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Hi Fraser, I don't know of any third party products off hand, but if you have anyone with any programming experience they can probably create one in a few hours or less. Its fairly straight forward to develop against the CRM web services and you'll have added flexibilbity you won't get...

I Can create new records, but cannot edit and then save records. I get "an error has occurred"., contact the community or MS support. Clues anyone?

Yes it does. I've worked on systems with Japanese and Chinese and it worked without a problem. There is one inconvenience in that name sorting is assumed to be off the second name (the western surname). This is not always appropriate given the traditional Chinese name is written with the family...

As the system I worked on had a primary language of English, we did not mess with the sort order so if you leave it as default it should be fine although I'm far from a SQL expert. 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...

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...

Short of developing an import utility or using a third party tool like Scribe, if you can extract the data out of the CRM into csv format, you can import it using the standard import utilities that come with CRM. 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

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

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...

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

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

Hi All, I am trying to remove some system views frm the account and update the filter option with opportunity entity. How we can do that. Thanks in Advance Manish bhushan

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...

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...

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

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...

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...

Hi. If I want to schedule a meeting from Outlook and include contacts from CRM, is this possible w/o synching the contacts to your personal contacts list in Outlook? There's an address book called "CRM contacts" in my list of address books but it's empty. TIA.