weird service retrieve error
Hello - I'm using the following query to get the domainname for a user guid:var domainName = context.OrganizationService.Retrieve( SystemUser.EntityLogicalName, userGuid, new ColumnSet(new string[] {...
View ArticleCustom Fields for Quote Product are not accessible in Quote
Hello community,I have a custom quote product field and opportunity product field - Product URL - that I want to:a) pull the URL listed for the product when the existing product is chosen on the quote...
View ArticleError Closing Email Template Form
I've found a problem when closing the email template form if a user doesn't have write permissions to the entity. The following error is thrown, which suggests that it's a problem with a missing...
View ArticleRich Text Formating in product description
Hi together,we are selling products and services to B2B customers and in some cases the quote itself will be the product description. What I would like to ask is if it is possible to enable some kind...
View ArticleNew Organization has Tables Missing Fields
I am trying to create a new organization, but, I am getting error SQL server messages when we start adding workflows that indicate that there are columns missing from some of the tables – such as...
View ArticleCan only assign a team to an account
I am having an issue with assigning users to an account. It has been customized that I can only assign an account to a team. Does anyone know how to change this back where I can assign to a user...
View ArticleCan the attachment be added in a task which is created in workflow?
We are using CRM 2011. Can a document (e.g. word, excel saved in Sharepoint) be attached to the task created in a CRM workflow? The reason for such request is, the workflow is an approval workflow....
View ArticleCRM 2011 Convert Physical Machine to Virtual Machine
Hi Everyone!I would like to ask everyone if someone already tried to convert CRM 2011 Server from physical to virtual environment. Have you experienced any issue or errors after converting it?Thanks...
View ArticleAdding Extended Products Revenue to All Opportunities View
Does anyone know how to add a column to the Opportunities View that displays the revenue from your extended products on a price list? I know how to add columns to the view, but I can't find the...
View ArticleUnable to add custom Attributes for Activities
I am using CRM 4.0. I do not have an option to create a new Attribute for Activity table in Customize Entities. I am able to add attributes for Contact, Account, Opportunity and Lead by using the New...
View ArticleOutlook Client on Surface Pro
I have just bought a Surface Pro and I'm trying to install the Outlook Client Add-in for Dynamics CRM to link my Exchange account to my IFD version of CRM. I have been unable to complete the...
View ArticleWorkflow unable to publish when using step Create Record
I am using CRM 4.0. I have created several successful workflows, however, if the workflow contains a step for creating a record such as a task, phone call, email, etc. then I receive an error when...
View ArticleSuccessful Import Records not showing
Cant figure this one out - why would several records show they were imported successfully but then not show up in the Fully Imported view?
View ArticlesetVisibility fails after changing document.domain
I am working on an IFD CRM system with a lot of customization. We have implemented Single Sign On so that we can develop iframes and web services to extend the standard functionality of CRM. The SSO...
View ArticleProduct Info Entity
It appears as if I damaged my order product when trying to place a java script to update the unit when selecting an exisiting product. I no longer get the products sorted by price list when I try to do...
View Article"Script Disabled" message in Excel 2013 exporting Dynamic Worksheet when...
Hi, I would like to ask if somebody solved this scenario: When download CRM 2011 data to a "dynamic excel" and try to get the data, the "Script Disabled" message appears in Excel. I did bing some...
View Articledebug plugin issue?
Hello - I'm trying to debug a plugin. I rebuild the solution, then I copy the plugins.dll and pdb to C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly. I also register the latest plugins.dll...
View ArticleCRM 2011 License question
Hello,I just need some clarification on the CRM license. We purchased CRM 2011 Professional Server (On Premise) in June of 2011. The license indicated five CAL named users. Recently, we added more...
View ArticleError "cannot authenticate your credentials" Configuring Outlook with Online CRM
I am struggling to get Outlook configured with CRM Online. I continue getting "Cannot Authenticate your Credentials." I have been working with Microsoft Support for a couple days installing,...
View ArticleCRM Dynamics and sharePoint Integretion - object deletion
Please would you like to tell me in case of CRM Dynamics and sharePoint Integretion if we delete a CRM object are the documents stored in SharePoint also deleted?
View Article