Tech Support > Microsoft Windows > Windows CRM
Cannot delete report
Posted on September 8th, 2005 | 0 Comments

Hi All, I have install the report manager sometime ago, it is working fine. Until recently we found that when i click the action menu, nothing is come out. I can't delete or rename the report. But...

Mapping Fields using Crystal Reports in VS.NET 03
Posted on September 7th, 2005 | 0 Comments

Hi, We're currently changing the location of the data source for a bunch of CR using VS.NET 03. For most stored procedures invoked by the reports, the change in data source goes without any change...

reinstall
Posted on September 7th, 2005 | 0 Comments

need to change fiscal year set up and delete all non essential data, do I need to reinstall or there is another possibility?

closed opportunities
Posted on September 7th, 2005 | 0 Comments

want to include closed opportunities in pipeline and forecast reports. any ideas? thanks

I Can't Mail Merge in Outlook Client :(
Posted on September 7th, 2005 | 1 Comments

which object type are you trying this on? Mail merge is only available leads/contacts/accounts (and then on quotes for printing a quote). also, the only check for the menu item is a 'create activity'...

Customize the Outlook Leads View
Posted on September 7th, 2005 | 2 Comments

Any customization that you do through Microsoft CRM customization tools (and publish) will be picked up by the Outlook client also when it is restarted... thx. hari prasad -- This posting is provided...

Evidence of users who deleted records in MSCRM
Posted on September 7th, 2005 | 2 Comments

Hi Matt, Thanks for your fast response. I kind of thought it would be hard to find this out. We have checked out the VAST 3rd party software but it is very expensive and our client may not want to...

set up quotas
Posted on September 7th, 2005 | 2 Comments

is this functionality include it in 3.0? "SAM" wrote:

Duplicate email for every single email sent from CRM
Posted on September 7th, 2005 | 1 Comments

I also experience the same problem - emails sent from Outlook to CRM are stored in duplicate as an activity within CRM. There is also no time or date stamp attached to the email communication in...

Error regrading email from one MS CRM system to another MS CRM sys
Posted on September 7th, 2005 | 0 Comments

We recently installed MS CRM at a customer site. Once we installed the e-mail router for Exchange we started noticing an odd error when sending CRM emails from our system to their system. Has...

Urgent - Changing the User Name Order
Posted on September 7th, 2005 | 3 Comments

Hi Peter, Many thanks for the help, I when into the Enterprise manager and did an edit under the SystemUserBase on the Fullname field, and renamed them their manually. But thanks for the script, i...

Integrate 3rd Party Financial Application
Posted on September 7th, 2005 | 1 Comments

Hi There is no out of the box solution. If you got programming skills you might be able to do it yourself. What the leading program would be is up to the programmer. Microsoft knows where their ...

Post Callout
Posted on September 7th, 2005 | 1 Comments

Simon, As soon as you got the post callout working (use the Microsoft demo), what i would do is create a Contract as a different person. It is possible to imperonate as someone who has the...

How to Sync CRM - Outlook
Posted on September 7th, 2005 | 2 Comments

Wrong newsgroup. Try Axapta newsgroup(s)... "AEN" <AEN@discussions.microsoft.com> wrote in message news:CA448609-164C-4C26-A91A-2A0FE191A3BC@microsoft.com...

how to allow certain user to convert a lead to account
Posted on September 7th, 2005 | 0 Comments

Hi, I want to allow certain user able to convert a lead/opportunity to account, how can I do it?

Reports i CRM 1.2 - adding and removing
Posted on September 7th, 2005 | 2 Comments

You can download Report Manager for CRM from the MBS website. It installs on your CRM server and allows you to delete and rename reports in CRM. You can save custom reports from Crystal into CRM by...

release of version 3
Posted on September 7th, 2005 | 2 Comments

There's a recent post on my blog with details about CRM 3.0 -- Matt Wittemann http://icu-mscrm.blogspot.com "JenniferW" wrote:

Conditional Formatting in Workflow E-mail
Posted on September 7th, 2005 | 4 Comments

Breaking the conditions out in the workflow rules works but is very cumbersome to maintain (over 100 rules for this one condition). Thank goodness they have a low turn over rate! Thanks again for...

Unable to edit user settings
Posted on September 7th, 2005 | 3 Comments

Thanks for the responses... I did recieve this error on installation: "Setup was unable to add the specified license key to your Microsoft CRM deployment: s. When you complete Setup, manually add the...

Retrieving Current User Information from JScript (OnChange)
Posted on September 7th, 2005 | 0 Comments

I am adding functionality to one of my client's OnChange scripts to append the Current User Name into a memo field with date and action information. I scoured the web but can not find a way to...