Tech Support > Microsoft Windows > Windows CRM
Re: SQL Server migration
Posted on September 4th, 2003 | 5 Comments

Gary, Thanks for sharing this info. It's good to hear it was so straight forward. Have you verified that the replication is working OK with the Outlook client? Matt "Gary"...

Access the web services from non .NET platforms
Posted on September 4th, 2003 | 0 Comments

Does anybody have any success story and/or sample code they can share about accessing the Microsoft CRM web services from non .NET languages such as php or java for example? In particular, I am...

Using RetrieveByObject Method from Access 2000
Posted on September 4th, 2003 | 0 Comments

I have been partially successful at retrieving Microsoft CRM data programmatically using Access 2000. I can successfully use the Retrieve method of the CRMOpportunity object, but I am not able to use...

Re: ActivityTypeCode = Where does this value come from
Posted on September 4th, 2003 | 1 Comments

Document ID: 32608 Date Created: 8/25/2003 Date Last Modified: 9/3/2003 10:17:32 AM Language: English - United States Country: USA Product: Microsoft CRM Versions: 1.0 Modules: Microsoft CRM...

MS Access 97
Posted on September 4th, 2003 | 0 Comments

The opening MS Access dialog box shows existing databases. In this listing are file names which were inadvertently created while experimenting and a database does not actually exist. How can these...

No Reports Available
Posted on September 4th, 2003 | 1 Comments

I installed CRM with no errors and by the book. When I try to view the existing reports within CRM, there is none listed. I am logged in as the admin. Any ideas

Crystal Reports Version
Posted on September 4th, 2003 | 3 Comments

What version of Crystal Reports 8.5 is recommended? From crystaldecisions website I see Standard, Professional, Developer, and Advanced. Which is the best choice or at least minimum? thx, Gary

Work Flow problem
Posted on September 4th, 2003 | 4 Comments

Here is what I want, I have a custom picklist in my contact form. I would like for an email to be launched to a given user when a given item is selected from that picklist. So in other words, lets...

Custom CRM Field Types
Posted on September 4th, 2003 | 7 Comments

Hello, I've been adding custom fields to the Account entity, however one field I'd like to add is a 'Lookup' type and the other is a multi-select picklist. How can I add the 'Lookup' type using the...

CRM mailmerge capabilities, do these capabilities exist?
Posted on September 4th, 2003 | 7 Comments

Does anyone know what, if any, mail merge capabilities exist in the Microsoft CRM package? Thanks, Chris

Auto line advance in Project acctg.
Posted on September 4th, 2003 | 0 Comments

Is there any way to turn off the new 7.5 auto line advance feature in Inventory transfer?

Workflow POST URL
Posted on September 4th, 2003 | 1 Comments

Hi, Anyone tried to post to a URL in workflow with multiple selected items from a manual rule? We have a requirement for users to select specific / multiple invoices and then have some mechanism...

Re: Monitoring
Posted on September 4th, 2003 | 0 Comments

There is not login for CRM. CRM uses integrated security, so it will inherit the security context of process running your monitor. "PC" <who@who.com> wrote in...

Re: Please Help
Posted on September 4th, 2003 | 0 Comments

Mail Merge functionality is only available through the Sales for Outlook client. When you do that install, it will install a few sample merge documents for you. When you say there are no reports,...

Workflow to Assign Territories
Posted on September 4th, 2003 | 1 Comments

Jason, Because Leads do not have territories (which makes absolutely NO sense, IMO), I created my own Pick list field, added it to Leads, Contacts, Accounts, and Opportunities, and then wrote...

Read only fields
Posted on September 4th, 2003 | 0 Comments

If you're doing this in Word, all you need to do is to protect the document and the user will be unable to make changes to the setup of your document. . . Are you in a different program? Leslie

Using the MS CRM standard lookup window in a custom form?
Posted on September 4th, 2003 | 2 Comments

Hi, I am writing a custom web form that I am opening within the ms crm web application. I need to lookup a contact and populate a field on my webform with the selected contact from the lookup form....

Cannot delete an open task
Posted on September 4th, 2003 | 6 Comments

I cannot modify or delete an open task. all other tasks and cases are ok, however there are 2 tasks that we cannot access nor delete any ideas on what we can do? Can I try to delete them in SQL?

Re: Attachment Import
Posted on September 4th, 2003 | 2 Comments

What do you mean import? Via the CDF? Via the SDK? Well, you can always create a note and that allows for file attachments. -Gary <Steve Chambers> wrote in...

MSCRM 1.0 on Windows Server 2003 Evaluation Platform
Posted on September 4th, 2003 | 3 Comments

Has anybody managed to install MSCRM 1.0 Server and create users successfully in the CRM Deployment Manager's User Manager on a Windows Server 2003 Evaluation installation? Any help is desparately...