I have a similar problem. I am not very techie. by default I get to be the administrator and IT person. I did figure out the tray that slides out is a DVD player and not a cup holder. ;-) I followed...

Is there an "Adventure Works Cycle" (or equivalent type of) key? ie a key we can use for small scale development that doesn't expire? Thanks "John O'Donnell"...

Hi, Close Opportunity screen is based on system entity "Opportunity Close". Display Name of attributes of this entity cannot be changed. You will have to look for some other workaround to implement...

Thanks....I will give it a try. -- Paul Doyon CRM Consultant "Jevgenij Martynenko" wrote:

I need to change the Source Campaign on an Invoice and an Order but the field is locked. I tried to enable the field on the form but still cannot make changes. Any ideas beyond direct edit of DB?

If your workflow fires when the status changes on the opportunity record, you should be able to update the account record from the workflow with one basic limitiation: the values have to be the same...

Oh, in this case it probably will, since FilteredViews use CRM security settings while accessing data. But, as far as I can tell without viewing a code, the script itself has a problem when there are...

Hello, CRM 3.0 Small Business Edition had Fax Integration with Windows Shared Fax Services. Is it available in any edition of CRM 4.0? I can't find a single word about it in any guide. Thank you in...

It would by nice if you share youre solution with us. Thanks "Toi Day" wrote:

Can you share the errors that you are seeing? "markcc" wrote:

If you hadn't received your answer. Here is one. - Make sure that your are online - Choose CRM/Local Data from the top menu - Double Click the Record that says "My Contacts" - Delete the "Owner...

Could you provide us some more information regarding your environment. Is it Lightclient.msi CRM 3.0 for Outlook? On Windows XP/Vista/Service Pack/Internet Explorer 6/7/7+ with what settings in...

They all need licences - I hope you have that covered Just route the appropriate port thru your your router - https would also be appropriate Pete "Sara" <Sara@discussions.microsoft.com> wrote in...

AAA, If you want to see Dates from anytime prior to the present day, using the Last X Years will suffice. "AAA" wrote:

Thank you very much. Exactly what we were looking for. Jason "Scott" wrote:

Paul, <> is equivilent to != "Paul T" wrote:

Login as someone with the CRM System Admin role, go to Settings, Customization, Customize Entities, open the Contact entity, click on 'Forms and Views', open the "Form' view. Under "Common Tasks'...

The workflow engine in CRM will only call .net assemblies, so you would have to write one in C#, using the .net 1.1 framework. You can download the CRM SDK, which includes sample code in C# and...

If you want to gain buy-in, any workflow you create that solves a current problem will be received much better than a "demo" workflow. Some easy ones are Escalation/Follow Up workflows. As an...

I figured I might post this myself. Here's the script that filters the Products by pricelist; //Declare Variables. var lookupItem = new Array; var PriceListID; var PriceListName; if ((window.opener...