Tagged Content List

Sales Order Integration between Dynamics CRM and Dynamics GP

Hi, I'm integration Dynamics CRM with Dynamics GP at the Sales Order level for which we are using the Dynamics Connector (from Microsoft). Now when we create a Sales Order in Dynamics CRM, the SO number generated is XXX-1111-AAAAA. When this SO (sales order) is synced into GP via the connector...
Forum Thread | on 15 Apr 2015 by Gagandeep Singh

Server side sync mailboxes disabled - crm 2013 on-prem

We are seeing a lot of these errors in the filteredmailbox table, can anyone shed any light on these? they seem to cause the mailboxes to become disabled. [2015-04-14 10:42:26.958] |Thread: 57 >Exception : Unhandled Exception: System.InvalidOperationException: EndGetResponse can only be called...
Forum Thread | on 14 Apr 2015 by Peter Moss

RE: How to Uninstall USD

Ok., so you're talking about two completely different things: On your local desktop, there is an application called USD. This is the local part of USD, and you can simply delete it off your computer to stop using it. Completely separate from that are the parts of USD that go into your CRM system...
Forum Reply | on 13 Apr 2015 by Wayne Walton

Importing data into CRM synchronously

Hi all, I have an issue with a plugin, that is supposed to auto generate codes for the Account records. The code is a little complex, because it gives special codes to the Accounts with parent Account and so on. The plugin is set to "Execution mode -> Synchronous", "Message ->...
Forum Thread | on 8 Apr 2015 by Evgeni Dyulgerov

Install CRM2015

Dear all friends, I have planning install Dynamics CRM2015: I want to know CRM 2015 support Window Server 2008R2 domain functional level. Please help me. thanks you so much :)
Forum Thread | on 6 Apr 2015 by Lee Nguyen

Importing CSV Error at browse screen

I'm trying to import csv files as contacts but for some of the files I am unable to get past the browse file screen as an error keeps popping up. As far as I know, everything within the file is a-ok and should be accepted. Here is the error messag e:
Forum Thread | on 1 Apr 2015 by MCML

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