Forum Post: Workflow to when lead is converted to oppurtunity
how to write Workflow , when lead is converted to oppurtunity it should escatate to other people...hi guys could pls help me to solve out this task
View ArticleForum Post: CRM 4.0 login question
hello: I have created my users in AD, assigned them to the CRM instance(s) they belong to, now some interesting behavior: with a password expiration set in AD and a 14 day notification before it is set...
View ArticleForum Post: RE: Workflow to when lead is converted to oppurtunity
Hi Sandeep, You can write your workflow on leas status change and which status is qualified you can run your logic. Thanks
View ArticleForum Post: Filtered View
Hi Guys, In the filtered view its working only in the windows authentication. If tried sa authentication is not working. Please suggest anyone. Thanks & Regards, Kannan. S
View ArticleForum Post: RE: Populate 'Regarding' field on the task
You can add a hyperlink to the Case in the body of the Task. In the Form Assistant's Look For: fields, select Case as the entity and Record URL(Dynamic) as the field. You can also add the Case Number...
View ArticleForum Post: RE: Are there any Apps or tools that can be integrated with MSCRM
Hi Sharmila, I am from Dynamicsojbects.com - we provided quick books integration projects to customers, but not as add-on Please contact - sales@dynamicsobjects.com - we will get back to you to get...
View ArticleForum Post: RE: CRM 2013 SP1 UR3 KB3016464 issues.
Hi Alex, I got one more issue like need permission dbo permission on msdb database. Finally I got sysadmin role, and able to run execute successfully on both CRM server and SQL Reporting server. Thanks...
View ArticleForum Post: plugin for asssigning all the opportunities to the user manager
Hello Team, I am new to dynamics.I have a requirement where I have to write a plugin for Implementing the logic to assign all opportunities to USER MANAGER when the USER is being disabled in the CRM. I...
View ArticleComment on Add Custom View in Lookup and Disable all the other Views
Hi team, We have implemented same logic in ms crm 2015 it is working fine , But my clients wants same logic for Bpf look up fields also Will it possible to restrict system view and show only custom...
View ArticleForum Post: prevent the system views and show only custom view for BPF lookup...
Hi everyone, I had created custom view for lookup field in ms crm 2015. It is working fine. But the problem is the same logic not working for BPF lookup fields. User can able to switch to system view...
View ArticleForum Post: RE: prevent the system views and show only custom view for BPF...
Hi Pavan, have a look at this link maybe that will help http://inogic.com/blog/2014/07/how-to-apply-script-on-header-fields-and-bpf-fields/
View ArticleForum Post: RE: Moving product to a new List Price
Hi Serge, Products can be in one or more price lists. So for your PR_2016 price list you should be able to add the same products as in the PR_2015 price list. We have a bit of info on this in our...
View ArticleForum Post: RE: plugin for asssigning all the opportunities to the user manager
Hi James, This should work in a plug. However, the manual steps are really quick todo. Unless you have a high turn over in a big sales team, I don't see the ROI on such a plugin. As for example of...
View ArticleBlog Post: Top Reasons Why Your Company NEEDS Microsoft CRM
By now I'm sure you've heard all of the hype around the benefits of a CRM implementation within your business, but how can you really tell if CRM is something you should truly invest in? Microsoft...
View ArticleForum Post: is it possible to create a view with fields from an entity...
I have an entity-A with a lookup field to entity-B, and entity-B has a lookup field to entity-C. I want to create a view in entity-A, which contains fields from entity-C. Advanced Find only allows me...
View ArticleForum Post: Transunion Credit Service Integration
Hello CRM Experts! I'm working on a project and I'm wondering if anyone knows any information about Transunion Credit Service and integrating this with CRM. Any information or links would be helpful....
View ArticleForum Post: RE: prevent the system views and show only custom view for BPF...
Hi MMartyna, Thanks for your response. I set default view as custom view for BPF lookups.but enduser able to choose any one of system view and then select record which is not from my custom view.I what...
View ArticleForum Post: RE: is it possible to create a view with fields from an entity...
View does not allow getting fields from child entities, this seems possible only through custom development and joining these entities. Thanks
View ArticleForum Post: RE: Hi when ever i use Xrm.Page.ui.close().I'm getting Pop up...
Hi Akash, This is a browser behaviour but you can try below suggestions : answers.microsoft.com/.../50dae0f8-2e0a-4040-a67a-f48aa702c47f
View ArticleForum Post: RE: Moving product to a new List Price
Hi, Yes, as pricelistitem have 1 : N relationship which means a product can be related to multiple pricelistitems, so you can easily make a product part of another pricelist. Thanks
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