Related Posts
  • Forum Post: Re: Error on page errors in IE9 beta

    Hi ARJ, You can use the same workaround I found. I posted about it here . Hope it helps, PP [twitter.com/pabloperalta]
  • Forum Post: Does anyone have an architecture diagram for CRM 2011?

    Hi, With the launch of CRM 2011. I was after an Architecture diagram for both OnPremise and the cloud solution. Thanks in Advance
  • Forum Post: Missing Preview form feature in CRM 2011

    Hi, I am totally new to CRM 2011. Exploring the new features. I came to know that default preview form available in the CRM gridview has been removed in the latest version (i.e, crm2011). I am having a requirement of showing the preview form option in crm2011. can any one help me to find out...
  • Forum Post: Dialog window font in CRM 2011

    Can anyone tell me why the font of the Dialog pages in CRM 2011 has changed to Courier? And how this can be changed? Looks terrible :)
  • Forum Post: Re: How can I integrate and mapping other Contact Table in CRM 2011?

    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
  • Forum Post: How can I create conditional formatting for the contractdetails entity?

    Hi, I added the contractdetails entity to the sitemap to display information related to contract lines like Product, serial number... I tried to create a conditional formating from within Outlook to no avail. The view tab displays only CRM features. Did I miss something? Thomas
  • Forum Post: Access to CRM 2011 Web Service with SharePoint 2010 BCS

    Hello, I'm trying to access CRM 2011 Web Service using SharePoint 2010 BCS. I'd like to do this with SharePoint Designer and not with Visual Studio (i.e. without code). So my questions are : is it possible ? if yes, what do I have to enter in the following fields: service metadata...
  • Forum Post: How do you dynamically change the form for an Account based on the type

    We have different types of Accounts (Customer, shipping, vendor, partner). and we want to use a different form for each customer type. I know how to create the additional forms, I just dont know how to get the system to automatically use a specific form based on the Account Type? Any smart people...
  • Forum Post: Are multi-language dialogs possible in CRM 2011

    When implementing dialogs in a multinational organisation you would need dialogs that are available in multiple languages. For this it would be great if the dialog screens (tect on buttons, instructions on the windows etc) itself are multi-language (which I expect they are) but also that you have the...
  • Forum Post: Web form lead tracking - How to... and is it compatible with on-site/non-cloud CRM

    On our website we have a contact form; we want to embed CRM code into the form so that it automatically record their contact info and lead details in our CRM when they use our web form. Q1. How is this done? (is it possible?) Q2. Is this feature of MS CRM D' available on the on-site/non-cloud version...
  • Forum Post: Is It Possible to Create a Lead to Lead Parental Relationship

    Hi, Since leads do not allow contacts, I am trying to create a sitution with parent and child leads - that is, many child leads (for the contacts) roll up into a parent lead record (the company of those contacts). However, when I created the referential field "Parent Lead" and tried to define...
  • Forum Post: Mobile Express for CRM 2011

    Hi, What is the support for mobile in CRm 2011? Any improvements from 4.0? Can I use Reports, Charts, Dashboards etc in mobile? Any offline support? If you can provide any resources or any link for the same will be really helpful. Thanks,
  • Forum Post: Outlook 2010 phone call activity in CRM 2011

    Hello, I'm new to Dynamics CRM and I have a question. When I'm using Outlook 2010 with the CRM 2011 plugin, I can't enter inbound phone calls. I'll go to: Workplace->My Work->Activities Then in the Ribbon, I'll click "Phone Call" but the screen that comes...
  • Forum Post: Import attachement files to MS CRM 2011

    Hello all, As we know, the Data Miigration Manager for MS CRM 4.0 has not stepped into the new version with MS CRM 2011. So a strong requirement: importing the attachement files (with Note), is not assured. So anyone has an idea about how to import the attached file in MS CRM 2011? Especially with...
  • Forum Post: How to implement CRM 2011 with Novell eDirectory?

    As part of a 1000 user CRM 2011 implementation, we need few clarifications 1.Is CRM 2011 LDAP v3 complaint? 2.Can ADFS 2.0 (Active Directory Federation Services) authenticate with Novell eDirectory directly or it can only authenticate with Active Directory? 3.Can we implement CRM 2011 in claim...
  • Forum Post: How does the next page button work in a view?

    I was wondering if anyone knows how the call to the database works when using a view? For example I click on contacts and the page only displays the first 50 but in total there are 500. Are all 500 collected in the initial call and CRM filters it out by page or is each page a separate call to the...
  • Forum Post: Plugin Cancel Contract

    I'm trying to cancel all the incidents associated to a contract using a plugin configured to be triggered at the Cancel-Post message of contract entity but the PrimaryEntity attribute of Context class returns 0000-0000... insted of the Guid for the contract
  • Forum Post: CRM 2011 - document.title change in javascript no longer works

    In CRM 4 I had code in a form onload event to change the form's title, among other things, depending on the current record's status, type, etc. It used to simply be something like: document.title = document.title + ' - STATUS TEXT HERE'; The current value of document.title is what...
  • Forum Post: How to update CRM record from Azure aware plug-in?

    Hello, I need some help. The CRM 2011 SDK provides example on creating simple azure aware plug-in which reads the context ( RemoteExecutionContext ) in Execute method (the listener program). The context provides the data but not CRM service. After the specified task completed by listener i need...
  • Forum Post: Regarding.. bar in Outlook emails not displaying for some users

    The bar below the email header in an Outlook email item showing the "regarding" item displays for some of our users,but not for others. Unfortunately, the user where it doesn't show is the CEO, and he relies on it to be sure an email got attached to the right Opportunity. I didn't...
  • Forum Post: How can I export organizations and customizations of MS Dynamics CRM 2011?

    Hi, All. I am new to MS Dynamics CRM 2011. We need to export or copy the existing organizations and customizations in MS Dynamics CRM 2011 before we reinstall the CRM. This is to avoid losing the organizations already created, with the idea of importing them once a reinstall is finished. A step by...
  • Forum Post: Cannot upload mail merge tamplate in CRM 2011 online

    Hi I am unable to create or upload mail merge templates in CRM 2011. I am uploading a word xml file but I get an error saying the file is not supported. Anyone have a resolution to this issue. Please help!!! Thanks
  • Forum Post: Link an activity party to an Activity using ODATA

    Hi everyone, I am facing an issue while associating activity party to an activity through ODATA. It only allows us to associate one party. here is the code that allows me to associated one activity party to a service appointment ActivityParty ap1 = new ActivityParty(); ap1.ParticipationTypeMask...
  • Forum Post: Getting an Azure error installing CRM 2011 Pre-reqs

    I'm trying to install CRM 2011 server on a brand new Windows 2008 R2 server and the pre-req "Windows Azure platform AppFabric SDK V1.0" is failing with "fatal error during installation". If I look in the Event Viewer, I see Error 1026, .NET Runtime Application: RelayConfigurationInstaller...
  • Forum Post: What is a typical server setup for a small/medium deployment for CRM 2011

    We are currently running CRM 4.0 on-premise with just a CRM Server and a SQL server. We are getting ready to move to 2011 and would like to build a more robust environment. I know we can split it out 100 ways to the moon but what would a typical configuration include for a few hundred users. I am...