Tech Support > Microsoft Windows > Windows CRM
migration from ACT6.0 to MSCRM
Posted on February 22nd, 2005 | 4 Comments

I am looking for a solution to migrate from ACT6.0 to MSCRM I've seen that the best solution was to use scribe, i was looking for a cheaper solution. I tried to do the migration via Business contact...

this record can not be deleted because it is read only
Posted on February 22nd, 2005 | 1 Comments

hi, when i try to delete an opportunity record, i receive this error message: this record can not be deleted because it is read only". i have system administrator role but it doesn not help. how can...

CRM Notes
Posted on February 22nd, 2005 | 1 Comments

Is there a way to add additional fields to the Notes grid in CRM? It would be very helpful to see fields that show who created the note and the date it was created.

CRM for Outlook Client
Posted on February 22nd, 2005 | 1 Comments

Any help on this appreciated... I had an error with Outlook awhile back where I had to remove the CRM Add In and when I go to add it back (something I've done before), it never shows the CRM toolbar...

KDC Errors stopping MS CRM
Posted on February 22nd, 2005 | 1 Comments

Every once and then our CRM application becomes unreachable and the CRM server itself inaccessible. It seems as it simply loses contact with the domain controller, since this machine is too...

Sync Phone Calls
Posted on February 22nd, 2005 | 2 Comments

Is it possible to sync CRM phone calls in SFO with the Outlook Calendar? In other words, can a user of SFO create a Phone Call select a time and a date, then see this scheduled phone call in the...

CRM, Crystal reports and Printable order; How to pull data
Posted on February 22nd, 2005 | 1 Comments

Hi all, I have created an order form using Crystal reports. On that form I have fields for Customer's technical contact and commercial contact. In the contact DB, those are boolean fields. I am...

eResources --> Get Directions in Canada
Posted on February 22nd, 2005 | 3 Comments

Hi, Has anyone developed a fix or a work-around for the eResources --> Get Directions to work in Canada? It looks as if the MSCRM developers hard-coded the query to MapPoint to only use U.S....

Connecting to CRM Web Client via Wireless
Posted on February 22nd, 2005 | 2 Comments

Another issue I'd appreciate help with: Do you know why I have access to everything on the network in a wired Ethernet environment, however if I go wireless, I cannot connect to CRM. I do have...

Custom fields from Leads promoting to Accounts
Posted on February 22nd, 2005 | 1 Comments

Is there any way to get custom fields from a lead moved into (identically named) custom fields when you promote the lead to an account?

Workflow
Posted on February 21st, 2005 | 7 Comments

Hi all, In the workflow manager for one of our clients we have added a radio button to trigger an e-mail. How it is ment to work is, When the accounting department recieves payment for an order they...

CRM over VPN
Posted on February 21st, 2005 | 1 Comments

Has anyone managed to get Sales for Outlook to work over a VPN Connection. Can fully install, operate and sync when connected via VPN. But as soon as I go offline, cannot access any of the data...

CRM and Sharepoint
Posted on February 21st, 2005 | 3 Comments

Is there any integration between CRM and Windows Sharepoint Services or Sharepoint Portal Server?

Changing the name of the CRM server
Posted on February 21st, 2005 | 1 Comments

I have been asked to change the name of our CRM server. The ip address will not be changing, just the server name. Has anyone tried this? Is it as simple as just changing the name. I plan on...

Can't send email from CRM after installing WSS on Exchange server
Posted on February 21st, 2005 | 1 Comments

Hi, I have major problem after installing Windows SharePoint Services on Exchange server (Exchange 2003 on Windows 2003 server). Now I can't send emails from CRM any more......error from the log is...

CRM and SharePoint Integration
Posted on February 21st, 2005 | 2 Comments

Hi everyone, I have been asked to look into the integration between SharePoint and for CRM in a medium sized firm that needs to keep track of a lot of documents for a number of locations as well as...

Acces denied when trying to access offline data after synchro
Posted on February 21st, 2005 | 3 Comments

Hi, I have XP SP2 fresh Installed on my laptop, reinstall crm for outlook with all patches, everything work fine with my crm on my server, i can acces my data with my outlook and also via the web....

ACCPAC, SAP integration with MSCRM 1.2
Posted on February 21st, 2005 | 1 Comments

We are looking at purchasing an accounting package and would like to integrate it with CRM which we have at the moment. Has anyone done this integration with the above products? Is it worth...

Millions of contacts in CRM
Posted on February 21st, 2005 | 3 Comments

Hi, I am concerned about the use of MSCRM in a client with a few milliion contact records (around 6 million). I know from my own experience with SQL Server that there is no problem with this...

Small Business Accounting 2006 & MS CRM 1.2
Posted on February 21st, 2005 | 1 Comments

Anyone know if CRM 1.2 integrates with the new MS Small Business Accounting product? Roger