Forum Post: RE: Service Activities or Appointments?
In addition ... number 5 under Service Activities ... that entity is flagged as an Activity so why doesn't it show up under the Activities section where Appointment is found?
View ArticleForum Post: RE: Unified Service Desk - CreateEntity Dates
I have continued to try to resolve this but still not having any luck. In the debug output I can see this error "Incorrect attribute value type System.String". But everything I have tried gives the...
View ArticleForum Post: RE: Service Activities or Appointments?
On appointments, I guess if someone might have already configured some kind of sync on the mailboxes if your appointments are already hitting outlook. Within Outlook, if you install the outlook CRM...
View ArticleForum Post: RE: Workflow to assign case to value of User or Team on related...
You can not define a polymorphic relationship in CRM. The only ones available like the ones on case, opportunity are system relationships you have no control over. Meaning you can not have a custom...
View ArticleForum Post: RE: crm plugin get CreatedOn and update field
Hi, Do you want to set current date to some field ??
View ArticleForum Post: Upgrade - Microsoft Dynamics CRM 2010 to 2013
Hi Guys, Need your help and suggestion. We have been using on premise Microsoft Dynamics CRM 2010. We want to upgrade it to Dynamics CRM 2013. Can you please suggest the easiest, reliable way to do so...
View ArticleForum Post: RE: Assign multiple contacts and accounts to an opportunity
Hi Renaud, I am a little concerned with how you are trying to leverage Opportunity because it is very different then the out-of-the-box functionality as an opportunity is really "owned" as a child of...
View ArticleForum Post: How to create a recurring goal in CRM Online ?
Hi, I'm trying to create a weekly goal of 50 phone calls per week for my CRM users, but I can't find how to set my goal as recurring. Would appreciate any help. Thanks
View ArticleForum Post: RE: crm plugin get CreatedOn and update field
yes, I want to set current date minus myEntity.CreatedOn.value.Date. thanks!
View ArticleForum Post: RE: Upgrade - Microsoft Dynamics CRM 2010 to 2013
Hi Anuj, I assume you mean Dynamics CRM 2011? I responded to this on another case, see related here... I think this will answer your question. community.dynamics.com/.../179088 Hopefully this helps, if...
View ArticleForum Post: RE: Unknown error occurred while synchronizing data to Outlook
Hi SB User, I do not see the error message you mention... There are a couple of things here that I need to understand about your setup. 1. Are you setup with Server Side Synchronization (something like...
View ArticleForum Post: RE: How to create a recurring goal in CRM Online ?
Hi SB User, You would need to define custom goal periods and do this manually by setting up a goal for each week of the year. My suggestion is to utilize quarterly goals instead and when you look at...
View ArticleForum Post: RE: How to create a recurring goal in CRM Online ?
Thanks a lot for your suggestion, Drew. However, the requirement is to have it weekly and i'm unable to change that. I resolved to using recursive workflows, to create a Goal each week. It doesn't...
View ArticleForum Post: RE: SQL-timout - Service interruption EMEA - region
Yeah same issue here (UK based). Slow all Friday and then SQL Timeouts most of Friday night. Support ticket raised but no response yet. I saw that a Global Incident was raised on Friday night but it's...
View ArticleForum Post: RE: If/Else not working as expected when using if variable ==...
Hi Jim, You have a space in between "is mailed" instead of "ismailed" in your alert. I think this is why it is evaluating to false in the alert. Thanks,
View ArticleForum Post: RE: If/Else not working as expected when using if variable ==...
Is a "Two Option Set" not boolean? Everything I am finding on it indicates that type of field is boolean.
View ArticleForum Post: RE: If/Else not working as expected when using if variable ==...
That was something "auto correct" did when I pasted it in on this web page. There is no space in the actual code.
View ArticleForum Post: RE: If/Else not working as expected when using if variable ==...
Ok.. I cleared my browser's cache multiple times and rebooted, and when everything came back up the behavior worked as expected. Very odd, never did that for any other functions but that appears to...
View ArticleForum Post: RE: If/Else not working as expected when using if variable ==...
I've found that I need to wrap my fields in single quotes so you might want to try changing it to: var ismailed = Xrm.Page.getAttribute('new_mailed').getValue(); Hopefully that helps
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