CRM Contacts

CRM Contacts

Post by T21yeS » Tue, 16 Jan 2007 00:12:00


Hi
I have 2 Laptop with outlook clients
in one of them i don't see in the adress book (or when i press 'to' in the
new mail)
the Lists:
CRM contacts
CRM Accounts

any suggestion ?????????????

--
Thx, Omry
 
 
 

CRM Contacts

Post by UnVzdH » Fri, 19 Oct 2007 06:33:10

...do how do I purge my system of contacts?

I imported 70,000(+) contacts from a different crm system into Dynamics CRM
for an evaluation...

Now I can't get rid of them.

I've deleted the records from the SQL database *and* from my outlook client,
but whenever I open Outlook, Dynamics still wants to sync all those records
with outlook... I think that I've not managed to remove the contacts from
outlook properly....

Any Ideas?
--
Rusty

 
 
 

CRM Contacts

Post by UmFtYXN1Yn » Fri, 19 Oct 2007 13:19:01

Hi Rusty,

To achieve this you have to write a code in C# or VB.Net. This can be done
easily and It's a supported way. The code is available in the following link.

http://www.yqcomputer.com/

I hope this helps.

Regards
Ram
 
 
 

CRM Contacts

Post by U3llZEFiZH » Thu, 13 Mar 2008 05:57:01

Dear Gilles,



I have a quick question regarding contacts, I have around 1000 contacts in
my crm and I would like to export this into Excel sheet.



Is it possible?

=====================================

My Actual action plan is:

I am creating a new field (as Checklist) on main form for all contacts
(internal & External Contacts), is there any possibility to pick from
checklist all Local Users (from Active Directory & from External Contacts as
located in Contacts page).



Currently we have field (Text field) as Case Initiator, and manually we are
typing Initiator name but we would like to pick from the list, in order to
avoid typo errors.



=====================================



I will highly appreciate if you could kindly advice me.



Many thanks in advance.
 
 
 

CRM Contacts

Post by aWxrZXIgdG » Thu, 13 Mar 2008 15:56:01

yes it is possible
you can use export to excell button in crm contacts view
 
 
 

CRM Contacts

Post by U3llZEFiZH » Thu, 13 Mar 2008 16:23:02

Thanks ilker, But i cannot see this Export to excell button in my CRM
Contacts View.

Could you kindly let me know exactly how should i do this.

Many Thanks again for your time.
 
 
 

CRM Contacts

Post by aWxrZXIgdG » Thu, 13 Mar 2008 16:41:01

maybe your security roles prevent this
check your rights if you dont have System Admin security role
 
 
 

CRM Contacts

Post by U3llZEFiZH » Thu, 13 Mar 2008 16:48:01

but i am the administrator and i have full rights to CRM application.