Populate a field value in one entity with records from another entity.
Hi,CRM NEWBIE here. :)I have created a custom entity called "CarType" with only one text field and have added some records using a form. The reason to add this was to provide access to the specific...
View ArticleFetch Saved Views in entity using c#
Hello,I Want to retrive all the saved views in each entity using c# code.Please help!
View ArticleUnable to cast object of type 'System.Guid' to type 'System.String'
I have a plugin where one of the C# methods is to query a record and retrieve the GUID of the record.I retrieve the GUID but I need to convert it to a string value so that I can return it for use...
View ArticleSQL Report for MS CRM 2015 online
Hi EveryoneIs it possible to write an SQL based report for MS CRM 2015 Online,I have read some of the articles from tech net and I believe its not,you can only use fetch XML,is this true,and if it is...
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How to add Lync web resource to call using odata funtion in the javascript
function callLyncNumber(phoneFieldName) { var phoneField = document.getElementById(phoneFieldName); phoneField.style.textDecoration = "underline"; phoneField.style.color = "blue";...
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MS CRM Performance Issue
Hi,CRM form loading take long time. So, I have removed all the code and run the form. still take same time. below performance screen shot . Please suggest how to reduce the time.
View ArticleHow to add map to a custom entity in MSCRM 2015 and how to plot multiple...
How to add map to a custom entity in CRM 2015 and how to plot multiple locations on it ?
View ArticleQuery Builder Error !!!!!!!
HiI had an entity that i no longer needed. Deleted all the dependancies and references and it allowed me to delete the entity. Unfortunately, now i can't Publish All. When i try to publish All i get...
View ArticleBest practice Activity Lookup field to Account / Contact
Hi guys,AFAIK there are the fields Regarding and Customers which can be linked to account/contact from an activity record.What is the best practice, if I only want to use one field which is always...
View ArticleQuery Expression Add Criteria for look up field and optionset.
Hey guys, i m trying to get data from field with one criteria.For example: QueryExpression query = new QueryExpression { EntityName = "Account", ColumnSet = new ColumnSet("accounttype") };...
View ArticleRead only field business required..
Hi allThere is a readonly field which is business required. when i save it why the records is getting saved?
View ArticleDifference Between Workflow and Actions?
Hi Folks- When we need to use workflow and when Action?As per my understanding, Actions are wrapper for multiple server side operations and they are in fact real time workflows. I am more interested...
View ArticleCalculate currency field on opportunities.
We have a opportunity where the sales team fill inn value for estimated sale for product groups. For example an oportunity have a value for productgroup A, productgroup B. (but there is no value filled...
View ArticleFetch paging-cookie
Hi all,I am doing, with the PHP-SDK 2011 library, a function that returns the count of a query. But I have a problem if the request is higher than 5000 records. I read that I have to use...
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Filter on reports not shown in the browser
Hello,We are experiencing the following issue: we are building a custom FetchXML report in SSRS and there we can see the filter defined via a parameter:When we upload the report to Dynamics Online...
View ArticleSetting a value of look up
Hi,Is there any way we can set a value of custom look up in a case entity, when a case is created through phone call where lookup value to set in case is the look up in the record at regarding...
View ArticleQuickView Form with Multiple Line Textfield in CRM Online
Hello fellows,I want to know your ideas concerning folling "problem":We have a form and show their a quickview form of an related entity field that is a multiline textfield (it shows address block). In...
View Articleduplicate detection rule does not work in dynamics 2013
Hello Guys,I am trying to run duplicate detection rule for duplicate records related to emails. but everytime i save the record nothing comes on the screen. it appears as if duplicate detection is not...
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Remove the user look for entry from the owner lookup in MS CRM 2015
Hello, We have a requirement where we have to disable the USER look for in the owner lookup On case entity, if we click on owner lookup, the pop up window will show both Team and user to select, but I...
View ArticleCRM 2013 - Sync 2 or more organizations
Hi ,I have a requirement to sync data between 2 or more organizations. I checked out the ConfigurationMigration tool in SDK but feel it is not very flexible in customizing to see and import only the...
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