Automatically creating account record when Lead is qualify
Hi,How do I prevent creation of Account record when I qualify a Lead in the new form (Polaris)? Note: In previous version, there's an option to choose whether you want to create an Account, Contact and...
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CRM 2011 UR12 addCustomView issue
Hello.After installing UR12 I found the issue with Xrm.Page.Ui.addCustomView method in IE10 and Firefox/Chrome. It still using selectSingleNode() method after getting ajax response (see the picture...
View ArticleCRM 4 Portal with Java
Hello all, My company planning on extending Microsoft Dynamics CRM 4 Portal with JAVA programming language. So this portal will consume CRM 4 web services with Java.My question is :1. Is there anyone...
View ArticleCan I create Stored Procedures to fetch data in MS CRM database
I have heard that Microsoft voids it license if we make direct updates in the tables of CRM. However can I use stored procedures to fetch data in CRM database. Or can i create stored procedure in...
View ArticleLead/Opportunity > Activities > Add Phone Call question
When i forget to "Add Phone Call" as an activity under a lead or an opportunity record, and then work on adding them later i do not have a chance to edit the time, date, duration of the call the same...
View ArticleCRM FUN!
Hi all.I am going to host a CRM refresher session for our sales force, in mid-March.Anyone have any fun ideas to kick off the presentation? Do CRM jokes exist? Any images out there that embody an...
View ArticleCRM 2011 - problem with installation group not exist
HelloI've got problem with installation CRM 2011(was before in the same machine, same AD), When is "The "CN=PrivUserGroup...
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Establecer propiedades en un paso de proceso de tipo "modificar registro" en...
Estoy creando un flujo de trabajo en Dynamics CRM para asignar el valor 100 al campo probabilidades al cierre de la oportunidad. Para ello he hecho un proceso que se inicio al cambio de estado en el...
View ArticleConnections and Relationships
What is the difference in linking: Clients, Contacts, Assets, Leads, Opportunities and Owners with: Connections and Relationships in Microsoft Dynamics CRM 2011
View ArticleHow can I debug CRM 2011 activity workflow with plugin registration tool?
I've been doing this with plug-in and it's really useful stuff cause you don't need be attached to IIS process.This tutorial explain how to do that locally:...
View ArticleViewing contacts that have been imported in .csv file
We have uploaded 3,000 contacts via .csv template but cannot view them in the Sales screen which appears blank. The file appears to have been uploaded successfully with the correct number of records...
View ArticleInstalling CRM 2011 without the sysadmin and local admin SQL roles??
Hi.I'm working on installing CRM in a very secure enviroment. I do not have access to domain admin or SQL sysadmin.I am planning to use a scripted XML install. Service accounts,groups and OU have been...
View ArticleBusiness Unit Field on Forms
New to Dynamics here. How do I add a field to an entity's form which will display the entity's business unit? For example, I need to now that Account ABC exists in XYZ business unit. I would like to...
View ArticleCreating new leads from an account
Currently leads start as leads and then get converted to account/contact/opporunity. I want to be able to add new leads (people) under existing accounts so I can carry some of the account info over...
View ArticleCRM tracking unwanted email(s)
Is there a way to configure at a more granular level what emails get tracked in crm? For example, we do not want emails to be tracked when they are sent to an email address that is a registered contact...
View Articlequestion mark in black diamond being displayed for special characters?
Hello - Some users are reporting an issue of a question mark in a black diamond being displayed for special characters when associating a contact to a request.I opened a prod CRM browser instance and I...
View ArticleUnable to save account information
One of my sales reps is unable to save the account information she is adding. She tried logging out and when she does, she gets an error message. Any suggestions?
View ArticleImporting Connections
Good Afternoon, Have been having issues with importing connections. Two issues: 1. there is no capacity to develop duplicate rules, so we are getting a lot of duplication. 2. We get many errors "A...
View ArticleReturn Materials Auth. for CRM?
Does CRM 2011 have any addons that would allow for a return materials authorization to be integrated?
View ArticleDynamics CRM Online - Office 365
Good afternoonCould you help me with a question:I have MS Dynamics CRM Online and I have some enterprise email accounts in a hosting. If I install office 365 with Outlook, Can I replace the hosting?...
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