Tech Support > Microsoft Windows > Windows CRM
Entity Status is "Existing"
Posted on August 31st, 2005 | 0 Comments

Hello there! In every form in CRM 1.2, at the lower left corner appears the Status, which usually is "Active", "Closed", "Resolved" etc. In our application, all entities have the status "Existing"...

External Error the selected object could not be found
Posted on August 31st, 2005 | 0 Comments

Hi there, After a reboot of our CRM server users are now experiencing the following error message "External Error the selected object could not be found. Verify that the object exists in both the...

Exporting Data
Posted on August 30th, 2005 | 4 Comments

Ok So this was my solution It's a small func I wrote it in pseudo code but you can use it for any langauge it's fairly easy to use ObjectCollection <- getAllNotes(ObjectName, ObjID) Col <- new...

Installation of CRM Software
Posted on August 30th, 2005 | 1 Comments

I would strongly recommend you get someone with CRM expertise to help out, unless you have some in-house people who are familiar with SQL and Active Directory. You will want to be familiar with the...

Promoting Emails to CRM
Posted on August 30th, 2005 | 0 Comments

I just wanted to know if any one else has had any problems with users not being able to promote emails to CRM, Or Creating Contacts. Both actions are resulting in Scripting Errors, Although the...

Incident/Case Resolutions Report
Posted on August 30th, 2005 | 3 Comments

I have the same issue. I have accessed my CRM CD's but I can not find the Report you mentioned. I have installed Crystal Reports and the enhancement tools from disk 4. What am i missing? -- You...

Upgrade to CRM 3.0 Small Business Edition?
Posted on August 30th, 2005 | 2 Comments

John, Thank you for your reply. We will wait for the new version of CRM. Donna "John O'Donnell" wrote:

How to connect to CRM contacts when using Mail Merge
Posted on August 30th, 2005 | 2 Comments

You can do some minor merging through Outlook if you install "Microsoft CRM for Outlook" That's been helpful. Without it CRM only lets you merge to email. "kkemp" wrote:

Word merge account fields
Posted on August 30th, 2005 | 0 Comments

I recently added and manipulated some vanilla Contact fields to populate a contact letter. In trying the same from an Account I am not getting hardly any Account fields. What's going on?

Group Customers by Product
Posted on August 30th, 2005 | 2 Comments

Matt, Thanks, I tried the custom view idea earlier but missed the "Does Not Contain Data" part so thanks so much. It works great!! Bebandit "MattNC" wrote:

Exporting Account & Contact
Posted on August 30th, 2005 | 3 Comments

To add to what Ronald has stated, you also asked if it was possible to delete leads after importing contact/account. That's not quite how it works, but it will appear that way to users. If you...

Initiate Phone Calls from CRM
Posted on August 30th, 2005 | 2 Comments

On Fri, 19 Aug 2005 09:22:32 +0100, "Roger" <roger_id@hotmail.com> wrote: Try http://www.qubic.uk.com/productsservices/qubicproducts/cti4crm It's normally aimed at PABX systems but in principle...

MS CRM 3.0 Beta Program
Posted on August 30th, 2005 | 1 Comments

The Beta is supposed to be available to Microsoft partners towards the end of September as a download or an orderable CD. You'll need to be a partner to get it, I believe. -- Matt...

Converting Lead into Opportunity Programatically
Posted on August 30th, 2005 | 1 Comments

You will have to create the corresponding Account, Contact and Opportunity using the SDK's .Create methods and copying in the relevant fields, as I'm fairly sure this is how the CRM UI does...

CRM installation on SBS2003 or W2K3 server?
Posted on August 30th, 2005 | 7 Comments

You've got it now. Yes, from what you've told me, I would suggest that you consider installing CRM to the SBS and SQL on the WTS. SQL can handle many databases, so you can install your accountacy...

2 crm installations
Posted on August 30th, 2005 | 4 Comments

Using Virtual Server is the only way to get this to work. (I think the fundamental architecture problem is that both versions use services of the same name) "mv" wrote:

Dropdown and Popup Menus cut off through web interface.
Posted on August 30th, 2005 | 1 Comments

The most likely reason is yuor home computer has the display set to a greater dpi than the default 96dpi. There are 2 solutions: 1. Change your display to 96dpi - Control Panel, Display, Settings,...

access rights error when applying manual workflow rule
Posted on August 30th, 2005 | 2 Comments

Hi, Same problem with my installation. Anyone have any suggestions? -- Bengt Fredh Metier Scandinavia AS Norway "Jess" wrote:

Be able to schedule recurring appointments
Posted on August 30th, 2005 | 0 Comments

Sorry if already suggested - I couldn't find it. -- Mike Bristol, UK CRM user ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes....

Exchange connector
Posted on August 30th, 2005 | 4 Comments

Thanks for replying. Problem was due to the fact that the Webservice for hosting the exchange connector should have a dedicated IP-number or Port-number assigned to it. The all-unassigned IP number...