Tech Support > Microsoft Windows > Windows CRM
Possible to open folder instead of url ?
Posted on March 1st, 2005 | 1 Comments

ISV.CONFIG This doesn't seem to work, is it somehow possible to get it to open a folder instead for url ? <Home code="home"> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Test...

Integrated software
Posted on February 28th, 2005 | 3 Comments

Has anyone attempted to integrate Microsoft CRM, FieldPoint's Alert CRM and Great Plains?

Can a user update his own information
Posted on February 28th, 2005 | 0 Comments

I've played around with the permissions but cannot seem to give a user permission to update his own phone numbers, email, etc. in CRM. This doesn't seem like an IT function at all but we keep having...

Changing the lead Primary Key?
Posted on February 28th, 2005 | 4 Comments

Hey guys We treat leads as companies rather than individuals, so for alot of records only the company names are filled in at this stage till a contact person is investigated. How can we change the...

Contact note max length
Posted on February 28th, 2005 | 1 Comments

I have modified the note of a contact so it's length can be as long as 5000 char instead of 2000. My problem is that in Sales For Outlook, the error message still appear when the size exeed 2000...

Crystal report file locations
Posted on February 28th, 2005 | 3 Comments

As a result of a miss placed double click, I have saved a custom crystal report into an intermediate location within the directory structure of the report folders. I can't even see this misplaced...

Invalid User Rights
Posted on February 28th, 2005 | 0 Comments

I have a user that has been setup. Upon logging into CRM as the user, I am getting Invalid User Rights. I have checked the other two posts regarding the same issue, but they have not helped in...

Certification
Posted on February 28th, 2005 | 3 Comments

Hi all, I'm looking for some info on the three certificaiton papers (Applications, Customizations and Installation). I've already taken up the training specific to the certification. Is there any...

MS CRM Pricing
Posted on February 28th, 2005 | 0 Comments

does anyone know a way to map the opportunity 's Est Revenu field to the Quote 's Totallineitemamount? or to the totalamountlessfreight? or to the totalamount field? at the moment, they are...

Workflow management
Posted on February 28th, 2005 | 0 Comments

Hi, I have a question regarding workflow manager for MS CRM 1.2; Is there a possibility to Update object properties using a forumla based on number of other properties of the object? What I am trying...

Microsoft CRM Security Service
Posted on February 28th, 2005 | 2 Comments

Hi I would like to know if anybody could help me please, My MSCRM Security Service is not running. When i try to start it,it comes up with an error message. Any ideas on what the problem is and how...

Formatting Phone Numbers
Posted on February 28th, 2005 | 7 Comments

I am re-posting this question with the hopes of getting some direction. All of our users are using the Outlook client of MSCRM. We are trying to be consistent in the way that we format our phone...

CRM DATA Base
Posted on February 28th, 2005 | 2 Comments

I have 3 MS CRM/SQL Data bases from Backups 1. _Crm = 95Megs 2. _Metabase =10Megs 3. _Distribution = 3.5Gigs

html format email
Posted on February 28th, 2005 | 2 Comments

How can I, if possible, create html formatted email and/or email templates in crm? I can write some custom add-ins in c# if needed. Thanks, J

Printing Email Activities Does Not Work on ONE computer only
Posted on February 28th, 2005 | 1 Comments

Hi One particular computer is having problems printing e-mail activities: - The error occurs after the user clicks the 'print' icon when viewing an email activity - The error received is 'HTTP 400 -...

March 8 live chat: Performance-tuning CRM 1.2
Posted on February 28th, 2005 | 0 Comments

Hi all, I wanted to let you know that the MBS Community site is hosting a live real-time chat about boosting the performance of your Microsoft CRM 1.2 installation in March. This chat will occur on...

Actions Menu Not Visible
Posted on February 28th, 2005 | 1 Comments

I do not see an Actions menu item anywhere in the appication. This is what my menu shows File New Goto Tools Help Any idea why? Thanks.

Exchange Connector
Posted on February 28th, 2005 | 1 Comments

I'm installing the CRM software and I want to integrated with my exchange server. I will like to know if there are any known issue after installing the connector on the exchange server. What kind...

Entity Customisation
Posted on February 28th, 2005 | 1 Comments

Hi Can I change the name of any custom entities to reflect our internal language used? Our internal users call a lead a prospect, and will not understand what is meant by a Lead.

Opportunity Customizations
Posted on February 28th, 2005 | 5 Comments

Still new to CRM so please forgive me... When you close an opportunity you get a form that lets you choose if it was Won or Lost and both have a status reason pick list. Where do I modify...