role migration question
Hello, what's the proper way to migrate CRM roles to another environment? I can use the orgservices for the different environments for data retrieval and transfer. However, there seems to be a lot of...
View Articlecrm 2013 layout question
Hello, I have a question about the CRM 2013 layout as compared to CRM 2011. In CRM 2011, you can navigate to related data through the left-hand nav area. Based on a default installation of CRM 2013,...
View ArticleCRM 2013 Opportunity Est. Revenue (Base) calculation
I have opportunities that can be listed in a currency that is not my base currency. (eg. USD instead of AUD). In each opportunity, the salesperson enters the 'Est. Revenue' in the currency of the...
View ArticleDuplicate Detection Jobs; more than 5000 duplicates
Hi guys,I have in my database around 150k leads and I want to check for possible duplicates. I have 2 rules: E-Mail Match or Name Match. But when I try to run the Job I got this message: "Bulk Detect...
View ArticleAudit History Report
Hey Guys !Is there any way to make a SSRS report for audit history ?I'm using Dynamics CRM 2013 ONLINE !Thanks for all !
View ArticleInserting links and attachments in mail template
Hi all,I need to insert a link and an attachment in a mail template and I can't figure how to do that. I have a very simpe editor that not provides the necessary tools to do this. Is it possible to...
View ArticleCRM Online 2013 - Click to Dial (voip/tapi)
I am using Dynamics CRM 2013 Online and am using a Hosted PABX voip service with Cisco SPA504G handsets. Is there a way I can click a number and have my Cisco SPA504G handset dial the number?
View ArticleMulti-entity lookup needed
I have a custom entity on which I would like to add a lookup that allows a record to be associated with either a user or a contact. CRM comes with some lookups that allow the user to choose an entity,...
View ArticleScrollbar not visible on custom entity form on I-Pad
Hi All,I Created MS CRM Online application , in which I created 2-3 custom entities.Now the form's is working fine if we open this in desktop or in emulator, but we can't able to see the complete form...
View ArticleCreating a new contact?
I am in the trial version. From an e-mail is there a way to create a new contact, opportunity from that e-mail that person sends, will it auto fill in the details from the e-mail into the contact...
View ArticleMs crm 2013 and Sharepoint 2013 list component
List component creates automatically folder to Sharepoint. But how can I generate 3 different folders under for example individual account folder?/customer a/folder 1/customer a/folder 2/customer...
View ArticleMultiple Select Option Set
Hello!Can anybody help me with this:I have two (html) Dropdowns(DDL1 & DDL2) in which the values get filled dynamically based on a WebService call.My requirement is - when i select DDL1, the values...
View ArticleTime stamp on Case form in CRM 2013
Hi All - there is a specific requirement i am working onScenario:User 1 talks to the client while case creation and captures the required information like description, category, etc. Once this is done...
View ArticleNew to Microsoft Dynamic CRM
I am new to Microsoft Dynamic CRM and how want to know what I need to do in order to implement Microsoft Dynamic CRM in 3-4 weeks.
View ArticleSDK Connection fails as of yesterday, Dynamics CRM Online
Hello,We have code connecting to Dynamics CRM Online via the SDK. Since yesterday we have serious problems connecting to Our CRM instances. The first Access to the Organization Service Returns this...
View ArticleDuplicate Detection CRM 2013 SP1
Hello,According to the latest information from Microsoft the duplicate detection is back to the web UI. Does anyone know as of which date this will be activated in Dynamics Online?Thanks,Vassil
View ArticleCRM 2013 Campaign Activity Mail-Merge tracking problem
Hello,I use CRM 2013 on-premises and Office 2013. I create marketing campaign with an Email Mail-Merge campaign activity from Outlook. When I distribute campaign activity, correctly, Word is launched....
View ArticleCRM 2011 workflows
Hi Guys, I cannot seem to find my CRM 2011 workflows. They were all activated, I even tried running them manually but they are not showing up on the workflows tab within the record or in the system...
View ArticleI need the server URL for microsoft Dynamic CRM 2011.Aa i'm configuring it...
I need the server URL for microsoft Dynamic CRM 2011.Aa i'm configuring it with Outlook
View ArticleQuotaExceededException while debugging with Plugin Registration Tool
HiI got System.ServiceModel.QuotaExceededException when I try to profile with the Plugin Registration Tool.I found out that it occurs due to the Fault Size Limit in the WCF Service of Dynamics CRM...
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