Tracking CRM 3.0 Campaign Responses
I am trying to create, distribute, and track all campaign responses
from MS CRM 3.0. I have successfully accomplished the following steps
1. Create Marketing List
2. Create Marketing Campaign
3. Attach the marketing list to the marketing campaign
4. Create a new campaign activity. The activity that I have created is
"E-mail via mail merge".
5. I have then distributed the email (via mail merge).
6. I have received a response from the campaign with a CRM tracking
token from the campaign.
7. I have clicked the 'Track in CRM' button to promote the e-mail. In
the regarding field, the name of the campaign activity then appears. In
this case, it is the name of the email that was sent to all marketing
list contacts.
However, after I have promoted it the e-mail, it is still not tracked
as a 'campaign response' under the marketing campaign, even though on
the server settings I have E-mail tracking turned ON and 'Create
campaign responses for incoming e-mail' turned ON. No campaign
responses are tracked anywhere. The only place the e-mail is tracked is
in the 'history' section of each individual contact. Can someone please
tell me why I can't get the campaign responses to track as campaign
responses, all in the same place?
Thank you in advance,
z Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61293
Tracking Campaign Responses
I am trying to create, distribute, and track all campaign responses
from MS CRM 3.0. I have successfully accomplished the following steps
1. Create Marketing List
2. Create Marketing Campaign
3. Attach the marketing list to the marketing campaign
4. Create a new campaign activity. The activity that I have created is
"E-mail via mail merge".
5. I have then distributed the email (via mail merge).
6. I have received a response from the campaign with a CRM tracking
token from the campaign.
7. I have clicked the 'Track in CRM' button to promote the e-mail. In
the regarding field, the name of the campaign activity then appears. In
this case, it is the name of the email that was sent to all marketing
list contacts.
However, after I have promoted it the e-mail, it is still not tracked
as a 'campaign response' under the marketing campaign, even though on
the server settings I have E-mail tracking turned ON and 'Create
campaign responses for incoming e-mail' turned ON. No campaign
responses are tracked anywhere. The only place the e-mail is tracked is
in the 'history' section of each individual contact. Can someone please
tell me why I can't get the campaign responses to track as campaign
responses, all in the same place?
Thank you in advance,
Andrew Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61287
CRM 3.0 Outlook Client- Disable Email Tracking in CRM
Hi,
Is there a way to disable "track in CRM" only for emails from Outlook
client. Our client wants to be able to track appointments, tasks etc on CRM
but not the emails.
Any suggestions will be appreciated a lot!!
Isil Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61283
Dashboard Solutions
I am curious what enterprise wide dashboard solutions people are using. Can
anyone that uses dashboards significantly throughout their orgranization with
CRM tell me what they use? I know Business Scorecard Manager is MS's
solution, wondering what else people like.
--
Thanks,
Brian Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61282
Teams, Business Units, and Resource Groups equal to Current User
Microsoft CRM should allow you to select entities who's related Teams,
Resource Groups or Business Units include the current user.
Then you could create advanced find views similar to My Quotes, except they
would be "My Teams Quotes" where it is looking for Quotes with related owners
with related Teams that include the current user.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=d535ea60-e4a7-480b-8b40-6e85f8e534b9&dg=microsoft.public.crm Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61266
Where is Address Contact?
On the "information" tab in an account, there is an address at the bottom of
that window. Where is the "address contact" for that address?
In the "More Addresses" screen, there is an address contact field, but I
don't see that field on the "information tab" address. That doesn't make a
lot of sense (especially since this field integrates to GP).
Is there a way to add this field to that address section?
Brandon Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61264
CRM 3.0 Units vs Teams vs Territories Which to Use
We recently certified on CRM 3.0 and now have a major debate going on as to
what should be defined as a Business Unit, Territory or Team or even Site.
For example, we have two offices: east (also Head Office) and west. We have
a large sales group in the East office and groups of service staff:
consulting, professional, technical, infrastructure, training as wel as
Coporate (Finance,HR, Admin). We are a major IT Reseller and service
provider.
It has been suggested that teams should be more temporary or smaller
sections of units.
Any advice on what should be a business unit: just our offices or are these
territories or should we make each group: Sales (with their territory -
east, west), Professional Services, Consulting Services, etc. as a Business
Unit or are these teams.
Any help would be appreciated.
Thanks, Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61262
Security setting to restrict user from deactivating record?
Hi. Can anyone tell me what setting to use to restrict a user from
deactivating a record in MS CRM 1.2? The user is already set up with no
delete priviledges.
thank you...Kim Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61258
CRM3 Enable Merge feature in Custom Entities
In CRM 3.0 is it possible to create the necessary system relationship in
custom entities so that the merge feature is available to them?
I see that for system entities like Contacts there is a many-to-one
relationship back to Contacts, schema masterid, used for the Merge
functionality. This type of relationship cannot be created manually. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61257
Script Error on Quote
Hello,
When I open a quote I get three script errors.
Line 527, char 1, Error : syntax Error, Code 0
Line 665, char 163, Error: Expected '}', Code 0
Line 516, char 72, Error: Object expected, Code 0
We haven't altered these pages.
Thanks in advance,
Loreeta Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61256
Going off line.
Is becoming a major problem.
The most common error:
"An unknow error has occured. Retry the acton. If the problem Persist....."
The second.
"The underlying connection was closed...."
(This was made better for most users by having the asp time out bumped up
3x. for most users but not all.)
I can't find any error in any logs anyplace....
Any ideas?
(all these clients have access to online at is fast and responsive everytime
outlook sync fails!) Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61255
Workflow Email - Controlling the FROM email address
I have a workflow created (v3) that sends an email at a certain date.
CRM sends the email from the entity owner. I would like the email to
be from a more generic email address (ie generalsupport@xxx.com). Is
there a way to do this? It could be a constant for every email in the
worklfow. There seem to be no controls on the FROM aspect of the
email.
Thanks Heather Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61254
CRM should let me create custom fields in batch
Hi,
With MS CRM v3.0, when we have a group of fields to create, it would be
faster to be able to enter the list and then submit the list for processing.
Thank you.
Felix.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=43b994da-809b-4c73-bd94-d66e528800c9&dg=microsoft.public.crm Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61250
Visual changes of the forms?
How do I change the way the form displays? Like a font change, or change
ofhte default sizes of the text boxes? Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61247
Display account code on contact form header
Hi,
On contact forms (and other objects related to an account) I want to show
the value of the parent account number. I'm not sure about the syntax to find
the value of the parent object using Javascript. Anyone else done this or
could give me a pointer please.
Regards
PeteC. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61243
Error in CRM Upgrade - URGENT
i have crm 1.2 installed. i did 6 columns addition to Account form.
however i was trying to install CRM 3.0 today and during upgrade
installation failed with following message.
11:39:53| Info| Microsoft CRM 3.0 Server Setup Failed.
11:39:53| Info| Microsoft CRM 3.0 Server Setup Setup did not complete
successfully.
==================================================
Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed.
Exception has been thrown by the target of an invocation.
The object 'DF_AccountBase_SecurityDescriptor' is dependent on column
'SecurityDescriptor'.
ALTER TABLE DROP COLUMN SecurityDescriptor failed because one or more
objects access this column.
==================================================
please help in upgrade process, if there is any hidden or un documented
things which i should take care before upgrade. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61241
Wizards not working (Add user, Add Computer, configure internet et
Since installing and uninstalling CRM 3.0 on a sbs 2003 server with ISA2004,
I am unable to run any of the wizards... They bring up the introduction page
about what each wizard does, but then on clicking "Next" the wizard crashes
out with "Instruction at "0x000b9098" referenced memory at "0x000b9098" The
memory could not be "Written" ".
Any ideas? Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61240
Create private contacts accounts
Within security I have global read on contacts. However I would like to make
some contacts Business Unit only access. I know sharing can do this, but
when managing over 4 million records, sharing becomes to cumbersome. I would
like the ability to "Make Private" a contact or account or any object
similarly to the Outlook function on appointments.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=4fc29569-5d5b-4243-bb49-d7a23e53736a&dg=microsoft.public.crm Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61239
Outlook Client Inbox folders
I have installed several CRM 3.0 outlook clients (desktop) without an issue.
They all were installed fresh and were not upgrades from 1.2. The exsisting
email was an exchange account. When the client installed, it created a new
folder tree called Microsoft CRM. The only folders below it were specific to
CRM as I would expect.
Now I go to install an outlook laptop client. The email account is a pop3
account. On when I install the client, it again adds a new folder tree
called Microsoft CRM, but this time, it also includes mail account type
folders (i.e. inbox, outbox, sent items, drafts, etc.) underneath it. Is
this expected? Directing email to one or the other folder tree is easy, but
my users will be very confused. I guess I need a little help knowing what
the best practice is???
Tim Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61234
Error when trying to get Activities and History of Account, smells like Bug
I have two Accounts, that I get an error, every time I try to reach
their activities and history!
The error message comes like :
An unhandled exception was generated during the execution of the
current web request. Information regarding the origin and location of
the exception can be identified using the exception stack trace below.
ActivityPointerWebService.RollupByObject
[SoapException: Server was unable to process request.]
System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage
message, WebResponse response, Stream responseStream, Boolean
asyncCall) +1496
System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String
methodName, Object[] parameters) +217
Microsoft.Crm.Platform.Proxy.ActivityPointerWebService.RollupByObject(Guid
rollupById, String rollupByName, RollupType rollupType, QueryBase
queryExpression) +148
Microsoft.Crm.Application.SMWrappers.ActivityPointer.RollupByObject(Guid
rollupById, String rollupByName, RollupType rollupType, QueryExpression
activityQueryExpression) +45
Microsoft.Crm.Application.Platform.ActivityPointer.RollupByObject(CObjectName
gridObjectName, RollupType rollupType, QueryExpression
activityQueryExpression) +119
Microsoft.Crm.ApplicationQuery.ExecuteActivityAPI(String api) +233
Microsoft.Crm.ApplicationQuery.ExecuteAPI(String queryApi) +2726
Microsoft.Crm.ApplicationQuery.GetViewData() +91
Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.GetDataXml(QueryBuilder
qb) +189
Microsoft.Crm.Application.Controls.AppGridDataProvider.Execute()
+156
Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.Execute()
+4
Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter
output) +229
Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter
output) +525
Microsoft.Crm.Application.Components.UI.DataGrid.RenderInnerHtml(HtmlTextWriter
output) +471
Microsoft.Crm.Application.Components.UI.DataGrid.Render(HtmlTextWriter
output) +125
Microsoft.Crm.Application.Controls.AppGrid.Render(HtmlTextWriter
writer) +128
System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243
Microsoft.Crm.Application.Controls.AppAreaPage.Render(HtmlTextWriter
output) +427
System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243
System.Web.UI.Page.ProcessRequestMain() +1926
I had a Profiler running on the background the other day, and it seems
that while rolling up, the system makes a temporary table, that stores
all activities rolling up activities that belongs to contacts of
account, too.
But, here come the big BUT.
When you have an activity like email, that you have in To: ContactA
and in Regarding: AccountA (of ContactA) , then this Rollup fails, with
a primary key violation on the temporary table.
I suppose that when you Rollup Activities for the Account, the same
activity regards the ContactA and the AccountA.
Any Suggestions ?
Any HotFix ?
Or should I fix it the hard way (dig in the DB)?
Regards Elias Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61233
Case Billing
Hello,
I'm trying to work out how to bill for the time spent on a case. I can
generate a report showing closed cases and the time spent, but I need to
exclude them from future reports so the time isn't billed twiced. I noticed
there is an "isbilled" field on the case (incident) record. How does this get
set?
Sorry if this is trival question but I'm new to CRM.
Thanks,
Darren Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61216
Japanese Version of MSCRM
Hi folks,
I have a few questions regarding MSCRM3.0 for a client in Japan:
1. I have heard that the the Japanese version of MSCRM3.0 will be
released in Japan in September 2007. It has already been released in
the US. Is there a way a partner can buy it from the US for a client in
Japan?
2. My second question is: On the same screen, the user needs to input
data in English script on one field and Japanese script on another
field?
3. My client's database is Oracle. Since Microsoft does not support
Oracle, I can convince them to migrate to MS SQL Server. How should I
go about this one time or miltiple migrations from Oracle to MS SQL
Server?
4. Does MSCRM3.0 support Double byte data? (since they will be using
the Japanese version) What are the pitfalls of this? In my opinion
since everything is NVARCHAR, the database should be able to support
double-byte characters. Has anyone encountered any issues with the
same?
Would appreciate your response.
Thanks,
Alice. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61215
Hosted CRM 3.0 Setup on All-In-One Server
Hey Guys,
I get the following error when attempting to install CRM 3.0 on an
All-In-One server. This is in the "Hosted CRM deployment guide" on page 28
"Run CRM Stage 1 Setup". I removed the preinstall switch since this seemed to
cause another error -2 and it goes further but still bombs out with the error
below. This is only the bottom art of the log file. I could send the whole
file if needed via mail.
Could someone please let me know where the wheels are falling off.
10:21:55|Verbose| Method exit:
Microsoft.Crm.Setup.Server.ServerSetup.Terminate
10:21:55| Info| === Managed setup logging stopped: 5/29/2006 10:21:55 ===
10:21:56| Info| === Setup bootstrap logging started 5/29/2006 10:21:56 AM
===
10:21:56| Info| Bootstrap version: 3.0.5300.0.
10:21:56| Info| User: Administrator.
10:21:56| Info| Managed Setup exited with code 0.
10:21:56| Info| === Setup bootstrap logging ended 5/29/2006 10:21:56 AM === Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61214
Account in Contact - Laptop Client
Hello,
in my Outlook (laptop Client) are all CRM contacts. But the field "account"
is not synchronized. How can I change this?
greetings,
Stefan Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61212
CRM token Limit
Hello,
the CRM Token is limited (e.g. 0000 - 9999). What happends when I send a
eMail after 9999???
greetings,
Stefan Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61211
emails in the CRM queue
Hello,
I had eMails in my queue in CRM. I thought, there are only activitys...
Runs there something wrong? In which cases are eMails in the queue?
How can I set a status?
greetings,
Stefan Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61210
two copies of every email in crm3
Hi
Whenever a user sends an email message from within a crm3 account as an
activity, two instances of the original message subsequently appear in
"history." how do i ensure that only 1 instance of an email is kept?
many thanks in advance Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61209
Cannot upload rdl report to CRM 3.0 with SQL Server 2005 Rep. Serv
Although exisitng reports work fine with the SQL Server 2005 Reporting
Services back-end, attempt to add new ones always fail on "an error occured
while trying to add the report to microsoft crm"
Rdl file has been generated by Visual Studio 2005 own data source.
Accidentally, I tried to modfy existing reports with VS 2005. There are
problems with Data Sources.
As an example, Account Summary's DSAccntSmmryReport was transated with to:
declare @sql as nvarchar(4000)
set @sql = '
SELECT top 10 CAST(accountid as nvarchar(100)) as AccountID,
name, '''' as None
FROM (' + @CRM_FilteredAccount + ') as fa'
exec(@sql)
--------------
This is invalid syntax!
Thanks for help ! Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61208
Is Outlook CRM 3.0 PlugIn a joke or is it my failure???
Hi,
after very bad experience with CRM 1.2 I thought I would give CRM 3.0 a
second chance (and they will get a third one too). My first impression was:
Why are the Icons in the tree not the same as they are in the webfrontend!
Okay after this I started working. I thought that email tracking would be
great for me. So I started to add my email (I write them in Outlook) to the
Support Cases.
They were automatically added to the history - great!
I got the response (also added to the history) and answered. So from my
part, I think I am done with this. But CRM still has a new activity in my
queue - the answer from the customer!
Why doesn't CRM recognize that I have answered the email and delete (or
handle in other way) the activity in CRM?
- Next thing is that my Outlook is slow after I installed the CRM Client.
- I am not able to shutdown my computer if Outlook is still running!
I hope that someone can help me with this.
thx in advance
Bjoern Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61202
CRM 1.2 -> 3.0 Upgrade failure
Hi,
I am trying to get an install of CRM 1.2 upgraded to 3.0 but am running in
to some issues when I try to.
The installer fails with the following warnings and errors:
Warning: The indexes on the Microsoft CRM database are not consistent with
Microsoft CRM 1.2 indexes.
Warning: Discrepancies were found in the read-only metadata.
Error: Microsoft CRM 1.2 database export failed.
The installer log files has the following line:
14:09:13| Error| Check ExportXmlValidator : Failure: Microsoft CRM 1.2
database export failed.
We have previously been able to upgrade 1.2 to 3.0 successfully in our test
environment. Our database has also had no customizations or 3rd party
applications installed.
We have tried installing over the top of the machine with 1.2 installed and
also tried to install 3.0 on a fresh box pointing to the old 1.2 databases.
The installer finds the databases fine but continues to fail with the above
errors.
Any ideas? Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61198
Upgrade to 3.0 with named instance in SQL
So, I've read SQL instances are not supported for 3.0....
Now I am faced with the challenge of moving my SQL databases to another SQL
server using the default server and then moving them back after reinstalling
SQL? Here is my setup:
CRM Server has CRM 1.2 installed along with SQL
DC is seperate from CRM server
Does anyone know of any instructions on doing this? I've looked at the
redeployment tools, but believe they are directing me to start with a
seperate OU in AD?.? Thanks for the help. I would have thought the gurus at
MS would have thought of this.....
Thanks,
James Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61195
Sorting by more than one field...
Hi
I want to sort 'opportunities' in the 'all opportunities' view by more than
one tab. I.e by Owner and by Account. At present I can only sort by one tab.
Is it possible to sort by more than one as in Outlook?
Thanks Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61194
Web Discovery Service
Hi,
I'm having trouble setting up the Web Service on our CRM box. I have tried
to work out the reason why, but cannot find it at
I am able to find the web service @
http://<crmserver>/mscrmservices/2006/crmservice.asmx once I find it I change
the Web Reference Name to: CrmSdk
then Add Reference.
Unable to cast COM object of type 'System.__ComObject' to interface type
'EnvDTE.IVsExtensibility'. This operation failed because the QueryInterface
call on the COM component for the interface with IID
'{3C536122-57B1-46DE-AB34-ACC524140093}' failed due to the following error:
No such interface supported (Exception from HRESULT: 0x80004002
(E_NOINTERFACE)).
Any help would be greatly appreciated. Thanks
Then I get a pop up title:
Web Discovery Service
Unable to download following files from:
http://<crmserver>:5555/mscrmservices/2006/crmservice.asmx?wsdl
Do you want to skip these files and continue?
Obviosuly, if I accept I get just
crmservice.disco
crmservice.discomap
Other things that may or may not be relevant are when clicking on the hyper
links of the service ie. Create.. Update, in the 'Web services found at this
URL:' I get the following message. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61193
Disabling a Tab via Jscript
Hi,
I have a few custom tabs which I would like to disable upon certain
criteria. Is there any way of disabling an entire tab?
I do know you can hide it, but it leaves a huge gap in the tab title when
it's hidden.
Any advise is greatly appreciated.
Thanks. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61192
Creating appointments from workflow
Any ideas on how to handle the issue of not being able to create
appointment activities via workflow ? Is there a reason why Microsoft
has decided not to include such a fundamental and basis feature in the
workflow engine ? Any examples on how to bypass this issue ? Any
third-party products ?
Thanks
Nicos Papaioannou Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61187
How to create a filter to see sharing records
Hi,
With standard view you can see My_Active or All_Active records. You can't
assign a record to a team...
How I can see all records that other users share with me?
Seems I can't find anything in the filter related to Sharing...
Simple example: Each sales (user) has individual contacts but also there are
common contacts among them that they would like to see, share and update. How
I can filter contacts assigned to me and shared with me?
Thanks,
Eugene Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61186
Opportunity salesstagecode vs. stepname
Hi All,
Iâ??m working with a sales process that sets the Opportunity.salesstagecode
value to the appropriate sales stage as it progresses. This works fine until
the sales reps manually step backward in the sales process. As you know,
this backward step breaks the sales process automation. Therefore, the
salesstagecode value is never again updated by the sales process, which
breaks some reports that weâ??ve developed.
My question has to do with the reason for the salesstagecode picklist in the
first place. Iâ??m not sure I understand why it is there at all if the
stepname attribute is the only one that is accurate (being updated by the
change in sales stages regardless of the sales process automation).
Iâ??m pretty sure that Iâ??m just missing a subtle difference in these fields.
Is the Sales Stage picklist there for backwards compatibility? Is it there
to allow organizations to elect to indicate sales stages by simply selecting
a value instead of using the built in Sales Processes?
Thanks
J Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61185
Booking appointments on behalf of others.
Quite often I book appointments for others. When I do, CRM also books me in
for the appointment as well, even if I change the ownership and assign the
appointment to the proper user. The only way I havbe found to keep CRM from
booking me into the appointment is to remove myself as organizer. I would
like to be able to book appointments for others, and keep myself as the
organizer without CRM booking my time as well. Is this possible? Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61184
Reporting on Opportunities
Hi all,
Can someone please tell me how to properly link the following tables :
OpportunityBase
SystemUserBase
BusinessUnitBase
AccountBase
ContactBAse
The goal is to report all opportunities by account (regardless whether the
opportunity is attached to a contact or account)
My problem is that most people attach the opportunities to a contact and
even though the contact is attached to an account I can't get the account
name to display.
For all opportunities that are attached to a contact the account name is
<NULL>.
Here is what I got:
SELECT dbo.BusinessUnitBase.Name AS BusUnit, dbo.SystemUserBase.FullName AS
RepName, dbo.AccountBase.Name AS AccountName, dbo.OpportunityBase.Name AS Opps
FROM dbo.AccountBase RIGHT OUTER JOIN
dbo.ContactBase ON dbo.AccountBase.AccountId =
dbo.ContactBase.AccountId RIGHT OUTER JOIN
dbo.BusinessUnitBase RIGHT OUTER JOIN
dbo.SystemUserBase ON
dbo.BusinessUnitBase.BusinessUnitId = dbo.SystemUserBase.BusinessUnitId RIGHT
OUTER JOIN
dbo.OpportunityBase ON dbo.SystemUserBase.SystemUserId
= dbo.OpportunityBase.OwningUser ON
dbo.ContactBase.ContactId =
dbo.OpportunityBase.ContactId
I am fairly new to CRM and so is the sales team so nobody truly understands
how how the account/contact/opportunity structure works.
Thanks in advance for your help. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61183
Printing or Emailing a Quotation to a Customer
I have created Customers, Accounts, Price Lists, Product Catalog in CRM 3.0.
I create and activate a Quotation.
Now, how do I get this quotation to the customer?
Does Microsoft CRM allow me to define standard quotation templates, and send
them off to the customer?
I have gone through the online documentation, and my CRM books, and I can't
find any reference discussing how a customer gets the quote generated in
Microsoft CRM.
Surely there must be some way of automating the quotation layout & sending.
Thanks, Andrew. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61177
status for custom entity
I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ??
instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there
is a way to set those statuses directly. I couldnâ??t find any. So I change
them by modifying the exported XML file. It works but I still only have the
â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the
active and inactive states. Is it possible to customize the menu so that my
entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe
there is another way to solve this problem. Can anyone help me with this?
Thank you very much! Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61176
create a incident from a phonecall
Hello
I try to create a incident from a phonecall task. I need some data from de
phonecall.
(eg subject) but i have an error:Object reference not set to an instance of
an object
This is the code:
phonecall llamada = new phonecall();
llamada.activityid = new Key();
llamada.activityid.Value = new
Guid("{1C051B92-06EF-DA11-B02C-000D6155052C}");
string subject = llamada.subject.ToString();
how can i identify a phonecall and his data?
thanks Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61172
settings/rights required for report upload?
Hi,
i've just created my first report in the visual studio, using a tutorial.
When i'm uploading the report the following hits the screen:
An error occurred while trying to add the report to Microsoft CRM. Try
adding the report again. If this problem continues, contact your system
administrator.
I'm a system administrator role, the standard from the englisg CRM demo.
(Thats what i'm using within virtual pc 2004 to test CRM report
possibilities. (Restricted acces mode is OFF)
Why do i get this error message, are there more settings i should adjust
someplace?
Does it have anything to do with the fact that i'm making reports on a demo
CRM install (english standard demo server), where some components might be
missing?
thanks
Kas Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61171
array in a lookup field
Hello,
I need to select more than one contact from the lookup field, how can i do
that? I think it is with an array but how can i do that? That only alows me
to select one contact...
--
Regards,
Raquel Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61166
VAT in CRM 3.0 for non-programmers
Ok, I know this has been done to death over this newsgroup but no-one
has come up with an answer that I can use yet.
What I need is the functionality within CRM to calculate tax as a
percentage instead of a numeric value. We only have two rates at the
moment (17.5% and 0% - UK VAT rates) so it simply needs to be one or
the other. The problem lies in me not being a programmer. I can blindly
insert code that is given to me if I am told where to put it & don't
mind putting in a bit of work to do this.
Also, we are using the SBS CRM software that comes as part of the
Microsoft Action Pack as we are not a hugely high-profit company and so
we can't really afford to shell out large sums of cash to developers to
contract out the work. :(
Can anyone provide a solution that is simple to implement (even if it
is long-winded) and not hugely expensive?
Many thanks,
RobC. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61165
read receipt on crm e-mail
Hi,
How can we make read receipt enbaled in crm e- mail , so that we know
that if the customer has read the e.mail or not? Sometimes we have to
send important contract and we want to make it sure that customers have
read the e-mails.
any help or suggestion?
Aami Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61164
Activity view
The activity view whom is in the database from MSCRM 3.0 is not working, the
table activitybase is missing. Is there a solution for this problem, can we
maken the view ourself, and when we do that what is the join structure. Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61163
Can one use Microsoft CRM 3.0 SBE in a multi server environment
We are recommending Microsoft CRM 3.0 to a customer who has the SQL
Server database on one box, Exchange on another and the third box will
house the CRM Server. Can this server be SBS Premium with the CRM SBE
CALs?? Is this allowed? Or is it tied to the Win Server 2003? Any ideas
on this one?? Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61161
Registration process stops because of authentication issue
Hi,
trying to register a customers version 3 crm server and the
registration ends with an error saying it needs an internet connection
blah, blah, blah.
When looking through the crmreg.log file it specifies:
12:59:36| Error| The underlying connection was closed: Unable to
connect to the remote server.
The remote server returned an error: (407) Proxy Authentication
Required.
It is installed on SBS 2003 and has ISA 2004 running on it.
Any ideas of how to get through the firewall or provide authentication
details as part of the registration process?
Thanks,
Chris Tag: SQL 2005 SP1 and CRM 3.0 Tag: 61158
"matth" <matth@discussions.microsoft.com> wrote in message
news:ACDD48F8-33A8-4DE0-B4D5-B770E9F9C79E@microsoft.com...
> Is it compatible? Are there issues?