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  • Forum Post: Re: How can I integrate and mapping other Contact Table in CRM 2011?

    Miguel Angel Portillo Martinez
    The solution not is SQL Server Linked, but yes is use SQL Server Integrate Service (SSIS) is the best option. Reference: community.dynamics.com/.../integrating-crm-using-sql-integration-services-ssis.aspx
    on 1 Feb 2011

  • Forum Post: Shared leads with another user are not being displayed?

    Jonathan Gough
    I am the owner of a number of leads in the CRM. I have attempted to share these leads with a 2nd user. I do this by selecting all leads in the view and navigating to the ribbon and clicking the share button. I then select the user and tick the boxes including read, write, delete etc. and click ok...
    on 27 Oct 2011

  • Forum Post: Error occurs when converting a Lead to an Account

    Jonathan Gough
    When I attempt to convert a lead to an account I get the following message ' A record was not created or updated because a duplicate of the current record already exists.' This is not true though as I currently have 0 accounts and all leads therefore there are no duplicates in the account...
    on 17 Nov 2011

  • Forum Post: Can Opportunity Close entity form be customized as it is in disabled mode.XRM 2011

    Venkatesan Lakshmanan
    We are trying to bring the opportunity information on the opportunity close form.how could we do this? Venki.
    on 18 Nov 2011

  • Forum Post: Re: CRM Workflow - Service Activity Question

    Bhautik - xRM
    If you wan to use workflow/Process current datetime (execution datetime) then please see following screen shots if you wan to use workflow/Process current datetime (execution datetime) in Email activity then please see following screen if you can not view the image, please visit link below...
    on 26 Nov 2011

  • Forum Post: How do I programmatically set a custom field on the Lead/Contact entity to be merged automatically in MS CRM 4 and 5?

    Justin Williams
    I have two fields on the Lead and Contact record and I want to set those up so that when duplicate Lead/Contact records are merged or we convert a lead to a contact, those custom fields get merged every time without having to do any extra work. You can set this up manually so I imagine it can also...
    on 30 Nov 2011

  • Forum Post: CRM 2011 Report Function

    Jonathan Gough
    I have a large number of leads in the CRM in which I want to send out marketing materials to.Thus i need to make sure all the leads have a number of key fields filled in, specifically Street 1, Zip/Postal code, Office type i.e. head or branch, email so I can mail and email them. Therefore I'de...
    on 5 Jan 2012

  • Forum Post: HELP! Microsoft Dynamics Connector for CRM 2011 Solution

    Marco Grimaldi
    I recently installed the CRM 2011 Solution for Microsoft Dynamics Connector FP7. After installing EVERY crm user is given the error "The selected user or the user trying to log on has not been assigned a security role, and does not have enough privileges for this action".... EVERY...
    on 25 Jan 2012

  • Forum Post: CRM 2011 Website field does not insert http://

    Rachel Davies
    Has anyone come accross this issue in CRM 2011 where by the Website field on the Account/Contact form sometimes randonly does not insert the http:// into the field. If you insert a website address into the form (e.g www.webaddress.com ) the http:// does not automatically go in and then when you save...
    on 17 May 2012

  • Forum Post: CRM 2011 REST - Issues when creating salesorderdetail -

    M. Chreih
    Hi All, I'm developing an order entry app that that creates the salesorderdetail in an existing salesorder. the code to create the salesorderdetail is: private void Add_Click(object sender, RoutedEventArgs e) { Product _product = new Product(); _product = ItemNumber.SelectedItem as Product;...
    on 16 Jul 2012

  • Forum Post: need help in writing custom workflow for mail merge templates

    chnadu shekhar
    I have a requirement for exporting relation data of an entity into a word document by using mail merge template. here I have to write custom workflow reason I have to add some fields depending on the other field values. So please help me how to load a new ms word document withe crm mail merge template...
    on 24 Sep 2012

  • Forum Post: Show the Parent Order on the Order Product Form

    PCR985
    Hello, I am working in the Order Product form, and I am trying to add a field to show the users the Parent Order (Order Name or Order Number) on the form header. I have searched the available fields in the Field Explorer, but I do not see any fields that link the Order Product record to the Parent...
    on 8 Jan 2013

  • Forum Post: Double Searching in Custom Entity Dashboard Component

    Jennifer Stewart
    Hello, We have a custom entity that is causing users to need to search twice in order to find a record when the custom entity is placed in a dashboard component. The first time they try to search it just pulls the default list, and the second time it will pull the record in question. I would appreciate...
    on 14 Jan 2013

  • Forum Post: Re: Error Deleting Leads

    Atilin
    Hi Darren Use Diagnostic tool for Dynamics CRM 2011 ( crmdiagtool2011.codeplex.com ) for more detail about that error.
    on 17 Jan 2013

  • Forum Post: Re: Problem registering Custom Workflows on CRM 2011 Online

    Atilin
    Hi Kris I remember this error, i let you some link where explain this error and reaolusion community.dynamics.com/.../crm-2011-plug-in-assembly-does-not-contain-the-required-types-or-assembly-content-cannot-be-updated.aspx In spanish -> www.elblogdedynamicscrm.com/.../Plug-in-assembly-does-not...
    on 17 Jan 2013

  • Forum Post: Product key change error MS CRM 2011

    M2012
    Hi there, I want to change product key for my MS CRM 2011 installation but I'm getting below error Error Message The product key is not compatible with the installed version of Microsoft Dynamics CRM. Make sure that you have typed the correct product key, and then try again. Later...
    on 29 Jan 2013

  • Forum Post: How do I create lookup columns in CRM 2011 Online?

    aspnet-scotland
    In CRM it is possible to link records together using a many-to-many relationship. Xlink uses this functionality to create a relationship between an appliance record and a job record. In previous versions of Xlink (for on-premise solutions) Xlink provided a workflow in which you could specify the job...
    on 11 Mar 2013

  • Forum Post: What happens when a user is deleted?

    cloneill
    Our first system administrator is no longer with our company. If we delete her account, what will happen to the records, customizations, etc, that she created? If they disappear, how do I delete her account while keeping her information and changes?
    on 19 Jul 2012

  • Forum Post: Contact entity not displaying in the Outlook Client but is displaying via the web client CRM 2011.

    Sam Garner
    When using the outlook client for CRM 2011 (update rollup 1 for server,router,ssrs,and client) all the entities display fine except the Contact it just sits there and says waiting for server. Nothing is showing up in event viewer on the server or client and if I go to it in the web client (IFD only no...
    on 19 May 2011

  • Forum Post: RE: Resource Center Gone with 2012 Update

    HJToland
    Hi everyone, I manage the Dynamics CRM Resource Center, which we have recently renamed the Customer Center . While the product's site map no longer includes a direct link to the Customer Center, there are still easy ways to get to the valuable content that the site provides, which we've documented...
    on 22 Mar 2013

  • Forum Post: Update company information & apply changes to its connected contacts

    Tiera Lanier
    In a company I have contact connections where those contact records have the same physical address as the company record. When I update the company's address fields I would like those connected contacts' address fields to automatically update as well by default. Is there a way to do this? If...
    on 27 Mar 2013

  • Forum Post: XML and Excel spreadsheets

    Devin Rawana
    Hi, I have a business requirement to have client fill out an Excel Spreadsheet form with nice graphics and colors that will be used to push information into CRM 2011. The problem is that the files that can be imported are CSV, XML, and a few other types, none of which are XLS format. Is there a way...
    on 9 Apr 2013

  • Forum Post: Silverlight.and CRM 2011

    Atilin
    I've created a Silverlight webresource, For this reason, I've imported this service http://xxxxxx:8088/CRM/XRMServices/2011/Organization.svc but when, I want to create a OrganizationRequest, i have this error Error 1 Cannot apply indexing with [] to an expression of type 'Con.CrmOrganization...
    on 15 Apr 2013

  • Forum Post: CRM 2011 IFD Outlook Client and ADFS 2.1 on Windows Server 2012

    Jorge Albanez
    Hi, Has anyone been able to get the Outlook client to work when using the internet facing deployment of CRM 2011 on ADFS 2.1 on Windows server 2012? I contacted Microsoft support but the official answer came back that CRM 2011 is not supported on Windows server 2012. Still I'm curious if...
    on 13 Nov 2012

  • Forum Post: Error while adding custom workflow activity to the process

    mohan billakanti
    Hi, I am getting the below error while adding the custom activity step to the process. Registered the assembly and plugin successfully Removed all my from the code, kept only the initialization of service stuff, still getting the error. I think it is related to versioning issue. I am using VS 2012...
    on 1 May 2013
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