Clik here to view.
Can i resize the areas in the business process workflows?
I'm customizing the process workflow for working an opportunity and i find the area i have available is really narrow and it's difficult to select fields. (See image attached to this). Is there any...
View ArticleAny way to customize the opportunity close window?
When we close an opportunity we get that little popup. there are some fields that really are not relevant to our workflows. Like "competitor" for example. However when i go to customize the...
View ArticleCreating a Reusable list of items - like Products
Hi,i want to create a list of people that is central and can be looked up from contacts, opportunities, etc. Similar to Products. Is this possible in Dynamics Online? Example - list of telemarketers...
View ArticleExport info from logging a phone call
This should be an easy question for someone that understands Microsoft Dynamics CRM. I am new to it and using as a salesperson for a company. However, I have experience working with programmers and...
View ArticleOutlook Contacts not Showing in CRM
We have just recently signed up for Office 365 using Enterprise E3. I have set up CRM to synchronize contacts, calendar, etc. New contacts created in CRM will show in Outlook, but contacts alreadyd in...
View ArticleCRM 2013 upgrade error on form Merge.
Please help! Below is the error message. Do you think it is related to Javascript resource (parentaccount lookup)?Unhandled Exception:...
View ArticlePotential Customer field in Opportunity
As I am sure you are all familiar, if you add the Potential Customer field to a form there is not a way to remove it. To get around having it stuck on your form along with Account, and Contact,...
View ArticleBusiness Rules not working in CRM 2016
Anyone else finding that Business Rules that they had prior to upgrading to 2016 are now causing problems on their forms. It seems as if the OnLoad behavior is what is at issue. Example is upon saving...
View ArticleI want to get server current date and time in web resource.How to get server...
I want to get server current date and time in web resource.How to get server current Date & time
View ArticleClik here to view.
Solution import failed?
Hi,I need some urgent help. I have a test environment where I make all our customizations. I have from the beginning exported the solution as managed. And imported into our live environment.But today I...
View ArticleOdd scenario when user/date stamps changes on history notes
I have an issue with notes on a custom entity. Once a user adds a new note, all user/date stamps on previous notes on this record would change to the current user/date stamp. These users don't have...
View ArticleMscrm 2013 multiselect picklist
Hi,I am using MSCRM 2013 onpremise and looking for a code to make a multiselect picklist through javascript and not by creating a lookup entity.The code I found on different blogs are for crm 4.0.Can...
View ArticleCRM 2015: Restrict running report based on record status
Is it possible to restrict users from running quote report if the quote is in draft state? If so, how?
View ArticleCreating a Logo for Your Dynamics CRM Theme
I have created a Photoshop layered file which can be used to create a custom logo for your Dynamics instance.See the blog post here.
View ArticleClik here to view.
Problem Upgrading Into CRM 2016
Hello Experts,While upgrading my CRM 2015 (Update 0.2) into CRM 2016, The set up is stuck in System Checks window as bellow:This happens when choosing to update the customized Organization (i.e....
View ArticleCreate User Interfce using Plugin Development
Hi:I know to develop plugins in Dynamics CRM.Most of the time I add a class, that performs operations and plugin works in back end.But I want to create a User Interface using plugin, I will be...
View Articlewindow.showModalDialog
Hi Folks,What is the alternative to window.showModalDialog? I understand that using Xrm.Internal.openDialog can be one method, but that seems to be not supported by SDK.Please share your thoughts /...
View ArticleOdata V4.0 URI
Hi all ,We are using Odata v4.0 URI in our js .Tried below different queries got from different blogs . But nothing is working . can someone help us ?Please test and provide us the solution...
View ArticleOdata V4.0 URI
Hi all ,We are using Odata v4.0 URI in our js .Tried below different queries got from different blogs . But nothing is working . can someone help us ?Please test and provide us the solution .Below...
View ArticleFormatting Currency field in SSRS Fetchxml report
I have a currency field "totalamount" which is set to Currency precision 4 places at CRM level. While displaying this field in my Fetch xml report, I want to show only 2 decimal places.I am using this...
View Article