We did have the reporting services component installed but after reading your response I went back to the install guide. It is actually recommended that you not install that component to ensure a...

Chris For the "Conditional Branch" and "Default Action" menu items to get enabled, you need to add a "Check Condition" first. Once you add the "Check Condition" step, click on the line containing the...

Does anyone have a suggestion to hide particular activity types (such as Fax, Service Request, Campaign Response) when a user clicks Add Activity? We have a call center that will only be scheduling...

You can assign an activity in CRM 3.0 to a queue via workflow. If the primary entity of the workflow is an activity, add an "Assign entity" step to the workflow. In the Assign Entity dialog, you will...

I don't believe this is possible but I could be wrong. Darren Liu, Microsoft CRM MVP Crowe http://www.crowecrm.com On Jan 24, 8:22*am, luai7 <lu...@discussions.microsoft.com> wrote:

Yes, you may use CRM 4.0 as a platform and build you own GUI using the CRM Web service. During the CRM 4.0 install, I believed you have the option to install the CRM UI and the platform or just the...

Here's the link to download the CRM Email Router bits. http://www.microsoft.com/downloads/details.aspx?FamilyID=e1358499-3fdb-45b8-adf0-7585f758277e&DisplayLang=en Darren Liu, Microsoft CRM...

Hi Kathi, If you are looking CRM mobile solution, you can look into the following: - CRM Mobile Client (Free from MS, Windows Mobile) - CWR Mobility (Windows Mobile) - TenDigit (Blackberry) Darren...

We've just installed CRM 3.0.5300 on a brand new SBS 2003 Premium server. Also have installed a single WinXP SP2 workstation on the network and installed the CRM client for Outlook 2003. When...

On Jan 25, 8:39*am, ChrisC <chris.co...@vizola.com> wrote: Thanks Chris, I used your first bit of advice and it turns out i was doing the data connection in the right way i just can't...

ericsimonneau@hotmail.com wrote: diggin around on the net. it was an error related msxml 4.0, after installing msxml 4.0 sp2, the error went away

We had the same problem and changed the account that runs CRM Workflow Service to NT AUTHORITY\NETWORK SERVICE and it started working. I don't think this is the real fix for this, but is a work...

I'm very interested to know if anyone does / has considered doing this? Please see my blog for today's post. -Chris http://mscrm4u.blogspot.com

Problem resolved itself. Guess it took AD a while to settle down.... "Jeff Boehm" wrote:

solved Create your new lookup attribute While most types of new attributes are created in the Attributes area of an entity, lookup attributes are created automatically when you create a relationship...

Thanks Matt! I had just figured it out.. I guess we just don't have a lot of activities in yet. I didn't realize that the regardingobjectid was equal to the accountid. Thanks for your help! "Matt...

Doh fixed it myself - error in registry entry - put CampaignSendMail and it should have been CampaignSendEmail!!!! "Simon De''''Ath" wrote:

Hello Ivica, hello jsilvani Your post was very helpful, I did not know this. I tested it by deleting the birthday fields from the contacts and now the sync works. It's just not what we want, we need...

After CRM 3.0 redeployment, there are three problems: 1, Anyone can not import data, i am sure that the authority setting is correct. 2, If I add any link-reports(non-reporting-service), the...

Thanks. I ran diagnostics - no problems reported. I then uninstalled Client, but left SQL2005. I then reinstalled Client. When completed, I ran through Client Config and it asked me to reuse...