Tech Support > Microsoft Windows > Windows CRM
Dynamics GP Integration of accounts needs a redesign
Posted on February 13th, 2007 | 1 Comments

take a look at the scribesoft product. www.scribesoft.com ============================== John O'Donnell Microsoft CRM MVP http://www.crowecrm.com

CRM 3.0 license question
Posted on February 13th, 2007 | 1 Comments

You may want to get more official answer on this but it is my understanding that any custom app that presents CRM data to a user would require a license... "John" wrote:

Workflow Rule
Posted on February 13th, 2007 | 4 Comments

Here is an example of a WF with wait for timer from the time the Account is created. You could also do it for when an Account is assigned. If no activty has taken place on the Account for 10 days,...

Exporting reports
Posted on February 13th, 2007 | 2 Comments

Excellent, thanks for that. So simple, but just didn't know you could do that! On Feb 6, 11:26 pm, Ronald Lemmen <Rona...@-REMOVETHIS-avanade.com> wrote:

crm & exchange 2007
Posted on February 13th, 2007 | 0 Comments

Need to see a version of the crm exchange router that works on a 64 bit server with exchange 2007. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions...

change default quote id
Posted on February 13th, 2007 | 2 Comments

Hi, kindly advise on the exact steps if possible thanks newbie to CRM customizing and do not want to mess up my system Thanks in advance! "Dave" wrote:

Insert calculation fields
Posted on February 12th, 2007 | 1 Comments

Hi SJW What youcould dois add to new attributes to the form and perform the calculation in Javascript either on the onsave or the onload, or the onChange of the fields. This would populate the new...

How to create Contact categories
Posted on February 12th, 2007 | 1 Comments

Hi Kurt The best and probably the most simple way would be to create a new atribute on the contact form called Category, set the atribute up as a picklist and then the user could select the category...

Loss of Tasks
Posted on February 12th, 2007 | 2 Comments

I had a similar incident today with a user. The user had selected "Track in CRM" on several tasks within Outlook and then when he went to view the tasks in CRM he noticed they were all truncated...

[Contact] Logical User
Posted on February 12th, 2007 | 0 Comments

On the Case form I have added the 'Responsible Contact' lookup field to specify the technical contact that called in the incident. When the case is resolved, I would like workflow to send email to...

Contract Lines
Posted on February 12th, 2007 | 0 Comments

I wanted to get some ideas on how others might be using Contract lines and billable time. We use contract lines to track billable hours on a contract and after the Case is resolved, the hours come...

Problems in customizing an Attribute (Microsoft CRM 3.0)
Posted on February 12th, 2007 | 2 Comments

Hello, The task you described below is exactly what I want to do with CRM (customize the "relationship type" attribute). I tried to follow the steps below, but could not find "customization" in the...

Problem after client installation
Posted on February 12th, 2007 | 1 Comments

Resolved my own problem. When you install it, you must specify the server name, not it's IP. Too bad it's not mentioned when you install it. Simon "Simon Renshaw" <simon@benchmarkconsulting.com>...

Disable IFRAME
Posted on February 12th, 2007 | 0 Comments

How can i disable a IFRAME using JavaScript, i try using: var oCrmForm = window.parent.document.forms; if (oCrmForm) { oCrmForm.all.IFRAME_TOOLBAR_COTIZACION.Disabled = true; } But don't work ?????

Disable IFRAME
Posted on February 12th, 2007 | 0 Comments

How can i disable a IFRAME with JavaScript, i try using : var oCrmForm = window.parent.document.forms; if (oCrmForm) { oCrmForm.all.IFRAME_TOOLBAR_COTIZACION.Disabled = true; } But don't work????

Worth It?
Posted on February 12th, 2007 | 1 Comments

You're never going to find a CRM system that does 100% of what you want to do right out of the box. Any company that claims their product can is lying (marketing), and anyone who says that is...

CRM on Wireless Network Connection
Posted on February 12th, 2007 | 1 Comments

Not come across this. Get the user or yourself to ping the various parts of your network like the MSCRM Server by IP Address and by ServerName. It could be a DNS name resolution issue for the user...

Why can I resolve a case with open activity
Posted on February 12th, 2007 | 3 Comments

It's not with all activities. Try with just a single appointment (an activity) or with only a serviceactivity. You'll notice that you can close cases with just one of them attached, which I think...

Assign a Contact to a different businessunit
Posted on February 12th, 2007 | 2 Comments

Thanks for your answer. Is there anyone woh had the same Problem? Is there another workaround than having "dummy-users" in each business-unit and assigning every entity to this users? "Josh Behl"...

Case Form
Posted on February 12th, 2007 | 8 Comments

Hi Valerie, I'm sorry to inform you that there isnt a way to this in the form assistant. Ben "Val" wrote: