Try entering a Est. Value and see if you can close the opportunity then. This worked for me.

Hi, I am also trying to develop a kind of CRM for our office, but most of models fall flat on the actual need. Would anybody mind giving me a copy of the database structure. If possible in MS Access...

After creating a LEAD, you can add notes to that lead and appointments and so on. but after converting the lead to an opportunity or an account the notes are not carried over with the conversion. i...

Hi, When installing CRM 1, I get the message "Microsoft CRM setup could not validate this instance of SQL Server", What did I do wrong? Aldrin

Hi, Can anyone tell me how to customise the status drop down menu, when disqualifying a lead Thanks

Hello, We have just finished upgrading to CRM 1.2. CRM 1.0 allowed our sales and service people to send emails to unresolved email addresses (ones we have not created contacts for) Is this no...

I was just requested to insall c360's Active Summary customization and need to know if anyone has any input that I need to be aware of. Pitfalls, errors, problems, etc... Thank you!

Hi, We are having a problem when promoting emails. If we promote an email and the person is an account / oppourtunity it always seems to map to the correct person ok. If they are a lead, it does not...

I am new to CRM customization. Can someone please post the good resources to learn customization. Any books, documents, tools, white papers, useful links etc. I know about SDK and the articles in...

Yes, any views can be modified. Just look at the savedquerybase table, and you'll see the object id's you need to fake CRM into taking.... HTH, Dave that can be used to customize the notes view ?

Hi all ! Suppose an account is assigned to USER1. If I assign it to USER2, the system automatically add a sharing rule to the old owner USER1 ! ! I don't want the old owner has access to the...

I'm trying to expose Action menu items as form buttons by customizing the _recources/ISV.Config file. I'm trying to use the following code: <incident> <ToolBar ValidForCreate="0"...

Hi all Has anybody implemented a solution that integrates the product catalog with the one from Commerce Server 2002?

How does one assign a sales stage to an opportunity and then change the sales stage? Can someone please explain this with detail steps since I am new to Microsoft CRM. Thanks, Nilesh

I'm trying to install CRM for Outlook Client, and I do fine until just about the end when the progress bar tells me its just about finished installing the SQL 2000 MS Desktop Engine. Then it gives...

Does anybody know a workaround for using CRM SFO in conjuction with Zonelabs Integrity Flex Client? My company has recently deployed CRM and the Outlook addin does not play nice with Zonelabs. SFO...

For MSCRM sales, if one of my contacts sends me an email, and I am away for 2 days, they won't have an acknowledgement or any action taken on their email. Is there some way these can be easily...

All the CRM databases were backed up correctly however the master and msdb databases weren't... Is there anyway to restore CRM data without these? (assuming all databases have been lost) Thanks in...

hi all; I know it is not supported but Is it possible to get which records are selected in the results of the advanced find programatically? It is urgent for me please response immediately if you...

Does anyone know where I can get a hold of the current bug list for CRM 1.2?