Tagged Content List

setFocus on Notes/Annotations section?

Hi, Is it possible to setFocus(cursor) on the notes/annotations section , if a field has a value of YES. Then the user enters in a note? Can I go this through javascript or a business rule? Thanks
Forum Thread | on 7 Oct 2015 by CRM22

Calling Dialogs in a form.

Hi, Im trying to use multiple dialogs on a form. The dialogs are activated when a fields value is changed. But on one of the fields the wrong dialog is changed. I have checked the code and it linking to the correct dialog,. Is there a limit to how many dialogs can be called in a form? Thanks
Forum Thread | on 6 Oct 2015 by CRM22

How to add the command bar buttons to CRM App

Hi, Is it possible to add the command bar buttons to the crm app. An example of when I need the command bar , is when I want to qualify a lead but I can seem to do it in the mobile app? Is it possible? Thanks
Forum Thread | on 25 Sep 2015 by CRM22

notes for custom entity not displaying

I currently cannot add or view notes for my custom entity. When I go to the notes section it says "Loading". When I do a print preview I can see the notes. Any thoughts?? I am currently running Microsoft CRM Online 2015 Update not Update 1.
Forum Thread | on 16 Sep 2015 by chicago60607

What's the best way to provide for large daily data entry sets?

We have >30k CRM Online accounts. Offline (in Excel) we manually capture an additional 200 unique data points for each account. Each data point can be 1 of 5 options. What is the best way in CRM Online to provide for this kind of large data capture on a daily basis? I could create 200 option lists...
Forum Thread | on 7 Sep 2015 by ara

RE: Unable To Create Form(Entitlement)

Hi Rahul, I don`t know the reason why the forms were deleted, but anyway you could export the same entity from another org (preferably in the same version) and import into your current org so the form will be also imported.
Forum Reply | on 25 Aug 2015 by Flávia Takushi

How to mark form as being saved?

In the Dynamics system that I'm working on, there is an entity with a custom form. There is a special field on this custom form. When it contains certain values, the Javascript code that handles the save event for the form cancels the default event with eventArgs.preventDefault() and instead executes...
Forum Thread | on 18 Aug 2015 by Daniel Allen Langdon

Form Based on Status of lead and Security role

I want to create a form that hides lead contact info to certain security roles only if the lead has been designated as expired. So, before the lead is expired, sales reps can see contact info for a lead. After it is expired that info isn't visible to them anymore. Is this possible?
Forum Thread | on 17 Aug 2015 by furibe

Slow loading forms following update to CRM 2015 Rollup 1 Online

Hi, We were upgraded to Roll-up 1 a couple of days ago by Microsoft and since then we have noticed a real degradation in the performance of forms loading. It's not every time a form loads, perhaps 1 in 5 times, but it can take up to 2 minutes to load a standard form. It is not limited by entity...
Forum Thread | on 12 Aug 2015 by Steady

Possible to show Account Address on Appointment Form?

Hi , Is it possible to Show the Address , from whatever is entered in the regarding field. In the regarding field it could be an account,lead, opportunity, contact names. I would like to also display the addresses that belong to the account, lead , opportunity, contact. Thanks
Forum Thread | on 11 Aug 2015 by CRM22

Blank Contacts??

Hi , This might be a silly question, but here goes. I have a lot of contacts with no data at all. I created a filter where Full Name- Does Not Contain Data. When I click into any of the results the form is returned blank . I then added Customer Name(Client Ref) to the column view and it returns Names...
Forum Thread | on 7 Aug 2015 by CRM22

CRM Auto-Generating Cases in Error

Users are inputting cases but CRM is auto-generating new cases with the same information despite multiple required fields in the form. For example, in the below 4 cases have generated by the same user within the same minute for the same ID number. Is there any way to prevent this?
Forum Thread | on 30 Jul 2015 by erin_dunbar

Dynamics Online - display account documents on Account form

We've got the SharePoint / CRM integration working without issue but I'd like to extend the functionality to allow any documents relating to an account to display in a grid on the main Account form rather than a user having to use the menu bar to select documents (great if you know there's...
Forum Thread | on 7 Jul 2015 by ArnieO

Why is my Real-Time Workflow not working?

Hey everyone, I previously posted that I was trying to create an approval process, and I've had some success. I was able to build the form and process in the Order entity with no problem, however the workflows seems to be not working. For the first workflow I wanted an email sent to the manager...
Forum Thread | on 11 Jun 2015 by beanznotes

Image catalogue on Form for event planning

Hi , Is it possible to create an Image catalogue, and add it to a form layout? This would be for something like event planning, where the user could see how stalls at previous events had been set up , by looking through the image catalogue.
Forum Thread | on 4 Jun 2015 by CRM22

Different Case forms for different departments, BUs

We've been using the Service, Cases funcion of CRM 2013 for a while now, but only in one single department that has some customizations (additional required fields, removed all that is not needed) to the Cases form. We now have to start using Service with a second totally unrelated department/Business...
Forum Thread | on 24 May 2015 by CypherMike

International Phone Number Validation ?

Hey , im completely new CRM and JavaScript, Im looking for a way to validate the entered phone number in the form. I can check whether its a digit or letter, less then 1 or greater then 15 digits, I can format the number to (XXX-XXX-XXXX).But what im looking for is if the user enters in a phone number...
Forum Thread | on 22 May 2015 by CRM22

Trouble with Script to Load a Form Based on Field Value

Having difficulty getting this to work. Topic was previously addressed at the following: https://community.dynamics.com/crm/f/117/p/157879/386353 I have 3 custom forms under the Account entity. There is a custom option set field "new_accounttype" which has 3 items. Customer Location...
Forum Thread | on 19 May 2015 by mcw1882

Group of occasional CRM users only need access to 1 form but HOW?

I have a group of users who, when required, need to log in to the CRM and only see 1 maybe 2 forms. These forms will not look like my normal user forms so I need to design them. What will be the process to restrict what they will see and for access the form(s) I design for them. For the sake of this...
Forum Thread | on 23 Apr 2015 by Alcione