Security Role for new user
The online help describes how to set a Security Role for a new user, but the instructions aren't right for the screens that I see (as Administrator). I'd appreciate some help. I'm new to CRM Dynamics...
View ArticleRE: Export to Excel Dynamic pivotTable / Worksheet option
here is more information on this feature in CRM social.technet.microsoft.com/.../11298.microsoft-dynamics-crm-2011-dynamic-worksheets-in-excel-feature.aspxThanks,Mohammad
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Export to Excel Dynamic pivotTable / Worksheet option
Hi, Is there any way to remove/hide Dynamic PivotTable and Dynamic Worksheet options from Export to Excel dialog for all users or based on security role.
View ArticleDialog Failure
I have a 2 stage dialog which I went in to modify the order of some Prompt and Responses. After completing the modifications I noticed that in Stage 2 all 3 of my conditional statements had changed to...
View ArticleRE: Dialog Failure
I ended up just deleting the update and redoing it. Thanks for the help.
View ArticleTimeout Workflow
I've been trying to build a workflow that have several timeouts and sends a different email for each email. For instance, send email A 3 months before the contract end date. Send email B 1 month before...
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RE: Timeout Workflow
Yes Gus, I can. Thanks for checking this out for me. Scope: OrganizationStart When: Record is Created
View ArticleRE: Associated View / Related "Regarding" Records in Custom Entity
You can check Super Grid that Works by adding a Silverlight graphical UI “overlay”, to CRM standard or custom Views and works with all field types, all CRM Views including sub-grids standard and...
View ArticleRE: Associated View / Related "Regarding" Records in Custom Entity
There is also an Editable Grid Add-On for CRM 2011 and CRM Online:pinpoint.microsoft.com/.../editable-grid-add-on-for-crm-2011-and-crm-online-12884921672
View Articleform javascript management
Hello - I need to add some custom js to the Account form. I noticed that the Account form in my CRM implementation is associated with a js file named Account_main_library.js.Does CRM include...
View ArticleRE: Associated View / Related "Regarding" Records in Custom Entity
Not looking to Edit the results in the grid (view) - just to have them listed where we could click to bring up the record.ThanksEd
View ArticleAssociated View / Related "Regarding" Records in Custom Entity
Hello.We have a Custom Entity called Jobs. We are trying to create a grid view under the Account (we renamed it Firm) entity that will display all Jobs related to the firm AND any sub-accounts (in...
View ArticleRE: Associated View / Related "Regarding" Records in Custom Entity
Dear Ed you can look at this:crmxpg.nl/.../retrieve-all-sub-accounts-in-ms-crm
View ArticleRE: central association for jquery.js?
To learn the use of JQuery in Web Resources you can refer to this link:blogs.msdn.com/.../using-jquery-in-web-resources.aspx
View ArticleRE: central association for jquery.js?
Microsoft suggests you to not to use jQuery to interact with Microsoft Dynamics CRM 2011 forms. Use the Xrm.Page object model methods to access form elements.The only supported use of jQuery in the...
View Articlecentral association for jquery.js?
Hello - I'm working on the Company form of a CRM implementation. When I view the script associations in Firebug, new_jQuery.js is an associated script file.The company I work at tends to use the...
View ArticleTrack Leads from Partners
Hi, I'm wondering if anyone ever needed to track Leads from Distributors as a means of measuring Distributor performance? What would the least invasive way of implementing this be?Thanks in advance.
View ArticleRE: After Rollup 13 plugin in not triggered on Assign message
Works for me. I created a new plugin on Post-Operation of Account Assign. I got my plugin to write to the registry when it was triggered and this happened fine. Make sure you copy the .pdb file to the...
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