I am migrating to CRM 2013 from version 4.0, and I am used to seeing a History entity under Contacts. For whatever reason, I am not seeing that entity/view under Contacts. And under Accounts, the History entity only allows filtering on upcoming activities (i.e. next 30 days).
Can someone point me in the right direction to resolve this?
I believe you are referring to the history tab below.
This is now the activities section.
You can get open and closed activities via changing the selected view. On the CRM I'm looking the filter on has a range of options, including; e.g. All, next 30 days, next 90 days, next 6 months.
Activities can also be presented in social panes which has different behaviour.
Related
Core need:
Using an on-premise installation of Dynamics 365, I want to use a form to create a new Person and associate that Person with the each Book they have read. This is a N:N relationship
Yak shaving:
I have created the relevant entities and the N:N relationship but could not figure out how to link them. I watched this YouTube video.
This makes it appear that all I need to do is add the relationship to the navigation page in the form editor and it will appear on the form for users. However, the navigation pane is only visible in the form editor and not when trying to use the form.
I cannot find anything on the web that appears to address this issue so I think I've got something seriously backwards. Can anyone point me in the right direction?
That video is for 2011 - Older version.
In recent CRM, once you open the record form - on top navigation, you will see small down arrow (caret) icon. Click that to see Associated records navigation.
In CRM Online 2015 Update 1 instances I experience charts on forms not showing the correct data until they are manually refreshed.
Charts in general show all data from the underlying view when the form is loaded. Only after manually refreshing a certain chart does it show "Only Related Records".
As an example, I have added a chart to the Account entity as seen below. Both the chart and the shown subgrid are using the same view. Even though there is only 1 related record the chart shows all data from "My Open Opportunities" after form load:
After refreshing the chart by clicking the small recycle-icon the correct data related to the current record (in this case 1) is shown:
I have tested this in 3 different CRM Online 2015 Update 1 instances which all exhibit the same behavior. Additionally, this is seen for both system and custom entities.
A similar chart setup in CRM Online 2015 without Update 1 works as expected.
I've got the same problem.
Microsoft has changed how they load forms. For now, you can switch back to the old way by going to Settings -> Administration -> System Settings -> General tab, and selecting Yes for “Use legacy form rendering”
This is only a temporary measure as that option is likely to be removed, but maybe Microsoft will support charts in forms or whatever the issue is by then.
PS:
Drawback is that the new way of loading forms is much faster, so you'll lose som e time if you switch back.
I Haven't tested this yet, but maybe you could add some javascript on the onLoad event to automatically select the view, like your users have to do now manually:
Xrm.Page.getControl(subgridname).getViewSelector().setCurrentView(viewname);
but this isn't pretty either
This issue is supposed to be fixed in Service Update 1 for Microsoft Dynamics CRM Online 7.1.1. From the changelog: "Charts within a subgrid are displaying all records when they should actually display only related records.".
The expected release date is around the middle of December.
We've just set up Dynamics CRM 2013. We're using the Outlook 2010 plug-in. A new entity has been created called "Projects," in which the users give the project a name (which is fairly long: Typically something like "2014 Project Name Client Name") and we assign activities and track emails to that project. The problem is that the project name in the blue bar doesn't truncate; instead it spills over the drop-down arrow (which lets you see related activities, contacts, etc) and is un-clickable. Logging in through the web interface, it truncates properly. Is there a way we can force it to truncate after a certain amount of letters, or use the ProjectID field for that label instead of the name? I'm fairly new to Dynamics so a simple solution would be much, much preferred.
A screenshot with an arrow pointing to the over-running field:
We had the same problem when using IE8. In IE9, the long name is truncated properly so the related button/link/whatever it is works as expected. MS unlikely to fix this issue in IE8 just fyi. If it's a custom entity, the primary key field will be the name and that field is used in the UI when it wants to show a record. So you have two options. Change the browser version or only use short names.
Error: cannot load crm when trying to view crm records for contact/accounts in outlook 2010
EDIT: I found out that this problem occurred because of the selected language by the user. Now i still have to find out how to solve this problem so that the user can keep his language.
Original question:
A customer of our company recent did the migration from CRM 4.0 to CRM 2011. First everything worked perfect but after a few days, one of the crm users could not see the records for accounts and contacts in his outlook client. A few days later, another user noticed the same error.
When they try to view the records for certain entities. No records are shown in de window. Only a message: "CRM cannot be loaded" (translated from dutch, i don't know the exact message in english).
Other entity records are shown perfect.
They tried already reinstalling the outlook client en reconfigureing there organisation in outlook.
When i open their organistation in my outlook, everything works just fine.
They are using outlook 2010 and me too.
Any help would be very appreciated.
Thanks!
EDIT: When i login in outlook crm with his user, i have the same problem. So it's user specific problem. Both users have the system administrator role.
Maybe there is some issues with the language used by the specific user? I earlier had a similar problem with an installation where English was used as base language - and the Norwegian language pack added later. Try to switch to English for the user who experiences these problems. If it helps you have a little translating to do.
I've recently customized the lookup functionality of MS CRM 4.0 to filter a contact list to only those contacts owned by a client using techniques similar to the one presented here:
http://advantageworks.blogspot.com/2008/02/pseudo-filtered-lookup-dialog-in.html
My question is, can I apply the same type of logic to the Form Assistant pane within the window? I've currently disabled the form assistant to prevent confusion, but I'd very much like to filter those contacts as well. I like the inline AJAX presentation of that data more than the lookup pop-up window, but I can't find any information on how that thing is working.
Anyone out there done this before?
Thanks in advance!
Bob
As far as I can tell from the research I've done - customization of the Form Assistant pane in MS CRM 4.0 in this manner simply is not possible. In those cases where we required this customization we opted to hide the Form Assistant to prevent end-user confusion.
Boo MS.
Boo.