Tech Support > Microsoft Windows > Windows CRM
email template
Posted on September 2nd, 2005 | 6 Comments

In my experience with "slugs", it is not possible to get picklist textual values as seen in the user interface. I have tried everything! -- Peter Lynch "MattNC" <MattNC@discussions.microsoft.com>...

Form customization
Posted on September 2nd, 2005 | 1 Comments

You have to restart the IIS. In ASP.net the whole applicatoin is cached and runs in a tempory asp.net-application directory. So you have to run "iisreset" to let the changes appear. "Paras"...

CRM Lead -->Accounts
Posted on September 2nd, 2005 | 1 Comments

the logic is that all the data stays with the lead. for example if you convert to an opportunity you will see a field called originating lead. This allows you to open the lead the opportunity was...

Case Time Report
Posted on September 2nd, 2005 | 0 Comments

Does any one know about a report to list the amount of Billable time on a case which will equate to the time given when the case is resolved?

VB.NET 2003 and Crystal Reports 9.2.3
Posted on September 2nd, 2005 | 0 Comments

When I add a report designed under Crystal Reports 9.2.3 into my VB.NET project I get the error message "Cannot find custom tool 'CrystalDecisions.VSDesigner.CodeGen.ReportCodeGenerator' on...

Enable Mail Merge in CRM Outlook Client
Posted on September 2nd, 2005 | 0 Comments

Does anybody know how enable the Mail Merge function for CRM Outlook Client? After clicking CRM Contact in the CRM Outlook Client, the Mail Merge function should be found under Actions. However,...

Messages sent from the SFO client show in the Sent Item folder
Posted on September 1st, 2005 | 0 Comments

When Messages are sent from the 1.2 SFO client, they do not show up in the users Sent Items folder. Sales people loook here for what they have recently sent. I know they can look into other...

Mail merging
Posted on September 1st, 2005 | 1 Comments

any field you add to Microsoft CRM is consifered to be a custom field no matter where it is used. Mail merging in outlook allows you to bring in all records. Give it a go and report back your...

Skipping Sales Stage
Posted on September 1st, 2005 | 2 Comments

Shashi, thanks for the reply. I will give this a try. thanks again Pat "Shashi" wrote:

Feature Requirements
Posted on September 1st, 2005 | 12 Comments

A way to updaterprice lists - multiple price lists for over 1000 products. We have 4 price lists and over 1200 products and our price lists change every quarter. Far to much work to do...

Data Migration - Errors
Posted on September 1st, 2005 | 0 Comments

Hello, I'm using the Data Migration Framework 1.2 to migrate Account, Contact & SalesOrder to CRM. The migrationcode for these 3 tables in cdf_entitymigrationinfo have been set to 1. CDF...

Sales Order Printing with SQL Reports or Crystal
Posted on September 1st, 2005 | 2 Comments

Hi Matt, Thanks SO MUCH for your assistance on this. I think this is beyond my skills but I have a technical person who has been working with me on this, his name is Arvind, and if it is ok with...

CRM and MSFT Project
Posted on September 1st, 2005 | 2 Comments

Thank you Ronald...I will pass that on to our systems admin person. -b "Ronald Lemmen" wrote:

sub-accounts
Posted on September 1st, 2005 | 2 Comments

Not saying this is 'how they are supposed to be used' but we have a client who stores the head office as the main account and all the dependant branchs as the sub-accounts. They are related through...

Integrating Great Plains 8.0 and CRM 1.2 and Windows Small Busines
Posted on September 1st, 2005 | 0 Comments

Integrating Great Plains 8.0 and CRM 1.2 I run a Windows Small Business Server 2003 Premium box along with a Windows Server 2003 Standard box used for my Great Plains 8.0 and SQL 2000....

Adding ore licenses to MSCRM 1.2
Posted on September 1st, 2005 | 1 Comments

Hi, You can use the deployment manager to do this. The deployment manager contains a license manager where you can add and edit licenses. Rob Bakkers, Avanade Netherlands "Raju" wrote:

MS CRM 1.2 Sales for Oulook Problem
Posted on September 1st, 2005 | 4 Comments

Hi! Clear Template Cache TL "Saku" wrote:

The Microsoft CRM ITK - help!
Posted on September 1st, 2005 | 0 Comments

I was at the Learning center at partner.microsoft.pt, and when i subscrive the Tutorial "Microsoft CRM - Business Needs and Process Analysis - The Microsoft CRM ITK" it says to download the ITK, but...

RSS newsreader
Posted on September 1st, 2005 | 0 Comments

It'd be great to collate personalised news feeds to my home page. -- Mike Bristol, UK CRM user ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions...

Updating MSCRM 1.2 to 3.0 Beta and then to 3.0
Posted on September 1st, 2005 | 0 Comments

Hi there. We like to upgrade from 1.2 to 3.0 beta and work with the beta. Is it possible to update from the 3.0 beta to the 3.0 final release. Or have we to downgrade to version 1.2 again and then...