September 2008
You are browsing the archive for September 2008.
Synchronize CRM Contacts into OAB (Offline Address Book).
One problem that i have had with clients with the Outlook Client installed is that it doesn’t automatically sync. contacts from CRM into outlook for the purpose of sending emails etc.
Heres how you would enable it for your users and clients:
Click on the CRM menu in Outlook
Then click on the ‘Address book’ tab then click on the second [...]
Hiding Sidebar Navigation (Related Entities)
Hi Guys,
Recently for a client, we had to create some many-to-1 relationship from Contact to Accounts & Opportunities. We then had the problem of the related entity navigation on the side showing up. They didn’t want to see all these related navigations. I added some onLoad code on the contact form to hide the Sidebar navigation.
Before:
The key [...]
Company name on the phone call form.
Hi there,
Have you struggled without the company name on the phone call form in CRM 4.0??
Usually when you create phonecall campaigns you notice that the regarding field of the campaign is the ‘Campaign Name’ and the Recipient is the ‘Lead full name’ which leaves us with no information what so ever telling us the company name.
This proccess involves creating a plug-in in Visual Studio [...]
New Wordpress theme!
Hi Guys,
I found this cool theme and thought i would install it on here (comments anyone?).
Now i know i havn’t been around lately writing new posts but i’ve been fairly busy. I will aim at writing 1 or 2 posts a week on this blog.
-MSCRM Person