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syncing two entities

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Hi,

I have two entities that needs to be in sync all the time.

If entity1 has any updated records or new records.. the same fields in entity2 needs to be synced(updates and new inserts).

What is the best approach to do this? Can we do this internally in CRM application?

THanks for any help.


Creating a lot of fields fast

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Hi,

I have to create 40 fields with the same display name on a form. I tried to create an csv file but the import failed. All 40 fields will have the same display name and need be check boxes.

Prompt for Confirmation to Import CRM Organization

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I am executing the below given Powershell script to Import CRM organization. It prompts me to confirm before the execution begins. I need to suppress this prompt. So far, I've tried -confirm false-confirm:$false-confirm $falseecho 'Y' & $ConfirmPreference='None' with no success.

[ScriptBlock] $global:ImportOrg = { param () $sqlSnapin = Get-PSSnapin | where {$_.Name -eq "Microsoft.Crm.PowerShell"} if($sqlSnapin -eq $null) { Add-PSSnapin Microsoft.Crm.PowerShell } $ConfirmPreference="None" $ConfirmPreference $Password1 = ConvertTo-SecureString "XXXXXX" -AsPlainText -Force $Creds1 = New-Object -TypeName System.Management.Automation.PSCredential -ArgumentList "XXXX\YYYYYY", $Password1 Import-CrmOrganization -SqlServerName "localhost\XXXXX" -DatabaseName "XXXXXXX" -SrsUrl "http://XXX/YYYY/ZZZZ" -Credential $Creds1 -DisplayName "XYZ" -Name "XYZ" -UserMappingMethod "ByAccount" -Confirm:$false -Verbose -DwsServerUrl "https://XXX/YYY/deployment.svc" -diag echo "Y" } $Password = ConvertTo-SecureString 'XXXXXX' -AsPlainText -Force $Creds = New-Object -TypeName System.Management.Automation.PSCredential -ArgumentList 'XXXX\YYYYYY', $Password $sess = New-PSSession -ComputerName 'VVVVVVV' -Credential $Creds Invoke-Command -Session $sess -ScriptBlock $ImportOrg

Can Dynamics CRM 2011 Support SQL Server 2014?

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Dear All,

May I know whether Dynamics CRM 2011 Support SQL Server 2014?

I tried to install but failed. Is CRM 2011 maximum can support only up to SQL Server 2012?

Outlook w/ Server-Side Sync Painfully Slow

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When I track an item in Outlook, the item is painfully slow to upload. It takes 10-15 minutes.

I changed System Settings as noted here to sync every 60 seconds but it is obviously not happening.

Users are expecting to use the "Convert To" function, which isn't available until the item is tracked. Even at 60 seconds, it seems silly to make a user sit there and stare at their PC that long in order to convert an email to a lead.

Thanks for any insight!

CRM 2015 Online Update 1, Exchange Online, and Outlook 2013.

CRM for Phones: Can't Create Opportunity Product

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On CRM for Phones, I get the following jScript error when I try to create an Opportunity Product.

There is no custom jScript on this page, and all synchronous processes are disabled.

CRM 2015 Online Update 1.

Anyone else see this? Is it a straight-up bug?

Contacts from CRM being sent to Outlook without Outlook for CRM

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We upgraded our customer from Dynamics CRM 2011 to 2013 on premise.  They do not have the CRM Outlook client installed.  Their users Outlook is being flooded with multiple and duplicate contacts from CRM.  We are using server side sync but since they are not using the Outlook client we do not have the options to turn off Contact syncing or even change it to only be one way --Outlook to CRM.  Recommendations on how to fix?

CRM 2013 upgrade stops at InstallDatabaseUpdatesAction

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Hi all,

I've been running a migration upgrade from CRM 2011 to 2013 SP1 with RU1. It always freezes at the InstallDatabaseUpdatesAction step with the related log message below.

The org stays at Pending state and the second import org attempt completes successfully with the updated database (from the 1st imported). Login user is a deployment manager with db_owner permission on the database. The auditing has been turned on for many entities in the existing production environment.

Creating new organisation in the same environment worked with passing this installDatabaseUpdatesAction step.

I successfully upgraded with an earlier version of the same database (3 GB less than the current one in size) a couple of months ago in the same environment. The current database size is 35 GB.

I'm thinking to include the following in agenda to prepare for the upgrade in the next run -

1. re-indexing before taking the backup

2. add registry subkeys to extend timeout

3. check/clean async table

Has anyone come across similar problem? Is there anything else I should be checking in this instance?

Thanks,

Jacqui

 

16:56:21|   Info| Executing Install action: Microsoft.Crm.Tools.Admin.InstallDatabaseUpdatesAction
16:56:21|Verbose| Retrieving database base language code Data Source=CRM;Initial Catalog=PROD_MSCRM;Integrated Security=SSPI ...
16:56:21|   Info| Database base language code: 1033.
16:56:22|   Info| Applying slipstream dbUpdates to organization.  Id=70c69c1c-eed8-4580-90d7-641cb1554565, UniqueName=PROD.
16:59:50|   Info| UpdateVersionForAllOrgs(install = True): version = 6.0.0.809.
16:59:50|   Info| UpdateRevision(): orgId = 70c69c1c-eed8-4580-90d7-641cb1554565, newVersion = 6.0.0.809, install = True.
16:59:50|   Info| Database updates were successfully applied for orgId = 70c69c1c-eed8-4580-90d7-cf252405fb09.
16:59:50|   Info| Applying latest dbUpdates to organization.  Id=70c69c1c-eed8-4580-90d7-641cb1554565, UniqueName=PROD.
16:59:55|Verbose| Found 1 OverriddenCreatedOn attributes on intersect entities
16:59:55|Verbose| Deleting OverriddenCreatedOn attribute with Id=70c69c1c-8279-488b-b475-641cb1554565


What exactly does "partially imported" mean when importing contacts?

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Hi All,

Some users have imported a spreadsheet containing contacts.

Some of these are duplicates, and there are a number of "Partial Failures" reported.

Clicking into the import job, and into "Contacts Partially Imported", they all appear to be duplicates of existing contacts. Clicking on a few of the contacts in this view, it opens the record, and it appears they had all of the information that was present in the source spreadsheet.

What does "Partially Imported" mean in this context - that there is some data missing, or that the all the data was imported, but the import job was only partially successful because there were duplicates?

 

Thanks in Advance!

 

Can I do this?

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Hi all, firstly I'm sorry I am very new to Dynamics and not great with the CRM

I have been tasked with exporting some details, after confirming a new contact name, amending them, and then re-importing.  I can export to excel and change the contact first and last name but when I import them back no changes are made - also no error occurs?

I understand the contact's complete name is read only but is this the case for the First and Last name field also?

Sorry for the probably very basic question!

Julian

SSRS Report for Dynamics CRM 2013

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Hi All,


In my report i want to split the column based on the values can any one suggest me.

A duplicate column heading exists...

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Hi All,

I get this error for a couple of entities when I try to download the templates for data import.

Is there an easy way of identifying which fields are duplicates? I'm assuming that it is duplicate field names in the schema, and I've tried visually comparing the schema names on the fields, but can't see any duplicates.

Any ideas?

Thanks in advance!

Clone a Closed opportunity

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Hi,

I need the ability to clone a previous closed opportunity in CRM 2011 including all opportunity products attached to the closed opportunity.  Is this possible and how?

Windows service sending a bulk of email

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I've written a windows service that actually imports a CSVin dynamics CRM. It is supposed to do its job on daily basis earlier in the morning around 5a.m. It also sends an email if any error occur. Now, it is working fine but sometimes it sends a bulk of emails that is around 1000. And when I drill down to CSV everything is imported without any problem.

Can anybody let me know how can I fix the issue as its embarrassing.

user Search criteria

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Hi ,

Need your help on our Below requirement .

We need to keep a track of all the searches(Advance find or Entity Views) which a logged in User has made .

What should be the best approach for the same 

Thanks


Apply business required logic to Web resource

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Hi guys,

I have a web resource which Display a field in a different way (with Auto complete)
Now I want that, if the database field, where the value is to be saved, a Business required field, that my web resource also act like such.

How to do this ?

Thanks.

Hide Quick Task Form

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Dear All,

How i can hide or delete the quick task form,the first one(Managed).I tried to delete/edit but could'nt do it.

Please help in this regard.

Saji..

I am trying to mass update some required fields with missing values for opportunity. It was not successful. help plz

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I am trying to mass update some required fields with missing values for opportunity, but it was not successful.

Option 1:

- create advanced find view including all the fields i would like to input the update values

- export the file with dynamic workbook option

- Fill in the missing values and save the file as csv. format

- import the file with automatic data mapping

Once the import is completed, (only use 2 records for testing), 2 new records are created in system instead of overwriting the values for existing record in CRM

Option 2

- create advanced find view including all the fields i would like to input the update values

- export the file with the first option( static worksheet with records from this page, make this data available for re-import required column headings

- Fill in the missing values and save the file as xml. format

- import the file

Once the import is completed, the missing value is not updated in the existing data

What did i do wrong?

Many thanks

Running any report takes 5-10 minutes

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Hello,

We are currently experiencing long waiting times when running  reports.

 

It is taking 5-10 minutes to run any report, and this is happening for all users.

 

Does anyone have any suggestions?

 

Thank you

Sync CRM dynamics 2015 appointments to outlook.

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Client wants to view all the appointments in outlook that they have created in CRM dynamics 2015 manually. Do I need to install Outlook client for this?

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