Tagged Content List

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

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 Joe Dubs

Creation of Global Variable, accessible by each web resource

Hello! I'm a new Dynamics CRM developer and I have the following issue: I wan to build several web resources inside the Account Form. These web resources will need to retrieve the same information from the database but proceed with different actions. I don't want each web resource to...
Forum Thread | on 23 Jun 2014 by Nikos_C

Printing Company Logo in CRM 3.0 Form

I'm useing Microsoft CRM 3.0 and I made a lot of Customize in the Cases Main Form even I inserted the Company Logo in the Head of the Form but when I Printing the Logo not showing up on the Pages and I 'm trying from along time to do it but i couldn't . So could any one help me to this...
Forum Thread | on 7 Feb 2009 by SADIQ Al-TAMIMI

Error when changing mobile forms

Hi, Trying to create a personalized view on our mobiel app, but when i edit the fields in the account/contacts forms and try to safe/publish it, an error occurs... any tips?? (Can you also change the names of the entities in these forms?) Hope to receive some tips!
Forum Thread | on 10 Apr 2014 by LauraOnderweegs

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