I have a problem with one laptop user and his ability to sync CRM data groups with his Outlook Contacts. A summary of what I've tried: Originally installed the laptop client so the user could work...

Hi All, could somebody navigate me to SDK, where is explained following case: I have created my own entity, when i use contant as lookup and i need to automatically fill different field with value...

I understand that you have added the exact URL (e.g. https://<FQDN>:<port>) that you are using to connect to CRM. You also have to explicit configure the IE-security settings to use the current users...

I've created sales process with sale stages and with generated activities. Is it possible to restict access to activites generated from a sales process to only be visable to the user owning...

Thanks a lot dude...its working now!!! "WiLLerZ" wrote:

Hi Erik How can i get program or addin which integrated CRM and Project Server? I have a software company. We need allinone solution that like "ERP for software company". We use CRM 3.0 and MS...

In a case I have a waiting workflow that is waiting for a change in one of the entities to a certain value. The workflow rule is executed as a sub-process to a create workflow. Cancelling or...

I was wondering if there is a way, or a best pratice guide that i could follow, to migrate all our invoices pricelist fax info and stuff to a newly build CRM server. curretnly all our data and...

Ben, The workflow service means that the CRM cannot communicate with your exchange server. And ofcourse if your exchange server is not booting up none of the dependants "pop3, email router" will...

You are actually talking about a many to many relationship, not a one to many, since it sounds like a Contact can be associated to many splits. You need to create another entity that has many to one...

CRM & SharePoint need to be installed on different web sites, but can co-exist ont he same server. You should be able to point CRM to the existing SRS install. -- Matt Parks MVP - Microsoft CRM

I dont want to hide using security. I am trying to hide new button in the toolbar by a javascript, so I added it in accts/edit.aspx. function window.onload() { var newaccount =...

Thanks for the excellent suggestion!! -Rick "Pongsiri Hirunyanitiwatna " wrote:

We should be able to comnbine services in the service scheduling. For exemple, in truck fleet maintenance environment, often you will need to schedule an Oil Change and Change Break pads, or Oil...

When scheduling a service activity of say 3 h, if a service resource is available at 10 am, he will not be considered because he as a lunch at 12:00, only 2 hours avaulable, but he is still available...

Is is true that the 2,000 character limitation on notes is a hard coded fact of life for MS CRM? Is there a way to increase this (and still maintain a working relationship with MS?)...

If you have client installed on the machine, you can track any email sent through outlook in CRM by clicking the 'Track in CRM' tool bar option. "Kate @ MCC" wrote:

Provide the ability to link multiple entities together as the source for a view. For example, to include attributes only stored in the Account entity to be displayed on a contact...

We track attendees who attend certain meetings and we do this through a contact to account relationship. Right now, we are going into each contact and creating each relationship manually. Can anyone...

CORRECTION: In the second paragraph I meant to say that when I create a report using REPORT BUILDER (not designer), CRM can't upload the file. "peterzeke" wrote: