Related Posts
  • Forum Post: Re: Double byte character support

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

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

    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...
  • Forum Post: Re: tax and discount

    Could you use a discount list and set the minimum to 1? Leon Tribe
  • Forum Post: Re: Out Of The Box Functionality

    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
  • Forum Post: Re: Localised sample data

    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
  • Forum Post: Re: Migrating CRM 4.0 to a new server

    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...
  • Forum Post: Re: Recommended Resources for New Users?

    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
  • Forum Post: Migrating from Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011 - Import Organization failed...Why does it fail??

    Dear Experts CRM 2011 Server and SQL server 2008 R2 (running in same machine)...Installed CRM 2011 with Reporting extensions. When I try to import process the CRM 4.0 database through CRM 2011 Deployment Manager,it fails. I map all users and validation screen passes with warnings and without...