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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2 VotesNon Profits template - Program entity issue when the personal option format is french
In the Program the goal value is emptied out when the personal options is set in Canadian French. The Field doesn't support the currency format: ...Discussion | 0 Replies | 830 Views | Created by Stéphane Séguin - Wednesday, August 27, 2014 1:08 AM
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0 Votes
Google as identidy provider not working anymore s of May 19, 2014
fyi: As of May 19, 2014, new ACS namespaces cannot use Google as an identity provider. ACS namespaces that used Google and were registered before this date are unaffected. For more ... -
0 Votes
Microsoft Sure Step opening Visio Diagrams in Word and not in Visio
When trying to open a Visio Diagram in Microsoft Sure Step the Diagram is opened in Microsoft Word in a File Conversion Filter. Is there a way to make the diagrams open in ... -
0 Votes
USD - Multy entity + Multi field search
Hi All (& Matt) I have raised the same post in one another forum but didn't found any response yet, Hence raising it over here.. Is there any way that I can ... -
0 Votes
Dynamics Unified Service Desk 2013 - The Form entity, what can it do?
Hello, I am experimenting with the Unified Service Desk for CRM 2013 and have found the customization made on the Form entity. The example solutions don't appear to have ...Proposed | 1 Replies | 1642 Views | Created by Johan1234 - Tuesday, July 8, 2014 2:29 PM | Last reply by MattB-MSFT - Friday, July 11, 2014 5:41 AM -
0 Votes
Why delay of 30 to 40sec on first load from ProductSet?
Crm Product entity contains 40,000 records. In CustomerPortal, i am simply fetching all products and bind them to ... -
0 Votes
Customer Portal Update
Hi, We have Microsoft Dynamics Labs xRM Customer Portal installed on our on-premises CRM. When I go into Solutions it says version 1.0.0015. Is there a way to 'upgrade' ...Unanswered | 2 Replies | 1556 Views | Created by RoarCRM - Monday, December 2, 2013 2:29 PM | Last reply by RoarCRM - Monday, June 30, 2014 12:46 PM -
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Example data Nonprofit Template for Microsoft Dynamics CRM
Hi I've been testing this Nonprofit Template for Microsoft Dynamics CRM 2011 and looks good (link), but I can not find the way to add example data. I can only add the ...Answered | 5 Replies | 8003 Views | Created by ManuOrtiz - Thursday, April 19, 2012 11:34 AM | Last reply by Prophet JonMartin - Monday, June 16, 2014 2:27 PM -
0 Votes
My USB mouse disconnecting and reconnecting randomly
hiUnanswered | 0 Replies | 1054 Views | Created by Md. Mahbubur Rahman - Saturday, May 24, 2014 5:06 PM -
0 Votes
CRM Perf Toolkit for CRM 2011: CreatNewContact/Account/Lead...failed with error "Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)"
Does anyone see error below when trying to run web tests in PerfToolKit CRM 2011 against DyamicsCRM2011 solution? This seems a block for us to use the perftoolkit since the basic ...Unanswered | 1 Replies | 1762 Views | Created by juleiy - Tuesday, July 23, 2013 10:48 PM | Last reply by hgoncalves - Thursday, April 24, 2014 9:05 AM -
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How to fix ACS20001 error while accessing MS Dynamics CRM 2013 Online
Hi All, I have signed up for MS Dynamics CRM 2013 Online. When I am trying to access CRM application I am getting following error message in IE browser. An ...Unanswered | 1 Replies | 1355 Views | Created by TS1981 - Saturday, April 5, 2014 4:54 AM | Last reply by TS1981 - Saturday, April 5, 2014 6:00 AM -
0 Votes
Automatic Cache Invalidation is not firing
Hi I am using customer portal with crm 2011. I enabled web notification URL in CRM with website address. www.wananga.ac.nz/Cache.axd. CRM shows in system jobs succedded ... -
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Error retrieving entity Id. Customer Portal
Hi Guys,I was wondering if someone can help me. as I am hitting a brick wall with this one. I have installed the Customer Portal which integrates in to our 'on Premise' ... -
0 Votes
Unable to import partner relationship management crm 2011 update 14
Getting error during the solution import. The solution file is invalid. The compress file must contain the following files at its root: I extracted the ... -
0 Votes
Migration to Office365 billing portal breaks authentication CRM SDK Portal
Can anyone explain to us what changes we need to make to the authentication of our CRM SDK based Portal after Microsoft migrated our CRM Online subscription to the Office 365 billing ...Unanswered | 1 Replies | 861 Views | Created by Cube Consulting - Tuesday, March 18, 2014 8:44 AM | Last reply by Guido Preite - Tuesday, March 18, 2014 9:49 AM -
0 Votes
How do I enable invitation for customer/contacts to CRM portal
We have implemented CRM portal but having problems to invite customer/contact. Can´t activate webauthentication. Has somene had the same ...Unanswered | 2 Replies | 1409 Views | Created by mistefansson - Friday, February 28, 2014 4:25 PM | Last reply by mistefansson - Monday, March 3, 2014 11:19 AM -
3 Votes
[CRM 2011][Customer Portal] Unable to edit content
When I press any of the content editing buttons on a local IIS installation of Customer Portal, it fails with the following message: An error has occurred while saving your ...Answered | 27 Replies | 14619 Views | Created by Bender Mateusz - Tuesday, July 10, 2012 10:47 AM | Last reply by Shan McArthur (CRM MVP) - Saturday, February 22, 2014 2:03 AM -
0 Votes
CRM for nonprofits demo data missing in Pinpoint
from Pinpoint I was able to get the CRM for Nonprofits template changes and successful upload them to the instance I am using. However, the demo data is missing, even though it is referenced on the ... -
0 Votes
Attachement (Note) for a form Customer Portal CRM 2011
Hi guys!! I'm trying to add attachement File (note) to form customer portal 311 for CRM 2011. Can anyone help !! Thanks!Unanswered | 1 Replies | 872 Views | Created by Bensassi dhia - Friday, February 21, 2014 8:29 AM | Last reply by Bensassi dhia - Friday, February 21, 2014 12:59 PM
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.
