Setup CRM 2011 for Windows Server 2012 and SQL Server 2012
I would need to know, when you update the CRM installation files that containing support for windows server 2012 and sql server 2012
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 ArticleRE: MS Dynamics and Quickbooks Integration UK
Hi lpwhite77, Microsoft Dynamics CRM 2011 does not include any out-of-the box functionality for QuickBooks integration, however you can export any of your CRM data to Excel if that would serve your...
View ArticleRE: Opportunity Product - price per unit does not get populated - after...
Hi, in the case of our customer the issue has been resolved. It was related to a system field "isrevenuesystemcalculated" which should be set to "System calculated". Cheers.
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Opportunity Product - price per unit does not get populated - after Rollup 12
Hi, In Opportunity Product entity the price per unit does not get populated when you fetch a product after rollup 12. I tried this in a brand new 180 day trial as well. In pre rollup 12 version it...
View ArticleEmail signature
I know that we can add templates for emails, but what if we wanted to include a special signature for individuals who send emails from CRM? Is this possible?
View ArticleRE: Email signature
Also make sure your signature is machine readable (easy enough to be parsed by signature capture software) e.g. <a href="http://signusapp.wordpress.com">Outlook/MicrosoftCRM signatures</a>
View ArticleRE: Email Signatures
Also make sure signatures you create are easy so automatic signature capture software can extract phone, address, email etc, there are plenty of them specifically for Outlook or Microsoft CRM
View ArticleRE: Need copy of conv_lead.aspx file please
THANK YOU Atilin!Instantly solved all the errors - as I thought, the conv_lead.aspx file somehow got left out during the udpate! Turns out there have been quite a few changes. Can finally move...
View ArticleRE: UR13: Unable to convert Lead to Opp (as new acct OR existing acct)
Hi Aaron,Turns out my issues were due to an out of date conv_lead.aspx - was able to source a current version and it's all up and working. Cheers for the input nonetheless :)Best,Ollie
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UR13: Unable to convert Lead to Opp (as new acct OR existing acct)
Hi,Recently upgraded from UR5 to UR13 and I'm confused as to why we can't convert leads to Accounts with associated Opportunities anymore? As soon as Opportunity is ticked, the OK button is greyed...
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Script Error popup when Qualifying Lead...
Hey Guys,We're having a lot of trouble getting Qualifying to work. Now whenever a lead is opened and the "Qualify" button is used, a Script Error popup like the following appears:Seeing the...
View ArticleRE: Script Error popup when Qualifying Lead...
Hi Mohammad,Turns out the conv_lead.aspx was indeed out of date. Cheers for this tip, pointed me in the right direction and I've now been able to fix it.Best,Ollie
View ArticleRE: Dynamics CRM Live 2011 - Outlook for CRM in a Apple Mac (Safari)
The CRM Outlook client is only supported on the Windows version of Outlook. A common alternative would be running Windows & Office/Outlook in a virtual machine (like Parallels).
View ArticleDynamics CRM Live 2011 - Outlook for CRM in a Apple Mac (Safari)
Is anyone using Outlook for CRM in a Mac environment?? If not what is the workaround, please??
View ArticleHow to audit relationships?
Hello, Currently, I have an custom site entity and a custom product entity. Within the custom product entity I have a lookup field in which I can define a relationship with a site. With auditing...
View ArticleRE: Email Signatures
You could create an email template for your signature and then use that in your workflow:check this mscrmmaster.com/.../crm-2011-e-mailshow-to-insert-add-graphicsYou can also check these...
View ArticleRE: Impersonating Users in CRM
This article could be of use for you:community.dynamics.com/.../how-to-impersonate-in-microsoft-dynamics-crm.aspx
View ArticleImpersonating Users in CRM
Hey all,I came across this article the other week and thought it would be great to have the ability to impersonate users in the CRM. I've given myself perms to the Delegate for the...
View ArticleRE: Impersonating Users in CRM
Here are two more links:crmentropy.blogspot.com/.../crm-impersonation-explained.htmlblogs.technet.com/.../creating-records-on-behalf-of-another-user-in-microsoft-dynamics-crm-2011.aspx
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