RE: Make Account OR Contact field required in a form (custom entity)
Start off making neither field required - then create a web resource with the code below (you'll need to change the field names to match yours). On the form, bind the form's OnSave event to Form_OnSave...
View ArticleMake Account OR Contact field required in a form (custom entity)
I have a form in a custom entity which I would like to require that either the Account OR Contact field is filled out. This is a workaround to the inability to create a lookup on either entity. So the...
View ArticleOpening External Webpage from outlook CRM 2011
I have been looking around online for anyway to open a webpage in a new browser (preferrably firefox) window. I tried adding a navagation item with the URL, but it only opens within Outlook and I...
View ArticleRE: "Cannot access a disposed object." - SSRS
Hi Joerbs,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM Support team.Your exact issue was raised with our CRM Support team and was found...
View Article"Cannot access a disposed object." - SSRS
Am receiving an error trying to preview a report in BIDS (using FetchXML queries pulled from advanced finds in CRM 2011). Everything is working fine until I add a 3rd dataset when I start to receive...
View ArticleRE: Marketing List (Dynamic List) Member Question
Hi,Not really, what you are effectively asking for is for the lower tier user to briefly have global access to contacts when they view or execute a dynamic marketing list. It's the same as saying when...
View ArticleMarketing List (Dynamic List) Member Question
Hello there and thank you for your time. I have a question regarding Dynamic marketing lists. However, a dynamic marketing list will have different members, depending on the permissions of the person...
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RE: No 'Extensions' subfolder into 'settings' with on-premise release?
Hi SN1B,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM Support team.I'm not quite sure how to answer your question. Depending on whom you...
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No 'Extensions' subfolder into 'settings' with on-premise release?
Hello,I installed an extension. In the install guide, they say that to configure the extension, you have after to go to the 'extensions' part in the settings. I don't have it like on this...
View ArticleRE: Importing database from UR5 to UR13
Hi,As UR13 requires UR6 to be installed, I'd upgrade your UR5 organisation to UR6 prior to importing to the UR13 environment.Rob
View ArticleImporting database from UR5 to UR13
Is there an issue with importing an organization from UR5 to a new CRM server with UR13?
View ArticleInvoke Audit History via Ribbon button?
I was wondering if anyone has any thoughts on how to get Audit History for a record via a custom ribbon button. I can easily place /tools/Audit/audit_area.aspx as a URL via the ribbon XML (or via a...
View ArticleLead Qualification Problems
When qualifying certain leads an unusual Duplicate Detection warning come up. The window says it found possible duplicates but then lists “Potential duplicate records: None”. This is happening...
View ArticleRE: CRM Queues not Receiving Emails When Ownership is Set to a Team
If you go to Settings -> Customizations -> Customize the System -> Entities -> Email, do you have the "Automatically move records to the owner's default queue when a record is created or...
View ArticleRE: CRM Queues not Receiving Emails When Ownership is Set to a Team
Sorry it's Settings -> Customizations -> Customize the System -> Entities -> Email
View ArticleCRM Queues not Receiving Emails When Ownership is Set to a Team
Hi,The crm queues (owned by a team) fail to receive emails via the forward mail box. the following is the exception.#9628 - An error occurred while delivering the e-mail message with subject "Test" in...
View ArticleVery unusual CRM2011 behaviour on appointment organizer lookup
During our UAT period the tester was able to add a contact on organizer lookup in appointment. The is an oob lookup to user entity only. How can CRM allow such things? Is there any way that we can...
View ArticleRE: Steps in implementing CRM
You should check out the Microsoft Dynamics CRM 2011 Implementation Guide - it pretty much covers planning, requirements, and installation.
View ArticleSteps in implementing CRM
I would like to ask about the steps in implementing CRM. what are the requirements for CRM application to be completely implemented. I am still confused on that on what to do first or how will I...
View ArticleWeighted Values for CRM Modules
Hello Buddies, I have been assigned to generate the Weighted Values for all the modules in CRM. I am quite confused the criteria I should be implementing. Can you guys help me with this please
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