I setup a sample customization on the opportunities screen in v1.0. It shows up fine when i pull up an opportunity in the web client. However, if I pull up Opportunities in the outlook sales...

Does anyone have any real world numbers on proper sizing for an SBS Premium machine running the included Exchange, SQL Server, and CRM 1.2. My current client has a Xeon single proc 2.4 Ghz with 1...

Just installed 1.0 and can't seem to locate the Product Catalog anywhere. Help doc says: a. On the Home page, click the Settings side tab. b. On the Settings page, click Product Catalog and...

Greetings, A colleague and I have just completed the MS CRM Installation & Configuration course, and a few issues were brought to our attention which, to be frank, are worrying. The biggest worry,...

I get a metadata cache error when using CRM Sales for Outlook Client in a offline state and looking at the 'accounts'. Once online I'm fine. Any ideas on what is causing this?

Is there a way to configure or install the CRM workflow manager so that it can be run from a client workstation. I am having to either go into the server room and run from the server console, or do a...

I am testing CRM in preparation for becoming an ISV, and have run into this situation: * By mistake, I marked an invoice "Paid in full." * After catching my mistake, I tried to reverse the paid in...

Just got the CRM 1.2 CD today. Anyone know where I can find the list of enhancements? The enclosed letter say to goto CustomerSource, but I can not find anything there at all. Thanks

I have built a custom web page that is part of the Accounts form. I have implemented it using the isv.config and it works fine in the web interfate of CRM. The issue is that is does not show up in...

Hi Has anyone fouund a way to disable an out if the box view. You cannot delete them, and when you customise them you see a message telling you that you can disable it from the Actions menu but I...

The SDK provides references to the XSD schema that can be used for writing CREATE or UPDATE statements. How do you go about updating a custom field that you've added to an entity. Specifically, we...

Are there official books for the MS Certification Exams? I'm looking for the ISBN numbers for them. The most important one for me is the customizations certification. Thanks in advance, RBakkers

Has anybody implemented MSCRM where Lotus Notes is the primary email server and then forwards mail sent to specific mail addresses to the Microsoft Exchange server. Both servers would be in the same...

Can someone please explain what is meant by the following statement? 'Service requests: Automatically associate incoming support inquiries with the appropriate case. This statement seemed to appear...

I want to add this feature to our system but i only want our internal clients to be able to email out to clients but the clients will not be able to email into our system.

I keep being told that 1.2 Integration is NOT available yet, but I received a CD a couple days ago (along with the 1.2 CRM update) that said 1.2 integration. So I'm a bit confused. Is 1.2...

Running Office 2003 on WinXP MS CRM 1.2 Int.eng. is running on a 2003 server MSSQL 2000 running on a Win2000 server Exchange 2000 running on a Win2000 server After a succesful implementation of MS...

Hi, If you inactivate an account, contact or opportunity and do a basic Find those records do not appear in your results. Even if your dropdown is set to "Inactive Account/Contact/Opportunity". I...

I installed CRM 1.2 on an SBS server for the first time last week, and things seemed to go just fine. However, as soon as I left (of course), any attempt to log in to CRM via the Web displays the...

Does anyone have an opinion on which distributors offer the lowest prices for purchasing CRM? Ingram? TechData?