Archive

Archive for June 5th, 2012

MS CRM 2011 Rollup Error Occurred On Goal

June 5th, 2012 DynamicsMSCRM Comments off

A very complex error that indicated something very simple in this instance, the Goal Manager (Owner) had been diabled.

The system could not log you on. This could be because your user record of the business unit you belong to has been diabled in Microsoft Dynamics CRM.

Try this action again. If the problem continues, check with Microsoft Dynamics CRM Community for solutions or contact your organization’s Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.

Rollup error occurred for the goal.

  • Share/Bookmark
Categories: Uncategorized Tags:

MS CRM 2011 Import Wizard, modify lookup reference

June 5th, 2012 DynamicsMSCRM Comments off

At times when using the Import Wizard it may be necessary to modify the lookup reference when importing data to a parent or related record. Using the view below we can modify the lookup reference for the data by changing the values in the lookup field. The new lookup value do not have to be a lookup field and can instead be a text value.

In the example below we will be removing the check next to the Primary Key and the Account Name field and substituting another field.

https://lh3.googleusercontent.com/-mmJuUD97k34/T84YIGVMWuI/AAAAAAAAGtY/1bL2HkywuY4/s576/Lookup%2520Reference.jpg

Sourced From: Leon’s CRM Musings

  • Share/Bookmark
Categories: Uncategorized Tags: