Forum Post: RE: when lead is qualified i need to update the description plugin
Hi, You need to create a plugin on create of contact/account/opportunity and set the target entity name field - you can see an example of this type of plugin - msdn.microsoft.com/.../gg594416.aspx Hope...
View ArticleForum Post: RE: Email template with fields from child entities
Hi Chapelain, i waited since 6 years to get such basic functionality from ms otb, but till now.. Never got this. I even found no 3rd party programming doing a similar thing. MS is to busy implementing...
View ArticleBlog Post: How to Set a Sequential Number on a Record by Date and Resetting...
Microsoft Dynamics CRM allows you to use sequential numbers for individual records. In today’s blog, we will show you the steps needed to set a sequential number on a record by date and resetting the...
View ArticleForum Post: How to format text fields as local file links in Dynamics CRM...
What I'm trying to do is create a hyperlink on an Opportunity form. AFAIK, there're two appropriate ways to format such data: 1. Using text type 2. Using URL type The problem is when you paste a link...
View ArticleForum Post: RE: Can't scrool picklist in BPF panel in opportunity entity
Tested - no changes, on other step the same problem I have only one idea. The type of this field Sub stage is status reason (if i translated correct) not like picklist in lead case for example
View ArticleForum Post: RE: How to format text fields as local file links in Dynamics CRM...
create a webresource that will take the value from the text field and display an html link to the local resource
View ArticleForum Post: RE: copy records through plugin
Hi Steve, You are right. I've used 'InitializeFromRequest' instead and was able to complete this. It's indeed a much cleaner way of doing like you said. Thank you so much. Merry Christmas. :):):)
View ArticleForum Post: RE: CRM Solution Manager
This is an old thread but I'd like to see if anyone has any feedback on this product. Thanks.
View ArticleForum Post: RE: How to format text fields as local file links in Dynamics CRM...
Guido, I've tried creating a web resource, and grabbed the link text from the source field, but failed to pass it to the target location. Any heads up on how to pass it?
View ArticleForum Post: RE: CRMSolutionManager - Has anyone currently used this tool?
ADX studios ALM toolkit is really worth a look too. Now that Microsoft has acquired them I'm not sure about licensing though. I hope this answers your question!
View ArticleForum Post: RE: Import fails on a missing view
Hi, This is most likely because you have added the Active Students view on the contact form but you are not importing the student entity in your solution. You will need to add the Student entity to...
View ArticleForum Post: RE: Import fails on a missing view
Hi Scott, Thank you for your quick reply. I have imported this solution into a previous version of crm (2015 online) and it worked. Unfortunately it was missing the Student entity so i recreated the...
View ArticleForum Post: RE: Import fails on a missing view
Hi, If you recreated the student entity it could be that the view now has a different id - I suggest that you remove the student sub grid from the contact entity and export again.
View ArticleForum Post: RE: Email template with fields from child entities
You should be able to modify https://crmcustomemails.codeplex.com/ to accomplish this. I don't think it has the capability to reference child entity attributes OOB, but it is a open source project and...
View ArticleForum Post: RE: CRMSolutionManager - Has anyone currently used this tool?
Good suggestion Scott. I believe that they made ALM Toolkit free for commercial and personal use about 3 weeks back.
View ArticleForum Post: CRM 2015 Publish product FAIL
Hi, The product entity we don't any customize. use OOB. Today, when create a new product and then I publish. I get the message here. Can anybody help me why ? Thanks, s:Client Parent property can only...
View ArticleForum Post: RE: CRM exams
I could agree with your comments but MS partner told us to take all six exams included Pre and Sales to place CRM license order. I already chatted with MS staff that they couldn't find specific code...
View ArticleForum Post: RE: How to Prepopulate the same entity?
Hi, Please try below blogs , i have tried and it works. thinkingincrm.blogspot.com/.../clone-record-via-javascript-crm-2011.html dipankarbhattacharya.com/.../cloning-a-record-in-dynamics-crm-2013 ....
View ArticleForum Post: CRM 2015 outlook Client giving authentication error
Hi, We have CRM 2015 that is hosted on premise in US. We have users across different country in different domain. Outlook client is working perfectly for US users in same domain but for users in other...
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