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...

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...

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

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

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

Dear All, I am new to Dynamics CRM 4 system and I am hoping you would be able to help me to resolve this issue I am having. The CRM system is using MS SQL server 2008 for database. I have imported 2.2 million contact leads into the same database in effect creating a table called contacts. Now the field...

Hi Aly, thank you for your reply. I will download that tool and try it. I am using SQL Server 2008 Import and Export wizard to map and import data at the moment. In contacts table I have fields CustomerAddressID (which is series for numbers from 1 to 2.2 million), BusinessCategary, CompanyName, Address1...

I need create a quick campaign with visual studio 2005 c#. But when i try it, a exception appears : 0x80040800 The method being invoked does not support provided entity type. Platform my code is the next: bulkoperation Bulk = new bulkoperation (); Bulk.actualend = new CrmDateTime...

I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..ect.. Is this possible? If so How would I go about...

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...

Normal 0 false false false EN-US X-NONE X-NONE ...

Seit de Verfügbarkeit und Installation von UR12 , tauchen in den Foren vermehrt Fragen nach den Warnungen bei hochgestuften E-Mails auf. Viele stellen die Frage nach einer Möglichkeit der Unterdrückung dieses Hinweises und stellen dies in Kombination mit den Einstellungen im Bereich E-Mail. Hier...

Nachdem UR12 erschienen ist und die Cross-Browser-Funktionalität nunmehr auch für On-Premise Kunden zur Verfügung stellt, ändern sich auch für Entwickler die Spielregeln. Ein Blick in den technischen Aufbau der neuen Seiten lohnt sich. Denn wurde vor dem Update Rollup 12 noch der Dokumenten-Modus IE8...

First day of extremeCRM in Rome. Bob Stutz on stage not only presenting latest news on Polaris release. Also explaining why UR12 has to be dropped from the Download Center just minutes after Bytes got published. “We won’t ship features with Update Rollups anymore. Update Rollups will continue...

After reading many blogs and postings from the eXtremeCRM 2013 in Rome (a Partner CRM event), it appears more details are now available about upcoming releases for Microsoft Dynamics CRM (CRM) for 2013. The road ahead looks very interesting and promising for CRM. It continues to have similar themes around...

So back home from extremeCRM in Rome – what are the final things you might have missed or asking me to blog about? Okay we didn’t had reliable internet connection, which of course can be a rough path, if you have to present on stage and we are all moving online… But of course there´s a lot...

I have been receiving many questions lately about the compatibility of Microsoft Dynamics CRM 2011 on-premises with other Microsoft related technologies. With the recent releases not only to CRM but also other Microsoft technologies it is important to stay on top of the latest and greatest info so that...

As SharePoint 2013 is released for both on-premises and online (Office 365) the story with Microsoft Dynamics CRM and SharePoint continues to evolve. Recently I was asked by a prospect to outline the possibilities with CRM and SharePoint so I thought I would share. First there is the out of the box option...

As another Convergence comes to an end I wanted to share some of the key items from the anual conference. It is impressive to see how far Microsoft Dynamics CRM has come. Just five years ago CRM was barely mentioned and all the attention was focused on the Dynamics ERP packages. Though the conference...

Well this blog will start a series of hopefully a few blog posts during my time here in New Orleans. The journey to the USA started from the Auckland International Airport. Boy did it start! What I mean by this is that the automatic link from NZ to USA for check-in failed and AirNZ had about 150 people...