For some reason, the DataSource name in all my reports is wrong (or maybe I'm just ignorant?). Shouldn't the DataSource Name="Company_Name_MSCRM", ie the SQL database name? Additionall, why does...

Matt, Thank you very much for this information! Sarah

Hi Frank, Thanks for that, I will probably try this after the holidays. Cheers Nilesh "Frank Lee" wrote:

I would like to create a set of Bulk Import templates for Accounts, Leads, and Contacts. Particularly w/ Marketing & Purchased Lists, the format is the same and some of the field values are the...

v3.0 actually checks for a named instance and aborts the install with a hard stop. Not sure on the upgrade questions you pose as I haven't played with that yet myself. -- Matt Parks MVP -...

That is correct. It will work, but you can hit some support issues. With v1.2 there were also some isolated instances where it didn't work right in an established domain when installed on the...

Hi Glen, I tried going straight to sp4 and it did the same thing. I also tried downloading the latest MDAC and installing it. It installed just fine but when I then tried to apply sp3a or sp4 it...

The following KB article still applies for version 3.0. http://support.microsoft.com/?id=906172 Changing to ISO-8859-1 worked for us.

If a Task is created in CRM with a Due Date and Time and then it is synchronized with Outlook, the Outlook Task is create with the same date BUT the Warning check box is not activated sometimes and...

crmask wrote: Hello, our certified CRM 3.0 add-in (Quick Quote Plus) handles multi-currency requirements for opportunities, quotes & orders. For details, see www.experlogix.com or contact me....

When we try to install links through sitemap we do not get those reflected on laptop clients those are online. Whatever we are doing through isv config is getting reflected. I would like to know if...

One of the areas in the CRM most of my clients feel being neglected is the Tele marketing area. Telemarketing cannot be treated as a campaign as it is a complex task by itself. The Telemarketing...

Hello Matt, the server runs in a SBS 2003 environment. I use the webclient to connect to the server. So it is IE6 with the lastest patches installed. The client machine runs XP SP2. We updated the...

I don't think you know what I mean. It is the web URL I want to change. Ex. http://crm/reportserver. At the moment it says http://servername/reportserver and I want i to be http://crm/reportserver. I...

Hi, I have got a business requirement with a client where the records like Accounts and Contacts are owned by the Sales rep, Sales Manager and the support rep. This is fine. But when each of them...

You might have to wait until release of VSTO for MSCRM to get documentation. In the meantime, you are better of reading the InfoPath doc on how to make forms against web-services, and read the MSCRM...

But won't that create a whole new disconnected record? Then if I make changes to either they won't be in sync, and the automatic linking between emails etc won't work. "GreggH" wrote:

The contacts tab for accounts seems a little strange: 1) it doesn't list the primary contact (added on the details tab). This has to be added again 2) You cannot add existing contacts only create...

Allow details to be copied from the contact to the account or reverse. The merge facility is available but this is not suitable if you want to retain the original record. 1) This would be useful...

Allow user to select multiple records at one time to transfer to CRM. Clicking the button 200 times (once for each contact) is a little frustrating ---------------- This post is a suggestion for...