CRM 3.0 Implementation
I am interested in the experiences of others with implementing Microsoft CRM
3.0. I am a one man development team who has been tasked with implementing
CRM 3.0 with 30 users initially.
Our organization has been running on Lotus Notes for quite a while. We moved
to echange for e-mail over a year ago but still use Lotus for custom
databases. The first step will be pulling the data from Lotus Notes to CRM.
I have looked into the Microsoft CRM 3.0 Certification. There is a company
that offers a 10 day CRM 3.0 boot camp. Is this a good idea, and at what
point should I take it? We would lik...Shortcut to other user's folders
At our office we view other user's folders by:
File:Open:Other user's folder...
Is there a way to make a shortcut in the "Outlook Shortcuts" pane on
the left to one or more of these user's folders?
Edit: This is in Outlook 2000
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~~View and post usenet messages directly from ht...automaticaly create a variable sized table from user input
How can I user data input to a cell by a user to create a table with that
number of rows.
eg. User enters 1024 in B2
165 in B3
12.5 in B4
A10 would contain 1, B10 would contain =B3+(A10*$B$4)
A11 would contain 2, B11 would contain =B3+(A11*$B$4)
etc to 1024
The user entered number in B2 could be any whole number between 1 and 1024
I could make this better but other things to do right now so try this.
Uncomment the last line to remove the formula and just leave the values.
Range("a10") = 1
Range("b10").Formula = "=B3+(A10*$B$4)...help need with VC 6.0 IDE and mfc
First let me explain the scenario where i m using this requirement.
We are Using CustomAppWizard and designing a wizard .One of the wizard
pages will Insert Composite controls as many as the user wants .
1.So i should be able to dynamically insert ATL controls without using
Insert Control Dailog.
2. can any one tell me how to dynamically create Template file in
TEMPLATE folder of resource view .
3. I want to include many files created by templet files and add them
to build by editing newproj.inf
Is it possible to do this.
4.I would even like to know if i have 2 ifles in my C drive h...Removing multiple users from Outlook
We did some computer switching, which involved uninstalling a copy of Office
XP and replacing it with a copy of Office 2003. Now when I open Outlook, it
makes me choose a user. This wasn't in the .pst file which was transferred
for the other computer, but apparenly it was on this computer someplace.
How can I get Outlook to simply open for the one account without that dialog
box popping up?
Control Panel | Mail | Show Profiles...remove any profiles you don't want.
Select the one you do want and set it as the default. (if there are more
than one left)
-Ben-...Vlookup returns "0"
I am using the following formula
and it is returning a zero if there is no data found in
that cell. If there is no data found I would like it to
How can I do this?
There are a couple ways so do this. One is to test it, which makes for
doing the VLOOKUP function twice.
=if(VLOOKUP($A$1,'Data Sheet'!$A$11:$BH$15,3,FALSE)=0, "" ,
This gets a little messy. Better yet, and simpler is to hide the original
cell (column, whatever), an...forward to: field
im looking for the AD attribute in which the 'forward to:' field of the
delivery options is stored.
Thank you in advance
Using M2, Opera's revolutionary e-mail client: http://www.opera.com/m2/
Its in the altRecipient attribute.
"Marc Wenger" <haga(at).iesg--nspm-noa9h.gmx.ch> wrote in message
> Hi Everyone,
> im looking for the AD attribute in which the 'forward to:' field of ...crm 3.0 error 03-01-06
I'me getting this error while installing crm3.0 for SBS:
"error writing to file microsoft.mshtml.dll verify that you have access to
That file is in the C:\Program Files\Microsoft.NET\Primary Interop
I (and 'everyone') has full access to that dir.
What can I do about this??
...Word2007. Checkbox. No Form
We have a document (not a form) that we would like to use checkboxes in.
This document has a couple of sections where it would be useful if the user
could check if something is applicable. We can't protect the whole document.
Thank you for your help!
I actually used this feature in a form this morning. Although you don't say
what version of Word you are using, you can access the Control Toolbox
toolbar in Word 2003, or in Word 2007, it is on Developer tab.
To show the developer tab, click the Microsoft Office Button and then click
Word Options. S...custom field for projects with tasks past due
I am wondering how/what formula would be needed for creating a custom field
at the project level to show when a project has at least one task that is
past due. I have a custom field at the task level (IIf([Finish]<[Current
Date] And [% Complete]<100,1,2)) that will show when an individual task is
overdue, but I want to add a custom field to the Project Center > Summary
view to show when a project has any overdue tasks. The PM can then drill
down from there into the project and see exactly what tasks are overdue.
Once I figure out the formula for this I want to assign ...changing values of one field based on another
How can I best change the values of one field in a table based on
values of another field of the same table. We have an existing table
of thousands of entries and I would like to use the following logic to
populate a new boolean field.
If field1 = "Done" Then BooleanFieldCompleted = True
I have some Excel VBA experience but limited Access. I dont want to
do this manually! Any assistance appreciated.
In general, you'd use an Update query. However, in this case I don't see why
you'd need such a field.
Why not just create a query with a computed field that returns True...IsOutLookClient() returns wrong value
IsOutLookClient() returns wrong value when both web client of crm and outlook
client are running on the same workstation
It looks like the same cookie(used for determining what client is running)
is used by the sessions of each client.
Look for "LightClient" in IsOutlookWorkstationClient() in global.js
Oeps...I seem to have made a wrong assumption...
Between the to clients IsOutlookClient() seems to work ok...
But in outlook client the IsOutlookClient() function gives false for
me...after I have opened a page from the Microsoft Crm folder structure...
On another workstation it...Outlook 2007 Search always returns no matches
Any search I do in Outlook 2007's new search box returns no matches.
I watched the Indexing Status as it progressed, and now it says "Outlook has
finished indexing all of your items"
But, searching on anything, even the word "The" or "a" returns no results.
I'm searching all Outlook items. I'm on an Exchange Server via VPN.
Anyone have any suggestions?
I uninstalled Office and re-installed and the problem went away...
"Tom" <firstname.lastname@example.org> wrote in message
> Any search I do i...Getting the BCC field by default.
I would like the BCC field to show by default but cannot find the setting
for this in 2007. Anyone know where this is located?
In a new message window, use the Options chunk to display the "Show BCC."
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact. All
unsolicited mail sent to my personal account will be deleted without
After furious head scratching, JC HARRIS asked:
| I would like the BCC field to show by default but cannot find the
| setting for this in 2007. Anyone know where this is located?
Thanks Milly. I had...I would like to know how to set up a 'fill in the blanks' form?
I would like to set up a templet of sorts to fill in the blanks for
...CRM 3.0 Login Problems
Some specific users are constantly getting prompted for CRM login in Outlook.
We are using desktop client (online) online. This happens randomly. We have
CRM 3.0 with rollup update 2 and IE7. We have also applied this fix
http://support.microsoft.com/default.aspx/kb/934243/en-us. Also added the crm
site to local intranet zone.
set the authentication in IE
check rollup update 2
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. email@example.com
>...Unable to sort on customer CRM 4.0
When you try to change the campaign response views to have customer as
sorting CRM gives an error. You can't even click on customer column to sort
when it's now customer that is default sorting.
Is this a bug ?
same here. I think its a bug
"Help needed" wrote:
> When you try to change the campaign response views to have customer as
> sorting CRM gives an error. You can't even click on customer column to sort
> when it's now customer that is default sorting.
> Is this a bug ?
...how do I import my contacts from IncrediMail 2.0 to MOutlook2007
I am new to using microsoft outlook 2007 and am searching for a way to upload
my contact list, from Incredimail 2.0 to Outlook 2007. Any help would be
definitely appreciated, thanks!
How do I save my IncrediMail Address Book and move it to a different
In Outlook - File --> Import and Export ... import the CSV file created via
process noted above
Karl Timmermans - The Claxton Group
Co...automating email marketing with workflow in CRM 4.0
I am attempting to prepare a client demo that demonstrates some of the
features of Microsoft CRM 4. The potential client is a staffing
agency, and I have spent some time thinking about how they might use
Here is a business process I have thought up that, if I could get it
to work, would be great to show at a demo.
1. An account calls about an opportunity. The opportunity is
entered. The opportunity has certain skills attached to it, such as:
SQL Server, Linux, C#, etc
2. Contacts (candidates) also have certain skills attached to them,
such as: SQL Server, Linux, C...COUNTIF on Summary Fields
Can't use on a cell that "sums" with arithmetic operators "+". Is there a
a bit more explanation?
"DLC" <firstname.lastname@example.org> wrote in message
> Can't use on a cell that "sums" with arithmetic operators "+". Is there a
> workaround, etc.?
...Help about numeric type field. Thanks.
I created a SQL Server 2005 CE DB ( .sdf, version 3.0) with vs2005. And I
created a table which has 2 fields: fld1 - int, fld2 - numeric(38,25).
But I encounted an error messagebox when I tried to insert a record
The msgbox said Conversion overflows.
The setting for my numeric fld2 is (precision=38,scale=25). So why occur
error when to insert 9000000?
Thanks in advance.
...Macro to change default setting on startup
I am in need of a macro that can change a default setting in excel and for it
to run on startup
The task is:
uncheck Update links on save
Below is the recording of the macro:
..RelyOnCSS = True
..OrganizeInFolder = True
..UseLongFileNames = True
..DownloadComponents = False
..RelyOnVML = False
..AllowPNG = False
..ScreenSize = msoScreenSize800x600
..PixelsPerInch = 96
..Encoding = msoEncodingWestern
..SaveHiddenData = True
..LoadPictures = True
....unable to grant existing user access to TEST company
Set up test company using live company data; ran the script referenced in
CustomerSource article ID#871973; can grant and remove user access in all
other companies; ran grantsql 9.2; the dexsql log shows the user already
has access probably because of using the other company data for the test; I
can set up a new user and grant them access, existing users who already have
access can view the company...but, I cannot figure out how to grant access
to the TEST company to an existing user. The error popup reads "The user
could not be added to one or more databases."
Dynamics 9.0,...Picture control on a form
What is the best way to fill a form with a picture control so that when the
client window is resized the picture control will fill the form?
Take a look at this and see if this is what you want:
"Al" <Al@discussions.microsoft.com> wrote in message
> What is the best way to fill a form with a picture control so that when
> client window is resized the picture control will fill the form?
> Just Al
&...Null value in form not trapped by beforeupdate event
I have a form in Access 2003 linked to a SQL Server 2005 table. When
I clear the value in a textbox (bound field is varchar and is
required), I want the before update event to run to tell the user the
value cannot be null.
When I press the tab button to move to the next field after clearing
the texbox, the before update event is not triggering and instead I'm
getting the following error:
You tried to assign the Null value to a variable that is not a Variant
data type. (Error 3162)
How can I prevent nulls before and this error from triggering?