Hi,
Does this upgrade require uninstall of version 4.0?
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Upgrade From CRM out look client 4.0 to 2011
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Custom Entity : Project
Hello Forum Members:
In Microsoft Dynamics CRM (Office 365 Cloud), I created a Custom Entity called "Project". Under Sales Area, this Project entity is displayed under Extensions (on Right Navigation Pane).
For some reason, the "Projects" icon is duplicated when you drill down to Account Master Record (i.e., Common area - right Navigation Pane).
I would like to know to how to remove this extra Projects icon on Account Master Record.
Please help!
Thanks,
CB
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How can I document notes that will transfer to different entities?
Does anyone know of a best practice for documenting notes on entities? I would like to document notes on a campaign response, for example, that will then transfer to a Lead, then Contact, Opportunity, Account. I would also like them to be time/date stamped and sortable by that date.
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CRM 2011 customizations don't appear for all users for some reason
I publish my customizations fine, some users (8/10) see everything perfectly however I have 2 users who still can't see the new field on the form. I have checked the roles, restarted all dependencies but yet still have the issue.
Any ideas?
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CRM Addin for outlook disappears every time user logs in to terrminal session
Having this issue with few staff member, CRM client for outlook is configured and all working but as soon as user logs off and back in to Terminal session, Add-in disappears from outlook.
When I look in the add-on tab, it appears as disable.
Client: CRM2011, Outlook 2010, Terminal Service Environment.
Try recreating users outlook profile no change issues still occurs.
Any help will be much appreciated.
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Chart Generation is not considering the RetrieveMultiple Plugin
Hi All,
We have written a plug-in RetrieveMultiple on Custom entity. In short, this plugin is filtering the data on top of the filtered conditions defined in the View customization. It works perfectly for the records fetched in the grid, while for the respective charts are not working means not considering the RetrieveMultiple code.
Could anyone suggest the reason for it? Or how to consider the RetrieveMultiple plugin for chart generation?
Thanks in advance.
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Outlook Organization
I use CRM 2011 ansd the Outlook plugin as well. I was wondering if when you "set regarding" an email in Outlook, how can you have the regarding CRM account or contact be listed in the "category" filed in Outlook? I remember with CRM 4.0 it was automatically. Please advise!
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Fields being auto populated on create
When I create a contact via pressing new or through qualifying a lead there are some fields that auto populate which I do not want to happen, these are fairly new fields but need to be kept. It happens in the create process when looking in the audit history and does not seem to happen via workflow,jscript or mappings(unless there is somewhere i'm not looking as I have checked them all under the contact). Where else could this be happening and I have no idea how this started happening.
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SMTP/Email Integration with MS dynamic CRM
Now you may track campaign report in below format, by using these reports you may boost your business.
| DURATION | OPEN | OPEN_PER | UNIQOPEN | UNIQOPEN_PER | CLICK | CLICK_PER | UNIQCLICK | UNIQCLICK_PER | DELIVERED | DELIVERED_PER | BOUNCE | BOUNCE_PER | UNSUB | UNSUB_PER | ABUSE | ABUSE_PER | DROPPED | DROPPED_PER | INVREQ | INVREQ_PER | |
| 28 May_13 | 7 | 77.78 | 3 | 33.33 | 0 | 0 | 0 | 0 | 9 | 90 | 1 | 10 | 1 | 11.11 | 0 | 0 | 0 | 0 | 0 | 0 | |
For demo contact us @sunilbaghel@infosysworld.com
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Importing marketing lists as leads
Hi there,
I have a number of marketing lists that I'm trying to import into Microsoft Dynamics. These lists are only email addresses, so I'm importing as Leads. In addition to adding to the marketing list I also have a suppression list for the same marketing list. I don't want to dedupe them outside the CRM as we would still like these entities data to be included in the CRM. I imported the marketing list with the field identifying the marketing list preference on YES (Import A) and that import was successful. I then did a second import of the suppression list into the CRM with the marketing list preference set to NO (Import B). Here are my questions:
1. Instead of deduping Import B against Import A with the second import being the overriding marketing list preference I now have duplicates where entities existed in both datasets. How can I do the second import and force it to identify if the entity (Email) already exists as a lead and subsequently update the entities marketing list preference?
2. When doing the import how do I also tell the CRM to identify if the lead entity already exists as a contact entity in the CRM and subsequently update the marketing list preference against the contact instead of simply creating a new lead?
Any assistance would be greatly appreciated.
Thanks!
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Converting Sub-Grid
I have a subgrid in the lead form, when convering to Account the data in this sub-grid is not showing in the Account Subgrid. Both subgrids are the same . Please advice.
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Workflows and working hours !?!
I have tried to develop different workflows for CRM 4.0 but it seems difficult when you assign a task or a meeting to a user to take into account the working hours and days of this user!
E.g. if you define the due date of a meeting as being 2 days after a record is created, and if the record is indeed created a Thursday, then the meeting will be scheduled during the W-E!?!
How to avoid that?
Many thanks
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Problems with trial of CRM 2011 Online (Can't create an account)
Hi Guys,
I have installed a trial version of CRM 2011 for plugin development testing prior to going on a plugin development course for work.
I tried creating a simple plugin as shown at the following link. http://msdn.microsoft.com/en-us/library/gg594416.aspx
After registering the plugin and adding the step in the plugin registration tool I always get an error when trying to create an account in the CRM user interface:
Business Process Error: An error occurred. Contact your system administrator or refer to the Microsoft Dynamics CRM SDK troubleshooting guide.
The following Log file is produced.
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An error occurred. Contact a system administrator or refer to the Microsoft Dynamics CRM SDK troubleshooting guide.Detail: <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts"> <ErrorCode>-2147220891</ErrorCode> <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic"> <KeyValuePairOfstringanyType> <d2p1:key>OperationStatus</d2p1:key> <d2p1:value xmlns:d4p1="http://www.w3.org/2001/XMLSchema" i:type="d4p1:string">0</d2p1:value> </KeyValuePairOfstringanyType> </ErrorDetails> <Message>An error occurred. Contact a system administrator or refer to the Microsoft Dynamics CRM SDK troubleshooting guide.</Message> <Timestamp>2013-06-07T10:16:28.5624077Z</Timestamp> <InnerFault i:nil="true" /> <TraceText>
[ActivityFeeds.Plugins: ActivityFeeds.Plugins.ActivityClose] [7c8b79cf-93ce-e211-8a3d-3c4a92dbdc19: ActivityFeeds.Plugins.ActivityClose: Create of account]
</TraceText> </OrganizationServiceFault>
Now after a while of this occurring whatever tutorial I tried. I decided to try removing my plugin and just adding an account at which point I got the same error.
So basically I can't add an account to my trial of CRM...
Any Ideas why I can add an account?
How can I test things if the trial system doesn't work?
Regards,
Iain
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Hide Process Forms
Hi All
I have tried to hid the new Process Forms from my users so they can use the Classic Forms as they are used to but it's still appears as the first form when opening an entity.
I'm running MS CRM Online.
I have done all the steps in this article and double checked that i have done all the steps right and still the new Process Forms appears.
https://community.dynamics.com/crm/f/117/t/106427.aspx
Any Ideas?
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How to generate entity attribute logical names with crmsvcutil.exe?
I am currently using the base crmsvcutil to generate the entity classes from our CRM instance, but I would like to have a way to generate the attribute logical names as properties or something similar for each entity. I want to avoid using the hard-coded string values if possible. I saw the sample code that was part of the SDK showing how to generate option set enums, but I haven't seen much of an explanation of how the extensions work with the crmsvcutil. Is it possible to build an extension on the crmsvcutil to generate the attribute logical names as properties or enums? And if so, I learn best from sample code :) Thanks!
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How to handle form interactions in CRM using the new flat UI (Polaris, Orion)?
We're running CRM 2011 Online, and currently using classic forms. All our development thus far has been based on classic forms, so we're using, or planning to use, javascript web resources for things like dependent option sets, formatting phone numbers, clearing fields based on some user interaction, etc. If we wanted to switch to using the flat UI instead of classic forms, how would we handle these form interactions if javascript is not a possibility? Thank you.
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Opportunity Associated View not Showing
Any idea why when i create an opportunity under account I'm not able to see the Opportunity related to that account?
I created two opporunity, and one is marked as "Open" and another as "Won", both i'm not able to see them in the below screenshot.
Please assist
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CRM ribbon menus missed
the situation is user create a record on Opportunity form, when edit, got below issues:
this screenshot show the ribbon menu are missed
this screenshot show all ribbon menu are disabled ( i mean can not click the buttons), and all custom javascript code not worked
i try to grant the user to highest security role (like system administrator), and works, but for the normal role, not worked, even i grant all entities (organization role) to this role, still not work.
the situation above is user can only see one opportunity form, but when i create new form (save as from original one), ribbon menu works, and all custom javascript code works..
any body met this issue?
thanks
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Retrieve XML web resource from a plugin in CRM 2011 Online?
I have a plugin registered on create of an account and I need to retrieve an XML web resource to set a field on the account using on data in the XML. I'm guessing this is possible? Could someone provide an example of the code needed to retrieve a web resource? Thank you.
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Missing settings when moving solutions between CRM 2011 Online environments
We have multiple CRM online environments (development, test, production) and I did our first deployment of customizations to the test environment. All our customizations were part of a solution, so I exported the solution from the development environment (included all dependencies, left Export System Settings unchecked by default, exported as unmanaged) and then imported the solution into the test environment. During the import process I noticed a couple of things:
1. I got a warning message indicating that product updates needed to be installed before some of the solution components would work. I don't remember doing this or seeing a warning like this in the development environment.
2. After the import, some of the settings on custom entities did not carry over. Specifically, the settings on the custom entity that indicate where to display the entity (under the heading "Areas that display this entity"). I would have expected these settings to come over during the import, am I missing something during the export/import process, or is this normal behavior?
Thank you.
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