Merging Duplicate Contacts
Is there an option in V3.0 to merge selected accounts/contacts/leads that
have been selected as duplicates?
yes, from the Contact List or from an Advanced Find for contacts, you can
select multiple contacts and click the Merge icon at the top of the list
(the merge icon looks like two small pieces of paper becoming one larger
piece of paper). When you click it, a merge dialog will appear and help you
with the process.
Sorry for the weak description of the icon by the way :)
"Mandy" <Mandy@discussions.microsoft.com> wrote in message
news:32468F52-66E7-4738-9148-5...Problems with creating a newsletter
I chose the form "Newsletter - email".
I have created a 3 page newsletter. Now, I have NO IDEA how to send it out
as an email. I do not want to send it as an attachment. I cannot figure out
which "save as" format or what I need to do so that i can email this
newsletter. Is there a website that goes through how to do this?
Am I correct when I say that it has to be html in order for me to send it as
email? That is not one of the options.
Any help you give me would be greatly appreciated.
...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...Resolving Email Address to existing contact problem
Has anyone else come across this issue in MSCRM3.0? - when you attempt to
resolve an email address to an existing contact in CRM (that does not
currently have an email address stored in their details) the contact resolves
OK but does not update the email address in the contacts details.
Is this by design, or have I found a bug?
...HELP Recovering addresses and email from Outlook 2003
I had some serious driver issues that required re-installing XP from
disc. I did use the backup option and have a backup of all the old
data. And of course had to reinstall Office 2003.
Will third party software restore my old email and addresses or am I
out of luck?? Thanks for the help
> I had some serious driver issues that required re-installing XP from
> disc. I did use the backup option and have a backup of all the old
> data. And of course had to reinstall Office 2003.
> Will third party software restore my old email and addresses or am I
> out of lu...Converting Opportunity to Account
How do I convert an Opportunity to a Account? Thanks
This is not possible, opportunities are opportunities for existing
accounts/contacts. This is why when you convert a Lead to an Opportunity you
must select the potential customer also.
> How do I convert an Opportunity to a Account? Thanks
how would I select a potential customer? does this mean I have to create an
account for them as well? it wouldnt make sense since they may not ending up
being an account. thoughts?
"Dan Quinton" wrote:
> This is not possible, opportunities...Multiple copies of email in "Forward to"contact
I am running Exchnage 2003. My CEO has a conatct in our organisation that
refer to his blackberry contact. I have set the forwarding to also keep a
copy in his mailbox.
What happens is that three copies of his forwarded email hit his blackberry
account! Only one hits his internal mailbox.
What I ahve determined is that the front end Exchange server seems to be
creating the additional copies. Is this how its meant to be (don think so cos
its such a nuisance and my CEO keeps complaining about it).
How do I tell the front end server that this guy's mail server is the one
that...Associating Multiple Existing Contacts to an Account, Until CRM 2.x
I have racked my pea-sized brain for endless days for a way to associate
multiple existing contacts (or accounts) to an account.
My client has accounts that have many contacts (or accounts) involved at
different stages of acquiring a new account.
The logical method would be to add a custom attribute with lookup
functionality into the existing CRM contact or account objects but this is
not possible with CRM 1.x.
The resulting UI would allow an end user to associate different contacts (or
accounts) to an account. Example:
- AccountPhysician: (existing account or con...Sending Email #6
When sending e-mail I heep getting it bounced back with
the following message;
Your message did not reach some or all of the intended
Sent: 1/12/04 4:34 PM
The following recipient(s) could not be reached:
'name' on 1/12/04 4:34 PM
553 sorry, that domain isn't in my list of
allowed rcpthosts (#5.7.1)
Why does this keep happening? Receiving e-mail is not a
Generally, this error message means that the email address to which it
refers is not accurate. Go to your address book and carefully check the
spelling and ...Contacts Search
Operating System: Mac OS X 10.5 (Leopard)
Email Client: pop
I recently deleted some vital Microsoft files, I reinstalled the package and my backup emails, contacts etc, the only problem is that if I do a quick search in contacts it brings up totally unrelated contact and not the contact I was originally looking for ??
On 1/31/10 4:01 AM, in article 59bb1f13.-1@webcrossing.JaKIaxP2ac0,
"David_Marriott@officeformac.com" <David_Marriott@officeformac.com> wrote:
> I recently deleted some vital Microsoft files, I reinstalled the package and
> my backu...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...How do I convert a concatenated value into a know value
I am trying to get the results of a multiple input table, which get
concatenated, read out as usable values
eg. If the concatenated values are for example *llbbt* , I need this t
be read as Simon, or *lbttd* must result in Fred etc...
I will attact the spreadsheet.
Attachment filename: book3.xls
Download attachment: http://www.excelforum.com/attachment.php?postid=54116
Message posted from http://www.ExcelForum.com
You are probably better off by describing your problem, most regulars won't
Peo Sjoblo...CRM Email Displays Size=2>
One of my users is experiencing an issue when they save an email that is
tracked within CRM the email displays in CRM with "Size=2>" directly in front
of certain lines of the email. So for example "Size=2>" will appear in front
of someone's comments in the email or in front of their name. Does anyone
know why "Size=2>" is displaying in front of the lines of an email? Thanks.
"Mike H." wrote:
> One of my users is experiencing an issue when they save an email that is
> tracked within CRM the email displays in CRM wit...Email cannot be resolved...
When you send an e-mail message from an existing Microsoft Business Solutions
CRM contact, the e-mail address does not resolve to the contact record. When
you view the e-mail message in Microsoft CRM, you receive the following error
The sender's email address could not be resolved to a record in the system.
At least one recipient could not be resolved to a record in the system.
There is a KB article with a hotfix that addresses this issue for CRM 1.0 -
has anyone had this problem in version 1.2 and been able to resolve it?
I experience the same problem, though it ...convert to stored proc
Hello. I have been given a conversion assignment to convert Access db
(frontend) with sql server 2005 backend to be included in a new webapp
that is being constructed. Unfortunately, my stored proc creating is
a bit weak and I'm not afraid to admit it. With that said, I came
across an Access query that is puzzling me. Here it is;
SELECT Purchase Orders *,
POSO Relationships.SONumber AS RelatedSONumber,
IIf([POSOType], [POSOType], 'Standard') AS POSOTypeFull,
...Recurring email #2
I have a user running Outlook 2002. She has been sending
out an email every week to a few other users to remind
them to go out on the network and check a certain file. I
advised her to have each person set up a recurring
calendar reminder so she no longer has to do this. She was
aware that she could do this but wanted to know if there
was a way she could create a recurring email from herself
to these other people instead. I am not aware of a way to
do this in Outlook so I thought I'd post this to see if
anyone else knew if this was possible.
Derek <derek.larson...Start macro creating a mail with contact data and autotext
I am working with an user form.
The developing of that form started with Outlook XP with a lot of code
inside for different buttons.
I changed to Outlook 2007 and unfortunately the code of the form was not
What I learned about this is that MS does not support to much code in the
form (or maybe a bug).
They also do not support any longer.
I was sending this form to MS support but they told it is do much code
inside and they do not know, why the code is not displayed.
In Outlook 2003 the code is displayed as in Outlook XP.
Because I do not know real...Printing contacts finally partially repaired
Two printing problems with Outlook 2007, the first solved, the second still
So, finally, I don't know when, Outlook was repaired such that one could
print out individual contacts as detailed address cards. This was broken for
quite some time.
Anyway, now those of us who choose to print out copies of address books are
once again rewarded with this possibility.
BUT..there is always a but, Outlook does not yet completely properly format
the printing for all of the book and booklet possibilities which the software
presents, especially for doing double...How do I import contacts, email, etc, from Outlook 2002 to 2003
I just purchased a new PC w/ Outlook 2003 and my old PC has Outlook 2002. I
need to know how to move all of my current info (calendar, email, contacts,
etc) to my new PC Outlook 2003.
First, never import.
Second, read the Help Files:
For best results make sure you check your PST file for errors just before
you migrate it and do NOT copy it into Outlook's default folder where you
may inadvertently overwrite another PST file and corrupt your profile.
"RickyG" <RickyG@discussio...open outlook new email form from a crm form
It would be great to be able to open a New Email form (outlook form) by
pressing a button on the Contact, Account or Opportunity etc. form in CRM.
Customers like to use outlook for email and currently there is a disconnect
in that if you are on the opportunity screen and you would like to email the
Potential Customer (and have regarding on the email linked to the Opprotunty)
you have to leave the screen and start a new email in Outlook and lookup the
opportuninty you already have open again to populate the regarding if you
want to use Outlook. You could use Email button, but browser ema...Inbox Icons not changing when email forwarded or replied to
This may seem like an insignicant issue, but when you have
hundreds of emails in your inbox, it is extremely
important to know which ones you have forwarded and which
ones you have replied to.
Unfortunately, my inbox icons do not change when I reply
to a message or forward a message. They also remain as
the "Read Message" icon.
I have searched the Knowledge Base, but I have been unable
to find an answer to this seemingly simple issue.
I am using Outlook 2000.
Appreciate any assistance,
...Email signature #4
Using Outlook 2000, whenever I send an email my automatic signature is preceded by "AUTOTEXTLIST \s "E-mail Signature"". How do I get rid of it? It doesn't happen when I insert auto text directly.
...Exchange problem while emailing from TS
I have a published application via TS and Citrix Metaframe XPe. OCCASSIONALY,
when a message is sent from MAPI client configured in the TS environment
(Outlook 2003) it will change the SMTP address, by concatinanting the
address. For example: firstname.lastname@example.org is the intended address, when I look at
the Message Tracking Center on the Exchange Server it's attempting to send to
email@example.com:USER@DOMAIN.COM. Where is the :USER@DOMAIN.COM, which is
being added to the end of the SMTP coming from ?
...outlook 2007, exchange 2007 in SBS 2008 email attachment extensions changed
Day one after rolling out SBS2008 after migrating from SBS200,
A number of users are complaining about Word doc's arriving as .do_
and pdf's arriving as .pd_ which need to be renamed to work as intended.
Have googled and binged to no avail. Forefront wasn't installed, and
get-attachmentfilterlist commands in the Exchange power shell don't
return anything that clarifies the situation.
Anyone any ideas where this is coming from?
You sure you have no other mail filtering? If you have no forefront..
it doesn't sound to me like it's the SBS ...