Customer Engagement & Dynamics CRM Forum

Latest Discussion Posts

  • Good morning, Our organization uses the connections grid of an opportunity to connect other opportunities together. Does anyone know of a way to create a dashboard view that shows you all open opportunity records that are not already connected to another ...

  • @Kyle Polliard - Thanks for the "Shout Out" regarding mscrm-addons.com and DocumentsCorePack ! Sean - if interested in seeing how easy it is to do one to many relationships (or much more complex relationships) with advanced filtering capabilities for ...

  • Hi Jonas, That was my original approach and it wasn't actually updating the entity. Though I did the attribute add syntax a little differently: var updContact = new Entity ( myContact . Name , myContact . Id ) ; updContact [ "myattributename" ...

  • @Tim Neau I would highly recommend the xrmToolkit (not toolbox). It automatically generates proxy entities that takes care of a lot of these "gotchas". So you don't to worry about it and just focus on what you need to do with your plugins. *Although ...

  • Hi Tim This is one of the classic mistakes in plugins - you're not alone :) What you need to do is instantiate a new Entity for the record you want to update, with only the attributes to update added to it. If you have a record instantiated as myContact ...

  • Hi Sean, have you heard of or looked at dox42 yet?  It's a third party document generation tool that allows you to do exactly what you described above. You can (with one click or flow) generate a document + email it (or generate a draft email) with ...

  • Sorry I misread your problem. In this case, I would suggest you to use url iinstead of entity in a site map, and then the url should be of the format: "https://trial.crm3.dynamics.com/main.aspx?etn=contact&pagetype=entitylist&viewid={00000000-0000-0000-00AA-000010001004}&viewtype=1039&navbar=off&cmdbar=false" ...

  • Hey Jay Thanks for the help but I think I'm thinking something different. On our site map on Unified Interface we have two different views for contacts on for "dealer" contacts and one for "farmer" contacts. The functionality I'm looking for is to click ...

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  • I created this project with the purpose of helping people develop js web resources. This project can help you with design, coding, testing and make your web resource production ready. If you have any questions, feel free to ask. The project will also ...

  • You cannot export the Default Solution as a Managed Solution, and you cannot deploy a complete Default Solution from Microsoft Dynamics CRM on-premises to Microsoft Dynamics CRM Online or the other way around. You can deploy a custom Solution between ...

  • One of the key things in CRM is to work with Queue items. Once the case has been created in CRM, We move the case to a particular queue manually or automatically with the help of Route Queue functionality which is available OOB .  The main ...

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