Help with email responses

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- Previous
  - 1
    - redeploy to parent domain Hi, We have crm 1.2 running in a subdomain with the AD in the parent domain. now we want to move the crm to the parent domain. I'm using the redeployment wizard. When i try to map the users to the same user i get this massage: The specified user was found but the mapping is invalid. The new mapping was not created. I'm installing using another user than the original installation user. Is there no way to work around this? thanx a lot Tag: Help with email responses Tag: 59220
  - 2
    - Problem with accessing CRM on Small Business Server Hello, I have an issue with an instance of CRM 3.0 which I am running on a small business server 2003. When I try and access CRM using the web client it times out as it appears the w3svc is down. After I reboot the SBS the service works and I can access CRM for a couple of days before it shuts down again. I have been through the event log to no avail and the service is showing as "started" but all internet access to the server is unavailable. I can access the CRM client from the intranet without any problems and also directly on the server the problem lies with internet access to the box Any help would be appreciated -- Thanks In Advance Stu Grover Tag: Help with email responses Tag: 59218
  - 3
    - No automatic selection of telephone number When i go to workplace, and start a new activity, i select a phonecall The defalt remains on outgoing call, and i select a contact to call I checked, this (exisiting)contact has a work phone number. Why do i, after selecting my contact to call, have to fill in a phone number manually, when this number is saved to this contact in CRM already? I expected the CRM system to asdd this contacts number automaticcaly, as soon as i selected the contact... Am i missing somehting obvious? thanks, Kas Tag: Help with email responses Tag: 59214
  - 4
    - View Accounts by Team In order to facilitate the needs of a customer, I need to be able to display what accounts belong to which team. Does anyone know if this is at all possible without writing a query to SQL? -- HS Tag: Help with email responses Tag: 59213
  - 5
    - Change sorting order behavior for columns with pick list values Please change the behavior for sorting anny view for any entity to the label name instead of the value of the label. as Microsoft CRM 3.0 has a bit strange way of the sorting behavior in views for columns with pick list values When in a view (any view for any entity) When a column is a pick list field When I sort the view on the column which is a pick list field The sorting order is not by label name The sorting order is not by order in the pick list The sorting order appears to be on the value belonging to the label result looks to be un-logical ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0e03b09b-84a4-49ea-b55f-2d236748344a&dg=microsoft.public.crm Tag: Help with email responses Tag: 59212
  - 6
    - Default Unit of Measure When creating a new "Existing Product" line on a order, I select a product but its deafult unit of measure is not brought through onto the Order Product New form. Should it be? If not, is there a way to make it happen? Any help would be most appreciated. Thanks - MC Tag: Help with email responses Tag: 59211
  - 7
    - No Users Appear in the User Manager Wizard Dear All, We installed Microsoft CRM 3 onto our server pretty much OK eventually (apart from reporting Services failed) but when I go to the User Manager Wizard, I don't see any of our users listed from Active Directory. The organizational unit I entered was: OU=webtechy,DC=internal,DC=webtechy,DC=co,DC=uk But now I'm wondering if I should have selected the folder in Active Directory that hosts all our users (we're using Small Business Server). Our Active Directory structure is as follows: internal.webtechy.co.uk - Builtin - Computers - Domain Controllers - ForeighSecurityPrincipals - MyBusiness -- Computers --- SBSComputers --- SBSServers -- Distribution Groups -- Security Groups -- Users --- SBSUsers (this is where our user accounts reside) - Users - Webtechy (this is what I selected during install) -- Webtechy Any help much appreciated. Regards, Ben. -- Ben Weeks Business & IT Consultant www.webtechy.co.uk T: 08707609367 F: 08701315220 Tag: Help with email responses Tag: 59207
  - 8
    - CD for Customizing Report Hi, I want to create customize report in CRM 3.0. My SQL is under Windows 2000 SP4. According to HOL on report, it mentioned about VS.Net 2003. I have installed it, however i did not find the Business Intelligence Project > report project. Which CD should i installed?? Carrie Tag: Help with email responses Tag: 59204
  - 9
    - Quick Campaign Error 0x8004032f I created a marketinglist with contacts. All contacts have an e-mail address. At the detailwindow of the marketinglist I press the button create Quick Campaign and i choose the option E-mail via mailmerge. I choose a html template in Word en complete the mailmerge. E-mails are send and tracked in MS CRM at contactlevel. But the quickcampaign stops with the error cannot be completed (Deze/dit Snelle campagne kan niet worden uitgevoerd wegen een fout: 0x8004032f, Neem contact etc. etc.) We are using CRM 3.0 SBE NL with XP SP2 cliÃ«nt with Office 2003. Any ideas about whats going wrong? Tag: Help with email responses Tag: 59202
  - 10
    - convert lead to Opportunity Hallo to all, When we open an opportunity it requires to set the Potential Customer for it. This is a look up field and you can choose an Account or a contact. Is there a way that i can choose as a potential customer a lead? I know that the originating lead is set in the administration tab but it is not helpful there. I do not want to convert leads to contacts or accounts and then create the opportunity because we use contacts for non-customer persons, accounts for customers that we already do business with and leads are for potential customers. If there is a way please help! Thank you very much. Tag: Help with email responses Tag: 59200
  - 11
    - It should be possible to set the pricelist vaule to a default Unfortunately it is not possible to set any default values for Pricelists for Accounts or any other entities â?? and it is not possible to setup in a Workflow rule. So my sugestion is to make it possible to create a workflow rule which sets the value of the Pricelist to a default (for Accounts and any other entieties) ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=66a1afc3-0319-459f-860e-5154b68c4441&dg=microsoft.public.crm Tag: Help with email responses Tag: 59199
  - 12
    - Cannot access Settings areas I am using the MS CRM 90 day trial. I have been set up as a System Administrator and a System Customizer. However, the Settings tab does not appear and when I select Settings through the Go To task bar it has no effect. I am accessing through the web, not the Outlook client. -- Briony Tag: Help with email responses Tag: 59196
  - 13
    - Adding a bit attribute fails but adding a varchar doesn't Hi to all CRM Dudes and Dudettes, A client of mine has a small problem. They have been adding heaps of bit fields to their account entity and now its generating the general CRM Error Window. At first I thought SQL had reached it's maximum table row size, but we can still add normal varchar fields. I've turned tracing on and the error starts at this line. >EntityService.Create caught exception: System.NullReferenceException: Object reference not set to an instance of an object. Has anyone had similar issues/problems with adding bit fields or fields in general? Any help would be appreciated. Tag: Help with email responses Tag: 59181
  - 14
    - Access Error :MS CRM1.2 Users of only one business unit are facing this problem while sharing their Accounts. Following error is received. The system could not log you on. This Could be because your user record or business unit you belong to has been disabled in Microsoft CRM.For More information,Contact your system Administrator. Tag: Help with email responses Tag: 59180
  - 15
    - Advanced Find Cases Hello, I am struggling trying to create two views (Advanced Find?) for cases, I thought it would be simple but I just donâ??t see a way. If anybody can point me in the right direction I would appreciate it. Thank you, Shaun 1 â?? All Active cases for a specific customer (Account) and the contacts that have that customer as the parent account. 2 - All Active cases created over a week ago Tag: Help with email responses Tag: 59179
  - 16
    - Bulk Delete How would i go about delete 16000 Contacts/Leads from our CRM system. These records were incorrectly imported. Tag: Help with email responses Tag: 59177
  - 17
    - Outlook Contact Syncing I've noticed that a birthday entered for a contact in CRM will automatically appear on my Outlook calendar. Is there any documentation on which fields are pulled from CRM to Outlook? Is this something that we can control and/or map? Tag: Help with email responses Tag: 59176
  - 18
    - User seeing each other accounts I'm having problem where our users can randomly see each others account. There don't see to be any logic to which account are visible to others users which ones are not. I've been able to trace the problem down to invalid SecurityDescriptor in the AccountBase table, but I have no idea on how to isolate the invalid Descriptors nor do I know how to fix them. Help!! Tag: Help with email responses Tag: 59172
  - 19
    - Mass Delete I guess this is two parts... 1. I noticed that when I do a delete through the UI, the record stays and gets a deletion state code=2. At some point is there an admin function to actually clean these off of the db? 2. I have been testing the creation of Accounts through an SDK program and its working well. I have created over 26k accounts and now want to run a final clean test before running this job in a prod environment. I figure the safest way is to just set the deletionstatecode=2 through SQL. Is there any harm in just deleting them? In 99% of the accounts its just an account record. If I leave a few orphans, I'm ok with that. Tag: Help with email responses Tag: 59171
  - 20
    - Custom Entity performance issues We've created a few custom entities in our CRM 3.0 implementation. Since we've added them we've also noticed a that our CRM application server performance has degraded. What I've found, for example, is when I switch from page to page in the grid that the page loads and rolls through each record (I can actually watch it count down in the lower left of the browser) vs. doing the same thing with a system entity like accounts where it almost "snaps" to the entire next page. If you watch the performance monitor on the CRM application server and SQL server while switching from page to page you can actually watch the processor on the app server increase quite a bit, but the SQL server doesn't appear to change much, if at all. I guess my question is has anyone else noticed this, and if so what have you done to increase the performance. My intial thought was that we needed to set up some SQL jobs for indexing the custom entities, but since the SQL server doesn't seem to be affected I'm not sure that would help much. Thanks, Greg Tag: Help with email responses Tag: 59166
  - 21
    - CRM Exchange Mail Router for SBS I setup a mailbox to be used by the CRM Exchange Mail Router running on SBS 2003. The CRM mail worked fine in CRM 1.2 on this box, but now all email is being returned to our CRM users when they try to send mail. I have the CRM mailbox address set as crmmail@domainname.local. Is this not correct? Should I have it set to crmmail@domainname.com even though our .com email comes through an ISP, not through Exchange? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Help with email responses Tag: 59161
  - 22
    - Link a Product to a Contact Hi, For each product I sell I'd like to manage more info about it than just the plain-jane "Vendor" field on the Product\Description tab. I'd rather create a real Contact record, then replace the plain-jane "Vendor" field with one that holds a link to the actual Contact (relationship or picklist?). Ideally this would be 1-1. When I look through all the form customization and relationship creation screens, it is not apparent how I would do this. I never see anything that would let me directly connect two system entities. Any suggestions? Thanks in advance. Tag: Help with email responses Tag: 59149
  - 23
    - Can't reinstall laptop client we have CRM 3.0, the laptop was running the laptop client, the profile became corrupt and I reinstalled the laptop client, however I got the message that a version was on and should be removed. I have gone through the registry and removed everything from it that refers to CRM, Microsoft CRM, and Microsoft.CRM, I have also removed the desktop SQL engine along with all folders, removed all CRM folders including the CRM log found in the application data folder of the user. To no avail I still cannot install the client and I do not want to flatten this machine. help! Tag: Help with email responses Tag: 59147
  - 24
    - Export Contacts We are using CRM v3.0, I need to export the contacts to an outlook public folder. If I can't export, can I sync to a public folder address book? Tag: Help with email responses Tag: 59145
  - 25
    - Insufficient Permissions Error when Closing an Opportunity Ok, just upgraded to 3.0 last week. Admin is able to close opportunities just fine. However our sales force is unable to close an opportunity. they always get "Insufficient Permisions - The logged on user does not have the appropriate security permissions to view these records or perform the specific action...." It is in the online version as well as offline. SFO as well as web. I have checked the settings under the salesmens role and everything seems to be open enough to allow opportunities to be close. Please help!!! this is driving me nuts and slowing up our productivity. This worked fine in 1.2 only getting the problem in 3.0 now. Josh Tag: Help with email responses Tag: 59143
- Next
  - 1
    - CRM 3.0 Installation - AMD 64 bit Has anyone been successful in installing CRM 3.0 onto an AMD64 bit processor using Windows 2003 x64 operating system? we are switching to DL145 servers for all f our web server machines and would like to migrate our CRM applications there also. Tag: Help with email responses Tag: 59138
  - 2
    - Difference between Text Area and Text? Can anyone tell me the answer to this question? Cheers Tag: Help with email responses Tag: 59135
  - 3
    - number of columns in a customized Form Hi, We need some times more than 3 columns in a row on a customized form, is this possible? has any one tried this out? any hint is highly appreciated. Regards Tag: Help with email responses Tag: 59133
  - 4
    - Issue with oPopup errors on menus Hope someone can point me in the right direction. On Child windows (not the main window) when you move the mouse over a menu or tool bar item - the following errors appear : Line 141: _oPopup.document is null or not an object. If you use the ALT shortcuts to display the Actions menu (ALt A) the following error appears:Line 769: Object required. When you click one of the menus, the box highlights, but does not remove the highlight when the mouse moves off, and if you click the toolbars, even though they do not highlight, the functions still works. All menu functionality and tool bars works correctly on the main CRM screen, this is only happening on a few PC's, and only on windows called from the main CRM screen. (Ie a Case) I have already reset all security options and zone information so that the machines which work and do not work are identical - as well as all PC's running the same service packs and JRE's Can anyone help ? Thanks in advance Keith. Tag: Help with email responses Tag: 59132
  - 5
    - Pivot Table Aliases are removed Hello, Iâ??m hoping someone can shed some light into this problem for me. When I customize the source query in an Excel Pivot Table extract which contains joins (inner or outer join) to multiple filteredviews, the column aliases are disappearing. Has anyone else encountered this problem before? To reproduce, please repeat the following steps: 1) Take any list and export it as a dynamic pivot table. 2) Go into the Pivot Table and change the Source Query. (you can do this by Data Pivot Table and Pivot Chart Report Click on the Back Button and Click Get Data) 3) Modify the source SQL to include a join from multiple table columns. For example Select a.name as 'account name', b.title as 'case title' from filteredaccount a inner join filteredincident b on a.accountid = b.accountid 4) Run the Query in MSQuery and return the columns to MS Excel. The aliased column headers are lost. The column aliases are returned perfectly if i run this in ISQLW Any insight is appreciated. Thanksâ?¦ Howard Tag: Help with email responses Tag: 59131
  - 6
    - CRM Folders Missing in Outlook Just upgraded from 1.2 to 3.0. The install went ok and CRM is working in Outlook except for the fact that the CRM folders are all missing on the left side. I can click on the Microsoft CRM folder, but the only thing underneath it is "Deleted Items" and "Search Folders". -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Help with email responses Tag: 59129
  - 7
    - CRM 1.2 connector on Exchange 2003 A/P Cluster I know the CRM 1.2 Exchange Queue email connector is not supported by Microsoft on an Exchange 2003 Active/Passive cluster. However, there is someone out there that created a 'workaround' to make it send and receive emails. I pulled this from an old newgroup, July 30, 2004. "This has been done 0- and the details on how to do it were posted on this newsgroup a few months back. Now that *is* good. Search the archives for this newsgroup on Google Another alternative, which is supported, is to install the router on a front end Exchange server or servers, keeping the shared-storage cluster untouched (and supported) at the back-end. That topology has other benefits beyond CRM supportability Peter XXXXX MCSE (NT4 and 2000) Certified Professional - MS CRM Application / Customization / Installation & Configuration " Also, what are the steps and configurations for installing the connector on a front-end Exchange 2003 server? Thanks! Tag: Help with email responses Tag: 59128
  - 8
    - New CRM 3.0 install We are trying to install the new CRM 3.0 that came in the MS Action Pak. I'm getting an error and the install won't proceed beyond the point where it asks for the SQL server. Says it can't find server(0) The box is a Win2003 server with Exch 2005 and SQL 2005 in it. We can connect to this sql server from other boxes on the net so we know it's up and running. Tag: Help with email responses Tag: 59126
  - 9
    - Data Migration Pack Does anyone know if there is any documentation out there re: the data migration pack for v3? I need to understand what the limitations are (if any) - can you import relationships between accounts and contacts via the customerrelationshipbase table? Can you import notes and opportunities? Thanks Jo Savidge Tag: Help with email responses Tag: 59125
  - 10
    - Appointments - "Required" field functionality When inviting CRM users to appointments using the standard "required" field (V3) - why are the invitees not asked to accept the invitation? Thanks Jo Savidge Tag: Help with email responses Tag: 59124
  - 11
    - CRM Exchange Router Service filling event log I have just finished installing CRM on a Server that runs SPS2003, spent about a day getting it all to live happily together, it all appears to work, clients can use the web client fine with no errors, seems quick. However after installing the Mail Router on our exchange server, in this case an SBS2003 box, the application log has been filled up with errors, about 4 a minute. Error is: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Verifying before delivery message: RE: Outstanding issues in mailbox: svc-CRMMail failed (System.Net.WebException: The request failed with HTTP status 401: Unauthorized. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.Net.WebException: The request failed with HTTP status 401: Unauthorized. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) I think it maybe something to do with sharepoint/iis configuration as i was having some odd issue when i tried to assign an ip to each site, ie they would stop working. Any help greatly appreciated Tag: Help with email responses Tag: 59123
  - 12
    - Exception Reports Does anyone know if it is possible to complete the following query using standard MSCRM querying tools i.e. standard reports / advanced find Query the database to view all of the accounts that have not had any activities created or updated within the past x months? Appreciate I can create a custom report to do this, but is it possible using the standard tools? Thanks Jo Savidge Tag: Help with email responses Tag: 59122
  - 13
    - Howto Add a view in an account with all the products I need to make a View in which it can see all bought products, without having to enter invoice by invoice to see what has been sold to him. Can I do It easily? Thanks. Tag: Help with email responses Tag: 59121
  - 14
    - Importing Leads and Preventing Duplicates Grettings! I have a CSV file containing over 2000 leads that I would like to import into CRM 3.0. We currently have almost 5000 leads in CRM 3.0 already. Yes, we like to keep our sales team busy ;) I'd like to import the leads from the CSV file, however I want to avoid any duplication. A duplicate would be two (or more) leads with the same name and company. Also, I'd like to avoid the situations for a company where the CSV may contain lead named "Bob Smith" from "ACME Ltd.". CRM 3.0 may already have a lead named "Bob Smith" from "ACME Limited". To us, those are the same company and are thus a duplicate. Does anybody have any suggestions as to how I'd go about doing this? Thanks in advance. Herb Tag: Help with email responses Tag: 59118
  - 15
    - InfoPath & CRM Hey Everyone. Is it possible to integrate InfoPath w/ CRM 3.0? I see alot saying it is but not much follow up info.! We would like to use the InfoPath forms to input and draw from the CRM system. Is this possible and if so, are there any resources out there to get more information? Thank you. Tag: Help with email responses Tag: 59109
  - 16
    - Tricking CRM 3 into running two languages Hello, Having had English version of CRM 3, we got it installed, on Win 2003 SP1, SQL Server 2000. We have now received Russian version of the product. Since we shall be deploying Russian version for local clients and not all of our internal staff are fluent in English, the boss tells to replace English installation with Russian. Okay to that, I thought... only I'd really have preferred it with dual language support - as I find it easier to understand English interface and online documentation, if it were somehow possible at all. I also administer WSUS and it's magic there - just the matter of switching language preferences order in IE. So my question are: 1. I am wondering if anyone managed to set CRM 3 up in a so it can appear in either of the languages. Or are we stuck with the language of the installation? 2. If the above is impossible for menus, dialogs, etc... could I at least have the online docs in English... would it be okay to overwrite Russian content with English one (there're updated online help files available for download anyway...)? Thank you for any ideas. Alex A Tag: Help with email responses Tag: 59103
  - 17
    - SBS Site Problems w/ CRM After upgrading from 1.2 to 3.0, we have major problems with our SBS websites. 1) CRM is setup to use the IP address of the server and this site runs fine. 2) Upgrading knocked out our "companyweb" site installed by SBS ("service unavailable") 3) SQL Reporting doesn't work because it's trying to use the default address which is already used by CRM, RWW, companyweb, etc. I'm really confused about how to sort out all the websites. How can all these sites run on one IP address? So much for MS making this install nice and trouble free for SBS users! -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Help with email responses Tag: 59095
  - 18
    - Automaticaly generate account id? Can anybody tell me how I can make Microsoft CRM 3.0 (webbased version) automatically generate an account ID when we add a new one. Thank you! gr Joeri Tag: Help with email responses Tag: 59089
  - 19
    - Success stories, anyone? Hi, We're working towards to convert MSCRM 1.2 Prof. to 3.0 and wondering if there are anyone who can tell if they have had success completing this task. We have had a bumpy ride so far and are still experiencing problem and challenges. Question to my mind, is there any success story, anyone who has completed a conversion who want to share their thought? Thanks Paal Tag: Help with email responses Tag: 59088
  - 20
    - Error Going Offline - CRM 3.0 Outlook Client When in Outlook Client, hit "Go Offline" and get error: An unknown error has ocurred. Retry the action. If the problem persists, contact your system administrator. Any help appreciated. Thanks, Boolean1 Tag: Help with email responses Tag: 59087
  - 21
    - Migration to CRM3.0 Hi guys, Can anyone tell me how to migrate from CRM 1.2 to CRM 3.0 Tag: Help with email responses Tag: 59083
  - 22
    - Certification authority type I'm trying to setup CRM 3.0 mobile. I have decided to create my own certification authority, do I set up a enterprise root ca or a stand-alone root ca? Thanks in advance Tag: Help with email responses Tag: 59081
  - 23
    - test vdvd Tag: Help with email responses Tag: 59076
  - 24
    - Error when installing Email Router Hi, Last time when i installed Router, i found this error: "The operating system version 5.2 is not supported by the installed product." My environment is as following: AD: Windows 2000 EXchange: Windows 2003 no SP, Exchange 2003 CRM: Windows 2003 SP1 How to solve this problem?? Carrie Tag: Help with email responses Tag: 59072
  - 25
    - CRM Internal email lost Hello I have a problem with emails generated within CRM 3, the emails are not delivered to any internal user's exchange mailbox but they are are beeing delivered outside our domain. Has anybody got a clue on why this is happening or how I can get the mails to be delivered to the Domain users? BR Claudio Tag: Help with email responses Tag: 59069

Hi

Iâ??m new to Microsoft CRM. There are no books available as far as I know
(Dummies book not available until Juneâ?¦) and I was wondering if someone could
help me on workflow of, firstly, the marketing section of CRM 3â?¦

This is what Iâ??ve done so far and Iâ??m unsure of how or what to do next..

I purchase 5000 records from a data agency.
I manipulate headings etc so to import them into CRM
I send 5000 emails and get 950 responses. The data agency sends me an excel
document that lists who opened the email, and how many timesâ?¦

It doesnâ??t make much sense to go through each one, find the original lead,
and link it somehow to this lead. Can I import these 950 responses and link
to or update the original lead in anyway rather than manually?

Any help greatly appreciatedâ?¦

al

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RE: Help with email responses by MattNC

MattNC
Thu May 04 15:14:02 CDT 2006

In the web UI you can go to Import and import a csv file as Campaign
Responses. CRM lets you associate the leads with a particular campaign and
even an outsourced vendor, such as you used.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com

"al" wrote:

> Hi
>
> Iâ??m new to Microsoft CRM. There are no books available as far as I know
> (Dummies book not available until Juneâ?¦) and I was wondering if someone could
> help me on workflow of, firstly, the marketing section of CRM 3â?¦
>
> This is what Iâ??ve done so far and Iâ??m unsure of how or what to do next..
>
> I purchase 5000 records from a data agency.
> I manipulate headings etc so to import them into CRM
> I send 5000 emails and get 950 responses. The data agency sends me an excel
> document that lists who opened the email, and how many timesâ?¦
>
> It doesnâ??t make much sense to go through each one, find the original lead,
> and link it somehow to this lead. Can I import these 950 responses and link
> to or update the original lead in anyway rather than manually?
>
> Any help greatly appreciatedâ?¦
>
> al
>

Top