Searching twice in custom entity within the dashboard
Hello,We have a custom entity that is causing users to need to search twice in order to find a record when the custom entity is placed in a dashboard component. The first time they try to search it...
View ArticleCRM Dynamics Separate hosted solution or online subscription
Hi,We are testing Dynamics 2011 Onlne subscription. From What I have tested so far.1. We will be needing a lot of customization at the entity and field and relatiobnship level for our needs2. We...
View ArticleCRM Dynamics 2011 Online Notes control customization
Hi, We want to simplify/change the notes control view in the contact main form. How can eb do this. thanks,
View ArticleCRM Dynamics 2011 Online Activities customization
Hi,We want to change the look and field list of tha activities tab in Contacts. How can we do this? thanks.
View ArticleCRM Dynamics 2011 Online Audit trail of a specific field
Hi, We need audit trail of a specific key filed in Contacts. How can we get this. thanks.
View ArticleCRM Dynamics 2011 Online performance response time
Hi,Out test Only account is very slow . Each clicks take visibly > 25 seconds. Will this be the same when we go live. How can we make the UI respond faster?thanks.
View ArticleWhat creates the records for the WorkflowLog in the PrincipalObjectAccess table?
The majority of the records in our PriciipalObjectAccess table are for the WorkflowLog entity. I feel like I understand the general role of the PricipalObjectAccess table related to sharing and the...
View ArticleMicrosoft Dynamics CRM for Outlook Configuration Wizard Error
Normal 0 false false false EN-US X-NONE X-NONEDear all,Please guys I need your help, I’m trying to configure MS dynamics CRM for outlook, but I didn't succeed. I got the following error: “Cannot...
View ArticleWorkflow triggered without any real change by using the SDK
I’m using a web service in order to update the Contact entity from a web page.When the user modified part of his details in the web form and click submit, the web service send all form fields to the...
View ArticleRE: Integration between MS CRM and TourPlan
Hi all,I am hoping someone here can assist me in finding out whether there is integration capabilities between Microsoft CRM and TourPlan. We can bring information out of TourPlan in XML/excel but we...
View ArticleIssue when configuring CRM Outlook client (CRM 4)
When configuring an Outlook client using the Internal CRM URL (CRM has IFD Enabled) I am getting the following error:---------------------------Microsoft Dynamics CRM Configuration...
View ArticleHow can I change language CRM online trial ?
I'm installing a CRM online Trial environment for my customer.How can I change the language before starting CRM environment?This customer is french speaking and all administration settings are in...
View ArticleCase Assignment
I'm curious about users' experience with the case assignment process in Dynamics. We are in the implementation stage and cannot get a clear picture of the recommended process flow for case...
View ArticleSend Email with attached fiel from Sharepoint.
hi, we are using Crm Online and Sharepoint with Office 365.In customer Field we attach some documents from sharepoint.How to send email with some files (excel file) and attach this for the...
View ArticleSubgrid button enable rule
I have 2 issues.First issue: Trying to hide OOB button in subgrid(Ribbon), based on user role(by calling javascript). Is it possible?Second issue: Hiding OOB button is not possible through...
View ArticleHiding Views
I am customize the system so that Sales Reps only see their open leads and not other reps. Is there a way that you can hide views from certain reps or does the answer lie within the Security Roles.I am...
View ArticleMarketing Campaigns - Campaign Activities - Sending an HTML E-mail
I want to create an html e-mail to send as direct email marketing. Can I do this through Campaign Activities? Or, do I have to use Email Sends to send out these html emails?Are Campaigns the best...
View ArticleHow can I delete a Trial account?
Hi,I have created 2 trial accounts for my customer, and I want to delete one (CRM environment has not been configured yet).How can I do this?Thanks, Michel
View ArticleMeasuring time against a Queue
We use CRM to manage help desk incidents by creating queues from an inbound email adrressed to help.desk@mycompany.com . Our onsite help desk technicians look in the 'help desk' queue and respond to...
View ArticleError accessing reports in CRM 3.0
Does anyone have any thoughts on this?If I able to access reports when logged into the CRM server directly, what kind of issues would cause me not to be able to access parts of the program remotely?In...
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