microsoft.public.crm Google Group

Les fonctions JavaScript

2010-03-12T16:16:08Z

Hello, Bonjour,
Dans Dynamics, on peu �crite du JavaScript dans les �v�nement des
formulaires et des champs, mais est il possible de cr�er quelque part une
fonction javascript qui sera elle appel�e par un �v�nement ?
In Dynamics, we can use javascript code in form events or fieds events, but,

Re: Using CRM to maintain a contact list via a portal

2010-03-12T08:27:01Z

To expand on Leon's point regarding the CRM security model, security is
achieved in CRM through a combination of an assigned security role with over
370 settings regarding what objects users have access to see, business unit
or container structure and placement of users in these containers, coupled

Re: Large reports Quit CRM4.0

2010-03-12T08:06:01Z

Just a few questions:
1. Do you have any issues running a report with the same user account?
2. Is the active directory account name the same as the domain name in the
system user record for this user? Has the ad record been changed recently?
3. Is Active X enabled on the client machine where you're doing this?

RE: Automatic Generation of Campaign Response CRM4

2010-03-12T07:52:01Z

The e-mail router and rule deployment is one of the methods for e-mai
integration in CRM as described in the implementation guide:
[link]
...but it is not necessary to have the e-mail router installed to have

RE: Changing Title of Email Window

2010-03-12T06:28:01Z

Hi Rahul ,
Yes, You can change the message through customization. Go to
"Setting->Customization->Custo mize Entities", Select "Email" entity and open
it. You will see "Messages" from left panel. You will see list of default
message in it. There you can change it.
Nallathambi

Automatic Generation of Campaign Response CRM4

2010-03-12T02:54:01Z

Hi,
Wondering if anyone can tell me if Email Router and Rule Deployment is
required for the automatic generation of campaign response to work in CRM4?
Many thanks!
SW

CRM4 with Rollup 8 User Summary Report black blackground overtakes

2010-03-12T02:50:03Z

Hi,
Wondering if anyone would have similar experience with Rollup 8 and CRM4
where the user summary report showing all black blackground in the report
viewer? They showed up ok when export to excel. We have SSRS 2008, CRM4,
with rollup 8 installed. And if so, how do you fix it? Is it a problem with

Re: tool for updating CRM data

2010-03-11T16:07:25Z

Sounds like a big job.
I worked on something similar where we had a bespoke solution written to
do the job to our exact requirements, merging records across Leads,
Contacts and Accounts, moving all associated records such as activities
and notes to the remaining records as necessary (like a normal merge does).

Re: Could you use CRM as a Business Contact Manager?

2010-03-11T15:52:40Z

I agree with Dave, Dynamics CRM sounds ideally suited to your described
needs. The fact that you can do a lot of the customisation for
yourselevs is a huge bonus - if you manage to purchase the platform
cheaply in the first place you don't want to spend loads of money on
consultancy.
Speaking of which, as a not-for-profit you might be able to get a

Re: Exchange rate to trans currency money fields

2010-03-11T15:45:04Z

That's simply not how it works.
Your base currency is currency A, this is usually the currency your
company operates in, reports accounts in, pays taxes in etc.
You do a quote in currency B to quote a customer for something in their
own currency. CRM calculates how much this quote for two thousand

Re: Deleting users in CRM

2010-03-11T15:28:44Z

As part of your cleanup you should also make sure they are taken out of
all teams and preferably all roles (once you have re-assigned all their
open records), Remove their email addresses so that no new emails get
accidentally tracked against them, even if their AD account still exists
and is in a distribution group, say.

Changing Title of Email Window

2010-03-11T11:04:09Z

Hi,
I am new to CRM 4.0 and I have a requirement where the customer wants me to customize the Email Window's Title bar and change the "Create New Email" text that appears on the title bar to a custom message.
Can I do that?
Some pointers will be really helpful.
Thanks
Rahul
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Re: Background colors and watermarks not showing in CRM

2010-03-11T07:44:48Z

Hello,
Yes you can't do anything, there are some ways to have a backgound image,
could be long to explain here.
What you could do is look at the html code generated by outlook itself when
you choose a background.
I suggest you google on the subject outlook html format.
And if you want an editor forr Crm template, our new product is ceap and

RE: No CRM toolbar in Appointment windows

2010-03-10T22:33:03Z

Not sure if its too late for this reply.
I had the same problem, and the fix was as simple as this:
1. Go to Outlook Menubar -> CRM -> Options.
2. On the 'Set Personal Options' dialog, go to the Synchronization tab.
3. Check the 'Appointments I'm attending' checkbox and click OK.
The CRM toolbar will be available in Appointments from now on :)

CRM 3.0 This record is read-only in Microsoft CRM error

2010-03-10T17:27:17Z

CRM 3.0 running on a laptop with CRM laptop client(offline) installed. Every
20 minutes or so, a pop -up stating "This record is read-only in Microsoft
CRM. Changes will not be synchronized to the MS CRM System". I cannot find
anything online other than a KB article that this was fixed in version 3.0.