Tagged Content List

Customise picklist descriptions

Hi, I am trying to dynamically populate a picklist with the Job Details for a client in a case note entity - generally the client will only have 1 job but in some instances may have 2 (or rarely 3 jobs). The job details info consists of name of employer and start date (as a string). The picklist...
Forum Thread | on 29 Mar 2015 by Doug Coates

Real time vs. Nightly batch data

Friends, I have a requirement to implement a customer dashboard that has personal details well as products, cases, and sales / marketing stuff for that customer. My question is, what should be the approach to have the customer on board to CRM. should I just write plugin to get the information from...
Forum Thread | on 29 Mar 2015 by NaveedAkhtar

Federation metadata URL is not available

Hi all, I have a problem where the system checks window is returning a red cross in the Federation metadata URL after renewing the wildcard certs. Some details: CRM and ADFS are on two separate servers and includes an ADFS Proxy in the DMZ. Everything was working fine until we changed the certificates...
Forum Thread | on 27 Mar 2015 by Mark.Fowler

RE: Limiting Email Attachments causing Outlook error

Do you know why I cannot save an attachment when promoting an email from Outlook to CRM? We are on CRM 2011. The attachment is PDF. I even tried renaming it. The size is 13 MB. I increased the maximum file size in the System Settings to 20,480 KB, (20MB) and still getting the error "The message...
Forum Reply | on 10 Mar 2015 by CRM2011Chug

Outlook appointments are not appearing in CRM activities view

Hi, We use CRM 2011 (on prem) and have had Outlook integration working for users for years (Currently Office 2013). Since about August 2014, all new users created have the same issue where Appointments created in Outlook (and 'Set regarding' set) do not appear under the CRM account activities...
Forum Thread | on 9 Mar 2015 by JosieJo112

Bulk Create of Connections Issues

Hi. We bulk create connections using a custom workflow async process. There are many instances where our connections do not get created. The code is sound, and no errors are generated. We've also seen this behavior using the CRM out of the box import tool. We cannot duplicate this issue in our test...
Forum Thread | on 7 Mar 2015 by Eric Blanco

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