Why do I receive the message: "An error has occurred. For more information, contact your system administrator" when I am creating duplicate-detection rules, running duplicate detection, importing records, or saving data maps?
Some Microsoft Internet Explorer add-ons can interfere with creating duplicate-detection rules, running duplicate detection jobs, importing records, and saving data maps.
To see whether Internet Explorer is the cause of the error, try disabling Internet Explorer add-ons, one at a time:
On the Internet Explorer Tools menu, click Manage Add-ons, select an add-on, and then select Disable.
Retry the task that generated the error message. If you get the same error, enable the add-on that you previously disabled, and then try disabling a different add-on.
Repeat this process for all enabled add-ons until you find the one that must be disabled.
Related Topics
Work with Imports
Work with Duplicate-detection Jobs
Configuring the Application – Troubleshooting
After I modify a security role, why does an entity disappear?
A security role must have the Read privilege for an entity in order for it to appear anywhere in the application.
If an entity is no longer visible to a user, make sure the security role includes Read privilege for the entity.
Related Topics
Troubleshooting
Work with Security Roles
Controlling Data Access
Can I make a record private?
A record is private only if all security roles only include the Read privilege at the User for the record type, and if the record has not been shared.
For example, by default, all security roles include the Read privilege at the Organization level for contacts, accounts, and activities, so unless security roles have been customized in your organization, account, contact, and activity records are not private.
A user cannot reduce privileges that are granted in security roles.
Related Topics
Troubleshooting
Work with Security Roles
Controlling Data Access
Sending E-mail Messages – Troubleshooting
When I send an e-mail message to someone in my organization, why are two
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e-mail activities created?
Microsoft Dynamics CRM is designed to create multiple e-mail activities for e-mail messages sent to users inside your organization, one activity for the person creating the e-mail activity and one activity for every recipient. You can turn off this feature.
1. In the Navigation Pane, click Settings, click Administration, and then click System Settings.
2. On the E-mail tab, clear the Track e-mails sent between CRM users as two activities check box.
3. Click OK.
Related Topics
Doing CRM Work in Outlook
Synchronizing Information
What are the extra numbers in the Subject line of my e-mail messages and how do I get rid of them?
The tracking token, which appears as a series of numbers and letters after the subject line of outgoing e-mail messages, is used to improve automatic linking of records between Microsoft Dynamics CRM for Outlook and
Microsoft Dynamics CRM. When used, it is generated automatically and cannot be removed from existing e-mail messages.
If you do not want the token to appear in future messages, you have the following options.
Turn off the tracking token for the entire system.
This option is set in the System Settings area. If you do not want to lose the functionality provided by the tracking token, you can shorten the tag by editing the auto-numbering options for the tracking token on the E-
mail tab of the System Settings dialog box.
More information: Manage System Settings
Turn off the tracking token as mentioned, and for individual users, accept all incoming e-mail messages as
Microsoft Dynamics CRM activities. This does not enable the marketing features. This option is set in your
Personal Options.
More information: Set Personal Options
Related Topics
Troubleshooting
Doing CRM Work in Outlook
Work with Subjects
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Why do some e-mail addresses in the Send or From lines appear in red text?
A red e-mail address and the Unresolved Address button indicates that the address does not match any record in Microsoft Dynamics CRM. There are several reasons why an e-mail address can be in this state:
The e-mail address is not in Microsoft Dynamics CRM.
When you resolve the address, you can create a new account, contact, or lead with that e-mail address.
New users need to be added by the system administrator before they can be resolved to the address.
The e-mail address is used by more than one record, for example, for both a contact and a
user.
Microsoft Dynamics CRM is unable to determine which account to associate with the activity. When you resolve the address, you can select the appropriate account, contact, lead, or user.
The address was not included in your Microsoft Dynamics CRM Address Book. To see what addresses are being reconciled and synchronized, in the Set Personal Options dialog box, click the
Address Book tab.
To resolve an address, open the e-mail activity record and then double-click the address. The Resolve Address dialog box opens.
Related Topics
Troubleshooting
Using Microsoft Dynamics CRM for Outlook - Troubleshooting
Send Direct E-mail to Customers
Managing E-mail Activities
Why aren't my e-mail messages being tracked?
Not all e-mail messages are tracked automatically. Which e-mail messages are tracked is set in the Set Personal
Options dialog box. You can choose to track all e-mail messages, only messages from Microsoft Dynamics CRM leads, contacts, or accounts, or only messages that are in response to tracked messages.
More information: Set Personal Options
Related Topic
Troubleshooting
Why are my e-mail messages not being sent or received?
You may not have your incoming and outgoing e-mail configurations set correctly. Verify your settings and e-mail address in your user record. If you do not have permission to change your user record, contact your system administrator.
More information: Work with Your User Record and Work Hours, Set Personal Options
Related Topics
Troubleshooting
Work with Your User Record and Work Hours
Set Personal Options
Sending E-mail Messages - Troubleshooting
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