Questions tagged [dynamics-crm]
Use this tag for questions related to Microsoft Dynamics CRM, which is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.
42
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How can I find out which user placed an item into a queue in Dynamics 365?
I checked audit history and was unable to find any relevant information regarding when/who placed the item into the queue.
[Dynamics 365 CRM // Email Container]
[EDIT] I found out you can obtain this ...
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1
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57
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Show MS Dynamics 2016 (On Premise) Contacts List within SharePoint (On Premise)
We use SharePoint for our Customer Projects. We also use MS CRM 2016. So it would be helpful to store all contacts and accounts info within MS CRM but also show this on the SharePoint project pages. ...
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4k
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Dynamics 365 Developer Toolkit for VS 2019
I am new to Dynamics 365 and have just started learning it.
I am looking for a developer toolkit for Dynamics 365 which is supported for VS 2019.
The below MS toolkit supports VS 2015 and not the ...
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2
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498
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Cannot configure organization for Microsoft Dynamics 365 for Outlook. Try to configure the organization again
I'm getting the following error when configuring CRM for Outlook:
Cannot configure organization for Microsoft Dynamics 365 for Outlook. Try to configure the organization again
Below is the log ...
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1
answer
72
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IE 9 asks two times what I want to do with the file
When I want to open a docx. file from dynamics 365 I get the message "what do you want to do with the file?" Immediately after I press "save as", there opens a second pop-up with the same question "...
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424
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CRM export to excel failed - no log file
I tried export Advanced find query to excel - and it failed with no log file details.
The number of records: 200000
I checked the below things:
1. No duplicate column with same name on View
2. I ...
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1
answer
431
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Dynamics CRM vs SQL 2017 vs Server 2016
We have a Windows Server 2016 installation which hosted CRM 2016 v8.0 and SQL 2012, a few months ago I upgraded SQL 2012 to SQL 2017 and CRM 2016 v8.2 without realizing the fact that the Dynamics ...
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2
answers
1k
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Dynamics CRM - Export User Access Audit [closed]
I've enabled User Access auditing in my CRM organization and can see user access logs in the Audit Summary View. The problem is that I need to filter and export these to Excel to manipulate as I need ...
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2k
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'The report server was unable to validate the integrity of encrypted data in the database. (rsCannotValidateEncryptedData)'
In MSCRM Server When I want to create a new OU in Deployment CRM , get below Error:
"Setup Failed to validate ..."
and when I opened report server url ,got this Error:
'The report server was unable to ...
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1
answer
109
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How to link Outlook scheduling assistant with Dynamics 365?
There is a way to create an appointment in Dynamics CRM via activities, this opens up a form for the data. After creating this appointment, it shows up in outlook, which is nice, but I would like to ...
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438
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Re-importing blank (NULL) fields doesn't seem to work Dynamics CRM 2016 (on-premise)
I have a bunch of dates I need to blank out for certain records. I did an Advanced Find to get the records. Exported them, blanked out the date fields and reimported. The only change made was to blank ...
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41
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Browser based software solutions in offline mode
Scenario:
Internet connectivity has been lost due to a fault in the line or technical issues which the ISP is experiencing.
And/Or
The servers hosting the software browser based solutions have ...
- 1,710
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0
answers
125
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Presenting a user hierarchy in CRM Dashboard
I've been attempting to show the tile version of user hierarchy that Microsoft Dynamics CRM 2015 provides to the system admins.
At first I just presented a web resource of the users personal wall ...
- 97
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1
answer
66
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Add Ready-To-Use Business Process link and Add Product button not exist, why?
In order to use some out of the box Business Processes in Dynamics CRM 2015(On Premise), i have to go to:
Settings > Data Management
And click on Add Ready-To-Use Business Process link, but this link ...
- 113
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0
answers
539
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Error: “The network name cannot be found” during In-place upgrade from CRM 2015 to CRM 2016
During the "In-place upgrade" procedure from CRM 2015 to CRM 2016 (on premise) the following error message popped up:
Error| System.Exception: Action Microsoft.Crm.Tools.Admin....
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1
answer
678
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IE 11 flickering in process flow CRM online 2015 +
I currently use CRM online 2015 and get the option set "flickering" when I try to change the value only on IE 11.
If I activate the "legacy mode" the flickering is not there.
I try some post to ...
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votes
1
answer
79
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Microsoft Dynamics CRM 2015
How do I create a task view to see what tasks are overdue by user - how do I get this emailed directly to my boss to look at
Is it possible to set up a task view for leads that have not been ...
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1
answer
1k
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How to handle null values when importing to CRM Online?
I have an Excel file of accounts which is imported from a previous CRM version (2011), and I would like to import it to CRM Online. Some columns that hold integer values might also contain “null” in ...
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1
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1k
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How to add a new entity to the "regarding" section of the CRM App for Outlook?
This msdn article states that following feature for CRM App for Outlook:
Create CRM contact or lead records for people on the From list that
aren’t already included in the CRM database. You can ...
- 213
2
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0
answers
257
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What's the better integration strategy for Dynamics CRM [closed]
I'll try to be as specific as possible with what I need
Background : I am a software developer and I try to do all sorts of things as much as I can. I have recently gone "Mission Impossible" and ...
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2
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1k
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MS Dynamics CRM 2015 assigning tasks to non CRM users
Is it possible to assign a Dynamics CRM task from outlook to someone who does not have a CRM license and keep track of the progress on CRM online.
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188
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CRM 2011 outlook client crashing on replying emails
We have configured CRM 2011 plugin for outlook(CRM RU8, Outlook 2010). Its working fine for all the users except one. From one user machine, able to send a new mail but whenever we try to reply to ...
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621
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Can I assign a task in MS CRM to someone who does not have Outlook synched with CRM
I'm wondering if it is possible for us to assign a task in MS CRM to another employee who has a CRM User id but does not have the CRM/Outlook Synch plug in installed? We have MS CRM 2011 and MS ...
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1
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2k
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MS Dynamics CRM 2013 Email to Case drop to same case
I am using MS Dynamics CRM 2013 SP1,
I used the "Automatic Case Creation Rules" to manage automatic case creation for emails
The steps are more or less like this
After the setup, I tried to send ...
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0
answers
631
views
Outlook 2010 starts flashing
I'm running Outlook 2010 with Microsoft Dynamics CRM 2011, and it runs fine for a bit, but then the whole window will just start quickly flashing as if I'm quickly clicking on and off of the window. ...
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2
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1
answer
492
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Microsoft CRM 2011 change url for different organizations
I have Microsoft Dynamics CRM 2011 with minimal servers (two servers: CRM and SQL). And I create two organizations (org1 and org2). Now I can access to organizations:
http://servername/org1
http://...
- 21
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votes
1
answer
114
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Outlook CRM plugin not syncing cases properly
We have CRM 2011 on premise.
One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from ...
- 183
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0
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138
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MS CRM 2011 (online) Outlook client, Unable to persist "maximum number of lines in compact mode"
Accessing CRM via Outlook, we have the following scenario:
We are looking at opportunity entities
We are looking at a personal view of opportunities
We have the reading pane set to show on the right
...
user2263975
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1
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387
views
How to resize a text field in order to remove scrolling on an onload event?
I deal with dynamics CRM 2011 online and I faced some troubles with printing documents there.
Could I resize/expand a text field in order to make a text visible for user without any scrolling?
Has ...
- 147
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385
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jS how to resize a text field? dynamics CRM 2011 [duplicate]
I'm wondering about how to resize a text feild automatically in crm 2011. Is it possible there?
For example, I've got a simple text field that has 3 lines by default.
And I'm looking for a method, ...
- 147
2
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2
answers
241
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How to deal with drop-down tabs dynamics crm 2011
In CRM 2011 I've a tab (drop-down), which has an Iframe or whatever.
Could i make it open by default if there is something inside and close by default if there isn't any data inside of this tab?.
Or,...
- 147
2
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1
answer
1k
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configure outgoing settings in email router (dynamics CRM 2011)
I'm trying to configure email router in dynamics CRM 2011
so, Could anyone explain me how to turn an outgoing profile there as well, please? ;)
I wonder with the follow setting:
Accsess credentials
...
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1
answer
1k
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Is there a way to unsync contacts from Outlook that came from a particular source, specificly Dynamics CRM?
So I installed the Dynamics CRM Client for Outlook and wired up a client's CRM to do some work for them. Unbeknownst to me, Microsoft decided to auto-opt-in the Contact sync to the Outlook Address ...
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358
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How do I setup CRM 2011 to move a Lead into an Opportunity?
Not much more info I can give. I'm new to CRM. I want to setup things so a Lead automatically gets turned into an Opportunity and then gets removed from the Lead when a specific field is set to a ...
- 163
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vote
2
answers
913
views
Assigning MS CRM task to someone else from Outlook?
What is the correct way to assign a MS 2011 CRM task to someone else in the company?
Trying to do it from Outlook add-on just pop-ups the regular Outlook tasks window, which, if assigned to someone, ...
- 397
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2
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1k
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Dynamics CRM 2011 - Outlook vs Browser client
MS Dynamics CRM 2011 can be accessed via browser or via the outlook client.
Are there any differences in functionality between the two? e.g. are there features that only occur in the Outlook client, ...
- 1,180
2
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1
answer
316
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Dynamics CRM: making "Regarding" field clickable in Outlook if its name is blank
In Dynamics CRM, the "Regarding" field is not displayed in Outlook 2010, if primary field is empty. (Primary field is a field whose value is displayed in lookups.)
Say we have a lead where First Name ...
- 1,222
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401
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Why isn't CRM logging in under my logged in credentials?
Good morning. For some reason, I am not being logged into our on-premise CRM application with my credentials, rather, I am being logged in as a separate, admin user. I have checked the site's ...
- 220
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2
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327
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How to send e-mail to customers using quick campaing?
I have a question/problem. I want sent email to my clients using quick campaing. But in those emails I want to put some information for only this customer.
For example:
First customer - A - have a ...
- 131
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1
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302
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Export CRM 4.0 workflows to csv or txt
Is anyone aware of a method to export the steps of a CRM 4.0 workflow to a csv file or text document? I need to document a lot of workflows, and I'd rather not do it all by hand!
- 130
2
votes
1
answer
2k
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Why am I receiving an error when trying to export a Workflow list to Excel in CRM?
We recently installed Rollup 15 and post update, I receive an error message when I try and export any listing of Workflows to Excel. In IE, I receive the generic 'An error has occured...' message but ...
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139
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Microsoft CRM 3.0 User Doesn't Have Option to Print Contact Info
I've been tasked with giving people access to a MS CRM 3.0 install. I start out with the minimal "Read Only" role by default. However, a user just called to notify me that when opening a contact, ...
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