How can I force CRM to open the default form?
Hello,I would like to have CRM open up a default form every time a user opens up a contact.Situation:My CRM contains two primary Security Roles: (Support and HR). Each role can access two forms on the...
View ArticleAuto-populate field JavaScript Basics Question
Hello CRM community,I am pretty new to writing JavaScript and extending CRM. I was self learning pretty well just from other posts and the SDK but am now trying to write a piece of code to...
View ArticleMSCRM 2011 : Picklist numerical values
Hi,I had a requirement like I need to save the numerical value of a picklist value in the database.Please let me know how will I proceed this requirement.Ex: Picklist 1 :Vlaues : 1,2,3,4 I need to save...
View ArticleCRM 2011 - Storing OrganizationServiceProxy in ASP.NET Session variable?
Hi,Are there any issues with storing the OrganizationServiceProxy in a user's ASP.NET session context variable? ThanksAndy
View ArticleSave-Buttons broken after filling LookupS through JScript
I am currently developing a solution which contains a set of 5 custom-entities. A Lookup-Field for each of those Entities has been added to the default Contact-Form.Within the OnChange-Event of the...
View ArticleDeveloper Toolkit can not connect using the new user@org.onmicrosoft.com...
Developer Toolkit from SDK Version 5.0.10 will not connect with the new CRM's Office 365 user@org.onmicrosoft.com user credentials. It always reports "Authentaction Fails" even though I'm using the...
View ArticleHow to modify the filter criteria on a view of activity entity in CRM...
I want to modify the view of 'Activity' entity, opened the view and try searching for edit filter criteria option and it's not available on view form. Is there any way to modify the view of an...
View ArticleHow can I add a time period to a date field that will trigger a workflow
I'm trying to use a date field in the user table called "Hire Date" and create a workflow that looks at that date and sends an email to HR every 6 months reminding them they need to review this person....
View Articledynamics crm 2011: change look of form and/or record in a view based on a value
I would like to change the look of a form as well as a record in list view based on a simple value.For example, for all records that have an email address:1) make the form yellow 2) make the record in...
View ArticleCRM 2011: Unit Groups > Base Unit & Additional Units
Hello community, I have a questions regarding “Unit Groups”:When I create a new unit-group (e.g.: 1-level support) I have to define the “Primary Unit” (e.g.: 15 Min.). Then I could define further...
View Articledynamics-crm-2011-custom-entity-fields-that-calculate-something
I need certain custom entity fields to calculate and display values based on operations on the data in the system.For example an a booking system implementation with contacts and custom entity:...
View ArticleHow to update a lookup value in CRM 2011 entity from results from a SQL...
I have a custom workflow where I get two values from a stored proc and then the returned results are inserted or update a field on the entiy which the field is a lookup. Please help!newjeep
View ArticleCRM 2011 - Change Date field label position
Hello,For a date field control, the label is at the top of the control. I want to change the position of the label to the left of the control like a text box control. I tried to use the defualt form...
View ArticleView causing SQL errors
Hi,I have a view on a custom entity that whenever anyone tries to select it CRM throws a SQL error. I can't download a log file, as the button is greyed out, so i can't see any specific error message...
View ArticleCRM 2011: Problem with a plugin that wont get triggered
HiIm building an XRM for a customer which requries a lot of plugins. ex. I have a plugin which duplicate a record and all the other records below it, up to 4 level down. At the last level, when this...
View ArticleHow to create a report or view that will show two different service activities
I need a report or view that will show, for every account that has had install (service activity), has that account also had training (also a service activity). Is there a way to do this out of the...
View ArticleForm Selector on Bulk Edit
For bulk edit, I want the user to be redirected to a different form other than the one pulled from UserEntityUISettings. I am usingXrm.Page.ui.formSelector.items.get(itemId).navigate();However items...
View ArticleGet Text Value of Lookup in SSRS - Instead of GUID
In SSRS, how can you force a filtered lookup to display the text value instead of the guid?
View ArticleUser log summary in CRM 4.0 for external application
Hi, Can we extract user log summary for accessing external application in CRM 4.0 which is embedded in ISV folder. We have found a blog to extract user log summary - login and log out information...
View Articlehow to get the Server URL without manually typing it in a javascript
hiI hv a problem that each time i hv to upload a crm solution on a clients server i hv to manually change to server url in my script so is there a javascript i cn use to automatically get the server...
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