Outlook 2013 email tracking to CRM 4.0 error
Hi,since upgradign to Outlook 2013 I can no longer track emails whilst in the 'create message' window. When I try to send the email it says 'E-mail cannot be sent because the specified sender does not...
View ArticleRE: Wall posts - Posting Videos
I suspect this is not possible as HTML tags are not recognized and applied. You could place a link to a video by entering the URL without any tags, the result will be a clickable link.
View ArticleFetchXML Report Product Association
Is there a way to create a fetchXML report that shows what products are inside of a kit?
View ArticleRE: FetchXML Report Product Association
So I was able to design a report in VS that meats my requirements but wondering if anyone can help with a few missing items. What am I missing that is not letting me see the product numbers for any...
View ArticleRE: Mail merge or???
Depending on the complexity and requirements, you could use an email template and merge in customer data or for more complex scenarios you could develop a custom SSRS report.
View ArticleMail merge or???
I can not get mail merge documents to work. But I only need to merge a customers information 1 at a time into a form that we use to give estimates. Is there another option that I should be using to...
View ArticleUpdate Service Activity from Service Case
I have a date field in the Service Case entity. When a user updates the date in this field, I want to update a date in the Service Activity associated with the case. I thought of using a process but...
View ArticleClik here to view.
Workflow issue
Hey All,Im trying to create a workflow to see whenever the owner edits the form. What I've done isStart When: Record Fields Change (checked all). The steps of the workflow are1). createhyperlink2). if...
View ArticleRE: Workflow issue
I don't think you need to check all the fields, can you just check the "Modified On" field?
View ArticleHidden tabs appear automatically
Has anyone else seen this problem?The first tab on my form is hidden (it contains a web resource). If I use the navigator sidebar to move to a related page, then use the tabs at the top of the page (to...
View ArticleRE: Product Kits
Yes, that is the direction I am going in. I have just about conquered it in SSRS. I need to sharpen my SQL skills a bit.
View ArticleCRM Explorer and Visual Studio
I am using VS 2012 and the latest version of the SDK (5.0.15) on Windows 8 with CRM Online. Installed the VS 2012 SDK tools and created a project based on an existing solution in CRM Online. CRM...
View ArticleChart question
I'm using Dynamics CRM for Recruiting and am working on building out some new charts and am having a few issues. To clarify I built out an applicant tracking solution for dynamics crm.Question 1: I...
View ArticleRE: enable prefiltering
SELECT <column1>, <column2>, <columnN> FROM FilteredAccount AS CRMAF_FilteredAccountThe 'CRMAF_EntityName' alias is the key.Use Filters in a Report
View ArticleRE: enable prefiltering
Sorry, I am trying to understand the CRMAF just not registering. So if my query starts like....Select...
View Article