Import Sample Data - Stuck!!
The import had been 'In Progress' since 1/26. I attempted to cancel it, and now it seems to be stuck in the 'Canceling' status. How can I get around this??Unhandled Exception:...
View ArticleViewing Project Appointments and Project E-mails
Our users are having an issue viewing Project E-mails, Project Appointments and Activities when accessing CRM through outlook and/or the web. Could the issue be a permissions issue? If so, what are...
View ArticleFetch XML - How can I compare two fields on a contact form?
I'm new to creating SSRS reports using MS SQL Server 2008. I am trying to compare the company field found on the contact form to a custom field where we hold a company name for an Alumni. I thought...
View ArticleError After UR 12 install (IFD)
After the installation of UR 12 my CRM 2011 deployment no longer worked. I am receiving the message below: An error has occurred. Try this action again. If the problem continues, check the Microsoft...
View ArticleCRM 4 Portal with Java
Hello all, My company planning on extending Microsoft Dynamics CRM 4 Portal with JAVA programming language. So this portal will consume CRM 4 web services with Java.My question is :1. Is there anyone...
View ArticleMicrosoft Dynamics CRM
How to Push lookup table Data into microsoft Dynamics CRM using C#.NET Code....????
View ArticleRetrieve all fields of activities
Hi,I am using CRM 4 and developing a windows application in which I need to retrieve all open activities. I am querying activitypointer entity but I am not getting all the desired fields like...
View ArticleOpt-in & Opt-out of Automatic Polaris upgrade
Hi all,We have a CRM 2011 Cloud customer who overnight was upgraded to the new Polaris release. We were under the impression that this would not happen but instead we would be able to plan the upgrade...
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Microsoft CRM Online - Outlook Client and BIDS Report Cannot Connect
I am having an issue with my main PC that impacts my ability to use the CRM Client for Outlook as well as create Fetch-based reports using Visual Studio 2008 with the report authoring extensions.CRM...
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Report Formatting Problems after Update
I went from UR2 to UR12 and somewhere along the way, the formatting of my custom reports changed. The reports are for generating invoices and quotes to send to customers so the formatting is important...
View ArticlePlugin Dynamics CRM project Missing in Visual Studio
Hi,I modified existing plugin in Visual Studio. when I want to deploy my modifications, the Crm Project is missing in the Solution Explorer. How can I deploy on CRM if I can't right click and select...
View Articlehow can we remove unused fields from the "add column" functionality view?
We have many built-in fields that we don't use on certain entities, is there a way to remove these from the add column lookup when configured column views?Thanks for any help
View ArticleOnline vs. On-Premise
Hi All, Is there an updated list of differences between Online and On-Premise based on the December 2012 service release? Thanks!
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Printing Case Record - Scroll Bars On Comments
When my client goes to print their cases, they now print with a scroll bar on the comments. Here is an example: I need to disable this and allow my client to print their records with all of the...
View Articleneglected lead reminders
I would like to create an automatic email to my sales team to remind them they have a 'neglected' lead. Neglected would mean they have not touched the lead in two days after it was assigned. I found a...
View ArticleHow to Display Email Address (not contact name) in closed activities?
Hello,When reading an e-mail in a contact's closed activities, I would like to see the contact's actual e-mail address, not his contact name.The contact has two e-mail addresses (primary &...
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HELP! Workflow looping and sending same ET email over and over!
Hi all,To give a bit more background to the issue, we have recently set up a third party connector that feeds into our CRM 4.0 environment via a two way web service sync that occurs every 5...
View ArticleArchiving e-mail causes deletion in CRM - Enterprise Vault with CRM 2011 for...
Hi,We see some weird behavior with e-mails that are archived being deleted from CRM, and need to get in contact with someone who can help or can guide me in the right direction.We have a client where...
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