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  • Forum Post: Crm Resource Management - Service Scheduling

    Marti Fletcher
    Hi Guys, how do we achieve showing users and facilities according to businessunit on Service scheduling, as far you know every user can show all facilities or user on resources.
    on 19 Jul 2008

  • Forum Post: Re: Making heads and tails och services, etc in CRM 4.0?

    Leon Tribe
    In my experience, contracts is one of the least used parts of CRM. If you are not specifying time allocations or numbers of cases beforehand, I don't think you need to be overly concerned with contracts. Service activities are great for companies which have well-defined services which go for well...
    on 28 Jul 2008

  • Forum Post: Re: Making heads and tails och services, etc in CRM 4.0?

    MartinNr5
    Hi Leon. We will be using the service scheduling component, this is one of the reasons we are evaluating CRM 4. It does seem though as if a case would be enough although some of our assignments run on indefinitely. Still, I guess I can always filter out the time spent on the case during a specific...
    on 29 Jul 2008

  • Forum Post: Re: Service provider CRM on SBS?

    Leon Tribe
    I'm not sure but isn't SBS limited to 75 users? One decent sized client or 2-3 average sized ones and you'll have to immediately migrate. Leon Tribe
    on 3 Aug 2008

  • Forum Post: Re: CRM 4.0 and CRM Outlook Client issues

    Leon Tribe
    The address book one I've seen similar behaviour. If you go to the option settings for the user, there is now an Address Book tab. I have yet to see the option of having just the user's contacts populate the address book work. The only option that appears to work is if the user accepts all contacts...
    on 7 Aug 2008

  • Forum Post: Business Closure Following for Users

    SGoldsmith
    Greetings, When setting the work hours for the users I get an error if I set the follow business closures check box upon saving. Any idea where I have gone wrong with this. Steven
    on 18 Aug 2008

  • Forum Post: Re: Very New to CRM

    Leon Tribe
    If you have the requirements and a fair idea of their current business processes, the next step is to work out how CRM fits into this. If you don't have it already, download the demo VPC and user's guide from Microsoft downloads. Once you have this you can work out where the gaps are and how...
    on 27 Aug 2008

  • Forum Post: What happened to un-licensed users?

    Jon Swoveland
    Hi all, My previous experience with CRM was with version 3, with which you could create users who did not have access to the system (and therefore did not consume a user-license), but could still be used in the service calendar as schedulable resources. Am I missing something, or is this simply...
    on 26 Aug 2008

  • Forum Post: Re: Move CRM4 contact data to Outlook?

    Leon Tribe
    If you have the option enabled, all contacts you've created or that belong to accounts you've created will be automatically synced to Outlook. The rules behind what gets brought down to Outlook can also be changed to suit your needs i.e. 'only sync contacts whose name is XXX' Leon...
    on 16 Sep 2008

  • Forum Post: Marketing List: Manage Members

    Adam Bergstrom
    I downloaded a CSV list of leads into CRM 4.0 and wanted to create a cold call campaign to generate some interest in an event I'm hosting. The list of leads includes multiple contacts from the same company (i.e. President, VP Sales, Controller etc). Is there a way to setup my Marketing List in...
    on 16 Sep 2008

  • Forum Post: Re: Leads/Contacts/Accounts/Opportunities

    Leon Tribe
    Generally speaking the definitions are quite flexible but here is the common definition: Lead: An unqualified opportunity. This could be as simple as a business card or a conversation overheard in a pub Contact: The individuals your business interacts with during the normal course of the day (normally...
    on 26 Sep 2008

  • Forum Post: Re: Upgrade: CRM 3.0 > CRM 4.0 - with the data migration?

    Leon Tribe
    The implementation guide is a good start: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en This takes you some of the way there. The rest you should be able to piece together from the forum posts and Google. The short version is...
    on 28 Sep 2008

  • Forum Post: Re: Installing MS Dynamic CRM 4.0 on VPC

    Leon Tribe
    The implementation guide is a good start (http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en). Essentially though you install the server and then install the client. The pre-checks will tell you what you're missing. Leon Tribe
    on 30 Sep 2008

  • Forum Post: Re: tax and discount

    Leon Tribe
    Could you use a discount list and set the minimum to 1? Leon Tribe
    on 1 Oct 2008

  • Forum Post: Re: Localised sample data

    Leon Tribe
    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
    on 16 Oct 2008

  • Forum Post: Re: Track in CRM for Appoinments

    Leon Tribe
    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
    on 27 Oct 2008

  • Forum Post: Re: Re: CRM Outclient "unable to connect. Still unable to connect to CRM. connection lost etc.."

    Tamim AlKhiamy
    Hi all, I hope that you can help me in fixing this annoying pop up I tried all the above mentioned solution, but nothing work, every thing is ok, Web client & Outlook client, but just this popup still arise. the anonymos access is check for the whole website & for _img folder I installed...
    on 23 Mar 2009

  • Forum Post: CRM 4.0 integration with GP 10.0

    Monica Glenny
    MSDynamicsWorld.com recently posted an article referring to "A new Dynamics CRM integration to Dynamics GP" which "is available now and will pave the way for other CRM-to-ERP integrations developed by Microsoft in the future..." Microsoft Distinguished Engineer Mike Ehrenberg indicated...
    on 24 Mar 2009

  • Forum Post: Name Format Setting in System Settings

    Kinga
    Hello I need to change the Full Name format from First Name Last Name to Last Name, First Name. When I change it in the System Settings (Administration area) it only affects new records while all existing records still show the Contact Full Name according to the previous setting. Does anyone know...
    on 2 Jun 2009

  • Forum Post: CRM 4.0 Web Service (CrmServiceWsdl) Error

    Chris Lang
    We recently refreshed our CRM development environment from our production installation using steps defined in KB952934. After completion, the wsdl in /mscrmservices/2007/CrmServiceWsdl.aspx no longer functions properly. The mscrmservices/2006/CrmServiceWsdl.aspx appears to be working properly. Did we...
    on 30 Nov 2009