Tech Support > Microsoft Windows > Windows CRM
Data synchronization CRM -> Outlook
Posted on June 25th, 2008 | 0 Comments

When data synchronization from CRM into the Outlook finished, the column Category on tab Contacts in Outlook is not filled. Normally is filled up after the completion of synchronization. Why? Thank...

Global Address Change
Posted on June 25th, 2008 | 2 Comments

Hi I have noticed that I can achieve this with a manual workflow rule in CRM 3.0. Auto populate would be first prize though. Any ideas? Thanks alot Mark

file share access to w2k8 host needed from image
Posted on June 25th, 2008 | 0 Comments

hi, i am currently using vs 2005 r2 sp1 on a windows 2008 host machine (secured by ipsec). i now want to have file share access to my host from any image. when i try to run "net share...

CRM 4.0 Server Set Up Database Installation Error
Posted on June 25th, 2008 | 1 Comments

Hi, I wrote in your previous post that you should paste the logfile and might be someone can give you some tips. C:\Documents and Settings\<current user> \Application...

Associating contacts to opportunities
Posted on June 25th, 2008 | 1 Comments

Hi Brenda, There can be two options, A simple one is that you put a check in onSave event to look for the type of the record in lookup. If it's contact than alert a prompt and return...

Business Unit/Department wise Notes
Posted on June 25th, 2008 | 3 Comments

Hi Babar, You may add two text area fields for each tab. One of them will be readonly. The other one will be empty and editable. When ever you enter some data in editable text field and than save,...

how easy/hard is it to add a button to print address label in cont
Posted on June 25th, 2008 | 1 Comments

Hi Stephen, Another better option will be to write a simple SRS Report for printing labels. You can find Report Writers Guide at...

coloring picklist options
Posted on June 25th, 2008 | 1 Comments

nevermind, I solved it by changing the location on the form (or change setfocus). Thanks for stunnware "4crm4" wrote:

Upgrade from 4.0 Workgroup action pack to Professional MSDN?
Posted on June 25th, 2008 | 5 Comments

We have experience of successfully ADDING 2 x CAL (separately bought) to a v3 Action Pack installation - is this useful? Chris

Documentation on CRM entities and attributes
Posted on June 25th, 2008 | 3 Comments

Jean - If you are running Office 2007 there is a cool add-in MS CRM documentation generator available for download from the code-plex website. http://www.codeplex.com/CRMDocumentation Allows you to...

Excel 2000 and Dynamics CRM 4.0
Posted on June 25th, 2008 | 2 Comments

Michele, Thank you very much!

CRM 4.0 Quick Campaign stuck on Status reason pending
Posted on June 24th, 2008 | 1 Comments

I am experiencing the same issue. I am able to send a direct email to a user within CRM, but I cannot send out a quick campaign. I also followed the instructions on these two resources, but neither...

Importing Accounts and Contacts using Data Migration Manager
Posted on June 24th, 2008 | 6 Comments

Office Guy, I am going through the import process of customers (accounts) and contacts. Struggling.. You mention below that "..mapped Account Name to Parent Customer which was imported...

direct mail not woring after restoring backup
Posted on June 24th, 2008 | 0 Comments

I have just built a backup CRM3.0 server and restored a backup from the original server to it. Everything seems to be working perfectly except for the Direct mail. What I do is select a contact,...

Report in CRM 4.0
Posted on June 24th, 2008 | 9 Comments

I found the problem. I linked the account table incorrect in the query. It works now "Ron Weatherup" wrote:

Quick campaign activities
Posted on June 24th, 2008 | 1 Comments

On Jun 24, 9:54*am, hsbrubak...@gmail.com wrote: an update to my previous post: I am able to create the activities from the quick campaign if I do it from the web client before opening Outlook. ...

Change to E-mail in CRM 4.0?
Posted on June 24th, 2008 | 1 Comments

Just a follow up ... no resolution yet but I read on another message board that CRM 3.0 sent emails as plain text and 4.0 uses rich text. I can't find any documentation confirming that. If this is...

CRM 4 on Citrix
Posted on June 24th, 2008 | 2 Comments

I found out the reason I was getting the C++ error is because Outlook was looking for the old CRM 3 Add-in instead of the new CRM 4 Add-In. However, even after fixing that I had an error loading CRM...

duplicate detection rule
Posted on June 24th, 2008 | 0 Comments

I have created a custom duplicate detection rule that detects duplicate contacts depending upon the First Name, Last Name, Email. But its behavior is abnormal, some time its working fine and some...

Linking activities to custom entity
Posted on June 24th, 2008 | 1 Comments

If you are working with CRM 4.0 you have an option but this does require custom developement (plugin). You can create a plugin with subscribes to the TargetRollupActivityPointerByContact in the post...