RE: Need copy of conv_lead.aspx file please
We were running UR5, updated to UR6 and then UR 13.We had issues converting leads when duplicate rules were set for Leads -> Accounts, however someone said they thought these had been fixed in later...
View ArticleRE: entities listed inside "Customize the System"
Hi Guido,When you use RetrieveAllEntitiesRequest, you get all entities into CRM, even the system entities and the custom entities.But you can use this method for improve your retrieveFrom...
View Articleentities listed inside "Customize the System"
When I open the default solution (by "Customize the System" entry) I can see a list of entities, but when I retrieve by code all the entities inside the default solution (uniquename = "Default") I get...
View ArticleRE: entities listed inside "Customize the System"
Hi Atilin,thanks for your reply, but is not what I'm looking for. I have already a list of all entities that belongs to the Default solution, but I want to know how to indentify the one displayed...
View ArticleRE: Dynamic xlsb to Excel 2003
Hi Atilin,Thanks for your reply and link.Actually, the users need to process the data after convert from xlsb to xls. So the Excel viewer is not the solution for them. :)Regarding to exporting the...
View ArticleDynamic xlsb to Excel 2003
Hi all, I am a newbie for Dynamic CRM system. We currently export the data to a dynamic xlsb file from the Dynamic CRM system. However, the users are using excel 2003. I wonder what's the best way...
View ArticleCRM 2011 and F5 SSL Offload
Hi,do I need to configure CRM to enable SSL Offloading when using with F5 for IFD? Gav
View ArticleInactive records detected as duplicate during import
I've just run a few imports (contacts) and some of the records failed because a duplicate record for the parent account was found. Looking into it, these records were duplicates but were merged during...
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RE: Inactive records detected as duplicate during import
During the import process, if you checked the option to not allow duplicates - CRM uses any Duplicate Detection rules you have in place to handle this. in the Duplicate Detection rule itself, there is...
View ArticleRE: Is there a maximum number of "opportunity products" per "opportunity"
There shouldn't be any maximum amount of lines you can associate with an opportunity. What is the exact error you are receiving?
View Articledefault handling of new crm entity fields?
Hello - How does CRM handle new entity fields? For example, if I open Contact in Customizations and add a new field does CRM automatically create a ContactExtensionBase table?Does CRM follow this...
View ArticleRE: default handling of new crm entity fields?
The EntityName + Base and EntityName +ExtensionBase are both instantiated when the entity is first saved, it does so for all user created entities. All user created fields end up in the ExtensionBase...
View ArticleRE: Is there a maximum number of "opportunity products" per "opportunity"
Hey Jason,Thanks for replying. The message is "Error: 400: Bad Request: Syntax error '%' at position 16". But cant see anything different with this data......THANKS
View ArticleRE: Is there a maximum number of "opportunity products" per "opportunity"
Hi again,So I had an opportunity with 40 lines, I input 10 manually and fine, once I got to the 11th (51 lines) it came up with the above error. Any idea how to fix this?THANKS
View ArticleRE: Is there a maximum number of "opportunity products" per "opportunity"
I'd try a test maybe with just the one line that is failing - starting with the minimum amount of fields to create the record and that adding additional fields. Hopefully this approach will flush out...
View ArticleRE: Is there a maximum number of "opportunity products" per "opportunity"
Hi again,That is pretty much what I did, I just added 11 "test" lines, with minimal data. And when it got to 51 it came up with the error. I'm going to do a few more tests importing all the same data...
View ArticleRE: Best Apps for Outlook/CRM/Mobile Sync
You can start out with the CRM Outlook client - with that would will be able to sync your CRM contacts to Outlook. From there you can set the email account on your iPhone to also sync contacts down to...
View ArticleBest Apps for Outlook/CRM/Mobile Sync
What is your recommendation for Apps or Operating Systems or Brands to sync Outlook/CRM and Mobile Phones? I'd like to keep my Outlook and CRM address book in sync and be able to edit it from Outlook...
View ArticlePart List not supported on Fetch Report
I a have created a Fetch report to print the contents of a Service Activity. When in Visual Studio I get an error when trying to get the Customer information, "the attribute "PartyList" is not...
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