Hi, One of our customers found a possible & serious logical problem that might result banning the offline -functionalities from users. When users sync data from offline db to online database the...

in our case the problem was that a specific CRM add-on didn't set the value for "actualend". Using the WebService to close activities (SetState...) does only affect the state...

Thanks for the help : ) David Jennaway wrote:

What do you mean by "Guide"? -- This posting is provided "AS IS" with no warranties, and confers no rights. "David" wrote:

MS CRM Security,Integration with Microsoft Dynamics GP 9.0/IBM Lotus Notes Domino... http://microsoft-crm-3.blogspot.com

Hi Jenny, To be able to answer your question correctly, I need following information. 1. What's the CRM Version you are seeing this problem? 2. Was there any case resolved but cancelled...

Do an advanced find of all accounts belonging to you, + any other criteria you would want. Then click on Edit Columns on the top and select what fields you want exported. Execute that find and then...

No impact beyond having users mailboxes forward all emails as attachments to the crm email router mailbox. ============================== John O'Donnell Microsoft CRM MVP http://www.crowecrm.com

Unfortunately CRM does not re-read the AD after the initial setup. Only option would be to write an application to refresh the data using the SDK. ============================== John...

You could add javascript to the OnLoad event on the account form and have it change the url for the iframe to point to your account web page ============================== John O'Donnell Microsoft...

I have successuflly gotten the CRM Email Router to forward emails to the correct queue. I am trying to set this up to use in a help desk environment, but there seem to be a lot of steps involved in...

Is there a list on field names that CRM creates in the database in order to use them for setting up workflow?

Hi Mike, a hotfix has been released for this issue. http://support.microsoft.com/default.aspx/kb/924369/EN-US/ -- Manisha Powar (Madhusudanan) Program Manager Microsoft Dynamics - CRM This posting...

Here are three suggestions: 1. Question for you - is manual assigning impractical because of HUGE volumes of data, or because you can't easily sort a view so as to gather a set of leads that should...

You could add all system users as contacts in CRM tthen use the relationship tab to add relationships between your system users as contacts and accounts ============================== John...

Yes you can. Exchange is not required to install CRM. ============================== John O'Donnell Microsoft CRM MVP http://www.crowecrm.com

The Opportunity/Competitor lookup is a special 'many to many' relationship and cannot be customized. -- Philip Richardson | Senior Program Manager | Customization and Settings | Microsoft CRM |...

Hi Paul, couple of ways of doing this: * if you want to see the credit amount for the same product, add another line item with that product, select override price, provide price per unit as 1,...

Thanks Brian. I've entered this suggestion into our issues/suggestions database. -- Manisha Powar (Madhusudanan) Program Manager Microsoft Dynamics - CRM This posting is provided "AS IS" with no...

I'm trying to change the Completed Status on Appointments using a manual workflow rule, but the Apply Rule menu item doesn't even appear for a Completed Appt. Is it me? BTW it does appear for some...