Forum Post: RE: Font / Print Size issues since RU14
Developing a custom report will probably require some assistance from a develop with experience of SQL Server Reporting Services. Here's a book that will help: www.packtpub.com/.../book
View ArticleBlog Post: Post Incident Report | Americas | Some CRM Online Organizations...
SummaryAn issue in the CRM Online Service was detected through internal monitoring. It caused <10% of CRM Online Organizations served from the North American datacenters to be inaccessible for a...
View ArticleForum Post: RE: CRM for Outlook - Set Regarding Look Up Record Issue
This helped us as well!Thanks!
View ArticleForum Post: RE: IFD Running into snags at the ADFS setting up Federation...
Did one of the other websites overwrite the Default Web Site? ADFS will only use the Default Website and needs to have an SSL certificate with a fully qualified domain name - example:...
View ArticleForum Post: CCA documentation
hi everyone, Anyone know where can I find documentation about Customer Care Accelerator other than what is on codeplex? It´s because I need to know how to share customer information between several...
View ArticleForum Post: RE: Qualifying Leads Error
Could you clarify the purpose of your post?From what I can tell, you are getting an error message when you are trying to do something, but you've haven't told us anything about your environment, steps...
View ArticleForum Post: RE: E-mail History
It sounds as though you are using notes for recording details of all customer interaction, including phone calls and appointments. That's not the purpose of the notes feature, but that is the purpose...
View ArticleForum Post: RE: Make a record in one Entity Inactive when a value is changed...
I don't know why you need an additional field in bookings. I would create a workflow rule on the discharge entity so that when the Option Set = X, set the Status of the related booking to Inactive.
View ArticleForum Post: advanced find - including and excluding at the same time based on...
I have accounts that have revenue records associated with them. Each revenue record is an invoice and has all the basic invoice information. We use accounting date to reflect when the revenue was...
View ArticleForum Post: New status contract entity
Hi,I got a requirement for a new status in the contract entity. I've been asked to add a new status called "suspended", which should be selected from the dropbox in the form and additionally the...
View ArticleForum Post: RE: CRM online - how do I log a support ticket?
Phone: 1-800-936-4900 in the United States or Canada
View ArticleForum Post: RE: No 'Create Activities' dialog box appears at end of email...
Thank you for your quick reply.Yes, we are using outlook client. The email was send successfully, but it is not creating activities. Here is the log that shows an error when i use tracing in...
View ArticleForum Post: RE: New statecode for Contract entity CRM Online
Hi Jerry, Thanks for your response, but this is not what I'm looking to do. I would like to add a new status, field name StateCode, so it shows in the status field in the form.
View ArticleForum Post: RE: Outlook client installation problem
Hi Paul, In order to assist you with this, can you please confirm the following information for me? - Are you using the UR6 build 1992 version of the CRM client? - Which Update Rollup and MUI Packs do...
View ArticleForum Post: crm 2011 e-mail router not receiving email ?
I set my log level to 3, and verified that the log file is being written to when I started the 'MS CRM Email Router' service.Next, I sent a email to the mailbox, and verified that the mailbox received...
View ArticleForum Post: RE: unsyncing outlook
You can turn syncing back on and change your sync filters to remove those contacts from Outlook.If you're using Outlook 2010, click File, CRM, Synchronize, Outlook filtersFind the contact sync filter,...
View ArticleForum Post: RE: filter a lookup
I will try that. I don't know - just know I have lots of customers that teams need to share but I need to filter the accounts when cases are being entered
View ArticleForum Post: RE: Approach to get entity changes with SQL
There are no audit views and there is no advantage reading the audit tables. The audit data is not structured in a way that is designed to be read in a SQL query. The audit feature optimized for very...
View ArticleForum Post: RE: data segregation at team level by BU is needed
The customers need to be assigned to a user or team in the appropriate business unit and the users' security roles need to restrict them to view only customers in their own business unit.
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Forum Post: cannot 'load data' in email router config tool - see error about...
When I click 'load' data, I 'm asked for for username and password. If I cancel, or enter my username and password, I see the error below. Any ideas on how to fix this?Thanks,Peter
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