Connections sub-grid (+ button) - Dynamics CRM 2015 Update 1
In 2015 Update 1 is there finally a way to add the + button to a connections sub grid?Further described here: https://community.dynamics.com/crm/f/117/t/135541Thanks!
View ArticleAbility to Follow a record on mobile
I am not seeing the option to "Follow" records from within the tablet or mobile apps. Is this a mobile limitation?
View ArticleWhat's the point of adding Stakeholders to a Lead?
I've been scouring the boards for different stakeholder related posts. I've come across posts for people talking about adding stakeholders to a Lead. Why would one do this? Apparently when a Lead is...
View ArticleRecommendations for a Class Diagram solution
Hi Everyone,Does anyone have have a recommendation for a class diagram tool to model entity metadata, that runs from within CRM? Ideally, you would be able to select the entities you want mapped and it...
View ArticleCan not revise a Quote
Hello everyone:We can not revise a Quote. I'm an admin and there is no Revise button. No alternations have been made.I did add a Subdivision in the Account forms to show Active Quotes and Open...
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Dependent Components with Blank Ids
Hi,We are on Dynamics CRM 2015 on-premise version. When I try to delete an entity, it gives me an error message saying that dependent components detected. However, when I go to the details page, I...
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Unexpected Error Occurred while publishing solutions in CRM 2015
Hi everybody,I was publishing solution on partner hosted CRM 2015. It is giving an Unexpected Error. This organization have managed and unmanaged solutions. I stuck with this from last two days. Please...
View ArticleCustomization through Ribbon Workbench.
Hi I am working on CRM 2013.I have to perform some Ribbon customization.1).Is Ribbon workbench a supported tool for this ??2).Will customization through Ribbon workbench get affected if any Roll up...
View ArticleBusiness Process Flow
Hi,I have created one Business process flow on account entity.In the BPF 5 to 6 stages. First user need to change the color of stage bar if all required filed is filled by the user and second if user...
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Open data in a new tab by clicking the link
Hi,is it possible to open the data (for example the country or language of a exiting contact) in a new tab by clicking the link on entity forms?That was the default behavior in CRM 2011 but now in CRM...
View ArticleFetch xml in javascript
Hi guyzz.. I am a beginner in Crm . I have two Entites player and domestic ....I just want to retrieve record from domestic to player.. I just want to do this with Fetch Xml.. or query...
View Articleautomatically set regarding incoming emails to the right contact
We have CRM2011, and up to now incoming emails were added to CRM but not set regarding any contact. Instead of doing so manually for every single email, is there a way to do so automatically? In my...
View ArticleHow i get records in staging db owned by user or team.
HelloWe copied the CRM online data to local sqlserver database for reporting pupose and query the records directly into local database. We are getting all datas for example all opputunities instead of...
View ArticleRenaming Default Queues of users and teams in CRM 2013?
Is it safe to change the names of default queues to get rid of the "<" and ">" characters?E.g. Renaming Queue <Team1> to Team1 ?To make the selection in the Lookup-View more userfriendly,...
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Facing problem in adding value in status reason
Hi, I have created new entity named purchase order.and in that i have to use field "status" and "status reason"..How can I add new status and status reason like new,release,complete,cancel..?
View ArticleDatabase_Log too big.
Dear allfriend, and expert,My AX server 2012 , alwy full HDD, because:Dynamics AX = 10GBDynamicsAX_Log= 60GB ( Big).Any one help me reduce size of dynamicsAX_Log, can i delete the log file ?Plz help...
View ArticleGetAttributeValue returns null
Hello,In a c# plug-in, i try to get the value of a field with logical name "asip_categorie", type Picklist (OptionSet).Data is filled in asip_categorie.The method GetAttributeValue returns null and i...
View ArticleTracking v Set regarding
I'm struggling to see the difference between using the tracking and set regarding. Clicking on the tracking button seems much simpler and quicker, so it would seem sensible to use it. What benefits are...
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Refresh from CRM button in excel doesnt seem to work?
Hi thereEvery time i use advanced find and export my finds into excel everything is fine and well, but when i the want to update the info in the dynamics excel sheet then the dates gets replaced by...
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