Forum Post: RE: Reading a Entity data from JavaScript in Dynamic CRM online.
Hi Vikas, Using odata query designer would help you dynamicsxrmtools.codeplex.com Hope this helps, Thanks
View ArticleForum Post: RE: Multiple leads from same company
Hi Ola, Duplicate Detection can help you to prevent, but it would not block you if your users creating from the UI not Import wizard. But now you can try to clean up it by running the system job to...
View ArticleForum Post: How to use CrmMetadataDataSource on form & write to CRM
I'm creating an ASP.NET web form in Visual Studio that will submit data to a custom entity in CRM. I have the basic fields working but I'm not sure how to write option set values back to CRM. I'm using...
View ArticleForum Post: RE: How to create report with multivalue parameter using Advance...
Thanks, but i want to know how can we do this query using advance search option in CRM?
View ArticleForum Post: RE: How to use CrmMetadataDataSource on form & write to CRM
Figured this out and posting my solution in case others encounter it. For some reason, I couldn't use the SelectedItem property with my original dropdown list. I created a new dropdown list and used my...
View ArticleForum Post: RE: Multi Level Approval Logic Needed
I have found that what works best is to have fields on the entity that is being reviewed for each level of approval required and use field level security to ensure that only those that are allowed can...
View ArticleForum Post: RE: Reading a Entity data from JavaScript in Dynamic CRM online.
I would recommend to start using the new REST Web API since in CRM 2016 the OData endpoint is not depricated. See msdn.microsoft.com/.../mt593051.aspx
View ArticleForum Post: Dynamics CRM 2015/2016 Workflow Tools - Implementation Question
I'm struggling to understand how to configure the "QueryValues" tool in the msdyncrmTools plug-in. I want to populate one attribute on my Case entity ( new_AssignToTeam ) with the value of the...
View ArticleForum Post: RE: Multiple leads from same company
Hi, It is actually quite normal to have duplicate leads for the same contact i they are new opportunities or even the same opportunity but originating rom different lead sources. The standard way this...
View ArticleForum Post: RE: CRM exams
These are not exams, but rather assessments that you can take online. Checkout these links. Customer Relationship Management for Sales: mspartnerlp.mspartner.microsoft.com/.../DLPaths...
View ArticleForum Post: RE: Error When Publishing Changes In Ribbon Workbench
I am getting this error When Importing Ribbon workbench in crm 2015.
View ArticleForum Post: RE: Dynamics CRM 2015/2016 Workflow Tools - Implementation Question
Hi Debra, without the activity code is difficult to give an exact reply. However looks like you didn't define the parameters you want as output as OutParameter and if you are retrieving the data...
View ArticleForum Post: MSCRM 2013 Email Queue Only Track Incoming Emails with certain...
Hi, Is it possible to develop a plugin for MSCRM Email Queue to track incoming emails only with certain email domain? This email domain can be stored in the Account field called "Email Domain" and have...
View ArticleBlog Post: Tip #544: Enabling JWT in ADFS breaks Dynamics CRM for Outlook
If you ever dealt with Dynamics CRM authentication at “close range”, you know that CRM supports OAuth . Presumably, with CRM 2016 and ADFS 3.0 (Windows Server 2012 R2), we should be able to use OAuth...
View ArticleForum Post: RE: Dynamics CRM 2015/2016 Workflow Tools - Implementation Question
I'm not sure what code you're asking for, Guido? Those two screenshots are all there is. I was randomly putting in values because there are no solid instructions. I was expecting to see Result1 in the...
View ArticleForum Post: RE: Dynamics CRM 2015/2016 Workflow Tools - Implementation Question
Hi Debra, double checking your screenshots I was able to identify the custom activity you are using, it's this one: msdyncrmworkflowtools.codeplex.com the configuration for the step you are using is...
View ArticleForum Post: Printing out Attachments as part of Report
Hi I am new to Dynamics CRM but familar with other CRM systems. We have a customer who would like to automagically print out the attachments as part of an overall report. The use case is this. We...
View ArticleBlog Post: How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday...
The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform. One of our Dynamics CRM clients is a Christmas tree...
View ArticleForum Post: RE: Tasks losing "regarding" link
I mostly update the due date in Outlook, so I think what I see happens when I do that. I have to check if it also happens when I update in the CRM form. It seems that the tasks activities actually...
View ArticleForum Post: RE: "Unable to get property 'getFormType' of undefined or null...
Hi Flávia, Apologies for the delay in reply... This works for us. we had several js functions using Xrm.Page.ui.getFormType(). I have modified the code to check Xrm.Page.ui null and error is not...
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