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Wrong date conversion when importing
Hi I have a xml file to import into CRM which has date filed as below image : So it dates mean third day of 2016 September, When imported it converts to 03/09/2016.Here is the CRM configuration : Would...
View ArticleCRM 2011 Outlook Client can not open CRM records
Hallo,I have the following Problem.When I try to open a CRM record within my Outlook nothing happens.I have all necessary permission and I can open the records in CRM 2011.I tried to enable the CRM...
View ArticleTask Flow Dynamics CRM
Hi,is there a possible way to enable Task Flow in Dynamics CRM 2015
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Unable to save changes to an Appointment
Hi all,We have a situation where we cannot save changes to an Appointment. We have a custom entity concerning proposals for customer visits which leads to registering an actual appointment via a...
View ArticleAdd button on CRM system forms e.g. Settings --> Customization Form etc.?
How can I add button on CRM system forms e.g. Settings --> Customization Form etc.? Just like we get Ribbon Workbench Tool button to launch the tool when we install their solution.
View ArticleBetter option than created multiple Opportunities?
The sales team at this client has opportunities that are sometimes one time events, and sometimes recurring opportunities that are going to be billed monthly, quarterly or annually. The sales team...
View ArticleData Loader with CRM Online
Hello,I'm trying to use the DataLoader in LCS for CRM Online.When i'm connecting in LCS, i can't see anything about DataLoader.Is it available for France ?If yes, do you have a documentation available...
View ArticleAdxstudio Hosted to On-Premises
If a customer purchases the hosted Adxstudio portal and then decides to move it on-premises, is that possible or is there some portion of the portal that might have to be re-implemented?
View ArticleIs there a tool to bulk update with unique record id only?
I'm trying to see if there is a tool where I can simply have a spreadsheet with the unique ID of a record and the updated data and import this without a template. I'm familiar with bulk edit by...
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CRM Outlook Plug In not filtering "Look in" to changed "Look For"
Hello,When one of our users tries the Set Regarding in the Plug In for Outlook, and they change the filter for "Look For" from Account to Opportunity, the screen doesn't update the "Look In" or the...
View ArticleCopy function of core Button - getProduct
Is there a way to use the same command as the getProduct button but to get products from others Quotes?Something like have a lookup fireld to Quote in the screen that appears after getProduct click.
View ArticlePrefiltering not working - Sql query
I have seen many articles that show how to use PreFiltering in SSRS with Sql query. They said to use CRMAF_[FilteredView] but didn't work for me and ever brings me the first Quote, not the current...
View ArticleCRM 2015 Outlook Client and Outlook 2016 - Records Will not Open in New Window
Hello,I've seen this issue posted around the internet before, and people kept coming back to it being Internet Explorer settings. We have our domain in Trusted Sites, Popup Blocker is off, set Security...
View ArticleDynamics CRM JS Web Api Client
Hello everyone,since I started using the Web API recently and found that a JavaScript client would be nice, I created one during the last weeks.It uses bluebird (and exports it, so you don't have to...
View Articlecreate leads automatically from incoming emails
Hello,I need help! Is there a way to create leads automatically from incoming emails?Any help will be appreciated.Thanks.
View ArticleMultiple Portal instances
Hi everyoneIf a customer needs to have both a Customer Service and Partner Portal and they have portal users (Contacts) that should have access to both, is there a way to 'integrate' the 2 portals from...
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Concatenate two fields- Look up and date field into a text field
Hi,I have a requirement to Concatenate look up field and date field into a text field. We are doing this with an out of box work flow“Name”: . Value must be ‘First Name’ + “ “ + ‘Date of Birth’First...
View ArticleUpdate User Info
Hi All,Does CRM automatically updates existing user information when Active directory user details are changed? Thanks
View ArticleSolutionPackager, version control and savequeries
Hi allI' m facing an issue and wandering if someone faced that before.I'm setting a versioning control for Crm.I started using solutionPackager to extract my solution. I made couple of change on the...
View ArticleCreating Leads from the public who log into a wireless network
Hi community,How can I go about automatically creating a CRM lead from someone who logs into a wireless network.Scenario: A potential customer walks into the office and sees our guest wifi network on...
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