Hello all,
As i am new to CRM ,i Just want to know when we create any new field in any form ,can we link that field to the web page.
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Customized Page
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java script to change field colors
Is there someone that can help me convert this java script code from CRM 4.0 to CRM 2011? The color is red.
crmForm.all.new_manhourswk1.style.color = "#FFFFFF";
crmForm.all.new_manhourswk1.style.backgroundColor = "#FF0000";
crmForm.all.new_jobcompletewk1.style.color = "#FFFFFF";
crmForm.all.new_jobcompletewk1.style.backgroundColor = "#FF0000";
crmForm.all.new_jobcompletewk1.style.backgroundColor = "#FF0000";
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Print preview for form with chart not working
Greetings
I have a 'dashboard' form built for our Account entity that shows various subgrids as chart objects to graphically present account performance.
My issue is that when hitting print preview on this form, all of the subgrid based charts simply show 'loading' and never render on screen. Likewise, they won't render on the printed page either and instead I get the 'loading' message on the printed page as well.
has anyone seen and solved this?
Thanks
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Grid to Excel errors out with "TM - Company Expense Reconciliation has stopped working"
When trying a Grid to Excel for the company expense reconciliation a message comes up saying "TM - Company Expense Reconciliation has stopped working" and Excel does not open. This happens only on a couple of client computers and works on others. When connected via a terminal server connection for the same user it works. Has anyone run across this before?
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Seeking 3rd party solutions for enhanced Scheduling/Production Runs using dynamics CRM 2011 Services module & service calendar
Can anyone recommend some third party solutions that work well that integrate with CRM online or Outlook calendar or better yet both?
The out of the box solution in CRM online is very limited, cumbersome and not intuitive for non-tech users without a lot of customization.
Thanks.
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SRS Report of Quotes on particular Account
I would like to create a report SRS Report that pulls Quote and Quote Product Info. when I am on particular Account; or if I have selected multiple Accounts in any view the only run the report for those accounts. Here is a approx. grouping format I am looking for:
Account 1
Quote 11
Quote Product 111
Quote Product 112
Quote 12
Quote Product 121
Quote Product 122
And so on...
Here is the Query I wrote with CRMAF_:
SELECT CRMAF_FilteredAccount.name, CRMAF_FilteredQuote.quotenumber, CRMAF_FilteredQuoteDetail.productidname, CRMAF_FilteredQuoteDetail.quotedetailid
FROM FilteredQuoteDetail AS CRMAF_FilteredQuoteDetail LEFT OUTER JOIN
FilteredQuote AS CRMAF_FilteredQuote ON CRMAF_FilteredQuoteDetail.quoteid = CRMAF_FilteredQuote.quoteid LEFT OUTER JOIN
FilteredAccount AS CRMAF_FilteredAccount ON CRMAF_FilteredQuote.customerid = CRMAF_FilteredAccount.accountid
It looks good in the preview in VStudio but when I import it into CRM it gets all messed up.
And default filter is set to "Modified in last 30 days" which I don't know where it comes from. I don't have any such filter in my dataset.
Any insight into what I am doing wrong?
Thanks to community!
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Wierd behavior with Picklists, CRM 4.0 and roll up 21
Hi All,
I'm experiencing an issue with CRM 4.0 since installing roll up 21 on our production server. (We went from 15 to 21).
This isn't specific to a custom entity but seems to be a common problem with the picklist control.
To recreate it,
1) Set up a picklist to a have default value to anything other than unassigned,
2) Open a record instance of the entity with the field on that existed prior to the field being added, so this field is empty/unassigned
3) Open a child record associated with this record, modify it.
4) The parent record will no longer have a blank field, it will be set to the first item of that list with blank/unassigned no longer available for selection.
It looks like there is a partial post back refresh call made to the parent window. I've tried this on multiple custom picklists all with the same result
My users are using IE 9, but i've also replicated this on IE 8.
Kind Regards,
Jonny
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Importing Service Activity from CRM 3.0 to CRM 2011
I am trying to import Service Activity and service records from crm 3.0 to crm 2011. But I am getting Error labeled as Data source not in the correct format (Error Code-0x80040356) Service records. Please help on this..
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CRM Online with Connector (NAV), new flow GUI?
Hi,
When setting up Connector for CRM Online and NAV the installation document states that you need to use the "classic view" in CRM.
Installation video that refer to the subject in mind:
I know I can change this "globally" in CRM by following the guide below:
However, I need to make sure that this is the correct approach, is there another way to make classic view global for CRM?
Thanks in advance.
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Getting this Error message in CRM 2011 @ different places while navigating through: Stack overflow at line 0: Any Comments???
Getting this Error message in CRM 2011 @ different places while navigating through: Stack overflow at line 0: Any Comments???
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Unable to open a service activity in Outlook
Hi all, we have just gone live with Dynamics CRM and we are using service activities. From time to time users cannot open their service activity in their outlook calendar (most of our users are using the add in). Any ideas ? It does not seem to be role related.
Thanks
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Creating Calculated fields
Second post of the day!! Again not sure if this is possible.
I would like to create a field which can total up two monetary fields. As an educational provider we use the price lists to hold how much funding we receive from the government per qualification and draw that value through the system.
As some qualifications require a further contribution from the employer dependent on age, we set up a field entitled "Additional Contribution", also a money field.
Our total income therefore are these two fields added together.
Is there a way for the system to calculate this rather than using formulas in a spreadsheet when reporting. I figure it must be possible since the system calculates from the price lists, but I can't work out how.
Thanks
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Can not open documents from document location
We don't seem to be able to select documents or the folders (which are in sharepoint) on the CRM 2011 form. It almost looks like a read only screen. Any ideas?
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Error on System Check while Installing CRM 2011 on Win Server 2012
I am trying to install CRM Server 2011 on Windows Server 2012 Standard edition.
In CRM installation wizard on System Check page its throwing an error 'The System cannot find file specified' for two tasks:
1) MS Windows Operating System
2) IIS
Same error is occurred for both of the tasks. Please suggest.
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CRM 4.0 Email Router
help
already installed on my server Email Router CRM and configure input and output profiles, but to send mail to external accounts to my domain rejects me. What I can do?
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JavaScript Training For CRM 2011
I was wondering if anyone could give me some advice on which kind of training course I should attend for learning JavaScript and using it in CRM 2011 Online. I have looked into a couple different "Intro to JavaScript" courses and I want to make sure that these are going to be beneficial when writing jScript in CRM (considering the courses range anywhere between $975- $1700). Any advice would be much appreciated. Thanks!
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Sales/Leads view doesn't show my list of leads
I cannot find a way to expand the list of Leads. As a result, I cannot see or select any Leads. The up/down arrows to the right are not functional. The only way I can see or select another lead is by entering the name and doing a Search.
How can I expand this list so I can see what Leads are there?
John
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Edit contacts and accounts
When I want to edit or add something to a contact or an account I can´t save my changes. In the guide-section it says that there should be a "save and close" button but there are no such button. Instead I have a small save button that doesn´t respond when I click on it.
Does anyone know what the problem might be?
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Microsoft Custom Code Validation Tool not loading Web Resources
I just downloaded and installed the Tool and it is not loading the web resources. In the top left box I see a empty box so there's nothing to scroll to see my results.
I read that there may be issues with this tool if your base install is in a different language code but the org i installed it on is on English 1033 language code and it's not working.
Anyone else encounter this?
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Workflow: create case from recurring appointment
Hi,
I'm a newby so please be gentle on me... :-)
I had a workflow which used to work before UR12 and is now not working.
Scenario: in our "on premise" CRM 2011 I have a number of recurring appointments in the calendar. Some have an end date, some don't.
I need a workflow which will create a case X days prior to each occurance of the appointment. eg: the appointment is every Friday and I want a case to be created the Monday before.
Before UR12 my workflow was triggered when the appointment was created. The workflow looked for the word "weekly", then waited until 5 days before the appoinhtment, then created the case.
Since UR12, when I create a new recurring appointment, all cases are created immediately (i.e. the "wait until x days before appointment" condition is ignored).
This of course is an issue with recurring appointments which have no end date, because hundreds of cases are created immediately.
Can someone please suggest how to create an effective workflow for this?
And if you can please provide steps as I am new to workflows and still struggle with them...
Thanks.
Y.
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