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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...

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Dialog 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...

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Campaign 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....

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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...

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Updating 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...

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Problem 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...

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Reset 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...

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Export Report - nothing Happens

HI Guys, I will explain my environment firstly Microsoft Dynamics CRM 2011 UR6Outlook 2010 SP1CRM for Outlook UR6IE 9 I have a new business need, where when the user craetes a Quote and generates the...

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Cases duplicating since moving to CRM 2011

Hi there, Since we migrated from Dynamics 4 to 2011 - each case is duplicating on save.  Any ideas?  

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Changing 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?...

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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...

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Create 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...

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Importing 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....

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Permissions 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...

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add 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...

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Email Body too short

Hello, How to increase the height of the email body? Thanks!

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CRM 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...

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Recieved 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...

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Update 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...

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Need 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...

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