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The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) General Topics. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.
Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.
Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
Let us hear from you.
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Sticky17Votes
Forum Participation
Forum participation by Moderators, Community Contributors, Technical Experts and others from the community is a key element for having a forum that provides the level of value and expert ...15 Replies | 14543 Views | Created by Donna Edwards - Wednesday, November 02, 2011 8:24 PM | Last reply Prakash Omer - Tuesday, May 14, 2013 8:31 AM -
Sticky21Votes
Help Us Help You!
What if you could get answers faster and get answers that are more complete the first time you asked them. Here is a suggestion on how you can ask questions that generate that kind of ...15 Replies | 26442 Views | Created by Jim Glass Jr - Tuesday, October 26, 2010 6:05 PM | Last reply Joseph_Simpson - Sunday, February 24, 2013 6:23 PM
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Unanswered0Votes
CRM 2011 Broken after Rollup 14
Activities, then a list of activities is show but as soon as I attempt to open one of them or click on the new "Email" button for example a generic error message is shown - An error has ...1 Replies | 59 Views | Created by StefanPienaar - 2 hours 3 minutes ago | Last reply roscoNZ - 30 minutes ago -
Proposed0Votes
create a contact in a subgrid within an account form crm 2011
When I create a contact in a subgrid within an account form crm 2011 how do I get the information I filled in a custom field shippingaddress to auto fill within the contact ...1 Replies | 61 Views | Created by cdmjlee - 3 hours 53 minutes ago | Last reply roscoNZ - 3 hours 10 minutes ago -
Proposed0Votes
MSCRMWebService Error
We are getting below error in Event viewer and emails are not being sent. Looking for solution urgently. The Web Service plug-in failed in OrganizationId: ...12 Replies | 178 Views | Created by Ahsan Naseer - Wednesday, July 17, 2013 8:20 AM | Last reply roscoNZ - 5 hours 4 minutes ago -
Discussion1Votes
Do not use getIsDirty() on Dynamics CRM 2011
getIsDirty() doesn't work on textarea fields somehow. It means that it doesn't return true despite the changed value of the textarea ...5 Replies | 1067 Views | Created by dora_san - Thursday, December 20, 2012 1:51 AM | Last reply Paul Nieuwelaar - 6 hours 4 minutes ago -
Unanswered0Votes
When creatign recurring activities, it throws an error - 'Record is unavailable'
Hi, When creating recurring activities, no matter which security role even Administrator user, it throws the following error: 'Record Is Unavailable. The ...1 Replies | 839 Views | Created by Lisa Melody - Thursday, August 23, 2012 7:27 AM | Last reply Dave Ireland - 7 hours 57 minutes ago -
Answered0Votes
CRM 2011 - how to retrieve Global Option Set data in Javascript
Hi there, I have an html web resource and in that web recource there are bunch of Javascript files. I need to retrieve the values (and ids) of a Global Option Set of a CRM ...3 Replies | 183 Views | Created by Homayoun Niazi - Monday, July 08, 2013 6:56 PM | Last reply Homayoun Niazi - 9 hours 49 minutes ago -
Answered2Votes
Not understanding Custom Rollup Field in Goal Metric
There are 3 kinds of rollup fields in Goal Metric, it seems easy and reasonably understandable but it seems that it’s not as easy as it seems to be! So ...4 Replies | 114 Views | Created by Hamed Eshraghi - Sunday, July 21, 2013 3:07 AM | Last reply Neil Benson - 10 hours 24 minutes ago -
Proposed1Votes
set Time in Goal?
I’m trying to create a Goal with a specific time period. It’s like From 2012/02/01@17:00 to 2012/02/05@8:00 I’ve change the From (goalstartdate) and TO ...3 Replies | 96 Views | Created by Hamed Eshraghi - Sunday, July 21, 2013 9:37 AM | Last reply Payman Biukaghazadeh - 10 hours 53 minutes ago -
Unanswered0Votes
Training vedioes/Materials for Certification Course 80295A (Extending MIcrosoft Dynamics CRM 2011)
Training vedioes/Materials for Certification Course 80295A (Extending MIcrosoft Dynamics CRM 2011)1 Replies | 90 Views | Created by sekhar veesam - 17 hours 17 minutes ago | Last reply Darrel Dcosta - 12 hours 5 minutes ago -
Answered0Votes
CRM 2011, SharePoint 2010 and Document Libraries [Security Permissions]
Hi Folks, I'm looking for advice please on the following situation: We have, for example, 3 business units that each store seperate records and cannot view each ...6 Replies | 3286 Views | Created by Mike Hartley - Monday, October 31, 2011 1:44 PM | Last reply Gouri Patil - 12 hours 41 minutes ago -
Unanswered1Votes
Cannot find the data imported to use or manage
I imported a spreadsheet successfully but cannot find the data or view it in a format similar to Excel - Can anybody help me please?3 Replies | 119 Views | Created by Rick Mullett - Friday, July 19, 2013 8:56 PM | Last reply Rick Mullett - 13 hours 19 minutes ago -
Unanswered0Votes
Duplicate detection during record create problen
Hi 2 rules defined. for "Lead" : Email and last name together can not be duplicated for "Contact" : Email cannot be ...8 Replies | 110 Views | Created by lironla - Sunday, July 21, 2013 11:45 AM | Last reply lironla - 13 hours 51 minutes ago -
Unanswered0Votes
Incorrect timestamp on MSCRM 2011 User Summary Report (OOB)
We are currently facing a strange problem in our OOB User Summary Report in MSCRM 2011. It is showing the incorrect timestamp at the bottom of the report. It is always showing the time as -8 hours ...2 Replies | 75 Views | Created by m1ch3ll3 - 17 hours 51 minutes ago | Last reply Paul Nieuwelaar - 15 hours 31 minutes ago -
Unanswered0Votes
How to import a contact with a relationship to another contact?
I'm importing data from another system to Dynamics CRM. My source data is a table of people, some of whom have a one way relationship to another person. This is ...2 Replies | 163 Views | Created by cja_intgrtch - Wednesday, June 26, 2013 11:02 AM | Last reply cja_intgrtch - 15 hours 48 minutes ago -
Proposed1Votes
Attachment button in Notes section
It is possible to remove the "attachment button" in Notes section for 2011 CRM?1 Replies | 68 Views | Created by margaret sales - 18 hours 5 minutes ago | Last reply Darrel Dcosta - 16 hours 13 minutes ago -
Unanswered0Votes
MS CRM for Outlook Email Tracking
Greetings, I have problem with Email tracking option inside MS CRM for Outlook client. I have applied latest rollup 14 for MS Dynamics CRM 2011 Server(on Premise), Outlook Clients and Reporting ...6 Replies | 159 Views | Created by fkurtalj - Thursday, July 18, 2013 11:02 AM | Last reply fkurtalj - 17 hours 58 minutes ago -
Proposed0Votes
CRM 2011 Outlook client
Hi, Microsoft Dynamics CRM for Outlook enables access to MS CRM data through Outlook. I wanted to know what is happening behind the scenes. How synchronization is happening between ...3 Replies | 125 Views | Created by Ravitheja J - Tuesday, July 16, 2013 7:25 AM | Last reply Minal Dahiya - 22 hours 48 minutes ago -
Proposed0Votes
Machine is frozen, Error message like 'Mscrm is undefined' or 'Out of Memory'.)
My client has the same issues with IE7 (Machine is frozen, Error message like 'Mscrm is undefined' or 'Out of Memory'.) It happens very randomly. Rollup 6 was installed but it does not ...13 Replies | 3037 Views | Created by Phu Le - Friday, March 02, 2012 3:55 AM | Last reply m1ch3ll3 - 23 hours 49 minutes ago -
Answered0Votes
Prevent Certain Users to Mark Complete or Close the Task in Dynamics CRM 2011
Hello Everyone, I have a requirement where i have to Check the OwnerId before the Owner of the task can mark the task complete. On click of ...5 Replies | 104 Views | Created by Puneet Joshi - Thursday, July 18, 2013 8:28 PM | Last reply Puneet Joshi - Sunday, July 21, 2013 11:13 PM -
Proposed0Votes
CRM 2011 = How to trigger VolumeDiscountAmount to update when another field is changed
Is there any way to trigger the Volume Discount Amount field to update itself when another field is updated? For example I have Quantity and ProductId set. The Product ...1 Replies | 90 Views | Created by Dominic Saunders - Sunday, July 21, 2013 8:11 AM | Last reply Payman Biukaghazadeh - Sunday, July 21, 2013 1:55 PM - Items 1 to 20 of 28804 Next ›