Hello Matt, Our WordMailMerge Add-On for MS CRM let you define a sort order in the template and so the users have not to think about the sort order. If you are interested you can find detailed...

This seems to be the perfect solution I will definetely try it out and I think it should work. Thanx.

Link to my findings on Microsoft CRM 3.0 Mobile and PDA Phones in the US: http://microsoft-crm.spaces.msn.com/blog/cns!A2586C4AB938C065!163.entry Good luck. Frank Lee Workopia,...

In this case I would be opening a support case with Microsoft. You have purchased 1.0 and 3.0...I am sure they will help you out with this. ======================= John O'Donnell Microsoft CRM...

It needs to be the guid for the account record which you can find in the accountbase table ====================== John O'Donnell Microsoft CRM MVP http://codegallery.gotdotnet.com/crm

Hi there, We have a requirement that when an opportunity was 'won' and closed status is 'completed', we wanted some of the data from this 'closed ' Opportunity mapped and imported into new custom...

Hi Folks , If Any one have crm 3.0 installation and config certification dumps , Please post it or send to krishna919ATgmail.com Thanks Kris Reply »

Hi Folks , If Any one have crm 3.0 installation and config certification dumps , Please post it or send to krishnaATgmail.com Thanks Kris

Hi there, I get the attached script error when i try to change the MSCRM Option in MSCRM Outlook client and it does not accept my changes. An error has occoured in the script on this...

Thanks Laszlo, We had some issues before where changing these rules to read only caused 'automatic' workflows for users to stop working. Do you know how to get around this? Matt. "Laszlo Kovacs"...

CRM uses SQL Reporting Services. You will need to create a custom report in Visual Studio using the SQL RS add-in. Check out the CRM SDK. It has a section on Report Writing. You can also export data...

Im pretty sure you can do this, its worth a shot anyway right? It sounds like you want to have a picklist in Leads mapped to the same picklist in Opportunities. When you convert a Lead to an...

I'm using a create event. Kirsten "Marco Amoedo" wrote:

I believe the 'main address' field is already mapped between lead and Account but to add another mapping, go to: Settings, customizations, customize entities, lead, relationships, lead>account, add...

The company field of lead entity is mapped to name field of account entity. That is when you convert a lead to an account the company name from lead entity is copied over to name field in account...

Only system views can be a default view. User created view (i.e. views created from Advanced Find screen) cannot be made default view. To make the "Active Contacts" system view as default view - Go...

Thanks for a particular type of new customer we have via a certain channell the customer is "warmer" & therefore an opportunity & not a lead. "Laszlo Kovacs" wrote:

Derek, Thanks for letting me know how to change it for the future. "DerekH" wrote:

Okay, I see. You are have installed CR Server XI on a Windows machine. You opted to run under Tomcat. You specified a MySQL database as the location to have the CMS database installed. You have...

I have been trying to install CRM on a server with Exchange 2003 SP2, SQL 2005 etc. Everything is on the one box. Installation goes fine up to the point when I get "Action...