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Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planni
Can Dynamics GP 2015 be used with vmware or is it only compatible with Hyper-V?
In one vendor's visits, they asked the client yearly revenue. Is that important in an initial vendors visit in order to present a quote? Whys is this question asked every time?
I have created a Date field in the Activity Entity in CRM 2011 and need to set a validation so that a user cannot enter a future date.
Please advice how to set this up.
I have a requirement to search for multiple accounts in the search field in the Look up records dialog box instead of searching one record at a time.
Is there any way i can do so?
I am not a programmer but i need some help in writing a JS Script in CRM 2011. I have created a custom entity and have 2 drop down lists of which the 2nd drop down list will change based on the…
Some years back MS CRM a person would purchase CRM and install it to their local server. Since there are a lot of different flavors of CRM out there today, like sugarCRM, vtiger, ZurmoCRM, suiteCRM, …
Crm dynamics how to move a lead to client and back to a lead when they are no longer a client
Right now here is our situation:
Whenever we send a mail merge to word from a CRM 2013 record,
(1) we are getting asked by the browser if we want to open or save the document, then
This issue is only affecting a few specific users and it seems to be sporadic and spreading. The symptoms are:
-A random user first gets an error pop-up in Outlook while trying to mov…
Is it possible to interact with the backed SQL tables of Microsoft Dynamics AX in the cloud.
Has Microsoft Dynamics 365 been released yet? If not is there a beta version. Where would I find it?
Both credit memos and invoices are already in GP 2013 R2 and posted. We need an automated way of applying the credit memos to specific invoices, without using the Auto Apply button in Apply S…
In GP 2010, I have seen instances in one of our foreign GP companies that the sales invoice would post in US Dollars. But, the resulting journal entry would post in British Pounds.
I did som…
I have a problem with the configuration of the Product/Default Price List I am missing a default price in the Product and it appears it cant be changed.
A specific product seems not to b…
I am trying to put together a smart list that shows all our vendors that have term discounts. However I am unsure what tables I need to include to determine which vendors offer discounts.
Is this possible? Can I eliminate the need for an on premise CRM Email Router?
Say, Salesforce is such a solution. I'm looking for something more focused on the care aspect than on the fund raising side. A Paid for solution that is scale able is ideal.
The values are in the center of the looku…
Can i create a custom case entity in CRM different from the default. Reason being i need to create fields that are different from the Standard case form.
I am using dynamics CRM 2011.
I have been able to set a default lookup value (FreightName) using the code below but when I try to set a second lookup (ShipName) , it wipes out my first lookup value and I end up with a value in S…
I need some assistance determining version compatibilities of our Microsoft Dynamics GP 9.0 with Microsoft Dynamics RMS Version 126.96.36.199 and MS SQL Server 2012? We have a vendor assisting on the RMS …
Just wondering what most companies use for a front and implementation for CRM? What technology is used, for example.net? Specifically for membership style organizations. Thanks.
Since migrating from MS CRM 4.0 to 2011 and then immediately from 2011 to 2013, the "Assign" feature is no longer working for some records. We cannot re-assign those records using the …
This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I r…
Back Story At General Code, we have a small team that creates sales proposals. Requests for proposals are submitted to the proposal team from individual sales people using tasks in Micro…
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Andrew Hancock (VMware vExpert / EE MVE)
Yorkshire Wolds, United Kingdom
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