Locked fields
Certain fields have a red padlock on, some of these only appear once you have filled in the section of the farm - for example the Estimated Revenue on opportunities. I have looked in form editor, but...
View ArticleOutlook client cannot be configured after installing Critical Update
Hi,We have RU11 before then we installed Critical Update. But after installing it on both server and client side. Outlook client cannot be configured. Here is the config log:11:28:11| Info| ===...
View ArticleGraph Percentage of late activity per user
I need to build a pizza graph showing Percentage of late activity per user on the techinical manager dashboard.Does anyone can help me please.TksBassi
View ArticleCRM 2011 upgrade failed with Object not found exception
CRM 2011 upgrade from CRM 4.0 has failed at step upgrading original body text and updating body text for reports with Message = Object reference not set to an instance of an object for a custom report...
View Articlelistbox -vs- checkboxes implementation?
Hello - I have a custom entity. For each instance of the entity, the user should have the option of selecting a specific set of workflows he wants to associate with the entity. I can get a UI working...
View ArticleDynamic Email Templates - Dynamics CRM Online 2011
could dynamic email templates be used in a Dynamics CRM Online 2011 environment - does anyone have experience with this, please?
View ArticleCase Resolution
The Polaris case resolution form does not display the billable time when I click the resolve case button so I cannot edit it. After I open up the case resolution activity (after the case is closed),...
View ArticleMicrosoft Dynamics CRM 4 for Microsoft Office Outlook 64-bit (Outlook Client)
Hi, I am having some problems with users not having the mail merge icon in the Contacts list. Also the CRM button is missing from Word (using Office 2010 64 bit). So the mail merge is unusable for any...
View ArticleSetting up Email Router for Dynamics CRM 2011 Online with Exchange Online (2013)
Hello Everyone! I am trying to set up a Email Router for Dynamics CRM 2011 Online with Exchange Online (2013) from Office 365. Here is what I've done so far: Install the Email Router in some server...
View Articleconditional workflow?
Hello - I need the ability to implement a conditional workflow. I know how to create a standard workflow/process. However, what are my options for implementing conditional w/f logic? For example, I...
View ArticleSynchronizing Outlook Contact Picture With Dynamic CRM 2011
Hi,Does anyone have any idea how to synchronize the outlook contact pictures with the contacts in Dynamic CRM 2011?Thanks
View ArticleCRM 2011 Outlook client error when setting Regarding
I have one user who has rights identical to other users. For this one user, when he attempts to set regarding in the CRM Outlook Client, he received this error: The selected team does not have...
View ArticleCRM 2011- Changing layout to Right to left (RTL)
How can I change the overall layout of CRM2011 to from LTR to right to left?
View ArticleSuddenly can't open/create case in new UI
Hi,I have been editing the case form and publish it once a while to see the outcome. It was working as expected. Suddenly I can't open active cases nor create new cases. It give me a very generic...
View ArticleCRM 2009 how to add additional fields to mail merge?
I have a problem with CRM mail merge. There is a limit of 62 fields, but I need to get 180 fields to my report. Is there a way to get pass this? How could I encrease the number of fields in CRM Word...
View ArticleCRM 2011
Is it possible to create percentage of records closed after first level escalation in dashboard??
View ArticleCRM 2011: email template load error
below error is logged while loading template. its only appears to one user whereas other users with the same security role have no issue. Unhandled Exception:...
View ArticleConfiguring Connector for Microsoft Dynamics CRM 2011 and AX 2012
Hi, I am trying to configure Connector for Microsoft Dynamics to integrate CRM 2011 and AX 2012 for the first time. I have referred the Installation Guide and completed the configuration accordingly...
View ArticleImport Fail
I am trying to import an un-managed solution from my production environment to my development environment and running into some issues. When I run the import everything goes smoothly until the Root...
View ArticleImport data for demo version
Hello. I am running Microsoft Dynamics CRM Online demo version and would like to import data from my MS CRM V3.0 database. The import facility ask me to point to a .xml, .csv, etc but nothing about...
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