CRM Client for Outlook Configuration Error
I installed Microsoft Dynamics CRM for Outlook on a Win 7 machine, 64-bit with 32-bit Outlook Client. The install goes fine. When I attempt to open the configuration wizard after the install, I get an...
View ArticleWhat is the difference between Power BI and Power Query?
I'm lost on this, are they the same thing? I saw that I can download Power Query for free,Also, in Office 365 - I see there is Power BI - if I purchase a licence, can I then use it with CRM 2013 on...
View ArticleChanging attribute value on changing value of a picklist
There is an attribute A whose type is picklist. Another attribute B has multiple check box values.Multiple options can be selected.When I select a value from A,some set of multiple options needs to be...
View ArticleRun On Demand workflow on more than 250 records
I trying to run an on-demand workflow on a large set records . As views only display 250, is there a quicker way to run the workflow on more that 250 without having to select 250 at a time. I have...
View ArticleCRM 2013 E-mail configuration. Cannot enable the "Allow to use credentials...
Hello,I am trying to configure an e-mail profile in CRM 2013 and I'm kinda stuck.I have to use a POP3 without SSL connection.I tried both the e-mail router and the server-side sync and I'm stuck with...
View ArticleHow to share contacts between multiple sales people/users???
We operate in a team selling environment based on the products being sold. One salesperson will sell from one product line to a customer/contact, while another salesperson will sell from a different...
View ArticleAdding users to a newly created business unit
I recently created business units and now I would like to move users into the appropriate business units. How do I go about doing this?
View Articleobject address not found on party or party is marked as non-emailable
Hello, I'm programmatically creating an email and everything is working as expected. However, when I try to add a contact to the collection of cc activityparties, the system encounters the following...
View ArticleHow to set a default chart in a view's Chart Pane?
Greeting, I am new to CRM 2013 and would like to know how to set a default chart in a view's Chart Pane - Does anyone know how to achieve that please? Thank You
View ArticleCRM2013 online NAV2013R2 Connector V3.2.816.1 AdapterSettings crm2011 error...
Hello,when I klick "test settings" in the adapter settings pane section crm2011 I receive:A connection to the Microsoft Dynamics CRM Discovery Web Service could not be validated using the...
View ArticleCorruption problem with Microsoft.Crm.Tools.EmailAgent.SystemState.Xml in CRM...
I am looking for alternative fixes for my email router problems. I have followed this KB support.microsoft.com/.../954522 many times to fix issues when my email router service stops and can not be...
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Campaigns: Tracking Phone Call Activities
Hi all,What is the difference between 'Mark as complete' and 'Close phone call', and when would you use each?In the light that for a given Campaign (or Quick Campaign), I want to see how many phone...
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Attributes values don't change In the footer after saving form
Hi everybody,I'm working on a CRM 2013 Online organization. I have some fields on the body and the footer of my entity form.When I modify one of these fields on the body and I save, the values of the...
View ArticleUnable to install CRM 2011 Server on Windows Server 2012 (.NET 4 not installed)
PLEASE DO NOT RESPOND WITH "CRM 2011 doesn't support Windows Server 2012".I am interested in knowing if somebody has a workaround for this issue. I have seen Dynamics CRM 2011 running on Windows...
View Articlecrm 2013 - sharepoint list component 2013
Hi,I get a strange error, that list component is not installed when trying to enable document features, but says that url is valid. But I have installed the list component.Details:CRM 2013.SharePoint...
View ArticleGoals: How to rollup to yearly goal using fiscal periods?
I don't know if this is a design flaw, or user error... I setup four very simple GOALS, one for each quarter, using the fiscal year 2015 and the four available fiscal periods, Quarter 1, 2, 3 ,and 4....
View ArticleRollup query over time
Is it possible to somehow do a rollup query over time?E.g., I would like to see how many opportunities we have per week.This means counting all (open) opportunities every week, and storing that, and...
View ArticleDynamic Marketing List: Filter members with field from another entity?
My organization is looking into expanding our marketing lists so I'm experimenting with the dynamic options. From what I can see though the dynamic lists can only be filtered by fields in the target...
View ArticleHELP! Accidentally deleted an Opportunity
Hi, Is there any way to recover this? I have auditing ON and can recreate the Opportunity manually but what about activities?I've been trying to follow...
View ArticleSecurity Role
We are using CRM 2013 online with Office 365 PortalI"m new to this and I need some info for my boss and I for me (note I took over this project) want to know this info:When you open the security Role:...
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