Outlook Client makes Settings & Customization menus disappear
I've noticed that now I've installed the Outlook Client for MS CRM 3.0, my
Settings & Customization menus disappear in the web client.
I realise that they shouldn' t be in the Outlook Client (no problem) and
figure it's due to a conflict between the two...
I've tried deleting my temporary Internet files which works, but was
wondering if anyone had found a better (one off) solution that doesn't need
this sort of repeated intervention. There are 3 of us who have admin access
rights that disappear in this way, so while it's not a huge problem for us
(...New users not showing up in GAL
We have a single site, single server, Exchange 2003 implementation. Until
yesterday we only had one information store inside our single storage group,
which contains accounts for faculty and staff. Since we needed to create
accounts for students we decided to create a new 'students' store, and were
able to create accounts that appear to function just fine. However, users in
the 'faculty/staff' store can not see the users from the 'students' store in
the GAL. They can send email messages to these accounts, they just don't show
Any ideas how to make the ...Customizing Forms Wizard
It is possible to control or customize details of the way the wizards creates
For instance, we have internal naming standards for controls and I would
like the wizard to name each control according to our standard.
I know I can use a form template for the forms created without wizards, but
what about controlling the creation of the ones done via wizards too?
Thanks in advance,
See if this helps:
Román Valoria wrote:
>It is possible to control or customize details of the way the wizards creates
>For ...Customers & Suppliers Trial Balance in Debits & Credits Format
Do anyone have a method to bring the Customers & Suppliers Trial
balance in debits and Credits format just like how the G/L Trial
balance works. Most of the clients are repeatedly asking for this
requirement. The report should have Customer ID, Docnumber, Doc Date,
payments, receipts, returns, credits accordingly falling into the
debit/credit buckets with running balance totals. If the report can be
picked up with any date range also, it'd be most beneficial.
I want to add Hi-Build (with a non-breaking hyphen) to a custom dictionary
in Word 2007 (UK spelling). The spell checker will neither add it to my
dictionary nor ignore it.
I have tried editing the dictionary directly and I can get as far as
Hi-Buil but then the Add button is greyed out.
Can anyone help please?
Does the spell check mark this as incorrect? When I checked (with my
personal dictionaries switched off) this was not marked as a spelling
error.Both hi and build appear to be in the default dictionary.
If you want Hi-Build to be always spelled with a non-br...Importing customer class blanks out tax schedule
Hi - I used Integration Manager to update (only) the customer class. This
caused those particular customer's to have their tax schedule ID blanked out.
I set all fields other than the customer class to "Use Default". I was
expecting no change to fields other than the customer class. Is this wrong?
IM simulates a person keying in data. When you key data into the Customer
Class field, by default, it copies data from the class into other fields
(like tax schedule). You may have also changed some of the account numbers
associated with the customer.
Richard L...Custom Receipt #3
I want the customer receipt to have the Customers name instead of the
Customers account number (when a customer is attached to the transaction).
I want to remove the line that says "You Saved..." when there is a discount
or coupon applied.
How can I do this?
In the Manager goto Database - Registers - Receipt Formats.
click properties for the receipt format that you use. Next click on
properties for Sales.
On the left you can turn on and off different features of the sales receipt.
If you turn on Customer Address it gives you the full customer name and
address. There ...Unable to edit custom dictionary within Word 2008
The first time I tried to edit my custom dictionary (I had
accidentally entered a misspelled word) in Word 2008, the Edit button
was available, but I was unable to click in and actually edit the list
of words that came up. I temporarily gave up and resumed my spellcheck
to finish the document. Then I tried again to edit the custom
dictionary. Now the Edit button is dimmed, and the only way I can edit
the custom dictionary is through the finder (by opening the file in a
No matter which document I open or how many times I relaunch Word,
this problem persists.
On...GAL with mMobile Users
My main office running EX 5.5(NT 4.0) and Windows 2000 domain (PDC). We got 3 Intersate offices but at the moment
i just install mailenabel mail server for those 3 office and running seperatly. We got lots of mobile users as well
I just want to Share and update GAL with all the Interstate offices and mobile users
If someone recommend proper way or how to start much appriciate
...Customize outlook today doesn't work anymore
When I am in Outlook2000 "Outlook Today" screen, I used to
be able to press "Customize outlook today" and organize
tasks in due date descending order. I can no longer
activate "Customize outlook today" button anymore. Can
someone help me?
...GP Analysis Cube customization
I would like to rename some of the measures in the GL cube using BI Dev
- Is this supported?
- Would the SSIS package continue to work?
- Will the future upgrades work?
This can be done with minimal impact:
Open BIDS. Connect to the server and Analysis Services database.
In the solution explorer on the right-hand side of the window that appears,
select the Financials cube.
On the left-hand side of the window, you'll now see a list of the measure
groups that exist in the Financials cube. Select the one containing the
measures you wis...Checkbox customization question
How can I implement checkbox in MSCRM ? I have a contacts with
multiple professions. From a list of available professions as
checkboxes, the user should be able to check all the applicable
professions. Any ideas.
Try Powertrak Core from www.axonom.com
"Arch" <email@example.com> wrote in message
> How can I implement checkbox in MSCRM ? I have a contacts with
> multiple professions. From a list of available professions as
> checkboxes, the user should be able to check all the applicable
> professions. Any...New entity and relaitonships customization
I am working on a CRM v4 system that needs to track government funding
programs for doctors at health clinics. The system is set up so that
Accounts map to Clinics, and Contacts map to Doctors. The essential process
A funding object is created, is set to run for a certain number of payments,
is set with a start date, periodicity of payments (i.e. weekly, monthly,
etc.), and end date, and then is assigned to a doctor at a clinic. If the
doctor leaves the clinic, the funding object transfers to the clinic and is
suspended until the clinic hires a new doctor and then the fund...Customer accounts #2
Help! My customers are all employees - if they leave their job, would
someone please tell me how to handle the account. I don't see any way
to inactivate the account or hide it so it cannot be used. Must I
delete it? Please let me know! Donna
Hi Donna -
I would never recommend deleting an account (if you do all history goes into
this black hole type area). If an employee leaves, I would immediately change
the 'Customer is an employee' flag and then devise a scheme for identifying
Here is what we do:
1) Use the auto generated acct numbers ...Users not showing in GAL
Hi i know this topic as been discussed but i cant seem to find the posting
In Exchange 2003 when i add a new user the user i see the user in the 'All Users' section of the address book but the user does not show in the Global Address Book. The same goes for a Universal Distuibution List
I have Rebuilt and Updated the Recipent Update Service and no luck.
Also... When i do a preview of the Default Address Book from the Exchange System Manager all users are displayed.
Have you got the tick in the "Hide from exchange address lists" under the
Exchange Advance...Brain Teazer Synchronising Outlook with custom app
I have written a custom db in MS Access that keeps track of all the
appointments etc in the office. How would i proceed to get outlook to synch
with the db ? Any ideas ? Your help will be appreciated.
Charl Du Toit
...Custom reports, where are the .rdl's found?
I've created a dozen or so custom SRS reports and imported them via the
Reportserver. Now, I'll be moving to a new report server and am unable to
"extract" my .rdl files (yes, I know, stupid that I didn't keep the
originals). Are these held somewhere in the report server or on the web
server? I was able to find where the vanilla ones are saved to my custom
ones aren't there. I don't want to rewrite them unless absolutely necessary.
More Actions did not work either. Thx.
Not sure why the 'More Actions/Download report' doesn't work, but the ne...CRM 1.2: Custom Field with hyphen in name averts default value settings
unfortunately we have customized a lookup-field in crm whose name
includes a hyphen months ago.
Now this seems to be the reason why it is not possible to change the
default value of this lookup.
Any experiences with special characters in field names?
What can I do now?
Is there another reason for my problem with the default values?
It's a pitty that CRM didn't prohibit the usage of the hyphen on
creation of the field, but now months later this error is hard to
Had a similar problem with Crystal Reports as well, where a special
character in the fieldname averts...Importing customization problem
Whenever I try to import any customization.Xml to one our servers it gives
me the following error message:
Either the file could not be uploaded, or this is not a valid Customization
I am sure there is nothing wrong with the files since I have uploaded them
to other servers and they worked fine.
Does anybody know what’s wrong?
Check if the customization file you are trying to import is from the server
that has the same rollup installed.
this error is thrown when you try to import a customization file from rollup
2 to one that does not have this rollup installed.
...Customize Outlook Today #20
When I click on Customize Outlook Today nothing happens.
I have uninstalled and reinstalled Office and it still
doesn't work. I have also installed all current
updates. Any suggestions???
"Jessica" <firstname.lastname@example.org> wrote in news:email@example.com:
> When I click on Customize Outlook Today nothing happens.
> I have uninstalled and reinstalled Office and it still
> doesn't work. I have also installed all current
> updates. Any suggestions???
OL2000: You Cannot Customize Outlook Today After You
Ins...custom button to launch list of transactions to be voided
so everyone knows you can go to Recall > Void a transaction.
can we create a custom button on the right side to go directly to the Void a
Transaction command without having to use the recall button?
You can use vb or vb.net. see the customization guide.
JR Data Inc.
"Andy Miller - Teknor, Inc." wrote:
> so everyone knows you can go to Recall > Void a transaction.
> can we create a custom button on the right side to go directly to the Void a
> Transaction command without having to use the recall button?
A macro is quicker to do but le...Why does my newsletter lose its custom format when I email it out.
I want to send out an email to a list. I have composed it in MS Word,
customized the formatting for boldface, spacing, font size, centered in some
places with a weblink. Here's my problem: each time I copy the newsletter
from MS Word to the COMPOSE window in my email, I lose all the formatting and
it goes out looking plain and uninteresting.
I don't even know if I have Publisher (I'm new at making newsletters), but
suppose I don't. Can't I just make it work with the Microsoft package I'm
Try selecting HTML format in Outlook.
Mary Sauer M...custom reports
I'm hoping someone can help me with reports. i have a
multi-store operation and need to be able to run a report
on headquarters that will break-down what each store has
on hand. i can run them individually, but that wastes a
lot of time, as well as paper. is there a way to run
o/h, sales, committed, o/o in a report showing each
stores information? if not, does anyone have a crystal
report with this they would be willing to email me?
The first report you want is the Item Snapshot Quantity List. Just drag the
ILC to the leftmost column.
The second will be a modif...Custom Form Problem
I am not an expert at all, but have created a custom Task form using
OL 2007 (we use exchange 2003 too).
I have created a form that basically has a tab called "review sheet".
We assign tasks around our small office, and everyone signs off on a
particular line on the review sheet as they complete steps.
I created the form, saved it to the Organizational Forms Library.
Then, I went around to everyone's computer, and in the Forms Manager,
copied it from the Org Library to everyone's task folder under their
personal mail box. To create a new task, highlight our tasks folder,
t...Creating a Custom Outlook Rule
I have an MS Access application that uses Outlook Automation to start
an email thread. The subject line is somthing like: "TID(427) This is
my Subject blah blah ..."
I am trying to set Outlook up so that whenever the email response has
"TID(###)" it automatically copies that email to a it's matching
windows subdirectory. Like ...
\\MyServer\MyMailShare\TID(427) This is my Subject blah blah ...
So, from Outlook, the custom rule would need to first recgnize that
"TID(" is an incoming response to the application, then copy that
email to its assoc...