How to update Quote Total Value field without opening record
We are using Scribe to import Quotes and Quote Products. The import works fine, but the Total Value field does not update until the record is opened, so when a user looks at Quotes in a view, all they...
View Articleemail casting issue in plugin?
Hello - I'm trying to get a handle to the email entity in the Email post-save plugin. The following code *was* working at 1 point because the plugin was able to complete and save: if...
View Articlehow to set activity (email) start date/due date?
Hello - I noticed that in the CRM dashboard, lower right corner there's an "Activities" view. Within this Actities view there are columns for "Start Date" and "Due Date." How can I populate those...
View ArticleCannot Throw Plugin Exception when Create OpportunityProduct after update...
Hi All:I use CRM 2011, after update rollup 10.I cannot throw any exception message in plug-in when create opportunityProduct,the system exception message is not my expect..Please give me a hand.ps1:...
View ArticleWebcopy tool failure in creating XML file
HiMy company is using microsoft dynamics CRM2011. I need to move web portal from one organisation to another. Web copy tool shows an error.Create xml file of web portalcopy from CRM server to another...
View Articleworkflow for case pm email to dos?
Hello - When emails are associated for a case the case PM needs to be aware of those emails so he can go into CRM and respond to those emails. What is an effective workflow for handling this scenario?...
View ArticleDuplicate Quote with same Quote number and revision ID gets created while...
Hi,We have a CRM 4.0 environment, where we have a strange issue, that while revising Quotes It actually creates multiple quotes with same quote number & same revision ID. Is there any possibility...
View Articlecrm for outlook?
Hello - I'm trying to get a better understanding of email options in CRM. Doesn't CRM provide some type of Outlook integration? What kind of extra work is required for getting that set up? Is there...
View Articlecrm 4.0 - plugin not get fired while using CompoundCreateRequest
Hi All,I am using CRM 4.0 on premise version.I've written the codes to create salesorder and salesorderdetail by making use of the "CompoundCreate" message. I've written a 2 plugin for the Create...
View Articleuser settings/preferences for notifications?
Hello - Does CRM provide basic user settings functionality that users can directly use to manage their preferences? Specifically, I'd like users to be able to go into their user settings and select...
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CRM 2011 MSCRMTracing Error - Event Viewer
Hello!I'm organizing forms, views and fields in MS CRM 2011 (UR5, Windows Server 2008 R2) for a Marina Company. And have a question about it.I've read most of forums and blog posts about this...
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Need to get activities related to originating lead as wel using fetch xml
Hello Experts, How to create the filter condition using fetch xml, similar to screen shot below. Which shows all the activities related to opportunity and originating lead.Below is the fetch xml which...
View ArticleExecute Multiple Request using crm 2011 SOAP endpoint in Silverlight
Hi, I am working on Silverlight web resource for dynamics crm 2011 using SOAP endpoint.I need to do Create, Update and Delete operations in Bulk using SOAP endpoint.I have read SDK but I can't found...
View ArticleCRM 2011 Entity View
Is there a filtered view that has all the entity names and object type code? I need to display the entity names for associated activity andFilteredActivityPointer seem to just have the...
View ArticleCRM 2011: How to call a Save method in javascript.
Hi All, In CRM 4.0 we usally use crmForm.Save(); method to invoke the save method in our javascript code. How about in CRM 2011 ?. How to invoke save method in CRM 2011? any idea ? Regards,Safi. SAFI
View ArticleUsing javascript to create and update record in crm 2011
Hi all,I have a requirement where I need to create a record from an entity i.e. from entity A i need to create a record in entity B and if record exists I have to perform update operation in entity B...
View ArticleSum function not working for me
Hi I have created a sql query and need to get the total of the field: CON.new_TotalNoofPlanMembers. This field can contains an integer value from range: 1-10. I need to get the grand total of this...
View ArticleAX 2012 Security Upgrade Tool
I am trying to import a user group in AX 2012 from AX 2009 which had access to Item details form.After completing the Security upgrade tool wizard for importing the above user group, the privilege is...
View ArticleCRM 2011 Workflow activity: Create task after changing the Lead status.
Hi Experts,I need to create a follow up task using Workflow activity when user changes the Lead status to "Processed" from form.Scenario: The User (Sales Representative) has logged into CRM using it's...
View ArticleGet OptionSet Value according to Criteria using Plugin
HI Expert i am able to get the OptionSet Values. but i want to get the values by criteria(e.g. parentcustomerid). I am pasting my code here through which i am getting the OptionSet Values. But here...
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