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Microsoft CRM - How to mail merge customer fields

Microsoft CRM - How to mail merge customer fields

How to mail merge customer fields

Posted: 18 May 2004 05:47 PM PDT

Oh please don't tell me that :-)


"John O'Donnell" <com-nospam> wrote in
message news:%phx.gbl... 

CRM Crystal enhancements

Posted: 18 May 2004 10:58 AM PDT

Contact MBS support and they will give you a download location for crystal
9.2.2. Note you will need to use your own license key to install it.

I think you can contact crystal decisions as well and they will provide the
same service


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

CRM Demo Machines

Posted: 18 May 2004 09:27 AM PDT

Well, from a clients perspective... it DOES look bad on a laptop with
Virtual PC's.

I had a reseller here with Dell's P4 3.06, 1 GB RAM, and two images - and it
was... far to slow to buy it.

When Microsoft does the DEMO on the product lounches, they do it without
jumping from an image to an image, and they do not do 'crazy' things. They
add a Contact, and such simple tasks, this is why it does work almost OK on
thei DEMO's.

But if you give the client the control of the laptop - so he sees how easy
and fast it is - he will click on Customization, and your PC is stuck for 30
secs...

I had two resellers doing hte demo for an hour and a half. And couldn's
really evaluate if MS CRM is teh tool for us. So I wrote MS and we become a
reseller as well. That seamed to be the quickest way to get teh installation
to evaluate the product for our internal needs.

So think twice about a laptop... :)


"Fred" <com> wrote in message
news:u2Go$phx.gbl... 
The 
be 
do 
advise 
boys 

Just a simple form change

Posted: 18 May 2004 09:23 AM PDT

You need to publish your changes from deployment manager.
 

error accessing CRM from custom web page

Posted: 18 May 2004 07:11 AM PDT

The only users who can access crm data are domain users who have a crm
license assigned to them.


"fred caldera" <microsoft.com> wrote in message
news:com... 
keep getting an http error "The request failed with HTTP status 401:
Unauthorized." 
CRM... I disabled anonynous access in IIS but still it doesn't work. Is
there any trick to make it accessible? Or to use a different user? 

Import CONTRACTS into CRM 1.2

Posted: 18 May 2004 01:34 AM PDT

its an import tool from this company

http://www.scribesoft.com/ScribeForMSCRM/


"Beatriz Martinez" <com> wrote in message
news:phx.gbl... 

Oppurtunities not calculating

Posted: 17 May 2004 07:36 PM PDT

What!?

I can't believe they expect that your oppurtunity and your quote/order would
be different.

Manual entry it is i guess.


"lindad" <microsoft.com> wrote in message
news:ea0b01c43ce2$5620c480$gbl... 

contract allotments

Posted: 17 May 2004 06:41 PM PDT

Thank you Linda for your very informative reply.
Are there any places you can point me to where I can get more detailed
information on how contracts/lines work. There seems to be
suprisingly little useful information on the user groups or on the net
regarding this subject.

Bruce



"lindad" <microsoft.com> wrote in message news:<eac401c43ce3$6e8c7cc0$gbl>... 

Adventure Works Cycle DB

Posted: 17 May 2004 01:24 PM PDT

so I can understand I can't have adventure work cycles db
for test purposes on the same server as the organisation
db ????

Thank you. 
same DB. 
<microsoft.com> 

Assigning Sales stage to Opportunity

Posted: 17 May 2004 07:49 AM PDT

Nilesh

the Actions-change stage menu option can be turned off through the use of
security roles. Have you changed the default roles?

also keep in mind that if you implement a sales process your users may
decide that using actions change stage is faster then completing or
cancelling multiple tasks per stage. You need to decide whether your users
have to use the tasks as the actions change stage does not complete the
tasks, it only changes the stage


"Nilesh" <microsoft.com> wrote in message
news:ecb301c43d06$0ee2f6f0$gbl... 

How to visualize other users calendar.

Posted: 17 May 2004 06:24 AM PDT

Thank you but we dont use the outlook client for crm. I
want do this in the web ui. Is possible extends the MS
classes like Microsoft.Crm.Web.Calendar.day to adapt to my
desired behavior?

Thank you for pay attention.
[]'s
Vinícius Pitta Lima de Araújo 
confers no rights 

outlook client question

Posted: 17 May 2004 02:58 AM PDT

Yes, no problems what so every. Worked the first time I
did as described to Jani. Have you experienced otherwise?
 
work as advertised 
ui. Is it 
client? How 
idea? 

emails arriving at a Queue

Posted: 17 May 2004 12:30 AM PDT

Venkat,
1) create a generic user inm AD (the queue-owner)
2) create a mailbox for that id
3) disable the user
4) set an Exchange Custom Attribute to CRMEmailEnabled

Tell me if the email come multiple times, because I haven't fixed it yet...

Regards,
Elena

"Venkat" <com> wrote in message
news:e78e01c43cb6$58791060$gbl... 

Simple import of Product

Posted: 15 May 2004 08:26 PM PDT

You can use the data migration framework or write custom code. Actually if
you have .net developers it may be a good exercise as its an easy task to
bulk load data using the sdk and once you have created it for one type of
crm object its pretty straightforward to do it for another etc


"Rasmus" <microsoft.com> wrote in message
news:com... 
a long list in Excel with all my Products, would it be possible some how to
import this data? 
doesn't work because there are several fields that I think CRM has to
generate the data for (or...?). Anyways, it's properly not a good idea to
play around with the database like this. So what would be the "right" way to
do this, if there is any? 
.... big. Is this really the most simple way to do a data import. 

Saving when changing pages?

Posted: 15 May 2004 05:35 PM PDT

Something else to consider is the "user experience". It would be extremely
annoying to the user to have the screen "refresh" when they clicked on another
tab. Being a web page, the user would have to wait for the save and then click
again on the tab they wanted to go to since the refreshed page would show the
default tab.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 17 May 2004 03:16:02 -0700, "Ronald Lemmen"
<com> wrote:

Hi Dave,

It is not possible to archieve this by using the options of CRM. Indeed it would
be really useful, but Microsoft does not offer this option.
But i do think it is possible to add Javascript code to the aspx pages (for
accounts SFA/accts/edit.aspx), which does run the save and close code before
closing the screen. Don't forget microsoft is not supporting any of these kind
of modifications.

Good luck,

Ronald Lemmen
Accenture
----- Dave Allen wrote: -----

Is there any way to automatically save when changing tabs after working on
a
contact or lead? It's cumbersome to have to always hit the save button...

Thanks!

Dave