http://forum.crmreports.com/ User-to-user CRM related forums en Sat, 13 Mar 2010 09:48:26 +0000 http://forum.crmreports.com/topic/how-do-you-merge-databases-in-bcm#post-2301 Wed, 10 Mar 2010 13:52:29 +0000 ErnieAd 2301@http://forum.crmreports.com/ <p>Hi! We started using BCM as a separate entity on each computer. Now we have a shared database on our server that all can access through the "online" function. However, in attaching to this database, we have lost all of our previous data since it creates a new "offline" database that doesn't have our old data in it.<br /> How do we merge the two "offline" databases on each client computer and also cause the merged DB to update the server database?<br /> Thanks for your help!<br /> Ernie Adsett </p> http://forum.crmreports.com/topic/issue-while-configuring-outlook-client-for-offline-access#post-2300 Tue, 09 Mar 2010 14:40:01 +0000 protocol1983 2300@http://forum.crmreports.com/ <p>I'm facing issue while trying to configure the outlook client for offline access.<br /> Issue:</p> <p>While i run the configuration wizard for the specific organization, i'm getting an Critical update require info and when i apply update now, nothing happens and i'm unable to access the CRM from outlook.</p> <p>Can anyone help me to overcome the issue?</p> <p>Thanks,<br /> Surchi </p> http://forum.crmreports.com/topic/setup-failed-to-install-bcm-for-outlook-2007#post-2082 Tue, 11 Nov 2008 20:38:37 +0000 UG Bot 2082@http://forum.crmreports.com/ <p><em>Newsgroup subject: setup failed to install bcm 2007<br /> Archived from: microsoft.public.outlook.bcm<br /> Author: Roody</em></p> <p>I get this message trying to reinstall BCM 2007 . Setup failed to install Business Contact Manager for Outlook 2007. I running a windows xp SP3 with sql 2008 express 2008. </p> <p>Thanks rb </p> http://forum.crmreports.com/topic/help-to-learn-ms-crm#post-2298 Wed, 03 Mar 2010 05:05:21 +0000 raksheetkoradia 2298@http://forum.crmreports.com/ <p>Hi team,<br /> I am new to this CRM and want to learn.<br /> So i have start learning about customization In MS CRM but not getting this concepts for plugins...<br /> also internal processing of the CRM. </p> http://forum.crmreports.com/topic/importing-data-from-excel-to-ms-business-contact-manager#post-2297 Tue, 02 Mar 2010 09:02:49 +0000 turboace 2297@http://forum.crmreports.com/ <p>I've imported 250 records from excel into BCM. When I display the records in business card mode the individual lines are incorrectly set out - the postcode is on line 2. Yet when I double click into the block all the data is set correctly.</p> <p>Is this a feature? </p> http://forum.crmreports.com/topic/anyway-to-print-account-history-with-details#post-2296 Wed, 24 Feb 2010 16:53:01 +0000 StephenSchilling 2296@http://forum.crmreports.com/ <p>I can goto the history tab of the Account and print the subjects out of the box, but would like to include the detail of each as well. (ie the email contents, apt details, task details, etc)</p> <p>Anyway to do this? Any prebuilt reports for this? Thanks<br /> -Stephen </p> http://forum.crmreports.com/topic/exporting-to-excel-w-links#post-2262 Wed, 06 Jan 2010 21:31:42 +0000 StephenSchilling 2262@http://forum.crmreports.com/ <p>Hello all. Im trying to see if theres a way to export a list, say of Accounts, and have my excel file populated with hyperlinks. When you press the link, it will open the CRM window for that particular record, taking security authentication into account of course.</p> <p>Is this doable, and what are my options? I didnt see this out of the box but maybe a 3rd party addon for this or something similar?</p> <p>Thanks! </p> http://forum.crmreports.com/topic/hi-friends#post-2279 Tue, 16 Feb 2010 09:54:11 +0000 venkata5 2279@http://forum.crmreports.com/ <p>I am new to this Microsoft Dynamics CRM, what are the different modules we have and planing to learn microsot dyanmic crm,simultaneously i have 4years exp in E-commerce marketing how this crm will help.Please Advice AsAp. </p> http://forum.crmreports.com/topic/why-act-crm-hosting-is-beneficial-for-your-business#post-2263 Fri, 08 Jan 2010 10:59:06 +0000 lizawelch 2263@http://forum.crmreports.com/ <p>ACT! is the well acclaimed CRM uniquely designed to meet the needs of small and medium business regarding customer and contact management, automation of customer interaction process as well as better sales and marketing process management. The usability of ACT! CRM is felt in domains other that just customer management. The software is uniquely placed to meet the needs for capturing the data for developing better marketing strategies, campaigns, inter department collaboration as well as further customization of the ACT! features for meeting specific business needs.</p> <p>Modern day organization comprise of a greater proportion of mobile workforce, especially their sales and marketing personnel. Hence, there is demand for applications that may be accessed from anyplace anytime, besides the necessity for secured online access to the data for enhanced data security as well as the concerns regarding reduction in local IT support cost. These factors have led to increasing use of cloud computing technologies, for example Application Hosting service, which provides not only Software as a Service but also provides Hardware as a Service. This means that instead of having all the network and IT infrastructure and Hardware locally, they are available as a service by the Third Party Services Providers. </p> <p>It is in this context that ACT! Hosting is more beneficial than the local standalone deployment of ACT! by Sage CRM. The usefulness of ACT! Hosting can be analyzed in terms of the benefit it bring to the organization in terms of providing the much needed technological edge, affordability and enhanced productivity for the small and medium business. Here is the list Ten benefits of ACT! Hosting for small and medium Business.</p> <p><strong>Anytime anywhere access to the ACT! Application:</strong> ACT! Hosting allows the users to access the ACT! Application from anywhere anytime thus eliminating the accessibility constraint of the local network. Thus either you are travelling or outstation, the customer database is accessible to you from any online connection. Not only have that as distinct from online accessed the ACT! Hosting access on third party terminal server is quite fast. The CRM application is installed and run on the thirds party terminal servers and the users access it just like a desktop application. Since all the operation is done on the terminal servers, the bandwidth requirement at the users end is quite low which explains the fast access speed as compared to simple online access. </p> <p><strong>No more system upgrades:</strong> Running specific the ACT! By sage CRM requires different system requirements. This means that each time you buy a new editions of the CRM application you have to invest in upgrading your systems so that the ACT! CRM can run optimally. With ACT! Hosting the local system is not needed as the CRM application is installed and run on the terminal servers and users access it just like a local desktop interface. </p> <p><strong>Reduced IT support costs:</strong> Running ACT! CRM needs local network, elaborate security features installation to protect the servers as well as assured backup of data. Also monitoring tools for detecting and troubleshooting real time online security threats need to be in place. This may exhaust a considerable resource of small and medium business, which additionally is not related to the core area in which they are focusing. ACT! Hosting helps the users to access all these features as a service The business not only saves IT infrastructure installation and maintenance cost they also save the cost involved in recruiting IT support staff as assured backup, IT helpdesk support and real time online monitoring is included with the ACT! Hosting service.</p> <p><strong>Hosting ACT! Add-ons:</strong> There is a number of ACT! Add-ons that enhance the functionality of ACT! by Sage CRM software. Getting all these ACT! Add-ons integrated with the application is more easy if both of them are hosted on the terminal servers. The ACT! Add-ons that can be hosted are ACT! Companion link, Scan IT, Address Grabber Suite, Extract for ACT! etc.</p> <p><strong>Integrating ACT! CRM with different Application:</strong> ACT! can be integrated with Peachtree and QuickBooks accounting application for providing an end to end CRM accounting solution. This integration is more easy and effective if all these applications are hosted on the same terminal servers.</p> <p><strong>Enhancing the Productivity through ACT! Hosting in specific small and medium business context:</strong> ACT! helps better mobility of the sales, management as well as help in collaborative use of the CRM software for better productivity.</p> <p>• Sales Team: anytime anywhere access to the customer database and history help the sales team to be better prepared for customer queries and hence more fruitful customer interaction and satisfaction.<br /> • Marketing team: an effective marketing team needs strategic customer database and forecasts about customer preferences for better customer targeting and analysis. ACT! Hosting allows them to have access to the database pertaining to all the relevant departments which in turn help them to devise better customer retention and acquisition strategies. </p> http://forum.crmreports.com/topic/customizable-crm-solution#post-2160 Mon, 02 Mar 2009 11:46:03 +0000 GeorgeMichael 2160@http://forum.crmreports.com/ <p>Can any one guide me to the most customizable CRM available in the market?? I need professional solution not any open source solution. </p>