We are using Microsoft Dynamics CRM 2013, Currently the email we are getting after running duplicate detection job contains link which is not working. If we copy the link into address bar it works, but tried to open the link by clicking on it then gives an error message.
Please check Email Templates with Advanced Find for the "Duplicate Detection Task Completion Template" System Job template. It has the URL hardcoded in.
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I've been trying to activate my add-in when the user open his email so I can analyze it. I found one example in on add-in from another company (Retruster). The issue I didn't found way to reproduce the action. Someone knows how to reproduce this event? Because I just found when sending a message.
The labels shown on the YouTube video are categories set on emails. They can be set on the Exchange server side when your message arrives without any add-in involved. Remember, add-in activation rules are described in the manifest file - it can be regex filters, known entities etc. Read more about them in the Activation rules for contextual Outlook add-ins article.
The add-in starts working when the user clicks on the ribbon button.
I wanted to check if the user installed my outlook add in .Is there any event triggered when the installation happens?
Do we have any provision to add an end point in manifest file!
There is no specific events for that. You can check a new installation in your add-in's code at first launch and report back to the server. You can also use analytics info from the seller dashboard, see New Office Add-ins Analytics Report in Universal Store Dev Center and Seller Dashboard for more information.
I'm trying to customise the Service Activity entity which appears on the Service Calendar in Dynamics CRM 2013.
When I open a Solution and click Add Existing, I can see the entity in the list, but when I click Ok I receive a generic error message "An error has occurred.."
There is no JS appearing in the browser console, nothing in the System Log, and nothing in the CRM log. I've tried this on two separate CRM instances.
I'm beginning to think the entity falls into the "you cannot customise this prebuilt MS entity" category, but I cannot find any MS documentation to support this view.
Has anyone been able to customise the entity? And is there any other log location I should be checking?
I would bet you are using Chrome or Firefox and not Internet Explorer. Will you give it a try in IE?
As a rule of thumb, I only do customizations in IE... unless they don't work in IE, and then I resort to Chrome :)
I have installed on premise Dynamics CRM 2013 but i can't see the create button. I can add contacts , accounts but i do not see the New, Delete, Copy a Link, Run Report command bar.
Do i need to do some settings?
Below is the image attach the menu which i can not see.
This i am able to see in the online CRM. Am i missing something.
FYI i am new to CRM so must this question is very very basic.
This looks like a Security Role issue. Please check the Security Role(s) for the user in question.
Error: cannot load crm when trying to view crm records for contact/accounts in outlook 2010
EDIT: I found out that this problem occurred because of the selected language by the user. Now i still have to find out how to solve this problem so that the user can keep his language.
Original question:
A customer of our company recent did the migration from CRM 4.0 to CRM 2011. First everything worked perfect but after a few days, one of the crm users could not see the records for accounts and contacts in his outlook client. A few days later, another user noticed the same error.
When they try to view the records for certain entities. No records are shown in de window. Only a message: "CRM cannot be loaded" (translated from dutch, i don't know the exact message in english).
Other entity records are shown perfect.
They tried already reinstalling the outlook client en reconfigureing there organisation in outlook.
When i open their organistation in my outlook, everything works just fine.
They are using outlook 2010 and me too.
Any help would be very appreciated.
Thanks!
EDIT: When i login in outlook crm with his user, i have the same problem. So it's user specific problem. Both users have the system administrator role.
Maybe there is some issues with the language used by the specific user? I earlier had a similar problem with an installation where English was used as base language - and the Norwegian language pack added later. Try to switch to English for the user who experiences these problems. If it helps you have a little translating to do.