Outlook CRM plugin not syncing cases properly
We have CRM 2011 on premise.One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from the...
View ArticleBest way to send notification to specific user when a contact is added to...
Hello all,I'm wondering what the best method is to accomplish the following:I'd like to have an email notification sent to a specific user or nonuser (if possible) whenever a contact is added to the...
View Articleidentify unread emails?
Hello - Is there a way to identify unread emails in CRM through an Avanced Find query? I'd like to display this report on the dashboard to help ensure that contact correspondence does not get neglected?
View ArticleCRM Online - EMEA still not working
Despite the announcement that the issues have been resolved, our CRM is still not working. 1. we get randomly redirected to <organizationname>--s.crm4.dynamics.com2. the CRM Email router doesn't...
View ArticleHow in workflow to send email to address stored in a text field?
CRM 2011 on premise.When we create a case we enter the email address of the person that reported the issue. We want to create a workflow to email them details of the case.I want to specify the...
View ArticleCRM Online - Error when grouping by fiscal period
I'm getting an error "The value for period must be between 1 and 13" when using dategrouping="fiscal-period" if the date range spans more than a single fiscal year. If I group by month (or week), no...
View Articlesharing views with roles?
Hello - I know how to share a view with specific users. However, is there a way to share a view with a specific role?For example, if I want all users with MyNewRole to see the views then I'd like to be...
View ArticleCRM 2011 Email Router: Question re Outgoing Access Credential
We have CRM 2011 on-premise and configured the email router to send messages with a specified access credential (say, emailrouter@mycompany.com). We've also configured the personal options to allow the...
View Articlehow to export custom dashboard solution?
Hello - I'm trying to export a custom dashboard solution. I've created a Dashboards 1.0.0.0 solution and I'm trying to add my custom dashboard to it. However, when I select Add Existing >...
View Articleweird crm for outlook behavior?
Hello - I'm developing a CRM system with another developer. We're currently testing and he's using CRM integrated into Outlook. The email service in the plugin auto-generates and sends an email...
View ArticleError message when saving opportunities in CRM 11
Hi there,Recently users across my organization began receiving error messages when saving opportunities. Any changes to an existing opportunity, or newly added opportunities, are not saved. It doesn't...
View ArticleHow can I add "Start Date" options in the service activity wizard...
I am looking to add 3 and 6 month options to the "Start Date" picklist for the schedule service activity wizard (activityscheduling.schedulingdialog.aspx). I do not see this picklist in the available...
View ArticleHow to change max number of record shown in a view
How can I update the number of records shown on a page in a view? for instance, there are 5000+ records on a view but only 250max are shown on each page. Can I change this setting?I've checked from...
View ArticleUse function from one JScript WebResource in another
I added a new custom button to the ribbon and clicking of that button calls javascript function from JScript WebResource. But in that function I would like to call another function from another...
View ArticleShowing contact's address in email body for workflow email notification
Hello everyone,I have a workflow that sends an email to a user whenever a field in the contact form changes. The email is regarding the contact. Is there a way to show the regarding contact's address...
View ArticleNew Organization has Tables Missing Fields
I am trying to create a new organization, but, I am getting error SQL server messages when we start adding workflows that indicate that there are columns missing from some of the tables – such as...
View ArticleCRM2011 Crashing
Hi,OUTLOOK keeps crashing when I try and use CRM2011 Outlook plugin. I get the following error message:Problem Event Name: CRMUnmanaged Problem Signature 01: 5.0.9690.3448 Problem Signature 02:...
View ArticleServer Information
I trying to find a quick and easy way to store web server information in Dynamic CRM. It has to be somewhere that is easily accessible and easily updated. Any suggestions?
View ArticleConnections on the Contact Information Page
I am not super technical, but we would like to be able to view contact connections or marketing lists on our main contact information page instead of having to click on one of these in the navigation...
View ArticlePopulate account name based on search string in look up record window
Hello everyone,Is there a way to automatically populate the account name field in the new account form based on my search string in the look up record window?For example, if I search for "Account A"...
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