Forum Post: CRM 2013 Quick Find Universal Search
We just recently switched from CRM Dynamics 2011 to 2013 and noticed and pretty significant change in how the Quick Find search bar works. In 2011, you were able to click on any view with any filter...
View ArticleForum Post: Running Weekly Sales Reports
How can I run weekly sales reports on all Regional Sales Managers from their activity in CRM?
View ArticleForum Post: RE: Need Assistance with Auto Number solution from Codeplex
Thank you both for your suggestions. I did have everything set up correctly. It seems my error was that I did nto realize whent he auto-number generation would occur. Everythign is workign properly....
View ArticleForum Post: RE: Create Task on Contact via Workflow?
Hi Karth,Thank you for the pointer. I think that has lead me in the right direction!Cheers!-Brian
View ArticleForum Post: There aren't any recently viewed records to show.
I am using MS CRM 2013 Online through O365 and have been since Nov. 17th. Right away I started have trouble with "Recently Viewed" recording in the drop-down menus. At first I was having a problem...
View ArticleForum Post: Quick Create Nav Bar
Is it possible to enable a 'Quick Create' form for use only on sub-grids?It would be preferable to be able to have a Quick Create from used on a sub -grid but to not have the Quick Create form added to...
View ArticleForum Post: iPad Safari Browser
Has anyone had an issue with the Safari browser on the iPad in which when you look at the account detail page the browser shuts down? The other areas such as contacts, leads, and opportunities work...
View ArticleForum Post: RE: Chart Refresh Issue in CRM 2011 on Dash board
Are you using CRM Online or CRM OnPremise?If CRM OnPremise, what is current update rollup installed?Does this happens with one or multiple users?What is the version of IE ?
View ArticleForum Post: RE: CRM2011 not installed "not possilble to install RU15" even...
Hello Fister,Could you please post the error stack trace over here. what is the latest update roll up on your machine ?Thank You.
View ArticleForum Post: Add Custom Column from Task Entity to Activity View
Hi,I have added a custom field to the Task entity which I would like to display in the view for the Activity entity. (We are using CRM 2013 online.) From everything I have seen in CRM and from what I...
View ArticleForum Post: RE: Non Searchable Fields available when creating User Charts
Thank you for the update. What update rollup do you have applied?
View ArticleForum Post: RE: View with aggregate function
It sounds like it may be best to use a plugin to update this total field asynchronously. Or you could also try an onload script that updates this field instead of onsave.
View ArticleForum Post: RE: getting the html and text of a crm email template
Thank you for the update!
View ArticleForum Post: Outlook client exception every time my solution is re published
I'm running crm server 2011, ru13 and outlook 201 with the ru15 client. whenever I update my customisations the outlook client dies and then refuses to let outlook restart unless I delete the crm data...
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Blog Post: Understanding CRM for tablets offline scenario
CRM for tablets is a great app for working with you CRM data on your tablet.You can download CRM for tablets from Microsoft or Apple store. Read more here.Most of us do have access to the internet most...
View ArticleForum Post: RE: Form OnLoad Java Script error 'Unable to get property ' get...
I would suggest you press F12, start debugging and put in a break point on your javascript.then load the form againThis will allow you step through the javascript line by line and find the problem...
View ArticleForum Post: RE: Profile picture URL gives 404 in CRM 2013 on-premise
I used blanked spaces within my "display name" (there is a difference in the config, therefore i agree with henrik this is a bug!) and had the same issue. After struggeling around with url rewrite and...
View ArticleForum Post: "Email configuration test is scheduled" but never runs.
I've been having issues with the Email Configuration of my system (Office 365 Hosted). I have some users using the Email Router with Server Side Synchronization, while others are using the CRM plug in...
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