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Found 167550 threads
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0 VotesCreating custom attributes to add as fields on a new Tab
attributes.. you wont get lookup type there.Answered | 9 Replies | 6699 Views | Created by GrenadaV - Wednesday, March 3, 2010 3:35 AM | Last reply by GrenadaV - Wednesday, March 10, 2010 10:56 PM
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How do you work with a customized and new entity ?
Customization - > Download Web Service Description Files 2.Answered | 11 Replies | 4236 Views | Created by Celinio Fernandes - Friday, August 20, 2010 9:06 AM | Last reply by JayshriP - Friday, August 20, 2010 12:42 PM -
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Email Prospect on Lead Creation
Austin, Custom programming is not required!Answered | 4 Replies | 5986 Views | Created by digitalson - Saturday, January 23, 2010 9:04 PM | Last reply by digitalson - Wednesday, January 27, 2010 3:12 AM -
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Project server new resource Customization and Programming
It's working fine for the new RBS ECF value.Answered | 10 Replies | 1799 Views | Created by sheelaj - Sunday, May 18, 2014 4:45 PM | Last reply by sheelaj - Tuesday, May 20, 2014 5:52 PM -
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Custom field data not displaying in new Timesheet view
But I saw this in the meantime on a customer's system.Answered | 15 Replies | 13574 Views | Created by MarikaKTB - Tuesday, April 26, 2011 4:47 PM | Last reply by Barak _ Bester - Tuesday, December 13, 2011 2:10 PM -
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Sales Funnel - Prospect, Qualify or Closing
other companies will simply customize the Pipeline Dashboard to display Opportunity information that is relevant to their organization.Proposed | 4 Replies | 5320 Views | Created by CRM-Beginner - Thursday, June 9, 2011 9:49 PM | Last reply by Donna Edwards - Saturday, June 11, 2011 2:57 PM -
1 Votes
How are companies customizing new forms in rollup 12?
I'm new to CRM and I have been tasked to port over the customizations in our existing forms and move them to the new forms in rollup 12.Answered | 1 Replies | 1411 Views | Created by GaryMk - Thursday, February 28, 2013 5:19 PM | Last reply by RuneDaub - Thursday, February 28, 2013 5:42 PM -
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New Picklist values for Customer Relationship records
The link below describes how to setup new relationship roles between different types of records.Answered | 2 Replies | 5618 Views | Created by macJohn - Thursday, November 26, 2009 9:56 AM | Last reply by macJohn - Thursday, November 26, 2009 6:22 PM -
1 Votes
Search On Customer Using The New Service Activity.
From memory, for version 4, if you go to System-Settings-Customization-Customize Entities-Contact-Forms and Views you can pull up the Look up view.Answered | 4 Replies | 5271 Views | Created by jj1973 - Wednesday, January 5, 2011 3:58 PM | Last reply by Leon Tribe - Saturday, January 15, 2011 12:25 PM -
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Need help customizing an existing Field - Adding selectable options
I am going to create new fields, and I will post a question about them before proceeding.Answered | 3 Replies | 869 Views | Created by john_oberweis - Friday, October 24, 2014 4:04 PM | Last reply by john_oberweis - Friday, October 24, 2014 4:19 PM -
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Converting Prospect to a Lead
But unfortunately now I am having a problem retrieving the prospect.Answered | 18 Replies | 9871 Views | Created by Jinx_d - Wednesday, February 27, 2008 9:47 PM | Last reply by Jinx_d - Thursday, March 6, 2008 2:17 PM -
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Relationship type stuck as "Prospect", can not change that
There WAS a custom workflow that caused the behaviour.Proposed | 8 Replies | 1353 Views | Created by JanneSuomalainen - Friday, April 5, 2013 10:12 AM | Last reply by Guido Preite - Monday, April 8, 2013 7:46 AM -
1 Votes
New entity attribute type can't add customer as a type
It is awosome information for the customization!!!Answered | 12 Replies | 5669 Views | Created by BellTownPC - Wednesday, September 7, 2011 6:37 PM | Last reply by BellTownPC - Friday, September 9, 2011 10:43 PM -
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how can i create a new customer opportunity role using the SDK?
Change your code to the following: customeropportunityrole newcustomeropprole = new customeropportunityrole(); ...Answered | 3 Replies | 6435 Views | Created by bshah1985 - Thursday, July 16, 2009 9:48 AM | Last reply by Hassan Hussain - Thursday, July 16, 2009 11:01 AM -
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Is there a way to get the parent customer to be set on a new primary contact add?
This means the account details (such as contact details, address, and parent customer reference) are not pulled through to the new contact.Answered | 3 Replies | 2432 Views | Created by Paul C Mitton - Tuesday, February 26, 2013 11:36 PM | Last reply by Paul C Mitton - Wednesday, February 27, 2013 5:48 PM -
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Can i Create Entity Mapping in my new customization entity?
There you should be able to create a new record.Answered | 5 Replies | 6327 Views | Created by pntr - Wednesday, April 22, 2009 8:22 AM | Last reply by JuergenBeck - Wednesday, April 29, 2009 1:23 PM -
2 Votes
New Projects created do not use icon from custom site template
http://blogs.msdn.com/b/brismith/archive/2010/03/15/customizing-the-project-site-in-project-server-2010.aspx There is no way to modify existing sites ...Answered | 5 Replies | 8575 Views | Created by kenyadoit - Monday, May 16, 2011 11:12 PM | Last reply by Gary Chefetz, MCITP, MCT, MVP - Wednesday, May 18, 2011 1:15 PM -
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CRM 2011: URL for button that creates a new instance of a custom entity
The SDK has a page for this: http://msdn.microsoft.com/en-us/library/gg328483.aspx Also, your CRM 4 URL is deployment-specific (if you exported ...Answered | 2 Replies | 7643 Views | Created by boert03 - Tuesday, May 10, 2011 3:37 PM | Last reply by boert03 - Wednesday, May 11, 2011 7:31 AM -
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how to find the lead status
If you want to update this field you might have to think for a custom relationship.Answered | 9 Replies | 5011 Views | Created by Saraswathy Kumaravelu - Friday, September 3, 2010 9:12 AM | Last reply by Saraswathy Kumaravelu - Friday, September 3, 2010 11:01 AM -
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Unable to see custom field drop down new entries
After you make any changes to enterprise custom fields, you must have every user close and restart Project in order to see the changes.Answered | 2 Replies | 9238 Views | Created by kingtime - Wednesday, September 8, 2010 5:09 PM | Last reply by Hans.H - Wednesday, September 8, 2010 9:49 PM
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