Syncronising contacts by relationship type

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- Previous
  - 1
    - after 4.0 upgrade emails are no longer being associated with cases We have a workflow rule that automatically fires whenever a new case is created to send an email with the case number, owner, etc. to the customer. When we were running MSCRM 3.0, the automated email would be automatically associated with the case. That is, the Emails regarding field would automatically be filled in with the associated case. After a recent upgrade to 4.0, the workflow rules still fire and emails still get automatically created when a case is created, but the regarding field is blank. Our support reps now have to go into the Contact record, find the automated email, and manually update so that the regarding field is the associated case. Obviously, I am catching a lot of grief, both from the reps for the extra labor involved and from management because of the process being so error prone. I'd rather not have to write code to fix this. I'm hoping that 1) there is some configuration step that I can take to get the 3.0 behaviour or 2) MS admits it is a bug and releases a fix. Any and all help is appreciated. BTW, I've tried CRM Queue Manager by manso, and it works really well, but I'd rather manage the automated email response in CRM if I can. Tag: Syncronising contacts by relationship type Tag: 99900
  - 2
    - Paste data into Knowledge Base in 4.0 We have a client that actively uses the knowledge base. To create new articles in 3.0 they frequently used the copy and paste function to get the data into the template. In 4.0 this causes CRM to lock up, run slow, take forever to save, take forever to open (if it ever does save) and generally behave in an unacceptable manner. The only way we have gotten this to work at all is with a plain text document. Any formatting in Word or Excel, and it does not function. Has anyone else seen this? Any thoughts on how we can address to make functional? Bill Tag: Syncronising contacts by relationship type Tag: 99899
  - 3
    - can't select field in view to move or set properties Ever had this problem? Got to be the strangest thing. Well, I found the answer and have to give credit to Mitch Milan's blog and apparaently Nithya Balasubramanian for finding the problem. The problem is when customizing a view you can't select a field to move it to the right or left or edit the width. Here is the answer: http://blogs.infinite-x.net/2007/11/10/solution-to-unable-to-edit-view-columns/ In case this link doesn't work the answer is simply and quite strangely adding about:blank to your trusted sites or to the local intranet site depending on what zone your crm site is in. -- Thanks, Brian Tag: Syncronising contacts by relationship type Tag: 99894
  - 4
    - Reports problem 401 Unauthorized error Hi all My reports used to work on a 3 server installation until recently. The only thing that has happened (as far as I know) is a powercut at our offices when the servers shut down rather unceremoniously. I suspect this may be a red herring though. I have a test CRM server that I just installed and it too gets an error accessing the reports (and cannot access the systems settings either (same as production server)). I have set up the new test CRM web server to have full delegation for any service (this was previously in place for the production server and the reporting server), but I am still unable to get anywhere. the URL is the registry is correct and pointing to the correct reporting server. I have fixed this once before, but cannot remember how. Can anyone help please? Thanks Saira Tag: Syncronising contacts by relationship type Tag: 99893
  - 5
    - CRM 4 - Workflow - Update Record - Bit Field Hi, In 4.0 I am doing a workflow that changes a bit field to Yes. (checking on a checkbox.) The problem is that not touching the other checkboxes on the form causes the workflow engine sets them to No, rather than leaving them unchanged, which is what I want. Anyone know how to deal with this? Thanks! Tag: Syncronising contacts by relationship type Tag: 99890
  - 6
    - Error Data Migration Hello, When I use Data Migration Manager to CRM version 4.0 the program make all syncronismous between databases validate user but at a momet return a error message. This message say Error restart data migration manager. I look the log file and the error is after the statement Insert into LocalizeLabel and the error message is 'LocalizedLabel with unique index 'ndx_LocalizedLabel_ForSingleSelect'. I instaled the pack language for portuguese brazil (1046), my software load the portuguese langauge normaly. Any idea that is? Sorry for my English and thanks for your help Tag: Syncronising contacts by relationship type Tag: 99889
  - 7
    - IIS and Customer Connector A quick question Is it possible to reinstall the IIS without affected the functionality of the Customer Connector? Thanks Lau Tag: Syncronising contacts by relationship type Tag: 99885
  - 8
    - Determining the user's role in the Onload Event (CRM3.0) Hi all, Any ideas on this? thanks a lot!! Tag: Syncronising contacts by relationship type Tag: 99884
  - 9
    - Send Email CRM 3.0 Hello, I have created a new entity and linked it to Case. This new entity has a frame inside which display a report when the form is loading. I would like to extend this functionality in order to send the new report created by email to a client. Can anyone tell me where I can find the report (maybe in temporary files) and how do I create a new email using javascript, attach the report, pass the recipient name and send it? Is there a documentation or does anyone has one to show how this can be done? Many Thanks, Marius Z Tag: Syncronising contacts by relationship type Tag: 99881
  - 10
    - Limiting Security Role Assignment My question regards the ability of an administrator to assign the System Administrator security role to any user. We want to give select users the ability to manage the business users for our CRM instance. This includes creating user records, and assigning various security roles to them. However, we don't want the person with this role to have the ability to customise CRM forms and suchlike. It seems though that we cannot prevent anyone with the the Assign Role privilege from being able to assign any role (including System Administrator) to anyone they wish, including themselves. Is there any way to reduce the risk of this, by restricting the ability of a business administrator to only assign roles of equal or lesser power than they already have? Tag: Syncronising contacts by relationship type Tag: 99876
  - 11
    - CRM4.0 after upgrading from CRM3.0 to CRM4.0, I have see the below error (web client IE). "An error has occured. Try this action again. If........" And actually the action completed successfully. The strange thing is it only happens on my PC. Any ideas ? -- Thsnks! -crmdev003 Tag: Syncronising contacts by relationship type Tag: 99874
  - 12
    - javascript hi i have sub entity i.e., related entity called loan Details in case.In case form i have an iframe i want to show the loan details scrren in the iframe is it possible..how to write the code for it Tag: Syncronising contacts by relationship type Tag: 99873
  - 13
    - crm 3 outlook forward as attachment rule removing attachment in original message. CRM 3 Exchange 2003 Has anybody else come across this problem please? I have just found a strange thing. This organisation receives many 'Safety' related emails each day from a large Mining Client. The emails are sent from the Mining Client to us by 'forwarding as an attachment' so the actual email we receive is an attached .msg file. Problem definition Emails are 'forwarded as an attachment' from outside this organisation to a crm user: The attachment on the received email is truncated to between 60 bytes and 200 bytes and is of course unreadable. There is an email in sent items caused by the crm 'forward as attachment' rule; the attachment on this email can be read correctly here. If an email is forwarded as an attachment from within the organisation to a crm user then the attachment is ok. (looking into this to see if the crm rule is applied in this case) The problem is reproducible. Solution Removing the crm forward rule solves the problem. Notes. As far as I can tell, this is not a CRM problem but an outlook problem. The problem doesn't occur when a crm user manually forwards a message as an attachment, only when a message that is forwarded as an attachment from outside the organisation to the crm user has a local outlook forward as an attachment rule applied. I am doing further testing but removing the rule definitely solves the problem. Any comments would be appreciated. regards, Daniel Beale. Tag: Syncronising contacts by relationship type Tag: 99870
  - 14
    - CRM 4.0 Email Router: "Incoming Status: Failure" when setting exch Hi, When I set my email router using exchange server as inbound, I got a error message Incoming Status: Failure - The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel. The remote certificate is invalid according to the validation procedure. The SSL certificate installed on the server and web test no error. Anyone knows how to fix the problem? Tag: Syncronising contacts by relationship type Tag: 99867
  - 15
    - How to send email in CRM 4.0 Hello, I just set up CRM 4.0 on a test box. I am trying to figure out how to send an email. I was told that Exchange is no longer needed to handle email so i dont have it installed. I would like to set it up to send from another pop3/smtp server. please advise. Thanks, James Tag: Syncronising contacts by relationship type Tag: 99865
  - 16
    - Email Messages sent by CRM 4.0 Router missing name from email addr We are using the CRM 4.0 email router for automatically sending emails using the SDK, however when the message is received it only contains the email address, not the full name of the user from CRM who sent the email. For example, instead of an email with an address of "Joe Blow"<jb@mailinator.com> it only has jb@mailinator.com Is there any way of making the router include the name? This worked under 3.0 Thanks Tag: Syncronising contacts by relationship type Tag: 99860
  - 17
    - Please help install SQL SRS CRM 4.0 on SBS 2003R2 Please help, how do I install and configure SQL 2005 WGE especially SRS on SBS 2003R2 for CRM 4.0 WGE? I'm just not finding any detailed information on SQL install/configuration. Please point me to any resources. thanks! Tag: Syncronising contacts by relationship type Tag: 99858
  - 18
    - Can Lookup Attributes be Updated using CRM 4.0 Data Import? I wrote some code that uses the CRM 4.0 Data Import functionality to process files that create and update data for custom entities I have created. It was confusing to figure out because of the sparse documentation but it seemed to be working nicely until I noticed that when ImportModeCode is Update the entity attributes that are Lookups don't seem to be getting updated. For example, I created a custom entity named new_lease that has a new_territoryid lookup attribute that looks up it's data from the territory entity. The code populates the new_territoryid value when importing leases and ImportModeCode is CREATED; however, it does not change the territory when importing leases when ImportModeCode is UPDATE. It's not just territory-related lookups that are failing - others such as those to Contacts and Accounts don't work either. No error is thrown and the rows show as "Leases Updated" under the System Job. Other non-lookup-type columns on the entities are being updated with values in the files. Is there some reason that Lookup Attributes cannot be UPDATED using Data Import functionality as is documented in the SDK? Any advice is greatly appreciated.... Thanks, Todd Langdon Tag: Syncronising contacts by relationship type Tag: 99857
  - 19
    - Problem Setup CRM 4.0 Hi, I try to install the 90day trial of MS CRM 4.0 dutch, but i get installation error Setup: 1 SBS server 2003 (Dutch) 1 VMware server with different Windows2003 servers (Uk) --> on this server i have 1 W2003 server (dedicated) in use voor the SQL 2005 with 2 instances in it. 1 for CRM and 1 for an other application. Also on this server i use the reportingserver, a second W2003 server is used to install the CRM application After the systemcheckup the installation starts well but stops with the error : Translation because it's a dutch version : Action Microsoft.Crm.Setup.Server.UseAnonymousAuthenticationForImageAction is failed The system cannot find the paht specified. (Exception from HRESULT: 0x80070003) During setup i went for the default settings only i changed language for sql (belgium) create new site on port 5555, and use reporting on the sql server I checked for this erro but couldn't find anything related to crm setup. Can you please advise. Regards Tag: Syncronising contacts by relationship type Tag: 99856
  - 20
    - CRM 3.0: Outlook Contact Synch Problem When our users synch their CRM contacts with Outlook, it transfers all of their birthdays to their calendar. Since they have so many, this is a problem, especially for PDA users. Any way to turn just this feature off without shutting off the entire contact synch? Tag: Syncronising contacts by relationship type Tag: 99849
  - 21
    - oppertunity owner changes when account owner changes Hello, I have a problem with one of the relations in CRM I found out that when you change the owner of an account, all the oppertunity's that are beneath it also change from owner. Is there a way to keep the owner of the oppertunity? Maybe with an extra field or somehing? thanx Tag: Syncronising contacts by relationship type Tag: 99839
  - 22
    - Custom entity mail merge including tasks Hello all, I have a custom entity which I have modified so that i can mail merge from it which is great, unfortuantley one part of the mail merge is that I want to show the history eg tasks completed... Is there a way of accessing tasks within an enitity to display in a mail merge? Regards Ian Tag: Syncronising contacts by relationship type Tag: 99834
  - 23
    - consolidating e-mail threads When you are automatically tracking CRM mail (either via the Mail Router or via Outlook), and when you have a lengthy back-and-forth exchange with a customer, the CRM tracks each of these emails as a separate activity in CRM. Has anyone run across a solution (ISV or otherwise) that will consolidate those activities into one activity? It would seem possible, especially if using the tracking tokens. Thanks Dave Ireland Tag: Syncronising contacts by relationship type Tag: 99833
  - 24
    - How to export Notes to Excel Hi all, I would like to export notes contacts with their associated notes. How do i do this in crm 4.0 as i dont see the notes column to add on my view? Thanks -- phumulaniluyandacollinlembede Tag: Syncronising contacts by relationship type Tag: 99830
  - 25
    - Need to move activities from one account to another CRM 3.0 Two companies have merged and we need to move all the contacts and activities from the one account to another existing account. Tasks and emails are created at the account level. I got the contact converted but cannot get the activity history converted. Any help would be appreciated. Tag: Syncronising contacts by relationship type Tag: 99812
- Next
  - 1
    - Records not being delete in CRM 4.0 We have records in several entities with DeletionStateCode = 2, but none of these records are actually being deleted. SQL Server agent reports that MSCRM_CONFIG.SiteWideCleanup (p_CleanupSiteWideNotifications ) and MSCRM_CONFIG.HardDelete (p_HardDelete) are running regularly without error. Does anyone have any idea how to start troubleshooting? Tag: Syncronising contacts by relationship type Tag: 99808
  - 2
    - History view under Account For email messages that are tracked in CRM from Outlook the description is showing HTML tags and all of the DOCTYPE info instead of the actual content. Is there anyway that we can get this to only display the actual text instead of HTML? Beyond changing the outgoing email type to text. Tag: Syncronising contacts by relationship type Tag: 99807
  - 3
    - CRM 4.0 Mail Merge Template - do not see Addin menu I created a new Word Mail Merge template in CRM 4.0. After saving the new template record, I used Create Template in Word to create a template and saved it as .xml on my desktop. I then attached this xml file to the template record. However, when I go to use it from Accounts view, I do not see the Addin menu in Word 2007. Thanks in advance. Tag: Syncronising contacts by relationship type Tag: 99804
  - 4
    - Tasks assigned to other user still appear under my activities I have several hundreds of calls to make as a result of a campaign activity, I would like to make a selection of these calls and assign them to another user, when I do so, these calls still appear on my list. Is there a way that I can have these calls disappear from my activities list? THank you Tag: Syncronising contacts by relationship type Tag: 99800
  - 5
    - 16934 from MSCRMdeletionservice Hello all, After several years of a rock solid crm installation we have recently begun to see this error 16934 from MSCRMdeletionservice Error: Deletion Service failed to retrieve tables for deletion. in the sql logs i then get the error "login failure for crmadmin" which is the account the deletion service runs under. I've noticed that the failure occurs for whomever happens to be logged in (generally its crmadmin) Ive triple checked the permission levels and all looks well. Nothing in the installation has changed since the error started occuring. Ive been struggling with this for a few weeks and am totally out of ideas... Can anyone suggest anything? Andy Tag: Syncronising contacts by relationship type Tag: 99796
  - 6
    - Follow up Phone Call Hi All, In CRM 3.0, I would like to have Recipient field carry over from Potential Customer field on Opportunity General tab once I create Follow Up Phone Call. Anyone has any ideas to do that even in explaination of technique or in coding? Thanks, -Toi Tag: Syncronising contacts by relationship type Tag: 99795
  - 7
    - Helppppp UNABLE TO RELAY from CRM to exchange !!!!!!!!!!!!!!!!!!!!! Hi All I have one problem as follows: I have CRM 4.0 with email router and Exchange 2003 on my network, I gave access to my exchange Relay from my CRM. All emails whit my domain @asasasa.com works fine, but when I send mail to outside email addresses like @hotmail.com it fails From CRM I typed Telnet port 25 hello mail from:dasdasd@asasasas.com rcpt to:test@hotmail.com Unable to relay Does anybody can help me ???? I will appreciate it. thanks Tag: Syncronising contacts by relationship type Tag: 99791
  - 8
    - CRM 3.0: Report icon disappeared Hi all, I am facing a major problem: The reports' icon for most of my users disappeared! A couple other people and myself are Admins and we can still access reports OK. The other users cannot see the report icon from the Accounts form, for example. When they access Reports under My Work, they get a blank form instead of the list of all reports. The only things I remember changing since it was last working are: - Rearranging most users in business units and changing which BU was parented by which. - I published the reports using VS2003 so now they are visible from http://crm-server/reports/ I don't know whether this affected the reports icon! Shouldn't it be visible regardless of security rights? Does BU assignment affect report visibility? Thank you, Mohamed Tag: Syncronising contacts by relationship type Tag: 99790
  - 9
    - import new tasks from CSV? Is it possible to import new tasks from a CSV? I have worked out how to modify tasks in a csv and import them in to modify the exisiting tasks,.... but is it possible to import brand new tasks? Regards Ian Tag: Syncronising contacts by relationship type Tag: 99779
  - 10
    - CRM 4.0 Oulook Client on citrix servers w/roaming profiles We successfully rolled out CRM 3.0 in this environment with a few registry changes for non-crm users in our org. We are now trying the same thing with 4.0 and I'm having no luck. The client installs just fine. In our dev envronment, the domain admin who installs it works great but any other user that logs in and sucessfully runs the configuration wizard, then opens Outlook receives an error stating "An error occured loading Micorsoft Dynamics CRM functionality. Try restarting Outlook. Contact your admin if error persists" If I click OK Outlook runs but without CRM. I restart Outlook and get the error it faild to start last time should I start in safe mode message. With 3.0 the instruction were sketchy, but with 4.0 they are nonexistant so I seem to be flying solo. Any assistance would be greatly appreciated. Thanks for your support. Tag: Syncronising contacts by relationship type Tag: 99778
  - 11
    - Mail merge does not work with the old records from CRM 3.0 I am stucked with one of the upgrade from CRM 3.0 to CRM 4.0. When i create a new accounts , mail merge works fine but when i use existing accounts from CRM 3.0 , then mail merge doesnt not work and come with the error "Record 1 contained too many data fields .....". Source does not even contain data with the old records . anyone have seen this behaviour ? Thanks /Aamir Tag: Syncronising contacts by relationship type Tag: 99774
  - 12
    - CRM4 calendar not working offline For a new CRM4 deployment we have enabled the internal CRM calendar for use within the Outlook client and Offline client instead of the usual Outlook calendar (it was enabled by editing the nav_calendar SubArea of the Sitemap to have Client="All" and AvailableOffline="true"). In the Outlook client and when online with the Offline client this works like a charm but when the client is offline the calendar comes up with a CRMException: "An unexpected error occured". Now I am wondering if perhaps internal calendar is perhaps not supported offline? -- Soeren Busch-Knudsen, Software Architect CDM A/S email: sbk@cdm.dk Tag: Syncronising contacts by relationship type Tag: 99773
  - 13
    - Convert LEad only when a task is completed Hi there, I would like to know if its possible to set a condition for a user to only convert the lead when the task associated with the lead is completed.At the moment the Lead can be converted regardless if the task is open /closed. Any ideas would be appreciated. Tx Thandiwe Tag: Syncronising contacts by relationship type Tag: 99772
  - 14
    - Madatory Field Dear All, Is it possibel to make a field mandatory for a user? If through javascript is there a generic format available Tag: Syncronising contacts by relationship type Tag: 99769
  - 15
    - Quote attributes cannot be erased Hi. I try to erase the "shipto" attirbutes. The CRM pops up an error message that the attirbute is required ---altough I pickedlisted it to be not required.---- Any other attempt to change anything is blocked by system. How do I remove these unrelevant fields (and stay with this system entity)??? Thanks Tag: Syncronising contacts by relationship type Tag: 99767
  - 16
    - mapping prime contact Hi. I have in the 'Contact' an attribute level {Prime, Secondary} for the contact person. I need to display the primary contact person in the lookup field on the Account entity, so the user does not have to dive into the TreeView to open the 'Contacts' in order to see the one who has the level=Prime attribute. How do I do that (the lookup in the Account entity is merely a caption and a 1:N relationship to the whole contact entity). Thanks Tag: Syncronising contacts by relationship type Tag: 99766
  - 17
    - Sending mails from a Quick Campaign Hello! After IÂ´ve created a Quick campaign with e-mail as an activitytype I would like to send the mail as easy as possible. The problem is that after the mail is created it appears under activity under the account. Then I have to manually go to the mail (under activity) and send it from there. That is ok if I have about five mails to send. But how will I do if I have 100 mails to send that IÂ´ve created from the quick campaign...? Tag: Syncronising contacts by relationship type Tag: 99765
  - 18
    - CRM 3.0 - Outlook online client slow at startup Hey, When opening Account or any other entity for the first time from the Outlook online client takes a while, sometimes more than a minute. After the records loaded the response of CRM is normal. Does anyone has an idea how to solve this? Thx. Tag: Syncronising contacts by relationship type Tag: 99763
  - 19
    - CRM-License Problem Dear all, I have 11 users in Microsoft CRM and I have tried to create more users. After I create a user, this user become disabled. So, I select on that user - More Actions - Enable, then I have got the error message as below: There are not enough licenses available for the number of users being enabled. The number of licenses available for users must be increased, or the number of users being enabled must be reduced. Anyone, could you please help me with this problem? I look forward to hearing from you. Thanks in advance. Yours sincerely, Susan Tag: Syncronising contacts by relationship type Tag: 99756
  - 20
    - CRM 3.0 - 4.0 and SQL 2000 - SQL 2005 Hi We have an environment where we are running CRM 3.0 on SQL 2000 on the SBS version(on the same machine). We want to upgrade to CRM 4.0 but on a new machine. Can someone please advise me the series of steps that i need to follow. I am not sure where to start. My guess is that I need to migrate the database from SQL 2000 - SQL 2005 first and then install CRM but how do i migrate from SQL 2000 to SQl 2005. I would really appreciate some expert suggestions here. Kind Regards Snow White Tag: Syncronising contacts by relationship type Tag: 99755
  - 21
    - Can I select Picklist Value in View to sort by name instead of val I have a picklist new_Company in a Custom Entity. When we select the Company in the Header of the View, the sort is by int Value, not by the Label (Company Name). Is this a problem because with the Custom Entity? I noticed the Case Type in Cases sorts Alphabetically, not by the Value. Any workarounds? Thank you! Tag: Syncronising contacts by relationship type Tag: 99751
  - 22
    - 4.0 Internet Facing Deployment Signin.aspx page targets wrong url (no I've set up an IFD and everything is working fine, except that "targeturl" parameter is missing the port number for the CRM website. When you open the CRM server external url in IE (https:// <organizationname>.<subdomain>.<domain>.com:5555/), you're redirected to this url: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%2fdefault.aspx However, the correct url should be: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%3a5555%2fdefault.aspx Notice that the correct url has "%3a5555" which is the port number. So after the user logs in, they are directed to https://<organizationname>.<subdomain>.<domain>.com:443 and not https://<organizationname>.<subdomain>.<domain>.com:5555 like they should be, and they get a 404, since the CRM server does not expose port 443 (another server routes all 5555 traffic to port 443 of the CRM server.) HOWEVER: if instead of using the url: "https:// <organizationname>.<subdomain>.<domain>.com:5555/" the user instead uses "https://<organizationname>.<subdomain>.<domain>.com:5555/ signin.aspx" then the user does not get the "?targeturl" appended to the address, port 5555 sticks to the url, and everything works fine. Anyone know how to fix this? How does the "targeturl" parameter get set? I'd like to avoid putting a forwarding page on port 443 of the exposed server to the appropriate signin page. Thanks, Phil Tag: Syncronising contacts by relationship type Tag: 99747
  - 23
    - Outlook client Visual C++ Runtime Error Hello all: I installed MSCRM v4 today and then ran the v4 upgrade on the client machine (only 1 user). All seemed well but now the user is getting an error, she gets a message box that says: Microsoft Visual C++ RunTime Library Runtime Error! Program C:\Progra~!\Micros~1\Office11\Outlook.exe Abnormal program termination Has anyone seen this before and know how to fix it? Thanks! John Tag: Syncronising contacts by relationship type Tag: 99737
  - 24
    - Hide Navigation bar entry when an associated record does not exist I have the following code to hide a navigation bar entry. document.getElementById("navSubConts").style.display = "none"; This code works very well. But want I need to do is hide a navigation bar entry only if there are not records assoicated with the record I am in. For instance, if I am in an account and there are not opportunities for that account, I don' t want to see the opportunities entry in the navigation bar. Is this possible? Thanks Tag: Syncronising contacts by relationship type Tag: 99725
  - 25
    - M:M Relationships (self joins), and the names on the form Hi all, I want to create a M:M relationship between Contacts. We will be storing Patients and Doctors as Contacts, and want to create a M:M self-join between them, as a Patient can be seen by many Doctors, and Doctors can see many patients. I created the M:M, and gave it what I thought would be good names, but they show up on the Contacts Detail as both with the name "Contacts"... Is there any way to fix this, or do I have to make one of these two a custom entity? Thanks a lot, Dave Tag: Syncronising contacts by relationship type Tag: 99724

Hi all.

I am using CRM 4 with the outlook client. My contacts syncronise perfectly
however I also want to see all the contacts for our partners (which are
created by another user). I tried to setup the data group options in the
CRM add-in in outlook but the contact will not replicate. Please could
someone advise how I setup this data group. Basically I need all accounts
and contacts that are marked as the relationship type "partner"
Thanks
Paul

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