- CRM CustomerID
- Posted on March 16th, 2008 | 5 Comments
Thanks again peter, how should i proceed with lookup? can lookup have 1,000 Entries in it? Kindly advice, Much appriciated. SAB "Peter Lynch" wrote:
- Fax Integration
- Posted on March 16th, 2008 | 5 Comments
Very helpful. Dumped the fax integration idea then :) "George Doubinski" <georged.delete@alexanders.remove.net.au> wrote in message news:Of9XC5ehIHA.4740@TK2MSFTNGP05.phx.gbl...
- Data Migration Manager and Attachments in CRM 4.0
- Posted on March 16th, 2008 | 4 Comments
My recent blog post elaborates how to migrate attachments in detail. The blog is located...
- Migrating Attachments in CRM 4.0
- Posted on March 16th, 2008 | 2 Comments
How do I transform a marketing list on the Client for Outlook CRM 4.0 to an Outlook contact list (distribution list) - I would like to send the marketing list an attachment... (as this is a routine...
- CRM should let me change email recipient on templates
- Posted on March 16th, 2008 | 1 Comments
You are absolutely right. I wonder too why this is like that. "knavas" wrote:
- Clone Contact doesn't work in CRM 4.0 when opening different entit
- Posted on March 16th, 2008 | 2 Comments
The htm code below had the field mappings reversed, so now it works - amazing how no-one caught this, but once it was fixed - it works like a champ. Actually the workflow piece is an automated...
- Check Box retaining values on Cloning v4
- Posted on March 16th, 2008 | 6 Comments
Hey Brett - Try something like this: oSource.all.new_donotphone.DataValue = all.donotphone.DataValue; I think that may be a little closer to your original question although the other posts are...
- Sales Targets for Sales Manager
- Posted on March 15th, 2008 | 0 Comments
Hi All, I need to input yearly a sales target for our sales managers. History should be kept for reporting. Does anyone know where to find some info on how to set up suxh an entity. Thanks for any...
- Merge Mail Template for Custom Made Entities
- Posted on March 14th, 2008 | 1 Comments
The fields that you get in the mail merge are driven by the data fields selected in the mail merge tempalate record. try setting the fields by opening the mail merge template detail page and click...
- CRM 4.0 Mail Merge - Custom Entities
- Posted on March 14th, 2008 | 2 Comments
custom entities do support mail merge, if it is an upgrade env. make sure that the ismailmergeenabled field for that custom entity is set in the metadata. For more info...
- Put a table in mail merge quote.
- Posted on March 14th, 2008 | 3 Comments
Hi Phumulani, save a local copy the default Quote for customer template. then update the document by inserting a table with single row. In each of the columns place the mail merge field. see the...
- mail merge via email on campaign activities in the web client
- Posted on March 14th, 2008 | 1 Comments
Campaign activity distribution is not available via web. you will need to install the crm outlook client and then run though it. The reason for it not being available in the web is because the...
- CRM 4.0 Mail Merge Error: Record 1 contains too many data fields
- Posted on March 14th, 2008 | 7 Comments
hi JeffreyJ, Ya the bug is annoying yet harmless. it get invoked only when you are running edit or create template in word. Just dismiss the error and proceed with your work. if you upload the...
- V4 Mail Merge on Custom entities
- Posted on March 14th, 2008 | 2 Comments
Check the blog for the section "Configuring mail merge support for entities." http://blogs.msdn.com/crm/archive/2008/03/14/mail-merge-and-more.aspx "Phil Kedward" wrote:
- Enable Mail Merge from Opportunity Entity?
- Posted on March 14th, 2008 | 1 Comments
In crm 4.0 it s enable by default. in crm 3.0 its not possible. "Bill G." wrote:
- CRM Environmental Diag Wizard, errors in SQL server
- Posted on March 14th, 2008 | 5 Comments
Did anybody get a resolution on this. This is hanging up our own internal CRM upgrade to 4.0 and we also migrated to a new server. We sent the information to CRMData mail and have gotten no...
- Opening Mail Merge prompts for user name and password
- Posted on March 14th, 2008 | 1 Comments
I have seen it happening ones. its word behaviour, The word is trying to download the CRM template form the server. THe template is available for anonymous access. but some time word things it needs...
- Mail Merge Missing
- Posted on March 14th, 2008 | 9 Comments
If you are Crm 4.0. Then the mail merge is moved from More Acitons menu to the tool bar menu. check for the word icon next to export to excel one. regards, shashi. "jtp" wrote:
- [Issue] Template sharing not displaying
- Posted on March 14th, 2008 | 1 Comments
Hi Ross, Thats good point. Sorry, looks like we missed it. But good point is, you can fix it easily by updating the mailmergetemplatepersonal.xml located in the server install directory...
- SRSDataConnector will not install
- Posted on March 14th, 2008 | 3 Comments
Hello, I resolved the issue by installing the SRSDataConnector directly on the SRS Server. Hope this helps. Thanks, Jeremy "Karthik-" wrote:
