Exporting Quote to MS Word

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- Previous
  - 1
    - Missing ability to select Unit of Measure after Great Plains Integration We had a problem at a client here in Chicago that caused us to have to do a reinstall of the Great Plains integration. After doing a data correlation of existing records and then a data migration of new records with the assistance of MBS support we have a sporadic issue that is preventing the selection of the default unit of measure when we attempt to add an existing product to a new order. 1. Does anyone have any insight as to what would cause something like this? 2. One possible solution we have identified would to be to remove the Unit of Measure field from the CRM UI since in almost every case the user would just be selecting the default and only option. Can anyone identify any repercussions? Thanks in Advance!! Tag: Exporting Quote to MS Word Tag: 34163
  - 2
    - Reporting on Custom Fields without Crystal Enterprise I would like to know if it is possible to report on custom MSCRM fields without Crystal Enterprise? Reading the Microsoft Reports FAQ says to log onto Crystal Enterprise and update the available fields by verifying the database. I do not have Crystal Enterprise on my computer so verifying the database throws errors. I have been modifying the standard MSCRM Crystal reports and then importing them using MSCRM Report Manager. This has worked fine but doesnâ??t allow me to report on custom fields. Is there a work around for reporting custom fields if you do not have Crystal Enterprise? Any suggestions would be greatly appreciated. Tag: Exporting Quote to MS Word Tag: 34161
  - 3
    - Reporting on Custom Fields without Crystal Enterprise I would like to know if it is possible to report on custom MSCRM fields without Crystal Enterprise? Reading the Microsoft Reports FAQ says to log onto Crystal Enterprise and update the available fields by verifying the database. I do not have Crystal Enterprise on my computer so verifying the database throws errors. I have been modifying the standard MSCRM Crystal reports and then importing them using MSCRM Report Manager. This has worked fine but doesnâ??t allow me to report on custom fields. Is there a work around for reporting custom fields if you do not have Crystal Enterprise? Any suggestions would be greatly appreciated. Tag: Exporting Quote to MS Word Tag: 34160
  - 4
    - No reports available... We recently installed CRM v1.2 and have 5 users setup and using it. However, none of the reports appear in any of the report menus/screen for ANY of the users (including system admin). I checked to see if all the Crystal services were running, and they are with the exception of the HTTP proxy service (is that required?). Any idea why this is happening? Thanks, Scott Tag: Exporting Quote to MS Word Tag: 34158
  - 5
    - No data when offline When i go offline with SFO i can only view data that i created when i was off line. The data replicates to the live crm server when going back online but when i go offline this is the only data i can see. Can anyone help? Tag: Exporting Quote to MS Word Tag: 34157
  - 6
    - Problems with SFO after shutting down Hi all, While one of our users was shutting down Outlook (incl. SFO MS CRM 1.2), several prompts appeared, he opted for OK to all prompts. Result is that within SFO he can no longer use the CRM actions buttons (they all disappeared), nor access the application webforms via the shortcuts. Trying to resolve this by be rechecking the MS CRM checkbox in COM Add-ins section (part of Advanced Options in Outlook) results in the option jumping back to unchecked status after closing the form. Does this imply the client needs a reinstall of SFO or is there another way to fix this? Thanx. Tag: Exporting Quote to MS Word Tag: 34155
  - 7
    - How to reassign multiple leads We're using MS CRM v1.2 Professional Suite. Leads are currently being entered by one user, but activities are being done against those leads by another user. I need to re-assign multiple lead records to the second user. Is there an easy way to do this? Thanks, Scott Tag: Exporting Quote to MS Word Tag: 34154
  - 8
    - Hyperlinks in CRM Sorry, I haven't got time to trawl the archives.....can somebody quickly confirm the extent of hyperlink functionality within MSCRM. I can only see URL capabilities on the announcement page and I've seen a couple of suggestive posts relating to the linking of KB articles. In particular, we need to link to www sites and insert url links against a Contact and an Account. Help!! Tag: Exporting Quote to MS Word Tag: 34151
  - 9
    - Combine 'AND' and 'OR' in Query In the SDK of Microsoft CRM there are some Fetch XMl samples. In the examples filter-types like 'and' and 'or' are being used. I want to combine these two, something like: <filter type='and'><condition1> <filter type='or'> <filter type='and'><condition> Does anyone know if this is possible, and if so, how this can be done? Br. Tag: Exporting Quote to MS Word Tag: 34147
  - 10
    - Pro VS Std suite user and workflow automation If a Pro user creates a workflow rule can the std suite user apply that rule to an account they own? Tag: Exporting Quote to MS Word Tag: 34146
  - 11
    - changing lookup columns Anybody know a way to add a column to the LookUp screen for Accounts? When I am in a contact record and want to choose a parent account, I would like more columns to distinguish between the different accounts that come up. This isn't the Advanced Find or Associated View for Accounts so I can't see where to add the columns. I've even checked the QueryBase table and don't see any one that looks like it applies. Thanks. Tag: Exporting Quote to MS Word Tag: 34145
  - 12
    - Too many OUs in AD created As described in the Implementation Guide for CRM the installation script created several nested OUs in our AD. When I controlled the AD structure I found three instead of two nested OUs with the name of our company. In the OU on the top of this structure there is no other OU or object. What can I do to change this to the "normal" structure with only two nested OUs with the same name? Is it possible to move the second level OU to the top level without any risc? P.S.: Before I installed CRM V. 1.2 the OU with our company name already existed in our AD. Maybe this caused the installation script to generate the mentioned structure. Tag: Exporting Quote to MS Word Tag: 34144
  - 13
    - Creating CRM Users HI, Thanks for your response. No there are no strange characters, the two names are John Phillips and Steve McDonagh. These two users have been added to our pilot CRM system, which is independent of this live version, with out any problems. Cheers Ben Tag: Exporting Quote to MS Word Tag: 34136
  - 14
    - Control reciepient list in email template from Workflow rule? Does anyone know howto control the reciepient list in email templates sent from a workflow rule? //Martin Hoegsted Tag: Exporting Quote to MS Word Tag: 34135
  - 15
    - Printing Custom reports through MSCRM Hi, I have created a set of custom reports with Crystal Reports 9 and added the reports to MSCRM by using the CRM Report Manager. For some reason, when I try to print the custom reports through MSCRM, I am prompted for CRM server user name and password each time. One report has a sub-report in in, and in order to be able to print that one, I need to enter user name and password and twice, once for the main report and another time for the subreport. For the record, I am not prompted for the user name and password when I print "out-of-the-box" reports... How do I go about finding and resolving the problem? Thanks in advance! Pete Tag: Exporting Quote to MS Word Tag: 34107
  - 16
    - No Account records are available in this view when I go offline When i'm online i see all my accounts, i do an sync, no errors. When i'm trying to get my info in accounts or other i get : No Account records are available in this view when i go offline. I have installed all the patch and my registry value is good. I use Xp sp2 and I'm a admin on the server and on my laptop and i'm also a crm user. Tag: Exporting Quote to MS Word Tag: 34105
  - 17
    - CRM Information Bridge Framework hey all trying to install Information Bridge Framework but i'm getting and error: "The Information bridge metadata service location is not available" i tried http://localhost:8082 and http://crmserver:8082 (crmserver = hostname) i also tried running the installation with Domain\Administrator and local Administrator, but same error. btw domain admin is in the local admin group any suggestions? Tag: Exporting Quote to MS Word Tag: 34104
  - 18
    - IP works but FQDN doesn't I have just finished migrating an MSCRM 1.2 server from one box to another. I backed up the database, restored it on the new box and then installed MSCRM 1.2 successfully. The problem is that if I access the new installation by it's IP address it works correctly. If I RDC into the new installation and access it via http://localhost it works correctly as well. But if I use the fqdn and reference the entire domain name as http://cmr.atlanta.ledet.com, I get a connection dialog box asking for a username and password 3 times then an access denied message. What could cause access via an IP address to work correctly, but through a FQDN to deny access. The FQDN does resolve correctly and I can use the FQDN from the MSCRM box in Windows Explorer just fine. For example, \\cmr.atlanta.ledet.com\c$ resolves just fine to the local c: - Sterling Tag: Exporting Quote to MS Word Tag: 34103
  - 19
    - Custom fields from Leads promoting to Accounts Is there any way to get custom fields from a lead moved into (identically named) custom fields when you promote the lead to an account? Tag: Exporting Quote to MS Word Tag: 34101
  - 20
    - Problem With Contacts Import Hello, I just imported my Contacts from Outlook into CRM 1.2. All imported Successfully, but my company name field dissapeared from all of my contacts. I also notice that if you create a new CRM contact there is no place to specify company name. Please Help! Now I just have a lot of names of people, but I don't know who they work for... Tag: Exporting Quote to MS Word Tag: 34095
  - 21
    - Owner assignment problem I have issues with the way CRM cascades entity ownership to child records. Specifically, I want to be able to control what it cascades changes to. We have three sales departments which do not work in teams. An opportunity may be created by a salesperson that is not the owner. But it seems that if any change is made to the account or contact that the opportunity is linked to, then the opportunity and all of its activities get reassigned. Since I cannot turn this "feature" off, I am about to turn on a stored procedure that I have written that processes a log table populated by triggers on the opportunitybase and activitybase tables. This procedure goes through and reverts the owninguser and owningbusinessunit columns if the original owningbusinessunit is different than the one that has been recently assigned. This should work for my company because we do not have a need to assign records across departments. I did it this way since failing the update transaction would probably rollback some stuff that would break the app or the db. Below is the proc, it'll run every five minutes. Basically, I want to know: Is this a bad idea? CREATE PROCEDURE [dbo].[custom_revert_object_owner] AS declare @old_user uniqueidentifier, @old_bizunit uniqueidentifier, @objectid uniqueidentifier, @objecttypecode int /*Process Opportunities*/ declare rowset cursor for select old_owninguser, old_owningbusinessunit, objectid from custom_changed_owners_log where objecttypecode = 3 and old_owningbusinessunit in (select businessunitid from businessunitbase where [name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and old_owningbusinessunit <> new_owningbusinessunit and processed = 0 open rowset fetch next from rowset into @old_user, @old_bizunit, @objectid while @@fetch_status = 0 begin update opportunitybase set owninguser = @old_user, owningbusinessunit = @old_bizunit where opportunityid = @objectid update custom_changed_owners_log set processed = 1 where objectid = @objectid fetch next from rowset into @old_user, @old_bizunit, @objectid end close rowset deallocate rowset /* Process Activities */ declare rowset cursor for select old_owninguser, old_owningbusinessunit, objectid from custom_changed_owners_log where objecttypecode <> 3 and old_owningbusinessunit in (select businessunitid from businessunitbase where [name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and old_owningbusinessunit <> new_owningbusinessunit and processed = 0 open rowset fetch next from rowset into @old_user, @old_bizunit, @objectid while @@fetch_status = 0 begin update activitybase set owninguser = @old_user, owningbusinessunit = @old_bizunit where activityid = @objectid update custom_changed_owners_log set processed = 1 where objectid = @objectid fetch next from rowset into @old_user, @old_bizunit, @objectid end close rowset deallocate rowset GO Tag: Exporting Quote to MS Word Tag: 34092
  - 22
    - Exchange Connector - do I need it? I know that the Exchange connector is designed to route incoming messages to CRM as activities. The question is--do I need to install the connector to get the ability to email FROM CRM?? Our client does not currently want the auto-creation of activities from incoming messages, but would like the ability to send email from inside the CRM app. Right now, when I attempt to send an email from CRM, I get an error: "Missing Microsoft CRM Key" Also: how does email work for Offline Outlook clients? Surely it doesn't cache the outgoing messages until it can sync with the main CRM system. Hopefully it would send it through the local Outlook client immediately. Thanks ! Tag: Exporting Quote to MS Word Tag: 34088
  - 23
    - Total VPN Access for SFO Have been going through this forum and am wondering whether anyone has completely configured SFO over VPN. I'll be shortly visiting our States Sites with a view to installing SFO on their laptops. All access to our UK CRM Server will be over HighSpeed VPN Access. So has anyone installed, configured, accessed, sync'd SFO over VPN? Tag: Exporting Quote to MS Word Tag: 34087
  - 24
    - CRM over VPN Has anyone managed to get Sales for Outlook to work over a VPN Connection. Can fully install, operate and sync when connected via VPN. But as soon as I go offline, cannot access any of the data stored locally. Keeps stating Access Denied. Anyone got any ideas? Tag: Exporting Quote to MS Word Tag: 34072
  - 25
    - CRM, Crystal reports and Printable order; How to pull data Hi all, I have created an order form using Crystal reports. On that form I have fields for Customer's technical contact and commercial contact. In the contact DB, those are boolean fields. I am trying to pull Commercial contact's name into the COmmercial contact name field and Technical contact's name into the Technical contact name field on the order form. I have tried the following formula: if{contact.CFB_OS_Contact_Main_Commercial} then {contact.fullname} (and for the technical contact field I have used the same logic) It does not seem to work. Just a clarification, an account may have several contacts, but only one per acct should be tagged as "main commercial" What seems to be happening, is that Crystal returns several results, as many as there are contacts under that acct. How can I create a formula that Picks the right values and disregards the ones that do not fulfil the criteria? Thanks, Pete Tag: Exporting Quote to MS Word Tag: 34064
- Next
  - 1
    - CRM and SharePoint Integration Hi everyone, I have been asked to look into the integration between SharePoint and for CRM in a medium sized firm that needs to keep track of a lot of documents for a number of locations as well as a large number of contacts. Is there a Knowledge Base Article or a White Paper on this? Would need to know what is involved, best practices for implementing and installing, etc. Thanks so much in advance! Shauna Tag: Exporting Quote to MS Word Tag: 34062
  - 2
    - Service Unavailable The web service is running and when I try to connect to the CRM web page I get a white screen with this error: "Service Unavailable". I restart all CRM Services and nothing happen. Tag: Exporting Quote to MS Word Tag: 34061
  - 3
    - Chrystal reports and using custom fields as a filter Iâ??ve read a comment on the problem that occurs when using custom fields as a filter for Chrystal Reports in MS CRM. This is the related post on the MS CRM newsgroup. ------------------------- or open the report and click Database - verify database to make the report aware of the new fields -- John O'Donnell Microsoft CRM MVP http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx "Stephen Redmond" <stephen_at_crm.ie@newsgroup.nospam> wrote in message news:%23W1EI%23sqEHA.896@TK2MSFTNGP12.phx.gbl... >Keng, > >You need to refresh the report's data source. Use DataBase - Set >DataSource Location and chose the same connection to replace it. > > >Stephen > >"Keng Yuen Lok" <kengyuen@nospam.newgroup> wrote in message >news:eYf4%23XsqEHA.3760@TK2MSFTNGP09.phx.gbl... > > Hi all, > > > > I've added some additional fields in Opportunity entities however in > > reporting I get the following error. > > > > "Error in formula This field name is not known.. File > > 4703807d08dee12e.rpt." > > > > That happens when I tried to add filtering using the customised fields. >Is > > this a bug? > > > > Thanks, > > Keng Yuen -------------------------------------- As we donâ??t have Crystal Reports (only Crystal Enterprise for Microsoft CRM), we canâ??t follow the steps you suggested. Is there an alternative solution? Thank you for your reply. Tag: Exporting Quote to MS Word Tag: 34060
  - 4
    - eResources --> Get Directions in Canada Hi, Has anyone developed a fix or a work-around for the eResources --> Get Directions to work in Canada? It looks as if the MSCRM developers hard-coded the query to MapPoint to only use U.S. addresses instead of also passing the country parameter as well. It basically makes this feature useless for non-US implementations. Alan Tag: Exporting Quote to MS Word Tag: 34056
  - 5
    - Sync Phone Calls Is it possible to sync CRM phone calls in SFO with the Outlook Calendar? In other words, can a user of SFO create a Phone Call select a time and a date, then see this scheduled phone call in the Outlook Calendar Tag: Exporting Quote to MS Word Tag: 34053
  - 6
    - Acces denied when trying to access offline data after synchro Hi, I have XP SP2 fresh Installed on my laptop, reinstall crm for outlook with all patches, everything work fine with my crm on my server, i can acces my data with my outlook and also via the web. I do sync and it work fine also. After the sync i automaticly receive a error : Acces denied : You do not have sufficient access rights or privileges to perform this action. I go back online ans it's working online. Never able to access my offline data and getting this message each time. In the registry key i have the 00 already. My CRM security service is strated on the server. The only thing that i have to mentioned is that my laptop is not a domain computer, i'm using only the workgroup to access the files and printers. Thanks for you help Tag: Exporting Quote to MS Word Tag: 34052
  - 7
    - CRM Server Installation Error!!! Hello, I had installed CRM Server(Demo Version from Action Pack) in a pc which has Windows 2000 Server. Active Directory, Exchange Server are in another Server(PDC) which has windows 2000 Server OS. There is a problem since i have uninstalled CRM Server, CRM Databases and Active Directory objects because of a problem during previous installation. When i try installing again CRM Server the following msg is displayed : "Setup was unable to install Microsoft CRM Server. Setup was unable to determine your account name". Also i have the following log file: [15:45:35] ===========> Starting Microsoft CRM Server setup: 2/21/2005 15:45:35 Build: 1.2.3297.0 [15:45:35] Command Line /l*v C:\\crm12svrsetup.log [15:45:35] Found Platform Major Version 5, Minor Version 0 [15:45:35] FIsWin2kRemoteSessionMappedDrive: Starting... [15:45:35] FIsWin2kRemoteSessionMappedDrive: Done: false [15:45:35] Starting Domain Admin Check [15:45:38] Domain Admin Check successful [15:45:38] Entering HrGetDefaultNamingContextPath [15:45:39] Exiting HrGetDefaultNamingContextPath Hr = 0 [15:45:39] AD native mode check successful [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/sspifilt [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/Compression [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/md5filt [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/fpexedll.dll [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/ASP.NET_1.1.4322.573 [15:45:39] MDAC 2.71a check successful [15:45:39] Checking if Data Migration 1.0 is installed (product GUID: {66E960B1-907A-471f-8087-DFB72620819D})... [15:45:41] Setup was unable to determine your account name. [15:45:42] ===========> Microsoft CRM Server setup completed: 2/21/2005 15:45:42 : 0x80004005 Also i would like to mention that when i try installing CRM SERVER in the main server(PDC), NONE MSG of errors is displayed. So there is a problem with the second server. Does anyone know what exactly means the msg above?? Thanks in advance, Stelios Tag: Exporting Quote to MS Word Tag: 34049
  - 8
    - Outbound Email Blocked Hi, One of our users has experienced the following when trying to send an email from MSCRM They were using an existing template and made some minor text changes to it. When they clicked save the following message appeared below the subject line: The email below may contain script or content that is potentially harmful and has been blocked. Unblock If Unblock is clicked then we get the following message: You are about to view a message body that might contain harmful content. Click OK to proceed or Cancel to stop. We clicked Cancel. Has anybody experienced this? If so, what does it mean? How do we get rid of this message? Thanks Lee Tag: Exporting Quote to MS Word Tag: 34048
  - 9
    - KDC Errors stopping MS CRM Every once and then our CRM application becomes unreachable and the CRM server itself inaccessible. It seems as it simply loses contact with the domain controller, since this machine is too busy. The System log on the domain controller is packed with this Error message: Event Type: Error Event Source: KDC Event Category: None Event ID: 11 Date: 2005-02-21 Time: 10:03:12 User: N/A Computer: CRM-AD01 Description: There are multiple accounts with name host/boromir-crm.crm.agogo.se of type DS_SERVICE_PRINCIPAL_NAME. In the domain there are two accounts causing this "conflict": ldap_search_s(ld, "DC=crm,DC=agogo,DC=se", 2, "serviceprincipalname=Host/boromir-crm", attrList, 0, &msg) Result <0>: (null) Matched DNs: Getting 2 entries: >> Dn: CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se 5> objectClass: top; person; organizationalPerson; user; computer; 1> cn: BOROMIR-CRM; 1> distinguishedName: CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se; 1> name: BOROMIR-CRM; 1> canonicalName: crm.agogo.se/Computers/BOROMIR-CRM; >> Dn: CN=Security Account (SU),CN=Users,DC=crm,DC=agogo,DC=se 4> objectClass: top; person; organizationalPerson; user; 1> cn: Security Account (SU); 1> description: CRM Security Account; 1> distinguishedName: CN=Security Account (SU),CN=Users,DC=crm,DC=agogo,DC=se; 1> name: Security Account (SU); 1> canonicalName: crm.agogo.se/Users/Security Account (SU); I don't quite get this..? What may have caused this "conflict", and what should we do about it? I don't want to mess up the Security Account and get locked out or something... Tag: Exporting Quote to MS Word Tag: 34047
  - 10
    - Creating CRM Users Hi, i am having this problem whilst trying to issue the last 2 of ou licenses. I have created the rest of the users with no prblems what so ever. After going through the wizard in the deployment manager i get the following message: User 1 ( *User Name* ) failed : A parse error was encountered in the XML (80041a04) - SOAP Server Application Faulted Does anyone have any ideas as to why this is suddenly doing this?? many thanks in advance Ben Tag: Exporting Quote to MS Word Tag: 34045
  - 11
    - SFO sync. Often people get sync. errors when going online. It's probably because things on the server change compared to the offline data. I wondered if all the changes made offline sync correctly except the ones listed in the sync error box ?? Jack Tag: Exporting Quote to MS Word Tag: 34044
  - 12
    - Word integration How do I incorporate Word seamlessly into CRM? i.e., that I write a document in Word that automatically gets reflected against customer/event? cheers Richard Tag: Exporting Quote to MS Word Tag: 34040
  - 13
    - Microsoft.Crm.SampleDataWizard.exe fails with this: "An error has occured: An operations error occured Please make sure Microsoft CRM is installed and running. For more information contact your system administrator." Microsoft CRM is installed and running. Any suggestions? TIA Tag: Exporting Quote to MS Word Tag: 34039
  - 14
    - Mail-Signature in SFO Hi Group, does anyone know how to activate the automatic insertion of a mail-signature in CRM-Mails? I don't talk about creating a mail with the IE-frontend (where you have to choose a mail-template). We have one installement (my machine) where the signature is automatically inserted depending on the configuration in the Outlook-options. All other users here have to use the "Insert" menu-entry to get the footer into the mail. Thanks a lot Michael Erl Tag: Exporting Quote to MS Word Tag: 34038
  - 15
    - Button in oppertunities I would like to have a button in oppertunities that opens a project folder, anyone who have an idea how to do this ? Jack Tag: Exporting Quote to MS Word Tag: 34037
  - 16
    - Error 80004005 on install -- additional info I get the error message 'Unspecified error 80004005' when I try to install CRM version 1.0. CRM server is being placed on a P4 2.2GHz/510MB system that also has Exchange 2003 on it. SQL Server is on another system that is also 2.2GHZ with 512MB. They are both on the same domain. When I try to install I get the above error message and there is nothing 'new' on the SQL Server. On checking the logs for both machines I have found that the logon for SQL fails due to the use of a 'null' username. This occurs whether I use the 'localmachine' security account or specify one. I have also noticed that when I do specify an account that it successfully authenticates with SQL, but seems to fail shortly thereafter. It seems that the reason for this failure to install is due to the fact that there is a serious problem logging on to the SQL Server during installation. Another problem I see is that the EULA text is missing when I start the installation. Any ideas or suggestions? Thanks. Tag: Exporting Quote to MS Word Tag: 34032
  - 17
    - How to display XML string returned by CRM Accountobject.retrive me Hi All, Please let me know how i can display the query results fetched from crm database into Datagrid directly. Any help is appreciated. Tag: Exporting Quote to MS Word Tag: 34031
  - 18
    - ACCPAC, SAP integration with MSCRM 1.2 We are looking at purchasing an accounting package and would like to integrate it with CRM which we have at the moment. Has anyone done this integration with the above products? Is it worth using MSCRM or go with CRM that comes with the above prodcuts? The amount of data in the MSCRM is minimal and would not matter if it was blown away. Any feed back would be appreciated Thanks Karl Tag: Exporting Quote to MS Word Tag: 34029
  - 19
    - Closing orders After we receive and order, we create the invoice with the create invoice button, however the order is still there as "new" or "pending". Is there any way to "close" the order as having been received? Tag: Exporting Quote to MS Word Tag: 34026
  - 20
    - drop down boxes Hi all, Yet another question for you clever people out there. In drop down boxes is anyone aware of how many records these can have? For an application for a client we are going to need somewhere in the viscinity of 200 drop down records. Thanks, Nathan Tag: Exporting Quote to MS Word Tag: 34024
  - 21
    - Workflow Hi all, In the workflow manager for one of our clients we have added a radio button to trigger an e-mail. How it is ment to work is, When the accounting department recieves payment for an order they change the radio button option and then "save and close" the record in order to generate (via the workflow) an e-mail to the dispatch division. So once payment is recieved dispatch get an e-mail to then package the order to be sent out. Only problem is, both at our test site and at the client site this is not generation ANY activity let alone an e-mail. Any help what so ever will be greatly appreciated. Cheers, Nathan Tag: Exporting Quote to MS Word Tag: 34020
  - 22
    - Quotes, Orders + Invoices Hi all, During configuration of a client database we took the client through the entire sales and service process creating and closing Quotes, Invoices and Contracts. These were samples and now need to be removed. But it seems that once these records have been activated or closed they cannot be deleted. Would there be a problem deleting these records directly in the MSCRM database through the SQL Enterprise manager? Any help appreciated. Cheers, Nathan Tag: Exporting Quote to MS Word Tag: 34016
  - 23
    - Small Business Accounting 2006 & MS CRM 1.2 Anyone know if CRM 1.2 integrates with the new MS Small Business Accounting product? Roger Tag: Exporting Quote to MS Word Tag: 34009
  - 24
    - Connecting to CRM Web Client via Wireless Another issue I'd appreciate help with: Do you know why I have access to everything on the network in a wired Ethernet environment, however if I go wireless, I cannot connect to CRM. I do have access to Outlook and the VPN in wireless. Curious if there is some network security setting or just a glitch. It doesn't even bring up the log-in where you would input password. All network settings are the same in wired or wireless. I do have pop-up blocker on, however, I have CRM as an exception where pop-up blocker is turned off. My laptop is new and came with XP SP2. The SP2 pop-up blocker is the one I have CRM listed as exception. I had to turn this off to access CRM on the network in a wired Ethernet environment. No access problem in wired network, only in wireless. I have WEP encryption enabled. Thanks, Boolean1 Boolean1@comcast.net Tag: Exporting Quote to MS Word Tag: 34005
  - 25
    - CRM for Outlook Client Any help on this appreciated... I had an error with Outlook awhile back where I had to remove the CRM Add In and when I go to add it back (something I've done before), it never shows the CRM toolbar and when I click on one of the CRM folders (like Accounts, etc.) it doesn't load up. Upon checking my C Drive under Program Files, it appears I still have everything on my computer with regard to the Outlook client. I even tried going on the network and doing an install again and it said it "is already installed." Any idea on how I might be able to get the Outlook version up and running again? Thanks, Boolean1 Boolean1@comcast.net Tag: Exporting Quote to MS Word Tag: 34004

Hi,
Has anyone tried to export a quote from CRM to Word?
If so, how do you do it? Please advise.

Thanks.

Exporting Quote to MS Word by Donna

Donna
Wed Feb 23 17:01:54 CST 2005

You can export a quote to word by opening the quote and
selecting the "Print Sales Quote" button. The quote will
open in a Crystal viewer and you can select the "Export
Report" button in the upper left-hand corner of the
report. You will have options with respect to exporting
the quote to MS Word, Excel, etc after selecting
the "Export" button.

>-----Original Message-----
>Hi,
>Has anyone tried to export a quote from CRM to Word?
>If so, how do you do it? Please advise.
>
>Thanks.
>.
>

Re: Exporting Quote to MS Word by Julian

Julian
Thu Feb 24 13:42:54 CST 2005

On Wed, 23 Feb 2005 15:01:54 -0800, "Donna"
<anonymous@discussions.microsoft.com> wrote:

>You can export a quote to word by opening the quote and
>selecting the "Print Sales Quote" button. The quote will
>open in a Crystal viewer and you can select the "Export
>Report" button in the upper left-hand corner of the
>report. You will have options with respect to exporting
>the quote to MS Word, Excel, etc after selecting
>the "Export" button.

This sounds like a customisation someone has added to your CRM system
probabaly following a post on here a while back

This is not part of the standard CRM product
>
>>-----Original Message-----
>>Hi,
>>Has anyone tried to export a quote from CRM to Word?
>>If so, how do you do it? Please advise.

From The Sales for Outlook client open the quote and select Mail Merge
from the Actions menu and when in Word select the Quote template. This
will generate the quote as a Word document

>>
>>Thanks.
>>.
>>