Contoso labs - How?
I have build the CRM VM. labs document says to import solutions and CSV files but I am struggling how to do it as there is no mention of it. "Import Data" functionality is available to entities. Say if...
View ArticleTurn off Phone Click-To-Call
Hi - With the new phone type, is there an option to turn off "click-to-call"? I tried disabling the skype add-in and the field still contained the hyper-link which contains a call to Skype.
View Articledisabling context-menu
hello community. is there a straight forward way to deactivate right click context menu to prevent user from clicking on a record in a subgrid on the main screen and print previewing a record?
View ArticleError configurating CRM 2011 with Outlook
Hi guys, I have an issue, which I have not been able to resolve, and driving me crazy..I cannot connect to Outlook, what even I do. Connection via url is just fine, but when it comes to Outlook, I’m...
View Articlehow to create new language pack installation?
Hi dearsi am looking for a way to create my own language for ms crm 2013, that it is not supported by default.how many way is exist for creating a language pack for ms crm ?also calendar is...
View ArticleContacts - can they be owned by multiple users?
Hello,If two reps both want to own a contact that is currently owned by only 1 rep, can this be done? Ideally, I would either have both own it so it shows up under My Contacts, or be able to clone it...
View ArticleDynamics CRM for Outlook error
HelloI have one user who always receives an error message when tracking e-mails:"The logged-on user does not have the appropriate security permissions to view these records or perform the specific...
View ArticleCRM 2013 reporting extension on existing reporting server
We are in the process of upgrading to 2013 CRM. We currently have a 2011 CRM reporting extension installed on our report server. When trying to execute 2013 reporting extension installation, a prompt...
View ArticleQualifying Leads: Create a second contact?
Hi -I have customized the Lead entity so I can record the details of a secondary lead contact. When I qualify the Lead, I am able to create a Contact record for the main contact on the Lead record, but...
View ArticleTrigger a Plugin
I Registered a plugin, and i need to trigger, Tell me how to trigger a plugin in ms crm 2013 points wise.
View Article2011: Campaign activity: No log for not send emails shown
Hi,If I send Emails via mail merge, I cannot see a Tab with Entries for all the Contacts the Email was not send because the "do not send marketing mails" field is false.The User is Administrator.How...
View ArticleWhere to write SQL Queries in MS CRM
I Need to get records in accounts entity with sql queries, How to write sql queries and where to write them. eg : select accid from account
View ArticleSet- Auto Numbering Field
There are Automatically 7 Fields in Auto-Numbering such as ContractsCasesArticlesQuotesOrdersInvoicesCampaingnsMy Requirement is to create a New Field of my own , how to create a new field.
View ArticleVerifying imported data
Hi,i am migrating our legacy application to dynamics CRM. So I need to importd around 30K contacts and 65k cases. Is there any way I can verify the data imported from database? I need to check the...
View ArticleNeed Assistance with Auto Number solution from Codeplex
Hi, I have successfully installed this third party solution for auto numbering (advcrm2011autonumber.codeplex.com) and was able to add a counter under Settings>Extensions>Counters, but the...
View ArticleCRM 2011 - Exchange Rate Currency Update
Could you please anyone brief/clear explanation where will exact use the Exchange Rate currency value update in CRM2011?
View ArticleObject doesnot support property or method 'Form_onsave' on Appointment save.
When I try to save an appointment from an Account using the Information form, I am getting an error on save, Object does not support property or method Form_onsave. We dont have any Event Handler...
View ArticleDevelopment, Testing and Production Environments for CRM Implementation
I am from a Salesforce background and currently learning Dynamics 2013 Online, so please bear my naivety.In Salesforce, there is an option to have sandboxes for development, configuration and testing...
View ArticleCRM 2011 - Custom column required is bypassed in outlook
I have custom column (Date) in a Appoitment form which is made required based on another option column (If column InfoFlag is set to 'yes' then make the Date column required). It works fine when the...
View ArticleProfile picture URL gives 404 in CRM 2013 on-premise
I think this has been reported before, but could not find a bug report when searching the forum.Suspected bug: In the Dynamics CRM 2013 on-premise RTM version (from MSDN), when adding a profile...
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