Portals - Add Custom user Login Page
Hi Guys,I have a requirement in Dynamics CRM Portals. we need to create a Custom Login Page in Dynamics crm Portals and the username and passwords are check from the SQL Database.. After User...
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Custom Ribbon Delete Dialog on sub grid - Retrieving to see if data exist....
Hi,On my ribbon I enable a rule on the Delete button. The delete button will check to see if data exist. The logic is working. My problem is when the Delete Dialog appears and I click cancel and then I...
View ArticleUpdate Closed Jobs
Hello Everyonei'm trying to update an empty field in Jobs entity for the completed jobs using on demand workflow. but the workflow didn't work so i'm not able to update them.Any Idea if we can update...
View ArticleConfiguration Wizard crashes at startup
Hello,on many Windows 10 maschines in my company it is no longer possible to configure the Microsoft CRM 2011 Outlook Client. By starting the Configuration Wizard it crashes with the error log shown...
View ArticlePass values between forms
Hi allI want to pass values from main form to lookp's new form. For Example: There is a Property entity form that has two lookup fields:1. Account2. Bank detailsSelect account and than going to select...
View ArticleMS CRM Portal for On-Premise
Hello,We have configured the MS CRM Portal using the installer and documents provided on below URL-https://www.microsoft.com/en-us/download/details.aspx?id=55789The configuration is done successfully...
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How to override BPF 'Active for' date?
Hello.I`m facing issue while doing data migration in Dynamics 365 Version 1710 (9.1.0.1117) online.When the opportunities and their BPF process instances are migrated the process`s 'Active for X hours'...
View ArticleCreating Records in crm from external website
hi friends,client has one website, it has contact us form, it has 5 fields, when user enters data in the fields and click on submit button, record should be created in the lead entity of crm. please...
View ArticleBind case number on submitted success message
Hi Everyone,I am using 'Entity Form' for creating a case. On creating a case i have used option 'on success' as 'Display success message', here i want to add a created 'case number' to that...
View ArticleFacility/Equipment entity ribbon uncustomizable
Hi,I'm trying to customize the "Facility/Equipment" (OOTB entity) ribbon but when I try to open the solution with the RibbonWorkbench I receive the error message "There were no entities in the solution...
View ArticleHow we can swap the values in CRM(First name and last name) without changing...
How we can swap the values in CRM(First name and last name) without changing modified by?
View ArticleTargeting certain individuals on facebook
Hi, is it possible to target certain individuals on Facebook by sending out posts relevant to them
View ArticlePreventing duplicates when adding contact to marketing list via workflow
Hello.We use a workflow to populate static marketing lists for subsequent use in Click Dimension campaigns. The workflow option to "add marketing list member" is a custom function from a solution we...
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doubt related my work
Hello Everyone,in my project we have opportunities entitywe have custom plugin to create auto Opportunities number ........like bellow.. like you can see this is how it get created opportunities...
View ArticleCalculatePrice Plugin does not triggerd on Version 1710 (9.1.0.1117) online
Hello,the working scenario is the following during the saving of a quote record, the system runs two identical workflows; these workflows create two quotedetails entities; for quotedetail entity...
View ArticleCan't track Dynamics items in Outlook
Problem just started happening yesterday (Jan 7). When I send an email in Outlook, I use the Dynamics 365 pane to assign it to an account. Starting yesterday when I search for an account nothing comes...
View ArticleHide letter,fax, and campaign response ribbon buttons on the activity based...
Hide the ribbon buttons in Activity based on the security roles.
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Refresh a View within a Quick View Form within an Interactive Experience Form...
The essence of what I am trying to do is click the refresh button (WITH Javascript) on this View when the larger Quick View Form is loaded within the Order Reference Panel, all of which is nested...
View ArticleLast Activity Date of an account and its contacts should be displayed in...
Last Activity Date of an account and its contacts should be displayed in "Last Contacted date" fieldthe activities are - email, appointment, phonecall and another custom activity called demo.we have to...
View ArticleUpdate Contact records via Import tool using only ContactID
I am attempting to update records for Contact entity, trying to avoid duplicate entries. I am able to do this on an Account entity by pasting AccountID in the Name field. However, not able to do this...
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