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CRM Sales for Outlook and Zonelabs firewall
Does anybody know a workaround for using CRM SFO in conjuction with Zonelabs Integrity Flex Client? My company has recently deployed CRM and the Outlook addin does not play nice with Zonelabs. SFO will display data fine but when to try to add a record such as a contact, activity, etc... the initial editing window will launch, but when you apply the change the form will either clear or return a blank IE window. When Zonelabs is shutdown it works fine. Our goal is to not have to shutdown zonelabs but tweak it so both can run on the systems. Any ideas??? Thanks. ...

XP and Outlook different than CRM client?
Is it possible or supported to install CRM 3.0 English Outlook Client Laptop version to operating system which is not English version. Or is it supported to install different version of Laptop Client than Outlook is. For example finnish version of CRM client to english version of Outlook. Hello Mikey, Is it possible to install different language versions of you CRM Client then the language of Outlook BUT please NOTICE that you will get a mixture of 2 languages. Because CRM is integrated in Outlook you can see for example: English Outlook Finnish CRM CRM buttons in finnish and you con...

CRM SFO, What Will Happen w/ This Contact Upon Syching?
I have a user who is currently offline. He is entering/populating a CRM contact from within Outlook -- The contact has a green icon and has a 'Open CRM Contact Forrm' button upon opening the contact. If the user populates the "Company" field for this contact (performed by clicking and typing) from the all contact view and not upon double-clicking the contact, what will happen if anything when he goes back online? He's worried something may get overwritten or duplicated. Thanks! Anyone? "JawKnee" wrote: > I have a user who is currently offline. He...

Upgrade Money 2001
I started out with money 97 IIRC and upgraded over time through 98, 99, 2000 and 2001 where I've stayed since. I've seen lots of 2nd hand versions on ebay, 2002,3,4 very cheap. I've read the 2005 is not worth the upgrade, but are any of the more recent versions worth the upgrade? thanks Mark. 2001->2004 might be worth it. It will change the way scheduled bills are handled and portrayed. Some don't like the change. Many of us got used to it and prefer some (but not all ) of the new functionality that came with it. M04 will likely be slightly faster than M01, but YMM...

CRM 4.0 attachments to campaigns
All, Anyone know if its possible in 4.0 to add an attachment to a campaign activity email so the end recipient gets it? Im pretty sure in 3.0 you could do it, but I dont see it in 4.0. After I make a campaign email, I look at the emails generated, and low and behold, there's an attachment tab. I dont know how to use the SDK to make a custom addin or anything like that, and we cant purchase any add ins because they call cost too much for our budget. does anyone have any ideas? Hi Michael, This feature is not available emails generated from a campaign. (I know, it's a shame) We ...

Full Potential: Data slugs in marketing campaign email templates
Have been sending Direct Emails as a newsleter with Email Templates that have data slugs in it. Works beautiful. Would now like to begin tracking them by Marketing Campaign and realize its full potential. Is there a way to plug data slugs into a Distributed Campaign Email activity? Mail Merge through Word is an awfully awkward way to do it. Or perhaps a way to use an email template when distributing campaign activities? Much thanks. ...

CRM Not Sending E-Mails...HELP
Last week we changed the default listening port of CRM from 5555 to 80. Now, for some reason, e-mails sent from CRM through Exchange is not going anywhere. We can still use CRM, but only e-mails are not going thru, and no errors are appearing in the Exchange event log. Any suggestions? Thanks Make sure that you've updated the URL in the registry. HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM "circulent" <circulent@discussions.microsoft.com> wrote in message news:6DE7316D-A4E2-4BFC-83DB-F9CEAD8CAAFF@microsoft.com... > Last week we changed the default listenin...

LEFT and RIGHT full words
I have a catalogue which I need to upload into a purchase orderin system. However field length for description is limited to 4 lines o 40 characters. All of the descriptions are less than 80 characters s need only be split into two. The problem I am encountering is that once I use the Left function t take the first 40 characters and the RIGHT funtion in conjuction wit LEN for the remainder the split often occurs part way through words. Is it possible to use these functions to also find the nearest space t use as the split point? The two formulae used are below; LEFT(B1,40) and =IF(C1<4...

Sending external email from CRM 3.0 #3
We cannot send external email from CRM, only internally. The Exchange and CRM servers are on different computers. I followed the troubleshooting steps outlined in KB article 939402 but still same result... Any ideas? ...

SBS2003 Exchange mailbox store drive full
Hi all, Having problems due to lack of space on a customers D drive which runs out of space and dismounts the mailbox store. I have deleted emails and cleared space, which only creates a 100Mb or so. Presumably I now need to eseutil /d but there isn't enough free space on D: drive to do this with the mailbox store being around 20Gb. There is an additional data drive installed, so if I dismount the store and do a Eseutil /d /t "f:\temp.edb" will this do the defrag and then copy back/reduce the size of the original file, or do I then need to delete and copy ba...

Promoting activities in outlook to CRM for other users
I am an Executive Assistant and I need to be able to promote my boss' emails to CRM in certain instances. I currently am unable to do this although I can view, edit, and delete their emails. Is there a way to do this? If it is technical, I would appreciate it if you could provide coding or a more detailed response to assist me in resolving this problem - I'm a Newbie. Thanks. use Email to case. There is an other option to use Customer Web portal to send emails to CRM / Create incidents through web interface, see my customer portal documentation for more details. -- Happy Pr...

Simple Javascript to get the current CRM user
I'm looking to add an OnChange event to restrict changes to a certain picklist field in the Account table. Simple logic, except I can't seem to figure out who the current user is... This has to be a simple one for you JavaScript jocks, and I'd really appreciate your saving me hours... Many thanks, Dave ...

Synchronization problems with CRM 1.2 in Outook
Hi Everybody, I have been encountering some problems synchronizing my Outlook installed with CRM client 1.2. The synchronization will fail whenever I try to sync. I can't take my information offline. Can anybody help me out with this?? Thanks Jeremy Please give us more information such as any error messages you get "Jeremy" <jeremy_x25@yahoo.com> wrote in message news:a60801c4356e$f90cb210$a301280a@phx.gbl... > Hi Everybody, > > I have been encountering some problems synchronizing my > Outlook installed with CRM client 1.2. The synchronization > will...

MS CRM Workflow Manager
Hi I just isntalled MS CRM on the server, and created users, including an admin user from the CRM Deployment Manager. The problem i face is, whenever i try opening the Workflow manager, it gives me authentication error saying I do not have sufficient privilage to run workflow manager. Am i missing anything? I am logging in locally and through terminal services to the server, same problem. Thanks, Ash Ash, Did you assign a license to your Admin user? The Admin user is added to CRM during the instal, but a license isn't assigned to it, you need to do that via the web app Also, are...

CRM 3.0 Outlook Client and Connecting to EXSRV message
CRM installation is working great. I have a few client machines with the CRM Outlook client that seem to have an issue connecting to the exchange server after CRM client was installed. The users are plagued with notifications of retrieving data from exchange server. The clients have different Window versions and different office version all complying with install requirements. The only thing that I can find that they have in common is that their inboxes contain 10s of thousands of messages in their mailbox inbox. Could something to do with the CRM sync process have something to do with ...

Upgrade 7.5 to 9.0 and Palettes
I am in the process of planning an upgrade from 7.5 to 9.0 and found out that Palettes went away in Version 8. Has this caused anybody any issues in Security setup after the upgrade to 8 or 9 from 7*. Actually palette security is no longer an issue in version 8 or 9. The palettes are built at the time the user logs in. If they do not have security to a paticular window it will not show up on the palette. Not having palettes does take a little getting use to, but there are ways to deal with that as well. -- www.fmtconsultants.com "Charlie Zarzour" wrote: > I am in th...

Creating and adding a Report in CRM 3
The report manager provided by Microaoft is for CRM 1.2.How do I create a report and add it to CRM 3. Can I still create it in Crystall reports and then add it to CRM 3.(I ahve done this for CRM 1.2) Need guidance Thanks & Regards SAM Sam, CRM 3 uses SQL Reporting Services, imo a superior product than Crystal. In v3 you can use the advance find to construct queries. Its a much more dynamic reporting tool. If you created your Crystal reports then you should have no problems recreating them in SQL RS. If you dont want to however i beleive there is a method of using your Crystal repo...

Dynamic values for picklists in workflow CRM 4.0
I have a custom entity, with two dynamic picklists I have the exact picklists in the account form I made a workflow to create a new account from the custom entity, the problem is that I can’t set the picklists values for the new account as dynamic values from the custom entity. It works only with text fields. Any idea how to make this happen? thanks in advance You can use the custom workflow /plugin to update the related entity with picklist value. OR if you want to create the account manually from the custom entity then use the mapping. ------ Aamir Blog = http://mscrmsupport.wor...

Upgrade from 2004, balances wrong
I just upgraded from 2004 to 2005 and all my opening balances were lost. I have been using Money since the 1999 version and never had such an issue. Does anyone have a way to correct this without having to uninstall 2005 and go back to 2004? In microsoft.public.money, DAmon wrote: >I just upgraded from 2004 to 2005 and all my opening >balances were lost. > >I have been using Money since the 1999 version and never >had such an issue. Does anyone have a way to correct this >without having to uninstall 2005 and go back to 2004? If you know the correct opening bal...

Upgrading from Great Plains 7 (SQL) to Great Plains 8
When upgrading from Great Plains 7 to Great Plains 8 will all dexterity and other supported customizations be persisted? I would doubt it since some there were changes in some of the tables. I know that some of our customized reports, specifically Purchase Orders and most of the documents in Sales Order Processing that we customized had to be redone. "GaryG" wrote: > When upgrading from Great Plains 7 to Great Plains 8 will all dexterity and > other supported customizations be persisted? Hi If you have had any bespoke work added to your v7 GP, you will need to up...

Insurance quote handling in GP 8.0 with CRM interface
Hi We are using MSCRM and MS GP 8.0 to handle the finances. We are currently trying to design a quote engine for an insurance application but we are struggling with the best way of doing this in GP (we are CRM people first and foremost). We have several thousand possible price points and we had initially thought about giving each unique "combination" of insurance variables a pseudo-SKU so that GP could hold the price for it. Insurance pricing is different from your normal product in that you can sometimes have the same product with two different prices depending on whether y...

GL Historical Trial Balance Subtotal by Month
The GL Historical Trial Balance Net change column is incorrect when Subtotalling by Month or Period on GP 8.0. I see this was reported in Techknowledge 38941. Is this fixed or scheduled to be fixed in a service pack? Thanks. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the mess...

Upgrade Question regarding Exchange 2000 to either 2003 or 2007.
We have a windows 2000 server environment running a single Exchange 2000 Enterprise server. Doing some research and its obvious Microsoft prefers me to jump to 2007, but I personaly think it would probably be wise to upgrade to 2003 Exchange Enterprise server. Ill be introducing the server initally and ideally just moving all the mailboxes to the new 2003 server. Any recommendations? How heavily do you use public folders? How many users are you talking about? How big a store? What sort of users? There are about 100 other questions that need answers before handing out a blanket re...

Cannot install CRM...completely
While installing MS CRM server the installation gets about half-way through when it asks for a Crystal Enterprise 9 CD. In a previous post it was stated that the CD may be defective. We ordered a second set of CDs, and had the same result. The installation is not on a DC, nor does the server have, or have ever had Crystal reports on it. I have unsinstalled CRM, cleaned ther registry of all traces of CRM and Crystal. Any help would be appreciated. ------=_NextPart_0001_6667B81F Content-Type: text/plain Content-Transfer-Encoding: 7bit Hi~ Can you check on the CRM server within the se...

Flagged Items are missing after Snow Leapord upgrade
Version: 2008 Operating System: Mac OS X 10.6 (Snow Leopard) Processor: Intel Email Client: Exchange Hi, <br><br>I just upgraded one of my users Mac Book Pros to Snow Leapord and now his Flagged emails are gone. Not the emails themselves but all the flagged items. When I log into Webmail, I see all the flagged items but not in Entourage. Anybody have any ideas on whats wrong or how I can recover the flagged items? Any help would be great. Thanks in advance. <br><br>Robert ...