ContactOpportunities

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- Previous
  - 1
    - CRM Address Book in Outlook-Missing Contacts If I open my Address Book while in Word or Outlook and choose CRM Accounts from "Show Names From" dialog box quite a few Accounts are missing even though I sync, go online or offline and close the web client. What controls the population of this address book? Thanks, Lloyd Tag: ContactOpportunities Tag: 67133
  - 2
    - Define, Schedule, and View Resources how do I define a resource, i.e. a conference room, a projector, a company vehicle, etc. once defined to be able to schedule its use and to be able to see it on the calendar (Outlook Calendar, Service Calendar, etc.). Tag: ContactOpportunities Tag: 67107
  - 3
    - Contacts in Outlook Desktop client In Outlook desktop CRM Options the Contacts sincronization was set on by mistake. All personal contacts went copied to CRM and all contacts on CRM went copied to Outlook. The option check box is now off but the contacts mess still in both sides. How can I delete personal contacts from CRM? -- Francisco Tag: ContactOpportunities Tag: 67105
  - 4
    - CRM should not display Tracking tokens, hide them! When emails are sent from an acitvity in CRM, the system appends a TRACKING TOKEN to the suject line of the email. This tracking token should not be visible to the user. You should allow a CRM administrator to turn off "System generated" messages, but leave CRM tracking of emails on. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=8471f725-dcdc-4775-9ac6-d62f8502136b&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 67104
  - 5
    - Registration screen We installed CRM 3.0 trial on SBS2003 and purchased and installed licenses before the 90 days expired. Today, when we tried to open the CRM screen, we get the screen "The registration period for CRM has expired!" Using deployment manager, I can see my server and CAL licenses very clearly. How do I pass that screen so I can get my users back in? Thanks Tag: ContactOpportunities Tag: 67101
  - 6
    - Problem with resolution of CRM contact emails Hi, Our system seems to have a problem with contact email addresses. When Outlook autofills CRM contact emails it sometimes does not resolve the email, only the contact name. I'm finding it difficult to replicate this problem, but some of te CRM users have definitely experienced it. Has anyone met this scenario before? (and does anyone know what to do about it???) Thanks! Tom Tag: ContactOpportunities Tag: 67100
  - 7
    - NEWBIE: Adding New Fields to the Case Form I searched the forum but I cannot find anything answering this question? I have aded a new Attribute to the "CASE ENTITY" called "SUBSCRIPTION TYPE". "SUBSCRIPTION TYPE" is a picklist value I creaed that I wish to be able to display on the standard CASE FORM. "SUBSCRIPTION TYPE" should be a 1-To-1 field to a CASE. When I attempt to customize my standard CASE FORM by using "Add fields" I dont see my new "SUBSCRIPTION TYPE" Attribute in the list of available fields. I want to add this new field to a Tab I created on the default case form? Thanks. Tag: ContactOpportunities Tag: 67096
  - 8
    - CRM Users/Licenses I'm at a loss. I am a system admin but do not have access to the deployment server. As I set up users, will CRM notify me if we've run out of licenses? Tag: ContactOpportunities Tag: 67094
  - 9
    - Duplications Hi Could someone please explain why CRM allows duplicate records to be created? I have tested this and I can enter the same account name more than once. Is there a way that one can restrict this from occuring. I would really appreciate any feedback. Thanks Tag: ContactOpportunities Tag: 67087
  - 10
    - filtered lookup view CRM Should let me create filtered lookup views based on a parameter. Foir example, if I have a custom entity that has a referencial many to one relationship to account and a referencial many to 1 to contacts, then, having already selected the account, when I click to lookup for a contact, I should have a way to lookup only between the contacts for the already selected account ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=718427ed-96b3-42d0-b4d8-1dd3edf0de31&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 67086
  - 11
    - Error when creating an SQL 2005 database for CRM 3.0 Hi Iâ??m installing a CRM 3.0 from scratch. I have installed a SQL2005 server I use Microsoft CRM 3.0 Professional Edition Server Setup CD. I fill in: Organization name Installation directory Web site SQL Server and create a new database Report Server An existing Organization Unit Network service account Exchange server I get an error in my Application event log: Event Type: Error Event Source: MSSQLSERVER Event Category: (2) Event ID: 17207 Date: 8/24/2006 Time: 8:04:00 AM User: DK\Administrator Computer: CRMPRE1 Description: FCB::Open: Operating system error 2(The system cannot find the file specified.) occurred while creating or opening file 'C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\deiftest_MSCRM.mdf'. Diagnose and correct the operating system error, and retry the operation. and Event Type: Error Event Source: MSSQLSERVER Event Category: (2) Event ID: 17204 Date: 8/24/2006 Time: 8:04:00 AM User: DK\Administrator Computer: CRMPRE1 Description: FCB::Open failed: Could not open file C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\deiftest_MSCRM.mdf for file number 0. OS error: 2(The system cannot find the file specified.). Where I those the SQL Server â?? I have also tried to those an existing database â?? but it tell me: â??The existing database are not compatible with this installation if MS CRMâ?? Is there any expert in this field, which can overlook the problem? Thank you in advance Best Regards Henrik Kristoffersen Tag: ContactOpportunities Tag: 67084
  - 12
    - Customer Relationship Management (CRM) Guide Customer Relationship Management (CRM) Guide Customer Relationship Management (CRM) today is the complete business strategy steered in favor of customer needs. And for any business to succeed CRM is no longer another software but an absolute necessity .Do You Ready For This? http://flying-rugs.com/crm/CRM.html Tag: ContactOpportunities Tag: 67082
  - 13
    - Worflow unable to cancel process It looks like Workflow manager lets you delete a rule event if there are still instances of the process running. Once the rule is deleted, you cannot Cancel the process in the Monitor. Any one knows how to get rid of such processes? (They are in Paused status and they won't resume and they won't Canel either!) Tag: ContactOpportunities Tag: 67081
  - 14
    - how to clean workplace list with completed activities ? Hi Everyone, When email activities are completed they still show in the users workplace assigned list or in their other lists. are they going to stay there forevery ?? or is there a way to remove the completed activities from the list ? The only way i see to remove them is either assign it to someone else or delete them, both of which are not the right solution. any suggestion will be really helpful. Thanks in advance Ashfaq Ali Tag: ContactOpportunities Tag: 67075
  - 15
    - date changed in transactions when sync with outlook Hi Everyone, when we sync data from outlook client the date is changed to the current date i.e. the date when it was synced, it should have remained the original date of the transaction. is this an error in our system or is this the way CRM works ?? how can we retain the original date in transactions. Thanks in advance Ashfaq Ali Tag: ContactOpportunities Tag: 67074
  - 16
    - Automated population of data in form fields Hi Everyone, One of my client wants to fill in the city and state information automatically based on zip code in forms like account, lead, contact etc. how can I achieve this ? a detail of steps or list of thing to be customized can really help me. another question related to same forms and fields is that how can I convert certain textboxes to combo boxes like state, topic, salutation etc etc ? again steps to achieve this and thing to be customized will really help. Thanks in advance Regards Ashfaq Ali Tag: ContactOpportunities Tag: 67073
  - 17
    - Customising Views I have a problem with the ability to customise views in CRM....why do they not let you set a 'before x days/weeks/months' filter, so that you can chase up companies and contacts that havent been contacted in the past? Their system view, 'Companies Not contacted in the past 6 months' is inadequate, as it doesn't filter based upon whether the contacts related to that company have been contacted. This is such a simple error, but it makes such a dfference! If anyone has any suggestions - or can point out that I'm wrong and you can easily fix this - then they'll be gladly received. Robert Turnbull ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=810516df-a9ce-425f-bc65-dd74f41b2ff4&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 67067
  - 18
    - eMail Receive in CRM Hello, I have installed CRM 3.0 Server and on the Exchange Server the CRM Exchange eMail Router. I can send eMails to external adresses but the answer of this mails is not imported into CRM. I have checked many settings but i found nothing... Any ideas? greetings, Stefan Tag: ContactOpportunities Tag: 67066
  - 19
    - Can CRM do this.? Hi we are just at the point of committing to CRM 3.0 but we have a few questions which some of you may be able to answer. 1] We have various other in house sales systems. Ideally we would like visibility of this data within CRM. How easy is it to do this.? Can CRM view external SQL database data.? Biztalk has been mentioned and also the 'build in' CRM web services. If this is possible, can 'matching' (i.e. John Smith at Microsoft in CRM / J Smith at Microsoft in another system) be done to group these records.? 2] We'd also like to report on this external data. We will be using SRS. How possible / easy is this. 3] Deduplication.! Can the data in CRM be deduped both at runtime (record entry) or in batch. Is manipulating data directly in the tables possible / supported by Microsoft. 4] We need to transfer data into CRM from our existing SQL based system. Are there utilities within CRM to do this. If not, how is it done? many thanks Chubbly Tag: ContactOpportunities Tag: 67065
  - 20
    - Trial Version Is there one and if so could anyone point me towards it. Thanks Chubbly Tag: ContactOpportunities Tag: 67064
  - 21
    - Add contact lookup to custom attribute Hi, I have added a custom attribute of nvarchar(100) and placed it on the the opportunity entity. I want to store a contact fullname in this field using a lookup to the contact records. After a bit of reading I got the impression I could do this with a relationship mapping but it won't let me map the fullname attribute from contacts to my new attribute. It says it must be the same type and the target must be equal or longer and not mapped anywhere else. Here is the problem. fullname is 160 characters long and the limit on my new attribute is 100. Am I on the right track here or is there something I am missing. Any help would be greatly appreciated. cheers, Rob Tag: ContactOpportunities Tag: 67060
  - 22
    - Create contract lines from Order Hi ! I want to create contract line automatically after Order creating. What is best practics for it? Please explain which customization i need to do. Thanks. Tag: ContactOpportunities Tag: 67056
  - 23
    - Rearranging fields after hidding them With simple Javascript we are able to hide fields from a form. However, the fields which are still shown on the form are not realligned. For example we might have the following scenario: Field 1 Field 2 Field 3 Field 2 should not be shown on certain conditions. So, in the onLoad() event of the form we hide this field. This will result in the following: Field 1 Field 3 With an empty space between Field 1 and Field 3. Is there a way to bypass this issue ? Thanks Nicos Papaioannou Tag: ContactOpportunities Tag: 67050
  - 24
    - CRM should let you change a product's unit group It is impossible to change a product's unit group once a product has been created.As a result, if you don't get this aspect of your system configured correctly at the start, it is very very hard to correct it down the road. I realize that the unit group permeates the entire database schema, but it should still be possible to change it without deleting the product altogether. Deleting the product and re-adding it is not usually an acceptable option for a mission critical system that has been in use for a few years. Hopefully you can find a way to let us change the unit group in future versions!! Thanks. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=bfe38457-a6a6-42b5-bae4-118857255eac&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 67036
  - 25
    - Email OnLoad Script Email signature Hi, Would anyone know how to insert a script, so it will insert a body message to a email form? Or if you would know this would work? What I am trying to do is to use the OnLoad function, so it will auto insert a email sigature to all emails. The signature will be same across the organisation for all users. ie. Line 1: Company Name Line: 2 Address Line 3 Telephone. Many thanks! Tag: ContactOpportunities Tag: 67035
- Next
  - 1
    - Sorting the "My Work" or "Customers" Hi, The default setting for the My Work is: Activities Calendar Queues Articles Reports Announcements The default setting for Customers: Accounts Contacts Is there a way to change order of these? Thanks Tag: ContactOpportunities Tag: 67034
  - 2
    - Customer Relationship Management (CRM) Tutorial (August 2006) CRM Basics,CRM Objectives,Types of CRM :: Operational CRM , Analytical CRM ,Collaborative CRM, CRM Implementation ,CRM Technical Functionalities ,Popular CRM's :: SugarCRM ,vTiger CRM , Daffodil CRM ,Future of CRM http://flying-rugs.com/crm/CRM.html Tag: ContactOpportunities Tag: 67033
  - 3
    - Auto Escalation Help... Looping I work for an IT company... I got the job of CRM... im trying to creat a ticket system for our in house techs. I was trying to creat a workflow set uup that would email the tech when a new case was created under his account, and then check to see if he responded within an hour and if not it would repeat email him. I looked at http://www.microsoft.com/dynamics/crm/using/services/escalatecase.mspx but when I tried to mimic this more of less i got a nasty loop i cant clear. This is my workflow that is looping... http://users.adelphia.net/~anarchiest/untitled.JPG To explain this picture a little bit... The first is Case.StatusReason = Open (case status is set to open by default) then Exec: Is_Follow_Up_Time_Past (this checks if an hour has gone by since the case was created and if so emails the <owner>) this also has a wait of 5 minutes at the end of the rule then if case is not open closes the workflow at the end i call the rule agian just like the example but within seconds after case creat i am getting 56 proccesses running and my CRM service crashing PLEASE HELP ME Tag: ContactOpportunities Tag: 67020
  - 4
    - Display headings information like in Outlook All my users are used to working with Outlook where they can easily customize their foldr headings. This is very usefull when they look for an e-mail, etc. However, in CRM's Activities for example, they have many e-mail activities carring the same subject line. There is no way for them to know which is what unless they open each and every e-mail. This is a major issue for them and a pain in my side to divert their frustration... ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=21526122-a873-45c3-a451-4d4ffde7d949&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 67019
  - 5
    - Activity renaming can one rename all the letter activity wordings of "letter" to booking? I can get to 98% of all the fields but the Main menu remains "Letter" Regards -- Warren O Tag: ContactOpportunities Tag: 67017
  - 6
    - Advanced Find Crashes Does anyone know about this problem. Go to advanced find for contacts. Add a condition on one of the contact fields. Add a filter for Parent Customer (Account), and add a filter on one of it's fields. Select the Parent Customer Row, and the other condition you first added. Click Group Or. IE crashes. I'm using IE6 SP2 with all the latest security patches. Tag: ContactOpportunities Tag: 67014
  - 7
    - Appointment Activities Our Sales department is experiencing difficulties using the Appointment activity in CRM. Sometimes the Appointment is scheduled and they include other CRM users on things like Webexes or conference calls and the appointment does not populate their outlook calendars. How do we get the appointments to populate all internal users calendars, not just the one who schedules it? Also when we schedule a meeting request from within Outlook, it doesn't have a Track in CRM button. Has anyone found ways to work the way CRM wants us to? Tag: ContactOpportunities Tag: 67013
  - 8
    - Having account inherit child entity of lead upon conversion Hi All, I am new to this group so forgive me if this is an easy one. I am creating a custom entity on the lead and when we convert the lead to the account, I want the newly created account to inherit that entity and its contents where it was related to that specific lead. Example: Lead: John Smith has the custom entity 'services' related to him. There are 3 records of services related to Johm, i.e. Phone, DSL, Satellite. When I convert John to an account, i want John's account to have the three services in their exact form related to the account. I also need to come up with some way to 'remove' the services entity from John Smith the lead, or disable them, so that there are no confusing duplications. THANKS! Bonnie Tag: ContactOpportunities Tag: 67012
  - 9
    - Training in KC area Is anyone aware of any CRM trainers in the KC,MO area? Tag: ContactOpportunities Tag: 67011
  - 10
    - HELP - Dilemma with CRM 3.0 Mobile According to the CRM 3.0 Mobile documentation, for CRM servers connected to the Internet, you can either configure it using (1) Microsoft's 'perimieter network' settings, or use (2) their 'other perimeter network' settings. The first scenario doesn't apply since we don't use ISA Server. The second doesn't apply either since we don't use 2 firewalls, just one. Our scenario consists of dedicated DC, Exchange, CRM/SQL, and file servers. Our firewall manages 2 external IP's, one which is routed via NAT to Exchange (http://exchange.domain.com), and the other also via NAT to the CRM box (http://crm.domain.com). How should we proceed in deploying CRM 3.0 Mobile? Thanks Tag: ContactOpportunities Tag: 67009
  - 11
    - HELP - Dilemma with CRM 3.0 Mobile According to the CRM 3.0 Mobile documentation, for CRM servers connected to the Internet, you can either configure it using (1) Microsoft's 'perimieter network' settings, or use (2) their 'other perimeter network' settings. The first scenario doesn't apply since we don't use ISA Server. The second doesn't apply either since we don't use 2 firewalls, just one. Our scenario consists of dedicated DC, Exchange, CRM/SQL, and file servers. Our firewall manages 2 external IP's, one which is routed via NAT to Exchange (http://exchange.domain.com), and the other also via NAT to the CRM box (http://crm.domain.com). How should we proceed in deploying CRM 3.0 Mobile? Thanks Tag: ContactOpportunities Tag: 67008
  - 12
    - workflow error Hello, I am trying to create a very simple rule (in the case created event), but nothing happens when the case is created. I got this error in the event viewer, Can anybody help me? I will appreciate any help :-) The workflow monitor does not show anyhing. Event Type: Error Event Source: MSCRMWorkflowService Event Category: None Event ID: 16649 Date: 23/08/2006 Time: 12:28:49 p.m. User: N/A Computer: SVRTIMOVILPUB Description: Condition {3B8DC015-F22E-DB11-8446-000E0CA0B344} failed in step {398DC015-F22E-DB11-8446-000E0CA0B344} of process instance {2A8DC015-F22E-DB11-8446-000E0CA0B344}. Please view the paused rule in the Microsoft.Crm.Workflow.Monitor for more information about the failure. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Thanks in advance, Daniel Peña. Tag: ContactOpportunities Tag: 67006
  - 13
    - Reporting Services Performance Hi: Are there a way to improve the RS preformance?. Because, when i tried to print the quote report in the client, the time average was 3 minutes, and this is too much. An important information is that the quote report have a picture (.jpg) of 200 KB. Maybe the solution is change or create a Registry Key for the RS, but i need to know what is the procedure. Thanks Enrique Tag: ContactOpportunities Tag: 67005
  - 14
    - How to disallow creating Sales Order from Opportunity? In CRM, you can create a new sales order directly from an opportunity record or even from scratch. Since both the opportunity field and the quote field are mandatory, user will be required to specify them. However, it leaves too much room for potential data integrity error since a quote is already associated with an opportunity, but user could possibly pick a quote and an opportunity simply not related to each other. How do you address this problem? Thanks. Tag: ContactOpportunities Tag: 67002
  - 15
    - Faxing from Professional Hi, we have CRM Pro. Is there a way to fax to a group or an individual from the Pro version. I know that SMB uses Server SMB 2003 faxing. Thanks, Lloyd Tag: ContactOpportunities Tag: 66998
  - 16
    - Queues and Owners Hi All, I have perhaps a basic question about queues that I hope someone could answer. We are an accounting firm, and we are hoping that CRM 3 can help us track our various activities better and more efficiently. I have customized the Sales Activity Entity for this purpose. The goal is to track our work by user (e.g., tax returns, bookkeeping, payroll processing, etc.) However, I would also like to be able to track it by queue. In other words, I would like to be able to track the status of work by user (or client by selecting them and their active work). But I would also like to see the status of work activities by queues. I have setup the following queues: 1) Tax Returns Queue 2) Accounting Queue 3) Payroll Queue 4) Fax Queue (note: will be used down the line, but not at the moment) When entering a Sales Activity entry, I would like to allow the data inputer to select which queue it should be assigned. The Resources field is used to determine who will be working on the activity. It seems like the Sales Activity has to be saved first, then re-opened to assign to a queue. I would rather to limit the steps and assign a queue at time of data input. Is this possible? Thanks in adavance, Larry Tag: ContactOpportunities Tag: 66992
  - 17
    - Possible to synchronize CRM contacts to an Exchange public folder? Hello, Is there a possiblility to synchronize CRM3.0 contacts to an Exchange public folder? -> Functionality should be similar to that that is provided with the crm3.0 Outlook CRM synchronization features, but this feature always only syncs the selected CRM contacts to the standard/personal "contacts" folder. Even better would be a synchronization in the background (by a service on the crm server etc.). Thanks HLE Tag: ContactOpportunities Tag: 66988
  - 18
    - Relationship Default View - The ability to display more in the gri It appears that Realtionship roles between Accounts, Contacts and Opportunities can be modified capture additional information concerninng the realationship, but there does not appaer to be a methodology for modifying the default view or form to capture and dispaly this information ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=199789ac-a676-422a-af19-db62902b9476&dg=microsoft.public.crm Tag: ContactOpportunities Tag: 66987
  - 19
    - Specifying allotments in a contract line I have a problem being able to specify the allotments for a service (based on hours as the base unit) in a contract line. The field for specifying the number of hours for a contract line is greyed out, and is automatically allocated 1 hour on save. I think this is because I have set-up the product incorrectly, but have been unable to find enough info on how this should be done. What I have done is the following: 1. Set up a product called service. 2. Given the service a base unit of hours. 3. Used a service template called Service for the contract. What I am trying to do is the following: A contract for a client consists of X hours of service per annum, purchased on anniversary. I want to be able to track the number of hours each customer has remaining after dealing with their queries (using a 'case' in CRM). Unfortunately CRM does not let me specify how many hours to allot to a contract line. Can someone please tell me what I am doing wrong?? Any help will be greatly appreciated Tag: ContactOpportunities Tag: 66986
  - 20
    - Tracking tokens & System Generated Emails Email in CRM works good, create a lead, send email activity to external and internal emails... but.... is there anyway you can turn off the system generated emails but retain the tracking token assigned to these email? I have tried by selecting "NO" in the system systems for tracking emails, CRM then dicontinues the system generated emails, but the tracking token is gone! Any ideas out there? Tag: ContactOpportunities Tag: 66973
  - 21
    - Workflow error when changing incident status reason Hello everyone! I'm having some problem when applying a workflow rule which changes the incident status reason. The error is the following: "Visualization Change access invalid" Any ideas? Tag: ContactOpportunities Tag: 66972
  - 22
    - Send Account from Email Is it possible when you press "Send Email" from the Account screen to attach a document? Is it also possible to embed the graphics within the email rather than having to use a public web server to display the images? Thanks. Tag: ContactOpportunities Tag: 66971
  - 23
    - CRM 3.0 - Sales Pipeline - Group by Sales Process Hi, I've created a sales process (event Manual) in the workflow manager and i've created some oppotunities in which i've applied the sales process. When i run the Sales Pipeline report the name of the sales process doesn't appear in the Group by Sales Process field. Do you know if i have to do somethig else so i can select the sales process i've created in the Group by Sales Process field? Thanks Rute Tag: ContactOpportunities Tag: 66966
  - 24
    - OnLoad form position While using CRM, I have created a number of custom entities. I know how to set the size using an onLoad script, but is there any way to move the for so that it opens and the user can see everything on the page, rather than opening so that half of the form is off-screen? Any ideas would be greatly appreciated. Tag: ContactOpportunities Tag: 66964
  - 25
    - Should I switch from ACT to Microsoft CRM? We are currently using ACT professional for our crm. The Windows version is great but our sales team have to use the web version which they access via our VPN. This is incredibly slow so we are looking at switching to Dynamics CRM. The reason for this is that we all use and like Outlook and we are hoping that by using Outlook web access, the performance will be significantly faster for our sales teams at various locations. Does anyone have any experience on the speed and performance of using Dynamics CRM with Outlook web access? Also, has anyone migrated from ACT to CRM and do they have any advice or problems that we should look out for? Tag: ContactOpportunities Tag: 66962

Hi,

Can anyone comment on how v3.0 upgrade transformed v1.2's
ContactOpportunties object? I have a report originally written for v1.2
that evaluates the ContactOpportunities object. This table does not
exist in v3.0.

Regards,
Albert

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