Tech Support > Microsoft Windows > Windows CRM
Custom reports
Posted on June 15th, 2005 | 4 Comments

On Mon, 13 Jun 2005 06:47:05 -0700, "Mikkhail" <Mikkhail@discussions.microsoft.com> wrote: I can't remember the address off hand but before you look for it bear in mind that you will want version...

Script error when tyring to create new crm contact with outlook
Posted on June 15th, 2005 | 1 Comments

I just found that Windows XP client that has SP1 gives bit more information from problem. FileNotFoundExeption: File C:\Program Files\Microsoft CRM\Client\res\web\_xslfiles\1_QuickCreate.xsl not...

CTI Help
Posted on June 15th, 2005 | 0 Comments

Hi everyone, I need to have some component so when a customer dial a number, the agent (working on MSCRM) will have, on a pop up menu, the information of this customer. I know some companies sell...

Training Material
Posted on June 15th, 2005 | 3 Comments

You cna contact MBS and purchase the training manuals you would get if you went to a Microsoft CRM instructor led course. These should give you all the detail you need however they are not free....

Changing CRM Server IP Address
Posted on June 15th, 2005 | 4 Comments

Dave, Thanks for the response - had already done what you suggested Cheers Robin "Dave Carr (dave- no spam-@vscrm.com" wrote:

Viewing Users in List View
Posted on June 15th, 2005 | 1 Comments

Use the Advanced Find tool to search on Activities. You can search on activities by type, by who they are assigned to, whether they are open or closed, etc. You will probably want to modify the...

Can you Import Contacts into Accounts Via UI?
Posted on June 15th, 2005 | 1 Comments

Add a column to your Excel spreadsheet called Parent Account and put the account name in the cells under that column for each of the contacts. Then you can import the contacts into CRM and map the...

Exchange version 2k / 2k3 and the mail router...
Posted on June 15th, 2005 | 0 Comments

Hi folks - wonder if someone could point me to some deffinitive information on this please? In the taining material for MS CRM 1.2 it states that if you install MS CRM on Windows 2000 then you need...

Need Gift receipt as a option on POS screen
Posted on June 14th, 2005 | 0 Comments

As I understand it, the gift receipt replace the current receeipt. It need to be a option under the function keys, that will allow you to print the original receipt for the customer, then print a...

Convert Opportunity to Account
Posted on June 14th, 2005 | 3 Comments

Hi , I've just checked my opportunity , and there is no function to convert to an account - One of the business required feilds on an opportunity is potential cusotmer, which is either account or...

Microsoft CRM
Posted on June 14th, 2005 | 4 Comments

I think I have found the problem or corrected it for now, as I don't know what, and where the problem came from. In IIS there is an area to allow anonymous access; this was check to allow it. I...

MS CRM integration with Sage / Quickbooks ?
Posted on June 14th, 2005 | 2 Comments

On Tue, 14 Jun 2005 18:22:05 +0100, Julian Sharp <news@nospam.sharpuk.f9.co.uk> wrote: Julian Sharp Vigence for MS CRM in the UK See my MSCRM blog http://spaces.msn.com/members/mscrm

Replied CRM emails not appearing in CRM
Posted on June 14th, 2005 | 0 Comments

When I send an email through CRM and a Lead replies the email doesn't appear as an activity in the Leads history. I am using CRM Sales for Outlook. Is this a syncronization issue? Or can CRM relate...

Urgent please CrmSecurityService
Posted on June 14th, 2005 | 7 Comments

Hi Carlos! I had a similar problem, I disjoin the server from my domain and then rejoin it again, but the crmsecurityservice did not start, when I tried after the server restarted, the error was the...

Primary Contacts for Leads
Posted on June 14th, 2005 | 2 Comments

Hate to disagree Sean, but CRM 1.2 definitely can associate a contact with a lead. (Actually, it's more like associating a lead with a contact, but...) When you convert a lead, there is a field...

sub-account
Posted on June 14th, 2005 | 2 Comments

Darryl, You'll need to set up (at least) 3 business units. The top level one is already set up, that should be where the main account is owned. Put people in that BU that can see everything...

Import Outlook Calendar
Posted on June 14th, 2005 | 1 Comments

If you install the CRM Sales For Outlook (SFO) add-on, then you can make appointments in the Outlook client using the CRM Appointment button on the CRM SFO toolbar and the appointment will show up on...

Moving CRM from one server to another error at step 5
Posted on June 14th, 2005 | 0 Comments

I've only got one server on the network. I wanted to reinstall it from scratch as when CRM was installed Exchange had not been and is coming up with a corrupt metabase if I try to install. The...

Having problem Installing Exchange Router
Posted on June 14th, 2005 | 1 Comments

Make sure the user you are using to install is the same CRM admin user name you used to Install the MS CRM. I hope this works. "Thomas" wrote:

Unable to save an attachment to note in CRM - HTTP 405
Posted on June 14th, 2005 | 2 Comments

Hi Rob, The attachment is very small and the behavior occurs for all attachments. We can not attach any files to notes or activities regardless of the size. It appears that this might be related to...