RE: Export to Excel
Hi Adeel,Could you tell me where this setting is present. I am not aware of the above password protection setting in CRM. Thanks.
View ArticleRE: Edit Invoice IBAN number
Hi Richard,happy to ear that you were able to fix the report!Guido
View ArticleEdit Invoice IBAN number
Hi,On our invoices we have at the bottom, an IBAN number. We need to change this but have no idea how.I have tried downloading an invoice and opening the rdl file in report builder as well as in visual...
View ArticleChanging options in the lead source field
Hi. I've added some options to the lead form, specifically the lead source drop down box. Gone through the customization process and I see the items added correctly in the form itself, but when I...
View ArticleRE: Changing options in the lead source field
Hi There,There can be two reasons for this1. On form customization after clicking on save button, you have not clicked publishedFact: in order to make the changes available to users, you are supposed...
View ArticleRE: Implement Parent:Child security access level on shared records
Hi There,If your question is- Can user in service BU share records with the users of UK BU?The answer is yes- just click on the share button after selecting the record and share it with the respective...
View ArticleImplement Parent:Child security access level on shared records
Hi All,I need to implement cascade sharing in CRM2011, but cannot see standard way to do it. I believe, it's possible, but want to avoid coding (plugins).below is a simple scenario:We have some BU...
View ArticleSelecting items in opportunity from several price lists
Hi All,I have an urgent need, I have a business solid requirement for being able to select different price listfor each item line in a single opportunity.Please advise if it can be done without...
View ArticleRE: Selecting items in opportunity from several price lists
Hi Amibdr,its not possible in standard CRM, reason being in ideal business cases you either create a pricelist on time basis for e.g. annually, quarterly which includes all your products or you create...
View ArticleRE: 'Access is denied' when trying to access iFrame in IE9 after installing UR12
Try adding both of these sites in your "intranet zone" and change the "display mixed content" under the zone settings to Enable.It is highly recommended to keep this setting disabled for internet sites...
View Article'Access is denied' when trying to access iFrame in IE9 after installing UR12
After installing UR12, we are receiving an 'Access is denied' when trying to access an embedded iFrame in the Site Map. I suspect this is because the url contained in the iFrame is trying to access an...
View Articlebackdate case resolution end date
Hello,I have recently opened a few very old cases to change case type and add some information, and closed them again. But as the system calculates the resolution time as being the difference between...
View ArticleRE: backdate case resolution end date
Hi there,if you are reopening a case that means it was not resolved earlier, system is configured that way so it takes the latest date.If you are looking to change few description lines in the closed...
View ArticleRE: Export to Excel
You have to find the user under the “All People” page, then edit him by clicking on the name. On the right side, under the “Special Actions” metabox, click on “Toggle Settings” and you will find the...
View ArticleRE: Export to Excel
I am copying a link below. It may also be helpful for you.social.technet.microsoft.com/.../11298.microsoft-dynamics-crm-2011-dynamic-worksheets-in-excel-feature.aspx
View ArticleRE: Export to Excel
Dynamic Worksheets and/or Dynamics Pivot Tables require the use of the Excel addin which is part of the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client. You must install the Microsoft...
View ArticleRE: access my crm after the domain is destroyed
If the domain is still accessible it will respond to your ping.
View ArticleRE: access my crm after the domain is destroyed
Even then you can still restore or import the organization by mapping old domain user to new domain user.
View ArticleRE: Categorization of Prospects/Converting Accounts/Contacts back to...
With regard to pull data please refer to the link I am copying below.http://msdn.microsoft.com/en-us/library/cc677066.aspx
View ArticleRE: Categorization of Prospects/Converting Accounts/Contacts back to...
You can sync data by following this pattern.
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