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  • The Opportunity radio buttons and Actual Revenue fields appear after clicking the Create Order button if the Quote's related Opportunity doesn't have any other Active or Draft Quotes related to it. You'll need to go through and Activate all Draft...

  • Yes, Jason. We are using the Opportunity, which takes Opportunity Products and converts them to a Quote. The screen shots that Nina has in this thread are the pop up window that appear when you click on the Create Order button that appears when...

  • Is this in fact related to an Opportunity? If it wasn't then that option wouldn't show. ------------------------------ Jason Lattimer Dynamics CRM MVP PowerObjects HCL Greenville WI ------------------------------

  • For Sales Estimating. We noticed today that our radio buttons disappeared on the create order form. Does anyone know what controls this? See image below/attached. ------------------------------ Nina Nuckols CRM Administrator Comfort Systems...

  • We have recently upgraded a CRM 2011 instance (this was upgraded from CRM 4.0) to CRM 2016 OnPrem. The following is the upgrade path we followed. We kept the current Dev and Live CRM instances intact, installed CRM 2013 on a new Windows Server 2012...

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  • UPDATE: I opened a ticket with Microsoft and this is a known issue their development team is currently working on. It only affects Android devices, iphones should work as expected. ------------------------------ Jay Schultz Programmer Analyst Edina...

  • Thank you again for your help – the solution you suggested works great. Please may I ask for advice on a further improvement to this? At present, the daysDifferentfield returns a value of approx. 17,000 if only one of the...

  • This should work on CRM 2015 (it needs to be updated for CRM OnLIne) -> https://duplicatedetectionrulerepublisher.codeplex.com/ CodePlex Duplicate Detection Rule Republisher CRM 2011 / CRM...

  • On the portal question, you are correct that the Microsoft Portals won't work for on-prem. Check out another portal solution that should work from The CRM Portal Connector. It's built on a CMS system and is pretty easy to configure a portal for CRM....

  • Hmmmm, interesting dilemma. Maybe you could have a workflow on the email entity that runs when the 'regarding' gets set, then test if the regarding object is a case, and if that case's customer contact is set. If not, update the regarding case contact...

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