Tech Support > Microsoft Windows > Windows CRM
Worflow to create contact
Posted on May 16th, 2008 | 0 Comments

Does anyone know how I can use the workflow in crm 4.0 to automatically create a contact from an inbound email if the contact does not already exist Hitesh --

Offline client on Vista Home?
Posted on May 16th, 2008 | 0 Comments

Hello, one of our clients, a small company, has also Vista Home Premium on its notebooks. Therefore the user can't work in the domain and needs to log on every first time after system reboot. Using...

How do I modify system views?
Posted on May 16th, 2008 | 1 Comments

Filters on such views cannot be modified using the web interface. What you can do is export the entity customizations and then alter the views in the xml file. Note that this method is more complex...

Workflow - Checking Other Entities in 4.0
Posted on May 16th, 2008 | 1 Comments

Workflows in CRM 4.0 do need an event such as create or update of a record to trigger them. If you have such an event you can check other entities for attributes aslong as they have a direct relation...

CRM 4.0: What happened to the scrollbars??
Posted on May 16th, 2008 | 1 Comments

Try adding style="overflow:auto" to the body tag or a div within your custom page. You may also have to set the height for this to work -- Patrick Verbeeten (MCPD) Lead Developer Aviva IT Extended...

I would like to open a new window in a workflow
Posted on May 16th, 2008 | 2 Comments

A plugin won't work either. The only place where you can influence to user interface is in the javascript events on the form. In this case the only place would be the onsave event which runs just...

Remove canceled workflows
Posted on May 16th, 2008 | 1 Comments

To do this you need to create an application which deletes the workflows using the webservice. You can than schedule this using for instance the windows scheduler to run it every week or...

CRM 3.0 Hide reports option for user
Posted on May 16th, 2008 | 1 Comments

You can change this in the sitemap.config file. Either remove the report node alltogether or add a privilege subnode (<Privilege Entity="activitypointer" Privilege="Read" />) with an entity to which...

Service Appointment refresh delay CRM 4.0
Posted on May 16th, 2008 | 0 Comments

Hi, We've migrated from CRM 3.0 to 4.0 last month. Since the migration, we have a trouble with the service Calendar. When an operator changes the date of a service appointment, the calendar is not...

Colour coding screens
Posted on May 16th, 2008 | 5 Comments

Hi, Thanks this works great. How can I get more "sofisticated" colours? /Lotten "Michael Höhne" wrote:

Microsoft CRM 4.0 Web UI
Posted on May 16th, 2008 | 7 Comments

Hi, I tried to do according to the first instruction: 1.- The image file is located in the following place: C:\Program Files\Microsoft CRM Server\CRMWeb\_imgs\masthead.jpg You could copy another...

CRM 4.0 - Strange Workflow Behavior (bug?) on Appointment
Posted on May 16th, 2008 | 2 Comments

Hi Paul, I've tried different scenarios with the created task. They all result into the same behavior as described before. This is what I've tried as properties on the task: 1/ (With Dynamic...

Can Not Perform Calculations on the Data Exported To Excel from CR
Posted on May 16th, 2008 | 2 Comments

On May 16, 1:36*am, Richard Riddle <RichardRid...@discussions.microsoft.com> wrote: Can you highlight the data in the exported sheet, select copy, then open up a new worksheet and do a edit->paste...

MS CRM 4.0 SQL Jobs
Posted on May 16th, 2008 | 3 Comments

This job is provided by the MSCRMAsyncService, but you are not possible to discard this service as many other important tasks depend on it. The only way I see is to prevent the users from deleting...

CRM 1.2 - Retrieve Account Owner from Oppurtunity
Posted on May 16th, 2008 | 1 Comments

On the opportunity there is a CustomerId that will link to the Account. You can then use this to link the entities. -- Matt Parks MVP - Dynamics CRM "Pinku" <pinku@email.it> wrote in message

CRM 4.0 Sales Process
Posted on May 16th, 2008 | 2 Comments

You could always try upgrading a 3.0 image and then exporting the upgraded template from 3.0 -- Matt Parks MVP - Dynamics CRM "Scroch" <Scroch@discussions.microsoft.com> wrote in message

user unable to see global email templates
Posted on May 15th, 2008 | 3 Comments

Hi, I also had this issue in CRM 4.0 - try making sure that in the 'Business Management' area of the security role you have full "read" rights on the "Business Unit" - this seems to be having an...

Outlook 2007 client for Vista doesn't install
Posted on May 15th, 2008 | 8 Comments

I updated MSXML to version 4.0 SP2 and CRM now works perfectly. I found this out by googling the initial error message and seeing that someone else solved the problem that way. Here is the link to...

Mail Merge to Case Functionality v4.0
Posted on May 15th, 2008 | 3 Comments

Hi Rob, Thanks for the great link, I've tried this out and its seems to work well at first glance which is great (!) ... my only question would be around whether or not this would be considered a...

Contacts & Outlook sync
Posted on May 15th, 2008 | 3 Comments

@all: finaly I found the solution last week: Thanks to the installation of the CRM 4 client I had to reinstall office. Then I installed the Outlook offline client and syncronised CRM with...