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Conchi

Buenos días hemos generado una campaña con x cuentas relacionadas, cuya acción a realizar es crear llamadas que según van siendo contestadas, se marcan con el estado de cerradas.Actualmente estas...

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Customize navigation pane

How to create new navigation pane in NAV2013? This I knew, and I forgot.

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Import Data

I cannot get the last names to populate when I import data from a csv file.  I have tried multiple times to create a new field, map to existing fields, etc. No luck. I do not even see the last name...

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Multiple AX 2012 client instances at the same time

The installer doesn't support multiple instances. Is there any workaround for this? We have multiple AOS with different versions and the client is installed on the same machine. Every time we start the...

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Dynamics AX 2012 Advanced filter with sql statement; outer join

I would like to use the advanced filtering function to find records that has no transactions in another table. Example; filter transactions in SalesAgreementHeader that is not yet confirmed. This means...

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Add logo company as a banner and change the color in CRM

Dear All,Please see the below mock up. I need to add the Company Logo and also need to replace the existing blue banner to the green color. I am not so sure how to replace it as I don’t know much in...

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Migrate from SugarCRM to Microsoft Dynamics 2011

Hello,I wonder whether it is possible to migrate all data from SugarCRM to Microsoft Dynamics CRM 2011. Since it turns out that I can export Accounts, Contacts and some other stuff from Sugar into e.g....

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Missing Inter-Store Transfers

Hello all,Is there any permanent fix for the Missing Inter-Store transfer bug in RMS?Regards,Sam.

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Security Issue: Account Owner can see all opportunities

Hi all,I have one user who has one security role, which gives him the privilege to see only his own accounts and own opportunities. I checked his access rights in MS CRM and noticed that he can see...

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Serious Problems with Inventory valuation Report on Feature Pack 2 +

Wondering if anyone else has had this serious issue with Feature Pack 2.We've found that the closing totals & values are a complete nonsense on the Inventory Valuation Report in fact in most cases...

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Missing components?

Dear Members, I am new to CRM and Dynamics. According to LearningLabs videos and other material, I should be seeing an area headed "My CRM", an area headed "Workplace", and a pane headed "Activities"...

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AX2012: Subworkflow requires Document key?

Dear community,I've been trying to create a workflow including subworkflows, i got an error due to a 'document key' but i can't figure out where or how to refer/setup these document keys. How can we...

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Ignore Inactive list members

Hi,Can anyone Explain the feature of Ignore Inactive list Members.And also Explain the Functionality, how it works in CRM.

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Migrating SL 6.5 to SL 2011

Hi all,I've installed SL2011 on a Windows 2008 standard server and want to import all the 6.5 files.I know nothing about SL and am looking for guidance.The first issue I ran into was trying to run SL...

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Switch off Dynamics GP integration with Lync

I may be missing something obvious but how do you switch off Dynamics GP's integration with Lync?A client has Lync installed but does not want to use it with GP.Thanks.

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OPOS vs Windows Drivers / Logo on RCPT.

About 5 years ago, I have an HP out of the box solution for RMS and it worked great!  Although, the system was under strength and to have RMS, Outlook and a couple of tabs open on a browser would bog...

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subworkflow document key

Hi I know this was asked for here before but never answered, although it appears lots of people are looking for the answer.Since the Workflow Editor is not scalable, at around 200 elements it crashes...

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Error message when activating inbound port in Aif: "There is already a...

Hello,we have to installations of AX2012. In the first every tier is installed on it's own machine. In this installation all inbound ports are activated. In the second installation all three tiers are...

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Dynamics GP 2013 with Sharepoint 2013

HelloI have installed Dynamics GP 2013. I am trying to install Workflows in dynamics. I am not able to do that and i am getting error - i have to install sharepoint 2010.So Workflow in dynamics gp 2013...

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Set Functional Currency but there are no currencies listed

I am attempting to install Management Reporter 2012 on a test server with GP2010 to migrate FRx data and prepare for upgrade to GP2013.  I have installed GP2010 and restored the company database.When I...

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