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  • Forum Post: Retrive Custom Fields in plugin

    Russell Bahr
    I am trying to retrieve a custom field in a plug in I have developed. The plugin executes when a lead is converted to a contact. I am referencing the dlls in the plug in and I can get a reference to the lead that was converted. The problem I am faced with is the dlls do not contain any of the custom...
    on 11 Mar 2010

  • Forum Post: Mapping Attachments to another entity (CRM 4.0)

    Anthony Raj
    Hi, Im currently working with Microsoft Dynamics CRM 4.0. I understand that we can map fields from one entity to another. For example, im able to map custome fields from leads to opportunity. So whenever a lead is converted to opportunity, data from Leads fields are inherited to the data in the Opportunity...
    on 31 May 2010

  • Forum Post: Custom Quantity Fields

    KC1977
    Hi there, I've been trying to set up CRM 4.0 for use in a screen printing company. When entering an order they would like to be able to create columns for sizes of the apparel and then be able to fill in quantities and have them add up to a total. IE SIZE SMALL: 4 SIZE MEDIUM: 6 TOTAL: 10 Is there...
    on 23 Sep 2010

  • Forum Post: How to Customise Price List Item

    Saurabh Gupta
    I need to make custom fields on Price List Item form but unable to customize this from. Is there any solution on customizing Price List Item from, since in MS CRM 2011, default system doesn't allow to make any changes in Price List Item.
    on 17 Sep 2011

  • Forum Post: How do I programmatically set a custom field on the Lead/Contact entity to be merged automatically in MS CRM 4 and 5?

    Justin Williams
    I have two fields on the Lead and Contact record and I want to set those up so that when duplicate Lead/Contact records are merged or we convert a lead to a contact, those custom fields get merged every time without having to do any extra work. You can set this up manually so I imagine it can also...
    on 30 Nov 2011

  • Forum Post: Change Data Field Sequence with Tab key on keyboard

    Scott Spencer
    Hello CRM 2011 Community: Our Contact and Account forms were customized by creating new fields and shifting existing fields within these forms. Now, when entering contact or account information, then pressing the Tab key -- ie: 'First Name', (Tab key) to 'Middle Name', (Tab key) to...
    on 27 Jun 2012

  • Forum Post: Copying field from one entity to another

    Jennifer Brooker
    I have custom fields on both the account and oppourtunity entities. These fields have custom mappings that were setup by a consultant before I came on as the administrator. When we create a new opportunity from the account these fields do map over however instead of populating with the data that is on...
    on 30 Jul 2012