Expense keeping in MS CRM
Hello. I have a prospective client with a particular
need. I appreciate any potential solutions, including
customizations or add-on products.
A sales rep makes an appointment and almost always has
travel expenses related to the appointment. My prospect
would like the ability to use either Outlook, or
preferably CRM to track expenses associated with an
appointment, and then print an expense report at the end
of a week or month.
Does anyone know of solutions? Any add-on? Any
Thanks for your assistance,
Insyte Busines Partners
The import fonction now displays HTML and Picture as available formats to
choose from. There is no way of selecting CSV or TXT.
thanks for helpful any comments
...CMapStringToString class not compatible WinCE <-> desktop
My problem is that we develop a desktop application which stores data
in CMapStringToString class. This file is then loaded by similar
(viewer-type) application on WinCE devices. However in MFC8
CMapStringToString class is replaced by template class CMap<>. This
cause the CE application to fail to load the document.
- X86 Application compiled in VS6/MFC4 serializes CMapStringToString
- Smart Device application then tries to deserialize the data to
incompatible CMap<CString, CString>
I have already tried following:
1. Load the class + object myself. This is fine ...Integration Questions
Where do I go or how do I get the CRM to integrate with
Great Plains, I think there is supposed to be an
integration tool somewhere, but I cannot find it.
There is an integration CD which you will have received if you are a CRM
partner or customer
"Nathan Tidd" <NTiddSPAM@douglas-associates.com> wrote in message
> Where do I go or how do I get the CRM to integrate with
> Great Plains, I think there is supposed to be an
> integration tool somewhere, but I cannot find it.
It is much more than a "Utility", i...MFC- Closing application
I have a problem within a MFC Application. I want to close this MFC
Application when a event comes, but I didn't have any OnCancel member
Function in this App. Is it any Function who allows me to close a MFC
Application without more development?
You can try with
"Stefan Ros�" <firstname.lastname@example.org> skrev i en meddelelse
> I have a problem within a MFC Application. I want to close this MFC
> Application when a event comes, but I didn't have any O...CRM Integration with an other SQL db
I'm looking to bridge Navision on SQL with CRM.
Any body got some suggestions on the best way to built that real time link?
How "Real Time" do you want it.
If you want, you can use PostCallouts to implement this kind of integration
(and there is a paper on MSDN on this subject) where you post changes to
Accounts, new Orders, etc. from CRM to your Accounts package.
For the other direction, bringing Accounts and sales information from the
Accounts package into MSCRM then I would look at using a package like Scribe
(BizTalk is also an option) to do this on a sch...MS patches changing registry entries
Is there a way to prevent MS updates from changing a specified registry
setting? For one of the text converters, we point to a specific one we
install, but for some reason, MS recently has started to set that entry
back to the default setting. I don't want to see that setting changed
from our custom setting.
FYI, we are a vendor at the site and the site is responsible for admin
of their AD. We have little/no say over what can happened in their AD.
So any AD solution will have to run to the Admin group get approved
then go through an executive committee and the security...picklist Synchronization in CRM 3.0 to 4.0
I have created a custom picklist in crm3.0, where VALUE of picklist
are different than the Value of CRM4.0 pick list. Does it impact
while Synchronization, i mean when migrating from 3.0 to 4.0?
One value is 1
Two value is 3
Three value is 2
Four value is 5 (HERE Value 4 is no longer, its deleted)
One value is 1
Two value is 2
Three value is 3
Does is required the same order value in both version?
I have migrated the system with custom picklist and they are migrated
and appeas as they were in CRM 3.0 .
...Scheduling Integration for Integration Manager
Does anyone have any step by step procedure or documentation for scheduling
integrations for Integration Manager? I hope there is a workable way for not
so technical users to use so that I won't need to customize a functionality
for this in Dynamics GP.
They want to update their price list if possible using integration manager.
However, they want it to be scheduled, like for example the manager will
create the integrations today, then it will the update (integration), the end
of next week without human intervention. Reason being is that
updates/integration can run during ...MS Word French Calculations
I have some documents which do calculations. These were prepared in MS
Word 2000. The construction is Tables and fill in fields. The formulas
are written to produce results.
When I try to use the same in Word 2007 French Edition it gives all
kinds of error messages.
1) Does French edition require formulas to be written in some different
2) In general Word 2007 uses different syntax?
Nihar Mody's Profile: http://forums.techarena.in/members/183443.h...Lost files #3
I use money to keep track of my expenses and income on my
rental properties. I exported the files from money 1999
to money 2004, when the files showed up on my check
register it did not list the properties addresses . How
do I go back into money and make sure that the addresses
stay posted with each check
...ACT! Address Book integration
When integrating or using an address book in Outlook, the display name
is automatically appended with the name of the address book the 'look
up' found the name in...
example: Jonathan Dorfman (ACT!)
Is there any way to edit this feature or suppress it?
Thanks in advance.
~~ Message posted from http://www.OutlookForum.com/
~~ View and post usenet messages directly from http://www.OutlookForum.com/
...CRM an Telephone System Alcatel
Hi everyone, i have just set up a test crm server with a test alcatel
omnipcx telephone system. My setup is a windows 2003 SBS with CRM small
business and exchange router. How does crm contacts differ from outlook
contacts? If i add a contact under the crm section it seams to add it under
the outlook contact section a minute or 2 later, does the crm contacts synch
with outlook contacts? and also i can get the contact to pop up when i dial
from a recognised number but it saves it under the outlook contact journal
and not the crm, any ideas?
We have a Telep...Integration Transaction Order Issue
We just switched from using Integration Assistant for Excel to Integration
Manager 9.0. The integrations are defined the same way for both programs.
When the General Journal integrations run they complete without
errors/warnings. But when you view the transactions in the batch in Great
Plains the transactions are not in the same order as they were in the Excel
spreadsheet. They seem to be very random.
The total dollar amounts balance and the integration runs successfully but
we can't get the transactions to maintain their order from the Excel
spreadsheet. We can't use a so...Import CONTRACTS into CRM 1.2
Anybody can tell me how can i import contracts into Microsoft CRM???
The data migration framework does not allow this!
Thanks in advance and sorry for my english.
You might try using Scribe Migrate's 90-day license for
importing data into Microsoft CRM.
>Anybody can tell me how can i import contracts into
>The data migration framework does not allow this!
>Thanks in advance and sorry for my english.
Thanks linda, but... what's t...MS graphics commercial use
can I use MS graphics on a label of something I am going to sell?
> can I use MS graphics on a label of something I am going to sell?
Microsoft ClipArt, yes, provided the graphics are not the primary value
of the product. Copyrighted graphics from Microsoft web pages, no.
Ed Bennett - MVP Microsoft Publisher
...Encumbrance Management #3
EM will encumber any account on a PO. It would be nice to see a feature in
EM that will allow a way to exclude balance sheet accounts in the encumbering
of PO's. Numerous companies do not have balance sheet budgets as the income
statement accounts are usually the main focus.
The work around is extremely difficult when purchasing inventory to a BS
account that is not budgeted for.
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 p...Problems with CRM e-mail
We have 3 problems:
1. We use CRM with Outlook client. Lets say that my partner makes a new
contact with an e-mail address and I want to send an e-mail to this contact.
How can I select this contact from the "to" button in Outlook, since it
doesn't appear? Is there any workaround?
2. Whenever I send an e-mail from CRM, the receipient instead of reading my
full name as sender (as it is stated in AD, and as it is shown whenever I
send an e-mail from Outlook), he reads my full e-mail address
(email@example.com). How can I change this and send with my full AD name?
3. Is t...CRM to GP Integration CD Builds
We are missing our GP to CRM Integration CD and waiting on delivery of a new
one. However, we do have the Release Candidate 2 CD dated 3/25/2003. Can
anyone tell me if this CD is the same as the RTM CD that went out? I can't
remember if there was another build afterwards.
...BCM Office Addin application version does not match
I just loaded Windows 7 (clean install) and reinstalled Office 2007
Professional. I've loaded all the updates (SP2). When I open Word it tells me
"BCM Office Addin application version does not match". Could this have
something to do with having loaded my old (and unsupported) version of
Acrobat 7 Professional? Could it refer to something else? How can I get rid
of this message?
Do you have Business Contact Manager for Outlook installed?
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact.
ALWAYS post your Outlook vers...Going offline in CRM 04-23-04
What security right are you suppose to have when you are offline in
CRM for Outlook. Because when I go offline it works fine but it does
not allow me to acces any of the data(contacts, leads, etc). on my
local machine. But when I go online again it allows me to acces data
on the server. What am I doing wrong???
A possible cause could be that when you installed Sales for Outlook you were not logged into the domain you were only looged into the local machine. This means that when you perform the first synchronisation no data is taken into the MSDE database.
...CRM address book in Outlook
In my CRM address book in Outlook, the format is “firstname name” whereas I
would like “name firstname”.
I found well the option in CRM allowing me to change this format but a alarm
message says to me that only the new contacts will be affected by this
Everybody can help me ?
...GHOST Item within RMS 1.3
I am new to this newsgroup. Your insights will be appreciated.
We currently have 3 registers and one server runing RMS 1.3. we also export
the database to external machine which has a 3rd party application which is
the middleware. The middleware acts as the interface to the webserver and
uploads the data to the web server. When I pull the inventory from the RMS
into Middleware application, i see items that are NOT even in the RMS.
Within RMS, i have checked the inactive items as well and the item is just
no where to be found. The item being shown is really a duplicate item with...Integration Mgr with Excel ODBC
I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
specifying the path for the source file when I click the Table button IM
pauses for a few seconds and then closes. Same thing happens if I try using
xls format. This is on GP 10 SP2 with IM 10.00.1134. Any ideas what would
be causing this to happen?
Changing the spreadsheet to XLS would be a good first step.
Charles Allen, MVP
> I'm trying to use an Excel workbook (xlsx) as a simple ODBC source. After
> specifying the path for the source file when I click th...Using a SQL Job to run an unattended Integration with Integration
Is there a way to run an Integration using a sql job instead of using a
Windows Scheduled task. I am using SQL Optimizer so I do not need to log into
Great Plains first.
Lewis: Yes. You would first create a .bat file (DOS program). In this batch
file, you move to the Integration Manager folder (optional), then you would
use the command line called IMRun.exe located in this folder (IMRun.Exe
"IntegrationName" -Refer documentation) . Once you create the batch file, you
would call this batch file using a DTS package within SQL EM. Then you would
schedule a SQL job to call this D...