How to make a user view into a system view?
We added some user views for the contact entity. How can I make them system views and then export them in a solution?
View ArticleCreate Activities dialog box does not appear at end of email mail merge
We are using dynamics 2011 RU 11.2 with the Critical update. We have a couple users that when doing a letter mail merge, the dialog box at the very end to Create A CRM Activity does not appear.
View ArticleHow to unistall MicrosoftXRMPartnerPortal from our organization CRM 2011 online
Hi, I tried to uninstall MicrosoftXRMPartnerPortal from my organization' CRM 2011 online account, but I can't. It gives me this error: Cannot Delete Component.and when click Details it gives me a...
View ArticleMobile app for CRM online with GPS tracking
Hello Everyone!My friend and I have a desire to develop CRM mobile app for Windows 8 devices with GPS tracking option.The main idea of that app is to put emphasize on 'field workers'. We consider this...
View Articleadvanced find - including and excluding at the same time based on past...
I have accounts that have revenue records associated with them. Each revenue record is an invoice and has all the basic invoice information. We use accounting date to reflect when the revenue was...
View ArticleSending Bulk Email to 10,000 customers, where customers are stored in MS...
I have a MS Excel s/s having 10,000 contacts email addresses for marketing purpose.I want to send bulk email to all of them.To send email do I have import them all in Dynamics CRM 2011 as Contact or I...
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Outlook experienced a serious problem with the 'Microsoft dynamics crm' add-in
Hi guys,I have had dynamics CRM integrated with Outlook for a few months now and have had a really good experience with it so far.A few of my users get the following error message from time to timeI...
View ArticleCRM 2011 Mail Merge Template merge fails for one user
One of our users has always used a number of email templates for sending emails to clients.That function now fails, he can select a template (any template) and the function then errors out. Other users...
View ArticleCRM 4.0 Updating a Decimal field
I created a plugin for a child entity, which takes a decimal value from a field and updates a field with the same value in the parent entity. Most of the time I test it, the parent entity field value,...
View ArticleHow to set an organization's accounts bought from MS CRM online services to...
Hi!My client has a couple of accounts paid for at MS CRM 2011 online services. Our application is able to integrate to MS CRM and now we have uplifted the authentication process to the claims-based...
View ArticleFollow Up Emails Workflow
I have created a date and time field labeled "Next Follow Up". Salesman can enter a date to follow up with an Account, Contact, Opportunity or Lead and I have created a Workflow to send an email on the...
View ArticleCRM 4 Java Script
Can someone help me convert these results to hours instead of minutes? I am just creating a simple time in/out entity. I got the number of hours to auto calculate but it is showing up in minutes as...
View ArticleDoes CRM Itself Runs any index Updates by itself?
I am A SQL Server DBA i donot have much knowledge on the CRM Application end but for one of the client we are using the SQL Server Database Engine services and the application is CRM, BUt we have lot...
View ArticleEmail Router Event View Errors
Hi All,We had setup our Email Router Recently for the first month we haven't seen any errors in our event logs. Today, when I went in to check I noticed that we have a ton of errors.I am hoping if you...
View ArticleQualified vs Ready to Convert?
Hello All CRMers, Wondering what the difference between the lead status reasons Qualified and Ready to Convert is? My manager wants a chart that will show what leads are Sales Qualified and I've put...
View Article500 - Internal server error
I new installed a Dynamics CRM and switched to Claims-based authentication, but when I first logon, i got "500 - Internal server error: There is a problem with the resource you are looking for, and it...
View ArticleCRM 2011 Account Summary Report
I am looking over the reports bundled with CRM 2011. I love the Account Summary report. I want to create similar reports for Leads, Contacts, etc, and make some changes to the existing Account...
View ArticleCRM 2011 Reports to SharePoint Publishing
Hello,My team currently pulls data from CRM on a weekly or monthly basis, create a report via Excel, and manually uploads the report to a SharePoint site.I am trying to come up with a solution that...
View ArticleCRM 2011 InternalOperationPlugin error when updating Account Address
Hi Everyone,I have been battling this issue for 4 days now without any luck. After I exported the default solution, users including the sa could no longer update existing Account address 1...
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