Forum Post: RE: Creating a marketing list from an excel database - all...
Hi Csquared,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. There's not going to be an easy way to do this. You can't create a...
View ArticleForum Post: RE: NTLM Transport authentication
Hi Simacho,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics support team. I have reviewed your request and, unfortunately, this is not a supported...
View ArticleForum Post: RE: Help with Word XML Templates (Microsoft Dynamics CRM Online)
Hi Casey,Thanks for your question. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics support team. I see you have a couple of forum posts so I'll respond back to the other...
View ArticleForum Post: RE: Report for win/loss of opportunities/leads
I was trying to do a simple table such as in the "Lead Source Effectiveness" report showing a % for each MRH Owner. Is that possible?I did try to build out the other report as you suggested but I...
View ArticleForum Post: RE: Creating a N:1 Relationship
I ended up using Visual Ribbon Editor to hide the Add Existing button by going to the Unit Line Item entity, viewing the Sub Grid ribbon and hiding that button. I also went to the form for adding a new...
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Forum Post: RE: Quote : XML Templates (help)
Hi Casey,Thanks for your updates. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team.So I have reviewed this situation and I am not quite sure where the issue...
View ArticleForum Post: RE: crmForm.all question
Thanks Josh, that's great info. I'm working on my first CRM project which is a CRM4 to CRM2011 migration. I was not aware that crmForm was CRM4 specific and essentially deprecated in CRM2011. It...
View ArticleForum Post: RE: Limiting Email Attachments causing Outlook error
I have done some offline research in my lab and found that this is by design there are some system settings which we can change to avoid the E-mail attachments tracking in to the CRM but that also...
View ArticleForum Post: RE: Error with CRM Client for Outlook 2007 SP2
Have you done the re-installation successfully? and were you able to configure the CRM Outlook client successfully? Thanks,Mohammad
View ArticleForum Post: RE: Notes don´t update my activity
Notes are not part of the record, they belong to Annotation entity.
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Blog Post: Salesforce’s Secret Quarterly Results
Another quarter greets us with new and interesting results from Salesforce. The reason for the title? While, as required by regulation, Salesforce reported their quarterly results to the SEC, they...
View ArticleForum Post: RE: How to add the Windows Live ID user in MSCRM 2011 online?
I think it is impossible to add the Windows Live ID user for now. The Dynamics CRM use the Windows Live Id before, and the microsoft could not make new customer use WIndows Live Id now.
View ArticleForum Post: RE: Cannot hide tab “General” in custom form of crm 2011
CRM 2011, probably by design doesn't allow you to hide all tabs and fields. By default there has to be I Tab and One field visible on a form.
View ArticleForum Post: RE: Field Secuity Profile and merge capability
Hi Amit,Here is the link that can help you.www.powerobjects.com/.../field-level-security-out-of-box-in-microsoft-dynamics-crm-2011Archana
View ArticleBlog Post: Rebooting
It has being a long time since I last updated this blog. More than 3 years! Time flies. During that time lots of things have changed in my life and work. After 5 years of being a Microsoft MVP I joined...
View ArticleBlog Post: Temporary Post Used For Theme Detection...
This is a temporary post that was not deleted. Please delete this manually. (463c3951-b0ab-4fb3-a4ce-323dbeebd288 – 3bfe001a-32de-4114-a6b4-4005b770f6d7)
View ArticleForum Post: RE: Limiting Email Attachments causing Outlook error
Done. Thanks for your help
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Blog Post: When more becomes less. The Presenter’s Paradox
I have done my fair share of software presentations over the years, and I more than once have committed the crime of trying to impress the audience by showing more and more things about my products. At...
View ArticleForum Post: RE: custom autonumbering in CRM 2011 RU13
Damir,Our commercial solution could be an alternative for you. You will have to determine if it is cost effective. But other people like it: pinpoint.microsoft.com/.../reviews
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