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Microsoft Dynamics CRM Home>CRM Answer Center "Wiki"

The CRM AnswerCenter Wiki is a managed collection of user community raised problems and issues in the implementation and practice of a Microsoft Dynamics CRM solution together with the researched and edited solutions and support information. This is the one place to look first for all Dynamics CRM issues. This is also the one place to give back to the global community by adding to the Wiki of information as you discover and resolve Dynamics CRM related issues. Browse or search the resource to increase your knowledge or solve problems and update information with your knowledge.

CO - Configuration
CU - Customization
DA - Database

DE - Deployment
DV - Development
EM - Email

EX - Export
GE - General
IN - Integration

IM - Import
JS - Java Script
MA - Marketing

OC - Outlook Client
PI - Product Info
RE - Reports

SA - Sales
SE - Service
WC - Web Client

WF - Workflow

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Problem Topic Or Question Problem and Solution Credit To

Problem Topic or Question	Category	Problem Solution or Answer	Credit To
Change page: < 1 2 3 4 5 6 7 8 9 10 ... > \| Displaying page 1 of 157, items 1 to 5 of 784.
what is team in Microsoft Dynamics CRM ...More what is team in Microsoft Dynamics CRM Hide	CO	A team is a group of users who share and collaborate on work projects. Teams are typically created by a system administ A team is a group of users who share and collaborate on work projects. Teams are typically created by a system administrator or by a user with the appropriate team management permissions. The use of teams in Microsoft Dynamics CRM is optional; there is no requirement that an organization must create teams. However, the advantage of using teams is that information can be shared more quickly with a group of users instead of individually sharing the information with each member of the group. The primary purpose for creating teams is to facilitate sharing of information among its members. If you are continually sharing certain records with same group of users, create a team of users so that you can share future records with the team as opposed to each individual user. Hide	Rakesh agarwal
how teams are managed how teams are managed Hide	CO	Each team must be associated with one business unit. • Even though a team is associated with a particular business unit Each team must be associated with one business unit. • Even though a team is associated with a particular business unit, its members can include users who are assigned to any business unit within the same organization. • Users can be associated with more than one team. • Users can be added to and removed from teams. • Teams cannot own records, although records can be shared with teams. • Sharing a record with a team implicitly shares the record with each member of the team. • Teams cannot be deleted. Hide	Rakesh agarwal
How to use both BCM and CRM Add-ins with Outlook ...More How to use both BCM and CRM Add-ins with Outlook Hide	OC	Recently it has come to our attention that some customers are installing both CRM and BCM add-ins in Outlook. This will Recently it has come to our attention that some customers are installing both CRM and BCM add-ins in Outlook. This will cause Outlook to crash. The error you will see in the Event Viewer: .NET Runtime version 2.0.50727.3082 – Fatal Execution Engine Error (7A035FC0) (80131506) Error seen when you open Outlook in WinDBG: CLR:(C:\WINDOWS\assembly\GAC_32\BCMRes\3.0.0.0__31bf3856ad364e35\BCMRes.dll) Rejecting native image because dependency C:\WINDOWS\assembly\GAC_MSIL\System.Windows.Forms\2.0.0.0__b77a5c561934e089\System.Windows.Forms.dll is not native (11d4.c3c): Break instruction exception - code 80000003 (first chance) eax=00000001 ebx=00000000 ecx=00000000 edx=0013a9f8 esi=00000000 edi=7a035fc0 eip=7c81a3e1 esp=0013a558 ebp=0013aa04 iopl=0 nv up ei pl nz na po nc cs=001b ss=0023 ds=0023 es=0023 fs=003b gs=0000 efl=00000202 ntdll!DbgBreakPoint: 7c81a3e1 cc int 3 Missing image name, possible paged-out or corrupt data. This happens because: Microsoft.Crm.Application.Outlook.ClientAuth.dll which has a dependency on System.Windows.Forms.dll loads up first as we launch Outlook. BCMRes.dll has a native image and has a hard dependency on System.Windows.Forms.dll which has a native image and this scenario hits a glitch in CLR where: “If an assembly in the GAC (that has a native image) is loaded for the first time as a dependent bind of an assembly loaded via LoadFrom, Fusion will correctly find the assembly, but there is an oversight where we just never return it to the caller. It gets recorded fine in the load context, so that's why the second bind finds the native image.” What then happens is that, since the native image was never returned to the caller (and is thus unavailable for use), and since its existence was recorded in the load context, the CLR fails with a fatal execution engine error To fix this: Install CLR patch with KB # 963676. Please contact support for more details on this CLR hotfix and other details at: https://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=16827&wa=wsignin1.0 If you experience any hangs even after CLR patch is installed, please make sure that CRM update rollup 1 or greater is installed which contains the fix for the hang issue (KB # 952046). Hide	Rakesh agarwal
How to convert from Business Contact Manager to Microsoft Dynamics CRM How to convert from Business Contact Manager to Microsoft Dynamics CRM Hide	IM	Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM. Method 1: Microsoft Dynamics CRM 4.0 Data Migration Manager Using the Microsoft Dynamics CRM 4.0 Data Migration Manager, you can convert and upload data from another customer relationship management (CRM) system to Microsoft Dynamics CRM 4.0. The Data Migration Manager includes default data maps to convert source data from several common CRM systems to the data format expected by Microsoft Dynamics CRM 4.0. During the conversion and migration process, you can create any necessary custom entities or attributes to ensure that you do not lose legacy data during the migration process. Method 2: Data Migration Wizard for Microsoft Office Outlook Migrate data from Microsoft Office Outlook with Business Contact Manager If you’re switching from using Microsoft Outlook with Business Contact Manager to using Microsoft CRM, you can use the Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager, part of the Data Migration Pack. The wizard guides you through mapping data from Outlook with Business Contact Manager to Microsoft CRM. It must be run by a person with the Microsoft CRM System Administrator security role and is designed to be run only once. Hide	Rakesh agarwal
How to find out which action raised the OnSave event in a Form ...More How to find out which action raised the OnSave event in a Form Hide	CO	Recently, I was asked by a customer if it was possible to execute some javascript when an Opportunity is marked as won. Recently, I was asked by a customer if it was possible to execute some javascript when an Opportunity is marked as won. As you all know, the value of statecode is in fact on a separate dialog box and technically, there is no way to capture the event. However, this is another way around it, and that is the use the event.Mode value to determine which action raised the OnSave event in the first place. Here is the list of events: * None : 0 * Save : 1 * SaveAndClose : 2 * Delete : 3 * Load : 4 * Deactivate : 5 * Reactivate : 6 * Email Send : 7 * Email Reply : 8 * Email Forward : 9 * Kb Submit : 10 * Kb Reject : 11 * Kb Publish : 12 * Kb UnPublish : 13 * Kb Rate : 14 * Lead Unqualify : 15 * Lead Qualify : 16 * Quote Accept : 17 * Quote CreateOrder : 18 * Order ProcessOrder : 19 * Opportunity AddRelatedOrder : 21 * Opportunity AddRelatedQuote : 22 * Opportunity AddRelatedInvoice : 23 * Quote CreateRevision : 24 * Quote CloseQuote : 25 * Order CancelOrder : 26 * Invoice Close : 27 * Quote GetProducts : 28 * Quote Activate : 29 * Email ReplyAll : 30 * Contract Hold : 31 * Contract ReleaseHold : 32 * Contract Cancel : 33 * Contract Renew : 34 * Product ConvertToKit : 35 * Product ConvertFromKit : 36 * ContractDetail Cancel : 37 * Contract Invoice : 38 * Contract Clone : 39 * Incident Cancel : 40 * Email Assign : 41 * Change SalesStage : 42 * SalesOrder GetProducts : 43 * InvoiceGetProducts : 44 * TemplateMakeOrgAvailable : 45 * TemplateMakeOrgUnavailable : 46 * Assign : 47 * IncidentAssignToUser : 49 * OrderLock : 50 * OrderUnlock : 51 * InvoiceLock : 52 * InvoiceUnlock : 53 * ConvertResponse : 54 * ReportMakeOrgAvailable : 60 * ReportMakeOrgUnavailable : 61 * WorkflowAddCheckStep : 62 * WorkflowUpdateCondition : 63 * WorkflowCreateAction : 64 * SendInvite : 65 * WorkflowAddElseIfStep : 66 * WorkflowAddElseStep : 67 * WorkflowDeleteStep : 68 Example Usage : if(event.Mode == 5) //deactivation { // Do some custom logic here } If you dont know which action triggered the event, you can use the following line in the onSave event of the form to find out : alert(event.Mode); Hide	Rakesh agarwal

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