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  • Forum Post: Re: install MSCRM 4.0 server and client in one machine

    Eric De Jaeger
    Hello, To install MS-CRM on your laptop, you will need to install [a lot of memory and disk space !] a virtual machine application like Virtual PC or VMWare, then create a virtual machine running under SBS (at least). Then you will be able to install and run your CRM server into this virtual machine...
    on 7 Jul 2008

  • Forum Post: New Workflow influences functionality of external Javascripts

    bilbo
    Hello, Does anybody know about this voodoo issue: - write Javascripts that are embedded from /isv/ and embedded with the onload event of a form, others that are fired onchange. works fine - create a workflow on the same entity, publishing it. (no dependencies to the javascript, only the same entity)...
    on 8 Jul 2008

  • Forum Post: Can't update an existing report - DSPipeDetails won't run in Visual Studio

    jmd30094
    I am trying to add a column to the Sales Pipeline Detail report. I have successfully downloaded it and opened it in Visual Studio. I have the correct connection string but as soon as I refresh the DsPipeDetails dataset, Visual Studio no longer sees all of the fields. This happens even before I make any...
    on 10 Jul 2008

  • Forum Post: Can't Edit CRM Reports that have a Pre-Filter

    WU Shock
    When I am looking at the reports list and select "More Actions...Download Report" and try to open it in VS2005 I get an error referring to a <custom> tag. The underlying dataset is aliased with CMRAF_Filterd Entity to provide a pre-filtering option when the report is run. How do you...
    on 9 Jul 2008

  • Forum Post: Report questions in CRM Online

    LonO
    We're having problems with reports in CRM Online. We need a report that would give a count of "All the Accounts where StatusStage = Target and HealthSystem IS NOT BLANK", plus another count of "All the Accounts where StatusStage = Target and HospitalPartner IS NOT BLANK", plus...
    on 12 Jul 2008

  • Forum Post: email out of the box

    Curtis Eidson
    Hi-- I have a fresh new install of CRM 4. I haven't been able to find any great docs on what is really necessary for CRM 4 e-mail to work. Do I really need smtp installed on the CRM box? or do I just point it to my exchange server during the CRM install (adds registry key "IncomingEmailServer"...
    on 21 Jun 2008

  • Forum Post: Crm Resource Management - Service Scheduling

    Marti Fletcher
    Hi Guys, how do we achieve showing users and facilities according to businessunit on Service scheduling, as far you know every user can show all facilities or user on resources.
    on 19 Jul 2008

  • Forum Post: Welcome to the CRM Using Forum!

    Editor
    Greetings community members, Based on your feedback, we've created this new Microsoft Dynamics CRM forum for all your questions about USING the product. Please post your questions in this forum so that all community members can read and respond in true community spirit. If you are looking for...
    on 18 Jun 2008

  • Forum Post: Re: Making heads and tails och services, etc in CRM 4.0?

    Leon Tribe
    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...
    on 28 Jul 2008

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

    Leon Tribe
    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...
    on 29 Jul 2008

  • Forum Post: Re: Service provider CRM on SBS?

    Leon Tribe
    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
    on 3 Aug 2008

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

    Brigit
    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...
    on 5 Aug 2008

  • Forum Post: Using the MetaData to create / auto-update a Data Dictionary?

    Keith B. Bassett
    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...
    on 7 Aug 2008

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

    Leon Tribe
    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...
    on 7 Aug 2008

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

    Richard Rezac
    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...
    on 10 Aug 2008

  • Forum Post: CRM3 lookup field

    Gnapel
    I have a problem regarding a lookup field. I made a entity, with a parental link to accounts. When i select an account, i want the industrycode to be brought along. so, i thought i could use the lookup function.This is what i have: lookupItem = crmForm.all.new_klantid.DataValue; if (lookupItem...
    on 11 Aug 2008

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

    Leon Tribe
    In the Outlook client, CRM-Options-Address Book tab. Leon Tribe
    on 18 Aug 2008

  • Forum Post: Re: Very New to CRM

    Leon Tribe
    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...
    on 27 Aug 2008

  • Forum Post: CRM 4 and Sharepoint on the same server

    Uwe Braunholz
    Hello, i installed WSS to our CRM server. At first it seemed to work nicely, but now we noticed that no workflow was running anymore. Cheching the server I found out the MSCRMAsyncService was not running. The Eventlog says: ---snip--- Host CRMSERVER: failed while monitoring asynchronous operations queue...
    on 28 Aug 2008

  • Forum Post: Re: Data Out of Range Error while adding new CRM user

    Wes Weeks
    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...
    on 3 Sep 2008

  • Forum Post: Re: Move CRM4 contact data to Outlook?

    Leon Tribe
    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...
    on 16 Sep 2008

  • Forum Post: Marketing List: Manage Members

    Adam Bergstrom
    I downloaded a CSV list of leads into CRM 4.0 and wanted to create a cold call campaign to generate some interest in an event I'm hosting. The list of leads includes multiple contacts from the same company (i.e. President, VP Sales, Controller etc). Is there a way to setup my Marketing List in...
    on 16 Sep 2008

  • Forum Post: Re: CANT SAVE EDITED RECORDS

    Wes Weeks
    You'll need to get some more information in order to address this. First, on the CRM server check the application event logs to see if it is providing any information about the error. Additionally, you may need to enable tracing and gather some logs in order to find the source of the problem. You...
    on 18 Sep 2008

  • Forum Post: Re: Double byte character support

    Leon Tribe
    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...
    on 24 Sep 2008

  • Forum Post: Re: Double byte character support

    Leon Tribe
    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
    on 25 Sep 2008
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