Publish product catalog to WordPress or similar
I'm setting up our CRM Online 2016 with about 50 products, and plan to use families and products with a multi- level hierarchy to create quotes. I want to use a simple, low-cost website platform like...
View ArticleProduct family crm 2015/2016 + connections
Hi,I have some questions related to properties for product family:- there are predefined data types for product families {decimal, option set, whole number,....}. How can I extend that ? I need...
View ArticleDomain setup on local
Hi...OVERVIEW:I have one VirtualMachine 'CRM 2013.vhdx'. Below are it's details:OS - Windows Server 2012 StandardMs CRM server - 2013Domain - MyOffice.comHost & Computer Name - My-Host-NameThis vhd...
View ArticleCustom workflow commit changes after it finishes?
We are developing a system which makes use of the custom plugins to sync data from one system to another. Durring some processes there would be ab exception and the workflow would stop and roll back...
View ArticleTax and invoice setup
I want to setup Tax and customize invoice printing to PDF. could you please send me step by step instruction. I am new to Dynamic CRM.
View ArticleImport items into Quote product Entity using ProductNumber
Hello,We have a requirement to import bulk items into the Quote products entity of a quote using ItemCode (productnumber). However we found that the Item Description (productid) is set as the Primary...
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Xrm library file not loading properly in outlook client
We have some Html pop-ups for performing actions like cloning orders, importing quotes etc. These pop-ups are throwing exceptions when they are opened by the CRM Outlook client. The reason, we have...
View ArticleMultiple of 1000
Hi All,Can someone please suggest me a sample JavaScript for the below task.A validation needs to be performed to ensure that the values a user keys into a numeric field (non-decimal) must be multiple...
View ArticleUsing Knowledge Articles, Best Practice etc
Hi,We're considering using the new Knowledge Articles in 2016 Online CRM.I've done some testing with it and I have some questions about how you guys have gone about some primary functions in it.I've...
View ArticleIdentifying client type - Web or USD?
Hi allI have been trying to find out if there is a method I can use to determine whether a current user is using the Web client or the Unified Service Desk, as the solution will contain some custom web...
View ArticlePlug-in Trace Log
Hi,I have a simple question on the new Plug-in Trace log feature in CRM 2016. Besides plug-ins, is it also possible to trace information in CustomWorkflowActivitiesSteps?With best regards,Michael
View ArticleBusiness Queues
HiWhat is the deal with business queues? It seems to be the default view for queues and we cant change this. It is also not possible to customize the queue.The problem is that we have one "customer...
View ArticlePlugin does not run during Data Import
Hi, I created the Pre event ( Stage 10) plugin for lead creation based on some condition from data Import.If the condition will satisfied means I will allow to create a lead or else i will throw the...
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Contact form open within Iframe section CRM 2015
Hi,In my dashboard when i clicked on any on contact record from contact list (See below)Then the selected record open within the Iframe section in Dashboard it self.My issue is that, the contact record...
View ArticleHow to create n number of text fields based on the value given as input in a...
Hi,I've a text field. If I entered 5 in the text field means, it should create 5 Text fields. If it is 10, it should create 10 Text fields.How to achieve this???Thanks
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Hierarchy on Main view form
Hi,I was wondering if there is a possibility to use this hierarchy on the left in the picture and to display it on Account view form for example.
View ArticleMS CRM Lookup field in HTML web resource page?
Hi,How to display MS CRM lookup page in HTML web resource page?In Silverlight we have SilverCrmLookup as lookup control.
View ArticleRecruitment process and entities to use
I am trying create a recruitment process using CRM Online. I have a few questions surrounding this. I will have entities like Prospective Candidate -> Candidate -> Employee. This is like the...
View ArticleWeek number incorrect for European standards
Hi there,I have noticed, both for an on-premise Customer and CRM Online, that even with local format to be e.g. Danish/Denmark, week numbers are set to American standard.Meaning for example, this week...
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Can Basic licenses users work with custom dashboards?
Hi,Currently looking forward to switch some users who don't need opportunities and lead qualification to Basic licenses (crm online)I am confusing about this picture below with rights explanation. We...
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