Microsoft CRM - Customer Portal |
- Customer Portal
- Activity Attachemnt upload error
- Price List
- MSCRM TAPI?
- Snap in Failed
- StringMap duplicate values
- Contracts and invoices
- Problem logging in to CRM by a not-Admin user
- Bogus charges
- Open a quote
- CRM 1.2 Console Logon Problem
- possible to enumerate page numbers?
- Export email addresses? (somewhat urgent)
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.... |
Posted: 26 Sep 2005 12:40 AM PDT it is in an excel format "marwa" wrote: |
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 Try this; http://www.qubic.uk.com/productsservices/crm/cti4crm NB the information there is out of date and awaiting an update but if you send an email with your contact details then we'll arrange ofr someone to forward the latest version of that to you.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 |
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: |
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: |
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: |
Posted: 23 Sep 2005 09:58 AM PDT Oh well.... "Matt Parks" wrote: |
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: |
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 news:com... our on email. |
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