Workflow on anniversary date Utf 3 616
Hi, I would like to create a task 2 weeks prior an anniversary date. Let's say our customer anniversary date is 2001-12-31, how could I create a wor...

Custom Entity having subject lookup anuj 0 619
Hi. Could any one suugest me some way how to proceed with custom entity having a lookup as Subject in it(the same way as case form is having a lookup...

unable to open CRM web page Flip 3 606
It seems that I can open the CRM web page from the server but not from any workstations. It also affected any clients that were using the Outlook cl...

CRM 4.0 CTP 3 + Server 2008 RC 1 + SQL 2008 CTP 5 Hadi 1 513
Hi all, I have tried to install CRM 4.0 CTP3 based on Server 2008 RC1 and SQL 2008 CTP5. I have encountered the following error message while regist...

Creating relationships to user created Entities Utf 0 484
Hi! I want to create a new Entitity (Project) and then another Entity (Investor). Is there a way to create a relationship so that I can see all the ...

Credit Note and Microsoft CRM PSi 1 449
Is it so that there is still no real solution (i.e. negative amount) for Credit Note in Microsoft CRM? is it so that one still needs to toy with nega...

Send SMS text from Dynamics CRM 3.0 Utf 0 493
Hi, I'd like to know if there is any solution (3r party solution, Web Sevice carrier, ...) to send SMS text from Dynamics CRM 3.0. We need this func...

Please add attachment functionality to the campaign wizard Utf 0 493
When creating a campaign with a quick campaign or a full campaign it would be really handy to be able to add an attachement to an email task, so that...

CRM upgrade from 1.2 to 3.0 Utf 1 464
We have a CRM 1.2 installation which we would like to upgrade to CRM 3.0. I believe this is a free upgrade but I don't know how I can obtain the key....

Read-only fields based on security role Utf 2 520
On a given tab, certain fields I want to be read-only for most users, except for roles "system admins" or "system customizers". These roles would be ...