CRM 4.0: Workflow triggers multiple times
Hi All,We have a simple workflow that creates task when an email Activity Status changes to completed. Whenever someone sends an email, the workflow fires 3 times for some reason. Anyone have any ideas...
View ArticleLogout Button
I want to create a log out button in CRM but i am not able to find it. can anybody give me suggestions for creating a log out button.
View Articledb script to deactivate contacts?
Hello - I have 250 contacts I need to deactivate in CRM. I tried deactivating/activating a contact through the CRM UI and this test generated the following values in the database:deactivated: statecode...
View Articlecrm 2011 mail merge: automatically creating activities
hello, i work for a call center and it would be ideal for me to send out mass emails that have individual's pertinent information on their emails, thus im looking to use mail merge. However, i would...
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How to charge current server to new server in CRM dynamics 2011
Hi all,I have installed new database and crm at diff server. but when i tru to testing the application. have a few problem.1- After create leads and convert to opp but not auto generate. Any new leads...
View ArticleEmail's not being logged to my CRM card
Working in a small office of 10. Everyone else's outgoing emails are tracked to their CRM contact card but mine have not been tracking. In fact, mine never have.I can't find any setting that are...
View ArticleHelp with Delivery Strategy Document
Hi everyone,I would like to ask if you have a sample of Delivery Strategy document to send me?Thanks a lot,Carolina Gonçalvesemail: Carolina.c.goncalves@avanade.com
View ArticleAfter installing Email Router Rollup 13, high lsass.exe CPU
After installing Rollup 13 for the CRM Email Router on my Exchange (2007) server, I am now seeing high cpu usage from both the lsass.exe service and the Dynamics CRM Email Router service. I can tell...
View Articletransfer entity/Instant
Hi,I managed to mess with the CRM online configuration so for example the product menu bar is not shown correctly anymore for the users.So I would like to create a new entity and transform our license...
View ArticleMail Merge Letter and Letter Template
HiI would like to use mail merge to generate letters for Accounts using Letter template but i don't want users of the system to amend that letter which was generate using marketing template. Our...
View ArticleAdding Orders to Opportunities - How can i customize the order amount?
Hello community, We have a new sales process where all orders from our customers should be created and added to CRM. I used to set the estimated reveune for the opprtunity and when it closed won the...
View ArticleHow to log plugin error to custom entity?
I am working with CRM Online and would like to log plugin errors to a new Error entity. I created the new Error entity where I can log the error message along with the plugin that caused the error. I...
View ArticleHow to roll-back a re-import of accounts
Hi,A person was attempting to do an account reassignment via the "export to excel" and "make the data available for reupload". They wanted to "test" it and deleted the contents of all the cells, but...
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UR13: Unable to convert Lead to Opp (as new acct OR existing acct)
Hi,Recently upgraded from UR5 to UR13 and I'm confused as to why we can't convert leads to Accounts with associated Opportunities anymore? As soon as Opportunity is ticked, the OK button is greyed...
View ArticleCan someone send me a vanilla RU13 conv_lead.aspx file?
Whilst I am using an unmodified conv_lead.aspx dialogue, I am having a lot of issues getting qualifying to work properly (see below), I'd be interested in making sure my conv_lead.aspx file is up to...
View ArticleCRM Navision Connector - Changing Integration Keys
Customer is using the CRM Connector for Navision.I have enabled the CRM Contact to Navision Contact Integration.When you Submit the Contact it generates the Integration Key (Contact No) as the first 5...
View ArticleNAV 2009: Using Consolidation function and budgets / forecasts
I am currently utilising NAV 2009 to perform the consolidation of a number of group entities. I am currently using the Multisite Operations function within NAV. I am able to import and process the...
View ArticleWebresource alignment in form header in IE9
Hi all,i have a requirement from my client to place the image webresource into header form. I am using Internet Explorer 9 (i also found that this issue does not appears on newer version of IE).The...
View ArticleCannot publish contact entity
Hi, i am using CRM 4.00. I have a testing and production environment and in testing all is working where as in production i get an error "an error has occured. please try this action again". i have...
View ArticleDocument Upload
Hi All, I am using CRM 2011 hosted. SharePoint Foundation is connected to store documents for the Customers (Customers plus Case related). But once we try to upload the document it generates an error...
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