Tech Support > Microsoft Windows > Windows CRM
Suppressing HTML Codes
Posted on November 15th, 2006 | 0 Comments

Has anyone been able to conquer the problem of email history being illegible on a SRS report due to all the HTML codes? Right now we are restricting all email from our reporting -- which removes...

Option to Hide Inactive Contacts
Posted on November 15th, 2006 | 5 Comments

Thanks Tim. Thanks for the update - if you can get the system cleaned up you might be pleasantly surprised. Standard CRM3.0 does hide inactive records (a change from CRM1.2), which seems like what...

Writing Reports with local time reflected
Posted on November 15th, 2006 | 4 Comments

Are you using the CRM Filtered views for your report? For date/time columns, these have UTC and local versions of the date/time, I believe. I assume the "local" version would be automatically...

Faxing Question
Posted on November 15th, 2006 | 0 Comments

It is my understanding that if you're running CRM 3.0 Pro the only way to intergrate faxing services is if you purchase an add-on from an ISV as opposed to having complete ingetration if you have CRM...

Quick Campaign Follow-up Task
Posted on November 15th, 2006 | 0 Comments

If I create a Quick Campaign by viewing my active contacts, selecting one, and then creating a quick campaign for the selected users, and then try to create a follow-up task to the task created by...

Outlook Crashes when Converting a Lead
Posted on November 15th, 2006 | 0 Comments

When a user converts a lead, Outlook is crashing. Other users are able to convert Leads without a problem.

Intergration - CRM 3.0 and GP 9.0
Posted on November 15th, 2006 | 3 Comments

We used to use Biztalk and it worked ok. Now we use Scribe and while it is more customizable and easier to use it is not the holy grail we thought it would be for the cool $5k it cost. We have been...

Deleting system locked fields
Posted on November 15th, 2006 | 5 Comments

Hi, This is how I hide the Contract and Contract Line Lookup Fields that appear in the Case form. crmForm.all.contractid.style.display="none"; crmForm.all.contractid_c.style.display="none";

CRM demo DVD updates
Posted on November 15th, 2006 | 2 Comments

Downloading now - Many thanks, Dave! Andy --

Where are all the gurus at?
Posted on November 15th, 2006 | 3 Comments

Thanks for your reply Matt I appreciate that this is not an official Microsoft support channel, however I personally find Microsoft "official" support difficult and expensive. I have actually had...

Duplicate Detection
Posted on November 15th, 2006 | 1 Comments

Are you using c360's Duplicate Detection? You might want to check their website's support articles or contact them about that. If it is c360, did you generate the matchcodes first? Is it detecting...

CRM3 and Reporting Services not talking to each other...
Posted on November 15th, 2006 | 4 Comments

Already did that, that's how I got my reports back. -Adam Jeff L wrote:

Uploading files
Posted on November 15th, 2006 | 0 Comments

In the invoices section I would like to create an atribute to upload files. For example for a client I would like to upload pdf of the final invoice sent to a customer. Can this be done? If so,...

automatic notes
Posted on November 15th, 2006 | 0 Comments

I am new to CRM and am looking for some help with automating a couple of fields. I have modifield the Tickes Form. I added the 'modifield on' field to the ticket. Is there a way when any field is...

Phone Call Activity Recipient Field
Posted on November 15th, 2006 | 3 Comments

Thank you for the prompt replies. I have done all of that already. If you could go ahead and try on your CRM to open up a phone call activity, chose the Recipient lookup, go to Contact Type and in...

More Addresses
Posted on November 15th, 2006 | 0 Comments

We would like to make the Address Contact field under More Addresses automatically populate with the contact or account (depending on which entity you are in) Full Name. I have created some...

Can Sales Process Stage appear in Opportunities View ?
Posted on November 15th, 2006 | 1 Comments

Yes, you can insert the stepname attribute to a view, which contains the current sales stage name. -- Michael Web: http://www.stunnware.com/crm2 Feed:...

Outlook lockes when promoting or viewing a promoted email
Posted on November 15th, 2006 | 2 Comments

Thank you Tad, I will reconcile this against the problem and post the results. ~Nathan~ "Tad Thompson" wrote:

Problem to create a quote from an opportunity
Posted on November 15th, 2006 | 3 Comments

fyi: Anyone else having this problem, hotfix for KB article #913465 fixes the problem.

3.0 and SBS 2003 Standard
Posted on November 15th, 2006 | 3 Comments

Well, the thing is, we already have SQL Server (2000) due to purchasing it some time in the past. So if the only thing preventing the use of MSCRM 3.0 on SBS Standard is an SQL Server, then perhaps...