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Post UR12: Problem with modifying Notes

After the install of UR12 when a user that has privileges to modify notes at the organization level either creates a note or modifies one it modifies all notes associated with the account and changes...

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How to avoid the Mail metro app from emailing a link from a CRM record?

Hi,I am running Windows 8 and Office 2013 with CRM 2011. All is well until I emailed a link from within a record i.e a service case or contact. Instead of opening my standard Outlook it CRM asked me if...

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Custom plugin crashes in Outlook CRM client

Hi everyone, I'm having an issue and really hope someone can help. I have a custom plugin registered against the lead entity on the RetieveMultiple event on the pre-process step. I'm using it to...

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Outlook Client fails to install

Hello,I'm attempting to trial CRM with our Office365 E3 account but am unable to install the Outlook client as it fails on rebooting the desktop PC with ""windows script host" "there is no script...

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CRM 2011 Outlook Add-in Crashing Outlook 2010

With the add-in enabled, a few minutes after opening outlook an error will pop up saying outlook has stopped working. Outlook will close and reopen. If I disable the add-in outlook stays open without a...

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Dynamic Navigation Links after UR12

I had this issue come up and I thought I would share.  Many of you may have seen the following code out there for doing dynamic nav links from the left navigation panel:function SetNavigationLinks() {...

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Error when tracking Emails in Outlook for MS Dynamics CRM 2011

HiMy user has been encounter issues when tracking emails in Outlook. Issue happens intermittenly and error is"There is a problem communicating with the Microsoft Dynamics CRM Server. The server might...

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Importing managed solution on CRM online 2011

I tried to import manages solution on CRM online 2011 but got following error on Equipment:The evaluation of the current component(name=Entity, id=a7a0b367-219b-44de-9ee9-239e3b5c7a4e) in the current...

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Subgrade in the form

Hi, I have 2 subgrades in the custom form: first of them shows N:N entities, second 1:N entites. After pressing save button in the form, these 2 subgrades became disable and to re enable them I need to...

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Create new Company and Contact through direct Database query

Hello,I'm currently trying to create new contacts and companies through direct database calls. I found 3 major tables containing e.g. account information : dbo.AccountBase, dbo.AccountExtensionBase,...

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How to migrate MS Dynamics CRM 2011??

Hi guy,Anyway, from my previous https://community.dynamics.com/crm/f/117/p/102894/197076.aspx#197076 topic.After i complete to import the organization. what is my step? because i have no idea to...

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64-bit Outlook Client Install fails

Greetings,Outlook 2013 64-bit on Windows 7 64bit CRM 2011 Worgroup on Server 2008r2 64-bit with SQL 2008 r2 on box.When I go to install the 64bit CRM client I receive the following error:"The...

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Query and Layout

Hi, I have a custom lookup field (connects with Contacts) in the Account's form. I want to get all contacts in the lookup view which parentcustomerid coincides with the account's name. Here is my code:...

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How to enable Save or Send emails for users who does not have any privileges...

We have external users who access Dynamics CRM via internet. They are restricted to look into users on any level. Now we need to provision them to send emails from CRM but it throws error as they don't...

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crm 4.0 dynamically filtered entity view

I need to allow the user to apply some custom filtering on a custom view to further reduce the result set. sort of simulate the advanced find but within the view itself.I tried to create a custom aspx...

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Adding Attachments other than Sales Literature to Entities

I have had several requests from Sales and Marketing departments to add documents to entities.  For example, Marketing would like to have the completed branding agreement added to the Account screen...

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Exporting Versioned List to Excel from Sharepoint for use in Dynamics

I am trying to export my 'Opportunities' list in Sharepoint into Excel so I can import it into Dynamics CRM. I have a list in SharePoint that has versioning turned on. This list contains a multiline...

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Workflow to add Users to Teams

I would like to create a workflow that will add Users to relevant Teams based on a location field which updates from an HR file integration process. However, I'm a bit befuddled as to how to accomplish...

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Email 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...

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Duplicate CRM2011 VM?

Hello! I have 01 virtual machine with SQL Server 2008 R2 and CRM2011. My DC's are in other machine. If i duplicate the VHD file and configure another virtual machine using sysprep to change the...

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