Forum Post: RE: Create a new status for custom entity
that is what is happening now, but, if the user doesn't want to Finish the project? he will no be able to change the status reason from active to inactive, and if he clicks on deactivate, he will...
View ArticleForum Post: RE: New Excel Extract formatting is behaving strangely
Flavia and others; We are also seeing this issue in our "non-update 1" CRM Online (version info today is (7.0.2.45) (DB 7.0.2.45). This is a real pain point for our users now. Because the Excel...
View ArticleForum Post: RE: Synchronisation of Accounts and Contacts does not work
I found the solution. The Problem is that MDM needed an Event in order to sync accounts and Events. Best, Jan
View ArticleForum Post: RE: dynamics CRM 2013 on-premise: somehow the schema of the base...
nope. we didn't rollup fields yet. Today is more interesting. Three tables showing were modified and all happened around 10:00 PM last night. Hum! on db_MSCRM database: "quoteproductperiodBase"...
View ArticleForum Post: Non-Custom Workflow error: An item with the same key has already...
We have 6 workflows all triggered off of the same field change on an entity. These workflow are simple and have an IF statement and then create a related record. Occasionally (1 out of 50 times or so)...
View ArticleForum Post: RE: Create a new status for custom entity
You could create a button labeled "Finish" that sets the status of the record, but it seems like such a waste of time for what you're getting out of it. You're saving, literally, one click.
View ArticleForum Post: RE: Issue Tracking Appointment created by other external contact
I am having the same issue. Is there a workaround for tracking an appointment where the organizer is external?
View ArticleForum Post: RE: Non-Custom Workflow error: An item with the same key has...
Hi Dan, I don't have much insight to the root cause of your issue, but I'm pretty sure that if you have several async workflows on an entity they run sequentially - they all get kicked off at the same...
View ArticleForum Post: RE: Create a new status for custom entity
I prefered to keep the "pop-up" asking if I want to deactivate or Finnish the Project. Lots of thanks for the help and patience. ^^
View ArticleForum Post: RE: Create a new status for custom entity
I'm happy to help, sorry we couldn't find something more like what you were looking for.
View ArticleForum Post: RE: Non-Custom Workflow error: An item with the same key has...
Thanks for the reply Aiden. I know I'll be able to avoid the issue by re-arranging the workflows. My questions is about how this error is even possible if they run sequentially and asynchronously. That...
View ArticleForum Post: Label Printing on Dymo Printer
Anyone have any suggestions for printing address labels from CRM? We use CRM 365 and can not seem to find any easy way to print an address label from a lead or contact record to a Dymo label printer....
View ArticleForum Post: RE: Social Pane Email Activities only show regarding emails
thecrmguy, do you know if the social pane history is supposed to show related email as well as regarding email? Thank you.
View ArticleForum Post: RE: Sending email from a generic email address that does not exist
Update on this. If you are using MS Exchange 365 and Dynamics 365, you can set up a shared mailbox (for any domain you have configured in 365) in exchange and allow it to be used in Dynamics to send...
View ArticleForum Post: First Steps
Hey! I work in IT. We want to work with dynamics 2015 as a IT Helpdesk. I have installed it. It was pretty straight forward. Once installed, i feel a little disoriented. Can you give me some advice for...
View ArticleForum Post: RE: Non-Custom Workflow error: An item with the same key has...
Hi Dan, Are you sure they run sequentially? It's possible, but this would be the first I'm hearing of it. Thanks, Aiden
View ArticleForum Post: RE: First Steps
Hi Mariano, I think the first steps would be getting familiar with how CRM works and what it's capable of out of box. There are a ton of great, free tutorials for CRM, this is a very good youtube...
View ArticleForum Post: RE: Non-Custom Workflow error: An item with the same key has...
Nope. Good point. I'm not sure they run sequentially. I guess it is hard for me to believe it could be possible for our little 50 person instance to have out-of-the-box workflows (like ours) that step...
View ArticleForum Post: RE: Non-Custom Workflow error: An item with the same key has...
Dan, I agree, you should be able to run a few workflows without issue. I tend to write plugins instead of workflows so I don't have as much experience running large numbers of workflows, but I would...
View ArticleForum Post: RE: Prevent User from using Cancel Order button
You can Create a JavaScript enable rule based on the user is member of team .... function isUserMemberOfTeam(teamid) { var requestResults = null; var serverUrl = Xrm.Page.context.getClientUrl(); var...
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