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Microsoft CRM - Personal Email Templates

Microsoft CRM - Personal Email Templates


Personal Email Templates

Posted: 13 Jun 2005 09:05 AM PDT

They do . . . what I've found out is this only happens for the user with the
SFO client . . . not the web client. So it must be a limitation of the SFO
client . . . although I haven't found that written anywhere.

--
Brandon Smith
Presentations Direct - Specialized Office Equipment & Supplies
http://www.presentationsdirect.com


"Julian Sharp" <sharpuk.f9.co.uk> wrote in message
news:phx.gbl... 


Can you use Crystal Standard to create reports in MS CRM?

Posted: 13 Jun 2005 08:17 AM PDT

Hi Julian,
Thank you for the follow up.

"Julian Sharp" wrote:
 

Remove Users

Posted: 13 Jun 2005 02:10 AM PDT

Hi Joe,

Your best bet is to simply remove the license from the user rather than
deleting the user record. To do this simply go to the user from within
the application (Go to settings, business unit settings, users) find
your user and open the record, Click on the Nav Bar 'Licenses' click on
the action button 'Manage Licenses' and remove the license.

MS CRM and UNIX

Posted: 13 Jun 2005 12:41 AM PDT


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

He needs to install a full Windows server domain; Windows Server, Active
Directory, SQL Server, Exchange Server.
If the customer is small then consider Windows Small Business Server 2003
Premium Edition
 

The Microsoft CRM implementation Guide - it is on CD3 of the Microsoft CRM
disk set 


Logo on quotes and invoices

Posted: 10 Jun 2005 02:48 PM PDT

One possible solution is to use our WordMailMerge, which
gives you the possibility to merge for example the quote
data from MS CRM with a MS Word Template.
This MS Word Template could be defined by your self with
every logo you want!

If you are interested in such a solution go to www.mscrm-addons.com
and download a trial of our WordMailMerge.
Then contact me and I will send you an example of how a MS Word
Template for a quote could look!

regards

christian

___________________________________
com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Doents for MSCRM
WordMailMerge for MSCRM


"Ray" <microsoft.com> schrieb im Newsbeitrag
news:com... 


Post URL

Posted: 10 Jun 2005 12:54 PM PDT

"Bill Monreal" <Bill microsoft.com> wrote in message
news:com... 

Start with the Technical Articles alongside the MSCRM SDK on the MSDN
website

This one
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmemailactivity.asp
is all about PostURL
 


Support Contracts using "Points" not time or incidents

Posted: 10 Jun 2005 08:58 AM PDT

Thanks Fran, But I'm already aware that CRM supports "number of Cases"
the problem is, some calls we complete need to use more than 1
point/case/incident. I need some way of dictating how many points are
used for each incident closed.


Frank Lee wrote: 

SFO sync issue with outlook contacts (address name filed)

Posted: 10 Jun 2005 07:19 AM PDT

Franck,

Just to be sure, could you confirm when you synchronize SFO with your CRM
server, the contacts automatically added by SFO to the regular outlook
contact folder do not have the "address name" field copied ?

Thank you for your help,
--
Fabien

"Frank Lee" wrote:
 

CRM Fiscal Year Settings

Posted: 10 Jun 2005 06:55 AM PDT

Not possible "out of box" with current version.

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

"Jim Lesinski" wrote:
 

Clearing queues

Posted: 10 Jun 2005 12:49 AM PDT

That only deletes 50 at a time (the number in the view). I've got several
hundred (maybe thousands) to do, so it is taking a long time. What I want to
do is clear the whole lot. I don't care if it deletes the queue

Adam

"Frank Lee" <microsoft.com> wrote in message
news:com... 


CRM Does it work?

Posted: 10 Jun 2005 12:44 AM PDT

not if you do it right the first time, waiting for the next version could
possibly lead you into 2006 and then I personally would wait for the first
update to come out before looking at it to fix any teething issues.

"Brandon" wrote:
 

CRM Emails Rejected

Posted: 09 Jun 2005 01:39 PM PDT

We to are getting the same error "Invalid Data in message" and also use
clear swift.

We have taken the clearswift out of the loop and we still get these errors.

We reported it to microsoft but they were not able to recreate it.

Let me know when you come up with the solution.

eclipsecomputing.com

Cheers
Bryan


"Gary" <virtium.com> wrote in message
news:phx.gbl... 


Contact Search Not Returning Contacts

Posted: 09 Jun 2005 06:41 AM PDT

Thanks for that, have tried that though, other ideas?

"Dodd" wrote: