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Blog Post: Dynamics CRM Licensing for DEV, UAT and PROD

There is much confusion about what licenses are required for which environments when it comes to Dynamics CRM. Common wisdom suggests a production setup should have three environments: a place to...

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Forum Post: RE: CRM 2011 Mail Merge Template merge fails for one user

Hi Steve, This issue doesn't seem to be anything with the sysuser tables as any level updates really don't end up updating this table. Based on the inputs provided above, I have some...

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Forum Post: RE: I had Fresh Installation of CRM 2011 But I am not visible to...

Hi Abhi, Did you face any validation issues during installation for the CRM - SSRS setup ? Are all the services running and dedicated accounts used for them or it is just one admin running all the...

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Blog Post: Using Microsoft Dynamics CRM to Increase Lead Generation

If you are in the market for a CRM, system chances are you’re looking for a solution that can do more than just manage your contacts or remind you of appointments.Given that I’m a marketer by trade I’m...

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Forum Post: RE: How can you update the Quote SRS report for CRM online use?

Has any third party created a Fetch Based Quote or Order report that they will sell as an addon?  Seems like a great opportunity for someone if MS is not going to provide one.

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Forum Post: RE: Getting only Date from Date time field using javascript

With javascript you just need to create a new date a set to the field:var dateFieldValue= Xrm.Page.getAttribute('datefieldname').getValue();var year = dateFieldValue.getFullYear();var month =...

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Forum Post: RE: High CPU on CRM database

Hmm, well I ran the query that is suggested in your wiki, and I don't believe I see anything out of the ordinary?record_id EventTime system_cpu_utilization sql_cpu_utilization18218 2013-08-19...

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Forum Post: RE: Anyone using a SLA Forecasting tool in CRM 4.0 or 2011 ?

Hi Beat, I've been considering developing an add-on that allows revenues to be recognized over a period of time because I'm not aware of any add-on that already does this. Today, CRM assumes that an...

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Forum Post: RE: Authenticate crm online with 2007 services and office 365

Hey Guido, not at all.. Yes I'll correct myself.. it is easy if they are using the OOB Office 365 logins.. however in the bulk of my experience most larger organizations are using Federated Identities...

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Blog Post: New CRMUG Collaborate Mobile Interface

CRMUG Collaborate just keeps getting better! What’s new this time? A great new mobile interface!If you’ve not visited CRMUG Collaborate on your mobile device lately, I encourage you to check it out....

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Forum Post: RE: Save and New with Same Data

You could do something like this use a custom button and some JavaScript - CRM allows you to pass values to a new form and have those values pre-populate form values:Set Field Values Using Parameters...

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Forum Post: RE: Friday Puzzle - What wrong with this JavaScipt?

Essentially. Its just supposed to add 3 days to the current date but if the chosen date is a weekend then its supposed to add more. Example, if Saturday add 4 days. I wasn't entirely sure the numeric...

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Forum Post: RE: Memory Management issuein CRM Client for Outlook UR11...

Hi AdrianR, This message is by design, and to better explain why, I'll do my best to cover how we've changed the design of the client in our most recent update. When the CRM client is first opened with...

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Forum Post: RE: Custom Button not displaying in outlook 2010

Hi!Have you tried following the instructions I give on making buttons appear correctly in Outlook - develop1.net/.../Make-sure-ribbon-buttons-appear-in-Outlook.aspxhth

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Forum Post: RE: Workflows

Hi Mary,What is the problem? Is the workflow failing? Does it not run at all?

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Forum Post: RE: set the paper size in report wizard in CRM 4.0

Hi.  Could you please advise how to re-upload the report in CRM Online?Thanks in advance.

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Forum Post: RE: Mobile app for CRM online with GPS tracking

Are you only targeting Windows 8 devices with onboard GPS? That's a pretty small set of devices. For example, the Surface RT and Pro tablets don't have GPS according to this...

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Forum Post: RE: granularity of crm solutions?

There are a couple of whitepapers that might help (although neither will provide implementers with the exact answer for every situation):ALM for CRM 2011 - CRM Solution Lifecycle Management...

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Forum Post: RE: The update file is not valid...

hi,I have the exact same issue and yes I am on SP 1 SQL 2012 x64.Ahmad.

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Forum Post: Case Resolution

The Polaris case resolution form does not display the billable time when I click the resolve case button so I cannot edit it.  After I open up the case resolution activity (after the case is closed),...

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