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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 ArticleChange the stage of Business process flow upon workflow
My client wants to have this kind of function that sets the stage of business process flow to specific stage depending on the status of the entity(Opportunity).Ex. An opportunity with the status reason...
View ArticleOpportunity Product form, where is the Opportunity Lookup field?
Hi guys,I'm trying to modify something on the Opportunity Product form. I want to pre-filter to existing product on this form to show only products of a certain categorie. The categories (custom) are...
View ArticleRecently viewed contact ribbon showing encoding characters
Some of my contacts have brackets or quotes around parts of their name ie Patricia "Pat". In the recently viewed ribbon these special characters are not being decoded so quotes show as ".Is...
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Not showing the available solutions in Ribbon Work Bench
Hi, every one. This is my first post in community of dynamics. So, If I unable to explain what I want to ask or ask a very basic question then please guide me with your kind suggestions and ideas....
View ArticleCascading LOOKUP
I need to relate four fields on my contact form(country,state,district,city). Specific country should only show related states,specific state should show only related districts and specific district...
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Outlook Sync Issue
We've recently moved 50 sales guys onto Windows 8.1 Tablet, with 3G cards in them.On here, they're using Outlook 2013 with the Outlook CRM client, which connects through to out On Premise CRM2013...
View ArticleCRM 2013 Business Process Flow Jscript - Click Event
I have a 10 stage single entity business process flow. I have fields on the main form that get made read only once they have been completed and the stage progresses past a certain point.I know how to...
View ArticleLINQ query joining Account, Case and Activity entities
Hello,I try to make the following query using Account, Case and Activity entities :var findCases = from a in context.AccountSet join c in context.IncidentSet on a.AccountId equals c.CustomerId.Id join...
View ArticleJavascrip Web Resource Not Work in Outlook Client Dynamics CRM 2015
Hello, I use a JavaScript Web Resource to calculate Age from birthdate but this work in web client but not in Outlook client and the age is blank. Anyone help me? Thanks.
View ArticleCRM 2013 SDK compatible with CRM 2015?
I have an Azure application using CRM SDK 2013, compiled in .NET 4.5.1. It communicates with CRM Online 2013.Soon CRM Online has to be upgraded to 2015.I want to use the CRM 2015 SDK. However this one...
View ArticleSharepoint & CRM 2013 | Folder sharing
Hi to all,I have successfully connected Sharepoint Online from Office 360 and CRM Online.The situation is that if I upload a document from account, it is visible on the Account document list, and that...
View ArticleCRM 2011 shows Mobile view instead of Normal web view on Chrome even though i...
When i log in to the CRM using my credentials on Chrome, it redirects me to the Mobile Express page, but when i try logging in using IE it works fine. Now I remotely Logged in to the Production Server...
View ArticleHow to set all duration fields into hours?
Hi - I have several places in where a duration is set. The problem is that the duration is both in minutes, hours and days. I have some workflows that require the value to be in hours. How can I...
View ArticleQuery assistance please
Im creating a certificate report and having problems when I have multiple sponsors.The first query is working fine...SELECT Filteredmag_eventregistration.mag_contactidname AS Attendee,...
View ArticleIPad App white screen
Hi Team,I downloaded the IPAD App for CRM 2013. I have an on premise instance. I have ADFS setup and I can configure outlook for CRM access so I know my IFD is setup.When I go to configure the IPad...
View ArticleBasic Entity Functional definitions & usage
Could you please share your experience with examples on how the basic entities are used from business usage stand point and corresponding CRM definitions.Specifically these entities: Account,Contact,...
View ArticleTabbing through the App form fields
HiWe're using CRM2013 on premise & connect in using the Windows Dynamics CRM app from the Windows store.When people connect to this on laptops / pcs, it seems like the forms aren't set up so you...
View ArticleApplication and integration traces
I am looking for documentation on different log files/traces when the CRM system is used from user interface or async processes.1. What types of logs are there and How to enable?2. Where they get...
View ArticleCRM 2011 addin for Microsoft outlook causes other applications to hang using...
If the CRM comm addins are enabled, any time we use the "send to email" function from Word, Excel, Adobe, Internet Explorer, those applications will lock up. Even when AV protection has been...
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