Tagged Content List

Security setting for CRM integration with SharePoint

I have successfully integrated CRM 2015 and SharePoint 2013, both on-premise. I can see the SharePoint iframe on my CRM. Next, is to set up the security. Only users with access to CRM record can access the respective SharePoint folders. After I set up the security in SharePoint, i.e, by only giving...
Forum Thread | on 1 Mar 2015 by vincent007

Dynamics Connector CRM & NAV

Hello, I have Orders created in CRM and were integrated to NAV. These orders have a status of "Submitted" even though they resides in the PostedSalesInvoice. I 've changed "Check for data modified after" field in the connector to an earlier time but the orders in CRM are not...
Forum Thread | on 26 Feb 2015 by zmk

How to display seconds in DateTime field in MS Dynamics CRM 2013

I have created an entity and added a DateTime field on the form. When I open the form and manipulate with DateTime field, seconds are not present. In CRM configurations, I can see only HH:MM part and not seconds. Can anyone please help to resolve the same?
Forum Thread | on 24 Feb 2015 by VJCRM

SolutionPackager works wrong

Hi, I habe just been trying to use the solutionpackager. I extracted my solution using the following parameters: /action:Extract /folder:solution /zipfile:solution.zip /allowDelete:Yes /allowWrite:Yes /clobber /errorlevel:Verbose This worked quite well. So I modified one of the exported webresources...
Forum Thread | on 23 Feb 2015 by jens.voigt

CRM 2015

Has Dynamics CRM 2015 released? I am currently on 2013 on premise. Is it available for the update? Thanks
Forum Thread | on 23 Feb 2015 by jyotiraju

Dynamics Connector CRM Entity Quote mapping not working

Hi, I am using Dynamics AX connector for mapping sales quote between CRM and AX, but the potential customer field is not mapped. I compared the field sales order which working fine. On the CRM side both fields are same but on connector side Sales Order customer shows some extra options. Why is that...
Forum Thread | on 19 Feb 2015 by Mobeen Ahmed

CRM for Outlook 2013 - Automatic Tracking Option Missing

Hey Everyone, I've encountered an issue while setting up CRM for Outlook for our recent Dynamics CRM 2013 deployment in production. The exact same issue is described here: http://serverfault.com/questions/593898/outlook-crm-add-in-auto-track-option-is-missing Essentially in outlook, under CRM...
Forum Thread | on 17 Feb 2015 by Michael Hnatiw

RE: SharePoint Documents Missing from Navigation

We resolved this issue by giving our SharePoint admin accounts for the site config db admin rights on SharePoint. Although it is not documented, we found that the CRM user creating the folders needs to be an owner of the SharePoint site as well. (If you are using mixed authentication, i.e. logging into...
Forum Reply | on 11 Feb 2015 by GeekTaz

Use CRM filtered view as source for BCS (SP2013SP1) User Profile Sync

Hey there, we want to get some more infos from our colleagues into the mysite and also want to use it for other applications in sharepoint. At the moment we have a sql database which is filled manually. So we thought switching to CRM where all our colleagues (past and present) are present as data...
Forum Thread | on 11 Feb 2015 by StephanG

Email setup CRM Online with Microsoft Outlook

Hi, I am new to CRM and I am trying to add an account in outlook with my CRM address (name@company.onmicrosoft.com) but I am having issues. Outlook cannot find the email synchronization settings... Any help in this issue?
Forum Thread | on 6 Feb 2015 by Ravesh

RE: Filtered Lookup

As shown below, that’s what I mean by Dialogue screen. I would like the the look up to default to a specified view rather than display all the views of a contact record. Figure 1 (.i.e.) I set the above LookUp to default to ‘Active Contacts’ view on the Form properties and this...
Forum Reply | on 3 Feb 2015 by Jay2014

MS Dynamics CRM and BPM-systems

Good afternoon! Consult, please, about MS Dynamics CRM and BPM-systems. Some organizations, commercial banks, for example, using CRM as a system of relationships with customers, and some of them use for this BPM-systems. I would like to know what is the benefit of using CRM-systems instead of various...
Forum Thread | on 2 Feb 2015 by Alexey Zinchenko

Sale leads permission issue

Hi, I am needing assistance in solving a problem that I have in CRM. I use the system of potential customers in the sales process. I have registered different users for sales and requires that a seller does not see sales of others. However, for some strange reason, in some random cases, it happens that...
Forum Thread | on 30 Jan 2015 by badanojoseluis

CRM 2011 Error handling, OnLoad Javascript code

Good afternoon, Evening to all reading, I am attempting to re-create a form entirely, as one section, could not be re-added normally without being re-created from scratch. As a result it is requiring my to change my JavaScript code, which has worked in the past. A picture of my error message is below...
Forum Thread | on 29 Jan 2015 by H.Evans2.14