CRM 2013 - How to handle Unload of navigation link Iframe?
Hello,I have added new navigation link at Opportunity entity. In this, I am displaying a webresource which is a pure .net page. So same as like what we have "Products" option in Opportunity entity, I...
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Add values to status reason field
Hi,I am trying to add values to status reason filed on custom entity.I would like to add values to section (active, pain, canceled, closed). Is this possible?Best regards
View ArticleError comes when add Related Contact from Account in ms crm 2015
Hi Friends,When I add a contact (sub grid) from Account, I am getting below error. the environment is crm 2015 online.<ErrorCode>-2147220970</ErrorCode><ErrorDetails...
View ArticleCreate a plugin to publish jscript from VS
I would like to create a plugin so that i can change and publish a Jscript file directly from Visual Studio.What should be the steps that we should undertake? Where to begin?Know that all js files are...
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Ribbon workbanch error
I get error "proccesstriger with id=blah blah blah does not exist". This error occured only on contact and lead entities when I tried to do something with form buttons (even if I try to change alt text...
View ArticleBest practice working with Solutions
Hello everyone,I currently work with CRM 2001 with multiple solutions (ClickDimensions, different vendors, few internal), and I must say it's a nightmare. Solutions are referencing each other, so when...
View ArticleLocation line disappear in Outlook 2010
Hello.We have a problem since 6 months.When i create an appointment in Outlook (2010) and set regarding to our CRM (2013) then disappear the location line after synchronizing with Outlook when i open...
View ArticleExporting and importing Campaigns, Quick Campaigns and Marketing Lists
HiI have a client who wants to migrate from CRM 2011 On-Premise to CRM Online. They have little customisations and only use a small part of the system. Essentially, the bulk of the migration will be...
View ArticleCRM Dynamics 2013 Plugin failed to import CSV file
I have a CRM Plugin that fires on an update of a field on the form, the plugin then should utilize the Import capabilities of the SDK to Import CSV Records into Dynamics, I get the following...
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Look Up Records with a subgrid on a form
Hi everyoneI do have trouble with my view setting. I configured a subgrid on the “contacts” form regarding the marketing lists. Within the subgrid setting I managed to select a default view.When I do...
View ArticleData re-import: One or more of the option value for the pick list are not in...
After a recent upgrade from Dynamics CRM 2011 to 2015 I get the following error when trying to re-import data into CRM.'One or more of the option value for the pick list are not in the range of the...
View ArticleClosing Opportunities from Quotes
Hi,I've some doubts how to use Opportunities and Quotes, One example:I've created an Opportunity with 2 products and a Quote with the same 2 products because I think that my Customers will buy all of...
View Articlepossible to only some users can see Workflows, Dialogues, Reports?
Hi,is it possible that only some users can see & execute Worklows, Dialogues and Reports?I tested to give the owner of a report to a team & then add the users to the team, that should execute...
View ArticlePlugin : create a new record in an existing Entity
Hello,In a c# plugin, i try to create a new record in an existing entity.What is the code to do that ?Thanks,Paul
View ArticleQuick Find Customization
Hello,I need to add a find column on the quick find view of the price list item from the product entity, to be able to find it in the quote product inline edit view.
View ArticleEmail sync using Microsoft CRM for Outlook
Hello all,My company uses the CRM 2015 Online. After installing the outlook plugin, I tried tried synchronizing using Server side synchronization. However it gave me a failure notice during testing....
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Displaying charts for associated view in IFrame - Dynamics CRM 2015
Hi,I am trying to show charts for associated view in an iframe like belowBut I am getting below only.There are posts which suggests to use following parameters but not working for me....
View ArticleOpen forms in "pop out" format automatically
Hello,Any idea how can entity forms in CRM 2015 open in "pop out" format automatically without having the user to click the "pop out " button ?Thanks
View ArticleCan I Mass Renew Contracts and Contract Lines?
I've been using Dynamics CRM 4.0 for several years and recently upgraded to CRM 2015 Online. We use Contracts extensively and renew them annually. I understand how to renew individual contracts one at...
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