CRM Certification Testing Prep
I have been using CRM 1.X for over 3 years. We like 1.2 a lot. I am finally
going ot get certified on 1.2 before 3.0 comes out. I took the certs and
ecourses 3 years ago. They do not seem to be avail any more. WHat is the
best way to prepare for the 3 Certification tests? I am an active user and
have read almost all the UG and IG documents. I admin and customize
Anyone knoe much about these tests? How hard are they? I am told I cannot
bring any supporting materials in?
Are there any perfect test prep resources, books, sites etc?
How is this certifications goin...Workflow Custom Entity
We have an opportunity with many opportunity lines (custom entity 1:N)
that needs to be sent to a list of suppliers (contacts N:N) via email
to get the best price. The supplier responses should be then entered
into a response form (custom 1:N) one for each supplier on the list.
The ideal process flow would be to run a workflow that both creates
and sends the email activities (regarding opportunity line and To the
contact record) and then creates the appropriate response record for
each contact =96 this will be then completed manually once they receive
a response from the supplier.
PROBLEM: W...CRM 3.0 in a non-active directory environment?
We run an environment primarily based on a Linux server, but we have a
MS Server 2003 Std Ed to run some of our MS apps. Our client machines
are all WinXP laptops though. We would like to use MS CRM 3.0 (which
we get in our Action Pack) but it wants to force us to install AD on
our MS Server. Is it possible to run MS CRM 3.0 without an AD?
I'm sure that AD is required with CRM 3.0. Sorry - It's probably not what
you want to hear.
> We run an environment primarily based on a Linux server, but we have a
> MS S...How do I customize an Electronic Business Card for all contacts?
I see how to customize an individual EBC but how do you apply to all contacts?
What's an Electronic Business Card?
What does this have to do with Outlook?
"Default Electronic Business Card" <Default Electronic Business
Card@discussions.microsoft.com> wrote in message
>I see how to customize an individual EBC but how do you apply to all
EBCs are designed to be created and shared by the contact, just like each of
your contacts may have a custom business card to h...FRx Reporting tree parent NOT TO show total of child units
I have a rpt with 4 columns:
col 1 - YTD (current yr)
col 2 - YTD (last yr)
col 3 - from excel (current yr data)
col 4 - from excel (last yr data)
I set up a tree with above 4 units under a parent unit.
In my column layout, I select the respective reporting unit from the tree.
The report on Parent gives TOTAL of all four trees but each reporting unit
does show the correct fugure.
How can I have the parent tree to show result/figure of each unit rather
of all 4 units?
You wrote that you set up a tree with the above units but you seem to be
referring to columns in a column...Can Custom button access form variables?
I have a custom navbar button on account screen. If the user clicks the
button, i want to check if the relationship type =4 or not. I know i can do
from the record without going into .net and sdk?
fields on the form, f.e.:
Hope this helps,
"Atul Gadre" wrote:
> Hi all,
> I have a custom navbar button on acco...Importing messages from OE to WLM 08-19-10
I followed the instructions to import messages from an old computer running
Outlook Express to WLM on my new computer running OS Windows 7. I used the
import button in WLM and it seems to have been successful. A file in Storage
Folders called "imported folder" was created. However I clicked on this file
and it showed zero files. I went to c:\users\owner\AppData\local\microsoft\
wlm and I found all the files I transferred. My question is how do I read
these files using wlm or some other programme. Thanks for your support.
What instructions did you follow? Did you include...custom toolbar problem
I have created a custom toolbar. And attached it to the document.
Through customize>attach>attach toolbars
And wrote vba code. and assigned buttons to the code.
However when I send the document to someone else,
they see the custom toolbar. but there are no buttons on it.
I am thinking this is something easy. which I just don't see.
anyone know this problem?
My customary advice it to create and destroy the commandbar through code using the workbook's open
and close events. See below.
MS Excel MVP
In the workbook's Thisworkbook object code m...Making report in WORD file by using information from Excel
I have got a huge database of around 100 countries in an excel file. I
created a Pivot table to get the related data pertaining to a particular
Now, need to prepare each country's report in WORD file separately (100 WORD
files) wherein text contents, format, layout of the WORD report for all the
countries remains the same however the data presented in tabular form in the
required section need to be extracted from the Excel.
I am sick of doing copy/paste so many times from Excel to word.
Is there any solution to automate the process? Also, is there any Add ins...integrate Outlook WEB access and CRM web client
is there any development that would give all CRM options in Outlook web access
in order to have a similar feeling as when we are in the outlook client?
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 message pane.
Is it possible to do a custom number format into the text function which
will allow me to colour the text similar to conditional formatting. The
problem i have is in one of the reports I have the staff have used one cell
to try and put 2 entries in with a slash in between. Say this is a target
value / agreed value and then at the end of the month I will get an actual
value in another cell which I will want to compare against each and give a
percentage increase or decrease. I have managed to write a formula to
seperate the values and give a percentage back using the text function but
now...Money 2004 Report Headers #2
WIN XP - All SP2 Upgrades - MONEY 2004
SO HARD TO GIVE A CLEAR EXPLANATION!!!
In the Monthly Report, where it lists MAIN Categories and SUB
Over and above the Main Categories and Sub Categories, MS Money
provides another level of categories and I do not like the way Money
sorts them. I can't find anywhere, where I might delete these main
Thanks very much!
...customer name on receipt
does anyone know how to make the customer name show on the receipts, work
In the receipt properties you can toggle an option to show customer address,
this will display Bill To: and Ship To: on all receipts. If you only want
the customer name to appear you will have to modify the receipt to include
Contact you reseller they should be able to help you with this.
"Victor" <Victor@discussions.microsoft.com> wrote in message
> does anyone know how to make the customer name ...coucou 10-20-07
"Marie Brevet" <firstname.lastname@example.org> wrote
The purpose of the big white space beneath the subject line is to allow you
to say what you have to say. Was "coucou" all you really had to
communicate? If so, that sounds really "cuckoo" to me.
I had to reinstall programs on my hard drive. I remember Outlook 2003
having a link to 'Customize this view' in the Navigation Pane. Is there a
setting somewhere for this, I don't see it there now. I know I can right
on the Column to bring this up but it was nice and handy in the
I found it. I didn't look far enough.
"JamesJ" <jjy@adelphia_darwin.net> wrote in message
>I had to reinstall programs on my hard drive. I remember Outlook 2003
> having a link to 'Custo...ms crm fr
we are begening with ms crm (the french version).
how can we put the word files on line in a new database
In CRM one way to add documents is in notes atachments.
You can also add documents in the Sales Literature section.
Hope this helps
"Erick Fornara" <email@example.com> wrote in message
> we are begening with ms crm (the french version).
> how can we put the word files on line in a new database
> thank you
th...Can't import customizations
We are moving from a development server to a new production environment and
the exported customizations won't import into the new environment. We had
loaded some data and the 1st time and we tried to import we got an XML error
and couldn't continue. We restored a blank database and now we are getting
SQL errors. Any suggestions
Can you share the errors that you are seeing?
> We are moving from a development server to a new production environment and
> the exported customizations won't import into the new environment. We had
> loaded some ...Report referencing FilteredStringMap
I've seen a few posts about others having problems when referencing
FilteredStringMap in a report. I'm having the same problem - the
report needs to access FilteredStringMap and works fine when you're
testing as an Admin user, but when you try it as a plain User, you get
an error because you don't have access to the Metabase. Turns out the
FilteredStringMap view references the Metabase, and by default the
ReportingGroup can't touch the Metabse.
This seems like a design problem, since we're told to use the
Filtered... views for reports, yet by default the FilteredStri...CRM Custom Integrations
we have an enterprise survey product (all .Net based) that we are looking
to integrate with Microsoft CRM 3. At first, I thought it would be cool to
add a new activity type called "survey", so you could use the quick campaign
to send surveys to a group. But, as you can't add new activity types, I'm
trying to figure out plan b.
Is it possible to add custom buttons to views? (such as the contact view).
I would love to create a button at the top that allows you to send a survey
to a group (chosen like the quick campain record set).
Any ideas? In a perfect wor...reports error 12-01-04
when users access the reports they get an error " information is needed
before this report can be processed.
any suggestion,very urgent
Is this a customised report? Sounds like it has been parameterised in
Crystal Reports, is it possible it has been customised in this manner?
> when users access the reports they get an error " information is needed
> before this report can be processed.
> any suggestion,very urgent
No the reports are not customised reports they are the reports ...How do I set up 12-month rolling month cells in excel?
Need to set up 12 cells starting with the current month followed y the next
11 months based on today() as a starting point. Any suggestions?
With TODAY() in cell B2, try this formula:
.... then copy and paste into subsequent cells in the continuum.
You may require some experimentation to get your desired results.
On Wed, 30 Nov 2005 11:42:09 -0800, jbh <firstname.lastname@example.org> wrote:
>Need to set up 12 cells starting with the current month followed y the next
>11 months based on today() as a starting point. Any suggestions?
A2: =edate($...Customize Outlook Today #52
When I go to Customize Outlook Today, and want to select or change the Style
to Summer or Winter, it does not retain the change.
Style does not show graphics in the graphics box there is only a red X
Any suggestions would be appreciated and thank you in advance for your
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are you clicking save changes? if so, re-install outlook
"HankL" <hl...Sales Process 07-18-06
I've read that any opportunity can only be associated with a single sales
process at any a time.
What exactly does that mean?
Can any one explain?
thanks and regards,
I believe that means you cannot have more than 1 active Sales Process running
at a time.
This is a question I had from the previous version.
It is possible that you might have a differnet sales process for the
different services or products your company provides. I got around this by
creating a 'Sales Process' that was applied as a Manual Rule. Inside the
Workflow were subprocesses. Not as ...Error installing CRM Sales for Outlook
When running the CRM Sales for Outlook it requires a url
I get an error message that states the
following "Microsoft CRM Sales for Outlook cannot find an
instance of the Micrososoft CRM Server components
Yes it says "...Micrososoft..." besides the point. I also
try WINS name and FQDN with no success.
What type of permission settings are needed on IIS, or am
I way off base.... Thanks in advance for your help
there is an option to create a log so you can work out issues like this
here is the line
Setu...Displaying custom entity information
I have a custom entity in which I am storing key data about an account.
Question: Is there a way to setup a left navigation bar access to the
custom entity that immediately goes to the form itself instead of the 1 to
many relationship list screen for creating NEW custom entities records? In
essence a 1 to 1 relationship that simply displays the tabs and fields that
make up the entity.