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...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.
...Meeting updates #2
My users cannot update meetings created when they were on
the old email server. I have noticed that the old string
is still mapped to the meeting. e.g
x400;c=us;a= ;p=Org name;o=exchagne;s=Lastname;g=firstname;
Take a look at the following article:
275134 XADM: Cannot Reply to Messages That Are Sent from a User Account That
The same thing applies to meetings.
How did you move them and what version(s) of Exchange?
Microsoft Exchange Support
This posting is provided "AS IS" with no warranties, and confers no ri...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...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
Usi...EXCEL 2007 Formula to calculate INTEREST only on a 3 month bridge
I am trying to calculate monthly INTEREST ONLY payment on a short term
bridge/swing loan. Assuming an interest rate of 2.75%, paid monthly, Also
assuming it will be required for a 3-6 month period, amount approx $500,000.
Just switched to Excel 2007 but don't seem to be able to calculate using the
formula builder. Not sure if it is compounded daily or monthly.
You might want to check out the IPMT function. From the XL help file:
Rate is the interest rate per period.
Per is the period for which you want to find the interest and must...Steps to Share Outlook on 2 different drives
This is a problem created by a dual boot of XPPSP2 on one drive C:\ and
Vista on another drive E:\ that I use to format for new builds of Vista on
the same box.
I want to take my Outlook 2003 in box and folders on two different drives on
one box and combine them so that all the emails go to one account and all
the folders can be shared or used on each drive.
I want to do the same with Outlook Express as well, and since this is an
*Outlook newsgroup, I'll just take what I learn here and apply it to the
..dbx folder(s) in it.
The idea is to receive email on both drives in one in one...printing 2 charts on single page
Using Excel 2k, Win 2k
I was trying to print to line charts on a single page to demonstrate the
corelation between the two data sets.
I would like to print in portait mode with one chart on top of page and one
on bottom. Excel only seems to offer putting chart 2 on a separate page or
embedding it in chart one.
I am not very familiar with excel charting capabilites can anyone suggest a
...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...Offline folder problems #2
Basically I installed Outlook 97 on my office PC which is
connect to microsoft exchange server.
For some reason all of my messages were copied into
offline folders, this causes a problem, whenever I open up
outlook I get this message.
Upload of offline changes could not be completed you do
not have sufficient permission to perform this operation
on this object. See the folder contact or see your system
I do not administrator access on my user profile, every
time I open outlook it resets everything I have changed
(view etc) and gives that error message. How ...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??
...disabling splash screen?
How do I turn off the splash screen in Outlook 2000? Thanks.
...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...How disable postmaster reply in exchange 5.5
I receive mail from virus in my Exchange 5.5 with
this format name@mydomain with a virus attached
My exchange server reply with postmaster with the original
I think that this is Mydoom virus.
Please help me to disable NDR messages for any e-mail sent
to an invalid address.
Virus send e-mail with field FROM with addres that want
attack and my exchange reply with postmaster with the
original mail that contain mydoom virus.
Excuse me for my bad english.
It is not possible to disable generation of NDR with E55. Why not
install antivirus for Exchange?
> I rece...Receiving Transaction Entry #2
I went into Receiving Transaction Entry to record the receipt of an item.
The invoiced price did not agree with the purchase order. I had to add
Shipping and adjust the provincial tax. I went to the proper screen to
over-ride the calculated tax and the system told me that I couldn't do that
because I had not filled in all the BOLD, RED areas. At that point I wanted
to close down that screen, but the system would not let me do that either. I
could minimize the screen and then I could also see that there wasn't any
required information that had not be entered. The only way I c...Opening pub files created with older Publisher versions #2
I have just upgraded to Publisher 2003 from 2000 and am having trouble with pub files sent to me for our chuch newsletter
which is using Publisher 97
The text is not wrapping around graphics boxes. Can I fix this? I really don't want to go back to Pub 200
Richard this is caused by Publisher 97 not been printer independent.
Even if you went back to Publisher 2000, unless you have the identical font
versions and printer driver you would have issues with formatting.
It sounds like the person sending you the file has a garbage HP inkjet
printer. Get them to install the HP5P laser p...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...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...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...VCard issue #2
This is a weird problem, but when I send a vcard to
someone, it shows up in my sent items as a vcf file, and
has a vcard icon on it, but when the recipient gets the
VCard, it shows up as msg file, with an envelope icon as
the attachment. When I open it, nothing is there - it's
empty. I can't find anything regarding this problem on
google or MS's website. Anybody have any ideas? Is it a
problem with Outlook? Do I need to do a detect and
repair, a reinstallation? Thanks for your help!
Does the same happen when you send a message to yourself? Is he/she able to
see it w...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...Some Excel formatting functions taking a long time to work #2
Excel 2000 SP3
When I use some formatting functions for the first time in a
session, such as bold, increasing font size etc, it takes up to 30
seconds to work. Meantime Excel is locked up until it completes that
formatting call. I suspect faulty DLL?
Has anyone experienced this? How to fix (other than a complete re-
Any advice appreciated.
On Nov 5, 8:39=A0am, Piri <wiremu.pare...@hotmail.com> wrote:
> Excel 2000 SP3
> When I use some formatting functions for the first time in a
> session, such as bold, increasing font size etc, it takes =A0up to 30