Tech Support > Microsoft Windows > Windows CRM
Implementation of CRM
Posted on October 25th, 2007 | 5 Comments

Hi Curt, have not tried it myself and you may be right that CRM Professional won't install on SQL Wokrgroup Edition. It certainly does not like developers edition ver ymuch so I won't be surprised...

Quick Find search limitation
Posted on October 25th, 2007 | 2 Comments

I did have the same wish from my customer and I did the following: I created a new field and put a code onSave function which writes the the contents of the other fields to this new field. For...

One contract for multiple accounts
Posted on October 25th, 2007 | 1 Comments

Anybody?? I could also really use an answer to this! Cheers "steff" wrote:

mobile crm issue
Posted on October 25th, 2007 | 2 Comments

you may need to look at the CWR Mobility solution www.cwrmobility.com -- Warren Shrimpton Leading Solutions

HowTo Design a Project Entity
Posted on October 25th, 2007 | 4 Comments

Because it is hard to convey over a newsgroup exactly what you want. This may help. We had an issue where we have set up an Asset Management system. Firstly create entities renaming has only lead us...

Cascade update in axapta
Posted on October 25th, 2007 | 0 Comments

Hi all, I find a post from http://axapta-dynamics.blogspot.com/ describe that it is possible to cascade update tables at axapta. I have follow what he describe at the post, I modfied the groupid...

Mapping upon conversion of Lead
Posted on October 25th, 2007 | 1 Comments

Afraid this is not something that you can natively map. You would have to do something via a Post-callout to copy the related values. -- Matt Parks MVP - Dynamics CRM "Rob Harrison"...

Entity Relationship Diagram available yet for Dynamics CRM?
Posted on October 25th, 2007 | 1 Comments

Yes, there are Visio diagrams available for download (and have been for almost 1 1/2...

Privileges North/South
Posted on October 24th, 2007 | 1 Comments

Afraid Shares are your only option. As for how that user's records should be "assigned" that's a business question that you have to answer for yourself. -- Matt Parks MVP - Dynamics CRM

Search for keywords in attachments in Notes Tab
Posted on October 24th, 2007 | 1 Comments

Due to the method the CRM uses when storing attachments, you can't search teh content (and no, this isn't changing in 4.0). If you need this type of attachement capability, you might consider...

How do I create a new attribute that adds 2 fields Y+Y=YY
Posted on October 24th, 2007 | 1 Comments

CRM doesn't support calculated fields in this manner. You either need to write JScript to do the math when 1 value changes or use a Pre-callout to do the calculation before the record is saved. The...

Slow CRM vs. stage.js file
Posted on October 24th, 2007 | 2 Comments

"qp_meb" <zokker@web.de> wrote in message news:1193237280.935486.21370@v29g2000prd.googlegroups.com... Hey, got it.... thanks.. ;o) Cross my fingers that it will help..... // Kim

CRM Install Error-SQL Reporting
Posted on October 24th, 2007 | 3 Comments

Install SSRS and then received the following messages during the CRM install: The Web site for installing SQL Server Reporting Services was not found. Setup requires the presence of the Web site...

Workflow monitor
Posted on October 24th, 2007 | 2 Comments

Yup and when I select an entity that the summary shows as having activity it shows me nothing! So no selection except summary has anything in. Wierd. "Michael Langdon"...

Changing a record from active to inactive issue
Posted on October 24th, 2007 | 2 Comments

Done it as a workflow in the end. Just surprised MS didn't seem to allow in generically. "PeteClements" <peter.clements@capgemini.co.uk.(donotspam)> wrote in...

Error when assigning a Custom Entity to a Security Role - TITAN
Posted on October 24th, 2007 | 2 Comments

Hi Eric, Thanks for responding. I'm in the same build. It also worked for me doing it with a brand new security role. What is not working is when I use an existing role. In particular, I copied the...

Combining two select statements on one sql query
Posted on October 24th, 2007 | 6 Comments

Of course you're going to end up with multiple rows for cases. Consider this: you have a case and two service activities each one with two notes. You'll end up with 4 rows in the result set, as...

Reply to emails uses the contact primary email not the sent from e
Posted on October 24th, 2007 | 3 Comments

Hi Sarah, OK - forget Outlook then. Why is the email different - does it just need a new contact record adding to CRM? Regards, Peter. -- Peter Clements

ReInstallation of Outlook Client off line version on Vista Office 2007 Version 3.0vc
Posted on October 24th, 2007 | 0 Comments

Has anybody successfully managed to achieve this as i need to add a new user to a vista machine which already has a CRM offline...

Install Question CRM Small Business Edition
Posted on October 24th, 2007 | 1 Comments

Hi, That probably depends on how you are managing your SB server and whether the administrator of SB should or not have admin privileges on CRM. The alternative is to create a CRM admin user and...