Problem with report
Hello,I have made report in Visual Studio (datasets, report designer). I have one field whene user can select one of few vaules.If I use this field in report then when I generated it in CRM in the...
View ArticleDynamics CRM to GP Integration
I am aware of the free connection tool available for CRM/GP integrations, but was told it has limited touch points and will only integrate for one company. Therefore, it appears that customization is...
View ArticleDynamics Connector communication object errors
I'm not sure where to post this, but I'm having a problem with the Dynamics Connector (across two entirely separate projects). It's been configured to synchronize between NAV and CRM 2011. The logs are...
View ArticleCRM 2011 Instance Adapter - CRM Online to CRM Online. "An Item With Same Key...
Hi,Just started playing around with the instance adapter and have come across a few problems. User/Picklist/Price List/Currency have all imported fine, however Product and Account fail with the error...
View Articlepre-populating date fields exluding weekends
I think this should be possible but was wondering how you would do this? I expect the changes for be in this line..." var endDate = new Date().setDate(now.getDate()+3); " but instead of now do I just...
View ArticleCannot Throw Plugin Exception when Create OpportunityProduct after update...
Hi All: I use CRM 2011, after update rollup 10. I cannot throw any exception message in plug-in when create opportunityProduct, the system exception message is not my expect.. Please give me a...
View ArticleCreating a marketing list from an excel database - all entities are in the CRM
We have an external database of event attendees who we would like to email via clickdimensions. We know that all these contacts exist in our CRM because our import failed due to duplicates. None of...
View ArticleChanging the default views for Assigning record look up view
When assigning an opportunity to another user or team- in the look up record box I want to change the default drop down views a.) from User to Teams b.) All teamsTo help teams avigate around more...
View Articlenew entities
I created a new entity and can see the fields associated with the new entity in the left pane called fields. When i open the form, not all of those fields that seem to be associated with the new entity...
View ArticleCannot start Import Organization in Deployment manager!
Deployment manager cannot start Import Organization: Microsoft Management Console has stopped working - a problem caused the program to stop working correctly. windows will close the program and notify...
View ArticleDynamics CRM 2011 - SSRS BIDS - query builder - fetchXML based query -...
Today i started getting a very strange error in BIDS while putting together a fetchXML based SSRS report. While creating a new report using the 'report wizard', when i reached to a stage where i paste...
View ArticleCRM OUTLOOK CLIENT DO NOT SHOW ORDERS, INVOICES, QUOTES
Works fine in a WEB brower, but not in CRM OUTLOOK CLIENT. I can access everything else
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View with Connection and Contacts
Dear All,I was going to make a view in which we could see contacts of a two user, for example all contacts of Peter Ludwig and Steven Gert and furthermore, connections from another user, for example...
View ArticleHelp with Word XML Templates (Microsoft Dynamics CRM Online)
Dear Forum Members:I have been developing a Microsoft Word (XML) Template for Quotes in Microsoft Dynamics CRM Online.The process for merging the product line item data into Word XML Quote Template is...
View ArticleClose Open appointments via workflow
Hi,I am using Dynamics CRM online and have been requested to set up a workflow that will close the appointments regarding a lead from the Lead window and I just need to know if it is possible.We have a...
View ArticleMicrosoft Dynamics CRM for Outlook is the same for Online and on-premise?
I have Microsoft Dynamics CRM for Outlook installed and running for my online crm. Now I installed on-premise version. Should I need another installation of Microsoft Dynamics CRM for Outlook? or I can...
View ArticleHow to update or apply rollup an organization?
I have already installed Rollup 13 but in Deployment Manager it still shows status failed, an old version 5.0.9688.583, update is available.I do not see a way to update a specific organization!
View ArticleCRM 2011 Report Wizard header
I have a client that needs to insert security classifications into the header or footer of reports that they create using the Report Wizard when they Print the report.They dont want to get Custom...
View ArticleCRM 2011 Solution Export Problem
Hi Guys,I have the problem to export the Unmanaged solution in CRM 2011Basically I Just converted the Managed To Unmanaged solution and sort out the Warnings while exportingbut the thing is After...
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