Can I make changes to a sales process that has already been activated?
I need to make changes to a sales process that has already been activated for selected opportunities. I pause the workflow for the opportunities, then deactivate the process and make the changes, then...
View ArticleDocument Management (just add urls, NO SHAREPOINT)
Hi guys, I have two questions regarding Document Management.1) I have Appointment record where I want to add list of URLS to external websites. I DO NOT want to utilize sharepoint to store files....
View ArticlePayment Processing
Good Morning,I am looking for a widely used ISV solution for payment processing in CRM. We have a number of clients starting to ask for this functionality and I was hoping someone out there has some...
View ArticleNotes don't save if you click "save as completed" before clicking "save"
I'm trying to figure out if this is a CRM glitch across the board or just our system. If you type a note into an activity and then click "save as complete" the note does not save to the activity. In...
View ArticleIssue Upgrading MS CRM 2011 To MS CRM 2013
When I try to import an organisation using the deployment manger, I get an error "There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls...
View ArticleJSprovider.ashx error
Since the upgrade to CRM 2013 we sometimes encounter error messages coming from the JSProvider.ashx The error message:<CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion>...
View ArticleHighlight tracked(inCRM) Outlook meetings with different color?
Dear users - is there a way to highlight meetings in Outlook that are tracked in CRM with a different colorWe use CRM 2011
View ArticleCRM 2013 Online Activate/Deactivate Confirmation Not Working
I have noticed that when I deactivate a custom entity record (happens to be non-activity type entity), the interface presents no confirmation dialog allowing me to choose the Status Reason...
View ArticleCRM PCI Compliance
CRM Online is PCI Compliant and we can store Customer Credit Card information. Will it be right to say that Microsoft Dynamics CRM On Premise as a product is PCI OK but the customer need to take care...
View ArticleHow do I sum two fields using sdk?
I have a custom entity "new_operator". Within the Operator entity I have 2 fields - 'WIP' and 'Cancelled'. They are both money fields. How do I sum-up the values of both WIP+Cancelled, and store in...
View ArticleHow to change a users business unit
I may be missing something obvious here but I can't change the business unit on the users details form.Go to Administration - Users - select a user. Under 'Organization Information' it shows the root...
View ArticleUsed Fields
Hello,I am looking to fill a dropdown with picklist that are currently being displayed on a specific entity, i.e. used vs. unused when customizing a form. Here is my call, then on the response, I...
View ArticleAn error has occurred .Try this action again. If the problem continues, check...
After installation of CRM 2011 update rollup 11. All Users , all machines
View ArticleExport Marketing List
I would like to export all contacts from a specific marketing list. But I would also like to define the columns that are exported. I also understand that there is a 10 000 row limit on CRM exports....
View ArticleError setting up CRM for Outlook
I am getting the error below when I attempt to install and setup CRM for Outlook.Error| Exception : Unrecognized request parameter: ReturnNotifications at...
View ArticleDoes CRM app for tablet necessary need IFD deployment ?
Hi There,I'm trying to connect my Win8 tablet to my CRM on-premises organization with the new CRM app.Unfortunately, I'm not able and always get the error : "Error - An Error has occured - Please try...
View ArticleCustom Entity for Alerts / Notifications
Dear Forum Members:I am trying to build an Alert / Notification system in Microsoft Dynamics CRM (online) to notify Users when Contracts are close to expiration.I noticed on article on the internet,...
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Time Stamp for Notes
Hey guys - is there a setting to configure the time stamp on notes?For some reason, ours only shows the time of the message and not the date. This makes it very difficult to use - as there is no...
View ArticleCRM 2011 outlook client
When CRM 2011 outlook client is installed on a new machine or reformatted one after we run synchronize with CRM we notice that old closed activities in the CRM web version are reopened and showing up...
View ArticleRibbon Workbench
Hi! I'm trying the CRM 2013 trial versión and I cannot find the button to attach a file to an account Do you now how to attach a file to an Account or Customer? Does anybody know how can I open the...
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