Browsing All Posts published on »July, 2012«

CRM 2011 – Email router – incoming profile server locations

July 30, 2012

5

While studying for the CRM 2011 installation exam, I was reading about installing the CRM Email router, it was interesting to read the information because the previous month I had been wrestling with installing and setup the email router. Installing the email router is easy, configuring users is easy, working out how to setup a […]

CRM 2011 – How to clear fields using a workflow

July 25, 2012

1

I wanted to clear some fields using a workflow but when I got to the form, I was wondering what to do because what do you update the field you want to clear with, a space?  What about tick boxes and optionsets. I found in the form assistant there is a function to clear the […]

CRM 2011 – How to update hidden fields with a workflow

July 23, 2012

1

Workflows in CRM 2011 can only update fields which are visible on the form, if you create an entity update you are only allowed to pick the visible fields. So what do you do if you want to update a hidden field? Go to the form, make the field/section visible. Save and publish the form […]

CRM 2011 – how to change form when the navigation pane is missing

July 16, 2012

2

I had an unusual question today. There was an account form which had four different forms, one of the forms had unticked Show navigation items I didn’t even know this option existed. What was happening was the form had the Show navigation items unticked, so when you went to the form it had no navigation […]

CRM 2011 – Object doesn’t support property or method ‘$2X’

July 11, 2012

2

One of the users was getting this error “Object doesn’t support property or method ‘$2X’ when they were opening an account or possibly other entity from outlook. It was quite an unusual error because only one user was getting the error and it wasn’t happening when they used the web browser. After looking around I […]

CRM 2011 – Dynamics CRM – Partner Workshops

July 2, 2012

1

There are some interesting free training courses/workshops being offered by Microsoft for CRM users at the moment. The snag is you have to be a Microsoft partner but for those of you who work for partners you can do these free training courses.  The one I have done allowed me to download the video so I could […]