Forum Post: RE: Duplicate Detection for CRM 2011
you can create multiple duplicate detection rule for the same entity but with different fields. However, for that limit is only five Duplicate Detection rules per entity.For example for company you...
View ArticleForum Post: RE: Change Entities Case to another Area
Please use SiteMap editor tool or export the sitemap and edit it manually and import it back.You should be done
View ArticleForum Post: RE: crm 2011 mail merge: automatically creating activities
HiYou can use the mail merge for the letter or email communication, but to achieve the closed activity part of your req, you can create the marketing list for those accounts/contacts and create letter...
View ArticleForum Post: Mail Merge Letter and Letter Template
HiI would like to use mail merge to generate letters for Accounts using Letter template but i don't want users of the system to amend that letter which was generate using marketing template. Our...
View ArticleForum Post: Adding Orders to Opportunities - How can i customize the order...
Hello community, We have a new sales process where all orders from our customers should be created and added to CRM. I used to set the estimated reveune for the opprtunity and when it closed won the...
View ArticleBlog Post: Electronic Arts: Social Technology But A Less Social Attitude
In case you missed it last month, The Consumerist, a consumer affairs blog, released their “Worst Company in America” poll. The same company won it last year as well. What was surprising was the...
View ArticleBlog Post: For gamification success with Microsoft Dynamics CRM, focus on...
By Gretchen Opferkew, Director of Education, PowerObjects In recent years, an interesting trend has emerged in the implementation of business applications-the focus on driving user adoption by building...
View ArticleForum Post: RE: Change Entities Case to another Area
Thank you very much guys... its really helpful..!Its really easy.. :D
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Blog Post: CRM – Gartner Reports 12.5% CRM Growth in 2012
Gartner is the world’s leading information technology research and advisory company. Gartner carries out an extensive research program to collect figures for worldwide release. Their website can be...
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Blog Post: Windows Store Apps – Best Practice: Pre-Store Submission
Windows Store has an excellent option to pick your app’s release date. I have worked with several app publishers to use a future release date to test the entire submission process way early in the app...
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Blog Post: Microsoft Dynamics CRM 2011 Application Design Book Review
I was asked by Packt Publishing to do a review of their Microsoft Dynamics CRM 2011 Application Design book, authored by Mahender Pal.There are 8 chapters and two appendices in this 220 page book. The...
View ArticleForum Post: How to log plugin error to custom entity?
I am working with CRM Online and would like to log plugin errors to a new Error entity. I created the new Error entity where I can log the error message along with the plugin that caused the error. I...
View ArticleForum Post: RE: How to roll-back a re-import of accounts
You can't "roll back" but at least you would be able to recover the data to some extent. It might be a little tricky getting the data out -audit data isn't stored like normal data is (1 value to a...
View ArticleForum Post: RE: How to send invoices?
Hi Thomas, Please refer to ideas posted here , also i request you to give this suggestion to connect site where our Product team will look into this that.Thanks,Mohammad
View ArticleForum Post: RE: After Rollup 12 the Notes Subject is missing
it could be due to some issues during the U 12 installation. did you see if the Organizations bits were updated to the UR 12 Bits after the installation was completed.. if you have the UR 12 logs you...
View ArticleForum Post: RE: Dynamics CRM 2011 for non profits
Gretchen, the ideas are wonderful! It gave me a brilliant idea. Since we use products that are donation types that we get, for example, General Fund, I decided to create typical products for in-kind...
View ArticleForum Post: RE: Script Error popup when Qualifying Lead...
Hi Mohammad,Thanks for the tip, it didn't reveal any extra specific information but it did put me on the right track.I basically opened the conv_lead.aspx file and started removing elements until I...
View ArticleForum Post: RE: UR13: Unable to convert Lead to Opp (as new acct OR existing...
Hi Aaron,Cheers for the help. I'll look into the plugins separately.Regarding the conversion window:1. You shouldn't HAVE to select an existing account - Is the idea not that if you tick Account, it...
View ArticleForum Post: Can someone send me a vanilla RU13 conv_lead.aspx file?
Whilst I am using an unmodified conv_lead.aspx dialogue, I am having a lot of issues getting qualifying to work properly (see below), I'd be interested in making sure my conv_lead.aspx file is up to...
View ArticleForum Post: RE: CRM Navision Connector - Changing Integration Keys
Hi Bill,You can get aroud this by creating a new field Contact No. in CRM and autonumber it similar to NAV No series. Then, change the CRM to NAV Contact No. Mapping from CRM Dynamics Integration key...
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