Contacts and Accounts can be added as Customers to Service Activities -- Graham This posting is provided "AS IS" with no warranties, and confers no rights. Use of included script samples are subject...

This is a pretty simple question of permissions. We don't automatically assign ownership because of the scenario mentioned earlier in this post. You can definitely implement a workflow to...

That's one of the most requested features. Using the SDK is the only way to do this currently. -- Graham This posting is provided "AS IS" with no warranties, and confers no rights. Use of included...

It's possible to get a view with the name of a customer, but not the address information. The reason this is not possible, among others, is performance. Pulling data from other entities via database...

That is likely correct. If you specify the duration as 2 days, the system will look for a continuous block of time that is 48 hours in duration as opposed to a host of other options (48 consecutive...

Did you create statusreason mappings between lead and opportunity. If yes, then there is possibility of such behavior. -- This posting is provided "AS IS" with no warranties, and confers no...

Hi there, A little confused with CRM 3.0 Logging in with my account (I have all roles associated to my account) I cannot see the SETTINGS tab. I then logged out and relogged in as administrator...

An annotation has an objectid and an objecttypecode, that is the way it relates to it's parent object. So in case of a Contact the objecttypecode is 2 and the objectid is the contactid of the...

Thanks Jay. I think that's what we're going to go with. We'll be able to format the result set in reports so that this does not appear as information overload. Thanks, Russ "Jay Grewal " wrote:

Once I create a quick campaign, I discover that there are records (either accounts or contacts) that I forgot to put on the list. Is there any way to add recipients to a quick campaign?

I've been playing with CRM 3.0 for a couple of weeks now. We have a number of clients who would like the functionality in the Sales and Marketing Modules, but don't use contracts, contract lines,...

I have a custom entity which contains mapped account ids and some other data - I have customised al my views to show the account but when I use the letter buttons to navigate the data the system...

www.interquad.com in the UK is where I purchased from. Ian "Brian McFarland" <BrianMcFarland@discussions.microsoft.com> wrote in message news:3A1C2C13-F54D-44BC-BAFA-17D2E8C31835@microsoft.com...

OK, I found the solution for me on another post in this group but wanted to post the solution here. First, I logged into the CRM web site using the administrator log in. This is the log in used when...

I found my out my error. Check to see what ports you are configured to connect to. I had changed my SSL port from 444 to 4444 and CRM was trying to connect to the previous ports of 444. "jks"...

I have a client who wants to have a master contact list so he can see the entire list. He has a handful of clients who will need to be able to view overlapping subsets of those contacts, but should...

Hi , I am not able to send an email from either the web client or the Outlook client. But im able to receive all the mails as expected. I have installed the router, created the requierd rules and...

I had the exact same problem. However I found that I had forgotten to save after unchecking the Restricted Access checkbox on the administrator screen. Once I unchecked the box and saved the screen,...

Thanks Mike, but why has it got its own view with "From - To - Subject..." when this can not be displayed anywere? Thanks, SturE

By default, the IIS web site allowed anonymous connections. I disabled them, allowing only integrated authentication. It now works fine! @ntonio