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One of the standard features that comes with Dynamics CRM is to convert Appointment to Opportunity. You can simply Convert To click Convert To button and select Opportunity, which results in below pop-up window By default, the results after converting Appointment to Opportunity are: The Required attendee field is mapped to Customer field on Opportunity The opportunity is set as Regarding object on Appointment The appointment status...

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We recently have encountered several instances where attempts to upgrade a CRM 2015 organization to CRM 2016 through the import organization function will hang (waits 60 minutes) and then eventually crash with the following error: “The timeout period elapsed prior to completion of the operation or the server is not responding.  The wait operation timed out”. Cause: The problem occurs for any CRM 2015 organization that has...

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Recently we experienced an interesting issue while trying to configure Internet-facing deployment using the Configure Internet-Facing Deployment Wizard on CRM Deployment Manager. After entering the domains for the specified Microsoft Dynamics CRM Server roles, we were on the page where we had to type the external domain but the Next button was disabled so we could not proceed on. Cause: After running the SQL Profiler traces, we were able to...

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The way people buy has fundamentally changed.  Today’s customer is smarter.  They are connected via their mobile device and their social network.  They are more self-sufficient than ever before.  Your sales strategy and execution must adapt to keep up. Marketers need to have the ability to develop and deliver great content across multiple channels. Marketing needs to challenge the way customers think to educate and solve...

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As Microsoft Dynamics CRM 2011 reaches its end of life, July 12th, 2016 will be the last day of mainstream support by Microsoft. If you are a Dynamics CRM 2011 user, it should be business as usual, except for you will no longer receive the same complimentary support and product enhancements of a more updated version of CRM. In light of this, below is a quick overview in...

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