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Microsoft CRM - Attachment to a Quotation

Microsoft CRM - Attachment to a Quotation

Attachment to a Quotation

Posted: 04 Aug 2005 06:32 AM PDT

Hello !

We have a Add-On "WordMailMerge for MS CRM 1.2" which gives you
the ability to generate a Word Quote directly out of the MS CRM webclient
and with a simple button click in word you are able to save to Doent back
into
the CRM.

We have on our website a shockwave demo(Demo3) which shows you how this
works with our Add-On. Also you are able to download a trial-version.


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




"HCM" <microsoft.com> schrieb im Newsbeitrag
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login promp twince in CRM Report

Posted: 04 Aug 2005 06:01 AM PDT

Thank you

Sylvie

"Rob Bakkers" wrote:
 

CRM server powered down

Posted: 04 Aug 2005 04:25 AM PDT

Thanks for the help Pete, but I have checked all of the services and they
are running.

"Pete C" wrote:
 

Personalise bulk distribution?

Posted: 04 Aug 2005 02:49 AM PDT

Ok, here's what you are missing: In order to send a mass email, you need to
send it from the grid view of the contacts or leads. For example, if you are
looking at the view "My Contacts" you will notice at the top of the list of
names there is a button labeled "Actions." Clicking on this will reveal the
option "Send Direct E-mail." This will open the Direct E-mail wizard, which
allows you to choose the template, indicate if you want to send it to the
selected contact or all the contacts in this view, and to choose the sender
(yourself or a queue). You can also use the Advanced Find tool if you want to
select a list that you don't have a view built for.
Good luck!
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Andre'''' M" wrote:
 

Adding user / deployment manager

Posted: 03 Aug 2005 09:27 AM PDT

Assuming you are on the CRM server and can open Deployment Manager, localhost
would point to the Default website on your SBS box. Open IIS and see if the
Default Website has your CRM files or if there is another website called
something like "Microsoft CRM Version 1.2." If CRM is in the Default website,
localhost should bring it up. If there is a separate CRM website, you will
need to add a host header. In IIS, right click the CRM website, click
Properties. On the Web Site tab, next to IP Address, click Advanced. Click
Add then select All Unassigned, 80 for the port, and crm for the host header
value. Now, on the CRM server, open DNS and put a Cname entry in your forward
lookup zone for CRM pointing to the name of your SBS server.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Mark Lewis" wrote:
 

Creating user after big mess up

Posted: 03 Aug 2005 08:55 AM PDT

There's a reasonable chance that the problem comes from the admin account
having been renamed. If so, I'd try the completely unsupported hack of
changing the DomainName field in systemuserbase to reflect the new account

Something like the following would do:

Update systemuserbase
set DomainName = '<new admin account>'
where DomainName = '<old admin account>'

<... admin account> has to be in the format domain\username

As John says, before doing this, make sure you backup the MSCRM database


"John O'Donnell" wrote:
 

[object Error] when trying to print

Posted: 03 Aug 2005 08:34 AM PDT

Thanks Peter, that worked a treat after I changed 'crm' to my server name.

"Peter Lynch" wrote:
 

Security Roles for Reports

Posted: 03 Aug 2005 07:04 AM PDT

Great. Thanks for the answer.

I was hoping that was the case.


"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 

ISV.Config not recognising changes

Posted: 03 Aug 2005 05:23 AM PDT

Hey Rob, if you have some good info on using MapPoint that would be
appreciated. I know it was talked about a few times around here but I never
did look for it.

We have mappoint on the server do we need to buy it for every user as well
we like to be all licensed.

"Rob Hewes" wrote:
 

Problem when adding an appointment in CRM from the SFO ver. 1.2

Posted: 03 Aug 2005 04:15 AM PDT

Yes, we have. :-|





"John O'Donnell" <com-nospam> skrev i en
meddelelse news:phx.gbl... 

Installation -failed to create Microsoft CRM databases-

Posted: 03 Aug 2005 12:26 AM PDT

Hi Matt,

I couldnt find any orgaization name on CD. I have only the organization name
on the post box Microsoft sent. I have writen the exact name on the post but
I couldn't achive the installation, though. Any idea?

"Bilgehan" wrote:
 

I am not able adding my userid to CRM user

Posted: 02 Aug 2005 12:23 PM PDT

Yes the error says user is present.
I don't rember how I added the user, hower I just resolved adding a license
to the user from the CRM web window.

thanks

"John O'Donnell" wrote:
 

Case reports

Posted: 02 Aug 2005 06:44 AM PDT

Thanks John,

I'll have another play with my report and come back with some more specific
details!

Will also have a play with SRS

Cheers

Ruth

"John O'Donnell" wrote:
 

How to see incoming emails within CRM?

Posted: 02 Aug 2005 05:15 AM PDT

I'm not sure if it's critical that the name of the queue match the AD name,
but all the queue I've ever created were. I think the main thing would be to
make sure the email address is correct in the queue settings as well.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Vadim Bogdanov" wrote:
 

Need to change to Service account for CRM

Posted: 01 Aug 2005 06:35 PM PDT

Though this seems like a drastic step, I would actually recommend uninstalling
CRM and then reinstalling and use the exisint database. The reason is that the
install will ensure tha tthe service account is delegated the proper rights in
AD to support ongoing admin access of the app. I have seen many an issue where
the service account didn't have the proper rights and it's a bear to bebud down
the road.

Matt Parks
MVP - Microsoft CRM

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On Tue, 2 Aug 2005 08:36:44 +0100, "Peter Lynch"
<com.SPAMFREE> wrote:

There are two steps:

1. Create the new service account, and add the account to all required
groups on CRM server, SQL server and in AD as per Implementation Guide

2. Set the CRM services to use the new account




"Mykre" <com> wrote in message
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