Tech Support > Microsoft Windows > Windows CRM
CRM 3.04 Installation Problem with new Windows Server 2003 Small Business Edition R2
Posted on September 20th, 2006 | 0 Comments

Yes, follow this http://www.microsoft.com/downloads/details.aspx?FamilyID=46d1887a-ddcd-4acb-829f-688618d91f1b&DisplayLang=en Jack "Tony Tam" <tonytam@att.net> skrev i en...

Regarding Integration with MS Office (Excel)
Posted on September 20th, 2006 | 2 Comments

Microsoft® Dynamics™ Snap (For Microsoft Dynamics CRM 3.0) This is to integrate Microsoft Office with Microsoft CRM 3.0. Regards, Pavan "is_vlb50@hotmail.com" wrote:

CRM 3.0 Certification
Posted on September 20th, 2006 | 8 Comments

Thanks John for your reply I would like to ask one more query My company is actually one of the partners of Microsoft. As I have to do certification in CRM 3.0 Installation & configuration...

fax
Posted on September 20th, 2006 | 0 Comments

The fax integretion of CRM is very limited, and especially using merge to fax.We notice that a lot of client require to send faxes and when they read the CRM brocures they think that is possible, but...

Report filter error
Posted on September 20th, 2006 | 0 Comments

I get the following error when running a prefilter report in CRM 3.0 but in VS in runs fine Reporting Services...

Duplicating Leads
Posted on September 20th, 2006 | 5 Comments

You could simply consider qualifying the lead to an opportunity then add additional contacts to the opportunity. Ideally there would be an easy to use clone record feature however right now you would...

Very odd: Not all restored data there
Posted on September 20th, 2006 | 2 Comments

John, I backtracked and saw thru SQL Mgmt Studio that each BAK file had multiple backups. So what I did was just restore the latest backup thru the GUI, as opposed to doing it thru SQLCMD (e.g....

transfering notes when converting leads
Posted on September 20th, 2006 | 3 Comments

It would be possible to write a callout so that when a lead is qualified the notes are copied to the oppportunity. I assume attachments on notes could be copied also. Or you could just re-parent the...

Data import
Posted on September 20th, 2006 | 6 Comments

Harry I dont know if your a programmer but if you are and are learning CRM this could be a great opportunity to learn how to update CRM entities using the SDK. Of course you will want to test your...

left, right functions in CRM??
Posted on September 20th, 2006 | 3 Comments

check out this site for free web tutorials http://www.w3schools.com/ ============================== John O'Donnell Microsoft CRM MVP http://www.crowechizek.com/microsoft

CRM 3.0: Fiscal Year Settings!!! DateTime ERROR!!!!!!!!!!!
Posted on September 20th, 2006 | 21 Comments

hi We get exactly the same message when i try to access this area even though i have a system administrator access to the system. "Nathan Warner" wrote:

how to change default timeline for history
Posted on September 20th, 2006 | 0 Comments

If we select Activities or Hostory for an Account, Opportunity, or Lead, we have to manually change the default view of the 'last 30 days' hwo do we change these?

Data Migration Framework Doesn't Create cdf Tables for Custom Entities
Posted on September 20th, 2006 | 2 Comments

Hi Sank We have to do this at some stage too. If you find a solution to this could you please email me at ridhima.sood@mobile-mentor.com. thanks in advance. Kind...

How to import MS Access data into MS CRM
Posted on September 20th, 2006 | 6 Comments

hi We are about to begin our data migration from ms access database to crm 3. Can someone please guide me to the DMF link or documentation that you guys are referring to here so i can have a thorough...

CRM 3.0 Authentication Problem
Posted on September 20th, 2006 | 3 Comments

In IE, go into Internet Options, and click on the security tab. Add you CRM address to the list of trusted sites. That fixed our problem - hope it helps you. Ben wrote:

Moving A CRM (v3.0) Database
Posted on September 19th, 2006 | 1 Comments

Thanks Al very helpful reading because we would have to do that too at some stage soon. :) "Al" wrote:

REmove Outlooks CRM Address book (scripting or alike)
Posted on September 19th, 2006 | 7 Comments

Sorry, I missed the "don't want to do it manually" point. The mapisvc.inf file is where the store information is contained. I believe if you edit that file and remove the sections that refer to...

Outlook 2007 support
Posted on September 19th, 2006 | 3 Comments

Manisha, If you've got a beta version, any word on how folks testing Office 2007 can get the beta bits so we can also provide feedback? Thanks! Rick "ManishaP_MSFT" wrote:

bidirectional Outlook to CRM synchronization
Posted on September 19th, 2006 | 3 Comments

While this may be a change for your users, you can do this if you get them to change how they open the Outlook appointment form. In Outlook, on the CRM toolbar, there are a series of buttons. One...

Removing Synchronised Contacts
Posted on September 19th, 2006 | 3 Comments

Yes, the fields won't be available, you have to type them in. In the Show Fields dialog, click the New Field button and type in the name (crmid for example). Then add it to view. -- Jason -- This...