Very new to Dynamics CRM
I am very new to this software only having googled it yesterday. We are looking for new CRM software as we are thinking of replacing our existing application but I do have specific questions about how...
View ArticleRE: Very new to Dynamics CRM
Andrew, I beleive I may just have simple solution for you. While Dynamics CRM will help you organize your Customers / Contacts and can be customized for you businss, THe bookings / billings / usage...
View ArticleEmailing from CRM 4.0
We are having issues getting users adopted to emailing from within CRM they still prefer to use the Outlook interface. This is ok but they then cannot be bothered to set-up the contact in crm and then...
View ArticleRe-opening Closed Opportunities CRM 4.0
We have noticed that closed opportunities can only be re-opened by the opportunity owner is there a parameter some where that controls this?
View ArticleAccount duplication on qualifying leads
Hello,I am using Dynamics CRM Online and experiencing problems after the last manual update.I create a new lead for a new contact in an existing company that already in my accounts and set that company...
View ArticleHow to Start Microsoft Dynamic CRM?
Hi, i'am new to microsoft dynamics crm. how to start dynamics CRM?.
View ArticleCreateing alerts
Hello, I would like to send my user an email when the contract end date is 30 days out. How can I do that?
View ArticleRE: Dynamics CRM 2011 for non profits
Hi Enjay!Great! Yes, you can definitely handle in-kind donations with CRM. You could modify the existing donation entities in the template to handle those, or you could create a separate (custom)...
View ArticleDynamics CRM 2011 for non profits
We are customizing the CRM for inhouse usage for non profit and are in the middle of gathering business requirements for next development phase. This phase will cater to multiple donation mechanisms...
View ArticleRE: Lookup dropdown only shows 50 selections for some users
Check the Personal Options (on the File menu online and under File-->CRM in Outlook) to see how many records per page the individual user is displaying.
View ArticleRE: Lookup dropdown only shows 50 selections for some users
This is not a records issues... It is a Dropdown Issue when running a Dialog with a lookup list.
View ArticleList and dynamic form dashboard
Is anyone aware of a way to display a list of records and the form for a selected record in the same view? For example; if I were to navigate to Accounts and while viewing the list of all my accounts...
View ArticleRE: Lookup dropdown only shows 50 selections for some users
Correction that fixed it you are the MAN!!!!!!!. That does not make sense but now it does since it is a lookup list. Thanks. That was driving me crazy.
View ArticleForce CRM Windows to Open on Secondary Monitor
Hi;In a multiple-monitor environment, the new CRM windows always open on the primary monitor. Does anyone know a way (without using software like UltraMon) to force CRM windows to open on an alternate...
View ArticleRE: Force CRM Windows to Open on Secondary Monitor
I don't think this is a feature in CRM 2011. This is a good suggestion though. Please post this at connect site and our product team will look into that in the next release may be. for now you may use...
View ArticleRE: CRM Workflow Process Activity Count not including activities from quick...
Hi there!I think it is because these activities being generated by the QuickCampaign/Campaign are not directly related to the Lead in the same way. The regarding is the Campaign. We usually create...
View ArticleCRM Workflow Process Activity Count not including activities from quick...
In CRM, I am using a workflow to capture the activity count for leads - by assigning the value of a custom field (Activity Count) to the process- activity count value. I am doing this on activity...
View ArticleLookup dropdown only shows 50 selections for some users
I have a weird issue. The lookup dropdown in a Dialog only shows 50 results for only a few users. I have compared a working user and a non working user and they both have the same security roles....
View ArticleRE: Lookup dropdown only shows 50 selections for some users
Glad that helped! Can't say anyone has ever told me, "You are the man!" ;-)
View ArticleRE: Receiving faxes CRM Online
Mohammad,Thank you this is useful if you want to send a fax via CRM. But I am looking for a solution to receive faxes.
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