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Microsoft CRM - Entering company name in CRM

Microsoft CRM - Entering company name in CRM


Entering company name in CRM

Posted: 15 Jul 2005 04:36 AM PDT

Andreas,

Thank you for your answer.

One comment though: I think MS could simplify this process: how about in
the same contact window, there would be a company field, website address of
the company,... then when you want to save the record, there would be an
option to make a new account from the info you entered, where only the
relevent info would be saved in the aacount record (such as company name,
phone number, web address,...

Thanks for your tip anyways

Steve

"Andreas Donaubauer" wrote:
 

E-Mail not working after adding host header

Posted: 14 Jul 2005 11:32 PM PDT

Thanks again for your help.

Ric

"Rob Bakkers" wrote:
 

Integer or Float?

Posted: 14 Jul 2005 12:42 PM PDT

Note that if you don't want the number to automatically show commas
(and there is no way to turn this off), you may want to add it as a
text field. Counter-intuitive, I know, but that's the only way to get
a number to appear like 40000 instead of 40,000, if that's what you
want.)

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 works against the Adventure Works
Cycle database,
visit http://www.vscrm.com/trial.htm

Picklist Events

Posted: 14 Jul 2005 12:29 PM PDT

Dave,

That indeed is an interesting approach, but i wouldn't really consider this
an alternative. That is why I mentioned update in workflow is not possible,
but again an interesting workaround :-)

Rob Bakkers,
Avanade Netherlands


"Dave Carr (dave- no com" wrote:
 

No Logon Dialog Box

Posted: 14 Jul 2005 10:01 AM PDT

Hi Amit,

Thank you very much for your quick response.

It wasn't quite as simple as you wrote. Our network has a domain policy
that doesn't allow users to change the security settings in IE. But, I
convinced him to allow those of us in the Domain Admin group to be able to
make such changes. Then, after a quick reboot, I was able to make it prompt
me for credentials.

So, again, thanks.

Calen


"Amit" wrote:
 

Account Owner last Changed (or) Last modified date

Posted: 14 Jul 2005 08:05 AM PDT

you can create a custom field, but I do not believe there is are native
fields to audit account ownership. The guys at visionary software
http://www.vscrm.com have an add on that will record ownership along
with any other changes to the account.

eric

srini wrote: 

send email to new contacts/accounts

Posted: 14 Jul 2005 05:00 AM PDT

Hi Shawki,

Go to home/settings/template manager/email templates. Create an email
template to use with accounts. Then in the workflow manager, when you are
editing the send e-mail action properties, choose this template. CRM
automatically sends the email to the e-mail of the primary contact, if it
does not exist, sends the email to account.emailaddress1.

The idea is that, the emails you send using the workflow manager, but
without using templates are sent to internal users, emails sent using the
workflow manager with email templates are sent to external users.

Hope this helps,
Bilge Gul

"Shawki" wrote:
 

May I change the form's source code? How to do it?

Posted: 14 Jul 2005 12:58 AM PDT

Thanks!!

"Ronald Lemmen" wrote:
 

Upgrading CRM servers

Posted: 13 Jul 2005 02:46 PM PDT

I agree. That's definitely a cleaner approach.

Thanks for your input.

-Vimal

"John O'Donnell" wrote:
 

Crystal Reports Publication

Posted: 13 Jul 2005 12:04 AM PDT

Yes, I have grouped the report by Quote number
This seems to be a Quote report so that it can be exported in the word
format and presented to the customer with slight modification.
The report is ready and is approved by the customer.
But cannot filter it in CRM for a particular account, user etc (the filter
options available in CRM)

Thanks
SAM


"John O'Donnell" wrote:
 

Microsoft Word - Office 2010

Microsoft Word - Office 2010


Office 2010

Posted: 08 Dec 2014 02:20 PM PST

How do you get the Office/word Thesaurus to work. I try to use this feature and it comes up with nothing found no matter what word I try to look up?

MS Word 2013 Prints page 1, when trying to print Current page (in pull down menu in Word)

Posted: 08 Dec 2014 02:15 PM PST

OS - Win 7 Enterprise

Office - 2013

Corp Environment

Have looked at this online, with no good answers or solutions.

In Word 2013, when I try to print current page (using pull down selection in Word), Word will print only page 1 of the document.   (If I use custom print I can specify the page and it will print, so there is a workaround)

Have done the following, with no results

* Repaired Office (no change)

* Replaced/Changed the dotm file for word (no change)

* Recreated my Windows Profile (no change)

* Have tried 3 different Network Printers, and 1 local USB Printer, same results on each.

* Have verified on 3 different Desktops (including mine)

Finally, uninstalled Office (rebooted), reinstalled (rebooted after), and use Word again, with same results.

Does anyone have any idea how to remedy/fix this?

Another link with people talking about same issue, for reference.

https://social.technet.microsoft.com/Forums/office/en-US/16b1d0be-54c6-400d-b902-d8bda587695b/word-2013-print-current-page-always-prints-page-one?forum=officeitpro

Hyperlink to a Place in the Document - Headings - can you change the default font styles to a custom font style (with a custom name)

Posted: 08 Dec 2014 01:47 PM PST

We have made custom tempates for our use - which have all custom font styles, including their names/titles.

When Inserting a Hyperlink>Place in This Document:

Under Headings it typically only displays Headings with the default MS font styles named "Heading #" (e.g. "Heading 1", "Heading 2."

Is there a way to change these values to another custom font style?

The only work-around that we have is bookmarking any instances of "Custom Style X" and hyperlinking to the Bookmark instead of the Heading,.

problems with printing labels with microsoft word

Posted: 08 Dec 2014 01:39 PM PST

when trying to print labels from a saved document,  an address list,  they look good on preview then when they print part of one address is printed on the

next label down.   The name and address print on the label then the city, state & zip print on the next label.   enough space if everything would move up.

Mail Merge Envelopes and Labels problem - Page numbering shows

Posted: 08 Dec 2014 12:59 PM PST

Suddenly when I perform mail merge labels or envelopes, there is a page number.  For labels, it throws off the Avery label templates and must be manually removed and margins need to be reset manually to get a full sheet to print.

For envelopes, page number "0" appears behind the frame where the address fields are inserted.  Again I must manually remove them.

How to fix, please? 

How can I add fonts?

Posted: 08 Dec 2014 12:52 PM PST

I currently have Microsoft Word Starter 2010 on my PC and apparently it does not include the Century Gothic Font. I would like to find out the best way to add the Century Gothic font to my PC.

I have searched the internet for a free download of this font, and I must say, it is confusing. Is it possible to add the Century Gothic Font to my list of current fonts, or do I have to buy a whole bunch of other stuff that I'll never use just to get it?

Regards,

Bill

Word problem in XP

Posted: 08 Dec 2014 12:52 PM PST

After having "Word" problems a friend removed same and installed "Apache" microsoft docs. This worked partially OK ut I've since lost office 2000.

I have now re-installed all the original Dell systems including office 2000 and although now showing in my program box am unable to access as getting message of being unavailable and on "different network"

How can I overcome this and gain access ?

Many thanks

Ron 

Keep having to add the same words to dictionary in Office 2010

Posted: 08 Dec 2014 12:44 PM PST

I've been having this problem for about a week now.  I can't trace it to any update or system change.

I am seeing words (like my company name) show up with the red underline in Word and Outlook.  I know they have been in my dictionary for years, but are now coming up as spelling errors.  I add them to the dictionary, and the very next time I boot up and type that word there it is again...red underlined. 

I started noticing this at the same time that all of my pinned recent documents in word and Excel got blown away inexplicably.  As I add those, they stick but the spelling stuff is driving me nuts!

Any suggestions?

Up date links from excel 2003 to word 2013 doc ?

Posted: 08 Dec 2014 12:12 PM PST

In the past I create and template 2003 excel file with data in each cell that could be linked to a template 2003 word file in a unique folder.  As the need arose I copied the folder to a new location and put in new information.  I would then use the newly created folder and file as required.  The way I set the folders and files up, I necessarily have to change the target location for data in the new word file when I opened the newly created word document.  Word 2003 gave me the opportunity to redirect the target file.

When I migrated to 2013 I expected to see the same kind of menu opportunity.  Now when I open the document that was originally created in 2003 which is now a 2013 word document the program asks if I want to update the links and I answer yes.  It then says that it cannot find the target file (which I would have assumed would be the case,) but there is no opportunity to change the target location.  And I can find no menu pull-down anywhere that would let me reallocate the target location.  Is there anything that is equivalent  to the process that was in 2003

Screen colors have changed

Posted: 08 Dec 2014 11:13 AM PST

I am having difficulties getting my computer screen colors correct.  I think the highlighter got stuck on Aqua.  I was highlighting in excel earlier, but the color sticking happened later.  I also had been holding down on the keypad buttons on the touchpad trying to get the pages to scroll down. Now all my pages are aqua and red lines are peeking through on black.  The address bar is aqua, the search bar is aqua, the file icons on the desktop are aqua...well you get the idea.  I just don't know how to fix it.

Any ideas?

Microsoft word keeps shutting down when I try to print

Posted: 08 Dec 2014 08:33 AM PST

Using Microsoft word is shutting down.  New pc.  Windows 8/64 bit.  Fine to save and work on docs but shuts down whenever I click on recently installed hp color laserjet 1600. Tried printing more than one doc to test.

MS Office Cache and Click to Run

Posted: 08 Dec 2014 08:21 AM PST

I keep getting notifications that "Microsoft Office Cache has changed since the last time you used it. Do you want to allow it access to the network" also getting a similar questions that Click To Run has changed.....what do I do? click yes or no?

does anyone know?

thanks!

Can't drag up margins or change them on the left hand side, how to get it back to normal again?

Posted: 08 Dec 2014 06:53 AM PST

The margins in my word are undraggable on the left hand side and I can't seem to fix it by choosing any margins. I was just doing stuff on word and then clicked to put a textbox in place and this just happened as I did, I had no idea or view of what I actually may of clicked in the process.

The end of my word documents is now cut and I have no ideas how to fix this, it looks like this:


It is really annoying and I literally can't do any work since I can't see the point I'm doing it to, and all new word files look the same.  Please help me to fix the problem if you can.

List of things already tried:

Dragging up margins,

Changing layout in page layout, margins,

changing margins in page setup

Word crash with sharepoint document and copy-pasting image from paint

Posted: 08 Dec 2014 04:28 AM PST

I have a very annoying issue occurring in specific circumstances (but unfortunately for me that is my daily work), it happens when a document is stored on a SharePoint server. When I copy-paste an image from ms paint into word, often I get the message 'word has encountered an error' but then I can continue, but every 5-10 times Word crashes completely.

 

When the error (not the crash) occurs, there is this nothing-saying error message stated below. Think of it.. my 'floppy disk' is not full, I have 8 GB of ram and I've all the permissions I require. The virus scanner is Symantec Endpoint Protection.

 

All systems are in a world-wide enterprise environment (>20.000 users) – So I guess from that side everything is configured OK.

 

There is a problem saving the file.

Usually this is because the disk or floppy disk is too small for the file or is full, RAM memory is low, or there is a permission problem with the drive the file is being saved to.

If the amount of disk space for a paging file is low, save the file to another drive. If the RAM memory is low, increase available RAM. If permissions to the drive do not allow you to save to that drive, save the file to another drive or request permissions from the administrator to save files to the drive.

Note   This error can also occur if the computer is running a version of antivirus software that is incompatible with the Microsoft Office or must be updated.

Word hangs when opening HTML file

Posted: 08 Dec 2014 02:40 AM PST

MS Word 2007 hangs when opening some of the HTML files on few servers\system. Same problematic html files open in word 2007 without any problems on other servers. HTML file contains text and inline pictures (Lessthan 1MB size). 

Environment details:

OS - Windows 2003 - SP2 64 bit

MS Office - 2007 SP3

Any changes in the office\system configuration?

Thanks in advance 

Word 2013 - Opening a 97 - 2003 Document

Posted: 08 Dec 2014 01:20 AM PST

I have recently updated from Office 2003 to Office 365. On two of the three family computers the installation went smoothly and everything works as you'd expect, but on the third when I try to open a previously saved .doc document from the file location all I get is an option to save the document as a "Word 2007 Macro-enabled  Document (*.docm)"  .  In addition if I take the long route and Right Click to bring up the menu list and try and open that way the usual top four options of Open, Edit New & Print are missing as well. The first option is Save As followed by the usual list below.

HOWEVER: If I go into Word, then open the document through the 'Open Other Documents' option it opens normally.

So far I have

Copied one of the word documents to one of the other PC's and it opens without problems, so I know it's a setting issue on the effected PC.

Changed the default program to something else, them gone back and changed it to Word.  Same old problem.

I've gone into Program Defaults and checked the necessary tick boxes are ticked. They are.

All three PC's in the house run Windows 8.1, all have the same basic set up and when I installed 365 all appeared to be the same.

Somewhere there is a option that has been ticked or not. Any suggestions where to look or options to solve this problem.

Nick

HIGHLIGHTING A PARTICULAR CHARACTER!

Posted: 08 Dec 2014 01:10 AM PST

Hello -

I have a word document open and want to , for example highlight all the 'A's green and B's Blue. There are over 200 individual characters.

Is their a shortcut, or more efficient method of doing this?

Thanks

DIno.K

Form letter with date-dependent variables?

Posted: 07 Dec 2014 07:52 PM PST

I'm quite new to Microsoft Office, so please bear with me if I don't explain it well and/or use some inexplicable terms.

I have a form letter of sorts in which I would like certain part of the content to change daily, as in:

Send a postcard to [VARIABLE1], a letter to [VARIABLE2], a text message to [VARIABLE3], and an email to [VARIABLE4].

[VARIABLE1] is a list of about 200 names. [VARIABLE2] contains about eight phrases (about 100 characters each, if that matters); it would also change daily but, of course, it would cycle through much more quickly. 3 and 4 would have one for each day of the year.

What is the best way to accomplish what I'm looking for? I get the impression that I can store the variables and the date I'd like to associate with them in an Excel workbook with 5 columns, but I don't know anything about the syntax I'd need to use in the Word fields.

Thanks.

Corrupted document: "the name in the end tag of the element must match the element type in the start tag"

Posted: 07 Dec 2014 07:18 PM PST

Hi,

I was working on a report, when suddenly Word decided to crash. When I tried to open the file called "verslag.docx", Word gave the following message:

The name in the end tag of the element must match the element type in the start tag. Error in line 2 and column 8697918. Can someone help me and fix my file? I'm new here, so I don't know how this site works, but thanks in advance!

Robin

Missing Scroll Bar in MS Office Word 2010

Posted: 07 Dec 2014 05:58 PM PST

My Word 2010 program was "broken" in that the top and bottom default margins for document page were missing.  An outside company "fixed" this problem, but now when I open Word 2010, there is no scroll bar!  Is there a way to restore the scroll bar?  The scroll bars in the other MS Office 2010 programs are fine.  Only the one in Word is missing.  I tried to go into Programs to Repair it, and even uninstalled the whole program and re-installed it, but to no avail.

Word for IPad question

Posted: 07 Dec 2014 03:19 PM PST

When I look at the sample documents in Word, the titles are in English but the sample txt is in Latin. Is there a way to change the text to English?

??? Office 2003 SP3 on Office 2007 -- WHY ??? - Microsoft Office forums

??? Office 2003 SP3 on Office 2007 -- WHY ??? - Microsoft Office forums


??? Office 2003 SP3 on Office 2007 -- WHY ???

Posted: 14 Jan 2008 06:44 PM PST

Yes, that's it!!

I can handle it from here.

Thank you, thank you, thank you!!

--
Tom Baxter



"neo [mvp outlook]" <microsoft.com> wrote in message
news:phx.gbl... 


Want confirmation that my Microsoft Office Online adctivated

Posted: 14 Jan 2008 03:55 PM PST

To activate or to check if its activated,
open word,
clcik office button (ALT +F) >
word options >
resources >
Activate.

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

Missing MAINSP3 from Office 2003 after HD transfer

Posted: 14 Jan 2008 09:16 AM PST

http://support.microsoft.com/kb/928218/en-us
Also ensure you, with key, you dont mistake O /0, B/8 etc

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


Office 2007 Configuration wizard runs every time I start any Application (word, excel, etc)

Posted: 14 Jan 2008 03:53 AM PST


Yeah !!!
I did it !!!

here's th solution :
I used a tool "Security Explorer"
downloadable from www.scriptlogic.com
(free with 30 days evaluation)

and that tool allowed me to edit permission on
HKEY_CLASSES_ROOT\.pip

Firstly I deleted the entry (with "Security Explorer"), then
launched excel and it automatically recreated a HKEY_CLASSES_ROOT\.pi
in the registry (with usual anoying "gathering blablabla windows)

then I changed the permission with "Security Explorer"

as you can see in the following image:

http://img213.imageshack.us/img213/8940/officedn2.jpg

adding my user (Alby), administrators, and also Everyone with ful
control on this folder (I also changed msiserver rights to ful
control)

I then launched excel...
and Magically NO MORE boring "gathering blablabla" windows.

I sincerely hope that it will work for you all!!!!

cheers Pano

--
pano
-----------------------------------------------------------------------
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View this thread: http://forums.techarena.in/showthread.php?t=89235

http://forums.techarena.i

Problem trying to install Office 2007 with Vista

Posted: 13 Jan 2008 03:07 PM PST

Office Enterprise is only available as an Enterprise license with a single copy of the CD/DVD available to employees under a Home Use License.

Tell us how you acquired this copy and perhaps someone can help. Is this part of a Volume License Pack? Partner Pack? What?


--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
reading.

After furious head scratching, macaco asked:

| I have just bought a laptop that operates with Vista (Business) and I
| wanted to install Office 2007 (Enterprise), but I do not seem to be
| able to to it. As soon as the setup starts, the following message
| pops up:
| Seup cannot continue because a required file is either corrupted or
| not available. Run Setup again from the original source disc or
| download location.
|
| And that is as far as I get. I find it is very odd because it is an
| original copy and I have already installed it in another computer
| (its OS being Windows XP, though). So the disk does not seem to be
| the problem. There was a trial version of Office and I uninstalled it
| just in case there was an "interference" or something but the message
| keeps poping up. Apparently, according to a question called "trouble
| with installing Office 2007" I am not the only one with this problem.
| What is the file missing? Where can I get it?
| What do I do now?
| Thank you.

using office outlook 2003 wants to instal 2000sr-1

Posted: 13 Jan 2008 01:33 PM PST

The path you quote is the default installation path for Excel 2000
The default path for Excel 2003 is
Program files/Microsoft Office/Office11/
So it would appear you dont have MS Office 2003 installed, other than OL,
but rather have Office 2000 without OL 2k

You need the office 2000 cd's to repair the installation

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


Enterprise 2007 install failed

Posted: 13 Jan 2008 09:07 AM PST

Understand your concern. I purchased through the HUP and received a CD in
the mail, packaged in a standard DVD case with all the proper Microsoft
markings. The Microsoft authenticity label intact and the software Key on
the back of the case. The CD has the fancy holographic design as well so I'm
sure it's legitimate.

Here's the unfortunate part: empoyees who are eligible for this program can
only purchase one (1) copy of the software and purchases are tracked by
Microsoft using the employee's email address (understandable for the price)
but purchasers do not get any technical support (due to the cost break) and a
no return/refund policy. This means if you get a defective product you're
out of luck unless you want to pay the $50 per phone call to Microsoft
support.

I'd be happy to send this back for a new one if I could. I just want a
usable product I paid for.

Thanks,
Todd

"Milly Staples [MVP - Outlook]" wrote:
 

How do I add my logo to webpage header instead of their picture?

Posted: 13 Jan 2008 05:10 AM PST

The MS Office Live folks have a separate discussion group for that service that may be helpful: http://officecommunitylive.com

=============
<<"putergoddess" <microsoft.com> wrote in message
news:com...
It is Microsoft Office related. I am working in Microsoft Office Live. >>
--

Bob Buckland ?:-)
MS Office System Products MVP

*Courtesy is not expensive and can pay big dividends*


Application does not match

Posted: 12 Jan 2008 08:49 AM PST

Thanks, That solve the problem.

Amnon
"garfield-n-odie [MVP]" <microsoft.com> wrote in
message news:%phx.gbl... 


Outlook 2007 has a problem and needs to close.

Posted: 11 Jan 2008 04:26 PM PST



"Srikanth" wrote:
 

It works; thanks!!!!!!!!! 

Adding OneNote 2007 to Office Pro 2007

Posted: 11 Jan 2008 04:25 PM PST

Thanks a million!

"Srikanth" wrote:

snip 
snip

This did the trick. It found remnants of a beta version of the "save as pdf"
addin - so now I'm back in business!

Thanks

TimY

Computer virus - lost product key for original Office XP Standard

Posted: 11 Jan 2008 03:54 PM PST

Theres nothing wrong with custom built PC's, but if the end user loses
doentation....?
And if you had bought an OEM with software its likely they would'nt have
been able to supply you with a key either, if you had lost it
If its a retail copy of Office contact MS
http://support.microsoft.com/default.aspx?scid=kb;en-us;326246
If however its an OEM copy, you are up the prevebial creek

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


Want to see same Text Field data from Task to Resource view Microsoft Project

Want to see same Text Field data from Task to Resource view Microsoft Project


Want to see same Text Field data from Task to Resource view

Posted: 01 Dec 2005 08:57 AM PST

Hi Big_Bad_Yellow_Eskimo

See FAQ 37 "Custom Fields in Tables" for information and a sample macro that
would populate data from Task custom fields to assignment custom fields.

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

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


Saving a Gantt Chart View

Posted: 01 Dec 2005 08:55 AM PST

Cindy,

Use Excel instead of Word.

Gérard Ducouret

"Cindy E" <Cindy microsoft.com> a écrit dans le message de
news:com... 
columns 
or 
over 


Link Resource List to Template

Posted: 01 Dec 2005 08:36 AM PST

Sorry for the lack of info - I'm using MS Project 2003 and the resource list
was created in Project.

Thank you, Karen

"Catfish Hunter" wrote:
 

Project file becomes read-only

Posted: 01 Dec 2005 08:22 AM PST

Christopher,
Are you sure that anybody else (on the network) didn't open the project file
in read-write mode just before you?
Gérard Ducouret

"Christopher Campbell" <com> a écrit dans le message de
news:phx.gbl... 
that 

correlate 


4x10 calendar problem

Posted: 01 Dec 2005 07:10 AM PST

Hadi,
Do you always set the units *before* clicking the OK button, or do you
(sometime) correct the default 100% unit to another value after?
Gérard Ducouret
..

"Hadi" <microsoft.com> a écrit dans le message de
news:com... 
my 
days. 
to 
lunch. 
out 
example, 
start 
my 
resrouces 
thoughts 


Automatic update of resource availability

Posted: 30 Nov 2005 12:56 PM PST

You are very welcome Peter and thanks for the feedback. There are a number
of places in Project that can be somewhat "tricky" in what gets changed, but
as you said, whadda ya gonna do?

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


Calendar Question

Posted: 30 Nov 2005 12:18 PM PST

You're welcome Karen and thanks for the feedback.
Julie
"Karen" <microsoft.com> wrote in message
news:com... 


Display Nonworking Time on Gantt

Posted: 30 Nov 2005 11:56 AM PST

You're welcome, Barry.

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"Barry" <microsoft.com> schreef in bericht
news:com... 
task. 
tasks. 


Project 2003 Critical Path

Posted: 30 Nov 2005 10:15 AM PST

Hi Caroline you need to leave out the spaces in the address and convert the
"at" to @ and "dots" to .
If you "dare" post your email address here, I'll send an email to you and
you can just reply. I would post mine but I prefer not to be spammed
unmercifully.



"Racman5487" <microsoft.com> wrote in message
news:com... 


Consistent Folder Sizes in Microsoft Explorer

Posted: 30 Nov 2005 06:22 AM PST

OK Jan, Thanks for that. Sorry to have got it wrong, I'm just finding my way
around this excellent facility.
Best regards,
Brymor.

"Jan De Messemaeker" wrote:
 

Closing Project

Posted: 29 Nov 2005 06:28 PM PST

You're welcome, Rocco

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"roccogrand" <microsoft.com> schreef in bericht
news:com... 
plan 
to 
created 
Project1.mpp 
darn 


Calculation Issues - Assigning Multiple users to the same task

Posted: 29 Nov 2005 05:10 PM PST

Thanks for the reply it surely helps. This seems very manual, is there no
automated way of doing this?
Thanks


"Jan De Messemaeker" wrote:
 

Microsoft CRM - Using Sales for Outlook from home

Microsoft CRM - Using Sales for Outlook from home


Using Sales for Outlook from home

Posted: 14 Jul 2005 02:24 AM PDT

you an work offline , away from the office network.

But can you be online, i mean, you can access your webmail that i.e.
exchange emails from home, throught the web, can that be done with Sales for
Outlook.

Thx.

Sumit.

"Support www.MSCRM-ADDONS.COM" wrote:
 

MSCRM 3.0 WebForm UI changes

Posted: 13 Jul 2005 03:41 PM PDT

We did not change the ASPX pages as such. We wrote an HTTPModule that hooked
into web responses from CRM. The module would inject additional javascripts
into CRM pages. We use this function primarly to have role based
enabling/disabling of fields in CRM. We also customized the Find dialogs for
Accounts and Contacts to have additional search criteria. We have not changed
the CRM database. All our external data are stored in seperate databases.

"LeVar Bery" wrote:
 

Importing Opportunities

Posted: 13 Jul 2005 01:28 PM PDT

Hi Carroll,

You could buy scribe as peter advices, but there's also a tool delivered
with mscrm. This tool is the Data Migration Tool. It's on one of the cd's of
CRM. There's a pdf with that program which will guide you through the
migration process.

Hope this helps,
Ronald Lemmen
Avanade Netherlands


"Peter Bertell" wrote:
 

Modifying History

Posted: 13 Jul 2005 12:37 PM PDT

You can customize the associated view of activities using a well-publicized
hack. Just like other views, CRM does have an interface for changing the
columns on activity views. You just need to open a browser and go to the
right URL. There are many other undoented views that you can play with as
well. Here are some of them:
Go to the following URL where 'crm' equals the name of your crm server, then
insert the GUID for the view, as shown in this example
http://crm/tools/viewEditor/viewManager.aspx?id=00000000-0000-0000-00AA-000010001899

you can also try these GUIDs to customize other views:

00000000-0000-0000-00AA-000010001899 My Activities
00000000-0000-0000-00AA-000010001900 Open Activities
00000000-0000-0000-00AA-000010001901 Closed Activities
00000000-0000-0000-00AA-000010001902 All Activities
00000000-0000-0000-00AA-000010001903 Activities Associated View
00000000-0000-0000-00AA-000010001911 Homepage
00000000-0000-0000-00AA-000010001951 Sales Process Activities Subgrid
00000000-0000-0000-00AA-000000666100 Activities Advanced Find View
00000000-0000-0000-00AA-000010002000 Associated View: Notes
00000000-0000-0000-00AA-000010001203 Associated View Opportunities
00000000-0000-0000-00AA-000010001204 Articles
00000000-0000-0000-00AA-000010001205 Associated View: Teams
00000000-0000-0000-00AA-000010001206 Associated View: Competitors
00000000-0000-0000-00AA-000010001207 Associated View: Business Units
00000000-0000-0000-00AA-000010001208 Associated View: Roles
00000000-0000-0000-00AA-000010001209 Articles - Manage KB Search
00000000-0000-0000-00AA-000010001210 Associated View: Contacts
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Andy P" wrote:
 

Act! to CRM

Posted: 13 Jul 2005 09:13 AM PDT

Consider this approach: You've already gone from ACT to Access, so now you
can upsize the Access db to SQL. There's a tool on one of Access' menus that
lets you do this and maintain the relationships between tables. Once you have
it in SQL, use the Data Migration Framework and/or SQL DTS packages to get
your data into CRM. The difficult part will be ACT's notes and history items.
It should be able to be done, but you may have to try several different
approaches to get them in to the right contact/lead/account. Good luck.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Michael Truffa" wrote:
 

Shrink account entitys

Posted: 13 Jul 2005 08:51 AM PDT

Thanks Ronald, do you know of any other workarounds to avoid having to do
this? Is this going to cause problems when upgrading to later versions of
CRM?

And i take it that tion will have to be disabled whilst this is
changed.

I am just trying to find out any problems we could encounter doing this, we
already have a half built custom app ready to house the new entities but are
just after a short term fix until this is fully functional.

Simon
"Ronald Lemmen" <RonaldL@-REMOVETHIS-avanade.com> wrote in message
news:com... 


Sales for Outlook will not display

Posted: 13 Jul 2005 07:56 AM PDT

Find your CRM Sales For Outlook CD, place it on the table in front of you,
scream at it repeatedly at the top of your lungs, then throw it out the
window and under a passing truck. This will do nothing to help you with SFO's
stability, but it is at least effective as most other troubleshooting methods
for this add-in, and may help you to burn off some frustration. ;)

--
Matt Wittemann
http://icu-mscrm.blogspot.com


"TerrorByte" wrote:
 

Reporting on Assigned records

Posted: 13 Jul 2005 05:31 AM PDT

hmmm.....well if I create the case and then assign to someone else then i am
still listed as the creater and the new owner is the owner

so you could create a report that shows cases where the owner was different
from the original creator. of course it the case is assign to person one
then person two you will have no way of reporting that it was assigned to
person 1.



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


"Peter Lynch" <com.SPAMFREE> wrote in message
news:phx.gbl... 
on - 
90% 
the 
this... 


CRM Integration With GP 8.0

Posted: 13 Jul 2005 02:55 AM PDT

Hi Debarghya,

I've tried your suggestion and it really works. Thanks for your help.

Thanx,
Willy

"Debarghya" wrote:
 


Date/Time Displayed as 07/tt/jjjj

Posted: 13 Jul 2005 02:11 AM PDT

Now it's working

Didn't find that option. Thanks for giving me some glasses.

"Support www.MSCRM-ADDONS.COM" wrote:
 

Add more existing contacts to an account

Posted: 13 Jul 2005 01:59 AM PDT

ISV products provide the capability right now of linking contacts to
multiple accounts (and other many to many relationships) eg Powertrak Core
from www.axonom.com

Or you can wait for next version, as Ronald says


"Peter Klapwijk" <microsoft.com> wrote in message
news:com... 


Manage Cases in CRM System

Posted: 12 Jul 2005 07:13 PM PDT

the subject field is a powerful feature as it forces you to use a subject
taxonomy to categorize your cases. This means you could report on number of
cases per subject.

Imagine if you were running Microsofts KB

your taxonomy would be a list of products then perhaps issues like
installation, configuration etc. By using subjects you can group all your
cases together thereby making it possible to see patterns in the cases such
as a new product that you have launched that seems to be getting lots of
support calls.

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


"Zaqry Omar" <microsoft.com> wrote in message
news:com... 
about 
for 
field 

have 
can 
your 
progress 
form 
the 
you 
the 
explaination. 


CRM cusomization

Posted: 12 Jul 2005 06:32 PM PDT

On Tue, 12 Jul 2005 18:32:03 -0700, "Nathan Warner"
<microsoft.com> wrote:
 

I've encountered this and it turned out to be one or more of the new
schema fields failing to publish due to a timeout. What I could not
find reported anywhere was which field failed all CRM would tell us in
the event viewer was all the fields that it attempted to publish we
had to go through them manually checking them and then repeat the
definition of the missing fields on the target machine.

Microsoft CRM Sales for Outlook install error

Posted: 12 Jul 2005 03:54 PM PDT

Hi Graeme,



I've experienced some strange behaviours with the Sales For Outlook client
related to multiple credentials on Windows XP clients. I could log on using
the browser client, but not when using the SFO-client. I found out it had to
do with multiple credentials stored on the client.



Try to check your user credentials. There might be stored multiple
credentials on the user in question.

Control Panel -> User Accounts -> Advanced -> Manage Passwords (remove
credential duplets, if any, and try to install again)



Remember: you can only have SFO installed for one user per machine.



Kind regards,

Henning B. Jespersen

(WM-data, Denmark)





"Curt Spanburgh" <microsoft.com> wrote in message
news:com... 


Print View Customization

Posted: 12 Jul 2005 02:37 PM PDT

Another possibility is to use our WordMailMerge for MS CRM 1.2 Add-On.
It allows you to generate Word-Doents with Data out of MS CRM.
So you can generate quotes or also single letter with the contact,account,
opportunity,.. data.

And because the generated letters are Word-Doents you are able to easily
change the
result. After that you are able to save it back into the MS CRM as
letteractivity, with the
Word-Doent attached as note.

If you are interested you will find at www.mscrm-addons.com detailed
information and
a trial-version as download.
You also can contact com for more information.


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






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


Domain Trusts and the SFO Client

Posted: 12 Jul 2005 12:11 PM PDT

Right, thanks Peter, and thanks Shawn.

as an example... Suppose I have an office in Canada with an AD domain and
the CRM installed into it. Most users access the CRM from inside the
Canadian domain, so life is simple. But if we open a new office in the UK,
with it's own domain (not part of the Canadian forest at all) and we would
like to let the UK users access our CRM using SFO, what level of Domain
trust would be required between Canada and the UK? It would be a one-way at
a minimum (the UK domain would have to trust the Canadian domain), but just
wondering if a 2-way is required (hoping not).

Thanks again gents.

Dave


"Peter Lynch" <com.SPAMFREE> wrote in message
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CRM Issues - Cannot access CRM at all

Posted: 12 Jul 2005 06:21 AM PDT

Hi Curt,

Thanks for your reply - I have 2 GC's and have run netdiag - no tests
failed. I'm not having AD issues on any of my other servers...? Any further
suggestions woud be appreciated.

Tx.

"Curt Spanburgh" wrote:
 

Too many records Synched (outside buisness unit)

Posted: 11 Jul 2005 01:40 PM PDT

We have installed the hotfixes for the SFO client as well as the patches for
the server.

The issue is not that we are synching other peoples base records. I am only
getting about 700 accounts and 1000 records for each user. Exactly what they
should see. However , tables like CustomerAddressBase contains the
addresses for every entity in the system. So when we synch it has to deal
with 250k records in that table. Big time slow up on the system.

Still need help... anyone have any ideas?

Josh

"Henning B. Jespersen" wrote:
 

Prob with sales for outlook

Posted: 11 Jul 2005 05:50 AM PDT

Hi,
first thanks for the addin, it worked out, i get the abr and the connexion
in the folders. but the quick creqte buttons still don't work. I tried to
clear the cache, bit i didn't find a way to get to the sheet that gives me
the link to reinstall the button properly.
And i realised that the whole toolbar installed by sfo, isn't working at all
not only the promote button.
i've spent hours reading with my poor english the KB but i didn't find the
862523


--
Chaoul

fr
"Henning B. Jespersen" <com> a écrit dans le message de news:
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