Clik here to view.
CRM 4.0 Help with replacing assocatiation of record in 1:N Relationship.
We have a 1:N relationship between Accounts and Equipment. Let's say Equipment A is tied to Account A. Our users want to be able to add Equipment A to Account B from within the Account form on the...
View ArticleUpgrading to Polaris
Slightly nervous about upgrading to Polaris.I upgraded in a trail organisation then before electing to "enable new forms", I checked the account and contacts forms and they had both been...
View ArticleUpgrading to new Polaris Forms - what happens to old "pipeline phase"
When upgrading to Polaris forms, can anyone tell me what happens to existing opportunities which have a bespoke workflow which sets the pipeline phase?I am worried about losing this information when...
View ArticleWhere did my qualify window go with Polaris?
I'm using a trial instance of CRM to play with the new UI. When I qualify a lead, I am not given the option if I do or do not want to create an opportunity. This is the case in both the new view and...
View ArticleError installing update rollup 11 v2
I'm trying to install update rollup 11 v2 on my server and I'm getting the error that it completed successfully but the database for my organization needs to be updated manually. Deployment manager...
View ArticleAccessing Contacts under Accounts in updated form
If I am viewing an account in the updated format and select to "Switch to Classic" then try to access any of the contacts in the navigation pane on the left hand side, I receive an error screen. If I...
View ArticleAdd related Accounts to Navigation bar in User form
I tried creating a new 1:N relationship in the form between User & the Accounts of which they are the owner. However when I click on the tab in the Navigation bar, it says that there are no...
View ArticleCRM 2011: Error Configuring CRM 2011 for outlook(Cannot configure the...
Hi,First of all I would like to thank you in adavnce for looking into this issue.I can not configure Microsoft Outlook Client. I get following error when trying to run through CRM 2011 Configuration...
View ArticleCRM for Outlook: Script Error every time we close a Product record
We are experiencing a enterprise-wide issue with CRM for Outlook. We use CRM Online. Whenever a user closes a Product record from CRM in Outlook, they get a Script error message as follows: An error...
View ArticleCustomizing Tasks
Is there a way to customize the appearance of the Task or Phone Call Activity form that is present in the Process-Driven view of Accounts/Contacts/Leads/Opportunities?I would like to add a yes/no radio...
View Articleworkflow framework validation?
Hello - I was curious about workflows steps in CRM. Just wondering if the CRM workflow architecture has built-in validation to prevent duplicate actions.For example: 1 developer creates a workflow for...
View ArticleIncoming requests from leads
We have two scenarios where leads contact us -- either emailing to a sales catch-all address or through a contact form on our website.The contact form is part of our Adxstudio portal add-on. When...
View ArticleImporting notes into existing leads
Dear, Any idea how to import notes into existing leads? It keeps telling me a duplicate lookup reference was found. Error : 0x80040352Thanks a lot
View ArticleRetrieving a new entity when double click an associated view record
Hi there i have an associated view and currently when i double clicking a record the entity defined for the assoicated view is opened (which is the normal behavior).however,i want to change the...
View ArticleJS not work at chrome
hi,after microsoft update rollup 12 i open my crm using chrome 24. but my JS function dosn't work.anyone know about that?thankgavriel
View ArticleHow to demote a Contact back to a Lead
We are using Dynamics online 2011.Our marketing dept have decided that many of the Contacts in the CRM are actually Leads. In past versions there was a 'demote' button or else it was possible to run a...
View Articlecannot add a report to the dashboard
I have a report that has a graphical summary and want to add this report to a new dashboard but cannot seem to be able to. I have searched everywhere for a solution, added the URL of the report to the...
View ArticleError with custom javascript code when retrieve Customer from Case
I have a issue with some javascript code. i use retrieve multiple to get customerid from case like bellow.When i try to run the code i get a error message: "Generic SQL Error", and in the crm/sql logs...
View ArticleClicking Activity causes script error in new interface
Hello everyone!I updated our online instance of CRM yesterday with the December 2012 update. Since doing that i've noticed a lot of niggles, such as where has the resource centre gone so i can actually...
View Article