Tagged Content List

CRM 2011 Tracking token question

Hello, We currently have CRM 2011 and we do not use outlook. Is there any benefit on keeping the tracking token on as we are not using outlook? Is there any harm in just turning it off? Thank You
Forum Thread | on 5 Mar 2015 by ap3

Dynamics 2011 Report Issue

Hi, We have an issue with reports: If the report had no default values and it being generated there is no Export To PDF button. Afterward we modified the report (defined default values) we could see the Export to PDF button. Great! If the report has result with more than one page, the button is...
Forum Thread | on 4 Mar 2015 by Zsolt Zombik

Execute Script when press button

Hi knowledge persons, I have this question, because i didn't know if it's possible... When users gonna close an opportunity as won or as lose, i need to execute an javascript resource when them press that ribbon button. Anyone knows if it's possible do that? O_O Any help will be very...
Forum Thread | on 19 Feb 2015 by Vile Andreas Rantala

Better Advanced Find/Query Searches

I'm fairly new to MS CRM, so I apologize if these are simple questions... but I appreciate all of the responses! Currently we have an option under the account entity to check off any of the company's current IT systems. However, when I go to advance find/query search these options, I am...
Forum Thread | on 19 Feb 2015 by Jlittle92

CRM 2011 Attachments, secondary data file

We are in the process of launching a product via CRM Customer facing portal. Backend of this is CRM 2011. This product will allow users to upload files (500kb max limit). I am looking for a scalable solution where attachments do not get saved in CRM 2011 database disk, but a separate disk. So far the...
Forum Thread | on 12 Feb 2015 by Aseem311

Dynamics CRM 2011 - Send Direct Email - Multiple Emails not sending

Hi all, I have been scouring the internet to solve a problem with the Send Direct Email function. I have created two test users in the contact section of CRM 2011. When the test users are both selected and the Send Direct Email function used the wizard completes successfully but the emails never...
Forum Thread | on 9 Feb 2015 by Norova

CRM 2011 Outlook Set Regarding Issue

A client of ours is experiencing an issue whereby when they track an email and set regarding to a record, the email is tracked to 2 separate records with seemingly no link to them. Then when Set regarding is displayed in the email footer, it shows whichever record is first alphabetically; i.e. If I have...
Forum Thread | on 3 Feb 2015 by DavidRowland1992

CRM 2011 to 2015 Error on CRM 2013 Migration

For a strange reason CRM 2015 dosen't detect CRM 2013 SP1, and say on the migration that i need to upgrade at least CRM 2013 SP1 and is alredy installed with CRM 2013 SP1 Rollup 1. My Steps in CRM 2013 was Upgrade CRM 2011 to CRM 2013 (ISO File MSDN) RTM with updates. Install CRM 2013 SP1...
Forum Thread | on 22 Jan 2015 by Juan Solares

formSelector issue on navigating between forms. CRM 2011 RU16

Hi, I'm having an issue with a Custom Entity that uses two forms (effectively two different products need sufficiently different fields to justify an additional form on the same Entity. What CRM seems to do is load whichever form it was in last; so if the last record it was in was Form B, then...
Forum Thread | on 15 Jan 2015 by Grey Area

crm 2011 sql server error

Dear all, I receive this error while try to connect to crm 2011 website. iam using crm 2011 on premise, sql server 2008 r2, windows server 2008 r2, it's working fine but am surprised from this error while to try to connect.
Forum Thread | on 17 Dec 2014 by Hamzeh Zawahreh

CRM 2011 Lookup fields not populated on mail merge and assign record.

I am currently running on Microsoft Dynamics CRM 2011 UR17, and having issues in producing a mail merge. When I try to select a template from the lookup field (magnifying glass), the lookup field is not being populated. I can still type in the lookup field, and it matches fine, but unable to select...
Forum Thread | on 15 Dec 2014 by Rico Gunawan

Deletion of Contact not possible after Patchday 12/2014 in IE11

Hello, We are running CRM 2011 onPremise with IFD (5.0.9690.3448) and using IE 11 in compability-mode. Since the patch-day this week it's not possible to delete e.g. contacts anymore. The Dialog concerning 'are you sure' Pops up, we select 'Delete' - next Dialog 'Are you really...
Forum Thread | on 11 Dec 2014 by ges

CRM 2011 add ons crashing Outlook 2013.

I have a user that is having issues with Outlook 2013 crashing when the user "clicks" on any CRM folder in Outlook. CRM folders show a quick screen then goes white, then crashes Outlook. Any assistance would be greatly appreciated.
Forum Thread | on 10 Dec 2014 by XtremeXO

#27938 - An error occurred while checking for e-mail messages to process in mailbox xxxxx@xxx.com. Microsoft.Crm.Tools.Email.Providers.EmailException: Error: The specified object was not found in the store

I am trying to track down a issue for past of couple of days and couldn't nail it down. Help is much is appreciated!! We have a CRM 2011 on premise setup with Update Rollup 17 on the server. I have seen in some scenarios that some of the E-mails are not tracked in CRM. Inbound and outbound E-mails...
Forum Thread | on 5 Dec 2014 by Vijayananth

Stuck in Export Translations in CRM 2011

One of the projects are taking over support of a MSCRM 2011 application from an incumbent vendor. The solution has been implemented with base language as Japanese. They have implemented localizations in English for users outside Japan. Issue: To implement CRs we will need to access customizations...
Forum Thread | on 4 Dec 2014 by Nikhil Kumar Das

CRM 2011 Outlook Client Generic SQL error.

Hello, some users of my customer randomly get the magic Outlook Client "Generic SQL errror" while trying to go offline. I have no idea what the cause might be. Maybe someone of you has a hint. Logfile Entries: [2014-11-17 12:34:37.016] Process:OUTLOOK |Organization:c03f003b-efe7-e311...
Forum Thread | on 3 Dec 2014 by CclX

CRM 2011 Auditing - User initiated or Automatic Process

Through out my time working with CRM 2011 I have come across instances where the status or field of a record has changed and I have wanted to know who performed the update and why. Currently I have a user who has informed my that all of her open activities have been marked as complete. I can see this...
Forum Thread | on 30 Nov 2014 by Blumefeld

Seeing emails responded to/viewing email chains in CRM

A client has asked if there is anyway see an email activity in CRM has been responded to in order to be able to see only "outstanding" emails. Is there any way (in any version of CRM) to see if an email has been replied to? (Similar to Outlooks "You replied to this message on 19/11...
Forum Thread | on 18 Nov 2014 by AndrewCampey

Assign privilege

Hi All, I have a security role profile where users can only Assign Activities to his Business Units and Child Business Units. The security role that I am using is Salesperson (out of the box), I modified the Activities Row for all permissions to have Parent: Child Business Units. As soon as security...
Forum Thread | on 30 Oct 2014 by Nro

CRM 2011 Subgrids after Rollup 17

Hi all, Hoping someone could help shed some light on a problem I'm having. Recently rolled up our on-premise CRM 2011 instance to Rollup 17 (in preparation for upcoming upgrade to CRM 2013). Since upgrading, I've noticed a few issues with subgrids. The Count of records normally showing...
Forum Thread | on 22 Oct 2014 by Ronan Raftery