Comments for Unitek Microsoft CRM Blog http://www.unitek.com/training/microsoft/crm/blog Train • Certify • Succeed Thu, 20 Nov 2008 23:31:39 +0000 http://wordpress.org/?v=2.3.1 Comment on Changing The Default Views In CRM 3.0 & CRM 4.0 by craig http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-312 craig Fri, 14 Nov 2008 20:55:09 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-312 This works fine in the browser for us on version 3.0, and in most desktop clients. However, it does not work at all on our laptop clients -- and we have many. Why would the default to "ALL" work fine everywhere but on the laptop? This works fine in the browser for us on version 3.0, and in most desktop clients. However, it does not work at all on our laptop clients — and we have many.

Why would the default to “ALL” work fine everywhere but on the laptop?

]]> Comment on Outlook Integration With Microsoft CRM 4.0 by Sebastian http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-309 Sebastian Fri, 07 Nov 2008 16:03:30 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/30/outlook-integration-with-microsoft-crm-40/#comment-309 Hi, I have just one simple question - do I need any add-on to MS CRM 4 or Outlook (2007) to integrate this two things? I just want to integrate CRM with Outlook to achieve activities transfer between this two platforms. Maybe it's simple, maybe I overlooked something... Well, I'm not a developer or programmist, I just have to do this and it will be better for me If I really do this :) Thanks for any response and sorry if it's doubled or just stupid question. Hi,

I have just one simple question - do I need any add-on to MS CRM 4 or Outlook (2007) to integrate this two things? I just want to integrate CRM with Outlook to achieve activities transfer between this two platforms. Maybe it’s simple, maybe I overlooked something… Well, I’m not a developer or programmist, I just have to do this and it will be better for me If I really do this :) Thanks for any response and sorry if it’s doubled or just stupid question.

]]> Comment on Read, Query & Update Field(s) in Other Microsoft CRM Entities Inside OnLoad, OnSave and OnChange Events Using Jscript by Avtandil http://www.unitek.com/training/microsoft/crm/blog/2008/03/10/read-query-update-fields-in-other-microsoft-crm-entities-inside-onload-onsave-and-onchange-events-using-jscript/#comment-308 Avtandil Thu, 06 Nov 2008 05:33:11 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/03/10/read-query-update-fields-in-other-microsoft-crm-entities-inside-onload-onsave-and-onchange-events-using-jscript/#comment-308 It has long been looking for this information, Thank you for your work. It has long been looking for this information, Thank you for your work.

]]> Comment on Microsoft CRM 4.0: Mail Merge Improvements – Part I by Gary http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-306 Gary Mon, 27 Oct 2008 16:46:34 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/03/05/microsoft-crm-40-mail-merge-improvements-%e2%80%93-part-i/#comment-306 The ‘Assign Activities To’ section defaults to assigning the activities to self. The other options are to change to assign to owners of the records in the merge or assign the activities to another user or queue. This is a GREAT feature that allows managers to create the merge and still keep the contact records assigned to the appropriate users. Great feature, but does not work. How do I get the dialog box to pop in word? The ‘Assign Activities To’ section defaults to assigning the activities to self. The other options are to change to assign to owners of the records in the merge or assign the activities to another user or queue. This is a GREAT feature that allows managers to create the merge and still keep the contact records assigned to the appropriate users.

Great feature, but does not work. How do I get the dialog box to pop in word?

]]> Comment on Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button by Unitek Microsoft CRM Blog - Microsoft CRM Training Blog, CRM 4.0, Consulting for CRM, CRM 3.0, MS CRM Certification | Unitek Microsoft CRM Blog http://www.unitek.com/training/microsoft/crm/blog/2008/08/04/customize-microsoft-crm-40-tool-bar-by-adding-a-custom-button/#comment-299 Unitek Microsoft CRM Blog - Microsoft CRM Training Blog, CRM 4.0, Consulting for CRM, CRM 3.0, MS CRM Certification | Unitek Microsoft CRM Blog Mon, 06 Oct 2008 09:13:04 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/08/04/customize-microsoft-crm-40-tool-bar-by-adding-a-custom-button/#comment-299 [...] my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I [...] […] my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I […]

]]> Comment on Creating An Audit Trail In Microsoft CRM 4.0 by Rashed http://www.unitek.com/training/microsoft/crm/blog/2008/02/27/creating-an-audit-trail-in-microsoft-crm-40/#comment-291 Rashed Fri, 26 Sep 2008 09:11:13 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/02/27/creating-an-audit-trail-in-microsoft-crm-40/#comment-291 I did all process to make an audit trail of Account. I named it as Account Audit. The workflow is creating new record but not displaying. If i click on Add Existing Account Audit then i find the records. They are not coming automatically!!! I need those records to come automatically. Please help me! I did all process to make an audit trail of Account. I named it as Account Audit. The workflow is creating new record but not displaying. If i click on Add Existing Account Audit then i find the records. They are not coming automatically!!! I need those records to come automatically. Please help me!

]]> Comment on Changing The Default Views In CRM 3.0 & CRM 4.0 by JOhan http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-281 JOhan Thu, 11 Sep 2008 08:33:54 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-281 Hello, Is it also possible to ajust this script so if you open an account and click on the quotes, you do not default see the Concept but the Active Quotes? Or is there another solution for tis problem? Tnx, Johan Hello,

Is it also possible to ajust this script so if you open an account and click on the quotes, you do not default see the Concept but the Active Quotes?
Or is there another solution for tis problem?

Tnx,

Johan

]]> Comment on Changing The Default Views In CRM 3.0 & CRM 4.0 by Unitek CRM Team http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-278 Unitek CRM Team Thu, 28 Aug 2008 16:47:36 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-278 Hi Albert, We haven’t seen that effect but you can check for the form type with this code: If (crmForm.FormType != 1) { HISTORY FRAME CODE HERE } This way the code will not fire if the user is creating a new record. Hi Albert,

We haven’t seen that effect but you can check for the form type with this code:

If (crmForm.FormType != 1) {
HISTORY FRAME CODE HERE
}

This way the code will not fire if the user is creating a new record.

]]> Comment on Changing The Default Views In CRM 3.0 & CRM 4.0 by Albert http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-277 Albert Thu, 28 Aug 2008 13:35:26 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-277 hello, the code for the 3.0 version is running fine. However when I create a new contact or account for example, I get the yellow triangle at the bottom. I think this is because there is no historyFrame for new (unsaved) records... Is there a workaround? hello,

the code for the 3.0 version is running fine. However when I create a new contact or account for example, I get the yellow triangle at the bottom. I think this is because there is no historyFrame for new (unsaved) records… Is there a workaround?

]]> Comment on Changing The Default Views In CRM 3.0 & CRM 4.0 by Unitek CRM Team http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-273 Unitek CRM Team Thu, 21 Aug 2008 21:52:28 +0000 http://www.unitek.com/training/microsoft/crm/blog/2008/01/18/changing-the-default-views-in-crm-30-crm-40/#comment-273 Hi Doug, If you needed to fix the quotation marks then you are using the CRM 3.0 method, not the CRM 4.0 method. The CRM 3.0 method will not work in CRM 4.0 Did I misunderstand? Hi Doug,

If you needed to fix the quotation marks then you are using the CRM 3.0 method, not the CRM 4.0 method. The CRM 3.0 method will not work in CRM 4.0

Did I misunderstand?

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