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  • 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: Are the SQL Views Updateable i.e. FilteredContact

    Robert Mackey
    I am reading up on using the SDK and it’s not pretty compared to the Scribe or SSIS. I reviewed some of the views of the CRM database in SQL Server Management Studio such as the [ MSCRM . dbo . FilteredContact]. The csv file bulk update method in CRM for the Contact table left me with more questions...
    on 28 Oct 2008

  • 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