Tagged Content List

SSRS Report - Fetch XML - Display months even with no results

Dear All, I have done extensive reading on the subject, but I am still struggling to find an answer. My employer would like a report from our CRM showing all cancelled orders with these being grouped into monthly brackets. Obviously this part is simple enough and I can return all the data I need...
Forum Thread | on 17 Dec 2014 by Alex_French

RE: Problem to save a particular record CRM2011

Hi guys, Thanks for answering. This is really weird and I believe my approach shouldn't be a problem as I am able to create records for other entities. I actually have just tried creating a record using the crm page (web) and strangely it is not working. At first I thought it was something to...
Forum Reply | on 16 Dec 2014 by Demerson H

Problem to save a particular record CRM2011

Hi, I am facing problems while trying to save a new record onto CRM. Strangely, this only happens for a particular entity. I have tested many other entities and they all are able to store data but this one in particular does not. I usually receive a Null Reference Exception but when I debug it, I can...
Forum Thread | on 15 Dec 2014 by Demerson H

Null Reference Exception & Entities

I am creating a web application that will be used by external users who will be able to save data onto crm database. The application is a timesheet where users register the amount of hours they have worked as well as dates, etc. A timesheet has 0-* TimesheetLine (information about hours worked and so...
Forum Thread | on 15 Dec 2014 by Demerson H

CRM E-mail Subject Encoding

Hello, Is it possible to configure Subject Encoding for outgoing e-mail messages in CRM 2013? I have several e-mail templates and most e-mails are encoded iso-8859-2, but there is one e-mail template where messages are encoded utf-8. I would like to have all messages encoded utf-8, because e-mail system...
Forum Thread | on 15 Dec 2014 by Otakar Venta

SharePoint Document location suddenly pointing to wrong Site

I had originally setup my SharePoint document management to point to the default site myurl.sharepoint.com/. Today, it's pointing at myurl.sharepoint.com/Test Has anyone experienced this before? More importantly, is there a way to change the site? I haven't been able to find a setting in CRM...
Forum Thread | on 11 Dec 2014 by sgreimer

Multiple Questions About Billable Time for Cases in CRM & USD

Hi Everyone, Once I resolve a case in CRM or USD(Unified Service Desk-Microsoft's call desk add on) I have the option to put in billable time in a pop up window. My question are ... Is there a field in the case form where this shows up? Where in CRM can I bill for these hours ( or where does...
Forum Thread | on 8 Dec 2014 by kbdinkin

iOS8 CRM app blank page

Hello, I have my CRM deployment configured successfully for Claims and IFD. When users try to access the site via the CRM app on their iPad, it only shows a blank white page after submitting the URL. Doesn't Prompt for credentials. Is this a bug or is there a fix for this? CRM 2013, Windows Server...
Forum Thread | on 5 Dec 2014 by MCamp016

CRM case subject error

Hi all, I'm fairly confused with this one. When I look at my subject list I see this: Yet when I go to create a case I see different options / multiples, like this: Any ideas as to why and how I can correct this?
Forum Thread | on 5 Dec 2014 by Mognoose

CRM cannot send out email's

We have a client whos CRM system we built, is not sending out emails from a certain user (who has admin privileges). I have done some investigating, and I have noticed that user's mailbox has not got an assigned incoming or outgoing email address. How can I edit this inside CRM? Additional Question...
Forum Thread | on 3 Dec 2014 by Afinney

CRM2013-Email Templates - unresolved mails

Hey guys. Why is it that i can't insert a mail template on a create/reply mail to a unresolved e-mail address (contacts/accounts)? I want to be able to insert a mail template whenever i want, as i receive a lot of mails from unresolved email addresses. Is this a huge bug or am i missing something...
Forum Thread | on 1 Dec 2014 by tiagosh

CRM and SPN's

Hi Folks, Wondering if someone could shed some light on what SPN's are needed when standing up an On-Prem Environment. Example Environment: 2 Front End Servers with all application roles installed. 1 Database Server (hosts the CRM and SSRS DB's) Supported by a Hardware Load Balancer...
Forum Thread | on 28 Nov 2014 by tmercer

just starting out in crm 2013....

Hi All Not sure If I'm posting in the right place - I've set up the following: DELL laptop running vmware 10 (not vsphere) Installed on vmware, is server 2012 and crm 2013 When I browse to http://localhost:5555 I can see crm2013 ready to rock and roll. Apart from the above, I have done...
Forum Thread | on 27 Nov 2014 by roychambers880

Trouble connecting CRM Plugin to CRM Online

Hi, I am having difficulties connecting my .onmicrosoft.com account to crm online, with the Dynamics CRM for Outlook 2013 plugin. After having clicked "Test connection" and verified that I want to connect to "Contoso" organization I get following error: There is a problem communicating...
Forum Thread | on 25 Nov 2014 by sasuh

Bulk Edit Migration

Hi, Is there anyway to Edit the Owner Id of Account in CRM 4.0? Coz CRM 4.0 doesn't allow editing using Data Migration. I cannot use the Assign to User button since they want a bulk edit and not selecting accounts to transfer owner one by one. They want to update through migration. If this is...
Forum Thread | on 25 Nov 2014 by coline

Update a Read Only/Fulfilled record in the Orders Entity?

Hello, I'm trying to update a field in an Order that has already been marked as "Fulfilled" and is thus Read Only. We would like to avoid using SQL for now. Is there a way to "unfulfill" it or activate it again so we can make changes? Any help would be greatly appreciated!!...
Forum Thread | on 19 Nov 2014 by CRMTreky

[CRM 4.0] Workflow utility not triggered

Hi, I've wrote a workflow utility and I can easily use it in the CRM. But when I launch manualy the workflow (run workflow button) the utiity is not call.No errors, but fields I try to send by e-mail are empty. When i try remote debugging my breeakpoints are not reached (the first is ont the...
Forum Thread | on 18 Nov 2014 by jean-baptiste bergy

Ways CRM Integrates with Office 365.

Hi Everyone, I'm wanting to integrate CRM with my other Microsoft products to their full potential. What are some ways that you all integrate CRM with 365? Thanks for your input!
Forum Thread | on 17 Nov 2014 by kbdinkin

IT Help Desks that Can Integrate with CRM?

Hi Everyone, My company is looking into a new IT help desk. We are hoping our new setup will be able to integrate with CRM. Although we have looked into USD, as of this time we don't think it will suit our needs. Does anyone know of any other fully functional IT help desks that can integrate with...
Forum Thread | on 17 Nov 2014 by kbdinkin