Unable to open CRM website, the requested record doesn't found or you don't...
Event code: 3005 Event message: An unhandled exception has occurred. Event time: 04/04/2013 10:10:04 Event time (UTC): 04/04/2013 09:10:04 Event ID: 0eaeeba0b61c4c8e922bbbd9e0e51b23 Event sequence: 56...
View ArticleSetting Personal Options for all users simultaneously
Hi, A customer has asked that all users should have the same settings for tracking outlook emails in CRM - is there a way to do this for all users simultaneously or do you have to set up each user...
View ArticleProblems after Rollup 12 and13
Hello , ive come across some serious issues after these 2 rollups .after i installed the rollup 12 we have problems with reports , event viewer sais "Web service request SetDataSourceCredentials to...
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Custom Workflow Plugin has been registered on CRM Dynamics 4.0 but record has...
Please help..I have now registered the assembly and created a workflow also and tried to test it but is not working at all.My requirement is to create a Car details (cir_cardetails) from Contact...
View ArticleWhen migrating from an other CRM, best practice for security roles
Hello,Before migrating with my ETL tool, as you know, I have to create all the users of the previous CRM, and assign to them a security role.So, I created a new security role called "standard" with all...
View ArticleGoldmine Custom Field to MCRM custom Field or MCRM new Entity?
Hello,I would like to have your advice on some custom fields I am migrating from GM 5.5.In GM, we created 4 custom fields related to the contact's competitor (! and not like in MCRM where the...
View ArticleMigration best practice - Organization Structure, before or after?
Hello,I am migrating from Goldmine 5.5 to MCRM 2011 and I have a simple question.When you perform a migration, what is the better to do regarding the organization structure into MCRM:- first migrate...
View ArticleDifference between sales region and territories / how to migrate from Goldmine?
Hello,In Goldmine 5.5, we have 6 "Sales Region" (US/UK/EU Central/...) and each contact has a sale region assigned.I want to migrate this value for each contact to MCRM using Starfish ETL but:I saw on...
View Articleassigning security role to form I don't see the other business units roles
I want to assign a custom form to a security role in a certain business unit. However, I am only presented with the root business unit's roles.How can I see the roles in all the business units so I...
View ArticleVery actual problem (workflows & security roles)
Hi, I face such problem, please advise how to solve it: I have USER A and USER B. For the USER A defined such roles, which do not allow to see or edit USER B's actions (e.g. tasks). Now in the system...
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CRM Error - Record is Unavailable error
When attempting to access my CRM test environment, I receive the error below: A few weeks ago, I originally was able to access, but I think the issue started after a typo in my name was fixed on my...
View ArticleOffice 2013 + CRM 2011 Plugin - usability issues?
When viewing an email's list of recipients (in the "To" field, for example), there is no way to get to the "old" contact view, where there is a "CRM" tab to manage the Parent, view in CRM, etc. How do...
View ArticleAfter rollup 12, service calendar does not show arrived status correctly
Anyone else having a problem with this?If you are,please VOTE on it to get MS to fix it. More votes = MS fixes it more quickly. No votes = MS is oblivious to it, ignores it, and makes...
View ArticlePSA professional service automation for CRM dynamics
Hi,I am looking for some information on PSA module in CRM is it an accelerator offered by a partner or Microsoft?How the integration is done with CRM On Premise and Online ?How much it cost?Any doc...
View ArticleCan I integrate FG Pulse app in Microsoft Dymamics CRM?
Hi,I would like to Know if I can integrate FG Pulse app into MIcrosoft Dynamics CRM for managing social media.
View ArticleRelying Party Certificate was not found. Relying party is out of date.
Yesterday, we updated the SSL certificate in our ADFS CRM server (both applications in the samen server). All worked fine till today, when the older certificate expired. We began to have problems...
View Articlesecurity profiles and business units
I am so stumped.I have the header business unit for the company and 3 child BUs (UK, Asia 1, Asia 2) based on region and then grandchild BUs based on department (sales, Support etc).I have roles...
View Articleselect owner when import a record
select owner when import a record Screen below allow me to change the owner when i try to import some records into leads entity. Normally i will change to other owner instead of myself. After i...
View ArticleSearch Filters
We set up search filters to use as views. When searching a view, our searches are searching EVERYTHING and not staying confined to just the created view.... IE, I have a view set up for "my contacts"...
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problems with user logged
good morning, I have a problem with a user login!, in the upper right does not show the user name, display the word "system", and when I go to any item of a navigation panel option, I see two errors...
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