Clik here to view.
Java script to support cross browser functionality
Hello Experts,function loadtemplate() { var formType = Xrm.Page.ui.getFormType(); if (formType!= 1) {return;} var emailTemplateToLoad = "1A7DF4A2-51C8-E211-9BC9-AC162DB4BC72"; // Get Regarding object...
View ArticleMS CRM 2011 ONLINE - Bypass system required field
In the order form, there is a customer field which is system required. Now I need to save the form before I know the correct customer.How can I do that? I can get the requirement off when the form...
View ArticleError in preoperation plugin
Hi,I have a plugin registered on case entity in preoperation on create message under admin user.This plugin access a web-service to get contact data from on create of contact in preoperation and set it...
View ArticleCreating a ticket helpdesk
Is there any way to add javascript during a workflow?We are creating a helpdesk system and when an email comes in a workflow turns this into a case.The final step of the workflow is to create an email...
View ArticleMS CRM 2011 ONLINE - default lookup issue
I debugged these values from lookup:id: 03D34054-8209-E311-89B1-FE5DF65E5123 name: Remember add customer, entityType: accountHow I should enter those values to this correctly if I want to set a default...
View ArticleCRM 2011 - IFrame not letting me scroll
Hi All - I have an IFrame on a page - it shows the Activities and CLosed Activites of Accounts and COntacts (need it so we can keep the filters and include regarding options).HOwever on Chrome - when i...
View ArticleHow to Create a New Record from Advance Find View
Hi ,I have a Complicated Situation in a view.As am new to CRM am not sure of any other possibilities to Meet my requirements.I have 3 entities 1) Property Master - Master form has all the Property...
View ArticleCRM 2011 Refresh IFRAME and list in dashboard
Hello guys,I have a following situation: I have a dashboard which has iframeand list. That list is showing my active custom entities.So, I would like to achive that my iframe refreshes itself every...
View ArticleCRM 2011 Custom reports : Enable Export report data button
Hi All,When i login as a domain user with "Customer service representative" security role i can't see the save button to export the report data such as Export to excel , export to pdf etc... But if i...
View ArticleTrying to set lookup value via Javascript
Here's my code, some of which I got online, so I don't fully understand it all, but I know what it's doing, pretty much. // Check if it's a create form var CREATE_FORM = 1; var userName1; var formType=...
View ArticleSearch column in lookup view - possible to set in CRM 4 not in CRM 2011
In CRM 4 I had customer as a search field when searcing for regarding case/incident on an email. In CRM 2011 it is not possible to define search field in the lookup view.I have compared the view editor...
View Articlexrm question
Hello - I've added a "send email" ribbon button for the task subgrid, to open a new email for the selected task. When the "send email" button is clicked I need to ensure that at least 1 task in the...
View ArticleSetting Ownership on a Custom Entity
I am creating a new entity that will have an 1:N relationship with the Contact Entity.Ownership for Contacts is set to "User or Team". My question is how should I choose to set the new entity...
View ArticleRemove old CRM 4 buttons which now is in new ribbon
After upgrading from CRM 4 to CRM 2011, old ISV button are placed in a New ribbon called"<formname> for ISV"How can I get rid of this ribbon? Do I have to edit XML directly? I try to use Visual...
View ArticleCannot get state of SalesOrder in plugin to tell whether it is fulfilled or...
Currently we have a SalesOrder that can be fulfilled or canceled. We have some logic that will do one thing if it is fulfilled and another when it is canceled. Currently we CAN fire the plugin after it...
View ArticleReports: Dates Not Shown Correctly in Deployment
I have a report that shows several dates. The fields were configures as in this...
View Articleform for view collections?
Hello - I have a biz request to display a collection of views for a particular entity, which should be displayed on a shared form. What's the proper way to implement this in CRM? Should this be...
View ArticleForm scripting...
I am looking to do my first bit of form scripting, I need to update the name field on the project relationship form to be the Opportunity + " - " + AccountNow I have gone into form properties and tried...
View ArticleLinq To AX Join Problem
Hi,I am trying out relatively new feature "Linq To AX" allowing using Linq queries with AX table proxies. Very nice feature, however I am having some difficulties with the multiple table join, which I...
View ArticleSearch a customer record using Xrm Library
I am using Xrm.page library, I am required to run a search on CRM online with "Business Phone" i.e. Telephone1 field value available, how can I use Xrm in javascript to get this task done?
View Article