Updating records in CRM 2011 online
THe marketing department want to update our contacts records so an export was produced in updatable xml format. it has taken a couple of days to get the updates and now every record is rejected because...
View ArticleSeries of tasks with a workflow
Hi all,I'm new to the Microsoft CRM's world.I'm trying to create a workflow that, when a new campaign is created, create ten differents tasks. Then it has to send an email to the owner of the first...
View ArticleCRM Dynamics 2011 Hosted - Dec 2012 UI on forms
Hi I have some queries about the new “Dec 2012” forms1. Can I set the navigation bar on the left of the form to be displayed by default, rather than closed by default?2. On the new forms...
View ArticleCurrency
Hi. Can you tell me whether it is possible to have 2 different currencies in form. E.g. I need to keep price in dollars in one of the money field and keep price in euro in the other money field.Thanks...
View ArticleHow to set up and alert when a customer turns 70 and a half
Hi,I need to set up an alert in which an email will be sent to a specific address when a customer turns 70.5 years old. How do I go about doing this.Thanks.-Mike
View ArticleCrm 2011, Email id edited from the domain email id
Hi All,My customer facing a unique issue , stating it below . Your help is most appreciatedCRM 2011, instance: A user is not able to log in to Prod instance with domain credentials, the same user is...
View ArticleHow to obtain a field from a contact record using jscript
This should be simple but it is completely throwing me. I have a list of GUIDs for contact records obtained from an Advanced Find. All I need is the mobilenumber for each contact. I can iterate the...
View ArticleCalculating Customers age
I would like the create a read only field that will calculate and display a customers age base on the birthday field.Any ideas on how to do this?
View ArticleMicrosoft Dynamics CRM Developer - COMCAST
Exciting opportunity for a Sr. Developer to help create our CRM platform in support of our rapidly growing and dynamic sales organization. For more information, post, connect with me on LinkedIn...
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Error message during installation Microsoft Dynamics CRM 2011
Error message during installation Microsoft Dynamics CRM 2011In the system requirements page, i am getting errors after filling every requirements one by one. Now my errors are 1- Microsoft Dynamics...
View Articlephone call activity
Hello,We added a field and removed another and now need to update the new field with data relative to the removed field. We created a workflow to open the record update the field and close the record....
View Articleauto-populate Last Contacted field
The Last Contacted fields do not auto-populate on some contact records and not others. Why? How do you get the Last Contact Type, Last Contacted By, and Last Contacted On (date field) to auto-fill as...
View ArticleTry this action again. If the problem continues, check the Microsoft Dynamics...
CRM On Premise Down .Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator....
View ArticleHow to default to the Notes tab on the new Polaris forms?
Having upgraded to the new Case from with CRM (polaris) the new Post/Activties/Notes control panel always defaults to Activities. This is a pain as we use Notes to describe the Case details and don't...
View Articlehow to query crm data model and orm/xrm pattern?
Hello - I've been assigned to take a look at a custom report that was written against the CRM database. This report is built piece-by-piece against an object model of the database. When I right-click...
View ArticleCRM 2011 RU12 date picker/java script issue
Just installed RU12. We have some simple java script on some date picker fields. One example sets the default "time" to 8:00. The script worked greate prior to RU12. Now the date picker is acting up...
View ArticleCRM 2011 on line not available
We are getting a 404 error when trying to get to our North American Site this morning = the blog says it is fixed - others having trouble?ThanksJoe
View ArticleSimple MS spell check in Dynamics CRM
Is there any way to get the CRM to spell check our entries in the notes and activities fields? All other MS programs just do it automatically and I was wondering if there is a way to get the CRM to do...
View ArticleHelp required - Looking for someone who uses Dynamics to give a short...
After undertaking research, 2 CRM systems have been chosen by the organisation to decide between and the senior management team have asked to see both demonstrated by users and we are having great...
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CRM Online - How to make the CLASSIC view as default?
I need to always switch to classic in order to view RIBBON. Each timei enter the screen, i need to switch manually. is there anyway to make it default as CLASSIC VIEW ?
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