How do I track emails ONLY using tokens in CRM 4.0?
The pattern matching or "intelligent" matching of email content is
misapplying inbound emails to non-related cases. I want to turn this feature
OFF ASAP and return to ONLY tracking through tokens in the subject line. I
can turn OFF tokens but not the smart matching. A configuration option would
have been nice.
I think you turn on the tokens, and then your users have to use the option
to only track "E-mail messages in response to CRM e-mail" - that's how you
prevent CRM from using 'smart' matching.
"Forrest_Adam" <ForrestAd...CRM Field Names
Is there a list on field names that CRM creates in the database in order to
use them for setting up workflow?
...To Open Pocket PC Excel file using Excel 2000
I have copied an Excel file created using Pocket PC Excel
program in my PDA (.pxl) to my notebook. BUT i cannot
open the file using my Excel 2000 s/w in my notebook.
...Problem adding input to cell
I've had Excel files for several years and never had this problem - what
did I do??? All of a sudden when I try to click in a cell it won't let
me do anything - add or change and data . The only place I'm able to
change or add data is in text boxes that are already there.
PghPatti's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=24706
View this thread: http://www.excelforum.com/showthread.php?threadid=382734
Do you get a popup message back?
Does it say you...CRM 3.0 and CRM 4.0
We were implementing MSCRM for a very protential CRM customer (Education).
Even they haven't signed the contract but we already started developing on
the CRM 3.0, 3 weeks ago.
A lot of customisation + .NET developing required on the version 3 but now
we knew that we're reinventing the wheels as some of them will be already
built in the V4 which one will be realease very soon (Q1-2008?)
If we place order to MS now, we will receive the V4 earlier than Q1-2008,
but it is V4, not V3
So now we decided moving the developing on V4 directly because no guarantee
what we wer...Summary of Data from a Range
I have a range of data, which is a weekly sports picking competition at work.
Basically on the left it has the event, and along the top it has my work
The sports picks are in the range and are in the form of validation lists.
What i would like to do is create an automated summary of who picked what at
the close of each week, which i can email out to the guys in the competiton -
i.e: Event 1: New York Mets: persons a, b, c, d and l , Cleveland: e, f, g,
h, i, j and m
I have 8 events per week, with a number of options per event, thus it is not
easy or quick to just ma...Excel 1900 Date Problem
I'm modifying an existing spreadsheet. When I modify an input cell t
change the date, the date in the cell appears incorrect. Example:
enter 1/14/2001 and the cell reads 1/0/1900. However, in the task ba
the correct date appears.
Any clues as to why this happens
Message posted from http://www.ExcelForum.com
Sounds to me that youe are pressing "=" before you put in the date.
This "tells" Excel 1 divided by 14 divided by 2001 which Excel returns
You then format as a date to get 1/0/1900.
Don't press the "=&q...Organizational Settings in CRM 3.0
Is it possible to hide viewing of Organizational Settings from non System
...How do I plot data in Excel that is captured on separate sheets; .
Data is saved in Excel worksheets by date. I need to plot various data from
each of the separate sheets on a summary sheet. That is, the summary sheet
plots data across multiple worksheets. For example, Avg1 is on Sheet1, Avg2
on Sheet2, ... Then, on the summary sheet, I would like to plot the Avg1,
Avg2, ... sequence. I have not found a simple way to do this.
I need to rank a column containing concatonated names and addresses. Ranking
only handles numeric values, is there any way to give text a numeric value?
It would have helped to see some test data but let's start from here.
With your data in column A starting in A2 enter this in b2 and drag down
When competing hypotheses are otherwise equal, adopt the hypothesis that
introduces the fewest assumptions while still sufficiently answering the
> I need to rank a colum...CRM and MapPoint
I have a client that has MapPoint 2004. They would like to have the ability
to map all of their current clients in certain areas, also with the ability
to make indication of future growth in these same areas. Currently, they can
only map one facility at a time. They would like to be able to map all of
their existing and future facilities for a spcific service area on one map.
Does anyone know of a solution for accomplishing this?
Not a mappoint expert by any means but I think there are 2 choices:
1. Export data from CRM (can probably just use the excel export option)...Batch Update problems...
A few weeks ago someone helped me with a batch update to change document
properties (Word 2003). I got a macro to change the "Title" and it worked
like a champ. I modified it to change the "Author" and it too worked like a
champ. I recently modified it to change the "Subject" and it goes through
the whole "Wend" but nothing got changed. See code below. Any ideas? this
is driving me crazy! TIA!
======Author code that works======
Dim strFileName As String
Dim strPath As String
Dim oDoc ...Size of excel work book is not full screen
The excel work I have been sent is not full screen (about 3/4 size). Clicking
on blue header does not make it full screen. It is not possble to stretch the
Maybe the workbook is protected with the windows option checked.
Tools|Protection|unprotect workbook (if that option is available)
You may need a password.
> The excel work I have been sent is not full screen (about 3/4 size). Clicking
> on blue header does not make it full screen. It is not possble to stretch the
> window either.
...Cannot access CRM homepage on another machine
I have installed CRM 1.2 on a Windows Server 2003 SP1 machine. I can
work with CRM on this machine using http://localhost. But when I try to
access the homepage on another computer by typing http://CRMserver or
http://IP address of CRM server I cannot access it.
Can anyone please tell what do I have to configure to access the
homepage on another machine?
Thanks and Regards,
...Repost: Bringing Sharepoint list data back online
I've got an Access 2007 app that is using Sharepoint (MOSS 2007) lists as my
Some of my users are experiencing extreme latency issues, so I'm testing
allowing them to take the data offline, and then resynch later. Taking it
offline via a popup menu works great, and really speeds up the application.
to take the data offline.
I'm still testing bringing the data back on line, making sure the
one-to-many and many-to-many relationships that are built while offline
make it back into the lists appropriately, a...Excel spreadsheets as a saleable product?
I've developed some financial planning spreadsheets in Excel that I believe
could be a saleable product. I'm looking for resourses to learn how to
address issues like:
1. Is it possible to "register" spredsheets to a computer to prevent people
from giving away copies?
2. What's the best way to determine the minimum Excel release level required
to run my spreadsheets?
3. I have attempted to show others my spreadsheet on their computer and
recieved errors in the spreadsheet that I did not see on my computer (even at
the same Excel release level). I can't imagine...Reset CRM
How can I reset CRM database?
I create contacts, acounts, invoices, etc., and i want
You cannot reset the database. You could restore the database if you took a
backup before you started adding data. You can also go into the system and
start deleting records. Can I ask why you need to do this? Have you been
experimenting with CRM and now want to go to a live server?
Microsoft CRM MVP
"Ricardo" <firstname.lastname@example.org> wrote in mes...Vista CRM 3.0 Desktop client
Can someone tell me where I can find the CRM 3.0 Desktop client which works
with Vista & Office 2007?
You can download it using the following link.
"circulent" <email@example.com> wrote in message
> Can someone tell me where I can find the CRM 3.0 Desktop client which
> with Vista & Office 2007?
...3-rd tools to Recovery edb files
Do you know any good tools to restore single mail or single mailbox from
offline backup Exchange database files (edb or stm files).
"Luk" <firstname.lastname@example.org> wrote in message
> Do you know any good tools to restore single mail or single mailbox from
> offline backup Exchange database files (edb or stm files).
try http://www.ontrack.co.uk/powercontrols/ - they've been around for a
few years now and seem to have a...Merge & mail-Problem Inserting full address?
I'm going crazy with this problem. I'm wanting to print addresses
directing on my customer mailing, using no labels. I've successfully added
my data source file but when I go to add the Address Block or Address Fields
I can't get past having only one Field show. (like First Name) Where it says
"Point to field that you want to insert. When the drop down arrows appears,
click the arrow, & then Click Insert Text or Insert as Picture". Well I'm
not able to find any other of my address fields 'drop down' to add. Even in
the Insert Addre...How works conflictresolution with the offline outlookclient and ms crm?
Does somebody know how the conflictresolution works if one ore more
offlineclients synchronise to the server. How does it work if diffrent
offlineclientds did some changes on the same field?
Does someone know a good description about this problem?
Consider a situation where a field has been changed.
1. Two offline clients making a change
2. One offline and the second online client making a change
when the client goes online the data present in the client is synchronised
and saved irrespective of the time when the last changes were made to the
"Hope...Screen Doesn't Show Colored Text or Cells
I can change the color of text in a cell but when I hit enter to
change cells it changes the text on the screen back to black.
However, If i Print the document it prints in color and shows in color
in print preview.
If I try to shade a cell with a background color it still shows white
on the screen, again if I print the document or look at it in print
preview the color is there.
If the high contrast setting is turned on you won't see the fill colour.
There's information in the following MSKB article:
OFF: Changes to Fill Colour and Fill Pattern Are Not Displayed
...problems with restoring back up
I had Money 2003 home & business on my desktop (XP). I now have a new laptop
(vista). I have downloaded the trial of the 2008 Home & business money
version. I copied the backup file (.mny) through network connection from the
deskto to the laptop. Everythime I open the new Money and go to restore
backup it asks me for my old password, it comes up with some windows, saying
that it is converting files and then it opens the home Money screen, but none
of my old info is there, no accounts, no bills. I have run the new Moeny as
an administrator and then restarted and I have opened the...Can not edit excel webpage
I have several on our intranet excel files that I have
saved as web pages. Some of our users are able to edit
these pages but when they go to file, they don't always
have the "Edit with Microsoft Excel" option. Some times
if you go in & back out of the worksheet (html) file, you
will get that option. What do I need to do to have that
option show up every time?
...? on creating PDF files
To print reports as a PDF file, are the only requirements that a PDF writer
is installed on the local machine? Will GP automatically detect this and
give you the option to print a PDF file once it is installed? I can't seem
to get this to work with Adobe Acrobat 6.0.
It will work as long as the Adobe PDF printer is the default printer,
otherwise, you will have to manually change the Printer Setup in GP BEFORE
printing any report to PDF. Once changed, all reports will go to Acrobat PDF
by default while you are logged into GP.
Mariano Gomez, MI...