Disqualified/Inactive record search in CRM
I am keen to know if under contacts/leads/companies one can search for
inactive records. I cant seem to be able to do this.
Even if i select inactive contacts/disqualified leads and search for names
under those views CRM does not display any records when i know they are there
and i can see them in SQL.
Any adviceeee pleasee would be helpful.
...Microsoft Money Canadian Edition Deluxe
I need to be able to track investments preferebly using the Canadian
version of Microsoft money, however the only version available in
Canada seems to be the standard edition which does not support
investment tracking. Can anyone recommend an alternative?
I'm using Money 2004 Canadian Edition, it supports investment tracking - in
fact I found the standard investment features much improved over the Money
2000 verson I upgrade from. I recall being confused about this too - MS
Canada did a crappy job describing the product.
"Cambio del Arte" <email@example.com> wro...I want to updgrade Microsoft Publisher 98 to newer
I recently upgraded Windows 98 to Xp. I had made a program in publisher 98
but now I can't open it, cause XP doesn't recognize it. I just want to find
a recent version of Publisher to install, but not the whole office suite,
just the program.
Joanne <Joanne@discussions.microsoft.com> was very recently heard to
> I recently upgraded Windows 98 to Xp. I had made a program in
> publisher 98 but now I can't open it, cause XP doesn't recognize it.
> I just want to find a recent version of Publisher to install, but not
> the whole office suite, just th...Information Bridge Network for MS CRM and Office 2003
Can somebody email me whether the feature pack has been released or not. If
it is then where can i download it. I am unable to get any additional info
regarding this. Thank you in advance
Information can be found here, but the short is yes, it has been out
for a while now. Caution when installing, the new crmaddin.dll doesn't
always register correctly, causing you to have to do so manually.
Yes it has been released. Caution on the installation though; the new
version of the crmaddin.dll file do...CRM v3
A few days ago, we installed the Outlook Laptop Client and it would not Going
Offline. The application can hang for hours. We found later that MSXML was
not installed. We uninstalled the Laptop client, installed MSXML,
reinstalled the Laptop client, and the Go Offline worked.
Now, this occurs on other installed machines even after MSXML was explicitly
installed. The initial machine that worked just had the Laptop reinstalled
as a different user. Now this installation will not GoOffline. - this implies
that the issue may be User Profile or permissions. However, all the laptop
client...Project Server integration with Dynamics GP (Project Accounting)
We are a Cape Town based Dynamics GP reseller and have a prospect that
wishes to implement Dynamics GP (Project Accounting) integrated with Project
If you know of any solutions or solution providers that could meet this
requirement, please could you send me their contact details.
What in your opinion is the best (and cheapest) solution out there currently?
I searched the internet and came up with this company's website:
I know there is at least one other but can't find it.
Charles Allen, MVP
...CRM Email Router with Multiple Organizations
I am having an issue with the email router for enterprise. I have CRM and
the email router on the same machine and connected to our exchange server. I
have one organization setup properly and the emails are working fine, both
incoming and outgoing, however when I added a new deployment to the 2nd
organization and pointed it to the same incoming and outgoing as my default
organization and then I just changed the url to the new organization name, it
will load all the users but when I click on test it will either sit there and
wait forever or it will say that the url is not correct. Tha...CRM Address Book Entries in 4.0 Outlook Client are Empty
we uses CRM 3.0 and now we like to migrate to CRM 4.0. So, we installed CRM
4.0 on a seperate server in order to test the system. On one client we
deinstalled CRM 3.0 Client for MS Outlook and installed CRM 4.0 Client.
Everything works fine, but, wehen we like to compose a new e-mail, the CRM
adress book is empty. Only the "CRM-Benutzer" (I accept "CRM User" in EN
version) shows entries. The diagnose fuinkction tells me, that everything is
I searched in the web for more information. Other useres have the same
problem. But I do not found a solution.
Fo...Microsoft Money 2005 and T.D. Bank
Money 2005 appears to work but can not download data from bank. Message in
Microsoft money window: "The file you attempted to import appears to be
invalid or contains corrupt data. Please download the file again. If this
problem continues, contact your financial institiution. Done that. Banks
advice reinstall Money. Done that. New HP machine Vista OS Which way to turn?
In microsoft.public.money, Bobby Lewis wrote:
>Money 2005 appears to work but can not download data from bank. Message in
>Microsoft money window: "The file you attempted to import a...crm to great plains
I have it set in admin and settings to have the default
value of customer class id = customer. I also tried to
create a mapping for this, but it doesn't seem to work.
When I transfer a lead to an account - I then go into GP
to look at the customer card. The customer class id field
is blank and so is the salesperson id field. I have to
manually go into each card and pick these values before my
users can move on with the account. Am I doing something
wrong? I thought these fields should be automatically
...How to configure Microsoft Retail Mangement to do Credit Card Sale
I have been paying Bank of America credit card fees for the last four months,
but it doesn't work. How do I set my system up so that I can do credit card
sales on my POS. I also have an internet connection. Please give me detailed
steps as to how to confifure it. THANKS. PLEASE, PLEASE e-Mail me at
Contact your local RMS reseller. It will take them 15 minutes to set up
"Mike" <Mike@discussions.microsoft.com> wrote in message
>I have been paying Bank of America credit card fees for ...Microsoft Outlook #12
How can I import my address book from Earthlink Web Mail
to Microsoft Outlook mail program? I'm not very computer
sophiscated, please give exact steps. Thank you.
...Microsoft CRM Data Migration Pack
Does anybody know where DMF keeps mapping data? Is it possible to transfer
these data from one system to another?
All the info used by the DMF is contained within the DMF tables.
MVP - Microsoft CRM
"Valdas Zagorskas" <firstname.lastname@example.org> wrote in message
Does anybody know where DMF keeps mapping data? Is it possible to transfer
these data from one system to another?
I need to do a project plan in Excel.
What is the best way to automatically slide date values if dependant project
dates change (slide)?
"CLR" <CLR@discussions.microsoft.com> wrote in message
> Make one date dependant on the other........ie: if yu have your master
> in A1, then in B1 you could have =A1+7 and it would return a date one week
> later than that in A1.....if you put in C1 either =A1+14, or =B1+7, then
> qould return a date two weeks after that ...Using Microsoft Help: Add Text Boxes, etc.
I have MS Excel 2000 (v. 9.0.3821) and need help on working with its
map function--the MS Map in my Excel is MapInfo version 8.0. I have
never used it before. My eventual goal is to import this map into a MS
For a upcoming report, I'd like to do a few maps of the U.S., where
I'd be able to congregate neighboring states together into separate
regions and add some text annotation. I'd also like to individually
color selected states.
After receiving help from a Word group and some hair-pulling, I
managed to create a map in MS Map, put it in MS Excel, ...new vpc code
Below .net code was working for my previous crm 4.0 vpc. After it's expired
I have downloaded new vpc from partnersource, and now it is not working. Am I
CrmAuthenticationToken token = new CrmAuthenticationToken();
token.AuthenticationType = 0; // Use Active Directory
token.OrganizationName = "Contoso";
// Use the global user ID of the system user that is to be
token.CallerId = new
Guid("307AD934-455B-DE11-A51E-0003FFD0...Known Issue Data Migration Wizard for Microsoft
hoping someone can clarify the following:
"Known Issues with the Data Migration Wizard for Microsoft
Outlook with Business Contact Manager" point that sticks out in the
documentation and in my long hours of reading online namely:
"The link between activities and parent accounts and contacts is not
preserved during migration.
If you have accounts or contacts in Microsoft Outlook with Business Contact
Manager that have activities, such as tasks or appointments, associated with
them, when you migrate the data to Microsoft CRM, the activities are not
associated wit...CRM Timeout problem
I installed CRM and it works well but i have one problem that when i come to
office every day or after 1 or 2 hours and when i chech the CRM server it
stoped and when try to start it http://crmweb then it hangup for long time
and mostly i get error after shut down and restart server it works well or i
refresh is many times. i dont know what is wrong with this?
During hangup i get this error message
Server Error in '/' Application
Request timed out.
Description: An unhandled exception occurred durin...Microsoft Office won't start and wants me to buy it again.
Operating System: Mac OS X 10.4 (Tiger)
Processor: Power PC
I bought Office:mac and it has 3 installation #'s. I own two Macs and installed it on each one. Twice it wouldn't open on each Mac. Both Macs were running slow so I ran a couple of virus programs recommended by Mac users. <br><br>My iMac is running fine. My husbands Mac Cube won't let him open Office. I get the message: Microsoft Office X cannot start because Microsoft Offis is already in use. <br><br>An Office program is being used by D...... W.... Your installation exceeds...CRM Server URL
We finished the instalation of MS CRM. The web clients can access MS CRM by
The problem is that in the instalation of SFO and Exchange Router, the
http:\\server is not recognized.
The users and machines are in the same domain. The Server is a MS SBS 2003.
Did you try to use the internal IP to access the CRM server?
If you setup the https to access the CRM server, you need to use
"https://server:PORTNUMBER" to access the CRM website.
> We finished the instalation of MS CRM. The web c...Dynamic Embedded Hyperlinks?
I'm creating a spreadsheet for clients to use to go out and hit a
government website to get data. Every client has a different
Certificate Number to get their information from. I'd like to give the
client a box to input their CERT number so that I don't have to worry
about customizing everyone's sheet for them... Is there any way to do
this? I'll setup some VBA code that looks for updates of that one cell
if I have to... but I was hoping there was just some way to make the
address referenced in the link reference back to a cell in excel?
You give no example but try a formu...Microsoft Word transfer problem
Bought new computer. Have two problems with uSoft Works Word Processor:
1) How does one close a document without shutting down the Word Processor
2) How does one retain original formatting of documents written in Windows
2000? Have some documents with columns in Windows 2000; when I open them in
Word Processor they are no longer columnmated.
A different question: How does one navigate in Microsorft Communities?
Hilary White; email@example.com
Sorry, this newsgroup is for questions about Access, the database product
that's part of Office Professional.
You'd be best off re...Windows 2003: Dynamic Filename for Backup Name
I am looking to schedule a regular backup in Win 2003 using the
default backup utility.
I would like the name of the backup file to be dynamic, with a date
and time stamp.
Date is more important than time; If I can get a filename with the
date, but without a
timestamp, that is fine.
For example, today's backup should be Feb_11_2010_6PM_File_Backup,
though Feb_11_2010_File_backup will do.
Next week's today be Feb_11_2010_5_59PM_File_Backup, etc..
The specific date and timestamp format is not important to me.
I am hoping that I can specify a filename such as
&l...Microsoft Outlook problem #2
I am trying to import a contact list created in Excel to
the contacts in Microsoft Outlist. I get two error
1. Internal error 2711
2. Installer error 1603
I couldn't find a solution in the knowledge base and
telephone support would not help.
...Customer Relationship Management (CRM) Tutorial (August 2006) 08-21-06
Customer Relationship Management (CRM) Tutorial (August 2006)
CRM Basics,CRM Objectives,Types of CRM :: Operational CRM , Analytical
CRM ,Collaborative CRM, CRM Implementation ,CRM Technical
Functionalities ,Popular CRM's :: SugarCRM ,vTiger CRM , Daffodil CRM
,Future of CRM