Preparation for Dynamics CRM 2011 Certification - Exam MB2-866
Hi,I am interested in certification Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration.Is it mandatory to attend the following course 80294B prior to writing the...
View Articlecrm db update considerations?
Hello - I know MS says that backend updates to the CRM database are not supported.I can see why this might be the case with primary CRM tables but what about custom fields which CRM stores in the...
View ArticleBulk deletion jobs are in canceling status on CRM Online 2011
Hello,I have 2 bulk deletion jobs on CRM Online which are in 'canceling' status for 7 days.They are visible in the 'Locked System Jobs' view and I have already tried all the possible options in the...
View ArticleConchi
Buenos días hemos generado una campaña con x cuentas relacionadas, cuya acción a realizar es crear llamadas que según van siendo contestadas, se marcan con el estado de cerradas.Actualmente estas...
View ArticleRE: Conchi
¿Se les ha asignado a otro usuario o no en la vista que se mira? ¿Es que aparecen en la lista de actividades cerradas en el menú de la izquierda del registro? Otra alternativa sería la de habilitar la...
View ArticleRE: Security Issue: Account Owner can see all opportunities
Is he a member of a team with a role that has greater permissions? Security in CRM is cumulative.
View ArticleSecurity Issue: Account Owner can see all opportunities
Hi all,I have one user who has one security role, which gives him the privilege to see only his own accounts and own opportunities. I checked his access rights in MS CRM and noticed that he can see...
View ArticlePipelines Phases
I'm having difficulty in setting pipelines phases. How can I create phases in crm pipelines?
View ArticleRE: Pipelines Phases
Here are a couple of links to reference for some background on setting up pipelines.How to Setup Your Pipeline & Pipeline Phases in Microsoft Dynamics CRM 2011Dynamics CRM: Diving into the sales...
View ArticleRE: Getting a Document to Populate Data
Out of the box this isn't possible. The workflow process isn't able to do the merge into the Word document as part of the workflow. I believe this third party product would be able to handle that:...
View ArticleRE: Is it possible to customize Email-samples in campaigns ?
Hi Steffi,No, the design of the email templates is that you cannot edit the template when you are sending to multiple people (using the Send Direct Email button). When you are sending an Email to an...
View ArticleRE: Is it possible to customize Email-samples in campaigns ?
Hi Gretchen,thank you for your fast reply. We are using our CRM for a group of 20 Contacts. Is the method you are mentioning available for such a group of people?Best regardsSteffi
View ArticleMigrate from SugarCRM to Microsoft Dynamics 2011
Hello,I wonder whether it is possible to migrate all data from SugarCRM to Microsoft Dynamics CRM 2011. Since it turns out that I can export Accounts, Contacts and some other stuff from Sugar into e.g....
View ArticleRE: Migrate from SugarCRM to Microsoft Dynamics 2011
Please follow the below mentioned links:social.microsoft.com/.../31aedc08-3edf-4be6-a72e-e3ab53bfcca1www.microsoft-customer-relationship-management.com/convert-sugarcrm-to-mscrm.php
View ArticleRE: Getting a Document to Populate Data
Thanks for the insight. I had a belief that was the case but was not sure.
View ArticleGetting a Document to Populate Data
Hello, I am having an issue with sending a document from a work flow and having the document populate data from the Quote entity. The work flow triggers with the document as an attachment but will...
View ArticleLync Call Popup to CRM entry
Hi everyone,I would like to know if there's any free software that prompts Lync calls and provide the choice to enter or register the call as a case.I found something similar but wasn't able to try it...
View ArticleRE: Error creating an appointment
I think the issue is due to insufficient permissions. You can chek the minimum permissions through the following...
View ArticleError creating an appointment
HiI tried to create an Appointment and i get this errorUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0,...
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