Activity form says it has not been saved, even though it was just saved
I have a simple piece of javascript that worked perfectly under CRM 2011, but I cannot seem to get it to work under CRM 2013.Basically I have a reject button that does the...
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Problem with Automatic case creation rules in dynamics crm online
HelloI'm trying to create automatic case creation rule using this link...
View ArticleDeactivating a record with a pop-up
Hi there,I was wondering if it's possible with Activate and Deactivate functions inside an entity that when I click Deactivate that a screen pops up where you can record the details of the deactivation...
View ArticleUnable to get property DataValue of undefined or null reference error since...
Hi,Since we have upgraded from CRM2011 ro CRM2013 i get the following errors when opening an account? any help is appreciated.function IFRAME_LeadNotes_onload() { } function Form_onload() {...
View ArticleChange the account header?
Hi,I want to change the header in the main Account form but it is locked.There are two copys of "Account primary contact" as well as other information that should be changed for us. Is there way to...
View ArticleSecurity Roles > Individual Access to CONTRACTS
Hello,I have a situation where someone has the same Security Roles as someone else, but yet, they do not have access to the same functionality. The user should be able to view the Contracts section in...
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Custom Column Headings in Marketing Lists
HiI'm trying to customise the columns of the members that are being displayed in a dynamic marketing list. As below the default view is showing the name and business phone.I'm hoping to expand this to...
View ArticleAdvanced SharePoint Online Integration
Hi,I used SharePoint S2S integration with CRM 2013 Online. I have activated document library for "opportunity" and "quote". I use S2S integration with no structure based on account / contact so i have...
View ArticleBest practice: deleting 30 Million annotation records
We are planing to delete 30 Million annotation records from our production DB. For that we wrote the SP to update the deletionstatuscode=2 and and hand over to crm system to delete it from there end.Is...
View ArticleDuplicate tracking token and smart matching
Just had a user experiencing a duplicate tracking token and emails being connected to wrong opportunities. Our settings is set to both use tracking token and smart matching, but I suspect one (tracking...
View ArticleADFS + IFD configuration
Hello,I am trying to publish CRM server over internet using ADFS 2.0 + IFD. CRM and IFD are on same server which have public IP and internal IP. When i get to DNS configuration step , i don't really...
View ArticleDocuments folder will disappear sometimes
My documents folder will be available on some days and will disappear on other days. Why is it doing this. When it isn't showing up on my computer I can go and login to a different computer and voila...
View ArticleURGENT - how to reset tenant cfg
Hello.I was testing CRM online and urgently need to find the way to get it rebuild from scratch now that we would like it to do the prod deployment.... any recommendations on how to do that while...
View ArticleCopied CRM 2013 environment, but some questions
We have an existing On Premises installation of CRM 2013 installed in our Test environment, and I needed to basically duplicate this to do some parallel development. First I built a new server and...
View ArticleCRM URL Links - How are they generated?
Hi, Hope this question is in the correct place. In the web version of crm when you click on a customer it opens a new window with a new url, if within that customer you click contacts it opens another...
View ArticleNew CRM users can't login
Hi Team,I have CRM 2013 On Premise UR3, IFD setup with ADFS 2.0. All of my existing users can login but any new users I create get stuck in a loop when authenticating and the request eventually fails....
View ArticleCRM 2011 Process
I want to create the following process but am having trouble: On the Account entity - when a contact field has a name in it, I want a tick box to mark on that same Contact's contact field. (I have been...
View ArticleEmpty space on CRM Email form when opened via Outlook "CRM Fields" button
Hi,After tracking an email message in Outlook we can click "CRM Fields" to view the custom fields in CRM. When I do that it opens up the Email form in CRM but there's a big empty space under...
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How to hide a command bar
I have added a custom menu on the ribbon to show a custom web page which is a web resource.Like the below image, the command bar is shown and I want to hide it.Is there any way to hide it by editing...
View ArticleHow to sum 2 values in Business Intelligence Studio
Hi,I'm using Business Intelligence Studio to develop a report for CRM. I have created a SQL server report and currently I'm using CountDistinct to get the number of distinct contacts from my query. Now...
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