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Forum Post: RE: Using Notes to update contact status to active
I've checked everything and made some changes. It's still not working so I'm posting screenshots again. I hope someone can see something I don't. I am completely stymied now. I can't see anything...
View ArticleForum Post: CRM 2011 - Invalid Argument on HTTPS
Hi,I configured Claims based Authentication, and ADFS for internalBefore to continue for external, I test the connection.Since Client, http://internal.domain.com/ work well, sso is ok.But with https, i...
View ArticleForum Post: Linking Tasks to Appointments
A key part of our business process is linking Tasks to Appointments. Unfortunately you do not seem to be able to use Set Regarding to link one activity to another. Does anybody have any suggestions...
View ArticleForum Post: How to check and not select null values after using Fetch.xml
Hi.I'm organizing forms, views and fields in MS CRM 2011 (UR5, Windows Server 2008 R2) for a Marina Company. And have a question about it.To find the related boats' contact information, I used a...
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Blog Post: Process oriented is NOT a creativity Nemesis
Is process holding you back from the Innovation? Find out how you can break free and reinstate creative thinking.
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Forum Post: RE: Change minimum value for 'Amount of Price List Item'
Unfortunately did not solve the issue.As you can see from the Screen capture below:The Minimum Value still only shows 2 Decimal places and is grayed out. I need to change this value to 3 or 4 decimal...
View ArticleForum Post: RE: "error on page" without details?
Hello Andrew,Also please let me know on which entity do you get the error, and also let me know which version of IE are you using.Thank You.Rob Moses
View ArticleForum Post: RE: CRM 2011 Outlook CRM Contact Sync
Hi,Below is the article which can help and explain how to add Outlook contacts to CRM 2011.community.dynamics.com/.../how-to-add-outlook-contacts-to-crm2011.aspxThank You,Aftab Hussain
View ArticleForum Post: RE: Automatically creating account record when Lead is qualify
For my company, we wanted the Opportunity Record, but not the perpetual new Contact. Assuming the user flags the lead with the existing contact record, I created a workflow that runs when the lead is...
View ArticleForum Post: RE: CRM 2011 to CRM Online
Even if your current configuration of CRM is on-premise, you can have it online. It would be the same. You can do it by configuring Claims-based and IFD
View ArticleForum Post: RE: Win8 + IE10 got problem on CRM Entitiy Box ?
Thank you so much for the answers. I will first try the Compatibility mode of IE 10.
View ArticleForum Post: RE: Crm 2011 Merge issue
Hi Phani, You need to check the rights of U2 and U3 related read' and 'write' permission for contact and account set the Business Unit B2 and B3 respectively. Check if any teams access are assigned to...
View ArticleForum Post: RE: Where to hosting custom pages?
Hi,if your installation is a CRM 4.0, you can use the ISV folder to host your custom web pages.If your installation is a CRM 2011, you can't add web pages under the CRM Website, if your pages are...
View ArticleForum Post: RE: How to access on-premise CRM 2011 via MacBook ?
Hi Kenny,I would always recommend to patch an identical test system first. RU12 has major changes and in many cases some update to javascript is needed.If you rely heavily on javascript or have a...
View ArticleForum Post: RE: SQL Server Error when Synchronizing Records - CRM's Outlook...
Hi Satish,I already enabled tracing on the CRM Outlook client and I don't have any details on the error.The user has security roles that enable him to go offline, the only thing is that there is some...
View ArticleForum Post: Opening the resolved Case throwing the error "Unable to get...
We are getting the below error while trying to open a resolved Case –"There was an error with this fields customized event.""Field : window""Event: onload"“Unable to get property 'style' of undefined...
View ArticleForum Post: RE: data migration
The key is to understand:1. The level of pre-cleansing/de-dupe that is required before data is migrated. Will any of the data conflict with the data quality rules in Dynamics CRM (mandatory...
View ArticleForum Post: RE: CRM 2011: Duplicate lookup reference
This error happens when the lookup is returning more than one record that matches the value in the source column. So for instance, if your filed says 'A Large Opportunity' and there are more than one...
View ArticleForum Post: RE: WCF Data Services does not compatible with Microsoft.Xrm.Client
So you seem to have references to the same assembly in two different versions of the .net framework. I suggest you remove both references to System.Data.Services and select only the version from the...
View ArticleForum Post: reporting problems, opportunity view
Hi,First post here. I am trying to create an opportunity view but failing miserably!Currently I have a view which shows each sales guys pipeline, with dynamics looking for:- owner, open, est close date...
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