Tech Support > Microsoft Windows > Windows CRM
sales for outlook over vpn
Posted on December 7th, 2004 | 3 Comments

It seems to take a really long time to open up the different screens in sales for outlook when using it over vpn. However, when using the web based client, it doesn't take long at all to open the...

Missing Address Data
Posted on December 7th, 2004 | 2 Comments

Using CRM V1.2, W2K, and the outlook client under XP SP2 with all the patches, a user can see all the accounts data while on-line, but when he switches to offline, not all the account data is...

CRM integration for GP: reinstall issue
Posted on December 7th, 2004 | 1 Comments

When I uninstall and reinstall CRM integration for GP, I get a message that "the user specified does not have all the required CRM privileges." The Integration User in CRM is a system administrator,...

Sales fo Outlook without CRM contents
Posted on December 7th, 2004 | 2 Comments

Hi there, I've installed a training environment with 8 clients but 2 of them do not show CRM contents inside SFO client, all the folders and buttons appear but when accessing any record view its...

MS CRM vs other products (Act, Goldmine, Siebel)
Posted on December 7th, 2004 | 4 Comments

Hi, Does anyone having more information about the major different between MS CRM and other products ? Thanks for all the information

Database call from Javascript -
Posted on December 7th, 2004 | 6 Comments

Hi I have a database method (residing in a class) , which i need to call from Javascript inside the Opportunity Edit.aspx (\SFA\Opps). How to do this ? Regards Guru

FetchXML IN Operator?
Posted on December 7th, 2004 | 3 Comments

Anyone successfully used the IN operator in a fetch xml query? The syntax seems vague in the sdk docs, and there's no example of this, of course. Why are the examples always to demonstrate stuff...

Installation Problem for Outlook Sales for CRM 1.2
Posted on December 7th, 2004 | 0 Comments

I installed the Outlook Sales for CRM 1.2, however I cannot see the details of accounts, orders and etc. When I debug, I found the problem is that there is only one file(dmUpdate.xml) in folder of...

Customisation.
Posted on December 7th, 2004 | 1 Comments

I want to restrict users from giving them access to performing certain tasks like reopening an opportunity. In CRM,we are able to create related orders .however, the system is allowing to create...

Knowledge Base Search Error
Posted on December 7th, 2004 | 1 Comments

My problem is whenever I try to use search in CRM knowledge base an error rises without any specific information on it. It says "An error has occurred. For more information, contact your system...

Datatypes of cdf
Posted on December 7th, 2004 | 1 Comments

Can I change the datatypes of the cdfaccount_ext and cdf account tables to match those of my CRM account base table. Since after initialising cdf and importing data I notice its in nvarchar and other...

Adding new fields to forms
Posted on December 7th, 2004 | 2 Comments

Hi, I would like to add in new fields to a form and want to able to use this field as a calculation. For instance I add a new "no_of_room" field to the opportunity product page and wan CRM to be...

Upgrading CRM Webserver to WIndows 2003
Posted on December 7th, 2004 | 6 Comments

Hey there, I have just recently upgraded my CRM WEbserver (IIS, Workflow with SQL separate) to Windows 2003 Server (Std Edition) ... now the CRM security service will not start. Can anyone point to...

Add contact fields to activity reports
Posted on December 7th, 2004 | 0 Comments

Hi, I need to add related contact fields (like Jobtitle) to my activity reports. I'm at my wits end and pulling my hair out. Any genius can help? Thanks

Including an attachment in an email template
Posted on December 7th, 2004 | 2 Comments

Is it possible to include a standard attachment with an email template. The scenario I have is that I want to send a standard email with a current brochure to all new leads. Ideally I would define...

CRM workflows do absolutely nothing
Posted on December 7th, 2004 | 3 Comments

I have a CRM system with a professional suite license and am trying to set up a number of work flow rules. I can apparently create the rules and workflow manager shows they are created and active. I...

Text Formatting for URL
Posted on December 7th, 2004 | 1 Comments

In CRM, On the accounts form, we would like to have an field point to a portal site where we would keep more information about a client, I have made the field a URL formatting type however it will...

Adding second SPS portal site to CRM server - Must type default.aspx
Posted on December 7th, 2004 | 2 Comments

I have SPS-V2 running the same box with the Microsoft CRM. I then create a new virtual site in IIS, created a new portal site and restore a back up of another SPS portal site from another...

Cube on CRM
Posted on December 7th, 2004 | 0 Comments

Hi, I was wondering if I am able to use SQL Server Analysis tools to create a cube on MS CRM? Am I able to access the MS CRM database directly from SQL Server Analysis Tools Kindly assist pls

Javascript Errors on CRM Web Interface
Posted on December 6th, 2004 | 2 Comments

Hello all, I have recently installed and started using Microsoft CRM. The installation went very smoothly and I’ve been spending some time learning to use CRM. I prefer the web interface over...