
// Create a new unresolved activity party
Entity party2 = new Entity("activityparty");
party2["addressused"] = "unresolved@email.com";
//Does Not Work, only emails last email address
//party2{"addressedused"} = "unresolved@email.com;testperson@email.com";
// Create a new EntityCollection and add the 2 parties
EntityCollection to = new EntityCollection();
to.Entities.Add(party2);This is an edited post.
I have already found the answer to my question.
Thank you.
I am a little bit confused and am hoping someone can provide an explanation.
have created two Record Creation and Update Rules. When I click on the components menu item of the solution that the Record Creation and Update Rules are in I see a number of processes with the same title as the Record Creation and Update Rule.
After renaming the Record Creation and Update Rule the process remains the same.
The questions I have are
1. Does a behind the scenes process get create for each business process?
2. Why is there 6 processes for the 1 Record Creation and Update Rule?
3. What is the best process to clean this up?
how to use google maps instead on bing maps for field service?
Hi,
I created a report in Power Bı desktop and published into CRM a dashboard but when data changes,dashboard doesnt change.How can resolve this?
I want to edit name and translation of the "Contacts Being Followed" and "Contact I Follow" View Title.
I have exported translation file but inside the "CrmTranslations.xml" file and multiple views are not avalibale in this file.
Is there any way to do it?
Thanks,
Krutesh
i am not able to create custom field of date and time type on phone call activity
can anyone tell me the procedure to create the custom field on phone call activity
Hi All,
I want to open a new Email Activity(Email form) on click of a Ribbon button in custom entity.
Thanks in advance.
Hi we are using dynamics crm online and the question is when ever customer sends mail to crm it will create a new case. Based on token I'd it will attach to existing case but one email without token I'd send to crm but it is attached to existing open case on his name and also the parent activity I'd is also there with the previous email subject but he didn't forword reply to the existing thread is there any conditions that the mail with out token I'd attaching to same opened customer case no logic has written in plugins also
Dear Pros,
- Can you teach me, How to view ALL the Work Orders include which i already created and have system status: Open - Complete (not Closed - Posted).
- I've just see the current Work Order which i'm working and have system status:
Open-scheduled or Open -In Progress. I cannot see the other Work Order in my tablet?
I am trying to setup the customer self service portal using the standard template. Basically it works fine, but there is an issue with the file attachment. When I create a new case and attach a file the system does not save it. In the same time if I attach file by using add a comment or update an existing case the attachments work correctly. Does anybody know how to resolve it?
Hi
Could you please help to solve the following issue with deploying a view used in a dashboard that contains lookup filters?
Example: field equals lookup value
When deployed, I assume guids from dev environments are kept in the view as reference and no data is displayed. How can the values be updated or is there any other way to deploy the views ?
thank you
What is the use of Role Prices and Category Prices in Price list and while adding a new item in these section what is the meaning of each fields that we need to fill eg. Transaction Category field while creating a new Category Prices item ?
Hi ,
We have two system fields in crm
Territory Id :Lookup of territory
Territory Code :option set value ..
I have created a list of option set in Territory Code .. Is there any way to synchronise these two fields .
When I click on some territory code the corresponding territoy must populate in lookup field and vice versa ....
Is there any system (OOB ) way to do this mapping ..
Thanks !