Tagged Content List

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

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