- How do you schedule meetiings with customers, so it ends under history ?
- Posted on August 16th, 2007 | 3 Comments
On Aug 16, 5:47 am, "Kim Jørgensen" <k...@get2net.invalid> wrote: Are your sales users also using the CRM client for Outlook? If they are, then using a CRM appointment with the sales users and...
- Show that an email was sent even though it wasn't sent thru CRM
- Posted on August 16th, 2007 | 1 Comments
Hi This could be achieved programmatically using the setstate request of crm sdk. You could add a custom button on the navigation pane that will mark the email as completed so that you can see it...
- send email when case notes change?
- Posted on August 16th, 2007 | 2 Comments
Hi Shan, Thats right. We have done it for one of our clients before. -- Sam _______________ Inogic Innovative Logic Innovative solutions for your SME ERP/CRM products
- Creating users in trusted domains
- Posted on August 16th, 2007 | 0 Comments
Hi, I'm looking for some assistance. I'm having problems adding users from a trusted domain into CRM 3.0 as users. I'm currently about to migrate CRM3.0 from an old domain to a new domain, however,...
- crm email router and ssl
- Posted on August 16th, 2007 | 0 Comments
Hi I'm using SSl in IIS in the exchange server.Would it stop or hinder the CRM email router? What do I need to do to avoid issues? Thanks
- export the database schema?
- Posted on August 15th, 2007 | 1 Comments
Hi, Have you try to go to this page? http:// CRM SERVER URL]/sdk/list.aspx. Hope this will help. Darren Liu Crowe
- Inactive contacts, etc. are visible in assoc. view
- Posted on August 15th, 2007 | 2 Comments
I think it's by design. Microsoft do have a tool to update the views instead of going into the SavedQueryBase. You need to request the tool from MS, then it's supported change. Darren...
- CRM Outlook Plugin on Citrix
- Posted on August 15th, 2007 | 2 Comments
I just found the document. "Tuan" wrote:
- CRM Reports Move
- Posted on August 15th, 2007 | 4 Comments
Tried it with no change.. "MattNC" wrote:
- CRM Date Reset.
- Posted on August 15th, 2007 | 3 Comments
That makes a lot of sense...thanks Mike. ""Mike"" <mchristl@online.microsoft.com> wrote in message news:pMKU%23%23n3HHA.5204@TK2MSFTNGHUB02.phx.gbl...
- Sharing Advance Finds
- Posted on August 15th, 2007 | 2 Comments
That is correct, but when I search through there for all the saved finds this user did I only find default queries that the system has. I am assuming that the system keeps the self created finds...
- Converting Contacts to Leads
- Posted on August 15th, 2007 | 1 Comments
There isn't a way to convert back to a lead, but the prescribed method for a contact would be to create an opportunity under the contact. In Microsoft CRM, leads are really ideal for unknown...
- Treo - mobile client with 240x240
- Posted on August 15th, 2007 | 1 Comments
I've only used Mobile Express, but it worked fine on the 2 Treo devices I tested on. I don't see why the standard Mobile client would have a problem with it. "Ian Grigor" wrote:
- Outlook Client Multiple Profile Issue
- Posted on August 15th, 2007 | 0 Comments
We have Microsoft CRM installed out at one of our clients and one of the users there has multiple profiles for Outlook. As when she logs in, Outlook asks which profile to load, with the default...
- Working with Sales Processes
- Posted on August 15th, 2007 | 1 Comments
It depends on the way the business works. In my previous life as a CRM administrator the NBD Team had several Sales Processes which were applicable to various "sales scenarios". One was for the full...
- reports in ms crm 3.0
- Posted on August 15th, 2007 | 6 Comments
We had a similar need to display menu items and custom wunderbar areas to only certain users. We modified the Site Map XML and created a Technology area in the Wunderbar. We restricted access to it...
- Deployment manager error
- Posted on August 15th, 2007 | 0 Comments
When we open up deployment manager on the server, as soon as the user list starts to populate, the following error appears: "object reference not set to an instance of an object " You click OK to...
- Log CreatedOn date in offline db, not during synchronization
- Posted on August 15th, 2007 | 0 Comments
When users create records while offline, and then go online and synch later, the date that the synchronization takes place is used as the CreateOn date. This is not really accurate -- would be better...
- Microsoft CRM for laptop client for Outlook and CRM server via internet question
- Posted on August 15th, 2007 | 0 Comments
Hi, We published our CRM to the internet, using the following address, http://crm.companyname.com and it can be accessed with no problem. Now, I understand that when we installed Microsoft CRM fo...
- Click on a folder & nothing happens in Outlook client
- Posted on August 15th, 2007 | 6 Comments
Oops! The link I posted above is the link to the specs and download. Here's another one I had...

