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| | There are 3 community discussion groups for Microsoft CRM. One that is more Application focused, one that is focused on Development and one that is focused on Deployment.
You can find all 3 at the following website:
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| | There is a downloads site for Microsoft CRM. The link to the site follows:
If you have any questions on what a specific download is for or how... |
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| | Amy,
Where can I order the Training manuals for Course 8308 and 8309? How much do they cost? Are they any good?
Thanks,
Tom
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| | When you use Microsoft Business Solutions CRM Sales for Outlook (the Outlook client) for storing and tracking customer and lead information, you can use the mail merge feature to create a personalized e-mail message and send it to a list of recipients that you select. You can also use this feature to create labels and personalized letters for bulk mailings.
If you are using Microsoft Word 2002 or... |
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| | Hello -
I can get this to work in my test environment.
Here were the steps I took:
1. Created a new Security Role, do not copy an existing role. The only privilege I have given the role is the User Access level on the Case Entity. Leave the default privileges the system provides on the Business Management tab.
2. Give this role to a user.
3. Log into CRM as... |
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| | Hello -
We are only able to unshare 1 record at a time. Unfortunately there is no way around this. This is because each share of each record might have different access rights.
Let me know if you have any other questions,
Amy Mayer
Inetium CRM Consultant |
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- In general, what is CRM's primary purpose for assigning an owner?
- When is the owner assigned?
- Can there be multiple owners?
- Can the owner change?
- Is the owner assigned to the Acct or Contact?
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| | The owner is used to determine security in the system, it is used in providing data views and also to provide reporting capabilities. Essentially every record in CRM has an Owner associated to it. There might be an Account and the account is owned by a user. There are Contact associated with this Account and those Contacts might have a different owner associated to those records. ... |
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| | Are there alternative ways to tying a team of people to an account and/or contract on the service side of CRM?
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| | Hello -
An alternative way to handle this in V3.0 is to setup a new Entity called Team and then make a relationship to Accounts or Contracts and tie a team of people to that record.
If you would like more in depth details of how to set this up please contact me directly at amayer@inetium.com or call 952-646-0800. I would be more than happy to assist you.
Thanks,
Amy... |
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| | Hello and thank you for using Ask Amy.
After you create a team in Microsoft CRM, that team cannot be removed nor is there a way to change the Business Unit.
If this is a team that you do not want your users to use, I would suggest at the moment to change the name of the team to something like 'zDon't Use'. That way it will always appear at the bottom of the list.
... |
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| | Thank you very much, it worked!
Chris |
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| | After the upgrade to V3, the admin user was automatically set to "restricted access mode." This means we cannot assign records to the admin user. Instead of immediately changing the process (which is the long term goal), I would like to remove restricted access mode from admin. Will there be any negative side effects if I give the admin user full access? |
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| | Does decreasing the amount of minutes CRM synchs with Outlook have any known side effects?
I changed the synch from 15 minutes (default) to 10 minutes. |
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| | Hello -
I don’t think v3.0 would impact on this users account from an AD perspective as much – the security is more in the CRM database now than it is in AD.
We would love to be able to support you on troubleshooting this issue. You can call 952-646-0800. Ask for Dave Stahlman. He can direct your call appropriately.
Thank you,
Amy Mayer
CRM Consultant
Inetium |
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| | so, how is the fact that inetium is being sold going to affect this site? |
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| | Inetium will be officially sold on March 15th, 2006. This transaction will have very little effect on our daily operations. Our name will remain the same and all employees and management are being retained. We will continue using and expanding the function of this web site. We will be having our next CRM user group on April 5th where we will review the content discussed... |
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| | I have multiple users across the country. I occasionally have a lead that I want to share with all of them. What happens if one person wants to convert this lead to a contact? Will this convert it for everyone? If so, how would you address it so it wouldn't convert it for everyone across the board? |
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| | Hello and thank you for using Ask Amy.
When you share a Lead with multiple users, the Lead is not multiplied. Therefore, any changes made by any user who has access to the lead will reflect for the other users who have access to that Lead. If the Lead is converted by 1 user, the lead will be converted for all users, because they are all viewing the same record in the CRM database. ... |
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| | Hello -
Are you using Scribe Insight for migrating the data? If not, what tool are you using?
Thanks,
Amy Mayer
CRM Consultant |
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| | I have a requirement;
I have 2 Team- Team A and Team B and 3 Users.
User 1 is a member of Team A and B
His role in Team A is 'Manager' and in Team B is 'Consultant'
I should be able to know each members role in respective Teams. Can anybody Help me n doing this in CRM
Thanks in anticipation
Rodrigz
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| | Rodrigz,
What you can do here is the following:
1. Create a Custom Entity Called "Team Membership", or something similiar to it.
2. Add an N:1 Relationship with the User Entity, this will allow you to have a lookup on this entity for the User on the Team.
3. Add an N:1 Relationship with the Team Entity that way we have a lookup to the Team's... |
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