Tagged Content List

Update a Read Only/Fulfilled record in the Orders Entity?

Hello, I'm trying to update a field in an Order that has already been marked as "Fulfilled" and is thus Read Only. We would like to avoid using SQL for now. Is there a way to "unfulfill" it or activate it again so we can make changes? Any help would be greatly appreciated!!...
Forum Thread | on 19 Nov 2014 by CRMTreky

[CRM 4.0] Workflow utility not triggered

Hi, I've wrote a workflow utility and I can easily use it in the CRM. But when I launch manualy the workflow (run workflow button) the utiity is not call.No errors, but fields I try to send by e-mail are empty. When i try remote debugging my breeakpoints are not reached (the first is ont the...
Forum Thread | on 18 Nov 2014 by jean-baptiste bergy

Ways CRM Integrates with Office 365.

Hi Everyone, I'm wanting to integrate CRM with my other Microsoft products to their full potential. What are some ways that you all integrate CRM with 365? Thanks for your input!
Forum Thread | on 17 Nov 2014 by kbdinkin

IT Help Desks that Can Integrate with CRM?

Hi Everyone, My company is looking into a new IT help desk. We are hoping our new setup will be able to integrate with CRM. Although we have looked into USD, as of this time we don't think it will suit our needs. Does anyone know of any other fully functional IT help desks that can integrate with...
Forum Thread | on 17 Nov 2014 by kbdinkin

Activate BizSpark Online CRM benefit - HOW TO?

My Company is a BizSpark member. We have access to developer licenses and some internal use licenses. Among these are the Online CRM. (See more http://www.microsoft.com/bizspark/softwareandtools/crm.aspx) I have tried several ways, and have called MS support many times, but no-one can help me on getting...
Forum Thread | on 17 Nov 2014 by Niels Jakob Buch

Sender's Mailbox Disabled in CRM

Hi Everyone, I'm new to CRM and I'm trying to make sure I have everything setup correctly. I'm trying to send a message to a test lead, through the activities tab in the lead form. Every time I press send, I get a pop up message saying this sender's mailbox is disabled. How can I enable...
Forum Thread | on 14 Nov 2014 by kbdinkin

Receiving Emails In CRM

Hi Everyone, If I'm in a leads in CRM, I can look at notes, activities, posts etc... I know I can email potential customers from CRM by clicking under activities and on send an email. However, what I'm trying to see is if there is a way to connect their replies back to CRM. If anyone has any...
Forum Thread | on 13 Nov 2014 by kbdinkin

how to assign imported leads to specific users?

Hi, I have template which I use to import my new leads into MS Dynamics CRM and I need them to assign to specific users based on branch number. It is over thousands leads and cannot do it manually, is there any way to automate this during import? thanks
Forum Thread | on 10 Nov 2014 by motif

Using USD as an Actual IT Help Desk - Thoughts?

Hi Everyone, My business is considering USD (Unified Service Desk) as a full blown IT Help Desk. Our only concern is can It be done. First, a little about our business... We make technology used by customers who then use it in their stores. A customer can have up to 200 stores. I've built this relationship...
Forum Thread | on 10 Nov 2014 by kbdinkin

Restrict sending same email twice to a contact in CRM

Posting it here hoping someone could help! https://social.msdn.microsoft.com/Forums/windows/en-US/20dca5ae-f170-44f4-aa0d-ae7b5f9e3d57/restrict-sending-same-email-twice-to-a-contact?forum=crm Appreciate for any pointers. Thanks!
Forum Thread | on 6 Nov 2014 by ME2712

Is there a way to link multiple reports together in CRM?

I'm new to CRM so bear with me. I've made multiple reports for my solutions consultants that I would like to link together to form one large report. Is this possible? If it isn't , I'm going to need some individual tallies for each consultant. For instance, each solution consultant sold...
Forum Thread | on 6 Nov 2014 by kbdinkin

SSRS. MONTHNAME default language

Hi all. I have created a custom report on leads. I'm using the MONTHNAME function(SSRS) to determine in what's month was created a lead. In VS2012, in preview, the name of the months are showed in russian as it should be but when i run the report in CRM 2013(on premise) the month's names...
Forum Thread | on 5 Nov 2014 by betlejuice

Clicking on CRM categories freezes up Outlook (not responding)

Hi, whenever I start up Outlook and click on any category under CRM (e.g, Activities), it ends up freezing up my Outlook completely. This occurs very frequently at an almost 75% rate, if I decide to wait it out it will take maybe 10-15 minutes for it to load. I'm using Outlook 2010 with CRM 2011...
Forum Thread | on 2 Nov 2014 by Ssizz

Synchronizing with Outlook

Hello, I've searching for days to get to the bottom of this probleme...any help will be greatly appreciated. I have this MSCRM 2013 Office 2010 (word + outlook) CRM for Outlook installed The configuration on the server uses Server Side Synchronization Here is the probleme: when...
Forum Thread | on 29 Oct 2014 by hicham

FetchXml Querry

Hi, I have two entities "contact" and "skills" , It is a N:N relationship between "contact" and "skills" so one contact can have many skills and a skill can be with any contact. i want to write a FetchXML querry that will return all the contacts that matches...
Forum Thread | on 28 Oct 2014 by Shah_