Upgrade From CRM out look client 4.0 to 2011
Hi,Does this upgrade require uninstall of version 4.0?
View ArticleCustom Entity : Project
Hello Forum Members:In Microsoft Dynamics CRM (Office 365 Cloud), I created a Custom Entity called "Project". Under Sales Area, this Project entity is displayed under Extensions (on Right Navigation...
View ArticleHow can I document notes that will transfer to different entities?
Does anyone know of a best practice for documenting notes on entities? I would like to document notes on a campaign response, for example, that will then transfer to a Lead, then Contact, Opportunity,...
View ArticleCRM 2011 customizations don't appear for all users for some reason
I publish my customizations fine, some users (8/10) see everything perfectly however I have 2 users who still can't see the new field on the form. I have checked the roles, restarted all dependencies...
View ArticleCRM Addin for outlook disappears every time user logs in to terrminal session
Having this issue with few staff member, CRM client for outlook is configured and all working but as soon as user logs off and back in to Terminal session, Add-in disappears from outlook.When I look in...
View ArticleChart Generation is not considering the RetrieveMultiple Plugin
Hi All,We have written a plug-in RetrieveMultiple on Custom entity. In short, this plugin is filtering the data on top of the filtered conditions defined in the View customization. It works perfectly...
View ArticleOutlook Organization
I use CRM 2011 ansd the Outlook plugin as well. I was wondering if when you "set regarding" an email in Outlook, how can you have the regarding CRM account or contact be listed in the "category" filed...
View ArticleFields being auto populated on create
When I create a contact via pressing new or through qualifying a lead there are some fields that auto populate which I do not want to happen, these are fairly new fields but need to be kept. It happens...
View ArticleSMTP/Email Integration with MS dynamic CRM
Now you may track campaign report in below format, by using these reports you may boost your...
View ArticleImporting marketing lists as leads
Hi there,I have a number of marketing lists that I'm trying to import into Microsoft Dynamics. These lists are only email addresses, so I'm importing as Leads. In addition to adding to the marketing...
View ArticleConverting Sub-Grid
I have a subgrid in the lead form, when convering to Account the data in this sub-grid is not showing in the Account Subgrid. Both subgrids are the same . Please advice.
View ArticleWorkflows and working hours !?!
I have tried to develop different workflows for CRM 4.0 but it seems difficult when you assign a task or a meeting to a user to take into account the working hours and days of this user! E.g. if you...
View ArticleProblems with trial of CRM 2011 Online (Can't create an account)
Hi Guys,I have installed a trial version of CRM 2011 for plugin development testing prior to going on a plugin development course for work.I tried creating a simple plugin as shown at the following...
View ArticleHide Process Forms
Hi All I have tried to hid the new Process Forms from my users so they can use the Classic Forms as they are used to but it's still appears as the first form when opening an entity.I'm running MS CRM...
View ArticleHow to generate entity attribute logical names with crmsvcutil.exe?
I am currently using the base crmsvcutil to generate the entity classes from our CRM instance, but I would like to have a way to generate the attribute logical names as properties or something similar...
View ArticleHow to handle form interactions in CRM using the new flat UI (Polaris, Orion)?
We're running CRM 2011 Online, and currently using classic forms. All our development thus far has been based on classic forms, so we're using, or planning to use, javascript web resources for things...
View ArticleOpportunity Associated View not Showing
Any idea why when i create an opportunity under account I'm not able to see the Opportunity related to that account?I created two opporunity, and one is marked as "Open" and another as "Won", both i'm...
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CRM ribbon menus missed
the situation is user create a record on Opportunity form, when edit, got below issues:this screenshot show the ribbon menu are missedthis screenshot show all ribbon menu are disabled ( i mean can not...
View ArticleRetrieve XML web resource from a plugin in CRM 2011 Online?
I have a plugin registered on create of an account and I need to retrieve an XML web resource to set a field on the account using on data in the XML. I'm guessing this is possible? Could someone...
View ArticleMissing settings when moving solutions between CRM 2011 Online environments
We have multiple CRM online environments (development, test, production) and I did our first deployment of customizations to the test environment. All our customizations were part of a solution, so I...
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