Adding Create Date to Note.
When adding a new note, is there someway to stamp the body of the note with the person creating the note and the date the note was created.
View ArticleSDK.REST.createRecord error
Hello, I'm trying to use the SDK.REST.createRecord method but I'm getting the following error message:"type error: Unable to get property 'createRecord' of undefine or null reference"Here is the code:...
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Sorting Legends Alphabetically in CRM
I have two graphs in CRM that are the exact same except one is for 'Leads' and the other is for 'Accounts'.The Legends I use are the different 'USERS' (Salesman).I would like each USER to have a...
View ArticleHow to create custom actions in code with SDK
I am playing around with custom actions as a way to fire plugins that do custom business logic we can trigger from an external application. We have it working just fine, but I was wondering if there...
View ArticleUpdate Custom Field from one form to another
HiI have created a custom field in Quote Products, but want it to update a custom field on the Quote Form as well. Can someone tell me how to do this.Kind RegardsAndrea
View ArticleFrom field not set in IE11 & IE10
Hi,We have various email queues in CRM. Upon clicking on an email and selecting reply in IE9, the from box originally starts off as the users details, then after approx. 1-2 seconds it flashes and...
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Where can I see the "CRM Discovery Server Name" ?
Hello,I was trying to use visual studio to make a plug-in but it looks like I can't connect my CRM account, does anybody know where on CRM to get the "Discovery Server Name"?Thank you very much,Regards!
View Articlefield locked out a user
We have four required fields on our Lead form. One is location because my company owns over 50 properties. I was training a new user and she was locked out of the Location field. It's a look up...
View ArticleCRM Versioning added Solutions on CRM: Any tool? How could I manage different...
Hello,Apart the solution section, does anybody knows about a tool to manage versions of added solutions on CRM?How can I manage versions of solutions on CRM? What is the correct way to manage solutions...
View ArticleCreate a dependency when a certain Account is selected, another required...
In our instance of Dynamics (2015, Online), when you create a Case, the Account/Customer field is required (tied to customerid) by the system. I was wondering if there was a way that if a certain...
View ArticleIs it possible to make a field mandatory on one form and the same field not...
Is it possible to make a field mandatory on one form and the same field not mandatory on another form?
View ArticleSecurity Role Problem CRM 2015
Dear Sir,I need help.When assigning the sales person role to every user on the CRM , and this user have all privilege that make him to create new account entity ( Read,Write,Delete,Append and Append...
View ArticleDynamics CRM 2013 Mobile App SubGrids
Hi, We created a custom entity called Timesheet. This timesheet is a subgrid on the form that loads, and uses some javascript. This form works great in the browser but it doesnt look like you can do...
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Workflow -send an email
Hello Everyone:I want to create a workflow that will1. Assign a Lead to a user (did this part)2. Send a email to the new User cannot figure this part out. for the send to i'm using UserAny help...
View ArticleGet max length value for text field
Hello all,I want to create a function to retrieve the maximum length value of fullname from Contact entities. My function looks like this: function getCustomerNameMaxLegth() { var max_length;...
View ArticleCreate sub-site in SharePoint Online on create of account entity record in...
Hi,I want to create a sub-site in SharePoint Online on create of account entity record in my CRM Online organization.I don't want to use"Microsoft.SharePoint.Client"as the use of this DLL requires...
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Date Check Condition
Hello,I need a check condition in my workflow that checks for records within the- last 90 days- last 180 days- last 365 daysHow can i do this ?Many Thanks
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Upgraded to CRM 2015 Online - Emails No Longer Send
We upgraded to CRM 2015 (on-line) on the 31st. At that point our emails that are set up to fire for a workflow no longer send. It says "Send Pending" and gives me the pesky pending email popup. My IT...
View ArticleAuto Populating Data Into a Record
I was just wondering say I have the "Accounts" entity populated with data, when viewing this data if I click on the account name of a specific person how do I make it so the form that shows up gets...
View ArticleUpdateRequest SuppressDuplicateDetection parameter does not work.
I am trying to update the account associated to a new Opportunity I am creating. I wrote a plugin to retrieve the account, update a field and then update the record. Problem is I get this error:A...
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