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...Business Portal Error-SQL server does not exist or access denied
We are running business portal 4.0 for one of our customer. It was running
correctly, however, they have changed the SQL server port (previously it was
set as default 1433). After that the business portal becomes very slow and
while creating a new request (purchase requisition) if we open the item pop
up; it is showing exception
"SQL Server does not exist or access denied...."
Can any body tell me how can I provide the new port number to business
portal connection to the database.
Thanks and Regards,
Thanks for using the newsgroups. I have a...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...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...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??
...Joining text with a formula in cell #4
just to complete the thread...
I found the answer.
You have to change the format of the cell to custom 0.00"*"
this is the only way it will show only 2 decimal places
Thanks for the hel
Mustard Head's Profile: http://www.excelforum.com/member.php?action=getinfo&userid=1630
View this thread: http://www.excelforum.com/showthread.php?threadid=27700
...Macro for Sharepoint List and another Table?? Same # records?
I am creating a database which we have a form made up of prepopulated data
(from a sharepoint list) and also data input needed by a user (for example,
I have two tables: one sharepoint list that is linked to sharepoint website
and another table that houses the additional user inputs [table 2]. I have
linked the files based on the primary key. So, every record in my table 2
has a plus sign and it will expand and you will see the linked data from the
Is there a way that I can automatically create a record for every
corresponding record ...Office 2003 Service Pack 3--subsequent problems opening Publisher
I run Publisher 2003 on Windows XP. On June 13, I updated my system with
Office 2003 Service Pack 3 so that I could open Word documents with the file
ext docx. Subsequent to the Service Pack 3 installation, whenever I open a
Publisher file (which I created), I get the following message: "Publisher has
detected a problem in the file you are trying to open. If you are certain
that this file came from a trusted source and does not contain harmful
information, click OK." What is causing this and is there a way to stop this
Error message when you...Service Products Tracking.
We run a workshop repair service, what is the best way to track customers
products, as it seems unfeasible to add products when booking an over the
counter repair order in CRM.
I would like to track repairs against machine manufacturer to do simple
reporting like reliability against brand etc.
I would recommend the following as the product you sell is a service I would
create the service as the product i.e. create product Start-up costs, hourly
To track brand reliability I would create one or more custom entities which
contain the brand and maybe even their products. T...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...wanted to design a 4 sided A5 leaflet.
Are there any templates available to download?
There are pre-designed leaflets within Publisher.
You might think about 4-sided... Do you mean a booklet fold?
There are templates here
Mary Sauer MSFT MVP
"Mystic" <Mystic@discussions.microsoft.com> wrote in message
> Are there any templates available to download?
...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 :.. firstname.lastname@example.org
>...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 ?
...Showing 3:54PM instead of 3:54:03PM
How do you get rid of the seconds in the time area. I have changed the
formatting in the time. I use the excel file as a data source. I include the
time in the mail merge. It always shows up with the seconds in the time. Very
it may be formatted as text, so won't respond to changing the time format.
if it is text, the TIMEVALUE formula will convert it to a decimal-based time
value which can then be formatted by using Excel's normal Number formatting--
to get rid of the seconds.
> How do you get rid of the secon...Hyperlink problem #3
I've got two workbooks on a shared drive with hyperlinks
linking the two. When a user clicks on the hyperlink on
the first workbook, it takes him to the second workbook.
Fine. However, when the user clicks on the hyperlink in
the second workbook to go back to the first, the error
message says that that workbook is already open and it
cannot open two files with the same name. Help is
I just tried a small test in xl2002 and it worked ok for me. I use
Insert|Hyperlink to create the links.
Are you sure that the hyperlinks point at the file you want--same folder and
e...Outlook Client #3
I have recently installed crm outlook client for one of my users and then
also installed the 2 rollups for version 3.0 . Unfortunately outlook is
still restarting even after the rollups. Kidnly advise the necessary
solution that resolve the problem.
Please clarify, outlook loads and then crash "restart"? Has Office applied
with latest Office update?
Frank Lee, Microsoft Dynamics CRM MVP
"Faiz Amir" wrote:
> Dear All,
> I have recently installed crm outlook client for one of my ...Rounding Numbers #3
I have a list of values as below:
I would like to create a formula that rounds the values to the nearest 0.05
eg. Round 476.14 to 476.15, 361.99 to 362.00, 375.36 to 375.35 etc…
Is there anyway that I can do this?
> I have a list of values as below:
> I would like to create a formula that rounds the values
> to the nearest 0.05 eg. Round 476.14 to 476.15,
> 361.99 to 362.00, 375.36...How to add a button to restore all altered cells original values?
I want to add a reset button to an excel spreadsheet that will restore the
values of all changed cells to the original saved ones.
Any help would be appreciated.
this would require quite some VBA code as you somehow have to store the
original values for example on a separate hidden sheet
"Dawnybros" <Dawnybros@discussions.microsoft.com> schrieb im
> I want to add a reset button to an excel spreadsheet that will
> values of all ...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...Doesn't show busy,when scheduling meeting
I have a user, who has meetings scheduled and shows up in her Calendar fine.
But, when she or someone else tries to schedule new meeting, invite her, it
doesn't show her busy schedule.
It indicates as if she is available all time.
Secondly, when she edits the meeting and marks as "Out of Office", than it
shows up as busy.
Her Out of Office is Off.
Outlook 2000 with Exchange corporate setup.
Any help will be appreciated.
Could someone explane to me what is the purpose of dwThreadId, the last
member of SetWindowsHookEx function?
I've expected that this is a thread id with which hooks is associated. That
means that hook is getting only messages produced by this particular thread.
But it looks like I'm getting system wide messages anyway. so could somone
make it clear for me?
In fact I need to process a mesages of only one window. I know the thread id
of that window. But! this thread is not in my process! And I don't want a
real system wide hook because it slows down the box.
Ok, I think ...RMS 1.2 vs 1.3, plus integrate with Great Plains
1.) I am working on an assessment for upgrading our current RMS software from
1.2 to 1.3. My assessment will take in account the benefits, broken down by
store operations (Retail) and the benefits to IT. Also, list risks and
potential problems that might be experienced. We currently have 28 stores
with 3+ registers per location with another 22 new stores on the schedule
over the next 2 years. Are their other in this group of similiar size that
have done this upgrade to the new version?
2.) If we do not upgrade the software, can we still integrate the RMS to
Great Plains? Would we...Duplicate E-Mail #4
Every time I get e-mail from certain users I get their e-mail twice. I
have not been able to figure out why this is happening. Is it their
fault or my fault and if it is my fault, how do I fix it?
Alfred Kaufmann <email@example.com> wrote:
> Every time I get e-mail from certain users I get their e-mail twice. I
> have not been able to figure out why this is happening. Is it their
> fault or my fault and if it is my fault, how do I fix it?
See if this helps: http://www.howto-outlook.com/faq/duplicates.htm
Brian Tillman [MVP-Outlook]
...formula to have 0 to 6.5 only in ref to other cell val of 0<=6.5