CRM Labs Solutions announcement
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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
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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.
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0 VotesPackage Deployment Failure, Some files Not importing Error code 0x80040216
I am trying to import the Life Annuity Package to CRM Online Trial. But I am every time I try I have 6 files which do not import. Then I attempt to import manually, still they ...
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0 Votes
Error while importing Life Annuity Insurance template to CRM 2011 On-Premises
Dear Microsoft Dynamics Labs, thank you very much for providing the Life Annuity Insurance Template for Microsoft Dynamics CRM. However, I wish we can have your ...Unanswered | 1 Replies | 2549 Views | Created by 4ever21 - Wednesday, March 20, 2013 3:00 PM | Last reply by Param Ramanan - Thursday, June 18, 2015 3:54 AM -
0 Votes
CRM Solutions for PRM(Patient Relationship Managment)
I have Download and deploy the Solution PRM(Patient Relationship Management) form pinpoint that is free I create the Assessment but on assessment some lookup e.g Doctor, ...Unanswered | 1 Replies | 1215 Views | Created by sohail450 - Monday, June 8, 2015 12:45 PM | Last reply by sohail450 - Monday, June 15, 2015 8:32 AM -
0 Votes
Where to download Report Control for Dashboard solution.
Hi, I am struggling to find 'Report Control for Dashboard' solution. It is not available on pinpoint as well. Could you please tell me from where I can get it. Thanks -
0 Votes
CrmEntityFormView Update Form
I am using the free version of MS CRM partner portal. I am trying to populate a form using CrmEntityFormView , but cannot. Here is the code: <crm:CrmDataSource ...Proposed | 2 Replies | 3083 Views | Created by IamaNovice - Tuesday, August 13, 2013 8:40 PM | Last reply by andrew fawcett - Monday, June 1, 2015 8:09 AM -
0 Votes
Wealth Management Solution error in CRM 2015
After our CRM online instance was recently upgraded to Dynamics CRM 2015 Online, we are getting the following error with the Wealth management solution. The error occurs when the user tries to ... -
0 Votes
Wealth management plugin error
Hi, after installing Wealth Management solution in a NON english Dynamics CRM instance. I'm getting an error every time the WealthManagement plugin is ...Unanswered | 2 Replies | 2739 Views | Created by Marcello Fisicaro [MSFT] - Monday, April 29, 2013 8:42 PM | Last reply by bzalloua - Friday, May 1, 2015 12:40 AM -
0 Votes
Changes made to notes on CRM not reflected onto the Customer Portal
Hi all, I have an issue with updating infomation on CRM and displaying it onto my deployed customer portal website. When I add a note to the customer portal (currently it only has ...Unanswered | 1 Replies | 1084 Views | Created by eszione - Thursday, March 19, 2015 10:49 PM | Last reply by Andrii Butenko - Friday, March 20, 2015 4:20 AM -
0 Votes
Customer Protal Restricted access to the page
Hi there, I am using customer portal in CRM. Is there is any way that I can hide some of the pages from anonymous users and pages should be visible only to authenticated users. As I ...Unanswered | 3 Replies | 1163 Views | Created by rajwinderkaur - Tuesday, March 3, 2015 10:58 PM | Last reply by Jithesh Karumampatty Kalam - Wednesday, March 4, 2015 2:52 AM -
2 Votes
Importing Customer Portal Solution for CRM 2015 throws Error: plugintype With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist.
When I try to import Customer Portal Solution for CRM 2015, import fails with Error- CustomerPortal.Plugins.EventRegistration: Create of Campaign Response. The record was not found or you do not have ...Unanswered | 3 Replies | 3285 Views | Created by Namita Jadhav - Tuesday, February 3, 2015 9:31 AM | Last reply by SuperFoo - Tuesday, February 24, 2015 2:12 AM -
0 Votes
Partner portal crm 2015 : not able to import solution
"The requested record was not found or you do not have sufficient permission to view it". facing this error while importing Partner relationship management solution . -
0 Votes
Changing the USD Splash Screen
Hi, The client where I am implementing USD (Adviser Desktop) they are so conscious about UI. I have changed whole Look and feel of USD panels and CRM Screens. Yes, I have ... -
1 Votes
USD - [[$Resources.SEARCH]
Hi, Can anyone please explain about $Resources and replacement param in USD ? I completely forgot this part from CCA and now I am looking at sample from ...Answered | 1 Replies | 2062 Views | Created by Bhautik Desai - Tuesday, July 29, 2014 11:27 AM | Last reply by MattB-MSFT - Friday, February 13, 2015 5:11 AM -
0 Votes
How to prevent custom entity records in activity tab on social pane for CRM 2013/2015
We have define custom entity as an activity entity and also having relation with other Account entity. All the custom entity(define as an activity) records are showing in ...Unanswered | 0 Replies | 1223 Views | Created by Ashish MSCRM Blogs - Friday, February 6, 2015 10:34 AM -
0 Votes
Sure Step Site Down?
I am able to log in to the Sure Step site: secure Dynamics - Sure step, but all the content is shown to be "refreshing". I have tried clearing my cache and running in Chrome as well as ... -
0 Votes
Compiler Error Message
Hi, I work for my project but this error occur.. Compiler Error Message: CS1061: 'ASP.masterpage2_master' does not contain a definition for ... -
0 Votes
SureStep Online not working anymore
Hello, we are working with surestep online https://mbs2.microsoft.com/Surestep/default.aspx but it doesn't work anymore. And as you ask us to get certified on that product, ...Unanswered | 0 Replies | 935 Views | Created by Christophe Widmer - Tuesday, December 16, 2014 10:17 AM -
0 Votes
Deleting non-profit solution - many, many errors
I was trying to delete the non-profit solution (we only have a couple of test environments at the moment), to test some things in base CRM functionality. However, when I attempt this I get a ...Answered | 10 Replies | 1471 Views | Created by Allison W - Monday, October 27, 2014 5:24 PM | Last reply by Allison W - Tuesday, October 28, 2014 10:01 PM -
0 Votes
Error when importing Nonprofit solution
I'm trying to import the Nonprofit solution into CRM 2013, and getting the following error when it gets to the Report step: An error occurred while trying to add the report to ...Answered | 1 Replies | 1417 Views | Created by Allison W - Monday, September 8, 2014 6:08 PM | Last reply by Allison W - Tuesday, September 9, 2014 5:24 PM -
0 Votes
Visual Studio 2010 Web Performance Test of CRM 2013 results in Error 500: Internal Server Error
I am trying to create a Visual Studio 2010 Web Performance Test on a CRM 2013 web interface. Thought the recording seems to succeed, the test itself fails due to callls to AppGridWebService.ashx (see ...Answered | 2 Replies | 4855 Views | Created by A. Tolmeijer - Friday, July 11, 2014 9:49 AM | Last reply by A. Tolmeijer - Friday, August 29, 2014 7:19 AM
CRM Labs Solutions announcement
-
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
-
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.
