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  • Forum Post: Project Management & Time sheet registration add-on for Dynamics CRM 3.0 and 4.0

    Richard Rezac
    Our Project Management & Time sheet registration add-on lets you do everything you need to handle projects & time-tracking within Microsoft Dynamics CRM. Using the standard workflow of CRM, you can set up templates with standard project activities. Being able to use Microsoft Dynamics tools for...
    on 10 Aug 2008

  • Forum Post: User and Design Training!

    Michael James
    We recently installed CRM 4.0 and Outlook Client in our company. We have ten plus years experience with ACT. Our MS Gold Partner sales organization proved to be a very unknowing company in CRM installation and use. We are left with an expensive system and the selling company has indicated they are...
    on 11 Aug 2008

  • Forum Post: Re: Oppertunity lost form

    Liz H
    Hi samapthp, Was the CRM SDK helpful in understanding how to customize the software? http://www.microsoft.com/downloads/details.aspx?FamilyId=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en I also found this discussion in the technical newsgroups that I thought might be helpful for your...
    on 14 Aug 2008

  • Forum Post: Re: Duplicate an entity instead of recreating one from scratch

    Wes Weeks
    There isn't a copy entity function per se. You could export the contact entity and edit the configuration xml by hand to create something nearly identical but there are a few relationships/fields you wont'be be able to include (like customer) because they are system entities and not enabled for...
    on 3 Sep 2008

  • Forum Post: How to removing the system views from account

    Manish
    Hi All, I am trying to remove some system views frm the account and update the filter option with opportunity entity. How we can do that. Thanks in Advance Manish bhushan
    on 23 Oct 2008

  • Forum Post: Re: Prefix added to relationships when importing customizations

    Frank Hermes
    If you open the customization.xml in the zip file do you find "Cm_cm_" or just "Cm_"?
    on 19 Nov 2008

  • Forum Post: Issue in SalesOrder Create Invoice

    Rakesh Kashnia
    Hi All I have a requirement to create invoice of those products whose invoice has been not created. In sales section when I click orders its shows all the orders when I open any order and then click "Create Invoice" its generate the invoice of all the products exist in the sales order.If I...
    on 18 Dec 2008

  • Forum Post: Koverting Lead - take over Leaddescription into Contact

    Fabian Henzler
    Hi everyone, We i'm converting a lead into a company and a contact, I'd like to adopt the description-field in my lead into the description-field in my contact and company. How can I manage that? Thanks and best regards, Fabian
    on 28 Jan 2009

  • Forum Post: Accessing external data through lookup

    Maverick0679
    How can i populate the lookup fields with external database? Can someone help me in accessing external database from CRM 4.0?
    on 17 Feb 2009

  • Forum Post: Send e-mail to custom attribute from a workflow

    Karagounakis Aggelos
    I need to send fax from CRM 4. For this purpose I did the following: 1. Set up a eFax.com account. With this service when you email to 1111111@efaxsend.com, the attached file or the text body of the email is sent as a fax to number 1111111. 2. Created a custom attribute in Accounts named new_efaxaddress...
    on 23 Feb 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Hi Yaniv, Thank you for your reply. That is exactly what I am trying to achieve. I am able to get the selected account GUID, but I am not sure of an efficient way to find/select only the related accounts. Some, but not all, "branches" may have 5 or 6 levels. So what I need is to find all...
    on 4 Mar 2009

  • Forum Post: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Thanks anyway Hassan, but I need to build a solution not buy one. Post the source code if you really want to help.
    on 4 Mar 2009

  • Forum Post: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Yaniv, Thank you again for responding. I completely agree with you that a direct query to the FilteredAccount view is the way to go. The problem still exists though that the query will not receive the top account GUID, but the selected account GUID. The user may or may not have selected the top account...
    on 4 Mar 2009

  • Forum Post: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    Here is what I have. Maybe it will help to get an answer to what I need. Create a new C# web application project in your favorite VS version. Rename the ASPX page to AccountHierarchy. Drag an XML control onto it. Paste this code into the AccountHierarchy.aspx.cs window under Page_Load (Replacing...
    on 4 Mar 2009

  • Forum Post: Re: Re: Re: Re: Re: Re: Re: Re: View accounts like hierarchy / treeview

    Ryan McCormick
    You rock! Thank you very much Andrew this is excellent work. It is almost there. I'm just missing the parent nodes (really the root account of the branch to use as the anchor in the query). I thought it was a done deal when one of our DBA's said that he wrote a function to get the "root"...
    on 5 Mar 2009

  • Forum Post: View accounts like hierarchy / treeview

    Ryan McCormick
    I need to create a solution to display accounts like a hierarchy or in a tree view. I was able to create a solution to display all of the accounts in the system this way by modifying something I found here ( http://www.c-sharpcorner.com/UploadFile/desaijm/database_hierarchy_with_datarelation02192006170040PM...
    on 2 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: MS CRM Pick List in multple forms

    Akira
    I have a staff member who wants a pick list in the leads form, fine no problems... but when the lead is converted into a Account/Contact/Opportunity I need that pick list to be on those forms too... no problem 1:n relationship but what if I change the objects of the pick list on the leads, no I have...
    on 28 Apr 2009

  • Forum Post: Re: Relationship b/n Account, Contact and Opportunity Entities

    Kinga
    I have had 2 suggestions so far as to how to overcome my problem but I still have some questions... Does anyone know of a reason why I couldn't just igore the OOTB setup for the Opportunity Contact in the Opportunity Entity (which is either an Account or a Contact), hide this field on the Opportunity...
    on 2 Jun 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: Picklists

    Dave Hanson
    Hi, I would like to have a picklist in CRM that uses a GUID (or string) as it's value instead of a number between n and nn how do I do this? /peace -out
    on 17 Jun 2009

  • Forum Post: Prefix added to relationships when importing customizations

    Wono
    Hello, At one of our customers, we have three IT environments available for CRM: Development, Test/ Acceptance and Production. We made our customizations in an earlier stage at our own development environment. I'm experiencing some issues when importing these customizations on one of the new environments...
    on 19 Nov 2008

  • Forum Post: Display Area for relationships in CRM 4.0 !

    Binu Kumar S
    Hi all, I would like to know whether it's possible to create a custom display area for relationships for an entity ? where can i customize the entire display area of an entity ie, the Left side menu of the form in edit/new method ? For eg: If i need to add new section like Sales, Service...
    on 6 Aug 2008

  • Forum Post: Close a Task workflow.

    DRuiter
    I am looking for a way to close a Task with a workflow in MS CRM 4.0. The basic flow is that a Task is created when a Lead is created, I would like to be able to automatically close that Task (with a workflow) when the Lead is either qualified or disqualified. I haven't found a way to trigger the...
    on 13 Jul 2009

  • Forum Post: problem with converting Lead to Account

    CRM user 2
    when I convert a lead to account the account name stays blank (it doesn't get the compeny name from the lead) what can be the reason for that? what can I do to fix it? thanks.
    on 23 Jul 2009
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