email template scenario
Hello - I have a scenario where I need to open an email, put the email in reply mode, and then auto-insert an email template at the top for a response. This all needs to be done programatically through...
View ArticleOn-premise upgrading to CRM 2013?
Hi,Who's upgrading on-premise to CRM 2013? Since it's a big change to a completely new UI I was wondering what was the key benefits and features driving your company decision to move to the new...
View ArticleClik here to view.
Contact Records Won't Save
Several of my users (but not all) have recently begun experiencing trouble saving new Contact records (or making changes to Contact records).If they click 'Create' (top left corner) or 'Save' (bottom...
View ArticleEmbedded image at crm 2010 email body copy paste from local pc
Hi,I want to ask about solutions how to let crm 2010 user have the ability to copy an imageand paste it or drag/drop an image that exists at his local pc and put it as part of crm email bodyand to be...
View ArticleClik here to view.
CRM – SharePoint Integration – Upload Multiple Documents menu item missing
We are using the CRM to SharePoint integration to display quote documents that reside in SharePoint in CRM. When viewing the SharePoint point document library within CRM under the Upload option most...
View Article40 potential Web Resources issues for 2013 CRM Online Fall update
Hi,I just received an email from Microsoft saying the following:The organization XXXXX has 40 potential issues with their Web Resources for Microsoft Dynamics CRM 2013Although to my knowledge no custom...
View ArticleLine Item Number in Quote Product
Hello,The quote products are sorted by product name but there is also a field called lineitemnumber, which seems to to be utilized. I would like to use it and order the products by this number. Is...
View ArticleData storage
Hi, We have had a message to inform us that we are at 80% of the data storage limit of our subscription. We have had Dynamics since June, so we would like to find out how much we had then, compared to...
View ArticleCan't get marketing lists on campaignactivity
Hello,I try to get all the marketing lists that belong to an campaignactivity. I did the exact same thing using the 4.0 endpoint where it worked fine. Now, using 2011 endpoint, I get the exception...
View ArticleCRM Online Entity Mapping possible?
Hi, It is possible to Create field mappings between entities on CRM 2011 Online?Thanks.
View Articlecreate a task and add to queue using crmservice.asmx - crm 2011 on premises
Hi all , I have external application where I use crmservice.asmx to access crm data , I did many things like create update accounts , contact , create orders etc.now I need to create a task and add it...
View ArticleImporting Contacts to Accounts: Duplicate lookup reference found.
I'm trying to import contacts into accounts that already exist on CRM, and have been de-duplicated. However, I'm still getting import failures because of error 0x80040352 - A duplicate lookup refernce...
View ArticleSSO From CRM
We are attempting to access an external site, and want to know if it's possible to use SSO using the CRM credentials? We're using some IBM software, and our goal is to build an iframe with the IBM...
View ArticleTry this action again. If the problem continues, check the Microsoft Dynamics...
I turned on Tracing and this is the error log:# CRM Tracing Version 2.0# LocalTime: 2013-09-18 09:16:51.305# Categories: # CallStackOn: No# ComputerName: CRM# CRMVersion: 5.0.9901.0003[2013-09-18...
View ArticleOutlook CRM 2011 UR14: Offline Mode not working
Hi thereWe have CRM 2011, server and outlook client bith on UR14. Outlook addin works fine after some inital headaches, but Offline mode does not work.Environment: Win7 SP1 x64, Office 2010 32bit, CRM...
View ArticleAuto populate contact email when email is sent to opportunity using outlook.
I want to auto populate the TO field in outlook mail (using crm plugin), auto-populated with contact email address for opportunity, It does for lead but doesn't do for opportunity for some reason. Is...
View ArticleCRM for new beginners
Guides on getting on the CRM Platform and thriving successfully in it. Suggestions and Views Open to all
View ArticlePreventing new Opportunity pop up on new User Interface
Hello,Have you guys found a way to prevent a qualified lead to automatically transition into an Opportunity when working within the new User Experience?Thanks.
View ArticleAutomatically creating account record when Lead is qualify
Hi,How do I prevent creation of Account record when I qualify a Lead in the new form (Polaris)? Note: In previous version, there's an option to choose whether you want to create an Account, Contact and...
View ArticleConvert a Quote to Order with Custom Fields
I have added a option set field to my Quote form called "Terms" which the sales person selects for the terms of the contract. When I convert that Quote to an order what is the best way to take that and...
View Article