Dynamics 2013 Upgrade
How are other people getting on with their upgrade to Dynamics 2013?
View ArticleTrouble Logging in
Good evening: I have a question......do you have to have Outlook installed on your computer to be able to log-in to the CRM? Just asking as we have 2 computers that have Outlook and we are able to...
View ArticleOpening the resolved Case throwing the error "Unable to get property 'style'...
We are getting the below error while trying to open a resolved Case –"There was an error with this fields customized event.""Field : window""Event: onload"“Unable to get property 'style' of undefined...
View ArticleField Security Profile - Add User Button not visible
Hi,I've given full privileges on the Field Security Profile settings to a non Administrator user, but the user is not able to see the 'Add' button under Users in order to Add users to the profile.The...
View ArticleData migration from one ms dynamic crm installation to another
I am new to dynamic crm. My client have one dynamic crm installation in which I have made some custom changes in some forms like lead, opportunity etc. I have added custom text-boxes, dropdown list...
View ArticleCreate VIP / Primary contacts list
Hi. I am trying to either create multiple primary contacts within one single account, or create a VIP list of key contacts within one single account company. How do I do this in Dynamics?
View ArticleFirst and Last Name order in Contact Search inconsitent
Hi,We have an interesting problem when we search our Contacts. The results show contacts some with First Name (space) Last Name, and some with Last Name (comma) First Name. I have checked the Contact...
View ArticleStartup view/panel in Outlook.
HiIs it possible to change the start-screen in Outlook client when you enter the crm module?
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Duplicates Activities with New CRM 2013
We migrated to CRM 2013 yesterday November 26th. I almost exclusively use the CRM plugin for Outlook. After I updated the CRM 2013 plugin for outlook yesterday I noticed that my activities more than...
View ArticleQueues will not show when clicking on menu CRM 2013
In Service module I click on Queues, and I get is the error message below. But some normal users can see the normal queues page, when clicking on the Queues (both in IE and Outlook)! I'm logged in as...
View ArticleManaged /Unmanged Solutions problems!
Hello,Our client has a fairly large CRM implementation. The previous company that developed the system did all the changes to the Default Solution. The problem is that we have also made changes to...
View ArticleJava Script Prepopulate New Contact and Appointment Records
I am looking for some assistance on some Java Script, either if someone has some code I could use or point me in the right direction. We are using CRM 2013 Online.There are 2 pieces of code I am trying...
View ArticleEmail Settings navigation tab is absent
Hello everyone,the "Settings" -> "Email Configuration" tab disappeared from the navigation menu at our production deployment of CRM Online. Don't know when and under which circumstances it happened...
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Font style is changing in CRM 2011 SSRS report
I have created one report using SSRS 2008 and deployed it to CRM 2011(On-premise). When I run this report from Visual Studio 2010, it works fine as per the font style used(Trebuchet MS). But when I run...
View ArticleContact, Recent Opportunities, Recent Cases- non-stop "loading records" message
When I open an Account, all the previously entered information is there, however the records in Contacts, Recent Opportunities and Recent Cases do not appear. A blinking "loading records" appears and...
View ArticleScript error
Hi, since the update to dynamcis online 2013, I get an annoying scipt error when I close e.g. contacts from the CRM, that I worked on using Outlook (with Dynamics for Outlook 2013).The pop-up says (I...
View ArticleWorkflow to reactivate leads
Hi community,Does anyone have a tutorial on how to create a workflow that deletes a contact after X amount of inactivity and reactivates the original lead?Thanks,Ben
View ArticleWorkflow to trigger email based on date field
Hi -I have a date field in an account, that is set by the user. They may set this to several months in the future. When that date is reached, I want a workflow to send the user an email to remind them...
View ArticleCRM 2011 Outlook Plugin on Windows 8.1 / Office 2013??
Does the CRM plugin work on Windows 8.1 and Office 2013? - I have a clean build of Windows 8.1 (64bit) and Office 2013 (32bit) and need to install the CRM 2011 Rollup 6 client, and then update to...
View ArticlePayment Terms carried over from Entity to Entity ?
I am trying to have the specific payment terms of an account carried over to the opportunity and quote, but workflows do not seem to allow for it. How can I have these carry over all the way through...
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