Many to many Relationships
We have a number of many to many relationships in our CRM implementation. I have only recently been made aware of the fact that native many to many relationships out of the box are very...
View ArticleGetting the right most characters in a string using Java
I have a field in crm that is a pick list. The data in it looks like this:Air Fare - 64510-000-04Bus/Taxi Fare - 64520-000-04Entertainment - 64600-000-04OtherI want to take the 12 right most...
View ArticleImporting customization failed in crm 4
Hi everybody,I have custom audit and custom audit detail entity in CRM4. This application is running for 2 years and it is about 73 million records in teh audit entity.Due to the new requirement I...
View Articlemultiple entity report
Hello, I am trying to make a report in CRM but am having difficulties linking entities and getting the data grouped correctly. I need to create a report where all invoice products are pulled from CRM...
View ArticlePlugin on SavedQuery
HiI am trying to hide some views from Account grid using a plugin. For example, say account views containing keyword inactiveThe plugin operates on Retrievemultiple message with primary entity as...
View ArticleMany to many Relationships
We have a number of many to many relationships in our CRM implementation. I have only recently been made aware of the fact that native many to many relationships out of the box are very...
View ArticleHow to assign more privilege to logged while initializing the org - Service ?
Need to give more privilege to logged in user through initialing the service.
View ArticleDialog query prompt-and-response option set
Is it possible to display a pre-defined option set in a prompt-and-response? I don't mean one where you enter the possible values in the query itself. I want to use an Option Set defined in the...
View Article"Not in" view for 1:N relationships
Hi,Assume we have an entity A which has a 1:N relationship with entity B. I want to create a view, that shows only records of A which has no entity B. A good example is, I want to view Quotes without...
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CRM 2011: Customize Next record view
HyWhen I open the next Record view for example on the account:...always the first column of the view (from which the record was openend) is shown. Can I configure, which column appears in this...
View ArticleGuidance and Advice
I have been toying with a dev server and CRM2011 to investigate if CRM2011 would work internally with our business modal.On face value it will, however after reading different threads and articles, I...
View ArticleCRM 2011: Setting a default form for the user
Hi all,In order to allow users to switch between multiple forms, then the user security role must be attached to more than one form, but if we do this so how to set the default form to be displayed to...
View ArticleCampaign Activity Distribution slow
Hi All,In CRM 2011, I created a campaign, a marketing list with 3000 members and distributed a campaign activity with the channel set to "phone". The phone calls are getting created but I am getting 1...
View ArticleCRM 2011 Reports
I'm used to CRM 4.0 to Build custom reports using Report builder.I would like to continue using the same way in CRM 2011.I start my report by Running CRM wizard then I download the RDL file and start...
View Articlems crm 2011 - cloning of the entity form with sub records in the grid.
Hi All,I am having a scenario where I need to have clone of the present entity form. For the attributes I am getting the data in the cloned form.I used the following url:...
View ArticleCRM 2011: Dialogs: queries with variables in conditions
There is a problem with the instructions in the hands-on lab for DIALOGS. (version 1.0.0 last updated 1/8/2013)In exercise 2, when creating a query with variables in the conditions the instructions say...
View ArticleAccount form subgrid and related contact activity records
Hello all,I have been asked to show all related activities for an account (we usually create activities from contacts). I know that if I open an account I can do this by selecting Activities from the...
View ArticleCRM 2011 : Customer portal accelarator.
Hello friends,I am having requirement to set up a customer portal for dynamics CRM 2011 on premise, and adding a capability of adding quotes from it, it will include quote line items too.I am very new...
View ArticleJavaScript For Optionset Not Working In Outlook Client
Hi All,There are two Field(Optionsets). O1(First Optionset) has values o11(value-1), o22(value-2), o33(value-3). O2(Second Optionset) has values o21(value-1), o22(value-2), o23(value-3), o24(value-4)....
View ArticleEmail Router Error
We are suddenly experiencing emails that fail from workflow. Checked the user record and System Administrator is set to use Email Router outbound, email router test for System Administrator suceeds....
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