Pages

Search

Microsoft CRM - Check out THIS undocumented feature......

Microsoft CRM - Check out THIS undocumented feature......

Check out THIS undocumented feature......

Posted: 05 May 2005 03:42 PM PDT

Sorry John,

Just to be clear, I am creating the e-mail via sdk, but sending it manually.

Regards,
Keener

"John O'Donnell" wrote:
 

Using Service - Setting up autoreply with case number

Posted: 05 May 2005 01:21 PM PDT

You can get this functionality right now from c360's excellent EmailToCase
add-in

It does exactly what you want plus more - see www.c360.com

You can download a trial - 15 days I think

Peter Lynch



"Larry" <microsoft.com> wrote in message
news:com... 

Re-using MS CRM vanila fields

Posted: 05 May 2005 01:10 PM PDT

John,
Thank you.
So just to confirm
If you have 2 options:
a. Create a new custom fields.
or
b. Reuse CRM fields for our purpose.

Which would you pick?

"John O'Donnell" wrote:
 

How to create new Business Unit (root) Parent?

Posted: 05 May 2005 11:28 AM PDT

I tried it and it worked. Let me know if there is a better way to do
this and if this is safe to do.

Thanks!

Phin

Failover statergy

Posted: 05 May 2005 08:30 AM PDT

For this situation I always recomend a SQL failover Cluster


"Dodd" <microsoft.com> wrote in message
news:com... 

Deleted User, Lost License

Posted: 05 May 2005 06:22 AM PDT

Thanks very much Dan. That did it!

"Dan Quinton" wrote:
 

Disappearing Browser when running MSCRM

Posted: 05 May 2005 06:20 AM PDT

Check out the Popup Blockers. The CRM web site needs to be on the
trusted sites list.

IE now has a built in popup blocker in SP2.

That is the symptom fo this problem.

Pierre Hulsebus
ehtc.com

Crystal Logon Error

Posted: 05 May 2005 04:14 AM PDT

You should also verfiy that your settings are as described in this section of
the FAQ:
"Identifying and fixing security problems that are preventing reports
from running"

In our experience, some of these settings are always incorrect.
If this does not solve your problem, then obtain some non-public hot-fixes
for MSCRM from MS Support, which is why you need to register a support
request.

KjellSJ
http://kjellsj.blogspot.com


"com" wrote:
 

Mass update to allow emails?

Posted: 04 May 2005 05:27 PM PDT

Interesting alternative Dodd - painful, but it's good to have options.
Thanks to both of you!


"Dodd" wrote:
 

Lead vs Non-Lead sales process

Posted: 04 May 2005 01:38 PM PDT

No sweat. :-)

"Nahi" wrote:
 

Checkbox Group

Posted: 04 May 2005 01:14 PM PDT

Thanks Dave. I don't understand your comment on the check many picklists.
Can you clarify?


"Dave Carr (dave- no com" <com> wrote in message
news:googlegroups.com... 

Crystal Memory Leak?

Posted: 04 May 2005 01:00 PM PDT

Thanks Dan, I have not charted the memory usage but that’s a good idea. I’ll
have to check around to find out how to follow your suggestions. If you are
willing, could you send me an email with some details? dean_headley AT hot
mail Dot com Thanks

"Dan Quinton" wrote:
 

E-mail templates used in a sales process

Posted: 04 May 2005 10:30 AM PDT

Hi,

Thanks for the quick response. I appreciate it. I should have mentioned in
the background that I gave that I did make it an Opportunity Template type.
I'm also not creating a workflow rule. I'm trying to add an action to a
stage of a sales process. I may be just being too specific, but I wanted to
say that in case it makes a difference. Any other suggestions? I've found
that there isn't a ton of helpful documentation about this, so anything
would be helpful.

Thanks,
--John
Remember, the early bird gets the worm,
but the second mouse gets the cheese.
"Dodd" <microsoft.com> wrote in message
news:com... 

SSL for CRM

Posted: 04 May 2005 09:20 AM PDT

install cert at CRM server. That enables the https (443)

Hope you're not thinking of putting the CRM server on the internet.
I've tried to using port forwarding so that CRM server is not exposed.

I was having a lot of issues, so I gave up on this idea.

CRM Securities.........

Posted: 04 May 2005 08:55 AM PDT

Thanks,

I have one Business Unit only. All users are under this business Unit.

I created a new role and assigned the full permissions to Core Records.
Now data is visible to CEO Business Role users for Accounts..........
If any other Role or my New Role user goes to Accounts......they can see no
Accounts but they are able to see
all other data like Contact, Activities and Notes..................

I created Accounts in CRM using DTS services.

Regards,

Moonis

"Dave Carr (dave- no com" <com> wrote in message
news:googlegroups.com... 

Account Creation

Posted: 04 May 2005 07:47 AM PDT

only suggestion would be to create a custom form that the users will use to
create only sub accounts. The problem even with this though is they still
need the create account security right. No easy way to get around this one.

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Chris" <microsoft.com> wrote in message
news:%phx.gbl... 

Deleting Quotes

Posted: 04 May 2005 02:00 AM PDT

You need to change the Statecode number so as to change the quote back
to active. You can then delete it. Do this in the MSCRM QuoteBase
table.


Ian Kelsall wrote: 
"Won" 
remove 
only - I 

Can not change field

Posted: 04 May 2005 12:50 AM PDT

For example the field "Price per Unit" in Opportunityproduct.

"John O'Donnell" wrote: