Tech Support > Microsoft Windows > Windows CRM
Auto-Assign the Contact to the Account Owner ?
Posted on March 20th, 2007 | 2 Comments

Hi, I should have clarified in my original post that I have no access to the SDK nor to the type of programming skills that are needed to use it. I did click "yes" because what you are telling me...

Problem with the Report Data
Posted on March 20th, 2007 | 2 Comments

First check if your report has default filter. It screens data only when you run report in CRM but NOT in VS. Remove all filters if possible. Secondly check your privileges to access reported...

How to change the SMTP Server in CRM
Posted on March 20th, 2007 | 6 Comments

I have altered all the keys on this adress but "The Server Was Unable to Process Request". Without them, the email goes out, with the default Windows SMTP Server, but I want to use our company...

CRM 3.0 Reporting problem
Posted on March 20th, 2007 | 0 Comments

Hello, (I apologize if it gets posted twice..I had an error on the first posting) I'm currently having a problem with CRM reporting that has me pulling out my hair. I have CRM 3.0 installed on SBS...

Strange Reporting problem on CRM 3.0
Posted on March 20th, 2007 | 0 Comments

Hello, I'm currently having a problem with CRM reporting that has me pulling out my hair. I have CRM 3.0 installed on SBS 2003 Premium R2, using the workgroup version of SQL Server 2005 (SP1) that...

Rich text email tracking problem
Posted on March 20th, 2007 | 1 Comments

I have 2003 OUtlook users that are also having issues with rich text emails, attachments in the message do not pull into CRM correctly. Several of them all report that they can not regard rich text...

Outlook client
Posted on March 20th, 2007 | 0 Comments

Using Vista & Outlook 2007 Have installed the CRM_V3C_CLIENT but when I run Outlook, it says it cannot connect to the server. I have tried KB913509 & KB910090 to no avail. I have installed the...

Quick Campaign Mail Merge cuting off address information
Posted on March 20th, 2007 | 0 Comments

I am having an issue when creating a quick campaign and using the mail merge option. When the letters are printed long city names are being truncated and I can not find any info on what would cause...

cannot create new fields in CRM
Posted on March 20th, 2007 | 3 Comments

I too suddenly found I couldn't save new fields. The second of these solutions also fixed the problem for me, so thank you. My concern is why this happened in the first place - any thoughts ? Nothing...

Adding contact name to activity view
Posted on March 20th, 2007 | 3 Comments

Hello Micheal, I am not sure how to use callouts for the activities listing form (default view), but perhaps I will see it sometime on your excellent website. I did find another solution. I...

Delete Activity - Security Question
Posted on March 20th, 2007 | 2 Comments

Thanks, I'll feedback to MS, I have a horrid work around which involves coding out the pre-delete and check the role and only allowing deletes for Admins not ideal I know but a work around for...

Update Rollup 1 for Microsoft Dynamics CRM 3.0 (KB922815)
Posted on March 20th, 2007 | 3 Comments

Update: I got this error message, because i tried to run the 'update rollup #1' on a V3C-client, which in fact already includes the changes from 'update rollup #1'. "Matthias" wrote:

Using NOT operator with Advanced Find
Posted on March 20th, 2007 | 1 Comments

This is a shortcoming of the current advanced find. There isn't a NOT operator, so the query you're trying to build is not possible. The best you can do is creating a report for it. -- Michael...

Service Activity Engine
Posted on March 20th, 2007 | 0 Comments

We have recently installed CRM in our organisation and I am slowly going through customising each each section to suit our business. I have an issue with Service Activity, whereby when you go in and...

Non-Domain Users
Posted on March 20th, 2007 | 3 Comments

Hello, Each user in Microsoft CRM will have a unique domain account. This is by design. It makes it possible to see which user takes which action to a particular customer. And enable workflow. Also...

Upgrading From CRM Trial to Full Version
Posted on March 20th, 2007 | 2 Comments

Hello, I work with several volume license customers. They found the key on the backside of the CD sleeve that was sent to them. So I hope you don't lost the CD.... I live in the Netherlands, I...

Duplicate Emails in Queues
Posted on March 20th, 2007 | 4 Comments

Sorry I was not clear I deleted these contacts before testing commenced. "Brian G" wrote:

How to display a Custom Entity
Posted on March 20th, 2007 | 2 Comments

Related question: What about the business unit aspect? When you publish an entity is the display limited to the business unit you are parented to? I am also having problem getting my custom entity to...

Workflow Rule Date
Posted on March 20th, 2007 | 2 Comments

Hi, I am also having this exact same issue. I have a date field on the form and once this date has been reached, I want to add a note and make some updates to fields. I have used a wait...

Reporting using Teams
Posted on March 19th, 2007 | 2 Comments

Thanks Raj! That worked perfect. I owe you one. "Raj" wrote: