Forum Post: RE: VM Licensing for training
You will need a Server License + Device CAL . Client Access Licenese or CAL allows any number of physical users to access Microsoft server software through a single device.With most products, you must...
View ArticleForum Post: RE: Fixing CRM 4.0 Outlook add-in could not be initialized...
Hello Richa,Been some time since I dealt with that issue. If I recall correctly in the end I just broke down and switched that single user to another machine that was cleanly imaged. Since it was just...
View ArticleClik here to view.
Blog Post: Microsoft Dynamics CRM Orion User Experience revealed at Microsoft...
The #1 obstacle to the success of CRM solutions is user adoption. Microsoft has taken that to heart and has worked to improve the user experience and user interface design in the latest Dynamics CRM...
View ArticleForum Post: RE: Configuration Wizard won't run
Yes you should try after disabling them. Furthermore I am copying a link below as I have found some suggestions there and thought of sharing it with you as...
View ArticleForum Post: RE: Add users to CRM online programmatically
Add the users to Office 365 and CRM online using Powershell - technet.microsoft.com/.../jj151815.aspx// Create Initial Session State for runspace. - import-module MSOnlineinitialSession =...
View ArticleForum Post: RE: Copy CRM Online Organization
Hi,If you refer to the manner in which you in CRM on-premise can take a backup of a CRM database, restore it and redeploy it in the deployment manager, no, there is not currently a similar way of...
View ArticleForum Post: RE: Question re: setting up restricted user permissions
Handling security roles in Dyn CRM is rather complicated and I would generally suggest starting with a built in role, copying that and then removing the priviliges not required. Do it step by step and...
View ArticleForum Post: RE: CRM scope
Correct. You will need a custom solution built upon the foundation that the Dynamics CRM platform provides.Out-of-the-box Quotes/Orders/Invoices in CRM were more or less designed to be used by...
View ArticleForum Post: RE: Creating an activity view to see sender/recipient and to/from
I am afraid that there is no easy solution to this as the activity entity that is the smallest common denominator of email and phonecall does not have these fields.This is also why you will not find it...
View ArticleForum Post: RE: Email sending from personal email address
From my understanding, when you look at your separate profiles, you have it set to automatically open this specific profile each time correct? (this is how it should be) Then, when you view the data...
View ArticleForum Post: RE: CRM 2011 (on premise) - Email Activity regarding field
Thanks Philip. This is not currently available. This would have to be set manually.
View ArticleForum Post: RE: single-clicking a contact opens an email to another email...
Hi Henry,Do they by chance have any third party addins in Outlook that may add this functionality?
View ArticleForum Post: RE: Outlook 2013, CRM Addin and SharePoint Online - This content...
I don't think my instance of SP online has actually been upgraded though. It certainly still looks the same... I think the functionality actually works on another computer I have (but I'll need to...
View ArticleForum Post: RE: XML and Excel spreadsheets
Hi,I Think that the concept of an overlap is probably a bit hard, but it is really a matter of excel logic. What you probably could do is to create some kind of excel macro that copies the data from...
View ArticleForum Post: RE: CRM 2011 Online - Status field in header
A little off topic, but any idea when the most recent version was installed in your online instance? 5.0.9690.3351?? I'm trying tojavascript:void(0); determine when we received this "patch"... Thanks!
View ArticleForum Post: RE: Iain
Hi Adapta, If you are still unable to get duplicate detection to fire when creating the Aadil Qayium contact, can you please provide a screenshot of the "Contacts with the same last name" rule,...
View ArticleForum Post: RE: CRM 4.0 Upgrade
Hi, is this issue resolved or you still facing the issue Thanks,Mohammad
View ArticleForum Post: RE: Track in CRM for Appoinments
Can you please refer community.dynamics.com/.../default.aspxThanks,Mohammad
View ArticleForum Post: RE: Contract Lifecycle Management
Native components implementation in business systems are a real problem when you try to compose with standard accounting management systems and Customer Relationship Management systems. Native datas...
View ArticleForum Post: RE: problems with xml 3000 export files
After you load the XML file into Excel the first thing you do is go to the Review Tab and select “Unprotect Sheet” Now Excel works dandy again
View Article