Tech Support > Microsoft Windows > Windows CRM
CRM 3.0 SDK Duplicate Detection
Posted on August 1st, 2006 | 5 Comments

Hi! Sorry that I am not sure what is wrong. You can open the file CheckForDuplicateAccount.aspx from the browser directly. it will give you the error message. It may help.

How to skip sales stage?
Posted on August 1st, 2006 | 1 Comments

in the opportunity you can go to actions - change stage to manually change stages. Note that once you have done this the sales process is no longer automatic meaning you have to continually move...

Badly Formed FieldXml
Posted on August 1st, 2006 | 1 Comments

if you click on the help when you get this it will sometimes give you tips on fixing the issue ============================== John O'Donnell Microsoft CRM MVP http://www.crowechizek.com/microsoft

Converting lead to oppurtunity, can we make the notes copy
Posted on August 1st, 2006 | 2 Comments

Well its on the bug list - no guarantees though :-) ============================== John O'Donnell Microsoft CRM MVP http://www.crowechizek.com/microsoft "Bullitt Fitzhugh"...

Using Groups in 3.0 ala ACT!
Posted on August 1st, 2006 | 1 Comments

You could use a marketing list to do this as a marketing list can be populated from an advanced find. Marketing lists can be used like this even if you dont want to use them for full blown campaigns....

Check last Sync Time
Posted on August 1st, 2006 | 1 Comments

I was searching for the same subject and didn't find an answer, so I wrote a query to display this information for all users, you can filter or group on FullName if you want a specifc user: select...

Creating new attribute with Lookup as data type
Posted on August 1st, 2006 | 2 Comments

Thanks for the feedback but it didn't produce what I need. What I need is: Add a new attribute in Account entity called 'Dealer of record' that will look up same records as system Parent Account...

Passing parameters with a navbar customization
Posted on August 1st, 2006 | 1 Comments

Navbar items will automatically pass the ObjectType & ObjectId to your page in the querystring. -- Matt Parks MVP - Microsoft CRM "reportwriter" <reportwriter@discussions.microsoft.com> wrote in...

CRM Phone Calls don't go to Outlook Calendars
Posted on August 1st, 2006 | 3 Comments

Actually, at last count, there are well over 25 different implementations of MS CRM within Microsoft. They have an internal staff that is dedicated to working with these implementations and helping...

Workflow Config Method Error
Posted on July 31st, 2006 | 2 Comments

But isn't the whole point of having "allowunsignedassemblies = 'true'" so that you don't have to register the assembly? Another thing is that if I try the workflow rule on a different CRM server and...

Planning Tools
Posted on July 31st, 2006 | 4 Comments

BINGO! That's the one - thanks Cozy! "Cozy" <cozy@groups.com> wrote in message news:O0DI2oOtGHA.3912@TK2MSFTNGP03.phx.gbl...

Going Offline in Outlook with CRM
Posted on July 31st, 2006 | 1 Comments

Just a thought but maybe the local rights on the laptop prevent the system from sychronising? File system rights? "Matt Harvey" wrote:

Multilanguage
Posted on July 31st, 2006 | 0 Comments

"Ulf" <Ulf@discussions.microsoft.com> schrieb im Newsbeitrag news:13F3E67E-4A70-4576-B783-AA91C8D1BE43@microsoft.com... Yes, this is possible by an Multilanguage-AddOn I developed for one of...

Products-Standard Cost & Current Fields
Posted on July 31st, 2006 | 1 Comments

The Price list entries define calculation rules that are based on these values. You can define the calculations for either Markup or Margin from the costs. -- Matt Parks MVP - Microsoft CRM

Local administrator privileges on CRM server?
Posted on July 31st, 2006 | 1 Comments

There is little that a "business user" would need to do in Deployment manager on an ongoing basis. So, I don't see the inssue in having this tied to an Admin user that is in the group that would...

Lost on queues...
Posted on July 31st, 2006 | 4 Comments

Thank you all for the suggestions/clarifications. It seems that you have to do some customization and/or purchase some 3rd party tools for the queues to really be useful... Thanks again, Jon "Jon...

Creating new E-mail Template Type for new Entity
Posted on July 31st, 2006 | 0 Comments

I am trying to create a new E-mail Template for a Custom Entity (workshops) and find I need to create a new Template Type for the E-mails. Does anyone have any experience on how to create a...

CRM Inbound emails
Posted on July 31st, 2006 | 0 Comments

Folks I have two problems, I suspect that the are related: a) All inbound emails are getting to the crm queue mailbox, but not being attached in crm to the relevant activity/accounts etc. We have...

Grouping view in Microsoft CRM 3.0
Posted on July 31st, 2006 | 1 Comments

Answered in Dev group. -- Matt Parks MVP - Microsoft CRM "Andrej" <Andrej@discussions.microsoft.com> wrote in message news:D049221E-F7E9-4531-9098-0C6BB14D8BA0@microsoft.com...

label, display and schema names
Posted on July 31st, 2006 | 1 Comments

Most of this data is stoered in the Metabase DB, but updating it directly is not recommended. Some of the data is also stored in the OrganizationUIBase table in the MSCRM DB. -- Matt Parks MVP -...