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...I want to unlock my word doc to make changes its protected
I am writing a word document the other night. I went to carry on with it
tonight but found it has protected the document and won't let me continue
writing or editing
Word 2007? Assuming that you have activated Office, it seems your trial
version of the application has expired. Time to pay the piper!
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor - Word MVP
My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> ...Changing SQL Server for CRM 1.2
As my SQL server is currently on its last breath I am in the process of
moving our CRM 1.2 databases to a new dedicated serever. I have detatched the
databases from the old server, copied the files to the server and attached
I have then gone into CRM deployment manager and changed to the SQL server
to the new server.
That all appears to work fine, no error messages. But when users try to
access the CRM system they get an error and the CRM server event log fills
with error messages. A few are listed below:
dmLog: Failed to execute the SQL batch in the file sqlbatch.sql.
MSCRM P...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...Can't insert Char(1) into SQL Server from Stored Procedure
I am trying to insert a char(1) field into a table from an ASP.Net/C#
At first I was inserting rows into the table but none of the columns that I
was inserting the rows into were char(1) columns, they were mostly int and
Then I found out that there was one column in the list that was not supposed
to be an int column but instead it was supposed to be one of the char(1)
columns into the table.
So I replaced the int column in the list with the char(1) column and since
the value of the char(1) column resulted from a CheckBox ('Y...How do you turn off/on the "1" or "2" or "+" or "-" view hide/unh.
What is or how do you control, turn on/off the small "1" "2" or "+" "-"
hide/unhide view buttons right above the "A" cell? Sometimes shows when I
'Data - Goup/Outline'
> What is or how do you control, turn on/off the small "1" "2" or "+"
> "-" hide/unhide view buttons right above the "A" cell? Sometimes
> shows when I hide columns.
You can toggle them to hide or display with
Our Sales VP has restructured all of the geographical territories that we had
set up in Microsoft CRM. Our many thousands of Accounts are associated with
Obviously it is ludicrous to think that we would have to go one by one and
change the territory on each account to the new territories.
However, I have heard that there are strict rules for making changes
directly to the backend SQL database. If we develop a SQL statement to
change the territories assigned to each account to the new territories, are
we going to be breaking anything? We don't want to screw up any de...chart MAcro to change on activecell
Here is the macro below.. The only problem is that the columns change every
month. so range (columns)keeps widening.... I have sorted it by selecting
range upto column N. so it is provided for all 12 months.
But now the "Grand total" column which is always the last column also gets
included..(.which shouldnt be included in the range for the chart)
Is there a way to modify this macro ?
Dim ThechartObj As ChartObject
Dim Thechart As Chart
Dim Userrow As Long
Dim CatTitles As Range
Dim SrcRange As Range
Dim SourceData As Range
If Sheets("summary").Ch...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...Multi Currency Revaluation Option
We have a cash account in Canada. The amount is reflected properly in
our system in Canadian dollars. We changed the exchange rate at the
beginning of the year. We would like to reflect this change on my
beginning balances for the year 2005. When I try to run the revaluation
for finance series for this account, it doesn't update the beginning
balances. How do i update my beginning balances in functional currency?
Try running a revalue for the last period of the prior
year. Don't post it, just print to make sure it is doing
what you want. (You may need to open up the fiscal
perio...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??
...Changing font in Money 2004 register?
Is there any way to change the font(s) used in MS Money
2004's registers? The default font is too small and
difficult for me to read. Also, is there any way to
change the color scheme to something more pleasing to my
eye (like you can do in Quicken...)
Nope and Nope. See http://umpmfaq.info/faqdb.php?q=136.
"Debbie R." <email@example.com> wrote in message
> Is there any way to change the font(s) used in MS Money
> 2004's registers? The default font is too small and
> difficult for me to read....changing values of one field based on another
How can I best change the values of one field in a table based on
values of another field of the same table. We have an existing table
of thousands of entries and I would like to use the following logic to
populate a new boolean field.
If field1 = "Done" Then BooleanFieldCompleted = True
I have some Excel VBA experience but limited Access. I dont want to
do this manually! Any assistance appreciated.
In general, you'd use an Update query. However, in this case I don't see why
you'd need such a field.
Why not just create a query with a computed field that returns True...Change the Exchange Virtual Directory to different website
I would like to remove the exchange virtual directory default website
and move it another website which is currently redirecting to the
website I want to delete. Meaning rather than logon to OWA as
http://www.wheresmylunch.com/exchange (current default website) I want
to move to http://www.getyourownsandwich,com/exchange.
I am using Exchange 2000 server.
You would change the host header on the current website.
Hope that helps,
This posting is provided "AS IS" with no warranties, and confers no rights.
Please do not send email to this address, post a reply t...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 ?
...Money 2000 Account Balance Changed Inexplicably
Opening Money 2000, which I've used without problem since late 1999, I
noticed that my checking account balance was overstated by almost $2000! I
went to the register to see if there was a false transaction entered and it
appears that this balance change goes back years with no obvious single entry
being the culprit. When I run the "balance this account" function, it shows
that the closing balance from my last statement, which was correct and
rectified, is now also wrong and reflects the higher balance. What do I do
now? The only thing that I can think of is to restore...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...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...2 Domains, 1 Exchange Server
We're trying to go with 2 seperate 2003 domains, but with only one
Exchange 2003 Server. What would be needed for the domain that the Exchange
server is not in to access e-mail? We've contemplated having those users use
OWA, but would really like them to be able to use Outlook 2003. We're a
school district and want to segregate the kids domain from the administration
domain, but only have funding for one Exchnage server. Any ideas\help will
be appreciated. TIA.
This should explain what it requires:
"tj woo...Changing language
I am running the Swedish version of Excel for XP and I need the US (or
English) version. Is there a way to convert the language and all the
settings associated with it?
Using the swedish version is rather annoying since the formula names are
translated to swedish.
...Changing a profile on Microsoft Outlook 2003
I set up two profiles through the control panel and directed Outlook to
prompt me for which profile to use each time it was opened. But now it skips
the prompt and goes straight to one of the profiles. I need to restore that
prompt, but it won't respond to the instructions in the control panel Mail
did you get the same behavior after a restart of the computer?
You could try "Sart/run/fixmapi.exe" (you don�t get any confirmation
message) and restart the computer again.
If this wouldn�t wotk, I would create a 3rd (test) profile. Maybe Outlook
don�t ...With and import tool can you change only item description?
Is there a way to change only the item description on a large quanity of
items. What about the extended description? Thanks for your help.
Use the MS SQL Data Import Tool by EMS. $65.00. The QSImport Tool available
to download from Microsoft will probably work but is not supported by
Kinnard L. Kohler
Business Machines Systems
6101 South Shackleford Road
Little Rock, AR 72204-8606
> Is there a way to change only the item description on a large quanity of
>...Macro to change default setting on startup
I am in need of a macro that can change a default setting in excel and for it
to run on startup
The task is:
uncheck Update links on save
Below is the recording of the macro:
..RelyOnCSS = True
..OrganizeInFolder = True
..UseLongFileNames = True
..DownloadComponents = False
..RelyOnVML = False
..AllowPNG = False
..ScreenSize = msoScreenSize800x600
..PixelsPerInch = 96
..Encoding = msoEncodingWestern
..SaveHiddenData = True
..LoadPictures = True