2004 Hi, I installed CRM 3.0 for SBS using the CRM defaults. It created the website using port 5555. How do I publish this through ISA so that I can access it via the internet? Do I Publish a Web...

Is there a way to add a picklist programmatically ? If there is, a sample code would be greatly appriciated. Thank You in advance

Change the default setting of the filter on the history or activity tab. Double click any account in database, the activity & history tabs are located on left. Filter- defaults to 30...

hi there, even i was having the same problem but got it fixed. it seems that you dont have the right service pack for sql, that is the reason the installation can't detect ur sql instance. check out...

Hi i tried this, but it doesn't help me. And it also doesn't help on the problem that i am unable to switch back to online mode. /Martin "Ian" wrote:

Same error as others about CRM client not connecting: An error occurred loading Microsoft CRM functionality. Try restarting Microsoft Outlook. Contact your system administrator if error...

Hi- Did you verify that the CRM Bulk Email Service is running on your server? The service is not started by default. -Nathan -- Nathan Trueblood VP Client Services

Hi- Has anyone else seen this? We upgraded from CRM 1.2 Pro to CRM 3.0. The new UI is much improved, but we're having a lot of difficulty with tracking inbound email. We have the CRM token...

Thanks, That is what I was thinking as well based upon everything I have researched. "Mike Morisoli" wrote:

We are experiencing data issues so I was wondering if the 1.2 to 3.0 migration will help clean up any problems either automatically or by notifiying us of any failures. We had some issues with...

Is it possible to create a pdf file with MSCRM merge functionality. Thanks

I found it on my own- updated the 'isdisabled' attribute to "1" in the "systemuserbase" table for all desired users you wish to disable. "Shawn" wrote:

Sergei/Min, If you want to close a campaign response, use the ACTION menu. That will give you a form where you can convert it to a new lead, and existing lead, or a new opportunity. There is also a...

Did you create an attribute map between your custom entity and the related system entities? A default map is created, but it's extremely lightweight. You are responsible for constructing the rest of...

Ok disclaimer :), highly unsupported ofcourse so use this at your own risk. In the METABASE: In the Entity table, look for the QueueItem entity and change the IsCustomizable field from 0 to 1. In...

Thanks for your answer. I used the new slugs but my problem was specifically to retrieve the value "name" of an account when you build a quote workflow. Loïc "chad.buser@ncsi.cc"...

Unfortunaltely I think you have to create that new field in each entity's schema... "Lou" wrote:

As you've already created a manual rule, the easiest thing to do is to create a CREATE rule that has one action: EXEC subprocess. It will look like this: when a task is created exec <Manual rule...

Not sure if this is what your after but try this: Do an advanced find on the Parent Account and then in the next field under Related, add Contact(Parent Customer) "Karina" wrote:

Same here.