Help: two mscrm_config files
Can anybody help, the other day our IT dept tried to upgrade from rollup 8 to rollup 12. But things when wrong and the update had to be aborted due to permission problems.As a result of this we ended...
View ArticleNew deployment report server error
Hello,I' m making a migration to MCRM (from VMs currently) and:1. when installing the MCRM reporting service extension, I get an error speaking about a 'Geo' problem2. Would also like to create new...
View ArticleHanging third-party accounts from Account or Contract Line?
Company needs to manage an external "service account" for customers. Every line in a contract will have one product and one related external service account.I've come up with three designs, 1) extend...
View ArticleWorkflow Issues. This process cannot be created, updated, or activated...
I am trying to build a workflow that fires off using a customized field "Billable" that when equal to yes sends an email. When trying to save the condiftion I get the Error, This process cannot be...
View Articlehow is order "request taker" derived?
Hello - I'm trying to understand the different ways "Request Taker" can get associated with an Order.I can do an Advanced Find on Orders where Request Taker = "John Smith". When I open the Order I see...
View Articleany way to view owner history for an opportunity?
Hello - Is there any way to view the owner history for an opportunity? I want to see who the owner was for an opportunity at the time a particular order was created from the opportunity....
View ArticleUpdate company information & apply changes to its connected contacts
In a company I have contact connections where those contact records have the same physical address as the company record.When I update the company's address fields I would like those connected...
View ArticleHow to deploy CRM 2011 Client?
I've been struggling for a while now, and managed to deploy the Outlook client with the SetupClient.exe /Q switch.The deployment seems to fail in some places (not everywhere), so I began investigating...
View ArticleIssue When Printing, Print Preview Email Message from CRM Email Template
I am using CRM2011 and setting up email template. As part of the template I want to embed an image. The image is exposed to the web. When the email is sent from CRM I receive it in Outlook and it looks...
View ArticleImport Issue - Same Primary Contact for Multiple Accounts
Hi,Our organization has different Accounts with same Primary Contacts.Example:1) Account: Company_a , Primary Contact: Mr. A2) Account: Company_b , Primary Contact: Mr....
View Articleany way to use fetch xml as datasource through adv find?
Hello - An end user may have created a report through Advanced Find and this end user may want to followup with support with an inquiry about some of the data returned.I know the user could download...
View ArticleCan OnLoad or OnSave directly touch a SQL table?
Looking to have an OnSave event directly touch a SQL table through a statement similar to this:INSERT INTO tablenamehere (Serial_uid)VALUES('4B79BE33-F896-E211-BBF0-000C29B8F393')I realize I'm probably...
View ArticleFiltering queries on email history
Hello,Sorry if this has been asked--I searched and couldn't find any related threads.We are using Dynamics 4 (and switching very soon to 2011) CRM. I would like to be able to create queries or reports...
View ArticleWord Mail Merge
Hi, I have a two questions connected with mail merges.1) I get CRM money fields in word mail merge like 450,000$. But I want to get it like 450,000 without no mark.2) And finally one more question...
View ArticleExport to Excel
When I export to Excel as dynamic work sheet, i don't see any data coming. any pointers please
View ArticleProblem registering Custom Workflows on CRM 2011 Online
Hi,Since Microsoft had recently updated there CRM online to handle Custom Workflows on its last December 2012 roll-up I'am trying it. However I'm having problems registering my workflow and this error...
View ArticleCreating a work flow to copy data from one field to another
On a company record I want to be able to copy the data from the mailing address fields (address 1) to the physical address fields (address 2) by adding a 'Copy to Physical Address' check box to the...
View ArticleDynamics CRM on Windows Azure?
Microsoft has originally planned to have Dynamics CRM Online hosted on Windows Azure by the end of 2012. What's the latest status of this?
View ArticleHow to configure outlook for dev and production crm
We have CRM 2011 online. We are in the initial stages right now. From microsoft site i downloaded the outlook for crm 2011 client and i could see the crm data in outlook. My question is what should I...
View ArticleCreating new CRM attribute
Getting the error message when trying to save the new attribute. "An error has occured". No more details...
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