Tech Support > Microsoft Windows > Windows CRM
Background colors of rows/columns in View
Posted on July 8th, 2008 | 1 Comments

Hi Thomas! I know it's been a while, but did you figure out how to color the rows in a view? That would be VERY nice! Thanks! -- Jenny :)

SQL report as dashboard to filter for Current user cannot user CRMAF_
Posted on July 8th, 2008 | 0 Comments

First off I cannot use the default filters because the report is being generated for a dashboard and not a CRM Report, however it is being created via an SRS Report. I simply need a way to filter...

CRM 4.0 queue issue
Posted on July 8th, 2008 | 1 Comments

Problem solved. Turns out there was an extra rule on the account. The proper rule forwarded everything to the exchange router (crmexchange@domain.com). There was an additional rule that forwarded...

SQL report as dashboard to filter for Current user cannot user CRMAF_
Posted on July 8th, 2008 | 0 Comments

First off I cannot use the default filters because the report is being generated for a dashboard and not a CRM Report, however it is being created via an SRS Report. I simply need a way to filter...

SQL report as dashboard to filter for Current user cannot user CRMAF_
Posted on July 8th, 2008 | 0 Comments

First off I cannot use the default filters because the report is being generated for a dashboard and not a CRM Report, however it is being created via an SRS Report. I simply need a way to filter...

MOSS Business Data Catalog
Posted on July 8th, 2008 | 0 Comments

Is there a way to make the data in CRM 4.0 searchable using the MOSS Search functionality? Does the Business Data Catalog include CRM 4.0 data for which a MOSS Crawl can be set up?

Total Amount field on Quote and Order
Posted on July 8th, 2008 | 0 Comments

Hello, We are not using the product catalog but want to use the Total Amount field on the quote and sales order. This field only seems to work wwhen the product catalog is used. We even created a...

Delete Service record
Posted on July 8th, 2008 | 5 Comments

Fortis, Only problem with this is that we're not talking about service activities. We're discussing the configuration of the services themselves. (Ohio State) Buckeye, Feel free to follow this...

Duplicate Detection Reports
Posted on July 8th, 2008 | 1 Comments

Chris, Your best recourse here is probably to launch duplicate detection from an Advanced Find Query. Alternatively, you can launch it from the 'Active Contacts' view. Both options are displayed...

Outlook CRM 4.0 and Service Calendar
Posted on July 8th, 2008 | 3 Comments

Well... There's a couple thing that could have happened. It's most likely that your security role in CRM might not have 'read' access to the Service Calendar. In this case, your option is to...

Trying to find CRM Training - Aaaaargh!
Posted on July 8th, 2008 | 0 Comments

Hi; I'm trying to find links to training and training material for CRM 4.0 on the partnersource website. I've found links to the exams, but when you go to "Try a practice exam" you are directed to...

Creating a sandbox CRM site using real data
Posted on July 8th, 2008 | 0 Comments

We've added a new organisation to our multi-tenancy installation of CRM 4.0 for testing purposes. I'd like to populate it with all the records from our "live" installation, to give me a sandbox. ...

CRM 4.0 on SBS
Posted on July 8th, 2008 | 3 Comments

Sorry, you are right, i did mean Premium not Pro! Premium comes with SQL 2005 workgroup edition, but there is no limit of 5 uers, on of our clients have CRM on a SBS R2 Premium server with 15...

Primary Contact does not appear as Contact
Posted on July 8th, 2008 | 0 Comments

When we add a Primary Contact to an account, the contact does not show in the "Contacts" entity for that account. Naturally, the contact's "Parent Account" remains empty as well. Is this normal? It...

Moving CRM 3.0 from one server & domain to another server & domain
Posted on July 8th, 2008 | 3 Comments

You will need to uninstall CRM 3 from the target server, run the redeployment tools then reinstall it. Unistalling and reinstalling CRM server shound not cause any issues. As far as I know, this is...

Organiser field in Appointment
Posted on July 8th, 2008 | 3 Comments

In my database there is no 7 but there are organizers. Do you know the location of the metadata for this ID? "Sam" wrote:

Adding text to a form
Posted on July 8th, 2008 | 1 Comments

I had the same problem - I ended up creating a section to use that as my static text. You would think there would be a better solution that that, but I could not find any. "stella7113" wrote:

Workflow Rule OK but no email sent
Posted on July 8th, 2008 | 1 Comments

Are you using CRM 4.0? We have had this problem sporadically on 4.0. Microsoft admits it is a problem, but told me they have no fix for it at this time. Their only solution for us was to restart...

Excel to Email
Posted on July 8th, 2008 | 4 Comments

Hi Rob Thanks so much for your help. I did not expect it to be this easy. So, all I do is create the report using the report wizard, click on Reporting Services and add a subcription. I will testing...

lost remote access after running IFD tool
Posted on July 8th, 2008 | 0 Comments

after having some issues with remote outlook client we ran the IFD tool on our crm 4.0 server (running on SBS2003). After running this we can no longer login remotely, we just a get page cannot be...