Purchasing Microsoft CRM
I am looking into this software, however I am wondering. Is this soley for
installation onto a network. I am the only one to be using this software,
and I want it only for my laptop. Is this an option?
No. If you are looking for a stand alone, single user contact management
solution, I would take a look a Business Contact Manager from MS.
MVP - Microsoft CRM
On Thu, 18 Nov 2004 11:08:51 -0800, "Steve U" <Steve
I am looking into this software...Outlook Creating Sync Problem Folders.....HELP
When Outlook 2003 perform the send/receive action. My mail comes in/out,
however a box pops up showing there was an error. This error then goes into
a sync folder as an email. I DID NOT create this folder. If I delete the
sync folder, it re-creates itself. Any ideas on how to stop this madness?
The sync folder is a system folder that Outlook needs and uses. Would
probably be better to address the error, rather than merely trying to hide
the reporting mechanism, no?
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.officeforl...So just how customizable is CRM?
I have been playing around with it all week, trying to change things to fit
the way I would like them to be, but becoming very frustrated in not being
able to figure out how. I have read all kinds of documents, tutorials, code
samples, etc, been all over the blogs and other CRm sites, but so far not
finding anything I can really use at this point.
I've just been trying to do simple things that would make our workflow a
little bit faster and easier. Things like:
1. Being able to type in manually in a lookup field, one with a magnifying
glass. I was told in another thread this can...POS Sync After Every Z Report
I'm wondering if it's the expected behavior to have a POS on another
station sync every time a Z report is ran? Should the database sync
every time? I thought only when the POS was in offline status.
I don't believe the POS is offline everyday, but everyday when we take
a Z report, the database syncs with the POS with the database.
Is this expected?
It syncs every z because there may be changes to the items, taxes and other
"Jerry Penna" <email@example.com> wrote in message
news:firstname.lastname@example.org...Disable IBF Save to CRM dialog
Is there a way to prevent the Save to CRM dialog appearing everytime you
close a spreadsheet after using the IBF for CRM?
...how can I fill only part of the background w/ color
I am trying to create a flyer in Publisher. I put an arc on the page, so it
has two corners that I want filled with color, but I want the rest of the
page to remain white. How can I do that?
Arc's generally do not have corners. Are you saying you want the corners above
the arc filled?
Create a rectangle fill with your color. Position the rectangle to the corners.
Create an oval, fill white, no line, position the oval over the rectangle so all
but the corners are in view. Position your arc...
Mary Sauer MSFT MVP
news://msnews...Automatically moving data #3
I got noting but zeros.. :confused:
0 =SUMPRODUCT((Sheet1!$A$1:$A$10=$A$7)*(Sheet1!$B$1:$B$10=B8)*(Sh...Microsoft CRM: Unable to open Reports from CRM Application.
I just installed an EVAL copy of Micorosft CRM with SQL 2005 on Windows 2003
Install went fine without any error messages. However, when I am in the CRM
application and try to access "Reports", I get an error
"Reports.config has invalid schema, and could not be loaded"
But if I access the CRM reports directly http://<server>/Reports, I can
access all the reports. Has anyone come across this issue and resolved it?
Any help is appreciated.
I had a similar problem when i´ve installed the CRM 3.0. The problem was
regarding wi...transfering outlook 2000 contacts to outlook 2007 (Win 7)?
My contacts are in outlook 2000 (part of office 2000). If I buy outlook
2007, will I be able to transfer the contacts? How do I do it? The new PC
runs Windows 7.
Answered daily here.
The file you need is your Personal Folders file (*.pst) It's where all the
mail, calendar, contacts etc are stored.
Take a look at these pages for info on Outlook data backup or transfer:
Note that some of the informat...chart lines #3
how do I prevent a chart line from connecting to a 0%? The 0% value results
from data that has not been entered yet, but shows due to the % formula.
In a Line or XY chart, replace the blank by =NA()
The chart engine will ignore this
It will display as #N/A
If you don't like the look of this (maybe for printing purposes) use
conditional formatting to make the font colour the same as the cell
background, then it 'disappears'
Bernard V Liengme
Microsoft Excel MVP
remove caps from email
"Susie" <Susie@discussions.microso...NDR 550 5.7.0 Message Size Violation
one of my users send an email to 14 addresses with a 4
MB .doc attachement. 2 of them came back with the
following messsage the rest received the mail. Can anyone
tell me what the error is and why it only occurs on this
From: System Administrator
Sent: Tuesday, August 24, 2004 3:24 PM
Subject: Undeliverable:FW: GFOA Standing Committee
Your message did not reach some or all of the intended
Subject: FW: GFOA Standing Committee Application
Sent: 8/24/2004 3:19 PM
The following recipient(s) could not be reached:
...Alias problem #3
OK, we are having an issue with Outlook resolving an alias. Every user here
has a 3 character alias in Exchange 2003. Some people have a second e-mail
address associated with the mailbox for external mail purposes.
We have one user with the alias "swh" and their e-mail is "email@example.com".
We have a second user with the alias "sdw", but they have a second address
for external use that is "firstname.lastname@example.org". So the problem is that in
Outlook if a user just types in "swh" Outlook resolves both "swh" and
"swhite"...Issue Migrating Attachments in CRM 4.0
We are migrating data to MSCRM 4.0. We're using the Data Migration Manager
and everything seems to be mapping/migrating fine
correctly except for attachments. We have followed the suggested steps in
preparting notes/attachments to be
1) Creating the Notes.csv file with and entity column, a unique id column,
and a filename column (filename of the
2) We have placed all the files that are to be attached, in a sub-folder of
the folder that contains the
Notes.csv file, and named the sub-folder "Attachments".
The files are not that large an...Remote sync
Is there a software out there that I can use to either remote sync my
Outlook contact and calendar from my office to my home pc, or remotely
update the calendar to my home pc without connecting to an exchange server.
I have a standalone desktop running xp and connecting to a cable modem at
home and I want to update my outlook calendar and contact from the office(T1
line). I will buy any device that will do the job. Ipaq, Palm or AT&T
blackberry 7210 or anything works. If there is no software to do this, is it
possible to do it with any other solution.
Any suggestion will be very greatly a...Help w/VLookup
Does anyone know how to use a vlookup, or any kind of lookup formula when
there are more than one result?? ie if I am searching the name of a client,
and want to know who the sales rep is, but more than one sales rep has
labeled the client as "their client", is there a way to see all of the names
of the sales rep that have that client on their client list.
If you just want to see which sales reps have claimed a client, do an
autofilter on the client column.
In article <0ABA6AB9-560A-45E9-B140-C0DE44E831F0@microsoft.com>,
bclancy12 <email@example.com> wrote:
...OneNote sync no linger syncs
I have oneNote 2007 installed on Laptop with Windows Vista. It has been
syncing with my Pocket PC but it no longer does. Updates on either device are
not carried to the other.
I have uninstalled OneNote on the Pocket PC with no effect.
What should I do?
....and I assume you REinstalled OneNote on the Pocket PC? What OS is the
Pocket PC running?
Ben M. Schorr, MVP
Roland Schorr & Tower
Author: The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/ol4law-amazo...WSS Web part for MS CRM
Does anyone know of MS CRM web parts for Sharepoint? or a good resource to
create one? I am interested in giving customers access to info via a portal.
Also, I want to create a customer facing help desk.
Thanks in advance,
Technically, such access would be a violation of the licensing (unless you
bought a license for every customer). Rumor is that there will be some sort
of "portal" type license with v3, but nothing formal has been announced.
MVP - Microsoft CRM
"Tareef A." <TareefA@discussions.microsoft.com> wrote in message
I'm new to MSCRM 3.0 so I apologize if my question is one that may have
recurred many times before.
I'm trying to create a parent/child relationship, like the default
account/parentaccount relationship, using custom entities. I can't get the
"create relationship form" of the custom entity to display the same custom
entity in the "primay entity" field and the "related entity" field.
CRM does not support relationships from one entity to the same entity. You
have to chose two different entities.
&quo...Problem with CRM Mobile
I installed CRM mobile and since then a lot of my services will not start.
Especially the world wide publishing service. I am logged in as the
administrator but I keep getting an error 1068.
...Outlook not syncing correctly
Friday I had a nasty disk failure of a server which services a small
network, it has only about 5 users. It's the only server in the AD,
running as DC ofcourse, W2003 Sp1, Exchange 2003 Sp2. The disk was dead
as dead can be. So the disaster recovery plan kicks in... yeah right.
Last good tape turned out to be from august 15th 2005. Don't get me
started on why.
I put in a new disk, installed W2003 SP1 eval edition (only cd
arround), restored from tape the c-drive, system state and exchange.
After a few reboots solving minor issues about WMI etc, I started
checking my mailboxes. Wit...Outlook today customization #3
Is there any way to customize the Outlook Today screen so
that it shows a shared group calendar, instead of my
personal calendar? Or even better, to configure it so I
have the option of displaying both?
I have the hebrew calendar enabled as the alternate calendar in my
outlook2003. I have the latest version of Active Sync. I am able to sync the
normal english calendar but i cannot sync the hebrew calendar. Can some body
> I have the hebrew calendar enabled as the alternate calendar in my
> outlook2003. I have the latest version of Active Sync. I am able to
> sync the normal english calendar but i cannot sync the hebrew
> calendar. Can some body guide me?
Hi - might want to post in a PocketPC / Activesync group f...Quoting in CRM
I work for a company that sells products similar to a design/printing service.
I have used the demo-lab numerous times but I still find it impossible to
create customer-ready quotes.
I would like simply to be able to select from a list of styles, fabric,
dimensions, and features, and then create a customer-friendly document with
all the details of the customer, final balances etc and then just pdf this to
them. Is all this possible in the CRM platform?
I suggest you take a look at the Experlogix Product Configurator then. It
does it all, except I think for the PDF part, but ma...Automate sync deactivating
We've got about 40,000 contacts in our CRM 3.0 implementation with about 30
owners. We would like to disable the syncing of contacts and the removal of
the CRM-sourced contacts in Outlook in an automated fashion. Is there a way
to do this? We could go around to all of the workstations, but would prefer
a script or something to handle it. I tried playing around with the
SyncContact registry setting in the HKCU\Software\Microsoft\MSCRMClient key,
but it didn't seem to have an effect.
Also, to prevent these from happening in the future, can the installs be set
to default with ...CRM 3.0 and SBS 2003 SP1 Hell solved... a bit.
Well I have spent 3 days and it's 3 am now.. but I have a level of success.
Basically CRM 3.0 was failing the install step at the SQL reporting service
pre install check.
WHAT I TRIED that FAILED
Well almost everyting, like 25 rollbacks vitrual server setups etc.
1. Installing SBS basic
2. Patched to SP
3. Install and patch SQL 2000
4. Manual install of reporting service
5. Patched Reporting service
CRM Failed Preinstall check
1. SBS Basic
2. Patched SBS to SP1
3. Install SQL 2005 including Reproting service
CRM Pre ins...