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| | Today, Microsoft has build an integration tool to integrate Great Plains to Microsoft CRM. At this time, there are no other products that are integrated. Microsoft is referring customers to companies like Scribe to perform this integration functionality with their Scribe Insight for Microsoft CRM tool. Information on this tool can be found at http://www.scribesoft.com/Products/InsightForMSCRM.asp. |
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| | Successful sales professionals understand that one of the keys to success is a consistent process. Providing a repeatable experience for customers without a well-documented and executed strategy can be a challenge. Once you have created a powerful sales methodology, the next step is determining the best way to apply it uniformly and consistently across your entire sales organization. Microsoft... |
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| | Amy,
We have a sales force that calls customers weekly to sell supplies. We need to quickly see historical orders and would like to 'copy' or re-order the same products. Can Crm handle this?
Thanks
Dalen |
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| | Dalen,
Thank you for your question. Currently, repeating or reoccurring orders are not a part of the core functionality of Microsoft CRM. However, with application development using .NET technology this could be done.
Microsoft CRM does have the capability to create Revisions to Quotes. Essentially when you revise a Quote, it is copying all the Product information to the new Quote. ... |
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| | How do I created a letter template, and have data from customized fields populate it? |
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| | Hello Tom,
Here is the information on these manuals.
8308 Extending Microsoft CRM with .NET
PMT1-0000-0E00120
List Price : $150.00
8309 .NET Tools & Technologies to Extend Microsoft CRM
PMT1-0000-0N00120
List Price : $100.00
You can order these manuals through Inetium by contacting your Business Development Manager or just let me... |
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| | Out of the box CRM functionality using the Sales for Outlook Client you are only able to create Word templates using out of the box fields. You are not able to merge into Custom fields.
What you can do however, is from a List view within CRM, export the list to Excel, making sure the custom fields you want are in the list view, save that excel spreadsheet and then do your... |
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| | Amy,
How about with Crystal Reports? Also, will this be something that will be updated with the coming upgrade? I can imagine that many companies have customized - business related fields, and may need something similar.
Deb |
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| | Hi Deb,
Yes you can definately do this with Crystal Reports. With Crystal you can add any fields you want and from any table within CRM.
I do not know upcoming functionality around the Mail Merge feature in the Sales for Outlook client, but you are right, it is a need by almost every company. I would encourage you to go to CustomerSource and enter a Product Suggestion. ... |
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| | Amy,
What are the tables called in CRM to link to Crystal?
Thanks for all your help! I love this "Ask Amy" column, great idea!
Deb |
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| | Hi Amy,
I just installed version 1.2 of the Outlook client and went offlice for the first time. It copied all 9000+ CRM Contacts to my Outlook! Can I prevent it from doing this? How do I keep my personal Contacts seperate. It also copied many appointments to my calander. These appointments weree not created by me?
Tom
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| | Hi Tom,
In the outlook client Microsoft CRM Menu bar, click on Tools>Options. There are 3 checkboxes at the bottom. This is why all the Contacts, Tasks and Appointments came over into your Outlook folders. If you want to prevent this from happening in the future uncheck these boxes.
Also, when you choose the Go Offline button, there is a checkbox at the bottom of the... |
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| | In the Sales for Outlook client the buttons on the CRM Toolbar will periodically not work. They will still appear on the Toolbar, just when you click it, it will not pull the form up.
If this happens, it is most likely the the Outlook Forms Cache have been corrupted. You can correct this issue by following the steps outline below:
1. Open Microsoft Outlook, and then click Options... |
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| | An update to the Microsoft Business Solutions CRM Sales for Outlook 1.2 is available to help improve the Outlook client offline synchronization performance, to enable more scalable deployments, and allow for deployments with tighter security requirements. This update also fixes the problem of not having all contacts synchronized when a large number of contacts are in the database.
Please go... |
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| | The Microsoft CRM 1.2 Feature Pack delivers additional features without additional license fees to Microsoft CRM customers. The feature pack increases the value of the CRM solution in three key areas: closer integration with Microsoft Office 2003, availability of Microsoft CRM Mobile 1.2 and additional feature enhancements.
The attached document will give details on what is included with the... |
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| | These slides will help your organization optimize data that is viewed by users. This is also a good source of information for optimizing data that is synchronized to the Sales for Outlook client.
Amy Mayer
CRM Implementation Specialist
Inetium Inc. |
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| | Update rollup 1 is available for Microsoft Business Solutions CRM 1.2 Sales for Outlook.
Customers who are not using Microsoft CRM 1.2 Sales for Outlook can still see the benefits in functionality and performance that are provided by this update rollup. They can do this by installing the server components of this package on their servers that are running Microsoft CRM 1.2.
Follow this link to read... |
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| | If you are thinking of reorganizing your Business Units, Security Roles and Users in Microsoft CRM, there is a new hotfix released that you will need to download. You will need to know your CustomerSource username and password to access the hotfix.
This hotfix is a rollup of... |
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| | Amy,
When I send a CRM email from the account level and receive a reply, the reply is stored in my personal email queue in the CRM workplace (along with being sent to my Outlook inbox). If I delete it from the workplace queue, it is also deleted at the account level, and I lose the customer's reply in CRM. Is promoting the email to a CRM activity the only way to keep the reply at the account... |
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| | Sarah -
I believe we have some more investigation to do here.
I delete my emails out of the 'My Work' folder all the time and they stay underneith any record that email is associated with. So if I have a Contact in the To: or From: fields and the Account or Case in the Regarding field, after I delete that email from My Work, it still remains under the Account, Contact, etc...
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| | Sarah -
Here is the answer to your question:
How to delete an e-mail activity from the My Work folder in Microsoft CRM Workplace (895604)
INTRODUCTION
In Microsoft Business Solutions CRM Workplace, you can use two methods to delete an e-mail activity from the My Work folder. However, the methods produce different results. Use method 1 if you want to remove an e-mail activity from the folder...
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| | Hi Guys,
I need to import contacts on an ongoing basis, but i notice that the CRM duplicates imported contacts if they already exist on the CRM instead of updating them...
Does anyone have information on how i can import these contacts without creating the duplicates?
Rgds |
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| | I would like to share a “Case” with a user. I only want them to see what I share. No other cases. They have a license for “Services”. I created a new security role, and have tried different settings in this security role. I have not been able to lock out other cases. Any suggestions? |
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| | Amy,
I see it's not possible to create an appointment from workflows? Is there any known workaround? If not, do you know if this will be possible in V3?
Is it possible to create an email from workflow without sending it? I'd like the email created, but would like to send it manually.
Thanks.
Sarah |
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| | Hi Sarah -
In v3.0, it is still not possible to create an Appointment type activity with Workflow. What you could do is create a Task for the user notifying them that they should create the Appointment Activity. At least there is some kind of notification to the user that there is an action they need to take.
Using workflow to create emails actually sends the email to the person identified... |
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| | I would like to unshare multiple records. I followed the instructions, but get the following message: "you can only view the access rights for one record."
I own all the records and have system admin rights.
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| | Hi!
We have deleted a user in crm and Active Directory and now we can not change the owner of an account in CRM to a new salesperson and i get the following error "A resource required for this operation is disabled" What can i do? I've tried to enable the user in Active directory and to set him up again in CRM but i get error in CRM when i try to do that.
Thankful for a resolution!
IDE |
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| | Hello -
Thank you for using Ask Amy. I have attached a document to this posting that will assist you with this problem. This is the only way to get around this issue.
Let me know if you have any further questions.
Amy Mayer
CRM Consultant
Inetium, Inc. |
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| | Hi!
When i try to clixk on whichever Report i get this error message:
Microsoft CRM Platform Error Report:
Error Description:
Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to connect to cluster @IDECRM001.IDENET.COM to retrieve updated APS member list. Logon can not continue.
Error... |
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| | Hello and thank you for using Ask Amy.
Most times this error can be resolved by simply resetting the Crystal Services. Follow these instructions:
On the CRM server open the Crystal Configuration Manager from the Start menu. Highlight all the Crystal services, right click and choose restart. After that has restarted then restart the World Wide Web Publishing service from... |
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