can we create a pdf in ms crm 2011 using plugin or any other way
My requirement is I create a record in entity A and as I save the record the pdf should be generated. There are few conditions what to get in PDF but as of now I just need a plain PDF or in simple case...
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Duplicate Global Optionset in Out of Box CRM (Sync Direction)
Hello everyone,This is not an urgent question, its really for my information purposes. I've noticed that there are duplicate global optionsets called Sync Direction. Does anyone know why there are...
View ArticleDoes the Report Authoring Extension work on Visual Studio 2012 express?
I am using CRM 2015 online and I need to customize my reports and upload them to the CRM. I understand I need to use the Report Authoring Extension in order to do that. I only have Visual Studio 2013...
View ArticleBuilding a report for a large amount of records in CRM Online
Hi,We are building a report with fetchXML for CRM Online in which we fetch 70 000+ appointments and 100 000+ linked entities. We have a lot of filters with this report as well.Currently we meet the...
View ArticleSeparating string fields by commas (CSV) for reporting?
I've not delved into MS CRMs reporting capabilities, so I need some help here. We're transitioning from an old CRM system where our Products field is a simple text string but we can do reports on the...
View ArticleTotal Field is not calculated for imported invoice until I open the record
HiI have lots of invoices which are imported to Dynamics CRM. But the total field is not calculated until I ope each record and save it. Is there any way to make it calculated automatically ?Regards.
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FieldOneSky Admin "Routing Engine Settings" Missing
Hi Everyone,I have a 2016 Preview and 2015 SP1 Sandbox instance I’ve been working with Field One Sky on. The solution version installed is 5.1.5031.0In the online tutorials/video “New Features Auto...
View ArticleComparing two values from different entites
I would like to compare two values and display the highest value.The values are from two different customers within the contact entity and i would like to display the highest value in a separate entity...
View ArticleAccount -Post and Activities
Hello Everyone:Questions about Accounts for a Post an Activities.1. is there away to add a Post to an Activities and visa versa.Any help would be great
View ArticleRestart Workflow in Waiting Stage
Good Morning,Could anyone explain how it works when restarting workflow from waiting stage and how it affect records?Will it update the record even if it get changed since the workflow trigger?thanks
View ArticleInserting a Hyperlink in a workflow-generated email
I have a simple workflow in which I generate an email. I want to insert a hyperlink into the email that contains a field to be dynamically inserted, but it is not rendering correctly. Here are two...
View ArticleHiding Command Bar Standard Out of the Box Buttons
Hello,I am working on a requirement that on a custom entity to hide the whole command bar. I tried to use RibbonWorkBench to hide them. But it is not working.This entity will be...
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Get an object variable in JScript?
Hi,I'm having trouble getting the the value for childElementCount:These variables are in an object called response, so I tried var count = response.children[0].childElementCount; but I get no...
View ArticleSimple procedural step by step to get to the goal line on installing 2015 CRM...
I have domain setup, sql server, server for crm, but I am stuck on the reporting services config in sql server and I am sure several other things once I get past that - I am looking for the "rosetta...
View ArticleUnderstanding what is in an Neglect Report
Hello Everyone:OK I need to know what is in a Neglect Account report.How did CRM create does it include Opportunities, Quotes, Orders... (open, Closed, Active).I know we can add to the Criteria ie...
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Recurring Workflow for every weekly, monthly, quarterly, half-yearly, yearly
Hi all,Can any one suggest how to call the Recurring WorkflowSo for i have done the following.- Created a workflow on create of Entity- Task for all existing Account of employee is to trigger the...
View ArticleExporting selected records to excel from view
Hello experts,Is there a way to export only selected records to excel from a view in Dynamics CRM? It can be done using the advanced find but one of our customer wants to use the standard views to...
View ArticleBest practice for organising customer data in multi-channel selling environment
Can anybody advise on best practice for organising customer, contact and opportunity data in a multi-channel selling environment please. I'm specifically looking for a guidance on VAR (reseller) stream...
View ArticleCustom Fields in FetchXML
I'm using the fetchxml tester from XrmToobox. I've not able to see my custom fields in the output, but i can see system fields. For the xml given below, i can see activityId from appointment entity,...
View ArticleCreating a Quick Campaign does not add any of the selected members
Hello Everyone-I often successfully use Marketing Lists to send group emails via Quick Campaign. My routine is to create a Marketing List which displays the desired Members to receive the emails. I...
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