Forum Post: RE: Hiding certain activity types by user/security role
You are right - the security roles are only applicable on the 'Activity' super type. If you want to hide for different roles, it will be a significant customisation effort since the add activity...
View ArticleForum Post: RE: Copy email and phone number of contact to custom fields on...
If you were creating your opportunity from the contact, then you could use a relationship map - but I see that's not going to work for you.You'll need to:1. Create a Javascript webresource2. Add an...
View ArticleForum Post: RE: Importing latitude and longitude in accounts.
Finally after multiples trials and errors, i found it. The fields LATITUDE and LONGITUDE must be formatted as STING using a coma for decimals. So latitude 46.12345 must be formatted "46,12345" in the...
View ArticleForum Post: RE: Formatting errors in EMail workflow
Not sure - I've reported it, but the hasn't been any activity recently.
View ArticleForum Post: RE: How to change "Status Reason" drop down in Close Opportunity
Hi,You need to go into Customizations->Customize the System->Entities->Opportunity->Fields->statuscodeSet the 'Status' field to 'Lost' and then you get the list of options that you can...
View ArticleForum Post: RE: Reports: Different organizations used for different users
Can you post the Url in question - it doesn't sound as though you are using the standard run report button that comes out of the box.
View ArticleForum Post: RE: Owner of record can edit related activities they do not own
Hi,This is likely to be caused by the 'parental' nature of the relationship between records and their activities. By default this allows the owner of the parent record to have access to the child...
View ArticleForum Post: Rewriting Silverlight Web Resources
Now we know that:Silverlight is safely still supported with Dynamics CRM 2013 (but not on Tablet/Mobile clients)Silverlight 5 is supported on IE, Chrome, Firefox and Safari (Intel based Mac)My question...
View ArticleForum Post: RE: Office 365 CRM (rollup 11) with windows 8-64bit and Office...
Hi Swedishceo, As long as you have the CRM client with Update Rollup 10 or higher installed (per this KB article), there should not be any compatibility issues with Office 2013 (32-bit or 64-bit) and...
View ArticleForum Post: Outlook Login issues
We have a user who has the oulook addin installed on his computer. He keeps getting asked to log in to CRM every time he opens outlook. Any thoughts as to what might be causing this?
View ArticleForum Post: RE: Activity display in Accounts
You should be able to click Use Rich Formatting at the bottom of your post and insert the screenshot into the post. You should have not to Email it to anyone.
View ArticleForum Post: RE: Chart Functionality
Part of looking for an answer is believing it exists! :-)
View ArticleForum Post: Subject line changes when tracking emails from Outlook
Hello,I'm very new to Dynamics... so am suspecting this is a very basic question ;)If I click the "Track" button in Outlook for an email. That email will show up as an activity under the contact with...
View ArticleForum Post: Creating a Workflow to Move Data
Hello All....We just recently got a phone system that will only screen pop MS Outlook contacts not the most recent "Phone Call" entity. Our current process is to call our customers from the most...
View ArticleBlog Post: Microsoft Releases Dynamics CRM Online Pricing Options
If you are like us, you have anxiously been awaiting the latest online licensing options for Dynamics CRM. In the past, Microsoft has offered Dynamics CRM Online at a single price point, one size...
View ArticleForum Post: RE: Could not log into on-premise CRM after Rollup 14 applied
see this ADFS error: System.TypeLoadException: Could not load type 'Microsoft.IdentityModel.Protocols.XmlSignature.AsymmetricSignatureOperatorsDelegate' from assembly 'Microsoft.IdentityModel,...
View ArticleForum Post: RE: Copy email and phone number of contact to custom fields on...
Could you send me the exact query you put into the browser please? And the code you are using.Thanks!
View ArticleForum Post: RE: Controlling access to synchronized emails
Hi Scott,I checked the user permissions and changing "Activity" to "User" provided the desired functionality. Users may track emails that contain 'sensitive' information but if they can easily control...
View ArticleForum Post: RE: Workflow isn't triggering Onchange event of the field it is...
The workflow is updating the field directly to the database and not through the UI. The onchange/JScript event only works when the form is open and the value changes on the field, this is a separate...
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