Tech Support > Microsoft Windows > Windows CRM
Using Outlook Client instead of CRM Web
Posted on September 26th, 2006 | 1 Comments

Regarding your first question - no, you can leave the exchange router rules in place to have email automatically promoted from Exchange to CRM. You do not need to change this. -- Jason -- This...

Need to upgrade CRM but only have MSCRM database file
Posted on September 26th, 2006 | 2 Comments

You might try running the Redeployment Wizard for 1.2. That should extract the user information out of your database, and re-create the AD info. Then, you should be able to do a straight 3.0...

CRM 3.0: Authorizaton/Login Errors
Posted on September 26th, 2006 | 0 Comments

Situation: Win2003/CRM 3.0/Exchange 2003/SQL 2000 SP4 Had a SQL 2000 DB that was incorrectly configured initially. Created a new SQL 2000 DB and imported the data into it. Authorization errors began...

Migrating objects (accounts) from one user to another
Posted on September 26th, 2006 | 0 Comments

Hello. Sorry if this is a repeat. Our company has a new sales guy who needs to migrate all the accounts from the last person in his position to his CRM account. It is the same laptop the last guy...

Switching the profile your CRM for Outlook Client uses
Posted on September 26th, 2006 | 1 Comments

Kevin, The CRM Outlook client always installs on the default profile. So, if you wish to switch the mail account that CRM is using, you'll need to start the process by resetting your default...

Incremental IDs for custom entities
Posted on September 26th, 2006 | 0 Comments

We have created several custom entities to fit the needs of our customer. For at least one of these entities, we would like to have a simple integer ID attribute that is auto-generated by the CRM...

Assigning an Appointment
Posted on September 26th, 2006 | 1 Comments

Hello CRMSlave, We developed an Add-On called "GroupCalendar for MS CRM 3.0". This Add-On solves the problem you described. You will find a detailed description and a trial version at...

Deleting leads
Posted on September 26th, 2006 | 6 Comments

Hi Jon, Yes, I have the source code. I don't know the exact numbers, but this tool took at least 10 working days from the beginning to its current state. It's not like most of the other samples on...

Laptop Client Uninstall Didn't clear database
Posted on September 26th, 2006 | 2 Comments

I appreciate the response. -- Thanks, Brian "chad.buser@ncsi.cc" wrote:

Poor performance when initially loading Contacts/Accounts
Posted on September 26th, 2006 | 0 Comments

Hi, We have a CRM installation which is performing very well in general. The only problem is when initially loading Contacts or Account (depending on personal preference). It can take up to 45...

Slow access to CRM 3.0
Posted on September 26th, 2006 | 11 Comments

Curt, I've had to resolve similar problems with the Outlook client for several clients. I would recommend checking for authentication issues. If a straight Kerberos authentication doesn't work over...

CRM to Great Plains Integration Release Date?
Posted on September 26th, 2006 | 0 Comments

Anyone know when the CRM 3 to Great Plains 9 integration will be released? I heard it was pulled.

CRM Field Formatting NTEXT and NVARCHAR won't "Automatically expan
Posted on September 26th, 2006 | 1 Comments

OK - I figurted out that I need to add a section with variable width, then add a nvarchar or ntext field and check the Formatting tab's "Automatically expand ..." checkbox ... and that I can only...

terminstall.cmd Question
Posted on September 26th, 2006 | 0 Comments

Terminal server instructions are unclear on this...but does the terminstall.cmd need to run every time a TS CRM user logs onto the Terminal Server or does it just need to run one time to install the...

Automated workflow
Posted on September 26th, 2006 | 4 Comments

Thanks Jeffry. I'll probably go the Windows service way. This would DEFINETLY be a nice feature to be included in a future release... Thanks again, Dan.

Bulk Importing of Outlook Contacts to CRM 3.0
Posted on September 26th, 2006 | 1 Comments

Greg, Migrating records between systems is always tricky, even between Microsoft Outlook and Microsoft CRM. It usually takes about 50% of the implementation effort to migrate data, but most people...

Error creating new entities and editing existing entities
Posted on September 26th, 2006 | 8 Comments

HI I have just finished a case with this one on microsoft, we have found that the issue stems from when we restored the mscrm database a while back without restoring the metabase. Basically to fix...

Report Error on MS CRM 3.0
Posted on September 26th, 2006 | 3 Comments

Thanks Ron. I found it and changed both to version 1.1 and worked. Thanks a lot for your kind assistance. I have another query regarding installation of CRM E-mail Router. I have a MS CRM 3.0...

Outbound E-mail Suffix CRM:xxxxxxxx
Posted on September 26th, 2006 | 6 Comments

Hi all, I set the "set whether Email should be tracked within CRM" option to NO in the system settings and click on OK. But, when I re-open the system settings page, the changes are not commited.I...

Emails to assignee
Posted on September 26th, 2006 | 0 Comments

I've set up a Complaints form, which logs all complaint details from customers. There is an "ownerid" field that I am using as "Assign To" field. I have also set up a simple workflow rule whereby it...