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40 views

Dynamics Ax 2009 compatibility?

At the moment my users are using Dynamics AX 2009 (yes, it is a pain when we need to change, hundreds of customizations have been done). They are using it with Office 365 (2013). Now I'm testing ...
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1answer
37 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
21 views

Microsoft Dynamics AX: Retail Server against Multiple Modern POS

I have multiple Modern POS on different stores. Do I need only one Retail Server for all of them or each mpos requires separate retail server? I have searched it but couldn't get a proper answer.
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0answers
58 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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2answers
441 views

Can't get NAV 2015 and 2016 to work side by side in Management Console

I have installed the 2015 version and then the 2016 version of Microsoft Dynamics NAV. Everything works fine besides the Management Console. When I install NAV 2015, I get version 8 of the ...
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0answers
85 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
197 views

Data in Microsoft Dynamics NAV

How is data in Microsoft Dynamics NAV stored? Can I retrieve/send data from/to NAV from other systems? Can I choose the database engine to use in NAV?
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1answer
956 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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1answer
492 views

Delete pending invoice on Dynamics AX

When I right click on a pending invoice, I don't see an option to delete it in the context menu: So how do I delete a pending invoice?
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1answer
470 views

Globe Software Atlas Error: AtlasTable function “Failed to build Atlas forumla”

We have an Atlas Template (Excel document) containing a number of formulas. One of these formulas is causing the exception message: Failed to build Atlas formula: =AtlasTable("Production Support"...
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0answers
30 views

Retrieve deleted accounts [closed]

Several thousand accounts were deleted by mistake in our CRM 2011 system. We have a backup where we can retrieve them, but are having issues with restoring those records. Is there a deep clone ...
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1answer
186 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
276 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
187 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?. Or,...
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1answer
757 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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votes
1answer
709 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 ...
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2answers
870 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
236 views

Why isn't CRM logging in under my logged in credentials?

Good morning. For some reason, I am not being logged into our on-premise CRM application with my credentials, rather, I am being logged in as a separate, admin user. I have checked the site's ...