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Hiển thị các bài đăng có nhãn CRM. Hiển thị tất cả bài đăng
Hiển thị các bài đăng có nhãn CRM. Hiển thị tất cả bài đăng

Thứ Sáu, 25 tháng 4, 2014

Xử lý lỗi CRM 2011 email router service không khởi động được

If you are not on Update Rollup 13, to resolve this problem, follow these steps:
  1. Delete the Microsoft.Crm.Tools.EmailAgent.SystemState.xml file.

    Notes
    • By default, the Microsoft.Crm.Tools.EmailAgent.SystemState.xml file is in the following folder:
      C:\Program Files\Microsoft CRM Email\Service
    • By default, the Service folder is a hidden folder. To see this folder, you must change the Windows Explorer settings to display hidden files and hidden folders.
  2. Restart the Microsoft Dynamics CRM E-mail Router Service.

    The Microsoft.Crm.Tools.EmailAgent.SystemState.xml file is re-created.


Nguồn: 
http://support.microsoft.com/kb/954522

hoặc
http://nerdsknowbest.blogspot.com/2013/01/configuring-crm-email-router-to-run.html

Thứ Năm, 31 tháng 10, 2013

Convert Account or Contact record back to Lead?

For the accounts, if you really want them back as leads, I would use the Export to Excel feature. Then save, the file in csv import and then use the CRM import tool to birng the records in as leads.


To change a lead to an account, user the qualify action on a lead record. You can the create an account and opportunity.
 

Thứ Tư, 30 tháng 10, 2013

Date Fields on Activities in Microsoft Dynamics CRM

Activity Type
Name on the Form/Behavior
Name in the Activity Pointer
Start Date
Due Date
Actual Start
Actual End
Last Updated
Date Created
Regarding
Appointment
Start Time
End Time
Actual Start
(Fills in with Created On and then can be changed)
Actual End

(Fills automatically on unless filled in)
Modified On
Created On
Regarding
Campaign Response
Scheduled Start
Follow-up By
Modified On
Created On
Customer
Email
Start Date
(Fills in with Due Date if available, but is typically not filled in)
Due Date
Modified On
Created On
Regarding
Fax
Start Date
(Fills in with Due Date and then can be changed)
Due
Modified On
Created On
Regarding
Letter
Due
Modified On
Created On
Regarding
Phone Call
Due
Modified On
Created On
Regarding
Task
Due
Modified On
Created On
Regarding
Nguồn: http://www.powerobjects.com/blog/2010/10/05/date-fields-on-activities-in-microsoft-dynamics-crm-2/