Track Configuration changes - Metadata
Hello CRM Experts,Is there a way in CRM to query /report on who and when changes or updates are made on the meta data (entities /Processes /creation/updates to forms/fields - Events etc. Wondering if...
View Articleplugin naming convention?
Hello - What type of naming convention do you use for plugins? I think that class *library* names should map to entity names. I think that the specific classes that are registered should correspond...
View ArticleHow to delete users that was disable on crm form back end
Hello forum,How to delete users that was disable on crm form back end.Will be glad for quick response.
View ArticleFiltered Lookups not working CRM 2013 App
Hi GuysSo I tested this for the first time today and I noticed that filtered lookups do not seem to work on the CRM 2013 app for ipad and Windows 8. I have a field (Lookup B) which is filtered based on...
View ArticleCRM2013 On-Premises - iPad App Issues
Afternoon all,We run an on premises deployment of CRM 2013, its currently running build 6.1.0000.0581 (SP1 no rollup). We have recently had a need to get the system accessible via the iPad application....
View ArticleAdding a new entity into the CRM
Hi all,Is there anyway to create a new entity from scratch? Take the 'Leads' for example. I'm looking to replicate the act of being able to upload some data, lets call it 'Customer usage' for...
View ArticleE-Mail Router installation planning
Hi,We have a scenario where more than 1000 user mailboxes needs to be configured on CRM 2013 E-Mail Router. We are installing Email Router on multiple computers in a Microsoft cluster to provide high...
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.NET Framework Error when using "Set Regarding"
Hello,One of our user receives a .NET Framework error when doing a "Set Regarding" on an email.We use CRM 2013 on premise with Update Rollup 1. He has .NET Framework 4 installed on his computer.What's...
View ArticleCustom report not appearing in report list
Dear all,I have published a new report and sub report in order to be used in Sales/Invoice area of the CRM, but for some reason that I do not know my report is not visible in the Run on Current record...
View ArticleBlank entity page when opening entity form, from a list
I can open the CRM 2013 on any list e.g. Queues, accounts, or any other main page. When trying to open an item from any of these lists I get a blank page. This did not happen on the same computer with...
View ArticleWorkflows are always postponed until 12/30/9999
I am on CRM 2011 for th elast couple of months. We upgraded form 4.0. All of our4.0 workflows and even new ones are always postponed until 12/30/9999. What is wrong? Am I doing something worng when...
View ArticleCRM 2013 "Invalid" Created by date
When I create Notes on any record of any entity, the system immediately displays the 'created by' and 'created on' as 'you' with the date and time as 'just now'. However as soon as I refresh the page,...
View ArticleHow to retrieve the Invoice ID
Dear all,I am building a custom report for the Invoice form and my sub report cannot be display and I guess the issue is coming from the fact that the InvoiceId can not be pass correctly from my...
View ArticleI am trying to create a price list item between a product and a pricelist...
CODE:var connection = crmConnection.Parse("Url=**** ; Username=***; Password=***"); int indexuom = this.uomlist.SelectedIndex; int indexpricelevel = this.pricelevellist.SelectedIndex; int indexproduct...
View ArticleCRM 2013 Mobile App - Notes Mobile Form
Recently upgraded from 2011 to 2013 a few months back and currently on Update Rollup 1 for SP1.I have been trying to configure the Mobile Forms for the Phone and came across the Notes Form. For some...
View ArticleI Need Multiple Lead Forms Since my Company Sells Different Types of Products
Hi Everyone,So in this case, my title says it all. My company sells two very different products that are sold to two very different sets of customers. When I'm working on leads, it's currently a...
View ArticleOutlook plugin for CRM 2013 (Online) - Known issues?
HiWe are trying to install the outlook plugin to our business users but are getting inconsistent results and wonder if anyone knows of any obvious things we've missed.On some machines (Win 7, 8.1) it...
View Articletrial CRM Online with office 365 E3 issue not ready
Hello,I've add trial CRM Online to my office 365 E3 plan and after about 48hours it's not ready. The same issue as early with Office 365 ( Sites link )What should I do to repair it?thanks
View ArticleCRM IFD + document management
Hello,I'm wondering what people are doing to configure seamless document management in on premise CRM 2013 environments configured with IFD. I have configured SharePoint to use ADFS a few times, and...
View ArticleDate and time field and time zones
Hi,We have several business units for different countries we activate in. In the business process flow for each country there's a Date and Time field called Meeting Date and Time where CRM user will...
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