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Forum Post: RE: Idiots Guide needed for setting a default Price List and Unit

Hi Guido,Hope you get this, I've just run in to a problem, that when I select a product the 'Unit' part clears so I think I need to change the script from onLoad to something else so that it is there...

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Forum Post: RE: crm campaigns

Ok!Thank you!

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Forum Post: RE: Can't edit multiple records from a view on a dashboard

Hi Nele,No, this works for me no matter which way you access these activities. I would suggest opening a support case to dig into this deeper.

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Forum Post: RE: reports don't run on all records in current view

Hi Aaron, we have not tested with Rollup 14. Is there something in that rollup that addresses issues with reporting and/or with advanced find views. Also, we have identified an issue that we believe...

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Forum Post: RE: Creating workflows to delete duplicate leads

Hello,This would have to be done through a custom workflow assembly using the SDK. This cannot be done with the Out of Box workflows provided. I would start by reviewing the SDK for Duplicate...

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Forum Post: RE: Tracked Email When Sender Is Both a User and a Contact

Pathini is correct. This will only send as the User account and is by design.

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Blog Post: Element6 save £70,000 by replacing Salesforce with Microsoft...

Watch the video here http://www.youtube.com/watch?v=nJMVRTYBKWU

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Forum Post: RE: Plugins not firing on registered messages for QueueItem when...

I forgot to update this post but we found the solution. We were fighting two problems/errors.1) When a queueitem is closed from an opportunity the message that fires against the queueitem is Update,...

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Forum Post: RE: Service Case Management in CRM

Hi, Everything you mention apart from web portal/online logging is available through CRM out of the box.  The case management section of CRM on the supporting users side of things can benefit heavily...

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Forum Post: RE: user cannot assign activity

Have you tried this as a System Administrator role as well to see if you do in fact get different results?

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Forum Post: RE: plugin dependency question?

Have you captured verbose error logs from CRM to see what errors are appearing there? a. Go to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM b. Make sure you have a string value registry key called...

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Forum Post: RE: Code compatibility

Can you pin down specific issues in the code that are causing problems?

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Forum Post: RE: Ad-hoc reporting using SSRS on Azure for CRM Online

This would not be possible in this scenario. You would have get the data from CRM to a database and report from there.

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Forum Post: RE: Add field of Annotation (Note) type to custom entity

You can only have one Notes area on an entity. You could however create custom entities that are defined as activities which could have different fields.

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Forum Post: RE: Enable/disable filter button for custom entity records view

From the ribbon at the top of the page, go to the "View" tab and select "Filter" - it won't look exactly like the one you pictured (Audit area is special) but it will allow you to filter columns - it...

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Blog Post: Microsoft Dynamics 2013 – Announcements Released at WPC 2013

I thought I would add a blog post of some of the announcements for Microsoft Dynamics CRM 2013 (a.k.a Orion) at the latest Worldwide Partner Conference 2013.I did a blog post when I was at Convergence...

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Blog Post: What is CRM?

The term CRM stands for “Customer Relationship Management” and even though this term was coined in the 80’s, it became a widely used expression in the 90’s. CRM is much more than just software and...

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Forum Post: RE: Cannot Save Account in CRM 2011 using Firefox

I used the tool you suggested.  This is the result I received.  It is still very vague.  The log file produced by the tool is basically the same.Server Error in '/' Application.Input string was not in...

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Blog Post: How to Add a Colored Data Bar in SSRS 2008

The post How to Add a Colored Data Bar in SSRS 2008 appeared first on Dynamics 101.Clients typically want to see how well their Vendors, Customers, or Projects are performing. We can, of course, put...

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Blog Post: Error: Proxy type with the name account has been defined by...

I am a big fan of the Simplified Connection technology added by the Xrm.Client assembly and use it almost exclusively.Recently, I ran into the same issue at two separate customers. Both had just...

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