Crm and office 2013
Hi,One of our users is having a problem. He got a new Laptop. Win 8, office 2013. Server is Dynamics crm 2011 with latest roll ups.The crm add-in is always disabling itself after a reboot of the...
View ArticleApplying rule to entity to prevent duplicate records
Hi All,I have a question regarding creating a rule on entity for not allowing duplicate records, how can we achieve this validation? Thanks in Advance,Waqas
View ArticleUnable to access other's records even though I am System Administrator
I am new to the CRM system and I would like to export all contacts.I setup my user as the system administrator security role.When I open CRM, I can only view my records.Please advise.
View ArticleCan not create invitation code on CRM contact !
Hello Everyone,I installed customer portal and after deploy the web site i need to test it by invite someone to register So,When i try to generate an invitation code, nothing happen and an error...
View ArticleSecurity
In Contact information, is it possible to lock the mandatory fields, so that only people in the highest group (top management) can see them. As these fields are actually mandatory.
View ArticleHow do I create lookup columns in CRM 2011 Online?
In CRM it is possible to link records together using a many-to-many relationship. Xlink uses this functionality to create a relationship between an appliance record and a job record. In previous...
View ArticleSocial
Hello,I am a belgian student and I am about te make a report about Social media within CRM.Can someone give ma litlle more information about social crm within Dynamics? Is it possible to download...
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BIDS - Unable to connect to data source CRM 2011
Hi everyone,I've just setup and deployed CRM 2011 as a student management system for a school, but having real trouble getting BIDS setup with CRM 2011.Reports are working perfectly with the report...
View ArticleCustomerSource access
How do Dynamics CRM Online customers that acquire their subscription through Microsoft Online Services Portal - O365 - gain their access credentials to the Dynamics Customersource portal?Historically,...
View ArticleWhy is the field security radio button for Source Campaign in Orders disabled
I'm trying to create field security on the campaign id field in the order entity. When I go to do that the field security radio button is grayed out. What would be the reason you can't enable field...
View ArticleTaking first 4 values of a field and putting it in another field
Title basically says it, I want to take the first 4 letters of the last name field and put it in a different field. Is this possible via workflow or jscript?
View ArticleCustom Entity Activities: Roll-up to Account
I've seen a couple of posts on the Web where people have tried to implement their own solutions for ensuring Activities created on Custom Entities show on the Account page, but it appears this isn't an...
View ArticleOutlook 2013 CRM Client Connection Issue
I have been trying to get my outlook 2013 (installed on windows 8) MS CRM client able to pass my creds to the server. I can install the client into outlook, then I click on the "configure microsoft CRM...
View ArticleSearch body of Email/Case
Hi,real quick question: is it possible to search the body of an email that has been created into a case when creating a new view?I have emails coming in and I want to be able to sort by ones that have...
View ArticleOutlook Client Sync - Causing Workflow to Start
I have a Service Activity workflow that sends an email on record create, and when the Scheduled Start date changes. My Users are all using the Outlook Client and there are two Users who receive this...
View ArticleSharepoint integration issues after CRM Rollup 12
We installed Rollup 12 (on-prem) and updated our Outlook 2010 clients yesterday. Now we cannot access the documents folder when in an account in CRM (using the Outlook 2010 plugin). We updated the list...
View ArticleAutomated email when lead or opportunity lost
How would I trigger a workflow to start when a lead or opportunity is closed lost? What is the field or fields I need to test as a trigger?
View ArticleCRM for Outlook - in some instances is tracking Internal eMails automatically...
CRM for Outlook - in some instances is tracking Internal eMails automatically inadvertently, why, how to control this?Once scenario: An internal manager sends an eMail to their team. The internal...
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
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CRM 2011 UR12 addCustomView issue
Hello.After installing UR12 I found the issue with Xrm.Page.Ui.addCustomView method in IE10 and Firefox/Chrome. It still using selectSingleNode() method after getting ajax response (see the picture...
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