- Multi-Lingual fields Salutation
- Posted on March 13th, 2008 | 0 Comments
Hi, I need advice on multi lingual field in CRM. I would like to have all my fields (Salutation - Miss, Mister, ....) in English language. The contacts can be from different countries (UK, Germany,...
- Mail Merge: Label
- Posted on March 13th, 2008 | 1 Comments
Hi, check the below article in MSCRM 4.0.In MSCRM 4.0, Resource center--> sales-------->Create mailing labels from a marketing list. "Roland Pleli" wrote:
- Purge Workflow Logs
- Posted on March 13th, 2008 | 1 Comments
Hi C.J., You cannot delete records from the workflow log as long as they are active. Are you sure that they are finished? Also, why does the deletion of the records fail with the script? -- Ronald...
- CRM Web to Lead Question
- Posted on March 13th, 2008 | 1 Comments
Hi James, Did you have this code working before with CRM 3, or did you start immediately with crm 4? The code does nothing spectacular. What it does is fetching the data from the user input and...
- Migration from Lotus Notes Base CRM to MS CRM
- Posted on March 13th, 2008 | 1 Comments
Hi Sunil, Microsoft does not have any tools out of the box to support this. Also I'm not aware of any 3rd party addon to provide this functionality. What you will need to be looking at, is how to...
- workflows
- Posted on March 13th, 2008 | 1 Comments
Hi jackie, The workflows are defined on the server. You should log in to the server on which CRM is installed. There you can start the workflow manager and start creating workflows. Hope this...
- crm outlook client cant go back online
- Posted on March 13th, 2008 | 1 Comments
I solved this. Customer was running Microsoft ActiveSync to sync outlook to their PDA. Apparently the CRM 4 outlook client does not like active sync. "ilibhart" wrote:
- workflow error
- Posted on March 13th, 2008 | 2 Comments
I'm paste request.EntityMoniker.Id=entityContext.InstanceId; and get Exception on response that {"Server was unable to process request." } "Richard Riddle" wrote:
- View using attributes of several tables (entities schemas)
- Posted on March 13th, 2008 | 1 Comments
In CRM 4 some (not all) of the views allow you to add columns from other entities. This does require that the entity which you want to add columns from is in a one-to-many relationship with the...
- Mouse-on view for Service Activities& Appointments in Service Cale
- Posted on March 13th, 2008 | 6 Comments
What I found out was that when you are looking at the resources view in the service calendar that the tab general is first and the actual service activity or appointment is the second tab. But when...
- CRMAF_ ??
- Posted on March 13th, 2008 | 2 Comments
Hi, The purpose of the CRMAF_ view alias is to receive the entity id (GUID) of the entity that is currently being queried. For example you want to run a report off a case form but you only want...
- Trial install CRM4 - all green ticks but still cant login !!!
- Posted on March 13th, 2008 | 6 Comments
Hey, Stu! This is 100% kerberos-related. What are you using as your service accounts on the SQL Server, the SQL Reporting Server, and the CRM Server? If you are using local accounts, you need to...
- CRM v3.0 Security Requirement?
- Posted on March 12th, 2008 | 1 Comments
You can only manage this by careful use of Business Units, such that all non-sensitive accounts are in the same business unit, or a child business unit of most users, but there is a separate business...
- Email reminders in CRM
- Posted on March 12th, 2008 | 1 Comments
You should look at workflows or sales processes - if it's related to an opportunity. Both allows you to automatically create the appropriate activities for you and you can also send an email to...
- Form OnLoad event for Case Entity not firing?
- Posted on March 12th, 2008 | 5 Comments
On Feb 12, 11:10*am, "Peter Lynch" <discussi...@microsoft.com> wrote: NOTE: We ended up finding that one of our scripts was not good - once we fixed it, all was well. Thanks!
- CRM 4.0 - Implementing sales process as an opportunity workflow
- Posted on March 12th, 2008 | 2 Comments
Oh another thing. You could redo sales stages in CRM 3.0 and there si no way to do this is CRM 4.0. It would take far too much custom programming to restore the fucntionality that was available in...
- Service Selection Rule in CRM 3.0 not being obeyed
- Posted on March 12th, 2008 | 0 Comments
Hello, I've got a strange problem with CRM 3.0. I've got a service selection rule set up to select resources in such a way that it should be the least busy from any site from a resource group. The...
- Struggling with resource allocation and services
- Posted on March 12th, 2008 | 0 Comments
I'm trying to implement the last stage of our CRM and that's the scheduling of resources. We offer services to clients but the resources vary considerably. I started by defining services and adding...
- tax percentage field Functionality to automatically calculate taxe
- Posted on March 12th, 2008 | 1 Comments
yes please!! "Ed Podowski" wrote:
- Want to enable "Direct E-mail via Mail Merge" in MS CRM 3.0
- Posted on March 12th, 2008 | 0 Comments
When i push the Direct E-mail via Mail Merge : YES-option in the MS CRM 3.0 system it just goes back to "No" when i refresh!? Rolles and so and are fixed and ready! Is there any other way to change...

