hello all, I've installed crm and had it working fine in the initial stages for our company. We are in the process of scrubbing and entering customer data into the system. However, all of a sudden...

Hi! I am pm of our internal MS CRM project and have a problem already in system definitions. Our salespeople travel a lot to areas where no broadband is avaliable. Our internal IT-guy has the...

Hi! I'm currently hosting my E-mail using Qmail in a linux machine. As I understand that the only way for E-mails to get into CRM is by using Exchange Server. So, my integration setup is as...

My customer uses Lotes Notes but he is very interested in buying Microsoft CRM. However, Lotes Notes remains their email and agenda application. Do you know a way to use MS CRM in combinating with...

Any recommendations for an add-on that allows sales persons to view open activities in a flexible and informative manner. For example, it would be nice to have a column that shows the containing...

Greetings: Does anyone know of a way for a CRM user to search the contents of Notes &/or Note Attachments? We have used the Advanced Find feature to search fields on the Account, Contact &...

We are having problems keeping the customizations for the Lead forms only after restoring. We have customized the Lead form after data migration, backed up the database, exported the customizations...

Hi all, While one of our users was shutting down Outlook (incl. SFO MS CRM 1.2), several prompts appeared, he opted for OK to all prompts. Result is that within SFO he can no longer use the CRM...

I’ve read a comment on the problem that occurs when using custom fields as a filter for Chrystal Reports in MS CRM. This is the related post on the MS CRM newsgroup. ------------------------- or...

I would like to customize the Sales Territories view used to create, delete and edit Sales Territories in the Settings --> Sales Territory Manager screen. How would I do that?

Hi, I'm getting an error: "an error has occured please contact your system admin" when I tried to forward an email that has been promoted to CRM in the Sales Outlook client. And, the email is not...

Hi, I have just had CRM installed. During the installation I made changes to some fields. These changes are however not transferred to the local client. How do I do to make these changes go live on...

When 'going offline' in SFO, am I correct in thinking that: - Unchecking 'Only synchronise Data from my Business Unit' will bring across all records that the user has some level of privilege (even if...

Management is concerned about the security implications of using SFO. From their point of view a sales rep could be sitting at home with their laptop, access the MSDE database and get a copy of the...

Do exchange server and crm server has to be in the same domain or only in the same forest ? Tnks in advance

Hi, Im installing MS CRM into an organisation. Now I was wondering if its possible that employees who has no license, because they dont need MS CRM for their daily work, can access the data of the...

Hi, I have sync problems with SFO. Our production environment consists of the following: CRM Server: Windows 2003 English + CRM Server 1.2 Spanish SQL Server: Windows 2000 English + SQL 2000 Server...

I have made a few changes to the accounts form and it works ok but I have to find a way to link the account to the products and services forms. From that step the products and services that the...

What version of Crystal Reports do I need to use for CRM v1.2.3297.0 customizable reports? I had downloaded a free version of Crystal 9 and could not determine how to plug CRM into it. Please...

Any recommendations for an add-on that allows for better management of quotas ? Atm, the CRM quotas are one dimensional and we need to track several measures (such as $ Revenue, # sales, new client...