Related Posts
  • Forum Post: Can I separate data out of a single instance of CRM Online?

    I am posting this question here and in the Usenet group because I am really hoping for an answer. We have a group of separate organizations/companies that work together in a number of instances, and a "sales/management consultant," for lack of a better, non-proprietary way to describe the...
  • Forum Post: Help - Custom report generating too many lines

    I am creating a report that will show all the contacts invited to appointments ( in the required field), by using appointments and activity parties, and I am getting each detail line repeated for each person involved in the appointment. I have tried filtering the party type as required, the "party"...
  • Forum Post: Re: Making heads and tails och services, etc in CRM 4.0?

    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...
  • Forum Post: Re: Sales process from Leads to ....

    I would use the same lead record and only disqualify it when they directly say they are not interested. If you send an email and hear nothing, they are ripe for a resend. So leads would fall into one of three categories. Closed and converted, closed and disqualified, and open. You can go to an open lead...
  • Forum Post: Re: Service provider CRM on SBS?

    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
  • Forum Post: CRM3.0 - Update rollup 3 installation failed

    When I run the file "CRM3.0-KB935364-v3-Server-ENU.exe" on the CRM server, the installation stoped after flowing error popup: "Setup failed to update the database. The installation of this update has stopped. Contact Customer Support Services." the log message is: (Diagnostic...
  • Forum Post: Using the MetaData to create / auto-update a Data Dictionary?

    Hello, Has anyone out there used the CRM metadata as a source to be linked in with a few description fields to create an auto-updating Data Dictionary that derives the majority of its information from within the core system? We were considering doing this, and I couldn't find any record of...
  • Forum Post: Re: CRM 4.0 and CRM Outlook Client issues

    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...
  • Forum Post: Project Management & Time sheet registration add-on for Dynamics CRM 3.0 and 4.0

    Our Project Management & Time sheet registration add-on lets you do everything you need to handle projects & time-tracking within Microsoft Dynamics CRM. Using the standard workflow of CRM, you can set up templates with standard project activities. Being able to use Microsoft Dynamics tools for...
  • Forum Post: Re: Change IE7 Tab Description

    Hi, Another (supported) way would be to change the caption of an existing menu, or insert a new menu, with organization name as caption.(in sitemap.xml) (Example: Workplace – Contoso) Based on every company has his own database you can do different changes in the sitemap.xml Workplace - Org1 ...
  • Forum Post: Re: 4.0 emails are getting automatically tracked in crm and i don't want them to be

    Hi, -Check User Settings -Check Email router -Check Forwarding rules something found? regards, Rene
  • Forum Post: Re: CRM 4.0 Applications Certification

    Hi, Do you know this document? http://www.microsoft.com/learning/en/us/exams/dynamics/632.mspx My personal experience of the exam: Some of the answers are not best practice and some question like “what is the most efficient way to"... and so there is very often more than one possibility...
  • 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: Very New to CRM

    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...
  • Forum Post: Re: bulk input of company and contact from csv file

    Welcome aboard. The 'internal key' is generally referred to as the GUID (pronounced goo-id). Using the import wizard, the best approach, as it sounds like you've discovered is to import the accounts, extract the GUIDs and name, match them up to the contacts via a vlookup and import the contacts...
  • Forum Post: Re: Data Out of Range Error while adding new CRM user

    Best guess is that you have too many characters in one of your fields. Name too long, etc. You can look at the entity attributes for the systemuser entity to see what the allowed lengths are and that might help. You could also try enabling tracing to find the cause. You can download the 3.0 Debug...
  • Forum Post: Re: Duplicate an entity instead of recreating one from scratch

    There isn't a copy entity function per se. You could export the contact entity and edit the configuration xml by hand to create something nearly identical but there are a few relationships/fields you wont'be be able to include (like customer) because they are system entities and not enabled for...
  • Forum Post: Re: Check list linked to a new course form

    One way to do this would be with workflow. On the creation of the course record, a number of tasks are created against the entity. These would sync back to Outlook. 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: error importing a CSV file

    I can't see an attached file but this error msg can display if the file contains carriage returns in it. Often these crop up if the source of data is something like Outlook which dumps into csv format without stripping these out. To clean up the data, isolate the column giving you grief and use...
  • Forum Post: Re: Mobile client for CRM 4.0

    Hi, The browser-based version for CRM 4.0, Microsoft Dynamics CRM Mobile Express, is supposed to be available in beta late 2008 according to Microsoft. Microsoft has a Windows Mobile client for CRM 4.0 in the works through a joint effort with TenDigits but it hasn't been released yet . Several Independant...
  • Forum Post: Re: Why upgrade CRM 3.0 to 4.0?

    The best place to go would be the 'what's new' guides but here are a few changes: -Can handle multi-currencies for opportunities -Can handle multiple languages on the one implementation -Much more freedom in defining relationships between entities -Multi-tenancy (can have multiple company...
  • 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...