Can I Email a Quote?

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  - 1
    - Width property in isv.config? I'd like to pop up a window by adding an entry in the isv.config. But I am unable to specify anything for the width and hieght of the window, is there a list of possible parameters anywhere? thanks -Paul Tag: Can I Email a Quote? Tag: 5174
  - 2
    - need software solution I am trying to print many different file types automatically, but I cannot do so because of the different file types. I need some sort of "distiller" to turn these files into one printable file type, ie PTF. There are going to be Word, Exel, Internet Explorer, and other different file types need to be "distilled" into a common file type to print automatically. I don't know if this type of software even exsists, but if anyone can push me in the right direction, I would much appreciate it. Thanks, Joe Tag: Can I Email a Quote? Tag: 5173
  - 3
    - Internal email via workflow Is it possible to use an email template to create an email to internal users? I am trying to send a notification to people that has detail about the Case, Number, description, etc, which seems to be only possible using a template. However, it looks like it is impossible to specify the recipient as the User while creating the workflow, which has resulted in external contacts receiving the email that was intended for internal consumption. If anyone has advice on this, I would appreciate it. Thanks, SC Tag: Can I Email a Quote? Tag: 5170
  - 4
    - help Ok I have 3 computers 2 have windows xp the other has windows 98se. I am networking them together with a hub. The xp machines see each other and the win 98 machines see the xp machines but the 98 machine won't see it self and the xp machines won't see it. I have a\enabled file sharing on all computers and from what I can tell all the portocols are there except xp doesn't use NEt beui like win98. The netbios is enabled over ipx\spx Tag: Can I Email a Quote? Tag: 5166
  - 5
    - Microsoft Money 2002 install/uninstall Money installation wizard starts every time I try to enter the control panel. I already have Money 2002 installed. However, after uninstalling, the program continues to be shown in my program list on the install/uninstall window. Please help. Tag: Can I Email a Quote? Tag: 5158
  - 6
    - What ports necessary on the Domain Controller? I am trying to secure a Win2k public Active Directory domain controller by using RRAS packet filtering. This machine has Exchange 2000 as well. In order to have MSCRM on another server continue to communicate with it, what ports need to be open? Just the DNS port or are there other ports that MSCRM needs to communicate with the AD on? Tag: Can I Email a Quote? Tag: 5156
  - 7
    - Where is the data? I have now successfully (I think) installed the server and the Outlook client. I chose to installe the server with the sample database. When i go to another PC and use IE to go to the website I cannot see an data at all. How can I be sure I am connected to the correct website? What should I be seeing? Sarah Tag: Can I Email a Quote? Tag: 5150
  - 8
    - Totally remove CRM How can one TOTALLY remove CRM? The uninstall does NOT remove AD pointers nor SQL db's. I want it totally gone. No trace. No registry keys. Nothing. Any ideas? Sincerely, Brian S. Bergin Terabyte Computers, Inc. Tag: Can I Email a Quote? Tag: 5147
  - 9
    - Biz Talk Server and CRM Hi, Has anybody used the biz talk server to connect CRM with an external Sequel database? Jerry our email address is at: ibizinitiatives dott com Tag: Can I Email a Quote? Tag: 5142
  - 10
    - Will MS CRM v1.2 support .Net Framework 1.1? Does anyone know if the international version of MS CRM v1.2 will support the .Net Framework 1.1? Tag: Can I Email a Quote? Tag: 5132
  - 11
    - URL? I ran the default install for the adventure works demo last night. I cannot connect to the server via IE. Can anyone confirmt the URL I am supposed to be using? Sarah Tag: Can I Email a Quote? Tag: 5130
  - 12
    - Crystal Reports Error We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: Can I Email a Quote? Tag: 5127
  - 13
    - Crystal Reports We have moved CRM from one server to another server. Everything has gone well except now when we try to open any report we get the following message: File Repository Server Input is down. [On Cache/Page Server: CRMSERVER.pageserver] Under the Crystal Configuration Manager I can see it has entries now for both the old server and the new one. Can anyone help? Andrew Reeves Tag: Can I Email a Quote? Tag: 5126
  - 14
    - Need to make dealer lists - what software to use I currently have Windows XP loaded on my computer from Gateway. (no office vesions). I work out of my home and need to make some separate dealer lists for each State in the US. I would like to be able to add or delete from these dealer lists at anytime. I do not need any spreadsheets. There is no math involved. I will only have store names and addresses, phone numbers. Each list will be sepearte, for each State. Which Micorosoft program will allow me to do this? Your help and commnets please. Thanks so much. Tag: Can I Email a Quote? Tag: 5119
  - 15
    - Outlook contacts and address book I can export or transfer addresses from my contacts list but not from my contacts to my address book. Hence I cannot use the contacts in Word for envelops or mailings. How do I correct this? Molly Tag: Can I Email a Quote? Tag: 5117
  - 16
    - Problesm in setting up client I have set up the server with the sample database and added a few users. I would now like to start testing it properly. I would like to install the Outlook Sales client. I have a couple of problems with this 1) What is the URL of the server? 2) When the install gets part of the way through i get the error message that there is no default mail client, or the client cannot fulfill the request. The default client is set by a GPO. I double checked Outlook and everything looks normal. (except of course that it is greyed out and I cannot change the default to anything else) Another problem I had, was that when I first ran the install the install said that I did not have Outlook 2000 or later installed. I have XP SP1 installed. After I reran the install it seemed to be OK again. Anyone have any thought on the above? Cheers Sarah Tag: Can I Email a Quote? Tag: 5115
  - 17
    - Installing Office XP on different computers I want to install Office XP on six computers that are networked in a workgroup(no server). Do I need to buy six licenses or can I use the same license from one CD? If I do need to by other licenses(6)how do I do this. Is it cheaper to purchase 5 more CDs. Thanx 4 your help! Tag: Can I Email a Quote? Tag: 5111
  - 18
    - Authentication problems after RPC fix After running all windows updates yesterday in order to ensure that we were not vulerable to LoveSan, etc.. (including Windows 2000 Service Pack 4 and the dot net Framework 1.1 update), we can no longer authenticate to our MS-CRM test server.... The Error we receive is: Server Error in '/' Application. ----------------------------------------------------------- --------------------- Access is denied. 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.ApplicationException: Access is denied. 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: [ApplicationException: Access is denied. ] System.Security.Principal.WindowsIdentity._ResolveIdentity (IntPtr userToken) +0 System.Security.Principal.WindowsIdentity.get_Name() +71 System.Web.Configuration.AuthorizationConfigRule.IsUserAllo wed(IPrincipal user, String verb) +100 System.Web.Configuration.AuthorizationConfig.IsUserAllowed (IPrincipal user, String verb) +81 System.Web.Security.UrlAuthorizationModule.OnEnter (Object source, EventArgs eventArgs) +178 System.Web.SyncEventExecutionStep.System.Web.HttpApplicatio n+IExecutionStep.Execute() +60 System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +87 ----------------------------------------------------------- --------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET Version:1.1.4322.573 Tag: Can I Email a Quote? Tag: 5110
  - 19
    - Can't add users, they aren't in the list, HELP Our network is made up of 2 NT 2000 Domains, several hundred users in each. The Add user wizard in the Deployment manager doesn't show me all the users I'm interested in adding, I only get about 50 from the domain I want to use, the 2nd one Curiously the 1st domain has about 250 users in it. It's an older domain and I haven't checked, but it feels like every person is in it. I've checked, and it doesn't seem to be based on group membership. The people who aren't in the list of possible new users aren't missing from any of the groups which people who are in the list belong to. Any ideas? Any way to add users manually? I've checked the SQL tables and it doesn't look too complicated, but there a few guid's I don't want to try to fake. Suggestions? TIA, Rob Bruce Tag: Can I Email a Quote? Tag: 5101
  - 20
    - CONNECT How do you connect to CRM? I have it installed, The snap in works, but I just cant figure out how to access it yet.I don't have sales for outlook installed yet, but I thought you could access it via a web interface? Tag: Can I Email a Quote? Tag: 5099
  - 21
    - Server error in '/' Application When I want to save some information (web based) like a quick Contact, I receive the following error: Server Error in '/' application. A potentially dangerous Request.Form value was detected from the client ............ anyone an idea ? Thx Tag: Can I Email a Quote? Tag: 5098
  - 22
    - Any limit to custom CRM fields Anybody konw what, if any, limit there is on adding custom fields? And Why? All or specific objects? Tag: Can I Email a Quote? Tag: 5096
  - 23
    - Installation error I get the following error while trying to install the crm server from the msdn cd's Failed to install Customer Relationship Management Server Failed to provision your initial business Failed to create root business Catastophic Failure (8000FFFF) I need immediate help Thanks Tag: Can I Email a Quote? Tag: 5095
  - 24
    - CRM for Mac OSX Does anyone know when or if CRM will be available for Mac OS X ? Tag: Can I Email a Quote? Tag: 5094
  - 25
    - Sales Process - Activity Due Dates By default, the due dates for all activites in a sales stage are based on the start of the sales stage (i.e. Activity 1 - due in 2 days, etc.). Is there a way to make a later activity's due date be dependent on an earlier activity within the same sales stage (i.e. Activity 2 will be due 2 days after Activity 1 completes). Right now, the only way I can think of doing it is to split the sales stage into two smaller stages. Thanks, Shane Tag: Can I Email a Quote? Tag: 5084
- Next
  - 1
    - What old software do I have to install to test CRM? I got my Microsoft Action Pack last week and converted all my test machines to SBS2003 and a couple of Windows 2003 Application Servers. Everything is working fine in the test environment for SBS 2003, Exchange 2003, and Outlook 2003. I am now getting ready to add CRM, and it looks like I have to reformat everything again and go back to the 4 year old software that I had on the test machines before in order to install CRM. Is there a compromise position where I can reformat one of the application servers as Windows 2000 with an Exchange 2000 and still keep AD on SBS 2003, and keep Exchange 2003 as my main exchange server for the test? Can the test users keep Outlook 2003 and attach to the Exchange 2003 or do they need to go back to an older outlook and use the exchange 2000? Bill Walter Tag: Can I Email a Quote? Tag: 5080
  - 2
    - MSCRM - e-mail question! When an email is sent from MSCRM and is replied to by the end user, where is the reply located w/in CRM? probably a stupid question, but I'm testing out the e-mail router functionality, and I sent out a message (which the user received with the tag in the subject line, they replied directly to it) but I can't find it in MSCRM Thanks for the response! -Dave Vandenberghe dave@global-image.com Tag: Can I Email a Quote? Tag: 5077
  - 3
    - Activities Tab: History Date Why is there no history date on completed activities? What is the logic? Is it possible to add in a date column into the history? How? Tag: Can I Email a Quote? Tag: 5076
  - 4
    - excel file I have created an extensive Excel file. After I have set- up my page format, and print, the file reverts back to original default. how can I set up my page format and retain for future use. Time consuming to set-up each time I enter data. t Tag: Can I Email a Quote? Tag: 5066
  - 5
    - Error while installing CRM connection to SQL Server fails .............; Setup could not authenicate you as an administrator on the SQL Server. Can anyone explain why when I log on with the administrator account I get the message above when trying to pick my SQL server in the "Select SQL Server" step. If I log on as another admin I can get in. Also, it does not matter what database I type in, even blah, I get the same error message... Is there some permission in the domain that I am missing? Thanks... Tag: Can I Email a Quote? Tag: 5060
  - 6
    - Does MSCRM leave Cookies? I wanted to verify with anyone that MSCRM does not use cookies. We're researched this and cannot find any evidence that cookies are used. Has anyone else come to the same conclusion. Tag: Can I Email a Quote? Tag: 5058
  - 7
    - ProductPriceLevel Entity - does this even exist in MSCRM? I'm reviewing the Sales Process within MSCRM. In reviewing the Product entity, I noticed that it (along with the PriceLevel entity) map to a ProductPriceLevel entity. Has anyone found this entity? It's not present schema manager however there is a ProductPriceLevelBase table in the <org>_MSCRM database. Which presents another question: how exactly does MSCRM map the entities in Schema Manager to the database? Is there any verbage or documentation on this interface? Tag: Can I Email a Quote? Tag: 5057
  - 8
    - Problems concering contracts and cases Hi, First problem: I have a problem with deleting contracts. I can only delete contracts with status "draft", is that correct? I cannot even delete "cancelled" contracts. second problem: I have tried to renew a contract with one contract line. Then I "invoiced" the contract, but the status of the contract line remains "Renewed" and therefore I cannot create any new cases on the contract line! Any help is appriciated ! Best Regards, Michael Randrup Tag: Can I Email a Quote? Tag: 5055
  - 9
    - help installing microsoft works i have tried to install microsoft works 3 times! every time, after i'm done installing it i try to use it and this pops up "works cannot display the end user license agreement which must be displayed and accepted before you can use works. to display the agreement please reinstall works. please help me! thanks Tag: Can I Email a Quote? Tag: 5050
  - 10
    - Can I Hide a Field? I'm wanting to hide a field on a form (products form in this case) for some users but not for other users. Is this possible? For example, can I hide the product cost (wholesale) of an item for the salesperson, but not for the CEO? -- Brandon IT Director Office Equipment & Supplies at http://www.presentationsdirect.com Tag: Can I Email a Quote? Tag: 5048
  - 11
    - MSCRM Web: Word Merge Templates Is there a way to creat single or multiple merged letters with MS Word templates? Tag: Can I Email a Quote? Tag: 5046
  - 12
    - MSCRM Web: E-mail signature How can you get MSCRM Web version to stamp each e-mail with "signature" containing name, address & phone. It appears that you can's attach a text file "signature" without resorting to an e-mail template. This is bad - even for a 1.0 product from MS. While we are talking about e-mail probems on the e-mail client version... 2 more questions 1. Is there a "fix" for e-mails (in & out) to have the normal word wrap - instead of one continuous line? 2. The enter key returns 2 lines instead of one. Why? A shift-enter provides a single line. Any work around? Tag: Can I Email a Quote? Tag: 5040
  - 13
    - Email a KB article to person as part of a Case action? *Email a KB article to person as part of a Case action?* In CRM, we would like our Customer Service and Tech Support teams to use KB articles as the source for canned knowledge that can be related to cases and shipped to that cases's contact via email--and then of course have that action tracked in the case history -- ie. Sent Email: KB article #3494. What options do we have here? (Can we have something as simple as a "send as email" button click on the KB article where we can attach it to the case and then off it goes? ) Our concern at this point is manual copy/paste/make-a-note processes. We thought about creating the canned responses in an email templates but this doesn't make sense given the number of canned responses we have. KB articles seem more appropriate. Thanks, Kevin Tag: Can I Email a Quote? Tag: 5039
  - 14
    - add check box hi I want to add au custom fied with check bock in mscrm (the user can choose more than one choice, it's not a picklist) Anyone know how to do? regards Mathias Tag: Can I Email a Quote? Tag: 5036
  - 15
    - MS Project 2000 I am facing difficulty in creating a filter of my project activities based on a specific "completion date only". Standard filters/sorts create a mix of all activities. I do NOT want to include activities that were 'Started/completed', BUT ONLY all that were completed by a specific date regardless of when they were started. Can someone 'guide/share solution for' me on this problem? Thanks very much for an immediate solution. Tag: Can I Email a Quote? Tag: 5035
  - 16
    - Need help with bizUser.WhoAmI() Hi guys! Are there any pre-requisites for using bizUser.WhoAmI() to return a valid cUserAuth class?? Here is the code I'm using and I'm getting nothing: CRMPROXY.BizUser bizUser = new CRMPROXY.BizUser(); string strServer = "crmdemo"; string strDirectory = "/wwwroot/MSCRMServices"; bizUser.Url = "http://" + strServer + strDirectory + "/BizUser.srf"; bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; CRMPROXY.CUserAuth userAuth = bizUser.WhoAmI(); I've referenced Microsoft.CRM.Proxy and System.Web.Services as "G" (Greg Gawrylu) explained. I'd appreciate it if anyone, G in particular, could point me in the right direction. Thanks Jay Tag: Can I Email a Quote? Tag: 5031
  - 17
    - Contacts Question- As a test, I've created a text file in notepad containing the following 2 records: "Cobb, Chris" "Halstead, Rebecca" The delimeter is Comma, The text qualifier is double-quote The contacts import without error. When I activate the contacts, I don't see the names. Any idea why? Seems as though should without issue. Thanks, Chris Tag: Can I Email a Quote? Tag: 5029
  - 18
    - SOAP Server Application Faulted error When adding a new user through the Deployment Manager I get the following error......User 1 (username) failed: SOAP Server Application Faulted. I'm not sure what the problem could be, any help is appreciated. Thanks, Jesse jesse@helpsw.com Tag: Can I Email a Quote? Tag: 5028
  - 19
    - Microsoft Project 98 I recently upgraded from Windows NT to Windows 2000, can I still use Microsoft Project 98 on Windows 2000? Thanks, D.D. Stott, Office Manager Tag: Can I Email a Quote? Tag: 5027
  - 20
    - SBS2003 and CRM I have converted my test lab to Windows 2003 and in particular SBS2003 with some Windows 2003 application servers. The SBS2003 is running Exchange 2003 and all the clients are running Outlook 2003 and SQL2000 SP3. Is it possible to install CRM on one of the Windows 2003 application servers and use Exchange 2003 or am I going to have to build a Windows 2000 box with Exchange 2000, and downgrade all the client Outlooks to Outlook 2000 or some other older Outlook? Bill Walter Tag: Can I Email a Quote? Tag: 5024
  - 21
    - 'Accept' option not functioning in Workplace module When users attempt to move email to the 'In Progrss' folder, they are unable to do so using the 'Accept' Action - in fatc there appears to be no way of removing email from the email without deleting it. Does someone have any insights as to why email can not be move to the 'In Progree' folder using 'Accept'? Tag: Can I Email a Quote? Tag: 5023
  - 22
    - Unable to forward attachments When our users receive email in MS CRM that have attachments, they are unable to forward this email without having to re-attach the attachment. Is this a feature of the app or is there a problem with the functionality? Tag: Can I Email a Quote? Tag: 5022
  - 23
    - Wireless I need clairification on a wireless issue and I appologize if I post this in the wrong area. If you can find the proper area to post this please let me know because I search for 1 hour already. If 2 seperate LAN systen are running. The first LAN is NOT connected to the Internet for security reasons. The second LAN is using the Wireless Microsoft MN-500 Wireless router and does have an Internet connection through High Spead cable. The IT Security team says that signal emmisions emmitted from the unshielded CAT5 wireing on LAN(1) are broadcasting inside of the wireless bubble. They also say that if a hacker (with a wireless reciever NIC) gets in into the wireless LAN (which is no doubt possible) they could then grab the packets floating around from system (1). I'm wondering if this is actually true, because if the hacker connected to the Wireless LAN , which has it's own DNS, DHCP, Gateway and Subnet can they sniff packets that might be floating around that are from an entirely different DNS, DHCP, Gateway and Subnet? Or if they have a wireless reciever NIC can they just scan within the bubble for any packets of information without needing to make a connection to a Network? I hope I explained it properly, but if you would like to help with this situation and need further details, just ask. Thanks Tag: Can I Email a Quote? Tag: 5021
  - 24
    - Possibility of use of the Microsoft CRM UI Controls in Customization There are many dll files in wwwroot/bin directory. Is microsoft planing to expose dlls i.e UI controls for ISV customization later? Tag: Can I Email a Quote? Tag: 5011
  - 25
    - Startup Items How can I disable startup items using Windows 2000 Professional? With Win 98 I just run Msconfig. Hank Tag: Can I Email a Quote? Tag: 5008

Does CRM allow me to email a quote within the application?

--
Brandon
IT Director
Office Equipment & Supplies at http://www.presentationsdirect.com

Top

Re: Can I Email a Quote? by Louis

Louis
Mon Aug 18 17:35:51 CDT 2003

There is no way to directly email a quote to a customer. One trick I might
use is to print it out to a PDF file assuming you have a PDFWriter driver
and then emailing that document as an attachment.

"Brandon S." <bsmith@presentationsdirect.nospam.com> wrote in message
news:%23iB1dQdZDHA.3436@tk2msftngp13.phx.gbl...
> Does CRM allow me to email a quote within the application?
>
> --
> Brandon
> IT Director
> Office Equipment & Supplies at http://www.presentationsdirect.com
>
>
>

Top

Can I Email a Quote? by nichojoh

nichojoh
Mon Aug 25 14:30:23 CDT 2003

If you use the Sales for Outlook application you can open
the quote. Then open File | Print. This will then take
you to a merege wizard from where you can print, or email
merge the quote.
>-----Original Message-----
>Does CRM allow me to email a quote within the
application?
>
>--
>Brandon
>IT Director
>Office Equipment & Supplies at
http://www.presentationsdirect.com
>
>
>
>.
>

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