importing an option value through a dtsx
I have a dts which fires every time a record is added to a legacy SQL system. I am trying to import the data to crm through a dtsx, but have come a cropper.one of the values im trying to import is a...
View Articlerefresh related subgrid with javascript
Hello,we need to refresh related subgrids (e.g. quotes of an account) programmatically after changing the grid filter.I can set a new value to the 'Filter on:' combobox programmatically, but I'am not...
View ArticleWorkflow Timeout Error: "An item with the same key has already been added"
I have a workflow. It fires on create or as a child, and waits 30 days until the Expiration Date on a custom entity called Contact Subscription. At the 30 day mark, a Task is created for the Accounting...
View ArticleCRM 2011 - hide All Queues
How does the "All Queue Items" and "All Queues" option work in the My Workplace > Queues? I want to hide the "All Queues" filter option. This "All Queues" filter option is NOT the same "All...
View ArticleAggregate and advanced queries for a CRM custom view
I have the following 3 questions:Is it possible to create a view in CRM 2011 that has GROUP BY and HAVING COUNT(*)=X logic, as we can do in SQL? if so, how do I do this?When adding columns from other...
View ArticleHow to mass update records in MS Dynamics CRM 4.0
Hi AllI need to do the following:-Make some fields mandatroy for any entity.Need to know the main tables which stores information related to these entities and fire updates directly to change the data,...
View ArticleWorkflow not starting / creating system job
We are running CRM 2011 On Premise and our manual workflows have stopped working and aren't creating system jobs (ie there's no new jobs under workflow in related processes on the entity record). I...
View ArticleCRM form title change
Hi,i need to change the form title which the crm system will auto generate and save it permanentlywith one of the fields value (ur-13) i used these script but not working...
View ArticleCRM 2011: Send Direct Email not working for multiple records?
CRM 2011 UR 13 installedI build a custom view of contact records, Select ONE of the records, click the button to 'Send Direct Email'. Select the email template, use the 'Selected Records on Current...
View ArticleUsing code, how to sync data from CRM online 2011 to sharepoint online 2011...
I am trying for a proof-of-concept on this one. I have a sample crm-online plugin and I would like to know if through the code I can open my sharepoint online site and thereby get access to the...
View ArticleHow to retrieve multiple entities linked to an account using FetchXML
I am trying to retrieve columns from two different entities that are related to the account, one being a custom entity, using FetchXML. I have read multiple posts and I think I have the syntax correct,...
View Articlesigning SOAP message request via ADFS
We are working on an implementation of a Microsoft crm 2011 SOAP connector written in objective-c (without visual studio's libraries). We are already able to contact the adfs server and obtain two...
View ArticleCRM 4 : Customizing Default View
We are customizing the CRM 4 installation in a client.I've just created a new entity and attributes and want to add the new attributes to the "default public view".I click "Add columns" and in the new...
View ArticleQuote Header
Hi! Is it possible to customize the Quote Report template? Example is to put our Company logo.Thanks in advance!
View ArticleHow to delete particular connection
Hi All,Can anyone suggest me how to delete particular connection.Ravideep Bansal
View ArticleXrmsvctoolkit and setting a lookup field
I'm creating a record (Contact), using the XRMSVCTOOLKIT, but how do you set a Lookup field?
View ArticleBug: CRM 2011 Metadata is missing required privileges for RelationshipRoleMap
Goal: Read the metadata without experiencing errors due to hidden missing privileges.Expected Results: The Privilege metadata for the 'RelationshipRoleMap' table should list the required privileges,...
View ArticleCRM 2011 SQLSERVERAGENT service is not running (during installation)
So I have an External SQL 2008 SP2 64 bit server we're going to use for our new CRm11 deployment.The server I'm deploying CRM on is a brand new Dell R610 running server 2008 Enterprise 64 bit.I'm...
View ArticleAssociation of Case to parent account
Came across an situation I did not expect today and I wanted to verify that this is expected behavior. We have a case that is associated to a customer via a field on the case form. This case is also...
View ArticleHow to generate Signature and digest value in On-premise CRM ADFS Soap...
Hi,Can any one please help me on CRM On-Premise ADFS for generating Signature and digest value in CRM Soap Packet for Non .NET Clients, as i' struggling from 1 month to get rid of this.For Refere:...
View Article