Forum Post: RE: Tuition
Brett,Check these guys out:www.lentzcomputer.net/default.aspxNot sure if it's in your area but the organization is lead by a CRM MVP.
View ArticleForum Post: Importing to existing contact
I have about 500 contacts that already exist in my CRM. I have a spreadsheet with updated information for all of the contacts...ie.. phone numbers, city’s, and other form fields that were not included...
View ArticleForum Post: Configuring email router with specific homerealm
Hi,I'm currently trying to configure an email router (UR12) under a claimbased/ifd installation on multiple ADFS servers. To make it works, I need to specify a homerealm, otherwise, it's my federated...
View ArticleBlog Post: Is Your Firm Ready to Add Integrated Marketing Management to...
By Bridget McCrea, Contributing Writer Microsoft's 2012 acquisition of MarketingPilot has the potential to put a full spectrum of integrated marketing management (IMM) tools into the hands of Dynamics...
View ArticleForum Post: Emails sent through CRM from one user ending up in another users...
I am using CRM Outlook client and our CRM hosting company set up an email router for us so we can send out emails from the CRM through marketing lists, campaigns, and with template emails. The emails...
View ArticleForum Post: CRM FUN!
Hi all.I am going to host a CRM refresher session for our sales force, in mid-March.Anyone have any fun ideas to kick off the presentation? Do CRM jokes exist? Any images out there that embody an...
View ArticleBlog Post: Reporting, Reporting and more reporting #msdyncrm
Time to think differently about this concept of reporting. In some systems your only choice to get the data out of the system is with a report, BUT it is not like that with Dynamics CRM. In fact it has...
View ArticleForum Post: RE: Using CRM 2011 - How can I sort the System Views and My Views...
ordered by date created makes no sense and is unmanageable, without deleting all views then recreating in the order you want them unless I'm missing something. This should be fixed.
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Blog Post: Technical Decision Maker (TDM) deck for Dynamics CRM
TL;DR version: Dynamics CRM ‘TDM’ presentation deck is now available for download here:http://aka.ms/crmtdmpartner. It is a must have resource for all sellers of Microsoft Dynamics CRM. TDM deck is a...
View ArticleBlog Post: Lean Techniques for Defining CRM Goals
What business challenge will your investment in CRM address? Is there a specific business pain which is impacting your bottom line? Is there a specific business opportunity you want to pursue? Start...
View ArticleForum Post: RE: CRM 4.0 SDK System Requirements
Absolutely - all the communication to/from CRM will likely use the available web services - as such they are somewhat language agnostic so if you looked around the web a little you would see examples...
View ArticleForum Post: RE: Case Audit
Thanks Jason for your response. I'll try to use the SDK then and see if it will give me the results we want to see.I'm kinda new to CRM so I think I have to do some research for this to work. :)Cheers!
View ArticleBlog Post: Connect with Other Dynamics CRM Users at Convergence 2013
If you're heading to New Orleans in just a couple short weeks, make the most of your experience by participating in Convergence activities designed exclusively for the Dynamics CRM community. CRMUG...
View ArticleForum Post: RE: set a data from the html web resource to the crm 2011 money...
if it is in the webresource of crm then you dont need to use windows.parentbut if it is in the iFrame then you use window.parent to access the money field on entity formand if it is in the form of a...
View ArticleForum Post: RE: CRM 2011 Email Router Support of Windows 2012
Unfortunately, there is no official support for any CRM 2011 components installed on Windows Server 2012. I'd expect support to be included in a CRM update rollup soon.The CRM E-mail Router is a simple...
View ArticleForum Post: RE: Unable to save account information
Can you reproduce the error with another user with the same security role, business unit and team configuration? Have you tried clearing the user's browser cache or resetting all the browsers settings...
View ArticleForum Post: RE: Unable to add images when creating Email templates in...
hiYes the images are hosted on the internet. but what i noticed when i copied the email template contents from the OFT file to MS Dynamics CRM, the image links does not seem to get copied over.
View ArticleForum Post: RE: Automatically creating account record when Lead is qualify
I agree that forcing us to automatically create an opportunity when qualifying a lead is very inconvenient. What work arounds are there to prevent this. I usually just want an account and contact...
View ArticleForum Post: RE: Email with attachment to mailing list
thanks for the replies Jason. At least it's good that i'm not overlooking something. I will go ahead and write the code to create this functionality. I might just use ODATA to query the List and...
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