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
Read MoreError: 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
Read MoreRecently 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
Read MoreOne 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
Read MoreIt 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
Read MoreBeing 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
Read MoreIf 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
Read MoreGreat Plains script error You 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
Read MoreThe following is from http://www.interactivewebs.com/blog/index.php/server-tips/ad-fs-certificate-rollover-crm-2011/ The Fix Basically 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.powershell set-adfsproperties -autocertificaterollover $true update-adfscertificate -urgent Run the CRM
Read MoreWhile 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
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