hey I'm trying to import a CSV file as leads into CRM. we have added a date field to the normal lead form, and i want to fill this field. i've tried several date formats in the CSV file, but it...

When sending e-mail from CRM, the sent e-mail is going to the Drafts folder in Outlook. The e-mails are not showing up in the Sent folder yet recipients are receiving the e-mail. Any ideas on why...

Closed appointments should not disappear from the calendar when completed. Calendars usually show what has happened as well as what is to happen.

Hi I want to be be able to display the Account Name for the Opportunity in the Topic of the Opportunity without the user having to type it in. Thus, I would like the user to be able to type in a...

This may be one for MS themselves. My understanding is that "document attachments" in the notes section throughout MSCRM actually get stored in the CRM database as opposed to being links through to...

1) On the Contact View, when you click on the collapse/expand button next to contact name to display few basic contact info, can this view be customized to include some other fields & delete existing...

If I use deployment manager to publish changes to CR< then it appears that the isv.config file is replaced with an old version with n apparently random date. For example I currently have an...

We have a Distribution database that has grown to 17 gigs, on a system where users have not even used the system, they just used outlook as usual for the last 6 months, the transaction log is 8...

Hi all, Recently we succesfully installed Report Manager on our CRM test server. Via MS IE I used to manage logging on to Crystal APS without any problems, on both client and server side. Now I...

Hi All, I assigned an existing Role - "Salesperson" to a user. The user logs on to the crm and it works fine. Now i copied the "Salesperson" Role to create a new role called "TestSalesPerson"....

On the CRM Server, using the CRM Report Manager Utility, I can rename a report or delete a report, but I can't copy a report?? I want to copy a "vanilla" report and then customize it. Is there a...

I'm installing CRM from an Microsoft Action Pack subscription CD and I get an error entering the Organization Name and License Key. It says I can't use commas in my Organization name. Since I'm...

1) how can send email to field: email2 or email3 in the CRM ?? the reason is that we use sms/text message server that is similar to sending email from outlook with the format of ph_number@smsserver &...

i'm trying to send email from contact screen & got the error sending mail - contact admin -- where can i look to diagnose ??

Has anyone seen a conflict with SFO and Mcafee 8? I am not able to load SFO until I disable on access scanning in Mcafee

I can't get email to send through CRM Web, I have followed MS instructions on the installation of CRM and Email Router has been installed. The following error: Error: <description>An unexpected...

We run MSCRM and own MS Exchange Software however we've been using externally hosted email because we just don't have the resouces to maintain an Exchange server internally. We're really missing the...

Is there a way to customize a contract template? I would like to add some predifined values to it (start and end dates, etc.) So far, I haven't found a way to do it.

I have made a problem for myself that I hope someone has a solution for. I have deleted a CRM user from active directory before I have migrated his CRM accounts to someone else. Now when I try to...

On a new CRM istallation, I cannot access any of the management tools (except CRM itself). "Localhost" does not work, neither does http://crm or CRM website IP. What should I use?