has anyone seen a suggested workflow from obtaining a new cont to a lead to various stages of qualification to close . . ?
has anyone seen a suggested workflow from obtaining a new cont to a lead to various stages of qualification to close . . ?
1.Deployment manager, workflow manager, crm outlook client can't con
I get this error when i run the deployment manager in the application eventlog; Event Type: Error Event Source: DMSNAPIN Event Category: None Event ID: 0 Date: 9/30/2006 Time: 3:05:21 PM User: N/A Computer: CAS Description: The system cannot find the path specified. When i connect with any client other than the web i get a generic " The server does not exist or...permissions....) The web client works fine, even the reports! I check the web services by browsing to them, and i can get access How come the non web based applications cannot access the crm services?
2.Sharepoint designer - new is greyed out, can't create new workflow
I have a problem creating or editing objects in MS Sharepoint designer 2007. I manage to open a site in the designer but New on the file menu is all greyed out. Also edit as html is impossible, I click it but the file doesn't open up for editing. Any suggestions?
3.Limiting Users Access to Business Contact Manager Contacts
My supervisor has some very specific requirements for our contact database and I'm just beginning to learn Business Contact Manager and am wondering if it fits these requirements. And if it doesn't, does anyone have suggestions for a software that does? We need a contact database that we can assign a lead to a user, check on any activity or notes they put in regarding the lead, and can reassign the lead if the user isn't giving it any activity? So the user should only be able to access the specific leads we assign to them. I suppose it would be possible to just create different databases per user... but would it be possible to transer a contact from one database to the other, thereby reassigning it?
4.Contact Manager chokes when asked to create new contact or account
5.Can't Enter New Contact in Business Contact Manager
Microsoft Office Outlook 2003 SP1 When I try to enter a new contact in Business Contact Manager I receive the error "The messaging interface has returned an unknown error. If the problem persists, restart Outlook.". In addition, when I try to enter Journal entries I receive the error "The custom form could not be opened. Outlook will use an Outlook form instead." but I am still able to continue and the journal entry gets logged. I don't know if these are related but I need HELP!!! Thanks!!
6. New Contact Form-business contact manager
7. Cant create a new contact in Business Contact Manager
8. Contact manager chokes when asked to create new contact or account
Users browsing this forum: No registered users and 55 guest