Dynamics CRM

Cannot edit Sales Performance Dashboard in Microsoft Dynamics CRM 2011 and 2013

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.

By | 2018-07-18T11:23:46+00:00 April 7th, 2014|Dynamics CRM|

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

By | 2018-07-18T11:26:04+00:00 March 10th, 2014|Dynamics CRM|

Not able to create relationship mappings in Microsoft Dynamics CRM 2011

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 [...]

By | 2018-07-18T11:26:04+00:00 March 10th, 2014|Dynamics CRM|

Maps will not display in Dynamics CRM 2013 forms

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 [...]

By | 2018-07-18T11:26:04+00:00 February 25th, 2014|Dynamics CRM|

Creating a new security role in Microsoft Dynamics CRM (Best Practices)

It is helpful to create new security roles in Microsoft Dynamics CRM to control access for users. For example, you want a user to have the ability only to see records that they own, or perhaps you do not want your users to be able to delete any existing CRM records -- creating a new security role can provide these restrictions. To create a new security role in CRM, navigate to the Settings tab >> Administration >> Security Roles. There is a default baked-in set of standard security roles provided by Microsoft. If you open one of these up you will notice that you can not edit these. In order to create a new security role there are two ways to do so: 1. Click the New button at the top of the list. 2. Copy an existing security role, rename, and modify to your liking. It is a best [...]

By | 2018-07-18T11:26:04+00:00 February 24th, 2014|Dynamics CRM|

Copy an existing workflow in Dynamics CRM 2011/2013

Being able to copy a workflow in your CRM system can be advantageous in saving you time if you need to create a workflow similar to an already existing workflow or perhaps you want to make changes to a complex workflow but do not want to risk losing your original work. To copy an existing workflow, follow the steps below: 1. Make sure the workflow is in draft mode. If it is currently activated, select the activated workflow, click "Deactivate". Note: If you do not have ownership of the workflow, you will need to do this before you can deactivate. To take ownership, select the workflow, click the assign button on the top menu, select "assign to me". 2. Once in draft mode, open up the workflow record. Where it says "Activate As", use the drop-down list to select "Process Template". Save. Activate. The workflow will now appear under the [...]

By | 2018-07-18T11:26:04+00:00 February 11th, 2014|Dynamics CRM|

Dynamics CRM directs to mobile version

If you are using Internet Explorer 10 or 11 and trying to access Microsoft Dynamics CRM but keep getting a page that looks like a mobile version, you probably need to run your browser in Compatibility Mode. Please reference one of our previous posts on how to put Internet Explorer into Compatibility Mode using the following link: http://njevity.com/blog/internet-explorer-10-compatibility-mode

By | 2018-07-18T11:26:05+00:00 February 4th, 2014|Dynamics CRM|

Script Error – cannot find the file specified

Great Plains script errorYou are getting a script error pop-up when clicking on links in Great Plains“An error has occurred in the script on this page”“The system cannot find the file specified”             This is occurring mainly because you are using re-directed folders in your user profiles. GP and Dynamics will try use Internet Explorer, which is trying to write to a folder under UserData. If the user logged in and had the folder redirected before launching IE, it will never create the folder in the remote location.The quick fix is to create the folder manually, in the redirected location. IE can now write its temp files and GP and Dynamics function correctly.Since this will happen to every new user, I have created a logon script which populates the UserData folder automatically.Please see this msdn blog entry with specific details on the issue, and example resolutions.

By | 2018-07-18T11:26:05+00:00 May 24th, 2013|Dynamics CRM, Dynamics GP|

CRM 2011 Prompts for Credentials then gives 401 error.

The following is from http://www.interactivewebs.com/blog/index.php/server-tips/ad-fs-certificate-rollover-crm-2011/The FixBasically the certificate automatically rolls over to a new one and ADFS won’t authenticate any more. Here are the steps that seem to fix this issue:Open windows Powershell as administrator (right click runas)Run the following commands:add-pssnapin Microsoft.adfs.powershellset-adfsproperties -autocertificaterollover $trueupdate-adfscertificate -urgentRun the CRM deployment manager Run through Configure Claims-Based Authentication Wizard (no changes)Run through Configure Internet-Facing Deployment Wizard (no changes)Restart the adfs service From a Command Prompt “cmd” Type net stop adfssrv then net start adfssrvRestart the Microsoft Asynchronous processing service From Services Windows Click the Restart Icon while the Service is selected run an iisreset from the elevated command prompt Start RUN “cmd” iisreset

By | 2018-07-18T11:26:05+00:00 April 29th, 2013|Dynamics CRM|

CRM 4.0 Report To PDF Converter Workflow hangs – emails not sending attachments

While making changes to a custom report for Microsoft Dynamics CRM 4.0 we found the changes weren't being applied to reports used by the Microsoft Dynamics CRM 4.0 Report To PDF Converter. After investigation we discovered that the Report to PDF Converter was looking in the Report Server virtual directory /crmorg_MSCRM/.  The reports for CRM 4.0 are actually in /crmorg_MSCRM/4.0.  But the names of the reports are GUIDs so it is hard to figure out which report to set up int the Report To PDF configurations.  So the original consultant and republished the reports in the  organization root.  No problem.  We opened up IE and browsed to the Report Manager page and uploaded the new .RDL file to the /crmorg_MSCRM/ folder.Problem - after we published the new verision of the report Workflows in CRM started hanging in the Waiting state and the emails they created were hung in draft status [...]

By | 2018-07-18T11:26:05+00:00 April 25th, 2013|Dynamics CRM|