entities listed inside "Customize the System"
When I open the default solution (by "Customize the System" entry) I can see a list of entities, but when I retrieve by code all the entities inside the default solution (uniquename = "Default") I get...
View ArticleCRM 2011 and F5 SSL Offload
Hi,do I need to configure CRM to enable SSL Offloading when using with F5 for IFD? Gav
View ArticleBest Apps for Outlook/CRM/Mobile Sync
What is your recommendation for Apps or Operating Systems or Brands to sync Outlook/CRM and Mobile Phones? I'd like to keep my Outlook and CRM address book in sync and be able to edit it from Outlook...
View ArticlePart List not supported on Fetch Report
I a have created a Fetch report to print the contents of a Service Activity. When in Visual Studio I get an error when trying to get the Customer information, "the attribute "PartyList" is not...
View ArticleMail Merge Email Issue
We have a user that has trouble sending mail-merge emails from the Outlook Client. They run through the process of setting up the mail merge correctly, but when it tries to send from Outlook, there is...
View ArticleChanging the full name format in Outlook
Hi all,I've been trying to figure out how to update the full name format for Contacts that get synched to Outlook. Right now our Contact names appear as Salutation, First Name, Last Name, Suffix. We'd...
View ArticleIs there a maximum number of "opportunity products" per "opportunity"
Hi all,I'm having issues when importing to "opportunity products". I'm analysing the opportunities with the issue and they all have a larger number of opportunity products than the ones that succeeded...
View ArticleEvent viewer / CRM Email router problem.
I have just spent the last couple of hours trying to find a fix etc for this problem but can't find one anywhere, not even anything to point me in the right direction :(At least 3 times a min I get...
View ArticleCustomize View for Advanced Find results
Hi all,Ho do you do above? I always assumed that view on advanced search would be the same as the contact view. Clearly I was wrong.When I display results from my Advanced Find I only get a name, which...
View ArticleDashboard and Personal View
I configured a few "Personal Views" that I want to use in my dasboards. Even if I did remove some columns in the Opportunities / View, they still appear in tha dashboard. Any hints or how I can...
View ArticleAfter Rollup 12 the Notes Subject is missing
After Rollup 12 the Notes Subject is missing from the notes area inside a Contact. Where did it go? We were storing data in the subject of each note.
View ArticleCreating a Chart
I would like to create a chart for a Dashboard that would have the estimated revenu for the next 3 months for my reps. The results would have to be filtered by "owner" and by "status" Any suggestions?
View ArticleSetup CRM 2011 for Windows Server 2012 and SQL Server 2012
I would need to know, when you update the CRM installation files that containing support for windows server 2012 and sql server 2012
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Opportunity Product - price per unit does not get populated - after Rollup 12
Hi, In Opportunity Product entity the price per unit does not get populated when you fetch a product after rollup 12. I tried this in a brand new 180 day trial as well. In pre rollup 12 version it...
View ArticleEmail signature
I know that we can add templates for emails, but what if we wanted to include a special signature for individuals who send emails from CRM? Is this possible?
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UR13: Unable to convert Lead to Opp (as new acct OR existing acct)
Hi,Recently upgraded from UR5 to UR13 and I'm confused as to why we can't convert leads to Accounts with associated Opportunities anymore? As soon as Opportunity is ticked, the OK button is greyed...
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Script Error popup when Qualifying Lead...
Hey Guys,We're having a lot of trouble getting Qualifying to work. Now whenever a lead is opened and the "Qualify" button is used, a Script Error popup like the following appears:Seeing the...
View ArticleDynamics CRM Live 2011 - Outlook for CRM in a Apple Mac (Safari)
Is anyone using Outlook for CRM in a Mac environment?? If not what is the workaround, please??
View ArticleHow to audit relationships?
Hello, Currently, I have an custom site entity and a custom product entity. Within the custom product entity I have a lookup field in which I can define a relationship with a site. With auditing...
View ArticleEmail Signatures
I am trying to figure out how to add a customized default signature to my CRM emails, like you can in Outlook. I cannot seem to figure this out. Any help would be appreciated.
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