Forum Post: RE: "Accounts" Classic View : CRM Online (Office 365 Cloud)
Here is a walk-through: Force Classic Forms - CRM 2011 (Process UI)
View ArticleForum Post: Quote : XML Templates (help)
Dear Forum Members:I need help with building a Quote in Microsoft CRM Online (Office 365 Cloud). I have the XML Quote Template sample on a memory key. Just have to upload it properly and generate the...
View ArticleForum Post: RE: Problem Creating Mappings In CRM 2011 On Premise
When you are creating your custom entity, are you starting in the Contact record, clicking on the relationship to the new entity in the left navigation and then doing a create new? Creating via this...
View ArticleForum Post: Activity Feed Rules (Custom Entity)?
I'm looking to add some rules to update the Activity Feed based on changes made to a custom entity, however I see no way of doing this i.e. There is no 'New' button in the Activity Rules view ribbon....
View ArticleForum Post: Single sign on with old system
Hi, I am facing such a case. My customer has an old system with an oracle database. Clients login into the system with user id and password in database’s user table.And now they want to import Dcrm2011...
View ArticleForum Post: RE: How to convert an outlook contact to lead in crm 2013
Hello,There is no out of the box functionality to convert a contact into a lead. This can only be done from lead to contact.
View ArticleForum Post: CRM add-in for Outlook closes or is deactivated on reboot.
I have a few users (2 or 3 out of 20) that experience this daily. When they open outlook for the first time, the crm add-ins have not loaded. Opening the options/add-in section and activating them...
View ArticleForum Post: RE: CRM 2011 install, having trouble with AD OU objects
Installing CRM on the domain controller (AD) is actually not supported. Normally one would want to create a separate OU for CRM objects.
View ArticleForum Post: RE: IPAD ISSUES - Account page (new button does not work), cannot...
Is this still occurring? What update rollup are you on? CRM Online or On Premise?
View ArticleForum Post: RE: CRM Email 404
This could be an IE zone configuration issue as well. Have you verified that the CRM Url is in either the Intranet or trusted sites zones?
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Blog Post: Connector for Microsoft Dynamics V3 released today
Connector for Microsoft Dynamics V3 (3.0.217.1) released today! This release includes a major update to the MSDI database and Connector for Microsoft Dynamics service, designed to improve efficiency...
View ArticleForum Post: RE: Lead Qualification Problems
Muhammad is correct with the KB article provided
View ArticleForum Post: RE: Error when accessing a Contact Form
Here is the error message:ErrorAn error has occurred.Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft...
View ArticleForum Post: RE: How to add the Windows Live ID user in MSCRM 2011 online?
I am also facing the same issue. Have you managed to resolved this? If yes, please provide us with the steps involved.
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Blog Post: Black Forest Fire call to action
Tuesday June 11, 2013 I left work early to go see my daughter at work. She had recently started working at a local Starbucks and asked me to come by. I got there at 1:57pm and took this picture below....
View ArticleForum Post: RE: Cleaning up contacts
You could use the Parent fields on Account an Contacts to create a hierarchy. You would have to be a little careful as an Account can only have a parent of another Account while a Contact can have a...
View ArticleForum Post: Dynamics CRM to GP Integration
I am aware of the free connection tool available for CRM/GP integrations, but was told it has limited touch points and will only integrate for one company. Therefore, it appears that customization is...
View ArticleForum Post: RE: Missing FormXML when exporting Solution
Hey Frenkie,I believe that this is going to take quite a bit of time to dig into. If the issue only happens after UR13 I think it should be investigated further for a possible bug. Could you create a...
View ArticleForum Post: RE: Microsoft Dynamics CRM Online : Opportunity Entity (HELP)
It sounds like you might have the new Process UI form enabled. Out of the box these don't display the navigation items to line items or quotes. The best way might be to go back to using the "classic"...
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Blog Post: Surface: One Device to Rule Them All
About three months ago, I wrote my review of my, then new, Surface Pro 128. I was in Seattle at the end of February for the MVP Summit and had picked one up. It survived the journey to Australia and...
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