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Microsoft Word - Macro That Saves A Word Document as a Renamed Word Document and As A PDF.

Microsoft Word - Macro That Saves A Word Document as a Renamed Word Document and As A PDF.


Macro That Saves A Word Document as a Renamed Word Document and As A PDF.

Posted: 19 Jan 2015 02:47 PM PST

I want to create a macro that allows me to "save as" an existing documents with a new title, and creates a PDF of it. I want to be able to create both simultaneously, name them the same thing, and I want to choose where they get saved.

So far, I've scoured the web and found this; it creates a new document and a PDF, but saves them both in the same place the original document is saved in.

Dim strName As String

ActiveDocument.Save

strName = Left(ActiveDocument.FullName, Len(ActiveDocument.FullName) - 4)

strName = strName & "pdf"

ActiveDocument.ExportAsFixedFormat OutputFileName:=strName, _

                              ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False, OptimizeFor:= _

                              wdExportOptimizeForPrint, Range:=wdExportAllDocument, From:=1, to:=99, _

                              Item:=wdExportDocumentContent, IncludeDocProps:=True, KeepIRM:=True, _

                              CreateBookmarks:=wdExportCreateNoBookmarks, DocStructureTags:=True, _

                              BitmapMissingFonts:=True, UseISO19005_1:=True


Also, I've found this; It does half of what I want. It allows me to name and choose where the PDF goes, but doesn't include the document. 

Dim StrPath As String, StrName As String, Result

With ActiveDocument

 On Error GoTo Errhandler

 StrPath = GetFolder & "\"

 StrName = Split(.Name, ".")(0)

 While Dir(StrPath & StrName & ".pdf") <> ""

   Result = InputBox("WARNING - A file already exists with the name:" & vbCr & _

     Split(.Name, ".")(0) & vbCr & _

     "You may edit the filename or continue without editing." _

     & vbCr & vbTab & vbTab & vbTab & "Proceed?", "File Exists", StrName)

   If Result = vbCancel Then Exit Sub

   If StrName = Result Then GoTo Overwrite

   StrName = Result

 Wend

Overwrite:

 .ExportAsFixedFormat OutputFileName:=StrPath & StrName & ".pdf", _

 ExportFormat:=wdExportFormatPDF, OpenAfterExport:=False, _

 OptimizeFor:=wdExportOptimizeForPrint, Range:=wdExportAllDocument, _

 Item:=wdExportDocumentContent, IncludeDocProps:=True, KeepIRM:=True, _

 CreateBookmarks:=wdExportCreateNoBookmarks, DocStructureTags:=True, _

 BitmapMissingFonts:=True, UseISO19005_1:=False

End With

Errhandler:

End Sub

Function GetFolder() As String

Dim oFolder As Object

Can anyone help come up with a variation on the two or just help fill in the gaps? I would really appreciate it. Thanks.

Problem with copy & paste in office

Posted: 19 Jan 2015 01:59 PM PST

Hi all : i got the problem too few days ago, it was the copy-paste option in pushbullet. u must disable it !!!

Formatting pictures with textbox over picture

Posted: 19 Jan 2015 01:33 PM PST

I have a document with 12 pictures.  Each picture has a textbox on it with Word Art.  When I look at reveal codes there is a page break between each picture as I wanted.  When I view print view,  web (filtered), or pdf the formatting is all messed up.  In one case two pictures over lap even though there is a page break between them.  Also having trouble with some text boxes not staying on the picture and/or going to a different page.

The document looks perfect when I am looking at it, however, I can recreate the overlapping pictures by changing one of those pictures to "text wrap behind text" when I do that the other picture jumps up a page. 

I have been working on this unsuccessfully for 5 days and am about to give up.

Open to all ideas.

Thank you!

Mail merge issue -- after merging, the font size changed in the merge fields from 12 pt to 14 pt

Posted: 19 Jan 2015 01:25 PM PST

I use mail merge to create Separation Agreements/Releases in my job.  The main document is a Word document and the data source is an Excel file.  After merging the documents, the final (merged) document has changed the font size in certain fields from 12 pt. to 14 pt.  for some reason.  I can't figure out why or how this is happening.  The main Word document doesn't seem to have any formatting changes in the font size and the Excel data source uses an entirely different font and size anyway.  I have to go through the entire document and highlight the fields that are larger and change them to 12 pt.  Any solution to this problem?  Thanks.

Major Bug In Word Update 1.5

Posted: 19 Jan 2015 12:18 PM PST

Hi guys

i am learning that Microsoft word for iOS is experiencing a major error. Everytime I try to open the app, it closes on me. In addition, I cannot open any documents and edit. What should I do? I can't delete the apps because it has all of my notes on it for exams and deleting them would be bad

Where have my documents gone?

Posted: 19 Jan 2015 12:13 PM PST

I have come to use Microsoft word appand it no longer opens and has deleted all my documents. Could anyone tell me how to resolve this and why this has happened?

thanks 

Drop down List Content Control not editable

Posted: 19 Jan 2015 11:32 AM PST

Hello. I have created a word template with a drop down list content control. It should be possible that anyone can edit a content when using the template. Therefore I have not selected the locking checkboxes in the content control properties (Content control cannot be deleted and contents cannot be edited not selected). Strangely Word is working like I have selected the checkbox 'contents cannot be edited'. Any idea what the problem is? When I try to edit a content the message 'The modification is not allowed because the selection is locked'. First I tried to create the drop down list in Word 2007, then in Word 2013. In both versions the same problem exists. No chance to edit the content. Help will be highly appreciated. Tks and rgds Babazrh

URGENT HELP NEEDED.....

Posted: 19 Jan 2015 10:41 AM PST

Dear Members/Experts,

 I am recently facing a problem while opening Microsoft office documents like word, excel etc.

whenever I tried to open a file it shows a error. pls. help. I clicked on repair now tab but nothing happened.

Grouping pictures and shapes

Posted: 19 Jan 2015 10:22 AM PST

Word 2007. After I insert a picture, I sometimes insert shape and place it on top of the picture. However, I cannot group them. If I change the picture wrap from in line to floating, then the shape goes behind the picture and cannot be brought forward. Is there a way to group them?

Office 2013 - "This modification is not allowed because selection is locked"

Posted: 19 Jan 2015 10:19 AM PST

I am using Office 2013 (Word).  The document I am working on is an old document that I have been using for well over a year.  It is a running "to-do" list with check boxes.  Before my current issue, I would check off the completed tasks for the week and then at the beginning of the next week, I would copy and paste the previous week's tasks, enter a new date at the top of the list, and simply delete the checked (completed) tasks.  All of a sudden, when I go to delete a task, I receive the message "This modification is not allowed because selection is locked".

Most of the other answers to this problem (apparently a common problem) seem to revolve around the document being restricted (not in this case) or an issue with the Word version not being activated (not in this case).  I am having no problems with any other Word docs, only this one.

EDIT:  I just figured out that if I ONLY use the "backspace" key, I can delete the line (task) in question, but if I highlight the entire line and try to delete it I receive the same message.

Any help is appreciated!

Billiken

WORD toolbar defaut tab in Office 365 Home

Posted: 19 Jan 2015 10:15 AM PST

When I open WORD the tool bar tab at the top of the page defaults to the "File" tab.  Until now it has always defaulted to the "Home" tab that shows the toolbar commands used in Word documents.  If I click on "Home" to perform a command, it performs the command and then the tab goes back to "File" instead of staying on the "Home" tab.  How can I make the "Home" tab the default when opening WORD?  And also, how do I get it too remain on the tab I select until I manually change to a different tab?

Office 2010 template download error

Posted: 19 Jan 2015 09:22 AM PST

When I try to download template in word it gives me error

"Template Download Error
> The template cannot be downloaded. To fix this problem, do the following:
> - Make sure your computer is connected to the Internet .
> - Make sure your browser is not in offline mode.
> -Try to download the template again later."

I need to download a calendar, yesterday it worked and today it doesn't. I am running on windows 8.1. 

recreate a document

Posted: 19 Jan 2015 09:10 AM PST

can anyone help me I am not that computer savvy but can learn I hive loads of sheets of documents all different and they have actions written on them but they have been filled in by someone I have to keep current up to date records so need to create copies of these documents but without the ticks and comments that have been added just need the blank forms how on earth do I do this in layman's terms please have been told to use excel but don't know how

MS Word 2010 Email Merge doesn't work with the HTML Option Using Windows 8.1

Posted: 19 Jan 2015 08:21 AM PST

I am running Windows 8.1

I am using Microsoft Office Professional Plus 2010.

Outlook is my default email program.

When I complete an e-mail merge, I can send as an attachment, no issues.

I can send as plain text, though this opens a dialog box asking me to allow internet access for a specified time period, and I have to click OK on each e-mail.  At least it works.

When I choose to send as HTML, the merge completes, but no e-mails are sent.  I see the dozens of merges being completed, but there are no e-mails in my outbox or my sent e-mail folders in Outlook.

I have run the repair function for Microsoft Office.  I have downloaded all updates.  I have done a clean boot of Windows.  I even tried to use the fix (though it's designed for Windows 7), #980681.  Still nothing.

Can anyone suggest anything else?

Create a link between word documents for standardised templates

Posted: 19 Jan 2015 04:03 AM PST

Hello

I am trying to create a standard document that will be used for different purposes. I want fields such as company names and other details to be edited and maintained throughout the document. I tried to create a table of variables within excel and then import them into the different areas within my document but i always end up with boxes around the inputed data or it ruins my formatting. Is there anything i can change?

Different line spacing for English character and Chinese character

Posted: 19 Jan 2015 12:21 AM PST

Line spacing is single. I choose the minus sign, then "mark selected texts as" Chinese (PRC) or English (United States). The line spacing would change as shown in pic. 2 and pic. 3. Why?

 

Don't Show Message - Print out of Margin

Posted: 18 Jan 2015 08:49 PM PST

Hi All,

I am using Printer - Epson L210.

In Some Word Documents I require Matter out of Printable Area.

---

But, below Message show again and again

Can make it ' Don't show again'

-----

Any trick

Thanks

Ravi Vare

How to create a smaller header on the continuation page of Microsoft Word 2013?

Posted: 18 Jan 2015 08:19 PM PST

I created a letterhead using word 2013 that contains logo and contact details on the header of the first page, and a preset different header for all subsequent pages.  This means that when the content on the main letterhead goes into second and subsequent pages, a different header is created automatically, with a smaller logo on the top right corner of the page.

My challenge now is that I would like to set the header margin for the subsequent pages to be smaller but can't seem to do this without affecting the whole document.  Whenever I change the header margin, it affects the whole document.  Please help.

Regards,

Phil

Where is Word, Excel and PowerPoint found once downloaded Win 8.1?

Posted: 18 Jan 2015 08:17 PM PST

I am new to using Win 8.1 having come from an XP op system. What and where do I go to actually use my MS Office which has successfully been installed? I can't create a word document because I don't know where the heck it is!

FILE SEARCH WINDOWS 8 OFFICE 2013 WORD

Posted: 18 Jan 2015 06:19 PM PST

Hi,

Just recently the search function stopped working when I try to search for files in my folders.  It used to but now it doesn't.  Was there an update that changed that and if so, which one so I can uninstall it?  If not, how do I fix it?  I tried the indexing/rebuilding route.  It worked once and I was able to do a search but went right back to returning no results in a search and I couldn't get it to work again.  It is very frustrating as I work with a lot of word documents and folders and need to be able to search them.  Also, when I click on a help link, I get a message that the content is no longer available.  What's that about?  What's the point of having the link if it doesn't work?  I want to avoid doing a system restore if at all possible because I don't really know what restore point to go back to.  Please help.

Thanks.

Trouble with Paste

Posted: 18 Jan 2015 06:16 PM PST

Using Office 2010 on a Windows 8.1 system:

I frequently want to copy a URL from an open Chrome website and then paste it into either a new Outlook email or into a Word document.  The paste function doesn't work.  I have to repeat the copy and then repeat the paste several times before it finally works.  It just won't work the first time.

Any suggestions??

SQL Database

Posted: 18 Jan 2015 05:32 PM PST

What is an SQL database and what is it doing for me when I'm creating an App?

removing "scroll" symbol from copy and paste into Word

Posted: 18 Jan 2015 04:29 PM PST

Hello,

this is my problem: when copying  an email from Outlook/Hotmail onto Word, Word then displays all these little "scroll" symbols. They are little yellow squares, with a slightly unwound scroll, top right to bottom left. (SEE FURTHER DOWN)

I want to keep source formatting, but do not want to manually remove these symbols each time I copy and paste an email, before I save the docx. The other issue is, if I do not remove these "symbols" and save the docx, upon opening the docx again, the symbols are not there, but the "grey background rectangle" that appeared from the copy and paste of the address details remains, as well as the blank spaces there were occupied by the scroll symbols. Now I could choose just paste text option, but then that removes all source formatting - not what I want.

I encountered this years ago when in XP, but I cannot remember how I undid it (whether in Word options, or something in the control panel subheadings), or what I may have done recently and it has appeared again.

I tried the local Microsoft store today, but they (their store employees) had not seen this before, nor knew how to resolve this.

Anyone else had this issue and managed to resolve it?

Word 2013 cursor not lining up after viewing in Web mode

Posted: 18 Jan 2015 04:24 PM PST

Weird problem: when viewing a document in Word 2013 in web mode, I am getting erratic behavior (for example, text disappearing after clicking a new paragraph).   When I click back to print mode, the cursor is wacky - when I click on a place in the document, the cursor looks like its 1 or 2 lines above or below it.  So, I can't see where I'm typing!  Incidentally, this is a document with a very long, multi page table (a list of definitions).  I am running Windows 8 x64 on a Surface Pro 2.

Linux sys as a ADSL router? - Forums Linux

Linux sys as a ADSL router? - Forums Linux


Linux sys as a ADSL router?

Posted: 06 May 2009 01:41 PM PDT

>"nicc777" <com> wrote 

How else can you plug your ADSL line into your PC?

In the old days of dial-up, you needed a modem, right? Otherwise you
couldn't connect your PC to your phone line. Well, this is the broadband
equivalent. Either you need an ADSL modem or a cablemodem, but you
definitely need a modem.

You don't need an external one, if that's what you mean. I presume you can
get internal ADSL modems on PCI cards, though I've never looked as I'm on
cable.

As John says, it's easy with Debian. I've used a Debian PC as a router for
ten years.

CC

Can't get dvds or cds to play on linux

Posted: 30 Apr 2009 05:06 AM PDT


"Michael Black" <ca> wrote in message
news:example.net... 

Hi, Checked my original post and I've forgot to mention that its on a laptop
so there's no audio cable from the DVD/cd to the soundcard. I didn't post
any info as it doesn't give you any, just brings up a unable to play message
with 'no reason' underneath.' I've checked an a Mandriva newsgroup and its
a common prob with some laptops, there's a way around it by using a player,
for example VLC, to open the DVD and play the individual vob files.

Invisible Mouse Pointer after installing Debian 5.01 XFCE

Posted: 29 Apr 2009 09:59 PM PDT

JamesG wrote: 

I had that problem once. I finally fixed it juggling some /etc file. It was
months later that I looked and found I had the keyboard and mouse in each
other's socket.

--
Good leadership is getting ahead of a popular movement and giving it focus.
Pretend leaders try to get ahead of a popular movement and direct it towards
their own cause.
-- The Iron Webmaster, 4135
http://www.haaretz.com What is Israel really like? http://www.jpost.com a7
Sat May 2 05:03:22 EDT 2009

Debian testing download Q

Posted: 29 Apr 2009 03:00 AM PDT

Aragorn wrote: 

That's why they are called 'crunchies'

Or 'Grunchies' ;-)

 
Ja mijnheer;-)

Apparently it's why the caricature Irishman always says 'an all, and
all' the end of every sentence..its a literal translation of the Gaelic.. 

My dual boot iMac won't boot Linux from the hard drive.

Posted: 26 Apr 2009 02:40 PM PDT

On Apr 26, 5:40pm, piscesboy <com> wrote: 

A colleague is using Ubuntu for precisely this. It took some work with
the Mac compatible boot loader, but he's a happy camper.

PCMCIA card that will work with Debian?

Posted: 26 Apr 2009 01:15 PM PDT

com wrote: 

That card is currently classified as redband and currently has no open source
driver. It appears that you will need to use an ndiswrapper to utilize that
card.

Mark.

--
Mark Hobley
Linux User: #370818 http://markhobley.yi.org/

Old Computer, New External USB Drive

Posted: 25 Apr 2009 07:18 PM PDT

On 2009-04-28, JohnF <see.sig.for.email.com> wrote: 


On t'other hand, I rescued an old Dell Optiplex from the trash and installed a
USB 2 card in it. The card runs fine at full speed. No problems at all
detecting whatever I plug into it. The machine was built in 1998 and has a
376MHz Pentium II in it. Perhaps the machines you tried really _do_ have
processors that are too slow to run USB 2 cards. Unlikely, but possible.

W.

Udev Issues

Posted: 23 Apr 2009 08:49 AM PDT

On Thu, 23 Apr 2009 11:49:20 -0400, Bart Simpson wrote:
 

No experience
is it randomly remapping?
can you tie stuff/config to specific hardware ports?





--
Once again, our prime minister Kevin Rudd brings stability to the nation
by reassurring the nation that one law still exists for the rich
and another for the poor. After a personal visit;
http://www.abc.net.au/news/stories/2009/04/27/2553855.htm

Baseline Work not adding up Microsoft Project

Baseline Work not adding up Microsoft Project


Baseline Work not adding up

Posted: 19 Jan 2006 03:15 PM PST

Nick,

Do you get this problem even with new plans that you create?

Also, is it possible that on these plans, tasks and resources were
deleted from the resource sheet after baselining.

Sharat

Network Diagram views

Posted: 19 Jan 2006 01:21 PM PST

Hi Mike,
I created a copy of the 'Summary tasks' filter, changed it to 'Summary =
No', but the Summary task didn't disappear. I didn't try it in the Gantt,
only in the Network Diagram view.
I find the display of summary tasks in the Network Diagram view very poor.
Best would be a line around the subtasks, but to show a summary as just
another task is less than helpful, to my way of thinking.
Look forward to trying any more ideas.


"Mike Glen" wrote:
 

Exporting Calendar View & linking Excel Data to project Table

Posted: 19 Jan 2006 07:36 AM PST

In article <com>,
"Hobbit62" <microsoft.com> wrote:
 

Jordan (the Hobbit),
I understand your concept about a product schedule and calendar. However
it seems you are trying to use Project to track everyday "work
maintenance" activities with Project and I think that's either overkill
or hedging on micromanagement. We all, walk the dog, read e-mail, go to
meetings, etc. and for very busy people it may be helpful to track those
activities with a appointment book, PDA, or other daily scheduling aid.
However trying to put those type of daily activities into a Project
schedule is in my opinion unwise and unnecessary.

Project is a scheduling/planning application best suited for developing
and tracking major defined (i.e. bounded) projects. When assigning
resources to work on tasks in a Project plan a project manager knows
that 100% utilization of those resources does NOT account for 100% of
their waking hours - and it shouldn't. The rule of thumb we used for
employee utilization was something like 80%. The 20% accounts for
vacation, sick days, and general inefficiency associated with being a
human being. If the feeling is that this 20% (or whatever) inefficiency
is a serious impact on the project plan, then I suggest the project plan
probably was developed with too much optimism.

To address your basic question, there may be some other methods for
capturing the Calendar view but I don't have any more suggestions.
Personally I've never had any use for the Calendar view. What I do
suggest though is that you consider using a more appropriate means of
tracking daily activities. Perhaps Outlook would be a good option.

Of course all of this is just my take on your issue. Maybe someone else
has a suggestion or two.

John
Project MVP 

How to insert text into Task Bar

Posted: 19 Jan 2006 06:12 AM PST

Thanks
"The value is not valid in this situation" this appeares with several tries
with different values. I just need to enter 80 x 20' DC in the middle of the
Bar.
Thanks
Kalevi
"davegb" <com> kirjoitti
viestissä:googlegroups.com...

Kalevi wrote: 

What error message?

If I choose "Tesxt1" from where 

You can add the Textx field to an existing table, or create a new table
with Textx in it. Enter your info there, and it will appear in the
Gantt Bar.
 


Master Project with only 'read' access

Posted: 19 Jan 2006 01:56 AM PST


Thank u very much John,
I was very happy to try the suggested solutions. Your help came in
time. Both the options are fantastic & working. Help in need ...

We can save the file as read only with write protection password, still
you can open sub-projects w/o password.

Thanks once again.


--
3326ubb
------------------------------------------------------------------------
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View this thread: http://forums.techarena.in/showthread.php?t=442919
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Where does MS project stores setting which user set in mpp file

Posted: 18 Jan 2006 09:26 PM PST


John wrote: 

Just thought I'd mention that the settings that are doent/project
specific have a "Set as Default" button in that part of the box to make
them application wide settings.
Hope this helps in your world.

Tasks Not Shown in a View

Posted: 18 Jan 2006 07:48 PM PST

Yes! Now that I've been told about this "feature" think of it like this:
I'm in the kitchen and must turn on the kitchen lights before I go into the
dinning room. BECAUSE if the kitchen lights are off... then the dinning room
lights are off and can't be turned on until I return to the kitchen to turn
on the kitchen light. You see, The light switch is dissabled in the dinning
room. (The view does not have the summary tasks shown and thus the "show all
subtasks" button is dissabled.) After all those years of having my mother
tell me to turn off the lights before I leave the room, it's hard to
remember to turn on the lights in the kitchen or I won't be able to turn on
the lights in the dinning room once I get there. I think this is at least
an annoyance if not a bug.

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


using up part-time resource's availability in one task?

Posted: 18 Jan 2006 01:52 PM PST

No problem. For the record, the levelling outcome would be the same
regardless of the task type. MS Project runs algorithms to determine which
tasks to delay based on overallocations. It may split a task, if you set
the option to allow it...but it won't change the units that are assigned (as
part of an attempt to optimize the schedule). If you set the levelling
option to check at the hour by hour level, you should receive an
informational error that it couldn't resolve the overallocation, but it
won't delay the task because of it, as this would just move the
overallocation and not resolve it.

Cheers!

John M.


<com> wrote in message
news:googlegroups.com... 


Choose a resource, then a mgr of the res from a central resoure po

Posted: 18 Jan 2006 11:57 AM PST

Hi Jziz,

Welcome to this Microsoft Project newsgroup :-)

You might like to see FAQ Item: 37 - Custom Fields in Tables. FAQs,
companion products and other useful Project information can be seen at this
web address:http://project.mvps.org/faqs.htm

Hope this helps - please let us know how you get on :-)

Mike Glen
Project MVP

jzis wrote: 



put tasks in outlook without server

Posted: 18 Jan 2006 09:49 AM PST

Hi, Cheryl!
Go to Tools, Macro, Macros, then type in OutlookLink and click Create. The
VB Editor will come up, with the first and last lines already inserted for
you. Click Tools, References, and check Microsoft Outlook Object Library
(your version number will be in there). Once it is checked, click OK. Then
copy and paste the original macro code (without the Sub and End Sub lines in
between those lines in the VB Editor. Now save, and you're done. Just click
the Run button (looks like a right arrow) to run it. In the future you can
run it from Project by going to Tools, Macro, macros, selecting it from the
list, and click Run.
Write me directly if you have any problems or questions. I hope it works for
you.
Regards,
Rick Williams
net



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


Duplicate task names in Master Project

Posted: 18 Jan 2006 09:09 AM PST



"JP Long" wrote:
 

Assigning Resources to part of a task

Posted: 18 Jan 2006 05:30 AM PST

Thanks for your reply John.

Unfortunately it's not that uniform. Any resource may be required for any
length of time on any particular task. I think the only way is to manually
put the hrs in via the Work View for each resource.

Thanks again
--
Robin


"John M." wrote:
 

Microsoft CRM - Assigning Cases...

Microsoft CRM - Assigning Cases...


Assigning Cases...

Posted: 25 Aug 2005 03:41 PM PDT

Thanks Matt, I guess somethings are just not have difficult as they first
appear.
Surprised I missed that under actions.

Thanks again for your help

"Matt Parks" wrote:
 

paste to field

Posted: 25 Aug 2005 12:47 PM PDT

That would be Ctrl + V to paste (Ctrl + C is copy) ;)
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"chainbucket" wrote:
 

Workflow E-mail from field

Posted: 25 Aug 2005 12:32 PM PDT

Hi Matt,

I actually miswrote the question. Presently, we have workflow rules that
sends e-mails based on the Opportunity Object which populates the ‘From’
field with the record owner’s e-mail address.

We have placed a picklist in the Opportunity Form allowing the account reps
(Opportunity Owner) to assign a manager. For Example:



Picklist Value â€" Picklist Text

1 â€" John

2 â€" Jack

3 â€" Joe



When the e-mail updates via workflow is triggered, we are trying to modify
the ‘from’ field. Ultimately, we can query the picklist, associate an e-mail
address value, and plug it into the ‘From’ field in the e-mail message. For
example:



If opportunity.CFDfield.value == ‘1’ then strEmailAddress = “com”

If opportunity.CFDfield.value == ‘2’ then strEmailAddress = “com”

If opportunity.CFDfield.value == ‘3’ then strEmailAddress = “com”

Perform Subroutine to Send E-mail



The value of strEmailAddress then plugs into the ‘From’ field in the e-mail
message being triggered in the Subroutine


--
JDMcDonnell A+ MCP Certified


"MattNC" wrote:
 

CRM "inadequacies"

Posted: 25 Aug 2005 09:04 AM PDT

Unfortunately, that is a common situation. There are a lot of companies out
there who claim to know the product, but, unfortunately, it is quite easy to
become "certified" and claim you can implement it. This product is not like
other MSFT products, you need to address it with a different mindset.

v1.2 can be successful, but only in the right situation. There have been
numerous instances where the product was oversold by an overzealous VAR and that
has tainted the products reputation. We try to be very clear about the out of
the box limitations during the sales process to avoid these situations.

BTW, Not sure there would have bee less custom work needed, but the difficulty
of that work might have been much less complicated with more experience. I have
seen approaches to custom code that would make your head spin wherne there are
some very streamlined ways to extend the product.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 25 Aug 2005 11:33:11 -0700, "KYTFLYR"
<microsoft.com> wrote:

Thanks...we're "pregnant" now and stuck with it. Our VAR (way) over promised
and (Way) underdelivered. It's turned in the joke about why Hell is so hot,
it didn't look that way originally......that was the demo.

Our VAR's (pretty much) given up on everyday functionality issues and is
focused on the non-functioning of their "custom" work. (Psst, I think if they
really understood CRM better there'd a been less "custom" work......)

It will be a looooooooong "few" months.

I appreciate the feedback.

"Brandon" wrote:
 

CRM server will not get though internet

Posted: 25 Aug 2005 06:48 AM PDT

Hi,

An article that might help you out is this one:

How to set Microsoft CRM on the Internet on default Port 80 when other
sites are running on port 80 (858798)

If you are using Microsoft Small Business Server and using the ISA server
piece, you may have to configure ISA server to let the web request through.


I hope this helps you out.

Kind regards,
Mike Christl

Microsoft Online Partner Support


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Schema Manager - Date field not working

Posted: 25 Aug 2005 05:40 AM PDT

Hey Dave,

Thats a pitty, but thank you for the information.

Jefferson

"Dave Carr (dave- no com" wrote:
 

ZIP/PostCodes and CRM

Posted: 25 Aug 2005 05:30 AM PDT

You can create a button on the toolbar that when clicked, can look for the
address and then fills the corresponding fields on the main form using
javascript for example.

Amir Dehnad

"Jim Prendergast" wrote:
 

MSCRM 3.0 database

Posted: 25 Aug 2005 04:35 AM PDT

Thank you all for your posts. This was exactly what I was looking for.
I do have some custom fields and have done a few customer cases also
where all of them have had custom fields in the DB. That is great news
that the upgrade will take care of them automatically.

Thanks again.

Error Message when Importing Contacts

Posted: 24 Aug 2005 10:57 AM PDT

Thanks for replying Dave. I did some more digging after posting this and
found that it was in fact my security settings. I appreciate your feedback!

"Dave Ireland" wrote:
 

advanced read-only security

Posted: 24 Aug 2005 10:21 AM PDT

In this case though, you either need to impersonate a user with Gloabl read
rights or query the database direclty as the API will filter based on user
security as well.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 24 Aug 2005 22:07:13 -0400, "Dave Ireland" <com>
wrote:

Simon;

you are correct that it can't be done out of the box (if a user can see a
contact in a view, then they can at least view the contact's details). your
best be might be to create a custom web app that queries the CRM for the
list of relevant contact fields and display the data in a simple html table.
There are lots of examples of querying contacts in the SDK.

Dave


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


Query re Microsoft CRM-Exchange E-Mail Router

Posted: 24 Aug 2005 08:56 AM PDT



"Dave Ireland" wrote:
 

Thanks, Is there any good doentation on the design and operation of this
and the other features? The product doentation on the website is very weak.

Workflow and Permissions

Posted: 24 Aug 2005 06:28 AM PDT

Yes, if it's not because of the limited permission then that really is the
solution..

"Tim Long" wrote:
 

How is Microsoft CRM Engineered

Posted: 23 Aug 2005 02:40 PM PDT

Ronald is right...

The only ActiveX Control that might be downloaded to the client/user is the
Crystal Report when it is accessed for the first time and that activex
control is not yet installed in the client/user machine

"Chris Sellers" wrote: