Why are some areas or features missing in my Microsoft Dynamics CRM for Outlook folders?
If you are offline, some data, areas, and features are not available to you. You can tell if you are offline if any of the following appear in your Microsoft Dynamics CRM for Microsoft Office Outlook :
The Windows notification area displays the Microsoft Dynamics CRM for Outlook offline icon .
The Microsoft Dynamics CRM toolbar displays the Go Online button.
The Microsoft Dynamics CRM menu bar displays the the Go Online option.
If you are offline, you can go back online by clicking the Go Online button. You can set up local data groups to define what data you take offline.
More information: Working Offline
You may not have permissions to access specific areas or features. Contact your system administrator.
Why can't I view my Microsoft Dynamics CRM calendars in Outlook?
If you are offline, the Service calendar is not available in Microsoft Dynamics CRM for Microsoft Office Outlook.
If you are in Microsoft Dynamics CRM for Microsoft Office Outlook, the Workplace calendar is not available, unless the Site Map has been customized.
If you cannot view the Service calendar, you do not have the Read privilege for the Service record type. This might be because you have custom or edited security roles. The Read privilege for the Service record type is included in all the default security roles available in Microsoft Dynamics CRM.
To make the calendar visible for users with a specific security role, click Settings, click Security Roles. Open the security role. On the Service Management tab, for the Service record type, add the Read privilege.
Entering Data – Troubleshooting
How do I copy a record?
It is not possible to copy a record.
Tip
If you need to add multiple records with similar data, you can save time by using the Import Data Wizard:
1. Create an Advanced Find search that includes all the columns that have data for the record, and displays any records that you want to use as original records for copying.
2. Export the results of the Advanced Find search into a Microsoft Office Excel worksheet.
3. In the worksheet, copy the row as needed, and edit the new rows.
4. Save the worksheet as a comma-separated values file.
5. Import the records.
Related Topics
Troubleshooting
Work with Imports
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Importing Data
How do I link address information between accounts and contacts?
If you use a link from the Details area of one record to create a related record, address fields are mapped. In this case, information from the open record populates the new record. For example, a new record created by either of the following actions includes address data from the first record:
From an open contact record, click Sub-Contacts, and then click New Contact.
From an open account record, click Sub-Accounts, and then click New Account. Alternatively, click
Contacts, and then click New Contact.
If you create a new account or contact record in any other way, address data is not mapped.
Related Topics
Troubleshooting
Work with Accounts
Work with Contacts
Managing Accounts and Contacts
What if there isn't a field for information I need to enter?
If the data you want to track doesn't match the fields on a form, ask your system administrator or system customizer to customize the form.
They can make the following changes to forms:
Remove fields you don't need.
Add new fields.
Change the order in which fields appear to match the order in which you enter data.
Change the tab order of fields to match the order in which you enter data.
Change the values listed, or the default value, for drop-down fields.
Related Topics
Troubleshooting
Requesting User Interface Changes
Customizing Entities
Work with Entities
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What if I need new options in a drop-down list?
If the value you need is not in a list, such as the subject list or the reasons for closing a record, lead sources, or industry types, ask your system administrator or system customizer to customize the list.
They can make the following changes to lists:
Remove values that are not needed.
Add new values.
Change the order in which the values are displayed.
Set or change the default value for the list.
Remove the default value requirement.
Related Topics
Troubleshooting
Requesting User Interface Changes
Customizing Entities
Work with Entities
Controlling Data Access
How do I change the default value for a field?
Two types of fields can have default values: Boolean (bit) fields and drop-down (picklist) lists. Contact your system administrator or system customizer with your suggestion for changing a default value.
If you want default values in other types of fields, your system administrator or system customizer can add onLoad events to the field. More information: Form Scripting
Related Topics
Troubleshooting
Requesting User Interface Changes
Form Scripting
Why do I get a "No resources selected for this activity" message when I create an appointment or activity?
This error occurs if you have not selected a required resource for a service activity or appointment while creating the activity. You can continue to save the activity.
If the service activity or appointment is for your own use, be sure to add yourself as a resource, or the activity will not appear on your Workplace calendar, but will appear in the Service calendar. If you are using Microsoft Dynamics CRM for Microsoft Office Outlook and do not select yourself as a resource, the appointment or service activity will not synchronize with your Outlook calendar.
Related Topics
Troubleshooting
Working with Appointments
Booking Service Activities in the Service Calendar
448 Microsoft Dynamics CRM 4.0 User’s Guide
What does the message mean that I get when I create or schedule a service activity?
There are several messages that you might receive while creating or editing a service activity. These are usually related to the lack of availability of resources for the service activity.
The resources available for the selected dates or times do not meet the minimum resource
requirements for this service.
There are not any resources available to perform this service. If you have selected a specific time or date or range of times and dates, there may be no resources scheduled during that time. Remove those criteria and try again. If you continue to see this message, ask your system administrator to confirm that resources have been assigned to perform the service.
Service Selection Rules for the required resource (user name) cannot be met. To see selection
rules, open the record for this service.
The resource requested does not meet the minimum requirements of the service, for example, the resource may not be part of a defined resource group for the service. Remove or select another resource from the search query and try again. If you continue to see this message, ask your system administrator to confirm that resources have been assigned to perform the service.
No results found. Try choosing different dates or letting the system choose your resources
automatically.
If you continue to see this message, ask your system administrator to confirm that resources have been assigned to perform the service.
Related Topics
Troubleshooting
Scheduling Users and Other Resources
Entering Data - Troubleshooting
Why does the contract that I created to track cases and activities by minutes track by the number of cases instead?
There are two types of allotment types, one tracks the number of cases opened per contract and the other tracks by total minutes spent on activities for the case. First, verify that the contract template used to create the contract has the correct allotment type. If not, you will need to cancel the contract and create a new one that uses a contract template with the correct allotment type.
This issue can also occur if the contract was created from the related records for an account. When the contract is created, the system can associate only one record with the contract, which is the account. The contract template is lost. If this occurs, recreate the contract from the Contracts list in the Service area, and then re-associate any cases or activities.
Related Topics
Troubleshooting
Creating Contract Templates
Microsoft Dynamics CRM 4.0 User’s Guide 449
