-
Error while opening the solution file
Hi, I have installed CRM Solution Framework using Microsoft Dynamics CRM Developer Toolkit. Afterwards, while trying to open the solution file & its showing an error: Unable to read the project file 'BusinessProcesses.csproj'.…
-
Read birthdate from contact
Hi! we have MS excel pivot table and we connect to CRM database to view called Contact. but in this view there is wrong birtday date. it is 1 day back. example: john mayer has birthday in 1956-09-22 in CRM in view contact has 1956-09-23 I am asking where could I find real date for contact in CRM.?? thank you
-
Dynamics CRM in Romanian
We are honored, as Microsoft Gold partner in Romania, to be able to offer our prospects a 30 days free trial for Dynamics CRM, in Romanian language. This will help even more with the purchase decision, using our "Click, Try and Buy" campaign.
-
Microsoft Dynamics CRM 4.0: Virtual PC Image
hi guys, i have downloaded the above. The programs starts well. When i start the MSDYCRM40_Demonstration Tools.exe, i have a screen with Available tools. I need to click in the orange banner in order to connect to Microsoft Dynamics CRM. In the window which appears next, i need to enter the: user name : administrator…
-
client.msi or lightclient.msi files required
Hi all, I am new to CRM and installed it for the first time...... I have installed CRM 4.0 successfully. Now I need the client.msi or lightclient.msi files. Where can I get it from.....?? I might sound cynical..but can’t help it....I am stuck ](*,) Regards, Amanpreet
-
Differences between CRM and CRM module in NAV
Hello guys, I have to summarize all the differences between complete Microsoft Dynamics CRM and the CRM module in Dynamics NAV. I've neither got experiences in CRM or in NAV. So I would be pleased if you could point out some differences or could tell me a source where I can look it up on my own.
-
Minimum Passing % for CRM 4.0 certification.
Hi all, What the minimum passing % required to clear the CRM APPLICATION level certification exam.? and What are the no of questions asked? waiting for reply..... APS
-
Microsoft CRM,user access
Hi, We have 4 business units(east,west,north,south) under the main Organization unit. We have Salesmanager and salespeople within each Business Unit. Records are able view by all. How would I implement this in microsoft crm? Venkat....................
-
Microsoft CRM
Hi, I have created Business unit xxxx,manager,terrotity in CRM ,four zone east,west,south,north in terrorities.Each zone users are not highlighed in them.All the users lead... are visible for all of them.Please provide me the solution. Venkat.......
-
MS CRM Business Study Document
Hello Experts, :) Till now I was involved in the implementation of MS NAV and MS AX but, I am bit new to MS CRM implementation. I have scenario, where we have a group companies in different industry verticals. we need to implement MS CRM company wise..... i.e. starting with Health and Trade industry and it will go up to…
-
What should be the logical steps to start a CRM project?
Hi all, Our client is a stockbroking concern which is going to adopt Dynamics CRM. Thus, I need valuable inputs from all experts as to what should be the logical steps for starting a new CRM implementation project for a stockbroking firm. I request the entire forum to help it out with some expert comments.
-
Pics
Is it possible to create a new field into the CRM and upload a pic? What kind of field should it be?
-
CRM 4.0 Email Router with Exchange Online
Can the CRM 4.0 Email Router be configured to work with 'Exchange Online' (which is part of Microsoft Business Productivity Online Suite)? Or will it work only with On-premise Exchange?
-
Campaign Activities mysteriously vanish
(Post removed by author)
-
Email Tracking
Scenario: I am a Legal Firm who is tracking emails through CRM 4. I would like my client to view all emails that have been sent and recieved between the Law Firm and the Client. The Client would login through the internet to CRM. Limited access only should be given. How can we track the emails and limit access only to…
-
Reg Alert message in the company Name
hi, I have created the workflow through which the alert message flows and i have added email content in them.But the requirment is that i need the company name to be displayed in them.I have created new entity for this.Now the company name is not displaying in them. 2.I have created two different entity ,which is flow in…
-
Dynamics CRM + Lotus Notes
Hi, I'm about to buy a CRM solutions. But my company is working with Lotus Notes for years as a collalboration system. There are ofcource a few CRM solutions for Lotus Notes but we rather would like to implement Dynamics CRM (becouse we are planning to use NAV to). Is it posible (and easy) to synchronize Lotus notes with…
-
How to integrate a C# application into MS CRM 4.0
Hello, It's the first time I work with Microsoft Dynamics CRM 4.0 so I have'nt a great idea about how to develop CRM's applications. So, my question is how to integrate a c# application in Microsoft Dynamics CRM 4.0 (when clicking a button which i added to the account form, my application should be called) I saw the SDK…
-
Request for Proposal(RFP) in CRM
Hi Friends, I am using MS Dynamics CRM 4.0. I am receiving a lot of RFPs(Request For Proposal) from different clients daily via mail or fax or through telephone. I want to enter these RFPs into MS Dynamics CRM. Is there any option to do this? Thanks & Regards
-
The request failed with HTTP status 401: Unauthorized. in
Hi, I am new to CRM, this is the first piece of code i developed in CRM. I got error in the following code: The request failed with HTTP status 401: Unauthorized. System.Net.NetworkCredential creds = new System.Net.NetworkCredential(); creds.Password = my_live_email; creds.UserName = my_password; CrmAuthenticationToken…
-
CRM Error: "Unable to browse for Active Directory Objects"
Hi Everyone, I am installaing CRM 4.0 on a server and I keep getting the above error message if I click on the browse button of 'Select an Active Directory organisational unit' window. I have a saparate server where the active directory is installed and I created an organisation unit called 'Microsoft CRM' on the active…
-
CRM connector
Hello, I want to connect CRM 4.0 with Nortel telephone exchange. Could help me someone when I could find connector and documentation? Thanks
-
Want to know Table relation between Service activity and Res
Hi all, I want to create one report in CRM 4.0 using SQL Reporting services with the following specification. Report should list out all Service activity (Resource person wise). But there is no link between the tables Service Activity and Resource Base. In CRM when creating service activity, it is possible to lookup the…
-
scheduling services
Hello Facing problem in scheduling services in MS CRM 4.0. screenshot is attached. Neha marwaha
-
business benefits of MS CRM 4.0?
Hello I want to know about the business benefits of MS CRM 4.0. Whenever a demo is given to client..there obvious question will be "What ROI will I get by using MS CRM 4.0?" I have tried n searched about it but not able to get a convincing answer for this. Can anybody help me to know the convincing answer of the above…
-
Leads management in CRM
hi can anyone tell me what is leads management in CRM? how can i create autometic leads from mail, website form? how can i do this in CRM ? thank you
-
CRM Installation doubts
Hi, Well I do have quite a couple of questions. During the intallation of the CRM server it asks us to select the Organizational unit to contain the MS CRM System groups. What is the impact on the OU after we have selected the OU in the installation? Secondly during the intsllation it asks to go with the Default Web site…
-
Problems with CRM
i dont really know if anyone can help me but i have some difficulties with CRM. more specific, i made the Outlook -Navision integration, and i can send e-mails through Navision which are logged to the "Interaction Log Entries" field. However, if someone else sends me an e-mail (in Outlook) i dont know how to transfer it to…
-
Appointment escalation CRM 3.0
Hi, How to configure the work flow in order to genarate an email for appointments which are after one week from the schedule completion date. in the scenario that we are facing this particular email should be triggered to a particular manager ? shirantha.
-
Edit Report
Hi, I'm new at CRM amd only started working with it last week and I've been working\developing in NAV for the past 4yrs. Quick question.. How do you edit a existing report in CRM for instance: add a table to the report, grouping tables together etc etc. thanks in advance!