Looking for some tips on a requirement - Adding notes to Quote without...
Hello Experts,I have a form where I am listing the active quotations in a subgrid. I want to allow the user to "update" the status of each quotation without actually having to "open" the quotation. By...
View ArticleRetrive all accounts using Odata Query
For Creating new account using javascript I use this code url: serverUrl + "/XRMServices/2011/OrganizationData.svc/AccountSet",Now I want to retrieve all the account list using javascript odata...
View Articlemicrosoft.crm.shared.Analyzer Base +collection Failed . Getting this error...
I'm trying to install Report Authoring Extension for crm 2015, so that I can create reports using fetchxml. But I'm getting this error "microsoft.crm.shared.Analyzer Base +collection Failed"downloaded...
View ArticleError while creating account entity on crm through Java
I am trying to create account entity on dynamics crm side, through java code.I am getting error "An error occurred when verifying security for the message.". So, after googling the issue I found that...
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Configuring Outlook 2013 for online CRM 2015
Hi experts,I have used configuration wizard for CRM 2015 to configure CRM in outlook I am able to see the progress bar after entering credentials saying adding organization but in middle it's giving...
View ArticleError CRM 2011 for Outlook - A record with these values already exists. A...
Hi All,Recently 1 one of our CRM user faced a issue while tracking a mail in CRM 2011 On Premises.Error CRM 2011 for Outlook - A record with these values already exists. A duplicate record cannot be...
View ArticleCRM 2013 data import fails with synchronous plugin
Hello,We are facing an issue while importing lead data using OOB data import.We have asynchronous plugin registered on Create of lead (Post-Operation) and is working fine while data import.Because of a...
View ArticleHow to achieve Recurring Price List functionality in CRM 2015?
Hi,As per the CRM 2015, it doesn't allow to have Recurring Price List concept. If business wants such then how it can be achieved.Thanks.
View ArticleHow to have nested Product Bundle structure in CRM 2015?
Hi,How can we achieve like Adding Bundle to bundle , the way it allows for adding Kit to Kit. If we want to have nested Bundle structure in CRM 2015 then how it can be achieve(As For Kits, one can have...
View ArticleCRM 2011
Hi,We are currently using Microsoft Dynamics CRM 2011.What is the difference between 2011 and the current 2015 version ?I need to build up a business case to upgrade and need as much information as...
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CRM 2015 : Issues with Optionset Text from SDK.Metadata.RetrieveAttribute...
Hi Vijay,My requirement is to get optionset text depending on the optionset value that I retrieve from odata query.I am using SDK.Metadata.RetrieveAttribute for it.and I am getting an error 'result' is...
View ArticleSubgrid on entity - custom filter
I have created a custom entity called Restrictions that consist of two types of contacts: The contacts are either Type A or Type B. Whether a contact is type A or B is controlled by a specific Field on...
View ArticleCases, Accounts and associated contacts
When I create a case, I use the Customer lookup to find the account. Under a new field called "Responsible contact" (lookup - contact) I want this look up to only display the contacts associated with...
View ArticleTAB Order Left to Right in MS CRM
Hi Guys,I have a requirement from client , The Lead form Tab order should be left to right.am using below code. its working fine. but i have small issue in one place. where the tab order bounces from...
View ArticleCRM Product Families
HiWe've recently upgraded to 2015 and we're investigating the use of Product Families. We have a well built out product list which are then added, as necessary, to the Opportunities. These separate...
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Hide Lookup more record option in dynamics crm view
I want to hide the option "lookup for more records" in a lookup.is that possible ?Thanks,Haseeb Jamshed
View ArticleCancel an existing task activity from java script
Hi,i have a requirement to cancel an existing task activity from java script. I have the GUID of that task but what do i need to write to cancel it using the available GUID.My code is as below:var req...
View ArticleRoll up Attribute
Hi,Am creating the 'Roll up Attributes', as the refresh timeslot will be every 24 hours, so i will leverage the 'Refresh' button on the form.Is there any specific authorization i should give to the...
View ArticleHi Guys, Can I have steps to create product backlog in MS CRM 2015.
how can I create the product backlog? please suggest me the navigation, thanks.
View ArticleAutomatically create entity
I have a phone Call Activity and would like to create Project entity (custom) based on information from the Phonecall Activity, but i also want to automatically open the New entity so that I can edit...
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