Forum Post: RE: Workflow to copy Industry info from Account to Contacts - CRM...
I removed the industry from the Contact form, published, and then opened the workflow-update record form. The field started appearing in the bottom of form.Then I completed the remaining workflow...
View ArticleForum Post: Add Existing Record via Workflow
Hi. Is there any way to add an existing record (with a N:1/1:N relationship) to another record using a workflow. For example, I have an N:1 relationship between Contact and a custom Activity called...
View ArticleForum Post: Cancelled appointment notice sent from CRM to external contact
HelloA few of our users set up an appointment in CRM and synchronized it to her outlook calendar. The external contact that the appointment was with received a cancellation notice of the appointment a...
View ArticleForum Post: RE: Email Router Setup with Exchange Online and CRM Online
Hi,Please go through the instructions in the below link and try configuring:1. For Outgoing e-mail profile - msdn.microsoft.com/.../hh550167.aspx2. For Incoming e-mail profile -...
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Blog Post: Webinar “Los 10 pecados capitales de la adopción de usuarios de CRM”
Hace un tiempo he compartido aquí los que considero los 10 pecados capitales de la adopción de usuarios de CRM.Dado el gran feedback recibido durante estos meses y que la adopción de usuarios continúa...
View ArticleForum Post: RE: Workflow Issues. This process cannot be created, updated, or...
Brittany,I will let you know once I install it in a few days.
View ArticleForum Post: RE: Dynamic xlsb to Excel 2003
Hi Angiey, What data are you exporting, specifically? When you choose "Export to Excel" from the ribbon and select "Static worksheet with records from this page", the default export should be .xls...
View ArticleForum Post: RE: How to integrate with Sharepoint online using claims based...
Hi Rafael,I ended up deploying an Azure Web Service as middle ware to implement the claims based authentication.I have raised a support ticket to Microsoft, and they can't provide with a solution as...
View ArticleForum Post: Problem after restoring form DB
Hi guys , I am new here and hold a little bit of CRM knowledgeThe problem happened when I just deleted some fields accidently and after restoring from SQL Server Database I just found out I can not add...
View ArticleForum Post: RE: Advice on converting on premise data (particularly customized...
There are a variety of choices:1. Use the built-in import wizard. Very good price - Free! but not so versatile at importing related entities and processing failed import rows.2. Use one of the many...
View ArticleForum Post: RE: HOW DO I CANCEL THIS MSD CRM - NO WAY OUT!!!!
Thanks Jerry. So poor when this is a global, online product that you have to call a US 1-800 number.
View ArticleForum Post: RE: Advice on converting on premise data (particularly customized...
Thanks for breaking this down for me. Are there any third party tools that you would recommend?
View ArticleForum Post: RE: Manged solution versions in database
Oooops, sorry I correct thank you. :-)
View ArticleForum Post: RE: Sales/Leads view doesn't show my list of leads
Did you ever fix this? I had the exact same problem and arrived here after a search. Just managed to resolve my issue - it seem linked to the filter pane - not sure how. I clicked on the double arrows...
View ArticleForum Post: RE: MS CRM with IFD authentication and ADFS
"community.dynamics.com/.../106312.aspx this is my post.yes the account CRM user from Active Directory.
View ArticleForum Post: RE: IFD CRM login with Default Network credentials
Ok, so you are trying to connect via code but don't want to hard code the username and credentials. Most likely your missing an SPN (Service Principal Name) from the CRM Server for HTTP. First check...
View ArticleForum Post: RE: Invalid Argument when user tries to access CRM (On-Prem)
Did you ever get this worked out? I just added a new user, and we're getting this same error.Thanks.
View ArticleForum Post: RE: Mapping the 'company' field from Outlook contacts to CRM...
Try using the import wizard that CRM provides within Outlook, t should group contacts by company and create the related records in crm + it can import the email history for you.Alternatively export the...
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