Synchronize Dynamics CRM between main office and branch offices?
We would like to increase availability of CRM in different locations and thereby achieving redundancy. Due to upcoming data regulations, we are forced to make the data locally available, which...
View ArticleImporting Contacts to Marketing Lists via Excel
Does anyone have a workaround? Without the use of code or advanced find.The scenario is this - we have lists that we buy and we wish to keep track of these per Contact. Quite often a Contact will be in...
View ArticleRole
Regarding Microsoft Dynamics, can we create a role for only creating users and assigning roles without it to be the sysadmin?
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Customizing CRM 2013 sitemap using SitemapEditor (Xmr Toolbox)
Can somebody tell me how to add a new area and sub group for MS CRM 2013. I am using Xmr Toolbox's SitemapEditor.So what should I put for the fields shown on the picture attached?
View ArticleCRM 2011 Data Error when going offline in Outlook
Hi,I have an issue for a client when trying to go offline in Outlook. It's outlook 2010 32bit, windows 7 32bit, 4GB RAM, CRM 2011 RU 16. Using IE11 so brought it down to IE 10.Can use every...
View ArticleOrganizational Hierarchy
I am new to Dynamics CRM. Please let me know if CRM 2013 is having the ability to reflect organizational hierarchy with data access governed by the position of users as per the job function and...
View ArticleOther attributes of contacts
Is it possible to add different attributes of customer in to CRM 2013? If yes, how? Is it also possible to have a single view of the customer then. Attributes like. 1. Social Security Number2. Passport...
View ArticleLinking quotes to BOTH Accounts AND Contacts in 2013
Is there a way to link quotes to both ACCOUNT and CONTACT and having them shown in either the ACCOUNT or CONTACT record?
View ArticleIntegration with Finacle
Can CRM 2013 be integrated with Finacle - Finance Solution for Banking Industry? If yes, how can the information about active financial accounts and inactive financial accounts be viewed?
View Article2013 - On Accounts where have the More Addresses gone
I cannot see how to add more address to an Account
View ArticleCRM Dynamcs for mobile
Hi,I wonder if someone will be able to help us with mobile phones issue. We can connect from internet to our CRM 2013 on premises without any problems with Outlook connector and through IE. When trying...
View ArticleAdding entities, linking to other entities
HiI use to program desktop/ client server windows systems. If someone need to store a list of data against a company, it was relatively easy to manage - create a new table, then link it 1 to many to...
View ArticleCategorization of contact and automatic role creation
Can the prospect be listed as warm/hot/cold in CRM 2013. Is CRM 2013 smart enough to create automatic role. For e.g. if a non customer lodges a query, the role of "Prospect" should be added to the...
View ArticleCRM 2011 Outlook - how to have dashboard as start page????? I have to click 3...
Hi All, I am using CRM 2011 On Premises. How can I make it that when I click on CRM through my Outlook my Dashboard automatically opens up? When I click from MAIL in Outlook on my CRM account, by...
View ArticleAdding related entity in a columns on a view
Hi,Would it be possible to add the related entity as a column in a view? I can't see a way of doing it as when I click on add columns it doesn't show me the related entity section?
View ArticleCRM 2013 - Dropdown list is not scrolling
I have a dropdown list that has more items then can be displayed in the section. When I click on the field you see 4-5 items in the list and there is a scroll bar on the right hand side.The problem is...
View ArticleUser losing access to CRM
Hello, I have a user accessing CRM via Internet Explorer who experiences CRM freezing when searching for records. Then, when the page is refreshed CRM says it cannot recover it. Any ideas on what the...
View ArticleError tracing in the Outlook client
Is there a straightforward way to trace problems with the outlook client? I've installed RU15 client with my RU13 server on Outlook 2010 and it keeps bombing out with the incredibly unuseful 'Faulting...
View ArticleConfigure Microsoft Dynamics CRM for Outlook
When configuring CRM for outlook it reports a problem communicating with the Microsoft Dynamics CRM Server. I have tried all fixes recommended by the troubleshooter but the add in fails to work. Any...
View ArticleCRM to sharepoint documents
Hi,Can anybody help me?how to place a copy of the document that is uploaded in CRM to SharePoint?Thanks
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