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...incorrect check / cheque number printing
When generating a cheque run, let’s say cheque 61, 62, 63 and 64, the
information printed on cheque # 62 is actually cheque # 64 and vice versa.
This does not happen every cheque run, but it does happen fairly often.
I have not seen GP do this. What version and service pack of GP are you
using? Are you 100% sure the check stock itself is not out of sequence? Do
you have any customizations?
Dynamics GP MVP
Flexible Solutions, Inc.
"Syed" <Syed@discussions.microsoft.com> wrote in message
...VBA to check for latest version of front end?
I have a split database where the users have a local copy of the frontend. I would like to use VBA to check whether the users have the mostrecent version. I have set up the following tables:tVersion-Back-End (link to table in the BackEnd version)tVersion-FrontEnd (local table in the FrontEnd version)Each has a field Version where I am planning to put in the versionnumbers.Now, I am just starting to use VBA in my Access projects. Can someonepoint me to some coding to accomplish my task above? Can someone alsopoint me to a good resource (book, website, course) that would take mefrom a beginn...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...Letter Writing assitant to be used with Prospects
Would like to see Letter Writing Assitant to be extended to be used with
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http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=73b8a531-e5c3-4d8b-91ae-5b1758b9f1a5&...Using mouse wheel in VB editor
Just tried using the mouse wheel to scroll within visual basic editor in
excel but it wont let me. How can I turn this feature on. I am using Excel
Thanks in advance.
This is a known problem with the latest MS mouse drivers. You
can either install version 4 of the drivers (current version is
5), or use FreeWheel, and freeware program at
Microsoft MVP - Excel
Pearson Software Consulting, LLC
"fullers" <firstname.lastname@example.org> wrote in message
ne...Send to certain person using specific email account
I send an email to a certain receipient but don't want to use the
default email account.
Is it possible that when I send to them (plain text) , that it will
choose the other account I want to use to send it? Please advise how I
set this up.
I do not believe that this can be achieved automatically through standard
use of Outlook as you need to manually specify the name of the account to
send from if different than the default.
However, it would be possible using the Outlook object model. An Addin would
need to be developed that monitored each mail item prior to sending. If the
d...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...Word2007. Checkbox. No Form
We have a document (not a form) that we would like to use checkboxes in.
This document has a couple of sections where it would be useful if the user
could check if something is applicable. We can't protect the whole document.
Thank you for your help!
I actually used this feature in a form this morning. Although you don't say
what version of Word you are using, you can access the Control Toolbox
toolbar in Word 2003, or in Word 2007, it is on Developer tab.
To show the developer tab, click the Microsoft Office Button and then click
Word Options. S...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??
The problem of a date code... I need to address this so that fo
example, 5/6/04 can be correctly entered as either 5th of June or 6t
of May, depending from where the date emanted.
Message posted from http://www.ExcelForum.com
Couldn't you format the cell as mmmm dd, yyyy so that the user sees what date
they entered in a non-ambiguous manner right away?
Or maybe provide 3 inputs: Month, day, and year.
You could combine them elsewhere.
"adn4n <" wrote:
> The problem of a date code... I need to address this so that for
> example, 5/6/04 can be c...Use exchange from a trusted domain
I have domain a and domain b. Domain a is all set upp with exchange etc.
Domain b was bought, and they don't have exchange. I have trust between the
domains and file sharing and authentication are ok.
What we want to do is, make users on domain b and let them use the exchange
(on a seperate storage) on domain a.
The users on domain b must logon to domain b, but need to have mailbox on
Domain a are running on win2003 and exchange 2003. Domain are running on
win2003 with forest and domain ready for exchange.
thanks in advance,
Thi...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...I would like to know how to set up a 'fill in the blanks' form?
I would like to set up a templet of sorts to fill in the blanks for
...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 :.. email@example.com
>...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 ?
...Customer check data
When customers pay by check RMS asks for specific information such as
drivers license number, routing number, account number, address and phone
Does anyone have a report and or a way to extract this info from the
database for cases when the check is returned for NSF?
We can write you this report. Contact me for detail on price .
Afshin Alikhani - [ firstname.lastname@example.org ]
CEO - Retail Realm
= = = = = = = = = =
"Scott Santorio" <email@example.com> wrote in message
> When customers pa...GP 10 AP Reconciliation Statement
I have one query about the reconcile feature that is available in GP
10 to reconcile the AP and AR to GL.
It has come to my notice when i take a recon statement for AP it does
not match with the AP historical aged trail balance after taking into
consideration the unmatched and potentially matched transactions.
I have taken the AP smartlist for the given period and compared it
with the transaction being displayed in the recon statement. What has
come to my notice is the recon statement is not taking few transaction
like invoice or payment for some reason. I faced this issue with
almo...how do I import my contacts from IncrediMail 2.0 to MOutlook2007
I am new to using microsoft outlook 2007 and am searching for a way to upload
my contact list, from Incredimail 2.0 to Outlook 2007. Any help would be
definitely appreciated, thanks!
How do I save my IncrediMail Address Book and move it to a different
In Outlook - File --> Import and Export ... import the CSV file created via
process noted above
Karl Timmermans - The Claxton Group
Co...automating email marketing with workflow in CRM 4.0
I am attempting to prepare a client demo that demonstrates some of the
features of Microsoft CRM 4. The potential client is a staffing
agency, and I have spent some time thinking about how they might use
Here is a business process I have thought up that, if I could get it
to work, would be great to show at a demo.
1. An account calls about an opportunity. The opportunity is
entered. The opportunity has certain skills attached to it, such as:
SQL Server, Linux, C#, etc
2. Contacts (candidates) also have certain skills attached to them,
such as: SQL Server, Linux, C...why does my spell check not work?
My spell check has never worked. What can I do to set it up?
In what program / version
"karen" <firstname.lastname@example.org> wrote in message
> My spell check has never worked. What can I do to set it up?
...How Use ShellExecute with a CMemFile
I need to store files of various types (such as .doc, .xls, .jpg, .pdf,
..wmv, ...) in a database. Upon retrieval of such a file I have the file as
data in memory in a CMemFile. I need to then "display" the file in the
aproriate application. If I were to write the CMemFile to disk and create
an actual file I could then, of course, use ShellExecute() to launch , say
Word to display a .doc file.
However, I would much prefer to avoid the overhead of writing the data to an
actual file and then dealing with having to detect when the User is done and
cleaning up the file I had ...Can i use conditional formating on a cell when it contains a formula?
I am trying a "conditional formatting" on a cell that contains
formula, but it didn't work.
"If cell value is equal to 0 then font - white" This doesn't work,
If i use this condition on a cell without formula it works just fine.
sit's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=262
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are you sure your formula returns an exact zero?. Could you post the
formul...Using INDIRECT within functions
I learned a bit from JLathman in a previous post but tried to use the same
methodology with this formula (also learned from this Group to get the last
entered value in a column) without much luck.
The original formula was this with 2009 sheet being static:
Trying to make it dynamic I tried the following without success:
=LOOKUP(INDIRECT("2,1/(" & O1 & "!$H$3:$H$65536<>"")," & O1 &
Did I miss something or are...Null value in form not trapped by beforeupdate event
I have a form in Access 2003 linked to a SQL Server 2005 table. When
I clear the value in a textbox (bound field is varchar and is
required), I want the before update event to run to tell the user the
value cannot be null.
When I press the tab button to move to the next field after clearing
the texbox, the before update event is not triggering and instead I'm
getting the following error:
You tried to assign the Null value to a variable that is not a Variant
data type. (Error 3162)
How can I prevent nulls before and this error from triggering?