Tech Support > Microsoft Windows > Windows CRM
Converting Leads
Posted on January 30th, 2004 | 1 Comments

I have about 1,500 leads that I need to convert to accounts. Is there a way to convert them all at one time? Or do I have to convert each lead one at a time? Thanks.

Install Sales for Outlook Client
Posted on January 30th, 2004 | 2 Comments

Hi As what user do i have to be logged in with when i install the Client? I installed as one of the users in CRM, then i logged out and logged in as one another user in CRM, then the toolbar in...

Outlook client synchronisation
Posted on January 30th, 2004 | 2 Comments

hey there, Got a problem in synchronising items with CRM and the Outlook client -- the tasks I have assigned to Opportunities do not appear in the Outlook client. Not sure if this is a config issue...

Auto-Uploading Attachments
Posted on January 30th, 2004 | 6 Comments

Has anyone been successful in creating attachments programmicaly and uploading them? I have tried uploading a byte array but I get the error: Object must implement IConvertible.... Thanks Kristina

finding the current logged in user
Posted on January 30th, 2004 | 8 Comments

Hi, how would i get the id of the current logged in user in javascript? Thanks

More email issues
Posted on January 30th, 2004 | 1 Comments

Hello-- I have read through the previous posts about email problems but my issue is a little different. When a user tries to email, the user gets a "Missing CRM Key" error. When I check the event...

CRM and Solomon Reports
Posted on January 30th, 2004 | 0 Comments

Has anyone been able to create a Crystal Report that could join a CRM table and a Solomon table in one report and launch that report from CRM or Solomon? I'm able to create reports that run in...

SDK get fields and attributes
Posted on January 30th, 2004 | 4 Comments

Is there a way through the SDK to get the field names and types for an entity such as contacts. I need to be able to produce a field list for a query and be able to also acess their possable pickList...

Development Environment?
Posted on January 30th, 2004 | 8 Comments

What method are you guys using of building a development environment with separate customizations and databases?

RE: Installation of CRM Outlook client v1.2
Posted on January 30th, 2004 | 3 Comments

Hello happy hunters, BACKGROUND INFO Having serious issues installing the Outlook CRM client v1.2 on a Windows 2000 / Office 2003 (Certified Partner copy). Have the Server v1.2 installed on a...

joy to your life
Posted on January 30th, 2004 | 0 Comments

Today we have higher buildings and wider highways, but shorter temperaments and narrower points of view. We spend more, but enjoy less We have bigger houses, but smaller families. We have more...

Security Issues for Order-Product Relationship
Posted on January 30th, 2004 | 0 Comments

Hi guys, In the Orders navigation tab, there's always the Products tab and the New Order Product button is always there regardless of the security granted. What I need is to make the New Order...

MAKE NEW FRIEND AND NOT MONEY!!!
Posted on January 30th, 2004 | 0 Comments

Money is not everythin It can buy you a house but not a home It can buy you a bed but not sleep It can buy you a clock but not time It can buy you books but not knowledge. It can buy you blood but...

CRM Sales for Outlook could not go offline. CRM Server not found.
Posted on January 30th, 2004 | 0 Comments

Hi, The error message is in the subject. Mostly everything I've tested works except for that. I can't get data when I turn on my notebook without the cord plugged in. It shows an error and tells...

Sales for outlook setup cant find server...
Posted on January 30th, 2004 | 2 Comments

Hi, I have done a new install everything is now working great thanks to this newsgroup, i have one last problem though. I have loaded sales for outlook and when it comes to entering the server it...

Missing Outlook Toolbar
Posted on January 30th, 2004 | 2 Comments

Hello, I have run into this issue on one of our PCs where the MS CRM for Outlook toolbar was accidently deselected from the list of toolbars. If you try to add it back, it is not there to reselect...

Workflow Engine -- Firing on Change to a Field in Existing Record
Posted on January 29th, 2004 | 0 Comments

Hi, Has anyone found an acceptable work-around to fire off an automated workflow rule when a value in a field of an EXISTING record changes? Out-of-the-box you can only trigger rules to run when a...

Email Routing
Posted on January 29th, 2004 | 0 Comments

Our incomming emails are not being routed to CRM. I read the troubleshooting tips given in previous postings. Everything checks out except...

Quantity on Hand update
Posted on January 29th, 2004 | 1 Comments

Does the 'quantity on hand' ever get updated automatically when a product is sold? The Quote, Order, or Invoice stages don't seem to have any effect.

Microsoft Business Solutions CRM Performance Test White Paper
Posted on January 29th, 2004 | 1 Comments

Hello, Microsoft Business Solutions CRM Performance Test White Paper Sales force automation workload for up to 1000 system users leveraging Hewlett Packard...