MetadataService [Web Service] for the Dynamics CRM 2011/2013 ?
HiI see a metadata service to read or write the definitions for all the entities in a Microsoft Dynamics CRM.http://msdn.microsoft.com/en-us/library/cc151047.aspxBut its available for Microsoft...
View ArticleNeed Filtered Lookup based on primary entity fields in CRM 2013
Hi All,As we know CRM 2013 has given a nice feature 'addCustomFilter' method which we can use with addPreSearch to filter lookups on the form.But this works only if we are filtering the lookup values...
View ArticleUnable to install CRM 2013 Outlook Client x64 - urgent
I’m aware of the pre-reqs and have fully packaged and automated their installs (which installs successfully). However when it comes to installing the actual CRM 2013 Outlook client itself, installation...
View ArticleA duplicate value cannot be inserted into a unique index. [ Table name =...
I am trying to configure a client machine's Outlook 2010 client with their CRM Server. They are running CRM 2011 UR12 and the Outlook Client has UR15 on it. There are five different Orgs on their CRM...
View ArticleCRM Entity ID as parameter in report created in Report Builder
Hi,I would like ask you if exists way to send (from Open Form (specific Quote)) entity id to report created in Report Builder? report is generated from store procedure used on CRM database and using...
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 ArticleOpportunity automatically reopening after Opportunity Close
Hi all,I am currently experiencing an issue whereby if I close an Opportunity either as Won or Lost, it cancels the Opportunity Close activity and reopens the Opportunity. This happens the first time...
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Error CRM 2013 - Generic Error
Hi,I have installed CRM 2013 on Win2008 R2. The installation was successful but, when I open the CRM shows me an error. (see the picture please)details of the error<?xml version="1.0"?><error...
View ArticleCRM Online Plugin - Handle Rollup with no records to return
I am building a plugin to rollup values on a campaign activity record to the parent campaign. This is working well apart from if I delete the last campaign activity, or create the first on with no...
View ArticleUsing Linked-Entity in addCustomFilter
At this moment I know how to use the addCustomFilter in combination with addPreSearch (and the remove variants). All this works perfectly when passing a filterXml like: <filter type="and">...
View ArticleAppointments
When creating an Appointment in Dynamics, does Dynamics send an email to the Required/Optional individuals? Or does a workflow need to handle this?
View ArticleProblem connecting to database after backup/restore to another server
Hi all,CRM 2013 (6.0.2.51)SQL 2012 SP1I recently moved the CRM database out of a cluster setup into a stand alone SQL server. It's actually one of the SQL server cluster nodes, so it's the same server,...
View Articleconfig : Hardcoded URLs in javascript
I have a problem where there are URLs hardcoded in a JavaScript web resource. The problem with this is that when taking a cut from production to other environments, these carry the production URLs...
View ArticleSetup Validation Error
I created a trial account to test out the crm. I have a .onmicrosoft.com username. When I go to my online dashboard, and go to Admin->CRM. Then it asks for organization currency and language. I...
View ArticleExplicit Filtering on SSRS Reports
I have an issue getting a report to show up under the "Run on Current Record" section of CRM for Accounts. I am using Explicit filtering because the true sql that I need has joins to multiple tables...
View ArticleRibbon Workbench 2013
Greeting everyone:I just import Ribbon Workbench 2013I get his error on top when I open The Ribbon Workbench 2013 from the All Solutions Entity.this is under name and RibbonWorkbench2013 You cannot...
View ArticleHow to auto fill in account name in Look up field by account number?
Hi,I have an account name : Sample and its account ID is 123. I create a custom entity and add an account lookup field & an account number field in it.Is there a way I can tell CRM to find Sample...
View ArticleUnable to change Domain Logon Name
Trying to delete an Account record from CRM app. it provides the error below:"you do not have necessary permissions to change the domain logon name for this user".It was working on production. while...
View Articledefault account view - stopping in being Account information
I want all users to see the 'Account' view when looking at Accounts. many users complain and raise issues because when they open Accounts it is in the 'Account Information' view.Personally I have only...
View ArticleHow to upload scanned documents like .doc and .pdf file through an html web...
Hi,how can I upload scanned document of .doc type either through an html web resource or through in online organization?
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