Show/Hide entity views
Does CRM 2013 Contact/Customer/Leads views can be set based on security roles??What I mean is.... Is there an easy way to show/hide certain views based on certain Security Roles?? or do we have to...
View ArticleMS CRM 2011-What is the tablename where OptionSets's Values are stored?
Hi All,I am looking for the tablename of OptionSets in MSCRM 2011 are stored...I found VIEW - "OptionSetView" where the name of the optionset can be found....but wher can i find the values that are...
View ArticleBusiness rules override visibility setting of the section they are in
Dynamics 2013, Update 2 on Premise.I have sections on my form that are hidden by default. On those sections are fields that I've applied business rules to show fields based on data being in a...
View ArticleBusiness rules to hide fields are hidding fields that are not part of the rule
Dynamics 2013, Update 2 and on premiseI have a form with 3 fields on it. One is a text field and visible by default. The other two fields are not visible. When I place data in text field I have rules...
View Articlehow to create window application for Exporting and Importing records in crm 2011
I want to create window application for Exporting and Importing records in crm 2011 using C#. I tried lot but no solution. Please anyone can help me out. Thanks in advance. Rajjjjjjjjj
View ArticleNot able to select date from date field
Hi All,I have created some entities in which I have added some date fields , I am not able to select date from calendar...Please help me what would be the reason , I have not written any jscript.
View Articledisplay selected optionset value in a text field on update of case
Hi All,Could any one please help me in displaying an optionset field value in a text field..? I want to retrieve the value selected in optionset and display the same in a text field using plugin.. Iam...
View ArticleCrm 2011 and Sharepoint integration
Hi, I have a problem with CRM and Sharepoint Integration:The versions of my SP, CRM is the following:SharePoint Foundation 2010 SP 2CRM 2011 UR15New ListComponent...
View Articlehow to return value from ajax json in CRM 2013
Hi,i want to return address field from getAssest function.My code is as below:function getAsset() { var pagecontext = Xrm.Page.context; var serverUrl = pagecontext.getServerUrl(); var oDataPath =...
View ArticleIFrames & URL (resource canot be found)
I added an IFrame to a form and set the URL to http://localhost:[port]/myPage.aspx. The website is hosted through IIS. If I enter the URL directly in IE it pulls up just fine. However, that exact same...
View ArticleSSRS Report Filtering CRM 2013 on-premise
Running into a problem in CRM 2013, SQL 2012 while trying to use FROM FilteredEntity AS CRMAF_FilteredEntity (replaced the word Entity for the actual custom entity name). When uploading the RDL file it...
View ArticlePopping up a message box/ alert from Plugin.
Hi Folks,I need to display an alert/message box from the plugin. I don't want to use "throw new InvalidPluginExecutionException" as it will roll back the transaction. Please provide your...
View ArticleconfirmDialog Bug in Dynamics CRM 2013
All,There seems to be an issue with the confirmDialogue function in Dynamics CRM 2013 in that it crashes the browser (Firefox, Internet Explorer 11). When debugging the application, Visual Studio...
View ArticleCRM 2013 : Problem when create an active quote from an opportunity
My need is to automatically modifiy the status of a quote to Active when i create it from an opportunity , i tried to do this :- Create a Real-Time Workflow on Quote that starts when...
View Article***Exporting a report into Excel and renaming the tabs
Hi,I have a multipage report and when I export it to excel it creates multiple tabs. Sheet 1, Sheet 2, Sheet 3. When exporting to Excel is there a way to rename those tabs? So for example:Sheet 1...
View ArticleAsync plugin execution order
Hi All:I have a plugin registered for the create/update/delete of some entities. And these steps are in Asynch mode.Now, let's take lead as an example:If I create a lead, then update it, then delete...
View ArticleCRM 2011 Qualify Lead Without Converting to Contact or Account?
<p>Hi - We have a situation at my firm where Leads were never properly qualified into Contacts/Accounts. The matching Contacts/Accounts were created independently of the...
View ArticleIFrame & Web Services
I am trying to display/create/modify data from an external database in CRM. To avoid duplicating the data in CRM, I have created a shell entity in CRM that only has the ID of the corresponding record...
View ArticleCan I update a group of entity attributes via code (JavaScript or C#). I have...
Hi all,Can I update a group of entity attributes via code (JavaScript or C#). I have exhausted Google searches and found partial solutions. Any help would be appreciatedGord
View ArticleCrm 2013 form , getting error- Object doesn't support this property. error...
Hi Friends, Recently we migrated our organization to CRM 2013 from CRM 2011. After migration we are facing the issue in onload of form of one entity.It shows error on page messge at bottom and when we...
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