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  • Forum Post: Re: Recommended Resources for New Users?

    Leon Tribe
    There is a downloadable user guide from Microsoft which may go into more detail http://www.microsoft.com/downloads/details.aspx?FamilyID=0db4d487-1baa-4619-9bc5-074d73c3997d&DisplayLang=en Leon Tribe
    on 18 Nov 2008

  • Forum Post: CRM 4.0 cannot enable language

    Olegas Silinas
    Hi all, i have fresh CRM 4.0 installation on DEV server and got task to install new language(germany) . MSI file installed successfully but when i'm enabling language(via web GUI Administration->Languages) i got an error message: i already made changes to web.config file to increase executionTimeout...
    on 20 Nov 2008

  • Forum Post: How to change field mappings in user properties?

    Olegas Silinas
    Hi all, when new crm user created, after domain logon name filling and press tab key rest fields filled automatically from AD by particular attributes mapping schema. Now i have a task to change this behavior in one fileld. In General tab "Main Phone" field" should be filled with data...
    on 1 Dec 2008

  • Forum Post: SBS 2008 and MSCRM 4.0

    Pete Fernald
    Installed SBS 2008 as virtual machine and checking on Pre-Install for MSCRM 4.0. Don't see Indexing Service or SQL Server/Agent/Reporting Services/Ful Text Search) for MSSQLSERVER. I do see for SBSMONITORING. Please advise. Thanks, PF
    on 12 Nov 2008

  • Forum Post: Re: Re: Does Microsoft support databases mirroring for CRM v4.0 or not?

    Olegas Silinas
    Frank Hermes I never tried, but as mirroring is a feature of SQL 2005 and supported for all databases in SQL 2005, why should it be not supported ofr the CRM databases!? First : to work correctly with mirrored databases, application should be "mirror-aware". I'm not sure that CRM 4.0 is...
    on 12 Dec 2008

  • Forum Post: Does Microsoft support databases mirroring for CRM v4.0 or not?

    Olegas Silinas
    I mean oficially?
    on 12 Dec 2008

  • Forum Post: Web Services

    Rami MAKNI
    Hi, I have a problem on creating a simple console-application. I see no way to create CrmService Class with VS2008, I can only create a CrmServiceSoapClient. I have installed CRM 4.0 on a Windows Server 2008, SQL Server 2008 based System. Thx.
    on 8 Jan 2009

  • Forum Post: Koverting Lead - take over Leaddescription into Contact

    Fabian Henzler
    Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian
    on 28 Jan 2009

  • Forum Post: CRM 4 Move to new server still looks for old server

    Robert Hanlon
    I just moved our CRM 4 application to a new 64bit server. Moved to same domain, same db so setup was a snap; just install on new box and choose existing database. After setup completed, removed server from server list in Deployment Manager. Several customizations are failing because it is still trying...
    on 20 Feb 2009

  • Forum Post: Look Up Search from "Add Existing Contacts"

    Bill G - not that Bill G.
    I have a many to many relationship between a custom entity and contacts. When we go from the custom entity to contacts, and select the “Add Existing Contact” option, you see a look-up dialog box. It seems the search feature from this dialog box only works on the full name field. Other enabled "Find"...
    on 25 Feb 2009

  • Forum Post: Notify owner when another user updates their case

    Damon Hudson
    I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...
    on 16 Mar 2009

  • Forum Post: how to pupulate contract data to pdf template

    auswire13
    I have a few fields on the contract form that need to be mapped to an attached pdf template. On the pdf template, I have some blank lines that I want to populate the data from the contract form, such as CompanyName, Address, City, Zip, Email, etc. How do I get the data from contract form and populate...
    on 19 Mar 2009

  • Forum Post: IFD Connection

    Alejandro Cesetti
    Hello, I am having some problems with the http://crmServer:5555/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx web service. When I go to the IIS where the WS is hosted and try to browse it, it shows an empty page (blank). Then, as I have a IFD + OnPremise installation, and I have my custom ASPX web...
    on 21 Mar 2009

  • Forum Post: CRM 4.0 integration with GP 10.0

    Monica Glenny
    MSDynamicsWorld.com recently posted an article referring to "A new Dynamics CRM integration to Dynamics GP" which "is available now and will pave the way for other CRM-to-ERP integrations developed by Microsoft in the future..." Microsoft Distinguished Engineer Mike Ehrenberg indicated...
    on 24 Mar 2009

  • Forum Post: New client or company data shows previous entry

    George Cancelmo
    How do I fix CRM 4.0 from diplaying the previous new client or company data. Example: If I make a new client, save and close, open a NEW client, I get the previous data entered. I have to close the CRM windows (or use the task manager) and reopen CRM to get a clean window for more ata entry. ...
    on 27 Mar 2009

  • Forum Post: Display notes on tab (NotesCount) - new version

    Thomas Roschinsky
    Hello CRM-community, a new version of the client side customization NotesCount for CRM 4.0 is available. Some new features like type dependend counters within the notes tab and a tooltip function for more details are now implemented. I created a codeplex project for centralized maintenance and...
    on 26 Apr 2009

  • Forum Post: Build MSCRM controlled enviroment on different server

    Mário Moreira
    Hi all, Can anyone please give me some guidelines of how can i build a virtual machine based on a production envirement? My client has a windows server 2008 with SQL Server 208 and MSCRM 4.0 installed. I've tried to import the organization_MSCRM database to the last virtual machine released by Microsoft...
    on 1 Jul 2009

  • Forum Post: Re: Microsoft Dynamics CRM 4.0 - revenue adds nulls

    CRM
    Hello, Did you upgrade Microsoft Dynamics from v3.0? We experienced the same after an upgrade. This was how we sold the problem with the extra nulls: 1. Go to Tools > Options 2. Tab Formats 3. Current Format is probably German 4. Click Button Customize 5. Change Decimal Symbol from...
    on 12 Oct 2009

  • Forum Post: Import Relationship Records error: Missing Converse Relationship

    MMattson
    Environment: CRM 4.0 (on-premises) I am trying to use the CRM Import to upload Customer Relationship records. I get an error that I am missing the Converse Relationship field, which is Required.Well I don't have the converse relationship yet. My understanding is that the converse relationship record...
    on 2 Mar 2009

  • Forum Post: CRM Implementation with VS 2005

    Thiyagarajan Srinivasan
    HI, I want to integrate crm with asp.net pages. Any body have an idea of creating a aspx page for leads ,contacts so on so using MSCRM API's..Because i browsed so many pages and i cant find an answer. Thanks in advance Thanks and Regards Thiyagarajan.Srinivasan.
    on 15 Apr 2010

  • Forum Post: Re: Re: CRM 4.0 Service Activity Scheduling Error

    BALI BASIREDDY
    Hi, The below hotfix helped us in our case. http://support.microsoft.com/kb/956129 Thanks Bali
    on 12 May 2010

  • Forum Post: The entity with a name = '' was not found in the MetadataCache

    Haroon Attari
    Hi all, On update of a record in a custom entity I am creating record in another custom entity through Plug-in but am getting above error ( soapex.Detail.InnerText). I am using DynamicEntity to create the record. Will appreciate if any one of you could let me know what is the cause of this error...
    on 29 Aug 2010

  • Forum Post: Detect Outlook Client

    Eric W. Cahoon
    I would like to determine how many of my users have the Outlook client installed, what version is installed, and when was the last time it sysnced with the server. Is there a way to collect this information other than going to each user's machine, I work for a world wide company so not an option...
    on 22 Sep 2010

  • Forum Post: Re: Re: Detect Outlook Client

    Eric W. Cahoon
    Thank you Alex, that was exactly what I was looking for. By the way I wrote the below query to find the users along with the last time the Outlook client synced just in case someone else came across the post and wanted to get the same information. ; WITH orderedSyscStart AS ( SELECT S . SystemUserId...
    on 29 Sep 2010

  • Forum Post: Re: How do I change a field in thousands of records at a time?

    Eric W. Cahoon
    The menu of most grids, including the one for Advanced Find, have an icon that will allow you to assign records (IMAGE 1) to another user. So you can use 'Advanced Find' to locate the records you are interested in and then use the 'Assign' button to assign the records to yourself or another...
    on 29 Sep 2010
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