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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 Plugin Error
When ever I try to update a record(there is a plugin on update of the record), a plugin error occurs which says "unable to load plugin assembly" and when I download the Error Log file, the message...
View ArticleProblem displaying alert with custom button
Hi,I'm still working in CRM 4 and my issue is as follows :I have a custom toolbar button that was added to ISV and when clicked I want to make a copy of an invoice (with products and such).So, when I...
View ArticleCampaign event responses
Hi,We have just got set-up with Pure 360 as a mailing tool. We are trying to work our way around it and as far as we can see the responses from Pure 360 mailings I.e. 'Opt-out' etc. feed into 'Campaign...
View ArticleCRM 2013 Customisations and Solutions not displaying
Created a new 2013 Online Trial.Navigated to Solutions under Settings and Imported a 2011 Solution without issues (very few customisations and only 2 custom entities)However the next day I accessed the...
View ArticleLetters in CRM4
Hi,We use the mail merge facility quite alot, however in the previous system we used when we generated a mail merge it automatically re-attached the letter back to the associated client or case, is...
View ArticleCannot login to CRM2013 after Installation
Hi,I am trying to setup a test environment on one of my servers, we run the install, it finishes successfully as does the reporting extentions install. But when we browse to the site it asks us to...
View ArticleFile retrieve from SharePoint Library which is stream is null
i'm trying to attach a doc which is in a SharePoint Library to an email in CRM 2011 sdk. I got it but when I do :quote.OpenBinaryStream()I have : {Microsoft.SharePoint.Client.ClientResult} Value:...
View ArticleAutosave in Outlook goes to the top of the field in stead of the location...
I'm a really fast typer and I type a lot. When I have had a conversation with a customer,or a meeting with the staff, I try and be as detailed as possible in my documentation. Every 30 seconds though,...
View ArticleDeleting leads associated with another record
How can I accomplish this? I've gone into a few records and remove Activities, Campaigns, etc., but I still can't delete the lead. I have a LOT of leads to delete so I'd hate having to go into each...
View ArticleUntracking emails with Dynamics
Hi, when we first got Dynamics the default was to not track all e-mails, we then set this so that they were all tracked, but this has meant our data storage limit is reaching the limit. We want to take...
View ArticleFile, Properties
In CRM 2011 I used File, Properties on a record to check the metadata. Where is this feature in CRM 2013?
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How Do I send an E-mail from a Queue to contact groups in MS Dynamics CRM 2011?
We are trying to use MS Dynamics CRM 2011 to send a sinple e-mail from our queue to 3 contact groups stored within CRM. When one of our users sends on behalf of this queue to 3 contact groups, we get...
View ArticleView with aggregate function
I am trying to develop a view for a list of courses that also shows a sum on the number of participants booked across all bookings - below is a copy of of the saved query xml for the entity. Whenever I...
View ArticleError has occurred
Hi,Every time I open a contact form, I get an error. Here is the error log:Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk,...
View ArticleDocument locations vary between custom entities (SharePoint)
Using the SharePoint List Component we have set up Document locations for various entities-- both OOB and custom. However, the folder structure is different between two of them e.g. Location 1 =...
View ArticleSkype call always default?
Hi guys, I have set on CRM 2013 the telephony provider to be "Lync", but always I click on a business/mobile phone on any form, it tries to install skype app for the calling. Is there a bug or...
View ArticlePutting active contract
I'm starting to use Dynamics CRM. I created a service contract draft and I get, I turn and when I turn I get this error: Error contracts, there is no line item for this contract. Someone could tell me...
View ArticleLead -> Qualify -> Opportunity, Account, Contact
Hello!I just checked the Lead's mapping to these entities and are ok, but as soon as I qualify a Lead, the Contact field on opportunity entity is empty, and a custom list (option set) on account entity...
View ArticleDoes accepting or declining appointments in Outlook affect CRM?
We are using the outlook plugin to synch outlook to on-premise CRM. After poking around I'm under the impression that CRM does not keep track of whether or not someone accepted or declined a meeting. I...
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