reports don't run on all records in current view
recently we upgraded to UR 13 and now we are experiencing an issue with our reports. I can run the reports for all records or for the selected records but I can't run the reports for all records on all...
View ArticleCreating workflows to delete duplicate leads
I would appreciate any assistance in doing the following:1. Creating a workflow to merge all duplicate leads, and deleting the non-master record.2. Creating a workflow to detect duplicates between lead...
View ArticlePlugins not firing on registered messages for QueueItem when set inactive by...
This is in a 2011 CRM Online instance.We currently have post-operation plugins registered on the QueueItem Entity for the Update, SetState, and SetStateDynamicEntity messages. When the related Entity's...
View ArticleService Case Management in CRM
We are looking at a few products or creating our own. Our most important issue is case management and case tracking. We want our customer(s) to be able to log tickets/service issues, add attachments,...
View Articleplugin dependency question?
Hello - I've registered a plugin assembly through the Plugin Registration tool. My plugin project has a reference to an entities project I created in the same solution with CrmSvcUtil.exe.The solution...
View ArticleCode compatibility
HiI have created some javascript webresources in crm 2011.Iam using IE8. but when i update my browser to IE9, My code is not working. most of the functions are developed with HTML pages.How can i...
View ArticleAd-hoc reporting using SSRS on Azure for CRM Online
Is it possible to provide ad-hoc reporting using Reporting Services (Report Builder) on SQL Azure for CRM Online. As CRM Online only exposes fetchXML as data source for SSRS, is it possible to build a...
View ArticleAdd field of Annotation (Note) type to custom entity
When I was creating my custom entity I checked checkbox "Note (includes attachments)" and everything is OK. But I would like two more fields of the same type and just with another names on my form of...
View ArticleClik here to view.
Enable/disable filter button for custom entity records view
How can use "Enable/disable filters" button for views of my custom entity records? See attached screenshot.
View ArticleCannot Save Account in CRM 2011 using Firefox
Hi, I am running an organizationally hosted instance of Dynamics 2011. I find that in Firefox 22.0 it does not allow me to save an account (old or new). The only message I receive in the...
View Articlehow to handle incoming emails (default status of completed)?
Hello - I'm working on a CRM system where an incoming email from a new address auto-creates a new case. Followup emails from the same email address are associated with the original case that was...
View Articleproper way to send email from plugin?
Hello - Is this the proper way to send an email from a plugin?:var message = "test"; var emailId = service.Create(new Email { To = new List<ActivityParty> { new ActivityParty { PartyId = new...
View ArticleAppointment date time is not pointing to the Scheduled time when tried to...
If the user tries to update the Start and End date on the Appointment Entity to an hour delay then the date time fields is pointing to 00.00 instead of the time the appointment is scheduled.In CRM 4.0,...
View ArticleMicrosoft support?
Is there a place I can get some support other than forums from Microsoft? Like a phone number, or e-mail?
View ArticleMarketing List Members - add columns?
I am trying to figure out how to add columns such as job title and addresses to the "marketing list" page and/or excel spreadsheet ... we are trying to go through our initial list of 1300 folks to...
View ArticleCRM 2011onpremise and Office 365 Integration
Hello, Is CRM 2011 onpremise and Office 365 SharePoint 2013 online document integration supported ?
View ArticleStart dialog from javascript when new entity is creating and pass data to the...
I have a dialog process. As I know I can start dialog only when one of record selected. Besides I try to run dialog from javascript and if I open one of record it works fine. here is my javascript code...
View ArticleAppointment "Types" in CRM
Hello CRM experts,I need to set up different "Appointment Types" in Dynamics CRM 2011, that reflect if a sales rep is doing a product demo, and if a presales resource was included in the meeting or...
View Articletrick for pushing emails through faster?
Hello - Is there a trick for pushing emails through faster, from the email router into the plugin email create event?For example, as a test I send an email to the email address that is associated with...
View ArticleProducts - Quantity on Hand
I have created a workflow to add or subtract product from the Quantity on Hand field in the products form based on products ordered or returned from the orders entity. Is there a way to get the...
View Article
