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| | Microsoft has posted a Beta/working copy of their training manual for CRM 3.0.
Inetium will keep this site updated as Microsoft Updates their site.
The What's New in Microsoft Dynamics CRM 3.0—Applications course provides the information required to recognize the key differences in the new features found in Microsoft Dynamics CRM 3.0. This 154-page training manual explores new features and functionality,... |
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| | Hello
Have recently installed CRM 3.0, created a new team but under the wrong business unit. can't change the business unit as the option is greyed out. Can't seem to delete the team either.
Are there any methods for deleting a team?
cheers |
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| | Hello and thank you for using Ask Amy.
If you remove the Restricted Access checkmark, then the Admin will have a full license which means it will be taking up one of your licenses in CRM. That is the only draw back.
Amy Mayer
Inetium, Inc.
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| | Hello and thank you for using Ask Amy.
I have some client's who have changed this as well and they have not seen any disadvantages. I also have not heard of any other disadvantages.
Amy
CRM Consultant
Inetium |
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| | Hello--
We've got a server on which CRM has been installed a few times -- finally got it working on the last try. The only remaining problem is that one of the users (who was active with the CRM during a previous incarnation) cannot authenticate. He gets three tries and then the "You are not authorized to view this page" message (when logging in via Explorer). My suspicion is that something... |
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| | There is a current issue with CRM and the integration of Appointments within Outlook that I wanted to address.
There have been instances where customers who have noticed that Appointments were 2 hours off in Outlook, but were correct in CRM. The issue is related to the Time Zone setting within CRM.
This problem will arise if you have a user who has their Time Zone in CRM set to Pacific... |
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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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| | Is there a way to convert a group of leads to a contact, or do you have to do this one by one?
Thanks? |
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| | Hello and thank you for using Ask Amy.
Leads do need to be converted 1 by 1. You can do this by opening the Lead record and click on the Convert Lead button from the Actions bar.
Thanks,
Amy Mayer
CRM Consultant |
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| | Hi
I am trying to import my contacts (Salutation , FirstName ,LastName etc.) into ContactBase table writting custom queries, so far so good but i can't figure out how to import the address of each contact into the CustomerAddressBase table. The uniqueidentifier ParentId on CustomerAddressBase table doesn't exist on ContactBase table, so how could i 'connect' this tables on my query.
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| | For Leads where I have selected to share with other members, they are not seeing those Leads. If I assign them they are available to the member assigned.
This maybe a setup issue with AD and CRM but any assitance would be appreciated |
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| | Hello and thank you for using Ask Amy.
You will want to check the View the user is trying to view the Lead from.
When a record is shared with a user, the record will show up in the Open Leads view, but will not show up in the My Open Leads view. This is because when sharing a record with another user, the ownership does not change.
If this is not the issue, please... |
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