How to Set Primary field in entity
Hi ,I have created an entity and i want to make sure combination of 3 fields dows not repeats.EG: USername , Phnum and ProjectNameBut how can i enforce this settings other than writing scripts.Thanks
View ArticleCRM 2011-Override Ribbon
Hi,I have to do some form validation on Click of "Mark As Complete" button on activity. If everything loooks fine then only Mark as Complete functionality should work else it should throw alert...
View ArticleHow to detect duplicates for Account Name(Client Name) while converting a...
I want to detech duplicates while converting a LEAD to an ACCOUNT.i.e "ACCOUNT NAME is already present in ACCOUNT". How to achieve this ? Is there any Javascript available?If this post answers your...
View ArticleAuto populate the values in dynamics crm 2011
We are using Dynamics CRM 2011. We have created custom fields in Accounts and Opportunity forms. Already we have entered values in accounts form and the requirement is to auto populate the respective...
View ArticleViews in lookup is changing automatically to default view
Hi, We are facing an issue in lookup views, when we click on lookup and select any views, it is defaulting to default view. This issue is happening only in production and not in UAT and SIT server....
View ArticleHandling Multiple Users saving record at smae Time - Handling Unique Keys
Hi all,I have a situation.I have a property Master entity.i have to assign a property to a User.Eg: User Name : ROBINProperty Name :VGN D BlockWhen user tryto save the record am enforcing to check...
View ArticleStopping a contract line being mandatory
Is it possible to stop a contract line being mandatory?When a case is created there are two fields attached to that case; contract and contract line. Contract is mandatory but contract line is not...
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Adding description to CRM custom modules in ms crm 2011
Hi all,Is it possible to add description below the custom module added to CRM. That is similar to what we can see in Sales,Marketing and Services etc.Krishn Prasad Shetty
View ArticleJavascript SDK.JQuery.retrieveMultipleRecords issue with boolean
HiI have an issue with retrieving the correct boolean value from the Javascript SDK.JQuery.retrieveMultipleRecords method. In the SuccessCallback part of the method I want to check if the value is...
View Articlephonecalls are regarding with quick campaign problem
hi everyone,i open phonecalls by using quick campaign for 50 contacts in crm 2011 i use advanced find try to get both phonecall and contact information but i cant combine this entities bec these...
View ArticleHow to get image of Contact dynamically on CRM form from Physical Hard Drive...
Dear All,I am using Microsoft Dynamics CRM 2011 and I want to my user to add contact picture through browsing from their local drive, for that I want to add button on from and on click of that button a...
View ArticleCRM 2011: How to fetch records related to given entity in “many to many”...
My goal is to get invoices related to given contact, if I acquire data from the table named "contactinvoices" (intersect table), then I see that this table is empty. I have solved that Problem by...
View ArticleCould not generate view for workflow
Hi, I've created a new XAML Workflow library in a Microsoft Dynamics CRM 2011 Developer Toolkit 1.1 project and a new XAML Workflow Activity as described in Create and Deploy XAML Workflows Using the...
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If-then on CRM
In CRM, I am trying to link the opportunity stage with the probability.For example, if Opportunity Stage Equals Cancelled then Probability (Should) Equals "0"I have attached a screen shot, showing I am...
View ArticleCRM 2011 RetrieveMultiple Help
I looked around the forum, and couldn't come up with a solution, so:I'm very new to CRM, and I'm having trouble finding specific information on how to get certain things to work. In this case, I have a...
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Opportunity Header Formatting
As you can see from the image above, the header of the opportunity is no longer modifiable and I cannot change the formatting. I had added another field under Owner, I have removed it. No other...
View ArticleHow to update bulk update some attributes of any entity?
Hi I have one entity with name company. There is an attribute with name country in company which is optional so we have null values in CRM db. Now we need to bulk update these null values for attribute...
View Articlehow to make web service request asynchronously in mscrm 2011 javascript
Dear allhow to make web service request asynchronously in mscrm 2011 javascript
View ArticleUsers do not have security privileges to reopen a closed opportunity that...
Client issue is that they do not have security privileges to reopen a closed opportunity that they do not own.Resolution was that a sys admin can reopen the record in questionCan someone please suggest...
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'UNKNOWN' Participant on Service Activity CRM 2011
Hi Guys,We are seeing a problem on one of our Service Activity record. On the Customers field usually we have either Account or Contact selected, but on one of the record there is aUNKNOWN participant...
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