Workflow 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 Articleworkflow wireup?
Hello - How do I wireup a new workflow class in CRM? I have a workflow assembly that I've registered with the plugin registration tool. I've added a new CaseCreate workflow class that extends...
View ArticleCRM 2011 Email Template Issue
Hello,Since upgrading to 2011, I'm having issues creating a usable email template. The text font will only render as Times New Roman, even when I change it to other fonts. It's infuriating. Has...
View ArticleCRM 2011 for Outlook - Won't Load
Hi All -We have a client that is on CRM 2011 On Premise. One of their users is unable to get her CRM for Outlook Add-In to work. She is running Outlook 2010 and has a Windows 7 machine. Apparently it...
View ArticleTwo Options field default value not showing in form header
Hi,I have created a Two Options Field with default value of No, and placed it in both the Form header and the form itself (as a checkbox).It is not showing any value in the header (just blank) until...
View ArticleEdits to System Views Won't Publish
If I create a customize system view, or even edit an out-of-the-box view, the changes don't take effect. The only way I can get it to work is to create a brand new system view - and make sure it's...
View Articleworkflow design pattern?
Hello - I was curious about the design pattern you follow when you know up front that a w/f will require a CodeActivity class?In this scenario, do you typically choose to delegate all w/f logic into...
View ArticleCRM Outlook Mail Merge Creating CRM Activities
Hello,I am attempting to make mail merges through the CRM interface for Outook. I want to create activities. When i am at the final state of the mail merge, the option for "activity detals" is grayed...
View Articlew/f codeactivity design - create/update/delete?
Hello - How can I determine the action of create, insert, or delete based on the CodeActivityContext within the CodeActivity?
View ArticleTouch/QSI
so...added a custom field to each of the 7 main activity entities which can distinguish between straight activities and a Quality Sales Interaction or a Touch. If I were to leverage the 'My Activities'...
View ArticleUploading Contacts to Multiple Accounts with Same Name in CRM
Hi Everyone,I have a question about uploading contacts, let me describe the issue I'm having.So I have about 40 sales people that I have to upload accounts and contacts for into CRM. The way the CRM is...
View ArticleCreate CRM 2011 online record through aspx page
HiI have created an aspx form and create Entity record through Organization Service.(mycompany.crm4.dynamics.com/.../Organization.svc) using CRM 2011 onlineit is working fine using this authentication...
View ArticleBing Map and Views Integration
Is there a feature in CRM 2011 that will allow for the creation of a map based on the results of a view? Somewhat like a chart view, but a map of all locations in the view, whether the view is...
View ArticleHow to import accounts and contacts with same names?
Hi,I'm importing the contacts and accounts of my company for the first time. We are 2 weeks far for the Go Live.I'm facing failures on the import process because Accounts have same name (but different...
View Articleunregister workflow - component cannot be deleted?
Hello - I tried to unregister a w/f assembly but the plugin registration tool failed with the following error:"The PluginType component cannot be deleted because it is referenced by 1 other components....
View ArticleCRM 2011- Customizing default calendar
How can I change the default calendar to Shamsi(jalali) in dynamics crm 2011
View ArticleCRM Charts: Excel (2010), PowerPivot, & SQL 2008 (no R2)
I have an account manager who wants to start making some nice dynamic charts. With the technology listed above what are my best options to make this work? Do I need to upgrade Excel to 2013?
View ArticleCRM email router heavy SQL load
Hi,I am seeing a huge amount of SQL activity caused by a query from the CRM email router. This query is one of the highest CPU / IO consumers on the database. I can't find any posts from other CRM...
View ArticleCRM2011 Workflow
Hi,I have a question about workflows.Is it possible to send a system view in an e-mail using workflow at every monday?I have created a workflow but I couldn't add a stage for sending every monday.And...
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