Tech Support > Microsoft Windows > Windows CRM
Custom Fields in Crystal Reports?
Posted on January 26th, 2004 | 3 Comments

I have created a number of custom fields using the schema manager in the Deployment Manager and am now trying to write some addl reports but can't see all of the fields. The one's I added a couple...

Case numbering
Posted on January 26th, 2004 | 0 Comments

I have found the auto numbering in 1.2, but it only lets me change the prefix for the cases "CAS". I need to start my numbering at 3500 instead of 1000. Is there a way to change the starting...

sales tax
Posted on January 26th, 2004 | 0 Comments

Can someone show me how to let CRM figure out sales tax of products based on a percentage? Currently salespeople have to figure out sales tax by hand then input into the "tax" field. Thanks.

Microsoft CRM Deployment Manager requires Domain Admin privleges to run
Posted on January 26th, 2004 | 2 Comments

Hi, When attempting to run CRM Deployment Manager I receive the following series of errors; From Microsoft CRM Deployment Manager Domain administrator privleges are required to use Deployment...

Adding Fields and Tables to MSCRM
Posted on January 26th, 2004 | 5 Comments

Is there a link or some reference on the ability to add fields to existing tables in the CRM database and/or adding complete tables to the CRM database?? I am asking this from the point of view...

Email Template Attachments?
Posted on January 26th, 2004 | 2 Comments

I need to send out next month's training schedule to several hundred customers in our base that want email notification of classes. I went to set up a template with a PDF of the schedule attached...

CRM installation
Posted on January 26th, 2004 | 4 Comments

I am attempting an installtion of CRM 1.0 in a Win2k environment. During the server setup I receive the following error: Failed to install MS CRM Server... Failed to create Microsoft CRM...

Trouble loging on to APS
Posted on January 26th, 2004 | 3 Comments

Hi I'm customizing and creating new reports that I plan to deploy into the CRM system. My problem is that I'm unable to logon to the APS as administrator as the system does not accept the default...

ACT! migration using CDF
Posted on January 25th, 2004 | 2 Comments

So has anyone succesfully migrated ACT! records (including NOTES) over to MS CRM without using SCRIBE? Just the CDF - if so how did you get the records out of ACT! into the CDF database? Could...

Web Access failure
Posted on January 24th, 2004 | 4 Comments

We installed CRM 1.2. All seems to be working except for Browser access from Win2K Pro and Win XP workstations. We can access the URL from the CRM server and othjer Win2003 Servers. Sales Outlook...

crm Client and TS Server
Posted on January 24th, 2004 | 1 Comments

Hello Group I wanted to install the CRM Outlook Client on our Windows 2003 Terminal Server - the msde and client runs great under the admin account - but no user can use the client. There are no...

Microsoft Business Contact Manager for Outlook
Posted on January 24th, 2004 | 0 Comments

I am having problem during the initial stages of installating Microsoft Business Contact Manager for Outlook, on my lap top which is a stand alone machine and is not part of a network or connected to...

Print Quote Button
Posted on January 24th, 2004 | 1 Comments

We would like our sales people to be able to click the Print button on the Quote screen and have a quotation printed in our quotation format with logo et al. Does anyone know where to go to override...

CRM E-mail in Outlook
Posted on January 23rd, 2004 | 4 Comments

The CRM E-mail button added to Outlook builds an email form that does not allow me to select a Contact from CRM Contacts. When I click on To: my normal Outlook Address Lists are available but not...

Crystal Report Viewer Issues
Posted on January 23rd, 2004 | 2 Comments

Hello-- Has anyone had a problem running reports in CRM 1.2 that results in an error saying "Information is needed before this report can be processed" whenever a user tries to open a report? I am...

will CRM load on a 2003 server?
Posted on January 23rd, 2004 | 6 Comments

will CRM load on a 2003 server?

Has anyone ever use this service before?
Posted on January 23rd, 2004 | 1 Comments

Ignore this. -- Jürgen Beck MCSD.NET, MCDBA, MCT www.Juergen-Beck.de

WorkAlerts! for CRM
Posted on January 23rd, 2004 | 0 Comments

www.workalerts.com Have you seen this product? It sits on any business application (including CRM apps), and can basically create very nice emails, pages, etc. notifications. It can pull...

Report Difference in CS- Standard and Professional
Posted on January 23rd, 2004 | 1 Comments

Hi I would like to know the differences between the reports in the Customer Service Standard and Professional Module. Any help is appreciated , Thanks in advance

ms crm fr
Posted on January 23rd, 2004 | 3 Comments

hello, we are begening with ms crm (the french version). how can we put the word files on line in a new database thank you Erick