Clear field values of business process(Phone to Case) on an event
Hi,i wan't to clear all the values in the fields of a business process flow from the page when the satisfaction parameter is marked dissatisfied, but i want to retain those values in my audit history....
View ArticleGame Statistics Time Interval
I would like to shorten down the time interval for game statistic updates from weekly to daily for testing purpose. Can the interval get set to daily?
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Make CRM Solution backword compatible, From 2016 to 2015
Hi:I am exporting solution from Dynamic CRM 2016 and I have to import solution to Dynamic CRM 2015.In other words, I have to make a solution that should be compatible with older versions.When I import...
View ArticleSSRS Report-CRM 2013 On Premises!!
Hello!! Everyone,I have a scenario, that am executing an report based on the "created date" in descending order, its executing perfectly in Sql Server,and fetching the values as we required, but when...
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Advanced CRM Customization
Hello CRM Experts,I have got a client who needs the following scenarios to be done.Please Suggest or give me ideas on how to accomplish these.1. In the first picture, under knowledge management i need...
View Articlemake a subgrid "+" button give a lookup field crm online 2015
Hi,How can we do that subgrid "+" button will give a lookup field,but he will not let to create new record? (only to choose created records)thanks!
View ArticleImporting contacts
HelloI am a new administrator (with no previous experience of any software administration) for this CRM package, and I cannot seem to get the contacts to be seen after they have been imported. I have...
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How to disable Print and Save options in Report in MS CRM online
Hi,How to disable the print and Save buttons in MS CRM online Reports.
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Service Name in Service Activity shows two lines
Hi ,When we create Service Activity and select Service then two lines are shows one for service Name and another some number .What is that number(1440) beneath to Service Name . How can we hide that...
View ArticleWeek Numbers incorrect for 2016
Hi,We've got a chart which shows the development of Opportunities based on a snapshot taken every week (and recorded in a custom entity). These are organised by week number based on the date the...
View ArticleJavascripts are not triggering in CRM 2013 & 2015 after importing organization
Dear All,We have imported CRM 2011 organization in CRM 2013.Now we are trying to debug some javascripts, but Javascripts in CRM 2013 environment is not getting triggered.we also tried for a simple...
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Question regarding business units setup
Hi,I have to setup a new CRM Organisation and I am thinking about how to properly setup the business units in CRM?The CRM will be used by multiple business units in our group (company) and the data...
View ArticleCRM 2015 new Web Server
Hi,We are obtaining a new Web Server 2012 Standard in a Vanilla state ready to apply CRM 2015 on Premise. We will be running only this and a SQL server. Does anybody know of an official White Paper or...
View ArticleScript running on Onsave event is not saving the entity
Hi,I've a script which will trigger when saving the Custom entity. (the script is based on one "yes or no" field, if yes after saving the entity it will open another custom entity).But, when saving the...
View ArticleDetermine Sales user or Sales Manager
I have a task to write Odata query to determine whether the logged in User is a Sales user or Sales manager.Is there any way, i can do this with Odata query.Thanks
View ArticleHow to change ownership of entity after creating it?
Hi,How to change the ownership of the entity after creating it. Some where I came across it is possible using site map. Can anyone share tutorial of how to do it.
View ArticleMaking a required field in an opportunity form
Hello,I am trying to make a field in an opportunity form to be "required".Our Microsoftpartner who has made a company specific solution for us previously, has said that any changes we should do, we...
View ArticleHow to capture Timer control Failure Date Time without using SLA KPI...
When the Case is kept "On Hold" a timer should display for 48 hours and timer will expire after 48hours. Success Criteria is when Status is changed to "In Progress" before 48 hours. how to capture the...
View ArticlePause and Resume the phone recording in CRM System
Hi AllI need advice on this please. From our CRM System we take payments so now we want to add Pause and Resume feautures in it for PCI Compliance.We have been given an API whioch has Mute and Unmute...
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