Browse By Tags

  • Group Mail Merge

    Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…
  • Users are unable to save attachments.

    Problem details: Users are unable to save attachments within CRM Solution Details: I found that the "Physical root directory for mail merged documents" path read "missing from registry". I inserted the correct path.
  • Functionality Not Available, please consult your system administrator

    I have added custom entity, created "Documents" tab in its screen and added a "New" button on that "Documents" tab's screen. The code of adding button is the following (I'm using CRM 7.1 and I'm doing customization in CRM SDK): string sURL = UrlDotNet…
  • Document Drop: Name Control

    Good day Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build…
  • Document Drop: Customization

    Is it possible to customize Document Drop in CRM? We are facing the dilemma where users are uploading documents with special characters (+) in the file name. The system says that the file is uploaded but it isn’t. Is there a way to build in validation…