I think that a CRM user may only be assigned to one territory. This is not very often the case in the real world. A sales person may be assigned to a few territories in a given...

Hi There, I don't know why i am getting this error message while adding a new user to the CRM. and what should i do in this scenario. "The maximum character limit has been exceeded for at least one...

Thank you Jeffry. I have been able to do it by using "wait for timer" but not on the custom attribute. Did it from the contract entity with contract expiry date. It works fine. Thank you once...

Both IP and NetBios/FQDN works on our environment. It maybe a networking setting variable. Frank Lee, Microsoft CRM MVP Workopia, Inc. http://microsoft-crm.spaces.live.com "Nathan" wrote:

Does it work from the LAN via ActiveSync? I would first check if the PDA works from within the LAN and then setup to connect from the outside. Good luck. Frank Lee, Microsoft CRM MVP Workopia,...

For Microsoft CRM 3.0 Mobile (support offline): You can view my write up: http://microsoft-crm.spaces.live.com/blog/cns!A2586C4AB938C065!165.entry Since Microsoft CRM Mobile Express (online only)...

ah, that would be a thought. i'm still in customisation mode at present until we go live and was trying to get as much done as possible. I'll give it a go. thank you! "John O'Donnell" wrote:

Might be easier if you contact the vendor for support unless anyone on this group knows about this connector. ============================== John O'Donnell Microsoft CRM...

Is there any ways to hide the "Reports" in Workplace (navigation pane) according to users? Thanks!

Hi, Had the same issue a couple weeks ago. I restored the db's from a backup (including the crystal). Re-install 1.2 to existing db's then upgrade to 3.0, so pretty much what David has said is what...

Hi rajat, One of our clients has the same issue. We are in the process of looking at it with MS. Will post the results when we figure it out. Cheers, Nathan "rajat kalia" wrote:

Thanks Michael - that's perfect! I thought I had tried that when I was trying to get it to work, but obviously didn't follow it through. Much appreciated. Michael Höhne wrote:

hi I have an entity called sales rep which is linked to the store. I want to do a workflow which sends an email out to the sales rep 1 minute after the lead is created. however i have done the...

I have checked but can't find the answer, please tell me which page on the imp. guide? Thanks. "chad.buser@ncsi.cc" wrote:

I think there is a strong need to have formatting options as word,excel and outlook available in crm email Templates. Things like adding attachments, pictures etc for emails should be supported. If...

I haven't spent that much time on the issue but will assume that changing the rule to manual caused it. Test the automatic rule with a fake contract. I believe that the rule will work for the...

Problem: -Modified the sitemap.xml file so the CRM button on the Outlook client will point to an internal site. -Vertical scroll bar does not exits, it does exist however when browsing to the site...

The salesperson only has access to stuff they own. They own the Opportunity the task is associated with, but not the task. But for some reason they have access to the task. For all other tasks not...

It doesnt appear that you can do that easily with a manual workflow. Im sure you could with Scribe using the Leadbase table as the source and Account as the destination. "Robert G." wrote:

When I am on a client site, I open up an account record on SFO Client and enter in all of the details of what is occurring while I'm on site. Sometimes this information is important according to the...