Tagged Content List

RE: CRM 2015 Customer Portal fails to import

It appears that the dlls included in the solution have different Public keys than the entries in the solution.xml and customizations.xml files so while you wait for MS to release a corrected solution do the following. Extract the contents of MicrosoftXrmCustomerPortal_managed.zip to disk. Open...
Forum Reply | on 27 Mar 2015 by Richard eInfinity

Mail Merge Quote Missing Information

Hi, I am using a custom built mail merge that I created to create a quote. Here is a screenshot of the table I am using with the mail merge items. When I go through the steps and get to the end, I am missing a few of the important fields. Image below. As you can see, I am missing description...
Forum Thread | on 27 Mar 2015 by ramsaytk

How to set a default queue?

Is it possible to set a default queue for each user? We got more than one queue for m anaging different sales regions. It would be nice to get the sales regions associated queue by opening the queue list.
Forum Thread | on 26 Mar 2015 by lauberto

Modifying Mail Merge Quotes with CRM 2015

Hi, I am wondering how to modify Mail Merge Quotes within CRM 2015 I found the quotes and have manipulated the format within Word, but I am wondering if I could upload one that I have created. Is there any Tutorials out there to help me with this.. For 2015? Thanks! Tyler.
Forum Thread | on 25 Mar 2015 by ramsaytk

Connection to Dynamics Server

Hello, I want to to connect to the Dynamics Server so that i can create a Plugin. I am new to this and i am not sure if i set up my Server right to start with as i am doing this at home. I can connect and complete the first steps as shown below but as soon i select the 'Organisation' from...
Forum Thread | on 24 Mar 2015 by Jay2014

Importing Solution Error

Hello, I'm trying to import a solution deployed on a customer's server. I'm getting the following error: " The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship new_entitlement_iss_delegations. " Noting that "iss_delegation"...
Forum Thread | on 24 Mar 2015 by Wael El Zahr

RE: Invalid Argument

Thank you all for your help ! I removed all of the fields from the Form and re-published it and it worked. I will take it from here and investigate further.
Forum Reply | on 23 Mar 2015 by Jay2014

Invalid Argument

Hello, I created a new Entity and i am getting the attached. I could access the Entity but all of a sudden it stopped working. - No changes were applied to the Entity after it was created. - It the only Entity with such an error Any ideas what could be causing this ? Many Thanks.
Forum Thread | on 20 Mar 2015 by Jay2014

RE: Compatibility with Outlook for Mac

I just saw today on the Office blogs http://blogs.office.com/2015/03/18/download-the-new-salesforce-app-for-outlook/ that Salesforce has a plugin for Outlook for Windows and for Mac. I hope the Dynamics CRM team releases one for Outlook for Mac 2015/2016 especially since the new Outlook client on Mac...
Forum Reply | on 19 Mar 2015 by theledger

RE: Approval Process

Thanks, another example ... https://community.dynamics.com/crm/b/microsoftdynamicscrmandstuff/archive/2011/11/12/microsoft-dynamics-crm-2011-workflow-based-approval-process-implementation-part-3.aspx
Forum Reply | on 18 Mar 2015 by Jay2014

Email templates

Hi all, Using the CRM online 2014. How do you create a customer email template complete with customer images? Any time I create a template that contains any images, it appears that you cannot simply paste in the detail? I cannot see a way to do it my HTML code either so cannot see a way to 'Point'...
Forum Thread | on 17 Mar 2015 by Mognoose

Approval Process

Hello, What is the best way of having an approval process within CRM without having to print off paper for the line manager to sign and approve. The Scenario is that users create a record and then their line manager has to check the details and approve and notify the user (I thought of creating a task...
Forum Thread | on 17 Mar 2015 by Jay2014

CRM in Offline

I have recently setup CRM in my outlook. I'm wondering if I can still work offline in CRM for outlook though I'm not connected in internet.
Forum Thread | on 17 Mar 2015 by fleance

Dynamics CRM for Android Tablet v4.2.2

Good afternoon, one of our customers tried to install the Dynamics CRM app from Android Market ( https://play.google.com/store/apps/details?id=com.microsoft.crm.crmtablet ) and got the following error: Translation "Sorry. This aplication does not work with a Microsoft Dynamics CRM version...
Forum Thread | on 16 Mar 2015 by Support Nerea

Adding Service Activity Appointmnt - Party Lists - Multiple resourses

Hi All, Hoping you can support on the best c# method for this using the organisation service proxy. I am in the process of creating a contact, creating an account, linking them together and then creating the service activity appointment. I have successfully created the contact, account and the relationships...
Forum Thread | on 15 Mar 2015 by StephNicolaou

Capture Logged In User running a Dialog

Hello, Could someone please explain to me either with references on how to pick the logged in User running Dialog . I am using the (modifiedby), for some reason i thought this should pick the logged in user but it doesnt ? Many Thanks,
Forum Thread | on 11 Mar 2015 by Jay2014

[Solved] Problem with SQL Connection

Hi everyone, I am having a problem with an web application that connects to CRM. I was testing it on dev server and it would work fine but when I tried changing connectionStrings to connect to the production server, I am not able to access views that need db connection. The only difference between...
Forum Thread | on 10 Mar 2015 by Demerson H

ASP.NET unhandled exception has occurred. Users reporting slow response

Hi All This is my first post so please go easy on me :-) We have users in our organization who use Dynamics CRM for customer relation queries, there is some custom development on top of this to tailor CRM to our business requirements. The system has been in place for approx. 10 months and the environment...
Forum Thread | on 10 Mar 2015 by ranjb81

Social Activity Entity doesn't have a QUICK FIND VIEW

Is there any way for me to be able to have a QUICK FIND VIEW for Social Activity entity? I'm having some issues when searching for a Social Activity record from a list on my dashboard. Unexpected error always occur. Does this error occurs because of the missing Quick find view? Thanks...
Forum Thread | on 10 Mar 2015 by Finn Mertens

0x80048470 - Importing CRM Solution

I am trying to import an unmanaged solution but for some reason I am getting the following error: Failure: 0x80048470 - The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship business_unit_new_contract. It's interesting because...
Forum Thread | on 10 Mar 2015 by Demerson H

Cannot Create Organization

I cannot create a new organization with the CRM Deployment Manager. i get the error: Error;ActionFailed Microsoft.CRM.Tools.Admin.CreateDatabaseAction The log file indicates that it is a password complexity issue, but each of the accountys I created to setup and deploy CRM were complex. Also...
Forum Thread | on 10 Mar 2015 by david@kemedia.net