How to apply calculations from View and shown in Dashboard of CRM 2011 ?
Dear all,Based on the preset Views and Charts I want to do further calculation and shown in Dashboard. For example I have a preset Chart showing how many Service Request categorized in...
View ArticleMicrosoft Dynamics CRM as a HRIS
Has anyone had any experience using Microsoft Dynamics CRM as a HRIS tool? Has it been successful or not? Can you share any experiences you have
View ArticleCRM 2011 / Outlook 2013 for RDS on Windows Server 2012
Hi allDoes anyone know if and when the CRM 2011 Outlook Plug-In will be supported on Windows Server 2012? It is supported for Windows 8, so it can't be *that* hard to support Windows Server 2012 based...
View ArticleAppointments deleted from CRM still in Outlook
We have an on-premise installation of Dynamics 2011. A user noticed 12 appointments missing from an appointment list. The audit log in CRM showed the 12 records were deleted (after hours on a...
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CRM ONLINE | RELATIONSHIP QUERY | ACCOUNTS
I am new to CRM and I am trying to create Accounts with relationships, simply where a customer has a head office (parent company) and offices around Ireland reporting back to the head office. I have...
View ArticleEmail Router Error
Have a new email router setup talking to online and Gmail. Have other users working and sending emails but no matter what, continue to get this error on one user's Incoming Profile. Incoming Status...
View ArticleCan this chart be done without a custom report?
Trying to create a stacked bar chart or something similar with three values.A - XXXXyyZZZB - XXyZC - XyyZZData would look something like this:Contact Company Date Ordered Jim A...
View ArticleXRMService OrganizationData.svc https in on-premise CRM 2011
We use a solution which uses XRMService OrganizationData URL in orter to retrieve some information which are then displayed in a form. the URL may look like...
View ArticleSRS Data Connector with multiple CRM instances
Greetings,I've just completed a CRM 4.0 implementation at a client site and the system is in production and working well.However, a new requirement from the company's IT department states that all CRM...
View Articleclient portal
Vorrei permettere a dei clienti finali di accedere ad un portale per visualizzare i contratti e i tiket aperti o chiusi.Esiste un portale clienti per dynamics crm?I would like to allow the end users to...
View ArticleClose Opportunity Form
I want to add some values to the 'Closed Opportunities' form, however it appears as though the form is read only. How can I amend this.
View ArticleBest Mobile phones to integrate with Microsoft Dynamics CRM systems?
Hi All,We have recently put into place the Microsoft dynamics CRM system for our sales team. I'm looking to get everything as synchronized / integrated as possible within the sales force and therefor...
View ArticleclaimsPrincipal ArgumentNullException
I'm using PingFederate to configure my claims-based authentication, and I receive this error. Any ideas?>MSCRM Error...
View ArticleHiding views shared with me
HiI've got a long list of views shared with me for a certain entity. I only use a couple of these so I want to remove some. I've done a search and found the blog...
View Articlechange form type when onload
hi, Can I change form mode while form onload? I want to switch form mode to read only under some conditions during form onload. Is there a simple way to do that. Or I need to get all controls in the...
View ArticleCRM 2011 customer portal ACS login fails
Hi, I set up the ACS auth so portal users can authenticate with gmail, yahoo etc., It was working fine up until last month. It is hosted in the Azure. Now when I type the portal URL...
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CRM 4.0 Reporting errors
Suddenly, when trying to run a report (create an invoice) we are receiving this error. We tried manually editing the version in our web.config, as described in this article.Error Description:An error...
View ArticleCannot login to CRM Online - There is a problem communication with the CRM...
Can log in with credentials via browser but keep getting this error when completing the configuration window
View Article1:N relationship
When the Account owner is updated in CRM all case owners under the Account are updated with the Account owner. I know there has to be a 1:N relationship somewhere but cannot find it. Is this a standard...
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