DEV to LIVE solution deployment - Users and Teams
Hi all,Im planning to copy customisations from our development CRM 2013 on-premise enviroment over to our live system for the first time.My question is around users and teams as the DEV enviroment has...
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Hello All,How can i check the client is browser or outlook using he C# code.If it is possible to check the client then how can i add script on the page from code behind to run after clicking of a...
View ArticleIBAN Validation Using JavaScript MS CRM, The Validation Algorithm to be used...
HI Everyone"IBAN Validation Using JavaScript MS CRM, The Validation Algorithm to be used for the check digits"Please anyone can reply to back with answer for the above question.Help me will be much...
View ArticleClosed Activities in Nav Bar - CRM 2015
Hi all -After upgrading to CRM 2015 (on-prem), I removed the Closed Activities option from the nav bar on my main Contact form. I now want to add it back, but it no longer exists in Relationship...
View ArticleMSCRM 2015 showing the four rollup fields in goal metric
Hello All, Can anybody tell me that why this strange has happend into the MSCRM 2015 after migration .goal metric is showing the four rollup fields and it is wrong.can anybody tell me why this is...
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Change position of custom entity
Hello. I Created several entity and now needed change them position.
View ArticleProduct hierarchy in CRM 2013
Hello Everyone,I'm currently looking for a solution to manage product hierarchy in the 2013 version on-premise.I know that it's a defaut feature in 2015 but i need to implement it before our migration...
View ArticleAddress Lookup Validation Using Client Side and Server Side
Hi Everyone,Please I need answer for Address Lookup validation Using JavaScript and Custom Plugins.Anyone have answer please share.Your help will be much appreciated.Many thanks in advance.
View ArticleMicrosoft Dynamics CRM free trial
Good afternoon,I asked for a free trial of Dynamics CRM at the site of microsoft. They show me that it will only take 30 minutes till I receive a activation link in my mailbox. But 24 hours after...
View ArticleSend an Email Notification When Adding a Note to a Case
I have a requirement to add to send an email notification when a note is added to case. Is this possible to execute this with a workflow in crm 2015? I was unable to find a (Regarding) case field in...
View ArticleAssistance for Creating an advanced find in Vertical Visions CRM
able to assist me in creating a query report that contains the following information: * Agent Name * Agent Address * Agent City * Agent State * Agent Zip Code * Agent Issued Business for 2015 This is...
View ArticleUser lookup without CRM licenses
I have several fields on some custom entities that are lookups against the User list. Some of the values for these fields need to be employees of my company however they all won't have or need CRM...
View ArticleAuto-generate tasks from Outlook calendar invites and/or webinars
Does anyone know if there is a way to auto-generate a task in CRM when a sales person creates sends a meeting or webinar invite to a prospect? We want to have a fuller picture of all our touch points...
View ArticlePersonal and public deleted views still show in outlook
Hi,I'm having this problem related with deleted views still showing in Outlook (even if they were deleted in Outlook). Tested with Outlook 2010 using CRM 2015.I notice a way to make them update is...
View ArticleMove activities from one case to another
Sometimes one customer send one, two or more Emails with the the same topic. The Emails are automatically converted to one, two ore more Cases. I know about the two ways how to reduce the number of...
View ArticleCRM 2011 Function to copy contents of Contact lookup to Name primary field of...
OK I have been struggling with this stupid problem for 3 days and am going to ask for help. To preface this, I am (obviously) not a Javascript expert...or even amateur. My knowledge is pretty limited....
View ArticleCRM 2013 and 2015: Why So UGLY?
Shamelessly stealing a line from The Dark Knight but I have to ask - am I the only one who thinks the UI in CRM 2013/2015 is boring and ugly?I've been working with CRM since the 3.0 days and am...
View ArticleCreating a Report/or Advanced Find that contains the following
creating a queryreport/Advanced Find that contains the following information: * Agent Name * Agent Address * Agent City * Agent State * Agent Zip Code * Agent Issued Business for 2015
View ArticleSelectively Migrate Reports CRM 2013 to CRM 2015
We are currently planning to migrate/upgrade to CRM 2015 from CRM 2013.There are only a handful of reports that we wish to migrate: Those that have been customized and used (a total of about 5 or 6...
View ArticleCreating an Advanced Find View (is a user the same as a Agent)
I'm currently trying to generate an Advanced Find view and am having trouble only looking for information on Agents. (Agent Name, Agent Address, Agent City, Agent State, Agent Zip Code, etc.)...
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