Forum Post: RE: Change subgrid Ribbon
Ian,As I mentioned above, there is no way to do exactly what you ask OOTB.You could create a dialog (and add a button to the ribbon that fires the dialog) that will ask the user "What record would you...
View ArticleForum Post: RE: Activity Syncing with Outlook removes dates from CRM Tasks
Hello,I just tested several scenarios with my tasks, went through the steps you describe in your original post twice and everything worked perfect for me.The only problem I see is that when I change...
View ArticleForum Post: RE: AD Migration
Vasu,As long as the users can authenticate within the new forest none of the views or records should disappear.If you run into issues, you can always refresh the credentials inside each user's record.
View ArticleForum Post: RE: Workflow not working when trying to update values
Hello,It seems as if the activity the workflow is trying to refresh doesn't have the contact on the Set Regarding field.Can you post a screenshot of the activity?That's where the workflow is stuck.
View ArticleForum Post: RE: CRM Duplicate Detection Rules
Hello,You can't.This functionality within Microsoft Dynamics CRM is not very helpful outside of telling you within CRM which contacts are duplicate.My best advice is for you to do duplicate detection...
View ArticleForum Post: RE: PHP: Setting a different lead owner
Mircea,I'm glad you found the solution.Thanks.
View ArticleForum Post: RE: Some Problems after UR 12 - MissingMethodException
Can you create a simple workflow and see if it runs?For example, a workflow that sends an email when a lead is created or something like that.
View ArticleBlog Post: What is the difference between a Business Analyst and a Functional...
I was recently asked “What is the difference between a Business Analyst (BA) and a Functional Consultant?” and I had to think about how to answer…..because I was sure they were different but I wasn’t...
View ArticleForum Post: RE: CRM Dynamics Opportunity Form - New Rollup Update
I have a trial site and I'm also having issues adding new activities, new opportunities, etc, to an account. Right now I am exiting the account, navigating to opportunities and then creating a new...
View ArticleForum Post: RE: How to execute workflow steps synchronously
I'm sorry we weren't able to be more helpful to you! I like Martyna's suggestion of waiting a minute--not completely fool proof, but would significantly decrease probability of success.
View ArticleForum Post: RE: 'Access is denied' when trying to access iFrame in IE9 after...
No, just in Internet Explorer 9.
View ArticleForum Post: RE: MS Dynamics CRM Online timeouts during ExportSolutionRequest
All languages are being exported and it is good for me, but unfortunately the process takes too long and timeout on the server side occurs.
View ArticleForum Post: fetchxml to sql converter?
Hello - Is there a way to convert Fetch XML to SQL? SQL is a lot easier for me to read and debug in SSMS so I can see what the SQL is doing, where it's getting it's data and I can easily run different...
View ArticleBlog Post: CRM Deep Dive Series: A Lean Approach to Creating Value During...
We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company...
View ArticleBlog Post: Publishing Firm Functions Better Together with Microsoft Dynamics...
A premier mid-Western publisher of media and health books featuring a wide range of educational and medical subjects desired a cloud-based platform to help them keep up with their ever-growing needs...
View ArticleForum Post: RE: CRM Online - Account to use for Connector?
So the only option is to pay for another license for CRM?Man, what a cluster-fudge this is turning out to be. We're a very small company, less than 30 employees total, and in trying to get this off the...
View ArticleForum Post: RE: Receiving error 61042 when trying to send email message...
Thanks for the information. It's done a little different in 2010, but this lead me to the information I needed.
View ArticleBlog Post: Microsoft Dynamics CRM and Data Security in a Virtual World
Data security is an important element of CRM deployments that is often overlooked. However, it is important to discuss this as it offers numerous benefits to the client such as accelerated user...
View ArticleBlog Post: Dynamics CRM December 2012 Service Update – Multi Browser and...
The Dynamics CRM December 2012 Service update offers significant new and enhanced features that can increase the productivity and effectiveness of your organization. This article will highlight...
View ArticleForum Post: does fetchxml support ternary operator?
Hello - Does FetchXML support any type of ternary operator? For example, consider the following FetchXML:<fetch version="1.0" output-format="xml-platform" mapping="logical"...
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