Forum Post: RE: workflow:
Although you have not provided much details on which entity you want to do that, but you can design workflow where you can configure it to trigger when status changed and for the status validation you...
View ArticleForum Post: RE: New Team (like Sales Team) In Sales Process
Hi, This is a sub grid, you can modify opportunity entity and can add more sub grid and set it's data source similar to this. Got to Opportunity form editor->Insert tab->Sub grids and set...
View ArticleForum Post: RE: Calculate Age in CRM
I happened to need exactly this functionality in a form I am developing this morning! The code below is a straight cut and paste from my solution. Which I am confident is working. If you are still...
View ArticleForum Post: RE: Unsubscribe Page - Branding
Yes. This ist possible. This is how we designed our forms... Best Folke
View ArticleForum Post: Opportunity Product - impossible to import; invisible lookup...
Hi. I am having troubles importing Opportunities Products due to the following facts: The Opportunity (opportunityid) field is set to System Required and it should be the field that indicates the...
View ArticleForum Post: RE: Get data using sql statement
Hello Labalumit, Using SQL statement is not supported by Microsoft , you have several alternatives like : FetchXML LINQ QueryExpression However, if you really need to do it with SQL statements even if...
View ArticleForum Post: RE: Get data using sql statement
The reason why you can not use SQL statements directly in CRM online is because, you don't have access to the database directly, if its on-premise then you have access to sql database and can use sql...
View ArticleForum Post: RE: Xrm.Page.data is undefined - can't access any form data from...
Hi Try this.. Xrm.Page.getAttribute("fieldname").setRequiredLevel("required");
View ArticleForum Post: Workflow : auto assign a contact to the lead
Hi, I created a new entity : "Lead". Each time a new form is completed on my website, a new lead is automatically created. I collect in this form the last name, first name and email adresse of the...
View ArticleForum Post: RE: Mscrm is undefined script error in Outlook
The problem is intermittent and only happens when you access the form from Outlook. Microsoft support suspects it's something in the RibbonWorkbench customizations we're using. I'll remove everything...
View ArticleForum Post: Read annotation attachment from plugin without saving.
Hi All, I writed plugin to get uploaded excel attachment to Annotation record. In plugin I am saving excel attahcment files "c:/temp" folder so i can successfully read excel files. Here is code:...
View ArticleForum Post: RE: Simple workflow - third level condition
First Field: Second Field: Hope this help!
View ArticleForum Post: RE: Unified Service Desk - CreateEntity Dates
Hi Neil new_starttime=DateTime([[$Session.StartTime]g]), should do the trick for you.. Let me know if that didn't work.. Happy coding !! Srikanth
View ArticleForum Post: Quick Find Closed Opportunities
Hi, I would like to create a new View to Quick Find Closed Opportunities. By default the CRM only searches for Open Opportunities (Quick Find Open Opportunities). Can I create a Quick Find View for...
View ArticleForum Post: CRM user is unable to set regarding in outlook for an incoming...
Hi, One of our CRM user is unable to set regarding in outlook for an incoming email which has an attachment(pptx). CRM is Online 2015 update. Outlook & Outlook client are 2013 version. Set...
View ArticleForum Post: RE: Unable to open or manage quote!!
I made any others check this morning and the problem exist only for Explorer browser. If I use Chrome is all ok!
View ArticleForum Post: RE: Read annotation attachment from plugin without saving.
if you see your first piece of code you will see that you are using Convert.FromBase64String in order to get the array of byte. you need to do the same on the second piece of code and write that array...
View ArticleForum Post: RE: Cname e-mail links
Steven, Thank you for the reply and awnser. We will contact support when we have a definite environment. Could you send me the code in the meantime? But isn't it as easy as just set the redirect and...
View ArticleForum Post: RE: Get data using sql statement
Hii. thanks for your example code. now i start to understand how to get data from crm entity. Regars
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