CRM - Fastest way to download +50K records
HiWe need to migrate a customers CRM from one deployment to a new one. We need to download 20K incidents, 15K contacts, etc. We used the SDK to connect to the source CRM and download all the records we...
View Articleduplicate leads from separate sources
Wondering how others manage these. I don't delete the duplicate leads if they are from different sources. Ex. = stopped by my booth at a tradeshow and also downloaded information from my website. I try...
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Create Add & Remove Select List in CRM 2013
Hi,I need to create a select List with Add & Remove button as below. Please help me with this.
View ArticleXrm.Page equivalent to crmForm.all.IFRAME_quotedocument.src
I'm upgrading from CRM 2011 to 2013 and I need to fix the line below for 2013.Any suggestions?crmForm.all.IFRAME_quotedocument.src="/isv/CRMSilverlightExtensions/Default.aspx?typename=qoute&id=" +...
View ArticleAggregating field data using an N:N relationship as a basis (rollup fields do...
Dear Microsoft Community,I would like to take this time to ask a pressing question. We are in the middle of creating a process with Microsoft Dynamics that will enable us to associate opportunities...
View ArticleSending a lead page to a distributor
Hey All,We want to share information with a distributor through the lead page. We are a retail company who receives leads everyday, some stay with us and some we shoot to a distributor. What we do is...
View ArticlePassing date to oData query
Hello,Here is my code to retreive data using oData Queryvar startTime = Xrm.Page.getAttribute("scheduledstart").getValue(); var endTime = Xrm.Page.getAttribute("scheduledend").getValue(); odataQuery =...
View ArticleWhat Version of Connector do I need
I have a on-premise CRM 2011 instance running on SQL2014 CU4? Any guidance on which version is most applicable for me? Will not be exchanging data with other Dynamics products, only with other SQL...
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How to customize the login page? (Dynamics CRM 2015 On-Premise)
I am now using the Dynamics CRM 2015 On-Premise. Is it possible to customize a web login page instead of the system prompt? I heard it is possible under IDF, but it is too complicated.
View ArticleNeed suggestion on creating account/ contact record from one organization to...
I have a requirement to move data from one organization to another (without using data import wizard). For this, I can create either a SSIS package or console app to retrieve record from source...
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How to close Quote as Won.
Dear Team,When i try to close active quote, i can see only 3 option as bellow.1. Close2. Cancelled.3. Revised.I can't see option as WON. Can you please suggest how can i close the quote as won.Please...
View ArticleRefresh Header filed of entity.
Hi,I am trying to update header field using javascript but its not updating. When i refreshed the browser. i get the value updated in that field. so please let me know how can refresh the field without...
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Wrong audit user
Good morning everyone, I have a strange behaviour on the auditing section of my CRM.Sorry for the quality of the screenshot but, anyway, the problem is that, when we do a modify the user is correct...
View ArticleHTML Web Resource Label (as a Required Field)
I have an HTML Web Resource inserted into a CRM form, I wish to indicate that it is a required field, hence I appended "*" in the label. But how to change the color of "*" to Red? It is the CRM form...
View ArticleHello Everyone, Has someone came across or done an integration between...
Hello Everyone,Has someone came across or done an integration between MSCRM-2015 and JD Edwards (Oracle). Kindly share your ideas, I need your suggestions on doing this integration.Thanks.
View ArticleTrigger Plugin or Workflow when marketing list member has been removed
Im using Marketinglists in Dynamics CRM 2013 with MemberTyp Contact. When I remove one of these contacts, I want to trigger a workflow and/or plugin which is doing some logic - is this possible? I...
View ArticleCRM user Appear as activated but he cannot log in or perform any action on...
Am using CRM 2013 , I have a user that appear as active but he cannot log in and when I want to change any properties of this user it gives me that the user does not exists !! I checked the sql...
View Articlenew 2015 install - unable to change domain logon name
HiI've just created a brand new 2015 installation and I'm trying to add my first new user and I getUnable to Change Domain Logon NameHas anyone else encountered this and resolved it? And why would it...
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Wrong "Scheduled Duration" view in Outlook Client
Strage issue.If i view "All Service Activities" in outlook client the "Scheduled Duration" is shown in an format like "1.234" (false)Same view in web client shows, for example "2 Days" (correct)
View ArticleSend email from Dynamics CRM using Server Side Synchronization
I've completed the Email configuration for server side synchronization. Now, what could be the next step to send an email from Dynamics CRM online.
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