We made some screen changes (added fields and moved fields) to our crm screens. The changes are there in IE and look great. Our SFO people don't get the screen updates. New Installs have the...

I'm sure I sound like an idiot, but... I need to install CRM into the following environment and have some trepidation about it: Domain A - server 1 is Win2k3 Server with SQL Server is the...

I have created a custom quote report following a previous posters instruction and it works well. Now I am expanding my CRM user base to include outlook clients. I am able to make the modifications...

This may not be an appropriate question, but I am looking for the Data Migration Framework Guide Documentation so I can read up on it. I have done searches on Microsoft's site but can only come up...

Thousands Excel customer details, how to import to CRM? Thanks!

Hi everybody. I have an error when I try to open Workflow Manager (same error in Workflow Monitor) "An error ocurred when charge the configuration of Number Format, Datetime, etc..." When I go to...

we are trying to create an opportunity report (CR version 9.2.2.) with a link to the reported opportunity in CRM. We can actually create this link but there is no back button in the resulting screen....

When the NIS is enabled, SFO will not go-offline. I get the standard meta error..If I disable NIS - all is fine. Does anybody know how to configure this to enable SFO? Thanks Mike

Hi, i have added a new tab to the contact form. i added two fields. When i browse any contact, i am not able to see the updated form. any thing which i m missing??? Secondly can i import the data...

I am doing migration of existing accounts in our old system to MS CRM 1.2. Since CRM does not allow to set the "Created On" field, I have defined acustom field in my form which will display the...

Other then cracking open the SDK myself or driving directly against SQL, does anyone know of a way to edit a closed activity? I am open to anything - including add-ons.

If i need to import data into CDF from Access DB, can any body guide me how i can manage relationship between two tables while using DTS?? I have Contacts and Notes data in Access and there is a...

We have created custom tabs and fields specific to our business and need to pull from those when doing a mail merge. Right now only "built in" fields are available. We are using Microsoft CRM 1.2.

On this group i found that i need to use scribe insight ($499) software. So can any body tell me that is it for sure that it will easily import Contacts and Notes into the CRM........... Will it...

Hello, This may have been answered before, but any appointment or task that I schedule on the CRM web or CRM outlook does not appear on my outlook calandar. I have tried to disable and enable the...

I do not seem to be able to go offline. After I hit the button, the dialog box comes up and I just click OK. Then the Downloading status dialog box comes up with Initializing.... and then...

Hi, I made a couple of new reports using the existing CRM ODBC connection and CRM tables. The reports are working. When I am try to upload these reports to the CRM Enterprise, after...

Hello, I have create an opportunityreport. This report contains all opportunities with probability (10%,25%,50%,70%,90%). The report is divide in two parts. The graphical part display the correct...

i dont want all the user open the report i eed it to the managers only . so is ther any certine way to hide the report from certine user?

i have a tab delimited file containing records i intend to use as leads in CRM v1.2. i have customized the lead form a bit (added a few fields to the schema, published, etc.) when i run the import...