Tech Support > Microsoft Windows > Windows CRM
CRM - User Information
Posted on August 12th, 2003 | 1 Comments

Can anyone advise me : 1. fastest quickest way to get quick review of the CRM product from user point of view? Is the online tutorial at $25 per 20 mins worth the cost 2. does the system include...

Exchange Integration with MS CRM
Posted on August 12th, 2003 | 13 Comments

Hi all, I'm having problems trying to send messages in CRM. Is there any special configuration to do with Exchange ? I'm receiving the following message when send an email activity: " Error An...

MSDN D/L of CRM 1.0
Posted on August 12th, 2003 | 0 Comments

OK, got this installed, presume somewhere I can get a license key so I can actually evealuate this, but where?

Setup Error
Posted on August 12th, 2003 | 3 Comments

While runnig setup i got the following error Failed to install MS CRM Server. Failed to provision your initial business. Failed to create organization. Unknown error (80040E07) How can i fix this...

Running WF Rule from Jscript
Posted on August 12th, 2003 | 0 Comments

Has anyone figured out how to run a WF rule from a script? I want to run a WF rule depending on the pick list value selected. I can make this work in WF using a Create rule that waits for the pick...

How to Activate a Quote?
Posted on August 12th, 2003 | 1 Comments

I'm wanting to "activate" a draft quote in CRM. I've selected the quote from the list and gone to the "Actions" menu, but there's no option to activate the quote. What could I have done...

Sharing Contacts w/ a team and CRM Outlook Client
Posted on August 12th, 2003 | 1 Comments

In order for a contact to sync w/ Outlook in CRM it has to be owned by a the user or shared to the user. What about when sharing the contact w/ a team, and the Team members go offline the contacts...

XML Parser Error: XML document must have a top level element
Posted on August 12th, 2003 | 0 Comments

Hi all, I'm getting this messagen when trying to create some instance of any instance. Does anyone knows what's goin'on ? Thanks, Hugo

Global IME with Office 2000 & Windows XP
Posted on August 12th, 2003 | 0 Comments

I would like to install Global IME for Office 2000. When I install Global IME 5.02 it not work because I'm using Windows XP platform. When I install Global IME for Office XP it need Office XP to be...

ASP.NET Question
Posted on August 12th, 2003 | 1 Comments

Hello, Does anyone know if MS CRM uses an iFrame to display the result sets of Leads, Accounts, Contacts, etc, which is a ASP.NET datagrid. I need to build an application that needs to look similar,...

Crystal session ticket needed?
Posted on August 12th, 2003 | 2 Comments

I've been running and customizing reports for a few weeks now without any incidents. Suddenly, I try to run a report and I get an error: "Unable to retrieve a Crystal session ticket for access to...

Email Not Routed to CRM
Posted on August 11th, 2003 | 1 Comments

I am having trouble with the Exchange Router. It appears that we can easily send email out of the CRM, but responses to emails sent from the CRM only show up in Exchange and are not tracked in the...

Great Plains Information
Posted on August 11th, 2003 | 1 Comments

I am looking for the latest information on Microsoft Great Plains 7.5. I am also looking for a section called industry update and Knowlegesync on the MBS website. thanks.

Re: Outlook CRM XML error
Posted on August 11th, 2003 | 0 Comments

I know there are issues of making sure that you have MSXML 3 and 4 installed on the server. I don't know if this applies to CRM client for outlook or not. You can do a search for msxml3*.* on your...

Exchange coexistence
Posted on August 11th, 2003 | 1 Comments

Hello- I realize that installing AD, SQL Server, and CRM Server on the same physical server is not a recommended configuration, but I was wondering if SQL Server, CRM Server, and E2k Server could...

Subject Manager
Posted on August 11th, 2003 | 1 Comments

We have a fully working CRM, and everything seems to work, but I cannt view the Subject Manager unless I goto the CRM server and run locally (http://localhost). Now I know this Tech Note...

Re: Customize Activities Forms
Posted on August 11th, 2003 | 0 Comments

You cannot customize activities/notes form in this version. There is an add-on at www.c360.com. Sal "Tony Ruffo" <tonyr@i-gen.com> wrote in message news:080501c36015$3a2a5b60$a401280a@phx.gbl...

Customizations Export/Import
Posted on August 11th, 2003 | 1 Comments

I customize MS CRM on test environment that is using business unit 'Adventure Work Cycle'. Will it be safe to export all my customizations to the production environment that will use my original...

Activating /Deactivating Accounts
Posted on August 11th, 2003 | 0 Comments

Accounts may have a Status of Active or Inactive. You can edit Active Accounts and they may be Deactivated, making them Inactive and Read Only. You can Activate any Inactive Account if you decide...

Re: Publish MSCRM Server behind ISA server ?
Posted on August 11th, 2003 | 2 Comments

On Wed, 6 Aug 2003 11:15:46 -0400, "Gary Gauvin" <ggauvin@gauvintech.com> wrote: Yes I'm assuming the ISA is working OK with an external IP address set and is listening on that IP address - right...