Forum Post: workflow design pattern?
Hello - I was curious about the design pattern you follow when you know up front that a w/f will require a CodeActivity class?In this scenario, do you typically choose to delegate all w/f logic into...
View ArticleForum Post: RE: CRM Outlook Mail Merge Creating CRM Activities
Go to Control Panel--> Programs and Features--> View installed updates and check what is current update rollup installed on user machine. You might need to install latest update rollup for CRM...
View ArticleForum Post: RE: Rollup 15 outlook client on windows update
Hello,It was not a delay, It was uploaded first but then there was a re-release because of which we were not able to see it, that's what I am guessing. If you look at the Client update it has the v2...
View ArticleForum Post: RE: CRM 2013: Must Sign In every time I oppen the App
Hello Costin,Do you get any option like 'Keep me Signed In' or 'Remember my credentials' ?
View ArticleForum Post: RE: Pure 360
Hello Jel,I haven't worked on Pure 360 but you can find more information at www.pure360community.co.uk/.../dynamicsIf Pure 360 doesn't appear in CRM then may be you can get in touch with Pure 360...
View ArticleForum Post: RE: Dynamics 2013 quick create forms behaviour when creating new...
Hi...If you can document the repro steps one by one then it would be great for me to address your issue.Thanks.
View ArticleForum Post: RE: CRM 2011 Error when I'll try to open any solution
Hello,Are you not able to open any solutions(Managed and Unmanaged) that is imported in your organizations after rebooting the server.What is the error message that you get in the User Interface while...
View ArticleForum Post: RE: Issue trying to emulate the "click on Qualify Lead" using...
Great, this actually does what I was trying to replicate. Thank you so much.
View ArticleForum Post: RE: Adding non-production accounts to your crm instance
Hello Don,Are we talking about the Production and Non Productions Instances available for CRM Online. If yes than you can take a look at download.microsoft.com/.../Customer_Spotlight_November_2013.pdf...
View ArticleForum Post: RE: What creates the records for the WorkflowLog in the...
Hello,The below links should give some details about your queries and i hope it helps you :social.msdn.microsoft.com/.../deleting-principalobjectaccess-recordsPrincipalObjectAccess–Performance...
View ArticleForum Post: RE: Window is Undefined
I'm getting this same error after I updated to crm 2013 for Outlook. I get an error report to send to MS twice, then the script error. When I access any record after that the login window comes up;...
View ArticleForum Post: Regarding Goal, Goal Metrics & Roll Up Queries
Hi,Can anybody show me how to setup goal, goal metrics and roll up queries for Owner wise activity type wise activity goal.My purpose to set up goal for individuals for all activity count.Thank you in...
View ArticleForum Post: RE: Create view with data from opportunity close entity.
This won't be possible in a view as there could be multiple Opportunity Close records if re-opened closed opportunities, etc... You could do this if you used a some custom code to pull the data from...
View ArticleForum Post: RE: How do I turn the Business Process Flow into a percentage value?
Jason, they want the percentage of the process complete visible in Views so they can sort by percentage. For instance in the Lead entity view they would like to see the percentage of the process...
View ArticleForum Post: Open new form and Close the old one
I would like to save the form, open the new one and close the old one.I had issue with Firefox: the new form is not opening because the whole window is closed before. So I modified the code and now I'm...
View ArticleForum Post: Custom Entity Import
Hi,I have created an entity which is having Code and Name.It is having N-N Relation with Account.Now i want to import this custom entity at the same time it should get updated in account how should i...
View ArticleForum Post: RE: Issue in Export and Import in CRM 2011 and 2013
The issue is resolved now. I identified the missing managed component (microsoftxrmpartnerportal manged solution) and imported that prior importing the whole solution to new 2013. Thank you all for...
View ArticleForum Post: RE: December 2012 Service Update for CRM 2011 and CRM 2013 Update
It isn't a requirement - upgrades will proceed on the scheduled date regardless. If you did install it, you could get a jump start on laying out at least a few of the new entity forms.
View ArticleForum Post: RE: CRM 2013 - Lookup primary account
I'd suggest hitting the REST/Odata endpoint you this sort of thing:Reference URL: Use the REST Endpoint for Web ResourcesExample script that grabs a phone number from a contact record and sets it to...
View ArticleForum Post: RE: CRM 2013 - Can't add attachment to Email via Mail Merge...
Hello Brad,How may users are affectedDoes this happens on all the machines.What is build number of CRM 2013. You can get this information from the Deployment Manager.See if the OS windows is updated...
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