CRM 2011 Email Router and Exchange 2013
Does anyone know if the CRM 2011 Email Router supports Exchange 2013? We are on CRM 2011 UR18.We are attempting to upgrade our Exchange Servers to 2013, but we are having an issue with an Incoming...
View ArticleScheduling quick campaign by date and time results in the email being sent...
Hi All,I have been playing around with scheduling quick campaigns and having created a template and associated an attachment. I have then attempted to configure the time I would like emails to be...
View ArticleCRM 2013 SP1: Change View for Quick Campaign on Marketinglist Form
Hi,We wan't to Change the Default View for "Quick Campaign" on the Marketing List form.We are not able todo this via the UI. The Option is grayed out.The "Default View" has an internal Filter on...
View ArticleFilter Product Lookup Not Working
Hi,As a result of configuration, Product is a child entity of a Product Group entity that has been created. On the two forms I'm using this on, it is a requirement to only show Products related to the...
View ArticleLocking fields once status changes not working
I have a business rule on a Purchase Order that states:If Status Code = Paid -- (Note: I added a custom value in the Status Code field for Paid)<lock all 20 fields I listed one-by-one because...
View ArticleSending emails to my CRM
I'd like to forward some emails so they get into my CRM system. Even if I then have to go in and assign them to the right lead/contact later.Is this possible please?
View ArticleAlternate Keys on Standard Entities
I am porting a data sync batch to the latest SDK and I really want to use the new alternate keys functionality.However, I noticed that some fields like ordernumber in Sales Order and isocurrencycode in...
View ArticleChange Customer Lookup Behavior
Hi, by default CRM allows a user to select either account or contact when clicking on the customer lookup field.I have been looking for a solution to have the Customer lookup only Accounts. I've added...
View ArticleTablet and jQuery paging and/or popup preview issues
Put together a quick html web resource using jQuery Mobile that I intended on testing out with the preview features of 2015 online for web resource support. Was using a popup widget to confirm...
View ArticleError al ejecutar job nativo de CRM "MSCRM_CONFIG.SiteWideCleanup"
Versión de CRM: 2011 con UR11El job ejecuta el siguiente comando en SQL Server:if exists (select * from sys.database_mirroring where (mirroring_role = 1 or mirroring_role is null) and database_id =...
View ArticleAppointment Emails being sent out automatically
I am hearing from users that appointment emails are being sent out automatically. We do not have a workflow set up to do this. It is my understanding that these notifications only get sent when the...
View ArticleCRM 2013 import organization from 2011 error
When I try to import organization in crm 2013 from 2011 I get this error:ERROR:At the end of the import log I can find an error.14:42:47| Error| Se produjo un error en la actualización de la...
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Webcall always pending
Hi All, I'm working with CRM 13 on premise and there's a problem in Account entity related to a pending web call. Basically, the problem is that when I try to Activate an specific Account, CRM doesn't...
View ArticleUser Issue - Searching and adding notes
We are on CRM2011 RU18 and have recently upgraded users to IE11. I have one user who is having issues in the web client. When she uses the search box, the enter key does not work. She can type in her...
View ArticleCRM 2016 release today - Nov. 30 2015
Hi,I just saw the news from the Convergence conference in Barcelona indicating that Dynamics CRM 2016 (online and on-premise) was released today....
View ArticleNeed to create a field with Invoice total for last 12 months
Hello everyone,I need to create a field that has the total invoices related to accounts for the last 12 months is this possible?The reason I want to create this field is so I can rate the accounts...
View ArticleSome users cannot open attachments
Hello everyone,We have been seeing this issue in the last few days, I was wondering if anyone had any ideas.From what I've been able to find on Google, I should just have to restart the async services,...
View ArticleSub-grid + missing for many to many relationship
We have a many to many relationship between account and contact. Sub-grid for contacts with multiple accounts is on the account form. There is no plus "+" and grid view buttons on sub-grid command bar...
View ArticleCRM2015 On premise - Update 0.2 - Dynamic PivotTable export to excel
We are using Office 2010 and have implemented IFD for CRM. I have the CRM Outlook client installed but I am using the Web Client for this export.When I export using the Dynamic PivotTable option no...
View ArticleUser Saved view on Appointment
I have a custom user saved view that i use on advanced find on Appointment entity. This has conditions for all appointments for the past month.Now, i've been asked to add phone calls to this saved...
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