Microsoft Dynamics CRM by default will allow an export from CRM to Microsoft Excel of up to 10,000 records. If you are trying to export more than 10,000 records, CRM will allow the export, however there is no warning that only 10,000 of your 10,000+ records just exported. The solution for this is to increase the size of your export by changing a database value. To do this, perform the following steps (applies to CRM 4.0, 2011, 2013, 2015): 1. Open SQL Management Studio 2. Use the _MSCRM database 3. Open the OrganizationBase table 4. Locate the column - MaxRecordsForExportToExcel 5. Change the value to the new value For a link to Microsoft's KB Article supporting this, please visit http://support.microsoft.com/en-us/kb/911395
If you have customized the Group Names (i.e. 'Common', 'Sales', 'Service', 'Marketing', 'processes') located in the form navigation pane of Microsoft Dynamics CRM, you need to assign the appropriate permissions to users so they can actually see these changes. The privilege inside of the security role that needs to be turned on is called 'ISV Extensions' on the Customization tab. This privilege is already given by default to management roles. If a user does not have this privilege they will not be able to see any changes to the headers-- rather it will look like no change has been made at all.
Recently when I was creating an SSRS report and was having a difficult time inserting a watermark. Unlike Microsoft Word, there is no button called "watermark" where one can be easily inserted. I could also not find a way to have a text box with an adjusted transparency. Instead I came upon a very helpful blog that describes how to add a watermark into your report using a custom image. It's as easy as opening Microsoft Word and either creating your own text or using the Watermark button, saving as a .png file, then adding the image into your report. Please refer to the following link for the article. http://www.heysup.net/ssrs-tutorials/ssrs-how-to-watermark-your-report-w...
If you are familiar with Dynamics CRM 2013, than you are aware of the great new auto-save feature that was introduced with this release. By default, Dynamics CRM 2013 will auto-save the form you are working on every 30 seconds unless you increase the time-lapse period or disable the feature. If you disable the auto-save feature while on Update Rollup 1, you may have noticed that the form still saves anyway. This is a bug that is corrected with the release of Update Rollup 2. Copy and paste the following URL into your browser to view Microsoft's Knowledge Base article for UR2. http://support.microsoft.com/kb/2919956
We found an issue in Microsoft Dynamics CRM update rollups 15 and 16 when trying to apply filters to views. When adding any filters for "Related" records to a view and then saving the view and closing, the filter will not save. If you re-open the view to check for the filter you just added it will not even be there as if you never added in the first place. It has been confirmed with Microsoft that this is a known issue. We are currently looking for a workaround for this.
If you are struggling to sign into Microsoft Dynamics CRM as a different user because you automatically keep logging in as the same user, it is probably because your company has implemented Single Sign-On functionality. Single Sign-On is when your computer's credentials are automatically passed along to the site, rather than making you manually enter your credentials to log in. To get around this try using InPrivate Browsing mode in Internet Explorer to log in as a different user. (Under Tools in the IE Menu toolbar)
I recently tried to open and edit the Sales Performance Dashboard. I got the message "Cannot Edit Dashboard. The dashboard could not be opened. Maximum no. of columns allowed in the layout is 4." I also tried to make an unmanaged copy of the dashboard with no success, as I got the same error message when trying to open this one as well. I have found that this is a bug in Microsoft Dynamics CRM 2011 and 2013 that back in 2011 was promised to be fixed in the release of 2013, however has not been. Please refer to KB Article at the following address: http://support.microsoft.com/kb/2503843/en-us?sd=rss&spid=15707 Hopefully this will be resolved in the future, however it still seems to be an issue in CRM 2013.
Error: This process cannot be created, updated, or activated because it was created outside the Microsoft Dynamics CRM Web app..
Error: This process cannot be created, updated, or activated because it was created outside the Microsoft Dynamics CRM Web application. Your organization does not allow this type of process. Solution: This is a known error in Microsoft Dynamics CRM 2011 and may be received when trying to modify a workflow by deleting a condition from a Check Condition or Wait Step. This error originated from update rollup 12. It has been fixed in Update Rollup 15 for Microsoft Dynamics CRM 2011. Please visit the following page for additional information as well as download instructions: http://support.microsoft.com/kb/2843571
Recently I was trying to create a 1:N field mapping from Account to Contact and could not because the Target entity fields were missing from the mapping window. (See the attached image) After a support call with Microsoft I was informed that Internet Explorer 11 is not a supported web browser version with Dynamics CRM 2011. The solution I would recommend for this is to use Google Chrome or a previous version of Internet Explorer like 9 or 10, which you can get to by uninstalling IE 11. To uninstall Internet Explorer 11 (this will get you to IE 10) follow the steps listed below: -Click your Start menu >> Control Panel >> Programs >> Programs and Features -Click View Installed Updates at the top left of the window -Search for Internet Explorer 11 >> when this appears select the program and click Uninstall It is also a good idea [...]
One of the exciting new features about Microsoft Dynamics CRM 2013 is that it now offers Bing maps inside of various entity records like Accounts, Contacts, Leads, and Opportunities. In a recent upgrade from CRM 2011 to 2013 we noticed that the Bing maps functionality was missing from these forms. This is because you need to Activate the proper forms within the entities that you would like Bing Maps to show. To Activate these forms in Dynamics CRM 2013 navigate to Settings >> Customizations >> Customize the System. 1. Expand the list of "Entities" and expand the Entity in which you want to Activate the form (Clicking the small arrow to the left will expand). 2. Select "Forms". 3. Select the form where the Name equals the entity you are in (if you are in Account, select Account form). 4. Click Activate on the top of the toolbar of the [...]