Duplicate Document Locations in CRM/SharePoint integration
One of my clients is using CRM 2013, the standard SharePoint documents integration, and an AdxStudio portal. The process is to create cases through the portal with a particular automatic naming...
View ArticleProblem accessing data a RetrieveMultiple Query, likely a syntax problem
I am trying to access a specific field in the first record that is returned to me via the RetrieveMultiple Query Expression code shown below.However, I am getting the following error when building the...
View ArticleComponent on custom solution
I have this client extensions type component in a custom solution. It has a description: XML data used to control the application navigation pane. There is also the same component in the default...
View ArticleShowing Opportunities after marked as LOST
We do a lot with opportunities, and we share all of these with different people/departments.Problem is once we mark them as lost, they still show up. Our tech guy says it is a flaw with Microsoft and...
View ArticleMetadata contains a reference that cannot be resolved using PRT and IFD
Hi, I am trying to connect to Click Dimensions and I am having an issue that they said can be identified by trying to connect using the Plugin Registration Tool from outside my network. I have CRM 2015...
View ArticleClik here to view.
Showing a hidden section causes child fields to expand (CRM 2015 On-Premise...
On an Incident form I have a 1 column tab, containing a 3 column section. I have set it as hidden by default, and it gets shown via Business Rules by setting each field as visible on a condition. (I...
View ArticleMultiserver CRM 2015 installation
HelloNeed information on Multiserver installation on following infrastructure.For CRM 2015 on premise environment we have:-3 Front end Server - Windows server 2012 R21 Backend Server -Windows server...
View ArticleSystem Views - User role
Hi,I have a hierarchy of user roles, in which accounts are visible to owners1. CEO : All Accounts are visible (Active accounts system view)2. Senior Sales manager (Can see all accounts owned by sales...
View ArticleDisplay cases with same product
I have a product lookup field on case entity. Now i would like to display all cases with same product on a subgrid. How to achieve this? NVM. I created a Quick View to achieved this.
View ArticleHardware Requirement
Hi Guys,We have 65 users in CRM 2013. now we are going to Migrate 2013 to 2015. My question is what is the hard ware requirement for 65 users and how to handle load balance. Our current system 2013 is...
View ArticleOnline CRM 2015 Update 1 - Contact Form Script Issue
Hi,I'm testing Dynamics CRM 2015 Update 1 in our Sandbox environment and getting the following script error every time in contact form when we close or save&close the...
View Article-2147220970
Hi, I created a dialog box in crm 2013 as a Administrator user, and I'm trying to run it with another user who has the acces control to that kind of process, and I get this error when I go to the next...
View ArticleAdding a Default Write in Product to an Opportunity with JavaScript
I would like to add ONE default product to every opportunity using JavaScript.I am not using price lists and automatically set a dormant price list when the "topic" field is completed - so there are no...
View ArticlePossibility to update a record on importation
Hi,I use CRM 2013 and I would like to know if it's possible to update automatically some fields of an existing record on importation? If possible, could you show me how to do that. Thanks :)
View ArticleShow account quick create form When adding a new customer
Good day,I need to know if there is a way to change the CRM behavior when I quick create a customer from a quote/order to show the quick create account form and not the quick create contact form.Note...
View ArticleUploading XLSX file not working
Hi,Been trying to upload an XLSX (importing) for marketing events and although the system (CRM online 2015) clearly states xlsx being supported I receive an error message saying the following:"Invalid...
View ArticleSort queue items by sender
Hi,is there any way to sort queue items by sender (= from (object) column)?I am able to sort queue items by any column (asc or desc) by clicking on it, but that doesn't work for the "from" column.Also...
View ArticleScript error - Object expected in IE11 using SharePoint integration plug-in
Hello,We have been having a problem with a script error since Tuesday 19/10/2015. I have tried pretty much everything I can think of and have got nowhere, and have even involved a few third party...
View ArticleForm - How to change a field value depending upon the value of another field ?
Hello,What is the best way to automatically change the value of a field depending upon the value of another field ?Thanks,Paul
View Articlemsxml-document chrome problem
hello,i got a problem with response type. i am using xmlhttprequest.responsetype = 'msxml-document' , and when i try to run the code (crm carina ) in chrome it doesnt working, although that in...
View Article