Inserting images or graphs etc to the meeting body in CRM
We would like to be able to insert photos, graphs etc. to the body of the meeting/call report function in CRM. We have not been able to discover a way to do this. Is this possible in CRM?
View ArticleError installing Report Authoring Extension
We are trying to install the BIDS report authoring extension on a Windows 7 machine with VS 2008 and VS 2013 installed and are getting this error:"Setup cannot continue because there is a pending...
View ArticleNotes are disappearing/reappearing in CRM 2015
Hello All ,We have CRM 2015 On-Line and we've recently noticed that our Notes are disappearing from CRM. Sometimes they completely disappear and other times if the Notes were Posted in the Opportunity...
View ArticleMicrosoft Dynamics CRM 2011 with Outlook 2016
I have a customer that is currently using CRM 2011 with Outlook 2010.. They are going to 365 so will be getting Outlook 2016..Is this a compatible solution?Thank you.
View ArticleHow to interact inside CRM with external applications?
Hi,I want to create a connection between CRM and other applications, I want to pass parameters from a form to an external application.Maybe with CRM web services or do you have any idea to get it?Thanks.
View ArticleCrm online custom document upload button
THe requirement is to eliminate or remove the default document upload screen in the documents grid that appears in a crm entity form. In this case, they have created a projects entity and to that they...
View ArticleSSO within USD for MSCRM Online
Dear AllI am having an situation where in the USD we need to provide the single sign on experience for agents while accessing external web application . I have created the hosted control on the USD...
View ArticleCRM 2011 Workflows
Hello-I am trying to create a workflow to automate closing opportunities when the Due Date is more 4 months in the past. I am having a lot of issues trying to automate this. Can this only be done as...
View ArticleSimple JavaScript... how to set value of a field with a variable
In this post we have a function for calculate the age of a contact based on the birthdate field. The poster updates the label of the birthdate field with the "age" variable. I want to update the...
View ArticleDynamics CRM online to Sharepoint Web services?
Hello, I have some set of custom sharepoint services that create a site collection and sub sites. These have to be called from CRM online instance when a plugin create event is created. Can...
View ArticleQuery leads with last Owner filter? Audit entity?
Hi guys,I need to query all leads that had an specific Owner (now has changed) but I have no idea how to query that Audit entity, do you guys have any samples or code please?Regards,Raúl
View ArticleAnyone interfacing with LaserFiche?
We will soon expand our solution to include interfacing with LaserFiche for scanning of inbound documentation. Has anyone experience with this integration?Deb
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Workflow error "invalid argument"
So I built this very simple workflow... For some reason when it runs it comes with an error invalid argument. I'm not sure why.
View ArticleAdvanced find for all contact e-mail addresses for a group of accounts
Hi there!I'm a new user and am having some trouble with advanced find functions/queries. I am trying to gather e-mail addresses for contacts that we have related to a specific group of accounts in our...
View ArticleMicrosoft Dynamics CRM and email integration
Can you recommend a document that explain how to integrate Dynamics CRM with an email application called BlueHornet? Thank you
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Developer Toolkit-Generate Wrapper-The system cannot find file specified
I am trying to generate entity wrapper classes using developer toolkit but getting the error "The System cannot find file specified". When I rightclick the Entities node and choose Generate Wrapper, I...
View ArticleAccessing CRM app data from another app?
Hi,A client is using Microsoft Dynamics CRM and their agents will have the app on their phones. Is it possible to access their CRM contacts using some inter-app communication on their smartphone? a) It...
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How do I change the Price List field to no be mandatory filled on
Hi allI am fairly new to Dynamics CRM so apologies for what may be a very simple solution.I am trying to remove the red asterix (field must be filled in) from an Order form we use.I have gone into...
View ArticleHow to add a sales coaching record/note to an existing customer appointment...
In Salesforce.com you can add a customer form or a bus object eg a sales coaching note/record to an event with security. How can you do the same in Dynamics CRM?When a sales manager goes out on joint...
View ArticleCRM 2015 Marketing Module
How can i send bulk emails t all accounts through my Campaign\Marketing list ? how can i manage the opt-out when the customers click on the 'unsubscribe button', how can i redirect the link to our...
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