Contract Line Data and Charts
We are using CRM 2011. I have a request from our support manager in that he wants a dashboard with several panes that access the contract Line entity. Primarily he wants a pane of Total Time On...
View ArticleCustomizations and Solutions
Hi I am new to Dynamic CRM.I am trying to create a custom view of the CRM system.Steps 1: Solutions, Created new solution, added existing, Selected the requiredStep 2: Components, entities, leads,...
View ArticleField populated by javascript not committing value
Hi,I am auto populating a lookup field with some javascript on form load, when I save the record the value that is placed into the field gets blanked when the form reloads. I have checked both at the...
View ArticleUnable to pass value in window.showModalDialog
I have been working with window.showModalDialog to show custom aspx page on click on button in CRM 2011 and passing sharedObject to ModalDilog, But when I try to get sharedObject at ModalDilog I...
View ArticleCrm 2011
Hi I have a problem with plugin on sandbox, this plugin request a web service this web service execute Linq to Crm query , the problem is when call the plugin from crm webpage it's throw exception tell...
View ArticleCRM 2011 Plug-in appointment
Hey all,I have the following problem. I have a plug-in on appointment. In this plugin I need to check the status of the appointment, if it is completed I need to skip it (this means it came from our...
View ArticleCustomising the CSV import to update different custom entities
Hi, I have a requirement to allow the user with specific permission to import data from CSV file.On import, system will check for contacts if they don't exist than create new one. Also update another...
View ArticleFunction 'GetRecords' linking CRM to Bing Maps in Iframe. Can't find arguments.
Hello, I have inherited the task of doing development on a bing maps integration project with Dynamics crm.I have found a function "GetRecords" in the code. I cannot find where it is defined. It...
View Articleextending the security role entity
I want to extend the security role entity to include some custom permissions relating to my business. For instance, I might want to add things like 'Can approve an order of up to X $' or 'can update...
View ArticleHelp needed with Web Service
i am trying to add a web service for crm2011 to a SQL2008 business object. I have been following this tutorial http://a33ik.blogspot.be/2012/02/integrating-crm-2011-using-sql.html I first came up with...
View ArticleCRM 2011 Common plugin for Create update
HiI've got a plugin which needs to be fired on create and update . Do i need to create two different steps with Create and UPdate or can I just have one common plugin and one common step ? If I can...
View ArticleSmall javascript problem passing variables, Code inside. Please assist.
I have the javascript below, the weird thing is it just stopped working this morning. When I try to set the field "new_seconds", I always get a 0. I've declared a global variable so I should be able to...
View ArticleHow to Set Primary field in entity
Hi ,I have created an entity and i want to make sure combination of 3 fields dows not repeats.EG: USername , Phnum and ProjectNameBut how can i enforce this settings other than writing scripts.Thanks
View ArticleCRM 2011-Override Ribbon
Hi,I have to do some form validation on Click of "Mark As Complete" button on activity. If everything loooks fine then only Mark as Complete functionality should work else it should throw alert...
View ArticleHow to detect duplicates for Account Name(Client Name) while converting a...
I want to detech duplicates while converting a LEAD to an ACCOUNT.i.e "ACCOUNT NAME is already present in ACCOUNT". How to achieve this ? Is there any Javascript available?If this post answers your...
View ArticleAuto populate the values in dynamics crm 2011
We are using Dynamics CRM 2011. We have created custom fields in Accounts and Opportunity forms. Already we have entered values in accounts form and the requirement is to auto populate the respective...
View ArticleViews in lookup is changing automatically to default view
Hi, We are facing an issue in lookup views, when we click on lookup and select any views, it is defaulting to default view. This issue is happening only in production and not in UAT and SIT server....
View ArticleHandling Multiple Users saving record at smae Time - Handling Unique Keys
Hi all,I have a situation.I have a property Master entity.i have to assign a property to a User.Eg: User Name : ROBINProperty Name :VGN D BlockWhen user tryto save the record am enforcing to check...
View ArticleStopping a contract line being mandatory
Is it possible to stop a contract line being mandatory?When a case is created there are two fields attached to that case; contract and contract line. Contract is mandatory but contract line is not...
View ArticleClik here to view.
Adding description to CRM custom modules in ms crm 2011
Hi all,Is it possible to add description below the custom module added to CRM. That is similar to what we can see in Sales,Marketing and Services etc.Krishn Prasad Shetty
View Article