Open Dialog via JavaScript (Window size)
So I am using this javascript (pulled from MSDN) to open a Dialog via an onchange event on a field.function openDialogProcess(dialogId, entityName, objectId){ var url = Xrm.Page.context.getClientUrl()...
View ArticleGet active user license using Javascript
Hi,is it possible to get the amount of active user licenses via Javascript ?
View ArticleInherited sharing permissions are not cleaned up
Or as I like to call it - Fun with PrincipalObjectAccess records!Consider the following scenario.My organisation has the Parent Account (account_parent_account) relationship set up with the...
View ArticleFetchXml-based Reports
Hello,I was hoping if someone could help me with fetchxml-based reports.I had to create two reports. One of them is running just fine but the other one is causing some problems. When I run it it starts...
View ArticleHow Do I create a workflow to send me an email alert workflow
How would I create a workflow if I wanted an email sent to me on the day that an activity is due in my system (under the leads entity)For example - I schedule a follow up activity in my system today...
View ArticleWorkflow wont execute due to Proxy authentication
Hi , I imported a solution, the workflow wont execute ,it is returning this error ;Workflow wont execute due to Proxy authentication error;"The remote server returned an error: (407) Proxy...
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Neglect Accounts
Hello Everyone:I having some problems creating a Neglect Account report.We only want to show Accounts that have no Activities with Minimum Days Neglected 90 days.When I run the report we have a few...
View ArticleQualify a Lead error code
Hello Everyone:It seems we are getting more error codes lately.This is the news one when a user tries to qualify a leadNote we don't have any Keys for Leads or OpportunitiesThe given key was not...
View ArticleCRM 2015 - read result of Opportunity Close dialog in JavaScript
Can anyone recommend anything for CRM 2015 that would get the result of the dlg_closeopp.aspx dialog?Details of my problem:In CRM 2011, using code in the formSave event handler, I could grab the...
View ArticleAdvice Needed: Writing to CRM via 3rd party apps (leads/support requests etc.)
Hi, we newbies to Dynamics and one of the tasks I need to tackle is getting all of our leads and support requests that come in over the web into our CRM as fast and as close to real time as possible. I...
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Fire OnSave Plugin when specific field changes
Hi, I have a plug-in currently that fires onsave for changes made to any field. However, I would like the plug-in to fire only when a specific field is changed.I know that when you create a new plug-in...
View ArticleError with field's customized event
When I go to an opportunity product in tablet app i got the following error alert"There was an error with this field's customized event.Field:windowEvent:loadError:Cannot obtain property 'addOnChange'...
View ArticleNew to CRM 2015
We are getting ready to install CRM 2015. We currently use 2011.A couple things, I am trying to find a good book to have on hand as a reference.. Any ideas?For 2011, I used Step by Step CRM 2011 and...
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CRM 2015 - Unable to modify "Subjects"
Hello,I am trying add a new "Subject". CRM will let me add it no problem. But when I go to select the new subject it is not there. I am also unable to modify any of the existing Subjects. It is...
View ArticleImporting Contacts (via XML)
Hi, we are moving from GM and exporting all of our contacts over to CRM, however after multiple attempts to try and get some sample data imported, we still cant see our records. I have been using the...
View ArticleCRM Tracking Token
Once I received an email from client A, and I set this email as Track in CRM in the outlook.Then I replied this email.So both incoming and outgoing email can be found in the CRM system.Outgoing email...
View ArticleCan we add duplicates to dictionary?
Hi,I have a dictionary(Dictionary<string, Guid>) which does not allow duplicates to be added. Is there a way that we can add duplicates into it?Here is my code snippet which fails if there is a...
View ArticleSharePoint List or Custom Announcements on Dashboard
Has anyone ever added a SharePoint list to a Dashboard, or come up with a away to have separate Announcements for separate teams/security roles/dashboards? Using Dynamics CRM 2015 Online. Looking for...
View ArticleHow to Track Embedded Attachments within the rich text from outlook to MS CRM
HI Friends,Customer Send Email with embedded attachments (pdf, execl, word files. All Docs insert in to body).I tracked the outlook Email.In CRM the Email was stored in activities. Open the Email .To ,...
View ArticleMethodology to understand existing Dynamics CRM system
Folks - What is the best methodology/practice to understand existing dynamics CRM project. Which components or items will help most to understand the current system specially from development...
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