Hello, We installed the CRM1.2 on the same server with exchange. Everything is working fine except that the CRM users can not see incoming emails inside CRM although these emails are CRM emails. Can...

Hi I used the articles mentioned in one of the previous post to make changes to the phonecall form. I saved the form,published the customisation using deployment manager and restarted the IIS , but...

I made a very simple form page: In Settings -> System Customization -> Cases, I selected teh "Customize Form" link to make changes to the "out of the box" forms that ship with CRM. For this...

Hello, We have a user who wishes for the historical activity list associated with their contacts, etc. to sort by date, rather than by subject. When selecting the view to sort by "status" it...

Hello, I'm trying to create a Quote report that we use to print out and send to our customers, but I've been trying to get the individual notes attached to each quote to appear on the report also,...

Hi, I need to customize the invoicedetail form. Specifically, I need to add a new tab to the right of the General, Delivery and Address tabs. I have played with the ISV Application integration...

My customer wants to do a one-off load of the company Global address book and then to sync changes, additions between CRM & Exchange. How can this be done. Many thanks, Karl.

sadfewd

Has anyone ever see the message: "Informatin is Needed before this report can be processed " and the "Max Records Count has ben exceeded" when running a report. Does anyone know how to get around...

Hello, I could see the following error in the event viewer. A platform error message was encountered. Subject: 'tututuu' Platform Error Code: 80040e4d Platform Error Description: 'Login failed for...

Hi I just installed CRM with demo database when i try to add the users i am getting the following errors anyone seen this before Ke User 1 ( Administrator ) failed : Access is denied (80070005) -...

Is it possible to add a Picklist ( drop down box ) to a custom form, which has a list of products?

I have two picklists. One using industrycode in Leads, one a custom field in opportunities. They are mapped. They originally (and always should) have the same values in the list. Several of them...

If you modified the CRM schema you'll need to publish it from within the integration Admin too. This may be your issue.

We offer our resellers a 50% disocunt on product, and 15% off of support. how do i set this up? Not all sales are reseller sales, so I wnat to be able to have the option to apply this discount or...

How can I distingusih between contacts? IOW, I want to create some contacts that are employees, some are vendors and some or clients. Is there anyway to identify contacts by by these groupings?

Please can someone help me or point me in the right direction over an ongoing problem I have. Whilst using the Internet, I constantly get a Microsoft Message pop-up on the screen saying the...

How is it that Microsoft made a product, CRM 1.2, that has columns where you can only adjust the width to be smaller? Moving the margin of a column in EITHER direction makes the column smaller. This...

Hi, I am trying to re-install SFO on a sales reps laptop after rebuilding his Outlook profile. When I get to the section where I specify the CRM server it says it cannot find it. I checked the...

I am trying to install the CRM 1.2 Outlook client on Outlook 2003. I get a message during installation saying Outlook 2003 is not supported, and when I start Outlook I get the error 'An error...