Forum Post: RE: SSN field
thank you guys. where do I go to submit enhancement requests?
View ArticleForum Post: RE: create user through orgservice - an unknown error occurred
Did you figure it out? I got the same error and I found that I was not setting the Business unit for the user.
View ArticleForum Post: RE: Upgrading CRM 2011 to CRM 2013
Contact Center Desktop is a Microsoft solution using CCA framework and is the version previous to their commercial product Unified Service Desk. I thought somebody would have already tried migrating to...
View ArticleForum Post: RE: Sub Grid Add Dialog has New Button
Hi Aileen, Yes, I agree that is normal CRM behavior guess I was not clear on that part. Thank you for posting the link to your questions those screenshots are super helpful for explaining what is...
View ArticleForum Post: RE: How to change the maximum allowed number of records to follow...
I'm pretty sure you can't change this. Apart from the obvious record wall showing posts, what are you using Follows for? Reporting? Outlook synch? For example, I have seen this used quite often to...
View ArticleForum Post: RE: Workflow? Rules? - Sending automated emails to Owners of...
Thank you! Another question, are you familiar with the modified option in these time condition based workflows? For instance, the lead is created. I have a reminder set for a certain time after the...
View ArticleForum Post: RE: Workflow not creating and sending e-mail
Hi Helweh, My fault, sorry. After I see the issue you are having and yes, this will cause an infinite loop. Try this: 1. Create an attribute on the Account called lastTransWorkflowDate as a Date / Time...
View ArticleForum Post: Upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015 (On-Premise)
Hi All, what would be the steps to upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015? I am unable to find any clear direction or link which can explain this. Would really appreciate any help around this.
View ArticleForum Post: RE: Bulk Edit on Sub Grid based on N:N relationship
Hi Aarush, I don't think there's a way to do this logically because all of the Contacts you'll edit have different starting values from each other, so you won't be able to have any prefilled/selected...
View ArticleForum Post: RE: Bulk Edit on Sub Grid based on N:N relationship
Hi Aarush, I have used the ableBridge Editable Grid to do bulk editing in child entities in a subgrid. This has worked well for me. I know PowerObjects has an editable subgrid as well that you might...
View ArticleForum Post: RE: Upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015 (On-Premise)
the steps will be Upgrade from CRM 4.0 to CRM 2011, after from 2011 to 2013, after from 2013 to 2015
View ArticleForum Post: RE: Upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015 (On-Premise)
Hi Karthick, The following requires a number of environments but the reason we follow this approach is it allows us to test if there are any challenges / differences in all environments through the...
View ArticleForum Post: RE: Upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015 (On-Premise)
Here is how you can upgrade your system to 2015. 1.Upgrade it to crm 2011 2.Then upgrade from 2011 to 2013 3.Then from 2013 to 2015. There is no straight way tomove from crm 4.0 to crm 2015 . you can...
View ArticleForum Post: RE: Marketing List Entity
Hi Balaji, Overall: This can be Static or Dynamic Marketing list. It can have the list of Contact, Account, and Lead.... You can blast email to the list, can do campaign to that list. Even for dynamic,...
View ArticleForum Post: RE: Loading the Subgrid data through Plugin in crm 2015
Tejas, You want have it done in the CRM Form or after saving? Because if done in CRM Form you need odata to load that (javascript) And if after commit to database you can use plugin. Need to make it...
View ArticleForum Post: RE: Upgrade from Dynamics CRM 4.0 to Dynamics CRM 2015 (On-Premise)
In Addition to that, below post will also help you www.wipfli.com/BlogPost_MCRM_Blog_021315_Updrading4to2015.aspx Thanks
View ArticleForum Post: Bulk SMS (text messaging) solution using a dedicated long-code...
Hi Everyone, We want to be able to send our potential customers SMS messages from MSCRM using a dedicated long-code number at the rate of 1500 messages per day without getting blacklisted. I'm looking...
View ArticleForum Post: RE: Availability of CRM2015 update 0.2
Hi All, Looking at the revised article it seems the update has now been pushed back to Q4. No light at the end of the tunnel. :(
View ArticleForum Post: RE: SQL server. SQL Instance vs Dedicated SQL server?
Hello David, As Bas suggested, you can go either for a SQL Instance or a Dedicated Server based on the Budget and Project requirements. Even though you use a SQL Instance, you can assign required...
View ArticleForum Post: Microsoft's PartnerSource links are all broken - Partnersource is...
I've been trying to download SureStep for over a week from the PartnerSource website - the site is dead. None of the links are active - I keep getting an - "Our apologies, an unexpected error...
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