Forum Post: Reparent a Business unit - user roles.
Hey all, We are using CRM 2013 on site. I have been investigating the issue of reparenting a BU. When you reparent a BU - all users in this BU and below lose their roles. On a low level BU (with no...
View ArticleForum Post: Error: Unable to get property 'getValue' of undefined or null...
We currently use Dynamics Online version 2015 upgrade 1. We have an appointment form which works perfectly through the browser. We have recently been testing the App for phones (android) and App for...
View ArticleForum Post: RE: Add Contact details on Order: Email, Address etc.
You want to copy these values to Order or you just want to show these on order? if you want to copy, run a workflow and copy values from contact to order. If you want to just show those values on...
View ArticleForum Post: RE: Telephone integration
Hi Chris, Tenfold offers seamless integration for MS Dynamics to most phone systems available. With Tenfold you get features such as click to call, call pop up notification, advanced analytics and...
View ArticleForum Post: RE: Is it Possible to add "Print Quote for Customer" button in...
Hello Sameera; are you thinking like from the Customer Entity looking at a subgrid of Quotes?
View ArticleForum Post: RE: Microsoft dynamic CRM online Get marketing list name and its...
Hi Akram, In your code, assign the query attribute that you got to a variable (for instance "var query". This will put the query into that variable. Then use the query variable the same way you used...
View ArticleForum Post: RE: Problem with the filter option of...
Hi Andrii, Thanks for your reply. I've try that already, but the result is the same. Actually I cheated a bit on the Guid of my incident. At the begining, I get the incident Id with : var idForm =...
View ArticleForum Post: RE: Tool To Update Plugins in Bulk
I don't think this is possible with any tool. It's possible to use the CRM Solution Managet for Visual Studio to create multiple steps within an assembly in bulk. Maybe it could be helpful if you...
View ArticleForum Post: Dbug the Plugin Code through Plugin Registration Tool
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Could not...
View ArticleForum Post: RE: Is it Possible to add "Print Quote for Customer" button in...
Not really, Currently in OOB CRM, the button is visible only from withing the Quote form. I want to see it in the Quotes view .i.e while navigating to Sales > Quotes. select a record and click on...
View ArticleForum Post: RE: Landing page submission now causes pop up to new tab
Hi James, Yes, the error is the unfortunate result of trying to submit the same form twice which prevents registering the same submission twice. I understand this is not a good impression and I can say...
View ArticleForum Post: RE: Problem with the filter option of...
Then the only way to discover why you code doesn't work properly is to troubleshoot it using Developer Tools. I use Chrome.
View ArticleForum Post: RE: Is it Possible to add "Print Quote for Customer" button in...
Hello Sameera; Essentially from the Home page of quotes then. I don't have experience doing this specific example but I'd suggest that you look to build a new button on the home ribbon that does...
View ArticleBlog Post: Best Practices: Publisher Prefix
Hello everyone; I'm writing today about the publisher prefix and the profound impact it has all your customizations and environment. The publisher is linked to solutions; every solution must have a...
View ArticleForum Post: RE: Publish product catalog to WordPress or similar
Hi Rick, George's here, the face behind WordPress CRM plugin. Our plugin does address your needs and it's extremely simple to implement. 1. Download plugin from http://crmwordpressplugin.com 2....
View ArticleForum Post: RE: Voice of a Customer (Survey)
Hello Mithali, Sorry for my limited knowledge with MS CRM. I am bit confuse... my task is to create a survey which i created now i have to assign the task to one agent who is going to call all the...
View ArticleForum Post: Custom Button not working in CRM 2016
Hi All, Am facing an issue with custom button after migrating from CRM 2013 to CRM 2016. The issue is, 1. We have a Qualify system button on Lead, we have hidden this button in CRM 2013. 2. we created...
View ArticleForum Post: Report
Can we add button or how to show "Export" button in the opened report't command bar not depending from role ?
View ArticleForum Post: Triggering Plugin to send email in C#
Is this possible? I keep getting security credential issues. Like I'm not permitted to access the SMTP() class. I am using .NET services (.NET Mail) to send email but if it's easier to do it in CRM,...
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