CRM 3.0

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Offline synchronization problem I have an Outlook offline syncronization problem. After going offline earlier today, I looked at my Activities list and found that it was not updated correctly. Activities that have been closed were still showing as open. Some current open activities did not show up on the list. Also, some of my new leads are not synched offline, among other issues. Anyone have this problem before and know what is causing it? Thanks, -Rick Tag: CRM 3.0 Tag: 66208
  - 2
    - lost accounts to contacts relationship After upgrading from 1.2 to 3.0 I lost all my relationships between account to contact. Did I miss a step in upgrading our test server? Sorry...Newb. Tag: CRM 3.0 Tag: 66206
  - 3
    - Unit Groups We sell licensed software modules that come with annual licensing and maintenance. Suggestions on how to set up unit groups? "Each" for the Product? "Year" for the License (with a 3-year being a selection)? Thanks. regards, ungaio Tag: CRM 3.0 Tag: 66203
  - 4
    - Outlook Offline I recently purchased the book: "Working with Microsoft Dynamics CRM 3.0" We are running Small Business Server premium edition. I installed SQL server 2000 and sp4 on the server today and also installed the trial version of CRM 3.0 to determine if we are going to purchase. Now, when I open outlook, i have a message that says outlook is offline. What is causing this to occur? Tag: CRM 3.0 Tag: 66201
  - 5
    - Oh No! Rollback Published Customizations Ok, here is what happened. We have been working on a major change to the default form for the lead entity. They had not yet been published. Another admin created a new view within the lead entity, and published. This pushed all of the pending customizations to the lead entity. Is there anyway to rollback these customizations? We dont have a "customization file" as I have seen referenced here other places. Tag: CRM 3.0 Tag: 66200
  - 6
    - Service component as internal IT helpdesk tool. We are expanding our internal IT helpdesk and have just recently deployed CRM 3.0. I would like for my IT helpdesk staff to use the Service component of CRM as our ticketing system. One major obstacle is that all cases must be assigned to either a contact or an account. As my helpdesk's customers are actually employees of the company, we would need to creat contact records for all employees, duplicating their user records. Is there a way to associate a case with a user? Or, is there a way to import employee data from AD as contacts? Also, any insight to using CRM Service module as an internal helpdesk ticketing system would be much appreciated. Thanks! Tag: CRM 3.0 Tag: 66198
  - 7
    - Outlook on Terminal server I want to follow the How to Deploy the Microsoft CRM 3.0 Desktop Client for Outlook Using Windows Server 2003 Terminal Server to rollout 10 users that will use the Outlook CRM client on TS 2003. I edited the terminstall.cmd file to reflect the correct paths in the 3 different locations. But when I try to manually launch the file it does nothing. If I add a pause statement to the end of the file, it give me a message hit any key to install. I hit any key and it just goes away. I am testing as a domain admin user directly on the ts via RDP. Any thoughts? Thanks, Tag: CRM 3.0 Tag: 66195
  - 8
    - Workflow EMail How does CRM decide what email to use as a 'Sent From' when an email is sent by a Workflow rule? And is there a way to control this? Tag: CRM 3.0 Tag: 66194
  - 9
    - remove server license hi, i have a customer who has a wrongly entered server license. The correct one is now entered so he now has 2 server licenses. I want to remove the wrong one but can't see a way to do this....any ideas? If i click new or upgrade license the 2 licenses don't appear in the dialogue list box in order to be removed. -- regards, Mark Tag: CRM 3.0 Tag: 66193
  - 10
    - Sales Process Workflow Is there a way to delete a Sales Process workflow? I know how to cancel it, but I would like to remove a wrongly selected process from the opportunity record. Tag: CRM 3.0 Tag: 66190
  - 11
    - Invoice, Quote etc templates... Hi Guys, I am pretty new to CRM and have been evaluating it for a good few days now. So far, its looking good but am unsure about a few areas.. Firstly - is it possible, and has anyone done so - to customise/template the invoice print availability or is that best way to do this via some form of mail merge to an tempalte within WORD etc? Is it possible to generate a template within word which is then mailed to the account holder when requested within CRM> Any ideas appreciated. P Tag: CRM 3.0 Tag: 66189
  - 12
    - WEB Classes on MS CRM 3 for end users Are there WEB classess for end users out there? Tag: CRM 3.0 Tag: 66188
  - 13
    - CRM Outlook error We are getting errors in the CRM Outlook client that seems to indicate that the user cannot authenticate with the web server. Tracking e-mails works OK, but when the user clicks "Regarding" to assign the email to an account (not the contact it was sent to), a "red-x" CRM error page comes up that says "An error has occured". The event log has errors that indicate a bad username and password. Loading CRM from IE works fine - no login box comes up. I have had her clear all passwords and clear the IE cache, but the error still shows up. It apparently started after the user changed her password. What can I check to try and resolve this? Thanks, Don Tag: CRM 3.0 Tag: 66187
  - 14
    - Cannot Publish Customizations I'm having an issue publishing my customizations. When I go to deploy and get to the point of picking my web server nothing is listed. When I go to add the web server the dialog box comes up like it's trying to find it but then never returns with anything. It just becomes totally unresponsive, no errors or anything. Deployment manager just appears to freeze up. I am on CRM 1.2 and I read a knowledgebase article that mentions something about .NET 2.0 might be causing this and possibly Update Rollup 2 would fix this issue but it refers to the beta. It was on the MBS knowledge base and it was article 898566. Anyone know what this problem is and would Update Rollup 2 fix it? -- Nick Tag: CRM 3.0 Tag: 66186
  - 15
    - Setting a calendar field to disabled Hello I have a date field called "followupby". Once the user selects a date then saves the form, I need the field to be disabled so the user can no longer select another date. I have set the code in the onsave event to: crmForm.all.new_textfield.disabled = true; I have also tried: crmForm.all.new_textfield.readOnly = true; but when I publish and test, the calendar button is still available to user. What have I done wrong? Tag: CRM 3.0 Tag: 66184
  - 16
    - Setting a calendar field to disabled Hello I have a date field called "followupby". Once the user selects a date then saves the form, I need the field to be disabled so the user can no longer select another date. I have set the code in the onsave event to: crmForm.all.new_textfield.disabled = true; I have also tried: crmForm.all.new_textfield.readOnly = true; but when I publish and test, the calendar button is still available to user. What have I done wrong? Tag: CRM 3.0 Tag: 66183
  - 17
    - Listing of Fields that synchronize between Outlook Contacts and Microsoft CRM Does anyone know if there is a listing of the fields that synchronize between the Outlook Contacts and the Microsoft CRM Contacts once the contact synchronization is turned on via the Outlook Client? Jack Bender Tag: CRM 3.0 Tag: 66179
  - 18
    - CRM Error - String value contained unsafe data for 'oname' paramet Hello When a user replies to an CRM email, clicks the "reply" button or the "reply all" button, clicks in the body of the email message and clicks "insert template", this error appears. This does not happen every time, and happens to various users. Does anyone know why we would get this error? Tag: CRM 3.0 Tag: 66176
  - 19
    - customize the entity navigation pane Hey, I want to customize the entity navigation pane. Currently, I know only that I need to change the isv.conf to do it, but here my trouble has begun. I exported the isv.conf and imported the same file directly, but an error message appears and so I can't import it. It wouldn't make sense to post the error message, because I'm using a German Version of Microsoft CRM. The message says in German, that the file couldn't become imported, because of the file's format. Properly, I have damaged an imported file in the last days by an other task. Can somebody give me an isv.config file without error so that I can import it? cheers! Julian Tag: CRM 3.0 Tag: 66171
  - 20
    - No quick create option for cases? Would anyone be able to tell me why quick create works for all other entities but not cases? This is when you click the 'Regarding' button in Outlook. Thanks, Simon Porter Tag: CRM 3.0 Tag: 66170
  - 21
    - Phone Call Parameter Hi I have one simple Question. Is it possibel to genrate Links that fill my Phone Call Form. For example something like this http://crm/activities/phone/edit.aspx?Subject="Test"&PhoneNumber="123456789" My Problem ist I need Form that contains certain Information, but the user not always create this activities. So my Application has to check if, the user change something. When he change nothing i had to remove the activity, else i think i get a huge amount of activities that nobody need. Thank you for help Tag: CRM 3.0 Tag: 66169
  - 22
    - add GENDERCODE to leads We implemented MS CRM some time ago, and now we come across some minor issues... one of them is: why can't we add the GENDERCODE to a lead?? is there a way to do it (easily) or can we better forget about it??? Tag: CRM 3.0 Tag: 66168
  - 23
    - CRM Mobile 3.0 Swedish When will this be available from Microsoft? Timeplan? Regards, Jan Berggren Tag: CRM 3.0 Tag: 66167
  - 24
    - Server Error in '/' Application. Dear all, Out of a sudden, I'm unable to login to a production server using the default account used for installation. Any help would be appreciated! Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Object reference not set to an instance of an object. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.NullReferenceException: Object reference not set to an instance of an object. Source Error: 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. Stack Trace: [NullReferenceException: Object reference not set to an instance of an object.] Microsoft.Crm.Application.SiteMapCache.GetDefaultUserSubArea(User user) +20 Microsoft.Crm.Web.Loader.ConfigurePage() +154 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: CRM 3.0 Tag: 66166
  - 25
    - service activity doesnt appear in"Activity" of Cases When we create service activity in cases , it doesnt appear in activity of case. Although all other activities appear in activity and history. Anyone can check it in system ? What can be the reason ? Thanks Aami Tag: CRM 3.0 Tag: 66165
- Next
  - 1
    - Problems with importing I am busy importing data into CRM V.3. I have converted an access database into csv. format and I have two files, one for accounts and one for contacts which are ready for importing. I am logging into CRM remotely and I am also running a virtual machine which I am using to test the import process. I have decided to import the contacts first and I converted the file to txt format, I then dragged the file across to the virtual machine and I successfully imported the 2000 odd contacts. When I atttempted to remotely import this file into CRM I received an error message stating that the source import file was corrupt. I saved this file in Unicode format and I was still unable to import the data successfully. I did notice that the file had changed after I had dragged it from the virtual machine. I am now attempting to import only a portion of the contact database, using only Salutation, Name, Last Name and Telephone Number, however I receive the following error message "The same microsoft CRM field has been mapped to a source field. Please map the fields to a unique source field." When I try to import this exact same file in the virtual machine the import process is successful. I am unsure where I am going wrong and any assistance would be greatly appreciated. Many Thanks Mark Braithwaite Tag: CRM 3.0 Tag: 66164
  - 2
    - picklist Hello If a type of an attribute is picklist users can't add value that not in the list , i don't want to give access to change attributes , please help me with it ... for example my list is 1. Red 2. Blue 3. Black user wants to add white i don't want to give access to change attributes or force user ask for help from administrator Tag: CRM 3.0 Tag: 66163
  - 3
    - Profile-space exeeded after desktopclient installation Hi, is there any way to change the path for the metadata.xml file after installing the CRM desktopclient??? We've got the problem that the profile space exeed after installing the client because of the 3.5MB metadata.xml! Thanks! Tag: CRM 3.0 Tag: 66162
  - 4
    - Creating an opportunity product through .Net Hi, I was trying to create a new opportunity product using callouts. The problem i face is that the opportunty to which i require to create an opportunity product is also created in the same callouts. Althought the opportunity seems to be getting created I am unable to attach an opportunity product to the created opportunity. I have also tried using an ASPX page instead of callouts but that does not work either. The same error persists. The error description is as follows: 1) On the creation of the opportunity product using the webservice Create function, the exception says "The opportunity id is missing or invalid ". The error persists on hardcoding the opportunity id as well. The same seems to be working for the creation of order and order product. Any code snippet available for this will help. Thanks Tag: CRM 3.0 Tag: 66158
  - 5
    - Closing current screen before open a new one? Is there a way to configure CRM 3.0 to have it close its current screen before it opens a new screen, IE, contacts in Account entity.? Thanks. Tag: CRM 3.0 Tag: 66150
  - 6
    - Workflow email action not available for campaign response I am trying to create workflow to notify an owner when a Campaign Response is created (or assigned). When trying to specify the workflow rule actions, email isn't available from the menu. Tag: CRM 3.0 Tag: 66148
  - 7
    - Customize Entities - Relationships - Mappings Hi I created a new mapping between Account and Contact. It doesn't work well. I need to delete it. But the "Mappings" option inside Account/Contact relationship is no more available. How can I access this mappings again ? -- Andrea Campelo TECNOATIVA Tag: CRM 3.0 Tag: 66145
  - 8
    - Send mail not working (created in C:\Inetpub\mailroot\Badmail) I have created a virtual installation with one DC with exchange and one server with MS CRM. Sending mail between users in outlook works fine but when sending mail from web client to a internal user doesn't work. The email is created in C:\Inetpub\mailroot\Badmail. Do i need to configure SMTP virtual server or am i missing something? Tanks // Mats Tag: CRM 3.0 Tag: 66140
  - 9
    - Knowledge Base in Outlook Client Does anyone know how to get the Knowledge Base into Outlook Client? I tried removing the Client="Web" in Sitemap.xml...did not work. Thanks, -- -Nick Tag: CRM 3.0 Tag: 66138
  - 10
    - Adding custom view to account entity This is a multi-part message in MIME format. ------=_NextPart_000_003C_01C6BBC7.5F9E6560 Content-Type: text/plain; charset="Utf-8" Content-Transfer-Encoding: quoted-printable I have a custom view that I would like to add to the navigation pane = (under details) of my account entity. How do I accomplish this? Thanks. ------=_NextPart_000_003C_01C6BBC7.5F9E6560 Content-Type: text/html; charset="Utf-8" Content-Transfer-Encoding: quoted-printable =EF=BB=BF<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; charset=3Dutf-8"> <META content=3D"MSHTML 6.00.2800.1543" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff>I have a custom view that I would like to add to = the=20 navigation pane (under details) of my account entity. How do I = accomplish=20 this?<BR><BR>Thanks.<BR><BR></BODY></HTML> ------=_NextPart_000_003C_01C6BBC7.5F9E6560-- Tag: CRM 3.0 Tag: 66137
  - 11
    - newb - multiple fields on one attribute I have a request for crm 3.0. The request is to have one attribute like "price" but 3 fields to input 3 different prices into the system. The reason: They want to put up to 3 products into a quote and 3 prices to match. Can this be done in CRM 3.0? Tag: CRM 3.0 Tag: 66133
  - 12
    - Creating new contacts from account -problem I was reading couple of posts but culdnt find any solution. whenever i create new contact from account , i get the error "The parameter is incorrect". I have checked the mapping between account and contact and i dont find anything different . anyone got this to work? regards and thanks Aami Tag: CRM 3.0 Tag: 66132
  - 13
    - Outlook functionality vs. IE Client - Document Available? Is there a document available that outlines the functionality included in each client? For example the KnowledgeBase is only available in the web client. It would be helpful to have a document that outlines the differences in the clients. Thanks Tag: CRM 3.0 Tag: 66131
  - 14
    - Sending E-Mail through CRM Web Hi, I have CRM 3.0 installed on one server, Exchange on another. During setup, I specified my SMTP server as the Exchange server. When I attempt to send an email I get an Invalid Association Error. I set the config file to show more details on the error and all I'm getting is "System.Web.Service.Protocols.SoapException: Server was unable to process request." The source error shows an unhandled exception, and the stack doesn't provide much help either. I found a KB article referencing this error that listed the cause as port 25 being blocked by antivirus software. I verified that I can telnet into port 25 of my exchange server. I also turned max logging on the exchange server to see if I could get more details. The exchange server doesn't even show it as accessed from the CRM Server. Any suggestions???? Tag: CRM 3.0 Tag: 66129
  - 15
    - Upgraded to 3.0 lost notes Hello all, I've just upgraded from version 1.2; running on Windows 2003 standard/Sql standard, sp4 version 8.0. The cases we had existing have lost all notes, however if there were documents such pdf or word files, those are still there. I have not installed the Exchange email router yet, nor did I have it installed previously. Is this needed for notes? If not is there a query I can run? Thank you. Tag: CRM 3.0 Tag: 66114
  - 16
    - Installation challenges Hi All, We're trying to install CRM 3.0 onto an SBS2K3 server. We've got Exchange 2K3 running, fully patched everything yesterday to get SBS SP1 installed, although the Exchange server is on SP2. WSS is installed and running, as is SQL 2000, patched to SP4. When installing, everything ran just fine until we got right to the end - at that point, an error was generated: The group 'NT AUTHORITY\NETWORK SERVICE' already exists in the current database. The installation then fails (retrying gave the same error at the time, so I hit cancel and the install aborts). Since it was getting a little late (1:30 or so) I decided to give it another run today. When I run the Environment Diagnostics Tool I get the following error: Version string portion was too short or too long. At that point apparently we're done. We do have program entries on the start menu,a nd a couple of new databases on our SQL server, but errors galore if we actually try to do anything (as expected - the install failed, after all). Can anyone point me toward some things to look into? I'm ready to pick up the phone and purn a support case if need be, but thought I'd ask first. Thanks! Tag: CRM 3.0 Tag: 66108
  - 17
    - Authentication error on new install Hello, we have just installed CRM 3.0 SBE on our SBS Premium server. Using the Deployment Manager, we added some users to CRM. However, when those users try to go to our CRM site, http://everest:5555, they get an Authentication Error window from CRM. We also get an error when trying to use Outlook with CRM. What do we need to do to resolve this? Or where do we start looking? Thanks! Chester Tag: CRM 3.0 Tag: 66107
  - 18
    - MS CRM 3.0 and GMT datetime I'm working in a Norwegian company. We don't have any international offices, and we are in the Central European time zone. It seems that all activities are saved in GMT time. Is there a way to have these be saved in our time zone? Kaisa M. Lindahl Lervik -- *** SQL Server 2000, Analysis Services 2000 and Reporting Services 2000. Tag: CRM 3.0 Tag: 66106
  - 19
    - CRM 3.0, Outlook 2k3 and Live Messenger Is anyone else having the following issue? We are running XP clients with Outlook 2k3 SP2. We also use CRM 3.0 clients. The clients were running Microsoft Messenger without any porblems. A couple upgraded to Live Messenger. Now when we start Outlook on those client machines, it takes over 2 minutes to load. If you turn off Live Messenger Outlook starts up in under 10 seconds. Any ideas? Tag: CRM 3.0 Tag: 66105
  - 20
    - Usage of Relationship roles I'm configuring CRM to work for one of my clients that is interested in tracking how new introductions and work come into the firm. I think I should use the relationship roles functionality to define relationships between and existing customer contact and a new introduction or opportunity. Are relationship roles the way to do this? If so, how do I report on these relationships and where are they seen in the application after the relationship has been defined? Chris Tag: CRM 3.0 Tag: 66101
  - 21
    - Giving Clients Access to CRM Hello All, I have just started looking at Microsoft CRM to allow me to create one site to replace many sites/applications I have to manage my customers. Currently, I have a support ticketing system that works off SLA's. The customer can create new tickets and view past tickets. Management for that company can also view all tickets for the company. And, of course, my service engineers can add/update/close tickets when resolved. I have a sharepoint site which holds documents for each client. Currently, I don't give access to the client on this site, but would like for them to "view only" the documents I have on them. I started looking around for something better so I can give a "one-stop" experience to my customers, and give them the ability to see their quotes and invoices all in the same place. Microsoft CRM looks promising for the few hours I've read about it. But, before purchasing and installing, I wanted to check with you to see if it's really capable of accomplishing all these tasks, allowing me to give resticted rights to a client to log into CRM and see just their info, create new sevice tickets, etc., basically creating a customer portal. Any thoughts, suggestions, places to look for more info? Thanks for all your feedback. Tag: CRM 3.0 Tag: 66100
  - 22
    - Evaluating email tracking Hi, I'm trying to wrap my head around the email tracking function in MS CRM. I find the 'Track in CRM' behaviour very odd though. When choosing 'Track in CRM' in Outlook the email gets added to your own personal queue. From here though I can't really see anything you can do with it apart from convert it into an oppotunity. What if I want to convert it to a lead or maybe a case? I would of the thought the logical thing would be when you click 'Track in CRM' it would prompt you to associate it with an existing case, lead etc or create a new one and associate it with that. I also find it odd that if you do associate it with an existing case etc , the email still sits there in your queue. Sure you can delete the email from your queue but then it no longer appears in the history of the case you associated it with. I would be very greatful if someone could explain how it works exactly. Cheers, Simon Porter Tag: CRM 3.0 Tag: 66099
  - 23
    - language I am using microsoft crm 3.0 english version , data is in Hebrew , i would like to know how to change a b c (view all records) to hebrew letters and another question is : is it possible to import values to picklist field (and if it's possible how)? Tag: CRM 3.0 Tag: 66098
  - 24
    - Information on Customer Portal Hi. I have seen some documents which says that the CRM 3 comes with a customer portal but I cannot find any documents relating to the configuration etc. Please can someone point me in the correct direction. Thanks Paul Tag: CRM 3.0 Tag: 66097
  - 25
    - MS CRM installation Grant Database access action failed Good day! Does anybody ever encountered this type of installation error. Any ideas would be greatly appreciated as I am stuck on the error I'm installing MS CRM on two machines one MS CRM Server and one SQL Server. It says that it cannot find the SQLAccessGroup but it is already defined under the AD. Action Microsoft.Crm.Setup.Server.GrantDatabaseAccesAction failed. Setup could not complete this action. This might be due to the fact that there are multiple Domain Controllers and they have not replicated new Microsoft CRM information yet. If this is the case you have several options: 1. Goto the domain controller and manually force synchronization. 2 . Wait 15 minutes (typically) until the domain controller synchronizes automatically. 3. Click retry a few times until Setup finds a different domain controller that has the Microsoft CRM information. Windows NT user or group 'Domain\SQLAccessGroup{GUID}' not found. Check the name again. Tag: CRM 3.0 Tag: 66092

How do you access CRM data accross the Internet when you are not attached to
the domain that the CRM server resides on? Can this be done via Remote Web
Workplace on SBS 2003, or does it require that you be attached to the domain
either locally or by way of VPN?

Top

RE: CRM 3.0 by DavidWasserman

DavidWasserman
Thu Aug 10 20:17:02 CDT 2006

I was able to access CRM from across the web by properly configuring the
CEICW for Rome Web Workplace. I did not use VPN and it all seems to work
fine for me.

It was a while ago, so I may be missing a step here, give it a try and let
me know.

--
David Wasserman
www.grandconsult.com

"DougTX" wrote:

> How do you access CRM data accross the Internet when you are not attached to
> the domain that the CRM server resides on? Can this be done via Remote Web
> Workplace on SBS 2003, or does it require that you be attached to the domain
> either locally or by way of VPN?

Top