Date Filters in Dynamics Pivot Table was greyed out

In Dynamics CRM 2011, sometimes we need to export data to an Excel file as Dynamic Pivot Table. After you export data to Excel 2010 as Dynamic Pivot Table you may have not been able to choose “Data Filters” in the Excel Worksheet – option was greyed out. To work around this: 1.     Export the…

0

During upgrade from CRM 4.0 to CRM 2011 the “emailaddress” field format may change from “email” to “text”

Within support we have seen the following problem several times. If a CRM4 database is upgraded to CRM2011 in some rare cases it is possible that on the Contact entity the emailaddress1 Field Format is changed from “email” to “text”.     The above modification causes the following problem during the update: In the Organization…

0

Dynamics CRM 2011: Troubleshoot Outlook Crashes

If you experience Outlook crashes with the CRM Client for Outlook installed and using Internet Explorer 9, please perform the following steps:   Update the Dynamics CRM for Outlook Client to Update Rollup 11 from here Disable the Microsoft Outlook Social Connector Add-in from COM Add-Ins in Outlook Add the following registry entry on the…

3

CRM 2011: Configure forwarding rule without Rule Deployment Wizard and Outlook

If rule deployment wizard fails to create rules and the amount of users that need this rule activated is very big, there is a workaround possible to achieve this: Create a new view in CRM 2011 to display at least "Primary E-Mail" and "Incoming Email Delivery Method" as displayed columns Export the list to Excel…

0

GPO and AD attributes for a user in Dynamics CRM

To compare two users in a domain there are several settings that can affect how they function. If you have a working user and a failing user it is sometimes useful to compare some of these settings. Active Directory To extract all the information about a single user you can use ldifde from a command…

1

Default file size limit for the CRM 2011 Data Import Wizard (and how to modify it)

Within a project where we needed to import some old data (e.g. some excel files from a third party system) we received an error during import. We tried to upload the file using the Data Import Wizard. During the import the following error occurred.   More details can be seen within the CRM Platform trace….

7

Cannot import managed solution after upgraded from Dynamics CRM 4.0 to CRM 2011

After upgraded from CRM 4.0 to CRM 2011, some users experience the issue when they developed the managed solution from development organization and want to import it to production environment. When imported, everything seems to be working fine as the progress bar goes until the end. But eventually the import fail and user get error…

1

Dynamics CRM 2011 – Unable to update an existing SQL based SRS report

Situation You attempt to update an existing SQL based SRS report within Dynamics CRM 2011 via the following method: Within the reports list, find your report record, select, then click Edit. You click the Browse button at the end of the File Location field, select your updated RDL file and then press the save icon…

0

Cannot import managed solution after upgrading from Dynamics CRM 4.0 to CRM 2011

After upgrading from Dynamics CRM 4.0 to CRM 2011, some users experience the issue when they developed the managed solution from development organization and want to import it to production environment. When imported, everything seems to be working fine as the progress bar goes until the end. But eventually the import fails and user gets…

0