Reports 5 73 (7/15/2004 9:48:50 AM)
Hi, I am using MS CRM V1.2. How do I customize existing reports or add new reports? I tried looking into the help files and other articles. Some places it says about Crystal report manager and some places abou...
Jaison

Microsoft CRM connection not appearing in Crystal Reports 9 0 98 (7/15/2004 11:21:01 AM)
version: CR 9.2.4.77 with MS CRM 1.2 enhancement. Platform: Win XP Prof. Microsoft CRM connection is not appearing in 'create new connection' list. I've uninstalled CR and CRM Enhancement and then reinstalled...
Utf

Add fields to Activities list 3 78 (7/14/2004 10:16:49 PM)
Hi, Does anybody know how to add fields to the Activities lists in CRM? Under System Customization there is a list of Record Types that can be modified, but Activities does not show up in the list. Am I loo...
Michael

Look up address in Sales 0 107 (7/15/2004 8:26:41 AM)
Hi All Still have a problem with this.Can anyone help or point me in the right direction. If I add an account as a system administrator or as an user I cannot get the lookup address fields in sales to recogni...
m

Email not routed when send by Outlook 2 94 (7/13/2004 10:05:54 AM)
hi, I send mail via Outlook and this mails are stored in exchange and not recreate to CRM .. When I create mail via Smtp via an asp.net application the mail are routed sucsessfully with the mail router ... All...
Cbu

Auto-fill Price List and Unit of Measure? 2 232 (7/2/2004 8:00:31 PM)
Does anyone know how to automatically fill the Price List field when a customer is selected for Quote or Order with the Customer's default price list? Same question for default Unit of Measure when a product...
Michael

SSL Crystal error om 1.2 2 117 (7/14/2004 8:01:55 PM)
Is itpossible to run Reports in combination with SSL. If I use http connection everything works fine but with https it won't work. I know that these was a problem with 1.0 version. Thanks ...
marc

exporting security roles 1 246 (7/14/2004 2:18:50 PM)
Does anyone know how to export/backup security roles so I won't have to set them again in my live environment? Thanks, jen ...
Jen

Mail Merge in CRM 1.0 Service 1 131 (7/14/2004 2:32:10 PM)
We are running the 1.0 version of the Service module for CRM on a Win2K server using SQL 2000 and need to do a mail merge. We are using the product in a call center environment for auto donations. The staff w...
Warren

Need a "look but don't touch" User Role CRM 1.2 1 83 (7/14/2004 1:18:12 PM)
Test system, I have created a new user role with only Read privileges to everything with the Organization. This role will not allow access to any drop downs. Is there a specific privilege that needs to be ...
Herb