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Found 121239 threads
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1 VotesCase Resolutions and Contracts
I think you could not achieve this through a workflow.Answered | 1 Replies | 1356 Views | Created by jonny_h26 - Friday, June 14, 2013 12:26 PM | Last reply by Payman Biukaghazadeh - Saturday, June 15, 2013 3:57 PM
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0 Votes
invoice record is not created after invoicing contract
You could do the same based on parameters provided in the contract but it might be slightly more difficult because contract lines have no relationship to invoice ...Answered | 3 Replies | 6310 Views | Created by kryp1 - Thursday, January 7, 2010 4:15 PM | Last reply by Neil Benson - Friday, January 8, 2010 5:02 PM -
1 Votes
update Draft Contract currency
You forgot to add following line: c.transactioncurrencyid = new Lookup(); ...Answered | 1 Replies | 5236 Views | Created by Marwa saleh - Wednesday, September 29, 2010 7:03 PM | Last reply by Andrii Butenko - Wednesday, September 29, 2010 7:58 PM -
10 Votes
Linking Workflow email to custom entity
By using the above email functionality, you can develop a Custom Workflow Activity to send email to custom entitiy ...Answered | 12 Replies | 4756 Views | Created by DanK79430 - Monday, June 6, 2011 1:12 PM | Last reply by Gonzalo Ruiz R - Monday, June 6, 2011 4:44 PM -
2 Votes
Custom Workflow assembly
In my case it was caused by the class for my custom code having the same name as the class for my custom code in a different workflow.Answered | 10 Replies | 10014 Views | Created by Insight Dynamics - Monday, July 21, 2008 6:16 AM | Last reply by Practicality - Friday, January 29, 2010 9:03 PM -
1 Votes
CRM 2011: Servicemodule, define wheter it is time or unit on contract lines
When you create the contract template you define the allotment type. then all contract lines of the contract using that template will use that allotment ...Answered | 2 Replies | 3318 Views | Created by CRMBE - Wednesday, October 12, 2011 12:57 PM | Last reply by CRMBE - Wednesday, October 12, 2011 1:35 PM -
1 Votes
Contract personalization
Then you will need to trigger some workflow or take some other action based on your need.Answered | 4 Replies | 5629 Views | Created by Fulvio Fighera - Friday, December 10, 2010 10:07 AM | Last reply by Leon Tribe - Saturday, January 1, 2011 10:28 PM -
1 Votes
can't add case to contract
Thank you for reply, Beacuase I'm new to Contract Entity I have discovered that cases can't be added to a draft contract, only for an active or invoiced ...Answered | 3 Replies | 3164 Views | Created by zarour - Monday, October 3, 2011 1:05 PM | Last reply by zarour - Monday, October 3, 2011 1:28 PM -
0 Votes
Custom Workflow vs Plugins?
Think about a scenario where you need to run custom business logic on demand or manually(i.e not based on any event trigger), then we must use custom workflow as the same is ...Answered | 3 Replies | 2315 Views | Created by Yogesh Mulay - MCTS - Thursday, January 17, 2013 1:02 PM | Last reply by Vikranth Pandiri - Thursday, January 17, 2013 1:20 PM -
0 Votes
Setting up monthly support contract
Would this be 12 contract lines with different dates rather than separate contracts?Answered | 2 Replies | 2545 Views | Created by Chris0123456 - Friday, August 17, 2012 12:47 PM | Last reply by Chris0123456 - Monday, August 20, 2012 8:10 AM -
0 Votes
Custom Workflow issue
Hello, I have used a custom workflow inwhich i have defined some output parameters of Type Entity Reference, I am using it accordingly in the ...Answered | 2 Replies | 2538 Views | Created by Developer_2011 - Thursday, May 17, 2012 10:15 AM | Last reply by Developer_2011 - Thursday, May 17, 2012 11:37 AM -
2 Votes
Advanced find: expired contracts which are not renewed
When I create the workflow mentioned in your solution, I can't see a way to link the created Contract Status entity to the Contract.Answered | 3 Replies | 3922 Views | Created by boo oinky - Wednesday, May 30, 2012 7:59 AM | Last reply by Eli Stutz - Wednesday, July 10, 2013 2:26 PM -
2 Votes
Workflow Support in 2011 - Using Custom entities in Workflows
This does makes sense now, I figured out that this is because the relationship must be many to one to have the custom entity display and to use ...Answered | 4 Replies | 5672 Views | Created by Fkhoja - Tuesday, March 8, 2011 5:13 PM | Last reply by Fkhoja - Wednesday, March 9, 2011 2:43 PM -
2 Votes
Is there any way to trigger a workflow when the release hold button in contracts (crm 5.0 online) is selected ??
you can not update onhold contract.Answered | 4 Replies | 2667 Views | Created by boo oinky - Tuesday, May 15, 2012 6:49 AM | Last reply by HIMBAP - Tuesday, May 15, 2012 10:22 AM -
2 Votes
Search not showing Active contracts
The contract should move from Invoiced status to Active status once the Contract Start Date is met.Answered | 5 Replies | 6335 Views | Created by Neven Klofutar - Tuesday, March 2, 2010 10:03 AM | Last reply by Donna Edwards - Thursday, March 4, 2010 2:28 PM -
1 Votes
Implementation of List variable in Output parameter of a Custom Workflow
For reference, http://technet.microsoft.com/en-us/library/gg327984.aspx has the list of supported custom workflow activity parameter data types.Answered | 2 Replies | 4717 Views | Created by Priyanka_More - Friday, June 14, 2013 6:40 AM | Last reply by Ken Heiman - Friday, June 14, 2013 6:39 PM -
1 Votes
Select Contracts by parent account
May be think about creating custom relationship(many to many) between contract and account.Answered | 5 Replies | 2547 Views | Created by Steven.B - Thursday, January 3, 2013 3:30 PM | Last reply by Amreek Singh - Friday, January 4, 2013 12:02 PM -
0 Votes
Localizing Customer Workflow Step Parameters
Hi, Even you can create a custom entity to store the configuration value i.e. code etc that can have localized label and then can retrieve the configuration entity data in ...Answered | 3 Replies | 3182 Views | Created by Kutlu Araslı - Wednesday, September 14, 2011 9:23 AM | Last reply by Jehanzeb.Javeed - Wednesday, September 14, 2011 10:46 AM -
0 Votes
Custom Workflow Activity
Hi, I am facing an issue while creating custom workflow activity in SharePoint 2016 using Visual Studio as a Farm solution.Answered | 3 Replies | 1191 Views | Created by Anju S Chandran - Tuesday, January 23, 2018 5:13 PM | Last reply by Dave Patrick - Wednesday, January 24, 2018 1:16 PM -
1 Votes
Suspend a Workflow from a custom workflow activity
A better approach would be to update a different entity/attribute from the custom activity.Answered | 2 Replies | 5423 Views | Created by MayBoy - Thursday, May 6, 2010 4:25 AM | Last reply by Mahesh Vijayaraghavan - Thursday, May 6, 2010 6:16 PM
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