Is there a way to assign a sales rep to a sale on POS 2.0?
I need to calculate commissions - the "Daily Sales by Employee" report uses
the cashier information.
I noticed that the "TransactionEntry" table contains a SalesRepID column,
but I don't see where to set it in the POS screen. Being able to assign a
sales rep to each line item is exactly what I need!
Currently I am waiting for my POS2.0 and using 1.3 version but for your
information both the version has transaction level things similar. There is
way to assign the sale...Outlook 2000 hangs #3
I am running Windows XP with Outlook 2000. I configured
my mailbox settings but when I go to start Outlook, the
program just hangs. The same thing happens when I view
Outlook Properties and select the Delivery tab. Does
anyone know what might be causing this?
You may have a corrupted outcmd.dat file. This is the file that stores your
toolbar customizations, and when it becomes corrupted, Outlook can't use it
at startup to build your toolbars, thus causing the hangups. Try renaming
or deleting your outcmd.dat file while Outlook is closed. Renaming it might
be the best i...badly need some help on CRM customization
badly need some help on CRM customization. I need to add an additional
account lookup field to the sold product. We sell software and we need
to track end users (40% of buyers aren't the end users), so i want to
be able to set an end user (to attach an account) to each product in
Yes I know that 1.2 doesn't support custom lookup fields but i need to
transfer all of the data from our current customer database and i want
it to be accessible from one interface.
I wonder if i can create a field in the SalesOrderDetail table to store
accountid (uniqueidentifier type), map i...CRM Dropdowns
Is it possible to add entries to the drop downs on some ofn the crm forms?
Such as the Industry, Ownership, Payment terms etc.
Yes, just use the form editor (you need to be logged in as a user with sufficient rights and a licence)
Go to System Forms Custimization, edit fields and add value in the values
...What version are you expecting CRM to be "Prime Time Ready"?
I am still a little weary of the product when comparing to SalesLogix or
some other mid-market offerings. It seems to clugy (sp) when you get into
anything more than Account-Contact-Opportunity management. One of the
other things I am having a real issue with is only being able to associate
and activity with one object.
When do you think CRM will be ready for prime time? I have no doubt it can
dominate the mid-market, I think it is only a matter of time and effort.
I am predicting the first dot release after 2.
Microsoft's typical product development life cycle
follow...Email from CRM showing sender's email address, not display name
We recently installed CRM 4.0 as an upgrade from 3.0. When an email activity
is generated and sent, the resulting email in Outlook only shows the senders
email address in the From field, not the Display Name. As a matter of fact,
the display name is not even included in the message header.
We are using the CRM Email Router to send using SMTP. This happens whether
the email is from a User or Queue.
Anyone seen this yet? Is this a CRM issue or an Exhange issue.
I seen it and then it disappeared :)
publish the email router again .
are you generating email through workflow?
send emai...GP 10.0 Certifications
I have two Microsoft Certified Professional; One in Microsoft Dynamics GP
9.0 Installation & Configuration and other in Microsoft Dynamics GP 9.0
That was one the requisite to become a reseller for GP 9.0. I want to know
if I need these two certifications for GP 10.0 to become a reseller for GP
Its been my experience that they grandfather in some of the older versions -
you should be ok with your GP 9.0 certs to cell GP 10.0
"Valentin PR" wrote:
> I have two Microsoft Certified Professional; One in Microsoft Dynami...Convert Excel to comma delimited text #3
Thank you! That did the trick.
deacs's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=2321
View this thread: http://www.excelforum.com/showthread.php?threadid=266960
How do I count the number of entries in a column so that duplicat
entries are only counted once
Message posted from http://www.ExcelForum.com
If you have a look at Chip Pearson's web site
(http://www.cpearson.com/excel/duplicat.htm) you will find the following:
Counting Unique Entries In A Range
To count the number of unique entries in the list, use the following array
This will return the number of unique entries in Range1...Microsoft Word Table design in Access 2007
Is there a method for inserting a table (not an access table, but a word
table with columns/rows/header, etc...) in a description field in a form or
below the description field? I'm creating a database for development
business rules and sometimes a business rule needs a table to explain or
identify the heirarchy/relationship of items for the rule. I don't want this
to link to anything else but the Business Rule ID that I am currently in.
Thanks in advance!
You could use a memo field but the data will not be separated by grid lines.
You would need to add spacing and ...Running CRM 3.0 and CRM 4.0 on the same server
I am in the process of testing conversion from CRM 3.0 to CRM 4.0 and
want to know if it is possible to run both on the same server
I currently have a test CRM 3.0 set up and would like to install and
run CRM 4.0 in a second data base on the same SQL Server and Web
Server. Is this possible?
CRM uses Active Directory to link the users in and create security groups,
especially CRM3. I would not do this.
"Al Pemberton" wrote:
> I am in the process of testing conversion from CRM 3.0 to CRM 4.0 and
> want to know if it is possible to run both on t...Default Mail Account #3
I recently run into a problem with an sbs network.
My clients select their pop3 account as default but when rebooting the
Exchange account becomes the default account.
What can i do with this ?
I want the pop3 account to be the default.
What version of Outlook are you working with? The reason that I ask is that
POP3 and Exchange in the same profile tends to be a bad mix in earlier
"makis" <firstname.lastname@example.org> wrote in message
>I recently run into a problem with an sbs network.
> My clients select their pop3 ac...Visio and BizTalk integration via BPEL
Can Visio 2003 business process models be integrated with
BizTalk Server 2004 using BPEL? This is mentioned by
(see Q: Can I integrate Visio 2003 with other Microsoft
I have installed Visio 2003 Professional but can not find
anything about "export as BPEL" of a Visio business
Can this be done, or must we wait for a future release?
The upcoming BizTalk Server 2004 promised "import BPEL"...change a table to 3 columns only (Rows instead of Table)
I am looking forward to your inputs, I have a table, here
is a sample:
Dept1 Dept2 Dept3 Dept4
Div1 1 2 3 4
Div2 5 6 7 8
Div3 9 10 11 12
How can I change the above table to 3 columns only (Rows
instead of Table):
Div1 Dept1 1
Div1 Dept2 2
Div1 Dept3 3
Div1 Dept4 4
Div2 Dept1 5
Div2 Dept2 6
Div2 Dept3 7
Div2 Dept4 8
Div3 Dept1 9
Div3 Dept2 10
Div3 Dept3 11
Div3 Dept4 12
The table I have is huge, doing the above manually will be
very time consuming.
see your other posts
> I am lookin...Can not receive attachment files in emails sending by CRM
My clients said that "Their customers can receive their emails sent from CRM
Web application but can not receive the attachment files in those emails.
This problem does not exist if they use Microsoft Outlook to send emails"
When I test this case by sending emails with attachment files by CRM web
application to my clients, my clients can receive all of them, emails and
attachment files in those emails.
What happen with it? And how to solve this problem?
I am looking forward to your ideas.
Did anyone mention the size of the attachments? (This maximum size can be
...Print preview #3
I have a sheet which has many columns. When I use PRINT
PREVIEW, I didn't see the columns lines. However, when I
print it out, it looks ok. Please tell me what happened to
the sheet and how I can fix it.
I have forgotten the password I put for a excel statement
I created. Can some one help me open this file?
I am trying to setup a workflow to send an email when an Account record gets
deleted. I want to include the name of the Company in the email and who
The workflow fires, but always has a Status of Waiting because it says "The
requested record was not found or you do not have sufficient permissions to
view it". The reason this happens, I am assuming, is that the record has
already been deleted so data from the record cannot be included in the email.
Is there a way I can accomplish what I want?
Workflow plugins are asynchronous so by the time you get to the databas...change CRM server name in the outlook client
is there any way to change crm server name in the outlook client. i
do not want to reinstall the client again.
You can change the WebAppUrl if that's what you mean. With that you can
point it to another url to access the crm app.
In the registry, you can change the key WebAppUrl in
Jeffry van de Vuurst
"RG" <RG@discussions.microsoft.com> wrote in message
> is there any wa...Notes Toolbar (attachment) missing in the appointment
When I create an new appointment and want to attach a file in the
notes. However, the toolbar is missing. If we go back to the list and
open that appointment again, the attechment toolbar is still there.
Can anyone help for this problem? I appreciate!!
When you create the new appointment press the 'Save' button (not the 'Save &
Close') and the availability to add attachments will appear.
<email@example.com> wrote in message
> Hi! All,
> When I create an new appointment and want to at...Share Point & MS CRM
In notes section, how to attach a document link on the SPS server to the MS
When creating a note It only uses Upload method..
...multiple e-mails #3
I keep receiving multiple copies of the same e-mail over and over. I do not
have two Pop Server accounts but only one and I have outlook 2002. Help
If you have any anti-virus software scanning your incoming/outgoing mail -
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. Due to
the (insert latest virus name here) virus, all mail sent to my personal
account will be deleted without reading.
After furious head scratching, frustrated one asked:
| I keep receiving multiple copies of the same e-mail over and over. I
| do not have t...how i do i print an s with a line over it in microsoft publisher?
figured it out for word but won't copy in publisher...
can't find it in the symbols and text possibilities.
This symbol is part of the WP MultinationalA series. Insert, symbol, it is the
last symbol in the groups.
Mary Sauer MSFT MVP
"pazoe" <firstname.lastname@example.org> wrote in message
> figured it out for word but won't copy in publisher...
We have set up organization level Mail Merge Templates using XML files and
they work great. The issue we have is edit access to these templates. We have
specifically set users' security role as follows for Mail Merge Templates:
Despite these settings,. the users can still edit/save changes these
Organizational Templates when they forget to select "Personal" in the Save
option. How do we prevent edits to the Organizational level templates from
occuring? Is this a bug in the CRM 4.0 or is there another setting that we're
mis...Excel XP #3
I am working on a file that at one time had a macro. I deleted the macro and
saved the document however, everytime I open the document it asks me if I
want to enable the macro. I have my security setting on medium...I am not
sure why it asks me this if there are no longer any macros in the document.
Probably the module in which the macro resided still
exists. Remove the module and it should stop the message.
>I am working on a file that at one time had a macro. I
deleted the macro and
>saved the document however, everytime ...