Tech Support > Microsoft Windows > Windows CRM
Re: Price List customization
Posted on May 26th, 2004 | 0 Comments

In order to do something like this, you would need to get into the SDK and write some "unsupported" customizations. Matt...

Workflows and Templates
Posted on May 26th, 2004 | 7 Comments

If I choose Email Templates from the Settings menu in the Web client I see the several dozen templates we've created. When I try to set up a workflow for 'Send email', and then click on Template it...

New Schema field and Revised Form
Posted on May 26th, 2004 | 1 Comments

We added a field to the opportunity object. We then added the field to the Opportunity object. In settings, We could see the field in the edit Form mode but could not see the field in the final...

HTML Emails
Posted on May 26th, 2004 | 1 Comments

I want to create email templates that use web pages on my site as the email, similiar to what is possible in Outlook. Any leads on how to make this happen? Thanks.

Manual Rule doesn't work
Posted on May 26th, 2004 | 2 Comments

Hello guys I'm having a problem with runing a sub process task Thank you

Redeployment tool
Posted on May 26th, 2004 | 2 Comments

Have any one tried the redeployment tool? Can I also restore all the data input, i.e, Accounts, Contacts, opportunities, notes etc. along with the system customizations and settings? I am unable to...

Crystal Reports
Posted on May 26th, 2004 | 1 Comments

I'm having an issue where every few weeks the default reports need to be republished. I've got the Crystal Reports toolkit and am able to get the reports working again by republishing them. It's just...

Microsoft CRM
Posted on May 26th, 2004 | 2 Comments

Im looking for a fix to: File frs://Input/a_189/000/000/189/14e83617d5166b11a.rpt not found on File Repository Server. This problem occurred after I did a crm reinstall to an existing database. I...

CRM integration questions
Posted on May 26th, 2004 | 1 Comments

- From the SDK, I understood that one can insert notes from an external source using the notes.manager class. I suppose attachments can be inserted too. Shouldn't they be related to some other entity...

Please help me get hotfix from mbs.microsoft.com
Posted on May 26th, 2004 | 5 Comments

I need Microsoft Windows server 2003 hotfix 83489 from mbs.microsoft.com but I have no access to Customersource.

Re: Deployment Manager - Publish Function Crashes
Posted on May 25th, 2004 | 0 Comments

which admin is also the crm admin? "D Bolak" <anonymous@discussions.microsoft.com> wrote in message news:B44B61D9-C98F-48B5-A3F4-59B55284D21D@microsoft.com...

Changing password in Crystal Reports
Posted on May 25th, 2004 | 2 Comments

hi I have a problem with the crystal password It was changed with the Microsoft.Crm.Tools.Crystal.Admin after the installation of MS CRM, by nobody know it now! and it is necessary to log on Crystal...

Troubles retrieve activity columns.
Posted on May 25th, 2004 | 1 Comments

Hi, I am trying retrieve activities, using CRMQuery or CRMActivitiy, selecting the activityid, subject, scheduledstart and scheduledend columns but these two last fields aren't retrieved. Can...

Error with Competitors Page
Posted on May 25th, 2004 | 1 Comments

Hey there, Had upgraded a pilot deployment to a production deployment and had copied across certain data from the pilot. For one particular user now cannot access or view Competitor information...

CRM for Outlook Installation
Posted on May 25th, 2004 | 5 Comments

trying to install CRM for Outlook Client on user's laptop. I get to the step where you Specify Microsoft CRM Server page, and I type the url (e.g. http://crm.opnt.local), and I get the following...

CRM Outlook "TO:"
Posted on May 25th, 2004 | 0 Comments

I am trying to fiqure out how to set the "To:" in my email to allow me to choose from CRM contacts for email receipiants. I am useing the Outlook interface to access CRM. thks, antony

Assign contact
Posted on May 25th, 2004 | 3 Comments

I have a requirement of assigning multiple contacts to multiple users. MSCRM allows me to assign contact to one user at a time. How can I customize to assign it to multiple users at the same time...

migration problem:... XMLA SAX error occurred ..
Posted on May 25th, 2004 | 0 Comments

act 2 crm migration on my .net project but an error encountered some record 'A name was started with an invalid character. ' or 'A semi colon character was expected. why_?

Quotes, Faxing, & Duplicate Checking
Posted on May 25th, 2004 | 0 Comments

Anyone have any luck in using CRM or a 3rd party product to prepare quotes from CRM in a format that can be sent to clients? Anyone ever use Z-firm's CRM integrated faxing solution? Has it...

Simply accounting integration
Posted on May 25th, 2004 | 0 Comments

Has anyone come accross any 3rd party components that provide integeration from MS CRM to simply accounting? I am mostly interested in the invoicing side of it. Ie. create invoice in CRM fired of...