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  • Forum Post: CRM SQL database direct access

    komisacros
    Hello, I have the requirement to provide an web services which retrieves data (about one entity) from CRM. CrmService web service is not an option because it has a quite complex way of retrieving data, meaninng a have to build query objects in which I specify what entitty I am interested in. I need a...
    on 20 Mar 2009

  • Forum Post: CRM 4.0 integration with GP 10.0

    Monica Glenny
    MSDynamicsWorld.com recently posted an article referring to "A new Dynamics CRM integration to Dynamics GP" which "is available now and will pave the way for other CRM-to-ERP integrations developed by Microsoft in the future..." Microsoft Distinguished Engineer Mike Ehrenberg indicated...
    on 24 Mar 2009

  • Forum Post: Adding one activity entry to multiple records

    Kate Web
    Hi, I am trying to run the "Create Quick Campaign Wizard" for a list of accounts pulled up through an advanced find. When I create the campaign activity and try to post it to all account records, I get the following error message: "CRM installation is in an inconsistent state to...
    on 23 Apr 2009

  • Forum Post: Name Format Setting in System Settings

    Kinga
    Hello I need to change the Full Name format from First Name Last Name to Last Name, First Name. When I change it in the System Settings (Administration area) it only affects new records while all existing records still show the Contact Full Name according to the previous setting. Does anyone know...
    on 2 Jun 2009

  • Forum Post: Need to Change Default Page in Dynamic CRM 4.0

    Azwar Alam
    Hi I need to change default Page in CRM 4.0 not from Personalize Workspace area but from javascript or server side code is there any way ?
    on 14 May 2010

  • Forum Post: Importing Lists & Assigning Based on Campaigns

    S T
    Question We upload our Contact lists into CRM (as leads) on a monthly basis, the call lists are all related to a recent marketing campaign that has been launched i.e. direct mail campaigns with a specific offer. Each contact on the imported list is assigned to an Owner (sales rep) in CRM with a “Source...
    on 4 Jan 2011

  • Forum Post: Duplication Detection during Data Import

    Jonathan Gough
    I'm an employee at an accounting firm and they have asked me to have a go at changing their marketing database from a number of excel spreadsheets in to Dynamics CRM. I have created a .csv with all the propective clients have been attempting to import them. I have to import thousands of leads...
    on 20 Oct 2011

  • Forum Post: Customers to update their own details

    fumbemedia
    Hi, I have searched everywhere for this information, but can't find a solution. I have a large amount of redundant account and contact records. I need to request the up to date information directly from the contacts in the records. Once they respond, each piece of information then needs to go...
    on 22 May 2012

  • Forum Post: How to disqualify accounts and contacts?

    VSharma
    Due to inadequate knowledge during the initial data import, we currently have companies and contacts on our "Accounts" and "Contacts" that should not be their. Those companies and individuals were never contacted and are wrongly qualified as Accounts and Contacts. We want to remove...
    on 25 Oct 2012