- Customize list of activities, status and task level
- Posted on February 6th, 2006 | 3 Comments
In 1.2 NO changes are supported. In v3.0 you can modify the entities and I believe both of those can be changed. -- Matt Parks MVP - Microsoft CRM
- non-administrators cannot install
- Posted on February 6th, 2006 | 1 Comments
That's correct. As with most complex applications with Services running....you need to install MS CRM 3.0 while logged onto the computer as an Administrator for that machine. We used Group Policy...
- crm 3.0 - can't see Settings area
- Posted on February 6th, 2006 | 6 Comments
It does seem to be possible to have your cake and eat it if you're willing to delete the cookie that the outlook client creates, every time it creates it. This is nice and easy if you only open...
- More Control on Left navigation in Detail Forms
- Posted on February 6th, 2006 | 0 Comments
Need more control to move up and down the Left navigation on the detail forms when database references are created. ---------------- This post is a suggestion for Microsoft, and Microsoft responds...
- Email tracking all items I send
- Posted on February 6th, 2006 | 0 Comments
I recently started to do marketing campaigns and since doing a campaign email mail merge activity this morning, all my emails are being assigned a tracking number. In my outlook crm menu under...
- Associated Views in CRM 1.2
- Posted on February 6th, 2006 | 0 Comments
I added a couple of case type values, published customization, and reset iis. I created a few cases with the new values. CRM seems working ok. However, there are a number of fields that don't...
- applying manual workflow rule for selected service activities
- Posted on February 6th, 2006 | 0 Comments
I would like to apply a manual workflow rule for a number of service activities. Its possible to create the manual rule, but it is not possible to run this rule from anywhere. My rule would change...
- SFO Roaming profile
- Posted on February 6th, 2006 | 0 Comments
I am using a laptop that has the Client Side CRM software installed. The laptop has the default user and my outlook profiles. When I login as the default user the SFO plug ins show up just fine in...
- CRM 3.0 crm Microsoft CRM-Exchange E-mail Router - fail to send em
- Posted on February 6th, 2006 | 2 Comments
Yes we too have same issue - the router appears to install and mail does travel out, however incoming mail/replies fail to be delivered. Interestingly we also noted that any mailboxes with rules...
- CRM v3.0 - Change Font of Read Only fields
- Posted on February 6th, 2006 | 0 Comments
We have a customer who would like to change the font color of the Read Only fields. When a read only field is presented, they complain that the font color is too light. Where can I make this change -...
- Email tracking all items I send
- Posted on February 6th, 2006 | 0 Comments
To update this, the issue has been corrected but perhaps this is a bug??? in any case it appears that when I did the campaign via email mail merge I left the word document that generated the email...
- Workflow rules do not appear in workflow monitor CRM V3.0
- Posted on February 6th, 2006 | 1 Comments
What kind of workflow rule did you make? A create or update rule? In other words, when is it supposed to be triggered? If it doesn't show up in the workflow monitor, then it might not get...
- Many Problems...
- Posted on February 6th, 2006 | 1 Comments
Ok, several things you can try: 1. try to browse to the crm server: http://yourcrmserver/mscrmservices/2006/crmservice.asmx. Can you connect and do you see the webservice description? 2. Enable...
- CustomerRelationshipBase
- Posted on February 6th, 2006 | 1 Comments
The PK on that table is the CustomerRelationshipId field. The column you reference points to the other record in the relationship. 2 records are stored for every relationship, this ties them...
- What is the plan for CRM integration for Great Plains?
- Posted on February 6th, 2006 | 1 Comments
Latest I heard (though things can always change): 1. Both 2. BizTalk will continue to be the core of the integration. Though eConnect will be used o the GP side. 3. Yes -- Matt Parks
- How to change a CRM 3.0 Server License Key after installation?
- Posted on February 6th, 2006 | 14 Comments
Directly editing the table in v3.0 won't work. This results in an error indicating that the licensing was tampered with. There's a binary field that obviously contains some sort of hash that is...
- SFO/Web Client closing activities...
- Posted on February 6th, 2006 | 5 Comments
You'd need to look into how some of the existing "multi-select" items function client side. They basically take a comma delimted list of guids and then act upon them. You could then loop through...
- Import new Site into CRM 3.0
- Posted on February 6th, 2006 | 1 Comments
You mean the Sites/Office Locations for Service? Then yes you can. there is a Site class exposed by the SDK. -- Matt Parks MVP - Microsoft CRM "Venedict" <Venedict@discussions.microsoft.com>...
- The Business Case for Workflow Report
- Posted on February 6th, 2006 | 0 Comments
I have just published a new edition of The Business Case for Workflow that contains a new section on Risk Management. As it is independent, and applies to any workflow software, it could be used to...
- PDA client for MSCRM 3.0
- Posted on February 6th, 2006 | 1 Comments
*I took this from the response I was given when I posted this question... it has not been release yet. Expect it around end of Feb. Of course this is subject to change but that was the last work ie...

