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Does anybody have quote templates for the mail merge for Microsoft Dynamics CRM 4.0? The ones provided with it by default don't look too good.
Zones: Microsoft DynamicsDate Answered: 03/29/2009 Rating: 9.3 Views: 11
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...
Zones: Microsoft DynamicsDate Answered: 04/18/2009 Rating: 8.2 Views: 0
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 ...
Zones: CRM, Microsoft DynamicsDate Answered: 10/16/2009 Rating: 7.6 Views: 4
Reseller installed CRM4.0 with base currency as USD.  Being in Canada we need this changed.  Is there a solution other than re-install?
Zones: MS Dev, Server Apps, MS ...Date Answered: 01/20/2009 Rating: 7.6 Views: 0
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...
Zones: MS Software, Micr...Date Answered: 04/23/2009 Rating: 7.8 Views: 0
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...
Zones: CRM, Microsoft Dynamics, MS SQL Repor...Date Answered: 06/10/2009 Rating: 6.7 Views: 0
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...
Zones: Networking, VPN, Network Design &...Date Answered: 06/10/2009 Rating: 9.0 Views: 0
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...
Zones: Microsoft Dynamics, MS Dyna...Date Answered: 09/23/2009 Rating: 8.6 Views: 5
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...
Zones: Microsoft DynamicsDate Answered: 08/10/2009 Rating: 8.2 Views: 57
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
Zones: MS Dynamics GP, ...Date Answered: 09/16/2009 Rating: 9.3 Views: 0