CRM 2011 Outlook client
Have CRM 2011 rollup 8 is applied. Using Outlook 2007 with Exchange 2003. Notice with the CRM Oultook client PC hangs often. We loose internet connectivity. Can't RDP to other machines. Outlook looses...
View ArticleRE: Email to Case - Issue with Customer field
This is my WF to create a Case from Email. In create Case WF I am unable to map the Customer field to contact name from the email , There is only one option Regarding. If I to Regarding the WF stays is...
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Email to Case - Issue with Customer field
I am trying to create a case when somebody emails our help desk. Created a workflow to do it. I am unable to figure how to set the customer field. If I give a default it is working fine but I need to...
View ArticleRE: how to update old records in a new new yes/no field?
You can also do it using 'Bulk Edit' feature.1. Select records (maximum 250). 2. Click 'Edit'; it will open the form. 3. Select the choice 'No'. 4. Save.
View ArticleRE: JS Question - Hide Field Options using JavaScript
Thanks! Is this what the function would look like then?function Meeting() { var Meeting = Xrm.Page.data.entity.attributes.get("new_clientorprospect").getSelectedOption().text; if (Meeting ==...
View ArticleRE: Campaign Email Messages
Have you checked the security rights regarding mail merge, campai and the email entity for you and your colleague to see if they are different?
View ArticleCampaign Email Messages
Hello all,When I "Distribute Campaign Activities" and send out an Email Via Mail Merge, I do not see any "Email Messages Created" under that Campaign Activity. When my colleague sends out her mail...
View ArticleRE: Campaign Email Messages
Thanks for the response Chris. We actually have the same security roles (both System Admins) so nothing seems to be out of order in the regard.
View ArticleRE: JS Question - Hide Field Options using JavaScript
this is the correct wayfunction Meeting() { var meeting = Xrm.Page.getAttribute("new_clientorprospect").getText(); if (meeting == "Client" || meeting == "Prospect") { var strategicValue = 5;...
View ArticleRE: JS Question - Hide Field Options using JavaScript
Thanks Guido. I figured it out a very similar way. Thanks again for your help
View ArticleJS Question - Hide Field Options using JavaScript
I've never seen it done before but is it possible to hide an option in a list using javascript?Any thoughts on how to write this? I've read a bunch of blogs but havent seen anything on this topic.Thanks!
View ArticleUpdating CRM - Should I be worried?
Hi there, I have noticed that our CRM online install is rather out of date. We have several custom entities and relationships between those, as well as a solution from ClickDimensions for email...
View ArticleRE: Updating CRM - Should I be worried?
I also use ClickDimensions for emailing and have several custom entities, relationships; with that being said we didn't experience any issues with updating our CRM and we're now up to date with RU13.
View ArticleRE: What table are Lead Status values stored?
select AttributeName, Valuefrom StringMapwhere ObjectTypeCode = 4and AttributeName = 'statuscode'
View ArticleRE: How do I change Sender field on campaign phone call?
Craig, not sure if you have figured this out since our last discussion. I've had a similar situation though...I assign bunches of Opportunities to a manager, who then assigns them to reps. The sender...
View ArticleHow do I change Sender field on campaign phone call?
Hi,i've just created my first campaign which has a phone call activity as one of the campaign activities. I wanted to make the Telesales team both the Owner and Sender of the activity. When i...
View ArticleRE: List of all Phone Calls with Account Number
Hi Chris, Please take a look at this article. Does this sound like what you are having difficulty with? If so, you may need to code a plugin to capture the contact phone numbers on reports. Here is...
View Articlehow to auto-format/structure single-line crm js?
Hello - I'm trying to convert a phone call to an opportunity.I've identified the crm js script lib that gets called by the button and I want to take a closer look at the script.When I open the crm js...
View ArticleRE: how to auto-format/structure single-line crm js?
you can try this online service:http://jsbeautifier.org/
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