Tech Support > Microsoft Windows > Windows CRM
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...