You could add an OnLoad script to the quote form that checks the status of the quote and then, if it is revised, remove the menu item. You'd have to find the elementid for the menu item. This is a...

Sounds like the error you would get if you tried to upload an attachment that is too large. I'm not sure if it also applies to files you are trying to import. Might be worth looking into, though....

Hi Chanpreet, It is difficult to get your requirment in working state with workflow's built in functionality. You will need to use workflow assemblies which require programming skills. You may...

Hi Philip, May be I am not able to understand you requirment correctly. You may use callouts which will definatly fullfil your requirments but require programming skills. You may contact me directly...

Hi Alan, Are you accessing your CRM using an IP address or name, if it's IP address, it will not work. It only works with name because IP don't work with Kerbero. If it's still not working, follow...

Curt - Thanks for the quick response. That's what I'm so confused about! We do have Office 11 (2003) and have all of the updates installed (and as I said - no CRM software). ....I'm going to try...

Provides overview on the need for crm application for small businesses and also gives guidelines for choosing right crm application http://flying-rugs.com/crm/CRM.html

On Apr 13, 3:33 pm, "hannaver...@yahoo.com" <hannaver...@yahoo.com> wrote: I have done this with CRM data using excel, however I used two I was trying to see how many accounts did not have a custom...

Michael, Thanks so much for the response. I had good luck today, lol, I found a website www.stunnware.com, that gave a lot of great examples. When I recieved your response it showed those links as...

Thanks for your suggestions. 1. The disabled Items area of Help, About has nothing listed. 2. We are not using a proxy server. 3. The Internet options, connections, lan settings has only one...

In effect the CRM ad-in was not active. But once activated it caused Outlook to revert to a safe mode and gve a warning message that the ad-in was causing a system fault. Do you have another...

Having done several act migrations, here is what I do: 1) Use scribe to dump act(Contact, Sales opportinities, Notes History, Activity) to SQL tables. Be sure to include the UniqueID field. 2) Use...

Hi Ramon, You need to use callouts. This will require some programming skills. Please refer following URL: http://msdn2.microsoft.com/en-us/library/aa680495.aspx -- PLEASE do click on Yes or No...

Did you ever receive an answer, or did you find a solution? I am having the same issue! Thanks. "RLB" wrote:

Hi Andreu, you can have 'product packs' in Microsoft CRM. They're called Kits. To convert a product to a kit, open the product form and on the Actions mention, select Convert to Kit. Sorry, you...

On your Outlook contacts folder, you can highlight a contact and click 'Track in CRM'. The contact will be imported into CRM, and from CRM you can link the contact to a parent account. You don't even...

You can achive the sync server side using Callouts along the lines you suggest. ( Don't even think about using stored procedures ;) ) I think the OnSave() event is really OnClickingSave()...

Hi When I'm running a report in CRM 3.0 using an .rdl file created in Visual Studio.Net 2003 I have a text box containing the Filtered Lookup parameters. I have put the following code in the text...

Due to some poor communication here, someone else found the fix to the problem. Their solution is as follows: Add the CRM URL as a Trusted Site , then, On the Tools\Internet Options Security Tab...

trying to download HP officejet 6200 series printer. Says its not compatible, but HP says it is