I want to export a list of Accounts with the GUIDs and I thought I could do this by exporting an advanced find view into Excel as a "Dynamic Worksheet" however, when I do the Excel sheet just says "Script is disabled. Click Submit to continue."
Anyone have a solution to this or another way to export the GUIDs for a large number of Accounts?
I have created a workflow to email a sales rep when a new account is created. Included in the email is a link to the Account record using the 'Record URL(Dynamic)' hyperlink feature. However, when a user clicks on the link it brings them to the login page-- normally this would be accessed as the IFD page, but this is happening internally. For some reason, it seems the hyperlink is pointing to the IFD URL. How do I change this?
Hi, I am trying to configure our Opportunities form to display "Notes" instead of "Posts" in the Social pane by default, but I can't seem to find an option to do so. Is this possible?
When we first started using Dynamics, our tech person imported all our existing records from ACT!.
What we have found out is that when the data was imported, it was put into user created fields rather than the existing fields.
So this means that when we do reports, or qualify a lead it is not displaying and comparing the right fields.
Is there any utility that would let me move information from one filed to another field?
MS Installation Guide doesn't seem to address how CRM 2011's Reporting Extensions should be installed when Reporting Services is hosted on a SQL cluster. Can anyone here describe the steps or provide a link to documentation?
Thanks,
Denise
When I select (highlight) text in a read-only field on a form in CRM 2011, in order to copy it from CRM, the field does not stay highlighted. If the mouse moves a bit, the field becomes unhighlighted. When this happens I cannot copy the value. Further, there is no right-click option to Copy. I have to use Ctrl + C. Finally, once I have selected any bit of text from that read-only field, the form is disabled. I cannot click anywhere on the form. I have to click out of the page and back in to get the form to work again. We are on CRM 2011 - server is on Rollup 12 and client is on Rollup 11.
Hi,
I have Microsoft Dyniamics CRM 2011 and Connector in version 2.3.1306.1.
In SDK I have sample project, XMLAdapter, which import data from xml to CRM 2011.
But when i am trying mapping table Contacts I have error:
Mapping:
Destination -> Mapping -> Status
Contact -> Contacts\Contact -> Error
Contact -> =CreateGuid() -> OK
First Name -> Contacts\Contact\First Name -> OK
Last Name -> Contacts\Contact\Last Name -> OK
Error:
Unable to assign field of type, Contact, to field of type, Dictionary '2; ther types are not compatible.
In XMLadapter the Contact has type ClrTypeName="XmlAdapter.Contact, XmlAdapter, Culture=neutral, PublicKeyToken=null"
In Dynamic Adapter Destination the file ContactObjectProvide.config has type ClrTypeName="System.Collection.Generic.Dictionary'2"[[System.String...][System.Object..]]
Best regards
Adam
Hi,
I would like to know how this is achievable. Let me explain the situation:
- I have custom code overriding pricings on opportunityproduct.
- I also have custom code overriding quotedetail priceperunit and it matches everything with the opportunity amounts (they are the same as are all the products).
- For salesorderdetail I don't need to do any logic so I would just assume it passes the values straight from the quotedetail pricepeunit field directly to its salesorderdetail counterpart. And actually it does but it rounds the number in the DB(which has 4 decimal places) to just 2 and this will turn my total amount wrong by cents.
IE priceperunit for a random quotedetail product is 23,4568 and it gets rounded to 23,46 when I create the salesorder.
Well obviously I cant change the precision of those since they are system attributes and even tried affecting this behavior on a preupdate prestage handler but to no avail.
Can someone give me some hints on what might be happening and what I could do to solve this?
Maybe what the priceperunit formula is (since I tried changing it in the DB just for testing and it gets reverted)?
Thank you for your time.
As i am very new to CRM i just want to know how we create a separate view for each user and change default view for each user.in dynamics crm 2011 premises, when i create a view and make it default for any user ,it automatically becomes default for each user.
Hi, please tell me how can I liquidate"error on the page" error? It occurs when I try to open a record from the sub grid or click on the sub grid window to add a new record. Here is my code:
// JavaScript source code
function FilterSubgrid() {
var ContractType = Xrm.Page.data.entity.attributes.get("new_contacts");
ContractTypeDisplayValue = ContractType.getValue();
if (ContractTypeDisplayValue != null && (ContractTypeDisplayValue == 100000000 || ContractTypeDisplayValue == 100000001)) {
var filterId = Xrm.Page.data.entity.getId(); // yntacik glxavor kam varkajin pajmanagir
var yoursubgridnameObject = document.getElementById("apahovman_pajmanagir"); // yoursubgridname
if (yoursubgridnameObject == null || yoursubgridnameObject.readyState != "complete") {
setTimeout('FilterSubgrid()', 1000);
return;
}
if (filterId == null) return;
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";
fetchXml += "<entity name='new_loan_agreement'>";
fetchXml += "<attribute name='new_name'/>";
fetchXml += "<attribute name='new_contacts'/>";
fetchXml += "<attribute name='new_deadline'/>";
fetchXml += "<attribute name='new_text'/>";
fetchXml += "<attribute name='new_loan_agreementid'/>";
fetchXml += "<order attribute='new_deadline' descending='false' />";
fetchXml += "<link-entity name='new_contract_intersection' from='new_lookup_apahovutjun' to='new_loan_agreementid' alias='aa'>";
fetchXml += "<filter type='and'>";
fetchXml += "<condition attribute='new_lookup_glxavor_varkajin' operator='eq' uitype='new_loan_agreement' value='" + filterId + "' />";
fetchXml += "</filter>";
fetchXml += "</link-entity>";
fetchXml += "</entity>";
fetchXml += "</fetch>";
yoursubgridnameObject.control.setParameter("fetchXml", fetchXml);
yoursubgridnameObject.control.refresh();
}
}
Thanks!
I want to put a check on the field mobile no. that it accept only numeric no. and as well as the numeric digit should not be greater than 10 digits.As i am using dynamics CRM 2011 premises ,the field is text only and i am not able to change it,how can i do this task??
Hi Everyone,
I have a Query here from my end. Is it possible to populate an already existing entity (in my case Campaign) in the ribbon area of any of the View Screen (Leads).
How do I go about with the configuration?
In other words : I have a created a list of campaigns on one end and on the other end I have a set of lead .I need a provision to multi-select the leads and associate then to a single campaign. How do I configure to achieve the requirement?
Thanks,
Pranov
Hi there,
I'm wondering how I can achieve that mails will be deleted in a mail account when they have been inserted into CRM by the email router!? The only way I've found so far is to use forwarding, but this is not really an ideal solutions in my case.
Regards,
Thomas
Successfully created a Microsoft 365 Free Trial Account, partitioned the CRM environment and when trying to launch receive the following error... Is anyone else having this issue?
Server Error in '/G' Application.
--------------------------------------------------------------------------------
Runtime Error
Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine.
Details: To enable the details of this specific error message to be viewable on remote machines, please create a <customErrors> tag within a "web.config" configuration file located in the root directory of the current web application. This <customErrors> tag should then have its "mode" attribute set to "Off".
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="Off"/>
</system.web>
</configuration>
Notes: The current error page you are seeing can be replaced by a custom error page by modifying the "defaultRedirect" attribute of the application's <customErrors> configuration tag to point to a custom error page URL.
<!-- Web.Config Configuration File -->
<configuration>
<system.web>
<customErrors mode="RemoteOnly" defaultRedirect="mycustompage.htm"/>
</system.web>
</configuration>
Hi there,
The new forms in Dynamics CRM Online are quite nice, but it seems not well thought. For example I couldn't find anywhere the possibility to add new activities other than phone calls and tasks.
So my question is: Where or how can I add these within the new forms?
Regards,
Thomas
Im new with the tool, CRM2011 and im havin a little problem; if somebody can help will be nice, SQL Server 2008R2 ask me change the password, and well i chenged, after that i couldent open the CRM in the internet explorer, yes because the administrator account of the SQL server for initiate the services dont star because the password so i put the same password for the services anyways continued not workin something about reporting services can be the thing is how can i put in normal working the CRM what can i do with the SQL Server, im a sapnish speaker sorry my english, thanks.
We are in the process of migrating our home-grown data into CRM. I noticed in the Contact entity, that there are classifications and additional data fields to profile a contacts employment with our firm. Of course, each person in our law firm is created as a user in CRM and I've actually customized that to hold some of our specific data.
We were toying with the idea of creating a contact record for each employeee (user) so that they could be included in marketing efforts as well as other firm contacts. My question:
Is there any problem doing this or are there any "heads-up" issues of which I should be aware? I thought I had read on a blog or forum that this could be problematic if the employee's user and contact records shared the same email address.
Any help or information would be greatly appreciated.
Sincerely,
Glen W.
Hi,
I just created a currency field which should hold a value in GBP. I published all the changes and when I try to enter the value into the field, this error comes up:
"A Currency is required if a value exists in a money field. Select a currency and try again"
What am I doing wrong? I believe that currency field has not been created correctly, but I don't know what to change.
I would appreciate any advice.
Thanks
Monika
Why can I no longer seem to be able to print out my individual Opportunity pages - complete with all of the notes in full?
Hi there,
I'm wondering what this field's meaning is? Could someone please explain.
Thanks,
Thomas