Account level display of partner entity completion?
So one of my Orgs holds approximately 8 entities (records as campaigns) for one company we work with. Our contact records have specific PID's (partner IDs) assigned to them and can occur in multiple...
View ArticleMulti-line text taller than max lines of text setting
I have a basic CASE form that I've added a multi-line text box field to. If I specify the height as, say 4 lines high, (any number will do), the form displays the ENTIRE text (and some emails were...
View ArticleCRM 2013 Online Queue view list - can we restrict?
I have a client who wants to heavily use queues, and wants to have several per department, but he does NOT want somebody from one department to have their list of vlews cluttered by those from the...
View ArticleCRM 2013 On Premise Back Up To CRM Online
Hello,We currently have CRM 2013 On Premise running. However, if the power ever goes down, we would love to have a back up of our system running on the Cloud so our users can still access CRM and all...
View ArticleHi, help me to write connection part(credential part) of console application...
I am unable to connect . Here is code . CODE:OrganizationServiceProxy proxy; ClientCredentials deviceCredentials = null; ClientCredentials clientCredentials = null; Guid...
View Articleconsole application - crm 2013 online
hi, please tell me how to write console application to crm?how to connect, important points etc?e.g how to write code for application that will process everyday 6pm to do some work.
View ArticleChange Default Queue Lookup View from "Business Queue"
As the title suggests, since the upgrade to the new Dynamics 2013 (6.1) we are seeing that "Business Queues" is now the default Lookup View when trying to route records. This only includes newly...
View ArticleCRM 2011 Causes Outlook windows to open behind main window
Hey all,I've been having this problem with a handful of users. We're using the Outlook (office 2010) client for CRM 2011 (latest rollup 18) with an on premise server. The problem is, with the CRM...
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1>how to retrieve records using rest.?2> How many ways we can register the plugins3>what are images and types
View ArticleMail Merge Quote for Customer print totals at the bottom
We are creating a new Mail Merge Template and we would like the following fields to be placed after the Product listing Please find your quote details below:Quote ID:...
View ArticleHi I am getting error in console application for CRM
error at last line: The authentication endpoint Username was not found on the configured Secure Token Service!code:OrganizationServiceProxy proxy; ClientCredentials deviceCredentials = null;...
View ArticleSet look up Default value in Dialog (CRM 2011)
Hi,When creating a dialog prompt, I can either set the Response Type to single line. However, I cannot set a Default Value to the look up types.Is there any solution for setting default value for look...
View ArticleDynamics CRM Renewal
Hi everyone! I am hoping to get some help with my question:A customer of mine asking if they will not renew SA benefits for CRM Dynamics would their server and everything still run or will it stop...
View ArticleHow can I customize the Close Opportunity Dialog Box???
Hi,I am trying to update the status reason values in the close opportunity dialog box. My organization has multiple different reasons for a win/loss that I would like to include in the status reason. I...
View ArticleModify opportunity close entity form?
I have to edit the opportunity close dialog page to allow users to select more than one status reason when an opportunity is lost. This form is non - customizable. Anyone has idea regarding this change...
View ArticleCRM 2013 Emailing Reports on a Schedule
Can anyone tell me if it's possible to automatically email a report, to a given schedule, say weekly from the CRM online? We are using MS Dynamics 2013. Thank you :)
View ArticleImporting Sales Literature - with attachments
Is it possible to bulk import Sales Literature, with an attachment per list item?We have 110 different entries which we would like to import, and each has a pdf document which we would like to attach....
View Articleobject address not found on party or party is marked as non-emailable
Hello, I'm programmatically creating an email and everything is working as expected. However, when I try to add a contact to the collection of cc activityparties, the system encounters the following...
View ArticleTeam Role Based Security Question
I have a custom entity X and a user User that is assigned a security role Role U. This user is also a user in a team T that has a security role Role T.Role U has Basic access level to write entity X...
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