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Microsoft CRM - Mail Merge Question

Microsoft CRM - Mail Merge Question

Mail Merge Question

Posted: 15 Jun 2005 02:14 PM PDT

Tim: Actually, you can use c360's Query Manager tool to add or update the
address data in your contacts. If you can run the query that shows you the
specific contacts, within c360's Query Manager, first select all the contacts
for a particular account within your query, then click on the Action button
and select the "Update Field" option. In the dialog that opens, you can
choose the Street 1 address line and then type in the address that you want
for all of the selected contacts. Do the same for the city, state and zip
fields, and then when you do your mail merge, the contacts will all have
addresses in them!
HTH
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Tim VonDerHaar" wrote:
 

Searching Leads by company name..

Posted: 15 Jun 2005 01:41 PM PDT

For "leads" there is a advanced search or you can modify Leads Default View
in alfabetically order

For "notes" it seems a bug. I haven't any idea.

"Mike in Kansas City" wrote:
 

Fixing user with wrong Domain Logon Name

Posted: 15 Jun 2005 12:46 PM PDT

also done this...in my case it was because the full domain name was entered
instead of the netbios domain name. Again no problems have been seen and in
fact MBS support recommended this approach

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


"Matt Parks" <com> wrote in message
news:com... 
updating 
have 
was 
in 
out. 
please 

Useful CRM Documentation

Posted: 15 Jun 2005 11:59 AM PDT

I believe the only two options are (1) purchase the book through an MBS
partner, or (2) take the class where you will be given a book.

Exchange Problems

Posted: 15 Jun 2005 11:00 AM PDT

When you say "I have verified that they have been received becaue they are in
that user's inbox" do you mean they are in their Outlook inbox? If so, you
have not set up the queue correctly. A queue is a disabled Active Directory
user account. If it is disabled, nobody can receive mail sent to it directly
in Outlook (without adding some forwarding rules in Exchange). If you have
set up a queue correctly, the email will be visible in the CRM web interface
by clicking on Workplace and, from the Workplace tab you will see at the
bottom of the list a folder for your queue. For instance, if you set up a
com queue, there will be a folder in Workplace called
"Support" that will receive email sent to this address.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"MPICRM" wrote:
 

Creating new reports, problems with Crystal Reports Enhanced Editi

Posted: 15 Jun 2005 12:09 AM PDT

Mike,

You can actually use SQL reporting for CRM 1.2.

There's a superb article on it here :
http://spaces.msn.com/members/mscrm/Blog/cns!1pO7Tvan1ggtqmIDiys4H9tA!145.entry

MS have released a reporting pack for it too

Tom

User Access Level for Create Action.

Posted: 14 Jun 2005 02:45 PM PDT

Hmm, I guess Ive been spending too much time in the SDK.

When you create objects via the SDK, you can provide the ID of a different user.
At one point in the UI, this was anticipated as well (thus the disable lookup
icon). However, the UI forces you to create with your own ID and then re-assign
it. Via the SDK, you can do this directly via the "Create" method.

The security serttings would control the ability to do this. Thus, if I had
"Business Unit" on create, then I could create the record as being owned by
anyone in my BU, but not a user in a different BU.

Matt Parks
MVP - Microsoft CRM

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On Thu, 16 Jun 2005 13:19:08 -0700, jfarah <microsoft.com>
wrote:

Hi Matt,
Thanks for the reply. I always enjoy reading your answers and comments to
the postings. Could you please Matt give me examples or more explanation. I
still have problem fully understand this concept.

Thank you.

"Matt Parks" wrote:
 

Can't add field by deployment manager

Posted: 14 Jun 2005 08:19 AM PDT

I've had exactly this error. See this post

http://groups.google.co.uk/group/microsoft.public.crm/browse_frm/thread/cda283f724a7080b/6ae9006df03fb4dc?q=greenhalgh+crm&rnum=3&hl=en#6ae 9006df03fb4dc

If you are using Sales For Outlook in offline mode you are limited to 6000
bytes and 246 fields on any entity, not the more common limit of 8000 bytes.

"MattNC" wrote:
 

Making appointments

Posted: 14 Jun 2005 06:48 AM PDT


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

Try www.mscrm-addons.com, they have a product called group calendar - we
have implemented it and it will do what you need.

Exporting CRM Reports Gives Error

Posted: 13 Jun 2005 05:00 PM PDT

Hi John,

Yes, it is from all workstations (both thick and thin clients via W2003 TS)
and is irrespective of Office version.

I have tried reloading the Crystal Reports Active X viewer to no avail either.

Ideas?

Thanks


"John O'Donnell" wrote: