Help With CRM Features

Hello All....

I am cinsidering purchasing CRM for my Win2003 Server. But have a few
questions...


Do I need exchange to access the CRM Software.... (in that case, would
it be easier to but a SBS 2003 server, add it to my domain, and then
install the CRM on that)


Also, can I fax out of CRM. Our business is quite small, but Faxing is
quite important. Can I fax and recieve faxes using CRM, or is that a
Win2003 thing? (also can I share the fax for multiple users?)


Responses much appreciated...


Thanks,
Dekkar
0
dekkar
6/21/2004 7:59:52 AM
crm 35858 articles. 1 followers. Follow

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For the faxing piece..  you'll need Omnirush from zFirm  www.zfirm.com=20


LeVar Berry
CEO
eDriven Solutions LTD
Ph. (513)403-1210   Fax: (702)995-0843
Step Into the Fast Lane For eSuccess=20


  "Fakhruddin Zavery" <fakhru.zavery@cats-net.com> wrote in message =
news:OEF7Bm2VEHA.1340@TK2MSFTNGP10.phx.gbl...
  Hi,

  You only need Exchange should you wish to in-corporate e-mail =
functionality
  and collaboration within the users. Otherwise CRM runs just fine =
without it.

  On the fax issue I'm not quite sure, as have never tried it but I have =
my
  feelings that it might not be possible directly. Please correct me if =
I'm
  wrong.

  Thanks and Regards
  Fakhruddin

  "dekkar" <dekkar@optusnet.com.au> wrote in message
  news:117ef1d5.0406202359.26943239@posting.google.com...
  > Hello All....
  >
  > I am cinsidering purchasing CRM for my Win2003 Server. But have a =
few
  > questions...
  >
  >
  > Do I need exchange to access the CRM Software.... (in that case, =
would
  > it be easier to but a SBS 2003 server, add it to my domain, and then
  > install the CRM on that)
  >
  >
  > Also, can I fax out of CRM. Our business is quite small, but Faxing =
is
  > quite important. Can I fax and recieve faxes using CRM, or is that a
  > Win2003 thing? (also can I share the fax for multiple users?)
  >
  >
  > Responses much appreciated...
  >
  >
  > Thanks,
  > Dekkar


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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>For the faxing piece..&nbsp; you'll =
need Omnirush=20
from zFirm&nbsp; <A href=3D"http://www.zfirm.com">www.zfirm.com</A> =
</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV>&nbsp;</DIV>
<DIV><STRONG><B>LeVar Berry</B></STRONG><BR>CEO<BR><A=20
href=3D"http://www.edrivensolutions.com">eDriven Solutions =
LTD</A><BR>Ph.=20
(513)403-1210 &nbsp; Fax: (702)995-0843<BR><I>Step Into the Fast Lane =
For=20
eSuccess</I> <BR><BR><A=20
href=3D"http://channels.netscape.com/ns/browsers/download.jsp"><IMG=20
src=3D"http://www.intensebody.com/netscapenow.gif" border=3D0></A></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV>"Fakhruddin Zavery" &lt;<A=20
  =
href=3D"mailto:fakhru.zavery@cats-net.com">fakhru.zavery@cats-net.com</A>=
&gt;=20
  wrote in message <A=20
  =
href=3D"news:OEF7Bm2VEHA.1340@TK2MSFTNGP10.phx.gbl">news:OEF7Bm2VEHA.1340=
@TK2MSFTNGP10.phx.gbl</A>...</DIV>Hi,<BR><BR>You=20
  only need Exchange should you wish to in-corporate e-mail =
functionality<BR>and=20
  collaboration within the users. Otherwise CRM runs just fine without=20
  it.<BR><BR>On the fax issue I'm not quite sure, as have never tried it =
but I=20
  have my<BR>feelings that it might not be possible directly. Please =
correct me=20
  if I'm<BR>wrong.<BR><BR>Thanks and =
Regards<BR>Fakhruddin<BR><BR>"dekkar"=20
  &lt;<A =
href=3D"mailto:dekkar@optusnet.com.au">dekkar@optusnet.com.au</A>&gt;=20
  wrote in message<BR><A=20
  =
href=3D"news:117ef1d5.0406202359.26943239@posting.google.com">news:117ef1=
d5.0406202359.26943239@posting.google.com</A>...<BR>&gt;=20
  Hello All....<BR>&gt;<BR>&gt; I am cinsidering purchasing CRM for my =
Win2003=20
  Server. But have a few<BR>&gt; questions...<BR>&gt;<BR>&gt;<BR>&gt; Do =
I need=20
  exchange to access the CRM Software.... (in that case, would<BR>&gt; =
it be=20
  easier to but a SBS 2003 server, add it to my domain, and then<BR>&gt; =
install=20
  the CRM on that)<BR>&gt;<BR>&gt;<BR>&gt; Also, can I fax out of CRM. =
Our=20
  business is quite small, but Faxing is<BR>&gt; quite important. Can I =
fax and=20
  recieve faxes using CRM, or is that a<BR>&gt; Win2003 thing? (also can =
I share=20
  the fax for multiple users?)<BR>&gt;<BR>&gt;<BR>&gt; Responses much=20
  appreciated...<BR>&gt;<BR>&gt;<BR>&gt; Thanks,<BR>&gt;=20
Dekkar<BR><BR></BLOCKQUOTE></BODY></HTML>

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0
LeVar
6/20/2004 11:23:23 AM
Hi,

You only need Exchange should you wish to in-corporate e-mail functionality
and collaboration within the users. Otherwise CRM runs just fine without it.

On the fax issue I'm not quite sure, as have never tried it but I have my
feelings that it might not be possible directly. Please correct me if I'm
wrong.

Thanks and Regards
Fakhruddin

"dekkar" <dekkar@optusnet.com.au> wrote in message
news:117ef1d5.0406202359.26943239@posting.google.com...
> Hello All....
>
> I am cinsidering purchasing CRM for my Win2003 Server. But have a few
> questions...
>
>
> Do I need exchange to access the CRM Software.... (in that case, would
> it be easier to but a SBS 2003 server, add it to my domain, and then
> install the CRM on that)
>
>
> Also, can I fax out of CRM. Our business is quite small, but Faxing is
> quite important. Can I fax and recieve faxes using CRM, or is that a
> Win2003 thing? (also can I share the fax for multiple users?)
>
>
> Responses much appreciated...
>
>
> Thanks,
> Dekkar


0
Fakhruddin
6/21/2004 8:29:41 AM
Reply:

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Hi, Im trying to check that one row of data satifies a criteria, then if it does it counts an entry in another column adjescent to it. Example: - Column A - Column B Blay - Y Blay - N Blay - Y Chop - N Chop - N High - Y What i would be asking (of a much bigger table) is If Column A = Blaydon and then column B (same row) = Y, then count. In this example I would want 2 returned as the answer. Is this possible? Thanks -- Andy Try one of these... Use cells to hold the criteria: D2 = Blaydon E2 = Y If you're using Excel 2007 or later: =COUNTIFS(A2:A7,...

Report CRM 3.0
Hi, I would need to find out the detailed procedure (step by step) to customize a report…. Could anybody inform about any links or documents concerning this issue? Thank's Marco I'm not sure if it's detailed enough, but the technical training manual has a section on creating and customizing reports. You can find it here: http://www.microsoft.com/businesssolutions/crm/using/whatsnewtechnical.mspx HTH, -- Jeffry van de Vuurst CWR Mobility www.cwrmobility.com -- "Marco Rocca" <Marco Rocca@discussions.microsoft.com> wrote in message news:CEF80683-EC26-456C-82C...

help with dynamic tables
This is a bit complicated to explain but I'll try my best. In columns A, B, C I have different drop down lists. Column A has Store1, Store2, Store3, etc. Column B has Dept1, Dept2, Dep3, etc. Column C has ProductA, ProductB, ProductC. As of right now, these lists are not dependent on each other, I can choose anything from any list regardless of the previous category. Also, the length of these lists is undefined, meaning I will constantly be adding to them in sequential rows below. And then columns D and beyond have data such as Sales, Profits, # of items, etc. What I...

CRM 4.0 Custom Report Filter Problem
I am using the Report Wizard to create a simple report. Report is using Quotes and Quote Products I have a custom field in Quote Products which is a bit field Yes-No When I use that field as a filter for report output, I get all records. The filter criteria appears to be ignored Is this an inherent problem with Report Wizard or Am I doing something wrong? Thanks. depends on your business logic and what you want to see. If you have three quotes: Quote-1 has three products, all with the custom field set to Yes Q2 has three products, two set to Yes, 1 to No Q3 has three products, all set...

Help! Problem Referencing Excel 2003 in VB.NET
I am using Visual Studio 2008 Express Edition to develop some VB.NET code that manipulates Excel files. I am developing on a Vista/Excel 2007 machine, but I need the code to work on an XP/2003 machine as well. I initially set a reference to the Microsoft Excel 12.0 Object Library and imported the Microsoft.Office.Interop.Excel namespace. This works great on the VIsta/Excel 2007 machine, but it does not work on 2003, which needs the 11.0 library. I get an error that says "Unhandled Exception . . . Could not file or assembly 'Microsoft.Office.Interop.Excel, Version 12.0.0....

Need Help with drop down list with conditions...
I need help. I'm having a very difficult time creating a sequence of list which change based on the item selected on the main list, lets call it the index: The Index list, the first list, would define vendors. In this case Hotel Companies (e.g Hilton, Marriott, Sheraton). The following list, the 2nd list, would define properties, but the properties would vary based on which hotel company is selected (e.g. If Hilton, then "The Plaza, the Waldorf Astoria. If Marriott, then Marriott Marquis, Marriott Convention Center etc etc...) on list #1. And Last but not least, the 3rd list would...

Limiting CRM application ability to aasigning user to approprite CRM security group
IT administrator that I have for client does not like the idea of CRM application assigning user group automatically. They prefer to do the security group assignment manually. Is this possible? What do I need to do to achieve that? Thanks Kyaw Hi Kyaw, I did it the following way for a customer: 1) You will need to precreate the five groups within your AD. There is no need of having a own OU (Container, Organizational Unit) for them. Follow the naming convention of your company or use the default namings from Microsoft for the five groups. There is no need for your AD Admin to assig...

Macro Help #18
Well I think this is a macro. I have searched my excel book and i can not seem to figure out what to do. I want to write something that if this statement is true, then the font color changes. But here is the potential problem. THe location of the text will change. So i need it to search for this text and then change the color. Does that make sense? Is this possible? If this can be done it will really help me. Thanks in advance. This is exactly what i am trying to do. You type in a persons name into cell a1. you also type a name into cell a2. These names will transfer over ...

Newbie needs help with new Exchange 2003 installation
I am TOTALLY new to Exchange. We just installed Exchange Server 2003 on a Windows 2003 domain. I have one (test) account set up and it appears to work OK but I keep getting an error message that says "Task "Microsoft Exchange Server" reported error (0x8004010F): 'The operation failed. An object could not be found.' I know, I know...How could I possibly not understand THIS message? I appear to be getting mail but I' can't be sure. How can I check to see what's causing this (and more important...what object it's looking for?) Thanks for any help! -Fran- ...

Help
Hi... I tried to work on Word today for first time on newish Mac and realized none of my Office applications work. When I double click on Word I can see something happening as I get the circle of colours twirling, but half an hour later it still hadn't opened. I just have to do this as quickly as possible as I have a deadline for what I have to do Monday at 12. I've tried reinstalling the software, but that didn't do anything for me. Mind you I know absolutely nothing about installing anything on Mac computers so I could be doing it all wrong. Do any of you have any idea what c...

Macro help with saving a spreadsheet with date and time in it
Can someone help me with some code that would save a file name as "schedule-mm-dd-yyyy-hh:mm"? Thanks, Alan Alan, how about something like this Sub Save_As() ActiveWorkbook.SaveAs Filename:="Schedule " & Format(Now, "mm-dd-yyyy-hh-mm") & ".xls", FileFormat:= _ xlNormal, Password:="", WriteResPassword:="", ReadOnlyRecommended:=False _ , CreateBackup:=False End Sub -- Paul B Always backup your data before trying something new Please post any response to the newsgroups so others can benefit from it Fee...

Help!
We went live with 4 decimals on our functional currency and we now want to reduce them to 2 decimals. All of our transactions so far are in 4 decimals. Can anyone guide me into doing this? thank you Use the Change Decimal Places window to change the number of decimal places used for keeping quantity or currency amounts for items. You might need to complete this procedure if an item was set up improperly, or if you’re changing the units of measurement for an item. NOTE: If an item is on an unposted transaction, you can’t change its decimal place settings. Ensure you have a complete ba...

Please help a exchange newbie.. Message filtering
I have a contact set up on Exchange 2003 that forwards to a cell phone for alerts generated in our environment. This contact is setup to get notice of several events, all events have separate email address as the "sender" one of the events gets allot of notices. I would like to have this contact not receive mail from the one email address that generated allot of events. I have set up the properties under the exchange general > messaging restrictions, and have authenticated users only and from everyone except the email account I don't want to receive alerts from, BUT when anyon...

Help me do this
Hi Everyone, I need some help. I want to use Windows Live mail without signing in or having a hotmail or live account. I use gmail and it works fine. I have exported all my contacts from my live.com email and imported all of my contacts so that is not the problem. I want to import my calendar from my live account. I can't find anyway to do this. If I stop signing in of course my calendar is gone. How can I export my live.com email calendar into windows live desktop client so I don't have to sign in anymore? Thx "T-Man" <a@anon.com> wrote in message...

Help?
Ok this is for all the formulae gurus out there. TIA I have a list in a particular column, lets say column A This is a list of dates I have another cell which uses data validation to reference this list. Say B1 In cell B1 the only acceptable entries are that which are in column A Can anyone supply me with a formula for my data validation which will only allow 8 entries. These 8 entries....appearing in the list in B1 will be 8 weeks in advance of the current date. I am currently using the following formula =OFFSET(O2,MATCH(YEAR(NOW()),YEAR(O2:O200),0)-1,,SUMPRODUCT(--(YEAR(O2:O200)=YE...

Need help installing Office 2007
I'm trying to install Office 2007 on my Vista PC. A short way through the installation I get this message: " Cannot Find Proofing.en-us”.... I've searched around: http://www.google.ca/search?hl=en&source=hp&q=setup+cannot+find+proofing.en-us+proof.fr+proof.msi&meta=&aq=1&oq=setup+cannot+find+Proofing.en-us\Proof.fr but I can't get anything to work. Any help or suggestions would be very much appreciated. Thank you. Gary What version of Office 2007. Did you have a Trial version already installed on your PC and did you remove it -- Peter ...

Help !
I need to create a data input screen on excel where multiple users at the same time will use them & input data. This data then needs to be stored as a database as well, where i can use it to understand trends Thank you. and the question is ...? <abrahamsaj@gmail.com> wrote in message news:1132155054.927936.191640@z14g2000cwz.googlegroups.com... >I need to create a data input screen on excel where multiple users > at the same time will use them & input data. > This data then needs to be stored as a database as well, where i can > use it to understand trends >...

New to CRM
In the Contact/Accounts/Leads entry form, is there a preferred or recommend way of typing in the phone, fax, etc. numbers. E.g. 604 222-2222 or 6042223333 or 604-222- 3333? Also in the Address when creating, the Address Name would be the building E.g. Shaw Tower, and for addresses, what is recommended - Address 1 for 123 Main Street, and Address 2 for P.O. Box? With this in mind, what is the best way to enter the Address in Outlook Contacts to ensure a smooth conversion? Thanks! Shauna Microsoft CRM does not care how you enter these values. Currently there is no formatting checks f...

Code Stopped Working Help
Hi All, A Few Months ago i had some help and creating some code that automatically generated a number for each project which was recieved, its been working fine untill We hit the Year 2008, The Code Made up a Value for example Q586707 Q586807 Q586907 < Last Number for 2007 The Code Then Was Suppose to Start the first number off as Q000108 which it did, and no when i open the wizard i created it keeps generating that number its not moving up to Q000208 and you see the number is made up of 2 parts Q0000 08 Heres the code and its on the forms Current Event Procedure Private Sub Form_...

mess code with english window edition, please help!
Hello everyone, I have a C/S program, and the protocol is encoding with GBK,the server is written with java, which provide a global parameter to set the default encoding type, does c++ has the same function? or what should I do if I don't want to hard encoding every request and response? Thanks very much! setlocale() in C. SetThreadLocale() for working in the raw API. There are also SetLocale() methods for controls which apparently override the general thread locale. joe On Fri, 2 Feb 2007 16:35:48 +0800, "Lazytiger" <baihaoping@gmail.com> wrote: &g...

Is CRM 3.0 available
Hello, We purchased CRM 1.2 with SA. Is 3.0 now available or is it still in beta? Jake Hi, Microsoft will launch Ms. CRM 3.0 on February 2006, but now full version has already released.... the package is different with CRM 1.2. CRM 1.2 we got 7 cds, while this new version, CRM 3.0, only includes 2 cds, Server and Outlook Client only. Regards, Surianto Phen "Jake Smythe" wrote: > Hello, > > We purchased CRM 1.2 with SA. Is 3.0 now available or is it still in > beta? > > Jake > > > Hi Suri! "Suri Phen" wrote > Microso...

CRM Sucks ..
CRM is another Spyware .. It causes the system to freez , popups. Its slow . Specialy if you run it from DOS : * you forgot one, it smells funny too -Gary "Smartie" <anonymous@discussions.microsoft.com> wrote in message news:5EA1C0BB-1C80-46BF-83E6-336057D1214B@microsoft.com... > CRM is another Spyware .. It causes the system to freez , popups. Its slow .. Specialy if you run it from DOS. > :( > > > * Find another product if you that unhappy with MS-CRM. >-----Original Message----- >CRM is another Spyware .. It causes the system to freez , popups. I...

Email not receiving in CRM
Hope somebody can help with this. I'm trying to setup CRM so that the support emails we receive are logged straight in. I've created a user called support in CRM, which is the domain name for our support email. I've run the rule deployment so that emails to the support get transferred to the CRM mailbox. So what happens is an email gets sent to support, that email is then transferred to the CRM mailbox. It sits in there until the MSCRMExRouterService does its thing then the email disappears from the CRM mailbox and no entry gets created in CRM. I've check the SQL table ...