Microsoft CRM - email missing |
- email missing
- Refresh CRM Development Databases
- Activity/Note/Email customization & workflow????
- Quote/Account removal...seems impossible??
- Building Workflow Triggers for Multiple Opportunity Types
- field not showing in custom form
- How to get start ?
- Mapping Leadsource from Lead to Opportunity
- Form Customization - Fields
- Configure a queue
- setting picklist value via onchange event
Posted: 24 Nov 2004 06:11 AM PST simi wrote: Simi, Need some information. Were you you able to receive any email from the outside SMTP world into CRM at all? Please check also the CRMEmailEnabled extension attribute for your Exchange users/queues as described in the MBS CRM 1.2 Installation Guide page 192. Also check that you filled in the e-mail addresses of your MBS CRM Users in the Business Unit Settings. Merijn |
Refresh CRM Development Databases Posted: 23 Nov 2004 12:04 PM PST Depends on what you want to refresh. If you are only wanting to refresh the customizations that you have made to the forms, then a Schema export out of production and a schema import into development should work for you. If you want to refresh the customizations and the data that is stored in the database, then you will most likely need to uninstall CRM in Dev and then use the redeployment tools to reinstall CRM as a replica of production. Jason "Scott" wrote: |
Activity/Note/Email customization & workflow???? Posted: 23 Nov 2004 07:51 AM PST Yes it is. However, if you search this group via Google, you will find some unsupported links that will allow you to modify the views. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Tue, 23 Nov 2004 14:26:38 -0500, "Chris" <nospamchurleynospamatsecurespeeddotccnospam> wrote: Matt, Thanks for the answer. What about customizing the Activities and Notes views? I don't see how to do that? Is this something slated for CRM2005 also? Chris "Matt Parks" <com> wrote in message news:com... |
Quote/Account removal...seems impossible?? Posted: 23 Nov 2004 07:07 AM PST Thanx Matt, it finaly did work. Thanx Chris. Also, any online documentation which can help understand CRM better? "Matt Parks" wrote: |
Building Workflow Triggers for Multiple Opportunity Types Posted: 23 Nov 2004 05:49 AM PST Guys, Thanks for the help. I ended up getting it to work by creating a workflow rule with a series of if then else if statements and pointing to each of my sales processes (subprocesses). Downside is that if the opportunity type changes for some reason (and is not consistent with your existing process) you can not manually trigger a different sales processes to reflect the new opp type. Thanks again everyone for the help! "Dave" wrote: |
field not showing in custom form Posted: 22 Nov 2004 07:01 PM PST What? Ms not using consistant naming schemes? Blasphemy. :) Thanks for the tip! -j "Datapac" wrote: |
Posted: 22 Nov 2004 05:31 PM PST Don't we have any free docs available somewhere to get to know the MS CRM features ? "Betsy Stadick [MSFT]" wrote: |
Mapping Leadsource from Lead to Opportunity Posted: 22 Nov 2004 04:27 AM PST On Mon, 22 Nov 2004 11:16:41 -0600, Matt Parks <com> wrote: Thanks Matt, that did the job! Chris -- Regards, C |
Posted: 22 Nov 2004 03:43 AM PST Dear Vijayender, Oh I see, Thx. I hope Microsoft will come up in the future releases. Cause my company want to customize the Quote Form Fields. And want to change the QuoteID auto numbering format style. Ok. : ( Thx, Monalisa "Vijayender" <microsoft.com> wrote in message news:com... user. not |
Posted: 20 Nov 2004 03:29 AM PST Thank again Matt, I've just try the hit that you send to me and it function, well. But if my user have not the "Sales For Outlook Client" ( my ipotetic user works only with the WEB client of CRM ), how can I do with the e-mail that a client send to my user without GUID code? Is exist a way to put this e-mail in CRM WEB client? ( without use the queue ) Ciao Stefano "Matt Parks" wrote: |
setting picklist value via onchange event Posted: 19 Nov 2004 06:39 AM PST Thanks Stephen, that dit the trick! I have another question, is it possible to update another picklist, with different items. For example picklist 1 has the onchange event, when this is fired. I want to change picklist 2 so that the second item is activated. So not setting the value but using the sequence number of het items. Do you know how to do this? "Stephen Redmond" wrote: |
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