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We have duplicate detection rules on contact on First Name-same first 3 characters, Last Name-same first 5 characters and Account-Exact Match. When a first and last name match an existing contact, even though the Account does not match, and is being converted from a lead to a contact, the user...

I would like to add a custom entity called "Proposals" to a group of records by using the Edit feature in accounts. Is it possible? Thanks

I have done this a hundred times with other databases but something is not working with MS Access linking to an MS CRM view. Access 2003 and SQL 2008. I can link to tables and see data but linking to a view doesn't return any rows. Can someone help? Thank you.

I have an excel pivot table (v2003) that I started with an advanced find in CRM. I want to add a view to the pivot table and the view is accessing data in a different database. I can refresh the data but other users are getting "cannot access [database the view is looking at] under the current...

When a user is created, it pulls their address and title from active directory. Does that get updated when active director changes?

I see where you can remove the email tracking token and on personal options you can set how your emails and contacts are tracked. How can you turn off automatic tracking at the network level? Thanks.

I have been given a report that uses a stored procedure. I'd like to add fields to the report without modifying the stored procedure (which is not mine). If I create a dataset using a select query, how do I relate this data to the st proc data? All from the same database. Thanks.

A report that I had been updating and deploying during the edits suddenly would not deploy. (Other reports can be deployed to same server, same data source.) In VS, the error is "An internal error occurred on the report server. See the error log for more details." Trying to upload in Report...

After a power outage I cannot get Reporting Services to start. SQL is running fine on the same server but I get this error in RS: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. I have found many people with this problem but it is with new...

Is there a tutorial for borders? Click on a cell in a table and look at the properties. There is only a bottom style, and a default style and a default width. Yet a border displays all the way around the cell. What does the default do and what's the difference between that and specifying border...

I have a page header that is hidden on the first page. However, the report is still leaving space for this hidden header so there is too much top margin. I have set the text box to can grow and can shrink and made the header very small. I guess growing doesn't apply to the header section because...

Opening SQL 2005 Database tuning advisor, This error comes up:R6031- Attempt to initialize the CRT more than once. This indicates a bug in your application. Microsoft KB article 913395 gives these instructions 2. Locate the following registry subkey...

I want to display the invoice number in the page header where there is more than one page. I created a text box in the page header (not report header) that refers to a textbox in the body. =ReportItems!INVOICENUMBER.Value I set the property of the header to Print on first page=False. The field...

I have been trying to hide a row in RS when one field is blank. I cannot find the syntax for this after two hours of searching. Can someone tell me if I want to use IsNothing, Is null, ="", or what? Cannot figure out how to test for null in RS which seems to use different sytax than any other...

We are using time reporting software that can integrate reporting services. We have uploaded a report and attempted to display it in the software package. We can view it in ReportManager but not in the software package. This is the error and the vendor is suggesting it might be permissions...

We do not have msolap.asp on any of our servers with Analysis Services installed (2005). We have been searching the web thinking this is a file we could download from someplace (since we don't know what it does). Does anyone know where we can get a copy of this file. Thanks.

We have an application that is using RS on SQL2005. I create a report with the web application that contains Chinese characters and the characters display correctly in the preview. When I export it to pdf Chinese is now ???. I have installed the East Asian language files on the server. Can...

Does anyone have recommendations for RS training? I received an email from MSReportUser.com which offers training classes (I would do better with an instructor). Has anyone heard of them?

Excel 2003 using SQL tables: We have a pivot table where the first column is the expense report number. The user selects the reports she wants to process. Then refreshes the pivot table to ensure the amounts are most current. When she does that, added to the column are new expense reports and...

We have a purchased font that I would like to use in RS report. I installed it on the web server but it does not display in the graphs. I have tried to install it on SQL server but I get a message that the file is in use. We have rebooted but it didn't help. (a) Does the font need to be on...