Lead to Product and Lead to Competitor relationships
While browsing MS CRM logical DB Diagrams (http://www.microsoft.com/
dynamics/crm/using/sdk/DBDiagrams.mspx) for Sales Entities, I have
found many-to-many relationship between Lead and Competitor entities.
In SQL Server I made a diagram with the following tables: LeadBase,
ProductBase and CompetitorBase and then I added tables
LeadCompetitors, LeadProduct (these tables contain no data in my
case). You can see my diagram below. I saw many-to-many relationships
between Lead & Product and Lead & Competitor. As far as I understand,
these relationships must support functionality for adding ...o I need both VS@010 and MS Visual Developer 2010 Express
I have vs2010 Ultimate and just noticed I also have installed MS Visual
Developer 2010 Express.
I think that may have been downloaded by MS Web Platform when I downloaded
something else - but I'm not sure!
I definetly do not want to mess up my VS2010 but would like to delete the MS
Visual Developer 2010 Express if I don't need it.
Deleteing it will not do anything to VS2010 will it?
There is no reason I should have both, is there?
Thanks in advance
Cal Who wrote:
> I have vs2010 Ultimate and just noticed I also have installed MS Visual
> Develop...Retail Chain Manager Vs LS Retail
I'd like to know which are the main differences between the two solutions:
Retail Chain Manager and LS Retail.
Which is the best? Why?
Which are the features of the two products?
I think RCM is built on AX and LS is based on NAV. I am not sure which is
best, but if you are in clothing/footwear also consider Pebblestone for NAV
> I'd like to know which are the main differences between the two solutions:
> Retail Chain Manager and LS Retail.
> Which is the best? Why?
> Which are the features of the two products?
...Converting Lead Notes and Activies information into Opportunity re
The Lead Activities (phone calls, emails, task, appointments, fax, letter)
and the Notes created while working on a Lead do not "convert" into the
Opportunity. To get this information, you have to go to Closed Leads or
drill down through the Originating Lead link. I've read that this will be in
2.0 but in the meantime, can anyone suggest a simple workaround. I would
also like to hear about the best way to do this, simple or note. If I create
new fields in the Lead form and map them to new fields in the opportunity
form, the activity functionality is reduced to that of ...CSV File
I am opening a common delimted file in Excel and formating 2 fields as "text"
to retain leading zeros. They appear correctly in Excel. I then need to
save as a "csv" file and retain the leading zeros. How can I do this? The
zero's always drop off in the csv file when retrieved again in excel.
do you need to save the csv every time, if you save I agree it will remove
There is no perfect solution to this but if your file format is standard,
you may consider preparing a excel template with the repeate, concencanate
and left and right formul...Fill leading zeros
I have a SELECT statement that I want to fill leading zeros in one column and
trailing blanks in another column up to xx characters. For example
SELECT CAST(EmployeeNumber AS varchar(8))
If the EmployeeNumber is 1234 I want to output 00001234
SELECT CAST(LastName AS varchar(15))
If the LastName is SMITH I want to output SMITHxxxxxxxxxx where x = space
Could this be done by casting a CHAR(15)?
> SELECT CAST(EmployeeNumber AS varchar(8))
> If the EmployeeNumber is 1234 I want to output 00001234
SELECT RIGHT('00000000' + CAS...Cleared vs Reconciled?
I'm just starting to try Money 2007 Deluxe. Wondering what the difference is
between the transaction status (C)leared and (R)econciled in the advanced
PS - is there any easy way to find this kind of information? I tried
searching the applications help (no luick), the online User Guide has no
search capability and didn't fins anything in this forum.
Great timing. You might want to read up on the threads here since the 11th
before spending a lot of energy on this.
Cleared basically means that it is an item known to have made it to the
bank. Reconciled me...Generate Leads/Accounts/Cases from a public website?
My employer asked me to investigate using a public .Net website to help
generate information to be used in CRM. Specifically, he'd like our website
to have webforms that, when filled out and submitted, would generate leads,
accounts, or cases depending on what our needs are (I suspect generating
leads would suffice for now).
Can anyone point me in the right direction on how to accomplish this? I've
found it difficult to find information online concerning this.
We're currently using CRM 3.0 although I'd be interested to know what
differences would be in...Lead Number
I want to count the number of lead in the database with reports, but
don't known how to do ? If anyone has an idea ?
You won't be able to accomplish this by using the Report Wizard. You need to
use the SRS BI tool for Visual Studio.
> I want to count the number of lead in the database with reports, but
> don't known how to do ? If anyone has an idea ?
On 14 ao=FBt, 16:01, SS <S...@discussions.microsoft.com> wrote:
> You won't be able t...The All Leads view is not All Leads.
The system-provided viewed call All Leads doesn’t include qualified leads. A
better name would be All Active Leads. Problem – You can’t rename the view.
You also can’t fix the filter to include all qualified leads.
I’ll try to hack CRM to remove the All Leads view. What especially bothers
me is that MBS Support replied “Currently it is not possible to change the
pre-set views in CRM, as you have already described.” I knew that much but
it seems such a fix would be very easy to release in a KB article fix. It
would be nice to hear “Yes, I agree that is not the best name for that ...MONTHLY vs. daily compounded interest in a Loan...
It seems Money (2004) defaults to compounding mortgage loan
interests daily. My bank compounds once monthly.
As such, our balances are always off by a few dollars.
In microsoft.public.money, Aaron Segal wrote:
>It seems Money (2004) defaults to compounding mortgage loan
>interests daily. My bank compounds once monthly.
>As such, our balances are always off by a few dollars.
When you enter a loan, it is better to enter the payment data and
let Money computer the rate.
I'm not sure I understand how that will help.
My situation ...Convert LEad->Opportunity
When I try to convert lead to opportunity I recived message that "unexpected
error occures. For more information conact to your administrator" .
get the admin to check the crm web server event logs
Microsoft CRM MVP
"Lidia" <email@example.com> wrote in message
> When I try to convert lead to opportunity I recived message that
> error occures. For more information conact to your administrator" .
...Lead Alert emails are going into salesmen's outlook junk folder
We have a rule created that when a new Lead is saved an email goes out to
all the business developers stating a new Lead with information, extracted
from the Lead, in the body of the email. Often, but not all the time, a Lead
Alert email is automatically moved into their Junk Mail folder (Outlook
2003). Is this a bug with a fix? Have you ever encountered this problem? If
so, how did you resolve it?
can you add the sender(s) to the safe-senders list in OL - that should
eliminate them being marked as junk.
"Sandy Cro...Leading Zeroes
I am trying to save an Excel spreadsheet as a .csv (comma
delimited) file. The problem is that whenever you open
the .csv file, you find that on some of the fields, the
leading zeroes are cut off. I need to know why this
happens and how to stop it. All the fields in the
original Excel file are set to text. Thanks for any help.
If you're reopening the csv file in Excel, it is likely formatting those
fields as numeric, dropping the zeroes. Try opening it in Notepad. Notepad
shows you character for character what's in the file. If you really can't
get Excel...Domain Controller vs. Workgroup
I will setting up a single server 2003 Standard edition(dual cpu) 4GB ram.
This is the only server accounting will have. There is no domain controller.
GP will be installed on this server and SQL 2005 express will be installed
here. It may also be used as a Terminal Server.
There will be 4 users. THe functionality used will be GL,AP,AR,Payroll (25
employees) Bank Rec and Report writer.
Which is better, configuring the server as Domain Server (GP will be the
only application on this server) or workgroup. Either way I would still like
to configure it as a Terminal Server.
You ...Bulk reactivate leads
We have qualified thousands of sales leads in error, and now wish to
reactivate them, changing their status from qualified to open. Is there an
easy way to do this as a bulk process?
...Search Listbox vs Table Query
I have a calendar form in my AC2003 database. I need to verify if the entry
in the access calendar is in their outlook calendar. During the load of the
access calendar for a month I:
1. load all outlook calendar entries into a listbox with start, end and
subject, this happens once per month, then
2. for each entry in the access calendar per month I perform a scan of the
outlook calendar listbox to see if a matching entry is found.
As the users outlook calendar grows, the listbox grows as well. It's now at
a point that it takes about 60 to go thru this process and display ...changing default lead lookup from email tracked in outlook client
When I click 'Track in CRM' and then 'Regarding' when composing an email in
the Outlook Client, and then select Lead from the dropdown, all leads
(including disqualified leads) appear in the selection list.
How can I change this view to filter on Active Leads only?
This feature is not available in CRM v3. I have filed this as a suggestion
for a future release.
This posting is provided "AS IS" with no warranties, and confers no rights.
"Garnet" <Garnet@discussions.microsoft.com> wrote in message
news:64E6C45E-428...Converting Leads and Lead Associations
I notice that when I try to convert a lead to an Opportunity, associate it to
an existing account, then click the Contact checkbox, the Account is grey'd
out. Why does it do that? When I convert the lead it then associates the
opportunity to the Contact vs. the Account?? Any suggestions would be great!
You must attached an opportunity to either an account or a contact. The
account, contact, and opportunity buttons are to create new objects, only.
If you associate the opportunity to an existing account, then you can't
create a new one, too... HTH,
------------...Modifying the Convert Lead dialog
Where do I customize the Convert Lead web page dialog screen?
I don't want the option to convert a lead to an Account. So I'd like to
remove that option all together.
I'd also prefer if "Contact" and "Opportunity" were always selected.
Convert Lead Dialog is not customizable in supported way.
PLEASE do click on Yes or No button if this post is helpful or not for our
uMar Khan :: Freelance Consultant
Email Contact :: imumar at gmail dot com
> Where do I customize the C...Leading-zeros disappear from auto-numbers (quotations, invoices, e
After upgrading from CRM3 to CRM4, the generation of, for instance, quotes,
How can I preserve leading zeros? Is it a bug?
Thanks and regards,
...Current Yield vs. Yield to Maturity at low prices
When comparing Current Yield to YTM (as calculated from the Excel Yield
() function), there are instances when Current Yield > YTM for
discounted bonds. I can't seem to make sense of this. For example,
the Current Yield for a $100 par-valued bond, with a 10% rate, and
price of 1 is 10. But using the function Yield(11/1/09, 11/1/11, 10%,
1, 100, 4) gives a YTM of 9.35 I notice this is only happening with
extremely low-priced bonds.
I don't think there would ever be an instance when YTM < Current
Yield, except for bonds purchased at a premium, so could this is a
prob...Error encountered when converting Lead to Opportunity
A Sales user encountered a Server Application error when converting a
Lead and she is now unable to find the Lead or the Account. I have
verified it is not listed in Leads or Accounts, but I do not know where
or how to search the database tables to find out where is is still
Any help would be appreciated!
Have you looked at the "Closed Leads" view, or used Advanced Find to query
for leads modified today (leave the status out of the query). You can also
look for accounts created today to see if it got created as something
Matt Wittemann, CRM MVP
http:/...Trying to alter filegroup to READONLY from with VS
I'm using VS 2008 and SQL Server 2008 with all the latest updates.
From within VB, I'm trying to issue a command to change a filegroup to
READWRITE status. I make sure the connection on the DB I'm using is closed,
and then I run the following code. dbNameStr is the name of the DB I
currently using, and cnStr is the connection string to the DB named
cn.ConnectionString = Replace(cnStr, dbNameStr, "master")
SQL_cmd.CommandText = "USE master; ALTER DATABASE [" & dbNameStr & "] MODIFY
FILEGROUP [Archive] READ_WRI...Pub vs Word
Our group sends an 8 page newsletter consisting of
articles and photos. We do it in Publisher 2000. We have
been advised by a computer expert that we should do it in
1) so that it can be emailed to those of our members with
internet access and,
2) that we would have more room for articles, without
boxes taking up space.
I thought Publisher was expressly for such publications
and had advantages over Word for layout etc. Should we
change to Word? Can the newsletter be converted to Word
when finished for those members with email and Word?
After managing to set up OE-QuoteFix on ...