CRM Security for Item Maintenance
This is the first role I've created from scratch - this user ONLY needs to be able to add/modify items (under the Workplace/Extensions area). Thanks for your help!
View ArticleRE: CRM Security for Item Maintenance
Link mentioned by Adeel Can help you to understand/create roles and provide the Permission accordingly.Couple of points to Note:1) Always it is good practice to copy an existing role and modify as per...
View ArticleRE: CRM Applications Certification
You can check the following link for MS CRM 2011 Applications. When you click on Take Exam you will then be taken to the website of Prometric and you will see the exact cost of exam...
View ArticleDynamics Sitemap error
Just installed UCCX 8.5 CRM call connector onto CRM 2011 server, on completion, I get a sitemap error. I cannot access CRM now. I had done a snapshot of the CRM server before connector installation, I...
View ArticleRE: CRM Applications Certification
Here is a link from where you can get complete information regarding exams and costs:www.knowledgewoods.in/.../certification_cost.html
View ArticleRE: Account duplication on qualifying leads
The following link might be of help for you:support.microsoft.com/.../2693711
View ArticleAccount duplication on qualifying leads
Hello,I am using Dynamics CRM Online and experiencing problems after the last manual update.I create a new lead for a new contact in an existing company that already in my accounts and set that company...
View ArticleMail 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...
View ArticleRE: Mail Merge Email Issue
Please refer to the below mentioned link. It might be of help for you:www.powerobjects.com/.../crm-2011-campaign-activities-email-via-mail-merge
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RE: Unexpected data changes
As Mubasher Said, There might be some code running behind the scenes which is updating the data. Below information could help you to check.1) If java script: Open the corresponding entity in Design...
View ArticleUnexpected data changes
I have noticed in the early days of implementing Dynamics that saved data is changed when I come back to it. (a) Probability values entered and saved within opportunity records are sometimes different...
View ArticleCRM Server Disaster
Hi FriendsDue to Some problems, My CRM Server Hard crashed :( every time I restarted it there was blue Screen... anyway, I could reach DATA folder of It's SQL server which contains All databases ......
View ArticleCRM Applications Certification
Hello,The Microsoft website is extremely confusing (and many of the links do not work) regarding cerfifcation for MS Dynamics CRM Applications. I want to know how much the exams cost. From the...
View ArticleRE: CRM Applications Certification
Honestly, the Microsoft Customer/Developer Source, Partner networks have so many dead links and nobody bothers to fix them. It took me a long time before I could register as a Partner. These links...
View ArticleRE: Import From CRM 4.0 to 2011 failed
We resolved this issue. Our CRM Admin, went through the Oppportunities entity and deleted fields that were no longer being used. Once she was done we were able to successfully import the organization....
View ArticleImport From CRM 4.0 to 2011 failed
Hello Everyone, I am getting the following error when trying to import new organization:System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --->...
View ArticleRE: CRM Security for Item Maintenance
Hi Jeanne,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM Support team. I can understand your requirements for creating a security role. The...
View ArticleRE: CRM Security for Item Maintenance
Hi Jeanne,Please update the thread if the above information is helpful. If yes, please mark this thread as answered.Thanks,Mohammad
View ArticleRE: CRM Security for Item Maintenance
Josh - the trace sounds great - if CRM Onpremise means that we host it on our own sql server, then yes that is what we have. I would appreciate the info to get the trace going. Thanks!
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