Broadly speaking you install CRM 4.0 on the new server and you can then restore the VMWare CRM DB onto the new SQL server and add it in via the deployment manager. The implementation guide gives information on this: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang...

In the user options (CRM-Options). On the general tab you can turn off what gets synched between CRM and Outlook. Turn off the 'Appointment' option and it should stop synching. Leon Tribe

Save the data into a unicode-compliant text file, NOT a csv. The import tool will read it and bring the data in correctly. Leon Tribe

I have an issue that I cannot understand. We have a CRM instalation that until today was able to print reports using SSRS. The reports will still build in the viewer, but when the printer icon is clicked, a popup window opens with the message "Unable to load client print protocol". Observely...

Hi Greg, If you're wanting to print the opportunity, you can do this from the opportunity form with the print icon. However, if you're looking to print off a customized form as part of your workflow, your best bet is to create the form and then link it into the form as a report. Even if the form...

There are two main players that I know of: CWR Mobility (http://www.cwrmobility.com/ ) which works on the Windows Mobile platform TenDigits (http://www.tendigits.com/ ) which works on BlackBerry From memory, Microsoft is working with TenDigits to also bring their solution to the Windows Mobile platform...

The downloadable VPC demo is probably a good place to start. http://www.microsoft.com/downloads/details.aspx?FamilyID=dd939ed9-87a5-4c13-b212-a922cc02b469&DisplayLang=en Leon Tribe

This is a function of the security settings you have against the account-opportunity relationship. If you go to settings and look at the relationship you should see it set to cascading, which means security flows down to the child entity. Adjust this security and ownership of the child records will not...