Discount option not working
Hello Everyone,i am trying to apply some discounts on selected products in opportunity section but when i click on recalculate opportunity, nothing happens. the price of the product remains same. can...
View ArticleCreate vs Update in Ms Crm by c#
Hello guys ,Database design :Main Entity : CustomerRelated Child Entity : PhonenumberRequirement :Old Phone no list : 11 , 22 , 33 , 44 New Phone no list : 55 , 66I want that these new Phonenumber...
View ArticleEmails & Workflow Processes
I am trying to create a workflow that sends an email to the owner of a new record. The reasoning behind this is that User A will create the record and assign ownership to User B. We want user B to get...
View ArticleTab with subgrid adds extra sections that shrink the subgrid
I have a tab that consists solely of a subgrid to a custom entity. Periodically users start to notice that the subgrid no longer expands to more than a couple of rows and when I check the form...
View ArticleWhat if you need more than 60 Marketing Lists?
Dynamics seems to have a 60 list limit. I need to create more than that. Any ideas for getting around that?
View ArticleIncluding an unsubscribe-link using mail merge with Word - how does it work?
Hi,I want to start distributing my newsletter via my Dynamics CRM online.I understood how to use Word in the process and succeed in sending my mails. However, I don't see how I can include an...
View ArticleCRM 2013 For Outlook Going Offline Error
i have a Generic SQL Error when going offline using CRM for Outlook 2013 , this error prevent me going offline , this is the trace log :>Web Service Plug-in failed in SdkMessageProcessingStepId:...
View ArticleEarly binding vs Late Binding in Ms Crm - c#
Hello guys ,I wanted to know in general - when to use early binding and when to use late bindingFor example , I want to create new record in Ms Crm by c# :Code snippet 1 (Late binding) :Entity e =new...
View ArticleC# Delete vs Database trigger delete in Ms Crm
Hello guys ,Database design :Main Entity : CustomerRelated Child Entity : PhonenumberBusiness Sceanrio :Our business uses ui to show customer details and list of phone no.User can add as many phone nos...
View ArticleSubgrids shrink to 2 rows after new modification is published
I'm having a very frustrating time dealing with subgrids. The Number of Rows are set to 250, and Automatically expand to use available space is checked off. When published, the subgrids behave as one...
View ArticleCRM Online - Get campaign cost from Campaign using marketing list
Hi guys,Marketing guys are asking me to make a report (SSRS) that shows the campaign cost of leads but I have a problem here: I had to add the leads to a new campaign to assign them costs because some...
View ArticleCertificate Authentication for Mobile apps
We're using CRM 2013 with ADFS 3.0 on Server 2012 R2. On mobile devices(iOS and Windows 8.1 phone), we can use the web browser to authenticate using a user certificate. However with the CRM mobile...
View ArticlePersonal view on dashboard in CRM2013?
Hi, I'm trying to create a personal dashboard to follow up on specific cases in CRM2013.I've created a personal view to find the relevant cases (using advanced find and saved the view), but I can't...
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Connection between Order and Products missing
Hi all.We are using CRM 2013 online.Some times the the connection link between an Order and OrderProduct (salesorderdetail) disappears from the navigation menu. We are facing this problem almost every...
View ArticleException importing into CRM 2013:...
I'm getting an exception importing a CRM 2011 (UR17) organisation database into CRM 2013Have tried this importing into CRM 2013 as well as CRM 2013 SP1 with the same result.The CRM box has 32GB of RAM...
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View Articlelook up another entity field
HiI have an entity form and I want to populate it with a lookup to an account number field from the account - the account name is already populating, how can I do that please?
View ArticleMany to Many subgrid not displaying the plus sign
I have an issue with a subgrid representing a many-to-many relatioship between 2 custom entitesThe plus sign enabling me to select an item to associate is not displaying.I chequed the privileges on the...
View ArticleProduct catalog product description
Is there a way to attach a MS Word document as the description in DX Online?
View ArticleUnable to bulk edit
I'm trying to use the bulk edit from an advanced find. I have just assigned the records to my user.I'm not getting an error message, but the changes to the fields are not being made, i.e. when I open...
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