After promoting an e-mail to CRM activity the following behaviour occurs: 1. The promoted e-mail is traced as an CRM activity in Outlook, is there an easy way to remove this trace? 2. The save and...

Hello, I've a problem with SFO : 1°) I've installed SFO on some client machines 2°) I've completely changed my organization structure in MS CRM (two new BUs and users affected to that new...

When I try to install the hotfix for CRM to work on XP SP2 it said "the data is invalid" and does not install. I am talking about the "CRM1.2-KB870635-Client" hotfix. I downloaded again from...

Modify the Security Role being used by the users who shouldn't be able to Assign records. You can do this by logging in as the Admin and opening the role through the Business Unit Settings. Look for...

Thank you, exactly what I was looking for. - Ron "Matt Parks" wrote:

I'm having a similar issue, but I've gotten the new lead source code/values into CRM. What I can't figure out is how to get the new choises into the lead source pull down. How did you do...

Keener, I think the problem is either (a) one of using existing data for your test, (b) one of timing, and/or (c) the way "defaults" work... But I do believe there is a solution. Defaults don't...

Is it necessary to have this field? We have several "Primary Contacts" Billing, Account, Manager etc...that make it complicated to connect one. What are some successful configurations you may have...

Carrie, This is a bit of kludge, but it may help you. Rather than sharing, if User A changes to the Owner to User B, then I think you'll get what you want. CRM has a feature that many have...

Is this supported? I see that 2.71a is required. I have a client who needs 2.8 installed for another app that shares the CRM server. From what I have read, I don't forsee any issues - but I would...

Where can I find that Redeployment Guide and the Redeployment Wizard? "Stefan Cink" <stefan.cink@netatwork.de> escribió en el mensaje news:uD1yMR1cFHA.3488@tk2msftngp13.phx.gbl...

microsoft.public.crm.developer Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 27 Jun 2005 11:51:03 -0700, Farina...

You must read the MSCRM Installation Guide first - you are completely wasting your time otherwise. Prerequisite No 1 is Active Directory in native mode. "Kme" <Kme@discussions.microsoft.com>...

When you do this, are you using the default Outlook commands of the CRM Task/CRM Appointment buttons? Matt Parks MVP - Microsoft...

Now the message is different: Microsoft CRM Platform Error Report: Error Description: Access is denied. Error Details: You do not have sufficient permissions or access rights to perform...

Unfortunately, this is "as designed" behaviour. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Mon, 27 Jun 2005 14:26:38 +0200,...

Eric, At this point, your looking at either reinstalling the app server (try using the same DB & OU structure, just connect to that with the install) or opening a upport ticket with MBS. Matt...

Also, this german company sells an extension through which it is possible to attach Sales literature to emails: http://www.awisto.de

hi Ken, The best way to use this is to put the graphics you want to use on an accessable share, remember if the E Mails are going to an external company / person the share sould be publically...

Problem is that sometimes I need to Forward emails I receive in my inbox to the CRM and everytime I will have a blank body??? That's really an issue for us, can someone from MS confirm this...