Error in field calculation
I am trying to get a field to do a simple calculation and put the result in another field. Here is what I haveField 1 = Estimated Project Amount (estimated amount of a project)Field 2= Fee % (Fee...
View ArticleCan you setup two (2) companies in one CRM Account for testing purposes?
We would like to bring in accounts by testing an adaptor first before we try it in our active company. Is there a sandbox for testing purposes and how do you set it up?
View ArticleEmail Templates and Data Fields
I'm using Accounts to have all the info of my customers and have a primary contact setup for every Account.I'm using Emails templates with Data Fields, I have trying to make a email template to be send...
View Articlehow to query phone calls in crm db?
Hello - I'm trying to find out how many phone calls in my company's CRM implementation are missing Sender and Recipient info. I queried the PhoneCall table/view in the CRM database but I don't see any...
View ArticleShowing owner and participants of appointment in same graph, is it possible
Hi,A user wishes to see a graph of user appointment activity. OK, this is simple as long as one would be satisfied with seeing appointments ownde by users, but the user also wants to see the attendees...
View ArticleCustomising Leads for Projects as opposed to Contacts
Is it possible to alter the fields in the Lead Form section so that the Lead is categorised/ identified, not by Last/ First Name, but by the Topic?
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Importing CRM 2011 Organization into CRM 2011(new server)
Hi,We encountered problems during redeployment Dynamics CRM 2011 from old to new domain.I already install MS SQL 2008 R2 and Report Builder 3.0 same like old server. And backup and restored 2 database...
View ArticleCrm and office 2013
Hi,One of our users is having a problem. He got a new Laptop. Win 8, office 2013. Server is Dynamics crm 2011 with latest roll ups.The crm add-in is always disabling itself after a reboot of the...
View ArticleApplying rule to entity to prevent duplicate records
Hi All,I have a question regarding creating a rule on entity for not allowing duplicate records, how can we achieve this validation? Thanks in Advance,Waqas
View ArticleUnable to access other's records even though I am System Administrator
I am new to the CRM system and I would like to export all contacts.I setup my user as the system administrator security role.When I open CRM, I can only view my records.Please advise.
View ArticleCan not create invitation code on CRM contact !
Hello Everyone,I installed customer portal and after deploy the web site i need to test it by invite someone to register So,When i try to generate an invitation code, nothing happen and an error...
View ArticleSecurity
In Contact information, is it possible to lock the mandatory fields, so that only people in the highest group (top management) can see them. As these fields are actually mandatory.
View ArticleHow do I create lookup columns in CRM 2011 Online?
In CRM it is possible to link records together using a many-to-many relationship. Xlink uses this functionality to create a relationship between an appliance record and a job record. In previous...
View ArticleSocial
Hello,I am a belgian student and I am about te make a report about Social media within CRM.Can someone give ma litlle more information about social crm within Dynamics? Is it possible to download...
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BIDS - Unable to connect to data source CRM 2011
Hi everyone,I've just setup and deployed CRM 2011 as a student management system for a school, but having real trouble getting BIDS setup with CRM 2011.Reports are working perfectly with the report...
View ArticleCustomerSource access
How do Dynamics CRM Online customers that acquire their subscription through Microsoft Online Services Portal - O365 - gain their access credentials to the Dynamics Customersource portal?Historically,...
View ArticleWhy is the field security radio button for Source Campaign in Orders disabled
I'm trying to create field security on the campaign id field in the order entity. When I go to do that the field security radio button is grayed out. What would be the reason you can't enable field...
View ArticleTaking first 4 values of a field and putting it in another field
Title basically says it, I want to take the first 4 letters of the last name field and put it in a different field. Is this possible via workflow or jscript?
View ArticleCustom Entity Activities: Roll-up to Account
I've seen a couple of posts on the Web where people have tried to implement their own solutions for ensuring Activities created on Custom Entities show on the Account page, but it appears this isn't an...
View ArticleOutlook 2013 CRM Client Connection Issue
I have been trying to get my outlook 2013 (installed on windows 8) MS CRM client able to pass my creds to the server. I can install the client into outlook, then I click on the "configure microsoft CRM...
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