Workflow Not Running on Trigger
I've put together a work flow that is supposed to run whenever a lead's total score changes and the score is greater than 80, however, I have tried to test it and the workflow doesn't execute. I set it...
View ArticleCopy all Option Set Items to Multiline Text field (using JavaScript)
I would like to know how to copy all (and also selected) Option Set Items To MultiLine text box using JavaScript. Any advices? Thanks in advance
View ArticleCRM 2011 XAML Workflow Tools Error "Could not generate view for workflow"
Following all the steps described in Microsoft Dynamics CRM 2011 Developer Toolkit project, I created a new XAML Workflow library (described in Create and Deploy XAML Workflows Using the Developer...
View ArticleExporting and Importing KB Articles
HiCurrently, we have a LIVE system we use where we want to export 1000 KB articles from. We also have a customer facing portal which uses a seperate CRM database. We want to import these 1000 articles...
View ArticleReporting services not working for one report
I have a few custom reports that I use on a daily basis. 3 out the 4 that I have work however the stopped working last week (it worked before).When I run the report, I immediately get an error on the...
View ArticlecrmForm.all[] Xrm.Page alternative
I know that crmForm.all[] is deprecated. How it should be used with Xrm.Page?
View ArticleCRM 2011 Outlook client error when setting Regarding
I have one user who has rights identical to other users. For this one user, when he attempts to set regarding in the CRM Outlook Client, he received this error: The selected team does not have...
View ArticleOutlook client cannot be configured after installing Critical Update
Hi,We have RU11 before then we installed Critical Update. But after installing it on both server and client side. Outlook client cannot be configured. Here is the config log:11:28:11| Info| ===...
View ArticleChanging service doesn't update resource selection rules on saved appointments
I'll give a concrete and simple example to show what I'm talking about.We have two types of appointments (entity name "serviceappointment") - "Phone Call" and "In-person". Phone calls require that only...
View Articlemark task as completed based on sent email?
Hello - I need to mark a user task as completed, when a user sends an email. The task will display in the user dashboard as "send pm intro" and this is also the name of the email template for the...
View ArticleProblem with Dynamic Pivot Table Export
I'm having a problem exporting pivot table to excel in on premise CRM. I get the export just fine but I'm only getting one worksheet. The pivot table worksheet shows up but the additional worksheet...
View Articlecustom qs params in crm?
Hello - I was curious, what's the general opinion on using custom qs params in CRM? Are there any scenarios where this is recommended? Does MS recommend a particular implementation pattern? Or are...
View Articlesave data through js form onload?
Hello - I know how to retrieve data through js with oData. However, what would be the recommended way to *save* data in form onload through js?My scenario is that I'm going to be passing a value...
View ArticleError when trying to create a new workflow or dialog.
After updating a custom assembly with a new custom workflow activity, I started receiving this error message:Unhandled Exception:...
View ArticlePreventing duplicate connections
I have an entity that may contain hundreds of connections. Is there a way (besides using the search box) to check if the connection already exists using duplicate detection?I would like a pop up...
View ArticleCRM online Fetch Report fails for a large query
All,We have report that is built in Fetch XML and report works fine a small input of dates, but if the date range is huge then report tries to load and fails after some time.Is there a way that we can...
View ArticleCRM 2011 Email Template Issue
Hello,Since upgrading to 2011, I'm having issues creating a usable email template. The text font will only render as Times New Roman, even when I change it to other fonts. It's infuriating. Has...
View ArticleLine Item Number in Quote Product
Hello,The quote products are sorted by product name but there is also a field called lineitemnumber, which seems to to be utilized. I would like to use it and order the products by this number. Is...
View Articlejquery incompatible with CRM2013
I have received an email from MSFT which implies I cannot upgrade to CRM2013 online due to web resource customisation issues. The issues indicated are nearly all in jquery (v1.10.2) with the other...
View ArticleHow to create website with Dynamics CRM
Hi I am a newbie to CRM 4/11I have the following requirement to design a CRM system1. Dynamics CRM (4 or 11) for internal users (same domain/network)2. more than one 3rd party websites get/post data...
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