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Mail Merge Email Issue

We have a user that has trouble sending mail-merge emails from the Outlook Client. They run through the process of setting up the mail merge correctly, but when it tries to send from Outlook, there is...

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RE: Cannot add server in existing deployment: Requested value 'Geo' was not...

Hi Patrice,Please download the CRM Server 2011 installation from this location: www.microsoft.com/.../details.aspx and then try installing.

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RE: Cannot add server in existing deployment: Requested value 'Geo' was not...

Hi Amit,that's what I attempted earlier - was advised by a CRM developer to use that kit.However I'm now stuck with product language lookup:14:47:19|   Info| Microsoft Dynamics CRM Server Setup did not...

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Cannot add server in existing deployment: Requested value 'Geo' was not found.

Hello,we have two healthy CRM 2011 UR13 server on an SQL2008R2 cluster back-end.When attempting to install 3rd server, we had to bypass key and db version checks with registry entry  decribed in the...

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Changing the full name format in Outlook

Hi all,I've been trying to figure out how to update the full name format for Contacts that get synched to Outlook. Right now our Contact names appear as Salutation, First Name, Last Name, Suffix. We'd...

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Is there a maximum number of "opportunity products" per "opportunity"

Hi all,I'm having issues when importing to "opportunity products".  I'm analysing the opportunities with the issue and they all have a larger number of opportunity products than the ones that succeeded...

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RE: Is there a maximum number of "opportunity products" per "opportunity"

Hey,So I setup 4 test opportunities that are exactly the same.  Then imported 49, 50, 51, 52 lines to the 4 ops (all lines exactly the same).  The first 2 were ok (49 and 50 lines), but the 2nd 2...

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RE: Access Denied trying to connect Outlook CRM to Dynamics CRM

Hi David,See if you have any Anti-virus add-in active for Microsoft Office Outlook. Disable any anti-virus add-in which you have, from Outlook and then try configuring.

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Access Denied trying to connect Outlook CRM to Dynamics CRM

HiWe are a Microsoft Partner with an Office365 E3 subscription and a Dynamics CRM partners trial. I am a global administrator for Office365.Dynamics CRM launches fine from within Office365, I can see...

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RE: Dashboard and Personal View

Hi Stef,Are you saying that you have added a personal view to a dashboard as a list view (as opposed to a chart), and you are seeing different columns than when you view the personal view elsewhere?

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Dashboard and Personal View

I configured a few "Personal Views" that I want to use in my dasboards.  Even if I did remove some columns in the Opportunities / View, they still appear in tha dashboard.  Any hints or how I can...

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RE: Dashboard and Personal View

Yes!  However I solved the problem by using SYSTEMS view instead.  Now I'm of to modifying charts...Thank you,Stef

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RE: default handling of new crm entity fields?

great info - thanks jason!

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After Rollup 12 the Notes Subject is missing

After Rollup 12 the Notes Subject is missing from the notes area inside a Contact.   Where did it go?   We were storing data in the subject of each note.  

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RE: After Rollup 12 the Notes Subject is missing

  

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RE: Creating a Chart

Yep!  Create a view that filters out opportunities for the next 3 months and the statuses.  Then create a chart based on that view that groups by Est Close (Month) and Sums the Est Revenue.

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RE: Creating a Chart

I dont know what I am doing wrong but the lower axis shows $ value instead of months.

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Creating a Chart

I would like to create a chart for a Dashboard that would have the estimated revenu for the next 3 months for my reps.  The results would have to be filtered by "owner" and by "status" Any suggestions?

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RE: Creating a Chart

Hi Stef, Your chart setup should look like this. 

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RE: Setup CRM 2011 for Windows Server 2012 and SQL Server 2012

You should use the latest installation media and then when prompted during the install, allow additional updates to be installed.Microsoft Dynamics CRM Compatibility List

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