Read last 5 Characters from a field
I am creating a Workflow class in c#.I am looking to read in a field and pass its last 5 characters into a variable.I can read the field in and do a check condition against it...
View ArticleUse of virtual datatype field in crm 2011
Hello All,Can anyone help me knowing use of virtual data type fields in crm 2011. In MSDN it has mentioned that these fields not used in crm records. Does it require for crm internal use? can anyone...
View ArticleReopening a sales order / quote in Dynamics
Hi guysI am seeing a problem (I think) with the reopening of a quote and / or sales order in CRM 2013, it is simple really, can you open an active quote or one that has been won or a sales order that...
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Send As another user privilege
Hello Experts,I am trying to find out the difference between allowing a user to send an email on behalf of another user by1. Setting the 'Send Email as Another User' privilege in the security role 2....
View ArticleCRM 4 - passing values to a lookup in a dialog box
Hi guys, Anyone knows if is it possible to pass a filteredlookup through a dialog box with JScript? Or how can i do this?thanks.
View ArticleCRM 2011 Architecture Question
I wanted to get some ideas of how others are structuring/architecting their CRM applications. Here's what I am doing...Adding JavaScript entity/form customizations... using REST.Jquery for db...
View ArticleCRM 2011 - Due to changes in child entity i need to update parent entity
Hi,currently i have an entity for a invoice, invoicedetails and payments. The entity payments and invoicedetails are child enitites from invoice. If i update one the child entities i need to update...
View ArticleHow do you center a window popup, modal window, etc. (Ribbon Workbench)
I'm trying to figure out how I can center a popup HTML form using the winParams. I have addeda button using the Ribbon Workbench that calls my own HTML page and displays it as a popup form. But I...
View ArticleReplying to email auto set Queue In Email "From" field
I have CRM 2011 IFD I Set 3 Queues(Contact Center,Corporate Sales,Corporate Services)for teams and each queue have different Email addressFrom Queues when reply to incoming email the From field of...
View ArticleCan I use enquiries and cases in the same module?
I'm doing a functional spec for a unique service department who needs to record all the general enquiries coming in via email, phone calls, walk-ins and webform - which Enquiries seems a perfect match....
View ArticleCRM 2011 HTML/JavaScript WebResourse Issues
I posted this question last night and this morning it is gone. This is the second question I posted that disappeared over night. Hopefully these are not getting lost! I've been working with CRM 2011...
View ArticleMigrating only data to a brand new deployment
Hello everyone,Couple of months ago we had and server-side issue and some of our data is corrupted. After that, everything went wrong.We partially fixed and successfully imported our CRM 2011 system...
View ArticleMSCRM 2011: Delete or deactive record by using Work flow
Hi ,I created one system work flow In that I have 2 conditions Condition 1 = when Oprionset ( create Opportunity = Yes) on enity I'm creating record based upon my requirement.Condition 2 = when...
View ArticleCRM 2011 - Prompt and Response - Add a space between two dynamic fields
On the dialog's when you add two dynamic fields, one right after the other, all of the spaces between them is removed. I tried adding a default space value { } and that did work either. My next option...
View ArticleAuto Populate associated Lookup value on selection of other lookup in MSCRM 2011
Hi All,In Account entity I have 2 lookup attributes 1.Product and 2.StateWhile selecting the Product lookup Product lookup view is opening Product is having a relationship with Product- Stateentity...
View Articleget opportunity details and product list from Quote in Plugin
how could I get opportunity details and product list entries when new Quote is created. I am trying to extracting opportunity details when Quote is creating and for that I am using Plugin with Create...
View ArticleProblem with "Next X Hours" filter of CRM 2011
Hi all,I have added a custom field named "due by" in queueitem entity. Then I created a system view named "Calls due next 1 hour" again in the queueitem entity with filter condition as:Field: due by...
View ArticleHow to modify filter condition of a queueitem view dynamically
Simon Hutson says in his blog http://blogs.msdn.com/b/ukcrm/archive/2011/03/10/using-plug-ins-to-modify-views.aspx?Redirected=truethat "Every time you access a view in CRM user interface, it causes the...
View ArticleJava client connection to CRM Online 2013 - issues
Hi guys,I've tried using the Java sample from the blog on MSDN (subject is "Integrating Microsoft Dynamics CRM 2011 Online with Java and other non-.Net Clients" - I can't post links for some reason...
View ArticleUsing Cognos 10.2 with MS CRM 2011 ?
Hi, I want to know if we can use Cognos 10.2 with MS CRM 2011. I am new to both the tools so don't have much idea. Please provide useful links if it is possible to do so.Thanks.
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