crm utility app?
Hello - Occasionally a CRM system has data updates that need to be made and a backend SQL data update is not appropriate (not supported by CRM). In this type of scenario it seems appropriate to have a...
View ArticleExport data to another spreadsheets software
Hi everyone, I want to know if is possible to export CRM data to another spreadsheets software like OpenOffice instead of Excel. Or CRM is only compatible with Microsoft Office? Thank you very much.
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missing icons after apply RU12
Hello,I've got the following problem after installing RU12 on CRM 2011 (on premise with IFD). The screenshot shows the default view of "Queues". As you can see (left site), the Icon is missing.Any...
View ArticleSuccessfully disable the Process form
Has anyone successfully disabled the new process forms? It is driving me and my clients nuts. We do not use CRM this way. I have created a security role called "UI Process Form". I have assigned this...
View Article[To retrieve Value]: From In-built ERP to CRM
Hello!!!We are integrating our CRM with in-built ERP (developed on Asp.net).In this ERP we maintain all our product name, their warranty detail, with their unique Serial No, and other such...
View ArticleAuto Number Generation
Hello!!!My client is looking for auto number generation plugin, such that all the below requirement r captured:1. It should work on multiple form, system & custom form.2. Restart the auto number...
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No 'Extensions' subfolder into 'settings' with on-premise release?
Hello,I installed an extension. In the install guide, they say that to configure the extension, you have after to go to the 'extensions' part in the settings. I don't have it like on this...
View ArticleHow to Change Y Axis Chart Format Values
How to Change Y Axis Chart Format Values please find the attached screenshot.current values on chart 10.000 i wanna change to 10,000.can any one help on this?
View Article"Cannot access a disposed object." - SSRS
Am receiving an error trying to preview a report in BIDS (using FetchXML queries pulled from advanced finds in CRM 2011). Everything is working fine until I add a 3rd dataset when I start to receive...
View Articlequeue in crm 2011 for email inbox in domain but not crm user
Hi all, I am facing to a problem; redirecting emails to CRM queue from a inbox. lets say we have inbox call requests@domainname and there is nor user in CRM for this. but we need to redirect all...
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CRM 2011 Custom Report Error for reports with Lookup in the criteria
Hi,We have recently upgraded from CRM 4.0 to CRM 2011. And the custom reports which have some lookup fields in the criteria fail to run. When i remove the lookup field from the criteria, the reports...
View ArticleCancelled appointment notice sent from CRM to external contact
HelloA few of our users set up an appointment in CRM and synchronized it to her outlook calendar. The external contact that the appointment was with received a cancellation notice of the appointment a...
View ArticleProblems with embedding Excel in an IFrame in CRM 2011
I have a spreadsheet which I would like to open within the frame in the Quote entity. I have uploaded the file to SharePoint and have inserted the URL but the behaviour is not as expected. Whenever a...
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CRM Online - Inserting Products With Empty Price List
While inserting a new product and trying to put a price list on it I only get empty lookups:My both lists are Active:They simply don't show up when I try to set price list in a new Product.I've found a...
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Can't edit multiple records from a view on a dashboard
I have a view of Appointments on a dashboard. When I select one row on that view, the Edit command on the ribbon is enabled. If I select two or more rows, the Edit command is disabled.If I access the...
View ArticleBulk deletion jobs are in canceling status on CRM Online 2011
Hello,I have 2 bulk deletion jobs on CRM Online which are in 'canceling' status for 7 days.They are visible in the 'Locked System Jobs' view and I have already tried all the possible options in the...
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Problem with CRM on premise and Sharepoint on Office365
Hi!I have problem when i try to access from CRM to files in Sharepoint get screen as on picture below.Screen like this is appearing 2 to 3 times a day. When i try to open document again i get standard...
View ArticleHelp understanding "Insufficient Permissions"
Hi all,I've tried to set up an intern account for our Dynamics online account, but despite carefully setting security roles, I'm finding the account cannot view ANYTHING (contacts, companies,...
View ArticleCustomise the 'Customer Details' section of the Case screen
Within CRM 2011 I have managed to alter the Case creation window to include all the fields that I need. However - in the top right is the 'Customer Details' section which currently contains the...
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