Experts Exchange Search Results

Is there such a thing as a 1:1 relationship in Dynamics CRM 4? Here's what I'm trying to do, using a workflow if at all possible: I have a series of records I'm trying to copy, these each have ch...

http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_24316329.html

Zones: Microsoft DynamicsDate Answered: 04/18/2009 Rating: 8.2 Views: 0

CRM 4 install: the folder path program files contains an...

Tags: Dynamics CRM

Hi I'm upgrading CRM 3.0 SBE to CRM 4.0 Workgroup Edition. Once the prerequisites are satisfied and the installation starts I get the error message " the folder path 'program files' contains an ...

http://www.experts-exchange.com/Database/Software/CRM/Q_24814115.html

Zones: CRM, Microsoft DynamicsDate Answered: 10/16/2009 Rating: 7.6 Views: 4

How do I change Base Currency in CRM 4.0 after installation

Tags: CRM 4.0, Dynamics CRM

Reseller installed CRM4.0 with base currency as USD. Being in Canada we need this changed. Is there a solution other than re-install?

http://www.experts-exchange.com/Microsoft/Development/Q_24067794.html

Zones: MS Dev, Server Apps, MS ...Date Answered: 01/20/2009 Rating: 7.6 Views: 0

Accessing Microsoft CRM 4.0 web site from internet

Tags: Microsoft CRM, Dynamics, CRM

Hi, I was wondering if I could get some CRM help. I am new to microsoft CRM and this is my very first install. My Situation is this I have done a fresh install of sbs2008 in a virtual machine...

http://www.experts-exchange.com/Microsoft/Applications/Q_24313136.html

Zones: MS Software, Micr...Date Answered: 04/23/2009 Rating: 7.8 Views: 0

Dymanics CRM 4.0 Changing Report Dimensions Adds a Blank...

Tags: Dynamics CRM, CRM Reporting

Hello Experts. Im having a problem with CRM 4.0 custom reports as i have changed the Dimensions of my report to 8.27x11.69 (portrait) from 11.69x.8.27 (landscape) and in doing this i seem to hav...

http://www.experts-exchange.com/Database/Software/CRM/Q_24476134.html

Zones: CRM, Microsoft Dynamics, MS SQL Repor...Date Answered: 06/10/2009 Rating: 6.7 Views: 0

connecting 2 different companies together?

Tags: Dynamics CRM, Microsoft CRM

Hi, I have the following situation that I need some help with. My company host a CRM system, the front end is on our web server and back end (SQL DB) is located on it's own crm server, external u...

http://www.experts-exchange.com/Networking/Misc/Q_24442078.html

Zones: Networking, VPN, Network Design &...Date Answered: 06/10/2009 Rating: 9.0 Views: 0

Import Data into MS CRM to Create Linked Entities

Tags: MS Dynamics CRM, MS CRM, CRM

I have for years been managing my customers with an MS Access database; I now want to migrate this to CRM. I have been spending some time looking into how I can import my data into CRM and still ke...

http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_24693243.html

Zones: Microsoft Dynamics, MS Dyna...Date Answered: 09/23/2009 Rating: 8.6 Views: 5

Customize Dynamics CRM 4.0 Member Type

Tags: Dynamics CRM, Dynamics CRM 4.0, Customize

In Dynamics CRM 4.0 there are three types of members: Account, Contact, and Lead. Somehow, somewhere, this was changed in our system to say "CGS Partner Lead." This was only supposed to be a le...

http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_24614304.html

Zones: Microsoft DynamicsDate Answered: 08/10/2009 Rating: 8.2 Views: 57

Data not transfering

Tags: Microsoft CRM, CRM, Microsoft Dynamics, Dynamics

Hello, I have a problem with my sales staff&. When they convert a Lead into a Contact it drops all the attachment and notes that are tied to the lead; Any ideas??? Thanks

http://www.experts-exchange.com/Software/Industry_Specific/Financial/Great_Plains/Q_247346...

Zones: MS Dynamics GP, ...Date Answered: 09/16/2009 Rating: 9.3 Views: 0