Forum Post: RE: Radius Search for CRM
I think you can create a SSRS report to display the results according to the distance (specified as a report parameter)
View ArticleForum Post: RE: What is the best phone system to integrate with Dynamics CRM?
Adding another to your list. Just saw this at the Microsoft Dynamics Convergence conference - Avepoint (www.avepoint.com) now has a small-ish suite of Dynamics CRM utilities including one called...
View ArticleForum Post: RE: Reports using data from multiple SQL Server database - one...
The answer really depends on how you plan to use that data and the volume. However you should be abel to use a SQL Linked Server to gather data from other sources.
View ArticleForum Post: RE: Campaign OwnerIdType?
Hi Andrew,You have a great question. Typically items like these can be found in the SDK. However, there doesn't really appear to be great documentation out there for this information. Realistically,...
View ArticleForum Post: RE: Unable to open the attachments in MS CRM 2011 Online without...
At the Bottom of the Page you will get option Do you wnat to open or save Attachmentname from CRM Server nameI have tested this in IE9 windows 7 , CRM 2011 with Ur12 and found this behvaior Thanks,
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Blog Post: CRM 2011 – Neue Forms und AutoSave
Wie viele von euch vielleicht schon mitbekommen habe, besitzen die neuen Forms, die mit RU12 eingeführt wurden, keinen Save-Button mehr sondern diese Formulare werden automatisch gespeichert. Die Frage...
View ArticleForum Post: Hanging third-party accounts from Account or Contract Line?
Company needs to manage an external "service account" for customers. Every line in a contract will have one product and one related external service account.I've come up with three designs, 1) extend...
View ArticleBlog Post: See How Companies are Improving Sales and Getting More for Their...
Are you looking for a new way to improve sales and revenue while reducing your costs? Then read on….Forrester Research, an independent technology and market research company, conducted an in-depth...
View ArticleBlog Post: My First CRM 2011 Workflow
I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it when I can make repetitive tasks automatic, or...
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Blog Post: Just How Big Is MarketingPilot?
Didjital Vibrations…To paraphrase the late, great Douglas Adams from his book Hitchhiker’s Guide to the Galaxy“MarketingPilot,” it says, “is big. Really big. You just won’t believe how vastly, hugely,...
View ArticleBlog Post: Time Saving Tip Using Microsoft Dynamics CRM and Outlook
Many of the blog posts I see have great tips but are usually pretty technical and not really for the average user. This tip is for the average user and it is going to seem very elementary for any of...
View ArticleBlog Post: Three Reasons CRM Software Should Be On Your Wish List
More and more businesses are planning to implement customer relationship management (CRM) software this year according to a recent Gartner survey (http://www.gartner.com/newsroom/id/2358015). Reasons...
View ArticleForum Post: RE: CRM emails saving all office emails because users are also...
Is the "Regarding Contact" field set on these email activities? you can use that to check the contact type of the regarding contact and delete that when it contains employee contact..
View ArticleForum Post: RE: E-mail Router Failure: Mailbox unavailable. The server...
Hi John,A few initial things you can check are as follows:1. Ensure the two user accounts are not locked in AD2. Ensure the two user accounts are not hidden from the GAL for Exchange3. You can test...
View ArticleForum Post: RE: Cannot assign Leads to different Owner
Hi Daniel,I've been polling the PowerObjects brains to see what the issue might be, but it's difficult to say without looking at your system. You might try it from another computer to rule out...
View ArticleForum Post: RE: Format Date label in CRM chart
Hi Florence,Basically the process is:Customize the entity with chartsSelect the chart and export itEdit the XML file and change the tag LabelStyleAdd the parameter FormatSave it and import the chart...
View ArticleForum Post: RE: How to change Extension -- Case, Status Reason to 'Active' ?
update .. I can Open a 'Resolved Case' or 'closed case' and then can perform attribute update.. too (using statecode and statuscode). But I need to chjange it back to 'Resolved' state again..! I tried...
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Blog Post: Microsoft acquires Netbreeze – social media monitoring and...
At Convergence 2013, Microsoft announced their acquisition of Netbreeze, bringing social media monitoring and analytics to the core of Microsoft Dynamics CRM.
View ArticleForum Post: RE: Update Contract States Job in CRM 2011
Hi NVP,Can you please provide some additional information about the CRM 4.0 to 2011 upgrade? What Update Rollup were you on in 4.0, and which Update Rollup are you now on in 2011? Also, were you...
View ArticleForum Post: RE: Solution Import Failed. Error:0x80048470- The entity...
Hi Sandy, The "new_bulkoperation_SharePointDocumentLocations" relationship would be unique to your environment. As this issue would likely require some additional investigating, I would encourage you...
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