Wealth Management Template for Dynamics CRM not Working
I have installed the Wealth Management Template on a new trial of Dynamics CRM Online (created 5/19/13 through Office 365).Is the Wealth Management Template Ver 1.0.1.30121 still compatible with...
View Articlehow to pass data back to CRM online from azure SB with two listener?
Hi, so far I am able to receive the CRM data being passed by the azure aware plugin with the help of two way listener that is listening to a azure service bus end-point. I wrote a simple azure aware...
View ArticleMake Account OR Contact field required in a form (custom entity)
I have a form in a custom entity which I would like to require that either the Account OR Contact field is filled out. This is a workaround to the inability to create a lookup on either entity. So the...
View ArticleOpening External Webpage from outlook CRM 2011
I have been looking around online for anyway to open a webpage in a new browser (preferrably firefox) window. I tried adding a navagation item with the URL, but it only opens within Outlook and I...
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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 ArticleInvoke Audit History via Ribbon button?
I was wondering if anyone has any thoughts on how to get Audit History for a record via a custom ribbon button. I can easily place /tools/Audit/audit_area.aspx as a URL via the ribbon XML (or via a...
View ArticleRibbon Modofication
Hello!! when i am adding a new button with the name "Resolved Case" in a customize form with the name of "Service Job" ,then i want following action to perform:1. when i click on Resolved button,then...
View ArticleMarketing List (Dynamic List) Member Question
Hello there and thank you for your time. I have a question regarding Dynamic marketing lists. However, a dynamic marketing list will have different members, depending on the permissions of the person...
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When the Description field is added to an Activity view for email activities,...
Hello. I created an email in crm 2011 but it display description column as html(with tags) when looking at the description of the email from a Activity View. We have currently roll up 13 installed. I...
View ArticleLead Qualification Problems
When qualifying certain leads an unusual Duplicate Detection warning come up. The window says it found possible duplicates but then lists “Potential duplicate records: None”. This is happening...
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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 ArticleVery unusual CRM2011 behaviour on appointment organizer lookup
During our UAT period the tester was able to add a contact on organizer lookup in appointment. The is an oob lookup to user entity only. How can CRM allow such things? Is there any way that we can...
View ArticleEmail Templates: Editing Image Paths
We have a few issues editing email templates in CRM and we are just about getting by. A big discovery was that you could edit a hyperlink by selecting the hyperlinked text and pressing CTRL + K on the...
View ArticleOpening a document folder in Dynamic
Since being upgraded to the new office 365/sharepoint the unsurprising problems with dynamics have resurfaced (when will you guys do an upgrade which does not cause problems elsewhere in the system...
View ArticleCRM Queues not Receiving Emails When Ownership is Set to a Team
Hi,The crm queues (owned by a team) fail to receive emails via the forward mail box. the following is the exception.#9628 - An error occurred while delivering the e-mail message with subject "Test" in...
View ArticleOpportunity Status Values
I need to create an SSRS report where i need to check the Lost n Won Opportunities i looked into the option set of status reason and it shows WON=3 but there are lots of reasons for Lost, do i need to...
View ArticleActivities Description in SQL Reporting Services Report
My question pertains to how the "Description" from the Activity Pointer stores its data. I know that custom fields that multiple lines of text fields are of data type nvarchar(max) in the database and...
View ArticleAll options for CRM in Outlook are grayed out.
I have a single user where every CRM option in Outlook is grayed out. The whole CRM ribbon is grayed out. I have been able to log on through IE. I have also verified that the security role has Sync to...
View ArticleWhere to start - really?
Hi, I am not a newbie to development but am to CRM 2011. I have used older SOAP calls on CRM 4.0 but not the new WCF.I want to create a Windows 8 App simply showing the "Whats New" feed from my CRM...
View ArticleHow to query the Option set value
I am creating a SSRS report i need to query the option set inorder to make it in the parameter for filteration purpose. How i can query an option set ?
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