Can't enter a Deactivation Status Request for custom entity
Hi all,We have a custom entity and before the Fall '13 update we used to be able to hit the Deactivate button and set a Status Reason for deactivation - I was able to create a few different choices and...
View ArticleUpload contacts, multiple owners, merge issues
Hi All,We have just started uploading our Principals contacts from Outlook to CRM. We have approximately 80 Principals which we will be doing this for.There will be multiple copies of the same Contact...
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CRM 2013 Posts, Activities, and Notes
Is any documentation available that can help explain the distinction between "Notes" and "Posts" (specifically, Posts resulting from the "Enter post here" field, see image snip below)?Related, is there...
View ArticleCreate a new activity type
Hello all, I would like to create a new activity type.Is it possible?If yes how and where do I link my new entity activity type.Thank you in advance
View ArticleCRM 2013 Server-Side Synchronization Setup & Troubleshooting
Looking for resources addressing CRM 2013 Server-Side Synchronization setup & troubleshooting issues. I've looked (possibly overlooked?) in the Implementation Guides but only found brief mentions.
View ArticleWorkflow Appointments not showing up on Calendar
I have created a workflow so that an appointment is created whenever a certain type of record is created. It works, but these appointments are not showing up on the regular calendar or the service...
View ArticleCRM 2011 Rollup 15 Outlook client in terminal services
Hi Guys,Based on the release info from Microsoft, Rollup 15 includes one of the following fixes: "WebFormsHost process does not allow to open forms once recycling of processes is complete in Terminal...
View ArticleService interruption today and our entire CRM integration is now gone
Anyone else have their service disrupted today? We received a notice from Microsoft that user's can't sign in, and a few hours later, a second email saying that it was working again, but it's not -...
View Articlewhat's wrong with this queryexpression?
Hello, I've defined the following QueryExpression:var qe = new QueryExpression("annotation"); qe.ColumnSet.AddColumns(new string[] { "filename", "documentbody", "modifiedon" });...
View ArticleSign Out button is not displaying in CRM 2013 IFD environment
Hi,We have configured the IFD for the CRM 2013. But we are not seeing the sign-out button as it was in CRM 2011.Please let us know if we need to do any additional setting for CRM 2013 IFD setup?Note:...
View ArticleCRM for Outlook cannot communicate with CRM server
Re: Resolved | Worldwide | CRM Online | CRM online orgs that use WLID for authentication may be temporarily inaccessible December 2, 2013 The Outlook client still having issue accessing CRM. When we...
View ArticleExport Custom Entity
Hi,There is a custom entity "country" with all countries and its ISO codes. I need to seee that list and if posible be able to export it, to later import it in a new CRM 2013 Online. How can I do this...
View ArticleAlternative to CRM Outlook Client
Hi,Are there alternatives for the CRM outlook client.The outlook client is very unstable,causes outlook to crash and load slowly.The only function that we are tied to is the Track and set regarding...
View ArticleCRM for Outlook 2013
Hello all,Our organization is running Microsoft Dynamics CRM online 2011, but some of our employees are upgrading to Office 2013 and having issues with CRM for outlook. Could you all provide me with...
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How to tell what kind of License your users have?
My organization does not have an Office 365 Admin portal so I cannot tell what license my users have (Essential, Basic, Professional). We have been on MSDYNCRM since the introduction of 2011 and were...
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Upgrade schedule after the 30/01/2014
Hello,We are planning to upgrade the CRM online of a customer in February but when I want to put in the administration panel, I can't choose a date after the 30th january. Is that normal ?Thanks in...
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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 ArticleSlow CRM performance... could it be due to the Atlantic ocean?
We are new CRM 2013 users (starting from scratch in 2013). We are headquartered in Sweden, but have users here in the US, too. CRM and Office 365 were both purchased through our Swedish HQ.I have...
View ArticleOpportunity Product / Decimal Quantity
After last update, always I type a decimal value (like 1.5 ex.) the field value changes automatically to an integer value (15).
View ArticleToolbar missing in Microsoft Dynamics CRM Online
One of my klients are missing a toolbar in CRM Online. If I go to sales, the part between the topbar and the headline is missing.Further more he can't open any of the subjects. If i log in on his PC...
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