unable to retrieve AD info
My CRM 2011 server appears to be unable to retrieve AD data from its home domain (the domain that hosts the server). I can retrieve the data just fine from 4 other trusted domains, just not the home...
View ArticleCRM 2011 Workflow Error While Creating or Changing
I keep losing my workflows due to some sort of error. I don't know what is causing the issue but once it occurs, I can no longer open up the workflow. Instead I get the message:Query Builder ErrorThe...
View Articleexternal auth/dev metadata xml return page not available for IFD configuration?
I followed this link to configure IFD.However my auth and dev FederationMetadata.xml page not found.Their example works:auth.interactivewebs.com/.../FederationMetadata.xmlI checked my DNS configured...
View ArticleCRM for Outlook - Set Regarding Look Up Record Issue
Hello,I was conducting a sales training course on tracking/set regarding in CRM for Outlook and one of the sales representatives has an interesting problem. When he went to set an email regarding a CRM...
View ArticleVisibility right based on 'Created By'
Hi,Am looking to define security matrix, but not able to achieve visibility right based on 'created by', i.e. I want my user to see all the cases created by him (Where he may or may not be the owner of...
View ArticleIE10 Spell checking - problems working with the Outlook client
We are testing IE10 with CRM 2011 Update Rollup 13 (on premise), mainly to get the spell checking feature. So far, using IE10 to hit CRM directly, the spell checking works. However, the spell checker...
View ArticleField Secuity Profile and merge capability
We are facing issue where we have enabled field security profile and when users are trying to merge then the users should not be able to do merge. But to have the merge done, we provided Read...
View ArticleNTLM Transport authentication
Hi there,Is there a way to set up Dynamics CRM 2011 to user NTLM authentication over transport security.The default set up seems to be using NTLM/Kerberos but over Message security.If it is possible...
View ArticleHelp with Word XML Templates (Microsoft Dynamics CRM Online)
Dear Forum Members:I have been developing a Microsoft Word (XML) Template for Quotes in Microsoft Dynamics CRM Online.The process for merging the product line item data into Word XML Quote Template is...
View Articleworkflow to Change field value in Active Contracts
Hi,We have created an option set "Contract Type' in Contracts form. We want to change the contract type value for some of the contracts with Active status.I created an on-demand workflow to replace...
View ArticleReport for win/loss of opportunities/leads
I am trying to add a report to show the win/loss percentage for leads. I have a Lead field called "MRH owner" which is the person who is helping me with that lead. I would like to display the...
View ArticleQuote : XML Templates (help)
Dear Forum Members:I need help with building a Quote in Microsoft CRM Online (Office 365 Cloud). I have the XML Quote Template sample on a memory key. Just have to upload it properly and generate the...
View ArticleError with CRM Client for Outlook 2007 SP2
Helo everybody,I’ve just started using CRM Online in our company and I'm having trouble with the CRM Client for Outlook on a computer that has Outlook 2007 SP2 installed.I got no error when installing...
View ArticleNotes don´t update my activity
Why when I put a note in an activity doesn´t update the date of the last modification? I have a personal "view" with the column "last modification", and when I add a note to an activity and update my...
View ArticleHow to add the Windows Live ID user in MSCRM 2011 online?
Hi All,I am beginner to use mscrm online service. I register the trial edition of MSCRM 2011 online and want to add the Windows Live ID user. I cannot found the "Send Invitaion"/"Change Microsoft...
View Articlecustom autonumbering in CRM 2011 RU13
Hi,we are implementing our first MSCRM and we are not at this part where autonumbering needs to be decided. We have found that Microsoft provided way of autonumbering is a bit user unfriendly and we...
View ArticleOnly one user activity
I'm having a problem with this activity report because only brings ONE user activity and doesn´t bring me ALL user activities ( users that I have with activities). How can this be happening? I checked...
View ArticleMobile application for one user
If I have CRM online, can i get the mobile application only for one user and pay the $30 dollars just for this user? or i need to contract the mobile application for all my users? Are the $30 dollars a...
View ArticleRU13 update wont install
Problem: Windows wants to install important updates to RU13 and attempts to do so EVERY time I shut down. I have manually downloaded and attempted the install and it won't install. The same...
View ArticleMS CRM 2011 online integration with SAP via PI
Hi All,can you please provide me any references for CRM integration with SAP via PI.
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