BCM imports to CRM? Where?!
I've spent five hours online searching the web, microsoft support, CRM help
files, program files folders, etc. and I find hundreds of references that say
"Oh yes, it's easy to import data from Business Contact Manager to CRM 3.0!"
but not ONE single reference on how to do it. Either my search skills are
terrible or this is one well-kept secret.
The Bulk Import Wizard only imports from .txt or .csv files.
Can some please directly answer the question: How do I import from Business
Contact Manager to MS CRM 3.0? Where do I find the tool(s)?
Export...meeting request through email
I want to send a meeting request through email in asp.net (C#). Not
attachment. When the "meeting request" email is received, there are
"accept", "deline" button on it.
I wonder if it is possible. If yes, could please give a code example.
Better ask this in one of the programming newsgroups down the hall. They all
start with outlook.program_
Robert Sparnaaij [MVP-Outlook]
Coauthor, Configuring Microsoft Outlook 2003
Outlook FAQ, HowTo, Downloads, Add-Ins and more
Real World Questio...ZIP/PostCodes and CRM
How do you link the Post Code Database so that when you time in Post Code it
populates the Address fields?
About the only supported method for doing this would be to do something with a
post-callout, but that would not get feedback to the user in a very timely
manner. There are some address verification products that you could try, I know
Quick Address (qas.com) has one that ties into MSCRM.
MVP - Microsoft CRM
On Thu, 25 Aug 2005 05:30:03 -0700, Jim Prendergast
<JimPrendergast@discussions.micr...expand CRM database
could we expand CRM database and add more fields?
Yes this is possible. This is called customization in crm and is possible
for all the normal entities like contacts, accounts, opportunities, leads
etc. Microsoft created a tool called 'Deployment manager' for this which is
delivered with the application.
With kind regards,
> could we expand CRM database and add more fields?
...save to email
I just used microsoft publisher 2007 and made a seven page 8.5 x 11 document
with pictures in it. It only saves it in publisher if I try emailing it it
emails the whole publisher program with the page. The text just saves with
no pictures in my documents. I am trying to email the document. I have
downloaded everything I can find on the internet. When I click email nothing
happens. I have tried to save it as a pdf as a picture and it only saves the
text. Please help....thanks Joy
what email client are you using?
you can't have a 7 page email - emails are not paginated...Outlook Express synchronization of all Outlook email
I recently made the blunder of adding my Exchange Server
into my OE accounts. The next time I accessed a newsgroup
I got to watch as all of my email was MOVED from my OL
inbox to my OE inbox. If only the dialog box had popped up
and asked me if I really wanted to do this!
I have since found the box that deals with synchronization
and chosen the proper format to no longer do this. Is
there any way to reverse the process, or am I stuck with
forwarding myself all 500+ messages. Yeah, I know - that's
why you keep a short list of messages!
You could always try the Import option in...How to automatic sort email into folder plus download the attachem
I have this surveillance camera which will send email when its detected
motion. In a typical day, it will send out hundreds of emails attached with
short video clips of what it detected.
I know how to redirect these email into my designated folder but can the
outlook automatically download the attachement into my hard drive (my desired
folder) as opening each email and save the video clips is troublesome.
Anyone there to help. I believe this is common for nowadays as most of us
have surveillance camera at home.
No, you would need a third party 'attachment...CRM Alerts
This is a comment from one of our clients:
as for the alarms...we’re just working within Outlook right now...I just
don’t understand that a powerful program like this doesn’t have built-in
alarms....that’s just stupid in my book...there should be something with-in
the system...hell simple Act has that...Goldmine has that...and those are
cheapass programs...I could never have conceived a mega program like MS CRM
wouldn’t have alarms...and I can’t make the work flow create an email to
simulate an alarm for a task or call...so I’m a little tee off about that...I
think MS should make a upd...Limiting CRM application ability to aasigning user to approprite CRM security group
IT administrator that I have for client does not like the idea of CRM
application assigning user group automatically. They prefer to do the
security group assignment manually.
Is this possible? What do I need to do to achieve that?
I did it the following way for a customer:
1) You will need to precreate the five groups within your AD. There is no
need of having a own OU (Container, Organizational Unit) for them. Follow the
naming convention of your company or use the default namings from Microsoft
for the five groups. There is no need for your AD Admin to assig...Can we customize CRm to fit our business model?
We're a general agent in the insurance industry. We have several independent
agents that choose to work with us. We want to push & track leads out to
them via email. We're willing to manually track the results. We would also
want to market to the agents in selected counties or regions. We need to be
able to recruit newly licensed agents. We have seminars and additional
training classes we offer. Any suggestions on how to setup & customize CRM to
fit that model? Thank you in advance for your assistance.
Yes, you can customize MSCRM to fit your business mode...Deleting a role in Microsoft CRM causes the Microsoft CRM program to become inaccessible
Does anyone know whether this is still an issue with CRM v1.2? Do I
still have to install the patch as described in this FAQ
Deleting a role in Microsoft CRM causes the Microsoft CRM program to
If you delete a role in Microsoft CRM, the Microsoft CRM program may
Deleting a sub-business role that was inherited from a parent business
causes a Microsoft CRM program to stop working.
CORCEL SYSTEMS SDN BHD, www.corcelsystems.com
We design a...CRM problem #2 #2
I am testing the basic CRM configuration for a client.
I have installed the VPC version on a Windows XP machine and also the
90 day version. on a Small Business Server.
VPC version is here:
90 day if Client and Server here:
On the VPV version, I noticed that Outlook 2003 was there. When I
tried to install the client (desktop) version on the Small Business
I am find an error in this statement, and the error shown is
"Application defined error or object defined error"
ActiveSheet.Range(Chr(r + 64 + 0) & c).Formula = "=index(" & Chr(11 +
64) & "2:" & Chr(11 + 64) & (max_date) & ",match(" & Chr(1 + 64) & r &
",L2:L" & max_row & "))"
The above statement basically used to match the data from one column
with any column, corresponding to the indexed column. used for
matching dates and times
Could any one please solve this
First, you can use oth...Email Router #4
I have one problem I have CRM 4.0 with email router and Exchange 2003 on my
network, I give to my exchange Relay acces from my CRM.
All Mails whit my domain @asasasa.com its works fine, but when I send mail
to outside @hotmail.com fails
From CRM Y type Telenet port 25
Unable to relay
Does any help Me ????
Victor - did you stop and re-start the SMTP service after making your
changes to the relay settings? i think you need to restart the service for
those changes to take effect.
"Victor ...large emails are being blocked
Can someone help me to diagnose where the problem could be why large emails
are being blocked.
This is what folk receive:
email@example.com with "Diagnostic-Code: smtp;450 5.2.3
Msg Size greater than allowed by Remote Host.
This is coming from the mail server that receives our emails and then
forwards them onto our FE server. Between server1 and our FE server is a pix
and a ISA 2004 server.
The email size that is failing is 9mb.
Here are all the settings I can find:
Gloabal settings > message delivery > defaults 10240kb
FE server Default virtual SMT...CRM Objects in MS Word Templates
I got a problem with the Merge function of SFO. When I want to write a quote
in Word so a use the option in the menue. I select a template from word and
then I am asked which Objects I want to include in the document.
I want some information from the products, a custom field I integrated.
Problem is, I cannot slect it in the document, so I digged a little bit in my
I am able to select some information from Products, attached to a quote. For
example the name or the productID are neither in the quote object nor the
quote-detail object, only in the product object. So, obv...OL 2003 junk email filter not applied
i have previously been able to filter junk email using
the parameters in filters.txt, located in C:\Program
Files\Microsoft Office\Office10\1033. I have
tools|organize|junk e-mail enabled for junk and adult
After installing mcafee virusscan this feature seemed to
be disabled and emails are no longer filtered according
to the parameters in the filters.txt file. The filter
file seems to be intact.
mcafee is clueless and directs me to microsoft.
Can someone help me with the following statement:
It returns DIV/0, but it should return a proper average.
=AVERAGEIF(Range, ">" & NOW()-INT(NOW()) , Sum Range)
> Can someone help me with the following statement:
> It returns DIV/0, but it should return a proper average.
> Thanks, Roy...Using Windows Service and CRM
Happy Holidays, All!
This isn't covered in the SDK, that I can see, but we have a service running
that needs to query the CRM database (using the SDK) - but it is running on
an application server out side of CRM. We can do this with impersonation,
using an existing user in CRM - but the password needs to be hardcoded that
way - making it necessary to revisit the applicatin every 90 days...
Any other thoughts on how to run a windows service against CRM?
Ideally (and technically, legally), the service sould have it's own ID.
What we've done though i...Is there a way to share your calendar to other users in CRM sales.
...Reminders in CRM
Can I set reminders in CRM? If I am replying to an email, I see that I can
set a "Due" date, but there doesn't seem to be any option for setting a
There is nothing that "pops-up", if that's what you mean. but the "my home
page" view in the CRM summarizes upcoming and past-due tasks.
"BM" <BM@discussions.microsoft.com> wrote in message
> Can I set reminders in CRM? If I am replying to an email, I see that I can
> set a "Due" date, but there does...CRM Forms
I'm new to CRM development and am looking for a HOW TO on creating CRM forms
from scratch. Could some one please point in the right direction?
Check out the MS CRM Sandbox (where you can download the SDK) and the book
called Working with Dynamics CRM 3.0 by Mike Synder and Jim Steger... Also
the Customization training manual AND the Customization Certification
Anne Stanton, MVP-CRM, MBA/ACC
The Norwich Group
"Joe" <firstname.lastname@example.org> wrote in message
We are currently converting ACT data to CRM and need to know how to handle
the groups in ACT in CRM. We have 47 different groups setup, and the records
could be part of 1 or more groups.
Any help would be greatly appreciated!
Tara Sifuentes, CCDA, CCNA
What does a group in ACT represent?
"Tara Sifuentes" <Tara Sifuentes@discussions.microsoft.com> wrote in message
> We are currently converting ACT data to CRM and need to know how to handle
> the groups in ACT in CRM. We have 47 different groups se...Upgrading From CRM Trial to Full Version
We ae running CRM 3 trial version, and have brought a valid license for
the server and 20 CAL's. Now the problem I haver is that we have bought it
under a volume license agreement, so don't have a License Key to upgrade the
trial version. I assume I have to install the CRM a fresh? or possible
upgrade the trial version via a CD?
You possibly will have a product key in eOpen (online tool) If so you can
use license manager on the CRM server to apply the server and user licenses.
Check with your supplier if this is the case..
MCDBA 2000 | MCITP DBA 20...Setup/Publish Reports for MS CRM 4.0 Professional on Separate Server?
1) I installed MS CRM 4.0 Professional on ServerA and specified that
the data and report server will be ServerB.
2) No default reports were installed to ServerB; however, it does
appear to have created a DeploymentName_MSCRM folder in Report Manager
3) I then read somewhere that "MS CRM SRS Data Connector" needed to be
installed on the Report Server (ServerB) so I subsequently did that.
How do I get the reports installed to the DeploymentName_MSCRM folder
on ServerB now? Instructions I've seen mention running
PublishReports.exe FROM THE REPORT SERVER to do that bu...