Tagged Content List

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 AlanCRM22

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 AlanCRM22

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

Deactivation of forms before CRM 2015 roll-up 1

Hi all, According the information we have received from Microsoft, we should deactivate forms from 2011 to avoid any errors in CRM 2015 roll-up 1. Fair enough that we would need to do this, but do we need to this for only customised solutions or the general solution aswell. Cause if we need to clean...
Forum Thread | on 17 Apr 2015 by Thue

Open Specific Form Based on Field Value

I have reviewed other posts regarding this subject, but was wondering if there has been any change (or if there is any planned change) on the ability of setting up a form to open up based on field value. Ex. If an account is a child account, open a main form designed strictly for Child Accounts...
Forum Thread | on 14 Apr 2015 by mcw1882

Entity Inheritance

Hi All, I am trying to extend the Case entity under Services. I am adding three lookups 1 - Product 2 - Category 3 - Sub Category Based on the selection of these lookups, the information that I want to collect differs, for example in some cases I only need description text, in some I need...
Forum Thread | on 6 Mar 2015 by Ray0900

Forms load very slowly on a terminal server

We are experiencing forms that load slowly in a terminal server environment. We are using CRM 2013 On-Premise in a Server 2012 R2 environment. In IE11 on a terminal server a specific form takes up to 10 seconds to load. The same form with the same user in IE11 on a local machine on the same network will...
Forum Thread | on 17 Feb 2015 by crmuser12345

Administrative Customisations CRM

Hi, Within Customisations > Customise the System, account forms can be edited. If you are editing these forms within a particular business unit will the changes effect CRM globally across all business units? Is there a specific place where you can edit account forms, for example, within your own...
Forum Thread | on 15 Jan 2015 by soziblewuup

Best way to store and display percentage field in CRM dynamics?

Hi, This may seem like a trivial question, but I was wondering what was the best field type to store and display a percentage in CRM Dynamics entites / forms? Also, in all the formats supported for the field types, am I correct that "Percentage" is not there? This is quite surprising...
Forum Thread | on 14 Nov 2014 by quite_dynamic

Receiving Emails In CRM

Hi Everyone, If I'm in a leads in CRM, I can look at notes, activities, posts etc... I know I can email potential customers from CRM by clicking under activities and on send an email. However, what I'm trying to see is if there is a way to connect their replies back to CRM. If anyone has any...
Forum Thread | on 13 Nov 2014 by kbdinkin

Customizing the balloon forms

I have looked through the entities many time and cant see where I can customize the forms which show as ballons. e.g. When the address line is clicked and balloon opens next to it so I can enter the address details. Where can I find this ? Thanks again.
Forum Thread | on 28 Oct 2014 by henda79

Repeating Fields

Does anyone know of a way to create repeating fields in a form? My CRM is being used to manage training activities so I've created a form that represents a class. Below the initial fields that identify the class, date, instructor, etc. I had a vision for multiple rows of fields with each row representing...
Forum Thread | on 26 Oct 2014 by Jim Gordon

Types of fields

What types of fields are "CONTACTS" and "RECENT OPPORTUNITIES" in the Accounts form (this is the default form)? I haven't been able to figure out what that are.
Forum Thread | on 24 Oct 2014 by James F.