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Microsoft CRM - Cannot Customize form in crm?

Microsoft CRM - Cannot Customize form in crm?

Cannot Customize form in crm?

Posted: 27 May 2004 01:36 PM PDT

I'm starting to think deployment manager should auto restart iis after it
publishes. Perhaps first put up a dialog warning web server will be
restarted do you want to continue etc


"Gary" <NOSPAM.com> wrote in message
news:%phx.gbl... 
ALL) 

CRM - email subject line string of chars..how to hide/remove

Posted: 27 May 2004 06:24 AM PDT

I believe there is a component you can download from mbs site that hides
these strings.

Roger


"Craig Ramsey" <microsoft.com> wrote in message
news:1341501c443ed$e7b27940$gbl... 

Buttons in Activity Form

Posted: 27 May 2004 04:37 AM PDT

Like Martin said you can't do this without entering unsupported terrority,
however.....

I see no problem with creating your own app that mimics the activity history
(add a date column while your there!!) and place your button here to perform
this action (use the SDK for this).

-Gary

"Martin Gallagher" <com.nospam> wrote in message
news:com... 
editing the .aspx pages and this is not supported. You can add buttons to
the side navigation bar and also the toolbars, as well as menus on the
menubar. 
or form. Maybe this will be changed in future releases.

Promoting emails to CRM

Posted: 27 May 2004 02:49 AM PDT

I dont think workflow can do this. You might have to write your own
app.........

-Gary

"Mark Davison" <com:NOSPAM> wrote in message
news:phx.gbl... 
this 
and 
find 

CRM lead notes

Posted: 26 May 2004 03:34 PM PDT

This is by design. For example in an opportunity you can click the
administration tab and click on the Originating Lead field to open the
original lead and view attachments etc.





"Hazzem" <com> wrote in message
news:12ee701c44371$94c461c0$gbl... 

How to send <br /> formatting characters into an Email through the SDK?

Posted: 26 May 2004 02:49 PM PDT

That simple, huh? Thanks a million Gary! (I assume I
just have to stick my text in between the body tags, and
if I happen to have a <br> tag in there, html will
process it just fine...)

 
but... 
need 
its 
wrote 
will 
breaks 
to 
was 
\src\platform\include\OMCommon\CrmPropertyBagUtil. inl</fil 

Advanced search

Posted: 26 May 2004 02:00 PM PDT

Document Object Model.
http://www.w3.org/DOM/

basically its how to control/get data from forms,.....like
document.form1.element[1].text

-Gary

"Alper Can" <com.tr> wrote in message
news:phx.gbl... 
Find 
page. 
perform 

How to stop automatic moving of closed activities to history

Posted: 26 May 2004 01:05 PM PDT

c360 has Activity summary which includes both open and
completed items (as well as notes) on one tab. It is
worth the investment.
Linda 
completed items from 
everything on the 
and i 
accesible without a 
work? Could you 
activity as 

Resources for MSCRM customization

Posted: 26 May 2004 11:09 AM PDT

Other than the examples from MSDN and the SDK I dont know where else you
will find good references. They have examples on MSDN that are
C#.........also alot of the code examples in the SDK are in C#........

-Gary

"Arch" <com> wrote in message
news:google.com... 
message news:<phx.gbl>... 
help 
the 

What good is CRM if it's not integrated?

Posted: 26 May 2004 10:02 AM PDT

Dave,
Not sure what you mean when you say if you migrate
Exchange contacts into CRM you have to maintain two
separate systems. If you use the Outlook client, then
you can make changes in CRM which will be reflected in
Outlook Contacts.
HTH,
Dave 
other applications 
it's "native" integration 
BizTalk Server to 
little more overhead to 
companies. 
either done using 
or purchasing a 3rd 
integrated with your 
module, you still need 
Exchange into CRM. Now 
You add a contact 
vice versa. 
implementation is a less 
must integrate with 
direct data exchange 
supported, it looks like my 
integrate CRM with my 
to let CRM access 
contains some native 
conclusions? 

ASSIGN means automatically SHARE ?

Posted: 26 May 2004 07:11 AM PDT

I put in a support request on this issue, and Microsoft confirmed to me that
it's a feature, not a bug. I put through a product suggestion on
CustomerSource that they change this "feature" in the next version. Please
put through more suggestions, so that they actually do this! I've
experimented with workarounds, but not found one. If you assign it to
another user again, it just adds the user to the share list. The only way
to get rid of the shares is to manually delete them...
John

Access Levels

Posted: 26 May 2004 06:51 AM PDT

Are you saying that if the owner of an account record changes, say
from a salesperson to a post sales support person, and these 2 owners
are from different BU’s then the account record would continue
to be owned by the originating BU?

Surely the owning BU of an account record must change as the owner
changes….

Thanks

<microsoft.com> wrote in message news:<1310d01c44366$d3117b80$gbl>... 

Assign/share CRM email

Posted: 25 May 2004 10:00 PM PDT

Thank you - one thing I haven't checked yet - if you assign contacts
to someone else, will incoming emails be then directed to their inbox?
I don't see how this would work, as the email would still be sent to
the individual unless MSCRM applies an automatic workflow on this ...

<microsoft.com> wrote in message news:<12e6d01c44367$b7432560$gbl>... 

Urgent: Is there anyway to recover CRM data without the master and msdb databases?

Posted: 25 May 2004 05:51 PM PDT

Hi Matt,

Thanks for that.

Luke


"Matt Parks" <com> wrote in message
news:com... 

Disqualifying a lead

Posted: 25 May 2004 08:39 AM PDT

Dave,

How do I edit the status field? Do I use the schema manager?

Thanks
Lee


"Dave Carr" <microsoft.com> wrote in message news:<1328801c44369$2281de60$gbl>...