Open a form on clicking a cell in a grid
Is it possible to open a form that displays related data when I click on a cell in grid ?For example, if I have a column called 'Expenses' in grid that displays expenses by an employee, then clicking...
View ArticleCRM E-mail Subject Encoding
Hello,Is it possible to configure Subject Encoding for outgoing e-mail messages in CRM 2013? I have several e-mail templates and most e-mails are encoded iso-8859-2,but there is one e-mail template...
View ArticleTemporary Increase in Post Quota
Hi, everyone out there!I have a very big and tricky question:How can i add and extra package for my monthly post quota, but only temporarily?Example: To increase from 40,000 posts/month to 1,000,000...
View ArticleAuto-created contacts from e-mails received - who is the owner of the records?
Hi all,Our CRM 2013 system is set up to auto-create contacts from e-mails received. The e-mails generate cases through the Auto-Case creation rules. I was wondering what determines the OWNER of the...
View ArticleDynamics Connector - Product Name instead of Name Alias?
Hello,I'm working with the Connector for Microsoft Dynamics to integrate CRM 2011 and AX 2012. A problem I'm having with the Item service to Product map is the name field. Product Name in CRM should be...
View ArticleAX2009 Production Order getting error message ( Cost Category has not been...
users has created Production order and trying to firm the work order, but getting error messageCost Category has not been Specified can some one please where to look for ? and how to fix this...
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Route set up sequence
Hello everybody,I created a route for producing a product as follows:But when I go to job registration on the resource for Oper. No. 20 I see the job there. How should I set up the route so that the...
View ArticleExport Data
Hi!I'm executing a job, and in the job I print some things in the console (print Windows), in the code I put a pause for the moment that I want to view the thing that I print, but I cannot copy the...
View ArticleAfter product receipt the purchase order i need to edit the Qty
Dear All,In purchase order screen i need edit the qty for after product receipt,Any one knows the it's possible or not.
View ArticleAdd List Price in Originating Currency to SOP Invoice
HiI have a client who has just started selling in additional currencies. I went to update their modified invoice layout as it was not printing in originating currency (the wrong fields were being...
View ArticleProduct Model Configuration
Hello all, I am looking to find the maximum load a model can currently take. My company sells a highly configurable product. The models will have a maximum of 19000 BOM Line Items, 835 Attributes....
View ArticleSmartList Designer - anyone experiencing performance issues?
HiAfter a bit of feedback from others. I have been setting up the odd new option using SmartList Designer. I have had two main scenarios I was asked for:- Segment Descriptions attached to the...
View ArticleWorkflowHieararchyProvider - circular dependency
Hi,in AX 2012 feature pack version, when workflow is submitted by 'Delegate' then it's not assigned to worker's reporting manager and instead it is assigned to submitter's manager for approval.in AX...
View ArticleIs there a way to restrict 'Account Managers' (ownerid) to only USERS (and...
Basically we have another field for 'Partners' where we have created them as Teams (due to User licence restrictions), but some of our Partners are still Users. This ends up in having duplicates for...
View ArticleProblem to save a particular record CRM2011
Hi,I am facing problems while trying to save a new record onto CRM. Strangely, this only happens for a particular entity. I have tested many other entities and they all are able to store data but this...
View ArticleGP 2013 R2 Security Table
What is the security table that controls which menu options users see in GP? I have 1 user that is setup just like a bunch of other users. For this user there are several menu options missing. I want...
View ArticleCall Report To field filtering
We've set up the Call Report entity and allow Reps to add people to the To and CC party list fields in order to kick off a workflow that will send the intended recipients a link to the Call Report...
View ArticleFixed Asset Import Error
I'm trying to import fixed asset General information to GP2013 using "Asset Import/Export" windows.I've done few FA migration for other companies previously, and I'm still using the same template for...
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Can not display a website on Dashboard by using Iframe
Hi everyone,I try to add a website on my dashboard by using Iframe component. I keep getting the message below.Could you please help since I am new to CRM. Thanks.
View ArticleHow to set the display rule of a ribbon button with dynamic value such as...
I would like to set the display rule of a ribbon button in a form with current user.For example, there are a ribbon button named "Test" and a field named "owner" in current form. If current user is...
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