enable prefiltering
I am creating a report in SSRS, straight SQL no FetchXML. What would be the equivalent to enable prefiltering in my Query?
View ArticleCRM 2011 Online (Office 365) and GMail
We have a client that uses Google apps and thus email is provided by GMail.We want the CRM users to be able to send and receive emails from within CRM using GMail.Now we have setup an email router in...
View ArticleDisable a partition of the table AuditBase in CRM 2011
Hello, could anyone explain me briefly what is partition of the table AuditBase for?you know, firstly I've an instance of CRM DataBase in SQL Enterprise Version, in that case everything is...
View ArticleRE: Disable a partition of the table AuditBase in CRM 2011
Might be more of a SQL Server question as there is nothing in CRM that would allow you to switch this on or off - here is an interesting article on CRM Auditing and Table Partioning
View ArticleRE: Dynamic values lists not populated
Well .. I've done more research and found a few posts that link my issues with the lists in the Forms Assistant to IE 9 and CRM 2011.Uninstalled IE 9 (now using IE 8) and no change. When the Create...
View ArticleEnd Date Via Workflow
I need to setup a Start and End Date via workflow on a Custom Entity. I have created expression in the properties in Creat Step while creating workflow that populates Start and End Date respectively...
View ArticleSet Personal Options button disable in Outlook client
In Outlook client, I am facing problem setting the options on 1 computer. The install and configuration happens successfully and no error are reported in logs.However, the CRM -> Options and...
View ArticleDefault Common Activities View
Hello again, When I want to look at the list of activities associated with a particular member of an entity (i.e. a specific account, lead, contact, etc) I click on the "Activities" button...
View ArticleRE: CRM Email 404
I have solved this problem. I adjusted the plugin I created to add the image at a different point in the process. Thank you.
View ArticleRE: Outlook 2013 email tracking to CRM 4.0 error
You can always use ContactMonkey to track your Outlook emails! Check us out at www.contactmonkey.com. You can ping me directly at scott@contactmonkey.com.Happy tracking!Scott Pielsticker
View ArticleRE: Mobil CRM Online
Out of the box there is mobile functionality which will automatically gets invoked when browsing with a mobile device.The functionality is pretty basic but it is free.There are other third party (paid)...
View ArticleRE: Changing Entity Names
Check out this tool: SiteMap Editor for Microsoft Dynamics CRM 2011Once you have the sitemap loaded you can right click on on "Area (SFA)" - Sales and do Add Title, enter your language code in LCID...
View ArticleRE: CRM Explorer and Visual Studio
Jason, thank you for the answer, the "Connect to..." under the Tools menu is certainly easier than deleting the .suo file each time.
View ArticleRE: show hours for total cases/minutes in contract
This could be accomplished as either a workflow or as custom javascript. If you wish the hours to show up only when the contract form is opened then I might suggest javascript, however if you wish the...
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RE: Hidden tabs appear automatically
Here is an example based on the contract entity out of the box.I have placed a tab at the top of the form, above 'General' with visible by default turned off. 1. I select a related page from the...
View ArticleChanging Entity Names
I have a client that would like to change the sales tab name and I can not figure out a way to do this. Where it has marketing, sales, customers, service and settings I would like to change the name...
View ArticleRE: Changing Entity Names
I think you want to change the names of the modules present in crm, i.e like Change Sales to Shoping.So in that case.Export the sitemap as a solution, edit it and then re-import it.You will need to add...
View ArticleRE: show hours for total cases/minutes in contract
Joshua,Thanks for your quick response.Can you show me how to use javascript for this, please?
View Articlecrm api timeout for long-running jobs?
Hello - I created a console app to update CRM account owners through the CRM API using Organization.svc.In the console app I opened a connection to Organization.svc and looped through about 150k...
View ArticleRE: show hours for total cases/minutes in contract
Add the below method (with your custom field replacing "new_hoursfield") to the form onload and Total Cases/Minutes OnChange events.function PopulateHours(){ try { var hours =...
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