Dynamics CRM

This is the place to discuss all Microsoft Dynamics CRM topics (formerly CRM; both functional/technical).

Dynamics NAV/CRM connector - Exception thrown on NAV.
The blank CRM/NAV went together per my previous thread. But now, trying to sync a real database with plenty of data, NAV 2013, with CRM 2013 fails every time. It gets to the point of syncing NAV customer cards to CRM accounts and POOF. It immediately fails. I set a connector filter to only grab ONE account by name, poof.…
I am new to CRM and need help on Installation Error
Hi everyone, I am installing CRM 4.0 on Small Business Server 2003 Premium Edition and towards the end of the installation, the diagnostic wizard is showing me this error: "Index was outside the bounds of the array". I cannot continue with the installation because of this error as the 'Next' button is grayed. I have tried…
CRM 2013 IFD Object reference not set to an instance of Obje
After instaling and configuring IFD on Dynamics CRM 2013, we are unable to access CRM. On ADFS page after insert username and password, adfs page presents an error. After some investigation we've found an error on event viewer of adfs on adfs server. The error is the folowing:…
Dynamics NAV/CRM connector - CRM throws JS error on Submit
Dynamics CRM 2013 (SP1 + rollups 1,2,3) and Dynamics NAV 2013 R2 are connected with the most recent version of the connector. I can get NAV records to sync toward CRM. CRM, however, has problems. Standard procedure for syncing CRM -> NAV is to explicity mark records in CRM with the "Submit" button. This prepares the record…
Map Entry No as primary key
Hi, We're synchronizing data using the connector (version 2013) and de NAV Webservice. We're able to synchronise contact, invoices etc but one table gives us a hard time. The table has "Entry No." as primary Key. The Field "Entry No." is an auto increment field. When synchronising data, we receive an error: You cannot…
Posted Sales Transactions
Good day One of our sales ladies incorrectly posted items under her name. the customer is not her customer , in NAV it is linked to another salesperson. Now when viewing the pivot report for that customer it displays the incorrect salesperson. How can this be rectified so that the pivot report can show the correct…
Print data to excel tempalte from CRM 2013
I wrote js to export data to excel template from Dynamics CRM using COM object. http://smotri.com/video/view/?id=v27718231ef9
Computer which is installed NAV 2013 R2 Client restars
On two computers where is installed NAV 2013 R2 Client, are restarting often while users work on NAV 2013 R2. What cold be the problem here. The both computers have (32 bit Win 7 prof OS), but in NAV Spec, for client says it can be used 32 bit Win7 Prof. Does any one have experience with this problem or have any idea how…
Outlook Client crashes on every customisation publish
Hello All, I have an issue where when i release my customisations to the dev environment (crm 2011, ru 15, client is ru15 too) that it then makes the outlook client crash. To fix Outlook i then have to remove the crm data file. Has anyone else had this behaviour? I'm sysadmin so permissions are hopefully not an issue. It…
Problems related to tracking email from Outlook 2013 to CRM
We have some problems related to tracking email from Outlook 2013 to CRM 2011. We have installed the rollup 15 for CRM client for Outlook. Manual tracking: 1) Customer A sends an email to user X 2) User X tracks email on CRM creating a new case 3) The email from customer A to user X is tracked automatically on CRM 4) User…
Agriculture Project
Hi, How to integrate Agriculture project in Ms-CRm 2011. This a vertical project. Can any one guide me on this. First Project in Ms-CRm. Thanks
Integrate SEED Indusry with Ms-CRM
Hi, Planning to intergated the Seed Processing Industry in Ms-CRm, As this is the frst project in Ms-CRM..Please let me know how to start with.. Thanks Priya
how would I get equivalent code in Nav 2013?
try { //Specify the binding to be used for the client. WSHttpBinding binding = new WSHttpBinding(); binding.Security.Mode = SecurityMode.None; //Specify the address to be used for the client. EndpointAddress address = new EndpointAddress(wsaddcamb.Text); ServiceReference2.IeLinkClient ic = new…
CRM NAV Integration
Hi, I integrated CRM and NAV using Dynamics Connector. I have mapped the Order Date to Effective from Date and Effective To date to Document Date. While choosing the Effective from and Effective to date in CRM i.e., for example if i give 08/08/2012 (mm/dd/yyyy) it comes as 08/07/2013 in NAV. Suggest us that where we might…
Customizing Quote Entity to include additional charges
Hello, I need help in customizing the quote entity to include additional charges (in addition to the freight charges). The client is a manufacturing company who has products as well as certain additional charges such as setup cost, additional component cost etc which they do not want to include in their product catalog.…
How to integrate CRM contact data to HTML page web resource?
Can i integrate CRM contact data to HTML page web resource? i got following link. http://dynamicscrminfo.blogspot.in/2013 ... based.html but there what is utils/FetchUtil.js file.where can i get?
Multiple choice lookup
Dear All Master i am a newbie in Microsoft CRM. i have a problem to custom lookup with multiple choice. i want to have 2 choice entity in my lookup (contact and Account). i had try a artikel from google http://sureshmscrm2011.blogspot.com/201 ... k-for.html but i gettting error when load form. please help me.. :( Regards…
Update Subgrid dynamically when text change in textbox
Hello, I have to update my subgrid dynamically when text change in the textbox immediately. for this iam using onkeypress event also. I follow the below link as a reference.but i cannot get update my subgrid. http://dynamicscrminfo.blogspot.in/2013 ... n-crm.html Please help me. Thank you
Copy email description to case.Is it possible?
I searched lot for this scenario.but i finally got this link.Is it right or possible? http://dynamicscrminfo.blogspot.in/2013 ... -case.html
Connector for CRM & NAV Contacts/Accounts Links
Hello, Currently we are integrating CRM 2011 with NAV 2009 R2 using dynamics connector last version (released feb this year) Everything works find with the integration, however (maybe because I am more NAV developer) I am facing some concept questions coming to me, relating Customers/Accounts & Contacts and how to link…
Microsoft Dynamics CRM Reporting Extensions Setup
Trying to setup MS CRM 2011 and getting the following error when trying to setup reporting extension - "The SQL Server Reporting Services account is not a local user and is not supported." To see the error message see the attached file. I am not quite sure what user i need to add at what part of the Active Directory?…
NAV 2009 and CRM 2011 connector on AzureHi
Hi I want to connect 4 NAV 2009 R2 databases (different localizations) running on different services with CRM 2011, on AZURE What is the best way to do it? Is better to have only 1 CRM database and connect it with the the 5 NAV 2009 databases or install 4 different CRM databases and connect them with the appropiate NAV…
Connector for Microsoft Dynamics NAV error
Hi All, I get the following error even though 'Enable Connector' is checked in NAV Marketing Setup. Has anyone else had this issue? I've tried everything, and test connections succeeded with both NAV and CRM prior to initializing the CRM map. ](*,) Thanks very much for any assistance and have a great day! "Unhandled thread…
Consuming CRM 2011 Webservices, any good guide?
Hi everyone, I'm trying to develop (in .NET) a connector middleware between CRM 2011 and another software our customer uses, but I cannot find any clear guide on how to use CRM 2011 webservices. Any pointers? Thanks in advance
NAV Autoincrement property not working in Connector
Does the Connector support using a table with a primary key of Entry No. which has autoincrement = true. We are getting the following error: [Contact to NAV CRM Contact] has encountered an error while processing key Nate Boyd, 1335117f-d58c-e211-9301-00155d015a02. You cannot change the value of an AutoIncrement field.…
Stack Publishing Status at Detection Duplicate Rules
Dear All Master I have a problem when i publish my new detection duplicate rules.. it is stack in publishing status. Anyone have experience in same problem? and how to solve it? Regards, Herman
Need Connector for NAV 2009 SP1 to CRM 2011
I require Connector for NAV 2009 SP1 to CRM 2011. I think it's Connector for MS dynamics V1. Can anyone tell me from where i can download it?
Automated testing tool for Microsoft dynamics CRM 2011
I was searching some automation tool to test CRM application. I got visual studio 'Coded UI' tool to record all the test scenarios but it is not working fine. Please help if anyone has any idea about any other tool to test CRM application automatically. ](*,)
NAV-CRM Connector - Error generated for Country/Region code
Hi, i have posted a query https://community.dynamics.com/product/nav/f/34/p/85861/162893.aspx in community forum. Any idea how to resolve it? Thanks, Hemant
Issue with set regarding in outlook
Hi, We have problem with set regarding in outlook. We use 'set regarding' to track emails with the respective person to whom email has been sent but many times, the 'set regarding' is automatically changed when that person replies and shows the name of a wrong person (contact/ lead) in the set regarding field.

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