Convert opportunity to Account
Does anyone know the answer to this; Pre-Polaris we were able to convert a lead or opportunity to an account, but after Polaris release, using the sales process; Lead > Opportunity - when clicking...
View ArticleCannot assign Leads to different Owner
Hi all,I just googled all around and didn´t find a solution for my problem:Problem: I cannot assign a Lead from user X to user Y. (no one of those users is me!)What happens: I select leads, click...
View ArticleCreating an activity view to see sender/recipient and to/from
Is there a way to set up a view so that we can see All closed Phone Calls and Emails but also display the sender/recipient from the phone call and the to/from from the email?I would like to be able to...
View ArticleCRM scope
Hi, I have just loaded Dynamics CRM and Im trying to work out how far it goes.Currently we use sharepoint to generate quotes and orders. We log every day we do against a job (using a circular lookup )...
View ArticleDocument integration with CRM on-premise and sharepoint online
Hi All,I've been strugling to get the integration right. I think i know what the problem is but let me go through my steps.1. I downloaded the list component and activated it on sharepoint online.2. I...
View ArticleConfiguration Wizard won't run
I'm trying to change an organization on the Outlook client for a user on CRM Online, but when I try and launch the Configuration wizard I get the following error:"Problem communicating with the...
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 ArticleXML and Excel spreadsheets
Hi,I have a business requirement to have client fill out an Excel Spreadsheet form with nice graphics and colors that will be used to push information into CRM 2011. The problem is that the files that...
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CRM 2011 Online - Status field in header
On out of the box entities, when adding the stock 'Status' field to the header it causes the header to display an additional tab (in addition to the read-only version) called Header containing all the...
View ArticleIain
I'm trying to evaluate de-duping in CRM 2011 online. I can't seem to get the de-dupe dialogue to launch... I have the configuration settings all ticked and the rules published ok but, when I add a...
View ArticleControling the creation for duplicate tasks in CRM 2011
We are struggling with duplicate workflow created tasks in CRM 2011. These tasks have an identical or near identical time stamp (created on). The workflow starts when a specific field is updated, then...
View Articlecrm relationships and related buttons/views?
Hello - I'm working on a CRM system with relationships defined between entities. There is a 1:N relationship defined between company and opportunity. There is also a 1:N relationship defined between...
View ArticleCRM LIVE 2011 - CUSTOMISING ON LINE HELP
Has customised online hello for CRM LIVE 2011, and is how is it done, please.
View ArticleReporting Error
I have a customized report done in BIDS. There's no problem in BIDS but when I added it in CRM there's an error "The report cannot be displayed. (rsProcessingAborted).I've done these...
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 ArticleHow to import fetchxml.xml
Hi,I know I can export my queries from CRM 2011 but how can I import fetchxml.xml after modyfying it? I'm sure there's a way...Thanks...Sampsa
View ArticleProduct Line Items & Quotes are absent at Opportunity form in new UI.
I did not find Product Line Items & Quotes at Opportunity form in new UI . When I turn to Classic view& change the form view from opportunity to Information, I can see everything including all...
View ArticleImporting default solution - The entity with a name = 'RecordCountSnapshot'...
HiI upgraded an organisation from cRM4.0 to CRM 2011. I then took an export of the default solution in order to use on another organisation without affecting anything in the organisation i just...
View ArticleUpdating CRM Online From An Azure Hosted App Using The Windows Azure Service Bus
HiI have set up a CRM Online Trial and also a Windows Azure Trial.I have implemented the following SDK Sample Code and got it all working:Sample: Azure Aware Custom Plug-InSample: Azure Aware Custom...
View ArticleMonthly Update of Custom Fields in Account Entity
My sales guys want a lot of performance data for each of their accounts. We have this data in another platform. Is it feasible to update this custom performance data in CRM on a monthly basis using...
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