Blog Post: CRM, A Smart Investment
According to a report made earlier this year by Gartner, an information technology research and advisory company, CRM software will be the top priority for additional spending on enterprise...
View ArticleForum Post: RE: Custom Quote Field not showing correctly when Print Quote For...
Thank you Jason. This gets me really close but not all the way. The field is only saved to the server upon saving the quote. Because this will happen behind the scenes, I'd like that if the user...
View ArticleBlog Post: You Can’t Manage Your Sales Pipeline if You Don’t Measure It
You will rarely hear a company say that measuring sales pipeline and accurate business forecasting isn’t important. In spite of this, so many companies still don’t have a unified process for tracking,...
View ArticleForum Post: Viral Appointment
We have been experiencing an intermittent issue with appointments “going viral.” Over the last 5 months or so this has only happened to 4 appointments. When this happens a duplicate appointment is...
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Blog Post: It’s Official! Microsoft to release Dynamics CRM 2013 this Fall!
Since the beginning of the summer I have been blogging about “Orion”, Microsoft’s highly anticipated new release of Dynamics CRM. Microsoft has announced that “Orion”, now officially named Microsoft...
View ArticleForum Post: RE: CRM Printing Only one page.
Hello,This was a recently discovered issue which will be fixed in UR 16. To workaround this issue, you can export the required records to excel and then print it. We understand that losing the...
View ArticleForum Post: CRM 2011 Pie Chart - Percentage round to nearest whole number?
Hello, I have a pie chart and I want to display only a whole number percent. No matter what I try I can only seem to get a 2 decimal percent to show. I've tried Label="#PERCENT" but it seems like...
View ArticleForum Post: RE: Using Notes to update contact status to active
Hi Mia,Ok, I see a few issues here:Screenshot 1:Did you intend for the scope of the workflow to be user? With scope set to user, the workflow will only run for the creator of the workflow, not for all...
View ArticleForum Post: User Login Audit
We're trying to capture user logins into the system in order to start measuring user adoption. Ultimately the exact numbers don't matter but rather the relative volume of usage. Users on the low end...
View ArticleForum Post: RE: trying to save n:n data through plugin?
ok, here's an updated code snippet from the plugin: foreach (var icf in icfs) { var contactId = icf.ToEntity<new_case_finder>().contactid; var...
View ArticleForum Post: RE: Dynamics CRM 2011 On-Premise Flow UI problem
The Flow UI is not available in CRM 2011 On-Premises. It will be in CRM 2013.At this time the Flow UI is only offer for CRM Online (post Polaris update).
View ArticleForum Post: RE: set time value on Date-time field in CRM 2011
This behavior is noticed post UR-12 in CRM 2011 and is targeted to fix in UR-15.Aasif SheikhSupport EngineerMicrosoft Dynamics CRM
View ArticleForum Post: RE: Email Router Stopped Working
Hello,I would request you to verify if the credentials of the user used in the deployments tab for this organzation has expired/reset. Since this CRM organization is an old windows live tenant the url...
View ArticleForum Post: RE: Maintaining a connection through the qualifying process
Thank you for the update Richard. I've spent a number of hours working on this for our very very small company (12 of us) and I'm hoping the same as you, that CRM 2013 addresses these silly issues.
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Blog Post: 12 Key Benefits of Using Dynamics CRM in Outlook
With multiple interfaces for Dynamics CRM and other solutions that your users utilize on a daily basis, here are some suggestions on how to 'work smarter, not harder' using CRM for Outlook....
View ArticleBlog Post: Bing Maps and Microsoft Dynamics CRM
They say a picture is worth a thousand words, which is why we like to use graphs and charts to present our data, and why we like to have maps alongside entities with addresses. Microsoft Dynamics CRM...
View ArticleForum Post: RE: Error Adding Connections using REST and oData in Silverlight
I have resolved this issue.In Silverlight, the EntityReference entity has only one constructor, with no parameters. That is why I was assigning values directly to the Id fields' properties. Doing the...
View ArticleForum Post: RE: CRM 2011 Rollup 11 Duplicate Activities
is there a workflows that was triggered at that time, do you have auditing enabled?Thanks,Mohammad
View ArticleForum Post: RE: scrollbar style change?
Hi Andrew,Nothing has changed here - it would be an unsupported and un-recommended change.Cheers,Scott
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