Make Account OR Contact field required in a form (custom entity)
I have a form in a custom entity which I would like to require that either the Account OR Contact field is filled out. This is a workaround to the inability to create a lookup on either entity. So the...
View Articleset currentcost of product
Hi experts.I am currently working on a project that intends to set product data in CRM, using our ERP database as a source.Querying ERP and getting the correct data into c# is no problem.Setting CRM...
View ArticleServer 2012: CRM 2011 install stops after requisite installs finish
Hello! I have been dealing with this for a couple days now, I am trying to get CRM Server 2011 installed on a fresh load of Server 2012, all updates are complete, I've set up IIS Roles, and the...
View ArticleMissing components?
Dear Members, I am new to CRM and Dynamics. According to LearningLabs videos and other material, I should be seeing an area headed "My CRM", an area headed "Workplace", and a pane headed "Activities"...
View ArticleUnexpected data changes
I have noticed in the early days of implementing Dynamics that saved data is changed when I come back to it. (a) Probability values entered and saved within opportunity records are sometimes different...
View ArticleView users in a role
Hi, how do you view the users who are assigned to a security role? I can see how to do this on a per-user basis but not the easier reciprocal to be sure I don't have unwanted users in a security role....
View ArticleHow to convert an outlook contact to lead in crm 2013
Can't find a way to convert an outlook contact.The only way seems to re-type all the information in the lead form.I have a sales rep profile.
View ArticleIFD CRM login with Default Network credentials
How to connect IFD CRM using default network credentials.am in the same domain and am ad user as well as crm user also. but it's not allowing to connect crm.hard coding username,password and domain is...
View ArticleCRM 2011 install, having trouble with AD OU objects
I've created a new OU on the primary domain on our AD machine, but the CRM 2011 setup says it cannot find any AD objects. I tried specifying the AD server object in the config.xml file itself, but even...
View ArticleRoll up 13 authentication issues
Hi,After rollup 13 users cannot access crm. After the ADFS login they are again prompted for credentials, which do not work. I had to uninstall RU 13 from the server in order to restore...
View ArticleUsing billingplatform.com
Has anyone used billingplatform.com and if so would you have any information on how they integrate and talk to each other. I am looking to created a field in my billing entity that when complete is...
View Articlereplacing old code in a library
Noob here...trying to find out what is wrong with a single field.I'm using the following in a library to forcesubmit a calculated field that is read only:crmForm.all.new_estprofit.ForceSubmit =...
View Articlecustom view with multiple entity(1 to N)
I have two custom entity and account entity has 1:N relationship with them.Ex) New_eneity1 and new_eneity2I know I can create custom view with account name and new_eneity1 in new_entity1 view page.Can...
View Articlehow to migrate salesforce.com activities to CRM 2011 online?
Hello Folks, whats the best way to migrate the Salesforce.com activities to CRM 2011 online activities along with Accounts and Contacts. I referred to some of the blogs but not sure how to push the...
View ArticleHiding a field based on another field in the same Tab
I'm trying to hide a field below another field once one of the four options is chosen but they are in the same tab. I know how to hide a complete tab based on a field value but is what I'm asking?I...
View ArticleMapping Entity records from Lead to Account in N:N relationship
Hi every one, I have created N:N relation on lead with a custom entity, same on Account entity N:N relation with that Custom Entity, when i Qualify the Lead those Custom Entity Records created on Leads...
View ArticleSharePoint List Part viewed on different form
When you use the left navigation for Documents on Account for example you are taken to a form with an iFrame that shows the SharePoint list part from the CRM group and a list of the documents in the...
View ArticleError trying to install update Rollup 13 for Microsoft Dynamics CRM Language...
When I try to install my windows update for Rollup 13 for Microsoft Dynamics CRM Language Pack (KB2791312) I get a error that the Installation was canceled with a Error Code of 8024000B. I have not...
View ArticleCRM REPORTS
Can someone suggest any good books or reading material on CRM reports. It seems like there are so many gottchas I am running into and would really like to learn some more. Another question I have is...
View Articlehow to pass data back to CRM online from azure SB with two listener?
Hi, so far I am able to receive the CRM data being passed by the azure aware plugin with the help of two way listener that is listening to a azure service bus end-point. I wrote a simple azure aware...
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