RE: Creating multiple connections to a single record
Thanks David--that helps! Do you only need one task per Custom activity or could a custom activity be associated with multiple tasks?
View ArticleRE: Creating multiple connections to a single record
We only need one task per one or more custom activities. So it would be a 1 (task) to many (activities) type of relationship I suppose.
View ArticleRE: how to add chart to Account Form
What happened to this functionality? Now when i try to display the 'Chart only' there is a message that 'this option is not supported with the new process forms'. ???
View ArticleRE: Creating multiple connections to a single record
Should work then! Just create a 1:N relationship between Task and the Custom Activity and then give it a whirl!
View ArticleRE: Creating multiple connections to a single record
Okay, I can create the relationship but I'm still not sure on the workflow side of things. If I run an on-demand workflow on multiple records as has been discussed, then it runs the workflow...
View ArticleRE: Creating multiple connections to a single record
OH!! Good point! THAT's what you were saying. Sorry I missed it.Well, is there more than one task per Contact? If so, you could use the contact as the reference point. Put a lookup to the task on...
View ArticleRE: Creating multiple connections to a single record
Getting closer.I created a check condition in the workflow on the lookup but it seems like the workflows are running nearly simultaneously. So all instances of the workflow are passing through the...
View ArticleRE: Error data reassign
Hi pflores, If you are using an on-premise version of CRM, I would recommend reproducing the error while tracing is enabled, as the trace files collected will specifically call out the privilege that...
View ArticleRE: Creating multiple connections to a single record
Oh brother, and then you can't add a wait condition because then they'll all be waiting. Could you have it check again after you create the task before populating the lookup on the contact? If...
View ArticleCreating multiple connections to a single record
Hi. I'd like to run an on-demand workflow on multiple records simultaneously which will first create a single task and then connect those selected records to the newly created task. Is this possible?
View ArticleCRM 4.0: Renew Contracts permission denied for Administrator
I would like to renew an expired contract in CRM 4.0. I'm using a user with System Admin permissions. I'm receiving permission denied errors. Is there another setting in CRM that sets who can...
View ArticleRE: CRM 4.0: Renew Contracts permission denied for Administrator
Sorry. I found this post and i smiled, i have a similar problem.I´m trying to reassign the records from “User 1” to “User 2” (with the same security role), but the system tells me that the user doesn´t...
View ArticleRE: Classic View by Default on New Forms
Please refer to the link I am copying below:nakedcrm.wordpress.com/.../how-do-i-enable-for-some-users-by-default-the-classic-ui-forms-rather-than-the-new-process-ui-forms
View ArticleClassic View by Default on New Forms
I am moving my team from Salesforce over to MS CRM and have created new forms in Accounts, Contacts, Opportunities etc to reflect the style and data they are used to. The one problem I am having is...
View ArticleCRM SDK Simplified Connection to cloudapp (Azure) CRM with Active Directory
Hey guys, I'm a newbie so I ask for forgiveness beforehand in case the question I'm asking is dull.I am developing some ASP.Net web pages that need to access CRM data in an OnPremise scenario. In able...
View ArticleRE: CRM SDK Simplified Connection to cloudapp (Azure) CRM with Active Directory
You should check the priviliges.
View ArticleRE: CRM Outlook Mail Merge Creating CRM Activities
I am copying 2 links below and hope these will be of help for you:www.ssw.com.au/.../RulestoBetterCRMMailMergeTemplate.aspxsupport.microsoft.com/.../946273
View ArticleCRM Outlook Mail Merge Creating CRM Activities
Hello,I am attempting to make mail merges through the CRM interface for Outook. I want to create activities. When i am at the final state of the mail merge, the option for "activity detals" is grayed...
View ArticleRE: Bulk deletion jobs are in canceling status on CRM Online 2011
The following links could be useful for you:community.dynamics.com/.../crm-2011-managing-deletion-jobs.aspxblogs.msdn.com/.../bulk-record-deletion-in-microsoft-crm-online.aspx
View ArticleRE: Categorisation of tracked emails
Thank you Jason,I've seen these and as much as they are going to be useful for bulk import, they are grey out (can't type anything in) once in activities. So, when I track a received email I am not...
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