I have not seen anything in the documentation relating to this. Is it possible to install the Sales for Outlook client onto a Citrix or Term server in order for multiple people to use the Citrix...

I need to edit some reports, but I can't connect to the APS. What would the default name of the APS be. I set up CRM "by the Book". Any help would be appreciated. Thanks

Hi I have installed Microsoft CRM on a Windows 2000 Server environment. SQL Server 2000 has also been installed previously. While installing CRM, the server name was specified (it took the machine...

I have instantiated an email from a template - but what do I do with it from there? I want to create an email from the template and send it to someone (not the template send - that is bulk and no...

I am experiencing a problem with certain records within CRM that will not open. The system will try and try to open the record (pinging out two processors) until it finally times out. This is only...

When I attempt to assign an account or opportunity I created to another user on the system I can't see anyone else to assign it to...?? The list is blank... We have 5 users testing our CRM, each can...

I'm not sure I understand the logic behind not allowing activities to trigger workflow rules. I would like to do a couple of things that the designers of the product apparently felt I shouldn't be...

Hello All - We have noticed that none of the dropdowns etc that "Default" are populated on a new account when converted from a lead. Only if the account is created on its own. Anyone else...

Help, I have built a test SBS2k3 server that I want to test CRM on. The installation has gone through OK and I can access CRM. I now want to import the Sample Data in to the CRM but each time I...

Hello, I have installed MS CRM 1.2 on my Win2K server with SQL2000 SP 3 and ..NET Framework 1.1. I didnt installed Exchange Server though. When I went to the Deployment Manager > User Manager >...

Hi We are having a problem with producing a mailmerged quote document from the outlook client. I know that you cannot add any custom fields into a mailmerged word document, but I cannot seem to add...

hi, please see the below scenario, when user1 creates an record in contact,say status(New)...and another user2 views the record and changes the status to (old) thru an rule. for this action i...

Hi, In Work flow manager I created 2 rules(check conditions and wait for timer) and applied those rules to the contact list… but after creating the rule I manually selected few contacts from the...

Have just got to the point of installing Microsoft CRM Sales for Outlook 1.2 and get this error message "Setup has failed because of an error. Setup was unable to read the product language code from...

Hi, In Work flow manager I created 2 rules(check conditions and wait for timer) and applied those rules to the contact list… but after creating the rule I manually selected few contacts from the...

Hi, Does the new version of Microsoft CRM support basic auth. Any information on the same will be very helpful. thanks AG

Hi, I don´t know if this is the proper group to make these questions, if it isn´t I beg your pardon. Microsoft is ready to launch Microsoft CRM in SPAIN. We are an IT consulting firm focused on...

We ran into an error message when trying to view any report "Information is needed before this report can be processed". This just after upgrade from Windows 2000 + CRM 1.0 to Windows 2003 + CRM...

Maybe I am missing something but is there anyway to add a product to a kit and then specify the quantity of that item? For example: Stereo System 1 has 25 feet of speaker wire, 5 speakers,...

I would like to send an email with an attachment via the "direct email" tool but cannot find any way to attach a document to a template. I run a query to develop a list of recipients and then send a...