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Microsoft CRM - Customer Portal

Microsoft CRM - Customer Portal

Customer Portal

Posted: 26 Sep 2005 10:33 AM PDT

OK, thank you. I know of one from C360. Are the others that anyone knows about?

Thanks,
Tareef

"Dave Ireland" wrote:
 

Activity Attachemnt upload error

Posted: 26 Sep 2005 08:01 AM PDT


Mandar wrote: 

but i get

the message

Microsoft CRM Alert: 

and

"Record Is Unavailable"


Mandar....





 
 

Price List

Posted: 26 Sep 2005 12:40 AM PDT

it is in an excel format

"marwa" wrote:
 

MSCRM TAPI?

Posted: 25 Sep 2005 08:32 PM PDT

On Mon, 26 Sep 2005 15:32:11 +1200, "Kyaw" <net> wrote:
 

Out of the box MS CRM has no concept of TAPI and will have nothing to
do with your telephone system.

However we have a product, CTi4CRM, which will connect to any TAPI
compliant telephone system and drive microsoft CRM from events on the
telephone system, create call records, initiat calls from within CRM
etc.

Try this;
http://www.qubic.uk.com/productsservices/crm/cti4crm

NB the information there is out of date and awaiting an update but if
you send an email with your contact details then we'll arrange ofr
someone to forward the latest version of that to you.

We also have versions of this product which will drive other CRM
solutions (Act, Maximiser etc) so this is a solution which is portable
across platforms should you choose to move your CRM implementation.

Jarvis N. Brand
Qubic Ltd.
http://www.qubic.uk.com

Snap in Failed

Posted: 25 Sep 2005 09:01 AM PDT

You will need to log in as a user that has a CRM license and CRM System Admin
role. (As a caution, if you are new to CRM, make sure you don't remove the
Sys Admin role from a CRM user unless you are certain that another user has
been assigned that role. You need to have at least one user with Sys Admin
role in CRM.)
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"fattydave" wrote:
 

StringMap duplicate values

Posted: 24 Sep 2005 05:26 PM PDT

Thank you,

To the same value is on the same Object an the implementation Manager doesnt
work and the new values dont appears

Regards
Katy

"Matt Parks" wrote:
 

Contracts and invoices

Posted: 24 Sep 2005 11:39 AM PDT

Then, it is confusing!!!

"MattNC" wrote:
 

Problem logging in to CRM by a not-Admin user

Posted: 24 Sep 2005 11:34 AM PDT

Web UI.

"MattNC" wrote:
 

Bogus charges

Posted: 23 Sep 2005 09:58 AM PDT

Oh well....

"Matt Parks" wrote:
 

Open a quote

Posted: 23 Sep 2005 04:53 AM PDT

This problem obtains when same quote is reopen after 4/5 time.

This error is present only when a quote is composed by a lot of product
while this problem not obtains where we have a quote is composed by less 10
product.

Any idea?

Thanks in advance


"Matt Parks" wrote:
 

CRM 1.2 Console Logon Problem

Posted: 23 Sep 2005 02:02 AM PDT

Yes

"Lanman" wrote:
 

possible to enumerate page numbers?

Posted: 22 Sep 2005 04:03 PM PDT

TJ,
In addition to tracking all of your changes, our new VAST Insights
query engine does precisely what you are looking for.

You don't HAVE to use VAST Insights to query against historical data.
You can create a query that returns the same result set as CRM views
(or CRM Advanced Find). However, as we built a custom page to display
this data, we added the page numbers for each page along the bottom of
the result set. (So if you have your Options set to 25, and the result
set has 51, you'll see 1 2 3 on the bottom of the page.)

HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

To download a fully functional trial version of VAST, (Visionary Audit
System Tools for Microsoft CRM), that tracks all changes made to the
Adventure Works Cycle database, visit http://www.vscrm.com/trial.htm



Matt Parks wrote: 

Export email addresses? (somewhat urgent)

Posted: 22 Sep 2005 09:13 AM PDT

Andrea,

This is relatively simple to do. Go into your Settings, then choose System
Customization. Click on Contacts and then select Create a New View. Give the
view a name, like "Email addresses for export" or something of that ilk.
Then choose the fields you would like displayed (i.e. - name and email
address), add any sorting and filtering options you would like, then save
and close your new view. Go back to Sales and then Contacts and select the
view from the drop down list on the top right corner. Once the view is
displayed, click the Excel icon in the top right corner of the list and you
will have your exported list of contacts and email addresses in MS Excel
format.

You can repeat the same process for Accounts if need be. Hope this helps.

Craig

GaleForce Solutions Inc.
100% Financial Services . 100% CRM . 100% Microsoft®
www.galeforcesolutions.com

"Andrea" <microsoft.com> wrote in message
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