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RU12 and custom views
Hello,is there a (known) bug within RU12 (Outlook Client @ CRM online) and special saved views ?Our customers have defined personal views at e.g. "companys" and assigned as "standard". But it seems,...
View ArticleReporting Error
Hi All, We are using Dynmaics Crm 2011, after installing UR 11 we face with an unreasonable problem.All reports work with CRMAF_ , but if we set a filter that contains [Owning User Manager = XXX]...
View ArticleQuery Data against external lists
Good Afternoon, I have an issue in using Dynamics CRM Online where I need to query Leads in CRM against a list I have externally, is there an easy way to do this? Basically our list is of 1,900 unique...
View ArticleWhy cant you query the "audit entity" with advanced find or reports?
Hi everyone,I've been trying to create a query/report that monitors changes in the "contract" entity.I have found the audit function (settings - auditing - audit summary view), but you can only view...
View ArticleCRM 2011 UR12 cannot open User records
We are having what i think is an UR12 issue..CRM 2011 on-prem environment no UR - I can open a user record.once UR6 and UR12 are applied - I can create a user record but cannot open it.I turned on...
View ArticleAuto Lead Population from online publications
Hello - I would like to know whether Microsoft Dynamics 2011 allows auto population of new leads from online trade publications? Can anyone help answer this one - I have searched the forum and cannot...
View ArticleWeb Services Authentication Problem with Specific User IDs
We have an application that integrates with Microsoft Dynamics CRM online via the API. User provide their credentials through the integrated app, we use the method described in this article for...
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Opportunity Product - price per unit does not get populated - after Rollup 12
Hi, In Opportunity Product entity the price per unit does not get populated when you fetch a product after rollup 12. I tried this in a brand new 180 day trial as well. In pre rollup 12 version it...
View ArticleAll options for CRM in Outlook are grayed out.
I have a single user where every CRM option in Outlook is grayed out. The whole CRM ribbon is grayed out. I have been able to log on through IE. I have also verified that the security role has Sync to...
View ArticleCRM 2011 UR12 Duration fields defaults to 1 minute
Since updating to Rollup 12 all Duration type fields are defaulting to 1 minute instead of staying blank.
View ArticleLink CRM Calendar to website for remote scheduling?
Hello I have a situation that I need to see if there is any kind of direct (or 3rd party) solution for. Situation is that I need to find a way to link the CRM calendar to a website in such a way that...
View ArticleCPU of the local machine to go to 100%. When adding Tabs on the Form
CPU of the local machine to go to 100%. When adding Tabs on the Form
View ArticleIndustry and Customers Size selected in Account form are not appearing in the...
Hi,We are using CRM Online. I followed these steps:1. Selected Industry and Customer Size info in the Account form. Saved the record.2. Opened a Lead record and selected this Account for that...
View Articlecrm reporting guidelines?
Hello - I've been tasked with the assignment of creating a custom report in CRM.I assume that MS recommends using FetchXML as the basis for reporting and recommends against writing T/SQL reports that...
View ArticleUpdate Rollup 12 - IFrame objects on a form automatically add a 'http' prefix
Hi AllAs of Update Rollup 12, when you enter a URL into an IFRAME, it automatically adds a http prefix if you don't add a prefix yourself.This is causing an issue as I'm using relative URLs in my...
View ArticleCRM 2011 - Import is very slow for a specific Security role
Hi All,We are facing issues with the CRM import in our application when we try to import data for users with a specific security role. We have one security role "Test" which has been granted with all...
View ArticleCRM 2011 RU12: Email description field control 'disabled' using IE 10 or Chrome
After RU 12, the 'email description' field for an email activity appears disabled; you cannot type into the field, and if trying to insert an Email template, the description field is not updated either...
View ArticleCRM 2011 - UR12: Notes section on Case form
When a case is reassigned to a new agent/owner the notes field changes the name presented beside the notes from the person who entered the notes, to the new owner of the case.This causes trouble for...
View ArticleCreate email from contact record
We have just upgraded a customer on CRM Online to the Polaris update.One thing we cannot work out is how to send an email directly to a contact from within the contact record.The work-arounds we have...
View ArticleRating/Percentage Opportunity
I have a custom field in the opportunity entity called Percentage % which is a drop down with 10%,25%,50%75% and 95% originally there was a script in place that of you chose from the drop down the the...
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