Required fields not enforced when accessing via CRM SDK webservices
Hi,As my name suggests, I am very new to CRM so please bear with me if my terminology is wrong.I am attempting to utilise the webservices provided by the CRM 2011 SDK to write some data to entities. At...
View ArticleWhat is the best phone system to integrate with Dynamics CRM?
We are looking to migrate to Dynamics from our current CRM and we also want to migrate to a new phone system. For our phone system we currently use Verticle's Televantage which is not being updated...
View ArticleTrouble installing for Outlook...Install failed. Dr. Watson install failed...
Hi Everyone, I just picked up a new laptop with Windows 8 and Office 2013 - When I went to install the for Outlook I got the error - Installation failed. Dr. Watson installation failed - or something...
View Articlesecurity entries generated by the crm 4 e-mail router
is it normal for the crm 4 e-mail router to generate entries in the security log
View ArticleHow to automatically track email responses?
I'm using CRM 2011 and I am looking to send a marketing email via a mail merge to about 1,000 contacts.I have configured my outlook in the email router to work with the CRM. I have enable tracking...
View ArticleMicrosoft Dynamics CRM for Outlook Configuration Wizard Error
Normal 0 false false false EN-US X-NONE X-NONEDear all,Please guys I need your help, I’m trying to configure MS dynamics CRM for outlook, but I didn't succeed. I got the following error: “Cannot...
View ArticleWhen will DisableMapiCaching regedit no longer be necessary?
Hello,Does anyone know when Microsoft will resolve the issue where results displayed per page in the grid view don’t display correctly, as well as the Server Only View? For example, in the grid view...
View Articleautomatically expand to use available space?
Hello - I was changing the properties for the Assignments grid on the Company form. For this particular grid, there probably won't ever be more than 20-30 rows for the organization. Therefore, in the...
View ArticleMS Dynamics CRM connectivity with PHP
I have created a trial account on https://portal.microsoftonline.com/ for Dynamics CRM.CRM is accessable from https://<myorgname>.crm.dynamics.com. now want to integrate it with my php based web...
View ArticlePHP: Setting a different lead owner
Hi guys,I use PHP to login into MsCRM and add leads. This all works and the leads are logged successfully into MsCRM.I use my own account for logging the leads, but I have some issues while setting...
View ArticleCRM Online - Login error: You are not a member of this organization
Hi all!I've activated CRM Online on our Microsoft On Line Sevices (we are a Microsoft Gold Partner) but I've a problem with authentication by some of our users that already partecipated to a trial of...
View ArticleCRM 2011 (on Premise) rollup 12 Times / Cases / Service Activities Issues
Is anybody else experiencing the times on service activities reverting back to 12 am so you have to scroll through the full listing each time?Also, when completing service activities / cases they do...
View ArticleI am working with the oData endpoint available in CRM 2011. having issues...
I am working with the oData endpoint available in CRM 2011. I am trying to use the arithmetic functions which are part of oData but getting a HTTP 400 Bad Request when I try this URL:...
View ArticleError in field calculation
I am trying to get a field to do a simple calculation and put the result in another field. Here is what I haveField 1 = Estimated Project Amount (estimated amount of a project)Field 2= Fee % (Fee...
View ArticleCan you setup two (2) companies in one CRM Account for testing purposes?
We would like to bring in accounts by testing an adaptor first before we try it in our active company. Is there a sandbox for testing purposes and how do you set it up?
View ArticleEmail Templates and Data Fields
I'm using Accounts to have all the info of my customers and have a primary contact setup for every Account.I'm using Emails templates with Data Fields, I have trying to make a email template to be send...
View Articlehow to query phone calls in crm db?
Hello - I'm trying to find out how many phone calls in my company's CRM implementation are missing Sender and Recipient info. I queried the PhoneCall table/view in the CRM database but I don't see any...
View ArticleCustomising Leads for Projects as opposed to Contacts
Is it possible to alter the fields in the Lead Form section so that the Lead is categorised/ identified, not by Last/ First Name, but by the Topic?
View ArticleImporting CRM 2011 Organization into CRM 2011(new server)
Hi,We encountered problems during redeployment Dynamics CRM 2011 from old to new domain.I already install MS SQL 2008 R2 and Report Builder 3.0 same like old server. And backup and restored 2 database...
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