Exporting CRM Opportunity List to Office Excel 2007
We have CRM 3.0 Server.
Our users are using CRM Web Client to access their leads, opportunities,
quotes and orders.
Using the Export toolbar button in CRM, users who have Office 2003 installed
on their PCs are able to export opportunity lists to Excell perfectly all
right, however users who have Office 2007 installed are not able to do that!
Is this a limitation in CRM 3.0 ? Is there a workaround (If any)? Any
possible risks when using or applying this workaround (If any)?
"luai7" <firstname.lastname@example.org> wrote in message
news:6CADFDC5-8439-4B5F-955A-D6DBF...after update code problem
I’ve having trouble with my skip pattern. It seems to work ok for the most
part, but my big problem is that it doesn’t seem to reset itself for the next
Please see my code below. Basically if the subject is under 18, I want to
skip boxes until “question 1.” If the subject is age 18 and over I want to
continue with the questions.
So, if the subject is under age 18, it skips the correct boxes. For the
next subject the skipped boxes from the previous subject are already blocked
out and if I enter an age over 18, I get an error.
Does it have anything to do when the fir...Is CRM 3.0 on MSDN Final?
Just want to know if the MSDN download on msdn is final?
Don't wnat to go installing a BETA version..
"Chris" <Chris@discussions.microsoft.com> wrote in message
> Just want to know if the MSDN download on msdn is final?
> Don't wnat to go installing a BETA version..
...cannot connect to CRM using web client
I have the following problem. I set up CRM 3.0 on a Virtual PC Server
inside a windows 2003 server.
Inside the VPC the crm server behaves correctly, I can open Internet
explorer and connect normally.
Now, when connecting from the host server or from another computer in
another network, I cannot connect to CRM.
Is not that I'm having network problems, because when IE tries to connect to
CRM Website, it asks for a user and password.
In a normal case the user will be crmdomain\user. the user is created in
Active Directory and CRM within the VPC.
Apparently the VPC IIS i...Word 2003 Problems
This is happening on 2 different computers:
Word 2003 will not directly open a document from the desktop or the My Docs
folder (or any folder).
File - Open will open the file, but it can't be edited and the mouse won't
work, you can't click in the file to go to a specific place in the document.
I appreciate any help.
You may want to check the "file association" or "file type" that .doc are
Open for instance "My Documents" go to "tools" > "folder options" > "file
types" and then s...OE 6 VERY Slow and Other Problems ...
I've been using OE 6 for a number of years. In recent months, it has
become more and more of a problem.
For one thing, it responds very slowing. Often, when I receive a new
e-mail and click on it, OE 6 just sits there for a while before doing
anything. Then it will often first show whatever Web page I have open
-- leaving OE 6. I will have to click on OE 6 to get back to it.
Then when I get back to it and click again on the e-mail to open it,
OE 6 usually sits there for a while before opening the e-mail.
This is irritating, especially if I'm in a hurry and receive an ...Money SB 2k6 custom invoice problem
I upgraded Money 2k5 SB to Money 2k6 SB yesterday - and I've already found a
My custom invoice was carried over, and it displays correctly - except for
my logo in the upper-left corner. I get a broken image link, instead of my
logo. I've pointed it to the correct logo, and even copied the logo (a .GIF
file) into the Invoice graphics folder. When I choose it, it shows up
correctly in Invoice Designer; when I close Invoice Designer and save the
custom invoice, the graphic does NOT show up, and only the broken image link
Arrrggghhhh! Also, he line ...Find in Named Range problem (2nd Try)
Hello. I'm using Excel X on a Mac (VBA5?) and attempting to write a macro
which names a range of text cells I've selected, then searches the cells in
that range and bolds any which contain the ">" character (as text, not as
"greater than" in a formula). I'm not using conditional formatting because I
also want to get rid of the > characters once the bolding is complete. In
stepping through the following, I find that it does name the range and does
the finding and bolding in a loop. Unfortunately it doesn't stop at the end
of the range, but co...Using english and non-English Excel commands simultaneously in a non-English installation
I like this forum very much - I got many valuable insights from it. In
the past I had an English Excel installation at the office available,
recently my employer moved to the German version and deinstalled the
Now, when i use a english command like =VLOOKUP(A1,'Sheet 2'!
A1:H200,8,FALSE) adopting the country settings for "," with ";" Excel
comes up with #NAME? since I used the english term, not the german one
- but sometimes the german equivalent is not at hand as fast as
However if a open a english coined workbook of a US/UK c...Script error when tyring to create new crm contact with outlook
I have just installed CRM and web interface works ok, now I started
installing outlook client and it wen't ok, only needed to install xml core
Everything looked great until I started testing from Outlook client, I made
new crm appointment and then I tried to add new contact, I click from button
labeled regarding, then from window that opened I have tried to choose
account and also contact, error is same, anyway after choosing contact or
account I click New... soon new window opens labeled quick create
account/contact, then Internet Explorer script error box opens readin...Conditional format problem
I have a column of data in an excel spreadsheet that uses the "workday"
function to create a cell value that shows a date. when you manually input a
date in one of the cells, all of the cells below auto adjust to the new dates
based on the "workday" formula. what I want to do is when a date is manually
input into one of the cells that has the workday formula in it, I want the
cell to change color if the new date is before or after the date that was
originally in this cell with the formula. when I try to input the conditional
format, I am getting an error message that...Problems formatting Pivot Chart
I have created a very simple pivot chart (a bar chart)
that only has one serie. I formated the chart, with colors
and labels, but each time I refresh I loose all formats. I
have already been in the help, and I have the preserve
formatting option active, but I still keep loosing the
Can anybody help?
...Add/Remove Shares 401(k) problem
When I import account data for my 401(k) account, buy transactions show up
correctly, but where I have rebalanced my portfolio to match my intended
contribution percentages, the rebalancing transactions show up as Add or
Remove Shares transactions.
First of all, is this the way that these transactions should be represented
in the first place?
The problem seems to be the way that Add/Remove shares is handled, and the
local balance never seems to be anywhere close to what is reported online in
my downloaded statement. It is often twice the true value or more, and it
since Add/Remove ...Flash player won't install
I have tried everything to get Flash player to install on a Vista Home
system with IE8.
I get a message saying ActiveX control could not register or words to that
I have read evry forum and help page and tried all suggestions.
Adobe does not appear in the IE addons, does that matter?
"Chas" <I ate Spam@ntlworld.com> wrote in message
>I have tried everything to get Flash player to install on a Vista Home
>system with IE8.
> I get a message saying ActiveX control could not r...CRM 3.0 / Blackberry Email Tracking
We are looking for a solution to allow Blackberry / CRM 3.0 users track
emails sent from thier Blackberry, similiar to the "Track in Crm"
functionality available in the Outlook CRM Add-In. The 10digits product
does not track email activity.
I would think someone out there has needed this functionality on
Blackberry w / CRM 3.0
If Tendigit doesn't have the capability to do this, it maybe pretty difficult.
They are the primary add-on for Blackberry and MSCRM 3.0.
Did Tendigit say anything about their future plan tolsupport this feature?
http:/...Formatting problems when copying Excel spreadsheet to Word
I am new to Excel, so assume this will be an "idiot" question, but... When I try to copy my Excel spreadsheet into a Word doc. the table will not fit on the page. I have tried to change column widths, but the last column on the right will not appear. How can I fix this?
On 5/3/04 4:31 PM, in article
> I am new to Excel, so assume this will be an "idiot" question, but... When I
> try to copy my Excel spreadsheet into a Word doc. the table w...Installing Exchange Connector on Clustered Exchange server??
Is installing the connector on a clustered exchange server supported?
The specific installation instructions for the connector will not work on a
cluster because the SMTP service is a clustered service.
Has anyone done this? Do we need to install another (non-clustered) Exchange
box just for the connector?
(Note: we really only need CRM outgoing mail. I don't believe we will be
filtering all incoming or internal messages into CRM)
Not getting much response, so let me ask slightly differently...
Has anyone ever TRIED installing the Exchange Connector on an Exchange
Cluste...problems between windows and google Gmail recieved
when trying to change from one message to the next in Gmail. The next new
message will not open and will show that there is a problem in the top bar.
You need to close the program bu usinf the following, alt, ctrl, delete, or
you wait for a long period of time which will redirected you back to google
bar and you then require to re-open the gmail message site.
In article <772D321F-00C4-4E30-8A28-134BA4485C1A@microsoft.com>, Frank Stolp
> when trying to change from one message to the next in Gmail. The next new
> message will not open and will show that there is ...MS CRM desktop client for Outlook available via internet connectio
We are currently using an online type setup of CRM desktop client on Outlook
2007. It works perfectly when the laptop is used inside the network. But the
add-in does not work when the laptop is used outside the network (unless we
connect to the network via VPN).
Is there a way for this add-in to work offsite without using VPN as long as
we have an internet connection?
Thanks. Any idea will be very much appreciated.
Unfortunately HTTP/RDP does not work with the Outlook Client for MS DYNAMICS
The MS Dynamics CRM MOBILE client on the other hand does offer direct access
to...Calendar Display Problems
I'm running Office 2007 on a Dell Latitude XT2 tablet pc with an Intel GM45
chipset onboard video running Windows 7 - 64bit.
When I resize the window for the calendar, the calendar starts having a
problem with the weekday columns no longer lining up with the days.
If I click on Today, or do something to cause a screen re-write, it fixes
I have the same setup on my Latitude e6400 and it doesn't do this.
I've applied all the updates and the latest video drivers - any suggestions?
Is this a bug?
Did you reset the view?
See http://www.outlook-tips.net/begi...Big Problem for me! Formula to find matched numbers
I have a named cell -> combo_chk (cell J3)
This combo_chk changes because of FOR..NEXT from code but the style i
always like this : 4,5,12,40,45
I have 5 columns with values in the rows
A B C D E
1 12 40 41 45
5 6 10 11 40
I want to find if the 1 on column A is including in the combo_chk
if the 12 on column B is including in the combo_chk e.t.c.
If it is found return '1' otherwise return '0'.
Im using the above formula in a code which it passes to the cell
But the problem is that it isnt findind the exac...Full Text Indexing Error on CRM Install
I'm getting the following error during install at select SQL Server
"Full-Text Indexing needs to be running on the specified SQL server."
I've installed Index Service, and also went back and reinstalled the full
text module in SQL Server 2000. Still getting the error.
How do I fix this?
Have you checked the indexing service is started in services?
> I'm getting the following error during install at select SQL Server
> "Full-Text Indexing needs to be running on the specified SQL server....Problem copying Filter made from ComboBox
My code copies the Filter property from one form, to apply to a Report. The
idea is that user filters the records in the form, then hits the Report
button to get a report of those records. It works fine, except when the user
filters on one of the fields that is a combo box. What happens, is that a
parameter dialog pops-up asking for something like:
when really it needs the NameID
Nothing typed in the parameter dialog box seems to work.
Can the Filter be copied and used correctly in the Report when the user
filters directly on the form? from a combobox?
...If Worksheet Function Problem
Currently I am working on a project where I am trying to extract data from
What I want to do:
I want my formula to search one group of cells on multiple tabs for the word
"Scrap" then if that is true then count in another set of cells the number of
times the word "BCU25" occurs.
This formula produces a #REF! error.
Can the IF line of worksheet functions be used to target a range of multiple
cells on diff...Multiple errors when trying to install Windows Updates XP SP3
Kb951847, KB979906, kb982168 and KB890830. several screenshots available as
soon as I can reply to an e-mail.
Errors 0x52, 0x80070663.
Thanks in advance
Emile Brussels Asus P4s800d-X P4 HT 3Ghz 2 Gb ram,1/ AGP GF 7800 GS with 2
monitors attached res 1152x854x32, 2/ PCI GF FX6200 1 monitor res
Dual Boot XP Pro SP3 DX 9c , Vista Home sp1
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