Search and Access KB Articles from custom Aspx pages
I need to access and search KB articles of MS CRM from my custom ASPX code pages. Can anyone please help me on achieveing this.Thanks in advance
View ArticleHow to Access Custom Field Security Profiles in CRM Online Plugin
Hi,I have a requirement where I have to access custom field security profile in CRM Online plugin. Lets say I have a custom security profile called "Profile 1". I have to access this "Profile 1" in my...
View ArticleHow to Share record with User or Team in CRM Online Plugin
Hi,Kindly let me know how we can share the record with User or Team in CRM Online plugin. I have already created a Team, I just want to share the newly created record with the user or team.Appreciate...
View ArticleCan you send different marketing communication unsubscribe acknowledgment for...
Hi all!I am sending marketing materials to clients from different countries.Of course I send the materials in different languages through different quick campaigns.Is it possible to send different...
View ArticleDrop downs stopped working in IE9
This sounds a lot like an old issue that was 'fixed' with RU6 for 2011, but we're running RU 11 and having a problem where the drop downs on the Lead form are not working.We have tried using...
View ArticlePassing parameters to retrievemultiple plugin message
Hi there ,In my retrievemultiple plugin message , in the Post stage i need to modify the queryexpression in order to filter an associated view.The filter is based on some parameters , it can be a...
View Articlechanging account owner causes all notes and activities to change to new...
Not what I want to happen. I recently wanted to move 100 or so accounts over to a different reps name...but in doing so, all the previous notes, calls, emails, etc have switched to the new reps name....
View ArticleSome user no longer have "Lead" displayed on the drop down for New Record
Come into work today and the CRM support quere has a number of emails from users stating that when they are doing Global Searchs the were able to click on New Record and create a new lead from this...
View ArticleCan only assign a team to an account
I am having an issue with assigning users to an account. It has been customized that I can only assign an account to a team. Does anyone know how to change this back where I can assign to a user...
View ArticleGoals and dashboards
Can put in goals for the year and view by month in the dashboards?
View ArticleInstall 2 different domains(actually 2 different instance) in same CRM...
Hi, How to install 2 different domains(actually 2 different instance) in same CRM server , but in different sql database. Is that feasible? if it is, how to do that?
View ArticleCustomizations Unique to a Business Unit
Can I make the Contact record look different by Business Unit? I need new fields that are different for each Business Unit.
View ArticleInstalação do Silverlight no cliente outlook 2013 do Windows 8
Eu desenvolvi um webresource em silverligth 4.0, coloquei no form de oportunidades e quando eu fui abrir o form apartir do cliente outlook 2013 do Windows 8 aconteceu o seguinte problema:1. apareceu...
View ArticleConfigurações de seguranças necessárias do IE para rodar
Quando eu acesso o Dynamics aparece uma mensagem dizendo que minhas configurações de seguraça não são suficientes para acessar o Dynamics que eu preciso habilitar o uso de activeX eu fiz isso e não...
View ArticleSDK set date field to null
I have a plugin which should set the web_expireson(datetime field) to nothing when the web_neverexpires(boolean field) is selected. The below code is giving a "Attribute 'web_expireson' should of type...
View ArticleGmail Add-On for CRM 2011 in browser (not Outlook) ?
Is there any Gmail add-on for CRM 2011 Online that works right on the Web Browser - IE / Chrome / Firefox (not Outlook client) ?Thanks in advance,...
View Articletimeout workflow until field {termdate} in record = today
Version: CRM 2011 ru7I have a work flow that I need to run to change a status of a record once the term date entered in the record is reached. We often preterm records upon receipt of the term date...
View ArticleAdding Office 365 Subscription to existing Dynamics CRM Online Subscription
How can we integrate users currently using Dynamics CRM Online with new Office 365 accounts - given that they are already using an online ID and URL that looks identical to what they would use to...
View ArticleCRM Outlook Client and Office 2013
Does anyone know if the CRM Outlook Client that is available for download is compatible with Office 2013, 32 and 64 bit? Regards,Sean Burke
View ArticleLead Analysis Across Multiple Entities
Here is the scenario. We have multiple business units using CRM. ABC account called into Company X for Product X. A lead was generated (lead source recorded in the lead), and converted into an...
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