Forum Post: Emailing from CRM 4.0
We are having issues getting users adopted to emailing from within CRM they still prefer to use the Outlook interface. This is ok but they then cannot be bothered to set-up the contact in crm and then...
View ArticleForum Post: Re-opening Closed Opportunities CRM 4.0
We have noticed that closed opportunities can only be re-opened by the opportunity owner is there a parameter some where that controls this?
View ArticleForum Post: Account duplication on qualifying leads
Hello,I am using Dynamics CRM Online and experiencing problems after the last manual update.I create a new lead for a new contact in an existing company that already in my accounts and set that company...
View ArticleForum Post: RE: Dynamics CRM 2011 for non profits
Hi Enjay!Great! Yes, you can definitely handle in-kind donations with CRM. You could modify the existing donation entities in the template to handle those, or you could create a separate (custom)...
View ArticleForum Post: RE: Handling Enquiries in CRM
Hi there!If your inquiries are service-oriented in nature, you might consider using Cases. If they are leads or sales/marketing oriented, then might consider using Campaign Responses. Here is an...
View ArticleForum Post: RE: How to Start Microsoft Dynamic CRM?
Head over to http://crm.dynamics.com/ and check out the content there and start up a free 30 day trial.
View ArticleForum Post: RE: Best Practices for Working Better Production and Sandbox...
Thanks for your responses. Great article Mohammad. Mrwizard - so you do all customizations in your Live environment and then move all your changes to your DEV and Training platforms? See the reason I...
View ArticleForum Post: RE: Createing alerts
You can use the built in workflow functionality using a "wait" condition to accomplish this, check out this blog post for an example.
View ArticleForum Post: Message asking to assign roles appears below the ribbon when all...
Hi All,I have the following weird issue in one of our Dynamics CRM 2011 organizations, the message: "You need to assign security roles to new users. click to see a list of users who need microsoft...
View ArticleForum Post: RE: iPad and iPhone interface
CWR and Resco are the main ones to look after, but you need to identify the requirements of your CRM implementation to choose which one fits you best (level of customization, business process...)Jordi
View ArticleForum Post: RE: Solutions Question
Hi Glen,You might consider the CRM Field Guide. Chapters 21 and 22 provide a lot of information on Solution management.
View ArticleClik here to view.
Blog Post: Sonoma Partners announces xRM-based Windows 8 app for managing...
Sonoma Partners announced that its DefenseReady Daily Standup app has hit the Windows 8 App Store. Developed jointly by Sonoma Partners and Permuta Technologies, the Daily Standup app works with...
View ArticleForum Post: RE: Creacion de datos en CRM Online
¿cuál es la URL Org: Voy a comprobar si hay algún problemaGracias,Mohammad
View ArticleForum Post: RE: CRM 3.0 outlook laptop client and .net 2.0 on windows 8 64bit
Please check Supported operating systems: Windows 2000, Windows Vista, Windows XP Any combination of the following: Windows Operating Systems - Microsoft Windows 2000 with SP 4 - Microsoft Windows XP...
View ArticleForum Post: RE: Opportunity Product - price per unit does not get populated -...
Hi guys, No sorry I have no answer and I have not have had the time to open a ticket with Microsoft yet. I'm sorry. Ola
View ArticleForum Post: RE: Alternative login to CRM eg. FaceBook
You might need to raise an advisory request with us for the same. I have found this information after doing some offline research and shared here as suggestion. Our Advisory service team will be get...
View ArticleForum Post: RE: On the look up i got an error
Hi Rajni,Are you able to find detailed error message form the traces?Thanks,Mohammad
View ArticleForum Post: RE: CRM 4.0: Workflow triggers multiple times
Please mark this thread as answered. I can see we have shared a workaround with you on this issue Workaround: Trigger the workflow when an email is created. Wait until the status equals Sent. In this...
View ArticleForum Post: RE: Logout Button
If you can enable and configure Claims based authentication once you sign in using the claims URL you will get the same Sign out option as you can see in CRM Online.White Paper: Microsoft Dynamics CRM...
View ArticleForum Post: RE: How to charge current server to new server in CRM dynamics 2011
Hi Noor,Did you restored the MSCRM_CONFIG database into the new Server in the process of database copy form the old Server? If yes, you have to re-install the CRM server . The correct method for a data...
View Article