RE: Close codes for CRM
Hi Satchi,My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. I am not quite sure I understand what you are looking for. Can you provide more insight into...
View ArticleRE: crmForm.all question
Hi Andrew,My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. I have reviewed you situation and I have some questions.First, I am a little confused on what...
View ArticleRE: Close codes for CRM
Hi Satchi,You can use the built-in sales stage on the opportunity for your sales stages. There is a probability field, but it is not filled out automatically based on sales stage. Therefore, you need...
View ArticleClose codes for CRM
Hi, We are trying to implement these close codes for CRM, Can anyone please support me how to do this task?Sales Stage Probability No interest 10 Low interest 30 Strong interest 50 Convinced 70 Signed...
View Articlecenter columns on a report
when users create a report, I don't see a way for them to align the columns. Trina
View ArticleRE: center columns on a report
thank you. I will look at that. we already have to go to actions, download report and change the paper size from 8.25 to 8.5 and reimport just to get them to print. So I will look at the alignment and...
View ArticleRE: unable to retrieve AD info
I should add that after entering the user name in form domain\user and hitting tab, it takes a good 45 seconds for the cursor to move to the First Name field. dont know if this helps add anything or not.
View Articleunable to retrieve AD info
My CRM 2011 server appears to be unable to retrieve AD data from its home domain (the domain that hosts the server). I can retrieve the data just fine from 4 other trusted domains, just not the home...
View ArticleRE: CRM 2011 Workflow Error While Creating or Changing
No, I worked with CRM support on this as it was an online account. After looking into it, they had no resolution but for me to recreate it. When I recreated, I decided to create multiple child...
View ArticleCRM 2011 Workflow Error While Creating or Changing
I keep losing my workflows due to some sort of error. I don't know what is causing the issue but once it occurs, I can no longer open up the workflow. Instead I get the message:Query Builder ErrorThe...
View Articleexternal auth/dev metadata xml return page not available for IFD configuration?
I followed this link to configure IFD.However my auth and dev FederationMetadata.xml page not found.Their example works:auth.interactivewebs.com/.../FederationMetadata.xmlI checked my DNS configured...
View ArticleRE: CRM for Outlook - Set Regarding Look Up Record Issue
Excellent, thanks for sharing that, I was stuck on this problem for days! Scroll bars in dialog boxes, I just wasn't seeing it until I read this thread. Thanks!
View ArticleCRM for Outlook - Set Regarding Look Up Record Issue
Hello,I was conducting a sales training course on tracking/set regarding in CRM for Outlook and one of the sales representatives has an interesting problem. When he went to set an email regarding a CRM...
View ArticleRE: Visibility right based on 'Created By'
It doesn't work like that unfortunately. Permissions are based solely on the record Owner. There is no way to configure it by Creator.You've got three options that I can think of:1. There is an...
View ArticleVisibility right based on 'Created By'
Hi,Am looking to define security matrix, but not able to achieve visibility right based on 'created by', i.e. I want my user to see all the cases created by him (Where he may or may not be the owner of...
View ArticleRE: IE10 Spell checking - problems working with the Outlook client
This document that describes the registry entries (msdn.microsoft.com/.../ee330735(v=vs.85).aspx) mentions that it is for IE 10, but does not mention anything about Windows 7 or 8. We are also seeing...
View ArticleIE10 Spell checking - problems working with the Outlook client
We are testing IE10 with CRM 2011 Update Rollup 13 (on premise), mainly to get the spell checking feature. So far, using IE10 to hit CRM directly, the spell checking works. However, the spell checker...
View ArticleField Secuity Profile and merge capability
We are facing issue where we have enabled field security profile and when users are trying to merge then the users should not be able to do merge. But to have the merge done, we provided Read...
View ArticleRE: Creating a marketing list from an excel database - all entities are in...
Hi Csquared,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. There's not going to be an easy way to do this. You can't create a...
View ArticleCreating a marketing list from an excel database - all entities are in the CRM
We have an external database of event attendees who we would like to email via clickdimensions. We know that all these contacts exist in our CRM because our import failed due to duplicates. None of...
View Article