Promote email to CRM activities

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- Previous
  - 1
    - CRMAccount.Create using fields created with Schema Manager Is it possible to use the method CRMAccount.Create and add the fields in the XML file you created using the schema manager? Tag: Promote email to CRM activities Tag: 27529
  - 2
    - adding fields In a contract or contract line I want to add a few textfields. If I am adding fields (customize the form) I can only choose some fields and each field only once. Tag: Promote email to CRM activities Tag: 27522
  - 3
    - CRM Questions I am looking for answers to two questions. Any answers or directions to potential answers would be appreciated! 1.) Where does Microsoft CRM store custom html docs/files I create. I am guessing in the SQL server but am not certain where. 2.) One admin changed the permissions on some IIS subdirectories and now the Small Business Server Monitor and Reporting doesn't send out email messages any more. Any thoughts on how to reset back to the basic permissions? Thanks in advance! (Sorry I had accidentally posted it as a reply earlier...) Tag: Promote email to CRM activities Tag: 27521
  - 4
    - Can't change business unit for a user Initially, we had only the root bu defined. Users were added and assigned roles. Now, the correct business units have been created but I can't change the business unit on the users. Why is that? -- Tammi Tag: Promote email to CRM activities Tag: 27511
  - 5
    - error on page hello, When I click on the home icon at the bottom of the crm UI i get "error on page" in the title bar and i do not navigate to the home page. Any idea what could cause this? thanks Tag: Promote email to CRM activities Tag: 27510
  - 6
    - Email signature possible? Our sales department does not want to use CRM email because it doesn't have their signature. Anyone know how to add this? Tag: Promote email to CRM activities Tag: 27509
  - 7
    - Having an Instalation issue, HELP I am installing CRM 1.2 and having some issues. I am installing over TS but same issue from the console I am installing with windows server 2003 I am installing with SQL 2000 sp3a (new install) SQL and SQL are on the same box OK as I install I put the key in no problem I put the sql server in , and create new database no problem Pick my domain and orginizational name no problem Pick defrault web site and installation directory No problem I choose a domain user account, that is a domain admin and every other type of admin looks like no problem I click install Looks good Then BAMB I get this error: Setup was unable to install Microsoft CRM Server Setup was unable to add the account to SQLAccessGroup in Avtive Directory. A constraint violation occurred. (8007202F) When i look at the DC I see the Orginization name in AD. When I look inside the Orginization i see SQLAccessGroup type: Security Group Granted im a cisco engineer not a MS wiz but i dont understand why this is happening. Please any help would be great. Thanks Adam Belesimo viso2@yahoo.com Tag: Promote email to CRM activities Tag: 27508
  - 8
    - Before they are a Lead, what are they? How can Marketing List data be tracked within CRM 1.2? Let's say I have a list of "candidates." Until Sales contacts them, we don't view them as Leads. They are Names at this point. How should we enter this data and then be able to promote to Lead status? Using the Contact record seems to be asking for headache down the road. Tag: Promote email to CRM activities Tag: 27507
  - 9
    - Lead's Activities Regarding field Why (oh why) is a Lead Activity's Regarding field populated with the Lead's first and last name, and an Opportunity Activity's Regarding field is populated with the Opp's Topic? It would be more functional (for several reasons) to have the Lead Activity's Regarding field pre-populated with the Lead's Topic. Is there a workaround? Some ISV utility or CRM coding change to allow for this functionality? Tag: Promote email to CRM activities Tag: 27504
  - 10
    - Sort order views Is it anyhow possible to change the standard field searchbox in views ? For standard search it's a bit annoying having to go in advanced search ! Jack Tag: Promote email to CRM activities Tag: 27499
  - 11
    - Critical - get CRM to use new Active Directory? Our Active Directory system died and we had to rebuild it from scratch. Now we're dealing with the security issues on our CRM system (I believe it's SPID mismatching). Is there a document somewhere that can tell me exactly how to restore the CRM to our new AD structure and remap the SPIDs? Any information would be greatly apprecaited. Tag: Promote email to CRM activities Tag: 27497
  - 12
    - CRM Questions I am looking for answers to two questions. Any answers or directions to potential answers would be appreciated! 1.) Where does Microsoft CRM store custom html docs/files I create. I am guessing in the SQL server but am not certain where. 2.) One admin changed the permissions on some IIS subdirectories and now the Small Business Server Monitor and Reporting doesn't send out email messages any more. Any thoughts on how to reset back to the basic permissions? Thanks in advance! Tag: Promote email to CRM activities Tag: 27496
  - 13
    - The merge process detected a mismatch .... I receive the following message when going offline: "The merge process detected a mismatch ..." I can't read the rest because it goes by too fast. I am finding that contacts and appointments created in MS CRM are not syncing to outlook. Can someone please help? Thanks. Tag: Promote email to CRM activities Tag: 27495
  - 14
    - IT Asset Tracking for MS-CRM? We have a client that needs help desk capabilities. He is considering MS-CRM but needs asset tracking capabilities for the 150 users over 8 locations for both hardware and software. I've checked industry solutions in MBS without success. Any ideas. Thanks Tag: Promote email to CRM activities Tag: 27493
  - 15
    - Quote Template I just reviewed the information from Matt on modifying the Quote.dot template and I am still unable to get it to work properly. This is my first attempt at trying this to so please be patient. I have copied the quote.dot, copied in our corporate styles and text, and used the Insert Merge Fields to insert some of the fields I need into the Quote Template such as Potential Customer, Quote ID, Revision number, Bill to Address lines, but I am unable to find how in insert the Contact Name and Title. I tried attaching to the database source, but not sure which of the 2 tables or fields contains what I want. Tried a couple but it gave me errors. The first time I tried I used a quote with only 1 product and it worked OK. I tried it again with a quote with 2 products and it did not work. I am struggling here. Can you please point me to some information on how to locate these fields, and to correctly setup the merging for multiple products on a quote. Thanks so much! Shauna Koppang Tag: Promote email to CRM activities Tag: 27492
  - 16
    - System Customization I would like to change the column width of the "Full Name" column of the contact customization. Does anyone know how to make this happen? CRM tells me I can not change the width of this column but it is way to big. Any Ideas? Tag: Promote email to CRM activities Tag: 27489
  - 17
    - Deployment Manager Snap-in Failed In MSCRM 1.2 we tried to create a new Business Unit with a new name. This caused users in our original BU to have problems, so we tried to delete the new BU after moving all users back to the initla BU. In the process, MSCRM failed and we get a snap-in failure message when we try to open the Deployment Manager. We have verified within Active Directory that all users have the propoer permission. Can we simply run a reinstall to fix the snap-in failure issue? Tag: Promote email to CRM activities Tag: 27481
  - 18
    - email We installed new mail server and we can not send any emails form CRM. We get error page. How do I tell CRM to use different mail server? Thanks Ivan Bondy Mammoth Micro Microsoft Certified Partner Tag: Promote email to CRM activities Tag: 27480
  - 19
    - Declare Quota for sales person How can i declare Quota in the system. I cant find this option under the setting Tag: Promote email to CRM activities Tag: 27479
  - 20
    - Data Syncroniztion error when going back online Hi, A user here receives the following error message when they try to go back online using the toolbar - "An error occurred during data syncronization. To retry, go offline and then back online again." Has anyone else come accross this? Also, while offline, any email he creates stays in his draft folder until he is back online again - is this correct? thanks for the help John Tag: Promote email to CRM activities Tag: 27478
  - 21
    - Good MRP for CRM? Were in the process of looking for an MRP that will work well with our CRM. From what I've read seems like only Great Plains, and supposedly Navision (when CRM 2.0 comes out) will be directly made to work with CRM. Were a small shop,......about 12 CRM users, and with a new MRP, that might add at most 10 users. I'm mostly concerned about how it will integrate with CRM as I simply don't have the resources to customize ALL the bridges that would be needed. Any ideas? Thoughts? Experiences? thanks, Gary Tag: Promote email to CRM activities Tag: 27475
  - 22
    - URGENT - Basic Licensing I need to instal a MS CRM Customer Service Proffesional and I need the Outlook integration (specifically the buttons to upgrade an email to an activity, create a CRM task/meeting/contact, I'm not interested in the sales folders). I'll have 10 users on this scenario What licenses should I buy and how many of that? Thanks in advance -- Charly Tag: Promote email to CRM activities Tag: 27474
  - 23
    - Installation Question Hello, 1. I am running CRM 1.2 on SBS. It has sharepoint on it and two nic's. I created a Web Site called CRMSite an assigned it to one of the nic's. It looks like the Default WEbSite is already using port 80, so I stopped it. I can get to the web site using Http://CRMSite. I only installed the first disk. It created a program group with a couple of tools and no doc's. I need the doc's, but when I try and run the Workflow manager it fails. What should I do next? Michael Tag: Promote email to CRM activities Tag: 27468
  - 24
    - Disappearing .SRF mapping One of our clients had a situation yesterday in which some of our customizations, which had been running fine, inexplicably stopped working. What we ultimately discovered was that the app mapping for the .srf extension in their MSCRMServices virtual directory had disappeared, breaking the CRM SOAP interfaces. Luckily, manually re-adding the mapping fixed things. We're still scratching our heads as to how this happened, though. Has anyone else experienced this, and do you know why? The couple of relevant KB articles (https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;878400 and https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-us;874413) describe how to restore the mapping, but don't discuss how it could have gone missing in the first place. Thanks, CR Tag: Promote email to CRM activities Tag: 27464
  - 25
    - Import via CDF I use CDF to import Data into CRM After the initialization i try to import Data from one Source into the Account AND the Account_ext table. Via DTS i can load data only in ONE destination. Over the Fire Triggers, there were empty Entries made in the Acount_ext table, but i want to import the Values of the Source! Can somebody help me? Tag: Promote email to CRM activities Tag: 27463
- Next
  - 1
    - solved the problem is solved!!!! it was only a wrong configuration of the internet explorer. thank you Tag: Promote email to CRM activities Tag: 27462
  - 2
    - How to dynamically load data in picklist? Hi, I have two quries. On a tab of my MSCRM application, i want to display a drop down which will display data depending on selection of another picklist. I want to display data from a table of database, in other words i want to read data of picklist at runtime from a CRM table. Kindly tell me what will i have to do, and how to incorporate these changes. Thanks in advance Tag: Promote email to CRM activities Tag: 27461
  - 3
    - Session Variables I have developed custom forms and I would like to use variables to pass XML to other custom forms. Can I safely use session variables to do this? I modified the web.config file to allow sessions: <pages buffer="true" enableSessionState="true" enableViewState="false" validateRequest="false"/> Are there other preferred ways to pass XML to/from forms? Thanks! Tag: Promote email to CRM activities Tag: 27458
  - 4
    - CRM Mobile on MDA Hello I've installed the CRMMobile(english) on my SBS2003 and my MDA II(Pocket PC 2003 german) The installation was sucessfull, but when i try to start the Application on my Pocket PC , an error occurs: Missing MethodException CRMAppShell::Main+0xaa Has anybody an idea? Thx Tag: Promote email to CRM activities Tag: 27457
  - 5
    - Licensing for WorkFlow Hi All, I have MSCRM Suite Professional license, but when executing any of the WorkFlow tools from the MSCRM folder an error message returns "You do not have sufficient MSCRM privileges to run Workflow xxxx." I'm performing this task at ther Server, logged on as the systems Admsinistrator account. Any ideas where I have gone wrong ??? Tag: Promote email to CRM activities Tag: 27456
  - 6
    - REAL CASHFLOW NOW Dear Friend, This is my second time on this program and I would like to thank the many people out there who, like me, put aside their skepticism and joined in. I can't describe the sheer joy in receiving those beautiful $1 notes and just as importantly the many good wishes and kind messages from people all over the world. This is a great program, is 100% legal, and is very simple. Just do it! Kindest Regards E. Driggers A little while back, I was browsing through newsgroups, just like you are now and came across an article similar to this that said you could make thousands dollars within weeks with only an initial investment of $6.00! So I thought, "Yeah, right, this must be a scam", but like most of us, I was curious, so I kept reading. Anyway, it said that you send $1.00 to each of the 6 names and address stated in the article. You then place your own name and address in the bottom of the list at #6, and post the article in at least 200 newsgroups. (There are thousands) No catch, that was it. So after thinking it over, and talking to few people first, I thought about trying it. I figured what have I got to lose except 6 stamps and $6.00, right? Like most of us I was a little skeptical and a little worried about the legal aspects of it, so I checked it out with the U.S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Then I invested the measly $6.00. Well GUESS WHAT? Within 7 days, I started getting money in the mail! I was shocked! I figured it would end soon, but the money just kept coming in. In my first week, I made about $30. By the end second week I had made a total over $425! In the third week I had over $1,500 and it's still growing. This is now my fourth week and I have made a total of just over $7,450 and it's still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on the lottery!! Let me tell you how this works and most importantly, why it works? Also, make sure you print a copy of this article NOW, so you can get the information off of it, as you need it. STEP 1: Get 6 separate pieces of paper and write the following on each piece of paper "PLEASE PUT ME ON YOUR MAILING LIST", your name and mailing address, and your e-mail address, so I can send you an e-mail with all the newsgroup and newsletter that I posted with your information included. Once I have your name and mailing address, I will post your information to all newsgroup and newsletter all over the world. You have to do your part too of course. You will need to post the information in this letter including your information to at least 200 or more newsgroup or newsletter all over the world. If you do everything correctly, you will be rich in no time. GUARANTEED!! Now get 6 US $1.00 bills and place ONE inside EACH of the 6 pieces of paper so the bill will not be seen through the envelope to prevent thievery. Next, place one paper in each stating the above phrase, your name and address, and a $1.00 bill. What you are doing is creating a service by this. THIS IS ABSOLUTELY LEGAL! Mail the 6 envelopes to the following addresses: 1. Ms. Slavina Petrova. ul. Zenit 5, et.2, 4006 Plovdiv, Bulgaria 2. Mr. Hristo Kolev, ul. Krayretchna 26, 4006 Plovdiv, Bulgaria 3. Nasya Kairollyne, Samling (Plywood) Baramas, Sdn. Bhd, CDT 47, Kuala Baram Industrial Estate,98009, Miri Sarawak, Malaysia. 4. Mr. R. Wright, 5-222 Bay Street South, Hamilton, Ontario, L8P4S4, Canada 5. R O'Hern PO Box 656 Avalon NSW 2107, Australia 6. Eric Driggers, 16220 N. 7th St., Phoenix, AZ 85022 STEP 2: Now take the #1 name off the list that you see above, move the other names up (6 becomes 5, 5 becomes 4, etc) and add YOUR name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to original as possible. Now, post your amended article to at least 200 newsgroups, message board. (I think there are close to 24,000 groups) All you need is 200, but remember, the more you post, the more money you make! DIRECTIONS HOW TO POST TO NEWSGROUPS, MESSAGE BOARD You do not need to re-type this entire letter to do your own posting. Simply put your cursor at the beginning of this letter and drag your cursor to the bottom of this document, and select 'copy' from the edit menu. This will copy the entire letter into the computer memory. Step 2) Open a blank 'notepad' file and place your cursor at the top of the blank page. From the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name to the list. Step 3) save your new notepad file as a .txt file. If you want to do your postings in different sittings, you'll always have this file to go back to. Step 4: Use Netscape or Internet explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) Just example you log on any search engine like Yahoo.com, google.com, altavista.com, excite.com then you search with this subject? Millionaire message board, money-making message board, employment message board, money-making discussions, money making forum, and business message board? Etc. You will find thousand & thousand message board. Click one by one then you will find the option post a new message. Step 5: Visit these messages boards and post this article as a new message by highlighting the text of this letter and selecting paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, click the post message button. You're done with your first one! Congratulations? THAT'S IT! All you have to do is jump to different newsgroups and post away, after you get the hang of it, and it will take about 30 seconds for each newsgroup! REMEMBER, THE MORE NEWSGROUPS OR MESSAGE BOARD YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 200. That's it! You will begin receiving money from around the world within days! You may can rent a P.O. Box due to the large amount of mail you will receive. If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT. ** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a very low example). So I made $5.00 with my name at #6 on the letter. Now, each of the 5 persons who just sent me $1.00 make the MINIMUM 200 postings, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 with my name at #3 and only receive 5 replies each, I will make an additional $625.00! OK, now here is the fun part, each of those 625 persons post a MINIMUM 200 letters with my name at #2 and they only receive 5 replies, that just made me $3,125.00!!! Those 3,125 persons will all deliver this message to 200 newsgroups with my name at #1 and if still 5 persons per 200 newsgroups react I will receive $15,625.00! With an original investment of only $6.00! AMAZING! When your name is no longer on the list, you just take latest posting in the newsgroups, and send out another $6.00 to names on the list, putting your name at number 6 again. And start posting again. The thing to remember is, do you realize that thousands of people all over the world are joining the Internet and reading these articles everyday, JUST LIKE YOU are now!! So can you afford $6?? See if it really works?? I think so. PLAY FAIRLY AND HONESTLY AND THIS WILL WORK FOR YOU TOO. BEST WISHES TO YOUR FINANCIAL FUTURE. P.S. If you have any questions regarding to this easy making money strategy, feel free e-mail me at huynhj80@hotmail.com. I will answer any questions you might have as soon as possible. If you are not serious about this Easy Making Money Strategy, please disregard this message. This Easy Making Money Strategy is primary for those who interested in changing their financial life style. Remember to INCLUDE your e-mail address in the envelope, so I can e-mail you a confirmation letter with all the newsletter and newsgroup that I posted with your information on it. This is very important!! I'm an honest businessman, and I do what I said. Tag: Promote email to CRM activities Tag: 27455
  - 7
    - Where has the CRM KB gone? I used to be able to select the CRM product for support in the MS KB but the choice has disappeared in the last two days or so. Where did the CRM KB go? Tag: Promote email to CRM activities Tag: 27453
  - 8
    - Does any one know which formats need to be corrected for work flo. I am getting quite frusterated. Trying to login to Work Flow Manager with no avail.... Tag: Promote email to CRM activities Tag: 27452
  - 9
    - CRM for Outlook Contacts Our sales team gets contacts from their clients via .vcf files, Plaxo, Spoke, etc. These all end up being standard Outlook Contacts. Converting them to CRM contacts is not easy. I have tried some utilities that change the message class, but it's hard ot explain that process to a sales professional. Is there a way to promote a contact to CRM??? V2 maybe? Tag: Promote email to CRM activities Tag: 27450
  - 10
    - Missing Toolbar in SFO Dear All, Want to seek a help for the following scenario: One of my SFO users, his SFO works fine normally. But after opened the MS Outlook for sometimes, the MSCRM top tool bar will be disappeared suddenly. The user need to restart MS Outlook, then the top tool bar will be shown again. This make him feels trouble, is there any solution to fix this? Thanks! Tag: Promote email to CRM activities Tag: 27443
  - 11
    - Time line of Email activities in CRM Hi I normally create CRM Email in SFO client. But I think the same trouble applies to creating email from IE client as well. When I look up Activities/ History tab, I could see the emails and their subjects but no time line, so I don't know which message is the one I'm looking for, especially the ones that have been forwarded or replied a few times. The info is not available after I open the messages either. And because there seems to be no records in Outlook/Sent Items folder either, it's very difficult to look for a particular message when communicating with customers. Thank you for your help, in advance. Tony Tag: Promote email to CRM activities Tag: 27430
  - 12
    - Activities without Email Router Can I manually promote an Email to an activity or create a CRM Contact / Appointment / Task from Outlook without install the CRM Email Router? Thanks in advance -- Carlos Tag: Promote email to CRM activities Tag: 27429
  - 13
    - Importing from Maximizer to MSCRM Has anyone experience importing data from Maximizer into MSCRM? If so, is it easier to use something like Scribe (you still have to import to a .csv file first), or stay with the Data migration Framework? Is this more complicated than importing from other databases? Many Thanks Cathy Allington Tag: Promote email to CRM activities Tag: 27428
  - 14
    - repeat question....still looking for an answer how are people handling the situation of no salesperson ID being transferred over from CRM to Great Plains on the customer card? Also how are people handling the situation of no tax schedule ID available in CRM? I'm told that my customer class ID in GP will have to be set up with a default tax id - THIS DOESN'T MAKE SENSE. Without a salesperson ID or a tax schedule ID it creates a lot more work for my accounting dept. they will have to go into every card in GP and add in the correct tax id and then they have to go to crm to find out who owns the account, go back to GP and add in the salesperson ID. There has got to be people using crm and gp and have encountered this problem. PLEASE HELP...how are you getting around this? Thanks, Jen Tag: Promote email to CRM activities Tag: 27426
  - 15
    - Refresh Form after custom action I set a value of an account through custom application, how can I refresh the account window from which I clicked the toolbarbutton I've heard of a sort of callback ? window.opener? CRM itself manages, that you can open a record only once. how? TIA Stefan Tag: Promote email to CRM activities Tag: 27414
  - 16
    - CRM Mobile on SBS2003 Hi group, I just finished an installation of CRM Mobile on SBS2003 Standard. The test PDA is a Dell Axim X30 with 64MB RAM and 64MB ROM. The SBS server has 1GB memory. Here are the important decisions: 1.. Used the self-signed certificate that was generated by SBS during internet setup (CEICW). The certificate refers to the external fully qualified name of the firewall. 2.. Added an IP address to my internal NIC and added an A record. I previously used host header in IIS with CNAME in DNS. 3.. Revised IIS for the CRM 1.2 site to remove host header, point to the new IP and add custom SSL port. 4.. Used a custom port for SSL. SBS uses 443 and 444. 5.. Opened the custom port on the external firewall and RRAS. 6.. Installed CRM Mobile. 7.. Ran the static IP address configuration tool. Prior to running it the CRM integration service threw hundreds of 7031 system error messages as it stopped and restarted. It couldn't find CRM. 8.. During creation of the client deployment package changed all URLs for CRM mobile to reference the firewall fully qualified name and custom port in the form server.domain.com:nnn. The URL being replaced was the fully qualified intranet name of the server in the form server.domain.local. 9.. Also placed the CE 2.0 database and error log on the Storage Card as noted in the Implementation Guide. I have tested CRM Mobile locally and it works without prompting for any passwords. I also tested it externally. There is a prompt for password (but not user id) at the beginning of the sync. I also tested Exchange Outlook Mobile Access (OMA) to insure port 443 was still working. The two new services on the server (integration and device registration) require about 60MB total. The PDA used up most of the program memory during the install and initial sync. I also experienced an unexpected reboot of the PDA when I accessd the Dell WLAN utility, but it functioned well after that. Bottom line: CRM Mobile works quite well on my small CRM database. It's very solid for a 1.0 release. I highly recommend you view the two recorded webcasts on the partner website. They are from early August, 2004. The titles are CRM Mobile 101 and 102. Edwin Garst www.epconsystems.com Tag: Promote email to CRM activities Tag: 27413
  - 17
    - Importing Accounts intto MSCRM I'm trying to import Accounts into MSCRM 1.2 with the DTS. But unfortunatly without succes. I think I make a simple error when I import the excel file into the CDF. It's also possible that my excel file is not correct. I studied the documentation several time from the beginning to the end, without success. It would be perfect when somebody could send me an example of an import file which was a success (account, contact what ever....). With this, I could verify if my installation is fine and the import process works. Or if somebody has another idee, your welcome. Regards Pauler Tag: Promote email to CRM activities Tag: 27403
  - 18
    - restore contact form I've customized the default contact form, before I realized the changes I wanted to make would be easier done in the deployment manager. Now I want to start over and do it better. How do I put the contact form back to default and undo all the changes to the fields I've made? Just to make sure this is what I should do, here is a quick description of the changes I'm trying to make: Adding SSN field by changing the properties on the employeeid field. Adding on office location field by changing properties on address2_freighttermscode field. Etc, Etc, etc... I just found out that I could made schema changes in the deployment manager, so I think it would be better to do it that way. The form has not been published yet, which is why I found out that I couldn't see it when trying to use it at my desktop. THanks! Tag: Promote email to CRM activities Tag: 27401
  - 19
    - Scheduling CRM report Has anyone here managed to use Crystal Enterprise to scheduel CRM reports? Regards Julian Tag: Promote email to CRM activities Tag: 27399
  - 20
    - Pipeline chart error or ? We have a customer who wants to use the report Oppertunity Pipeline chart report per sales rep. When I choose this the chart doesn't appear right, there is a white block in the chart. I've tried it in both a Danish and English version and get the same result. Does anyone know how to fix this ? Jack Tag: Promote email to CRM activities Tag: 27396
  - 21
    - Upgrade users i wish to upgrade the CRM to 25 users. i had received the upgrade CD, but i dont know how to start, what to do...any advice? thanks a lot... Tag: Promote email to CRM activities Tag: 27395
  - 22
    - CRM Sales For Outlook Client installation error Hi, While installing CRM Sales for outlook client, system does not give any error and after the installation a message appears saying that installation completed succesfully. But after restarting my computer when I open Outlook 2003 I get an error message saying "an error occured while installing microsoft crm folders". Dou you have any idea about the cause of this problem Tag: Promote email to CRM activities Tag: 27391
  - 23
    - How can we implement Real State management in MSCRM ? I want to build Real State management in MSCRM. Can anybody help me out about from where to start on it or from where can i get any information on it? Tag: Promote email to CRM activities Tag: 27385
  - 24
    - problems with publising customization hi, can someone help me with this? if i only have one server, is necesary to publish the customization? when i try to publish i have this problem when start download xsl templates: "publish completed with errors. please see event log for details. error, failed to download XSL template files from web server" thanks Tag: Promote email to CRM activities Tag: 27384
  - 25
    - Crystal Reports does not work Hi, I will appreciate if someone can give me a hint, why sudenly I can not see any of the reports. I get the error: Information is needed before this report can be processed. TIA Marcus Tag: Promote email to CRM activities Tag: 27383

I found that once clicked "Promote email to CRM activities" from SFO,
the email is locked to CRM, even no any input "Regarding" and click
File-> Close accidently. How come?

any solution to un-promote it?

Thanks

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