Workflow to check if New Leads created happens to be an existing customer
Hi all,I am fairly new to the Lead entity in Dynamics CRM so all comments and suggestion are very much appreciated.At this stage we have over 20,000 contacts in our database. Evidently when we create a...
View ArticleCan i setup CRM to NOT automatically make an accounting when a lead becomes...
Hi guys, I think my title says it all. We handle our CRM a little differently that most people. We use accounts as our current customers. Lead are leads. Opportunities are our potential new customers....
View ArticleAny recommended email service provider to integrate with Dynamics CRM ?
Dear All, Any recommended email service provider to integrate with Dynamics CRM ? Email subscription of <100kEmail statistic requireInvoice payment (Not credit card)We do consider sendGrid /...
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Common Login Control for Dynamics CRM
IntroductionMicrosoft Dynamics CRM SDK provides a common login control template to connect Dynamics CRM with custom WPF application. CRM credentials authentication, its storage, and error logging is...
View ArticleBasic CRM Development Questions
I am very new to CRM Development. I am trying to create a simple plugin for testing. I saw some tutorials which showed that we can install the CRM 2013 SDK using development kit in the installation...
View ArticleHow can we link to already exist sharepoint sites with crm account in crm...
Hi,How can we link to already exist site in sharepoint with crm account.And sharepoint developer created a script that creates sites in sharepoint.just I want to run that script through crm and check...
View ArticleRelationship between two records in CRM
Is it possible to create a many to many relationship between two entities ,without creating n:n relationship between them in CRM 2011?
View ArticleCreate attribute in CRM Organization database
I created an attribute of type integer in CRM organization database using SQL.It's showing in DB but not displaying in entity fields(frontend) .Please explain why.
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Rollup 0.1 available for Maplytics – May release
May release of Maplytics was very well received and we thank our customers for their feedback and suggestions. Some of the road map items supposed to available with the May Release were not ready to...
View ArticleHow to add Account Number to Activity Form when its regarding contact?
So I'd like to be able to add the Account Number to all our Activity Forms (Appointments, Tasks, Phone Calls)The problem is the activity records are regarding 'Contact' so I can't get the Account...
View ArticleCRM Online Web API Error 401 : Unauthorized : Access is denied
Hi All,I have been trying to test the CRM Online Web API, to verify if it could be a good solution for my PHP public web site to input data into CRM.The goal here is to create a new Contact in CRM...
View ArticleDynamics CRM offline
Hi,what is the best solution to fix the offline problems in Dynamics CRM.Thank you for your help
View ArticlePlot Your Dynamics CRM Data On Map
A visual glimpse of Dynamics CRM records on Bing maps can be more intuitive and productive than a boring static report exported in Excel for Sales rep and Marketers. A smart idea would be to employ a...
View ArticleCRM 2016:How to change the behavior of the add opportunity product button to...
Hello,I have tried almost all solutions to open directly the opportunity product window when the user clicks on the plus button from the opportunity form.I have changed the default grid ,changed the...
View ArticleAllow file types in MS CRM
Hi Experts, there is way to configure to BLOCK some file extensions in MS CRM.can we just mention the extensions that I want to allow. I know (~Block) is allow.but the difference is, if I want to...
View ArticleAddMemberListRequest vs AddListMembersListRequest, two classes for same...
I m wondering why CRM provide AddMemberListRequest and AddListMembersListRequest, two classes for the same purpose. From documentation I can see both classes have different class members but is that ?...
View ArticleWhy there is no logout button in Dynamics CRM On-Premise?
Hi, I face this question every now and then and it is very difficult to explain to the business users that there is no sign-out/logout button in Dynamics CRM on-premise. I need some very good technical...
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Display Rules to show/hide ribbon buttons in Dynamics CRM for Mobiles and...
IntroductionMicrosoft added a support for CRM on Mobile and Tablet devices since CRM online fall 2013. In every next release, Microsoft has been adding new enhancements in this area.You can access your...
View ArticleCRM Online Web API Error 401 : Unauthorized : Access is denied
Hi All,I have been trying to test the CRM Online Web API, to verify if it could be a good solution for my PHP public web site to input data into CRM.The goal here is to create a new Contact in CRM...
View ArticleCRM 2016 On Premise and Export to Excel errors
We just went live this weekend with our CRM On premise upgrade to the version 2016 (8.0.0.1088), and we experience problems the moment anybody tries to export more than a 5,000 records from CRM as a...
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