Is Microsoft Customer Relationship Management 1.0 AND Microsoft Customer Relationship Management Server... one in the same? Is the server product version 1.2? This is critical to understand with an...

Hi, I installed CRM 1.0 on a new server (W2K Enterprise) and I get the following error when trying to access a sales report. Any ideas??? File Repository Server Input is down. I can confirm that...

I am trying to create a workflow rule that will create activity for sales rep when a contract is 45 days before expiration date. the problem I'm having is that I can't get at the expires on date to...

Is there a logging feature in the SDK? For example, to see exactly which APIs are getting called by whom etc. I understand even their UI is using the same SDK - although it doesn't seem to use...

Hi All - I need to attach a document to an email via the sdk. I can create the email, create an attachment - but I can't figure out how to automatically upload the document to the attachment.......

I have customized the 'opportunity' form by adding a custom 'myLocation' field. I would like the 'location' field in an activity appointment to be populated with 'myLocation' from an opportunity when...

Hi, I got some security role issue. I have one root business unit, and there is a sub-business unit called "Sales" under the root business unit. Here is the structure: Root-->Accounting (Sub...

We have over one hundred documents that we want to put into sales literature to organize them for our sales people. Our idea is to have them all in one place and when we are talking to customer who...

How do you do that? I want to require the SIC field to be mandatory. Possible?

Hi, Does MsCRM have any web based UI? We need our sales team access to the CRM database from the internet, Is that possible? Thanks, Ali

Hi, What would be the fastest way to grasp essential capabilities of Ms CRM? What would be the fastest way to learn Ms CRM? Thanks, Ali

Is Outlook 2003 supported with CRM 1.2? I can't find that it's not, but I'm using 2002 and am not having any problems. Another user here is using 2003 and he gets one error after another (when...

Does anybody know how I can e-mail all (other) contacts on an opportunity? So far, itis only the Account that is in the TO (I am using the Outlook interface). Thanks, Jo

Hi, Installing 1.2 on new server and will be moving all my 1.0 data off of the old one. Will i NEED to install 1.0 and then restore the backed up SQL databases then upgrade to 1.2, or can i just...

I once received a toolkit to delete reports for the 1.0 system, and it worked fine. But now after upgrading to 1.2, I can't seem to delete reports using this same utility. Anyone know if there is a...

When I try to run the import wizard I get "Microsoft Outlook cannot be started. Verify that Outlook is installed on this computer." it does'nt matter if I select import contact or leads. could...

I am trying to create Workflow rule with PostUrl Action. Is it possible to post to XML Web Service (e.g. http://loclhost/CRMPostService/StringService.asmx)? What URL exactly do I have to type in...

Hi, I installed MSCRM 1.2 with the wrong Organization Name. So I need to uninstall and re-install. Does anybody have additional documentation for this? I plan to backup all databases, and export...

An activity can be created within a Case by first opening the Case, selecting activities and creating a new activity. Is there any way of creating an activity (for example, from the home page) and...

We are implementing MS CRM 1.2 for a small company who really want use the invoice facility within MS CRM - they are really taken with the process of creating a quote, and then rolling this over to...