Searching leads and opportunities - only searches open, how to search closed??
I am constantly trying to search for leads and opportunities that have been closed. Unfortunately, the search tool does not search closed leads or opportunities?? I is also very clunky - do they...
View ArticlePublishing customizations to multiple organizations
I have created 2 additional organizations for our on-premise CRM 2011. When I export and import the customizations, they appear to be in place. Although I publish all customizations, none are reflected...
View ArticleSetting a initial value to a float field in Dynamics CRM 4.0
Hello,I'm trying to calculate some fields on a quote OnLoad event. One of the fields is a float field. Everything is calculated well but when I open the quote for the first time there is a warning "You...
View ArticleIs there a way to exit the parent workflow
I need to trigger a workflow for 180 days sending emails , creating phone call and sending post card activities on certain days. I created a custom field in contact with 2 options Start and Stop. When...
View ArticleFetchXML and SSRS - converting rows to columns
I'm trying to build a pipeline report that shows the monthly Goals for each team across the top of the report, followed by the list of open opportunities for that team. The report groups on the team (a...
View ArticleComparing Dates in Workflows
I have a workflow that creates an additional contact when a lead is qualified if needed. I want to prevent it from creating an additional contact if the lead already has a parent account. By the time...
View ArticleIs there a content licensing module for Dynamics CRM
Hi,My group does a massive amount of content licensing in images, videos and music. Is there a specific module for managing rights-in, rights-out and royalty payments?Thanks!
View ArticleHow ADD new Deployment Administrators
how Add New Deployment Administrators on existing installation---------------------------Microsoft Dynamics CRM---------------------------Only the Deployment Administrators are able to use Deployment...
View ArticleCRM 2011 compatibility with Exchange 2013
Can anyone tell me if CRM 2011 is compatible with Exchange 2013? And if not what are the plans for introducing compatibility?
View ArticleIncoming Email Router Problem
Hi Everyone,I am having problem with my Incoming profile in my email router, I have an error:"Incoming Status: Failure - The request failed with HTTP status 403: Forbidden."any idea on how can i...
View ArticleRunning reports for all records on all pages in the current view has stopped...
We've had a number of reports in CRM Dynamics that we use for producing proposals and invoices that have always worked fine. However sometime around the 18th Jan they have stopped working when we try...
View ArticleScheduling Workflow for Contract End Date notifications
I am creating a workflow where an email should be sent 60 days before the contract end date and then 3 days before the contract end date. The System Job shows the workflow status as 'Waiting'...
View ArticleIE10 Activity Feeds Glitch post UR12
I didn't install Activity Feeds until after I installed UR12, so I don't know if it was working before; but in IE10, I have to manually switch each page I want to actually show the Record Wall to IE9...
View ArticleCRM 2011 Enable Quick Find Record Limit error
We are using CRM 2011 UR 11 v2 (5.0.9690.2839). In CRM 2011 UR 10, MS introduced new feature that in Settings area you can configure Enable Quick Find Record Limit setting. If you set it to Yes, it...
View ArticleContacts Reassigning on Their Own
We are working with CRM 2011 and are running into an issue where some contacts are all of a sudden being reassigned to other users. We turned on Audit History and it shows that the account owner...
View ArticleCRM 2011 / Outlook 2013 for RDS on Windows Server 2012
Hi allDoes anyone know if and when the CRM 2011 Outlook Plug-In will be supported on Windows Server 2012? It is supported for Windows 8, so it can't be *that* hard to support Windows Server 2012 based...
View ArticleCRM 2011 Online - How to fetch Discovery URL dynamically - C#
Hi All,Can anyone let me know how we can fetch discovery url dynamically in c#.I don't want to hard code the "crm5.dynamics.com" in my code. Is there any way we can get this "crm5.dynamics.com" or...
View Articleupgradation mscrm 3 to 4
Dear Friends,i am using mscrm 3 & want to upgrade to newer version( like mscrm 4 or 2011 etc.,) iam confused, to which version i should go for please recommend kindly send me step by step procedure...
View ArticleError Dynamics CRM 2011 after installation UR 12
Hi everyone,I've installed the UR 12 , but when it finished, it show me an error like thisParser Error Message: Could not load type 'Microsoft.Crm.MapOrgEngine' from assembly 'Microsoft.Crm,...
View Article