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Exporting data

Hi. I am a newby on dynamics. I need to export data from een specific view. I can't find the export feature. Could you please help me out?Richard, Amsterdam

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Changing overview screens

Hi,How can I change the fields on the screens where Dynamics gives you an overview of all accounts. For example. Now contacts only show name & phone. But I want to add e-mailadress and a view other...

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CRM Trainings

I would like to know about the relevance and order for this trainings. or if is one of this trainings are not important or relevant so i can take it later...8913B Applications in Microsoft Dynamics CRM...

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Dynamics CRM Versions.

Hi, i would like to know, if i take the CRM 4.0 training , i will be able to use most of the functions of Dynamics CRM 2011, because i was not able to find a CRM 2011 training in my country.

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CRM Disconnected

I support a MS CRM 2011 on-premise installation with approximately 20-25 users.  I have one workstation/user whose Client for MS Outlook will not connect to our server.  He can move to another...

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login error

While login i am getting an error like this " unexpected error try it again and again if the same problem exist ,contact Microsoft Administrator Support"

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[HTTP Error 404.15]: when trying to login to CRM 2011

Hi,When i try login in CRM 2011, irrespective of user, it shows me below error:"HTTP ERROR 404.15"THE REQUEST FILTERING MODULE IS NOT CONFIGURED TO DENY A REQUEST WHERE THE QUERY STRING IS TOO...

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Our hosted customized instance of CRM has changed today and each user is...

Thank you

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Emails

There seems to be some questions floating around about emails etc today and while taking a look at workflows it has a highlighted a problem I'm running into.I am trying to set up a workflow which will...

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Modifying Outlook Sync filters for all users

Does anybody know of a tool that I can use to set the Sync Filters for all CRM Users?I was looking into this one: crm2011ldgmanager.codeplex.com but it appears it doesn't work for CRM Online.If you...

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Email Reply Button click

Hello Everybody,I have a cutom field in EMAIL Activity Entity, whenever the email status reason equals to received, I want to reply for existing email. After clicking on reply button in email form new...

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Receivables Aging and Invoicing

Is receivables aging and invoicing handled directly in GP? We are a non profit concern and in most cases have installment based commitments received from our donors. I am not sure how this should be...

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Customized Page

Hello all,As i am new to CRM ,i Just want to know when we create any new field in any form ,can we link that field to the web page.

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Lead back to opportunity

How do you move an opportunity back to a lead if it was accidentally qualified  

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Track Leads from Partners

Hi, I'm wondering if anyone ever needed to track Leads from Distributors as a means of measuring Distributor performance?  What would the least invasive way of implementing this be?Thanks in advance.

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Duplication Detection automatically delete

I have a Duplication Detection Rule setup, to remove some duplicated activities that can be created. Is it possible to run this from a workflow or call it from somewhere else to run?

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Outlook errors after CRM plugin (CRM 2011) All Rollups

We have two users that keep experiencing outlook crashing.  We have done everything we can think of. They have all the rollups, all windows updates, we have reconfigured CRM, they aren't running...

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How can I get a hold of the backend data?

Hi everyone...We're on CRM Online 2011 RU12. We want our data, so we can check it against the original import that was run. Does anyone know what the procedure for grabbing the entire sql database is...

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Getting the username in crm 2011

how to Write the javascript function for getting the username(not a owner) in crm 2011.

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CRM online reminder

Hello folks,I know there is no support for reminders in the web version, and I really hate the dependency on outlook.my question is, does anyone here know of any plug-in/add-on available to purchase...

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