Forum Post: RE: Tasks and Outlook
Ok, so i need to have only server side synchronization OR CRM for Outlook application. What if i cant have server side synchronization? Can i still sync task only with CRM for Outlook application and...
View ArticleForum Post: RE: Disable audit for specific user
Ok, thanks. Do you know approximately how much data is generated for audit if i only want to see how often users log in system, on any of the entities auditing is not turned on.
View ArticleForum Post: Action invocation request in batch WebAPI
Does any one know how to call action in odata batch request.
View ArticleForum Post: RE: Disable audit for specific user
Signing in to CRM is not audited so that has no impact. You can turn on auditing for the system and not for any entities and this will audit things like security, auditing and schema changes, which...
View ArticleForum Post: RE: Why I cannot get the GUID for SALESORDERDETAIL?
[quote user="Nuno Almeida"] Hi, The condition of your query is wrong: qrySOD.Criteria.AddCondition("productid", ConditionOperator.Equal, ProductName); productid is not string type, so yout ProductName...
View ArticleForum Post: RE: Why I cannot get the GUID for SALESORDERDETAIL?
your condition has to be qrySOD.Criteria.AddCondition("productid", ConditionOperator.Equal, Guid.Parse("xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxxx")); where the xxxx..... is the Guid of the product record...
View ArticleForum Post: RE: CRM BI SSRS Report - Multi Bar Chart - Nested Inner Joins
You might be better off to pre-calculate this using Goals (use open-ended dates and do the date filtering in the goal rollups). Failing that, you could probably do this with two link-entity clauses...
View ArticleForum Post: RE: Why I cannot get the GUID for SALESORDERDETAIL?
I understand that part, I just don't know how to extract the GUID id based on the productid. Here's my updated code. var ProductName="Nike Shoes"; QueryExpression qrySOD = new QueryExpression("sal...
View ArticleForum Post: RE: How to run a report for all contacts I own
You can't do that in the UI, to get results from two entities in one query / search / report. You would need to query both entities separately. Easy to show two views on a dashboard side by side. As a...
View ArticleForum Post: CRM Online Entity Primary Field Name
I am looking to assign an auto-number to the Entity Primary Field name so that it can act as a unique ID / system ID for the records in that entity. However the only option I see in the dropdown is...
View ArticleForum Post: RE: Why I cannot get the GUID for SALESORDERDETAIL?
I just tried this and got a different error. Can someone please help me with this? The red is where the error is occurring and the blue text is new code. The salesorderdetailid value is...
View ArticleForum Post: RE: CRM Online Entity Primary Field Name
Primary field type for any entity is single line text and it can't be changed. But this will not stop you from assigning auto number to this field.You can use this field as unique identifier by...
View ArticleForum Post: CRM 4 Upgrade to CRM 2015 - Guidance required
We have a customer who runs a CRM 4 deployment with Custom Entities , Scripts (Javascripts to enhance some functionality) and also Custom Reports in addition to the regular Out of the Box CRM features....
View ArticleForum Post: RE: CRM 4 Upgrade to CRM 2015 - Guidance required
it will migrate all customizations however you may have to rewrite all the scripts that are written in crm 4.0 to 2011. As object model of the javascript changed from 2011 most of the scripts written...
View ArticleForum Post: RE: Get all the plugins that were triggered
you can easily find all the plugins registered on the entity by opening the default solution and checking under SDK process messages .SDK process message grid will show all the plugin registered with...
View ArticleForum Post: RE: What is the best way to assign leads using round robin method...
check below post that explaings how to implement round robin assignment.Post explaings how to assign case to different team but you can apply same logic for your lead assignment....
View ArticleForum Post: RE: download all email attachments with single click using custom...
you can use fatchxml to download all attachments using pagingcookie option something like below should work int page = 1; EntityCollection entityList = new EntityCollection(); do { entityList =...
View ArticleForum Post: RE: Move Dynamics CRM Online instance to another tenant
Thanks, Morne. Do you know who/how you contacted in billing and for the Azure Exchange team?
View ArticleForum Post: All business rules not firing if Quick Create used
I have an entity where Quick Create is enabled and it has the following Business Rules: 1. Business Rule: Calculate Gross Fees If Units contains data And Unit Cost contains data Set Gross Fees to Units...
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