Hi, does anyone know if there is a slick way to schedule a new activity when closing an existing one. EG I am just adding sone data about a phone call just made, and want to schedule another...

Hi, My client has 3 email address - he currently not using Outlook. I need to install outlook and SFO. How do I get the 3 address to display in one mail window and are there any issues with SFO...

I am trying to trigger an email to a sales manager when activities are not created by a certain time by a Sales Person. The problem is as follows: A Telemarketer calls on the lead and creates...

Hello. I have a problem when open the Workflow Manager or Monitor. Says something like "Error with date, time and format setting. Settings incompatible with used in Workflow Manager". I have this...

Hi, Just a quick question, can a subsequent iisresets and publishing of customizations during office hours change/alter database records in CRM? To be specific, below are the details: 1. The IT...

I have just noticed that some of the navigation interface is broken in my installation of CRM. Specifically, the Home, Workplace, Sales and Reports buttons at the bottom don't work (a scripting...

I have CRM 1.2 installed and we are working mostly with Outlook but as it's the standard version for all outlook clients I would like to remove some folders in the Microsoft CRM Folder like: Quotes,...

OK - I can't even get to it locally from the browser on the server. This worked when I first installed it. I was able to get http://crm, create users, and assign licenses and roles. Now I can't...

Most of our customers wants to make a mail merge from opportunity for several reasons : 1) directly mail to contacts who are involved on that specific opportunity/project 2) customised fields...

Hi all, We made a simple field value change on Sales Stage - from values Suspect, Prospect, etc. to values 1. Suspect, 2. Prospect, etc. (just putting a number and period in front of the values). ...

How can I go about editing this "Resolve Case" form? We would like to add to the Resolution Type drop down and make the Resolution a drop down as well (or something - text isn't going to cut it in...

Does anyone know of a way to load a program that when you type in the Zip Code the City and State are automatically populated?

Hi I have a problem with login with the webclient. If i don't use the webclient for 10 minutes and i want to use it again. I get the "Cannot find the webpage....". My laptop is up 2 date and i have...

Hi, is there a vanilla way to have a web form that populates CRM lead data, or is this based on each implementation's API skills? I just tried out SF.com and they make it incredibly easy to add the...

are these statements all true? A team can not be deleted A team can not be disabled You can not change a teams buisness unit You can not rename a team I found in CRM help it says you can delete a...

Dear All, My boss asks me to do presentation about MSCRM 2.0, but hard for me to get screen shot for MSCRM 2.0. Anybody of you all have screen shot of MSCRM 2.0? Rgds, Frans

Hi I am facing problem in security the user can view all the Close activities even which is not belongs to them in the same time in the role template been configured the read activity on user level ...

Does anyone know of a hot / Function key or a program to pick a certain value from a picklist to avoid scrolling down a long list. Ex. I need to pick out Textiles in the Industry list - Is there a...

hi all i have a problem cahnging the duration of tasks: when i try in the picklist of duration , appear an error message: "unable to save the change try changing duration again" and can't save the...

Hello All, I was wondering if its possible to import the activities in outlook 2003 into the activities section of MS CRM. Is it even possible? Best Regards, -Horia