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How: Accounts AND Opportunities in same table? (perhaps combined Pivot table...

Hey Guys,I'm being driven nuts trying to achieve what sounds like a simple task but I just can't seem to get the data right to graph this properly. Essentially, I'm looking to produce a document which...

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CRM Workflow Paused: Cannot update parties unless email is in draft status

Hi All,I badly needed help right now, there's a workflow that will send email to a CRM user and then create a task to a specific user after the task has been marked as completed. The problem is that...

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CRM Online export to excel issue with excel 2013

When data is exported from Dynamics CRM online to excel as 'Static worksheet with records from all pages in the current view' and with the option 'Make this data available for re-importing by including...

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Don't know how to setup BU and teams, do you have illustrated documents?

Hello,I already readed documentation about setting up Business Units, Teams, and security roles. It's more or less ok.But how to proceed when you don't know how your company is organised, working...

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Auto Number Generation

Hello!!!My client is looking for auto number generation plugin, such that all the below requirement r captured:1. It should work on multiple form, system & custom form.2. Restart the auto number...

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Mapping in Native N:N relationship

Hi, I have 2 custom entities which are connected with native N:N relationship. Can I map datas from the one entity to another, if yes how?  Thanks in advance.

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How to generate entity attribute logical names with crmsvcutil.exe?

I am currently using the base crmsvcutil to generate the entity classes from our CRM instance, but I would like to have a way to generate the attribute logical names as properties or something similar...

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Using CRm for internal service (support)

We use CRm to manage the customer service calls etc and are looking to expand this to our internal staff.Some staff already have CRM user accounts and we have enough for all staff.Should we configure...

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How do I create checkboxes on forms in Microsoft Dynamics CRM 2011?

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Force zoom level to 'Page Width' in SSRS report displayed in a Dashboard...

So I have created a SSRS Report that I created that I will only need to be viewed by Sales Managers. The ideal result would have the zoom level set to Page Width so that the formatting will display...

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Process set up

HiCan you set up more than one sales process in CRM online and assign them to different teams or individuals? For example, an experienced salesperson may have a different process to follow compared to...

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Unable to connect a crm2011 server with Default_Client_Config.xml

I want to configure MS Outlook 2010 automatically in silent with the Default_Client_Config.xmlBut when I run the commands in Command Prompt like this: "C:\Program Files (x86)\Microsoft Dynamics...

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CRM 2011 online custom workflow execute only for 2 Minutes

hi,I had written a custom workflow to update Account Records(5000+) in CRM,while it is working fine in onpremisewhen am testing for online CRM am getting following ExceptionThe plug-in execution failed...

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Dynamics Limitations in Online vs On Premise version

Does anyone have a good site that breaks down the difference between online and on premise versions of dynamics 2011.  I am finding that I am limited to certain things when using the on line version...

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Deleting the CRM Tag from the Subject Line in Outlook

I noticed an ealier post that indicated how to remove the CRM tag number in the subject line of emails.  It appears that the answer works for the CRM online component.  I cant seem to find the steps to...

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Best Practices for Pre-Filters v. Fetchxml Query Filter Conditions

Greetings.Are there best practices for determining whether a custom CRM report should include pre-filtering or not, and whether filtering should be done through pre-filtering or by hard-coding the...

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Auto generating text into an word doc using a workflow.

Can anyone tell me how to generate data from an entity to a word document through a workflow.  Example.  I have a word document a client wants to use as a template.  So when I create a work flow I need...

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Social Feed annoyance

Does anybody else find it particularly annoying that activities and notes don't show on the same feed? All of our staff keep missing important information because notes are not shown on the "front...

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CRM Dynamics 2011 silent install issue.

Hello,I'm trying to deploy CRM Dynamics 2011 on a Windows7 32bit machine, using SCCM 2007.The commandline used is:"SetupClient.exe" /config "Default_Client_Config.xml" REBOOT=ReallySuppress ALLOWRUN=1...

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Docusign with 365

I am currently using Office 365 with outlook 365.  I have my Dynamics running in outlook 365.  I am finding that some plugins are not working such as Docusign and Automerge.  Has anyone else...

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