Description:
Microsoft Customer Relationship Manager newsgroup.
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Make a backup of CRM 4.0
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Hi everyone, I'd like to know if anyone knows how could I perform a backup of my CRM. Anyone knows a tutorial or guide? Any help will be much appreciated.
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Hosted Exchange Email config?
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Hello all, I'm fairly new to these newsgroups so apologies if I have missed any protocols (and also if I am posting in the wrong place!) I wanted to know what the best method (and components to use) would be in the following situation: The client uses hosted Exchange email boxes (they get emails through... more »
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Entity buttons missing label text
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Hi, I'm experiencing a small problem with label text on certain entities and wondered whether anyone else had had similar or knew of a solution. On certain entities (Account, Contact and Quote) the button label text no longer appears. On the Account, if you click Contacts in the left hand nav panel the label text for 'New Contact' and 'Add Existing Contact' buttons is... more »
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Data Imports in 4.0 (Hosted vs. Server)
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I have a client who has quite a bit of data to import into CRM 4.0, however they are using a hosted solution and I will not have access to the database. In 3.0 you had to put in the GUID to represent for example "Owner" or when setting the company of an imported Contact. I won't be able to create any custom code or use scribe.... more »
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Creating related records
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We’ve found tons of blogs on displaying related records (that have already been created) from within an iframe but are wondering if you can actually create a related record from within an iframe? For example you are in a Case and want to create a new related account. We would like to click on an "Account" tab within the Case and select a button... more »
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Filter the view in the servicecalendar
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I have special servicegroups in my CRM program where there are an amount of users included. When I go to the servicecalendar I would like to have the opportunity to only show the users/resources in that special servicegroup. Now I see all users in the CRMprogram. I´ve tried to make lists for users in... more »
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An error has occurred CRM 4.0
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Hi all, when I am trying create new business unit record in CRM 4.0 it displayed an error that "an error has occured" while saving the record. It was not displayed for initial 3 records after that it was throwing error, It make server updates I have installed CRM roll up 1 and restarted the IIS... more »
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