Tech Support > Microsoft Windows > Windows CRM
CRM Certification
Posted on September 6th, 2005 | 1 Comments

this should help http://www.vue.com/mbs/ there ared certifications on crm 1.2 and of course v3 when it comes out "Brandon" <bsmith@presentationsdirect.nospam.com> wrote in...

Synchronizing SFO
Posted on September 6th, 2005 | 2 Comments

the next release of crm (3.0) will have a more robust sync engine, and you should be able to accomplish this. Dave "Chris" <anika.chugh@gmail.com> wrote in...

Windows not openning on newly created leads
Posted on September 6th, 2005 | 0 Comments

We seems to have a problem with our CRM system where someone tries to 'Convert a Lead'; and clicks the 'Open newly created record(s)' checkbox. The system will convert the lead and create all the...

Updating to version 3.0 beta
Posted on September 6th, 2005 | 3 Comments

You'r both rigth. It would not be a good idea to run a beta version in a productive environment. So i have to be patient till the final version is released. Thanks a lot "Matt Parks" wrote:

CRM release date
Posted on September 6th, 2005 | 5 Comments

Hi there, would you please tell me when the CRM v 1.2 was lunched in Egypt, and USA as well? -- Regards, Marwa "marwa" wrote:

External site and authentication
Posted on September 6th, 2005 | 3 Comments

Hi Matt - I've been scouring the web for any/all resources that will guide me in setting up my clients installation of CRM to external users via the web and this has been the closet I've come. My...

Phone call not filtering through to accounts
Posted on September 6th, 2005 | 2 Comments

v3.0 will offer a view that will show this. Till then, if it is critical for you, c360 has an addon that will help. -- Matt Parks MVP - Microsoft CRM "MattNC" <MattNC@discussions.microsoft.com>...

MSCRM upgrade 1.2 to 3.0 Error
Posted on September 6th, 2005 | 3 Comments

You can get the contact info from Betaplace. This has the info you need on setting your login password etc for that secured group. -- Matt Parks MVP - Microsoft CRM "Alper Can"...

Full test search on Notes attachments
Posted on September 5th, 2005 | 0 Comments

I've got a client who wants to use MS CRM to store Contacts CV's as word documents attached to notes in CM Contact Records. No problem with that but then of course you need to be able to search for...

Saving your place in CRM
Posted on September 5th, 2005 | 3 Comments

If your leads are sorted alphabetically by first name, and the view only includes open leads, then she should always be calling the first lead on the first page. If she disqualifies the lead, it will...

Sending Letters from Opportunities
Posted on September 5th, 2005 | 3 Comments

We provide an Add-On called "WordMailMerge for MS CRM" which gives you the possibility to generate letters directly out of the MSCRM WebClient. You are able to define for each...

special charaters in username should be validated
Posted on September 5th, 2005 | 0 Comments

hi There is no field validation for the special characters when creating new users in Microsoft CRM. When creating new user,even though we give apostrophe in the last name or first name of user...

undefined variable in form
Posted on September 5th, 2005 | 2 Comments

Hi Matt, I've made some changes to the form, but the Quantity field can't be removed. It is still on the form. "Matt Parks" wrote:

Datamigration and SFO
Posted on September 5th, 2005 | 1 Comments

What I ALSO ment to say is that the (sfo) synchronization process is not making it to the subscriptions on the server, so it seems as though the data migration may have been the cause as it has...

how to configure MS CRM for a services oriented enterprise
Posted on September 4th, 2005 | 0 Comments

Hi, I am trying to figure out what is the best way to configure and implement MS CRM for my business. I am working for a small company. We are dealers for Telecom Operators. That means that we sale...

Multiselect
Posted on September 3rd, 2005 | 3 Comments

Negative. There is no multi-select picklist for MSCRM 3.0. One was developed but did not make the cut. Possibly look for it in the first hotfix or service pack. "Alper Can" wrote:

Change installation user after install?
Posted on September 3rd, 2005 | 1 Comments

Hi; I am not sure about the first problem but have idea abuot the second one. In order to open deployment manager user shoul hav esystem admin security role in crm and also administrative rights on...

Customization to a Contact Form Does NOT Stick
Posted on September 3rd, 2005 | 8 Comments

Thanks Gary "Matt Parks" wrote:

What is the SalesStage in the lower right hand corner of Opportuni
Posted on September 2nd, 2005 | 4 Comments

I created a new opportunity, it displayed "Sales Stage: None". There isn't any sales stage configured in workflow manager. "John O'Donnell" wrote:

Add more status values for cases?
Posted on September 2nd, 2005 | 5 Comments

You might want to consider creating alternate Views that filter base on the status reason. That would at lest remove them from the views if that's what you want. Matt Parks MVP - Microsoft...