Tech Support > Microsoft Windows > Windows CRM
Error opening a quote
Posted on April 22nd, 2005 | 0 Comments

In my CRM installation I am facing problems with the quotes. I create a new quote and try adding a number of line items (about 10-15). At some point of time, adding a line item becomes very slow....

Action Pack CRM 1.2 License Key Invalid error during install
Posted on April 22nd, 2005 | 1 Comments

I have tried several times to install CRM 1.2 that came in our Action Pack without any success. Keep getting the following error: Ether this license key is invalid or it does not match the...

SFO Working Offline
Posted on April 22nd, 2005 | 0 Comments

We are just testing our first installation of CRM, but whan I select the Go Offline option I get a "Metadata Cache Error". I have checked that the MSDE is running. Any idea what could be wrong...

Prevent the owner from re-activating a case
Posted on April 22nd, 2005 | 0 Comments

Hi, I am trying to prevent the owner of a case from re-activating a closed case. I was thinking of using a workflow that will reassign the case to a manager, thereby changing ownership. However,...

Newbie Q: Login
Posted on April 22nd, 2005 | 3 Comments

Greetings, I am new to CRM and have landed the job of administreing this application. Here is the situation: I have three shifts a day. That means I have three receptionist. They all have unique...

Import Contacts from Outlook
Posted on April 22nd, 2005 | 0 Comments

Hi, we imported all contacts from Outlook via SFO. He saw that it worked. After that, we deleted those contacts from CRM. Then he wanted to import them again wich is not possible because when the...

April issue of MAPS
Posted on April 22nd, 2005 | 0 Comments

We received the april issue of MAPS and we find inside Microsoft CRM Professional. I want to ask if the version of this program is only a demonstration or if we can show to our clients the...

Targeted Mass e-mailing from Web Client
Posted on April 22nd, 2005 | 1 Comments

I can figure out how to do an Advanced Find to target a an e-mail mass mailing uisng Advanced Find and e-mail mail-merge from the CRM for Outlook Client; but is there a way to use the advanced find...

CRM Crystal Reports Uniqueidentifier
Posted on April 22nd, 2005 | 0 Comments

Dear all, I have been customising the paramaterise reports for MS CRM so that site managers can view their child users reports... but I hit the wall as we speak because I cannot get Crystal Reports...

Custom field in report
Posted on April 22nd, 2005 | 5 Comments

Hi, Can use custom field in report (e.g. Lead report) for filtering? I found an error when filtering by custom field. "Error in formula This field name is not known." How can I work with custom...

problems with Outlook client running on the Window2000
Posted on April 22nd, 2005 | 0 Comments

Hi guys, My Outlook client runs on Windows2000 SP4 and IE SP1 , office2003. now, there is a serious problem which the IE will appear the message "the page can not be displayed correctly", when i save...

Removing New Field added in CRM 1.2
Posted on April 22nd, 2005 | 1 Comments

I just start customizing CRM 1.2 and after adding a New field in Deployement Manager I found that I made a mistake in the Name. Now I can't and I don't know how to remove the field, do I have to...

Knowing when there is an email in the queue
Posted on April 21st, 2005 | 0 Comments

We have some external emails going into a queue. The problem is sometimes these emails are accepted - but then forgotten about... there isn't a way to deal with activities in WorkFlow and there...

CRM Localization
Posted on April 21st, 2005 | 0 Comments

Does anybody know which localization are exactly available now for CRM 1.2, please? I have read an article (source is microsoft czech) from october 04 about czech localization of CRM. But I cannot...

CRM cannot render grids
Posted on April 21st, 2005 | 2 Comments

Recently installed CRM and it looks fine. The problems occurs when data is entered. The data is going to the database but in CRM the grids will not render. I get the following...

All CRM objects have been updated in one weekend. Not sure how.
Posted on April 21st, 2005 | 6 Comments

I noticed that every Lead, Opp, Account and Contact has a Modified On date of this past Saturday or more recently. The records with Saturday's modified date don't show any particular changes, just...

Sales Report?
Posted on April 21st, 2005 | 0 Comments

I'd like to be able to report revenue by sales stage - for a services-based business so that I can better estimate/forecast revenue. I can't seem to find a report that can provide this information -...

Microsoft CRM 1.2 should transfer Notes from Quotes to an Order
Posted on April 21st, 2005 | 0 Comments

In Microsoft CRM 1.2, Notes that are attached to a Quote do not transfer over to the Order. All other items properly transfer (activities, products, etc.) but Notes do not. MS support stated that...

Snapshot Failure - Cannot bulk copy... following KB 872585
Posted on April 21st, 2005 | 0 Comments

We've been using KB article 872585 and at step #5 the snapshot publication fails everytime. A subsequent KB article on this issue which instructs you to rename a dll and reinstall MDAC does nothing...

Some questions
Posted on April 21st, 2005 | 0 Comments

Hi you all, I have just started working with MS Crm and before I go on I would like to know whether is possible to perform some actions. They are: a) As far as I know, I am able to add a single...