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Approval workflow

Team Member: X and Team lead: YX  Creates a record and sends it for approval.Y needs to approve the record.This approved record should be assigned to X after approval.Can this be defined in Microsoft...

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Orion is coming and it's definitely breaking systems

The roadmap for Orion is not very far away, which as described Jukka Niiranen in his blog, paints a very dull picture for the future of Microsoft CRM especially for SMEs and Contractors, and I would...

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CRM Online Customer Entry of Service Cases

A chat representative on the CRM website says there is a way to setup cases, so customers can enter and view their own cases apart from our service representatives. Is there an article or other...

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Multiselections

Hi,How can I create a 'multiselect' field. Sometimes a customer is customer, network and supplier. Thank you very much.Kind Regards,Richard, Amsterdam

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Share Accounts and Contacts and Apply Restrictions on Specific Fields

I'm new to Dynamics CRM and I'm facing the following problem. I have a clean on-premises Dynamics CRM 2011 deployment and I would like to have accounts and contacts shared between all my business...

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Managed/Unmanaged Solution Entity import

Hi,I have a CRM system which has been customized.  I am trying to import these customizations into another CRM Online system which I have set up for testing.  The problem occurs when I try to import it...

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CRM 2011 - not supported on Azure?

Would anyone happen to know why Microsoft does not support installing CRM 2011 on Azure?

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E-mail Router cannot connect to Hosted CRM

Everything is up to date 2011, CRM is Hosted by MS, All accounts have been triple checked, I have logged in with each account involved and navigated to the Discovery URL without issue,  but I continue...

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Restore Content Database into Different server

Need to know how restore MSCRM database on other Environement for exemple take production database into QA for QA new feature or report workflow ECt or upgrade product

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How ADD new Deployment Administrators

how Add New Deployment Administrators on existing installation---------------------------Microsoft Dynamics CRM---------------------------Only the Deployment Administrators are able to use Deployment...

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Is there a content licensing module for Dynamics CRM

Hi,My group does a massive amount of content licensing in images, videos and music. Is there a specific module for managing rights-in, rights-out and royalty payments?Thanks!

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Address Entity - Ignores First 2 Addresses In The System?

Hopefully someone can confirm/explain this.Was cleaning up some test data so I did an Advanced Find on Addresses and deleted all the records. Added a new Address to a record and it did not show up in...

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Customize Sub report

Hello,is there any possibility to customize Sub-report.rdl of invoice, order or quote? I hae downloaded sub report to BIDS and edited it, but when I try to upload it back to CRM Online I got errors. Is...

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Ribbons in Outlook

How do I get the ribbons to show for the lists in dashboards within Outlook?  They show for the web.  I have a client who wants to work from the dashboard within Outlook but can't because the ribbon is...

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Scheduling Workflow for Contract End Date notifications

I am creating a workflow where an email should be sent 60 days before the contract end date and then 3 days before the contract end date.  The System Job shows the workflow status as 'Waiting'...

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Synchronize Active Directory (AD) user password change to CRM's Allow use of...

The e-mail router in CRM 2011 is configured to use email Exchange (2003) server and user specified credentials for incoming mail.  This configuration requires users to provide their credentials for...

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How do you add a CRM Online trial to Office365

Hello Community,Has any of you have tried adding a CRM Online trial to an Office365 Instance?I know that creating a CRM Online trial automatically creates an Office365 instance to host the CRM Online...

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Organization Wizard cannot connect servername\instancename

When  a try to import Organisation i'm receive this error.---------------------------Microsoft Dynamics CRM---------------------------The Import Organization Wizard cannot connect to the SQL Server or...

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Import multiple contacts under the same account - duplicate error

Hi guys,I uploaded my contacts and accounts. However some contacts (with duplicate account name) didn't upload. How can I solve this? (I tried duplicate rules and allowed them, but it didn't help).-do...

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CRM 2011 shows wrong version for Outlook Client

I have multiple users that outlook client shows the wrong version of the client  The Add/Remove programs shows the correct version.How do I fix this? I have uninstalled and reinstalled the clients...

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