CRM 2011 Instance Adapter - CRM Online to CRM Online. "An Item With Same Key...
Hi,Just started playing around with the instance adapter and have come across a few problems. User/Picklist/Price List/Currency have all imported fine, however Product and Account fail with the error...
View ArticleMicrosoft Dynamics Tuition
Is there anyone in the Aberdeen (Scotland) Area who could provide some 1 to 1 Microsoft Dynamics Tuition please.
View ArticleHeading to Convergence 2013? Non-profit org? Let's chat!!
Hello!We are a large, national child/youth serving organization in Canada that uses Dynamics CRM. We've been on the system for a couple of years (Online) and I'm always interested in speaking with...
View ArticleRequired steps in the sales process
So, I'm working through getting the sales process configured.How do I create a required part of the sales process? I.E. You cannot qualify a lead unless you've verified that their location is in our...
View ArticleImporting to existing contact
I have about 500 contacts that already exist in my CRM. I have a spreadsheet with updated information for all of the contacts...ie.. phone numbers, city’s, and other form fields that were not included...
View ArticleUsing Workflow To Cancel A Case At Anytime
Hi. I have built workflow to automate the processing of a case in CRM 2011 On Premise.I have a field called Case Status which gets updated as the case progresses. One of the Case Status values is...
View ArticleStop chart labels being shortened with ...
Hello,I'm trying to edit a chart to use in a dashboard. I've managed to increase the font size of the label but they are being shortened eg "Incorrect ti...".Please can someone let me know the xml...
View ArticleDeleting 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...
View ArticleWorkflow: create case from recurring appointment
Hi,I'm a newby so please be gentle on me... :-)I had a workflow which used to work before UR12 and is now not working.Scenario: in our "on premise" CRM 2011 I have a number of recurring appointments in...
View ArticleCRM Subscription Management Error
Hello All,Our CRM online has reached 80% of its storage limit. so we received warning as below:"Your organization has reached 80% of its storage limit. When the storage limit is exceeded, people will...
View ArticleGoal based on all Activities
Hi All,It's possible to create a goal based in total activities created, instead of creating a goal for each activity type?Any workaround sugested?Thanks,Rodrigo Correia
View ArticleCase Audit
Hi,Can anyone share to me where or how can I have a report on the audit trail for each cases? I'm also looking at audit summary however I can seem to download it. Hope anyone can help. :)Regards,
View ArticleCRM 2011 (on premise) Rollup 12 broken Service Calendar
We have noticed that the service calendar is not working since applying Rollup 12 in our on premise edition of CRM 2011.The service calendar no longer displays the resource or user names on the left...
View ArticleCRM 4.0 SDK System Requirements
Hello.Im about to develop a customer portal in ASP.NET MVC using the Dynamics CRM 4.0 SDK.I have been searching the internet for the system requirements and found:"Supported operating systems: Windows...
View Articlehow to inspect element _events in crm?
Hello - I'm trying to identify the events associated with a clickable element in CRM. Here's a very condensed version of the element in question:<a id="example" role="button" onclick="return...
View ArticleEmail with attachment to mailing list
Hi, is there an easy way to email an attachment to the Contacts on a Mailing List? This is a process that will happen many times daily by many system users so the Templates aren't the most appropriate...
View ArticlePost UR12: Problem with modifying Notes
After the install of UR12 when a user that has privileges to modify notes at the organization level either creates a note or modifies one it modifies all notes associated with the account and changes...
View ArticleHow do I change the language of the invitations for CRM online users to a...
I have users with multiple languages, and need them to receive their invitations in their own language. Is this even possible?
View ArticleError on email from a custom web page
i created a custom web page that pass parameters of different reports to the new email activity.it workks fine if my number of same types of reports are 6, but if they exceeds from 6 ERROR 404...
View ArticleWorkflow not working when trying to update values
I am trying to update 3 fields in contact form through my Last completed Phone call activity. I have a custom button on my main CRM Ribbon "Add Activity". When a contact is selected and this button is...
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