CRM 2011 on-premises - how to implement external connector license?
Hello everyone,One of my customers would like to implement External Connector License to provide an access to external parities.I would like to know the licensing cost and whether is it available on...
View ArticleIntegration of MS CRM 2011 with external Portal-Website
I have a requirement where My customer has an online website and the users can fill the online form and after completing the online form that data should be mapped and entered to MS CRM and validation...
View ArticleCRM 2011 IFD Outlook Client and ADFS 2.1 on Windows Server 2012
Hi,Has anyone been able to get the Outlook client to work when using the internet facing deployment of CRM 2011 on ADFS 2.1 on Windows server 2012?I contacted Microsoft support but the official answer...
View ArticleCRM 2011 Online issues with internet explorer 10
Hi,We have encountered a problem using new CRM Online environment with IE10, in which setting the compatibility modewas not solving the problem.From what i read only IE10 does not support XPATH, and...
View Articleis possibile to disassociate a quote from a quote product?
I have tried to do this: var url = '/' + Xrm.Page.context.getOrgUniqueName() + "/XRMServices/2011/OrganizationData.svc/QuoteSet(guid'" + parentId + "')/"; var option = "$links/quote_details(guid'" +...
View ArticleHow to change field values on closed records by plugin
Dear all,i have to change some fiels in closed salesorder records by plugin. I can read all fields from my service.retrieveMultiple Statement, but if i want to change a record via service.Update() i...
View ArticleConvertSalesOrderToInvoiceRequest - Exceptions since update to rollup 13
We recently installed rollup 13 to our Dynamics CRM local installation (we were previously on 7) and it's caused some unpredictable behaviour in our (ADX Studio) web portal.Some code that executed...
View ArticleMass qualifying issue
Hi,I recently had the request to qualify a mass amount of leads to contacts. I am having slight problems with this, I have added them to a marketing list in order to qualify them (otherwise they were...
View ArticleHow to know which user group my user belongs to?
A simple question. I got an user credentials and logged-in and I am not able to get which type of user that one is (admin, something else...). I am also not managing to find out how many users next...
View Articlethe report cannot be displayed (rsprocessingaborted)
Error: the report cannot be displayed (rsprocessingaborted).How to solve this?
View ArticleBut... how to hide areas & sub-areas for users that aren't anyway allowed to...
Hello,I tried everything I found about this but still, even if someone will only have access to the service area to solve cases, he can still see the sales & marketing & settings area.I already...
View ArticlePrevent changing ownership of contacts when an account is reassigned to someone
Hello,I saw that if I assign an Account to an user, all contacts belonging to this Account are also assigned to the user.Is their any reason for that?Thanks
View ArticleUser access level also equals team access level?
Hello,An user can have access to only is own record.But what about teams?I tried to make multiple teams into the same Business Unit and tried different security roles combinations, but it seems, a...
View ArticleHow to set up additional tools in the Content Editor in CRM email wizard...
When I write en email or email template in CRM, it is very unconfortable to format the content. Even if I create the content in MS Word after copy/paste the pistures are not inserted. I simply look for...
View ArticleTrouble Shooting: Industry Classification in Account
Hi,I am currently updating the "Industry" field in account and have gone into the details and changed all the account names to what I want them to be. However, when I click save & close and go back...
View ArticleDynamic Pivot Table - Execute Function Error
When exporting a view that relies on Fiscal Year (i.e. All Opps created this fiscal year) my users cannot open the XML. Error "The EXECUTE permission was denied on the object 'fn_EndOfThisFiscalYear',...
View ArticleChange the Parent account for a Contact
I use CRM to manage businesses and the people who work within them. Frequently, these people leave their current employer to go work for others in our database. I'm looking for a way to a contact to...
View ArticleRun workflow on thousends of records
Hi Gents,I would like to run a specific worflow on thousends of records on a weekly basis.because every week the filter for the records I want to turn it on might be change, I want to do it internally...
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