I have posted on this one myself before and was fortunate enough to have it go away on its own last time around. I also have seen this one go unanswered for others, but here is another cry for...

I just figured out that there is an entity called "Vendors" where "Accounts" should be. I guess it was inadvertantly changed while running the set-up wizard. Is there any way to change it back, or...

the CRM folder(s) are missing from within the outlook menu. But we are able to view the crm system by typing the url in a browser window. the error warning indicates that that CRM functionality...

In CRM 3.0, I would like to customize the team entity (add an attribute). It appears that I cannot do so, even though on the Customize Entities page, the entity 'Team' is categorized as...

I am sorry I do not remember what they did, I spent a day and a half on the phone with Microsoft. I talked with several departments and they did figure it out and got me fixed. I sent in a service...

I finally found a fix for this. My problem was that it was a phone call activity and I did not have a CF*directioncode from the 1.2 install to delete. I did, however, have 4 other CF* attributes...

When using CRM, it's important to remember the "VERBAGE" and "STRUCTURE" of the system. For the most part, leads are just a bucket of "SUSPECTED LEADS" that need to be qualified. Once qualified, you...

I can automatically send email using a Workflow rule but is there anyway that I can create an email activity that the user can review and then send? At the moment the email is sent automatically...

of course. "Dave Ireland" wrote:

Hi Cindy, I am just checking in to see if there is anything else we can do for you on this topic. Please post again at your convenience and we will be here for you. Have a great week! Kind...

Hi Rich, Thanks a lot for the reply. And thanks a lot for using the Partner Newsgroups. I hope to work with you again soon. Kind regards, Mike

Does anyone know of an easy way for users of CRM 3.0 (who use only outlook 2003 to view the program, the web interface is not used) to synchronize their files so they do not have to manual click the...

You may have to contact Action Pack directly to make sure they include it in your particular subscription and get license keys if it is professional. -- Doug M - DBA "Steve Yates" wrote:

You need to export the SiteMap from the customisations and add a sub area to workplace like the following: (The sdk gives more details on this.) <SubArea Id="nav_test" Title="Test...

Thanks, I'll look into that! Greg "Min Fan " wrote:

Thank you! "Gustaf Westerlund, Humandata, Sweden" wrote:

Thank you! "Steve Yates" wrote:

Is it possible to see attributes of related-to entities in a view in MSCRM 3.0? It does seem to be possible to filter/query using these attributes, but not to expose them to the view? TIA

On Thu, 11 May 2006 15:26:07 +0100, Paul wrote: No-one??

Dear, is possible to add companyname in call form when the call is schedule on lead? I need to know the name of company when i call it...now i must open 2 form and compile the call form for...