Tech Support > Microsoft Windows > Windows CRM
Two CRM-configurations available for one users
Posted on September 7th, 2006 | 1 Comments

The current version of CRM won't support multiple "forms" for each entity. So, if you are using the same CRM instance, then there is only 1 form allowed. You could use JScript to hide/show fields,...

Is it an Entity or what
Posted on September 7th, 2006 | 1 Comments

You can create a "unit" entity and then link it to contacts. You can also create a middle entity that would like Unit to Contact plus maintian information about the rental agreement, if...

Error with "Delivery Status Notification (Delay)"
Posted on September 7th, 2006 | 2 Comments

We have done some testing in this area and have found it to be a bug in how the exchange server treats the CRM email. The problem is that the SMTP connector gets stuck on a LineFeed character (LF)...

Allow users to copy text from articles
Posted on September 7th, 2006 | 0 Comments

As far as I can tell, there is no way to select and copy text from a knowledge base article.* I've run into 2 situations so far this morning where that would've been useful. Linda *OK, I could...

Adding entity into workflow manager / Hide user details
Posted on September 7th, 2006 | 3 Comments

Mark, I haven't heard of any way to do that, but you might try just creating a custom entity, and relating it to the user one... That you could easily hide from any non-Sys Admin...

Articles in certain subjects should only be availble to certain us
Posted on September 7th, 2006 | 2 Comments

Thanks for the ideas, John! I'm not sure the first would work for us, since many users throughout the company would be creating articles that customer care would be using, but maybe there's a way we...

passing field to report, anyone?
Posted on September 7th, 2006 | 1 Comments

Perhaps this article on MSDN will help you: http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0usingparameters.asp "Jack" wrote:

Converting contacts into leads
Posted on September 7th, 2006 | 2 Comments

Thanx Matt, but unfortunately this contact was not a lead originally. Will I have to delete these "contact/leads" and then re-create them a sleads? -- Healthy Heart "MattNC" wrote:

Crystal Report Error - Custom Print Button
Posted on September 7th, 2006 | 0 Comments

Hi, We have a custom quote report that is triggered from a button. When a user selects the Print Quote Button on the quote page, the quoteid is passed into a custom report we created and the quote...

Looking for the Hotfix
Posted on September 7th, 2006 | 1 Comments

You need to contact Microsoft support in order to get hotfixes. Best regards, Stefan Sachs "Luke Davis" wrote:

Error when tracking in CRM 3.0
Posted on September 7th, 2006 | 1 Comments

Check in tool, rules and see if you have the TRacking rule (server rule) If you have that and still doesn't work, recreate the users profile. Rename the old one c:\documents and setting\rename...

rejoin sales process
Posted on September 7th, 2006 | 1 Comments

no, once the user has used the actions - change stage feature then the automatic sales process is lost ============================== John O'Donnell Microsoft CRM...

CRM 3.0 Training DVDs?
Posted on September 7th, 2006 | 2 Comments

Microsoft MBS offers a number of e-courses which can be completed online. I have not seen any DVD training courses. ============================== John O'Donnell Microsoft CRM...

MSCRM 3.o post upgrade
Posted on September 7th, 2006 | 1 Comments

Which groups and in which BU? v3.0 introduced a change with Roles in that they can only be edited at the "top" of their hierarchy. In v1.x you could override priviledges at a sub-BU for the sane...

Tracking Outbound Emails
Posted on September 7th, 2006 | 1 Comments

You need to add an email address to the SystemUser record for the logged in user. This can be done via the Setting..business unit..users maintenance. -- Matt Parks MVP - Microsoft CRM "Jo Pitts"...

Viewing records from sub-entities
Posted on September 7th, 2006 | 1 Comments

Pretty sure you will need to write your own ASPX page to display this. -- Matt Parks MVP - Microsoft CRM "simisam" <simisam@discussions.microsoft.com> wrote in...

How to edit entitys attributes directly?
Posted on September 7th, 2006 | 1 Comments

You will first need to remove the "bad" mapping that you created. Since it is referncing the field, you need to do that prior to trying to remove the field. You also need to remove it from any...

Any way to save a CRM contact to outlook?
Posted on September 7th, 2006 | 5 Comments

I understand. Don't know the answer at this point. -- Larry Lentz MCSE+I, MCSE W2K, MCDBA, MCSA Messaging Lentz Computer Services Microsoft Small Business Specialist San Antonio,...

KB articles do not save correctly after adding section to template
Posted on September 7th, 2006 | 0 Comments

I created a template, used it to create an article, and published the article. Then I realized I needed another section at the beginning of articles like this, so I changed the template to include...

Show the number of comments on the Comments tab
Posted on September 7th, 2006 | 0 Comments

Rather than making each user "check" the Comments tab each time they view an article, it would be helpful if the label on the Comments tab could read "Comments (0)", or "Comments (5)". As it stands,...