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An error occurred with the Microsoft CRM Outlook add-in. Restart Microsoft...

An error occurred with the Microsoft CRM Outlook add-in.  Restart Microsoft Outlook and try again. HR=0x9cd20009. Context=General. Function=CExplorerEventsRoot::SelectionChangeInternal. Line=519This...

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Saving data on the new UX Forms

Has anybody received an error saving data through the new UX forms that works on the Classic Forms?I have an organization right now where I can't save anything with the new forms but if I switch to...

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What creates the records for the WorkflowLog in the PrincipalObjectAccess table?

The majority of the records in our PriciipalObjectAccess table are for the WorkflowLog entity.  I feel like I understand the general role of the PricipalObjectAccess table related to sharing and the...

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Multiple users using the same data

Hi,I am trying to set up multiple users to access CRM (only 3 of us) however it appears when they login with their domain account, it creates a new set of data in crm. How do i configure the package so...

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Very strange behavior with a post create plugin: can create annotation with...

Hi,I have a very strange behavior with a post create plugin registered on a custom entity.This custom entity has a lookup field on a quote entity. Every time a user create an instance of this custom...

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CRM Disconnected?? (2011 online, using Outlook add-in Rollup Update 12)

We are implementing MS Dynamics CRM 2011 online (via ADFS), and are planning to heavily rely on the CRM Outlook client/plugin/add-in (RU 12) but are having major problems with the operation of our...

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customization source control strategies?

Hello - What type of source control strategies do you use to manage your customizations?  Are you aware of any specialized software used to manage CRM customization changes in a multi-user environment...

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Email's not being logged to my CRM card

Working in a small office of 10. Everyone else's outgoing emails are tracked to their CRM contact card but mine have not been tracking. In fact, mine never have.I can't find any setting that are...

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CRM 4.0 Upgrade

I have recently upgraded to CRM 4.0 from 3.0, needless to say this has not gone smoothly! however my latest problem is that I cannot access or create any kind of activity. When I try a get a completely...

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Track in CRM for Appoinments

How to Dissable the "Track In CRM" feature for Appoinments created in the CRM and synced to the outlook calander

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Contract Lifecycle Management

Does Dynamics CRM have a native component for contract lifecycle management?

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problems with xml 3000 export files

Using CRM 2011 for the first time to export then re-import for update. In 4.0 this was a routine process, that worked flawlessly. Now there seems to be some issues. As we have also upgraded to Outlook...

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Copy CRM Online Organization

Is there a best practice to copy the entire contents of an organization to new organization?I have been able to find guides for on copying premise organizations... but what about online?

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CRM 4 - Report Server Crash

Can someone help me locate the steps needed to restore the connection to a report server? It's been several years since I worked on the server. The server crashed and there were not any server backups...

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Installing CRM 2011 on Windows Server 2012

I have tried to install CRM 2011 on a fresh Windows Server 2012 (Hyper-V Virtual) and found nothing but issues during the installation. MS states an additional setup pack is required to support WS2012...

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CRM Outlook Client Performance issues

Need some help: CRM Outlook Client Performance issuesThanks,Derek

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Adding columns to mini-views on new UX Forms

Have any of you been able to add more than two columns to the mini-grids on the right on the new UX Forms?For example, adding "Job Title" as the third column on the contacts grid located on the new...

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outlook addin issues

I am running outlook 2010 64bit, and the outlook add in also 64bit for my CRM online client, and the first few days everything ran fine.But then the add in's even though were enabled in the add in...

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unable to change the domain login name

HI, I am getting an alert "unable to change the domain login name" in CRM screen while creating the record in MS CRM .I have changed the registry entry "AutoGroupManagement" to 1 , still getting the...

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Unable to Change Domain Logon Name

Hello,I created the 50 different users in active directory and assigned them a role in CRM. But when I try to login as the user. I get his error message " Unable to Change Domain Logon Name. You do not...

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