Tech Support > Microsoft Windows > Windows CRM
BCM to CRM 4.0 data migration
Posted on March 31st, 2008 | 2 Comments

I figured the only way to migrate history was to read the BCM SQL tables and then convert the output to csv files. I gave up at that point. -- Grizz "Lon Orenstein" wrote:

Email to Case workflow Question on CRM 4.0
Posted on March 31st, 2008 | 2 Comments

The "ReportedBy" property had a CrmReferenceTargetAttribute defined on it. I had it set to the wrong entity. I also was not sure exactly how to set it up in the Workflow Interface. I found that I...

Opportunity Unique ID
Posted on March 31st, 2008 | 2 Comments

You could also use an IDENTITY attribute on a column in the database, if all you needed was a unique number. (This is unsupported, btw) you need to create an Attribute, publish it, then run this...

CRM4 default view
Posted on March 31st, 2008 | 8 Comments

:-) -- Michael Höhne, Microsoft Dynamics CRM MVP CRM Blog on http://www.stunnware.com ---------------------------------------------------------- "bayareacrm"...

Best practices on number of attributes
Posted on March 31st, 2008 | 2 Comments

Thanks MD! There was no message. The Data Migration Manager was applying my choices and it just vanished from the screen. Where do I find the byte size you mentioned and what do you define as...

Account Summary Fields
Posted on March 31st, 2008 | 3 Comments

Thanks but I am sure I could write the SRS report a lot faster, I'm much more stronger there.

CRM 4.0 Templates and Workflow
Posted on March 31st, 2008 | 0 Comments

How do you set the "regarding" field in workflow when you setup a job to send an email and you tell CRM to use an email template. The regarding field is missing, which means my email doesn't get...

CRM 4 web client deployment
Posted on March 31st, 2008 | 2 Comments

Have a look at IFD - Internet Facing Deployment documentation guide <sabecas@gmail.com> wrote in message news:50424ac4-6a78-49d4-8fab-68a4a92cbb38@m36g2000hse.googlegroups.com... On Mar 28, 5:34...

CRM4: How to remove More Addresses for Accounts
Posted on March 31st, 2008 | 2 Comments

Just remove the left nav bar item with js - numerous exapmples around - try www.stunnware.com - Michael has some examples Pete "Bevan Edwards" <BevanEdwards@discussions.microsoft.com> wrote in...

CRM Cases
Posted on March 31st, 2008 | 2 Comments

Thanks for your reply Benjamin. a) What would be the best way to default a customer for every new case? I have tried to set the default the customer guid via the "on load" event but it does not work....

Copy qoutations in CRM
Posted on March 31st, 2008 | 0 Comments

Hi, Do anyone know how to copy one qoutation and create multiple qoutations with same header and item details in CRM 2007. Do copy control would work or any BAPI should be used. Any ideas from...

The dynamic worksheet option is gone
Posted on March 31st, 2008 | 2 Comments

"Denzel" wrote: I am also getting the same thing - I am trying to create a dynamic worksheet for Accounts. I have Office 07. I cannot find a entity that offer the Dynamic option. I am also not...

Adding new attribute
Posted on March 31st, 2008 | 4 Comments

lookup connection work fantastic as i was looking for, but i would like to invoke this lookup in my Email template (Email Notification). but i cannot see this lookup data field value while...

How Should I Send Weekly Email to Cleints?
Posted on March 31st, 2008 | 2 Comments

On Mar 24, 2:55*am, Stewart A <Stewa...@discussions.microsoft.com> wrote: Unfortunately there isn't a way to do this in the standard product which is why we have created a low cost addin to...

Look Up Address buton for Contact Entity
Posted on March 31st, 2008 | 2 Comments

Hi Ronald, Many thanks :) - this puts me on the right track. "Ronald Lemmen" wrote:

Setting up CRM 4.0 Services on specific days of the week.
Posted on March 31st, 2008 | 2 Comments

I'd do that, but the Service entity is a system entity and cannot be customized :-( -- MD "Kamal" wrote:

CRM 4.0 Workflow - Accounts and Contacts
Posted on March 31st, 2008 | 0 Comments

Hi I want to do a workflow where if an attribute on the account is changed, a relative value in all contacts under that account is also changed. Can someone please advise me how do I go about doing...

Error Loggin onto CRM 4.0
Posted on March 30th, 2008 | 2 Comments

I received the same error, coincidentally shortly after customizing the service activity form. Your resolution worked for me as well -thanks for posting. "MD" wrote:

Change ms crm folder structure in Outlook (Outlook Client)
Posted on March 30th, 2008 | 1 Comments

How can I remove the area from the sitemap file over privileges? Thank's Michel "Michel" <michel_mueller@bluewin.ch> schrieb im Newsbeitrag news:uDPDwGqkIHA.5396@TK2MSFTNGP04.phx.gbl...

Long Delay Conencting To CRM
Posted on March 30th, 2008 | 2 Comments

On Mar 28, 6:22*am, lord.tor...@gmail.com wrote: I had the same situation, I found the following issues: 1.- the issue was that when I created the Web service reference, I make the reference to the...