I have wanted to do the same thing and have not found a solution. My next direction was to create a report for the data and format it the way I would want to have with an email template and then...

Hi, if i open account detail form, the left navigation bar have links, where can i modify those existing links or get all the left navigation bar links in account. i know isv.config is used to add...

John, Thank you, I will give it a shot. Thomas "John O'Donnell" wrote:

Can you install in SBE Server20003 with Exchange in a seperate physical machine? SEB Premuium (windows, SQL) in one machine but Exchange in other box, would I be able to install MS CRM SBE in box...

Hi I would like to ask if there is a suggested methodology for when goods are delivered to a customer, the customer is invoiced and after delivery the customer notices that the goods are defective...

What i did to hide reports according to roles was, 1. create a new entity call new_report (or any prefix/name you want) 2. export the sitemap, edit the xml 3. import the sitemap to edit the...

Ok, so to continue on my question: is it possible to take the Isvconfig.xml and such along with the database back-up or some other scheduled job? "John O'Donnell"...

Hi Walterd, That's precisely what i meant - I don't think there is a way of making the new status active. The status of the contract is automatically set to 'Draft' when the contract is created even...

I have done the customizations on the quote entity.It works fine when i use MSCRM with IE 6.0.But when i logon to MSCRM using IE 7.0,am able to see the customizations but the the calculation part for...

Just figured this one out. Configure IIS to create a website called quotes (or whatever) on the server that points to a local folder other than wwwroot. ie c:\quotes Enable folder view to get links...

Correct, you will need to uninstall Microsoft CRM Mobile on the PDA then reinstall using another mobile installation item with setting to external storage card. Check out page 78 of the Mobile...

Let's say I have a master company database of contacts - record owner is Adventure Cycle Works (ACW). I have 2 departments - HR and IT. HR and IT both have access to these contacts(example Joe...

Hi, This is Mike responding on Tami's behalf. I am just checking to see if you have any more information that we could use to troubleshoot this issue. Thanks! Kind regards, Mike

Please check out this link: How to implement SSL in IIS http://support.microsoft.com/default.aspx/kb/299875 If this is for production, I would highly recommand talking with a IT/Network Security...

Hi Ian, This is Mike here. You can post over in the Developer's newsgroup if you would like some assistance with the SDK. Thanks for the post! Kind regards, Mike

I have two users that can export to Excel fine when using the browser client but when doing this from Outlook they get the infamous "An error has occurred. For more information, contact your system...

Hello Jim Are you working at a college and looking to deploy CRM.? ============================== John O'Donnell Microsoft CRM MVP http://www.crowecrm.com

Is there a way to check if a reply to a email activity has been received in the workflow manager? For instance, if I send out an email activity from a case, can workflow manager see if a reply...

On Feb 12, 9:33 am, Michael Langdon <MichaelLang...@discussions.microsoft.com> wrote: My issue is how do we target the user who created the task as the recipient of the task completion e-mail. When...

Hello! I am emailing a client who is using CRM as well. He promotes a message and uses our account in his CRM database as the REGARDING element on the message. I reply to message and get the...