Related Posts
  • Forum Post: Import users via CSV or XML?

    I just joined our NOC, we create users all night long, every time modeling them after an existing user. Is there way way to make a csv or xml file to just import a ton of them at the same time rather than monkey clicking for every user?
  • Forum Post: Re: Percentage calculation in crm 2011 charts

    The code below was used to display percentages on a pie chart, but it should work for any chart. Modify the <Series> section (bold were the changes & additions): <Series> <Series ShadowOffset="0" IsValueShownAsLabel= " False " Label="#PERCENT"...
  • Forum Post: Import process removes leading 0's

    URGENT ANSWER NEEDED: We have exported the xml template from CRM 2011 for a custom entity to upload records. When we open this template in excel to modify the data the leading 0's are stripped from the data. How can we preserve the leading zeros.
  • Forum Post: How can I link a specific color to a specific Pipeline Phase?

    I have customized the specific colors that I want displayed on a sales pipeline. It works great as long I have open opportunities in each phase. The problem occurs when there are no open opportunities in one or more phases. I need the final phase to be green, but the system automatically fills the...
  • Forum Post: Post applying Roll Up 12 On Premise - Email Router doesnt load "The E-mail Router Configuration Manager was unable to read configuration information. Make sure no files in the current directory are locked, missing, or inaccessible. To try again, resta

    Hi Folks, I recently (just) applied the Dynamics CRM 2011 Roll Up 12 (much awaited.. multi browser support ) on all the applicable components (Server, DB, Router and Client) Link: http://support.microsoft.com/default.aspx?kbid=2795627 . On trying to load the Email Router Configuration manager...
  • Forum Post: Suppress zero values for data labels in a stacked column chart

    How do I use XML to suppress zero values for data labels in a stacked column chart?
  • Forum Post: XML and Excel spreadsheets

    Hi, I have a business requirement to have client fill out an Excel Spreadsheet form with nice graphics and colors that will be used to push information into CRM 2011. The problem is that the files that can be imported are CSV, XML, and a few other types, none of which are XLS format. Is there a way...
  • Forum Post: Problem after changing language

    Hi all. I run Dynamics CRM (hosted at Microsofts servers) for my company with the default language of Swedish. To accommodate our Danish users I've enabled the Danish language pack in the admin panel. When I changed the users language to Danish I can't use the settings dialog in Outlook...
  • Forum Post: Data import using SDK results in failed import but no error messages

    I am trying to do a data import as an automated process using the SDK, but the import overall shows up with a failed status even though the parse, transform, and import jobs all succeed without errors. I'm using CRM Online 2011 UR12. I've looked over the data import sample project in the SDK...
  • Forum Post: WebService Question:

    Hello, I have a question - maybe someone can help me. If I want to query via webService to a specific contactid, then I have to send the ID parameter. Although the field is in the XML output always called contactid. Example: Excerpt from a Contact XML return     <q1:company_ldap_id> fb541d5c...
  • Forum Post: Fetch XML - How can I compare two fields on a contact form?

    I'm new to creating SSRS reports using MS SQL Server 2008. I am trying to compare the company field found on the contact form to a custom field where we hold a company name for an Alumni. I thought I could create an Advance Find and then modify the Fetch XML but it doesn't look like I can compare...
  • Forum Post: Query from CRM to post on Website

    I am new to MS Dynamics and have what should be a simple question, but I am not so naïve as to believe it really will be ;) My task seems simple...get the number of current contacts in my dbase and report that number on an HTML page in my website. I can see a report already created that gives me...
  • Forum Post: Option Set Value

    Hello, I am making a custom report using fetchxml and Parameterizing one of the options for users to pick at the run of the report. The Parameterized option is an option set that has multiple names that we use. The issue I am having is the report is wanting to base that off the Value of each option...
  • Forum Post: CRM4 - 2013: Alternative Migration Using Data Import

    Could you provide any advice on whether it is possible to bulk export contacts, activities, entities, etc to csv from CRM4 (I'm assuming using third party tools) in order to import the data directly into a clean CRM 2013 deployment? This would allow us to perform some data cleansing and start with...
  • Forum Post: Crm 2011 chart label - Wordwrap + Tooltip

    Hello, I am working on chart customizations (editing chart xml file) in Dynamics CRM 2011. 1. I need to wordwrap labels (e.g.: after 30 letters will be label wrapped to next line OR after 30 letters will be shown only "..." -> example = "123456789012345678901234567890..." ...
  • Forum Post: Germanic umlauts in combination with CRM Webservice

    Hi, One of our clients uses a PHP module to write data in CRM using the webservice. It goes wrong when Germanic umlauts are involved (ö, ë, ü etc). The XML does have the encoding set to UTF-8 and CRM is able to handle umlauts (when doing a manual entry). The top row in the screenshot...
  • Forum Post: Exporting Data From Dynamics CRM

    Dear All, I am hoping someone can provide some insight into the following problem: My employer needs me to produce an extract from our CRM system that can then be used to control access permissions on the organisation's website. I can build a fetchXML report that would deliver the data in the...
  • Forum Post: Why do I get errors when trying to reimport Leads' list (in csv) - to update existing Leads in CRM?

    Hi! I need to update about 600 Leads in CRM (one column - Status), and I exported it (static) in Excel (xml), then, because the file is too big for reimport, cut it up in csv (xml would not allow me to modify the first row and the first column), checked that all columns are the same (+the Lead "ID...
  • Forum Post: Rangebar Chart

    Hello, We are a project driven company and have a Project Start and Project Complete date on each opportunity. I am trying to create a rangebar chart that will plot the opportunities in a simple gantt chart type display. I have tried creating the xml below, but when the chart renders in crm its...
  • Forum Post: Unable to Deserialize XML -->

    Hi guys, I created console applications that pulls data from our CRM Online 2013 to our local database. I followed the guidelines written on the sdk and everything went well. Recently we updated to office 365, and the account i'am using was changed to email@onmicrosoft.com and a new password...
  • Forum Post: Mail Merge Template Problems with Microsoft Dynamics CRM 2013 and Microsoft Word 2010

    I am trying to create a quote template in Microsoft Word 2010 for CRM 2013. I created the initial template, saved it as a Word XML document, uploaded it as a Mail Merge Template, and then downloaded it and created the document without an issue. This was really just for a test to make sure I could get...
  • Forum Post: Add a formula/function to an XML chart

    I export a chart to edit in XML. I would like to calculate Actual vs Todays target (Actual integer/ todays target integer) to obtain the% of achievment as of todays target. I wonder if we can add a formula/function to that file? Is it possible? Thanks
  • Forum Post: Can't re-import xml file

    I exported leads from Dynamics CRM for re-import. I change some data and try to re-import the file. The import starts but no leads are imported. When i check the error Message in the import entity it says that the file is not supported. I tried saving the file as XML data, but excel tells me that there...