Microsoft Dynamics CRM

Forum Post: RE: how to pass data back to CRM online from azure SB with two listener?

Muhammad Adeel Javaid — Thu, 23 May 2013 18:55:00 GMT

The following TechNet Article could be of help for you:

technet.microsoft.com/.../gg309276.aspx

Forum Post: RE: Wealth Management Template for Dynamics CRM not Working

David DeLude — Thu, 23 May 2013 18:49:00 GMT

It sure is not working for me. I am very familiar with how to install Solutions, and have tried to install it twice and still have a problem with the Client form. Has anyone installed the Wealth Management Template (Solution) on the latest version of CRM 2011 Online (Ver 5.0.960.3379)?

Forum Post: How To Expand the Notes In The Opportunities To Allow The Full Note To Print

jevans — Thu, 23 May 2013 18:27:00 GMT

We created a note within an opportunites. When I open the opportunity to print it and/or save as adobe only the first line of the note appears - How do I get the whole note to print and/or safe??

Forum Post: RE: Using CRm for internal service (support)

CRMGretchen — Thu, 23 May 2013 17:51:00 GMT

Hi Keith,

Please check out this blog on options for storing employees in CRM that covers many of the considerations..

www.powerobjects.com/.../options-storing-employees-in-crm-2011

Forum Post: RE: How to generate entity attribute logical names with crmsvcutil.exe?

Muhammad Adeel Javaid — Thu, 23 May 2013 17:34:00 GMT

Here are some more links:

mscrmshop.blogspot.com.au/.../how-to-use-crmsvcutil-code-generation.html

www.mscrmshop.blogspot.com.au/.../how-to-use-crmsvcutil-improved-version.html

community.dynamics.com/.../extending-crmsvcutil-filtering-the-generated-classes.aspx

mscrmshop.blogspot.com/.../extending-crmsvcutil-filtering.html

msdn.microsoft.com/.../hh547384.aspx

Blog Post: Microsoft Dynamics CRM Online Free Trial, Paid Subscription, Non-Profit Charity Subscription

Magnetism — Thu, 23 May 2013 17:00:00 GMT

Since writing a previous blog on setting up a Microsoft Dynamics CRM trial some things have changed!

This blog provides updated information on creating a Microsoft Dynamics CRM Online trial, converting the trial to a Paid Subscription and applying for Non-Profit Charity Pricing. Eligible non-profit charitable organisations can get a $12.80 NZD instead of $56.30 NZD per user/month subscription rate for Microsoft Dynamics CRM Online.

1. If you already have an Office 365 account you may first logon to that account from the https://portal.microsoftonline.com logon page. When you then complete the following steps you will be prompted to either add the trial to your account or sign up for a new account:

2. Go to any one of these locations:

http://crm.dynamics.com/en-nz/home

http://crm.dynamics.com/en-nz/trial-overview

http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx

3. Click either the Get Started or the Try Now! button to go to the ‘start your free 30-day trial’ page.

4. Complete the ‘setup your account’ information. Note: You should provide your Billing Address here.

5. Complete the ‘create your user ID’ information.

• Note: The domain portion of the User ID will default to the Organisation name. You may change the domain portion of the User ID if desired.

6. Review your contact preferences:

7. Click ‘create my account’.

8. Complete the ‘Don’t lose access to your account’ information and click ‘save and continue’.

9. The ‘Office 365 admin center’ page will be displayed.

10. Select ‘CRM’ from the top-right-hand area of the Office 365 title bar.

11. The ‘Microsoft Dynamics CRM Online settings’ page will now be displayed. You may review and change the settings for Friendly Name, Instance URL and Purpose and then click ‘continue’.

• The Friendly Name is the name of your trial Organisation as it will appear in Microsoft Dynamics CRM.

• The Instance URL is the web address you will use to access Microsoft Dynamics CRM. Note: The URL must always end in crm5.dynamics.com.

• The Purpose is a description that you may provide to indicate the purpose of this Microsoft Dynamics CRM Organisation. This is useful if you are configuring more than one Microsoft Dynamics CRM Organisation under the same Microsoft Office 365 account; e.g. Trial, Development, Test, Training, Live etc.

• The ‘Please select your base currency’ page will be displayed. The base currency defaults to that for the Country selected on the initial ‘setup your account form’. If this is not the currency you want to use as the base currency in your Microsoft Dynamics CRM Organisation you may change it here by clicking ‘Change currency’. Note: The base currency cannot be changed afterwards.

12. Click ‘Configure CRM’.

13. The following information will be displayed while Microsoft Dynamics CRM is being configured.

14. A ‘Launch CRM Online’ button will then be displayed. Click ‘Launch CRM Online’.

15. You will now be redirected to your Microsoft Dynamics CRM Organisation.

16. Completion of the following additional tasks will provide added benefit:

• Configure Personal Options
• Configure System Settings
• Configure Web Browser
• Install and configure the Microsoft Dynamics CRM for Outlook Client
• Add and configure additional users. Note: If adding additional users you should also configure their Personal Options, Web Browser and optionally install and configure the Microsoft Dynamics CRM for Outlook Client for each user.

At any time you may convert your Microsoft Dynamics CRM trial to a Paid Subscription by either navigating to Settings, Administration, Subscription Management from within Microsoft Dynamics CRM or by logging into http://portal.microsoftonline.com. Then from the ‘Office 365 admin center’ complete the following steps:

1. Select ‘licensing’ from the left-hand side navigation pane to display the ‘subscriptions’ list.

2. From the ‘subscriptions’ list click the ‘Microsoft Dynamics CRM Online Trial’ hyperlink to display the ‘subscription details’ page.

3. From the ‘subscription details’ page click the ‘Buy now’ hyperlink. This will open the ‘Customise your order’ page.

4. You may now customise your order and complete the check-out process.

If you are a non-profit organisation you may also apply for non-profit charitable organisation pricing, (e.g. currently $12.80 per user/month NZD), by downloading and reviewing the eligibility requirements and then completing and submitting the online application form.

You may also review the Microsoft Worldwide Eligibility Guidelines for Charity Organisations in New Zealand at this location: https://mscharity.arvatods.com/aspxfiles/Landing.aspx, (or for other countries from this location: https://mscharity.arvatods.com/aspxfiles/landing.aspx).

Once your application is approved you will be emailed a link and instructions to activate your Charity Offer.

Forum Post: RE: Direct Mail subject line

Wendi Grinnell — Thu, 23 May 2013 16:09:00 GMT

I created a new template from scratch and did not copy anything into it. typed the subject line as well as the body content and saved.

I also tried with/without merge fields in the body of the email and same issue.

Thanks,

Wendi

Forum Post: vcards in MS dynamics crm 2011

Folk — Thu, 23 May 2013 14:36:00 GMT

Is there any way to export/send a vcard of the contact from MS dynamics CRM 2011?

I met some builts for CRM 3 and 4, but there hasn't said anything about CRM 2011.

thanks in advance

Forum Post: UR13 fails from Windows Upodate with error FFFFFFFF

Néstor Sánchez — Thu, 23 May 2013 13:51:00 GMT

Windows 8 64-bit

Office 2013 32-bit

CRM Addin UR12_v2

CRM On Premise UR12

All other updates install.

Nothing appears in MSCRM\logs

Forum Post: RE: "Cannot access a disposed object." - SSRS

Muhammad Adeel Javaid — Thu, 23 May 2013 13:34:00 GMT

Please refer to the link I am copying below:

stackoverflow.com/.../cannot-access-a-disposed-object

Forum Post: RE: Export reports

Muhammad Adeel Javaid — Thu, 23 May 2013 13:28:00 GMT

You can refer to the following links please:

community.dynamics.com/.../153193.aspx

community.dynamics.com/.../103257.aspx

Forum Post: RE: Fetch Reports

Muhammad Adeel Javaid — Thu, 23 May 2013 13:23:00 GMT

Please refer to the links I am copying below:

social.msdn.microsoft.com/.../2d09f805-1230-4e2b-bef5-7328d320e7ce

www.magnetismsolutions.com/.../Run_Fetch_XML_Report_on_Selected_Record_in_Dynamics_CRM_2011.aspx

Forum Post: RE: How can I track emails as sent or received? They just show up as activity type Email

Muhammad Adeel Javaid — Thu, 23 May 2013 13:20:00 GMT

Please refer to the links I am copying below:

community.dynamics.com/.../crm-email-tracking-part-1.aspx

community.dynamics.com/.../crm-e-mail-tracking-part-2.aspx

Forum Post: RE: CRM 2011 rollup 13 issues?

Néstor Sánchez — Thu, 23 May 2013 13:16:00 GMT

We are having issues as well.

On Premise up to date with UR13

Windows 8 (64-Bit)

Outlook 2013 (32-Bit) with UR12_v2.

UR13 from Windows Update chokes with FFFFFFFF error.

Manual download fails. Message says UR6 is missing (¿?!!).

All other application updates install fine.

Forum Post: RE: Dynamics Sitemap error

Muhammad Adeel Javaid — Thu, 23 May 2013 13:03:00 GMT

You will have to directly navigate to the export customization page in ie browser. The url can be found in the sdk. Similarly u will find url for import customization window as well.

Forum Post: RE: CRM Online export to excel issue with excel 2013

Graeme Donnell — Thu, 23 May 2013 11:21:00 GMT

Hi Ville,

Excel 2013 should work exactly as any previous versions did when carrying out this type of action.

Can you let me know what current update roll-out you are on for CRM?

Regards

Forum Post: Dynamics Connector communication object errors

Aykin — Thu, 23 May 2013 08:36:00 GMT

I'm not sure where to post this, but I'm having a problem with the Dynamics Connector (across two entirely separate projects). It's been configured to synchronize between NAV and CRM 2011. The logs are constantly filled with these errors:

[Account to NAV Customer Card] has encountered an error. Processing will be aborted. The communication object, System.ServiceModel.Channels.HttpChannelFactory+HttpRequestChannel, cannot be used for communication because it has been Aborted.

[Account to NAV Customer Card] has encountered an error. Processing will be aborted. The HTTP request to 'http://sql:5555/<organizationname>/XRMServices/2011/Organization.svc' was aborted. This may be due to the local channel being closed while the request was still in progress. If this behavior is not desired, then update your code so that it does not close the channel while request operations are still in progress.

It doesn't actually seem like these are actually a problem, but I'd still like to get rid of them. There doesn't seem to be a lot of information available on this error, and what little I found seems to suggest it's a problem in the actual code. Anyone have an idea on how to solve this?

Forum Post: RE: CRM Live 2011 - CALENDAR ITEMS

Graeme Donnell — Thu, 23 May 2013 08:35:00 GMT

Hi satha,

You may be able to merge the two calendars within Outlook. To achieve this please review the following steps.

Export calendar information

1. Click the File tab.

2. Click Options.

3. Click Advanced.

4. Under Export, click Export.

5. Click Export to a file, and then click Next.

6. Click Outlook Data File (.pst), and then click Next.

7. Browse to CRM section and click the calendar folder that you want to export, clear the Include subfolders check box, and then click Next.

8. In the Save exported file as box, enter a folder location and file name, or click Browse to select a folder and enter the file name.

9. Click Finish.

NOTE Exporting calendar items makes a copy of the items, but does not delete the items from any calendar.

Import calendar information

1. Click the File tab.

2. Click Open.

3. Click Import.

4. Click Import from another program or file, and then click Next.

5. Click Outlook Data File (.pst), and then click Next.

6. Click Browse to select the file you created in the previous section, and then click OK.

7. Under Options, click Do not import duplicate items, and then click Next.

8. Under Select the folder to import from, click the Calendar folder.

9. Clear the Include Sub-folders check box.

10. Click Import items into the same folder. If you have multiple accounts, you might have different Outlook Data Files. Click the destination account where you want the calendar items to appear.

11. Click Finish.

Regards

Forum Post: RE: What's new error message

Graeme Donnell — Thu, 23 May 2013 08:19:00 GMT

Hi Kate,

If you drop down the "All Records" option and select some options from the "Posts About" column and let us know if you still encounter an error?

Select, for example, "@Me" or "My Active Accounts" and see if you receive a full list of whats new notifications, obviously these notifications will be specific to your own work. If you don't receive an error it may still be an issue with the security roles so you may need to add read/write/create/share privileges within the Security Roles.

Regards

Forum Post: RE: Bulk resolution of cases

Graeme Donnell — Thu, 23 May 2013 08:06:00 GMT

Currently it is not possible to do this directly via the UI, mainly due to the fact that if unfinished activities remain with the case you will be unable to close it. You'll probably have to do it via a plugin, take a look at the following,

msdn.microsoft.com/.../microsoft.crm.sdk.messages.closeincidentrequest