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The downloadable VPC demo is probably a good place to start. http://www.microsoft.com/downloads/details.aspx?FamilyID=dd939ed9-87a5-4c13-b212-a922cc02b469&DisplayLang=en Leon Tribe

There are two main players that I know of: CWR Mobility (http://www.cwrmobility.com/ ) which works on the Windows Mobile platform TenDigits (http://www.tendigits.com/ ) which works on BlackBerry From memory, Microsoft is working with TenDigits to also bring their solution to the Windows Mobile...

Hi Greg, If you're wanting to print the opportunity, you can do this from the opportunity form with the print icon. However, if you're looking to print off a customized form as part of your workflow, your best bet is to create the form and then link it into the form as a report. Even if...

Hi, I have an rdl report file I created in SSRS 2005. The report has to logos included but when I deploy the rdl file to the CRM , those images does not appear in the report . Is it possible that I have to upload the images on some certain location on the server so the CRM is able to disply them?

I have a client who wants to use the Marketing Campaign capabilities of CRM... However, they want to limit the number of e-mails that are sent. For example, if a user Distributes a campaign activity that will create 10 e-mails, they want those e-mails to be sent via CRM. BUT, if a user Distributes a...

Save the data into a unicode-compliant text file, NOT a csv. The import tool will read it and bring the data in correctly. Leon Tribe

You need to look for the local data rules and modify the rules for Contacts. Leon Tribe

Hi All, I am trying to migrate some product data using Data Migration Manager. I hace created one CSV file with the fields like ID, Product name, Default Unit, Decimal and Unit Group. I am providing the GUID for Default Unit and Unit Group respective to our CRM Data. I have mapped the field with...

In the user options (CRM-Options). On the general tab you can turn off what gets synched between CRM and Outlook. Turn off the 'Appointment' option and it should stop synching. Leon Tribe

Unfortunately we will be terminating the services of one of our sales people shortly. I can easily disable the user account and reassign records etc. But my question is: how do we stop our ex-employee from accessing confidential information that is stored in his MSCRM Outlook client when they are offline...

It also depends on whether you will be running reports based on a user's department. As a general rule I create the structure as it saves messing around later on. Leon Tribe

Hello Cielo, Can you tell me what hotfix was it? I installed the Microsoft Dynamics CRM add-in for Outlook recently. Now I am reproducing the same problem. In my case even an empty add-in generated by VSTO doesn't allow Outlook to close when the cRM add-in is enabled. I tested an add-in...

Sorry, forgot to note that Add-in Express based add-ins aren't influenced by the CRM add-in. They were fairly simple, though. Regards from Belarus (GMT+2), Andrei Smolin Add-in Express Team Leader

I'm using the Business Intelligence Development Studio to write a series of reports for CRM that incorporate both CRM and GP data. In the Studio environment I can query the GP database, but when I upload the report to CRM, that data connection fails. I've tried hard-coding in a username and password...

Broadly speaking you install CRM 4.0 on the new server and you can then restore the VMWare CRM DB onto the new SQL server and add it in via the deployment manager. The implementation guide gives information on this: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang...

i want to be able to prevent a lead being created unless some specific fields have data entered. eg the Lead Source.

There is a downloadable user guide from Microsoft which may go into more detail http://www.microsoft.com/downloads/details.aspx?FamilyID=0db4d487-1baa-4619-9bc5-074d73c3997d&DisplayLang=en Leon Tribe

We've all been tripped up by this one at least once I think. Welcome to the club, we have jackets. You need to make the workflow 'Organization' scope, not 'User' ;) Leon Tribe

If you open the customization.xml in the zip file do you find "Cm_cm_" or just "Cm_"?

Hi ladies and gents. At our company we have more types of cases. For example update of hw, update of sw and so on. It would be nice to have more filters to choose from the drop down box when looking from associated view of some account to his cases. Is it possible to replace currently available filter...

I am creating a workflow process that will generate an email when certain attributes change on a case. When I try to use Dynamic Values to populate the text of an email, it will not populate the values, it will only list the "fields" in the email generated. Example of what is in the email upon...

Hi all, i have fresh CRM 4.0 installation on DEV server and got task to install new language(germany) . MSI file installed successfully but when i'm enabling language(via web GUI Administration->Languages) i got an error message: i already made changes to web.config file to increase executionTimeout...

Hi all, when new crm user created, after domain logon name filling and press tab key rest fields filled automatically from AD by particular attributes mapping schema. Now i have a task to change this behavior in one fileld. In General tab "Main Phone" field" should be filled with data...

Jason, Bruce here from the Microsoft Dynamics team and there is a video answer to your question available. Lutz from the Support team was onsite at the show and was able to answer the question you asked. You can see the video at: https://community.dynamics.com/blogs/msdyncommunityteam/archive...

CRM currently assumes a wildcard at the end of a word/phrase in Quick Find. The client's business requirement is to customize CRM so that a wildcard is also assumed at the beginning of that word/phrase. I realize that typing a wildcard is not difficult, but it's the client's business requirement...