Associate e-mail to cases, from MBS Sales for Outlook to CRM!
How I can associate emails to Cases from the Client Sales for Outlook to CRM?
In the Outlook message, on the Microsoft CRM toolbar, click Regarding. (The
Track in CRM button is automatically selected as well.). In the Look Up
Records dialog, in the Look for box, select Case and any additional search
critieria. Click Find. Select the Case you want and then click OK.
The E-mail will appear in the History area of the Case.
Crystal L. Smithwick
Microsoft Dynamics CRM
Want to learn more about how to use Microsoft Dynamics CRM 3.0?
Visit http://www.micr...Formula To Bring The Best Name
I have a worksheet that has 9 suppliers names in (C4:L4), there costs for a
item in (C19:L19) I want to bring the cheapest suppliers name into cell M4.
Peter, I remember I replied to your post yesterday. Didnt you tried that ?
> I have a worksheet that has 9 suppliers names in (C4:L4), there costs for a
> item in (C19:L19) I want to bring the cheapest suppliers name into cell M4.
> Need Help!
Thanks that's great, I missed your reply yesterday.
"J...Easiest way to create a link?
I'm just creating a simple link by typing the following:
in the obvious format of
What's the fastest and easiest way to do this in excel? Currently, I
have to type everything and it can be annoying flipping back and forth
etc. It seems that there should be some sort of intellisense or
something that would fill in the formula automatically for me or
perhaps a way I can click "Create Link" then click on the cell on
another worksheet to link to it.
-----------------------------------------------...Search for Uncommitted PO Quantities From Sales Order Processing
Hello, I need help understanding this option in POP setup. The help
"Indicate whether you want back-ordered quantities from Sales Order
Processing to be linked to existing purchase order line items with
uncommitted quantities. If you don't mark the selection, new purchase
orders always will be created to fill Sales Order Processing
Does this option mean that GP will automatically search out
backordered sales docs and automatically link them to purchase orders
that have available quantities that are not already committed to sales
Then...Is there a way to configure a cell so when I click on it a check .
How much should I make the check out for?
How about using the body of the post for the message?
Please keep all correspondence within the Group, so all may benefit!
"gil" <firstname.lastname@example.org> wrote in message
Right-click on the worksheet tab, View Code, and paste in
the code below:
Private Sub Worksheet_SelectionChange(ByVal Target...Pivot calculations, is it possible this way?
I've a datadump from a database containing work hours from five different
departments, categorized as several different types like 'sick leave', 'on
training' etc and of course the usual workstuff categories...
I'ld want a pivot table of a specifik work type per department, like 'on
training', but I'ld like the value to be proportional to the amount of
personal on that specific department. Is that possible, how?
Any help would be appreciated!
I can only assume that you already have the pivot table there...
on the top left of the ...Non-VBA way of making custom menus.
Sorry for the new thread but even on Google, the thread isn't showing up.
Well, it was SOOO easy, as I knew it would be. The webpage I quoted in my
message this morning didn't mention the "New Menu" at all!
So, here is the non-VBA way to create a custom menu:
- TOOLS > CUSTOMIZE
- under the categories available choose NEW MENU and then drag the NEW MENU
option under the Commands window up to the menu bar (like D'UH!! <lol>
Wish all those hours spent searching yielded webpages that gave this! <g>)
- THEN one can go back to the MACROS category a few line...Calculate a forecasted increase using a Absolute Ref
I am new to Excel and i am wanting to know how to Calculatet a Forecasted
Increase using say P1 as an Absolute Reference and calculate the percentage
increase on a monthly income.
This is so the formula could then be replicated across without having to
re-type the information in the Ref Cell
...Line of best fit on a Histogram
Does anyone know if its possible to draw a line of best fit on a histogram. I have worked all the line of best fit points but i cannot seem to get it to draw itself into the histogram
Thanks for all your help!
...Way of making an object with a greater number be given a point....
Hi, I'm trying to produce a Sports League Table on Excel. Is there any
way that I can make Excel recognise that when a team scores more goals,
they are automatically given a win in the league table? For example, if
i have Team A 5 - 0 Team B, how do I make excel give 1 win to team A in
the league table? Please help me as i need it for my school work asap.
Thanks, it will be much appreciated.
petros89's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=24645
View this thread: h...Best Approach to data storage in memory
using VB.NET i have the following design / implementation issue.
We're designing an insurance underwriting project, which i describe a bit in
For every insurance policy there could be an undetermined number of
properties to the policy (for example property investors etc).
my question is what would be the best way to store these in memory before
commiting them to the database while performing business logic.
My question is what would be best for editing entries? List(of t) or
Many thanks for your help
"Simon Whale" &...What is the best practice for categorizing Home Improvements?
I have the following accounts: Home (Asset), Credit Card (for Home
Improvement Store) and Checking (used to pay credit card). I download all
transactions from card accounts.
I realize that by categorizing charges to the credit card for Home
Improvements as "Transfer: Home" successfully reflects increased value to my
home and this is needed.
When I make a payment to the credit card from my checking, I categorize
it as "Credit card Payment/Transfers" and this is in my Budget.
When I download my statement for the Credit Card account, I categorize
the...Which computer program is best to tally time spent on each project
Does anyone know which computer program is best to tally time spent on
each project so that I can keep a running total?
Do I need to set up an excel spred sheet to do this?
Is there something connected to a dayplanner program that would allow this?
Sounds like MS Project to me.
"antiamazon" <email@example.com> wrote in message
> Does anyone know which computer program is best to tally time spent on
> each project so that I can keep a running total?
> Do I need...Best Super money transfer site for you......money...money...money...money...
The best site for your information all about money http://www.supermoneytransfer.info
...Sales Order Fulfillment with qty fulfilled zero
Using an Order ID that has “Use Separate Fulfillment Process” checked; and
once in the Sales Order Fulfillment window there is the following example:
The "Qty Ready to Fulfill" is 10; enter 8 in "Qty Fulfilled"
The "Qty Ready to Fulfill" will automatically become 8
If 0 is entered in "Qty Fulfilled" (instead of 8), the "Qty Ready to
Fulfill" remains at 10.
Would like the "Qty Ready to Fulfill" to become zero, and "Qty to Back
Order" of 10
This post is a suggestion for Microsoft...Simplest way to backup Outlook?
Could a few MVP's offer a definitive answer on this...
I'm using Outlook2003 with BCM. There are lots of help menu's on backing up
things. All I want is a fast, simple *total* backup (I'll put it on a CD or
another PC) in case lightning hits this PC and I have to reinstall Outlook
and retrieve my data. So...
If I simply *copy* my Outlook.pst file (mine's 39MB), isn't that all I need?
Isn't that a 100% copy of my entire Outlook* (email, calendar, contacts,
everything) ...and if I had to reinstall Outlook, all I'd need to do is copy
this file on top of the ne...EXCEL- Is there a way to slow down the calculation speed?
I have a spreadsheet which has a large amount of DDE links int
bloomberg. They have recently updated their API DDE so that the updat
frequency is alot higher than before. This is causing the spreadshee
to recalculate to often (pc running close to 100pct all the time). I
there a registry value I can change that slows down the frequency o
excel updating. I dont want to change to manual update due to the fac
the spreadsheet has to be live and updating price changes. Any ideas
Message posted from http://www.ExcelForum.com
You could se the calc mode to manual and then use a mac...Is there another way to administer folder-level security without using outlook?
I have some Outlook web access only users who would like to share a folder
with other users. The only way that I know how to do that is in outlook '03
(right click the folder, properties, permissions tab, Add...).
Is there a way for the user to do this themselves via OWA?
Alternatively is there a way that I can administer this with the exchange
system manager or some other MMC snap-in.
On Tue, 18 Jan 2005 08:11:38 -0500, "Stephen M"
>I have some Outlook web access only users who would like to share a folder
&g...Backslash "\" is being added to XML Attributes, Is there a way to get rid off it?
I have not encountering this problem 'till I got VS.NET 2003. Check my xml
below how the backlash is added. I tried all possible ways to replace it but
nothing happens. Any help will greatly appreciated.
> I have not encountering this problem 'till I got VS.NET 2003. Check my xml
> belo...best practice question
I am looking for some suggestions on how to handle a specific scenario. I
know there are quite a number of different ways to do this, and I am looking
for comments from the CRM team, other partners, and customers on their
experiences with this scenario to determine what the best practice would be.
Scenario: Tracking job applicants and opporunities.
Companies have a number of job postings/opportunities, or even open
opportunities for particular roles (ie: web developer). Companies receive
job applications with resumes from applicants. Follow-up phone interviews
and in-person interv...Is there a way to set up a custom paper size?
I recall being in a seminar/workshop and someone mentioned using a plotter
with Excel for very large paper sizes. However, I cannot find anyway to
customize the paper size.
Customising print settings in excel is controlled mainly by the print
driver. It will only give settings available in that
Microsoft MVP - Excel
"rkstorey" <firstname.lastname@example.org> wrote in message
>I recall being in a seminar/workshop and someone m...Simple way to count by month?
Hi I have a table that is just a list of serial numbers and dates that they
Is there a simple way to build a query that will just list the total serials
numbers by month, i.e.
Dec-07 - 566
Each serial is on its own row. Getting the number sold by day is simple, but
grouping and suming these to months has me stumped.
Thanks - Steve
I used this if anybody else is looking
SELECT Format([SQL_DELIVERY_DATE],"yyyy mm") AS MonthSold, Count(*) AS Total
GROUP BY Format([SQL_DELIVERY_DATE],"yyyy mm")
...SBS 2003 Best Practices Analyzer problem
I downloaded and installed the SBS 2003 Best Practices analyzer on a SBS
2003 R2 server and when I launch the program I receive this error:
SBSBPA.exe - Common Language Runtime Debugging Services
Application has generated an exception that could not be handled.
Process id=0x3e0 (992), Thread id=0x20fc (8444).
Click OK to terminate the application.
Click CANCEL to debug the application.
Anyone have any ideas?????
Re-download and then reinstall?
Merv Porter [SBS-MVP]
"C...Free, Live E-Mini Forecasts
These people are forecasting the e-Mini live all day at no charge.
And I should care about that why?
"Trade" <email@example.com> wrote in message
> These people are forecasting the e-Mini live all day at no charge.
...print packing slip for a posted sales invoice
how do I print a packing slip for a posted sales invoice.
You will not be able to print a picking ticket or packing slip from a posted
sales invoice. This is only allowed when the transactions are in the work
This posting is provided "AS IS" with no warranties, and confers no rights.
> how do I print a packing slip for a posted sales invoice.