Outlook and the CRM
I have connected the two systems and the system is constantly erroring out. I find it frustration to find where to put in a ticket to get some assistance. Does anyone know how to submit a case to...
View ArticleHow to refresh a form at the end of a dialog
Dear all,I have investigated many hours to find a solution for my problem but i did not find something right. I change some fields in my underlie form by dialog. If the dialog will close the user did...
View ArticleError to install CRM connector for CRM
When I install the NAV Connector for CRM I receive the following error: "Inherited roles cannot be modified" when "Adding ISV Extension Privilege to the Salesperson role" (in CRM) action is executing...
View ArticleSet value in Lookup field crm 2011 javascript
set the values to a default search field
View ArticleUpdating an Entity from another Entity
I am looking to update a pre-order entity when a quote is closed. I can not seem to find a way to do this with a workflow. Does anyone have any suggestions?
View ArticleDynamic Grouping with Fetchxml
Hi AllI was wondering whether it is possible use group by in fetchxml using a parameter ie: if the user selects account then the accountname field has groupby ='true' but if they select competitor (in...
View ArticleList of user based on Manager
Hi All,Is it possible to filter user based on manager.In my business scenario, I have 2 user field in a custom entity - the owner is renamed to Service Engineer & a custom field for service...
View ArticleMicrosoft CRM 4.0 - Admin user accounts
Hello.We installed Microsoft CRM 4.0 a long time ago.During the installation we used three user accounts:CrmmailCrmbackupCrmadminThese users are members of our "Domain Admin Group".My question is, if...
View ArticleCRM Dynamics and sharePoint Integretion - object deletion
Please would you like to tell me in case of CRM Dynamics and sharePoint Integretion if we delete a CRM object are the documents stored in SharePoint also deleted?
View ArticleCRM Dynamics and sharePoint Integretion - Renaming objects
In case of renaming objects in CRM dynamics folders that are automaticaly created are also renamed or not?Thanks in advance.
View ArticleTemplate report fields not refreshing
Hello,I am using Microsoft Dynamics CRM for Office 365 package. There are plenty of useful template reports (e.g Sales Pipeline), but the problem is that I am not able to edit them, and the changes...
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 ArticleCreating workflows to delete duplicate leads
I would appreciate any assistance in doing the following:1. Creating a workflow to merge all duplicate leads, and deleting the non-master record.2. Creating a workflow to detect duplicates between lead...
View ArticleConvert the TextBox Field in to Lookup Field in CRM 2011 Javascript
Hi Guys,I am desperately looking for Convert the TextBox Field in to Lookup Field in CRM 2011 Javascript any one Please help me
View ArticleCall custom WebService in plugin
Hello,I need to call a web service custom in a plugin, Is it possible? Thanks
View Articleunable to open user screen after rollup 13
After installing rollup 13 i am unable to open a user in the system settings.When using the validation tool it look that it has something to do with the javascript what is hiding the windows live-ID....
View ArticleTerritory entity: 'one salesperson allowed or a group of salespersons' -...
Hello,I'm using on-premise.Searched everywhere how to add a group of sales person -> seems not possible.Same for adding multiple territories into one territory as said into the help documentation...
View ArticleLoading CRM forms is very slow!
Hello,Loading from the screens in CRM is very slow. When i choose the item 'Dashboards' it takes approximately 7 seconds before this form is loaded.Can somebody give me tips how i can make the form...
View ArticleQuery Builder Error in CRM 2011
hi,We are trying to save the records of the entity and we are getting the below Query Builder error even we have admin rights.Below are the exceptions details,Exception information: Exception type:...
View ArticleImporting organization - DB not listed in import wizard(CRM 2011)
Hi,I have a problem to import one of my organization. I restored a backup from a DB I'm using on another CRM Server on another SQL instance to import it on my DEV CRM server. So when I start the import...
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