- Customize Initial Contact View - all contacts - 50/100 View
- Posted on May 12th, 2004 | 0 Comments
Thanks in advance for any help. Id like to customize a view. The view is from the sales tab - click contacts. This is the view that shows 50 contacts at a time - unless you change it to 100. By...
- printable quotes, orders and invoices
- Posted on May 12th, 2004 | 2 Comments
hi everyone, We're very disappointed with the print quality of the quotes, orders and invoices. Any hints for improving these and making them actually usable? Thanks! Mike
- Problem installing MS CRM 1.2
- Posted on May 12th, 2004 | 0 Comments
When I try to install the CRM I receive the next message: "Microsoft CRM Server requires Microsoft Data Access Components 2.71. Intall mdac_typ.exe and try again." Well I have SBS 2003 and I have...
- Searching the share list .. can it be done?
- Posted on May 12th, 2004 | 2 Comments
Hello everyone! We use sharing quite a bit in our installation of CRM. We do this because our Sales people are grouped in teams, so adding the corresponding team to share list allows all team...
- user manager error
- Posted on May 12th, 2004 | 5 Comments
i can't run the user manager within deployment manager. It tells me the localhost is unavailble or i don't have permissions. I am running sbs 2003 premium server, i have checked the tech knowledge...
- Activities and Cases
- Posted on May 12th, 2004 | 0 Comments
1-like I cause that mails created from a case has in subject I number of CASE? 2-Las generated answers to mails from the CRM, are not added like activity to the CRM Thanks
- Direct CRM Database Query
- Posted on May 12th, 2004 | 2 Comments
Can I use MS Query to read the _MSCRM database in CRM?
- ASP.NET page to access CRM store
- Posted on May 12th, 2004 | 6 Comments
Hi, I am writing a web application to talk with the CRM store. I am having problems authenticating and running a query. Here's my code. bizUser.Url = strDir + "BizUser.srf" Dim credentialCache...
- Re: Security Principal
- Posted on May 12th, 2004 | 0 Comments
Hi, please check if the mscrm security service is running! Are you using any kind of firewall between the client an mscrm server? If yes, open all prots which are recommanded! -- Ich hoffe, das...
- How configure exchange to convert all incoming emails in CRM activities?
- Posted on May 12th, 2004 | 6 Comments
Hi everybody, When I go to tools/options/activities and click in the option "converting all incoming emails" a dialog inform who is necessary server additional configuration. Well, I am looking...
- books and sites
- Posted on May 12th, 2004 | 1 Comments
hi all, Can anyone recommend some good reference books about MS CRM 1.2? Also any good online resources? Thanks! Mike
- Case and Incoming Phone Call
- Posted on May 12th, 2004 | 0 Comments
Hi there! Is there a way to Add a Related Case from the menu Action from a Phone Call? I want this button to open a Case which will have pre-selected the parent Account of the Contact who initiated...
- customization (repost)
- Posted on May 12th, 2004 | 7 Comments
Hi, I'm new to MS-CRM and tried to implement the example of creating a business unit but am not able to get it to work. Can someone help me out in this?Is there any particular way to execute this...
- CRM Task button not working
- Posted on May 12th, 2004 | 1 Comments
CRM Task is the only button of the crm toolbar that does not work on SFO. I was able to assign a task to the user/client that the task button is not working and I am not even able to open, move, or...
- MS CRM Collaboration Resource site
- Posted on May 12th, 2004 | 0 Comments
For all workflow XML contributions...sales process templates/examples, interesting MS CRM Documents, links, etc....join http://groups.msn.com/MSCRMSolutions ;)
- generate own customer number
- Posted on May 12th, 2004 | 1 Comments
How to generate my own consecutive customer number in an self definied field? Marc
- create user message
- Posted on May 12th, 2004 | 1 Comments
hi All I want to create a message box after the user presses the save button (anywhere). it looks like the CRM does not support this. the post action is not suitable since the client disconnects...
- Roles and BU
- Posted on May 12th, 2004 | 3 Comments
Hello, I already installed our CRM and created the roles we need. Now I want to create the BU. There are 20 users and 8 BUs. Our BUs are going to change next year. What is the best: 1 all users are...
- html emails
- Posted on May 12th, 2004 | 5 Comments
Hi everyone, Is there anyway to add graphics and advanced formatting to CRM mail templates? I understood that this was an option in 1.0. Has it been removed? Thanks in advance, Mike
- List
- Posted on May 12th, 2004 | 4 Comments
Just wondering if there is a way to create a list for an account... Basically we sell software, and each account has several license keys. I want a Tab ( license ) which has a list with...

