Can I create a new quick create form for contacts/leads
Plz help
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new quick create form
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Announcements on dashboards
How can we bring announcements on Sales Activity Dashboard?
Is it a huge customization?
Any help will be regarded
Thanks
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microsoft dynamics crm add-on for outlook
Hi, since de last 2 weeks, we've got problems with the add-ons Microsoft Dynamics CRM for outlook, when the add-on is enable, outlook freeze. Is anyone know the cause or the solution? I've made some research on the internet but I didn't find anything conclusive
thanks for your help.
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Set Default Text on Any Field in Dynamics 2015 - Error
Im Looking to autopopulate a text field on an entity when it is created and i used the following link --> http://www.magnetismsolutions.co.nz/blog/paul/11-06-29/Set_Default_Text_on_Any_Field_in_Dynamics_CRM_2011.aspx
I thought i followed it perfectly but i got this error
These are what my entries look like
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How to Quickly Create Multiple Tasks Within a Case Form - Looking for Suggestions
We are a very customer focused software/engineering company and sales handles multiple requests from customer (up to 15-20 tasks at a time) to capture these tasks we create “meeting reports” which are basically the same thing as an appointment. For tracking purposes I overwrote Cases as meeting reports for the default entity relationships. Below is the new form
I tried adding just the task grid to the form but it is just a view to look up tasks (not a simple click and add)
I see that you can go to the activities up at the top under “Common” but that is just an awkward location, doesn’t follow a business process flow, and applies to all activities, not just tasks. This kind of functional view would be great if it existed within the Meeting Report form and only related to “Task” activities.
I saw that you can create a business process flow so that a Case would transition to a task...but is it possible to transition to a task grid workspace? im bascially fishing for improvement ideas because i need this is one working location or a strict path for a sales person to enter data
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Report showing number of time each report has been run
Hello community,
I have a requirement to produce a report that shows the number of times each of the CRM systems' reports have been run by users. Something like this:
| Won opportunities | 120 |
| Leads: Older than six month | 56 |
| Daniels dashboard | 301 times |
| etc. |
Is there a way of pulling this data from CRM?
Regards,
Daniel
Won opportunities
Daniel's dashboard
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Columns duplicated in opportunity report
I created a report for opportunities and added the columns I needed. Several of the columns are duplicated when the report is generated. When I created the report I did not duplicate columns.
It seems any opportunity report I create using any combo of the above columns they are duplicated
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Problem with tracking emails
Hi all,
In our Dynamics CRM 2013 on Premises all by sudden while i am using Server side synchronisation and Microsoft Dynamics CRM for Outlook for tracking emails in CRM , while we create a CRM email form Outlook 2013, set the regard and everything correct , on send the email the regarding is disappearing and that for is not tracked inside CRM .
Now if we return in to the send folder of outlook , open the email and set again the regarding , then it keeps it and it creates track inside CRM too.
Any Ideas what might be wrong ?
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ITracingService - getting access to the traceInfo at runtime
I have some custom logging in my plugin and want to include the contents of my tracingService in my custom logging (which writes to my log within catch blocks, before the plugin finishes).
I cant seem to access the content of tracingService. I wonder if it is accessible at all?
I tried tracingService.ToString() just incase the devs had provided a useful overload, alas as expected I get name of the class "Microsoft.Crm.Sandbox.SandboxTracingService".
So far....
To get the traceInfo string from traceService at runtime I used debugger to interrogate the tracingService contents and extract the expression.
So the traceInfo string is accessible from these expressions...
for Plugins
((Microsoft.Crm.Extensibility.PipelineTracingService)(tracingService)).TraceInfo
for CWA
((Microsoft.Crm.Workflow.WorkflowTracingService)(tracingService)).TraceInfo
However, at design time neither of these expressions seem to be accessible from any of the standard CRM 2011 SDK dlls...
Any ideas community?!
TIA
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Search for records modified on a specific time - any workarounds?
Hello everyone
I currently believe that it is impossible to search records based on a specific time, using FetchXML..as Dynamics ignores the time portion of any fetchxml query.
Is anyone aware of any work arounds, to do this? I have tried to use greater than, rather than on-or-after, to no effect. I then tried thinking around the box and created a date/time field to be populated by a workflow's execution time..and again for a text field, before realising you can't pull a greater than query on a text field.
If it's not possible with fetchxml, is it possible by querying the SDK?
All thoughts are welcome.
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Set a field to Today() - a Changing date based on the current date
I’m looking create a field on a form that updates continually based on the current time. I want this because I could then create rules and workflows off due dates, reminder dates, start dates, etc. These workflows would change the fields on the same or other entities.
For example if a task due date is greater than TODAY() then set field value to “Needs Update”
I was looking at the equations but they are limited on functionality – Perhaps there is a tool pack download that has excel functions like this or a workaround?
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Unable to add columns or groupings when creating a report
Hello,
I have been trying to build a report from scratch using the report wizard; however, when I get to the "Lay Out Fields" stage, I am unable to select a column from the drop-down box. The record type drop-down box behaves as expected, but the column box is blank. Has anyone experienced something similar? Is this a bug? Any help would be greatly appreciated.
Thank you!
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Exchange rate update automatically
Hi there!
I've been searching around for a solution to update the exchange rates once a day in CRM 2015 however most solutions require programming knowledge.
I have some basic programming knowledge and I was wondering if someone could guide me in the right direction as to if and how I could achieve this.
Thanks!
Trevor
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Offline Capability in Microsoft Dynamics CRM 2015 for Phones (iPhone, Android) available?
Dear all.
I was wondering if there is an offline (or caching) functionality for Microsoft Dynamics CRM 2015 for Phones (iPhones and Android) planned. According to this old article, only Windows Mobiles do have a Caching function: https://community.dynamics.com/crm/b/crmteamblog/archive/2013/11/20/microsoft-dynamics-crm-for-phones.aspx
Thanks for your help!
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Question about support of Microsoft and CRM Audit Log?
Hello, I would like to consult on the support of Microsoft.
I need to access the SQL database to Microsoft Dynamics CRM 2013 and extract logs and audit tables Users.
Is it possible to go directly to READ MODE on audit tables without using biztalk or supported by CRM interface, and continue to comply with the support of Microsoft?
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Hola, quisiera consultar sobre el soporte de Microsoft.
yo necesitaría acceder a la base de datos de SQL de Microsoft Dynamics CRM 2013 y extraer los logs de las tablas de auditoria y de Usuarios.
¿Es posible consultar directamente en MODO LECTURA sobre las tablas de auditoria sin tener que utilizar biztalk o una interfaz soportada por CRM, y seguir cumpliendo con el soporte de Microsoft ?
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Install Update Rollup 18 for Dynamics CRM 2011 - major changes & possible issues
Hi guys.
I have an installation of MS Dynamics CRM 2011 on premise with UR11 and I am going to install UR18. Basing on your experiences, what are the major change I have to expect? Will be any change in the UI (forms, etc.)? Do I have to expect some issues? I think I can install directly UR18 without pass through intermediate UR in my case that I have UR11, isn't it?
I have some code from CRM 4.0 and I know that I need to fix some part on JS libraries because no more supported after UR12, but in this case I can use the validation tool from Microsoft. Other things to take care?
Any suggestion and lesson learned that you would share with me, I will appreciate very much!
Many thanks
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Mapping (Relationship 1:N): How does it work?
Hello,
I was trying to understand how does the mapping work, because what is happening now is that I added the relationship (1 : N) and then when created, I got in to mapping some inputs.
what I have not really clear is if this inputs are related each other and how they work?
Do I need to add a reference or do something more?
I will appreciate any help,
really thanks!
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iPad Client App
How much can I modify and where (If applicable)?
I would like to modify layout, fields, hide, re-position the CONTACT Entity?
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Global Search Text Box in Title Header
Greetings all,
My company recently received the 2015 update to our CRM Online system. I love the cross-entity global search, but I feel like I'm missing out. Every article I read that refers to the new Global Quick Find search, shows a Text Box in the Title bar like this:
But our system doesn't have that. It just has the magnifying glass icon. If you click on it, it has to load a whole new page before entering your search text. How do I get the text box up there? Here's what mine looks like:
Any assistance would be greatly appreciated!
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OUTLOOK Client connected to CRM 2013 online
OUTLOOK Client connected to CRM 2013 online does not open CRM form?
I quick message appears saying conecting butthen nothing happens?
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