Dynamics CRM Online - Default to Notes view?
Hi, I am trying to configure our Opportunities form to display "Notes" instead of "Posts" in the Social pane by default, but I can't seem to find an option to do so. Is this possible?
View ArticleSecurity Role for new user
The online help describes how to set a Security Role for a new user, but the instructions aren't right for the screens that I see (as Administrator). I'd appreciate some help. I'm new to CRM Dynamics...
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Export to Excel Dynamic pivotTable / Worksheet option
Hi, Is there any way to remove/hide Dynamic PivotTable and Dynamic Worksheet options from Export to Excel dialog for all users or based on security role.
View ArticleDialog Failure
I have a 2 stage dialog which I went in to modify the order of some Prompt and Responses. After completing the modifications I noticed that in Stage 2 all 3 of my conditional statements had changed to...
View Articleform javascript management
Hello - I need to add some custom js to the Account form. I noticed that the Account form in my CRM implementation is associated with a js file named Account_main_library.js.Does CRM include...
View ArticleAssociated View / Related "Regarding" Records in Custom Entity
Hello.We have a Custom Entity called Jobs. We are trying to create a grid view under the Account (we renamed it Firm) entity that will display all Jobs related to the firm AND any sub-accounts (in...
View Articlecentral association for jquery.js?
Hello - I'm working on the Company form of a CRM implementation. When I view the script associations in Firebug, new_jQuery.js is an associated script file.The company I work at tends to use the...
View ArticleTrack Leads from Partners
Hi, I'm wondering if anyone ever needed to track Leads from Distributors as a means of measuring Distributor performance? What would the least invasive way of implementing this be?Thanks in advance.
View Articlecrm 4.0 outlook
Hi all,Our client has a lot of sales people who wants to know if there is any way of configuring outlook to crm through some script (powershell) without any manual intervention.Basically we are using...
View ArticleLead back to opportunity
How do you move an opportunity back to a lead if it was accidentally qualified
View ArticleHELP!! When I log on to CRM I get Query Build Error
When I try to sign on to the CRM system I get the following message...Query Build Error. The specified record type does not exist in Microsoft Dynamics CRM.Thanks,Gary
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Workflow in CRM
The workflow in CRM is crashed automatically .can you tell me why this error is coming.
View ArticleReceivables Aging and Invoicing
Is receivables aging and invoicing handled directly in GP? We are a non profit concern and in most cases have installment based commitments received from our donors. I am not sure how this should be...
View ArticleCustomized Page
Hello all,As i am new to CRM ,i Just want to know when we create any new field in any form ,can we link that field to the web page.
View ArticleEmail Reply Button click
Hello Everybody,I have a cutom field in EMAIL Activity Entity, whenever the email status reason equals to received, I want to reply for existing email. After clicking on reply button in email form new...
View ArticleCRM Online with Connector (NAV), new flow GUI?
Hi,When setting up Connector for CRM Online and NAV the installation document states that you need to use the "classic view" in CRM.Installation video that refer to the subject in...
View ArticleRetrieving Attributes from Multiple Linked Entity
Dear Experts,I have the following requirement.Scenario: A user wants to create a task which is regarding to an opportunity, the opportunity is linked to a custom entity called management team. The...
View Article[HTTP Error 404.15]: when trying to login to CRM 2011
Hi,When i try login in CRM 2011, irrespective of user, it shows me below error:"HTTP ERROR 404.15"THE REQUEST FILTERING MODULE IS NOT CONFIGURED TO DENY A REQUEST WHERE THE QUERY STRING IS TOO...
View Articlelogin error
While login i am getting an error like this " unexpected error try it again and again if the same problem exist ,contact Microsoft Administrator Support"
View ArticleCRM scope
Hi, I have just loaded Dynamics CRM and Im trying to work out how far it goes.Currently we use sharepoint to generate quotes and orders. We log every day we do against a job (using a circular lookup )...
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