Create an instance of new Customized entity by Workflow
I created an entity named E1 under Account entity(Many-to-1 relationship with
Account) then I want to create a workflow Rule that after creating an Account
an instance of E1 entity is created automatically.
It seems Activity creation is possible in workflow automatically!
Is any soloution for this issiue?
you can create activities but not custom entities. You would need to either
do this by using a callout or by creating a workflow .net assembly that can
create the custom entity for you.
Microsoft CRM MVP
http://codegallery.g...Ctrl- F for search
I have a search button on the form which works fine.
I tried to use Ctrl-F to do the same function and get "an error
occurred in a call to the Windows Date and Time Picker control"
I have DateTimePicker control on the form.
Are there any conflict with Ctrl-F search function and DateTimePicker
Your information is great appreciated,
...Customer Statement Crystal Report
Does anyone have a Customer Statement in Crystal format?
Your question is very generic. If you could be a little more precise, then I
might have what you need.
> Does anyone have a Customer Statement in Crystal format?
> Marisol Mortera
I am trying to build a crystal report for customer statements as well. The
Great Plains one is very difficult to work with. If you have an example of
this report in crystal, please email it at email@example.com
&quo...customized views disappear
Every so often my customized views for various folders
just disappear. I've created them by copying the current
view and modifying the copy, but periodically my copies
disappear from the View menu. It seems to pick on my
Tasks views regularly, while other customized views (e.g.
mail) are fine. This is an Outlook 2002 w/Exchange
server environment. Any ideas?
...Business Portal Customer Logon
I just installed business portal for GP 2.5. I setup a login for a customer
on it and associated the login to a customer ID in GP. When the customer logs
in, there really isn't any customer information displayed. Does anyone have a
resource to let me know how to add customer specific content from GP? Want to
display items like payment history, contact info, etc.
Tareef, Look for this capability in business portal 3.0. 2.5 is not a
customer/vendor facing solution, and even though the advanced roles exist, I
do not believe it will work as of now.
3.0 shou...Making custom form default for contacts
I am a beginner with Outlook. I am a new hire in a department that uses
Outlook contact information in a Word Mail Merge process. I am teaching
myself how this all works, and have been doing ok, but I am struggling with
forms, particularly the form used for contacts. I don't have any problems
modifying the form (for example to add FirstName and LastName fields), but I
am very confused about how to get Outlook to use my modified form instead of
the default custom contacts form.
It seems to me that this should be a simple property setting, but I've had
no luck tinkering w...Upgrade CRM 1.2 And Custom
Did somebody upgrade CRM 1.0 to 1.2 with several
customization? I would like to know how CRM was after
upgrade, and if you had any problem with custom?
We had customizations and we had to change the isv.config and web.config
file because those are replaced during the upgrade. Everything else was left
in place in our case.
"Sylvie" <firstname.lastname@example.org> wrote in message
> Did somebody upgrade CRM 1.0 to 1.2 with several
> customization? I would like to know how CRM was after
> ...Populate customer through web services
I am trying to import a customer record through dynamics web services and
have the following questions:
1. How do I get the customer class information to default for the customer.
I am passing in the customer class and the class field populates on the
customer but the class information does not default. There is a behaviour on
the create customer but it is of type internal. If I change the behaviour on
the policy, the customer does not import at all.
2. How do I get the address on the customer card to be imported. I can get
the customer addresses to be imported into Great Plains but no...Customization option disappears under settings
Sometimes when we are logged onto Web crm we can see the customizations
button on the navigation pane under settings. Other times it has disappeared
altogether and the only way to get it back is to delete the temporary
Does anyone know of a permanent solution for this?
I assume this is CRM4.
Do you also have CRM Outlook client on this machine? I have found that the
Customisations option is not always avaliable in the outlook client, and if
you have opened outlook before opening the web, the option will not be in the
You can change this my editing the isv.c...What event does a hotkey generate?
I have a date field in a form that has vba code attached to the 'after
Then I setup a hotkey to auto the current date in the same field.
The problem I am having is that when I hit the hotkey sequence the field is
populated with the current date - however my vba code does not work.
Any idea what event the population of the field by a hotkey produces?
Thanks for you help.
On Tue, 15 Jan 2008 11:30:00 -0800, Tom
None. And for good reason. Programmatic filling of fields typically
does not trigger any event. So you rewrite...Show related records for custom entity
I have a custom entity. When I go to History I can not see the related
records from contacts, opportunities, etc. They are not rolling up and there
is no pick list to show related records or not. Is there a way to change
On Fri, 23 Feb 2007 10:33:49 -0800, Rick M
>I have a custom entity. When I go to History I can not see the related
>records from contacts, opportunities, etc. They are not rolling up and there
>is no pick list to show related records or not. Is there a way to change
As...NDRs generated due to viruses/spam
Has anyone come up with any way to combat returned mail that is generated
due to viruses sending out from the spoofed addresses of legitimate users on
your mail system?
I have a user who gets quite a few NDRs due to "no recipient", "full
mailbox" etc, for emails he hasn't actually sent. Seems obvious that it's a
virus infected machine out there (or a spammer) that is sending these out
"from" his SMTP address, and he gets stuck deleting the NDRs from the remote
mail systems the viruses are sending to.
Any solutions other than blocking the domains t...Handling Cut (CTRL-C) in a CListCtrl dervied control
I have a CListCtrl derived control which presents some data.
Now, I want to add handling of CTRL-C:
When the user presses CTRL-C the text of the currently selected
item should be copied to the clippboard.
As far as I figured, accelerators are my best option? Am I
right or is there an 'easy' neat whay like some OnCTRLCPressed
>I have a CListCtrl derived control which presents some data.
>Now, I want to add handling of CTRL-C:
>When the user presses CTRL-C the text of the currently selected
>item should be co...xl97 Custom Built in Button greyed out
we have the office 97 suite loaded on a citrix server and
published (not that that is the problem) But for some
reason the built in button on the custom chart window is
greyed out. The file XL8GALRY.XLS is there. I have sr1
and sr 2 applied. Am I missing something so obvious I'm
going to smack my forehead.....again.
John M wrote:
> *we have the office 97 suite loaded on a citrix server and
> published (not that that is the problem) But for some
> reason the built in button on the custom chart window is
> greyed out. The file XL8GALRY.XLS is there. I have sr1
> an...Custom Themes
Vista Home Premium...
Is there any way to create ones own theme for things such as the colour of
added links bars to the desktop? I would like to have the links bar the
same colour as the taskbar (black).
TIA for any help.
On 2/19/10, Ed O'Brien posted:
> Vista Home Premium...
> Is there any way to create ones own theme for things such as the colour of
> added links bars to the desktop? I would like to have the links bar the same
> colour as the taskbar (black).
> TIA for any help.
Have you tried changing the colors etc to how ...Activity Rollup from custom entity
I assumed that when a custom entity was created and then a Relationship
created - eg. to Account, where Account is the parent, then the activities
created under the custom entity would be visible directly under the Account -
Like they are if you create acrivities under an Acocunt Contact for instance.
This seems not to be the case. Can anyone confirm?
...custom header #3
I would like to know how to set up a custom header which shows the data in a
perticular cell (i.e. - C9 shows the number 100, so I want the header in all
the pages,except the first, to show "100".
One way is to use a macro.
Private Sub Workbook_BeforePrint(Cancel As Boolean)
Dim myHeaderStr As String
Dim iCtr As Long
myHeaderStr = Worksheets("sheet3").Range("C9").Value
For iCtr = 2 To Worksheets.Count
Worksheets(iCtr).PageSetup.LeftHeader = myHeaderStr
(I used c9 on sheet...Custom format macro?
Can I write a macro to format a number?
I have a bunch of cells containing time intervals stored as floating
point numbers in units of days. These are not dates, but are stored in
the same format. Some examples:
1 1 day
2.5 2.5 days or 2 days, 12 hours
0.125 3 hours
0.020833 30 minutes
and so on.
These values are calculated. I would like to display them as
where "nnn.n" is a floating point number formatted to 1 decimal place
and "u" is a character indicating the units (Y=years, D=days, H=hours,
M=minutes, S=seconds). The ...Trapping for Ctrl or Alt Key?
Is there a way to trap for a Ctrl or Alt key when typing in a field? I want
to be able to perform an action when the user types Ctl+A or Alt+A or
whatever. I noticed the KeyDown function allows you to check for the state
of the Shift key. I'm looking for something like that for Ctrl and/or Alt.
"Phil Reynolds" <email@example.com> wrote in message
> Is there a way to trap for a Ctrl or Alt key when typing in a field? I
> want to be able to perform an action when the user types Ctl+A or Alt+A or
> w...Customizations 03-10-06
using the "customization" in "Settings" showed me an "E-mail" entity,
althought there is no way to setup where to display it ("Areas that display
this entity") and I'd like to find out how to adapt this!!
Thanks for your helpfull reply,
Email enitity is a type od Activity, there is no way to modify display area
for activities in user interface.
You can try to modify sitemap.xml, but you will need some knowledge...
"Sture Van de moortel" wrote:
> using the "customization" in "Settings" ...Custom real time, time format check
I have a custom form that has two time fields.
How can I force users to enter time in those fields as "12:00 AM/PM" or military time 19.00. If input does not match those two rules, pop a warning. This needs to happen as the user moves to another field way before trying to save the form.
Any help would be appreciated!
Submitted using http://www.outlookforums.com
bearsgone wrote on Fri, 12 March 2010 14:24
> I have a custom form that has two time fields.
> How can I force users to enter time in those fields as "12:00 AM/PM&qu...I want Combo box to be populated depending on customer category
When a customer number is entered on my form, the data populates the form,
including the text box for the customer category.
I want a combo box on that form to display only choices for that category.
How do I modify the query that runs the row source for the combo box?
On Thu, 7 Jan 2010 21:47:01 -0800, Sue R
The RowSource should be something like:
select * from Choices
where Category = Forms!myForm!myCategoryTextbox
Microsoft Access MVP
>When a customer number is entered on my form, the data po...Is there a difference between CTRL+D and CTRL+" (quotation marks)
And if there is a difference, what is it?
They both appear to copy the data from the cell above the selected cell.
Ctrl+D is a relative copy
Ctrl+" is an absolute copy
A1 = +B1
B1 = "Hello"
if you put your cursor in A2 and select Ctrl+D, A2 will be =+B2
if you put your cursor in A2 and select Ctrl+", A2 will be =+B1
Hope this helps.
If it does, please click the Yes button.
Thanks in advance for your feedback.
> And if there is a difference, what is it?
> They both app...Convert to Case
On one of our client's CRM systems, when we use "Convert to Case" from an
activity, the customer field is blank, even if the email/phone call was
already regarding to a client.
On our development system, this field is already filled with the previous
regarding account/contact, when we convert it, which saves some time.
Did someone has this issue? I have System Administrator role on both
systems, so privileges are not the problem.
Thank you a lot for any help.
...Using a custom form kills forward/reply arrows in the inbox?
I installed a custom email form in Outlook 2000 and the "Forward"
and "Reply" arrows on mails in the inbox disappeared.
The arrows reappear on new mails when I swap the default back to
IPM.Note but as I really have to use this custom form the absence of
the Forward/Reply indicators is a pain.
Has anybody come across this issue before?
Is there a method to turn these "flags" back on or do I have to dig
into the code in the custom form?
The custom form is just a modied IPM.Note that provides access to a COM
Known issue, dating back t...