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

Hello Friends, I am using MS CRM 4.0 trail version. I am tiring to create new entity using CRM wizard. Entity will be creating successfully, but when I am trying to open any view after creating entity, CRM will give following error. *******************************************************************...

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...

It also depends on whether you will be running reports based on a user's department. As a general rule I create the structure as it saves messing around later on. 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

You need to look for the local data rules and modify the rules for Contacts. 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

Could you use a discount list and set the minimum to 1? Leon Tribe

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

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...