Dynamics CRM 2011 Save button on email form is disabled once ‘Activity Status’ field is added

In Dynamics CRM 2011, after adding ‘Activity Status’ field on the Email Activity form, any email record with StateCode = 1 has the save buttons disabled. For example, email with status as ‘Sent’, ‘Pending Send’ and ‘Received’. If the email is in draft, the problem doesn’t occur. This is a known design issue in Dynamics…

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Dynamics CRM 2011 Merging records issue with multiple forms

In Dynamics CRM 2011, you may have created multiple role-based forms for Account/Contact entity which have different fields. Some fields exist on one form but not on the other forms. Then you try to merge two records together, each created from different forms. Result: In merge dialog, you see a list of mergable fields available…

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Overview: Microsoft Dynamics CRM 2013 data on your mobile device

With Microsoft Dynamics CRM 2013 we have many possibilities to check data on a handheld device. Let’s take a look at the currently available options that Microsoft provides. Option 1: Use a browser You have two possible built-in ways of displaying Microsoft Dynamics CRM data in a browser. The web application The first possibility is…

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Dynamics CRM 2011 Cannot go offline due to wrong local SQL name

CRM 2011 Outlook Client – Go Offline Result: It is not possible to go offline. The error was raised in CRM Client Trace: “Exception occurred in dbInstaller.Install. Detaching and removing indeterminate database files. The network path was not found.” ProcMon shows: “BAD NETWORK PATH” /C$/Users//AppData/Local/Microsoft/MSCRM/Data/MSCRM_MSDE.mdf">\\<UnknownMachineName>\C$\Users\<user>\AppData\Local\Microsoft\MSCRM\Data\MSCRM_MSDE.mdf Cause: SQL Local Name is not equivalent to machine name…

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Daily User Setup Limitation for Dynamics CRM Online Organizations (on CTP Platforms)

Issue: When trying to create and configure more than 3 new users in a CRM – Windows Live based organization (CTP), you may encounter the following notification message: "You have reached your set up limit for the day”. Cause: This issue is caused by the limitation existing on the CTP (Commerce Transaction Platform) – Windows…

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Dynamics CRM 2011 – Embedded attachments within rich text emails

CRM 2011 Outlook client: Track email in CRM with embedded attachments in rich text Format. Before UR7 rich text emails with embedded pictures couldn’t be tracked successfully (“Embedded Picture in Rich text email not shown after tracking in CRM, instead, it shows as an attachment with a size of 0.”). This was fixed after UR7:…

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Dynamic_Worksheet Excel Export not working with Outlook 2013 and ADFS

Issue: When users will try to export e.g. Activities, Accounts etc. to the Export Data to Excel -> Dynamic worksheet the export process will be ended without issues. During opening of the saved record in the Excel Ribbon we were able to see “SECURITY WARNING: External Data Connections have been disabled”. We will pressed Enable…

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CRM 2011 Outlook Client – Content of views is lost upon second call

Microsoft Dynamics CRM 2011 Outlook Client: Go to your Dynamics CRM 2011 Outlook views like “active contacts” and “active accounts” RESULT: Views like ‘Active contacts" and "active accounts" are empty upon refresh, or second call e.g. when clicking on another entity and go back to contact/account entity These side effects have been observed: Checking the…

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Microsoft CRM 2011 Update Rollup 15 has been released

Update Rollup 15 for Microsoft Dynamics CRM 2011 is available http://support.microsoft.com/kb/2843571  Download area for “Update Rollup 15 for Microsoft Dynamics CRM 2011” http://www.microsoft.com/en-us/download/details.aspx?id=40346  Update Rollup 15 for Dynamics CRM 2011 (05.00.9690.3731) provides the following improvements: It includes a new feature that is scheduled to be delivered with Microsoft Dynamics CRM 2013. This feature moves the…

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Cross-domain iframe requests from CRM Online are blocked in SharePoint Online

Issue: In CRM Online, when you are trying to access the SharePoint documentation under an Entity such as Open Opportunity, Lead or Active Account and click on Documents from the left Navigation Pane, you are getting the following error message: "This content cannot be displayed in a frame. To help protect the security of information…

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