CRM announcements
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Link
The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) General Topics. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.
Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.
Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
Let us hear from you.
CRM Deployment announcements
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Link
The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) Deployments. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.
Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.
Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
Let us hear from you.
CRM Labs Solutions announcements
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Link
The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) Labs. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.
Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.
Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
Let us hear from you. -
Link
The Microsoft Dynamics CRM team has released two new templates on the Dynamics Marketplace!
Microsoft Dynamics CRM for Nonprofit Organizations
Available functionality includes donor management, donation management and volunteer management. This replaces the current Donation Management 1.2 for Microsoft Dynamics CRM.
Microsoft Dynamics CRM for Wealth Management
This template demonstrates how CRM can be used by wealth managers for effectively managing client relationships. It is available here: http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-for-wealth-management-12884926609
CRM Development announcements
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Link
The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) development. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.
Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.
Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
Let us hear from you.
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Unanswered0VotesOpportunity Calculations from Opportunity Products
I work with products that usually always have 2 costs associated with them. An initial cost and then additional year costs. On the opportunity form I have created an additional field for this ... -
Unanswered0VotesCRM Account
We used a CRMADmin account to install CRM 2011 on our servers, we want to keep using that account for production deployment. However we wish to create a dev account to work in ... -
Proposed0Votesxrm weirdness?
Hello - Please see the test script below. For some reason test 1 and test 2 don't recognize the selected subject as "Return/Cancellation" but test 3 works ... -
Unanswered0VotesDeployment Manager crashes after changing MSCRM-configdb registry subkey
I am trying to change Dynamics CRM database to another SQL Server using this MS paper as reference:<object height="0" id="d93ae90a-f938-88ae-1b4a-cb937b9d93b3" ... -
Unanswered0VotesCRM 2011 Rollup 12 interface problems
Hi I just applied rollup 12 to CRM 2011 and noticed all the fonts have changed. I know this is due to cross browser compatibility. However it has totally broken my ... -
Unanswered0VotesHow to set the range of Axis values on a CRM 2011 chart?
Hey guys, I currently have this chart: The left-side/Y-axis values are created automaticaly by the chart and in this case range from 0-34. I ... -
Unanswered0VotesMulti-tier Customer Hierarchy ("Parent, Children, Grandchildren, etc.") [CRM 2011]
Suppose my company has a relationship with the Corporate Office (aka Parent Account), the Regional Office (aka Child Account), and the Service Center (aka ... -
Unanswered0VotesHow to Apply Filtering to Multi-Series Chart XML
Hi All, I am working on a dashboard to show the number of new signups (series 1) against the number of new signups that checked a particular option (series 2). I followed the ... -
Unanswered0VotescrmForm.all question
Hello - I've been using the XRM method of crmForm.all in my js resources to get a handle to the fields on CRM forms. However, it doesn't look like I can use that method through the F12 console ... -
Answered1VotesError after upgrading to UR12: Attribute objecttypecode on Entity PrincipalObjectAccessReadSnapshot is of type picklist
Hi, I upgraded my dev server to CRM 2011 UR12 this morning from the download files that were (finally) released. Version number is showing as 5.0.9690.3236. I am sorry to ... -
Proposed0Voteswork flow error
when am running a workflow on group of records I receive the error below, the work flow works run okay on some records and however not on all. I have also notice that the ... -
Unanswered0VotesMicrosoft Platform Ready Test for testing CRM 2011 on premise
We have customized a CRM 2011, obtaining an application (BlueBird for Marketing - Marketing Centric CRM) and now we are trying to test it. We have tried to simulate a ... -
Unanswered0VotesProgramming Web Page to Resize to Iframe
We are using a Dynamics CRM iframe web resource. Is there any ways to communicate between the iframe and the data inside it so that the data inside it resizes to ... -
Unanswered0VotesJavaScript - Hide or Remove Form from Form Selector/Form List?
Does anyone know if there is a way to hide or remove a form name or label (whatever you like to call it) from the Form Selector list/navigation when a form ... -
Proposed0VotesMultiple Counts/Views in a Chart?
I'm attempting to add a chart for a dashboard that counts the same entity in 3 different ways. Each of these counts can be expressed in different views, so I can make 3 individual charts and run ... -
Unanswered0VotesADFS 2.0 error 184 and 364
Hello All, I just install CRM 2011 with ADFS 2.0. CMR was working fine until I install ADFS. XML Federation Metadata is valid and ... -
Proposed2VotesFor Service Activities, I want to chart (in one chart) how many of the activities are associated to either "Opportunities", "Accounts" or "Marketing Campaigns".
Service activities can be created from Opportunities, Accounts or Marketing Campaigns. I wish to be able to chart the composition of my service activities. However, the field ... -
Unanswered0VotesWhy does CRM ignore my IE settings about switching to a new tab?
Internet Options>General Tab>Tab Settings>Deselect "Always switch to new tabs when they are created") Why does CRM ignore my IE settings? If I have a list of ... -
Answered0VotesDynamics CRM 2011 - SSRS BIDS - query builder - fetchXML based query - throwing 'Record type doesn't exist error
Today i started getting a very strange error in BIDS while putting together a fetchXML based SSRS report. While creating a new report using the 'report wizard', when i reached to a stage where i paste ... - Items 1 to 20 of 61369 Next ›
