Tagged Content List

Associated views on Tablet

Hi All, We have a custom N:N relationship between accounts and opportunities and this is being displayed on the web in the related entities section and working fine. On tablet however I can see the relationship in the related entities section but when I click from an opportunity to see the related...
Forum Thread | on 30 Jul 2015 by Shaik666

Multi-select lookup as input parameter to custom workflow

Hello, I have a custom workflow in my CRM 2011 org. In the custom activity code, I have a contact entity lookup as an input parameter to the custom. I want this contact look-up to have multiple values selected at a time and pass these values as input parameters to the workflow. For example, I want...
Forum Thread | on 27 Jul 2015 by Purva H. Sapre

Changing Currenncy

Scenario : Hi All, Am using CRM 2011, The base currency is Euro, we have multiple transaction currencies as well in CRM. Now while closing an opportunity (as won or lost) we have a managed field with type as currency and there are multiple dependencies on the same. What we need? By default...
Forum Thread | on 22 Jul 2015 by Jithin15

CRM 2011 MSCRMReporting Error

I am getting this error message on SBS2011 box which has CRM 2011 and SQL server standard 2008 R2 on it : Web service request ListExtensions to Report Server crm/.../ReportService2005.asmx failed. Error: The request failed with HTTP status 503: Service Unavailable. and when browsing this page it...
Forum Thread | on 13 Jul 2015 by Peyman Jeyhani

Upgrade from CRM 4.0 to 2011 Javascript

PLEASE REPLY TO THIS POST SO THAT I CAN ATTACH SCREEN CAPTURES Hi everyone, We are upgrading CRM 4.0 to 2011. Scenario - In CRM 4.0 , we have a common JS file located in the project "abc.def.crm.web" and it is referred by every custom entity on the "onLoad" event. "MyJavascript...
Forum Thread | on 30 Jun 2015 by thesagarlee

After creating 2 users, reached user limit on Dynamics CRM 2011

Hi We have installed Dynamics 2011 with a server license on a Development Server. After adding 2 users to the CRM, it then says that the maximum number of users limit has been reached and I can't go any further. In deployment manager it shows 5 full CALs required, 2 are the new users, and 3 are...
Forum Thread | on 24 Jun 2015 by EDP33

Reading referenced values from search-field

Hey guys, I'm sorry for the wording of the topic but I don't know how to explain it short. So as as story: I try to migrate every written and received email from CRM 2011 to CRM 2013. The export runs smoothly and everything looks fine. But the import fails due to duplicates in accounts...
Forum Thread | on 22 Jun 2015 by Florian Adler

RE: Loop through Child Records

Thanks, i made progress but i am stuck Problems - i am not able to update all Child records linked to incident (parent RECORD) - How do i loop through ["bdp_event"] (Child Entity) and update ["bpd_name"]. - ["bdp_event"] is not in the Conditional Expression so I guess...
Forum Reply | on 18 Jun 2015 by Jay2014

Upgrade from CRM 4.0 to 2011 ---- JavaScripts

Hello People, We have to upgrade from CRM 4.0 to 2011. I am worried about the scripts. Scenario -- We have a common script -- "Common.js" -- this is used by all our custom entities. And on onLoad/onSave events of forms, we have script in the below manner -- var head =...
Forum Thread | on 15 Jun 2015 by thesagarlee

CRM 2011 & GP connector exchange rate issue.

Hello, I have CRM 2011 on premise that reads currency information thru GP connector. In connector, the exchange rate is set to a constant of 1. I need to sum estimated values at the opportunity entity for opportunities with different currency. I am not able to do this, because the base field amount...
Forum Thread | on 12 Jun 2015 by zmk

CRM 2011 and Social Media Monitoring

I'm looking for a solution based integration (for twitter and f acebook ) that still works with CRM 2011 on premise. Parrot unfortunately doesn't exist any more. Has someone and idea a suggestion how I can get facebook and twitter into the (old) CRM? Thanks in advance!
Forum Thread | on 10 Jun 2015 by helche

CRM 2011 - Qualify Lead

Hi all, Does anyone know how lead qualifying works internally? Please, consider following scenario: I created new lead record, so I am an owner and it was created by me of course. I have a worflow registered on onCreate of lead, this workflow is owned by another user and it sets one field on newly...
Forum Thread | on 9 Jun 2015 by LukasBelak

Critical Update ShowModalDialog for Chrome

I'm currently running on Dynamics CRM 2011 UR18 and we received the Critical Update that should resolve the issues with the ShowModalDialog for Chrome. We installed it and we are still seeing functionality not working like Export to Excel. https://support.microsoft.com/en-us/kb/3045631 I'm...
Forum Thread | on 5 Jun 2015 by matthew.mickas

Search in saved business unit user query not possible

Hello, I created a business unit view with no filter parameters via advanced find and saved it as "All BUs". After that, I selected the saved user query in settings/administration/business units and tried to search for a business unit name e.g. "d*". The following error occured...
Forum Thread | on 5 Jun 2015 by CSW

Customize Opportunity close form in CRM 2011

Dear Experts, CRM Area - Opportunity Close form I got a requirement where if someone chooses Status Reason as 'Other' then 'Description' text area should be mandatory which is not there in CRM. When i am trying to customize this form, form is coming in disable mode. Tried to...
Forum Thread | on 27 May 2015 by Jitendra Sahu

Migration from CRM 2011 to CRM 2013

Dear Experts, I am at the stage where I need to migrate one of the CRM from 2011 to 2013. I have imported all customization from CRM2011 to CRM2013 and validated all form's XRM script using MS script validation tool. Everything is working fine. Now the final task is to import entire database...
Forum Thread | on 27 May 2015 by Jitendra Sahu