Permission issue in crm onpremise 2011
Hello Everyone !!I am running configuration page of my solution. Principal user (Id=ac709013-3dc4-e211-b688-00155d7dec09, type=8) is missing prvmyentitiy name privilege...
View ArticleIs there a quick way to add multiple fields to an entity
I have a custom entity that records among other things the state of the entity throughout the week in half hour intervals. Now I could start manually adding these fields but I will have 336 near...
View ArticleMultiple Lines of Text Vs Single Line of Text as Text Area
Hello,I have what I think to be an existential question about Dynamics CRM.When creating custom fields, I haven't noticed any practical differences between a Multiple Line of Text field and a Single...
View ArticleNeed CRM Form Column Label Solution
I need to add a number of Column labels on my CRM form. We are currently using dummy DB fields for this purpose, but thought there has got to be a better way. I found this...
View ArticleCRM 4: Format integer with leading zeros and no comma
Does anyone know how to format an integer field on a form so you see (for example) 00031114 instead of 31,114?
View ArticleExecuting plugin on Case Entity though not registered in Child Pipeline
Hi All, I created a CRM 4.0 plugin on Case Entity. Event: Pre-Event Stage,Parent Pipeline, Message: Create, Synchronous. Plugin is working fine as expected. When I am creating a case from contact also...
View ArticleAuto Fill Follow Up Time from Date of creation and priority time
i am trying to auto fill the follow up time from the date of creation and the priority of the case, for example a call is logged at 13:00 and has a 4 hour priority i want the follow up time to be auto...
View ArticleSet case origin when you convert email
Hi,I'm trying to fill the case origin field (caseorigincode) on the Case form when the case is created by clicking the "convert to case" button on an email. Can the email Id be found somewhere using a...
View ArticleCan I add HTML to a CRM form
Is there a recommended way to add large chunks of HTML to a CRM form?I have several instances where I want custom controls on a form and I want them to interact with the CRM data on a form. So a...
View ArticleGet form id of print preview form of any entity using javascript CRM 2011
I have one ribbon button.On click of that ribbon button I want to open form of some related entity in print preview mode.If we examine the url of a form in print preview there is a parameter known as...
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How to access discovery.svc service, if it needs authorisation (MS Forefront)?
I have an URL like https://crm.xxxx.com/XRMServices/2011/Discovery.svc and I want to discover an organisation with my client. But if I open this URL in a browser window, I will get an authorisation...
View ArticleCRM Online / Office 365 / ADFS - obtaining ogranization service without...
Hi,I'm developing a custom solution for a CRM 2011 environment being part of Office 365. ADFS is set up and when accessing the system through the web (https://orgname.crm4.dynamics.com) it is only...
View ArticleFiltered lookup
I have a requirement where a lookup field needs to be filtered based on a certain criteria of a contact record. I implemented this by replacing the query and layout of the lookup control in Javascript...
View ArticleDiscount Specific Product List Items
Good Morning, Wondering if anyone has some experience in this.We're trying to add Professional Services and Licenses to quoting tools.I've got 2 issues I can't resolve.1. When I create a quote with...
View ArticleCRM Job title segment
I'm trying to build this CRM system and want to include preloaded job title segment like Executive role, Leadership role,Individual contributor, etc. To make things complicated, the job titles can be...
View ArticleFetching of Info
We are in the middle of the process of customization and integrating our old system to Dynamics CRM 2011. We are having problems with customization of fields that can fetch the value of a different...
View ArticleAuto number
Do you have a solution for creating an auto number on a custom made entity?Please help.Thanks
View ArticleDynamics CRM 2011 Online - How to profile a custom workflow
Hi,I have a custom workflow that I would like to profile. I have started the plugin registration tool, profiled the workflow, and ran the workflow. I expected a popup window like you get when you...
View ArticleRollup 13: Received email cant save regarding field.
Previous to Rollup 13 being applied to our on premise crm 2011 instance. You were able to set and save the regarding field on a received email.With rollup 13 you can set the regarding field but the...
View ArticleRetrieve All Lookup of Account Fields in CRM 2011
Hi,Is there any way to rertrieve all lookup of account fields ?and name of the entity where the lookup of account exist.Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your...
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