Retrieve data from related entity
hiI read somewhere that it was not possible to fetch from the fields of an entity related to another by the mean of an intermediate entity.For example I have an entity A (col1, col2), which is related...
View ArticleMsCRM - SAP Integration for Customers
Have any of you been successful in integrating CRM (MS) with SAP - specifically for things like Customer Master integration and other details ? Let us know .. would love to exchange war stories .....
View ArticleModifying the 'Sales Stage' Field
Hi all,I'm trying to modify the Sales pipeline report, we do not use the 'Sales Stage' field, in fact it has been removed from the opportunities form altogether, but I can't find how to remove it from...
View ArticleSet field's value from another field
Is it possible to take one field's value (Option Set) and set that value to another field (text) in form? If it is, how it's done?
View ArticleCharts
how do i fit two charts into one , like i have open cases for the month & closed cases for the same month ??
View ArticleChanging standard field's data type
My goal is to change the data type (from Single Line of Text to Option Set) of standard field "Subject" that appears on Appointment Entity. People at StackOverflow say it is not possible. If it is...
View ArticleCustom entities and relationships to system entity
HiI have created a new entity called Category and I've created a 1:N relationship with the system entity Account...basically I am wanting to categorise my Account records.I have added the relationship...
View Articlehow to convert system warning Messages as alerts
How to display system warning messages as alerts in crm 2011. For example when an appointment is booked for a user out side of their working hours , we will get a warning message on the...
View ArticleMissing "Bring in another form" button on Ribbon
I just installed the 2013 update on our CRM online and received notice of 9 potential problems. As i try to update each form to the new version, MS points to a "bring in another form" button which...
View ArticleActivity View
I'm currently having issues in viewing all activities within a lead under the general tab. I used to be able to view everything without having to scroll down. Is anyone else having issues with this?...
View ArticleFoxpro to Dynamic CRM how easy is it?
We have antiquated Fox pro databases..very customized..we are now looking at the new Dynamic CRM...how easy will it be to move the DB's
View ArticleCan this chart be done without a custom report?
Trying to create a stacked bar chart or something similar with three values.A - XXXXyyZZZB - XXyZC - XyyZZData would look something like this:Contact Company Date Ordered Jim A...
View ArticleChart XML - Changing the ToolTip in a Series
I tried to use the notation that visual studio 2010 gives for charts which is to put a ToolTip="ABC" in the series, but it doesn't seem to override the ToolTip. I also tried ToolTipLabel="ABC" which...
View ArticleCan't disable one particular user
I disabled a handful of old users successfully, but there's one that doesn't get removed. No error pops up, nothing happens. I refresh and they are still on the list. I assume it's because they're tied...
View ArticleHide or suppress these unused fields
In Microsoft Dynamics 2011 (soon to migrate to 2013) We have a custom solution with custom entities. So there are a number of fields on the built-in forms that we do not use and we'd like to hide them....
View ArticleRelationships from Entities
I'm trying to create a 1:N relationship from the Opportunity entity to a custom entity which populates a value for a field on the custom entity based on a workflow. but when it gets to the UPDATE step...
View Article"error on page" without details?
Hello - when I click a button on the ribbon, the form is displaying "error on page" in the status bar at the bottom. It seems like CRM usually displays a popup with error details. How can I get CRM to...
View ArticlePrice List Blow Up
Has there been any research to the cause of the price lists blowing up? This is the second time I have had an issue where after building price lists, I go to create a order or quote and the products do...
View ArticleRemoving "Unassigned Value" in an Option Set
Is there anyway to remove the "unassigned value" from an option set through JavaScript? Its value is "null".
View ArticleCRM Instance Adapter not showing in the Connector for Microsoft Dynamics
I'm looking to migrate data from one CRM Online instance to another and I thought I would try the instance adapter. I downloaded and installed the Connector (for NAV) and followed the instructions in...
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