How to demote a Contact back to a Lead
We are using Dynamics online 2011.Our marketing dept have decided that many of the Contacts in the CRM are actually Leads. In past versions there was a 'demote' button or else it was possible to run a...
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Error getting while running the Profit & Loss account report.
Hi Friends,I received the following error message while trying to run the P&L. I ran the P&L report and received the same message twice, but on the third time the report ran. This was...
View Articlecannot add a report to the dashboard
I have a report that has a graphical summary and want to add this report to a new dashboard but cannot seem to be able to. I have searched everywhere for a solution, added the URL of the report to the...
View ArticleError with custom javascript code when retrieve Customer from Case
I have a issue with some javascript code. i use retrieve multiple to get customerid from case like bellow.When i try to run the code i get a error message: "Generic SQL Error", and in the crm/sql logs...
View ArticleClicking Activity causes script error in new interface
Hello everyone!I updated our online instance of CRM yesterday with the December 2012 update. Since doing that i've noticed a lot of niggles, such as where has the resource centre gone so i can actually...
View ArticleSetting Commission in Dynamics AX 2012
Hi all,Can we have a commission setup in AX 2012 by which we can track all touch points in Sales Cycle starting from Product campaign > Lead Gathering > Prospect > Customer > Order Taking...
View ArticleFix Gift Certificate / voucher
I have an old Gift certificate /voucher that I need to remove from my system since it was already used. The cashier ran it under cash a few years ago. What is the best way to remove this GC / Voucher....
View ArticleFull CIL generation Error @ AX 2012 R2:
Hi - Having this errer when running full CIL. Has any body an idea to get rid of it?System.ArgumentOutOfRangeException: Index was out of range. Must be non-negative and less than the size of the...
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No Genera Reportes de Excel ni crea las carpetas de las compañias y sus...
Buenos días a la comunidad, tengo el presente problema.. Requiero de generar Reportes de Excel en un cliente, ya hemos creado conexión de datos y hemos creado la carpeta con los permisos a todos los...
View ArticleDetermine Dynamics GP Version from Installation Folder
How can you determine the Dynamics GP version from the Dynamics Installation folder without launching Dynamics GP?
View ArticleMS script error upon saving or closing records (acct, contact, opp)
Each time we close out of a record, we get the following error message:Microsoft Dynamics CRM has encountered an error:Please tell Microsoft about this problem.Microsoft Dynamics CRM Error Report...
View Articlecrm dynamics 2011 products edit unit group
Hi , I have situation where I need to change Unit Group for hundreds of products , but this is not enable via CRM Interface. this field in not in Edit Mode.we have two types of price list items for...
View ArticleA view that show customer and his related products
I would like to create a view (or a report) as said in the subject of the thread.I try to create a custom view with Active Customers, than i go to the column selection module.At that point i don't know...
View ArticleHow to convert bulk labels into some other language???
Dear All,I have many labels in en-us lets say 100 labels. Now I want to convert each of these labels in arabic. How can I do this at a time.??Thank you.
View Article1099s are printing for non 1099 vendors
1099s are printing for all vendors, regardless of whether or not they are set as 1099 vendors, and even if they have $0 amounts and the threshold is stated as $600.Any suggestions? This is the first...
View ArticleMultiple vendor RFQs and rejected RFQs show excess supply in Net Requirements
We are experiencing a couple of issues associated with RFQs and net requirements.The first issue is that the same RFQ is displayed under net requirements for each vendor an RFQ is sent to. For instance...
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Unable to enter opportunities due to info not being processed
When I try and create a new sales opportunity, I cannot correctly load and search for contacts and advertisers. Much of the time, I will type in a contact name, agency or advertiser, and after typing...
View ArticleMS Dynamix AX - Accounting Types
Can anyone tell me if AX can support both Balance Forward and Open Item accounting? Is it possible to select these as options at the account level, i.e. Account A on Balance Forward and Account B on...
View Articletendering multiple work orders
We've read the article outlining how to tender to customer accounts, then tendering all at once. Is that the best and only method to use to tender multiple workorders? Any help would be appreciated....
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