Mass contact deletion
Hello,While recently doing some outbound emails using Eloqua, we found that a large number of contacts in crm are now not valid. I was wondering if there was any way to import this list from excel, in...
View ArticleNeed Sales and services documentation
Hi, I'm a new user of Dynamics CRM and I need user guide about sales and service in Dynamics CRM. If I can get it in french it will be well but If it can also be in English.
View ArticleHas anyone ever tried to add additional tabs to a dashboard?
Has anyone ever tried to add additional tabs to a dashboard by altering the XML?
View ArticleSet Regarding only limited to entities, and not Activities?
When I click the lookup on the Regarding field in a Custom Activity I see that I can only select entities from the list. I guess there is no way to relate two Activities to each other?
View ArticleMS CRM 2011 online Report time out
we have created the Custom SSRS Report.this report runs on selected records. every thing working fine. problem: the report running perfectly when we select 40 records. if we select more than 40...
View ArticleCRM for Outlook is failed
Hello Friends,When i am installing crm for outlook,I am getting some kind of error like "Installation failed,SQL Server compact Service pack 3.5 is failed....bla bla"What will be the reason for this...
View ArticleActivity Feed Rules (Custom Entity)?
I'm looking to add some rules to update the Activity Feed based on changes made to a custom entity, however I see no way of doing this i.e. There is no 'New' button in the Activity Rules view ribbon....
View ArticleActivities/ Tasks for CRM outlook
Is there a way in which you can set reminders to go off for tasks that have been assigned to other users? It appears that I can only set a reminder for appointments and my own tasks- but as soon as...
View ArticleCRM OFFLINE
We have a user who is continually plagued by CRM Offline issues. The first time she had issues, we removed the application and reloaded. She is located in France and goes offline daily because she said...
View ArticleTracking Emails/ Outlook through to CRM
So where are the emails visible in CRM when you have tracked them through out look. Even when the regarding field has been linked through to a particular account. I cannot see where the email is...
View ArticleWhat are the main differences in pricing and licensing between Microsoft...
We're in the late stages of our project here in the UK and we're hoping to rollout in a few months; we're trying to decide on the pros and cons of each (CRM Online/Microsoft Partner) before we start...
View ArticleSingle sign on with old system
Hi, I am facing such a case. My customer has an old system with an oracle database. Clients login into the system with user id and password in database’s user table.And now they want to import Dcrm2011...
View ArticleNTLM Transport authentication
Hi there,Is there a way to set up Dynamics CRM 2011 to user NTLM authentication over transport security.The default set up seems to be using NTLM/Kerberos but over Message security.If it is possible...
View ArticleImporting Data from Outlook
I am a partner and have a client that would want to import his contact groups across to CRM - how would they separate out as individual contacts. He sends email merges out to these group - would this...
View ArticleUR 13 hyperlink field issue?
Has anyone noticed what seems to be a bug post UR 13 wherein clicking on a hyperlink field on entity from a list view opens a browser window with a malformed web address, but clicking the link on the...
View ArticleCalendar Missing in CRM : Office 365 Cloud
Dear Forum Members:I cannot see my necessary tools / icons in CRM > Workplace > My Work dashboard.For example, Calendar, Queues, Imports, Reports, are all missing under the My Work dashboard in...
View ArticleError while changing SQL Server\Instance for CRM organization
Hi,I have disabled org for which I want to change SQL Server instance, then I went to edit organization wizard. I putted up the new Server report services URL, and mentioned new SQL Server in the...
View ArticleSign Out Screen
Is there a way to redirect the sign out button back to the sign in page?When you click on "sign out" it takes you to the page that says "you have signed out" but it would be nice if it could...
View ArticleIssues after CRM installation in Server 2012
I've worked out all the bugs in the installation, but now that it's all installed, CRM comes up and tells me three things:1. Despite having installed the Reporting Extensions from the...
View ArticleHow to convert an outlook contact to lead in crm 2013
Can't find a way to convert an outlook contact.The only way seems to re-type all the information in the lead form.I have a sales rep profile.
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