select Month gone awry
I have 2 identical (I think) databases functionally but different data. One
has much more fine-tuning in the report appearance. Select queries filter
records for the desired month and year. One works elegantly after telling it
the month and year number to yield records of interest for a report but the
other, with all the window dressing, asks month and year number over and over
for each record meeting the criteria.
Relationships, field formats, table structure, queries, criteria and reports
all appear to be identical but I can not find the difference that causes
multiple questions of...CRM Queues and Sales Standard....
Can I use CRM Queues with Sales Standard
You can see the complete overview off the editions here:
"Josh Behl" wrote:
> Can I use CRM Queues with Sales Standard
...Proactive Alerts in CRM
Is there a way to set up alerts or notifications if certain things are
happening in the CRM. Such as a date being overdue, a person tried to get
into a section they are not supposed to, etc. Thanks.
Client Solutions Manager
Workflows should be able to do most of the alerting about things being
overdue to either send an email or create a task
People cannot get into anything they are not supposed to. If they are
locked out of say... invoices through security, the option does not
Kyle Conquy wrote:
> Is there a way to set up alerts or notifications if ...CRM 4.0
I have upgraded to CRM 4.0 with outlook client.
Contacts and accounts are not populating in the address book, while queues
and users information are all in there.
Check your options for the address book. By default, CRM 4.0 only adds
contacts and accounts that you own to the address book. If you are not the
owner of the records they will not show up but you can change this setting.
> I have upgraded to CRM 4.0 with outlook client.
> Contacts and accounts are not populating in the address b...Is It Possible To Pass Parameters to A Pass Through Query
My assumption is that's it's not. At work I use ODBC to connect to our
oracle database with Access 2003. There are cases where using a pass through
query runs much much faster and I then use it in a make table query to make
a local table. In access you can use brackets  to have it ask for input.
May I assume there is no way to do anything like that in a pass through
Create a PassThrough query and use code to assign the SQL to this query
filtering it with a parameter, and then run it
Dim MyVariable As Integer
MyVariable = InputBox("Please select a Number&quo...CRM and Great Plains Overlap?
This post is for someone that knows both GP and CRM.
I am working a prospect that will be getting GP (from someone else) and they
have seen me demo CRM.
CRM looks real good except that they are saying GP accounting has pretty
good opportunity management built into.
We are trying to figure where and how much CRM and GP overlap for both sales
and service as compared to just integrating - product catalog comes from GP
into CRM. Orders and invoice are driven out of GP when quote is accepted in
Since we don't know GP we are trying to get a handle on it.
The prospect is wondering how m...Pass multiple selected values from list box to table
How do I pass multiple selected values from a list box to a table?
I've found code to use the values as criteria in a query but would now
like to store the values in a table (at least temporarily)
thanks in advance.
Pass selected values from a list box to a table? I don't really think you
want to do this. Can you describe more about what you are trying to
You just store raw data in a table. You don't store manipulated data in a
table. Maybe you need a query to do what you want to do...
If this information was helpful, please indi...Can you use Crystal Standard to create reports in MS CRM?
If the Standard version of Crystal 9.2.2 doesn't allow for report creation,
which version is required? Thanks for the help
"astuartmills" <firstname.lastname@example.org> wrote in message
> If the Standard version of Crystal 9.2.2 doesn't allow for report
> which version is required? Thanks for the help
Either Crystal Developer or Crystal Professional
Thank you for the follow up.
"Julian Sharp" wrote:
> "astuartmills" &l...How to pass an object from C++
We have a C# asp.net web application that is using a COM dll
We use the tlbimp to be able to use the COM dll from C# asp.net web
The method InitRules shown below is located in the COM dll.
It can be seen below the text Original.
Method InitRules below is called from C# but we want to pass an object of
type Handle_DS in addition
to all the other parameters. You can see the modified InitRules below marked
Note the object of type Handle_DS is a C++ object that is created from C#
asp.net application and pass
into the InitRules
I have also copied the whole idl fil...CRM Knowledgebase Character Limitation
It seems that there is a limitation of 200 characters for any articles that
are created via kb templates.
Is there a way that this can be increased? Many problem solving solutions I
have are much larger than 200 characters.
Thanks in advance
Ignore my message - the limitation is within the template not the actual
article - silly me! I'm now busily creating lots of useful articles.
Sorry for being a nuisance.
"Sue Bullen" wrote:
> It seems that there is a limitation of 200 characters for any artic...100% Passing Guaranteed in All I.T. Exams/Certifications at 1st Attempt Hi Friends, To pass all types of I.T Exams/Certifications with mind blowing results in 1st attempt just visit http://www.itreal
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...Outlook 2007 and CRM 06-09-06
I am beta testing Outlook and I am unable to install CRM 3 to use with it.
My two problems are
1) the .net framework (although I have 2.0 installed) the CRM installation
looks for 1.1 an won't install before I add this to my machine.
2) the installation does not recognize that a valid version of Outlook is
installed, (fair enough, some would argue that beta versions are not valid).
Anyway, does anyone know when we will be able to beta test Outlook with the
I was informed just a couple of nights ago by a MS chappie that the CRM
Outlook client won't work with Outlook ...crm appointments
hi, does anyone know if there is a way to save and complete appointments that
are synchronized with CRM directly from Outlook? Our remote users on their
handheld devices would like to be able to complete an appointment on the road
without having to go through CRM, and without having to do it from home at
the end of the day. Right now they can add their notes to the appointment in
Outlook, and the notes synch to CRM, but they can't complete the activity, so
have to double work by going back into them from their desktops. Thanks!
Unfortunately there is no way to do this through Outloo...Trying to install Microsoft CRM with OutLook on Windows 2000
When trying install MS CRM 1.2 disk 2 (Sales for Outlook), I am prevented
from completing the install as I get the message "installation failed" "you
must install SQL Desktop Server Engine separately".
When trying to install it separately the setup seems to start running then
stops after extracting files and doesn't complete. There are no error
messages and nothing in the Event Viewer ?
If anyone has any ideas I would be grateful for your help.
Installation take bit time,you have to wait.it updates with sp-3 etc..
"dhawgood" ...Has CRM really benefited you?
Im a novice at CRM software..... just now learning
Id be interested in knowing what kind of industry you are in and what
CRM software you use.....and more importantly exactly how it has
benefited you or your company
hi, we are using MS-crm in a fashion, and we had low expectations. I think
you could say management have a clearer idea of what sales people in the
field are upto in terms of level of activity eg. visits and linked to that
the oportunities they are generating for internal based support staff...
purely from that it is helping push proactive selling.
"...popup calendar with multiple months
I currently have popup calender in Excel to fill in cells with the date. I
would like to be able to view 3 months at a time How can I change my set up
to allow this.
...Reports and CRM v1.2
I have just upgraded from 1.0 to 1.2 using the Adventure
Cycle Database. I have a list of all the reports but get
an error, when I try to access the reports below the top
level, suggesting that I may not have enough Crystal
Report Licenses? This worked fine when I was at 1.0! In
addition I tried to install the Crystal Reports
Enhancements and it suggested I need version 9.2 instead
of 9.0! Help!!!!
I have looked through the other threads and see some
similar issues but no definitive answer.
I was told by Microsoft yesterday that the crystal addon for crm requires
crys...CRM 4.0 Workflow to clear a field
In CRM 3.0 I could write a manual workflow to clear a field.
How do I do this in 4.0?
How do I do this when the field is required?
in the workflow you select "Add Step" and and "Update Record". Select the
field you want to clear, go to the "Operator" picklist and select "clear".
Works for me also on required fiels, however I tested it only on one.
> In CRM 3.0 I could write a manual workflow to clear a field.
> How do I do this in 4.0?
> H...Passing arguments to procedures
There is something fundamental that I have failed to grasp about passing
arguments to procedures.
I have a form featuring a set of unbound controls displaying dates and the
corresponding days of the week. (For some reason, the long-date format, on
my computer, does not include the latter, as the documentation suggests it
might, so it has to be separately calculated and displayed.)
A default date is displayed in each control, on Form_Open. This can then be
manually adjusted by a pair of ‘up’ and ‘down’ buttons associated with each
day/date control pair. In the case of the control ‘St...CRM SQL error
When I try to open CRM I get this error message:
Cannot open database "metabase" requested by the login. The login failed.
Login failed for user 'NT AUTHORITY\NETWORK SERVICE'.
Any help to resolve this issue would be appreciated.
Was it working ok before?
Other users have the same issue? or All users?
Same error if running on the CRM Server? SQL Server?
Anything changed on the SQL Server, AD setting? Network setting?
Try a reboot of the SQL/CRM Servers?
Frank Lee, Microsoft CRM MVP
&quo...Problems connecting Data Migration Manager to CRM
I am having problems connecting to our CRM server via the data migration
tool. I type http://crm/ into my browser and the site loads perfectly from
The same URL does not work in the migration tool however. It simply says
that the tool cannot connect to the CRM server and that it may be down.
I tried again this morning and got the following error message:
"Client found response content type of 'image/gif' but expected 'text/html'.
The request failed with the error message:
The CRM server is running on a virtual Server...When I restart the CRM server , I can not access http://crm
Only the left frame show,the detail can not show up. Is there anyone know
are you seeing errors on your browsers status bar?
also I assume you are using IE
Microsoft CRM MVP
"kyle" <email@example.com> wrote in message
> Only the left frame show,the detail can not show up. Is there anyone know
> what happen?
...How to Add New Tab to CRM 3.0
I am new to CRM.
Can anyone tell me the steps to add New Tab and further adding the Links for
Bangalore - India
Do you have access to any of the CRM 3.0 documentation or manuals? If you
are new, it will be helpful to use the CRM manuals to walk you through how to
If I understand your question correctly, you would like to add a Tab to an
existing form and then add fields to the new tab. This is done using the
Customization capabilities of CRM.
First, I would recommend you take a look at these customization planning
tools from Micros...CRM Incoming Email
I have CRM running, and Exchange working fine. I can send an email via CRM
and that works fine. The remote client that responds to the CRM email goes
into CRM just fine. However if a remote client (who has a record in CRM)
sends me an email it doesn't go into CRM, just outlook.
I've already installed the Exchange router, got no errors. Theres no errors
in the CRM eventlog or the Exchange. I have the convert option set "Only
e-mail about existing Microsoft CRM records". I've added the CRMEmailenabled
for my exchange account. And I've already checked that "mailser...Hotfix needed prior to Installing Service Pack 1 for Windows 2003
Is there an exchange hotfix needed prior to installing service pack 1 for
Windows 2003 on an Exchange 2003 server?
Only if you are running an Exchange cluster on your Back end.
"Sabo, Eric" <SaboEric@discussions.microsoft.com> wrote in message
> Is there an exchange hotfix needed prior to installing service pack 1 for
> Windows 2003 on an Exchange 2003 server?
Yes, I think it's 831464. But I tried this last night - installed the