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Microsoft Word - mail merge to multiple documents

Microsoft Word - mail merge to multiple documents

mail merge to multiple documents

Posted: 04 Jun 2014 01:45 PM PDT

We currently use Office 2002 & 2003 and XP, and are upgrading to Office 2010 / Windows 7.

Our 3party software creates a mailmerge data source with multiple mail merge records, then does a loop to call the Mail merge template multilpe times (once for each record) using this command:

open \\\\twsaasagl\\wdscript\\template\\Mars_AWD.dot with ""

This opens the template once, runs the auto open with this code and merges the first record only:

Sub MAIN()
Dim OpenDocs As Integer
OpenDocs = Documents.Count

'Auto mail merge
'-------------------------------------------------------------------------------------------------------------------------------------------------------------------------
    With ActiveDocument.MailMerge
   
        .Destination = wdSendToNewDocument
        .SuppressBlankLines = True
        With .DataSource
            .FirstRecord = OpenDocs
            .LastRecord = OpenDocs
        End With
        .Execute Pause:=False
    End With
    
  End Sub

Then when the 3 party software calls the template again, it is already open, so it does not open again, then the autoopen code runs again, and merges the second record.  When the process is complete (up to 50 records), we have a button on the normal.dot tool bar that reads data from each document, prints the documents, saves with a file name found in the document and closes the document.

Problem:

With office 2010/window7, each time the third party software executes the

open \\\\twsaasagl\\wdscript\\template\\Mars_AWD.dot with "" code, a new instance of the template opens.  When the second instance (and all following) try to open the "this document is open for editing by another user" appears.  Even if I select "open read only , the code does not work because the could in the mail merge resets to 1 so the first record is merged over and over again.

I am aware of the gmayor solution for individual merge letters, however  it does not work because these are documents with header and footer, and the document must remain open after the merge, not automatically saved.

As an additional note, in the Office 2002 & 2003 if I change the code to open \\\\twsaasagl\\wdscript\\template\\Mars_AWD.dot with "winword.exe" , the same problem occurs.

Please help.

Anomalies with WORD 2007.

Posted: 04 Jun 2014 01:15 PM PDT

Dear Madam or Sir:

 

Is it my continued curse for having built my own PC, or is it simply that MS WORD is garbage? 

 

Since having tried to unsuccessfully install Office 2010 on my Windows 7 (Windows 8 is an atrocity to my mind) and having returned to Office 2007 within the past few weeks (May, 2014), I am now plagued by the following:

 

          ● The "Cut" function does not work whatsoever, and if I dare to attempt to use it for a "Paste"

             movement, I am totally SOL, as there is nothing "Pasted" and my original text is gone to the great

             beyond; and

 

          ● The "Copy & Paste" function in general is a hit-and-miss aggravation of the highest order,

             seemingly working only when it sees fit ("ghosts in the machine" indeed) to allocate a new text

             selection for copying purposes, but mostly only wanting to "copy" something that came from

             another previous work product.  This problem not only affects my document creation, but also

             anything that I wish to use with Mozilla Firefox for my "Hotmail" via the great and mighty

             "Outlook."

 

May anyone please be able to explain to me in a reasonable and intelligent manner as to why these anomalies may be happening and what should I do in order to correct/solve them?

 

Respectfully yours,

 

Gregory Falasz

How to default bullets in Word 2010

Posted: 04 Jun 2014 12:07 PM PDT

Is there anyway to set the default for bullet points in Word 2010 from round to square?

How do you set bullets point defaults?

Thank you!

converted from PDF to Word

Posted: 04 Jun 2014 12:06 PM PDT

I am working with a document that was converted from PDF format.

The document looks like a table but each piece of text is in a text box. Is there a way to convert this to a Word table and have the format remain the same? I know how to remove the text boxes and I've also tried converting them to frames but no matter what I do, I keep running into a problem with retaining the format.

Converting Word to PDF with List of Tables - Captions linked to previous location

Posted: 04 Jun 2014 10:20 AM PDT

Not sure if anybody else has run into this problem, but when I save a .docx to .pdf, the links from my table of contents and list of tables are embedded into the file, but the links for my list of figures are all referencing the original .docx file.  Is there a way to save in .pdf and have the figure captions embedded into the file?

Word Opening View

Posted: 04 Jun 2014 09:59 AM PDT

Word opens in a view that Microsoft thinks is good, but is irritating me. I don't know the technical name but it seems to be in some type of reading view, and is whatever the default that Word created. I have to click View and then Edit Document to get where I can work on any document. Is there a universal way to stop this? It doesn't matter how I save the document, I have the change views every time I open any document. Microsoft might think was a good idea, but I find it a waste of time and extra effort to work on my documents.

Word Style Strong Missing From Style Gallery

Posted: 04 Jun 2014 09:32 AM PDT

The word style Strong is missing from the style gallery but is in the complete list of styles.

How can I put it back?

Thanks

Hugh

insert into outlook word files sections with markups

Posted: 04 Jun 2014 09:00 AM PDT

I have word files with comments and markups.  I want to insert Sections of the word files into an e-mail with all of the markups and comments intact, so people can see the history.

Thanks

Creating sub-documents from parts of master document

Posted: 04 Jun 2014 07:34 AM PDT

I have a master document with a lot of parts included, but will often need to make documents from this document that do not include all headings (levels include 1 and 2) of the master. Each part is not long, but they are many. I am looking for a streamlined fashion to move terms over to shell documents prepared for different types of scenarios.

My best guess is using macros and may a user-form to move it over, but I'm new to the more advanced uses of word, especially macros. I'm familiar with Excel Macros, so I can see how it is possible there, but not here.

If I could get a direction on how best to go about this, I can look around for specifics as to more details, but any information on best direction would be great as I'm at a loss other than that guess above.

Thanks for the help!

Is XPS completely useless?

Posted: 04 Jun 2014 06:10 AM PDT

I made a XPS file and all I can do with it is view it in XPS viewer. Go ahead and tell me to get the addon do these people actally live in present or are they stuck in 2000 get new blood MS you are dying

"Conditional formatting" in Word? (no tables)

Posted: 04 Jun 2014 06:05 AM PDT

I have a very long chat log in a document. For each person's response, there is one line with the time and name, and the next line is the response. I would like to indent all the response paragraphs; in other words, every paragraph that does not start with a number. Is it possible to perform something similar to conditional formatting in Excel or tables in Word, but to paragraphs?

Can't access my Office 2003 documents

Posted: 04 Jun 2014 04:43 AM PDT

Since changes in early April 14, I am no longer able to access my Office 97 - 2003 documents.  I currently use Office 2007.  When I try to open them, I get a message telling me to disable the registry policy setting, plus a reference 922850.  I've tried to follow this up but can't find details on how to do this.  I imagine that I need to find a way of accessing the 2003 docs, then rewrite them as 2007 files.  Help ... I need my files!! 

When Inserting a Cross Reference, sometimes Heading section is missing - Any work arounds?

Posted: 04 Jun 2014 04:04 AM PDT

When I go to insert a Cross Reference to a Heading section (in my case, I am using numbered headings, so I would normally insert the Heading Number, then the Heading Text, then the page number (sure wish Word would do this in one step)), there are instances where the Heading Section is not listed at all in the scroll down list.  Microsoft Word seems to somehow get confused, I see the headings above and below the one I'm trying to reference, but not the section in question.  Seems like a bug, but something that's been there forever (currently I'm on Microsoft Word 2011 for Mac, latest available).  Are there any work-arounds to get the missing heading section appear on the insert Cross Reference list?

For example, assume I have sections 1, 2, 3:

1 Section 1

...

2 Section 2

....

3 Section 3

...

Sometimes, when I go to insert a Cross Reference to Section 2, the list will not show it.  I've tried rebuilding the Table of Contents (F9), etc., still not on the list.

Extra white space

Posted: 04 Jun 2014 03:57 AM PDT

Hello world!

Im having this problem with Word 2013. My pages have an extra white space (red cyrcles) as you can see in the picture. How can i remove this? 

Thanks

Table Problem

Posted: 04 Jun 2014 02:22 AM PDT

I would like to use a table to create a exercise program card, everything is fine until I try to paste a picture of the exercise in to one of the table spaces, the cell (is that the correct term ?) then expands to accommodate the picture, which then affects the rest of the table, ideally I would like the cell that I am going to paste the picture in, to be fixed so that I can adjust the picture size to suit the table, is this possible?

Mail Merge Problem

Posted: 04 Jun 2014 01:20 AM PDT

I am using office 2007 at my work. in which i am using mail merge option, and i am sending 500 mails to outlook at a time, but somehow my mails are not gng that smoothly, my word file get hang after sending 1 or 2 mails.... what can be the reason... plz help me out...

E-mail

Posted: 03 Jun 2014 10:23 PM PDT

I installed  Microsoft Office Home and Student 2010 on my computer(Family Pack). I cannot send emails with word files attached, because it says my trial period is up. How do I get the e-mail and attachment to send. I already paid for the 2010 version a few years ago. Thanks, TG 

Lynn

Posted: 03 Jun 2014 08:58 PM PDT

Hi,

I just want to know why you charge for this program? I thought it came free with your computer, and just updated itself.

Test documents' readability

Posted: 03 Jun 2014 07:52 PM PDT

I found the options to test the readability already. (For Word 2007, you right click the button Spelling and then choose Customize.... to see the table). But the option "Show readability statistics" is hidden, which means I cannot click on because it turns grey, unenabling me to click on. How can I enable it? 

Why can't I save my document as .docx in Word 2010?

Posted: 03 Jun 2014 06:51 PM PDT

I have several Word documents which make up the chapters of a report. When I bring the Word documents together they won't save as .docx. 

If I try to Save As and click save, the dialog box briefly disappears and then reappears. No error message, nothing. It just doesn't save. It will save fine as .doc or any other file type just not .docx.

The process I used to combine the documents is Insert>Object>Text from file. But I've found if I just copy and paste the contents from each of the Word documents I have the same problem.

This is not a pressing issue for me as I have discovered a workaround. It will save just fine with all the chapters if I first save the empty document BEFORE I add all the chapters of the report.

This really shouldn't be necessary though. If it were a one off issue I wouldn't care, but it has happened many times of different reports I have put together.

Does anyone have any idea how this happens or if it can be avoided?

Cheers

Josh

Spaces display in styleRef target when comment is added to styleRef source. Why?

Posted: 03 Jun 2014 04:35 PM PDT

I'm using Word 2007. I'm working in a document that uses the StyleRef field to copy text from the body of document to its header. I've found that when I add a comment to the source location of the StyleRef field (in the body of the document), an extra space displays in the StyleRef field, which is located in the header. Example: If the source location in the body of the document is the word "Guide" and I add a comment that is anchored on just the letter d, a space displays in the StyleRef field, located in the header, immediately after the d. The space deletes when the comment is deleted. What causes this problem and why? Is there anything that can be done to stop it from occurring?

The Print Preview panel in Word does not show an accurate preview of multiple-pages-per-sheet?

Posted: 03 Jun 2014 04:17 PM PDT

I'm trying to print a very large (many pages) landscape-oriented document. To save on paper, I want to print 4-pages-per-sheet. When I select this option from the bottom of the Print dialog, the print preview area shows the same as it did with 1-page-per-sheet, instead of a preview of the actual sheet with 4 pages on it.

This is very frustrating! I have no idea how this is going to look when I print... what's the point of having a preview at all, if it doesn't show what's going to be on the sheet?

In addition, when I print -- it puts the 4 landscape pages very small on a portrait sheet, instead of larger on a landscape sheet. Printing 2-pages-per-sheet put two landscape pages side by side on a landscape sheet. Either option is the worst possible choice... and I have no idea how to change this, because I can't tell what changes are happening when I make them, because the preview doesn't work!

Please fix this

Thanks,

Seth

page layout MS Office 2013

Posted: 03 Jun 2014 03:59 PM PDT

I am struggling with writing my first letters as I simply cannot work out how to use the page.  It is most frustrating as the bottom paragraph ends up on the second page and I simply cannot work out how to decrease the footer. Please advise.

Start-to-start and finish-to-finish Microsoft Project

Start-to-start and finish-to-finish Microsoft Project

Start-to-start and finish-to-finish

Posted: 29 Jun 2005 09:17 AM PDT

Hi Paulo,

See FAQ # 19 "Hammock Tasks" at:
http://www.mvps.org/project/faqs.htm

Hope this helps. Let us know how you get along.

Julie
"Paulo" <microsoft.com> wrote in message
news:com... 

Diffent color for tasks

Posted: 29 Jun 2005 05:58 AM PDT

Hello Vivek,
<<It's not possible to "calculate" the color of the task name font.>>
True, but I forgot to specify that it's possible to do that with a VBA
procedure.

Gérard Ducouret

Urgent: tasks didn't get published.

Posted: 29 Jun 2005 03:27 AM PDT


Hi Vincent,

Try posting on the server newsgroup. Please see FAQ Item: 24. Project
Newsgroups. FAQs, companion products and other useful Project information
can be seen at this web address: http://www.mvps.org/project/.

Mike Glen
Project MVP


Vincent wrote: 

changing file titles in print box?

Posted: 28 Jun 2005 09:52 PM PDT

WD, your assumption in this case is not correct. If you set the Title
in the Properties for the file and save the file, it will save that
title. If you do a Save As, then it will have the same Title value as
the original file, so you would have to change it in the new file if
you wanted something different, but it does not revert to some default
value each time you close the file.

Sarah K

Publish All Information appears to not work

Posted: 28 Jun 2005 01:41 PM PDT

It would be a lot easier just to Republish all assignments ratherr than doing
them one at a time.

If you trust that the actuals in the plan are accurate, then you can select
the checkbox to overwrite actuals in resources' timesheeets. That will
ensure that the project is in synch with the timesheets.

If you are not sure that the actuals are correct, then do not check the box.
When you later accept updates from your resources, their timesheet entries
will overwrite the actuals in the plan.
--
Reid McTaggart
Alegient, Inc., Houston
Project Server Experts
Microsoft Certified Partner


"higginffx" wrote:
 

Automatically Adjust Duration

Posted: 28 Jun 2005 12:24 PM PDT


I know that I'm going about this more then a bit backwards, but
unfortanatly, I don't have the means to get the in-depth training I need. Due
to limits on time and personal finances, my training has been what I can
gleam from posts and boards on-line, a l"Show me!" book from the library, and
one "free-trial" tutorial. :-) If only it were a perfect world... I really
appreciate your assistance on this. Thank you for helping me!

"Sarah" wrote:
 

Hyperlinks as task names

Posted: 28 Jun 2005 09:59 AM PDT

Thanks - this helps....now, if I can just get it to lead me to the already
open IE Explorer window instead of insisting I log on to our enterprise
system every time I follow the link.....

"Jan De Messemaeker" wrote:
 

print a calendar (MSProject) for one resource?

Posted: 28 Jun 2005 08:40 AM PDT

Works like a charm! Thanks.

Have you figured out how to get the resource name in the header or footer?

"JTS" wrote:
 

Default font for new task

Posted: 28 Jun 2005 07:10 AM PDT

I was unable to try the detect and repair, since it was asking for the
install CD and our network team has it.
I did create a new file and imported my old information and everything seems
to work fine. In this new file, I did try changing the Text Styles for all
and see how it reacted when I added a new task. This new task followed the
rules I assigned. So my old file must have been corrupted, since it did not
do this.

Thanks for the help.


"John" wrote:
 

Trying to mirror a task for a summary

Posted: 27 Jun 2005 04:58 PM PDT

In article <com>,
"Martin H" <microsoft.com> wrote:
 


Martin,
Project is a scheduling application while Excel is a spreadsheet
application. Project works primarily with time phased activities while
Excel works primarily with numbers and equations. So with Excel, it
makes a lot of sense that the contents of one spreadsheet cell can be
made equal to the contents of another. Basically everything is either
data or an equation. With Project there is little reason to have to
tasks with identical parameters - it just isn't necessary and depending
on the end goal there are much better ways to get there.

Given that, you can have multiple identical tracking tasks in Project
and there is a method to do that, although I don't necessarily recommend
it. However, if you are hell bent on a duplicate task here is what you
can do.
1. Establish the secondary task with a "SS" relationship to the primary
task.
2. Copy the contents of the primary task Duration field.
3. Select the Duration field of the secondary task.
4. Go to Edit/Paste Special, select Paste Link and hit "OK".
5. Repeat steps 3 & 4 for the Resource Names and Work fields.

The secondary task will now track the primary task but fair warning,
Paste Links are prone to corruption.

Now, if we have a more complete picture of your end goal, we likely can
suggest better ways to achieve it (e.g. appropriate filtering, master
file with subprojects, etc.)

Hope this helps.
John
Project MVP

Links

Posted: 27 Jun 2005 10:48 AM PDT

I don't believe that dialog box refers to Master Projects. The "Links
between projects" option turns on/off the display of cross project
links created by linking individual tasks between different projects.
I've never seen it appear automatically with a shared resource pool.

D Pingger wrote: 

Next Task Only

Posted: 27 Jun 2005 07:36 AM PDT

In article <com>,
Jitesh <microsoft.com> wrote:
 


Jitesh,
Sorry, I'm sure it makes perfect sense to you but I'm still in the mist.
If your project has "multiple entries", (and I'm not real clear on
exactly what that means, i.e. is Project 1-task 1 the same as Project
2-task 1, etc.?), why wouldn't you want to show task 3 from both
Projects given that tasks 1 & 2 are 100% complete? Also, are we to make
the assumption that all tasks are in sequence and that there are no
parallel paths (because real life plans are rarely that simple and
orderly)?

Making the assumption that your projects are unusually simple, on first
look a filter (simple or compound) probably won't work simply because
there is no good way to get the date information into the filter. For
example, if all tasks are current and on schedule, the "Today" function
could potentially be used to filter the next Finish date, but if the
plan is ahead of or behind schedule, the current date is meaningless. At
least this is my assessment.

My approach would probably be to use VBA. I would filter out all
complete tasks and then examine all other tasks and determine which one
(or ones) are next in line for completion. That task or tasks could be
identified with a flag and then filtered.

So, as simple as your request may seem, the solution, (given a full
definition of "next incomplete task"), requires the use of VBA. And,
I'll be happy to help you with that, but more questions need to be
answered.

John
Project MVP

Displaying £ and $

Posted: 27 Jun 2005 03:33 AM PDT

In article <com>,
"Philg" <microsoft.com> wrote:
 


Phil,
You're welcome. For the next step, set up a custom text field with a
formula similar to the following:
Text1="$" & 0.75*[Cost]
Assuming a 0.75 pound to dollar exchange rate.

Hope this helps.
John
Project MVP

task calendar hours diff from project calendar

Posted: 26 Jun 2005 08:49 PM PDT

Hi,

I'm sure there's a misunderstanding.
Task calendars only affect the selected tasks.
Let me have a look at the patient.
Send it to jandemesATprom-ade.be
(Change the AT into @ of course)
I'll give you diagnostic and prescription asap
(My wife's a doctor GP...)


--
Jan De Messemaeker
Microsoft Project MVP
+32 495 300 620
http://users.online.be/prom-ade
"Anika" <microsoft.com> wrote in message
news:com... 

VBA to copy an entire project to another project

Posted: 26 Jun 2005 05:08 PM PDT

Hi,

Well, the alternative is to list everything you want to copy.
For resources, apply resource sheet and all resources filter, select all,
copy, paste in the new file
Likewise for tasks through task sheet
If you have to copy views that is thriugh OrganizeerMoveItem.
HTH
--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"Maurice Birchler" <microsoft.com> schreef in
bericht news:com... 
that 
module 
modules. 
in 

Export to HTML or Excel

Posted: 26 Jun 2005 04:25 PM PDT

For the HTML part, you would have to modify the HTML code after
exporting it. I don't think you can set font and other options
before-hand. If you know HTML, it's easy. If you don't, well, the
Visual QuickStart guide is pretty good! ;-)

Sarah

Summary Task Calculation for hours

Posted: 26 Jun 2005 03:13 PM PDT

In article <com>,
"Deborah" <microsoft.com> wrote:
 


Deborah,
I suspect there may be confusion of Duration hours versus Work hours. It
sounds like what you are viewing is Duration. In Project, Duration at a
Summary Line is the time difference (minutes, hours, days, etc.) between
the earliest Start date of the subtasks under the summary and the latest
Finish date of the subtasks. On the other hand, the Work field is the
time allocated to actually accomplishing each task by one or more
assigned resources. At the Summary Line, Work of all subtasks IS added
numerically.

If a misunderstanding of the above is NOT the case and the Duration span
of the Summary Line is not consistent with the subtasks, one of several
things can be at play. First, is Calculation set for automatic
(Tools/Options/Calculation tab)? Second, are you absolutely sure the
tasks you are viewing are all subtasks of the Summary Line you are
viewing? Third, are you in fact looking at "Actual fields" (Actual
Duration, Actual Work, etc.) instead of the basic fields (Duration,
Work, etc.)?

Hope this helps.
John
Project MVP

Where do I look for background music for a slide show?

Posted: 26 Jun 2005 07:44 AM PDT

John,
This just shows how much of a novice I am--- I thought I had sent my
question to the Powerpoint Discussion group. -- I'll try again. Thanks.

Ken

"John" wrote:
 

Changing text field name in a master

Posted: 24 Jun 2005 03:06 PM PDT

How did you rename it?

This is how you should rename a field.
Do this.
Open the master project.
Go to the tools menu
Select Customize / fields
Find the text2 field
Click the "rename" button
Enter the new name.
Click OK until you are back where you should be.

It works for me.

--
-Jack ... For Microsoft Project information and macro examples visit
http://masamiki.com/project
or http://zo-d.com/blog/index.html
..
"ko" <microsoft.com> wrote in message
news:com... 
ideas? 
the 

How to print all the lines in a task's Notes tab?

Posted: 24 Jun 2005 12:29 PM PDT

Hi Gérard - it's the same, 2003 Professional SP1 (11.1.2004.1707.15) whatever
the stuff in brackets means!!
Ed

"Gérard Ducouret" wrote:
 

Linking Cells

Posted: 24 Jun 2005 12:20 PM PDT


Thank you! This helps me out tremendously.

"cathagge" wrote:
 

Microsoft CRM - Looking for help...I can't send e-mail using CRM web client

Microsoft CRM - Looking for help...I can't send e-mail using CRM web client

Looking for help...I can't send e-mail using CRM web client

Posted: 02 Feb 2005 10:59 AM PST

Jakob:

The accounts in CRM are in the admin group. By the way, CRM is installed on
Win2k3 server and exchange is also 2k3.

Thanks for the response Jakob.



"Jakob Benediktson" wrote:
 

Deleting multiple contacts

Posted: 02 Feb 2005 07:17 AM PST

Thanks
I feel such a fool, but I totally missed the wee action button :(
in my defense everyone else in the office didn't find it either .

Thanks for taking the time for a simple question. :twothumbsup:



"Datapac" wrote:
 

CRMcontact API - Retrieve

Posted: 02 Feb 2005 07:13 AM PST

i would hope it would not void support :-)

if you do updates directly in sql you are risking voiding support but
reading is not an issue. Lets say you want to update an account with
accountnumber=123 etc. While you could use the crmquery class and fetchxml
to query accounts for that accountnumber it is far far faster to run a query
against the accountbase table through sql for that accountnumber then get
the objectid and finally use the sdk to update the account record by passing
the sdk the objectid for the record.

I guess it gets down to the amount of data. If you are only manipulating
small data sets then doing everything through the sdk is a valid approach
however as soon as your datasets increase you will see more performance
benefits by reading the crm tables directly.

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


"Bryan" <microsoft.com> wrote in message
news:com... 
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk1_2/htm/v1d2crmqueryclass.asp 
without 
send 
process 

adding side tabs

Posted: 01 Feb 2005 12:35 PM PST

You can add these items via the ISV.Config. Take a look at the CRM SDK for more
information.

Note that "other contacts" cant just be "added" to the lead. You would need to
write an ASPX page that provided this functionality and the underlying database
support for it.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 1 Feb 2005 12:35:30 -0800, "crm_novice" <com> wrote:

I'm pretty new to CRM

I would like to add a side tab to a lead (i.e when I click on a
particular lead I also want to see "other contacts" like in
opportunities). I read how to add navbaritems in SDK but did not
unerstand.Pls help

crm_novice

Activity History Order Chronologicaly

Posted: 01 Feb 2005 12:01 PM PST

Thanks for the great advise, but I had to make the change to a
different GUID to make sure that all history had the completed date,
here is GUID that I used

{00000000-0000-0000-00AA-000000666100}

Added fields not displaying in Crystal

Posted: 01 Feb 2005 10:00 AM PST

Thanks John, I have them now. That is what I get for assuming that the
database would be re-synced with a restart of crystal.

Internal Emails sent to CRM not showing up

Posted: 01 Feb 2005 08:35 AM PST

or you could set up a hotmail account that forwards all mails to the queue
and send the internal mails to that one

not perfect, but a work-a-round

"Will Green" wrote:
 

Sales for Outlook Errors when creating new records

Posted: 01 Feb 2005 06:50 AM PST

Well, we've disabled the NAV services on a couple of clients, and we're
still getting this problem.

Anyone got anything else?

Cheers,

Paul.

--


P.
"Paul Paintin" <net> wrote in message
news:%phx.gbl... 

Anyone actually get CRM Mobile working yet?

Posted: 01 Feb 2005 06:43 AM PST

ok this is an ARM chip clone so the processor is supported. Looks like the
version of the os is stopping the install. You might want to contact
Microsoft to see if they have a later install or geting them to help you
verify whether this should work.

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


"Dave McGuire" <com> wrote in message
news:com... 
Compact 
will 
used 
message 
this 
what 
in 
If 
means 
software" 
connect 
try 
so, 

Hiding the toolbar and menubar

Posted: 01 Feb 2005 05:51 AM PST

Dave,
Unfortunately that only works for forms that are presented from a button or
tab from within CRM. ANd I do set those parms for when my form is displayed.
It is the next display from my form when I am just doing a
response.direct("url") that it isn't working.

Thanks,
Rich

"Dave McGuire" wrote:
 

How to get more information about error

Posted: 01 Feb 2005 05:49 AM PST

thanks matt,

I'll take a look at this way

How to get City in capitals?

Posted: 01 Feb 2005 05:39 AM PST

one other option is to use a post callout for update however this will
require a certain amount of coding

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


"Leo Rietbergen" <microsoft.com> wrote in message
news:com... 
You 
in 
message 
Microsoft 

Better Campaign Module

Posted: 01 Feb 2005 03:50 AM PST

Which one is better between Zoomio, Axonom, Nature Marketing and Britemoon
?. Hard for me to decide, which one is better because I never get any trial
version or screen shot from this products

Or anybody have another suggestion for this?

Rgds,
Frans

"Jakob Benediktson" <microsoft.com> wrote in
message news:com... 
integrated 

Piclist values

Posted: 01 Feb 2005 02:13 AM PST

Sorry the error message I get is not SOAP fault but:
"Specified cast is not valid"
and it points to row: hakutulos = tulos.RetrievePicklist(bizUser,
Microsoft.CRM.Platform.Types.ObjectType.otContact,
"Address1_addresstypecode")

Cross-Atlantic CRM Deployment Performance.

Posted: 31 Jan 2005 05:29 PM PST

Matt,

Thanks for the insight and good luck with your "satellite" deployment
project. I'm beginning to believe that unless you have a high bandwidth/low
latency connection to a given remote location, the users in that remote
location will have to accept slow performance or not use the application at
all. As is our East Coast facilities would rate the performance of SFO as
"acceptable". I'll be working with other groups within my department to
reduce application latencies between L.A. and the U.K. as best we can, but
it sounds like there is a limit to what can be done with this release of
MSCRM. I'm with you in hoping Microsoft makes WAN performance as a high
priority, especially when considering global corporations.

Thanks again,

Ron

"Matt Parks" <com> wrote in message
news:com... 
have 
lot of 
it's 
own 
replication to 
do, but 
wrote: 
to 
the 
no 
Sales 
course, 
required 
be 

Client Hardware/Software Requirements

Posted: 31 Jan 2005 04:03 PM PST

minimum spec for the client is 600mhz p3 i think. In reality anything over
1ghz and 256mb ram should be enough if not exactly lightning fast

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


"Steve W" <microsoft.com> wrote in message
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did 
brought 
minimum 
If 
minimum 
not 
who 
300 
for 
network 
Are 
Also 
working 
with 
requirements 

Data migration - CRM tables and picklists

Posted: 31 Jan 2005 02:35 PM PST

> Does a CRM picked list use a linked table? 

Picklist values are stored in XML Files and StringMap table in MSCRM
database

look for the table StringMap, the key is objecttypecode field (ex. account =
1) and the AttributeName field (CFPxxxx) the displayed string is stored in
Value field
and the hidden value/code is stored in AttributeValue field

henyung

Reclaim User License

Posted: 31 Jan 2005 12:55 PM PST

Any suggestions on how I determine which line belongs to which user?, they
are all alpha numeric.

Thanks,
Brian Corbet

"Matt Parks" wrote:
 

Automatically Create Accounts in CRM

Posted: 31 Jan 2005 12:01 PM PST

DTS can't really be used to load data into CRM. There are ties to the security
that you won't be able to set on your own.

The best bet for tis type of process is toeither write your own code using the
CRM SDK or use a product like Scribe.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Mon, 31 Jan 2005 12:01:07 -0800, JMC <microsoft.com> wrote:

Hi Matt!

I was hoping to learn if it is possible to create accounts in MS CRM from
the back end. I've been recently exposed to DTS in SQL Server and was
wondering if I could use our website to store company information of people
who sign up for our newsletter in a temporary data table. At the end of the
day I would run a DTS package that would import these records in to the CRM
Accounts database. That way, the next day our sales/service folks can see
all the prospective accounts that have requested information from us. Thanks
for any guidance!

intranet & wan (Web) access to MSCRM: Any security issues to consider?

Posted: 31 Jan 2005 07:46 AM PST

No, IIRC, ActiveX is a pretty important part of this. If they're looking to
avoid the use of activeX because of security, then show them that you
manually put their CRM site into 'trusted sites'.

"Achim Gounar" wrote:
 

Unique account name

Posted: 31 Jan 2005 06:25 AM PST

This isn't a "supported" solution. You would basically need to modify the
unserlying ASPX to include the calls you want and then tap into the base call to
process the save.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 1 Feb 2005 00:48:47 -0800, "Andrey Ptashinskiy" <ru> wrote:

Thanx Matt!
About JavaScript.
I see that i can write in only for PickList event OnChane. In SDK I
couldn't find any examples of solution you propose. I would like if it
would be this way: write client-side code that goes to server to make
some checking on save event. Can I?

I see that i can write my custom page for entering account with logic i
need. Don't you propose this way?

Thanx for advance.

MS CRM (Outlook Client) and Terminal Server

Posted: 31 Jan 2005 01:17 AM PST


Crap,

I was affraid this was the anwser. So no SFO for this client.

"Matt Parks" wrote:
 

MS CRM and Siebel

Posted: 31 Jan 2005 12:19 AM PST

Two comments about Siebel to MSCRM:

1) Scribe has templates (which will need adjustment based on your conversion
needs) that you can use to move date from Siebel to MSCRM
2) Siebel Attachments (do you have any?) must be "un-compressed" before they
may be moved into MSCRM (or any target for that matter). There are two
programs usually available in the Siebel root directory: "ssemuzip.exe" and
"sseunzip.exe". I use the first "ssemuzip.exe" because it allows me to pull
information about how the attachments are linked.

Lindad


"Ricardo Le Roux" wrote:
 
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