A custom report would be best. However, You could Create an Advanced Find query for contacts or accounts related to each marketing list and then save and share the AF view with your users. This...

Check these out as well as the Impl Guide: http://www.microsoft.com/dynamics/crm/using/12/sharingcrminfo.mspx http://www.microsoft.com/dynamics/crm/using/12/securityroles.mspx "unaclancy" wrote:

Check these out as well as the Impl Guide: http://www.microsoft.com/dynamics/crm/using/12/sharingcrminfo.mspx http://www.microsoft.com/dynamics/crm/using/12/securityroles.mspx "Staffy" wrote:

Tim Sorry no update - looks like it is not possible

I think you will need to develop a custom solution using the SDK for this. Here's a link to the part of the SDK that discusses using script to check the state of a...

I was going to refer him to your site, Michael, but I was too lazy to look for the link when I was posting my reply. Thanks for adding that. I think your site is great, by the way. -- Matt Wittemann,...

Has anyone used the Alti-MSCRM Client with Microsoft CRM 3.0? What needs to be done to make it work?

Hi I am trying to make a Test system / Disaster Recovery system of our CRM 3.0. I have installed a new SQL 2005 on the test system and restored a backup of master, model, msdb, METABASE, MSCRM,...

Dear all, I'm missing a tool to maintain local data groups for new users. It's not feasible to manually generate, configure 20+ new datagroups for each new user!!! what can you recommend? will...

How do you the default time to be at the start of the business day i.e. 09:00? At the moment, the CRM chooses 12:00am as the default time for activities, and the user must manually scroll down each...

I am looking into mapping a relationship between leads and accounts in CRM but unsure of the procedure, any suggestions?

HI I am unable to create account in CRM server as well as in Client. Scenario is, I am using Same SQL Server Database for two CRM Servers. One CRM Server is installed where SQL Server is installed...

Hi, Anyone heard about any intregation between MSFT CRM and Dyanmics NAV? I already know the tectura connector, but for what I saw (or should I said, what I didn't saw) at Boston, I don't have much...

Hi, I have installed Microsoft Snap in Phase1.5 on a machine with microsoft Office 2003 and Dotnet Frame work 2.0 After that I am able to see MSCRM objects with in MS Word when I click Insert from...

Is it possible to structure CRM so that you can view the emails that are tracked within to look like they would in Outlook? Specifically i would like to be able to see: Sender; Sent By; date & time...

Hi all, One of our clients has been using a sales queue for a while now. It is their main point of orders. Last Friday it didn't recieve any e-mail the whole day. So we tested and sure enough no...

You may need to set the attribute to either business required or business recommended and make sure that the default value is correctly set. If you do this and publish the changes then you should...

This can be done, check out this article: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm3/html/mbs_crmServicePortal.asp -- David Wasserman www.grandconsult.com

var CRM_FORM_TYPE_CREATE = 1; var CRM_FORM_TYPE_UPDATE = 2; switch (crmForm.FormType) { case CRM_FORM_TYPE_CREATE: // set Igendwas to "Unknown" // straight from the Crm 3.0 SDK var lookupItem =...

hi This sounds interesting and if you get this working could you please share this with me too. This is something i would need to get done for our organization as well. Thanks in advance Ridhima