Active Quotes with prices not keeping price on Order creation, but picking up...
CRM 2011 (5.0.9690.3236)We created and activated Quotes that are using a Price List to determine the selling price of the items. Some items have had the price list changed due to cost increases.During...
View ArticleSocial Feed annoyance
Does anybody else find it particularly annoying that activities and notes don't show on the same feed? All of our staff keep missing important information because notes are not shown on the "front...
View ArticleUpgrading from CRM 2011 to 2013 causes select Accounts, and Contacts to error
Hello,I am an Intern at my work place in charge of managing our CRM. We're currently in the process of moving from CRM 2011 to 2013. After our first test upgrade we noticed multiple broken accounts...
View ArticleDynamics CRM 2013 External User / Connector
Hi,On the new Licensing Guide for MS Dynamics CRM 2013 Microsoft just published http://go.microsoft.com/fwlink/p/?LinkId=324515 , there is some basic information regarding 'External Users'.Where can I...
View ArticleReport on sales of products
I have CRM 2011 on premise and I am administrator of it. I am told all CUs have been appliedWe currently use opportunities with just an estimated revenue field and no products. I can happily produce...
View ArticleCRM 2011 Plugin Registration Problem
I was unable to find an answer on the forums for this problem. I am trying to rewrite our plugins following our upgrade from CRM 4 to CRM 2011. I am using the Plugin Registration Tool from the SDK. I...
View ArticleHow do I customize Quotes and Invoices
I am having problems customizing an Invoice and Quote with our company logo, any assistance would be much appreciated.
View ArticleNon Searchable Fields available when creating User Charts
Hi thereWe have quite alot of fields set to not be searchable, but they are still available for users to select when they are creating charts. Is this a bug? Has anyone got a workaround quicker than...
View ArticleWhat is new in CRM 2013 ISV.Config?
Hi Can anybody please let me know what is new in CRM 2013 ISV.Config?Thanks in advance
View ArticleProblems after dynamics crm upgrade
Hi l can anyone help. We have been through the dynamics upgrade and are experiencing a number of issues primarily:-All previous history (calls and emails) have gone from the records we have already had...
View ArticleDisappearing Appointments in CRM Online
We are having an issue with random appointments disappearing. We have entered one specific appointment 4 times, and within 24 hours, it's gone. It has also happened with another appointment for a...
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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 Articlerest call to retrieve role and team membership details
Does crm13 rest api have story for retrieving the roles and teams a given user name is a member of and querying to determine if user name is a member of specific role and team?
View ArticleCRM 2011 workflows
Hi Guys, I cannot seem to find my CRM 2011 workflows. They were all activated, I even tried running them manually but they are not showing up on the workflows tab within the record or in the system...
View ArticleModifying a User Name
I have a user who recently got married so her username (which is her first name and last initial) has changed. We use active directory for our users so I'm wondering if I can just change that last...
View ArticleTracked email
Hi,We are reaching our storage limit within Dynamics and the main culprit of this is e-mail attachments. I am hoping to go through and remove the biggest attachments before putting a limit on the...
View ArticleCRM 2011 explanation requested (incoming mail)
Hi,I am currently working new with CRM 2011. one of things I realy would like to know is:- I have workflows (proces) wich are creating sending emails to ....(registed personens within CRM)Wich works...
View ArticleUser Authentication
I keep on getting 'user authentication passed to the platform is not valid' when selecting url crmonline any help would be appreciated
View ArticleUnable to add user / already exists
Hello,I have an issue from a client I am supporting in regards to adding a new user to CRM 2011. When they try to add a user to a second org they receive the following messages. “Error: This user was...
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...
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