Tech Support > Microsoft Windows > Windows CRM
CRM 4.0 Outlook Client error, VB32, Office 2007 SP1
Posted on June 17th, 2008 | 1 Comments

We are having the same problem. How are you accessing CRM? On your local network or via service provider? It works fine when on the local network but when we try to go offline using the IFD we get...

SAP Installation
Posted on June 17th, 2008 | 0 Comments

SAP INSTALLATION We are based in UK and are providing services and ways for Self Learning in SAP We provide installation service for any type of following SAP IDES System in your stand alone home...

MB2-631 'Customization and Configuration' Cert Teststudy material
Posted on June 17th, 2008 | 2 Comments

Nilesh Dafe wrote: experience. Erik

Setting the Filter to * by default in lookup window
Posted on June 17th, 2008 | 0 Comments

Hello, If I open a lookup window for users or salesliterature, I don't get any entries on the left side box. I have to enter a * to see all available. As there are not so many, I would like to have...

Outlook 2007 and CRM Outlook Client 4.0 Restart Issue
Posted on June 17th, 2008 | 3 Comments

That problem is well documented if you try different working on your searches on this newsgroup. Although I had other sync issues, like it did not sync "all contact" from MSCRM. We tried all the...

CRM Online, can't convert Lead, how do you find real cause or erro
Posted on June 17th, 2008 | 0 Comments

I get generic error message when a CEO role tries to convert a lead. We are using CRM Online, is there any way to get more descriptive error, log file, etc? We just see message box that says: "The...

CRM 4.0 Workflow / .Net Assembly errors
Posted on June 17th, 2008 | 1 Comments

I did not think that CRM 4 uses the workflow.config anymore. If you get the most current version of the CRM SDK, and build the plugin registration tool, this will let you upload/modify workflow...

CRM 4.0 Off line Connectivity
Posted on June 17th, 2008 | 0 Comments

I have a pilot program going on for CRM 4.0. The server has been installed on a virtual image using windows server 2003 and production exchange and AD. Everything works fine and the server is very...

CRM 4.0 mapping
Posted on June 17th, 2008 | 2 Comments

Ok...thank you very much!!

Changing owners of accounts
Posted on June 17th, 2008 | 1 Comments

Have the users your moving information from been deleted from Exchange?

Last Date Included in Campaign
Posted on June 17th, 2008 | 1 Comments

This field is automatically set to Today's date whenever a Campaign Activity is distributed to the Contact/Account/Lead in question. So when a Phone Call Campaign Activity is Distributed to a group...

Advance Find Order Product
Posted on June 17th, 2008 | 4 Comments

My mistake... I just looked at the Advanced Find screen and tried it myself. Certainly that isn't going to work because there's no way both conditions can ever be true at the same time. Don't see...

Restrict security inheritance via sharing? Contact > Acitivites
Posted on June 17th, 2008 | 0 Comments

Hi all, I have a CRM 3.0 implmentation with various business units. User Access is given to Contact entity on read privilege but a workflow is invoked when one is created that shares it to a team...

Reporting trends
Posted on June 17th, 2008 | 1 Comments

The proper method to do this is to basically have a batch job write the number of open activities to a tabel each night and run the report on this. However if you want to do this directly on the you...

define new types of activity
Posted on June 17th, 2008 | 1 Comments

Hi, It just isn't possible to define new activity types in CRM... unfortunately. You can rename and edit the existing activity types, for example have a 'type' field on the form and with javascript...

time stamp on email
Posted on June 17th, 2008 | 2 Comments

I also face same problem. For example, my timezone is GMT+8, an email(queue) was recevied on 6/17 5:38pm. While I replied this email in CRM, it shows "Received: 6/18/2008 1:38 AM". It is 8 hours...

Anyone want a HOWTO on E-mail templates?
Posted on June 17th, 2008 | 491 Comments

i'm interested pls Tks matt "Dave McGuire" wrote:

CRM 4.0 Setting Permissions for Business Units and Users
Posted on June 17th, 2008 | 2 Comments

Hi Erik, Thank you for responding :) I added answers below your questions. Since we can add multiple relationships between Accounts, Business Units and Users...you would think permissions be...

Address book not populating in Dynamics CRM 4.0 Outlook client
Posted on June 16th, 2008 | 4 Comments

On Jun 17, 3:45 am, Donna <Do...@discussions.microsoft.com> wrote: Indeed. Try it on the MS demo VPC as this is already set up. Open a new email, click the 'To' button and open up the address book...

Mail Merge Template - Bulk Edits?
Posted on June 16th, 2008 | 0 Comments

I have over 300 mail merge templates. Many of the templates are very similar but use slightly different fields. Is it possible to make updates easily (adding, replacing data fields, etc.) without...