email follow-up tasks for sent emails
when sending an email via outlook and selecting the follow-up flag, a task is created in the local outlook but not inside CRM. We currently have to BCC ourselves and then create a follow-up activity...
View ArticleDialog to input a Contacts info. and contact workflow for clean-up?
Our organization was thinking of a clear step by step process of entering in new contacts but making sure we have all the information needed before it gets added into the system. We didn't want to make...
View ArticleCampaign Activities regarding an Account
I'm not sure if there is a solution to this issue, any feedback is appreciated.The goal is to create a call list of Account records that have an inactive status and are located in a certain state....
View ArticleClik here to view.
Microsoft Dynamics CRM 2011 for Outlook - Inconsistencies in form...
We are in the process of preparing to migrate/upgrade from Microsoft Dynamics CRM 4.0 to Dynamics CRM 2011. Having carried out a successful test migration of a 32bit installation of CRM 4.0 into a...
View ArticleUpdating records through import - how can I generate a checksum value?
My organisation has an MRP system that works very well for quoting, order taking, etc. It struggles to provide any meaningful CRM functionality, so we are evaluating Dynamics CRM with a view to moving...
View ArticleProblem in creating an Appointment in crm 2011
Hi,when am trying to create an appointment in crm2011 through .net code am getting the below error. whereas i could create contact,task,etc..The entity with a name = 'Appointment' was not found in the...
View ArticleReset Infinite Loop Notification
Hi all, Due to some performance issues, my guess is that, the CRM 2011 system that I am working withidentified a few workflow jobs to be in an infinite loop. The server was rebooted but the records...
View ArticleExport Report - nothing Happens
HI Guys,I will explain my environment firstlyMicrosoft Dynamics CRM 2011 UR6Outlook 2010 SP1CRM for Outlook UR6IE 9I have a new business need, where when the user craetes a Quote and generates the...
View ArticleCases duplicating since moving to CRM 2011
Hi there,Since we migrated from Dynamics 4 to 2011 - each case is duplicating on save. Any ideas?
View ArticleChanging business units
Hi there,Having changed a users business unit, and reassigned their accounts to a colleague - the user is still seeing all their old accounts in their new business unit, any ideas how to change that?...
View ArticleClik here to view.
Open Activity Emails Created via Workflow
I set up a workflow to notify users via email when a task has been assigned to them. The email shows under "My Open Activities" with a status of "open". I thought all emails were supposed to...
View ArticleCreate Alert on Activity Completion
Hi,I'd like to create an alert that pops up when a rep completes a phone call without changing the "Call Result". So if the Call Result still says "To be called" and the rep tries to complete the...
View ArticleImporting Products
Hello;I am having trouble importing products.I am able to follow all the steps through product mapping; however, there is a failure in importing. It reads: the lookup reference could not be resolved....
View ArticlePermissions error when appending one entity record to another
Hi all, I have a referential 1:N relationship between an entity called "Agreement Request" and one called "Tranches". I have a user that has BU level Create, Read, Write, Append and Append To...
View Articleadd contacts from outlook import, errors
When trying to import contacts into dynamics crm from outlook, using the wizard in outlook. I get the error 'an error occurred while trying to syncronize the contact information to the microsoft...
View ArticleCRM 2011 Online - Plugin Registration Tool - Create New Connection Error
Hi All,I am trying to register a plugin using Plugin Registration Tool provided by the SDK.When I am trying to Create New Connection then I am getting error message "System.UnauthorizedAccessException:...
View ArticleRecieved Inbound Email: How to track it based on below mentioned scenario?
Hi Guys,How can I track an email using CRM for outlook client if already close or not, in this type of scenario? pls see below:I received an email request and it so happen that the contents of email...
View ArticleUpdate Field based on a different field
Good Morning,I am trying to set up a JScript function that when triggered can populate another field.I have a field called new_callstartdate which will contain the Start Date of a call and I want to...
View ArticleNeed to Close Appointment from Lead Screen
Good Afternoon,Is there a way to close open appointments automatically from the Lead screen? Basically I have been requested to set up Dynamics so that as much as possible can be acheieved from the one...
View Article
