Alternative login to CRM eg. FaceBook
Hi, Assume there is a group of Facebook users which I intend to host a CRM for. These users are from different parts of the world. I can host a CRM in IFD mode with these users created manually in my...
View ArticleDuplicate Detection for CRM 2011
I am trying to test the duplication rules with a set of records with multiple fields that I need to test and check. However, I want the fields to be checked independently of each other: I want the...
View ArticleImport GeneralLedger Journals
HiI wrote some code to import LedgerJournal from an older system. It looks good but I want to create a new journal for each transdate so that als Transactions for specific trans date are in the...
View ArticleAdding fields to Letter Writing Assistant
Is there a way to add fields to the toolbars when in Letter Maintenance? I know how to use the toolbars available to add the fields to the reports, but we don't have all the fields we would like to...
View ArticleDue dates alerts in AX2012 not working?
Hi,I am trying to set due date alerts on certain fields without success. Changed based alerts appear to be working fine, but not due date alerts. One of the examples I'm working with is that I would...
View Articlewrong entry of credit memo
hi! we were just new in nav and we are facing certain problems regarding the credit memos. first, posted a credit memo in a wrong vendor. second, the items shouldn't be with withholding but it was...
View ArticleNAV 2013 for Stationery Manufacturing
HiWe have a prospect who is into Stationery Manufacturing (Diaries, Note books, Organizers etc). I would like to know how much NAV 2013 will fit in this industry? Has any one implemented NAV 2013 for...
View Articlemicrosoft dynamics rms
how do I configure the receipt template to take two different sales tax. Recently we have different taxes for different category of items. I can configure the categories to have different taxes but the...
View ArticleDelete serial numbers from quotes
RMS 2.0.1002 I'm looking for a query to delete serial numbers off of all quotes.Thanks,Ben
View ArticleOn the look up i got an error
On the look up ,when i choose look for "Contact" it is not showing the data of contacts as it is throwing an error described below:-"Try this action again.if the problem continues,check the Microsoft...
View ArticleCRM 4.0: Workflow triggers multiple times
Hi All,We have a simple workflow that creates task when an email Activity Status changes to completed. Whenever someone sends an email, the workflow fires 3 times for some reason. Anyone have any ideas...
View ArticleDelaying E-Mails from Dynamics GP 2010
Hello:In Microsoft Dynamics GP 2010 SP2, a client would like to delay the sending of vendor remittances. They want to make sure that the EFT payments clear the bank, first.There is not a way to...
View ArticleLogout Button
I want to create a log out button in CRM but i am not able to find it. can anybody give me suggestions for creating a log out button.
View Articlecrm 2011 mail merge: automatically creating activities
hello, i work for a call center and it would be ideal for me to send out mass emails that have individual's pertinent information on their emails, thus im looking to use mail merge. However, i would...
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How to charge current server to new server in CRM dynamics 2011
Hi all,I have installed new database and crm at diff server. but when i tru to testing the application. have a few problem.1- After create leads and convert to opp but not auto generate. Any new leads...
View ArticleEmail's not being logged to my CRM card
Working in a small office of 10. Everyone else's outgoing emails are tracked to their CRM contact card but mine have not been tracking. In fact, mine never have.I can't find any setting that are...
View ArticleHelp with Delivery Strategy Document
Hi everyone,I would like to ask if you have a sample of Delivery Strategy document to send me?Thanks a lot,Carolina Gonçalvesemail: Carolina.c.goncalves@avanade.com
View ArticleAfter installing Email Router Rollup 13, high lsass.exe CPU
After installing Rollup 13 for the CRM Email Router on my Exchange (2007) server, I am now seeing high cpu usage from both the lsass.exe service and the Dynamics CRM Email Router service. I can tell...
View ArticleWhat are the database tables associated with Vendor setup
I have upgraded the e-Banking module in SL7 to provide a new ACH\Wire Plus payment format. Each vendor now has to be setup to use the new format and I would like to be able to script the change through...
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