I've done this and it seemed to work: with the profile opened, repair CRM. That will have it on both profiles If you want it just on the new profile then you would have to uninstall...

Hi, We search by an agent's code when authenticating them when they phone our company. If, in Contacts, we want to search on code 77, we get around 100 records returned, due to the implicit wildcard...

The original workflows, which pre-date my employment, were created by a colleague who does indeed have the CRM Admin role. I read somewhere that there can be problems if the account was associated...

Thanks for the reply. I really like the MS CRM as an alternative to some of the higher cost solutions. Sort of off topic, some in my company discovered Maximizer CRM. I need to convince them not...

Eksteen, Granted I am not familiar with the Dutch Telephone systems but I think many systems allow you to send information to CRM when the phone rings. What's more is that you can relate phone...

Matt, Of course you could create a relationship between a case and a product and then run your invoice based on some simple customizations. This would allow you to invoice Customer Service Time. If...

Hello all, I'm eval-ing CRM3.0 - installed it on a test server - web access works like a charm. However, when I try to install the MSCRM 3.0 Desktop Client for Outlook, it dies on the following...

Hi Misha, You can create your own synchronization module to accomplish this. CRM does offer webservices to interact with. Read the SDK for more information on how to use the CRM Webservices. Kind...

This error is prompting when i am trying to access the Reports tag in the crm externally. Unable to find part of the path:"C:\Program...

Mark, If the field on your custom entity only needs to be populated once (at creation time), you can use field mappings. If you want the field to always display the current value of the account, you...

Hi, I have a Queue that user assign to when they do not know what user should be assigned to a Case. However, when the user assigns the Case to the Queue he is still the owner and the Case is shown...

Thank you. We figured it out. We did not install the exchange router using our new forward "Sync" email box's account. That solved our entire problem. Here is the article that helped...

I've tested it and it works! Thanks for your help "Mark Beij" wrote:

Add a field to the appointment activity which is number of copies of the appointment and then have a callout create the additional appointments. You could even store the guids the the additional...

This is a good idea that could be achieved using a callout. However it might be better to send a report to all customer support users once a week saying here are the new kb's created this...

If you are unhappy with how you have had to use the tickets you should contact MS support and talk to a manager to discuss whether you should have the tickets credited back to...

v3.0c is now the version to use over and beyond the outlook client in the rollup1 package ============================== John O'Donnell Microsoft CRM MVP http://www.crowecrm.com

Your problem appears to be that you are attempting to create two additional references to existing entity (Contact). Plus, by definition, all relationships between system entities (those included on...

Donna-UK wrote: and IE7 unlike IE6 does not require what type of file it says it is to match what it is, but rather opens the file and handles differences on the fly. IE7 will not run the video...

Thank you. "David Jennaway" wrote: