Building Business with CRM book
Is Richard Knudson book worth the purchase as a beginner. if not what would you recommend please.Thanks-nomad
View ArticleView on previous stored details
Is it possible to view the previous details of the same contact, once all the details are updated again like Name, Phone number, email etc. in CRM 2013
View ArticleCRM 2011 + Office 2013 - problem creating mail merge activities
I'm trying to create a email using the mail merge functionality.After the last dialog, where you can select if you want to create activities in CRM, and add attachments I'm prompted with an error...
View ArticleCRM 2013 - Can't add attachment to Email via Mail Merge Campaign Activity
I have recently been demoing the new version of CRM to a potential customer, who is particularily interested in the Campaign module. They have a need to go to a number of suppliers and ask for a quote,...
View ArticleConsume Dynamics CRM 2011 REST API from JQuery
Hi,I have been tasked to develop a Mobile App(s) (iOS and Android based) that will interact with a CRM (2011) installation via API calls. The idea is that the sales people would be able to create Leads...
View ArticleBulk copy (export) Activities from the Leads entity to the Accounts entity?
Hi, How can I do this? If not possible, then how to best manage this?Thanks in advance
View ArticleDisabling an entity
For example, the Leads entity. Hopefully this doesn't require any coding but if it does, whats the easiest workaround?So users don't get confused - we've stopped using Leads
View ArticleHow to link a primary contact to an account using a dialog
I have created a dialog for the creation of a new account and contact. However, I would like to link the newly created account to the primary contact. This is how the process is running: Entity =...
View Articleopportunities can be seen by all teammates! How to restrict opportunity view...
Hello, I first thought it was a security role issue but when I add a look to it, security level for opportunities is set to 'user', but anyway, all salesperson can see oppportunities from each other. I...
View Articlehave to click twice to choose an entry into a drop-down list
Hello,I have this issue and it doesn't seems to be related to to default browser as I get same issue under firefox and internet explorer.When I have a drop down list, the first time you click on it,...
View ArticleError update organizations after installing sp1 for CRM 2013
Hello, need help. I installed SP1 on premise CRM 2013 server. SP1 complete successfully, but when try update organization (before version 6.0.2.51) i got error: System.ArgumentException: An item with...
View ArticleLanding page
Is this a facility/feature that Microsoft have removed. Is there anyway to find it again or do I have to buy another integration from someone else?
View ArticleService scheduling CRM 2011 - Booking a resource multiple times for the same...
Good Day Is it possible to configure Service Scheduling so that a single resource can be booked more than once for the same timeslot. Thanks
View ArticleCross Sale and Up Sale
How can we offer an alternative product/service in addition to the one requested by customer within the defined sales. Cross Sale and Up Sale based on customer characteristics and needs. Is it a...
View ArticleScripting on top of an Entity(not on the Form) in Dynamics CRM.
Hello!I was wondering if I can replicate my database table in CRM... In a correct sense, can I write script to call a Webservice on my Custom Module(eg: Rates) or System Module(Eg:Sales,Services,etc)...
View ArticleCRM 2013 IFD : Tab on lookup fires onchange event twice
Hello everyone,At a customer we have implemented a CRM 2013 Microsoft Dynamics application. And on some lookup fields we have added Javascript on the onchange event of the lookup. There is no problem...
View ArticleImporting Accounts
Hi, I'm trying to import my accounts to CRM 2013 through the import wizard which is coming from a different CRM system. I need to update "Modified By", "Modified on", "Created By" and "Created on"...
View Articlecan't delete report in CRM once deleted from SQL server!!!!!
Hi, I don't understand why it always has to be so complicated. I have created a report in CRM, then scheduled it then logged to SQL and created subscriptions. I then deleted report from SQL and tried...
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Web to Lead Form, Internet Lead capture
Hi,Is it possible to create a web to lead form with dynamics on premise 2013 itself?Or are add-ons and plug ins necessary?If so can you provide such recommended plugins please it will be much appreciated.
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