Sum values from Subgrid with if statement
Hello, I'm having some difficult getting this code to execute properly. I am trying to total the Quantity field from the subgrid based on the product type. So when a sales rep is entering in...
View ArticleJavascript or? to check entity for existing record
Can anyone provide direction on how to accomplish this in MS CRM 2011.I would like to enter a value into a text field (ServiceArea) on the Contact Entity. If that value exists as a record in another...
View ArticleFetch XML query with older than 15 days / 2 weeks
Hi,We are trying to find a way to create a custom view showing all records that have not been modified within the 2 last weeks = which could be modified on - greater than 2 weeks.But in Fetch...
View ArticleCRM 4.0 On Create Plugin for Contact firing again after Duplicate Detection...
We have a plugin which fires on the creation of a Contact and assigns a reference no. to the Contact. The plugin has worked fine for years but now it has started firing again after 'OK' is clicked in...
View ArticleForm Customization issue
Form has multiple Tabs and one of the Tab has large number of fields, sections etc and I am not able to see all the fields or sections while creating the form. The fields are getting below/under the...
View ArticleSimple jscript code not firing correctly
Maybe I have been staring at this too long, but this is a simple if, else if statement. Change the value of field 1, and auto-set fields 2 and 3. When changing field 1, no matter what value I select,...
View ArticleMS CRM 2011 - Inheriting appointments regarding field from custom entity
I want to add appointments for custom entity via subgrid. When I add the appointment, the appointment's regarding field won't be inherited. With many custom entity records, it would be nice if we can...
View ArticleMS CRM 2011 ONLINE - Same contact for multiple accounts
Any suggestions how to implement one contact to multiple accounts?Maybe just a new N:N relation between the contacts and the accounts? Of course with that we might lose some functionality but is there...
View Articletalking to CRM from a Windows Service turns out to be problematic...
Hello,We have a Windows client application, starting an instance if a class, called "CommunicationHost", that is implemented in a windows library (dll file), and responsible for communicatng with Ms...
View ArticleCreating the Appropriate Relationships between Custom Entity and Leads Entity
Good morning,I am very new to Dynamics and am still learning how it all works. Currently I am working on customizing the CRM to fit our company processes and need help with a new custom entity.Our...
View Articlefire a plugin when adding a member in the static marketing list
Dear all;i want to update a particular field on the contact form when the contact is added on the static marketing list in mscrm 2011 i want to write a plugin for it can i write a plugin on adding a...
View ArticleCRM 2011 - IE 10 - Dialog loses focus after Save event
I have it set up so that after saving a form, a dialog is launched which opens for the user. However, although the dialog launches, the CRM form is completing its save and the dialog ends up behind...
View ArticleRemote debug with CRM 4 + Visual Studio 2012
I'm trying to debug a workflow (CRM 4) with remote debugger on server and visual studio 2012 on client. The problem is that i cant see the values of the variables. if i try debug using VS 2010 i dont...
View ArticleProblem in Contact Entity.
Hi, I want to update one field "description" contact entity. I am using this code but getting error Entity contact = new Entity("contact"); contact["description"] = "Test11";...
View ArticleCRM 2011 - Query Number Cases Associated with the Customer (Contact record)...
Hi,In the Case entity there is a Customer field that I can associate with an Account or a Contact. Currently in my application this will always be a contact, and I would like to find a way to do a...
View ArticleEstablishing a CRM connection per HTTP request
I am building a .NET based REST service which intended to be used by a bunch of enterprise applications for interacting with an on premise MS CRM instance . The service uses the ServerConnection class...
View ArticleMS CRM 2011 ONLINE - Postpone workflow until midnight
How can I postpone a workflow until for example midnigh or some other pre-defined time?I need the workflow which will close all open orders on midnight. The workflow is triggered on create.
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How to call a plugin in Custom Button Under Add Existing C#
Hi , I need to call a plugin in custom button in add existing of contact Entity . I need to select contact record once i click send email (custom button) my custom plugin has to trigger . .? ? ? ? *...
View ArticleDo "OnCreate Workflows" run when records are added through the Dynamics...
Hi everyone!I am curious to know whether my "oncreate" processes will run when adding records into CRM 2011 on-premise using the Dynamics Connector, or do they only run when records are added in manually?
View ArticleForwarding mail correspondance to CRM
Hi, I have the following situation: when I forward a mail correspondence from Outlook to an address of a CRM queue, I am asked if I want to download external content or not. The problem is that if a...
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