multi-user / microsoft-contacts
Is it possible to use Outlook - Contacts for a multi-user application.
I have six computers networked in my office / can we install Outlook to the
local drive and share the same data from a network drive. Is there anything
special relative to installing Outlook // would it have to be installed
locally AND on the network -- OR ONLY ON THE NEWWORK.
Can users access the SAME database simultaneously, if they are all sharing
the same Outlook.pst file???
Outlook can't share its files directly. See
http://office.microsoft.com/en-us/assistance/HA0114775...Contact Search Issue
I am having difficulty searching for a contact by Last Name. Here is
what's going on:
I have imported data from Excel spreadsheet. Import looks good. All the
data has been imported as expected.
Now, the contact data in Excel did not have two separate fields First
Name and Last Name; rather it only had one field called "Contact Name"
that contained both first name, last name and that's how the customer
wants it to be. They do not want to have two separate fields for name.
So when I imported the data into CRM, I imported contact name in Last
Name attribute of contact en...Calendar and Tasks
Is it possible to have the tasks show up on the calendar?
No. Only beside it.
you can drag a task to the calendar if you need to assign a time to it.
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)
Outlook Tips: http://www.outlook-tips.net/
Outlook & Exchange Solutions Center: http://www.slipstick.com
Join OneNote Tips mailing list: http://www.onenote-tips.net/
"Scott Viney" <scott@kar...Migrating from BCM to CRM
I am working on migrating from Business Contact Manager to Microsoft CRM 4.0
and I have been getting very frustrated. How does one move from one product
to the other if you can't export vital data? All the notes, emails and
critical data entered about a customer cannot be exported from BCM?
Does anyone know of a tool that could be purchased that could do this? I
asked several "migration specialists" and they all tell me know to move
contacts and accounts over. I have completed this. I want the vital data
entered by the users moved over.
I don't want to start ...Count Records By Quarter
I currently have a database of employee complaints that has fields similar to
Date Type of Complaint Action Taken
I need to set up a report that lists the types of complaints down the left
hand side and then shows the number of those complaints by quarter. For
Quarter1 Q2 Q3
Human Resources 1 1 0
Payroll 2 0 0
Compliance ...Data Migration Manager for CRM 4.0
I have just successfully installed CRM 4.0 and life is good. My next mission
was to install the data migration manager and attempt my first data migration
from another system. I was able to get the tool installed, but immediately
ran into the error:
The Data Migration Manager encountered an error while setting up the
temporary migration database.
After reading the readme file, I deleted the UserReplicationID from the
registry as it advised. I restarted the Data Migration Manager and still get
the same message. Does anyone have any insight into what other factors might
contribute to ...Outlook Task Failure
Whenever I try to assign a task in Outlook 2002 I get an error
"Could not complete the operation. One or more parameters are not
Does anyone know how to get around this?
Thanks ...... Craig
*** Problem Description ***
Action (A): When trying to save a task item there is an error.
Result (R): Could not complete the operation, one or more parameters are
Cause (C): Corruption to the tasks folder.
<><><><><><><><><><><><><><><><><><><><...Concatenate Tasks With Summary Tasks in Reports
I think I have found in other posts but I want to ask directly just in case
someone else has other info...
Can MSP concatenate each task in a report with its summary tasks? Without
this, I don't know what part of the project each task pertains to. (Example,
does "Buy space" pertain to the April or May set of tasks?) If I add a
breadcrumb to each task in the entry view, not only is this time consuming
but I also can't read the entry view as well as before.
This limitation severly cuts down on the usefulness of the reports for me.
In article <FFB3AE7E-881E...Problems running Duplicate Detection in CRM 4.0 in web interface
When I click on Workplace -> Duplicate Detection, I receive the following
"Error: An error has occurred. Try this action again. If the problem
continues, check the Microsoft Dynamics CRM Community for solutions or
contact your organizations's Microsoft Dynamics CRM Administrator. Finally,
you can contact Microsoft Support."
Duplicate detection is enabled and there are several duplication rules that
have also been created. Those rules also can be published without error.
In researching this error, the only thing I can find that has been suggested
is that there i...unable to record macros word 97
Users are unable to record macros following changeover to
Active Directory. Any help much appreciated.
you may post this in the Word newsgroup :-)
> Users are unable to record macros following changeover to
> Active Directory. Any help much appreciated.
...Syncing contacts with BlackBerry
Operating System: Mac OS X 10.6 (Snow Leopard)
Email Client: Exchange
I have organized my Entourage contacts into a series of subfolders. It appears that the Entourage sync interface only allows one folder to be synced. Is there a way to sync all of my folders with the Mac AddressBook and my BlackBerry without having to move all of my contacts into one folder. Also, is there a way to use the Entrourage Category as an Address Book group. <br><br>Thanks, <br><br>Lowell aka Cyberclops
On 2010-01-11 11:35:55 -0500, cyberclops@office...CRM Task question
I have a question regarding CRM task and Outlook Task on CRM v1.2, here
is the scenario:
"User A uses "CRM Task" on Outlook Sales Client to create a task and
assign to User B
User B updates the task on Outlook only and reply (or assign) back to
Will the updated task (from the Outlook side) be the same updated task
on the CRM if we don't use Online or Offline feature?"
Because what happen is my user (user A) showed me an error message
stating that there is an error synchronized task (from Outlook) to CRM task.
She didn't use synch...Alternative to the Email editor in the CRM
I use the outlook interface to send emails and link them to the CRM to keep
records. this is fine. However, when I open a recorded email within the CRM,
it is the CRM editor which is used. I found it very very poor. Is there a way
to use within CRM the outlook email editor?
...HOWTO CPU intensive task without make GUI not responding?
How to make a CPU intensive task without make GUI not responding?
For example, i want to show the user a progress animation during the
but this animation is blocked until the task has finished...
On Mon, 12 Jan 2004 16:28:59 GMT, "michele" <email@example.com>
>How to make a CPU intensive task without make GUI not responding?
>For example, i want to show the user a progress animation during the
>but this animation is blocked until the task has finished...
Run the task in a low priority thread.
...RMS 1.3 integration with GP 9.0
Our company is planning on upgrading our Great Plains (Dynamics GP)
installation to version 9.0. We are trying to determine if there are any
products on the market which will integrate RMS version 1.3 with GP 9.0,
particularly the general ledger postings, sales transactions, and inventory
transactions. I know there are several which integrate with previous versions
of GP, but we are looking for something which is specifically certified for
version 9.0. If you are aware of any such products, we would appreciate the
The Worth Collection
...Sharing Tasks in the 2007 versions of Project and Outlook
I would like to export and work on my Project 07 tasks in Outlook 07. I am
aware of how I can export them but this does not keep the link with Project.
Could anyone tell me if there is a way of doing this in Microsoft or if
there is an add-in I could purchase.
This is a multi-part message in MIME format.
Welcome to this Microsoft Project newsgroup :-)
You might like to see Companion Products an...Integration Manager
We just upgraded from Dynamics GP 7.5 to 9 and from Integration Manager 6.5
to 6.7. In uploading a journal entry, 2 of our employees in one location are
getting error messages, but when I do the same upload with the same files,
the upload goes through with no problems.
The error they are getting is: "Field 'Entries.Account Number' does not have
a default value". The upload rejects the first two journal entries in the
batch with this error and then takes the other journals with no problems.
This has happened on several different journal batches.
We all are accessing GP...CRM AD Connector
I am searching for a connector to publish my MS CRM contacts into
active directory as AD contacts. Does anybody know where I can find
such a solution ?
Hi there UnTo, I doubt this will help you too much as I don't have a
specific recomendation other than to say that I know it is possible. If you
have a good VB.Net or C# programmer available, you can use the CRM API to
load all of your contacts and then use the .NET APIs
(System.DirectoryServices) to create the contacts with a fairly straight
forward foreach. You could even write that and add a bit more code to
cr...Creating a Pivot Table via Macro
I have an Excel workbook that is getting generated from another tool (Quality
Center). It has output data on a tab called "FailedBlocked" and another tab
that is empty called "TC by Def".
I have recorded a macro to create the pivot table. The code Excel creates is:
ActiveWorkbook.PivotCaches.Create(SourceType:=xlDatabase, SourceData:= _
"FailedBlocked!R1C1:R1090C13", Version:=xlPivotTableVersion10). _
CreatePivotTable TableDestination:="TC by Def!R1C1", TableName:= _
"PivotTable1", DefaultVersion:=xlPivotTa...Tracking Links in CRM 3.0
I wanted to know if anyone had a method of :
1) tracking users click throughs in crm 3.0 in sent e-mail. It would
be great to know which links users clicked on.
2) Sending html/css e-mails to contacts. This also cannot be done out
of the box.
Any suggestions would be great, especially solutions that don't
involve buying 3rd party software. If there is a way to modify crm 3.0
with crm sdk to do these please comment.
...Task Scheduler error
A long time ago I scheduled a task to load up a certain
utility at 7 am. However, I've just realized it never
gets loaded. I went into Task Scheduler to see what's
going on, and as it opened I get this error:
"An error has occured for task Reminders - owner. Error
message: the specified account name is not valid"
I'm looking at my task and I see that "When running a
task, use the following user account" is set to "RICK
\owner". I'm not sure how to check if that's a valid
account name. I don't log on to my computer wi...HHow to copy contacts/address book
Is there a facility to copy my address book from Office 2003 to 2010
The same way as before, and has allways been since outlook 2k
"DAR" <DAR@discussions.microsoft.com> wrote in message
> Is there a facility to copy my address book from Office 2003 to 2010
Since Outlook does not have an address book you'll need to clarify what you
want to do.
"DAR" <DAR@discussions.microsoft.com> wrote in message
...Not incoming external mail to CRM queue
I have read the Implementation guide, and have done exactly as they have said.
I have created a disabled user as per the spec and done both CRMEmailEnabled
and "Associated External" on the exchange advanced in AD.
I have created the queue and set the labels correctly.
I am not sure what else i could be missing.
I can´t receive email from external domain to CRM queue.
Microsoft Exchange Server 2003 infrastructure work very good...
have you installed the CRM Exchange Router? if so, are there any errors in
the event viewer on the exchange server?
"A...CRM 4 Disaster
Ok so I moved a crm installation from one machine to another not
knowing that Microsoft conveniently doesn't change the sql connection
string when you do this. The machine crm was working on crashed. I was
able to get the db off the hard drive after many hours but not a
backup just the mdf's. After running some sql commands I'm able to
access the mdf's I pulled off the crashed hard drive. Has anyone ever
experienced this issue? How did you get all your data from the old db
into your new db. Thank you
try to "import an organization" and then specify your database...task pane correction
To make the task pane go away I went under Help - Microsoft Excel Help- See
Also - then clicked on - Online Content Settings and unchecked- Show Template
help automatically when available.
Diane @ SPSCA