Dynamics CRM

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

migration
hi, i'm migrating some data from nav to crm. How do ik get <newlines> into the crm database via the import for example , i want to fill the multiline textbox "description" with This is the first line of the description. this is the second line of the description. this is the ....
CRM Outlook Plugin: Problem tracking certain emails
Hi, Anyone else experience troubles tracking certain emails? http://forums.microsoft.com/Dynamics/Sh ... =27&mode=1 Anyone has any clue on how to solve my problem described in the topic here above?
GUID of Account Entity in JAVAScript
Hi , I need to pass the guid's of selected records in GridView of Account entity to an aspx page with out using query string and also not using modal dialog. Is there any method for this? Thanks in advance.
Search in cases
Hello We are considering using CRM as our support and knowledgebase. But the search feature in "Cases" are ridiculous! I do not get any results no matter what I do. Is there any add ons etc. for CRM, we can use, to be able to search in "Cases". I would like to search for content in "Notes" field for an example. Maybe…
Install CRM Server/SQL Server/Exchange Server & Router
Please can anyone help me to clarify if I can Successfully install CRM Server/SQL Server/Exchange Server & Exchange E-mail Router on one system. I have two laptops which I want to use to study CRM. I intend to install all the afore mentioned software on one laptop and install CRM client on the other laptop. I just want to…
CRM Workflow Trigger
I'm new to Dynamics CRM and need to add a trigger to activate email notifications... any info?
Customizing Service Activities Form Duration Listbox - CRM 4
When entering / editing service activity, data entry is facilitated through the use of a listbox that contains preset durations ranging from 1 minute to 3 days. A user asekd for some more values in the listbox. However, the CRM entity customization utility does not allow changes to that field because it is placed in a…
System required fields
Hi all, I have to customize case form and I want to delete some system reqiured fields,but I can't. It is not possible to change status from attributes. Can someone help me. :roll: Thanks:)
Synchronisation of Data from Outlook client to CRM Server
Hi All, I am new to CRM 4.0, I am having small clarification. When ever CRM Synchronises data entered in offline outlook client to CRM Server, Is there any way to add validations during synchronisation. I want to Validate Sales Quotes that entered in Outlook client offline with the CRM Server data when synchronisation…
CRM 4.0 integration with Navison
hello, I am interested in how to integrate CRM 4.0 with Navision.Please if someone know how to do it response me.I know that there is connector for this and is any other way to solve the problem :?: thansk:)
Microsoft Dynamics CMR 4.0. CrmService
Hi everyone, Actually I need to prove if I can access the web services of one CRM sever of other domain, so actually they provide me the credentials to authenticate, I entered to the CRM and they work. So to test it I made that test code in one simple web site in C#: CrmAuthenticationToken token = new…
Anyone cross trained form Nav into MS CRM?
Hi I am a NAV application consultant considering this move :roll: and would be grateful for any input such as: how difficult is it to learn, what are the courses like, how long will it take etc? I am told there is a lot of sql server stuff to learn too but that was always on my wish list anyway. My experience of CRM is…
Error occurs when creating a report
Hi all, When I create new report or run other reports there is arror:An error occurs.Can someone help me:) thanks
Issues with Rollout 3
We had the issues that we could not create a customized entity. After research we found out that this issue has been fixed within rollout 3. http://support.microsoft.com/kb/936204 Unfortunatly we now facing issues installing the rollout. How can I check detailed issue information? Currently I just get the information that…
Dynamics CRM -Technical Information
Does anybody has any idea about the following informatin of the Dynamics CRM 4.0 : a.Process modeling and data flow modeling tool b.Database design and normalization tool ](*,)
CRM for outlook - Go Offline
Dear all Today,i have installad for our sales department the Microsoft Dynamics CRM 4.0 Client exe ( for Outlook). The CRM for Outlook is working fine , there's no problem till now. But when i try to press on the button <Go Offline> i get an error when the process reach the <propagating Customizations>which will be…
Is there any trick for passing the crm exams?
I managed to fail ](*,) for second time in my crm(sales and marketing) examinations although i studied a lot I don't understand what is wrong!!! Is there a trick to pass or what??
CRM Integration with Navision
Hi, I heard that a connector needs to be purchased for integration between MS Dynamics CRM and MS Dynamics NAV. I wish to know whether this connector needs to be purchased if a new customer only wants implementation of the Service Management module for CRM and Navision Financials. Please advise. Thanks in Advance. Regards,…
Error when importing csv file
Hi All, I am getting the following error when importing a .csv file in MS CRM 3.0: "the file name has been cleared as a security precaution" The csv file is pretty standard and on the production server this error does not pop up - only on the development server. I suspect there is a setup but i could not find anything…
MS CRM 4.0 certification
Hello, I want to know about MS CRM 4.0 certification exams.
Service Management in Dynamics CRM
Hi, A prospective client wants to implement a system which caters for customer service. The client deals in sales and repairs of computer equipment and accessories. They want to maintain a follow up on items sent for repairs to their workshop department. They need a customer service system which caters for the above. They…
CRM Traking issues
We have a client who chose the track all emails option. Some of his machines are tracking very slowly or tracking quickly but not chnaging the icon in outlook to show they have been tracked. This is causing issues where the emails are in the wrong order in CRM or the client is unable to clear the inbox as he has lack of…
Error installing Data Connector for Reporting Services
When installing i get this messagge: Unable to validate SQL Server Reporting Services Report Server installation. Please check that it is correctly installed on the local machine.
Integration of MS Dynamics CRM with MS Dynamics NAV
Hi Everyone, There is a proposal from a new customer who wants implementation of MS Dynamics NAV and MS Dynamics CRM. But in the first phase of the implementation they want to start with MS Dynamics CRM. Is this feasible? Please give a brief overview on the integration between these two products? Has anyone ever had such…
MS CRM Windows CAL requirement
Hi, I have 2 MS CRM Servers (Active-Active Cluster), 2 SQL Servers (Active-Active Cluster), 2 Windows Server for AD & DC (Active-Active Cluster). My MS CRM Named user is 100. I think i will require 100 SQL CAL. But for Win 2K3 Server, What is the required no of CAL? Thanks in Advance Soumya
Errore
I have de following errore. Could help me someone? Microsoft Dynamics CRM Error Report Contents <CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion> <ScriptErrorDetails> <Message>Object expected</Message> <Line>1</Line> <URL>/BU/sfa/accts/edit.aspx</URL> <PageURL>/BU/sfa/accts/edit.aspx#</PageURL>…
integrating Axapta with CRM 4.0
Hi , I want to integrate AX 4.0 with CRM 4.0. I have a dll which take parameters from Axapta and creates records in Crm using web referance. But don’t works because of an error “The request failed with HTTP status 401: Unauthorized”. Error occurs in “CreateResponse created = (CreateResponse)service.Execute(create);” Thank…
Alerts in CRM
Hi Folks, Can anyone suggest how to create desktop alerts for Activities in Microsoft CRM 3.0 Thanx, Mukund.
Microsoft Dynamics CRM 4.0 Logical Database Diagrams
Hi all! Here is a series of diagrams showing the logical database structure for Microsoft CRM 4.0. These Microsoft Office Visio diagrams show the logical database structure for Microsoft CRM 4.0. Have fun.
CRM 4.0 for Dummies
Hey guys, i'm looking CRM 4.0 for Dummies or something like that. I wonder if it exists.[/b]

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