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

    In the Outlook client, CRM-Options-Address Book tab. Leon Tribe
  • Forum Post: Re: A course edition linked to a year

    Add a year attribute to the course form and then you can advanced find off this field. Leon Tribe
  • Forum Post: Re: Check list linked to a new course form

    I personally would still push for activity creation as you can report off this a lot more easily than a spreadsheet. You can stage them so that when the last activity of one stage is completed the next ones are created. Another option would be to iFrame the spreadsheet or an equivalent and hold the...
  • Forum Post: Re: Move CRM4 contact data to Outlook?

    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...
  • 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: 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: Microsoft Office Information Bridge Framework

    There was a component called the Bridge Framework and it was great. Microsoft themselves used this in some of their demos and the part of it people remember was the ability to adjust a quote in Word and send this information directly back to CRM from the Word screen. The bad news is it was available...
  • Forum Post: Re: Uploading from one crm system to MS Crm

    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
  • Forum Post: Re: tax and discount

    Could you use a discount list and set the minimum to 1? 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:
  • Forum Post: Re: Recommended Resources for New Users?

    There is a downloadable user guide from Microsoft which may go into more detail Leon Tribe
  • Forum Post: CRM 4.0 integration with GP 10.0 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...
  • Forum Post: Custom entities become managed or unmanaged after Upgrade from CRM 4.0 to CRM 2011?

    We prepare an upgrade from CRM 4.0 to CRM 2013. To do so we learned to step via CRM 2011. Now we are not sure if our custom entities created in CRM 4.0 will become unmanaged (what we expect) or managed solutions in CRM 2011. Did someone has some experience in that? Thx for your answers or hints.
  • Forum Post: Can clients update their own details for a CRM Database from an external source? Email Link, Website, etc... Instead of the classic Mail Out and than re-enter the Data?

    I am currently working on a clients CRM Database cleansing data, they would like to do a large mail out to get customers / vendors to verify and update their details. Such as ABN, addresses, contacts, etc... This would involve mailing out their details, waiting for a response, re-enter data into CRM...