CRM Help
We have a website where people apply with their information and right now I am manually putting them in as an account. Is there anyway I can link CRM to automatically update or add an account when...
View Articlechild records changing an open parent record.
Hi there,I have properties (we're a housing association) which have assets such as sinks, air coniditioning etc. The assets have a category one of which is called "Tenant Responsibility." I created a...
View ArticleMS CRM 4.0 PidGen.dll cannot be loaded from this path
Exception message: Invalid license. PidGen.dll cannot be loaded from this path C:\Program Files\Microsoft Dynamics CRM\Server\bin\PidGen.dll This server and the install of MS CRM has been up and...
View ArticlePicture Viewing through CRM
Currently we are uploading about 20 pictures per job to a SharePoint server integrated with the CRM. What would be the best way to be able to view these pictures without having to open each one...
View ArticleIphone CRM App
What Iphone app have you found is the best one? I downloaded Remco Mobile CRM, but am having a hard time with it.Also, when I got into my accounts tab at CRM, I have to click the "down arrow" next to...
View ArticleBest Practices for Working Better Production and Sandbox Environments
I was just wondering if anyone would be willing to share some of their best practices for working between a production CRM environment and a sandbox CRM environment!
View ArticleWhat makes the "+" show up?
When creating an opportunity, you have fields for Other contacts, Sales Team, and Competitors all done as sub-grids. I have a "+" sign next to sales team and competitors where I can add one to the...
View ArticleHow could I see those fields I created when importing the contact file into...
I imported contacts from a CSV file, created some new fields at the same time. But when I browsed the contact information that were already imported in the CRM, I couldn't see those fields I just...
View ArticleGrid to Excel errors out with "TM - Company Expense Reconciliation has...
When trying a Grid to Excel for the company expense reconciliation a message comes up saying "TM - Company Expense Reconciliation has stopped working" and Excel does not open. This happens only on a...
View Articlecan't get handle to crm form element through js?
Hello - I was trying to get a handle to a CRM form element through js and I was running into issues. I used the browser element inspector to click on a left nav menu item (Contact > Quotes).The...
View ArticleChanging field label via solutions
Let's say my development environment has 10 new custom fields in one entity, and my production environment does not have any of those fields. I want to add 2 of the new custom fields to my production...
View ArticleJust started to learn dynamics CRM
Hello everyone!I have been working as a Siebel CRM consultant for almost three years now, but I am thinking changing the platform to MS-Dynamics CRM.I have recently started learning dynamics CRM, and I...
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
View ArticleDynamics is driving me nuts - please help
I have used Dynamics successfully for 2 years and done all the training. So joining a new company I thought download a trial and get them started on it as well. Great until I tried to access an account...
View ArticleCRM 5 New Features Summary?
Can anyone direct me to a good CRM v5 new features summary? Thanks!
View ArticleCRM 5 - Lead 'Follow-up' Gone?
I'm about to upgrade from v4 to v5 and in testing the lead form, I don't see the very easy to use 'Follow-up' action that is on the v4 lead form. It quickly opens a form assistant and the user can...
View ArticleLead Cloning?
When can we expect to see Lead Cloning capability in CRM? It's a simple, but powerful feature that's been available for years in competing CRMs.
View ArticleYou do not have sufficient privileges for importing data. I am the admin....
I'm trying to import data, and see the message "you do not have sufficient privileges for importing data into MS Dyn CRM. I am the administrator, but there are two of my contacts.
View ArticleHow to limit the work hours in phone calls , meetings and tasks.
Hello , Currently when creating a task or a phone call in CRM, the default hour is 00:00 . is it possible to change it to be affected by the user work hours ? Thanks,
View ArticleChanging overview screens
Hi,How can I change the fields on the screens where Dynamics gives you an overview of all accounts. For example. Now contacts only show name & phone. But I want to add e-mailadress and a view other...
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