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

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

This is a function of the security settings you have against the account-opportunity relationship. If you go to settings and look at the relationship you should see it set to cascading, which means security flows down to the child entity. Adjust this security and ownership of the child records will not...

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 you need...

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...

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 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...

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...

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