Assign a role to a team with a Create plugin
Hi, I want to deploy a Pre or Post Create plugin on the entity team.The plugin must assign a role to the team.I tried :collectionReference.Add(new EntityReference("role",...
View ArticleCRM Online - Javascript on Form to Loop Through Grid Values?
I apologize if this is an elementary question, but I'm having trouble figuring it out and a search has been somewhat fruitless. I have a form for my Opportunity Entity that has a grid which lists...
View ArticleAuto-populated date field on page load
I am trying to auto-populate the date fields on page load event. I have the following code:var today = new Date();today = dd+'/'+mm+'/'+yyyy; //today is in this format var dateCreated =...
View ArticleAccess permission is not working
hi all,In my organization we use an access permission by teams, it means that all opportunities are owned by the teams, not by the users.so all the salesmen can see all opportunities from their teams,...
View ArticleClik here to view.
Plugin processing failed: Web service call failed: The operation has timed out
Hi,I am working with a third party tool named eOne SmartConnect for creating a mapping that trigger the creation of a file when a Lead is created or updated, this mapping is in real-time.SmartConnect...
View ArticleBusiness Rule that tests Yes/No field
I'm trying to create a business rule that checks to see if the user has selected either Yes or No from a Two Option field. I have 5 of these and just need to verify that the user has specifically set...
View ArticleHow to delete all accounts except which contain Opportunity?
I Need to delete all accounts, but i have some accounts with Opportunity and i want to keep it.So, How can i delete all account except which contain Opportunity ?I Have tried bulk delete to sort...
View ArticleEdit the Status value
Hi Everyone,I wanted to edit the quote status value that is closed status to lost i tried but it's can't be edited,so can any one help me to edit the value.Thank you.
View ArticleNot able to see 'Leads I Follow','Accounts I Follow','Opportunities I Follow'...
I am not able to find 'Leads I Follow','Accounts I Follow','Opportunities I Follow' views in Customization.xml file after exporting the solution. And hence, when I update Columns of these views and...
View ArticleHow to link existing entitlements created for Parent account to the sub...
How to link existing entitlements created for Parent account to the sub accounts. How can that be done?
View ArticleCustom Quote Template
Hi All i want to Create a Custom Quote Template in Excel Plz Suggest me How to Do this
View ArticleMicrosoft Dynamics 2015 Custom Business process flow
Greetings,I am trying to set up a business process flow for my organisation, this involves four entities.The relationship between the entities are as follows:Entity1>Entity2 (1:N) Entity1>Entity3...
View Articlefilter city based on country as parent in contacts
Hello guys,i want to filter city based on country in contacts for example if i select u.s as country it should display cities ny,california etc. If i select another country it should display cities...
View ArticleAuto Save in JavaScript - CRM 2013
Hi,I have doubt how to achieve the autosave functionality in javascript. I have concatenated two fields and setting value to another text field,after that I have to save the form.Can anyone give some...
View ArticleMS CRM 2015 Online - Add a button in the form section - not on the ribbon
I would like to check if there is a working script to add a button to the form section (not in the ribbon). Lets say in the form, there is a section with 4 columns, I want the last column to have a...
View ArticleQuery about teams
Hi all,Small doubt about team management in MS CRM. What happens to the records (team owned or team resolved) when i delete a team from ms crm.Will they be in CRM?? How would it reflect in Reports??...
View ArticleTax calculation on invoiceproduct with discount on invoice calculates wrong...
Hello,when adding tax to a invoiceproduct CRM calculates the extended amount automatically. If the tax calculations is performed with a plugin or manually doesn't matter at this point.On the invoice...
View ArticleEntity.cs Wrapper Class for using CRM svcutil tool
Hi All,Currently in my project there are 400-500 entities and when i am generating the entities.cs wrapper class through CRM svcutil tool the size around is 20 MB which is too higher side, i want to...
View ArticleDynamics CRM 2016 IFD http redirect to ADFS
We deployed CRM 2016 and configured IFD as well but the issue we have noticed is if we explicitly mention "HTTP" protocol in org url then its not redirecting to ADFS sign in page. just a basic windows...
View ArticleDeployed runtime failed
When trying to deploy the runtime to a Dynamics CRM 2016 Online Sandbox, following error message returns: "The api app is not deployed properly: name='DynIntCrmManagement'" Any idea, why and how it can...
View Article