Do not want to synchronize CRM Contacts to Outlook Contacts
We do not want to synchronize CRM Contacts to Outlook when we go offline in
the SFO client. We DO want to synchronize CRM Appointments so the Fast Sync
is not an option. All the contacts were entered by the same user who has
shared the contacts with everyone in the business unit. Is there any way to
prevent synchronization of contacts to Outlook?
you can only control what gets synched by using crm security roles.
Basically if your users can see contacts in the crm web interface they will
get synced to outlook.
Microsoft CRM MVP
http://www.microsoft.com/...Accounts not updating in Money Plus
I can update the direct accounts through the banks, but the ones that=20
require signing into MSN don't update half the time. I have to jump =
This used to happen once in a while and now it is happening all the =
Looks like I may not be able to wait for Quicken 2010.=20
Same here. Tried clearing the cache and temporary internet files, repaired
file and then went to backup but still no downloads.
"SteveC" <email@example.com> wrote in message
I can update the direct accounts th...hide activities
I'd like to hide the service appointment and campaign response activities
options when I want to create a new activity.
I was change the dlg_create.aspx file and comment the render list item. I
don't like the idea to manipulate this file, and I want to know if is
possible to hide this options in other way.
yes you can hid
see your id's
document.all.navContacts.style.display = "none";
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. firstname.lastname@example.org
"...Comments: their positioning when activated
Is there a way to "set" a comments position when it is
activated (that is, when "it's" cell position is clicked,
or hovered over with the mouse).
It is possible to specify the way a comment is positioned
by editing and then dragging it to the desired position
but it only "sticks" when selecting show comment rather
than it's "normal" behaviour.
AFAIK, no one has discovered a way to change the default popup position
of the comment.
Ian Jones wrote:
> Is there a way to "set" a comments position when it is
> activ...Margin Account
I am looking for an excel spreadsheet that would help me caclualte the margin
call amount in an account. For example, if a client invests $10,000 and the
assets have a loan value of 50%, he has a margin of $5,000. Now if he invests
this $5,000.00 into assets that have a loan value of 25%, he has an
additional margin of $1,250.00. And if he invests this available margin of
$1,250 into assets that have a loan value of 50%, he has addition 625 margin
available and so an. So I was wondering a spreadsheet would be available to
help me caclulate how much margin would be available if the exces...very basic accounting question regarding great plains modules
I will preface this by saying I'm the IT guy here, not the accounting
guy, so I may get some details wrong.
Our accounting dept uses microsoft dynamics/gp and is trying to
reconcile payments made to health insurance to the general ledger.
The payments are all made individually in payroll but need to be
totalled to reconcile against the lump sum paid to the insurance
company. The person in charge out there says that 'the modules won't
talk to eachother', I am assuming this is the AP module and the
Payroll module, but I could be wrong. Is this true? The modules
won't talk...Loan to Cash accounting
Is there any ways to book loan proceeds other than income? For example I
take a loan to purchase a car and some misc items. So I create the loan
account with the repayment terms etc. Then the bank gives me the cash. The
cash is then used to purchase the assets. To be able to reflect the
purchases, I have to post cash received from the bank as income. In
QuickBooks or Quicken an accounting entry would have created by transferring
from the loan account to the cash account and the individual purchases
recorded accordingly. However, when you use money and set up the loan, no ...Update Orginating Lead on an Account
Is there any way to update the Originating Lead on Account after the Account
has been created, programatically or otherwise?
By using a post callout this can de realized..
"Sydne" <Sydne@discussions.microsoft.com> wrote in message
> Is there any way to update the Originating Lead on Account after the
> has been created, programatically or otherwise?
> Sydne Strong
...Outlook Connector on free Hotmail account
I use outloook 2007 on vista ultimate sp1. I would like to be able to use
outlook to send and receive all of my hotmail emails. I tried the outlook
connector but it never actually connects to my account. if I click the
connector toolbar it shows mail, calendar, and contacts all with the same
status of "Connecting" although it never actually does. I know that the
calendar function is only available to subscribers. I called ms support and
the guy told me I would have to have a paid account to use the connector. To
my understanding, the connector is supposed to allow free accoun...Get mail from external pop3-accounts
Does anyone know if there is a freeware-version of an app to get mail form
pop3-accounts and deliever them to the correct mailbox in Exchange?
google for "pullmail
...Problem with Online Services - Citigroup Accounts Only
My Online Services for Transaction Data Download were
working properly for approximately 1 yr. July 15th was my
last successful connection and download. I now get the
following error: "There is a problem with the data
received from this online provider. If the problem
persists, contact the providers customer service for
help". I called Citigroup and they said that it is a money
problem - they were useless. I am running Money 2000 and
haven't changed a thing. Did the service end? Does the
latest 'Update Internet Info'have an error for Citigroup?
In microsoft.p...high disk queue and pages/sec activity on mailbox servers
we have 3 Exchange 2003 mailbox servers that house our mailboxes. Exch1 and
Exch2 house the majority of our mailboxes. On these two servers, I am seeing
a high instance continually of DiskQueue and Pages/sec values while not so on
Exch3. As an added note, we also have BES enterprise and Enterprise Vault
in our environment. I only mention those because they interface with the
mailboxes but my gut tells me that the problem is more related to the number
of mailboxes on Exch1 and Exch2....Anyway, I'm new to troubleshooting
Exchange so I'm looking for experienced directio...Outlook 2002
Is there a way besides a Palm pilot to transfer all
contacts, and calendar info from work to the home
computer as a daily task?
The problem is my palm pilot does not carry over certain
fields in contacts that transfer from work to home.
In Calendar, the color labeling does not transfer either.
Looking for an easy way to have both computers updated in
the same way.
...Deleting contacts from Windows Mail
yesterday I received an email from a company we do business with. It auto
added her email address. I went into contacts and deleted it. However now
when I start to type in info on another client I have with the same first
name her email address pops up first. Any other way to get rid of it?
Asked and answered about 40 minutes ago in your first post.
Imperial Beach, CA
"Kevin" <Kevin@discussions.microsoft.com> wrote in message
> yesterday I r...Setting up account on Pocket PC
Don't know if this is the right newsgroup or what, but I'm having problems
setting up my hotmail on my pocket pc. In Outlook and Outlook Express, it's
done almost automatically but on my PDA, it asks for incoming and outgoing
mail servers and whether it is POP3 or IMAP4. Does anyone know what the
settings for hotmail are in this respect? I have emailed MS but no-one's
gotten back to me.........
Any help would be greatly appreciated
Copy of post from the PPC group:
Could you think about cross posting in future, rather than multi...Copy folders from one account to a different one
Can i copy folders from one account to a different one? I don't/can't merge
anything, but I need to get some files from one account to a different one.
There are quite a few or I'd just forward them to my other account. I do have
that account forwardinng to the other one now, but these emails that I need
were sent prior to that.
Thanks for any help!
"Donna" <Donna@discussions.microsoft.com> wrote in message
> Can i copy folders from one account to a different one? I don't/can't m...Delete e-mail activity under workplace = delete activity on the contact?
Situation: If I send an e-mail to a person (Let's assume he is Mr. A) in
CRM contact, normally, we can find that e-mail activities under "Activities"
of "Workplace" or we can find related activities in Mr. A's contact (Mr. A's
Here is the issue, if I delete the Mr. A's e-mail activities under
workplace, it will also delete the e-mail activity history on his contact.
My boss was told that there is some methods to avoid this (i.e. The e-mail
activities history of Mr. A can be saved to his CRM contact locally and we
can...HELP - Organization Unit Disappeared
We had an organizational unit disappear - if I do a 'find' the users are
still 'out there somewhere and can adjust their properties, but the OU is
1) - if I recreate the OU - where are these users to get them back in?
You may want to ask this question in AD group.
> We had an organizational unit disappear - if I do a 'find' the users are
> still 'out there somewhere and can adjust their properties, but the OU is
> 1) - if I recreate the OU - where are these users to get them back in?
...CRM Task Due Time does not Activate Outlook Warning Time
If a Task is created in CRM with a Due Date and Time and then it is
synchronized with Outlook, the Outlook Task is create with the same date BUT
the Warning check box is not activated sometimes and If it does then it is
not set at the same due time
Microsoft Navision Developer / Consultant
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft We...Monitoring inbox activity
I've setup the all inbound mail to a certain account on
our exchanger server is also copied to an alternate user
on the system. A particular user on our system we wish
to monnitor is also receiving inbound email from pop3
accounts and then moving them to his personal folders
(local on his laptop).
I'm unable to run a keyboard buffer due to anti-spyware
on our machines. Is there a way to 1) get copies of all
inbound email (even from pop3 and exchange accounts) from
this user, 2) a way to get a copy of all out bound or
sent email through the server.
Any suggestions is great...How to extract just the Column Name of the active cell
Does anyone know how to extract only the Column Name of an active cell in
another cell. e.g. If active cell is D4 then I want the "D" to be extract and
displayed in another cell say A1. Let me know.
Function ColumnLetter(Col As Long)
Dim sColumn As String
On Error Resume Next
sColumn = Split(Columns(Col).Address(, False), ":")(1)
On Error GoTo 0...EMail accounts, 'forwarding' accounts and OL03: Can it be done?
Multiple email 'forwarding' accts & OL03: Can it be done?
For simplicity let's say I have an ISP POP account for personal use
and another email address for business use that forwards to where I
like - in this case my ISP POP (personal) account. I'd like to receive
and send email for both using OL03 but worth w/ each discretely as
1) The personal POP account is no biggee and pretty straightforward.
2) I can set up the 2nd (business) email account in OL03 for outgoing
email to SEND manually as well - no problem. I just don't have it
check incoming m...Can't see/accept downloaded transactions for investment accounts
This is a new problem that just started today. It may well be related
to having to jump through hoops to get a particular investment bank's
direct online services working again.
I have Money Deluxe 2008. Basically it seems that *all* of my
investment accounts that I've configured to use online services and
download position and transaction data directly into Money show
"Transactions to read: N" under the "To Review" column in the Banking-
>Account List after I do an online update (and no errors are
reported), but when I click on the "Transactions to read:...Money 2007
I keep getting this Account Update error over and over during the setup of
all accounts. I tried the suggested route of creating a new account and then
merging them with the old account that is having trouble updating. It's ANY
account I try and create. Now I have accounts setup online and they update
fine, I just can't create any new ones.
Who provides the data? Yodlee or Cashedge or is it a direct feed? I haven't
been able to update my Washington Mutual Checking Checking account for 5 days
now and WAMU ships the data through Cashedge...who points t...Saving account information in Bills Summary for Loan Payments
Is there a solution to Loan Payments in Bills Summary not storing the Account
paid from information? I spoke with Tech Support and she told me that her
copy did the same thing. I just want this fixed.
Here is Microsoft's Solution:
A Doyle wrote:
> Is there a solution to Loan Payments in Bills Summary not storing the Account
> paid from information? I spoke with Tech Support and she told me that her
> copy did the same thing. I just want this fixed.
The workaournd worked. (But not a proper solution in my mind because this