Tagged Content List

Assign a shared mailbox to an Active Directory-account from a user

Hi, Me and my colleagues have a question involving Active Directory, Office 365 and CRM. We want to connect CRM to a shared mailbox in Office 365. For that to happen, we found out we need to create a new user that is connected to a shared mailbox. But, if we create a new user and connect a shared mailbox...
Forum Thread | on 29 Sep 2014 by Jeroen Kloet

Search Results: Column's change from initial system view

The issue we're having is that we'll start in a system view, then search for a keyword and the columns change in the results view. System view before search: After we search, the columns change: Any idea how to adjust the columns in the search results? Thanks!
Forum Thread | on 26 Sep 2014 by CRMTreky

Complete Activities Do Now Show Up on Mobile Forms

We have realized that acitivities that are marked as completed do not show up on the mobile forms (when we use our cell phones). Is there some silver-bullet option I need to check or uncheck? Thanks for your help!!!
Forum Thread | on 25 Sep 2014 by CRMTreky

Error to Configuring GP connector for CRM

When I Configuring the Dynamics GP Connector for CRM I receive the following error: "Inherited roles cannot be modified" when "Adding ISV Extension Privilege to the Salesperson role" (in CRM) action is executing and the Configer finish unsucessfully. I have Dynamics gp 2013SP2 and...
Forum Reply | on 24 Sep 2014 by Jeyakumar

Error to Configuring GP connector for CRM

When I Configuring the Dynamics GP Connector for CRM I receive the following error: "Inherited roles cannot be modified" when "Adding ISV Extension Privilege to the Salesperson role" (in CRM) action is executing and the Configer finish unsucessfully. I have Dynamics gp 2013SP2 and...
Forum Thread | on 24 Sep 2014 by Jeyakumar

Prevent users to change other users profile

Hi All, A basic question and I'm wondering what i'm doing wrong. We created a basic Sales Security role where I want to set the tab Business Managemen t to the next settings: 1) User --> Read --> User only 2) User --> Write --> User only 3) User Settings --> Read -->...
Forum Thread | on 23 Sep 2014 by pgrandach

How to change default regarding lookup in Phone Call

Hi, I'm trying to change the default regarding lookup in phone call to contact instead of Account. I tried below code but it doesn't work. document.getElementById("regardingobjectid").setAttribute("defaulttype", "2"); Xrm.Page.getControl("regardingobjectid"...
Forum Thread | on 22 Sep 2014 by Lavanya

CRM 2013 Mobile

Does anybody know how to enable downloading attachement in Notes from a smartphone (CRM Mobile)?
Forum Thread | on 18 Sep 2014 by hicham

RE: To and from fields from my new activity

Hi Oscar, You can use the code below, just add the OnLoad function on the new activity: It will fire only on create of this new custom activity, and will work only with Lead, Contacts Accounts and System user entities. As these are the only ones that can be in the to field. function OnLoad() {...
Forum Reply | on 16 Sep 2014 by Bojan Borisovski

Unexpected CRM Online Colour Scheme Change

Hi all, I don't know if anyone else is experiencing the same issue this morning, but it appears to me there is a change in the CRM colour scheme in my CRM Online (2013) deployment. As you can see in the screenshot below, the colours of the 'Accotuns' and 'Contacts' icons on the...
Forum Thread | on 16 Sep 2014 by Ryan Maclean

CRM 2013:Create a New PDF as an attachment.

Hi all, I am trying to create a pdf attachment for a custom entity using the following code: Entity entity = context.InputParameters["Target"] as Entity; string content = entity["xyz_notes"].ToString(); byte[] byteArray = Encoding.UTF8.GetBytes(content); Entity annotation =...
Forum Thread | on 13 Sep 2014 by Kautuk

Error when installing Update Rollup 17

Hi Guys I'm tring to silently install rollup 17 for outlook CRM. I get an error in the log: Warning| CRMAction: InstallVCRedist9SP1 failed with exception System.ComponentModel.Win32Exception (0x80004005): The system cannot find the file specified I tried running the Vcredist_x86.exe by...
Forum Thread | on 11 Sep 2014 by Claus Pedersen

RE: CRM 2013: hide “Create” button at the top of webapp

WARNING: This is an unsupported hack, so be sure to back up any modified files! I was able to apply this change in a CRM 2013 on-premise environment but it might also work in the rest of the Dynamics family. I modified the C:\Program Files \Microsoft Dynamics CRM\CRMWeb\_controls\navbar\navbar.css...
Forum Reply | on 9 Sep 2014 by jmeeko

Multiple Contacts in Marketing List

Hi there, I have a problem which i'm finding difficult to solve. I'm using the browser based version of CRM and attempting to create a marketing list so I can send out e-shots to multiple organisations. However I can only send emails to the primary contacts within the accounts. This disregards...
Forum Thread | on 28 Aug 2014 by soziblewuup

RE: Cannot delete facilities/equipment

Hi Chitra, Thank you very much for taking time to answer my question. I noticed there are 2 relationships with restrict delete. Business Unit Map and Activity Party are the related entities of these relationships. It doesn't look like these equipment are connected to any activity. I checked the...
Forum Reply | on 25 Aug 2014 by Lavanya

How to show ONLY overdue TASKS????

Hi, Does anyone know how to set up filter for Tasks view so I can only see my tasks that are overdue? Right now I have tasks in the future but I only want to see overdue tasks and not spam my view with 100 tasks in the future. Any feedback would be much appreciated! Thanks so much
Forum Thread | on 21 Aug 2014 by donyc

New to MS Dynamics

Hi All, Looking for your experiences with MS Dynamics. I am considering deploying Dynamics onto two VM. I have no previous experience with Dynamics so I am wondering whether I will need the help of a gold partner or if it should be relatively straight forward. I have worked in Technical support for...
Forum Thread | on 21 Aug 2014 by Wayne

'SQL Server Error' when going offline on Outlook 2013 CRM 2011 Plugin

Hi, We have an issue that we've raised with MS Support which is still unresolved. We are running CRM Server 2011 UR14 and on the client-side we are running Windows 8, Outlook 2013 and the CRM 2011 Outlook Plugin UR14. After adding the organization to Outlook, users are for one time only able to...
Forum Thread | on 19 Aug 2014 by Chris Cundy

Opportunity automatically reopening after Opportunity Close

Hi all, I am currently experiencing an issue whereby if I close an Opportunity either as Won or Lost, it cancels the Opportunity Close activity and reopens the Opportunity. This happens the first time I attempt to close the opportunity, then on the second attempt it closes successfully. I can't...
Forum Thread | on 13 Aug 2014 by Ryan Maclean

CRM Entity ID as parameter in report created in Report Builder

Hi, I would like ask you if exists way to send (from Open Form (specific Quote)) entity id to report created in Report Builder? report is generated from store procedure used on CRM database and using std.Views. I need print only lines related to open Quote id. Thank you very much Vlado
Forum Thread | on 13 Aug 2014 by Vlado

An error has occurred.. (Service Incident)

I'm suddenly receiving the error "An error has occurred" whenever I'm trying to access a Service Incident. I've had a look at the error log as well as other forum posts on here but I don't seem to be progressing at all. I'll attach a copy of the Error Log below.. Any help...
Forum Thread | on 12 Aug 2014 by Jamie Bassett