RE: Auto generating text into an word doc using a workflow.
There is no built in functionality to do something like this. You will have to do this programmatically. There are tons of samples out there in the web about creating Word documents in C# code. You...
View ArticleAuto generating text into an word doc using a workflow.
Can anyone tell me how to generate data from an entity to a word document through a workflow. Example. I have a word document a client wants to use as a template. So when I create a work flow I need...
View ArticleSocial Feed annoyance
Does anybody else find it particularly annoying that activities and notes don't show on the same feed? All of our staff keep missing important information because notes are not shown on the "front...
View ArticleDocusign with 365
I am currently using Office 365 with outlook 365. I have my Dynamics running in outlook 365. I am finding that some plugins are not working such as Docusign and Automerge. Has anyone else...
View ArticleRE: Docusign with 365
You can take a look at DocuSign Ink - Personal eSignature Service:office365.pinpoint.microsoft.com/.../appsandservices
View ArticleRE: Unable to connect a crm2011 server with Default_Client_Config.xml
The following link could be of help for you:msdn.microsoft.com/.../hh699665.aspx
View ArticleRE: Force zoom level to 'Page Width' in SSRS report displayed in a Dashboard...
This could be of help for you:social.msdn.microsoft.com/.../96b023e6-e736-407e-877a-fd3e680e0b9e
View ArticleForce zoom level to 'Page Width' in SSRS report displayed in a Dashboard...
So I have created a SSRS Report that I created that I will only need to be viewed by Sales Managers. The ideal result would have the zoom level set to Page Width so that the formatting will display...
View ArticleDon't know how to setup BU and teams, do you have illustrated documents?
Hello,I already readed documentation about setting up Business Units, Teams, and security roles. It's more or less ok.But how to proceed when you don't know how your company is organised, working...
View ArticleRE: Don't know how to setup BU and teams, do you have illustrated documents?
Please follow this link:www.youtube.com/watch
View ArticleRE: Unable to connect a crm2011 server with Default_Client_Config.xml
It doesn't work , I think y configuration is like in the technet pages of Microsoft.Anyone else?
View ArticleUnable to connect a crm2011 server with Default_Client_Config.xml
I want to configure MS Outlook 2010 automatically in silent with the Default_Client_Config.xmlBut when I run the commands in Command Prompt like this: "C:\Program Files (x86)\Microsoft Dynamics...
View ArticleCRM 2011 rollup 13 issues?
Anyone have issues since installation of Rollup 13? 2 have been reported to us from users. However, I have not been able to recreate either one.First of all, If a simple one entity view is created,...
View ArticleHow can I track emails as sent or received? They just show up as activity...
How can I track emails as sent or received? They just show up as activity type Email. I need to be able to see how many emails my sales team is sending, as well as receiving to run proper activity...
View ArticleRE: How can I track emails as sent or received? They just show up as activity...
Please refer to the links I am copying below:community.dynamics.com/.../crm-email-tracking-part-1.aspxcommunity.dynamics.com/.../crm-e-mail-tracking-part-2.aspx
View ArticleFetch Reports
What prevents a report from being able to be run on Current Record vs a report that only allows you to select run on All Records?
View ArticleRE: Export reports
You can refer to the following links please:community.dynamics.com/.../153193.aspxcommunity.dynamics.com/.../103257.aspx
View ArticleRE: "Cannot access a disposed object." - SSRS
Please refer to the link I am copying below:stackoverflow.com/.../cannot-access-a-disposed-object
View Article