RE: Workflow for a Case status change
Your send e-mail step is a top-level step and is not nested within the conditional IF step. So it fires under all conditions.In your screenshot, where is says "Select this row and click Add Step",...
View ArticleDifference between sales region and territories / how to migrate from Goldmine?
Hello,In Goldmine 5.5, we have 6 "Sales Region" (US/UK/EU Central/...) and each contact has a sale region assigned.I want to migrate this value for each contact to MCRM using Starfish ETL but:I saw on...
View ArticleMigration best practice - Organization Structure, before or after?
Hello,I am migrating from Goldmine 5.5 to MCRM 2011 and I have a simple question.When you perform a migration, what is the better to do regarding the organization structure into MCRM:- first migrate...
View ArticleGM to MCRM - problems to migrate the owner of a contact
Hello,I already asked this question on an other website, but the problem is that I still cannot figure out how to get the right owner of a contact like it is set up in Goldmine.I am using Starfish ETL...
View ArticleGoldmine migration - organization tree versus similar view in MCRM
Hello,We are importing with an ETL software our historical data to MCRM 2011.But, their is a BIG issue.In Goldmine 5.5, you can see a pane displaying under a tree viey associated contact (at the top,...
View ArticleRE: Creating Equipment records via SDK
Hi,Isn't all required attributes, just the systemrequired, see here how to see all attributes systemrequired.Hope this helps.
View ArticleGoldmine Custom Field to MCRM custom Field or MCRM new Entity?
Hello,I would like to have your advice on some custom fields I am migrating from GM 5.5.In GM, we created 4 custom fields related to the contact's competitor (! and not like in MCRM where the...
View ArticleWhen migrating from an other CRM, best practice for security roles
Hello,Before migrating with my ETL tool, as you know, I have to create all the users of the previous CRM, and assign to them a security role.So, I created a new security role called "standard" with all...
View ArticleCreating Equipment records via SDK
Hi,I am trying to create equipment records in Dynamics online 2011 via the web services.The SDK allows me to create equipment entities with only a name and a businessunitid, but when I try to view...
View ArticleRE: Creating Equipment records via SDK
ok thanks!This makes sense, and I can default most of them by gathering the appropriate guid from the url. The only I can't fathom is the calendarid - where can I get this from?G
View ArticleRE: CRM Option Set Values
How did you make the report ? standard report wizard , or custom report (did you make it using report builder or other solution
View ArticleCRM Option Set Values
Hi,I have created an option set with values in CRM. For example, Nurse - 1, Doctor - 2, Patient 3. I want to run a report, but I don't want to use the name as the filter criteria. I would like to...
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Workflow for a Case status change
Within our Case entity we have setup the status with many different options in the pull down menu. I have attempted to have a workflow send and email to a specific department\person upon the Case...
View ArticleRE: Workflow for a Case status change
your Step is out of if condition. you need to click on the wording Select this row and click Add Step then Add Step.best practice - after step to send email. again click on if condtion and default...
View ArticleRE: How to fill To field with customer info for email workflow - Dynamics CRM...
Very helpful! Thank you so much.
View ArticleHow to fill To field with customer info for email workflow - Dynamics CRM Online
Hi,Scenario: 60 days before the "Contract End Date", the workflow should send a notification email to the "Customer".Question: In "Set Properties" for Email, which Dynamic Values should be selected so...
View ArticleIs CRM Online compatible with iPad after the Polaris update?
I update my crm online trial organization today to the Polaris update and while I can access the site on browsers other than IE, it's still using the mobile express version on the iPad. I thought...
View ArticleRE: Is CRM Online compatible with iPad after the Polaris update?
Please refer to blogs.msdn.com/.../crm-for-ipad.aspx for this answer.Thanks,
View ArticleRE: UR 12 form refresh does not seem to work
Hi Kate,Are you still facing this issue. if yes, could you please open a support case with MS and we will look into this issue Thanks,
View ArticleUR 12 form refresh does not seem to work
After installing UR 12, I've noticed that a simple form refresh (F5) does not reload the page with the latest data! We have some silverlight web resources that change data behind the scenes and then...
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