Tech Support > Microsoft Windows > Windows CRM
CRM Outlook Laptop client no longer syncing
Posted on October 18th, 2006 | 4 Comments

OK, good. For me, when I'm remote, I always make sure to start my VPN before I start Outlook. That seems to keep things happy. And I'm with you, I hope the patch is out soon (I hear end of...

Add in Streets and Trips to CRM
Posted on October 17th, 2006 | 2 Comments

Hello Maureen, Thank you for the suggestion and the link. I can see how it could be useful for planned trips. Thank you. Natalie "MaureenC" wrote:

Type A Accounts
Posted on October 17th, 2006 | 1 Comments

There are different ways : Make the marketing list and add to campign : Like : 1= make a new field on account form "Type A". 2= Make the advanced search and chose the creteria to select...

Looking for CRM consultant
Posted on October 17th, 2006 | 0 Comments

Looking for a Microsoft CRM specialist for either a consulting or permanent position. Candidate needs to be in the New England area (preferebly MA). If you're interested please send me an email.

Set a recurring task ie. a task to check a website each month
Posted on October 17th, 2006 | 0 Comments

It would be advantageous to be able to set a recurring task ie. a daily, weekly, monthly or other multiple task. An example would be if you needed to go to an accounts website or prospects website...

Icon refresh of custom entity is slow
Posted on October 17th, 2006 | 0 Comments

Hello - When opening the second page of data from a custom entity, the icons for each row are refreshing at a very slow rate. It does not happen for the base entities. I tried some other icons,...

The 'CRM_FullName' parameter is missing a value
Posted on October 17th, 2006 | 1 Comments

Has anyone figured this out? I am gathering that this is set on the connection string in the Data Source. Maybe if someone posted their connection string from their datasource. "BLaw" wrote:

pivottable from MSCRM issue
Posted on October 17th, 2006 | 1 Comments

Right click on the dates control in your pivot table (the grey control box) and choose 'Group & Show Detail' then go to group and it will let you group by day/date/month/quarter etc (if it is a date...

Notes Toolbar (attachment) missing in the appointment
Posted on October 17th, 2006 | 1 Comments

When you create the new appointment press the 'Save' button (not the 'Save & Close') and the availability to add attachments will appear. Cozy <cuc174@gmail.com> wrote in...

Object Expected Error when using OnChange Jscript
Posted on October 17th, 2006 | 1 Comments

Unless I have overseen an alert, the second one is alert (msg);. The code following that line has some errors: if (crmForm.all.new_selectaddress = "1) { msg = "Selected Address type = "...

Cannot clear Workflow Queue
Posted on October 17th, 2006 | 0 Comments

Greetings all! I have inhereted a CRM 3 installation that was upgraded from 1.2. When I go into my Workflow Monitor, I show that I have 1,371 paused items in my Case Workflow queue. These are all...

Assigning the wrong email to a customer
Posted on October 17th, 2006 | 0 Comments

Hi, My problem is I assigned a case to an email, but found out that it is the wrong case. Is there any way to unassign that case and assign the right case? Thanks, Amy

TargetInvocationException in Update Invoice in Microsoft Dynamics
Posted on October 17th, 2006 | 0 Comments

Hi, we get the follow error mssage when we try update the invoice object. But, in the same class, we update the salesorder object with sucess. Obs. Our code is a custom page. Any ideas what this...

Customize Entities - Relationships - Mappings
Posted on October 17th, 2006 | 1 Comments

I am experiencing the same problem. Any advice would be appreciated. "Andrea Campelo" wrote:

sales process for other entities
Posted on October 17th, 2006 | 3 Comments

One easy solution is to add (or use the existing) status code field, and Update that field value in the workflow right after you create the activity(ies). So the workflow could be: Action: Add...

Setting up referral partners
Posted on October 17th, 2006 | 1 Comments

Well... 1 way is to create a new entity called Referral Partners, and then create relationships to leads and accounts. That won't give you a dropdown, but it will give you a lookup. But I suspect...

A button to navigate to the last page of view
Posted on October 17th, 2006 | 2 Comments

That may do the trick, but most of the time, we would want to know the total number of records. "Michael Höhne" wrote:

Email sent to Queue
Posted on October 17th, 2006 | 0 Comments

Hi, When an internal or external user sends an email to support@ourdomain.com it is received in my assigned queue and in the support queue. If I remove the email activity from my queue it does not...

Booking from the calendar view
Posted on October 17th, 2006 | 0 Comments

I should be possible to select bookings from the servicecalendar-view and then create a serviceactivity for the selected resources on the selected period. This would speed-up the serviceactivity...

Change the servicecalendar form
Posted on October 17th, 2006 | 0 Comments

I need to change the service calendar form. This form should be customizeable under Serviceactivity and under Ressource. But when this form is opened the result is the Ressource-form and the...