Hi All, Currently I am creating new templates by: 1. Do a letter merge from Slaes for Outlook choosing blank template 2. Save the letter template (as a .dot) into the directory c:\Documents and...

Greetings, I am attempting to load CRM Mobile to a SBS 2003 server. The certificate issuance is causing my problems, (likely a user one). The way I understand it I need to create a Enterprise Level...

We are looking to do the following and wonder if MicroSoft CRM is the right way to go. 1. Keep records of customers 2. Keep dates of their year End and pre warn and auto...

Is there a way of recording audit trails of transactions on CRM and if so, how?

When trying to reassign Accounts from a user that has left the company, we receive the error below. The user has been removed from the network and no longer resides in the Active Directory. I can...

Hi all, How can i go offline without synchronising any data (for security reasons) ? Thanks Bob

Is it possible in CRM to determine who last modified/altered a particular record (of any entity)? Esp, who last modified the details of a particular contact? Thanx

I asked this a while back but the answer did not work, and perhaps it was that I was not clear in my description of the problem, so I will try again. I have just converted activities from 20,000...

hi evreyone, in the users view we can view users in one of 5 options: All Users; Local Business Users; My Direct Reports; SUBSIDIARY USERS; Disabled Users. what we mean by SUBSIDIARY USERS? thanks.

Two questions. I had a user who deleted a few things. Normally, if you're notified fast enough, you can go into SQL and query all the records that have been flagged for deletion and easily recover...

I have one question about next CRM V.20 that Will CRM V.2.0 be integrate with Lotus Notes and Citirx? and i need your comments on this...

We have a user who is trying to create a contact and getting an error says "Error occurred. Please contact system administrator" when saving the record. When I look at the contact list, it creates...

I would like to be able to reassign a user's records in bulk to a new user. I went to Help in MSCRM and found an entry titled "Reassign a user's records in bulk". When I get to the step 3 where I am...

Hi, I've setup CRM with Exchange E-mail Router successfully until I did either 1 of the following. 1. Disabling E-mail user 2. Change server IP address 3. Installing RAS Does anyone of the above...

Hi, I have CRM 1.2 server and Database server installed in one system. All these Days I used to add one or more attributes to CRM using deployment manager. Now I have requirements for adding few...

I have used the deployment manager to add a custom field 'testfield' to the opportunity, modified the forms to add that custom field and then published that customisation. So far so good Now when I...

Hi all, One of our clients is asking whether it is possible to use fields out of an oppertunity to insert into a mail merge, or in other words create a mail merge from an opertunity. Is this...

Hi, I've tried the MSDN callout sample, & it is worked. Then I try to use it on quotedetail (the sample is using account, contact, contactaddress). It is work too, but on every single quotedetail...

Hi, I am trying to modify reports. I have Crystal Reports 9.22 I have installed the MS CRM Crystal Enhancements CD. I have read the FAQ doc. Crystal Reports is installed on my desktop - not the CRM...

On the "My Homepage" I have 53 emails in progress... However these emails have all been either sent or received, and are not "open" as such. Is there anyway to "close" off these emails so it does...