bulk edit questions - list data/notes
Hello, do you know if CRM provides an OTB way to bulk edit forms through subgrid list controls? When I select the bulk edit option for case forms, the subgrid controls are all disabled. Also, do you...
View ArticleChange time zone UTC to EST
Is there is any possibilities that can i change default time zone UTC to EST in CRM Dynamics. I change time from option but i get all time in GMT. Is there is any way that can i change it from web...
View ArticleWorkflow gets triggered twice
We have a Parent and Child workflow which are triggered when a field called Project Status of Opportunity is equal to Bidding or Awarded.This workflow will then create some tasks automatically which...
View ArticleCRM 2013 RU1 bugs - where to report?
Well, after update of CRM 2013 to RU1 the following bugs appeared, which actually ruins everything.1) You can not use links in dialogs anymore, why? Well, if you write a link code like...
View ArticleErrors when changing Service reference URL in SDK Silverlight samples
Hey,When I open the "soapforsilverlight" and change the Service Reference to my CRM server, I can't compile anymore since there's a lot of errors in the SilverlightExtensionMethods.cs.A lot of them are...
View ArticleUndeliverable email folder in CRM 2011
I am trying to understand how this undeliverable folder works in CRM 2011. I have emails accumulating in this folder and the users are all active in CRM? Why do emails get routed to this folder?
View ArticleWorkflow to run when any record is accessed?
Hi:I am running 2013 Online....basically, I need to know if there is a way to have a workflow (maybe an action?) that can run any time a record is accessed? I have 10K+ of this record (Account) and...
View ArticleNAV Connector and database information
Hello,I would like to know where you can set the database server and name for the NAV connector.After making some tests on the current setup, I realized it's pointing to the wrong database and would...
View ArticleWhy are optionset controls ridiculously small?
We have optionsets that have 3 or more values, yet the control only allows you to see 1 value at a time. Honestly, Microsoft CRM 2013 has some ridiculously silly user interface settings. I just created...
View ArticleQUEUE
Hi,I have created a QUEUE to help users that don't have outlook track emails. I thought I had it all working but during testing I found that I can forward emails from my account that the QUEUE and they...
View ArticleEmail Template
When inserting a template and sending an email in 2013 Dynamics CRM, the from address is automatically filled with the email address of the current user sending the email. How can I have the "To...
View ArticleC# Query on records with related entities
We have a custom entity where users enter records. These records are child records of one of 3 custom parent entities. When the entered records are 'approved' there is a requirement to send a reminder...
View ArticleDialogs w/ Input arguments (CRM 2013)
How would I construct a dialog that would pull a lookup value from a record and then use that in the query during the dialog. e.g. Dialog that would ask a person if there are any related Opportunities...
View ArticleImport Concerns - Prevent Source Option Values
Hello,We have a CRM 2013 deployment and we allow our marketing department to import lists of leads. Normally, this does not cause issue. However, if someone goes through too fast, they are able to...
View ArticleNo Emails
Previously, I was getting junk mails but now I am not getting any mails for the MS Dynamic Community, even though I earned couple of badges last week but I did not get any notification Email? Can...
View ArticleSSRS Report Timeout inside Business Intelligence Studio
Hello Everyone,Could be wrong forum, stuck it inside CRM because its a CRM Report....?Currently I am trying to "refresh fields" inside Business Intelligence Studio and I am getting the following...
View ArticleSocial Pane Activities - From Email
I have a question about the social pane. I have a closed activity for a custom entity where that record is in the "From" of the record, but not the "Regarding". I am wondering if this activity should...
View ArticleError When Attaching Documents to Opportunity
Hi, I am currently receiving the following generic error when trying to attach any document to the notes section of an Opportunity:"ERROR: An error has occurred.Try this action again. If the problem...
View Articleproblems with merging principal document with data source
How to conform the principal document to the source data?when merging a CRM quote through words the following alert appears:non valid merge fieldsthis merge field is used on the principal documentyou...
View Articlecustom sql reports
Hi, I need your help. I have to get a table with two columns. sum of the orders' total amount brouped by customers. Here is my sql query.select sum(totalamount), account.name /* or contact.fullname if...
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