Tagged Content List

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 JoeRBS

Customize which Activities appear in Notes control on a Form

I have added the Notes control to a form but would like to customize which Activities are available for a user to add. Specifically, I would like to remove Phone Call and push Appointments and Tasks to the top of the list so that they are the default to appear as the first two choices under Activities...
Forum Thread | on 18 Aug 2014 by JoeRBS

Import Solution GUIDs

Hi Guys, I have a quick doubt about solution importing and how does it impact GUIDs. Could anybody confirm that when an entity part of a solution is imported, the forms related to that entity had the same GUID in the target organization than the one in the source organization where the solution was...
Forum Thread | on 27 Jun 2013 by Jordi Delgado

Creating a lookup field to link a user account in a form (CRM 3.0)

I am having difficulty determining how to create a "lookup" form field in a custom entity in CRM 3.0. Ultimately, I wish to be able to send emails and tasks via a workflow rule to a person that is not 'owner' or 'owner manager', but instead to the user that is identified in...
Forum Thread | on 29 Oct 2008 by Ron M

CRM 2011 Sub-grid for Price List Matrix

I am trying to add feature to Price List entity to support matrix based price lists. I had created Price List Columns and Price List Rows entity and added 1-N relations to Price List entity. Now i have to add a subgrid in a Price List form (probably a new one) to let users fill matrix. So i need a...
Forum Thread | on 2 Jan 2013 by bahadirarslan

CRM Form Customization

I am trying to create a customized form in CRM where the population of one field will automatically trigger the population of another field based on the entity. For example, if the field is "country" and is set up as a lookup, I would like a following field called "region" to automatically...
Forum Thread | on 19 Feb 2014 by jeannie88

1:1 Relationships - changing what appears in the field with jScript?

Say I want to create a Country entity. Imagine I do it with the following attributes: ISO_3166-1 Code (this is the primary key) Name (English) Nombre (Spanish) Nom (French) Now, I would like to make a 1:1 relationship with the Account and Contact entities for a start. ...
Forum Thread | on 12 Aug 2010 by pmdci

Show the Parent Order on the Order Product Form

Hello, I am working in the Order Product form, and I am trying to add a field to show the users the Parent Order (Order Name or Order Number) on the form header. I have searched the available fields in the Field Explorer, but I do not see any fields that link the Order Product record to the Parent...
Forum Thread | on 8 Jan 2013 by PCR985

New forms for cases: Howto add activities?

Hi there, The new forms in Dynamics CRM Online are quite nice, but it seems not well thought. For example I couldn't find anywhere the possibility to add new activities other than phone calls and tasks. So my question is: Where or how can I add these within the new forms? Regards, Thomas
Forum Thread | on 26 Apr 2013 by ThomasO

Classic View by Default on New Forms

I am moving my team from Salesforce over to MS CRM and have created new forms in Accounts, Contacts, Opportunities etc to reflect the style and data they are used to. The one problem I am having is they are opening in the 'new' view rather than classic view. I need to somehow set the default...
Forum Thread | on 10 May 2013 by Scott in OZ

Assigning security role to form - no security roles to select!!

I'm trying to figure out what we may have done wrong... When I now try and assign a form to a Security Role in CRM I am told that there are no Security Roles available to be displayed. I know that this has worked in the past as we have assigned security roles to forms in the past. All I am seeking...
Forum Thread | on 11 Oct 2013 by SimonWest

Add more than one entity to Lookup field in Lookup Record dialog

I want to create a new Lookup field in a form and give the option (via dropdown) to select either Accounts or Contacts to perform a lookup. I know this capability exists as it is configured on one of my other forms. Unfortunately I did not create that form and for the life of me I cannot find where it...
Forum Thread | on 18 Jan 2012 by JoeRBS

Re: Adding checkboxes to a Microsoft Dynamics4.0 CRM form

Hi, thanks for the tip, I was wondering the same thing. Is this possible with more than 2 items? I would like to implement a field that could handle a list of items as check boxes (or something with the same functionality). Thanks & kind regards, - Art
Forum Reply | on 29 Aug 2008 by Art

printing forms in CRM online

Hello. Before I upgraded in January there was an option to print a lead/form either filled out with a lead's info or blank. Is that option still available? If so how/where? I can't find the answer in any of the self-help online sources. Thank you in advance for any assistance.
Forum Thread | on 4 Mar 2014 by Daniella Mechnikov

Text field keeping the original value

I have a custom expense claim from where you can add individual claim details. Inside that form I have a bit of JavaScript that calculates the total of cost (from two input fields) and inputs into a text field. That works all fine but if you go back in and edit the claim detail it over writes the amount...
Forum Thread | on 3 Apr 2014 by PEj