Forum Post: RE: Workflow New Opportunity Task
Hi,It could be that you have two topic fields - since the out of the box one is not an option set dropdown, it is a text field. I suggest you re-check the create task workflow step and check you have...
View ArticleForum Post: RE: Idiots Guide needed for setting a default Price List and Unit
Thanks Guido, You're a star, all working,Many thanksNick
View ArticleForum Post: RE: CRM Notes Modified DateTime issue!
Hi,This is because the note is showing the modified on date rather than the created on date - when you re-assign the quote, there is a parental relationship to the note entity so that the note is also...
View ArticleForum Post: Exception when upgrading organization from crm 4 to 2011- invalid...
In development and QA environments we've upgraded dozens of organizations from dynamics v.4 to v. 2011 without a hitch.Naturally, when we try to upgrade our first prod organization, we run into a...
View ArticleForum Post: RE: CRM 2011: Stop Appointment Creation/Updation from plugin
Yeah Gus. Thats a work around. But before getting into that design, I want to get confirmed whether this is a CRM behaviour and there is no way to stop it from a plugin or I am missing something. :)
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Blog Post: Dynamics CRM Case Study: Risk Management on Opportunities
The Challenge:An industrial consulting corporation required a process which determines how it will pursue new opportunities from its CRM and conduct risk management. Dynamics CRM alone did not provide...
View ArticleForum Post: Change of relationship behavior is not applied at solution update
Dear community,assume a solution at a development system with two custom entities and a 1:N relationship between them. The initial behavior type of the relationship is "Referential".The solution is...
View ArticleForum Post: CRM Online comboboxes do not allow immediate selection
If I single left click a combobox then it opens its list but does not allow selection of an item. I must close the combobox and reopen it before selecting an item.This problem occurs in Internet...
View ArticleForum Post: RE: Menu Field missing from contacts
This problem are still unsolved.Where can I locate _forms/FormScript.js.aspx? so I can physically edit the code that throws the error. I'm no coder, but when I see an error like this I tend to locate...
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Blog Post: Close custom activity entity
Are you looking to close your custom entity using SDK, then this post is for you. We can close ms crm custom activity type entity like other entities using SetStateRequest message. You can use below...
View ArticleForum Post: RE: Tracked Email When Sender Is Both a User and a Contact
I don't think so ,this is not practicable. your crm email router cannot send emails as your customer's email accounts.assume that there is a way you can set a contact as sender but then how do you...
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Forum Post: RE: Installing CRM 2011 on Windows Server 2012
Hi,I have a problem during connecting CRM 2011 on premises to Outlook 2013 on Windows 8.Windows Identity Foundation is added in features.04:16:54| Error| Error connecting to URL:...
View ArticleForum Post: RE: user cannot assign activity
What are the security roles that Marketing professional ? go to settings - administration - users and open the user record, then click on left side Security roles link you can see the roles for that...
View ArticleForum Post: RE: Script error rollup 13
Hi Stefan,I wrote a post with the solution here:CRM Answers - How to bind a function to the Sub-Grid refresh eventHope it helps
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Forum Post: RE: Windows 8.1 and CRM for Outlook
Same issue... here's the log. 09:16:42| Error| Error connecting to URL: n3llc.crm.dynamics.com/.../Discovery.svc Exception: Microsoft.Crm.CrmException: Logon failed because credentials are invalid...
View ArticleForum Post: RE: Hidden Tabs and Required Fields Upon Made Visible
Once the opportunity sales step has been changed to 'Qualified' and saved (step 3), we would like for the hidden tab (requiring much more detailed information) to expand and expose those fields- some...
View ArticleForum Post: RE: Active Accounts View in CRM
you can open the view in customizations and check the filter criteria , If you haven't filter the status equal active your view shows all accounts. Hope you know how to do customizations on views.
View ArticleForum Post: RE: Activating the Microsoft Provided CRM 2011 Hyper-V Image
It turns out the VM image is not able to be activated.To qualify this - I didn't actually try to activate it; I spoke with one of our partner reps and this is what they told me.
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