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  • Forum Post: How to removing the system views from account

    Manish
    Hi All, I am trying to remove some system views frm the account and update the filter option with opportunity entity. How we can do that. Thanks in Advance Manish bhushan
    on 23 Oct 2008

  • Forum Post: Koverting Lead - take over Leaddescription into Contact

    Fabian Henzler
    Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian
    on 28 Jan 2009

  • Forum Post: CRM 4.0 integration with GP 10.0

    Monica Glenny
    MSDynamicsWorld.com recently posted an article referring to "A new Dynamics CRM integration to Dynamics GP" which "is available now and will pave the way for other CRM-to-ERP integrations developed by Microsoft in the future..." Microsoft Distinguished Engineer Mike Ehrenberg indicated...
    on 24 Mar 2009

  • Forum Post: Email form OnLoad event

    Pierre Joubert
    I would like to have an email template inserted to the email OnLoad. So basically the normal procedure is the open the case, create a new email activity and click on the "insert template" button, select the Regard Object and then select the template. I would like to automate this process...
    on 8 Apr 2009

  • Forum Post: MS CRM Pick List in multple forms

    Akira
    I have a staff member who wants a pick list in the leads form, fine no problems... but when the lead is converted into a Account/Contact/Opportunity I need that pick list to be on those forms too... no problem 1:n relationship but what if I change the objects of the pick list on the leads, no I have...
    on 28 Apr 2009

  • Forum Post: Emailing a list of contact using email lookup or actions in advanced find - crm 3.0

    LauraK
    This may be a pipe dream, but I am wondering if anyone has any ideas if this could work. We run training programmes and as such we have a field on the 'contact' entity called 'Programme number'. We can use this number in advanced find to find the list of contacts who are connected to...
    on 7 May 2009

  • Forum Post: Urgent: Hide views from drop down list

    Utsav Acharya
    Hi Everybody, Coming straight to the point, there are list of different views available in Activites Entity. I want to hide some of the view from it. I don't want user to use them and I also don't want to remove it from database completely also. I need a solution on front-end side or...
    on 25 May 2009

  • Forum Post: Need Text also with Icon in Custom Entity's default Tool bar

    G Goyal
    Hi, I have installed CRM Accelerator 'Event Management' Its Working fine. There is an entity called Event Group Allocation, When I click on that entity to enter a record it shows default tool bar like Add new , add existing record ect. In this entity only Icons showing for button 'New Event...
    on 29 May 2009

  • Forum Post: 4.0 IFD Configuration assistance. I've hit a wall

    CRM3.0Newbie
    Hello all, I'm having some issues with the IFD portion of crm 4.0. Sort of the jack of all trades here and I've ran into a wall and need some extra brain power. Excuse my ignorance in this area please. Basically I'm going along with the IFD guide provided by microsoft here. Using the...
    on 25 Feb 2009

  • Forum Post: Re: Relationship b/n Account, Contact and Opportunity Entities

    Kinga
    I have had 2 suggestions so far as to how to overcome my problem but I still have some questions... Does anyone know of a reason why I couldn't just igore the OOTB setup for the Opportunity Contact in the Opportunity Entity (which is either an Account or a Contact), hide this field on the Opportunity...
    on 2 Jun 2009

  • Forum Post: Adding fields to the Close Opportunity form.

    Chris Jackman
    Hey all, I'm trying to add a field to the Close Opportunity form. I looked in all the Opportunity Customizable Entities but didn't see any options to do this. Any advice? Thanks, Chris
    on 8 Jun 2009

  • Forum Post: Picklists

    Dave Hanson
    Hi, I would like to have a picklist in CRM that uses a GUID (or string) as it's value instead of a number between n and nn how do I do this? /peace -out
    on 17 Jun 2009

  • Forum Post: Dynamic Lists

    scperotti
    I created three custom entities in CRM 4.0: Country, State/Province and County. All three of these appear on various forms in CRM. When a user selects a Country, I want the State list to display only the State/Provinces for that country. When a state is selected I want the County list to display only...
    on 15 Sep 2009

  • Forum Post: Import of Templates Customizations Fails

    Andy Rooms
    I have Dynamics CRM 4.0 rollup 6 installed on two separate servers and need to copy customizations from one to the other. This works for all my various Entities etc. but not for Templates. I have 111 Mail Merge Templates on one server and when I try to Export this from the Customizations Navigation Item...
    on 5 Oct 2009

  • Forum Post: enforce Data Entry Rules with OnSave or OnChange events

    ladynred
    For consistency within the application, my client wants to set some data entry rules. They would like lal fields where data entry is possible to be forced to lover case then to word upper case. Meaning that the first character of every word is capitalized. They feel that this will give the data a more...
    on 20 Oct 2009

  • Forum Post: Custom code for importing Data to CRM 4.0

    Sunil Kumar
    Hi, I am looking for some custom code to import custom data in a particular format to CRM. I saw tool on codeplex but its only import the csv file, almost same as Data Import wizard in CRM. I am looking particular for sample code to import data. I have one xls which contain more than one CRM entity...
    on 3 Jul 2009

  • Forum Post: CRM workflows

    Jhelumi786
    Hi Everybody, I'm new to CRM customization. My sales team manager has asked me to introduce a new process 'Action Steps'' within the Lead and Opportunity entities and he want this to be followed by everyone (salesperson) strictly. e.g At Lead Level there will be two steps Step...
    on 17 Dec 2009

  • Forum Post: Re: Resizing a crm form, choosing default lookup values and sync issues with crm contacts

    Andrii Butenko
    Answer for question 1: add following script to onLoad event handler of form: window.resizeTo(500,300); this will resize window to required size. Answer for question: check this article . You can hardcode identifier and name of price list or you can retrieve it using script from CRM. How to use RetrieveMultiple...
    on 15 Jan 2010

  • Forum Post: Re: Status Reason of Lead

    Andrii Butenko
    Hi, Rho. Labels for picklists and statecodes/statuscodes are stored in StringMap view. It is stored there for Multi-language feature of CRM. About increment of identifier it seems that this is by design. May be developers of Microsoft know.
    on 15 Jan 2010

  • Forum Post: Re: Multi-Select Picklist in MS dynamics CRM

    Andrii Butenko
    Check following articles: http://jianwang.blogspot.com/2009/01/crm-40-checkbox-style-multi-select.html http://mscrm4ever.blogspot.com/2008/12/crm-40-supported-multi-select-picklist.html
    on 16 Jan 2010

  • Forum Post: Re: How to remove the print button from the quote form?

    Andrii Butenko
    Hi, Adriana. This can be done using JavaScript. Check this article .
    on 17 Jan 2010

  • Forum Post: Error while exporting customizations

    Saurin Shah
    Hi, Every time I try to export customizations it directs to error xml page which looks like this : (also it is worth to mention that it happens to none of the other organizations on the same box but mine) <?xml version="1.0" ?> - <error xmlns:xsi=" http://www.w3.org/2001...
    on 18 Feb 2010

  • Forum Post: Create Convertable Entity

    Mehdi Ameri
    Hi everybody I want to create an entity that it can converto to other entity. Now I use Mappin in Relationship but I want to use Convert button. Please help me.
    on 3 May 2010

  • Forum Post: I would like to customize the Resolve Case window

    Beth McNally
    Hi. We have Dynamics CRM 4.0 installed. We use Cases extensively. I would like to move the Satisfaction Level field from the Case form to the Resolve Case form - but can not see how to accomplish this. We feel that it doesn't make sense for our users to complete the Satisfaction Level until the...
    on 21 May 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
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