if you open an opportunity then click on activities you should see a tab on the right called sales process..if this showing any sales process? -- John O'Donnell Microsoft CRM...

Hi Simon, When you customise Microsoft CRM v.1.2 you have to be very careful planning to use the right CRM field types. The following list may help you: CRM Type length Data type ...

After a rule (sales process)has been assigned to an opportunity, it's any way to change this rule or process?

Peter Thanks for your help. I tweaked the security settings to use the Administrator account during the install process. I know this is not really how it should be done, but it installed. Thanks...

Hi Curt, I have the same problem. Do you mean in your post that the MSXML must not be the same on both the CRM and Exchange servers ? If not, what version od XML should the Exchange server have ?...

When anybody tries to save an Activity, we get a timeout error. This worked fine until a couple of days ago and I do not think anything has changed. i can create an account just fine. Anybody...

If you mean managing event attendance, such as conferences, it depends on your requirements. You may need an ISV add-on product that extends MSCRM to handle this. There are several available,...

Oh, I see! "JB" <this.is.me@somewhere.else> wrote in message news:te5vd1pnejjrh1f1gl9aerj6gjh8lv5mcf@4ax.com...

Thnx. You really helped me. I have another question. Maybe you can help me also with this one or someone else. Why is it not possible to delete a team. I want to know this, cause i made a mistake....

Did you try to allow all extensions? If you do, please try to setup the TCP port to 80, if you setup the SSL port, you need to use the port number and https:// For example, you use the SSL port...

When I try to Go Offline in SFO, this error appears: "The specified domain either does not exist or could not be contacted" Already applied the Windows 2003 hotfix - KB 834859 to both the...

On Tue, 19 Jul 2005 06:01:12 -0700, CEO <ceo_uk@msn.com> wrote: Why do you want to do this? The formatting can provide information to the end user, for example by highlighting area codes or...

Since these can't be customized, need to either add these columns to standard or let this view to be customized through system customizations. This is crucial since when working with products and...

"Marco Corda" <mcorda@galileoinformatica.it> ha scritto nel messaggio news:%238fPGEQjFHA.2484@TK2MSFTNGP15.phx.gbl... Si anche per me è lo stesso!!! :( poche righe..., ho dovuto cercare in vari...

not stupid but never heard of such a thing...you can use tapi to monitor a phone line but this needs some custom software and of course the market is very limited therefore no reason to create...

Since you are not using sharepoint, dont worry about restoring information. Just reinstall Sharepoint. Installing on a different port is easily done while installing. You will not need 'hacks' to get...

Hi There A particular user has one role - "Salesperson". I went into the saleperson role, to core records. The Salesperson role has "User" delete privelege for accounts and contacts. I change the...

Rob: Just wanted to thank you for posting your experience with the Redeployment Tool and the issue of having to have the same hotfixes, etc. on the new system. I'm sure this saved me a lot of time...

Donnie, Create a manual workflow rule that does one action: Insert a Note. Then, select all contacts you want to apply the note to, Then, select Apply Rule from the Actions menu, and select your...

Currently my company has a CRM set up using just Outlook. We are in the process of implementing MSCRM. As we are doing this one of the largest problems we have come across is getting all of the ntoes...