Dynamics CRM 2015
- Select a recipient or a regarding record that can be associated to an email template. For example, you can't select a queue. ...
- Select a rollup field where the metric rollup data will be displayed in the goal. The options are an integer or money, depending ...
- Select a shipping method for deliveries sent to the account's address to designate the preferred carrier or other delivery ...
- Select a subject if you want to associate this product with a subject. Subjects let you categorize your products and can ...
- Select an Active Directory organizational unit (OU) to contain the Microsoft Dynamics CRM System Groups. This OU must be ...
- Select check boxes in the table to specify in which record types this role should be available, and to which record types ...
- Select entities that you want to be enabled as external parties. The records of these entities can have access to CRM data ...
- Select fields to specify a record association for the {0} entity with the following entities that are enabled for external ...
- Select fields to specify a record association for the {0} parent entity with the following entities that are enabled for ...
- Select how Microsoft Dynamics CRM displays number, currency, time, and date formats. Select a format or click Customize to ...
- Select how soon the success criteria must be met before warning actions are initiated. The actual duration is based on the ...
- Select how soon the success criteria must be met until the SLA item is considered failed and failure actions are initiated. ...
- Select how you want your email processed. If you select server-side synchronization, but are currently using the Microsoft ...
- Select identity provider that will authenticate these users. If the identity provider you want is not available, you will ...
- Select the account or contact associated to the opportunity, such as a strategic partner, third-party vendor, or key decision ...
- Select the attributes from the Available Attributes list that you would like displayed on the form. Set the order in which ...
- Select the base currency for this organization. The base currency is used for financial data, such as reporting, profit and ...
- Select the business unit to which you would like to assign this team. Moving a team to a different business unit removes ...
- Select the case that the other cases will be merged into. Review the cases and corresponding customers before you merge the ...
- Select the contact's gender to make sure the contact is addressed correctly in sales calls, email, and marketing campaigns. ...
- Select the Currency Precision from the drop-down list. Currency precision determines the number of decimals to display after ...
- Select the current stage of the service process for the case to assist service team members when they review or transfer ...
- Select the customer account or contact to provide a quick link to additional customer details, such as account information, ...
- Select the customer account or contact to provide a quick link to additional customer details, such as address, phone number, ...
- Select the customer account or contact to which the contract should be billed to provide a quick link to address and other ...
- Select the customers, service, and resources for this activity. Select the date, time, and duration, and click Find Available ...
- Select the entities that will be included in the Relevance Search results. The number in parentheses indicates the number ...
- Select the field and data delimiters. If there is more than one file, these delimiters will be applied to all files that ...
- Select the field that specifies the date and time from which the SLA items will be calculated for the case record. For example, ...
- Select the field that specifies the date and time from which the SLA items will be calculated. For example, if you select ...
- Select the field that will be used to detect and avoid creating duplicate external party records. When an external party ...
- Select the fields that are required by any external, non-event scripts. Fields in the Dependent Fields list will not be removable ...
- Select the fields that are required by the current event script. Fields in the Dependent Fields list will not be removable ...
- Select the fields that are required by the IFRAME. Fields in the Dependent Fields list will not be removable from the form. ...
- Select the following features if you want their system settings to be applied when the solution is imported. Note that the ...
- Select the lead from which this opportunity originated. Once the record is saved, the originating lead cannot be changed. ...
- Select the level of service that should be provided for the contract based on your company's definition of bronze, silver, ...
- Select the Microsoft Dynamics CRM record type and map each source field to a target Microsoft Dynamics CRM field. We suggest ...
- Select the on hold case status values. SLA calculation will be paused when the case is set to any status selected here. On ...
- Select the opportunity that is associated with this invoice. The opportunity record you select will be linked to the invoice ...
- Select the opportunity that is associated with this order. The opportunity record you select will be linked to the order ...
- Select the opportunity that is associated with this quote. The opportunity record you select will be linked to the quote ...
- Select the Parature instance to connect to and provide connection details. The Parature instance must be in the same Office ...
- Select the parent account or parent contact for the contact to provide a quick link to additional details, such as financial ...
- Select the pattern type for the recurring appointment to indicate whether the appointment occurs daily, weekly, monthly, ...
- Select the primary industry in which the lead's business is focused, for use in marketing segmentation and demographic analysis. ...
- Select the records you want to apply the default email settings to. The default settings are defined in the Email tab of ...
- Select the SQL collation for this organization. The collation defines comparison and sort-ordering for items. After the collation ...
- Select the tab and section for this field to appear under. If a tab does not contain sections, it will not appear in the ...
- Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at ...
- Select the type of members that this marketing list will contain: accounts, contacts, or leads. Each list can have only one ...
- Select the user or team to assign all the records owned by the current user or team. If you select to reassign records to ...
- Select the users or teams with whom you want to share the {0} {1} record you have selected. Then, use the check boxes on ...
- Select the users or teams with whom you want to share the {0} {1} records you have selected. Then, use the check boxes on ...
- Select whether inactive accounts, contacts, or leads should be excluded from the campaign activity distribution when the ...
- Select whether the account allows bulk email sent through campaigns. If Do Not Allow is selected, the account can be added ...
- Select whether the account allows bulk postal mail sent through marketing campaigns or quick campaigns. If Do Not Allow is ...
- Select whether the account allows direct mail. If Do Not Allow is selected, the account will be excluded from letter activities ...
- Select whether the account allows faxes. If Do Not Allow is selected, the account will be excluded from fax activities distributed ...
- Select whether the account allows phone calls. If Do Not Allow is selected, the account will be excluded from phone call ...
- Select whether the appointment is an all-day event to make sure that the required resources are scheduled for the full day. ...
- Select whether the contact accepts bulk email sent through marketing campaigns or quick campaigns. If Do Not Allow is selected, ...
- Select whether the contact accepts bulk postal mail sent through marketing campaigns or quick campaigns. If Do Not Allow ...
- Select whether the contact accepts marketing materials, such as brochures or catalogs. Contacts that opt out can be excluded ...
- Select whether the contact accepts phone calls. If Do Not Allow is selected, the contact will be excluded from any phone ...
- Select whether the contact allows direct email sent from Microsoft Dynamics CRM. If Do Not Allow is selected, Microsoft Dynamics ...
- Select whether the contact allows direct mail. If Do Not Allow is selected, the contact will be excluded from letter activities ...
- Select whether the contact allows faxes. If Do Not Allow is selected, the contact will be excluded from any fax activities ...
- Select whether the contact exists in a separate accounting or other system, such as Microsoft Dynamics GP or another ERP ...
- Select whether the credit for the account is on hold. This is a useful reference while addressing the invoice and accounting ...
- Select whether the discounts entered on contract lines for this contract should be entered as a percentage or a fixed dollar ...
- Select whether the estimated revenue for the opportunity is calculated automatically based on the products entered or entered ...
- Select whether the first row of the import file contains column headings, which are used for data mapping during the import ...
- Select whether the invoice product should be shipped to the specified address or held until the customer calls with further ...
- Select whether the lead accepts bulk email sent through marketing campaigns or quick campaigns. If Do Not Allow is selected, ...