Tagged Content List

Only year in a date field

I have a form where people can enter a date or pick from the calendar. dd/mm/yyyy. However, there will be times where we do not know the day or month so people will only want to enter the year. This field will not allow this. The solution seems to be to create another field for year only. This seems...
Forum Thread | on 25 Apr 2016 by jsteelecrm

CRM Online multiple forms issue when working in Outlook.

I have discovered an issue when working within Outlook 2013 and using the Track and convert to case functionality. If the user has access to multiple Case forms, when using the above process - once the Case form has been launched from within Outlook, the user is unable to select a different form, although...
Forum Thread | on 12 Apr 2016 by GarethN

2011 Information Form vs 2016 Product Form

Need just a quick answer here. The 'Clone' button was not working on the updated 2016 'Product' form. So, I rebuilt the customization in the 2011 'Information' form and now the Clone button works. Is there any impact I should see when using the 2011 Information form for Product...
Forum Thread | on 23 Mar 2016 by Chrisbra

CRM 2016: Set Entity Form based on Field Value

Has there been any new functionality added with the update to CRM which allows for setting the forms based on field value? Currently, code is required to make this happen. I originally posted the question for CRM 2015 here. https://community.dynamics.com/crm/f/117/p/157879/386353
Forum Thread | on 14 Mar 2016 by mcw1882

Setting Quick Create Form - not working

Hi All, I've created a new quick create form for cases but I can't get it to appear. After creating the form I have saved it, set the order so my new one is at the top, published customization. But it's still showing the old form when I click the quick create button. I've tried saving...
Forum Thread | on 17 Jan 2016 by Joel Cahill

CRM Form to pdf

Does CRM online, support the capability of changing a CRM-form into a PDF file that includes all the data in the present fields on the forms. If not, what would be a good solution? Thanks in advance..
Forum Thread | on 14 Jan 2016 by suleiman.ali

Forms starting to not load in CRM 2015

My company upgraded to CRM 2015 from CRM 2011 about 3 months ago. After many, many trials & errors, our system now seems to be running fine. Yesterday, after making some enhancements in one of our solutions that is on our Development server, I imported it into our Test Org. As I started to test...
Forum Thread | on 12 Jan 2016 by Erie County Programmer

Supported method of loading CSS stylesheets to Forms in CRM 2015/2016

Hello! Our company has been using CRM for over a decade and it has become a very important part of our business. We are currently on CRM 2016 on prem. We are very happy with all of the improvements made however, our users absolutely hate the new color scheme. In addition, we need entity specific and...
Forum Thread | on 8 Jan 2016 by jccjohn00

RE: Accommodating small / laptop monitors with CRM 2015+

We are going to look at creating a separate set of forms for those users who are on small laptop screens, and collapsing the process flow automatically for them. It's not perfect, as scrolling the entire header with the body would be ideal, but we'll try to make it work. We may also try to...
Forum Reply | on 6 Jan 2016 by Eric Vasbinder

Field TabIndex order in form section

Hello, I have a section (two columns format) with multiple fields, and would like: when user press "Tab" (on keyboard) to move from left to right, not top to bottom. Is there an out-of-box way to do this, or supported JavaScript code? Thank you Mihailo
Forum Thread | on 5 Jan 2016 by Annie

On-Line Form Issues

I'm very new to CRM Online, so please forgive me if this sounds silly. I'm trying to edit a form, but none of the fields are staying. What am I doing wrong? Is the customization process different from online to on-prem? Thanks.
Forum Thread | on 10 Dec 2015 by mocruz255

Accommodating small / laptop monitors with CRM 2015+

Hi all, We are currently rolling out the use of Dynamics CRM 2015 on premise to our sales staff. Many of them are remote, with small 15" laptop monitors. When viewing our forms, with header, footer, and process flow showing, there is only a very tiny window for the actual form screen to view...
Forum Thread | on 10 Dec 2015 by Eric Vasbinder

Spell Checker in Firefox Not Working

Hi, I'm using Firefox for CRM Online, If I make a spelling error it underlines the word, I can right click, chose the correct word but it does not change to the correct word? Could this be a setting in Firefox or CRM, I have checked internet explorer and it works fine. Thanks,
Forum Thread | on 9 Dec 2015 by CRM22

map sub grid on one form to another form?

Hello. I have a form in the contact entity that is a sub grid listing the qualifications that a contact has. I also have an interview form that is a look up to the contact. On the Interview form I want to map the qualifications already associated with the contact being interviewed How can I map...
Forum Thread | on 27 Nov 2015 by hostis

Order of Actvities in Social Pane

Hi, Is it possible to change the order of how the activities appear in the social pane, for our social pane it displays the most recent modified activity first, can I change the order to created on DESC? Thanks
Forum Thread | on 25 Nov 2015 by CRM22

Mapping Addresses

Hi, For a couple of accounts, their location wont populate on the bing map in the account form , even though the address exists and it has a lat/long. I looked at the "Available Addresses" for the bing map to use and it was only Address1 or Address2 , is there anyway I could get it to use...
Forum Thread | on 11 Nov 2015 by CRM22