Differences between Outlook and Web Sales?

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- Previous
  - 1
    - Mail Merge Hi We've added a custom picklist field to CRM to handle a country drop down. We are now trying to create some mailing labels using the mail merge function in SFO. How can I add the customised field to the label in a mail merge? Thanks Mike Tag: Differences between Outlook and Web Sales? Tag: 33161
  - 2
    - Case Resolution Fields Is there any way to change the Resolution field when you close a case to a dropdown box? I know that you can change the exisiting 'Problem Solved' box but this is not the field that all the resolution reports are based upon and to make them accurate we are reliant on the support guys entering exactly the right phrases. I'd like to change it to a dropdown with about 5 resolution methods but can't work out how to do it! Any ideas much appreciated Tag: Differences between Outlook and Web Sales? Tag: 33159
  - 3
    - Help! Help! Help please: CRM Deployment Manager, Workflow manager!! This is a multi-part message in MIME format. ------=_NextPart_000_001C_01C50AAE.4D0B9880 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I have installed CRM server 1.0 on Windows Ad 2000 Server and all the = required service and applications have been started/installed. On CRM Deployment: The licence manager has been confugured and licenced = users. The first problem was that ' I did not have right to perform the = action'. Now, after four days, I access the system and it says that " = it is not responding... contact system admin..." AS I AM WRITING THIS, = IT SHOWING A LOADING TEXT IN THE STATUS BAR...=20 On CRM workflow Manager, access the server and I get this error" the = specified MS CRM srver is not responding. The might happen if it is = currently unvailable or it is not a MS CRM Server. For more information, = contact the sys Admin" Note the I am using a Net domain admin account = globally. <<< What shoud I do? Security service is started. and have = given all the privileges of the \program files\crm=20 In IIS browser, I get this error " User Access Error" the logged on user = either not a MS CRM user, is disabled in the system, has not been = assigned any security roles, or has not been assigned a licence" I do understand that I should have to licence user but it seems I can = not even add user. I don't know why I should not be able to log on the = ISS section of CRM when I give myself the local and domain privileges to = either the main folder or Organization Unit that control databases and = other rights. Please reply with any suggestions. Dismas Feb 4/2005 ------=_NextPart_000_001C_01C50AAE.4D0B9880 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2800.1106" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY> <DIV><FONT face=3DArial size=3D2>I have installed CRM server 1.0 on = Windows Ad=20 2000 Server and all the required service and applications have been=20 started/installed.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>On CRM Deployment: The licence manager = has been=20 confugured and licenced users. The first problem was that ' I did not = have right=20 to perform the action'. Now, after four days, I access the system and it = says=20 that "  it is not responding... contact system admin..." AS I AM = WRITING=20 THIS, IT SHOWING A LOADING TEXT IN THE STATUS BAR... </FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>On CRM workflow Manager, access the = server and I=20 get this error" the specified MS CRM srver is not responding. The might = happen=20 if it is currently unvailable or it is not a MS CRM Server. For more=20 information, contact the sys Admin" Note the I am using a Net domain = admin=20 account globally. <<< <FONT color=3D#ff0000><STRONG>What shoud = I=20 do</STRONG></FONT>? Security service is started. and have given all the=20 privileges of the \program files\crm </FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>In IIS browser, I get this error " = <FONT=20 color=3D#ff0000>User Access Error</FONT>" the logged on user either not = a MS CRM=20 user, is disabled in the system, has not been assigned any security = roles, or=20 has not been assigned a licence"</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>I do understand that I should have to = licence user=20 but it seems I can not even add user. I don't know why I should not be = able to=20 log on the ISS section of CRM when I give myself the local and domain = privileges=20 to either the main folder or Organization Unit that control databases = and other=20 rights.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Please reply with any = suggestions.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Dismas</FONT></DIV> <DIV><FONT face=3DArial size=3D2>Feb 4/2005</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV></BODY></HTML> ------=_NextPart_000_001C_01C50AAE.4D0B9880-- Tag: Differences between Outlook and Web Sales? Tag: 33158
  - 4
    - Mail Merge Can you add or modify the fields that are displayed for mail merging. Can we include in the list of fields, new customized fields? Tag: Differences between Outlook and Web Sales? Tag: 33157
  - 5
    - Creating an email with an attachment I wish to create and send an email to the contact for an opportunity or lead after it has been created but that email has to include a file attachment. It appears that email templates are incapable of doing this so I have been looking at the CRMEmail object API and it still seems to be impossible. All I want to do is to attach a button to the opportunity form which will say 'send documentation' that should then launch a process that will automatically create an email from a template attach the current documents and send it. Is this possible in CRM through either the workflow, templates or API? (or for that matter any other method?) TIA Tag: Differences between Outlook and Web Sales? Tag: 33151
  - 6
    - Using MS CRM with Hosted Exchange Is it possible to run MS CRM in-house and continue to use a Hosted Exchange architecture ? I suspect it would require an additional Exchange server in-house and on the same domain as the CRM/SQL Servers, and would Small Bus Server 2003 Premium be capable of providing this as a cost-effective solution? Are there restrictions built into SBS in this respect ? The next logical step is to see if a hosted exchange provider (multi-tennanted) can work with a different hosted MSCRM provider (dedicated box per client, presumably) to provide a full CRM/Email solution to a client. My experience so far is that HExch providers do not do CRM, and HCRM providers do not do HExch - hence this scenario. Any thoughts / experiences on this ? Thanks James Tag: Differences between Outlook and Web Sales? Tag: 33150
  - 7
    - Auto-Populating Field in CRM I have added a field to the Accounts table for capturing the Moody's Credit Rating. Currently, we have this information stored in a different system. I would like to do a nightly refresh of the information from our external system directly into CRM via SQL Server. Are there any issues I need to consider writing a script to perform this action. Keep in mind that I will only be updating a CUSTOM field on the addressbase table. Specifically, I am wondering if there are any triggers on the table that might cause issues if I update these items. I would like to do this directly through the database (which I realize is not technically supported, but we are talking about a custom field here), and not need to resort to the much slower SDK route. Thank you, Paul McBride Tag: Differences between Outlook and Web Sales? Tag: 33143
  - 8
    - attaching documents that are "links" (to the real files) Hi, I made a link to a document file and attached the "link file" to a ..let's say account note to see what happens. Uploaded that. Seems that the original file (the document itself) gets uploaded, not the link to it. Someone asked for the possibility to load and distribute only links to documents, the latter residing in a central folder structure (on an a server accessible to people..). Any suggestion on how to handle this? Regards, Achim Tag: Differences between Outlook and Web Sales? Tag: 33140
  - 9
    - External Email Routing I'm looking for a workaround to resolve the issue with CRM only receiving from external emails. We have multiple support email addresses for our customers and I could set up multiple queues to receive their emails but it will be a monitoring nightmare for our small admin team. So, I thought I could have all the support addresses routed to one single support address and have one queue in CRM. Unfortunately routing to the one email address means it becomes an internal email which it doesn't recognise. Does anyone know of a way to set up an email address as external so that I can route all support emails into the one queue. It would make monitoring easier and it would save having to change all our customers to using the one email address. Thanks Cathy -- Cathy Ely API Software Glasgow Tag: Differences between Outlook and Web Sales? Tag: 33138
  - 10
    - Post Installation problems I have installed CRM as per the CRM Implimentation training guide, I have restarted the SBS 2003 server, logged back in as the CRM Admin login, checked that all the correct services have loaded and are running. I now open a browser and point to the crm website, I get a CRM error message with the following information: "An error has occurred. For more information, contact your system administrator." Can anyone help???? Thanks. Tag: Differences between Outlook and Web Sales? Tag: 33134
  - 11
    - RE: MSCRM 2005 - Active Directory... does anyone know whether MSCRM 2005 will support ADAM (Active Directory Application Mode)? it would be nice to work on MSCRM on a WinXP box without depending on a W2K/W2K3 Active Directory. thanks! Sunish Tag: Differences between Outlook and Web Sales? Tag: 33133
  - 12
    - test test.txt (01/01) test begin 644 test.txt ,=&5S="!M97-S86=E ` end Tag: Differences between Outlook and Web Sales? Tag: 33132
  - 13
    - Publishing error Can login to CRM application without any issues, can login create Account, contacts no problem. We added custom fields using CRM deployment manager without any issues. Then we try and publish from Deployment manager. The step where you Click Add to select your CRM server, nothing happens and software hang.... If anyone else has a fix for this issue please help CRM is usinning on SBS 2003 box Regards, Kyaw Tag: Differences between Outlook and Web Sales? Tag: 33131
  - 14
    - how to find the last modified user? Is it possible in CRM to determine who last modified/altered a particular record (of any entity)? Esp, who last modified the details of a particular contact? Thanx Tag: Differences between Outlook and Web Sales? Tag: 33129
  - 15
    - Steps To Create a Microsoft CRM SMTP Subdomain for Exchange This is my scenario .. In crm server I have an Exchange 2000 (myuser@crm.mycompany.com.mx)installed that only sends emails and I have the Exchange 2003 Organization (myuser@mycompany.com.mx). I want to use the option Creating a Microsoft CRM SMTP Subdomain described in IG but it doesn't work. 1.- We added a subdomain (crm.mycompany.com.mx) where i access crm web interface. 2.- We added a two-way trust relationship between exchange domain and crm domain. 3.- We added a secondary SMTP (@crm.mycompany.com.mx) in Defaul Policy Properties of Exchange 2003 Organization. 4.- We added a secondary SMTP address for each CRM user in Exchange 2003 Organization. 5.- We install CRM Router in both servers. Could somebody explain me which are the requeriments or the right steps to use Creating a Microsoft CRM SMTP Subdomain option because I think I'm missing something but I cant find out what it is .... am i missing some configuration ? .. please help ... BR Karolina Balderas Tag: Differences between Outlook and Web Sales? Tag: 33123
  - 16
    - One minor thought on 2005... Changing the actions menu to work on a right-click in the grid would make my year! Tag: Differences between Outlook and Web Sales? Tag: 33121
  - 17
    - email in queue duplicate itself automatically I set a queue in the crm with an CRMEmailEnabled mailbox. When a message come in the queue, this message will duplicate itself in the CRM queue every 4 minutes and every 27 minutes. Did someone experience the same problem ? -- Christophe Tag: Differences between Outlook and Web Sales? Tag: 33120
  - 18
    - Cannot add new contact All of a sudden our CRM Test server will not allow us to add a Contact. When you are in the Contacts screen, you click New Contact. It will open the appropriate view and allow you to complete the information. However, when you click the Save and/or Save and Close button, we get the error messag: Query Builder Error - No Attribute - it has buttons Try Again or Cancel. Thanks, -- Laurie Calzada Microsoft Certified Developer Sharp Approach, Inc. Tag: Differences between Outlook and Web Sales? Tag: 33112
  - 19
    - Deployment manager Hi, On one of our installs, we are having an issue with opening the deployment manager to apply liscences. I have made the CRM Security service dependent on the SQL service but still doesn't want to open. ERROR MSG: Snap-in Failed to Initialise, MMC error. Any help would be muchly appreciated. Thanks, Nathan Tag: Differences between Outlook and Web Sales? Tag: 33111
  - 20
    - change the background color Does anyone know how to change the background color of the homepage. Thanks in advance Tag: Differences between Outlook and Web Sales? Tag: 33108
  - 21
    - Reassign a user's records in bulk I would like to be able to reassign a user's records in bulk to a new user. I went to Help in MSCRM and found an entry titled "Reassign a user's records in bulk". When I get to the step 3 where I am to find "Reassign Records" under the "Actions" menu, I do not find this option. I tried with an account that is added to the System Administration Role. I also tried with the account that is the System Administration account for our MSCRM installation. I would appreciate any help with getting access to this option. -Todd Tag: Differences between Outlook and Web Sales? Tag: 33105
  - 22
    - Reports lockdown via security roles This question has been asked but never answered in the newsgroup. How can we lock out CSR's from accessing reports? I have 20 suite licenses, but 11 of my users are low level support personel who do not need to see any reports what so ever and I do not want them to have access to it. How is it done?? John O'Donnell do you know? Thanks in advance for your time!! Regards, Dan Buffham Tag: Differences between Outlook and Web Sales? Tag: 33096
  - 23
    - Problems with exchange - mails incomplete Hi .. I'm having this problem a week ago and i have no idea what's going on . I had a test environment with CRM, SQL and Exchange all in the same server and it worked ok ... but now I'm trying to pass CRM to production environment the only change is that we want to use Exchange Organization Server .. I uninstall the Router from the CRM server and install it in the Exchange Organization Server and it doesn't work correctly ... I use some rules to send emails and they are send but incomplet ... the contact only receives the first letter of the Body Email .. CRM server and Exchange Server are NOT in the same domain .. do i need to configur something in Exchange server ? What am I missing ? ... BR Karolina Balderas Tag: Differences between Outlook and Web Sales? Tag: 33084
  - 24
    - Some people can't promote from sent items We have one user that's getting an error trying to promote from sent items: "An error occurred while trying to promote the e-mail. Try again." Now, I've read enough threads to know that it can't / shouldn't be done. Problem is, everyone else can promote from their sent items, including me. I haven't gotten into checking his Outlook settings, Office 2003 updates, or Windows XP updates, but I wanted to get a 'heads-up' from the general populace before I really go deep into this. :) Tag: Differences between Outlook and Web Sales? Tag: 33082
  - 25
    - Error opening objects in Sales for Outlook XP SP3 Hi there! Our customer has clients with Windows XP and Outlook XP SP3. We have installed Sales for Outlook and everything worked fine. Now, as the Sales for Outlook User want's to open any Object (e.g. Accounts -> doubleclick on an account) he receives an error message "An error has occored. For more Information contact your system administrator." By the way, the user has enough rights to open the object and everything works perfect when we use the webclient. Has anyone a good idea? Thanks in advance for your assistance! Bernd Tag: Differences between Outlook and Web Sales? Tag: 33079
- Next
  - 1
    - Reports Hi, How to know the reports name and where I can find it. Thamks in Advance Tag: Differences between Outlook and Web Sales? Tag: 33074
  - 2
    - RE: linking Contact to Opportunities... we are trying to solve an issue where we need to track a Contact's "role" to an opportunity...a contact can be associated to more than one opportunity so defining the role at the Contact level wont make sense and it seems that we can't customize the ContactOpportunity object (which links contacts to opportunities) ; does anyone know whether this will be customizable in v2-0? if not is there any way to customize the ContactOpportunity object? thanks! Sunish Tag: Differences between Outlook and Web Sales? Tag: 33073
  - 3
    - How can i null out a field going through CRM Update object I have a custom field that i want to set back to null. Any ideas how i can do this through the object.update function? thanks Tag: Differences between Outlook and Web Sales? Tag: 33066
  - 4
    - Realistic Data Migration Costs A client of mine was quoted $4,300 to migrate 2,500 records from a system which could export to .txt files. The only consideration from a straight import data view point, was that each Contact was related to an Account. The only details which were required to be imported were contact details (address, phone, mobile etc) and the association with the parent company. To my way of thinking, this is a serious design flaw of MSCRM if it requires this amount of work, to simply show the link between the contact and the account - am I missing something??? It would have ben far cheaper I know to use Scribe. I would rally, really really appreciate some feedback here on what the implications of using the DMF are, and if there are some guidlines. If you have 1,000 otherwise flat records to import, but need to import their Account relationship - how long would this take? Thanks in anticipation Cathy Tag: Differences between Outlook and Web Sales? Tag: 33063
  - 5
    - CRM Request timed out I installed CRM and it works well but i have one problem that when i come to office every day or after 1 or 2 hours and when i check the CRM server it stoped and when try to start it http://crmweb then it hangup for long time and mostly i get error after shut down and restart server it works well or i refresh is many times. i dont know what is wrong with this? I note that in Crystal Configuration Manager---> WinHTTP Web Proxy Auto -Discovery Service is Stopping On the right click only Properties is active all other are not active And In services Crystal Configuration Manager---> WinHTTP Web Proxy Auto -Discovery Service is Stopted On Properties Startup Type: Automatic but Service Status: Stopping and all buttons are not active During hangup i get this error message Server Error in '/' Application. -------------------------------------------------------------------------------- Request timed out. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Web.HttpException: Request timed out. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [HttpException (0x80004005): Request timed out.] -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET Version:1.1.4322.573 I need your help to solve this problem. -- Olav Click Soft Tag: Differences between Outlook and Web Sales? Tag: 33062
  - 6
    - Activities of the week on homepage Is there a way to show all activities for the week on the homepage instead of : - PastDue, - Due for today - Due for tomorow What about, du for this week? thanks Tag: Differences between Outlook and Web Sales? Tag: 33061
  - 7
    - Button functionality in RS Manager Apologies right away if this is a dumb question - I've cast about t'internet looking for any references and, not finding them, wound up here looking for assistance. Working in RS Manager, having uploaded report files, when trying to set a shared data source, clicking the Browse button results in nothing happening - no status bar action, no spinning IE globe, just button down, button up, no actions firing. Seems to be the same with the Change Location button when creating a linked report too, if that shows any consistency. If I edit a folder and click Move, I get the tree view of my folders and am able to move a folder, which I'm guessing is using the same kind of action. Any thoughts, greatly appreciated. -- Paul. Tag: Differences between Outlook and Web Sales? Tag: 33059
  - 8
    - SFO client install error hello... i have got a problem that the shortcuts and the crm icon in the mail box will not show out when i install the SFO client software and I got the error message "Setup has failed because of an error. Setup unable to install the .msi file for Microsoft CRM SFO" I have tried to uninstall the software many time, even i changed the Domain but the problem still happened. does anyone get the idea how to resolve it? Thanks Tag: Differences between Outlook and Web Sales? Tag: 33056
  - 9
    - RE: MSCRMDeletionService -- change frequency... i am trying to modify the frequency for the MSCRMDeletionService...there is a registry value in the HKLM\Software\Microsoft\MSCRM\ key named DSRunInterval. one of our servers has this value as a REG_SZ (string) value while another server has it as a DWORD (number) value ; does anyone have an idea what format this value should be? and also is it based on seconds? thanks! sunish Tag: Differences between Outlook and Web Sales? Tag: 33054
  - 10
    - Teams I believe a team can't be deleted on the CRM site once it is created. Can the teams be deleted directly in the database? what are the possible problems we are going to look at? Has anyone tried it? Regards, Rose. Tag: Differences between Outlook and Web Sales? Tag: 33051
  - 11
    - schema field definition Hi, I just wanna know where to find the definition of the schema field in the MS CRM Schema Manager's Attribute Manager tool (ie. currency, number, memo, ect) Thank you, Alphonsus Eka Tag: Differences between Outlook and Web Sales? Tag: 33050
  - 12
    - Different Contact forms in the one deployment A client has a need to use different forms for two separate divisions, as they use very different terminology. Is this at all possible in one Server deployment? Understand you could have two deployments, but they need to be able to amalgamate the information. Has anyone had any experience or ideas with this? Any help on the best way to go about this would be much appreciated. Many Thanks Cathy Tag: Differences between Outlook and Web Sales? Tag: 33041
  - 13
    - Create new Letter templates Hi All, Currently I am creating new templates by: 1. Do a letter merge from Slaes for Outlook choosing blank template 2. Save the letter template (as a .dot) into the directory c:\Documents and Settings\<network login>\Application Data\Microsoft\Templates\Mail Merge 3. Use the insert merge field on the toolbar to insert the fields you want in the letter. 4. Cancel the Sales for Outlook merge and then it is available. Questions: 1. Is there an easier way to do this ? 2. How do I add extra fields/custom fields to the "insert merge field" list Thanks in Advance Julie Tag: Differences between Outlook and Web Sales? Tag: 33038
  - 14
    - Birthday in Advanced Find When one select the Contact table and the field, Birthday, the only condition that works is â??Contains Dataâ??. All other forms of a Birthday query state, in grey text, â??No Contact records are available in this view.â?? The text appears in the area where the records would appear if the query was successful. Thanks in advance. Tag: Differences between Outlook and Web Sales? Tag: 33037
  - 15
    - Serial emails Hello, is there a possibility to send serial emails out of MS CRM with attachment or are there any suitable add-ons for it? Thanks Tag: Differences between Outlook and Web Sales? Tag: 33036
  - 16
    - Setting Up Sales Processes BACKGROUND: I'm wanting to create sales processes that have NO ACTIVITIES automatically assigned . . . I just want the reps to update the sales stage as it moves along. And I know the sales rep can manually move it along even if there are activities, but I would have to create a lot of unnecessary "pseudo" activities. QUESTION: So, how would I go about creating a 4 stage sales process that is COMPLETELY dependant on the sales rep, not whether or not activities are done? When I tried to do this by creating a 4 stage manual process, the opportunity was just automatically updated all the way through to the end because there were no "wait" conditions. -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com Tag: Differences between Outlook and Web Sales? Tag: 33035
  - 17
    - Appointments cannot sync When I create an appointment in SFO (via CRM Appointment button), I get an error that says â??An error occurred while trying to synchronize the appointment information to the Microsoft CRM systemâ?? This only occurs when I have multiple people on the appointment invitation. If I am the only attendee, it works fine. Tag: Differences between Outlook and Web Sales? Tag: 33034
  - 18
    - Need Help with Conflicting Fonts Currently my sales reps use 40 different email templates to communicate with prospects and clients. Additionally, these HTML email templates use Verdana - 10pt. Font. We choose this font because it is easier to read than the other fonts. The problem is that when my sales reps try to modify/personalize the email template prior to sending - the have to resize and reformat the font of what they entered. My questions are as follows 1. What is the default font and pt. size for email templates in MSCRM? 2. Is there a way to set the default font and pt. size for all emails to 10pt. Verdana? Thanks doug Tag: Differences between Outlook and Web Sales? Tag: 33031
  - 19
    - IIS reset (iisreset) causes workflow to enter paused state I am getting a paused state on my very first workflow call when posting a url to the web server when I do an iisreset on the server. I realize this code has to compile, but I believe it may be compiling for too long and therefore CRM WF is timing out. How do I get around this issue. Note: After the first url call to the web server, everything works fine --- until another iisreset. Thanks for your help in advance Tag: Differences between Outlook and Web Sales? Tag: 33030
  - 20
    - Change Cascade Behavior for Assign/Share in CRM2.0 - Your input ne I have read through postings in the newsgroup and also talked in person with a few partners on problems with current product behavior with Assign, Share or Set Parent operations. The new user gets access to all related records that is not what is desired in many situations (closed orders, opportunities, quotes, appointments shouldn't change owners for example). We are in the midst of considering a design change for this behavior. I would like to solicit your feedback to help us resdesign the behavior to meet majority of customer needs. Do customers want to change cascade behavior as a matter of policy for their business? Eg - When an account gets reassigned, opportunities don't. When an account gets reassigned, only active/open related items get assigned. etc.. Or Do customers want to change cascade behavior more on case-by-case basis. Eg - if a user X leaves, their accounts A, B & C gets reassigned without any related records, accounts D & E gets reassgined along with all open related records... Unless there is a strong feedback against it, we currently are considering the designs for first case above as the second case has broader change impact and ease of use concerns (would end-users be happy with having to make this choice everytime they want to assign or share a record?) We appreciate your feedback. -- Naveen Garg Program Management Microsoft CRM Group Tag: Differences between Outlook and Web Sales? Tag: 33027
  - 21
    - Account Activity Blackout Dates Hi, My group is using CRM, and we need the ability to add blackout dates to our accounts. That is, we need to be able to prohibit certain accounts from being scheduled for an activity during particular time periods. Does CRM have any built-in functionality that allows for this? Thank you! -Dave- Tag: Differences between Outlook and Web Sales? Tag: 33025
  - 22
    - Looking for help...I can't send e-mail using CRM web client I'm having a problem with trying to send e-mails vie the CRM web client. When I try to send the e-mail I get a pop-up with the message in bold "Unexpected Error" "An error has occurred. For more information, contact your system administrator". I've checked the event logs, no errors are showing up in either my CRM server or my exchange server. I'm lost, new to CRM. Any help or ideas is appreciated. Thanks, Tag: Differences between Outlook and Web Sales? Tag: 33024
  - 23
    - Workflow not working Hi, I seem to have a problem with workflow, it is a new installation installed as per the book. The problem is that the worksflows I have created do not show up in workflow monitor and also don't seem to work. I can create the workflows OK, I can activate them, I can get Workflow monitor to start but it report no activity at all. I have restarted service several times and even rebooted the server complety. I have no errors reported and nothing in the event viewer ?? The only thing I can think of which has contributed to this may be the fact that I have set up SQL Mail to report on status of jobs etc on the SQL Server and that involved a bit of fiddling with login ID's etc to get it to work. As this is the first time on this server I have tried workflow I do not know if it has ever worked Any pointers Many Thanks Biffo Tag: Differences between Outlook and Web Sales? Tag: 33020
  - 24
    - Add fields to SFO Mail Merge Is it possible to add additional fields to the Mail merge fields list when doing a mail merge in Word? I can access most of the fields I need for the mail merge but not all of them. Can someone please shed some light on how Word or MS CRM determine which fields can be accessed in the mail merge list? Thanks, John Tag: Differences between Outlook and Web Sales? Tag: 33018
  - 25
    - Formatting phone numbers in CRM via background service I'm trying to figure out the easiest way to get a whole lot of phone numbers formatted correctly in CRM. We have ~90,000 accounts and ~110,000 contacts in our database. Looking at the account and contact schemas, I'm seeing 24 fields that may need to be formatted: Account -telephone1 -telephone2 -telephone3 -fax -address1_telephone1 -address1_telephone2 -address1_telephone3 -address1_fax -address2_telephone1 -address2_telephone2 -address2_telephone3 -address2_fax Contact -telephone1 -telephone2 -telephone3 -fax -address1_telephone1 -address1_telephone2 -address1_telephone3 -address1_fax -address2_telephone1 -address2_telephone2 -address2_telephone3 -address2_fax Now, pulling all of these records with 12 fields each using a CRMQuery object (SDK) is pretty much out of the question. Every query I put together either times out or throws some other error. What I want to know is if I can go straight into the AccountBase, ContactBase, and CustomerAddressBase tables and modify the values there instead of pulling/updating them using a CRMQuery object. I would set this job up as a Windows service and let it run every few days to keep all of the phone numbers formatted correctly. So...are there any potential problems doing it this way, or should it be fine? Thanks in advance, Jeff Tag: Differences between Outlook and Web Sales? Tag: 33016

Has anyone compiled an analysis that shows the functionality differences
between the Outlook and Web client versions of MS CRM? i.e. what's available
in one but not in the other?

Top

RE: Differences between Outlook and Web Sales? by onayamspaydavid_mcguire

onayamspaydavid_mcguire
Fri Feb 04 11:39:05 CST 2005

The outlook client is actually "Sales For Outlook". It focuses almost
exclusively on sales components. The good news it sits in Outlook and is
familiar to most Outlook users, and it can 'go offline' so the data goes with
you. When you have time, you re-synchronize and everything that you did
offline gets uploaded.

The web client is the full version. No option for offline use, but you can
access administration and service components.

"Simon" wrote:

> Has anyone compiled an analysis that shows the functionality differences
> between the Outlook and Web client versions of MS CRM? i.e. what's available
> in one but not in the other?

Top

Re: Differences between Outlook and Web Sales? by Matt

Matt
Fri Feb 04 15:01:17 CST 2005

Key differences:

SFO has:
- ability to go offline with the data
- Mail Merge features with Word
- Only supported integration for Tasks, Appts, Contacts into Outlook/Exchange

Web client has:
- Service module
- Admin functions
- Reports

Matt Parks
MVP - Microsoft CRM

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On Fri, 4 Feb 2005 09:13:06 -0800, "Simon" <Simon@discussions.microsoft.com>
wrote:

Has anyone compiled an analysis that shows the functionality differences
between the Outlook and Web client versions of MS CRM? i.e. what's available
in one but not in the other?

Top