RE: Updating the CRM Client
Thanks Mohammad,What do you use to deploy the software to several PC's at once?I have the script but would appreciate more info on how to push this out to several PCs.Thanks
View ArticleUpdating the CRM Client
All,We are currently in the process of updating the CRM clients on our users PC's to UR11 (Our CRM server is only on UR11)I have been told that any Client with a UR of less than 6 cannot be updated...
View ArticleLead Search not returning all leads - only leads from one owner (not me)
When we are in leads and use the search box for a company name (or partial name) it returns a list, but:1 - it's not a complete list2 - it's only leads owned by one sales person (not the person...
View ArticleRE: Could not load the file or assembly Microsoft.Crm.Core.WebServices
Installation of Update Rollup 13 resolved this issue.
View ArticleRE: We're growing - how do I add licenses
Gary,We have gone through this with several clients that used Workgroup edition of CRM 4 when they wanted to move to CRM 2011. I can tell you that this is an expensive upgrade because the user cals are...
View ArticleRE: We're growing - how do I add licenses
Thank you Jerry,I've been dragging my feet on this cloud "thing", so I guess it's time to get going.Gary
View ArticleRE: Microsoft Dynamics CRM Outlook client error on Outlook 2011 and 2013
No, I can access Dynamics from IE with no issues. Another user does not experience this in his Outlook client. Currently only 2 of us are trialing the CRM installation. I installed the server, and...
View ArticleRE: We're growing - how do I add licenses
You will need to look at the costs of licenses vs data migration vs server hardware cost reduction. But after moving to Online for our own company (and obviously we are a partner so the cost to us is...
View ArticleImporting marketing lists as leads
Hi there,I have a number of marketing lists that I'm trying to import into Microsoft Dynamics. These lists are only email addresses, so I'm importing as Leads. In addition to adding to the marketing...
View ArticleRE: Importing marketing lists as leads
The only practical solution is to use a third party tool to do this type of work for #1 and especially #2.The only other alternative which violates your I don't want to do this outside of CRM is to do...
View ArticleRE: default handling of new crm entity fields?
Interesting question, I don't know the answer.However, I am curious as to why you need this answer and how you will use it?
View ArticleRE: Access Denied trying to connect Outlook CRM to Dynamics CRM
Yes, call CRM Online Support. This would be a no charge incident.It sounds like you have tried all the usual steps. But to be sure go through the troubleshooter to make...
View ArticleRE: We're growing - how do I add licenses
I'll try to keep my thoughts pertinent so others (hopefully) can use the bread crumbs.The data security / backup / up-time is something I spend sleepless nights over.Our business generates a lot of...
View ArticleRE: We're growing - how do I add licenses
Gary,You can't send Microsoft the SQL database (as of now). You have to do it programmatically.You can use SharePoint on premise with CRM Online. Given the 70GB of pdfs that would be my...
View ArticleWe're growing - how do I add licenses
Currently have CRM 2011 Workgroup and we are hiring several more people and I need to get to 7 - 8 seats. Currently workgroup is limited to 5. What is the process to add more seats?Thanks,Gary
View ArticleRE: We're growing - how do I add licenses
Thanks Jerry,Good to know about SQL - just plan a weekend of data migration.[underground data centers - so that's where Dorothy and Toto hang out now?]
View ArticleRE: Need copy of conv_lead.aspx file please
Hi Mohammad,Not at all, the file is at "C:\Program Files\Microsoft Dynamics CRM\CRMWeb\SFA\leads\dialogs\"It's the lead "Qualify" form - I'm getting so many errors qualifying leads I want to make sure...
View ArticleRE: Need copy of conv_lead.aspx file please
Hi Oli,Did you install a previous UR before the UR 13? I mean , Did you install a UR 7-8 until 13?..I've seen many error when is installed only the UR 13.However, you could use diagnostic tool for more...
View ArticleRE: Dynamic xlsb to Excel 2003
Hi angiey,I've found this tool www.microsoft.com/.../details.aspxBut, I have to ask. How did you export your data?. I was trying but I can not accomplish this.
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