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Found 20078 threads
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2 VotesExport Leads
When a Lead is assigned the owner changes.Answered | 12 Replies | 6964 Views | Created by Lokesh S - Tuesday, July 26, 2011 7:41 AM | Last reply by Donna Edwards - Wednesday, August 10, 2011 9:56 PM
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0 Votes
CRM 4.0 -Can't export customizations of lead entity
Hello all, I am trying to export the customizations from the Lead entity, but I receive a null reference error.Answered | 1 Replies | 7437 Views | Created by Mike McCoy - Tuesday, May 26, 2009 3:39 PM | Last reply by Tiaan van Niekerk - Wednesday, May 27, 2009 3:27 AM -
0 Votes
CRM 4.0 - Export of Lead entity before customizations
To help avoid this moving forward, always export and save a backup copy of your customizations file before making changes to entities.Answered | 10 Replies | 7254 Views | Created by Mike McCoy - Wednesday, May 27, 2009 7:16 PM | Last reply by Donna Edwards - Thursday, May 28, 2009 8:41 PM -
1 Votes
Can't export leads from CRM 4.0 to Excel
I am trying to export leads from CRM for a direct-mail campaign.Answered | 5 Replies | 7437 Views | Created by Jonathan Miller JSY - Tuesday, March 1, 2011 5:16 PM | Last reply by Jamie Miley - Saturday, June 4, 2011 2:34 AM -
0 Votes
Re-importing of Leads Issue (overriding of old leads with new leads)
First i am exporting Leads into Excel file from CRM.Answered | 7 Replies | 1482 Views | Created by NB515 - Thursday, September 5, 2013 4:38 PM | Last reply by MarcoPierobon - Friday, September 6, 2013 8:16 AM -
0 Votes
can i export and send lead information as a ms outlook vcard?
2- Create a template with the desired lead information and send it manually.Answered | 1 Replies | 1816 Views | Created by Andrew Goldsmith2013 - Friday, May 24, 2013 4:38 PM | Last reply by Payman Biukaghazadeh - Friday, May 24, 2013 5:17 PM -
0 Votes
lead view
The best you can do is create a marketing list of all leads and remove the ones WITH activities.Answered | 3 Replies | 5491 Views | Created by Cosminc - Monday, October 12, 2009 8:19 AM | Last reply by Leon Tribe - Monday, October 12, 2009 10:25 AM -
2 Votes
Import Outlook Contacts as Leads
Importing as leads also is problematic.Answered | 8 Replies | 7690 Views | Created by PuneetBhasin - Tuesday, May 19, 2009 10:30 PM | Last reply by Leon Tribe - Sunday, May 24, 2009 8:17 PM -
0 Votes
Lead not getting published
Turn on Dev errors and try one of the actions like export customization and maybe you will receive additional information.Answered | 2 Replies | 6836 Views | Created by v pavan rao - Thursday, March 11, 2010 1:51 PM | Last reply by Donna Edwards - Thursday, March 11, 2010 4:35 PM -
0 Votes
Lead Import Issue
Add the leads to a marketing list.Answered | 5 Replies | 7107 Views | Created by Service Manager - Monday, April 6, 2009 10:27 PM | Last reply by Neil Benson - Wednesday, December 2, 2009 4:22 PM -
2 Votes
Convert a contact to a lead in Dynamics CRM
I have found that exporting the contact from Outlook and then importing as a lead works for this purpose.Answered | 8 Replies | 17577 Views | Created by brentski67 - Tuesday, February 22, 2011 9:39 PM | Last reply by Chris SCI - Thursday, May 7, 2015 10:14 PM -
1 Votes
Set "Originating Lead"
I tried one of the suggestions previously, i.e. exporting it, setting the originating lead and then importing it again.Answered | 7 Replies | 10858 Views | Created by hfaun - Thursday, November 10, 2011 8:53 PM | Last reply by Michael D. Mayo - Wednesday, September 30, 2015 3:04 PM -
2 Votes
Relationship beetwen Lead and User
I have to add link for Leads to navigation.Answered | 8 Replies | 2261 Views | Created by Shteva - Thursday, December 27, 2012 12:45 PM | Last reply by Shteva - Thursday, December 27, 2012 6:01 PM -
0 Votes
Making a button like Convert Lead...
firstly, export the Isv.config file, add menu button to relevant entity in this file.Answered | 1 Replies | 7397 Views | Created by SPCRMCnst - Monday, May 11, 2009 3:56 PM | Last reply by Mayank Pujara - Monday, May 11, 2009 4:36 PM -
1 Votes
hide convert lead button in lead
hi Ankit, In given link we can hide button but not on some condition like in my case , i want to hide Reactivate Lead button only for user with ...Answered | 8 Replies | 7029 Views | Created by KishenK - Monday, January 31, 2011 7:20 AM | Last reply by Ankit Himmatlal Shah - Monday, April 18, 2011 9:58 AM -
0 Votes
Leads View
Hi Haroon, In my example, the owner filter is for the Account, not the lead.Answered | 4 Replies | 1394 Views | Created by Haroon.Said - Friday, September 6, 2013 10:12 PM | Last reply by Eric Ung - Saturday, September 7, 2013 12:19 AM -
4 Votes
Updating Leads State programmatically.
Hi Ali, i know it's Microsoft says the state is not customizable, but i just ignore it and add the new state from entity customization (the export/import). and it show up in the attributes in ...Answered | 8 Replies | 9198 Views | Created by Augus Hartato - Friday, February 5, 2010 3:03 AM | Last reply by Augus Hartato - Friday, February 5, 2010 7:22 AM -
0 Votes
Lead Management
Leads are assigned to me when I imported data from the spreadsheet.Answered | 18 Replies | 5395 Views | Created by Testing CRM 365 - Monday, April 11, 2011 7:23 PM | Last reply by den_mark_98 - Wednesday, April 13, 2011 7:20 PM -
1 Votes
Lead import
Leads in CRM are different than Accounts in CRM in that you have can have multiple Lead records for the same company.Answered | 4 Replies | 6491 Views | Created by xrm - Wednesday, December 2, 2009 2:15 PM | Last reply by xrm - Thursday, December 3, 2009 7:17 AM -
0 Votes
Copying from lead record to lead record
Or, if you need this to be a button on the lead, you could do it using javascript ...Answered | 3 Replies | 1516 Views | Created by Charlie Pattrell - Thursday, February 21, 2013 9:28 PM | Last reply by Nandan21 - Friday, February 22, 2013 7:04 AM - Items 1 to 20 of 20078 Next ›
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