I have a basic handling of CDF and have successfully migrated over data. But, I'm wondering how does CDF handle data that needs to be linked to data that is currently in the working CRM? For...

Hi, I added some custom fields to the lead object one of them beeing a date field. I can see all custom fields in "extended search" and all but the date field in the workflow manager "insert action"...

We recently purchased a new server with Small Business Server 2000. SMS 2000 comes with SQL Server 2000. The issue is that we are upgrading to Great Plains for MSDE. The issue is that Great Plains...

We're looking at purchasing MSCRM. One of the things we need to be able to do is integrate between CRM and our archaic accounting system. If anyone can answer my (hopefully simple) questions, I'd...

I finally got my license key and I added my 5 users, but I found that I had the wrong list and they now want me to drop a couple of users and replace them and change the roles of some of the other...

I am fairly new to CRM. I can see that I can import Exchange contact data into CRM, but is there a way to just use an exchange public folder contact list for both Exchange and CRM, or some other way...

Is there a way to cause the preview (small triangle) to activate for all notes on the contact page? We would like to see a preview of all notes on the same page. Thanks for your help!

I realise that a lot of people will be using the Web client, but for those of us that are lucking enough to be able to use the Outlook client it would be nice (almost esential) to have the ability to...

I installed the windows xp upgrade. Now when I open Word, I get the message that it was opened with macros disabled and I need to close it and reopen it with macros enabled. I'm not sure how to do...

Any word yet on whether or not CRM Outlook client will work with Office 2003? -- Brandon IT Director Office Equipment & Supplies at http://www.presentationsdirect.com

Hey I'm hoping someone can help me. I got one user on my netwrk, whenever she opens outlook, it opens word with it. It doesn't open any word document, just the blank program itself. Please let me...

I have a computer running Windows 98 with Real World Accounts Receiveable on it. I am using my Roxio Software to back up the files to a CD-R Disk. I restore the files from the CD-R Disk to my...

Does anyone know if there is a way to export reports as Rich Text Format (*.rtf)? or exporting to a CSV? We have a customer that still uses Wordperfect, and exporting to an Excel or Word Doc may not...

The whole system? CRM compromises of Exchange, SQL, the AD/GC, and CRM itself. I'm assuming you would have to move all of them because they have to be in the same domain?? I'd be more worried about...

On a new CRM installation, when I try to add a new competitor, contact or account, I get the error "Error: An error has occured. For more information, contact your system administrator". In event...

We are trying to install Microsoft CRM Server for testing purposes on a Windows Server 2003 machine. I have install all the needed software, including SQL Server SP3, IIS, Indexing services, Message...

I am trying to import leads into the MSCRM system and it fails. System error import is exiting... Has anybody successfully tried importing using this tool? If it works, Can it be modified to import...

That one did! "Jeanette Thomas" <jthomas@tachyonsolutions.com> wrote in message news:793b7b39.0309030438.6d4ddc14@posting.google.com...

Hi- Can anyone help?? I am trying to install IE6 sp1 and it is erroring out saying that install cannot complete, close all programs and run again. I have no programs open at the time of install. I...

Hi I want to be able to select/filter my Outlook contact database--"pulling" a specific Category of contacts out to send an email to. This would seem a more logical way to "distribute" an email as...