error creating opportunity from quote
Hello - I'm getting the following error when I try to create an opportunity from a quote:"Quote can only be linked to opportunities within the same account"I googled this error message and did not find...
View ArticleAdd users to CRM online programmatically
When you add a user manually in office 365, you get an email with your password etc. I want to do this process via code. Currently when I add user to crmusing systemuser:SystemUser user = new...
View ArticleIssue updating old companies
Hi - we recently upgraded from v3 to v2011 (roll up 11) we have just stumbled across an issue affecting all users which means that they can't update an address of a contact or company. if its a new...
View ArticleWeb to Lead Forms
Is there the option to set one of these up using Dynamics CRM itself and not using an add-on or plug-in??
View ArticleService Activity Report and SharePoint Documents
Can someone assist me with a fetchXML report I am trying to create. What I would like to do is to create a report which pulls all the information from the service activity form and also include all the...
View ArticleSSL/443 - Internet Explorer has restricted this webpage from running scripts...
After bringing up a new installation of CRM 2011, RU 12, and changing to SSL/port 443, we get the message "Internet Explorer has restricted this webpage from running scripts or ActiveX controls" when...
View ArticleError going offline
When trying to go offline even with a criteria specific to one account or accounts owned by me(which would not include the one specific account) receive the error "failed move data for entity account"
View ArticleOutlook 2013, CRM Addin and SharePoint Online - This content cannot be...
Hey all,I'm having an issue using Doc Management from Outlook 2013 getting the common 'This content cannot be displayed in a frame' error after clicking on documents. Everything works fine when I'm...
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 ArticleAre the emails being read
My marketing department has asked me whether or not CRM has the facility to let you know if an email has actually been read.We clearly have the option to see who has received it and if there were any...
View ArticleCRM 2011 UR12 error
Hi everyone.I am facing a strange problem with the update rollup 12 of CRM 2011. The install process runs without error and the organizations are updated.When I connect to my server, I can browse the...
View ArticleDR for CRM Dynamics 2011
Hi All, We have a CRM Dynamics 2011 server in our production environment that connects to a SQL database on an instance on our SQL cluster. We would like to have standby-DR for this. Any idea on how we...
View ArticleCRM To Jira?
Hello,Is there a way to interlink CRM to Jira so that we can use CRM to interface with our clients and then escalate to Jira (our engineers) while transferring over the information from CRM to...
View ArticleDynamics Connector Mapping
Not sure if this is the right forum. I'm working with the Microsoft Connector for Dynamics. I'm wanting to connect two CRM Organizations. Is there a way to quickly map all attributes of a source...
View ArticleCRM 2011 Online Trial
Hello,I have signed up for a CRM 2011 Online. I am attempting to sign up for another 30-day trial instance so I can do some testing. Is this possible to do?
View ArticleUnable to set regarding field in emails with certain Security Roles
I am currently testing out a CRM instance with the trial. What I would like to do is:If an email arrives in the system I would like to use the 'regarding' field to link the email into a case. The case...
View ArticleCreate Report: Cases Created/% Escalated
Hello, Can someone please help me with how I'd create a particular report I need for my organization?I am looking to make a report that shows a 6 month trend graph of:1) Total # of Cases Created Per...
View ArticleProject vs a Case
I'm working with a client that wants to use a case as a project. I tried to explain that a case is used more to manage an incident like a compliance issue, a contract dispute, a request for service...
View ArticleProblem updating salesorderdetail (Order Product) records using CRM 2011 SDK...
I am getting and exception while trying to update an existing record in salesorderdetail entity. Below is the exception I am getting"A validation error occurred. The value of 'salesorderstatecode' on...
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