Hello all! Our company is new using CRM customizations. We want to create a custom object (like Account, Product, Opportunity, Lead, etc...). However, we can find no documentation on how to do so. ...

I would like to route support cases generated by our internal Q/A testing group through the CRM support system with each defect identified becoming a Case and then routing the case just like an...

Hi All! From june announce from Microsoft i read the following: "Microsoft Office Solution Accelerator for Proposals for Microsoft CRM: Microsoft Office Solution Accelerator for Proposals (OSAP) for...

Utilizing CRM 1.2, strictly adhering to the customizations approved by Microsoft, I customized quotes and was able to generate what I want. Thoguh all calculations and product details are to my...

I know that we can modify the quote.dot file and by hitting Alt F9 can see all the fields. I also know there was an issue with only the first product showing up on the quote.dot in version 1.0. ...

Hi, I have just converted an access database and placed it in the SQL database for CRM with all relationships and data i had from the old database. The records are all in place in the correct...

Is it possible to set an automated tax calculation for the tax field that appears within the Quotes entry screen ? It seems that for each product entered against a quote the tax needs to be...

im sure this has been asked lots but most questions reply with the need to use the crm redeployment tools i have a clen install of sbs2003 with a working default install of crm on it. I have the...

Hi Our users want the ability to set a reminder for when a particular task is due. I know you can do this by using a CRM Task from within Outlook. However, there is no facility for a reminder when...

I don't see any way to promote an email to a CRM Support Case, and the email capability in CRM is about as helpful as the old teletype with no rich text, no ability to paste a message with graphics,...

I have been setting up our company information in preparation for using the CRM (Sales & Customer Services modules) package. One area that seems a little strange is the ability to produce & submit...

Hi I am unable to create a field in deployment manager Order no or ONo or O for that matter it says check log file but I dn't know where the log file is stored also wen I create other field names it...

Hi, I am trying to setup a test solution with ms crm and cannot find how to add products. I am using the action pack vesrion which , I guess is the professional suite. Am I missing something...

Where can I go to modify the Activities View in my Workplace? I would like to add the Account Name field to all the activities listed.

Hello. I am having trouble adding users to CRM 1.2. If I try to add a CRM user from an OU in the domain with deployment manager or the web GUI it fails. If I add a user to CRM from the root of the...

Hi, It is possible for me to migrate existing DB2 database into MSCRM? Any suggestion on how to do it? Thanks.

We have a need to capture the mailmerge document from Outlook CRM as an attchment to an activity, is there anything out there that can be added to a word macro for example or is there a called...

hi, i've built external application to extend mscrm via isv, now i want to add look up capability similar to mscrm, specifically contact look-up, anyone know how to call this look-up window instead...

Hi, thanks for any help. Would any one please help clarify. I have read the instructions for installing the report manager on CRM 1.2 and I am wondering if they have left something out. They say...

We have decided to get rid of the Microsoft CRM and go another route. I was curious if anyone was aware of any legal restrictions regarding the sale of the licenses, or if there was a recommended...