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Found 279921 threads
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0 VotesImporting note from Sugar into CRM 2011 won't change created on date or created by
Hi all, is it not possible to import notes into Dynamics and have the Created By user and Created On date maintained?Answered | 2 Replies | 2703 Views | Created by Lee A Moreau - Monday, February 25, 2013 8:47 PM | Last reply by G Westerlund - Monday, February 25, 2013 10:10 PM
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1 Votes
Importing attachments and Notes in CRM 2011
I guess DMM which was for CRM 4 and CRM 2011 has differences in how they import files.Answered | 9 Replies | 18336 Views | Created by Danny_Archer - Friday, April 15, 2011 3:44 PM | Last reply by Danny_Archer - Thursday, August 18, 2011 11:46 AM -
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CRM 2011 : Importing notes to an account
I had the same thing happen with Leads, the person doing the import must have change owner permissions on the entity you import to.Answered | 2 Replies | 2535 Views | Created by Shwetha Keremane - Sunday, January 20, 2013 11:50 PM | Last reply by BTrueman - Monday, February 11, 2013 9:06 PM -
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Create a CRM 2011 Report to show Notes by Account
Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011Answered | 2 Replies | 4805 Views | Created by M. Katsev - Thursday, December 6, 2012 9:21 PM | Last reply by Rob Boyers - Saturday, December 8, 2012 11:45 AM -
1 Votes
Can you back date a "created on" field in CRM 2011?
I lean towards custom attributes but thought it worth noting just for interests sake that a customer of mine called me recently rather exceited that he had managed to override the ...Answered | 5 Replies | 8777 Views | Created by RGaddis - Monday, November 12, 2012 3:09 PM | Last reply by Dean Warren - Monday, November 12, 2012 11:49 PM -
1 Votes
Create ISV folder in CRM 2011???
Hi, Check this post to generate sample data for ms crm ...Answered | 12 Replies | 4653 Views | Created by Puneet Tandel - Wednesday, August 10, 2011 5:08 PM | Last reply by HIMBAP - Thursday, August 11, 2011 2:49 PM -
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Importing into Notes Created by Field
You can't set that value when you import notes.Answered | 3 Replies | 6768 Views | Created by Service Manager - Thursday, September 23, 2010 7:44 PM | Last reply by Donna Edwards - Thursday, September 23, 2010 8:33 PM -
2 Votes
CRM 2011: changing/updating "created by" field of an entity
@blake you can only change the created date using that. but i was willing to change the user name.Answered | 3 Replies | 11190 Views | Created by im197 - Sunday, September 18, 2011 10:19 PM | Last reply by im197 - Thursday, October 13, 2011 9:11 AM -
1 Votes
Create Lookup in CRM 2011
Filtered Lookups are available in Ms CRM 5.0/2011 Using JS ...Answered | 7 Replies | 7594 Views | Created by JMcCon - Tuesday, March 27, 2012 9:24 AM | Last reply by JMcCon - Thursday, March 29, 2012 10:29 AM -
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CRM 2011 RU12 workflow to automatically create note from activity
No, I mean the notes are all created as if I (the workflow owner) created them, not the person creating the task.Answered | 8 Replies | 6330 Views | Created by CypherMike - Saturday, April 6, 2013 10:58 PM | Last reply by Jugal Kishore Dandamudi - Thursday, January 12, 2017 10:44 AM -
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CRM 2011: Workflow with creating activity and due date
Here I am Setting the Due Date to be "7 Days after Contact Created on" date.Answered | 3 Replies | 4084 Views | Created by CRMBE - Tuesday, September 18, 2012 6:59 AM | Last reply by CRMBE - Tuesday, September 18, 2012 9:01 AM -
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Adding Notes (Annotation) in CRM 2011
Also here is a great article on attaching files as notes to custom ...Answered | 5 Replies | 15608 Views | Created by DeepthiAdith - Thursday, December 6, 2012 4:18 PM | Last reply by mukunku1 - Wednesday, February 13, 2013 12:03 PM -
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CRM 4.0 Synchronization changes "created on" date to "Synchronization Date"
Leon, i think you meant to say the following: We have to create a new field ...Answered | 5 Replies | 5730 Views | Created by Rahul Salunkhe - Tuesday, May 31, 2011 1:30 PM | Last reply by Leon Tribe - Thursday, June 2, 2011 1:48 PM -
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CRM 2011 data import
Hope it helps: http://www.switched-online.com/a-guide-to-importing-data-to-microsoft-dynamics-crm-online-2011/ MCC, MCP, MCTSAnswered | 4 Replies | 4558 Views | Created by Dusan Pr - Monday, September 19, 2011 2:40 PM | Last reply by pmdci - Tuesday, September 20, 2011 3:01 PM -
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CRM 2011 Notes
Create workflow or plugin which will handle create event of annotation (note) entity and copy it to parent account.Answered | 1 Replies | 2720 Views | Created by NC_Matthews - Monday, February 27, 2012 8:20 PM | Last reply by Andrii Butenko - Monday, February 27, 2012 11:33 PM -
2 Votes
Data Import into CRM 4.0 - Adding notes
However if I try the receipe above, the notes do import but they are not associated with any account and nothing shows up in the "Regarding" section when you open the ...Answered | 7 Replies | 16260 Views | Created by gsxrian99 - Wednesday, November 26, 2008 11:58 PM | Last reply by Ankush Grover - Friday, July 22, 2011 9:36 AM -
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CRM - Importing notes to an Account
This link explains this in more detail ...Answered | 4 Replies | 10305 Views | Created by sh65 - Wednesday, July 8, 2009 2:10 PM | Last reply by Sarah Dobson - Friday, October 22, 2010 1:31 PM -
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update Date Created field
How to Modify the “Created On” Value of Dynamics CRM ...Answered | 4 Replies | 2048 Views | Created by DavidP123 - Thursday, June 13, 2013 8:56 AM | Last reply by Kabita Patra - Tuesday, June 18, 2013 6:43 AM -
1 Votes
Creating a CRM service in MS CRM 2011
I'm working with MS CRM 2011 and I intend to write a crm webservice (using C#)that can be called by a third-party application to create a contact in ...Answered | 3 Replies | 4228 Views | Created by David Edokpayi - Tuesday, November 8, 2011 6:37 AM | Last reply by David Edokpayi - Tuesday, November 8, 2011 9:53 PM -
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I can't import an lead excelsheet into MS CRM 2011 including the data "Created By"
Hi Ramprakash As Neil noted, CreatedBy is a system field that cannot be written to expect using unsupported SQL.Answered | 5 Replies | 9847 Views | Created by Ramprakash2win - Wednesday, March 9, 2011 7:39 AM | Last reply by David_InaPlex - Tuesday, March 29, 2011 9:30 PM - Items 1 to 20 of 279921 Next ›
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