Hi All,
I am relatively new to Microsoft CRM and being assigned to perform a migration job that may consists few hundred lines of data (some transactions). May i know if there's any other quicker and more efficient way to perform such migration, other than using the xml upload method?
Kindly advice.
Regards,
Kinki
Hi Everyone,
Is there an equivalent for the old MSSP accelerator for the latest version of CRM Online?
what is the process to get dynamic CRM 2013 product key?
Hello,
I have seen in a video on this site talking about marketing pilot in CRM Online, is it an extra tool to install or plug in to activate?
While exploring the video I have seen that with it you have ready template to build news documents to be send for marketing.
Today we are builing our news document in words and convert to PDF and then attached to email, which is a rough process sometimes. is there a way to do that directly in CRm by building easily HTML news forms for instance?
Thnaks for advise
reagrds
Hi there,
I am facing a strange issue where a mail merge is sent from MS CRM 2011. An attachment (PDF) is included with the mail merge. The attachment has a simple file name e.g. 'report 2013.pdf'.
A reply was received to this e-mail (it was actually forwarded on to the original sender to be precise), and the conversation was tracked in CRM. The reply contained the original attachment with a strange difference: the attachment file name had been changed to include the full path containing back slashes and white space replaced by underscores e.g.
__network home drive_some_sub_folder_report 2013.pdf
It is important to note that this is the path of the file on the originating file system (i.e. where the e-mail was first created using mail merge).
Anyone any idea what is going on here?
Thanks
Martijn
I'm running Microsoft Dynamics CRM Online Fall '13 (6.0.1.462) over Internet Explorer 8 in Windows 2008 R2 SP1. When I attempt to use the Date Picker control in the "Advanced Find" function, I'm unable to choose the date. I can enter a date manually, however.
Note that I've been able to reproduce the problem using Compatibility Mode, and in both x86 and x64 versions of IE. I've also downloaded and registered the MS common ActiveX controls (mscomct2.ocx, MSCOMCTL.OCX) in both \System32 and \SysWOW64. I'm unable to reproduce the issue in Google Chrome.
Steps to reproduce the problem:
Any assistance would be greatly appreciated. Thank you.
I have created one dashboard...how do I copy and then modify for a second dashboard?
when you create new entities and view them on the ribbon bar, they are always green. Is there any way to change these to different colours?
In CRM 2013 one of the limitations for tablets is the Service Activities and the service calendar. Does anybody know another app or enhanced app or workaround to be able to see service activities and service calendar in iPad tablets?
Thanks in advance.
Hi
How do you associate a marketing campaign with an opportunity? i.e. can you generate a list of all opportunities associated with a given campaign in CRM 2013.
Thank you.
I have an Opportunity that has a checkbox "Create Order" when the value is "YES" and the Status Reason is "Won" then it should create an ORDER.
All said all done, but the problem is, my Opportunity has Products. When i create an Order (automatically by Workflow) My order does not have any products!
How can i Solve this ?
HI,
Our organisation just bought MS CRM.
Trying to create user for employees with admin user id.
I am not able to type in the user name and other fields.
Attached snap shot of the same.
Hello,
I am using Microsoft Dynamics CRM for Office 365 package. I have numerous different contacts in Outlook I would like to import to CRM, but when I try using the "Track in CRM" button in Outlook, i get the following message:
Tracked records will be synchronized when the primary owner's Outlook mailbox connects to Microsoft Dynamics CRM.
This is strange, because the contacts are created by me and I have no idea who the primary owner is if not me. I also tried importing the contacts using the wizard, but for some reason none of my contacts show up in the list when choosing the contact folder.. The Track in CRM function would be a really easy way to import contacts in the future aswell if only I was able to get it to work properly. Any solutions to this?
BR, Tomas
I have a single default SLA set up on our on-premise organization. when i do not associate business hours with the SLA my new cases are created and the relevant SLA timers are populated. When I add a simple 0800-1800 business hours schedule i get a Business Process Error with a message TimeTrackingCacheLoader encountered some errors{0}, see log for more detail. I've set up an identical SLA on an online instance and do not get the error. I'm assuming the issue is the calendar but cannot see why it is working online but not for the on-premise. Has anyone encountered this?
Hello,
After submitting a quote to a customer from CRM online, when customer response is positive then we can start working on his project and for that we validate the Quote as Won, which then create a customer Order reference with which we can settle different task to be done for the project.
In our business we are building software and on current customer order we need to track the number of hours spend on the project by each people working on it.
To do that actually we are using an Excell sheet that each developer working on the project fill up weekly. Which is not the best solution as it is not directly linke to customer order in CRm.
I was wondering if there is a way to do such thing in the sense that from customer Order we can fill up a date, developer name, number of hours spend ?
At the end we can then compare the payed hours with real working one.
Thanks for advise
regards
serge
Hi,
I'm a CRM newbie (but a veteran DBA) and I've gone through the forum and saw time and time again the advice not to use triggers on CRM.
I can understand the logic behind this, but - is there a way to implement a trigger on a base table without getting an annoying CRM application error ?
If not, what solution would you recommend on implementing a trace (to a trace table) updates in such entities as ContactExtensionBase ?
I'm creating new Views for Quotes and notice that some of the older View names are not the same and the New View name are not listed in the pull down menu
See images.
Any help would be great. Thanks
damon
I read a lot of articles on "real-time" workflows. But non-of them tells me how to manually trigger the real-time workflow.
Right now I have a real-time workflow that is triggered after a field is changed or a record is created.
But I just want to fire this workflow without changing anything.
Thank you1
When any of our users try to email directly from within Excel, Word or any other program that brings up an email window that email window does not have any of the CRM buttons? The same thing is true if you just right click on a file on your desktop and choose "Send to mail recipient".
This requires a very cumbersome work-around when we want to send a quote to a customer from within the program that created the quote or when or collections department wants to email invoices or aging reports that were generated in other programs.
Does anyone know of a "switch" that we need to set to enable this tracking feature? We are using a hosted version of CRM during an evaluation phase - could that have something to do with it? Our email goes through our own exchange server.
Thanks in advance for any thougths on the subject.
Curt Carpenter
Still running into this issue where CRM is tracking emails that have no relationship to any record in CRM. I have turned off correlation completely in System Settings and unchecked all options in the users email configuration. The only thing that is left is the Email section under the CRM/Outlook options which states 'Select the email messages to track in Microsoft Dynamics CRM' of which I have chosen 'Track: Email messages in response to CRM email' as this would seem like the most innocuous. Additionally, this option does not seem to be allowed to be disabled. This is very dangerous as highly sensitive internal emails could be visible to all members of the organization. Emails should only be able to be tracked manually.
This may affect our decision to retain Dynamics as our CRM solution.