The CRM E-mail router provides an interface between MSCRM & Exchange. The router takes a copy of the message and determines whether the message is relevant to CRM. If so, the message is delivered to...

How can I import contacts from Outlook without creating Accounts (Company in Outlook) Erik

Hi all, we've implemented MS CRM 1.2 to manage the activity of the salesrep. I work on indirect channel (e.g. Vendor - Reseller - End User). The salesrep works on resellers (Account) but I need to...

If you export customizations after your initial install of CRM we'll call that org.xml Then add a custom field and modify the form and start inputting data. What happens if you import the org.xml...

Hi, I am trying to create a workflow rule in contracts. I have a dropdown list on the main level (as opposed to line item level). How do a create a workflow rule for creating a task, if a certain...

Hello, I'm not an IIS expert, so excuse me if this seems like a question I should know the answer to. I was trying to use the CRM 1.2 SDK and was getting a HTTP 405 Not Supported errors from the...

Hi does anyone know what's the max size for a sales document attached to the sales literature? TQ CORCEL SYSTEMS SDN BHD, www.corcelsystems.com

I am running a test of CRM 1.2 from MSDN Universal and I am having a number of minor strange issues. Is there a list of known problems, and workarounds posted anywhere? Have any patches been issued...

How can i configure CRM e-mail router to receive mail's for each user? CRM Guru's Please Help!

Hi Hank, believe it or not, it's sorted by SavedQueryId (the GUID), and there is no way to change it! Mike "Hank" <hank.stallings@NOSPAMMERSproducealliancetn.com> wrote in...

Is there a way that you can tell what version the database is? (either 1.0 or 1.2) I need to backout the 1.2 upgrade and restore the 1.0 databases. I did the upgrade at about the same time as the...

Hi everyone, I am testing Version 1.2 and in trying to create a new sales literature, in the new sales literature form, there is a subject field. The subject field must be filled in to create the...

How does a customer service manager monitor her individual CSR queues from within her workspace? Can their be one master queue that can be accessed or does she have to monitor each queue...

I recently purchased the action pack subscription and am evaluating CRM standard suite. We're testing with a few different business units and I'm curious if anyone knows once we're satisfied with it,...

Hi, I tried to use the DMF to migrate simple data in the CRM. But it failed. It is a very simple scenario. I have a csv-File with only an AccountNumber and Name. I tried different cases. First the...

I have just imported a couple thousand leads (These are actually known accounts, importing and converting seemed to make more sense than DMF at this point) Is there anyway to mass convert to...

Hi all, I need to set up an email account like support@company.com and have all the emails to that address converted as activities in CRM. Can somebody help me to resolve this or can you recommend...

The CRM E-mail router provides an interface between MSCRM & Exchange. The router takes a copy of the message and determines whether the message is relevant to CRM. If so, the message is delivered to...

When I use the Credential method in the CRM SDK, I will receive an error message: Error Message: CS0117: 'Object' does not contain a definition for 'Credential'. I also tried this...

Has anyone found some method to attach a Word Document to 20 or 50 (or more) Contacts that CRM 1.2 has done a Mail Merge on? We are using Office XP on Windows XP workstations and we are on CRM...