Tech Support > Microsoft Windows > Windows CRM
licensing question
Posted on April 11th, 2008 | 0 Comments

in crm 4.0 enterprise edition, we can install other services/roles in separate servers for scalability. how does licensing works on this scenario? another question, if i have multiple web server...

Error Installing CRM Data Migration Manager
Posted on April 10th, 2008 | 2 Comments

Hi, thought I would ad this if you have not yet seen it. http://forums.microsoft.com/Dynamics/ShowPost.aspx?PostID=2890767&SiteID=27

CRM 3 Outlook Client New Record Button
Posted on April 10th, 2008 | 2 Comments

Thanks, I thought it had to be something simple. Should have played around. Regards "Richard Riddle" <RichardRiddle@discussions.microsoft.com> wrote in...

4.0 Change an Account to a Lead
Posted on April 10th, 2008 | 2 Comments

You might try exporting the accounts to Excel and importing them as leads. You can then disable or delete them from accounts. You might need to do some testing first to see how feasible this is for...

Turning off CRM Toolbar in Excel
Posted on April 10th, 2008 | 0 Comments

When I turnoff the CRM toolbar in MS Excel, the toolbar reappears the next time I open Excel. Any ideas for keeping it off? (CRM 4.0, Excel 2003)

SRS Connector Validation error
Posted on April 10th, 2008 | 5 Comments

"Stuart Hebron" wrote:

CRM 3 and CRM 4 running on one machine
Posted on April 10th, 2008 | 2 Comments

I do not believe so. Installing CRM 4 on a server with CRM 3 is going to uninstall CRM 3 and install CRM 4, upgrading the database in the process. Shan McArthur - VP, Technology ADXSTUDIO Inc. | ...

Access Iframe object from an Event
Posted on April 10th, 2008 | 5 Comments

Well I am answering myself in case somebody is reading : I manage to access/change value of the iFrame writing in the onload/onchange/onsave event : document.frames.document.forms.elements Hope that...

check box field on list view
Posted on April 10th, 2008 | 7 Comments

So....what kind of workflow rule would I use? Since the list view will only show Yes/No values since that is the basis for the boolean values, how would I do the workflow for this? I don't want an...

Error Tracking Emails using Outlook when Attachment has Ampersand "&"Character
Posted on April 10th, 2008 | 2 Comments

On Apr 9, 6:06 am, David Oxley <DavidOx...@discussions.microsoft.com> wrote: Thanks for the verification. Appreciate it. Now if I can only figure out how to log a bug to Microsoft. Unfortunately...

Can't see email attachments in history
Posted on April 10th, 2008 | 0 Comments

When I create and send an email from the CRM and attach an attachment to it everything is fine, it sends ok. But when I look up that activity in history it shows me that there was an attachment...

4.0 Report Question
Posted on April 10th, 2008 | 3 Comments

Glad it helped, were are all novices in some areas and novices in all areas at one point in time. Best Regards, Donna "Camilla Turner" wrote:

Error Creating Order From Quote
Posted on April 10th, 2008 | 2 Comments

Hi Ted, I am not sure I understand what you mean by 'setting the Quote to Won' and then trying to create an Order. The squence of events should be to Convert the Quote to an Order and then complete...

Long Pause When Clicking On Search Fields In MS CRM 4
Posted on April 10th, 2008 | 0 Comments

We're experiencing long pauses between clicking the "Search For Records" field and the cursor becoming active in MS CRM 4. It is particularly bad on the Contacts page. We're seeing this issue across...

Add an email address to the Address Entity
Posted on April 10th, 2008 | 0 Comments

I have added an email address field to the Address entity and placed it on the Address Form. I want that email address to be added to an order, quote, invoice, etc when I choose a particular address...

Merged Outlook CRM Contacts
Posted on April 10th, 2008 | 0 Comments

I have been working with my users eliminating duplicated contact entries in Outlook/CRM. I have been advising the users to Merge the Contact record, because our sales people don't have the "delete"...

Many to 1 Relationships in CRM 4.0
Posted on April 10th, 2008 | 1 Comments

Hi Mark I think you have the same issue as me but a slightly different stance. I'm still to find a workable solution, but I do have a newsgroup thread in the CRM.Developer group you many be...

Error Number: 0x80041d1f - Invalid User Id
Posted on April 10th, 2008 | 2 Comments

On 10 ÁÐÒ, 14:41, Niths <Ni...@discussions.microsoft.com> wrote: Thanks for reply, Nith. Forgot to tell, we are using CRM 3.0 yet. I've already add our crm server to PrivUserGroup. But this error...

Error Importing reports into CRM 4.0
Posted on April 10th, 2008 | 0 Comments

Hi NG, we are using the the VPC-Image. It is not possible to import in VS-Studio created reports into the CRM system. The following error occures: "An error has occurred.Try this action again. If...

Error when creating new account "Insufficient Permissiions"
Posted on April 10th, 2008 | 3 Comments

Hi Steve, Which other entities does the Account have relationships with? Have you created any custom relationships between Account and one or more other entities? "Steve" wrote: