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Microsoft CRM - Leads and B2C vs. B2B

Microsoft CRM - Leads and B2C vs. B2B

Leads and B2C vs. B2B

Posted: 30 May 2005 02:55 PM PDT

So it is right to say that Contacts are B2C clients ?

Following your advice, I just discovered that I could indeed make the Name
field optional in the lead form, however, the default view still has 'name'
as the primary column and I can't seem to change that...

Blaise

"Richard Fransen" wrote:
 

Products from different price lists in one order?

Posted: 29 May 2005 07:48 AM PDT

bad news.

thanks

Outlook 2003 Integration with CRM 1.2

Posted: 28 May 2005 01:26 PM PDT

Current version only support the Sales Module in Outlook client.

Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA

"Troy" wrote:
 

Query re correspondence tracking

Posted: 28 May 2005 01:24 PM PDT

Marketing Module is coming in Microsoft CRM v2.0 so this will solve your
problem of tracking which correspondece ID goes with which list of contacts.

For the time being, here is an option that could work and supports easy
upgrade:

1. Create a memo field for each contact and enter in corresponence ID(s) in
there; for example 12.13.18 ...

2. When you search for these contacts using advance find "12" to filter
those contacts that you've sent Correspondence id 12 to or Correspondence id
13 and so on...

3. To search for contacts that did NOT get Correspondence 12, then filter on
this field "Does not contain" 12...


Here is a link to creating custom fields in Microsoft CRM step by step with
screen shots:
http://www.workopia.com/howto/AddingCustomField.htm


Good luck.

Frank Lee
Workopia, Inc.
http://www.workopia.com/Links.htm
San Francisco, CA

"Jan" wrote:
 

CRM for Outlook is broke

Posted: 27 May 2005 11:36 AM PDT

The first thing I always try is remove and re-add the SFO Outlook addin,
which is crmaddin.dll. When you remove it you should exit and re-open Outlook
before adding it back.

If this doesn't work then you can try to re-register crmaddin.dll. Remove
the addin in Outlook, close Outlook, re-register the dll using regsvr32.exe,
open Outlook and add crmaddin.dll back to your com add-ins.

One of these two fixes works most of the time.

The other thing we have found is that SFO is not compatible with McAfee 8.0.
If you have McAfee 8.0 installed on the machine the SFO CRM folders won't
work. There is a workaround for this problem described elsewhere in this
forum.

When none of the above works I usually uninstall and reinstall SFO
completely.

Regards,
Mike Parks
--
Mike Parks
Georgia Institute of Technology
Atlanta, Georgia


"Microsoft" wrote:
 

Configure Field to Read Only

Posted: 27 May 2005 06:16 AM PDT

Thank you

"Brandon" wrote:
 

Signature on CRM emails

Posted: 27 May 2005 03:20 AM PDT

additionally you could set up Exchange to append all outgoing messages
with signature.

Pierre Hulsebus
ehtc.com

touching base with contacts

Posted: 26 May 2005 10:32 PM PDT

Thanks Matt. This seems to work really well. the only issue I do have is
that th wait for in CRM seems a bit random. I did a wait for xx minutes to
test the rule and it seemed to all of a sudden wake up hours later.

Thanks again

"MattNC" wrote:
 

Unable to install IBF for MS-CRM

Posted: 26 May 2005 08:15 AM PDT

Hi Alexander,

Thanks a lot for your question. And thanks a lot for posting the answer.
If we can ever be of assistance, please post in again!


Kind regards,
Mike Christl

Microsoft Online Partner Support


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