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Does anyone seen the following error? Customize customeraddress LookupView and add the column "parentid". After publishing this customization I can´t open customeraddresses from account- or contact form. Everytime I´m getting an error. Delete this column will solve the problem. Another...

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...

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...

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

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

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

Unfortunately we will be terminating the services of one of our sales people shortly. I can easily disable the user account and reassign records etc. But my question is: how do we stop our ex-employee from accessing confidential information that is stored in his MSCRM Outlook client when they are offline...

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

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...

Hi all, when new crm user created, after domain logon name filling and press tab key rest fields filled automatically from AD by particular attributes mapping schema. Now i have a task to change this behavior in one fileld. In General tab "Main Phone" field" should be filled with data...

Hello, Is it possible to create a contract line from a workflow. I don't see the Contract Line entity when adding a Create step. Any help would be greatly appreciated. Thanks!

I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...

Hello, I am having some problems with the http://crmServer:5555/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx web service. When I go to the IIS where the WS is hosted and try to browse it, it shows an empty page (blank). Then, as I have a IFD + OnPremise installation, and I have my custom ASPX web...

MSDynamicsWorld.com 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...

Hi All. Was wondering if someone could help me, I have downloaded the CRM 4.0 Demonstration virtual pc, from here - http://www.microsoft.com/DownLoads/details.aspx?familyid=DD939ED9-87A5-4C13-B212-A922CC02B469&displaylang=en I have also downloaded the document which tells you about valid windows...