Forum Post: RE: Not being able to edit/add the Sales Stages Names on the Lead
Appreciate the assistance and it worked! I have a VAR that has consulted me that it would not have been editable and not an option but its great news to hear we can add/change them. Thanks!
View ArticleForum Post: RE: Adding name field in email templates
I've created some email templates in CRM using HTML, but I want to add a name field for which the code should be {!User : Full Name;}So what i'm trying to find out is how to add a name field to my...
View ArticleForum Post: RE: Audit Error: Attribute Metadata could not be retrieved from...
Hi,Do you resolved this issue?We have the same problem...Thanks
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Blog Post: Customize email template and add corporate logo to report...
Report Scheduler add-on for Microsoft Dynamics CRM 2013 Online and On-Premise allows easy scheduling of out-of-the-box CRM Views as well as user created personal Views which can be received in email...
View ArticleForum Post: RE: Using Notes to update contact status to active
Hi Mia,Can you please post a screenshot of your workflow logic?
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Blog Post: CRM2011 Dashboard: You do not have enough privileges to access CRM...
Issue: CRM2011 Dashboard showing "You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information contact your Microsoft Dynamics...
View ArticleForum Post: RE: how to get parent case values via xrm?
Hi Andrew,I would expect that user should be responsible for deleting records that they don't want. Using a childsaved attribute would be a neat solution if your users were not keeping track of their...
View ArticleForum Post: RE: NAV/CRM Connector (v2.0) error for Currency
This one is applied: support.microsoft.com/.../2597312base languages are the same for NAV and CRM.
View ArticleForum Post: Tracking Token Problem
Hi allI have a following problem:I use tracking token with my emails in CRM(online). When I receive a replay message to email that has been sent from CRM, in most of cases the incoming email is...
View ArticleForum Post: RE: CRm 4.0 Email Router Error for only 1 user: incoming failure...
Hi,Thanks for the update. The issue with 401 and emails getting stuck in Pending Send state would be different and not related. Can you enable Tracing on the Email Router Outgoing Profile using steps...
View ArticleForum Post: RE: Slow Silverlight Webreource loading on Opportunity Form...
We had a similar problem recently which was only noticeable against CRM Online/CRM Hosted. For us the solution was to use REST instead of SOAP in our calls to CRM from Silverlight. We saw reductions...
View ArticleForum Post: RE: Resolving a case in mobile express 2011
Hi,You don't have the option to resolve cases on the mobile version. I suggest you implement a custom drop down menu that will trigger a workflow closing the case.Hope this helps
View ArticleForum Post: RE: How to identify CRM AD groups GUID
Thanks to both of you.I run the script and I realised that there are 2 different kind of information:The Object ID (with a code different per each group)The Object name (where the GUID is the same for...
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Blog Post: Adding Standard text to Microsoft Dynamics CRM 2011 Notes
Described in this post is a way to add standard text to the Notes section in Microsoft Dynamics CRM.
View ArticleForum Post: RE: CCA documentation
Let me know if this helps.blogs.msdn.com/.../introduction-to-the-customer-care-accelerator-cca.aspxblogs.msdn.com/.../released-customer-care-accelerator-for-microsoft-dynamics-crm-2011.aspxAasif Sheikh
View ArticleForum Post: RE: Direct Mail subject line
Do you guys have email template with the html tag in body of the email? if you have any email with the html tag in the email body saved in email template then delete that email. Also, remove the logo...
View ArticleForum Post: RE: Automatically track emails in Outlook based on a rule
With the default functionality it is not possible, however you may need to connect with one of our partners to get this done.Aasif Sheikh
View ArticleForum Post: RE: Multiple Open Calls Creating a Mess
Hello Sami,Thank you for posting your question out here.Are you talking about the OOB entity Lead in CRM and the Phone Calls associated with it which are open and not marked complete.Then I created a...
View ArticleForum Post: RE: crm for outlook feature question?
You may need to connect with one of our partners for this.Aasif Sheikh
View ArticleForum Post: RE: How to add additional information to the closed opportunity form
Thank you Jason. As always, you are quite knowledgeable, courteous, and helpful.
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