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...EXCEL 2007 Formula to calculate INTEREST only on a 3 month bridge
I am trying to calculate monthly INTEREST ONLY payment on a short term
bridge/swing loan. Assuming an interest rate of 2.75%, paid monthly, Also
assuming it will be required for a 3-6 month period, amount approx $500,000.
Just switched to Excel 2007 but don't seem to be able to calculate using the
formula builder. Not sure if it is compounded daily or monthly.
You might want to check out the IPMT function. From the XL help file:
Rate is the interest rate per period.
Per is the period for which you want to find the interest and must...Date trasfer when importing emails to CRM
When I import old emails into CRM from Outlook they are tagged in CRM with
the today's date, the day I imported them. Is there any way to alter this
date once in CRM to reflect the actual date of the email?
I believe your referring to promoting emails within Outlook. If so, please
see this thread:
This posting is provided "AS IS" with no warranties, and confers no rights.
"Eric" <Eric@discussions.microsoft.com> wrote in message
news:6CF94DF6-7659-4793-AF6E-439BB480DC29@microsoft.com......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...Changing SQL Server for CRM 1.2
As my SQL server is currently on its last breath I am in the process of
moving our CRM 1.2 databases to a new dedicated serever. I have detatched the
databases from the old server, copied the files to the server and attached
I have then gone into CRM deployment manager and changed to the SQL server
to the new server.
That all appears to work fine, no error messages. But when users try to
access the CRM system they get an error and the CRM server event log fills
with error messages. A few are listed below:
dmLog: Failed to execute the SQL batch in the file sqlbatch.sql.
MSCRM P...Problems migrating BCM data into CRM SB edition
I am having a problem migrating data from Business Contacts Manager (BCM)
into CRM 3.0 Small Business edition.
I have downloaded the BCM data migration pack and have followed the data
migration documentation to the letter.
I even cleaned up the BCM database prior to copying the files, checking them
for errors using the Manage Database option in the Business Tools menu.
It gets so far through the migration process and then bombs out.
Here is the final few entries from the log file:
28/10/2006 12:18:53------>Transitioning to next screen. From:
ConfigurationSummary screen. To: ...Dynamic Xml editor
I am writing a user control that will help a user that know (almost)
nothing about Xml to build a Xml file based on a Xsd schema that is given
to the user control.
The idea is to have a treeview on the left and a property grid on the
The treeview is loaded with the root elements from the schema.
When the user right click on a node, a context menu allow him to add
subnodes if schema allow it.
This way, the user can create items, attributes, ...
The property grid is filled by the user with data.
At the end, the Xml file is generated and validated.
My problem is about the design....where's image toolbar?
I have Outlook 2003 SP2, is there a way to view an "image toolbar" to
compress an image that is pasted inline into an email?
A remote employee apparently has it show up automatically when pasting
an image, but I can't find it.
> I have Outlook 2003 SP2, is there a way to view an "image toolbar" to
> compress an image that is pasted inline into an email?
> A remote employee apparently has it show up automatically when pasting
> an image, but I can't find it.
Hazarding a guess, I'm going to guess that either
a) You haven't c...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...Access 2007 and Vista code problem
I am developing a database on a XP SP2 machine. On a form I have created
some buttons with event procedures that run 2 queries and open a form. I
sent the db to someone running Access 2007 on a Vista machine and nothing
happens when she clicks the buttons and there are no messages.
I know nothing about Vista so thanks in advance for any help.
Might be a reference problem, have them open the open a code window and
click tools references. See what says missing and tell them what should be
there, Add it and it should work. Duff
"Tim Reid" <TimReid@discussions.micr...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??
...Joining text with a formula in cell #4
just to complete the thread...
I found the answer.
You have to change the format of the cell to custom 0.00"*"
this is the only way it will show only 2 decimal places
Thanks for the hel
Mustard Head's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=1630
View this thread: http://www.excelforum.com/showthread.php?threadid=27700
...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" <email@example.com> wrote in message
> Any search I do i...Item Description--Modifier?
I have a GP 10.0 client that needs to extend the Inventory Item Maintenance
Description field even further than it is now.
The keyable length of this field is 100. They need to see a length of at
least 125 characters. And, they want to see this "bad boy" all on the Item
Can Modifier with VBA accomplish this?
You can use the modifier & VBA with the DUOS to extend fields. There are
1) As you cannot change the table structures, this method does not work for
the primary key field.
2) If you use thi...Is Word in Office:Mac2008 the same as PC version?
Operating System: Mac OS X 10.4 (Tiger)
If I learn how to use Word, will I be able to use the Windows or PC Version if I need to in the future for a job?
The principles are largely the same; however, as of Office 2007
(Windows)/Office 2008 (Mac), there have been significant differences not
only as far as the interface is concerned, but also the functionality in
general. Word 2007 on Windows offers far more features than the Mac version,
and, depending on your needs, this is the version you should get. However,
to give you an adequate answer, we would need to kn...tesuto 03-11-07
tesuto...Add PowerPoint 2007 to Office Basic
I have Office Basic installed on my laptop and need to add PowerPoint. What
is the most recommended, easiest and least expensive way to do this?
...Using Access 2003 on client to see Sharepoint 2007
Testing a Sharepoint environment and I can easily manipulate and run the
database from Access 2007, but when I try to use Access 2003 it wants me to
save the database to a location. The Access 2003 has the compatiblity pack,
but it seems to not work when I download it.
So the question is using Sharepoint 2007 and posting the Access 2007 format
to it, can a user go to the sharepoint site and use a 2003 Access database
that has the compatibility pack and open without having to download it?
Message posted via http://www.accessmonster.com
Send check for $500.00 to: David A Jenn...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 :.. firstname.lastname@example.org
>...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 ?
...wanted to design a 4 sided A5 leaflet.
Are there any templates available to download?
There are pre-designed leaflets within Publisher.
You might think about 4-sided... Do you mean a booklet fold?
There are templates here
Mary Sauer MSFT MVP
"Mystic" <Mystic@discussions.microsoft.com> wrote in message
> Are there any templates available to download?
...Outlook 2007 Calendar -> Outlook 2003
In the past I could forward appointments and birthdays from one PC to
another, if both PC's had Office 2003. I just tried forwarding a birthday
from Outlook 2007 to Outlook 2003 and it doesn't work. I get the email in
2003. Open it, open the calendar item, then click on Save & Close. No
error message. But it's not there. Neither in the current month or for
next year. I forwarded it as a reoccurring item, that's the only way it
will let you do that.
Has anyone else been able to do this?
Or, is this a backward compatibility issue?
It's odd.... this works fine for...Publisher 2007 frequently crashes
I'm having some difficulty with Publisher 2007. Whenever I try to open a
particular file, the program crashes. I get no error message, except that
Publisher needs to close. I've run Office Diagnostics (twice), with no
results. I can open other Publisher files. The file that I am trying to open
is an internal website for the company I work for. This file began acting
strangely a couple of weeks ago - it wouldn't insert a duplicate page for a
while, but I found a workaround, so I didn't worry about it. However, now I
think that it may be a part of a larger probl...compact database in VBA access 2007
I have recently upgrade to office 2007 from office 2003. To compact a
database from within the database itself, I used the follwing code.
Unfortunately it no longer works in access 2007. Is there some similar code
that will work?
Public Function FncCompactTheCurrentDB()
CommandBars("Menu Bar"). _
Controls("Database utilities"). _
Controls("Compact and repair database..."). _
On Thu, 28 Jan 2010 17:34:01 -0800, SL <SL@discussions.microsoft....running reports from MS CRM prompt for username and password
When running a report from Microsoft CRM client it prompts for username and
password. When given it's runs the report correct
question: if MS CRM 3 is configured correctly is it normal that when trying
to generate a report in MS CRM prompt for username and password?
No, ideally it should pass the users AD credentials to the reporting IIS
server (single sign on). If you were to close the browser and run a different
report does it still prompt for credentials?
I've noticed this does also depend on the hostname. For instance if the
reporting server uses a differe...