Dynamics CRM Discussions

Posted on Sep 7, 2010
Hi, after installing RU12 on our clients (with outlook 2010) the "More" tab in the CRM ribbon is empty, meaning one cannot sync or go offline anymore. This worked fine in RU11, but is broken in RU12. Did we miss something that still needs to be actived or so? Thanks! Koen
Posted on Sep 7, 2010
Hi I have installed French Language pack with English as base language for CRM. My application is on update rollup 10. I am using CRM through Outlook I can see everything in French. but whenever I click on calendar, SetRegarding button on Outlook CRM ribbon turns to english. Rest everything...
Posted on Sep 7, 2010
Hi All, I do not want the "Ok" & "Cancel" button in the alert message. My user wants "Yes" & "No" buttons in the message box. That is the reason,i'm using the vbscript instead of javascript.? How to remove VBScript on title bar in alertbox. Please can you give me the suggessions on above...
Posted on Sep 7, 2010
Hi friends, I want to send emails via CRM without using Outlook or a router such that the user does not have to pass his credentials. Using outlook it is possible but I don't know how to implement it without using Outlook. YS, Sebastian
Posted on Sep 6, 2010
Hi In our corporate environment we have installed the CRM Outlook client for MS CRM 4.0 and we are finding half the users are receiving an random authentication prompt. The prompt is titled 'Connect to ..server_name..' with the message 'Connecting to ..server_name..'. Similar to the...
Posted on Sep 6, 2010
Hi, I have been getting random results with e-mail tracking where sometimes the 2 heads will appear, then other times it is just the Outlook Envelope icon... I have looked at this blog http://social.microsoft.com/Forums/en-US/crm/thread/445a47e9-bb0a-4e21-9fed-004415dead92 and had no...
Posted on Sep 6, 2010
Hi, I am having an issue with CRM 4.0 whereby I am within a case record, and I need to create an email from within the case. This is easily done. However when the email record opens, the TO field displays the contacts name, and additionally the word "Customer" appended to the end of the contact...
Posted on Sep 6, 2010
Hello everybody, we have an authentication problem on the Rreport Server, i'm going to explain CRM and Report server are both joined to DOMAIN.LOCAL , and users are authenticating on this domain. On the IIS virtual directories both Integrated and basic configuration were checked. Users were...
Posted on Sep 6, 2010
I need to restore the owners of 926 accounts from an old backup stored in another organization How i can do it pleaaaaaaaaaase ??? noting the following:This can't be done using the data import wizard, owner column is not valid for create/update. thx
Posted on Sep 6, 2010
Say I have a group in dynamics CRM for Project Managers. Users from this group can't see financial data in the platform (for example: the opportunities entity which holds data such as value of opportunities, quotes, invoices, etc). However I want to create a report to allow Project...
Posted on Sep 6, 2010
I want to mail merge a letter to my opportunities. I have created an Opportunities View which gives me the correct list of relevant opportunities. I have created the letter I want and saved it via WORD as an XML doc. I have gone to Settings, Mail Merge Templates and created...
Posted on Sep 6, 2010
Hi, I'm trying to add contacts - by using the use advanced find to add members - to a marketing list but the system returns a error: "There is a problem communicating with the Microsoft Dynamics CRM server ....." Some investigations revealed that the following message was generated on the CRM...
Posted on Sep 6, 2010
Hi, I need to create a custom form that displays a list of Accounts, and for each of these Accounts, I need to display the date of the latest Appointment with any Contact of the Account, and the date of the latest Letter/Email distributed through a Campaign Activity of any Contact in the...
Posted on Sep 6, 2010
I'm using Microsoft Dynamics CRM Data Migration Manager to update my records Everything is going alright but during the uploading phase the following error occur An error has ocurred. Restart the Data Migration Manager. any suggestions ??
Posted on Sep 6, 2010
My client is using the organizator field to point to the user that will fullfill a training appointment. I want to put organizer in the Open Activity Associated View but it only shows me the activity attributes. Is their a way I can achieve this without the use of a workflow?
Posted on Sep 5, 2010
HI All, I have a Sales Funnel report wich shows opportunities by stages, owner etc..  but I need the report to show the sales stages in this report exactly as I described in the sales process, I mean the stage sorting in report is different... How can I customize...
Posted on Sep 5, 2010
Hi, I'm getting an error when clicking on any of the group buttons on the main CRM page. The error states there is an error on line 190 of homepage.aspx. Using the debugger line 190 falls at the end of this script: <script language="JavaScript"> function...
Posted on Sep 5, 2010
Hi, is there a way to make all of the CRM windows you open to open Maximised?Cheers and regards Rossco
Posted on Sep 5, 2010
Hi all, I have only just been exposed to CRM so please accept my apologies if this question seems ridiculous - I am at the bottom of a learning curve but want to learn, and you guys seem the best people to learn from :-) Take a customer magazine subscription model in CRM. ...
Posted on Sep 5, 2010
How to use the data migration manager to update the owner of a record ??
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