Forum Post: Dynamic Grouping with Fetchxml
Hi AllI was wondering whether it is possible use group by in fetchxml using a parameter ie: if the user selects account then the accountname field has groupby ='true' but if they select competitor (in...
View ArticleForum Post: CRM Dynamics and sharePoint Integretion - object deletion
Please would you like to tell me in case of CRM Dynamics and sharePoint Integretion if we delete a CRM object are the documents stored in SharePoint also deleted?
View ArticleForum Post: CRM Dynamics and sharePoint Integretion - Renaming objects
In case of renaming objects in CRM dynamics folders that are automaticaly created are also renamed or not?Thanks in advance.
View ArticleForum Post: Template report fields not refreshing
Hello,I am using Microsoft Dynamics CRM for Office 365 package. There are plenty of useful template reports (e.g Sales Pipeline), but the problem is that I am not able to edit them, and the changes...
View ArticleForum Post: RE: Visibility right based on 'Created By'
Either narrow the permissions to just the BU or Parent-CHild BU if the problem is they are seeing things they must not be allowed to. If it is just for convenience that they want to narrow things down,...
View ArticleForum Post: RE: Use a more convenient DNS name for CRM Server
Create a new DNS host record for it and try it out.You may need to add a host header in IIS for this to work, so that CRM recognises and accepts the new URL as being intended for it.If you are using...
View ArticleForum Post: RE: List of user based on Manager
Hi Rajni,You can use a combination of the above approach and Out of the Box My Direct Reports view.Since the Owner field is locked you will not be able to set the default view to 'My Direct Reports'...
View ArticleForum Post: RE: Microsoft CRM 4.0 - Admin user accounts
It all depends what those accounts are being used for - if they are running services then they may need additional rights. In particular I am guessing that the crmmail one may be being used by email...
View ArticleForum Post: RE: Convert the TextBox Field in to Lookup Field in CRM 2011...
Hi SRKD,CAn you please give some more information on the functional requirement you trying to achieve by converting the text field to lookup.Maybe a business context will help in generating more ideas...
View ArticleForum Post: Creating workflows to delete duplicate leads
I would appreciate any assistance in doing the following:1. Creating a workflow to merge all duplicate leads, and deleting the non-master record.2. Creating a workflow to detect duplicates between lead...
View ArticleForum Post: Call custom WebService in plugin
Hello,I need to call a web service custom in a plugin, Is it possible? Thanks
View ArticleForum Post: Loading CRM forms is very slow!
Hello,Loading from the screens in CRM is very slow. When i choose the item 'Dashboards' it takes approximately 7 seconds before this form is loaded.Can somebody give me tips how i can make the form...
View ArticleForum Post: unable to open user screen after rollup 13
After installing rollup 13 i am unable to open a user in the system settings.When using the validation tool it look that it has something to do with the javascript what is hiding the windows live-ID....
View ArticleForum Post: RE: Territory entity: 'one salesperson allowed or a group of...
Why it is written in the help documentation that for Territories, you can add a group of salesperson or make a territory that will contain other territories?It seems simply wrong?Thanks
View ArticleForum Post: RE: But... how to hide areas & sub-areas for users that aren't...
Well, it is a good answer, but I'm surprise that I have to go that far only to show to users what they will use... Was expecting, it would be configurable in an easier way. Will spend hours to do that...
View ArticleForum Post: Query Builder Error in CRM 2011
hi,We are trying to save the records of the entity and we are getting the below Query Builder error even we have admin rights.Below are the exceptions details,Exception information: Exception type:...
View ArticleForum Post: Importing organization - DB not listed in import wizard(CRM 2011)
Hi,I have a problem to import one of my organization. I restored a backup from a DB I'm using on another CRM Server on another SQL instance to import it on my DEV CRM server. So when I start the import...
View ArticleBlog Post: Windows 8 Apps and Windows 8.1 Apps
First of all, they’re not the same, so if you’ve already created Windows 8 app you will need to consider upgrading them.On a windows 8.1 device, you will be able to use both the old windows 8 apps, as...
View ArticleForum Post: iframe window.print problems
Hi,Before I make a support case to MS, I figured id ask here to see if anyone has had these issues before - googling tells me that a similar issue existed in crm 4. We use crm 2011, Rollup 11, on...
View ArticleForum Post: RE: downloading activity feed
Hello,I also have trouble with the download link, could you check the link again.ThanksIngo
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