Migrating Ribbon Workbench Changes to different Environment
Hi,I have performed few ribbon changes in my Dev machine using the Ribbon Workbench tool. If I have to move it to the higher environments, exporting and importing the entity inside a solution will...
View ArticleSending Emails via Invoice Entity
We currently send out email with an attached PDF invoice to customers when an invoice is created in our system. Our customers want the ability to specify a second email address that should receive...
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Displaying Custom Messages Upon Login
When a new user logs in they see this message box appear from Microsoft.I essentially want to create my own.Or better yet I would like it to display important messages from a feed that the logged in...
View ArticleCRUD Request using executeMultiple() in Javascript
Hello,I'm supposed to create a JS-Ribbon-Button that deletes a ton of records. Since there is no Xrm.WebApi.deleteMultiple() method, I tried doing it with executeMultiple.Request object code...
View ArticlePatch ownerid give 'forbidden' error
I'm trying to update the ownerid via HTTP requestaccountToUpdate.Add("ownerid@odata.bind", "/systemusers(" + ReizigerGuid + ")");HttpRequestMessage updateRequest = new HttpRequestMessage(new...
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CRM Ribbon (2 entries) not working properly
Hi!I don't know if this problem is common but i can't stand that there's no resolution for that..User wants to have CRM at the start of outlook but it's not working?Why?To start CRM he has 2 entries...
View ArticleBase new lead on an existing account
When a new lead is being created we want to be able to select an existing account that would have been created from a previous lead when that lead was qualified. When selecting this previous account...
View ArticleAuto Populate the fields
Hi All,I have a 1: N relationship between entity A and entity B. Have a lookup field of entity A on Entity B. I want to auto-populate the fields of entity A on entity B form after a value is selected...
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Disassociate case from custom entity
Hello!I have a custom entity with a 1:N relationship with Case. On its main form I have embedded a related cases sub-grid and I am able to add cases to this sub-grid but not able to remove them, only...
View Articleis there a Managed Solutions Repository (so Can I find there the solution...
Hello, community,is there a place(a Global and common repository) in which I search, find and download managed solution?thanks in advance
View ArticleData sincronization between entity
Hello, I need your help.I need to keep two fields synchronized. The main field is in the opportunity (it is a drop-down menu) and each time it is changed it must be modified in the Quote.It is not...
View ArticleI have an email field but now I want to create another field that will take...
I have an email field but now I want to create another field that will take everything after the @ in the email field....how can I do this?
View ArticlePossible to add an editable grid to a quick create form?
Hello,Is it possible to add an editable grid to a quick create form? If so, how? I can easily add them to my "Main" forms, but can't seem to add them in quick create forms.
View ArticleNeed to Fetch record name from the Lookup field in fetch xml builder under...
Hi All,I am facing an isse while getting the record name from the lookup filed.Currently i am writing a query in Fetch xml builder where i need a data from related Entity.there is two entity Employe...
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FS Mobile - changing the minute increment in Woodford
I have Date/Time fields on the Bookable Resource Booking entity where the minute increment is set to 5 minutes. I need this to be in 1 minute increments. I've tried to set the MinuteIncrement in Edit...
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Changing Lead Owner to Territory Field using wf or business rule
I'm trying to set the lead owner to always match another field (territory owner), once that field contains data. Only, when I try to do this through a workflow, the workflow editor doesn't seem to...
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Audit logging for queue items is failing us
Hello, we typically send items to a queue for a supervisor to approve. Once the supervisor approves, they will route them to another "approved" queue. A team member takes action on the approved items,...
View ArticleAlert when User isn't supposed to see a record
We do not want to solve this problems using security roles and privileges for reasons beyond this post. Basically, we have custom look up field on a form to a user, and we need an alert box to pop up...
View ArticleEmail Template -Email must have at least one recipient before it can be sent
Hello,I'm creating email template which is named 'A' and I have a workflow from where i'm calling that email template by adding step Send email- Use Template - Custom entity(admissions application) -...
View ArticleDisplay Login user hierarchy in home page
does anyone know hot to display login user hierarchy in the home page in supported or unsupported way. I'm using CRM online so not sure even if it is possibleThanks
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