Tech Support > Microsoft Windows > Windows CRM
A seperate lookup for account and for contact on the same form
Posted on April 2nd, 2007 | 8 Comments

Thanks for the help Darren -- Thank you for the help!! Richard Page MSc. "Darren Liu" wrote:

Allow e-mailing of Sales Literature
Posted on April 2nd, 2007 | 0 Comments

Using CRM for Sales Literature repository, Sales peoples want to e-mail specific pieces to their Accounts/Leads/Contacts directly within CRM ---------------- This post is a suggestion for Microsoft,...

Last Meeting Date
Posted on April 2nd, 2007 | 1 Comments

You can't do that from workflow unless you going to write a workflow assemly to pull the information through web service or filtered views. Are you familiar with the CRM 3.0 SDK? Darren Liu Crowe...

microsoft CRM not receiving externam emails...
Posted on April 2nd, 2007 | 27 Comments

Thanks for your help (and your patience!) jimmy!! I will try to find any other software to do this job... If not, I will begin to use the rules to the users, and forward the messages as...

Outlook 2007 & V3C
Posted on April 2nd, 2007 | 3 Comments

Did that solve the problem? "zampodia" <zampodia@discussions.microsoft.com> schreef in bericht news:D219B775-F8BE-46FA-AF7E-531F5C078ADE@microsoft.com...

some suggestions regarding the outlook client
Posted on April 2nd, 2007 | 1 Comments

Thanks Noor. "Dave Abraham" wrote:

Install on Citrix
Posted on April 2nd, 2007 | 1 Comments

Yes. that should be ok. Just make sure the user already has their outlook profile configured Thanks Noor "rock" wrote:

they want a couple of really dominating money - pur os - (1/1)
Posted on April 1st, 2007 | 0 Comments

Well hello. One thing I love about them, they don't keep log files of the news I read or files I download. Great prices and support await you as you travel into the beautiful world of premium nntp...

Knowledge Base in Outlook
Posted on March 31st, 2007 | 1 Comments

You might want to drop a note to Frank Lee who is the author of workopia's blog. Anne Stanton, MVP-CRM "Emil Mattsson" <emil.mattsson@addition-it.se> wrote in...

Import menu
Posted on March 30th, 2007 | 1 Comments

Check the permission: "Import Configuration". I believe they need at least User permission. -- Tad Thompson CRM Consultant "Dana Anderson" wrote:

Mail merge - where are all the fields?
Posted on March 30th, 2007 | 3 Comments

You can use all your custom fields if you first export to Excel from CRM, then from Word use the spreadsheet as your list. It's an extra step but it works well. -- Tad Thompson "Luvsql" wrote:

CRM 3.0 web part for sharepoint 2003
Posted on March 30th, 2007 | 0 Comments

I am trying to configure the web part. I put the URL of the CRM server in the Sharepoint web part and it says, "This version of the CRM List Web Part only supports binding to a single Microsoft CRM...

CRM 3.0 Install Not Finding IIS 5.0 or Greater On Server
Posted on March 30th, 2007 | 6 Comments

At the time CRM 3.0 was developed, .NET 2.0 was beta or even alpha, so I understand why it is build on top of the 1.1 Framework. The problem is IIS/ASP.NET rather than CRM. At least that's my...

customerrelationship
Posted on March 30th, 2007 | 2 Comments

Thanks for your answer, I know that I can use Relationship in Contact, but my question is: I got lots of Contact data in Excel Sheet, so I'd like to migrate them into CRM. The difficult thing is:...

CRM 3.0 Client for Outlook Install Problem
Posted on March 30th, 2007 | 2 Comments

Hi Joe, Thank you for the post. This is Mike here. I was able to dig up some instructions for this that relate to Office 2003. I am sure that they will need to be modified for Office 2007, most...

SQL Replication with CRM 3.0?
Posted on March 30th, 2007 | 2 Comments

Thanks Benjamin. Do you know of any whitepapers specific to CRM on setting this up? "Benjamin Fallar III" wrote:

Default field mappings for mail merges
Posted on March 30th, 2007 | 0 Comments

Is it possible to change the field mappings that CRM auto fills in for mail merges? We are constantly having to re-map some fields as we are using certain fields to reflect other data (eg we use...

reassigning leads
Posted on March 30th, 2007 | 2 Comments

Thank you very much. I'll give that a try. "uMar Khan" wrote:

Bouncebacks using email thru CRM
Posted on March 30th, 2007 | 2 Comments

We also just opened a support case with MS Support. Perhaps we can compare potential solutions given and results (sucesses and failures)? -- Ace 2007 "Victor" wrote:

How to pass object GUID to Report
Posted on March 30th, 2007 | 6 Comments

JM, Again, pre-filtering takes care of all that. In the query, you just need to specify the join in the FROM statement. Here's an example: FROM FilteredQuote CRMAF_FQ LEFT OUTER...