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CRM 2015, how do I show/hide a Quick View Control using JavaScript?

javascript,crm,xrm
I have a Policy form based on a Policy entity, I want to show or hide a Quick View within that policy in a section. I got the name for the Quick View as "secCommercialClient" and "secPersonalClient", however I cannot seem to hide/show these quick views. I can do it...

VTiger - Custom field with a DB value

php,mysql,crm,vtiger
I need to create a custom field into contacts module. But this field must not be editable. It have a value from a database query. How can I do it? Thanks...

Get Users Appointment details using javascript onload in CRM 2015

dynamics-crm-2011,dynamics-crm,crm,dynamics-crm-2013,dynamics-crm-2015
Is there anyway to particular crm users appointment details using javascript ODATA or is there any other way. Thanks Vishnu...

Creating a Web Resource Web Page that Calls a Web Resource Javascript CRM 2015

javascript,sdk,dynamics-crm-2011,dynamics-crm,crm
I am using: /// <reference path="https://benelfakir.crm4.dynamics.com//WebResources/new_sdk_rest" /> But I get this message error <Message>ReferenceError: SDK is not defined</Message> that is my code /// <reference path="new_/Scripts/sdk_rest.js" /> function load() { var AccountId = Xrm.Page.data.entity.getId(); alert(AccountId); var account = {}; account.Description = "Updated Account Name odata"; SDK.REST.updateRecord(AccountId, account, "Account", "", errorHandler); alert("done");...

Crm2011:How to restrict deleting invoice-product

dynamics-crm-2011,crm
Any approaches to prevent invoiceproducts from being deleted? And pros and cons of these approaches. Plugin: capture deleting invoiceproducts request. UI script: Disable "Delete Invoice Product" button on the 'Invoice Products' button. Permissions: set up permissions for InvoiceProducts like other system entities. Thanks in advance...

Database schema for activity related to many entities [closed]

mysql,database,database-schema,crm
How to build a nice schema for activities in a database? One activity can relate to one of 50 different entites. For now i see only 3 solutions: Table "activity" contains 50 columns with foreignkeys to the other entities. This results i a very big table, which i do not...

Dynamics CRM xrm.cs compile error

c#,crm,microsoft-dynamics,xrm
I'm trying to connect to CRM using steps declared in this link https://msdn.microsoft.com/en-us/library/gg695790.aspx Error Server Error in '/' Application. Compilation Error Description: An error occurred during the compilation of a resource required to service this request. Please review the following specific error details and modify your source code appropriately. Compiler...

How to Detect Duplicate record in CRM 2013 on Create (Pre-Validate ) Plugin

plugins,dynamics-crm-2011,dynamics-crm,crm,dynamics-crm-2013
I am writing a plugin which will detect duplicate ID on Create and will restrict the user to enter a new ID instead. NOTE : I CANT USE DEFAULT DUPLICATION METHODS PROVIDED BY MICROSOFT DYNAMICS 2013 or 2015. THIS IS A SPECIAL CASE. Following is the code of my plugin...

Restart or no Restart after config file change

sql-server,reporting-services,dynamics-crm,crm
I have to make a small change to a SQL server config file (http://www.msbicoe.com/post/2013/05/06/SSRS-2012-Report-Server-cannot-load-the-TERADATASQLPDW-Extension-Error.aspx). Do I need to restart the server in order for the changes to be made or will it be fine without? Determines if I have to wait till an appropriate time to take the server down...

CRM Javascript Automatically Populated a Look-up Value with a specific field

javascript,dynamics-crm-2011,crm,dynamics-crm-2013
I'm trying to write a javascript on CRM Phone Call page. We have a custom look-up field called new_department, and we want to automatically populate the field with value "IT" (there should be one) when the form is opened. The thing is we have a separate Dev and Production CRM...

Limit the result from FetchXML query in CRM online 2015

dynamics-crm-2011,crm,dynamics-crm-online,fetchxml
I am using a service that gets data from CRM ONLINE and transfers it to SQL database for reporting purposes. I am using the following Fetch XML query to query CRM string fetchXml = string.Format(@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='new_studentinformation' enableprefiltering ='1' prefilterparametername='CRM_Filterednew_studentinformation'> <attribute name='new_studentid' /> <attribute name='new_primaryhomeroom' />...

crm 2011: How provide a frendly response after discarding a request in a plugin

dynamics-crm-2011,crm
Just as the title, how to provide a friendly feedback after discarding a request in a plugin? Thanks in advance ...

How do SAP and Navision interact with third-party applications?

sap,crm,erp,navision
I am developing a business application and, provided that many companies look for integration, I would like to make it "compatible" with business systems like SAP or Navision. What mechanisms do these systems use for importing/exporting/syncing data with third-party applications?

SQL Duplicate rows

sql,salesforce,crm,exacttarget
I am writing a SQL query for my CRM. My table looks like below: EML SubKey ---------- A A A 1 B B C 2 I want to select unique emails and duplicate emails with non-numeric subkeys. The result should look like A A B B C 2 Please help...

Microsoft CRM 2011 - Created new user unable to access the system

crm,microsoft-dynamics
I have created two accounts from the Active Directory, and those accounts are unable to access the system, but the account that was used to create the Organization for the first time doesn't seem to have that problem. The error on the website with DevError set to On : An...

Disabling all Fields on a Form in CRM 2015 [duplicate]

javascript,c#,crm
This question is an exact duplicate of: setDisable for all fields of a Section in a Crm Form 3 answers hi I want Disable all fields on a frorm in CRM 2015 on save using plugin or Jscript...

vTiger Customer Portal and Server Admin on different Subdomain / Customer Portal Email not being sent

php,email,crm,vtiger
I have installed vTiger Server on http://crm.example.com and the Customer Portal at http://portal.example.com now when i try to create contact with Portal User (Access) the user don't receive email about their login credentials. Configuration: Outgoing Mail Server - OK (I can send email within Mail Maneger) Check Portal User -...

CRM 2013 - Getting input from non crm users

crm,dynamics-crm-2013
We have a CRM 2013 solution. It holds information about supervision/auditing sessions with various third parties. The third parties are not CRM users but it would be valuable to have them pre-answer a line of questions and get that data into the system before the actual session. Does CRM offer...

Javascript in Ms CRM (with odata query) is not working?

javascript,crm,microsoft-dynamics
I created a javaScript(by the way i learned it yesterday only ) this script is set to fire upon OnSave event of Accounts entity . I build a odata query using query builder tool that i found on Internet which is supposed to retrive all the tasks ($select=ActivityId,CreatedOn ) and...

CRM Advanced Find all the icons in wrong place

dynamics-crm,crm,dynamics-crm-2013
I've just loaded up the advanced find and I cant click on half the icons/drop downs as they are all in the wrong place. It works fine on other servers and other machines. It appears as if its a CSS problem. Any Ideas ...

List Entity Relationships in Dynamics CRM 2013/2015

c#,powershell,dynamics-crm,crm,microsoft-dynamics
Is it possible to return a list of relationships on a particular type of entity (not an individual record) using the CRM/XRM SDK? For example, if I have an entity called "Case" and I need to see if it has a relationship with "MyCustomEntity" is it possible to query the...

CRM 2013 Get CRM URL via Custom Workflow

c#,workflow,crm,dynamics-crm-2013
I have a requirement for getting a CRM URL via a custom workflow to use in the next step which is to send an email. The reason for this is to differentiate to users which server this email has come from (UAT/Live). I have been trying to use HTTPContext route...

Email from Lower Hierarchy User to Upper Hierarchy User(Parent Business Unit) by workflow in MS CRM 2011?

dynamics-crm-2011,dynamics-crm,crm,dynamics-crm-2013,dynamics-crm-4
I want to create Workflow for Un-Attended Lead more than 24 hours then Email will shoot Automatically to User as {BM(BranchManager)} My Business Unit Hierarchy is : Main Organisation >> RBH Trading(Head) >> BM Trading(Branch Manager) >> RM Trading(Relational Manager) ![enter image description here][1] So, if any RM will not...

CRM2011: create a role that is able to delete invoice products, but not able to delete the invoice

dynamics-crm-2011,crm
Is that possible to define a security role that is not able to delete any invoice but able to delete invoiceproduct of any invoice? The environment is not customized, and the definition( Tab:Mscrm.Form.invoicedetail.MainTab-->Group:Mscrm.Form.invoicedetail.MainTab.Groups-->Group:Mscrm.Form.invoicedetail.MainTab.Save-->Controls:Mscrm.Form.invoicedetail.MainTab.Save.Controls) for the ribbon button is <Button Id="Mscrm.Form.invoicedetail.Delete" ToolTipTitle="$Resources:Mscrm_Form_Other_MainTab_Management_Delete_ToolTipTitle"...

“An unexpected error ocurred” CRM2015 OnPremise Plugins

plugins,dynamics-crm,crm,dynamics-crm-2015
For 2 weeks we have been experiencing a small totally random issue with plugins in CRM 2015 OnPremise. When we make an upload, randomly and without much sense (at least according to analyze all code does not) plugins are throwing us the following exception: The Web Service plug-in failed in...

Build an Improved CRM dynamics 2011,13,15 Online Import Tool

crm,microsoft-dynamics,xrm
Wanted to build an online import tool for CRM dynamics 2011,13,15. It is not a tool to compete with Scribe or SSIS adapter. Rather it is tool to help the normal business users to use. Or data professional who wants to upload a small amount of data without using a...

How do I read an attribute below in CRM 2011 using javascript?

javascript,dynamics-crm-2011,dynamics-crm,crm
I am looking for the most simplest way of writing javascript code to read an attribute(s) from the fetch xml given below. I have bumped into very complex ways of doing it. Can you suggest a quick and efficient way of doing it. <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="bch_delegate">...

Dynamics CRM 2011 shows unsaved data pop-up on close when no data has changed

dynamics-crm-2011,dynamics-crm,crm
On our Dynamics CRM 2001 website, I have a weird problem. When I open a record and then close it without modifying anything, I get the pop-up that says I have unsaved changes, even though nothing was changed. How can I fix this?

In CRM 2011, best way to send information from javascript to plugins

dynamics-crm-2011,dynamics-crm,crm
I have an HTML web resource on a CRM 2011 form that users will be entering data into. This data will be required by CRM create/update plugins if the user chooses to save the main form, but there is no functional requirement that the data needs to be saved to...

How to retrieve Business Component rows in SIebel Open UI PM?

javascript,crm,siebel
How can I get field values of BC from Presentation Model in Siebel Open UI? I was trying: SiebelApp.S_App.Model.GetBusObj("").GetBusComp("") but Model is not recognized. I also tried creating model with GetModel() function, but it didn't succeed....

The right way to create a reminder workflow at suitecrm?

php,workflow,crm,sugarcrm,suitecrm
I am trying to create a reminder workflow at suitecrm. The reminder workflow should send a warning email to my email address if my "ticket module" (a module i built using module builder)'s "status" field stays pending for two days I followed the link (here) exactly like it says. My...

Why is my Enitty.Contains(attributeField) returning false when I am able to set the value?

dynamics-crm,crm,dynamics-crm-2013
I have a block of code that is not working as I thought it would. I have set an Entity up as follows and have a previous guid. parentEnt = new Entity("vehicle_ent"); parentEnt.id = guid; Now when I do a check with a statement: if (parentEnt.Contains("attribute_field")) { parentEnt["attribute_field"] = "test";...

Field value is null in Opportunity Product PopOut Screen crm 2013

crm,dynamics-crm-2013
When i open an opportunity product screen from Opportunity. I am able to get value from the following line Xrm.Page.getAttribute("opportunityid").getValue() But when i click on PopOut button On load of that form the value of Xrm.Page.getAttribute("opportunityid").getValue() is null...

How do I use the custom publisher prefix when creating a new entity field in CRM 2013?

dynamics-crm,crm,dynamics-crm-2013
I need to create a new field on a custom entity in a Microsoft Dynamics CRM 2013 solution. When I create the field the name is prefixed with an static "new_". I can see that there is a default publisher with this prefix and a custom one with another prefix....

Does a method to import/bulk import data into CRM 13 using the same CSV file but only adding new data exist?

excel,csv,import,crm,dynamics-crm-2013
I have a situation where I have imported a bulk file of the Account and Contact records into CRM 13, and duplicate detection has kicked back a lot of the info for Contacts as failed because of duplicate data that ties back to the Account record. Here are the steps...

Microsoft Dynamics CRM 2013 - Create Popup/Dialog

popup,crm,microsoft-dynamics
I'm currently trying to create a popup like this: http://i.stack.imgur.com/faqQA.png But i don't know where to start. Is it a Webresource? If yes is it done via JScript or ASPX?...

Get Password Value When Creating Account during WooCommerce Checkout

php,wordpress,woocommerce,crm
I am connecting to an external CRM API where I am trying to create an account using the same username and password (that a customer creates when signing up on the checkout page) for both accounts. It is possible to get the user password before it is hashed with Wordpress?...

How to get CRM 2013 Online Database schema

dynamics-crm-2011,dynamics-crm,crm,dynamics-crm-2013,microsoft-dynamics
How can i get database schema for my Dynamics CRM 2013 Online? Is it possible in CRM 2013 online? If it is possible to get database schema, can you tell me any procedure?

How Do I Signal Browser To Make a Call Through Five9?

crm,phonecalls,five9
I'm making a custom CRM and need a dialer button or link to place a call. I want to have a button on a phone number where I can click it and Five9 will automatically call it over its SIP service. If I have installed the Five9 Desktop Toolkit, does...

In CRM 2011 how to create a record and associate it in the same ExecuteMultipleRequest

dynamics-crm-2011,dynamics-crm,crm
I'm struggling to find a way to use the ExecuteMultipleRequest to create a record and associate it to other records at the same time. So far I've only been successful in first creating the record, and then in another request set up my associations. With this code it throws an...

Error in QueryExpression with PartyList

c#,.net,dynamics-crm-2011,dynamics-crm,crm
I'm trying to retrieve appointments whose "requiredattendees" contains on one of entities from account list. requiredattendees have a type of PartyList. My query looks like: var query = new QueryExpression("appointment") { ColumnSet = columnSet, Criteria = new FilterExpression(LogicalOperator.Or) }; And adding conditions : GetAccounts() .Select(a => new ConditionExpression("requiredattendees", ConditionOperator.Contains, a.Id))...

Is it possible to add and configure Dynamics CRM workflows with Powershell

powershell,dynamics-crm,crm,microsoft-dynamics
Is it possible to deploy a managed solution to Microsoft Dyanamics CRM 2013/2015 with plugin assemblies via the UI, then use a PowerShell script to add workflows, and steps?

CRM 2015 Outlook Plugin error

outlook,crm,microsoft-dynamics,dynamics-crm-2015
I am getting the following when trying to install the CRM 2015 plugin for Outlook: I have Outlook 2010 32 bit version installed and I downloaded the 32 bit version of the CRM 2015 Outlook plugin. thanks, Stephen...

Crm2011: possible ways to hide delete ribbon button for [invoiceproduct] detail form

dynamics-crm-2011,crm
Just as the title, what are the possible ways to hide the delete ribbon button for [invoiceproduct] detail form. When I log in as admin, I can see the delete button on the [invoiceproduct] detail form. However, when I log in as a special user who does not have the...