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SRS Report of Quotes on particular Account

I would like to create a report SRS Report that pulls Quote and Quote Product Info. when I am on particular Account; or if I have selected multiple Accounts in any view the only run the report for...

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Wierd behavior with Picklists, CRM 4.0 and roll up 21

Hi All,I'm experiencing an issue with CRM 4.0 since installing roll up 21 on our production server. (We went from 15 to 21).This isn't specific to a custom entity but seems to be a common problem with...

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Importing Service Activity from CRM 3.0 to CRM 2011

I am trying to import Service Activity and service records from crm 3.0 to crm 2011. But I am getting Error labeled as Data source not in the correct format (Error Code-0x80040356) Service records....

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CRM Online with Connector (NAV), new flow GUI?

Hi,When setting up Connector for CRM Online and NAV the installation document states that you need to use the "classic view" in CRM.Installation video that refer to the subject in...

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CRM 2011 Enable Quick Find Record Limit error

We are using CRM 2011 UR 11 v2 (5.0.9690.2839). In CRM 2011 UR 10, MS introduced new feature that in Settings area you can configure Enable Quick Find Record Limit setting. If you set it to Yes, it...

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Report on "Resource" Field in Service Activity (missing)

I cannot include the resource field from Service Activity in a report. I tried the report wizard, and this field is missing for column selection. Strangley enough I can select the column in an Advanced...

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Unable to open a service activity in Outlook

Hi all, we have just gone live with Dynamics CRM and we are using service activities. From time to time users cannot open their service activity in their outlook calendar (most of our users are using...

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Creating Calculated fields

Second post of the day!! Again not sure if this is possible.I would like to create a field which can total up two monetary fields. As an educational provider we use the price lists to hold how much...

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Can not open documents from document location

We don't seem to be able to select documents or the folders (which are in sharepoint) on the CRM 2011 form. It almost looks like a read only screen. Any ideas? 

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Error on System Check while Installing CRM 2011 on Win Server 2012

I am trying to install CRM Server 2011 on Windows Server 2012 Standard edition.In CRM installation wizard on System Check page its throwing an error 'The System cannot find file specified' for two...

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CRM 4.0 Email Router

helpalready installed on my server Email Router CRM and configure input and output profiles, but to send mail to external accounts to my domain rejects me. What I can do?

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JavaScript Training For CRM 2011

I was wondering if anyone could give me some advice on which kind of training course I should attend for learning JavaScript and using it in CRM 2011 Online. I have looked into a couple different...

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Getting this Error message in CRM 2011 @ different places while navigating...

Getting this Error message in CRM 2011 @ different places while navigating through: Stack overflow at line 0: Any Comments???

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Grid to Excel errors out with "TM - Company Expense Reconciliation has...

When trying a Grid to Excel for the company expense reconciliation a message comes up saying "TM - Company Expense Reconciliation has stopped working" and Excel does not open.  This happens only on a...

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Sales/Leads view doesn't show my list of leads

I cannot find a way to expand the list of Leads. As a result, I cannot see or select any Leads. The up/down arrows to the right are not functional. The only way I can see or select another lead is by...

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Edit contacts and accounts

When I want to edit or add something to a contact or an account I can´t save my changes. In the guide-section it says that there should be a "save and close" button but there are no such button....

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Microsoft Custom Code Validation Tool not loading Web Resources

I just downloaded and installed the Tool and it is not loading the web resources.  In the top left box I see a empty box so there's nothing to scroll to see my results.I read that there may be issues...

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Workflow: create case from recurring appointment

Hi,I'm a newby so please be gentle on me... :-)I had a workflow which used to work before UR12 and is now not working.Scenario: in our "on premise" CRM 2011 I have a number of recurring appointments in...

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Exporting a list of Accounts with the GUIDS

I want to export a list of Accounts with the GUIDs and I thought I could do this by exporting an advanced find view into Excel as a "Dynamic Worksheet" however, when I do the Excel sheet just says...

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Using 'Record URL(Dynamic)' hyperlink in workflow email prompts user to login...

I have created a workflow to email a sales rep when a new account is created. Included in the email is a link to the Account record using the 'Record URL(Dynamic)' hyperlink feature. However, when a...

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