How to assign a list of products to a customer
I am a new user in CRM and i need to know how is the best way to assign a
list of products to a customer. Right now i have to create all the products
that my company sells but i don't see how to assign them to the customers.
Do i have to create a new table?
Please somebody help me
The products are used in the opportunity, quote, order and invoice entities.
All of these entities have a customer assigned to them and a list of
products, representing what to sell (the products) to which customer. You
cannot assign products to accounts and contacts direc...crm token #3
when i track an email in crm3 should i see the CRM token (like CRM:0010001)
immediatly in the subject of the message
i just see the icon without the token number
No, you cant able to see token right. it will append when perform send event
MS CRM Certified Professional
Chat with me on MSN / Gmail / Skype : ID Is :.. email@example.com
"daoud hanna" wrote:
> when i track an email in crm3 should i see the CRM token (like CRM:0010001)
> immediatly in the subject of the message
> i just see the icon without the to...SBS Exchange 2003: Create new user in AD but no exchange mailbox #3
I'm using SBS 2003. Exchange server is SP2.
When I create a new user using Active Directory, it prompts me about
creating a mail box. It says it's creating a mailbox, then it's done.
But no mailbox appears.
In fact, if I use the Exchange tasks wizard, I can create, delete, and
recreate the mailbox--all say successful without an error message. And
yet, no mailbox.
This is even after I reboot the PC and sent email to the address.
Any ideas what's going on?
> I'm using SBS 2003. Exchange server is SP2.
> When I create a new user ...SBS 2008 Std.
Setup: SBS 2008 Std, with two WinXP Pro PC's in the domain. Firewall is a
SonicWall TZ-100. ISP is Windstream.
We've had the server less than a month and are slowly rolling out features.
Convinced the boss to let me install WSUS, but I'm confused. In a previous
job I managed SBS 2003 with ISA 2004; it was quite clear what my proxy
server was. However, that was the ONLY network I ever worked in as the sole
What's going on is that I can't detect computers from within the SBS
console. I'm pretty sure I got the GPO's right for the PC's and ...Microsoft Publisher 2003 #3
Will Microsoft Publisher 2003 install on multiple computers? If so how many
can it install on? Thanks.
If you have an OEM version, it can only be installed on one system. If you
have a full version, you can install it on one desktop system and one
laptop. They cannot be used at the same time. Also, you will have to call
Microsoft to activate the second copy. That is the ONLY legal way to have it
installed on more than one computer.
Please be aware if you have an older version of Publisher and it is
installed on more than one computer, you violated Microsoft's end user
license agre...Customization: disabling built in features
I would like to disable/remove some of the sections on the left hand
side of CRM. For example, on the home screen I would like to remove
the Invoices section since we don't use these. And on the Account
level I would like to remove the Notes and Contracts sections for the
Is this possible?
...Undeliverable messages #3
I am getting lots of these undeliverable messages even to emails
within my own domain. Any idea why or who to diagnose? please
Your message did not reach some or all of the intended recipients.
Subject: RE: Contract
Sent: 12/30/2006 8:19 AM
The following recipient(s) could not be reached:
'firstname.lastname@example.org' on 12/30/2006 8:19 AM
554 <'email@example.com>: Recipient address rejected:
''firstname.lastname@example.org on 12/30/2006 8:19 AM
554 <...CRM 3 Slow Web Interface
I have 1 installation on Win2003 SBS Premium with 2GB Memory.
The server performance is usually at 5% but the CRM 3.0 Web Client is
it takes a minute to load the page from Account to Contacts in local
the settings tabs works fast, e.g. settings > templates > e-mail
but if I click in workplace then it takes a minute to load the page
any ideas on how to fix it ?
Athan, there are many aspects to performance, so I don't know of any simple
answers but I have a few questions.
Once the pages have been loaded for the first time ...Credit card payment #3
Why is my credit card payment, which is properly shown in the "credit"
column, being added to the total balance, rather than being subtracted? And,
come to think of it, my running balance, instead of showing a gradually
increasing negative (shown in red) balance, is actually a gradually
increasing postive balance. So my statement balance of -2,000 or so is shown
as 2,000 in black, which then doubled when I made my payment.
In microsoft.public.money, paddle2thesea wrote:
>Why is my credit card payment, which is properly shown in the "credit"
>column, being ad...Employee Expense Description on Check Stub #3
How do you add the description from Employee Expense Entry in Project
Accounting to the Payables check with stub on top and bottom?
...MS Excel #3
Does any one know the formula for converting positive figures to Negatives
"Gav" <Gav@discussions.microsoft.com> wrote in message
> Does any one know the formula for converting positive figures to Negatives
If you're careful, you can do this without formulas.
Put -1 in an empty cell
copy that cell
select your cells to change (click on the first and ctrl-click on subsequent)
edit|paste special|check multiply
Clean ...Filtering data by custom fields in pivot tables from Visual Report
I have recently upgraded to MS Project 2007 and like the visual reporting
feature, except I really need to filter and group the resulting pivot table
in Excel by custom fields. For example, for task usage, I cannot filter my
pivot table to show only the tasks that have costs > $0, thus my table ends
up showing too many lines and a lot of 0's. I would also like to group by
department/ function which I put in a custom text field. How do I do this?
I saw related posts about saving the file as an Access database and then
creating the pivot table by connecting to the datab...Home Loan #3
I found a website having amazing home loan as well as student loan
u can also find tex and investment related help and topics over thr ..
visit the site.. http://onlinemoneycontrol.com
go and check it..
...CRM 3 Talking Stock & Finance Software
I want to integrate MS Crm 3 and our stock & finance software
Any body can help me ?
Stock software using MS Sql Server DB.
they have installed same server.
When i create an account in stock software or CRM
account must be create both.
I'd look into the following to support your integration requirements:
1. 3rd Party Microsoft CRM Integration software with ODBC support such as
2. Microsoft CRM SDK to custom build the integration:
http://msdn.microsoft.com/en-us/library/aa682866.as...Word/Office Integration as seen at CRM 3.0 Partner Readiness Event
Has anyone seen available resources on integration to Office 2003
applications such as Word??
I saw this demo'd at a Partner Readiness event back in Nov. 2005 and they
showed a very tight integration with Word for not only mail merge and easy
template building (with CRM fields available), but also a task pane that
allowed update/edit of existing CRM records within Word. This was being
demo'd as "CRM 3.0 tightly integrated with Office"...Ok, so where is this
Also, does anyone know where I can find the supposed 100+ CRM web parts for
A...Keeping Custom Properties When Forwarding or Replying to a Message #2
We have emails saved on the file system, that is kept track of by
another program. These emails have custom properties attached to
them. There is no custom form, just custom properties. These fields
were originally added using objPost.UserProperties.Add. We need it
so that when someone opens up one of these emails through the file
system, and then replies or fowards the message, these custom
properties are kept in the reply. This is so the external program can
track these emails. Is there a way this can be done? We could have
these emails opened up using an Outlook command line that i...Transferring users from 1.2 to 3.0 upgrade
I am trying to upgrade a 25-user 1.2 installation to a 10-user 3.0 setup.
Only 7 of the 25 licenses are being used. When I run the setup, I receive
the following message:
There are not enough Microsoft CRM 3.0 licenses to include all the users
from Microsoft CRM 1.2 in the upgrade. Please add enough licenses to cover
all the active users or deactivate some users to match the number of licenses.
As I said there are only seven active users, so there shouldn't be a
problem. Does anyone know what I need to do to fix this problem?
I've never seen the error, but p...OL Contact -> CRM 3.0 Account ?
From what I know so far, I can enable an Outlook contact for tracking in CRM
which in fact after creation of the contact in CRM creates a bidirectional
link b/w the Outlook und CRM representation of the contact, tracking and
automatically synchronizing changes between the two. So far so good.
Now, quite a few of the contacts we have in our Outlook environement are
really accounts (in CRM speak). Is there any (built-in or other) way to
migrate them from Outlook to CRM Accounts without having to reenter all the
And to extend the scope: What about the other dire...Configure incoming e-mail settings (Windows SharePoiint Services 3
Good day Everybody !
I have installed Win2K3 SP1, Project Server 2K7 with WSS 3.0, SQL Server
I want to set up Incoming e-mail setting with combination of SMTP server and
WSS 3.0 as I do not have MS Exchange Server installed.
I created a new Org Unit as sharepoint with apprpriate permissions as per
TechNet step-by-step procedure. I have not created a Contact in this OU.
I have entered the following information regarding the Incoming e-mail
Enable sites on this server to receive e-mail - YES
Settings Mode - Automatic
Use the SharePoint Directory Management ...How do you define a custom paper size in Excel? (i.e. 11x17)
How do you define a custom paper size in Excel? (i.e. 11x17)
Excel doesn't provide for custom paper sizes, but most any size appropriate
for Excel output is already provided _if_ the installed print driver supports
it. Go to File>Page SetUp--Page and open the list of sizes. If your installed
driver supports 11x17 it will be in the list (although it may be listed as
'Ledger' rather than by dimensions).
"Marcin Rembisz" wrote:
> How do you define a custom paper size in Excel? (i.e. 11x17)
...Customized Task Views Have Disappeared (Take 2)
I was having an issue similar to this original post and followed the
given. It worked, but as I have worked with it I have found that it will
restore my customized Task views but not my customized Contact views. I can
change some of the Send and Receive setting and it will restore the Contact
views but not Task views. Somehow I am searching for a way to restore both
Task and Contact views. Any ideas?
Tia, Education and Documentation Specialist
Sorry, i posted this in the wrong discussion group. I have posted this
correctly and my question has been answered.
...trying to select the last 3 digits of a field
this is the query im using (I am looking to get the last 3 characters
of a field):
And I get this error:
[Informix][Infomirx ODBC Driver][Informix]A syntax error has occurred.
Is it something wrong with my query or something outside Access 2003
(since the table I am trying to work with its using an ODBC conexion)?
...Business Portal 2.5 -- Linking 3 Web Parts
Can someone tell me if this is possible, I have been working on it and can't
seem to get it to fly.
I have my 1st web part that shows inventory master item information and a
few fields off of the item card. This drives a 2nd web part that shows
summary inventory information on that item by site. This works fine.
What I want to do is tie a 3rd web part in that gives me detailed
transaction information for that particular site (the 2nd web part). This
3rd web part works fine on it's own but shows all transactions for all sites
for all items by default. I have tried ...Thread synchronization #3
I have a classic scenario in which one thread fills a circular buffer and
some 5 other threads read the data.
The other details follows-
1. All threads operate independently.
2. Certain minimum and maximum difference limit the reading index of any
thread from the writing index. In other words, since the speed of all
threads are not similar the logic should limit the read index from the write
index by some minimum difference and also by some maximum one.
3. I uses critical sections to ensure exclusive access to the buffer and it
I'm stack with the question which and how mechani...Excel: Allow to turn on / off automatic header selection in sorts
Is there a way to turn off automatic selection of header rows in Excel when
sorting data? I routinely sort a section of data by the first three columns,
and a majority of times Excel wants to make the first row selected a header
row. Extremely annoying.
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