Qualifying
I am trying to qualify a lead, in my manual it suggests that I should get a window open which lets me choose if I want to qualify it as an Account/Contact/Opportunity, but I don't get that option, I...
View ArticleCan't create lookupfields on dynamics crm 2011 on premise (R13)
Hello,I'd like to ask for your help in solving a problem with dynamics crm that occured for the last couple of weeks. We noticed that we can't create lookup fields anymore.The Server prints an...
View ArticleCannot hide tab “General” in custom form of crm 2011
0 down vote favoriterecently I've faced with strange behavior of Xrm.Page.ui.tabs.get("bla-bla").setVisible(false) On custom form I have a couple of tabs (one of them contains subgrid) hidden by...
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Error creating entity using custom URL
Hello,I am creating an entity by a custom URL, when the entity is loading the following error message appears.Then when I click "yes", the debug page appears with with the following error...
View ArticleView of renewed contracts.
Hello all,I will much appreciate your help to set a view condition, of renewed contracts (contracts that are active due to renewal).I am using CRM online with the last update rollback.Thank you in...
View Articleinternal and external crm org names ok to be the same?
These articles are great for configuring claims-based and...
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 Articlecenter columns on a report
when users create a report, I don't see a way for them to align the columns. Trina
View Articleunable to retrieve AD info
My CRM 2011 server appears to be unable to retrieve AD data from its home domain (the domain that hosts the server). I can retrieve the data just fine from 4 other trusted domains, just not the home...
View ArticleCRM 2011 Workflow Error While Creating or Changing
I keep losing my workflows due to some sort of error. I don't know what is causing the issue but once it occurs, I can no longer open up the workflow. Instead I get the message:Query Builder ErrorThe...
View Articleexternal auth/dev metadata xml return page not available for IFD configuration?
I followed this link to configure IFD.However my auth and dev FederationMetadata.xml page not found.Their example works:auth.interactivewebs.com/.../FederationMetadata.xmlI checked my DNS configured...
View ArticleCRM for Outlook - Set Regarding Look Up Record Issue
Hello,I was conducting a sales training course on tracking/set regarding in CRM for Outlook and one of the sales representatives has an interesting problem. When he went to set an email regarding a CRM...
View ArticleVisibility right based on 'Created By'
Hi,Am looking to define security matrix, but not able to achieve visibility right based on 'created by', i.e. I want my user to see all the cases created by him (Where he may or may not be the owner of...
View ArticleIE10 Spell checking - problems working with the Outlook client
We are testing IE10 with CRM 2011 Update Rollup 13 (on premise), mainly to get the spell checking feature. So far, using IE10 to hit CRM directly, the spell checking works. However, the spell checker...
View ArticleField Secuity Profile and merge capability
We are facing issue where we have enabled field security profile and when users are trying to merge then the users should not be able to do merge. But to have the merge done, we provided Read...
View ArticleNTLM Transport authentication
Hi there,Is there a way to set up Dynamics CRM 2011 to user NTLM authentication over transport security.The default set up seems to be using NTLM/Kerberos but over Message security.If it is possible...
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 Articleworkflow to Change field value in Active Contracts
Hi,We have created an option set "Contract Type' in Contracts form. We want to change the contract type value for some of the contracts with Active status.I created an on-demand workflow to replace...
View ArticleReport for win/loss of opportunities/leads
I am trying to add a report to show the win/loss percentage for leads. I have a Lead field called "MRH owner" which is the person who is helping me with that lead. I would like to display the...
View ArticleQuote : XML Templates (help)
Dear Forum Members:I need help with building a Quote in Microsoft CRM Online (Office 365 Cloud). I have the XML Quote Template sample on a memory key. Just have to upload it properly and generate the...
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