Field Label Alignment
I am using CRM 2013 and can not get the Form Field Labels to align right.Can anyone help me.ThanksR7crm
View ArticleCRM2011: NavBarByRelationshipItem: ViewId setting not applied
Hi!I'm trying to configure an entity form to display specific views for different relationships on the same entity.So here is the scenario:The "phonecall" entity has to relationships to the "contact"...
View ArticleCRM2013 with IFD ADFS 3.0 issues
Hi all,I'm struggling now for few days I cannot make Dynamics CRM 2013 internet-facing deployment to work with ADFS 3.0 on Windows 2012 R2. CRM is installed on Windows 2008 R2, upgraded from CRM2011....
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CRM 2013 - Locked Field Has No Properties
Hi All,On a CRM 2013 form I have a locked field on the form, yet, there are no properties for that field (see screenshot).This is on an upgraded 2011 form and it's the second time I have seen this....
View ArticleUnable to change Account ownder
When I try to change the owner of an account the ownership changes but than the page reloads and the owner is reverted to the previous owner. I've got full privileges on assign for account, and field...
View ArticleOpportunity View
With the recent upgrade of CRM 2013 when I open an opportunity both from within Outlook or directly through IE online my view does not include a general area that shows probability. It may be missing...
View ArticleCRM 2011 Online User License indicates that data loss will occur when disabled
What does that mean, "Data loss"? Is it immediate? What exactly will be lost? We have 37 total licenses, with all of them used. We need to free up a license to add a new user. We need to be able to do...
View ArticleAppointment Import
Is there anyway to import appointments to CRM Online? I have an old set of calendar appointments from a predecessor - I was not a resource on these appointments so cannot simply click Track for them...
View ArticleCRM 4 IE compatibility
I have a customer who is concerned that the latest version of IE that they are using is not compatible with CRM 4.0 as I believe that only works with IE 6,7,8 and 9 and does not work correctly with IE...
View ArticleCRM for Outlook broken but worked previously
I'm having the same issue a lot of people seem to be suffering trying to make CRM 2011 for Outlook 365 work. I get the "There is a problem communicating with the Microsoft Dynamics CRM server. The...
View ArticleUnable to install CRM 2013 Outlook Client
I'm unable to install the CRM 2013 Outlook Client. It failed to install and is now rerunning the installation assumes it's an upgrade. Can someone decipher the setup log and offer some...
View ArticleExport records from QA / Import to Production environment
Hi,I'm looking for an easy way to export the contacts and accounts I have on my QA environment and then import them into my Production anvironment. There there any fast and easy way to do it without...
View Articleactivities open minimized
We are using MS Dynamics 2011 for outlook. We are on ru 11.2. I have one user that when he opens a contact record then clicks on an activity, the activity opens minimized. I tried him using CRM on the...
View ArticleAdd a new link to Common area In an entity form?
I really like to add a link to Common area to show all Emails (closed or not). Also each email indicates if it has attachment, when selected, preview the content below.Possible?Now just too many steps...
View ArticleRun workflow when a condition on all related records is met
Is it possible to run a workflow or a report to pull records where a condition on all related records is met? For example, say I wanted to pull only Opportunties where all of the related Activities are...
View ArticleChange Business Process Flow Stage to Next Automatically - CRM Online 2013
Hi,Business Process Flow allows moving to next stage by clicking 'Next Stage' button. We want it be done automatically.For Example: Last step in Stage A is "Identify Estimated Revenue". When user...
View ArticleShare record with Multiple Teams?
Hi, I have an APPOINTMENT entity where users can add notes and once done they can then choose share function and share with a specific team who then receives a notification of new notes. The problem I...
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 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 ArticleSSRS reports for CRM 2013 On Prem
We just upgraded Dev environment to CRM 2013 On Prem. I need to create SSRS report for Case entity. I have VS 2010. What version of SQL Server I need to get Business Intelligence Development Studio to...
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