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Forum Post: RE: Preparation for Dynamics CRM 2011 Certification - Exam MB2-866

No its not mandatory, I just passed it last Thursday.There are a lot of practice materials on the web you can just Google around for them.I used this book to study: www.amazon.com/.../ref=sr_1_sc_1I...

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Forum Post: RE: crm db update considerations?

Your argument does make sense but you might also consider what might happen in the future. Meaning Microsoft tries very hard to make sure use the available APIs doesn't break during patches and...

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Forum Post: RE: opportunity records cannot be accessed through opportunity tab

i tried accessing through the recently viewed views and it started to work. thanks for the help

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Forum Post: RE: Case Resolution Entity

once I test and it works I will defiantly mark it.

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Forum Post: RE: CRM 2011 IFD + Sharepoint 2013 configuration

Here is a link to configure SAML-based claims authentication with AD FS in SharePoint 2013:www.dshift.com/.../configure-saml-based-claims-authentication-with-ad-fs-in-sharepoint-2013

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Forum Post: RE: Account form subgrid and related contact activity records

HI William,   I've been trying to get this to work as well.  Did you find a solution?  I tried using the article as well as the info from Josh's answer, but have had no luck.Thanks, Debbie

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Forum Post: RE: Building a Report - Need guidance for sub-reporting?

Update:  I simply enabled pre-filtering and removed the existing filter/parameters that I had in my report, uploaded and it works.  Even though I have developed a working Quote system, if anyone...

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Forum Post: RE: CRM-Online loads jquery when modifying an account and...

Very helpful thank you!

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Forum Post: RE: Task Email Alerts in Outlook

You can use Workflow for this purpose. Refer to this link please:blogs.msdn.com/.../automating-task-notification.aspx

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Forum Post: Error creating an appointment

HiI tried to create an Appointment and i get this errorUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0,...

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Forum Post: RE: Successfully disable the Process form

Is the classic form set to "Display to everyone" and enabled for fallback and is it set first in the Form Order?

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Blog Post: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle...

As Microsoft Dynamics CRM continues pushing towards the enterprise space, it becomes increasingly important to support the requirements of the enterprise—not only through the product but also in terms...

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Forum Post: RE: Flexible form

Hi Dan,Thanks for the clarity in what you are looking for.  I hope I fully understand your request but I believe you can accomplish this goal pretty easily.  Essentially you can go through the...

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Forum Post: RE: Get Team Administrator via javascript

Thanks very much Jason it helped alot

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Forum Post: RE: Work Flow for Approval -Definition

Pranov,Is your problem that the workflow does not trigger?  I see that the scope of the workflow is set to User which would mean that only the user owning the workflow will trigger it.  You need to...

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Forum Post: RE: Sales/Leads view doesn't show my list of leads

This did it, by golly! Thank you so much! The space where my mouse turned into a resizable arrow was very tight, but I was able to finally resize that pane and view my leads. Thanks!!!

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Forum Post: RE: Preparation for Dynamics CRM 2011 Certification - Exam MB2-866

Jason and Tiera, thank so much for the info.  It is very helpful.We are Microsoft partners for SharePoint and Office 365.  I'm not sure if I can access the material for CRM.Thanks again.

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Forum Post: CRM Security for Item Maintenance

This is the first role I've created from scratch - this user ONLY needs to be able to add/modify items (under the Workplace/Extensions area).  Thanks for your help!

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Forum Post: RE: Mail Merge Email Issue

Thanks Zach,Does this happen for all users that run mail merge?

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Forum Post: RE: Account duplication on qualifying leads

Thanks Uri,For your first question, there is no way in CRM Out of Box to automatically relate a lead that you are qualifying into an account. You would need to qualify this into a new account and then...

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