Troubleshooting general issues in Microsoft Dynamics CRM 3.0

Customers and partners can add suggestions for product features or vote for the suggestions of others on the Microsoft Dynamics CRM Web site. Supported ideas rank higher in the rating system used by the Microsoft Dynamics CRM team when considering product enhancements.

Please go to the Microsoft Dynamics CRM: Make a suggestion/search page, and either add to or vote for this suggestion to be sure our product planning team has this information to consider for future releases.

When you visit a Web page that uses a custom pop-up object, as Microsoft Dynamics CRM does, Microsoft Internet Explorer 6 closes unexpectedly. This problem occurs after you install security update 918899 on a computer that is running Microsoft Windows XP Service Pack 2 (SP2) or Microsoft Windows Server 2003 Service Pack 1 (SP1).

An update to Internet Explorer 6 is available to resolve this problem. To download the update, see the Microsoft Knowledge Base article, “When you visit a Web page that uses a custom pop-up object, Internet Explorer 6 closes unexpectedly”.

This is a known problem. For a hotfix, see Microsoft Knowledge Base article 913418, “An export of marketing list members is not filtered by the current marketing list when you use the "Export to an Excel worksheet" feature in Microsoft Dynamics CRM 3.0”.

Microsoft Dynamics CRM doesn't have a separate password. Your permissions are determined by your network account and password.

To use some features, you must have specific privileges. These privileges are based on your security role, and on whether you own the record you are trying to modify. To check your permissions for a specific record, open the record, and then on the File menu, click Properties.

If your security role does not let you do a task you have to do, talk to your manager or system administrator. To learn more about security roles, privileges, and access levels, read the Help topic, “Setting Security Roles, Privileges, and Access Levels.”

At the bottom of that Help topic, in the Related Topics area, there is a link to the topic “Create or edit a security role,” which explains step-by-step how to modify security roles.

For more information about the security roles you need to perform tasks and view parts of the user interface, see “Why can’t I access some features or areas?”

In this version of Microsoft Dynamics CRM, you cannot add attachments to these items.

You can attach files of any type to records that allow attachments. However, there is a size limitation. Attached files must be less than 5 megabytes (MB). Your system administrator can increase the limit by changing a registry setting on the computer running Microsoft Dynamics CRM.

Subjects in the Subject drop-down lists were created by your system administrator or system customizer. If you need additional subjects added to the list, contact your system administrator.

In addition to having WRITE access to opportunities, you also need to have READ access to quotes that do not belong to you.

To understand security roles, privileges, and access levels, read the online Help topic, “Setting Security Roles, Privileges, and Access Levels.”

At the bottom of the Help topic, in the Related Topics area, there is a link to the topic “Create or edit a security role,” which explains step-by-step how to modify roles.

Sometimes it is necessary to have more privileges than might seem necessary to perform a given action. For example, if a security role has Create and Read privileges for accounts, a user with that security role can create an account record but cannot assign it to another user unless the security roles also include the Assign privilege for accounts. In addition, the person to whom the account is assigned must also have the Read privilege for accounts.

The following list shows the privileges required for each action:

For information about how security roles and privileges control what you can do in Microsoft Dynamics CRM, refer to the “Setting Security Roles, Privileges, and Access Levels” topic in the Microsoft Dynamics CRM Help.

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 with the correct contract type.

This issue can also occur if the contract was created from the related records for an account. When the contract was created, the system can only associate 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 reassociate any cases or activities.

You cannot create recurring appointments or service activities in Microsoft Dynamics CRM. Appointments and service activities are created one at a time. If a recurring appointment is created in Microsoft Dynamics CRM client for Microsoft Office Outlook, the recurrence will be lost after synchronization with Microsoft Dynamics CRM.

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 the Microsoft Dynamics CRM client for Outlook and do not select yourself as a resource, the appointment or service activity will not synchronize with your Outlook calendar.

There are several messages that you might receive while creating or editing a service activity. These are usually related to the lack of availablility of resources for the service activity.