CRM Instance Adapter not showing in the Connector for Microsoft Dynamics
I'm looking to migrate data from one CRM Online instance to another and I thought I would try the instance adapter. I downloaded and installed the Connector (for NAV) and followed the instructions in...
View ArticleAdding the "Owner" field to a Contact Quick Create......error!
I tried to add a simple field to our Quick Create form for Contacts to assign ownership to another user while in the quick create form. I as the Admin can change the owner from myself to another user,...
View ArticleChange CRM URL
Folks,i have a server named XYZ-CRM.Mydomain.com, i want to configure the CRM to work under SSL and also i want my server to be accessed using CRM.Mydomain.com.another thing i want to publish CRM to be...
View ArticleHow to translate unit names CRM 2011
I exported the translations but I can't find any unit names. Not even the base unit. So can I translate the unit names or should I write those names using local language.
View ArticleUpgrading from MS Dynamics CRM 2011 Update Rollup 11CU to Update Rollup 12
Hello Everyone,So from the title you can say that i need help with upgrading MS Dynamics CRM 2011 from Update Rollup 11CU to Update Rollup 12, on my test environment i did downloaded the Custom Code...
View ArticleCreating checklists with charts
Hello Folks,I'm currently trying to find a way for the "service" side to create a checklist of sorts that would show all the items I want on it and be able to tie charts/graphs to it. These steps need...
View ArticleCRM in outlook disappear when I restart computer
I stream CRM into Outlook by Microsolf dynamic CRM 4.0. However, the CRM system in Outlook disappear when I restart my computer.I have to manually run Configuration Wizard to re install the crm in...
View ArticleCustom Reports on custom Entity CRM ONLINE
Dear all,I tried to upload a Custom SSRS Report to CRM online and I get an error without info.My FetchXML: <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">...
View ArticleSenior Dynamics CRM Consultant needed in London
ST Consulting is a Microsoft Partner for Dynamics CRM and GP. Based in London, we are a fast growing, well-established organisation with many satisfied clients. We are experiencing a significant growth...
View ArticleNew 2013 Licence Levels - clarification required.
Hello,I have read a lot of posts about the new licence levels and it seems that there is still some confusion over exactly what access should be given for each licence type (I only found out today that...
View ArticleCRM newbie question: One account that needs multiple forms with different...
The company i work with currently has assigned me the task of being the "CRM guy". How can i see information associated with the account i am currently working on?i have been inputting parts, contacts,...
View ArticleHow to advance Business Process Flow Stages?
How do the Stages in a Business Process Flow advance from one stage to the next? I have created a new Process with some required fields. After populating those fields, nothing happens. The stage does...
View ArticleSynchronized appointments change to "Open" from "Busy" after the time is...
We found a strange issue with appointments being changed from "Busy" to "Free". We created a brand new CRM 2011 on-premise organization in our dev environment, so there are no workflows or plugins of...
View ArticleSocial Pane: Customer Not Found
In a number of my social pane records i have "Customer Not Found" showing up above the description text. Any idea why it is giving that text and what can be done to fix that or have it show the subject?
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CRM 2013: reports don´t work
Hello all,After migration from CRM 2011 onpremise to CRM 2013 onpremise i´m not able to run reports... i get this:I´ve installed reporting authoring extensions for CRM 2013, tried adding my CRM adress...
View Articleribbon workbench question
Hello, I'm trying to add a ribbon button for the following scenario:1. User selects Cases in left nav area.2. User selects a case in the Cases list view on the right-hand side by checking the checkbox...
View Articlecrm 2013 installation - org unit question
Hello, I was installing CRM 2013 and I got to the following step in the installation where it prompted me to select an org unit:https://www.dropbox.com/s/9vy0u2ve6lehmck/select%20org%20unit.pngWhat am...
View ArticleSQL Reporting services errors on new organization
I'm at a loss over how CRM 2013 handles server names/name resolution. I did a fresh install including the first organization. During setup the name for the SQL Server Reporting Services that worked was...
View ArticleE-mail Workflow not Working
Hey Guys,I'm having a problem with my workflow:When I try to put a parameter, like {Activity[Owner]}, or something like that, when I save the e-mail, it shows me a error and when it is sent, the...
View ArticleEntities open in nested windows
I'm using Microsoft Dynamics CRM 2013 on-premise. When I click on Sales or Service and go to Account, or Contact and or open any entity from a view, it opens a window inside of another window. By that...
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