Tech Support > Microsoft Windows > Windows CRM
Close bulk activities
Posted on January 7th, 2008 | 6 Comments

Hi grizzlytech Unfortunately not at this time. At the moment we are working under pressure at our new addon platform that will be multilingual. Please check regurly our website www.crmaddons.ch to...

CRM should not display Tracking tokens, hide them!
Posted on January 7th, 2008 | 5 Comments

Alan, Thanks for your comments. Out of all the things that we are trying to accomplish, this is one thing that has not been brought up. Who'd a thunk! "Alan Whitehouse" wrote:

Outlook Client makes Settings & Customization menus disappear
Posted on January 7th, 2008 | 2 Comments

If I remember correct it had something to do with cookies... You can try to connect the web client with another address (ex: IP address or FQDN), but you may recieve a login promt then, which could...

Merging accounts
Posted on January 7th, 2008 | 5 Comments

Sorry, I sent you my email address. BTW, enabling READ access in Marketing list didn't help. Let me know if there is anything else I can try. "Bob McMahon" wrote:

Regarding button
Posted on January 7th, 2008 | 0 Comments

An email was tracked to a wrong incident #, which now shows wrongly in the incident history. Two questions here : 1) how to delete this entry in history which does not belong that that incident 2)...

4.0 Duplicate Detection Permissions
Posted on January 7th, 2008 | 1 Comments

Hi, Duplicate rules takes only those records into consideration on which user have atleast read permission. This should be considered while designing/configuring the CRM system. If you are setting...

MS XML 6 & CRM Compatibility ?
Posted on January 7th, 2008 | 1 Comments

Hi Raj, We have MSXML 6 installed which is working fine with CRM. -- Jim Wang - MCBMS Professional - http://jianwang.blogspot.com "Raj" wrote:

Slugs
Posted on January 7th, 2008 | 2 Comments

It should be all lower-case - &task.subject; I think this still works in CRM 3.0, but is there any reason why you can't just insert the fields in Workflow Manager ? -- David Jennaway - Microsoft...

Advanced Find 'Set' queries
Posted on January 7th, 2008 | 1 Comments

I think I found an Advanced Find solution to this so thought I'd update this post for anyone interested. I first did this in SQL using an inner join to/from the xref table and that seemed to work. ...

Searching closed cases and notes
Posted on January 7th, 2008 | 1 Comments

Notes are stored in a separate table from a Case, Account, Contact, etc... So, you need to query (use advanced find) on the Notes table, not cases. The issue will be if you're using v3 that you...

Can't publish custom report to CRM
Posted on January 6th, 2008 | 3 Comments

Thanks for the input Richard. However, I have found the problem, turned out to be my own error: Creating a new datasource which WASN'T shared did actually solve the problem. Only thing was, that when...

CRM Queues should have more than 1 email address (i.e. Aliases)
Posted on January 6th, 2008 | 2 Comments

Hi David: With your suggestion below, you are insinuating that we would still will need to create a queue for each alias email address correct? We have a couple of alias email addresses for one main...

Outlook Client
Posted on January 5th, 2008 | 2 Comments

Hi Nick, Thanks for that -- Dave Marriott DPM Electronics "Nick Doelman" wrote:

Problems going offline
Posted on January 5th, 2008 | 0 Comments

Good morning board, Client: Windows XP Pro SP2 CRM 3.0 Laptop Client with rollup 2, CRM3.0-KB927751-Client-DEU, CRM3.0-KB931270, CRM3.0-KN940653-Client-DEU (SQL 2005 Express Edition SP1) patchlevel:...

Mail template without (GMT+01:00)
Posted on January 5th, 2008 | 0 Comments

Hi! I use the serviceactivities to plan our courses, so in the coustomerfield i have the contactperson and for sending out confirmation I would like to use the "send direct mail" it works fine, but...

Track in CRM Toolbar missing in Word 2003
Posted on January 4th, 2008 | 0 Comments

My client has the "Track in CRM" toolbar randomly appearing and disappearing from MS Word 2003 - any suggestions? CRM 3.0 RU2 Office 2003 SP2 -- Dave

Workflow Quarter Dates
Posted on January 4th, 2008 | 1 Comments

I was not able to come up with a solution in Microsoft CRM 3.0, because it is not possible to dynamically set the Created On or Due Date. In Microsoft CRM 4.0, the following solution will work: The...

Custom entity not appearing in workflow list
Posted on January 4th, 2008 | 2 Comments

Organization and User owned entities can be used in Workflows in Microsoft CRM 4.0. "uMar Khan :: CRM Freelance Consultant" wrote:

Workflow with prior dates
Posted on January 4th, 2008 | 1 Comments

This is not possible in CRM 3.0. In CRM 4.0, you can use a Dynamic Expression. You can set the Due Date of the tasks to be 1 Day before the Appointment. "Jeanne" wrote:

Case Subject match changes to =
Posted on January 4th, 2008 | 1 Comments

Could you provide more information. I created a workflow that triggered on Create (in Microsoft CRM 3.0). I added a condition to the workflow that matches the Subject of the case. The operator does...