Tech Support > Microsoft Windows > Windows CRM
CONTRACTS: delete
Posted on November 2nd, 2007 | 4 Comments

our CRM team keeps telling me this is a high risk to the database, to SQL. We are needing to be able to edit contracts and are not able to when they expire. What does this script look like, and are...

Connector with Dynamics Nav
Posted on November 2nd, 2007 | 4 Comments

Hi, We currently have the same setup as you, crm 3.0 and nav 4.0. We use scribe to interface between the two and it works great. Have a...

Reopening an expired contract
Posted on November 2nd, 2007 | 1 Comments

I have the same issue, I need to be able to update the version # (a field we have in our contracts) and the dates. I also need to be able to update or renew an expired contract for it to read...

Next/Previous items buttons
Posted on November 2nd, 2007 | 1 Comments

Until Microsoft adds it, maybe this will help a bit: http://www.cwrmobility.nl/weblog/2005/12/adding-nextprevious-buttons-to-entity.html HTH, -- Jeffry van de Vuurst CWR Mobility...

Email Tracking in CRM
Posted on November 2nd, 2007 | 0 Comments

When we send an email from Outlook and "track it", it places the email in History for the account associated with it. How do we make CRM use the sender of the email who is the OwnerID (created by)...

Problem when customizing ISV.Config File
Posted on November 2nd, 2007 | 1 Comments

When you export customisations from CRM it wraps the content withina couple of additional tags - from memory I think they are <ImportExportXml> One solution is to export your current ISV.Config, and...

MOC 8529A - CRM - Activate Ready Server - Virtual PC2004
Posted on November 2nd, 2007 | 1 Comments

Make sure you are entering the product key in the right area. You aren't activating at that point, you are entering in new productkey which is a different set of screens. -- Matt Parks MVP -...

Outlook Client - Mapping - How does it work?
Posted on November 2nd, 2007 | 3 Comments

Not sure what you are looking for. The code maintains a static list of fileds that it maps. Those are the fields is copies between the 2 systems. Any more specifics on "how" this works would...

Service calendar Views?
Posted on November 2nd, 2007 | 3 Comments

Is it then possible to set this new view as the default view in the Service Calendar? I'm trying to avoid clicks from my users having to systematically change the view when they go in the Serv...

Reporting Question
Posted on November 2nd, 2007 | 4 Comments

I'm not sure I know what you mean by this. I am new to CRM reporting so can you be more specifice? "Jason Roy" wrote:

exporting advanced find to dynamic spreadsheet
Posted on November 2nd, 2007 | 1 Comments

I am speculating, but the limitation would be due to having 'two' dynamic feeds. There must be limitation on this, and it seems to make sense upon initial review in my brain... The advanced find...

Help on synchroning contacts from CRM to Outlook, please!
Posted on November 2nd, 2007 | 3 Comments

I've now seen the same problem at one of my accounts. I'm wondering if it has something to do with 'orphaned' picklist values. Has anyone fixed this or figured it out yet? -- Thanx Glen "patrick...

Cannot display reports : wrong url generated
Posted on November 2nd, 2007 | 0 Comments

Hi, after a server HW crash, we recovered after hours of downtime. Now we have "sqlserver" SQL Server 2005 with SRS and "crm" front-end. We're fighting with report pages not shown. URL called...

AD User (Email) for Queue
Posted on November 2nd, 2007 | 0 Comments

Hi All, I just want some clarification for AD User/Email Account that is associated with CRM Queue. Do we need to disable this account? I read in the step by step in instructions from Microsoft CRM...

Moving columns in views
Posted on November 2nd, 2007 | 2 Comments

Thanks David. I'll try your suggestion next time I'm on site. "David Jennaway" wrote:

Grid view buttons
Posted on November 2nd, 2007 | 0 Comments

I have added a button to account grid view. this button would open a new page(Custom page). There's submit button in the custom page. when i click that button the same custom page gets opened. this...

Point to a Specific Grid View from Opportunity Link
Posted on November 2nd, 2007 | 1 Comments

This could help: http://www.stunnware.com/crm2/topic.aspx?id=AdvancedFind1 -- Michael Höhne, Microsoft Dynamics CRM MVP Web: http://www.stunnware.com/crm2 Feed:...

Make account History's view filter configurable to each user
Posted on November 2nd, 2007 | 1 Comments

As a workaround, you can use this: http://www.stunnware.com/crm2/topic.aspx?id=JS11 -- Michael Höhne, Microsoft Dynamics CRM MVP Web: http://www.stunnware.com/crm2 Feed:...

Allow more Outlook Task Fields to be updated with data from CRM
Posted on November 2nd, 2007 | 0 Comments

When creating a task in CRM, it is currently not possible to update Outlook Task Fields such as Billing Information, Mileage and Schedule+ Priority, which we currently have to do manually. MS should...

CRM Router
Posted on November 2nd, 2007 | 1 Comments

In CRM 3.0 the email router is only used to automatically track incoming email. If you're happy not to have that functionality then you'll be fine -- David Jennaway - Microsoft Dynamics CRM MVP Web:...