Security Role
A specific user needs the ability to create and delete addresses in the More Addresses section. Is there a way to configure the security role so that this user can delete Addresses without the ability...
View ArticleAdd new contact from Outlook
Hello,I frequently find myself wanting to add an existing, single contact from my current Outlook contact into the CRM via the Dynamic CRM Outlook plugin. I've read how to do this for importing all my...
View ArticleWorkflows stopped working
We had set up Workflows to create an User Activity to send an email in several entities.Last week, they all stopped working for all users. Was there a Microsoft upgrade that changed something in the...
View ArticleFiltered Lookup using Javascript
Hi, I've found this link for filtering lookup using BLOCKED SCRIPThttp://sliong.wordpress.com/2012/04/18/crm-2011-filtered-lookup-using-javascript/ Please help me to understend how can I replace the...
View ArticleProblem with Recent update
I need a way to change back to the way cases were shown before each one of these issues worked before the most recent update. There are three problems specifically I could use help on.1. When one of...
View ArticleSetting up Dynamics CRM For Non-Sales Based Company?
I've been tasked to evaluate Dynamics CRM for my company and I'm having some trouble with the setup.Problem is, is that we're a government consulting firm, so we don't have a need for...
View Articleactivitycontext.getextension
Hello - What does ActivityContext.GetExtension<T> do? MSDN says it "returns an extension of the specified type."Return ValueType: TThe extension of the specified type if present; otherwise,...
View ArticleDynamics for Outlook client changing default settings
I want to be able to change the default settings of the Dynamics for Outlook client during the install/configuration but the settings available in the xml file seem to be very limited. I know the...
View ArticleCRM 4 - How do you create open Phone Call activities and assign them to a...
I need to frequently generate many open phone calls based on lists of Contacts. The Contact entity has custom attributes roughly equivalent to storing 3 individual CRM users on each Contact (User1,...
View Articlehow to prevent duplicate emails?
Hello - I'd like to add some code to ensure that CRM doesn't send duplicate emails, for example, 2 identical approval request emails to the same approver. The following method exists in the codebase...
View ArticleInsufficient permissions on all new forms ater UR12 update
I updated CRM 2011 Online to the new cross browser functionality.Now all users get 'Insuffucient Permissions' when they try to access one of the new forms (Accounts, Contacts, etc).I can set their role...
View ArticleLinking Products to Business Units
HiCan you link a Product(s) to a business unit?I can only see users being linked to BU's.I want to link products so users can only see products that they have security right to see.Michael
View ArticleWork-around for control access to system values
In our organization we would like some fields of the contracts were only visible to some users supervisors: for example, the pricing values.According to Microsoft Dynamic CRM documentation - control...
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After installation of CRM 2011 update rollup 11. All Users , all machines
View ArticleCrm2011 Reports Annotation's (Notes)
I have created a report that displays information regarding service activities however I cannot figure out how to add the "Annotation" or Notes section to the report. Does anyone know how to include...
View ArticleProduct Info Entity
It appears as if I damaged my order product when trying to place a java script to update the unit when selecting an exisiting product. I no longer get the products sorted by price list when I try to do...
View ArticleProduct key change error MS CRM 2011
Hi there,I want to change product key for my MS CRM 2011 installation but I'm getting below errorError MessageThe product key is not compatible with the installed version of Microsoft Dynamics CRM....
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A more user friendly way to enter data into N:N relationship
Hi Guys,I hope someone can help me with this issue. I created a N:N relatinship. However, it is tedious to populate the intersect table. Because the user has to create one record at a time. I am...
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