RE: CRM 3.0 outlook laptop client and .net 2.0 on windows 8 64bit
Hi,I know it's not technically supported, which is why I'm trying to force the install. It's technically not supported in Windows 7, but we have it working with that and with Outlook 2007/2010.Thanks
View ArticleRE: auto generated number
You can use one of these solutions:http://crm2011autonumber.codeplex.comhttp://advcrm2011autonumber.codeplex.comyou can click on "Documentation" tab to get the installation and configuration steps.
View Articleauto generated number
can any body tell me how we can we make a customized field auto generated ??
View ArticleBest way for getting training
Greetings - we are a new BP for MS CRM and wanting to find out the best way for getting certifications.MS has advised us for online training and physical training. Would appreciate everyone's feedback...
View ArticleRE: Best way for getting training
Based on your location, you can find some training providers. For certifications it is always helpful to get an instructor led training which strengthens the confidence of your people who are going to...
View ArticleRE: Emailing from CRM 4.0
We do use this already but it is not great when a contact does not exist in CRM and you send them an email and track it against the opportunity. We were thinking if they emailed direct from CRM we...
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 ArticleImporting Account details with same company name and multiple values.
Hello everyone,I have to import an excel file into Dynamics crm 2011. My File contains Account names with repeated values with different persons of different department. when i try to import the file i...
View ArticleRE: Importing Account details with same company name and multiple values.
if you have unique on accounts you can select while uploading ( ex: account number) or you can replace company "GUID" and import
View ArticleRE: CRM 2011, IE 10, multiple pop-up error windows
hi Jason - on premise, and UR6. I was wondering if UR12 would address this, but I was waiting until it was completely stable, which I believe it is at this point since UR13 has already been released....
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CRM 2011, IE 10, multiple pop-up error windows
HelloI have noticed something odd with CRM 2011 just recently and IE 10. Any time a popup window tries to open (with Popup blocker turned off), it returns an error popup to the user. Then when the...
View Articletool for manage optionset values
For manage optionset (import from csv and excel files) normally I use this tool:CrmXpress OptionSet Manager For Microsoft Dynamics CRM 2011But I have problem to connect to some enviroments.There are...
View ArticleRE: How to export case entities having notes/tasks/activities in Dynamics CRM...
What would happen if you opened a Case record, navigated to the Activities link, switched the view to "All Activities" and then used the "Export Activities" button in the ribbon at the...
View ArticleHow to export case entities having notes/tasks/activities in Dynamics CRM 2011?
Hi guys!I've had many case entities and those have tasks/notes inside each case. Is there a way to export the case entities with their corresponding notes/tasks/activities? I can only export the cases...
View ArticleReporting on Multiple Competitors
I would like to create a report that displays all open opportunities as well as all competitors set against the open opportunity. I am running into an issue with open opportunities with multiple...
View ArticleRE: Plugin:fetch field vaule from two fields,1st field on one form(entity),...
You should download the CRM SDK and go through the examplesSample: Basic Plug-In
View ArticlePlugin:fetch field vaule from two fields,1st field on one form(entity),...
I am new to CRM,I have a requirement where i need to write a plugin to retrive value :suppose i have two entity forms,taking into consideration value from field 1 (Present 2nd entity form) and field...
View ArticleMS Dynamics and Quickbooks Integration UK
I am looking for an application to integrate MS Dynamics Online with Quickbooks. We are a UK based company and have not found a suitable application for this.Can anyone recommend a suitable app.
View ArticleDistribute Appointment via Campaign: Nothing happens
We had an Event recently, and we want to update all the Attendees' Contact Records (Communications section) with an Appointment to show that they did actually attend (and weren't just invited).We tried...
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CRM – SharePoint Integration – Upload Multiple Documents menu item missing
We are using the CRM to SharePoint integration to display quote documents that reside in SharePoint in CRM. When viewing the SharePoint point document library within CRM under the Upload option most...
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