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  • Forum Post: Re: Adding checkboxes to a Microsoft Dynamics4.0 CRM form

    Art
    Hi, thanks for the tip, I was wondering the same thing. Is this possible with more than 2 items? I would like to implement a field that could handle a list of items as check boxes (or something with the same functionality). Thanks & kind regards, - Art
    on 29 Aug 2008

  • Forum Post: Re: A course edition linked to a year

    Leon Tribe
    Add a year attribute to the course form and then you can advanced find off this field. Leon Tribe
    on 9 Sep 2008

  • Forum Post: Re: Double byte character support

    Leon Tribe
    Yes it does. I've worked on systems with Japanese and Chinese and it worked without a problem. There is one inconvenience in that name sorting is assumed to be off the second name (the western surname). This is not always appropriate given the traditional Chinese name is written with the family...
    on 24 Sep 2008

  • Forum Post: Customize "Convert Lead..." function to copy a custom field.

    Mariano Minoli
    Hi all, We are customizing a CRM 4. We want to use Leads and the function of "Convert Lead...". The problem we have is that we have created a custom field on Lead entity and we'd like that this value (in Lead) copies into the new Account created ¿Is there any way to configure...
    on 4 Nov 2008

  • Forum Post: [Solution] Can't remove field from form, is being used by system or company

    MartinNr5
    Hi. I've added a number of custom fields to a form and later decided to remove them but when trying to do so CRM won't let me. The error message is (translated from Swedish): "The field you are trying to remove is being used by the system or the company." (If anyone has the actual...
    on 5 Jan 2009

  • Forum Post: Case Resolution fields into email template

    RandyRAIR
    How do you bring the case resolution details into an email template? We are using CRM 4.0 and send an email to select individuals when a case is closed. These users are requesting the resolution information be included in the email. Can see where it is stored but we are missing how to bring that into...
    on 3 Sep 2008

  • Forum Post: Notify owner when another user updates their case

    Damon Hudson
    I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...
    on 16 Mar 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: empty list of fields in Advanced Find

    François ROLLAND
    Hello We have customized the "Contacts" entity by adding 4 new attributes. It is now impossible to select any field when creating an advanced find, (even when connected with an administrator role) : the Fields list is empty, and only the Related list is visible. Of course, we did not modify...
    on 27 May 2009

  • Forum Post: Creating a Multi-Select Checkbox-Picklist

    Diamond Holland
    I am trying to create a Multi Select Checkbox-Picklist, I am using Microsoft Dynamics 4.0 Hosted Partner. I know that MSCRM by default does not provide any control for multiple selection, To make this happen I have to go for customiziation using Java Script. The following code snippet in Java script...
    on 3 Jan 2011

  • Forum Post: making several picklists auto populate based on selection on one picklist

    David Richards
    I’m needing some help with a bit of java scripting I’m trying to do. I better explain what I’m try to achieve first. On my form called “Customer selections” under the section called “Exterior colour scheme” the first field listed is “Exterior colour scheme”...
    on 31 Jan 2011

  • Forum Post: Advanced Find - On or After today's date

    MonicaB1979
    Hi! I'm new to the board...and I can't seem to find a way to do what I am trying to do. My company has not upgraded, and are still on version 4.0 (4.0.7333.2747). I am trying to do exactly what this poster needed to do, but I do not have the "expired" option. "In the Advance Find...
    on 4 Oct 2012

  • Forum Post: Labels Not Displaying on Certain Form Tabs

    dwigglesworth
    I have customised an entity form (Leads) using the Form Editor to include some new fields. Now there's a problem displaying the labels for 3 tabs within the form in IE - when I load the form there is no label for the following labels; General, Details and Notes & Activities. I have specified...
    on 15 May 2013