How to trigger a plugin in Email Send Ribbon
hi,I need to trigger a plugin in Email entity and the plugin has to get trigger when i click send .i have registered my plugin message in send and entity as Email . but my plugin doesn't get fired. Any...
View ArticleCRM 2011 security issue when Merging contacts
We have 3 users u1, u2 and u3 from 3 business units B1, B2 and B3B2 and B3 are under business unit B1.u2 and u3 have business unit level permissions on contacts. where as u1 is an CRM Administrator.Now...
View ArticleDynamic crm 2011 - Need workflow names in two languages as end user will...
Hi There,WE have on demand workflows and end user will execute those as on demand.So workflow names should be in danish but I do not undestand danish. So like translation can we have workflow name in...
View Articleconvert my new email field to a link
Hi I have created a new field called "pa_testemail"I am trying to convert this field to an email link when it displays. I have used the function shown below - however I want the email link to be inside...
View ArticleHow to customise the 'search a record' searches
Hi, I am using Microsoft Dynamics CRM 4.0I would like to add an additional searchable field to the quick find 'search a record' section.I added the field i would like to be able to search within the...
View ArticleHow to check and not select null values after using Fetch.xml
Hi. I'm organizing forms, views and fields in MS CRM 2011 (UR5, Windows Server 2008 R2) for a Marina Company. And have a question about it. To find the related boats' contact information, I used a...
View ArticleImports record in mscrm 2011 on-premises give an error
Dear all;I am trying to import record in mscrm 2011 on-premises i am getting the following errorUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault,...
View ArticleRelationship create new form is not opening an exception from Jscript how to...
Hi,I have one relationship,I want to add new record I clicked that relation the create new form is not opened and the following error,how to resolve this.I am working crm 2013 orion code.Webpage error...
View ArticleCRM Text Field Convert to URL Format
Hi When my data for CRM was imported using Scribe, a field that was to contain an email address called "new_personalemail" was set to a format of text instead of a url. I noticed that when I looked at...
View Articleemail settings: tracking/matching questions?
Hello - I'm trying to get a better understanding of email tracking/matching functionality in CRM: tracking: ---------- * Prefix: Is this field required? Or generally recommended? Do you generally use...
View ArticleRefreshing CRM record from associated record field updation in CRM 2011
Hi Guys,I m facing issue in refresing the form, two entities(Opportunity & Custom entity) with 1:N relationship. The custom entity is located inside the subgrid of Opp Entity. From the opp record,...
View ArticleCustom Reports in Crm 2011 online
Hi All ,Have you tried to connect cloud crm 2011 with bids for reporting.I tried but not success .All link i study are based on window live id that was not suite for cloud.Hope this helps....
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Access Dynamics CRM entity from iFrame
Hello,I have a serious issue and I hope to get your help, I need to access Dynamic CRM 2011 entity (Contact) through an iFrame in different Web Application in Firefox and the entity form is not...
View ArticleMail always go to draft status when trigger mail from plugin
Hi,I have created one plugin for find out the closed case in the CRM. I need trigger the email to customer while their case is closed.I have used below code for that. I will trigger the mail correctly...
View ArticleCRM 2011: Modify the fetch xml of an associated view (Left Navigation)...
Hi, we have a requirement to show all related records fr the current record and it's child entity records in one single view. For example, I want to show all the Activities related to an Account, it's...
View ArticleUrgent : Single Signon MS CRM 2011 Online
Hello All,I want to implement Single Signon in our application. So is there any token key, access key or secret key generated by MS CRM, which can be used in our different applications to retrieve the...
View Articlecustomized webservice issue.
Hi All,we have created on webservice that takes the data from lagecy system and create a record in MSCRM account entity.issue is when I runnning webserice in local host it is working fine and create a...
View ArticleMultiple 1:N Case Self Relationship Issue
I like to get some idea / suggestion to the the problem I have recently encountered.The Problem : In my application Case (Incident ) are linked to itself twice ( Self Reference 1:N ) Let say they...
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CRM 2011: while running workflow Method not found: 'Void...
Hi,i get the following error every time i run a workflow. Method not found: 'Void Microsoft.Xrm.Sdk.Workflow.Activities.GetEntityProperty.set_RefreshWorkflowConditionParameters(Boolean)'. Plugin Trace:...
View ArticleAccessing "CustumerTypeCode" (aka "Relationship Type") throught Workflow not...
Hey guys,I'm a bit stuck on creating a workflow after an opportunity status change to "won". I want to change the relationship type (if empty or not partner/reseller/competitor or already customer) on...
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