Emailing from CRM 4.0
We are having issues getting users adopted to emailing from within CRM they still prefer to use the Outlook interface. This is ok but they then cannot be bothered to set-up the contact in crm and then...
View Articletool for manage optionset values
For manage optionset (import from csv and excel files) normally I use this tool:CrmXpress OptionSet Manager For Microsoft Dynamics CRM 2011But I have problem to connect to some enviroments.There are...
View ArticleMS Dynamics and Quickbooks Integration UK
I am looking for an application to integrate MS Dynamics Online with Quickbooks. We are a UK based company and have not found a suitable application for this.Can anyone recommend a suitable app.
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CRM – SharePoint Integration – Upload Multiple Documents menu item missing
We are using the CRM to SharePoint integration to display quote documents that reside in SharePoint in CRM. When viewing the SharePoint point document library within CRM under the Upload option most...
View ArticleParent/Sub-Account Ownership (Relationship)
When re-assigning the Owner of an Account, I've noticed the sub-account also inherits this change. Is this by design? Is it configurable? I can think of cases where this would not be practical.
View ArticleSyncing custom list between SharePoint and CRM Online
We use all Office 365 solutions. I have a contact list in SharePoint that the client connects to in Outlook to manage all their contacts. We are getting them started with CRM Online. I need the...
View ArticleReporting on Multiple Competitors
I would like to create a report that displays all open opportunities as well as all competitors set against the open opportunity. I am running into an issue with open opportunities with multiple...
View ArticleUpdating the CRM Client
All,We are currently in the process of updating the CRM clients on our users PC's to UR11 (Our CRM server is only on UR11)I have been told that any Client with a UR of less than 6 cannot be updated...
View ArticleIndividually edit multiple records on one form
I'm trying to track payments made and payments due on a contract. I intend to use a custom contract entity because the built MS service/warranty style contract doesn't really apply very well.This is...
View ArticleWhat are some options to sync Mobile, Outlook and CRM Dynamics Apps and...
I'm hesitant to identify CRM as my master database as it feels like the most difficult app to add and maintain contacts. I do not use Exchange. I have over 8,000 contacts.
View ArticleDistribute Appointment via Campaign: Nothing happens
We had an Event recently, and we want to update all the Attendees' Contact Records (Communications section) with an Appointment to show that they did actually attend (and weren't just invited).We tried...
View ArticleHow to Start Microsoft Dynamic CRM?
Hi, i'm new to microsoft dynamics crm. how to start dynamics CRM?.
View ArticleCreateing alerts
Hello, I would like to send my user an email when the contract end date is 30 days out. How can I do that?
View ArticleImporting marketing lists as leads
Hi there,I have a number of marketing lists that I'm trying to import into Microsoft Dynamics. These lists are only email addresses, so I'm importing as Leads. In addition to adding to the marketing...
View Articledefault handling of new crm entity fields?
Hello - How does CRM handle new entity fields? For example, if I open Contact in Customizations and add a new field does CRM automatically create a ContactExtensionBase table?Does CRM follow this...
View ArticleAccess Denied trying to connect Outlook CRM to Dynamics CRM
HiWe are a Microsoft Partner with an Office365 E3 subscription and a Dynamics CRM partners trial. I am a global administrator for Office365.Dynamics CRM launches fine from within Office365, I can see...
View ArticleWe're growing - how do I add licenses
Currently have CRM 2011 Workgroup and we are hiring several more people and I need to get to 7 - 8 seats. Currently workgroup is limited to 5. What is the process to add more seats?Thanks,Gary
View ArticleCannot add server in existing deployment: Requested value 'Geo' was not found.
Hello,we have two healthy CRM 2011 UR13 server on an SQL2008R2 cluster back-end.When attempting to install 3rd server, we had to bypass key and db version checks with registry entry decribed in the...
View ArticleInactive records detected as duplicate during import
I've just run a few imports (contacts) and some of the records failed because a duplicate record for the parent account was found. Looking into it, these records were duplicates but were merged during...
View ArticleDynamic xlsb to Excel 2003
Hi all, I am a newbie for Dynamic CRM system. We currently export the data to a dynamic xlsb file from the Dynamic CRM system. However, the users are using excel 2003. I wonder what's the best way...
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