Set value of Direction field in PhoneCall Entity Form Using JavaScript...
I am required to set the value of Direction field on PhoneCall Entity form, when it is loaded to "Incoming."I am using following code:Xrm.Page.getAttribute("directioncode").setValue("Incoming");but...
View ArticleFlow of Leads>Accounts>Contacts>Proposal
Hi All,Question that you may be able to help me with.Assuming I have: A Potential CustomerA Confirmed CustomerA Potential Supplier (perhaps an office cleaner or vending machine engineer)A Confirmed...
View ArticleSubmit button on Order is not showing for certain records (in Outlook)
Hi,Like the title says; for some of the order records we do not see any "Submit" button in Outlook, even though it is visible in the web client.. For most records it shows, though..Does anybody have...
View ArticleUsing USD as an Actual IT Help Desk - Thoughts?
Hi Everyone, My business is considering USD (Unified Service Desk) as a full blown IT Help Desk. Our only concern is can It be done. First, a little about our business...We make technology used by...
View ArticleChange Value->Send Email
HiHow do I do when I change a value in a particular phase of the workflow and this sends an email to inform of the change?Thanks.Pedro Gomes
View ArticleSorting in activity subgrid in Case form
Hi,Is it possible to change the sorting of related activities that is displayed in the case form? I'd like to sort it by created on date. It seems to sort by modified on. Many thanks in advance
View ArticleIssue with size of text field in email activity record CRM 2013 On-Prem
Hi,One of the users of our CRM system gets a very small window in the email activity record text field when replying from CRM. This seems to be a local issue. I have tested different browsers, and it...
View ArticleHow to set the option set value dynamically using javascript.
How to set the option set value dynamically using javascript. I am using the code line is "Xrm.Page.data.entity.attributes.get("new_substage").setValue(100000000);"but its not working.thanks dilip
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Query execution time of "" seconds exceeded the threshold of ""seconds
We run into a lot of problems due to long queries. Performance is low and workflows stay in waiting status.Anyone who can help me out???The situation:Custom workflow step updates 1 field in contact...
View ArticleIs there an easy way to find all the customizations made to an organization?
I'm trying to find all the customization that were made on a clients CRM. I know i can look through the solutions to see what they changed, but if they edited the system solution directly I'm not sure...
View ArticleCRM server side synch with an exchange inbox not picking up rerouted emails...
Have an incoming connection with a specific inbox in exchange. Let's say email_1@example.com.There are customers sending emails directly to this address (email_1@example.com) which CRM reads and...
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Mailbox configuration
Hello Everyone:I have a question about a User Mailbox configuration. I need to know how the Synchronization Method works. ieServer ProfileIncoming EmailOutgoing Email Do I need this info to be...
View ArticleProduct Line Items in Custom Entity
Hey Everyone,So, I'm fairly new to Customization in Dynamics CRM and I've run into an issue. I've created an entity called 'Projects' that works fairly similarly to 'Quotes'; It's to be used with...
View Articlehow to assign imported leads to specific users?
Hi,I have template which I use to import my new leads into MS Dynamics CRM and I need them to assign to specific users based on branch number. It is over thousands leads and cannot do it manually, is...
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CRM Section is not displaying on Replying an Email but displaying when...
My problem here is that when i'm trying to reply an email regardless if it is not tracked or tracked the crm section is not displaying.But when creating a new email the crm section appearNow my...
View ArticlePayment Gateway Integration With MSCRM 2013 Online
Dear All,We got a requirement on Payment gateway integration with MSCRM 2013 Online, Customer ask is, they want to initiate the payment from MSCRM Invoice by passing the amount as a parameter and want...
View ArticleEmail to Case - exclude certain subjects
I am using the CRM 2013 SP1 Email to Case feature. How can I set it to exclude emails with certain keyword(s) from automatic case creation? For example ignore "Out of Office" autoreplies.Thanks
View ArticleSubGrid Referesh and grid Event
Hi All, i'm sorry, but i am new to CRM... could you please help me in this :i have this script that for subgridfunction AddEventToGridRefresh(gridName, functionToCall) { // retrieve the subgrid var...
View ArticleNo plugins have been selected from the list. Please select at least one and...
namespace Workflow{using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Workflow;using System; using System.Activities;public partial class...
View ArticleTrigger for addin to create pivot table
I need to create a trigger based on a flag "IsExportPivot". If this flag is set to 1, Excel addin will create Pivot table in excel dynamically. xmlWriter.WriteRaw(@"<CustomDocumentProperties...
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