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13 views

CRM Dynamics 2016 MS Word 2013

In Dynamics CRM 2016 we have the merge documents. I do miss the former switch options. I saw you can manipulate the format in the docx by renaming to .zip and edit the xml... but what to do? I want to ...
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1answer
30 views

IE 11 flickering in process flow CRM online 2015 +

I currently use CRM online 2015 and get the option set "flickering" when I try to change the value only on IE 11. If I activate the "legacy mode" the flickering is not there. I try some post to ...
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0answers
48 views

Microsoft Dynamics CRM Lead assignment rules

Does Microsoft Dynamics CRM 2015 (or starting with previous versions) has any rule-based assignment of Leads to salesmen, similar to what Salesforce or SugarCRM have ? If so, could you please provide ...
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0answers
51 views

How to column-level encrypt in Dynamics CRM 2015?

I know that Dynamics CRM 2015 comes with encryption on for specific fields. EmailServerProfile IncomingPassword EmailServerProfile OutgoingPassword Mailbox Password Queue ...
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1answer
28 views

Microsoft Dynamics CRM 2015

How do I create a task view to see what tasks are overdue by user - how do I get this emailed directly to my boss to look at Is it possible to set up a task view for leads that have not been ...
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0answers
33 views

“Phone Call Quick View Form” editor is disabled

I'm using CRM Online and I'm trying to edit the Phone Call - Quick View Form but I found that the ribbon buttons are disabled and also i can't drag and drop a field in to the form .Any Idea how I can ...
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0answers
5 views

Resolve related cases when a contact is deactivated

I'm trying to create a workflow that runs when a contact has been updated such that if the contact status is changed to inactive then all the related cases to that contact would be changed to ...
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0answers
19 views

Show each of the Social Panel Tabs separately on the form

I'm using CRM online and I'm looking for ways to customize the Social Pane such that it shows each tab separately on the form to be able to see them all at once, instead of having to switch between ...
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1answer
144 views

How to handle null values when importing to CRM Online?

I have an Excel file of accounts which is imported from a previous CRM version (2011), and I would like to import it to CRM Online. Some columns that hold integer values might also contain “null” in ...
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0answers
51 views

Target CRM fields are missing several OTB entity fields

When importing my Accounts CSV file into CRM Online, I found that several out-of-the-box Account fields aren't displayed in the Target CRM fields. These fields are displayed in the Account fields in ...
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1answer
72 views

How to add a new entity to the “regarding” section of the CRM App for Outlook?

This msdn article states that following feature for CRM App for Outlook: Create CRM contact or lead records for people on the From list that aren’t already included in the CRM database. You can ...
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0answers
80 views

What's the better integration strategy for Dynamics CRM [closed]

I'll try to be as specific as possible with what I need Background : I am a software developer and I try to do all sorts of things as much as I can. I have recently gone "Mission Impossible" and ...
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2answers
405 views

MS Dynamics CRM 2015 assigning tasks to non CRM users

Is it possible to assign a Dynamics CRM task from outlook to someone who does not have a CRM license and keep track of the progress on CRM online.
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0answers
95 views

CRM 2011 outlook client crashing on replying emails

We have configured CRM 2011 plugin for outlook(CRM RU8, Outlook 2010). Its working fine for all the users except one. From one user machine, able to send a new mail but whenever we try to reply to ...
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1answer
330 views

Can I assign a task in MS CRM to someone who does not have Outlook synched with CRM

I'm wondering if it is possible for us to assign a task in MS CRM to another employee who has a CRM User id but does not have the CRM/Outlook Synch plug in installed? We have MS CRM 2011 and MS ...
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1answer
920 views

MS Dynamics CRM 2013 Email to Case drop to same case

I am using MS Dynamics CRM 2013 SP1, I used the "Automatic Case Creation Rules" to manage automatic case creation for emails The steps are more or less like this After the setup, I tried to send ...
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0answers
453 views

Outlook 2010 starts flashing

I'm running Outlook 2010 with Microsoft Dynamics CRM 2011, and it runs fine for a bit, but then the whole window will just start quickly flashing as if I'm quickly clicking on and off of the window. ...
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0answers
189 views

Microsoft CRM 2011 change url for different organizations

I have Microsoft Dynamics CRM 2011 with minimal servers (two servers: CRM and SQL). And I create two organizations (org1 and org2). Now I can access to organizations: http://servername/org1 ...
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0answers
88 views

Outlook CRM plugin not syncing cases properly

We have CRM 2011 on premise. One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from ...
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0answers
122 views

MS CRM 2011 (online) Outlook client, Unable to persist “maximum number of lines in compact mode”

Accessing CRM via Outlook, we have the following scenario: We are looking at opportunity entities We are looking at a personal view of opportunities We have the reading pane set to show on the right ...
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1answer
182 views

How to resize a text field in order to remove scrolling on an onload event?

I deal with dynamics CRM 2011 online and I faced some troubles with printing documents there. Could I resize/expand a text field in order to make a text visible for user without any scrolling? Has ...
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0answers
272 views

jS how to resize a text field? dynamics CRM 2011

I'm wondering about how to resize a text feild automatically in crm 2011. Is it possible there? For example, I've got a simple text field that has 3 lines by default. And I'm looking for a method, ...
1
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1answer
183 views

How to deal with drop-down tabs dynamics crm 2011

In CRM 2011 I've a tab (drop-down), which has an Iframe or whatever. Could i make it open by default if there is something inside and close by default if there isn't any data inside of this tab?. ...
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1answer
749 views

configure outgoing settings in email router (dynamics CRM 2011)

I'm trying to configure email router in dynamics CRM 2011 so, Could anyone explain me how to turn an outgoing profile there as well, please? ;) I wonder with the follow setting: Accsess credentials ...
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1answer
704 views

Is there a way to unsync contacts from Outlook that came from a particular source, specificly Dynamics CRM?

So I installed the Dynamics CRM Client for Outlook and wired up a client's CRM to do some work for them. Unbeknownst to me, Microsoft decided to auto-opt-in the Contact sync to the Outlook Address ...
1
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1answer
292 views

How do I setup CRM 2011 to move a Lead into an Opportunity?

Not much more info I can give. I'm new to CRM. I want to setup things so a Lead automatically gets turned into an Opportunity and then gets removed from the Lead when a specific field is set to a ...
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2answers
739 views

Assigning MS CRM task to someone else from Outlook?

What is the correct way to assign a MS 2011 CRM task to someone else in the company? Trying to do it from Outlook add-on just pop-ups the regular Outlook tasks window, which, if assigned to someone, ...
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2answers
865 views

Dynamics CRM 2011 - Outlook vs Browser client

MS Dynamics CRM 2011 can be accessed via browser or via the outlook client. Are there any differences in functionality between the two? e.g. are there features that only occur in the Outlook client, ...
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1answer
210 views

Dynamics CRM: making “Regarding” field clickable in Outlook if its name is blank

In Dynamics CRM, the "Regarding" field is not displayed in Outlook 2010, if primary field is empty. (Primary field is a field whose value is displayed in lookups.) Say we have a lead where First Name ...