I am getting ready to start customizing CRM for a Service implementation. The majority of support requests will come via email queues. Users will then convert to a case. About 80% of the emails...

Hi Alan, Did you install Windows SBS 2003 R2 in a different server or you did an upgrade to the existing server and have SQL 2000 and SQL 2005 running on the same server? What you can do is to...

Hi Raj, Easily to add a second account lookup field? "No" Able to add a secondary account lookup field? "Yes" what you can do is to add two text fields, one storing the name of the account and...

Just a suggestion -- to get around this, we established several Excel macros to 'tweak' the data file before importing. If you use column headers, and the header names match with the CRM schema...

I may have spoke too soon. This fix worked on one machine but not the other one. Anymore ideas that may work. Thanks so much -- Heather "Daniel" wrote:

TopCat wrote: If it crashes when selecting pull down menus then there's a hot patch available from Microsoft (KB article 918899) http://support.microsoft.com/?kbid=918899

I appreciate your response, just not the answer (just kidding). -- Thanks, Brian "John O'Donnell" wrote:

I've just created a few reports and it appears that they may be caching during the open CRM session. Here's what I did: Added the new report to CRM. Run it and closed it. Made changes to an Account...

Hi John. Actually, I did log this with MS support, they have no clue but I suspect it is indeed a timeout issue. It looks like it is working for a period of time then you see the rollback in SQL...

Thank you for the clarification.

Hi, Is it correct that PreCreate and PostCreate callouts do not fire on the creation of an Invoice when it is converted from an Order? The callouts fire fine when the Invoice is created...

Hi yourself! :) John. Microsoft Principal Architect This message sent from Windows Vista! "Mark Braithwaite" <MarkBraithwaite@discussions.microsoft.com> wrote in message...

1. It would be great to be able to create a relationship between a custom entity and the contract line. We have a serialized piece of equipment that we created a custom entity for and we would need...

Can you provide more details - for e.g Are you trying to use static export or dynamic export? What do you mean by formuals show up but are not usable? Which crm grid are you exporting the formula...

Got this one as well. The CRM was not configured to use our Exchange server but rather the default SMTP. The ISA would not let it do the deed. Sorted. Cheers all. GAZ

Here is my code to copy the status reason to another field when the status is open, does anyone know why the value in the field does not persist when the status changes? var stateText; var...

Thanks for the reply. I got it already :) "Niths" wrote:

i experienced the same issue before. i just reinstalled the CRM outlook into my client machine. "Mike MIS PM" wrote:

It would be nice when sending direct email and sending it from a different crm user account that the template would recogzine that and then pull the user information into the email template of the...

I have never seen this - I would just the crystal support KB's as this sounds like a bug ============================== John O'Donnell Microsoft CRM MVP http://www.crowechizek.com/microsoft