Forum Post: problems importing excel spreadsheet
I am having trouble importing my excel spreadsheet to CRM. I can't match the the fields and labels and I have on my excel spreadsheet to CRM. I have all of the fields that come up in CRM but when my...
View ArticleForum Post: RE: Convert incoming Email to Case
This is because the to/from fields on an email are technically different from the customer field on the case.The to/from fields are known as activity parties - they can handle multiple values (account,...
View ArticleForum Post: RE: Internet facing deployment of CRM
do you know a person or company that can help me with this issue? I need to hire someone to resolve it.
View ArticleForum Post: RE: Task change status from canceled to completed on its own
Hi Rabih, dd you ever get this solved? I am having a similar issue where Phone Calls and Appointments, are being canceled on their own. Thank you ,Chris
View ArticleForum Post: RE: Customer Data Update
You could use the SDK and create your own portal which people can log into to make updates. Portal Developer Guide for Microsoft Dynamics CRMAdxstudio makes pre-built portals that can be integrated.You...
View ArticleForum Post: RE: CRM 2011 - Outlook Client cannot connect
I think it would be best to create a support case at this time for a more thorough review of your configuration and the issue.
View ArticleForum Post: RE: Managed Solution import failed - Error code:0x80048425
Ian,Glad to hear that Jason was able to get you the needed information to resolve this issue. I have researched this a bit and it looks like this may be the result of multiple managed solutions trying...
View ArticleForum Post: RE: Unable to edit process
Hi SparkyMark75,Thanks for reaching out to the communities on this issue. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. I have reviewed your case and I...
View ArticleForum Post: RE: Connect PHP to Dynamics CRM Online?
See if this script could solve your problem:<?PHP$client = new SoapClient("http://Your Wsdl Location", array("trace" => 0));$HeaderSecurity =...
View ArticleForum Post: RE: IIS-webservice client can't connect to CRM
Hi Karl,Thanks for reaching out to the forums on this issue. My name is Josh Wells and I am a support engineer on the Microsoft Dynamics CRM support team. I have reviewed your issue and I see you are...
View ArticleForum Post: RE: Basing a security model on 'sales region' [please]
Hi SN1B,Thanks for reaching out to the communities on this question. My name is Josh Wells and I am support engineer on the Microsoft Dynamics support team.I have reviewed your situation and I can...
View ArticleForum Post: RE: Missing FormXML when exporting Solution
Hi Josh, thanks for the quick answer. Well the Situation is pretty much as you describe it. There are many Managed Solutions that make changes to the Account Form, few Optionsets/Fields are being added...
View ArticleForum Post: RE: "Accounts" Classic View : CRM Online (Office 365 Cloud)
Here is a walk-through: Force Classic Forms - CRM 2011 (Process UI)
View ArticleForum Post: Quote : XML Templates (help)
Dear Forum Members:I need help with building a Quote in Microsoft CRM Online (Office 365 Cloud). I have the XML Quote Template sample on a memory key. Just have to upload it properly and generate the...
View ArticleForum Post: RE: Problem Creating Mappings In CRM 2011 On Premise
When you are creating your custom entity, are you starting in the Contact record, clicking on the relationship to the new entity in the left navigation and then doing a create new? Creating via this...
View ArticleForum Post: Activity Feed Rules (Custom Entity)?
I'm looking to add some rules to update the Activity Feed based on changes made to a custom entity, however I see no way of doing this i.e. There is no 'New' button in the Activity Rules view ribbon....
View ArticleForum Post: Single sign on with old system
Hi, I am facing such a case. My customer has an old system with an oracle database. Clients login into the system with user id and password in database’s user table.And now they want to import Dcrm2011...
View ArticleForum Post: RE: How to convert an outlook contact to lead in crm 2013
Hello,There is no out of the box functionality to convert a contact into a lead. This can only be done from lead to contact.
View ArticleForum Post: CRM add-in for Outlook closes or is deactivated on reboot.
I have a few users (2 or 3 out of 20) that experience this daily. When they open outlook for the first time, the crm add-ins have not loaded. Opening the options/add-in section and activating them...
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