Tagged Content List

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.

view custom view according to navigation menu

dear all, i have a contact entity that have 2 different type : patient,doctor. i save each of them in the contact entity. i design the navigation menu to have a patient and doctor each of them point to the contact entity. so i want when click on patient move to contact entity and display a view...
Forum Thread | on 1 Oct 2014 by Hamzeh Zawahreh

Dynamics CRM 2013 - Form Customization

Hi Guys, I am new to the world of MS CRM but already have a good grasp. I have it installed and running but now on to the stage of customizing it to suit our business. Currently I am trying to customize the Lead forms. I can add and remove fields to and from the form but if I try to change any of the...
Forum Thread | on 30 Sep 2014 by henda79

Connecting forms from SharePoint Online to Dynamics CRM Online

I was wondering how I'd go about connecting forms from my Office 365 public website (leveraging SharePoint Online) to my Dynamics CRM Online deployment. Best case scenario, a customer fills out the form on my website, and their information gets dumped into CRM Online as a new opportunity / lead....
Forum Thread | on 26 Sep 2014 by Tangram

New Opportunity Entity

Hi, i need to create a new Opportuity entity to my company's CRM. There is already an Opportunity Entity but we need to create a new one for different products. is this possible? If it is not possible, can we create a new form which will only depict the different products?
Forum Thread | on 1 Sep 2014 by Alexandros Miaris

Use quick create form as default?

I have a custom entity that I want to force the quick create form when users create a new record but revert to the 'classic' form when viewing the saved record. Is this possible?
Forum Thread | on 20 Aug 2014 by Joe Dubs