Skype, Bing Maps and and Microsoft Dynamics CRM 2011 December 2012 Service...
I have a client that has Skype running and the Skype Click to Call add-in is enabled in Microsoft Internet Explorer. They have received the Service Update but have not installed the Product Updates...
View ArticleHow can you Host CRM for 1,000 organizations? VMs?
Hi,Has anyone tried to host Microsoft Dynamics CRM 2011 for hundreds or thousands of organizations on the same server at the same root server URL (e.g. https://*.HOSTINGFIRM.com)? If so, how have you...
View ArticleWorkflow - how to direct emails to a Job rather than a User
I have two workflows which send emails to different users according to which Subject field isselected. Currently I send the email to a user - which means when they leave I have to find every reference...
View ArticleWorkflows - delaying over the weekend
I have a couple of workflows that escalate a case to high priority three days after the Created On date. If the case is created on a Friday they are high priority by the Mon/Tues. Is there a way to get...
View ArticleHow to join an existing Dynamics CRM Online with our Office 365
Hi Guys,Is there anyway to connect an existing Dynamics CRM Online account with a separate Office365 account. At the moment we have to main users in both and also we have to use Live Id's to access the...
View ArticleNotes from Service Activity
I am trying to figure out what I need to add to my query for a report to access the notes section of the service activity ? Can anyone assist?
View ArticleSilverlight DataServiceQuery
I am running the following code in Silverlight against CRM and is running great:DataServiceQuery<ServiceAppointment> query;query =...
View ArticleNotes from Lead to Account
if you have notes attached to a lead and you convert the lead to an account, how can you transfer the lead notes to the newly created account?
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Create New field in opportunity using Radio Button
Hi... Need some advise on this.. i need to customize Opportunity form like below sample. And i already add new field for that. but i not sure how to do that?? Below what i have create but still...
View Articleemail tracking Description reporting
Hello, When we run reports on closed activities, the description field for emails tracked through Outlook pulls a bunch of random HTML code and other things. It doesn't show the body of the email. Is...
View Articleconvert lead window?
Hello - I'm new to CRM and I'm working on a bug that requires navigating to the "Convert Lead" window.I know how to create a lead but I'm not sure how to get to the "Convert Lead" window. Can you tell...
View Articleview all phone calls?
Hello - In CRM it's easy to create a new Phone Call. The New Phone Call view can be accessed via the File > New Activity > Phone Call menu item from most views. However, I'm trying to view phone...
View Articleconvert lead form - best way to modify?
Hello - I have a requirement to modify the Convert Lead form. Specifically, I've been asked to remove the Disqualify radio button section on the bottom half of the form. What's the proper/recommended...
View Articlecase == request?
Hello - When I convert a phone call to a case in CRM, CRM creates a new "Request" window with a new "Request #". I would have expected a new "Case" window with a new "Case #".Any idea why CRM chose to...
View Articleglobal currency config?
Hello - I'm working on the following bug:When a case has a subject of "Credit Initial" then an input for "Amount of Sale Incl VAT (where applicable)" is required. However, when I enter a number into...
View ArticleShared workflows disappears after new managed solution import
Hi,It seems that any workflows shared to users disappears from their list of available workflows whenever we import an updated managed solution (which holds some entities, plugins, web resources and of...
View ArticleWas wondering if there are any issues using the security policy below with CRM 4
Can you confirm that our new password policy will not pose a problem for CRM?Staff must select a password that:? consists of between 8 and 16 characters (combinations of letters, numbers, spaces and...
View Articleemail router rollups
I've recently applied RU6 for all my components for CRM 2011 and all returned fine and have been able to apply Further RU's to all components except mail router. Each roll up I apply to this component...
View Articleemail router rollups
I'm able to apply all rollups to and including 10 on all components of CRM 2011, except for mail router. I can work through to RU 6 no problems, but 7,8, and 10 all return an error that kb 2600460...
View ArticleSales Visit Reports
I run a CRM 4 system with approximately 50 users. A central part of our sales process is to write Sales Visit Reports after meetings with potential customers. I am struggling to find a way to record...
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