Have you ever googled or bing’ed an error and notice that everyone is missing the boat? Well, that happened recently while doing a mail merge of CRM Contacts with Microsoft Word. Here’s the setup: Using Microsoft Dynamics CRM Internet Facing Deployment with a view that was setup to e-mail newsletters Using Microsoft Internet Explorer v
Read More“Problem communicating with the Microsoft Dynamics CRM Server” Configuring CRM 2011 Outlook Client. (Yet another solution to try) We ran into another issue while configuring the Outlook Client for CRM 2011. In this case the client was migrating form CRM 4.0 on premise to CRM 2011 Partner-Hosted/IFD. The users uninstalled the 4.0 client and installed
Read MoreI just found this great blog article on how to get your Closed Activities Nav Bar item back. Check it out: http://social.technet.microsoft.com/wiki/contents/articles/4808.aspx In the article, the entity that they are working with is the Case Entity. In my situation, I needed to get the Closed Activities item back on my Account Entity. Here is how
Read MoreWhile trying to configure the CRM client for Outlook on Windows XP you get the error: “Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials. Check your connection or contact your administrator for more help.” First make sure that the time is synchronized with the time on the CRM server. Go
Read More1. You will need: a. SQL Server 2008 or newer. (If you don’t use the Enterprise version then you will need take some extra steps) b. IIS 7. 2. Start the process by contacting Live Customer Service by calling 1-877-276-2464. They will open a case for you. 3. On the Thursday following opening the case
Read MoreIn this blog entry, I want to take on the financial case for moving your business to the Cloud. First, let’s discuss what the Cloud is and what it isn’t in the context of business applications. According to NIST (National Institute of Science and Technology) “Cloud computing is a model for enabling convenient, on-demand network
Read MoreSo, you downloaded an existing CRM “out of the box” sub-report. Pulled it into Visual Studio. Changed a query or two, added some fields and changed the font. Now you are ready to publish the modified report. You log into CRM and go to reports, select the sub-report you want to replace and select edit.
Read MoreSuppose that you have two servers (CRM and GP) that are physically different servers with named instances. You have data in your CRM server that you want to expose through the GP server. In order to do this, I did some research that I found very interesting and very successful. My goal in this process
Read MoreTrying to import Accounts and Contacts into Microsoft CRM 2011 from a zip file we received the error: “Error in unzip An error occurred while the uploaded .zip file was being extracted. Try to upload the file again. If the problem persists, contact your system administrator.” We spent a lot of time trying to figure
Read MoreWe have a client who licenses both Dynamics GP and CRM through our NjevityToGo environment. They have CRM users who do not use Dynamics GP. They only have a CRM license. However, pledges and donations will be entered into Dynamics GP. The CRM users need to see the donations and pledges as entered into line
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