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- Previous
 - 1
 - Account Notes disappearing Hi all, I have a user (always the same) who keeps complaining that she cannot find Account Notes she had entered previously. Usually she only find the few most recent ones. I don't know whether she's doing something wrong or if there is a problem with the system and she's the only one using MS CRM frequently enough to run into that problem. I used Advanced Find but that doesn't help if the Notes are not there anymore! Has anyone encountered this before? Any help, tips to avoid this or back up Notes, suggestions would be most welcome. Thank you, Mohamed Tag: MS CRM Tag: 84618
 - 2
 - Authentication Error Hi, After I have installed and configure "Frontpage Server Extension" on CRM web site, I can not login which any account to MS CRM via web. The error msg display "Authentication Error : MS CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator. What's wrong with IIS ? Can anybody help me to resolved this serious problem ? Ps. I do environment diagnostic wizard, everything seem to be OK. Tag: MS CRM Tag: 84615
 - 3
 - Workflow pauses with "Access Denied" error I have made a custom assembly for a workflow to call and in my test environment it works fine but when I try to deploy it to the server I keep getting an "Access Denied. You do not have sufficient privliges to run...." error. My user is a domain admin with CRM System Administrator role assigned to him. When I run the code from a windows app, it runs just fine, but when I put it into an assembly and let the workflow handle it, I get the error. I tried signing the assembly, I recompiled it from the production environment, still nothing works. Any ideas??? I am at a loss. Thanks for any help! Tag: MS CRM Tag: 84614
 - 4
 - Best Practices on where to store User Contact Information Does anyone know if there is are Best Practices for where/how to store User contact information in a mixed, Desktop/Laptop client environment? Hereâ??s the issue as I see itâ?¦ â?¢ If you have a copy of your CRM User(s) information in your Outlook contacts, you run the risk of the mix-ups in tracking inbound emails in CRM, appointment creation and scheduling, etc.. â?¢ If you donâ??t have User contact info in Outlook contacts, then I see some issues if you are an offline/off-the-web laptop CRM client. o If you logged onto the laptop, then you can find user contact information in the Outlook Global Address Book but this raises a couple of issues/questions ï?§ CRM User and Exchange/Outlook Global Address Book are not synchronized â?? if someone changes their CRM User contact information, it will not be reflected in the Global Address Book ï?§ Global Address Book information does not synchronize to peopleâ??s cell phones (Pocket PCâ??s running Windows Mobile, syncing with our Exchange). This means that our Users cannot look up contact info for their coworkers to phone them or send them emails. This would be a major stumbling block for my users. I am sure I am not the first to run into this issue. Not so bad if you only have a handful of users, but it could be miserable with thousands. Pat Tag: MS CRM Tag: 84613
 - 5
 - Delete all server data We need to delete all the server data in crm. All accounts, contacts, activities, sales data etc but we have to keep all customizations and custom entities. Remind that we have also several outlook laptop clients that go offline with their crm. How to do this? Delete all data in crm manually?? Does the synchronisation delete all this records also in the local database on the laptop? Give the server a new database after we did export all customizations? How do we get the new database on the outlook client afterwards? Uninstall outlook client and install again? Tag: MS CRM Tag: 84607
 - 6
 - Email Templates - Advanced Requirements Does anyone know how to get cross entity information into a standard email template? Our client wants to be able to be on the Account and send an automatic email that goes direct to the primary contact and pulls in the owner information lists all the open Opportunity information for that account. Much like a Invoice mail merge pulls all the related Product information onto it as line items. They also want it pretty and customer facing? Has anyone done soemthing like this or have a tool or code or customization to leverage the features of the email template and merge field capabilities in this advanced way? Tag: MS CRM Tag: 84606
 - 7
 - Quick Create Products Hi Is there a way to set up CRM so that Products do not have to be created in the Product Catalog area in Settings but can be created from the Products area in the Sales Module or may be through a Quick Create Form when using the Lookup Button to add products to an Opportunity, Quote and Order. I am not sure if this possible and how this will affect pricing. I am sure that someone must have requested this funtionality before. Any ideas? Thanks alot Tag: MS CRM Tag: 84602
 - 8
 - Quick Create Products Hi Is there a way to set up CRM so that Products do not have to be created in the Product Catalog area in Settings but can be created from the Products area in the Sales Module or may be through a Quick Create Form when using the Lookup Button to add products to an Opportunity, Quote and Order. I am not sure if this possible and how this will affect pricing. I am sure that someone must have requested this funtionality before. Any ideas? Thanks alot Tag: MS CRM Tag: 84601
 - 9
 - SQL to CRM Hello, I would like to know how to make the product in the SQL database table be visible from the CRM Thanks in advance Tag: MS CRM Tag: 84598
 - 10
 - Created by for an account! Is it posible to show the person who created the account when anyone opens it though its changed the owner? if yes, how? thanks in advance Tag: MS CRM Tag: 84597
 - 11
 - Navision 3.7, CRM 3.0 SQL server 2000 on same server Hello, Can we installed Navision 3.7 and CRM 3.0 and SQL database server 2000 on the one (1) same server for 20 users? if yes then what will be system requirments? regards, Danish Tag: MS CRM Tag: 84596
 - 12
 - Auto Emails through Workflow Dear All, I need to make a workflow on CASE Assnign: If the severity level is high then email should go to specific position role like "Vice president sales" or "Customer Relations Manager" or both, not name If the severity level is medium then email should go to the manager of the creator and in any condition email notification should to the person to whom the case is assigned, to Account manager I tried several ways but couldn't make it yet Kindly help Tag: MS CRM Tag: 84594
 - 13
 - modify the existing Account Summary report This is a multi-part message in MIME format. ------=_NextPart_000_000A_01C7B9A2.49AFFFA0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi all, =20 My goal is to modify the existing Account Summary report. As a first = step I have tried to simply (or it seems not so simply) save the = existing report and sub report .rdl files and then re-import them into = crm-reports (new name) using the crm interface. =20 I get a generic Microsoft CRM Error - 'An error has occurred. For more = information contact your system administrator' Can anyone help with this one please? I however can import the reports directly into the report server and the = new Account Summary report runs fine but of course without the CRM pre = filtering. Taking a step further and opening the reports with vs2005 I have run = into many more problems that some other posts have helped with ie An = error occurred while executing the subreport 'subreport1': The report = parameter 'CRM_FilterText' is read-only and cannot be modified. Thanks = to a post by Edmar for help with this one. =20 =20 Another problem when trying to preview the report in VS is - = "[rsFieldReference] The Group expression for the list 'list1' refers to = the field 'AccountID. Report item expressions can only refer to fields = within the current data set scope or, if inside an aggregate, the = specified data set scope." =20 This is of course caused by the field AccountID not being visible = because of the the sql built expression in dataset: DSAccntSmmryReport declare @sql as nvarchar(4000) set @sql =3D 'SELECT top 10 CAST(accountid as nvarchar(100)) as = AccountID, name, '''' as None FROM ('=20 + @CRM_FilteredAccount=20 + ') as fa' exec(@sql) Does anyone know a way around these problems? Should I be using VS 2003? I am using SQL Server 2005\CRM3 =20 Thanks in Advance Daniel Beale BEng Business Systems and Software Development Engineer ------=_NextPart_000_000A_01C7B9A2.49AFFFA0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.6000.16414" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY> <DIV> <SPAN=20 style=3D"FONT-SIZE: 11pt; FONT-FAMILY: 'Verdana','sans-serif'">Hi = all,<SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'"><SPAN=20 style=3D"mso-spacerun: yes">   <?xml:namespace prefix = =3D o ns =3D=20 "urn:schemas-microsoft-com:office:office" = /><o:p></o:p> <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'"><o:p><FONT=20 face=3DArial size=3D2></o:p> <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'"><FONT=20 face=3DArial> My goal is=20 to modify the existing Account Summary report.<SPAN=20 style=3D"mso-spacerun: yes">  As a first step I have tried = to simply=20 (or it seems not so simply) save the existing report and sub report .rdl = files=20 and then re-import them into crm-reports (new name) using the crm=20 interface. =20 <o:p></o:p> <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'"><FONT=20 face=3DArial>I get a generic Microsoft CRM Error =96 = =91An<SPAN=20 style=3D"mso-spacerun: yes">  error has occurred. <SPAN=20 style=3D"mso-spacerun: yes"> For more information contact = your system=20 administrator=92<o:p></o:p> <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'"><FONT=20 face=3DArial>Can anyone help with this one=20 please?<o:p></o:p> <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'"><FONT=20 face=3DArial>I however can import the reports directly = into the=20 report server and the new Account Summary report runs fine but of course = without=20 the CRM pre filtering.<o:p></o:p> <FONT=20 size=3D2><SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'">Taking=20 a step further and opening the reports with vs2005 I have run into many = more=20 problems that some other posts have helped with ie <SPAN=20 style=3D"mso-spacerun: yes"> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'">An=20 error occurred while executing the subreport 'subreport1': The report = parameter=20 'CRM_FilterText' is read-only and cannot be modified. Thanks to a post = by Edmar=20 for help with this one. =20 <o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><o:p><FONT=20 face=3DArial size=3D2> </o:p> <FONT=20 face=3DArial><SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'">Another=20 problem when trying to preview the report in VS is =96 =93<SPAN=20 style=3D"FONT-SIZE: 8pt; FONT-FAMILY: 'Courier New'; mso-no-proof: = yes">[rsFieldReference]<SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'">=20 The Group expression for the list =91list1=92 refers to the field=20 =91AccountID<SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'">.=20  <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Courier New'; mso-no-proof: yes">Report=20 item expressions can only refer to fields within the current data set = scope or,=20 if inside an aggregate, the specified data set scope.=94<SPAN=20 style=3D"FONT-SIZE: 8pt; FONT-FAMILY: 'Courier New'; mso-no-proof: = yes"><o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><o:p><FONT=20 face=3DArial size=3D2> </o:p> <FONT=20 size=3D2><SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'">This=20 is of course caused by the field <SPAN=20 style=3D"FONT-FAMILY: 'Verdana','sans-serif'; mso-bidi-font-family: = 'Times New Roman'">AccountID<SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'">=20  not being visible because = of the=20 the sql built expression in dataset: <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New = Roman'">DSAccntSmmryReport<o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><FONT=20 face=3DArial>declare @sql as=20 nvarchar(4000)<o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><FONT=20 face=3DArial>set @sql =3D 'SELECT top 10 CAST(accountid = as=20 nvarchar(100)) as AccountID, name, '''' as None FROM ('=20 <o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><FONT=20 face=3DArial>+ @CRM_FilteredAccount=20 <o:p></o:p> <SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'"><FONT=20 face=3DArial>+ ') as = fa'<o:p></o:p> <FONT=20 size=3D2><SPAN=20 style=3D"COLOR: #333333; FONT-FAMILY: 'Verdana','sans-serif'; = LETTER-SPACING: 0.25pt; mso-fareast-font-family: 'Times New Roman'; = mso-bidi-font-family: 'Times New Roman'">exec(@sql) <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">Does anyone know a way = around these=20 problems?<o:p></o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">Should=20 I be using VS 2003?<o:p></o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">I am=20 using SQL Server 2005\CRM3<o:p></o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%"><o:p> </o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">Thanks=20 in Advance<o:p></o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">Daniel=20 Beale <SPAN=20 style=3D"mso-spacerun: = yes"> BEng<o:p></o:p> <SPAN=20 style=3D"FONT-SIZE: 12pt; LINE-HEIGHT: 115%">Business=20 Systems and Software Development Engineer<FONT=20 face=3DCalibri><o:p></o:p></DIV></BODY></HTML> ------=_NextPart_000_000A_01C7B9A2.49AFFFA0-- Tag: MS CRM Tag: 84589
 - 14
 - Cannot Create File When That File Already Exists Installation Error Hi, I'm running a test install of MSCRM on a VPC and I'm getting an error message that says Action Microsoft.Crm.Setup.Server.ConfigureServiceVirtualDirAction failed. Cannot create a file when that file already exists. It gives me the option to Retry, which immediately fails and displays the error again, and to Cancel, which will end the installation process early and show me a log, but the log doesn't say what file it is attempted to create that already exists. The VPC is the latest one (not the one that's coming out right NOW, but the last one). The server is running on Server 2003, with SQL 2005, Active Directory, and no Exchange Server, I'm just installing with the existing SMTP checked. This error occurs whether I connect to existing databases or create new ones. I've also deleted every file I could find that had anything to do with CRM. I think I got them all, because there's not much on the VPC. I've searched other groups and I know this error occurs with other Microsoft programs, but not always during installation, and I can't seem to find any commonalities between those instances and my installation failure. Any help would be greatly appreciated. Regards, Andy Tag: MS CRM Tag: 84583
 - 15
 - unable to add a product kit to an order/invoice Hello, I have converted a product to a kit, but I am unable to add it to an order or invoice as it looks like kits do not show up in the products selection popup. Is there a fix or a workaround for this problem? Thanks, Shan McArthur - VP, Technology ADXSTUDIO Inc. | 200 - 1445 Park Street | Regina, SK Canada | S4N 4C5 Tel: 306.569.6502 | Toll-Free: 800.508.7811 ext. 502 | Fax: 306.569.8518 Tag: MS CRM Tag: 84582
 - 16
 - Time Spent and Billiable Time I have created a workflow process that notifies our billing deparment when a case is closed. Within the email I have included the fields Time Spent and Billiable Time. All users are recording time spent on tasks and related items. However the engineer determines how many hours to bill the client. Upon closing the case CRM prompts for "Billiable Time". Within the automated email both fields are blank. How do I correct this? Thanks Brian Shell ComResource, Inc. bshell@comresource.com Tag: MS CRM Tag: 84578
 - 17
 - Permissions to Bulk Import CRM 3.0 is running in my environment; logged in as a user assigned to the System Administrator Role Bulk Import fails to import leads giving an error stating the user does not have sufficient priveleges. I then logged in as the "CRM Administrator" (used to install CRM) but Bulk Import is not available in the Tools menu. Ideas? Regards, JD Tag: MS CRM Tag: 84577
 - 18
 - Workflow Logicil OR Is the a way to use logical OR for multiple "Check Entity Condition" entries. Placing multiple "Check Entity Condition" entries after an IF defaults to Logical AND. We have to check mutliple fields for a TRUE value and then send an email. I have looked and looked an cannot find anyway to do a logical OR. Tag: MS CRM Tag: 84573
 - 19
 - Using Appointment updating in CRM does not show up in Outlook We have an appointment that was scheduled through c360's Group Calendar. Original time was 11am, but there was a change and the owner changed it to 10am. All of the attendies outlook calendars still show the 11am time. Is there someway to update this appoint in Outlook without having to delete and resend the appt email? I think this is a process issue (need to change the way we do things) but I don't know what needs to change. Any help is greatly appreciated. Ken Tag: MS CRM Tag: 84571
 - 20
 - Activity time not saving I have a really weird issue going on with CRM. On June 18, all of the sudden CRM stopped saving time in activities. IF you save and complete it wipes out the time totally. IF you save then save again it keeps the time until you create another activity then it wipes out the time. I have reapplied rollup 1 and just applied rollup 2 and neither seem to help this problem. IF anyone has any ideas other then removing and re-installing crm I would appreciate it. Tag: MS CRM Tag: 84568
 - 21
 - Cannot Track in CRM for Shared Calendar Hi, We book appointments for other employees. We open their shared calendar create a new appointment without issue. However there is no Track In Crm button available. Is there anyway this can be accomplished? Thank you Jason M Tag: MS CRM Tag: 84566
 - 22
 - Assigning Leads to Users We are running CRM 3.0 in a 2003 domain environment. When creating leads, a user tries to assign the lead to another user, but receives access permission errors. If she creates the lead, then closes and reopens it, she has no problem completing the assignment. Any help would be appreciated. I don't have much experience with CRM. Thanks Tag: MS CRM Tag: 84565
 - 23
 - iframe with area lead information i have a iframe and only want to show the information of that lead, which values of otype security and tabset have to put? a example what i am doing worng. //right.... return history activity document.all.IFRAME_Historico_Lead.src="/sfa/leads/areas.aspx?oid="+lookupItem[0].id+ "&oType=112&security=852023&tabSet=areaActivityHistory"; //wrong..... only want information "areaForm" i get when i use the "view source" in internet explorer document.all.IFRAME_Informacao.src="/sfa/leads/edit.aspx?id="+lookupItem[0].id+ "&oType=1&security=852023&tabSet=areaForm"; Tag: MS CRM Tag: 84563
 - 24
 - CRM 3 Rollup 1 & 2 - SFO desktop client error I get the following message when trying to install the rollups. "There is not enough space is available to process this command" I am running Vista Business and Office Pro 2007. Please assist Tag: MS CRM Tag: 84561
 - 25
 - Report View - My Workplace Is it possible to change the fields that display for Reports in My Workplace. For example: I would like to remove Report Type and Modified On from the view. Thank you, Donna Tag: MS CRM Tag: 84560
- Next
 - 1
 - Creating a " if " Statement Im tring to create a " if " statement here is my delema I have a field that has a picklist (1st, 2nd, 3rd) this field is called "new_field_a" and i need to generate for "field b" if new_field_a = 1st then field b = 10 How can i do this ? Bill Tag: MS CRM Tag: 84559
 - 2
 - Can the "track in CRM" dialogue box for the Outlook be customised? We are running CRM 3.0 with a mixture of Outlook 2003 and 2007 clients, with the CRM integration plugin installed. Is it possible to customise the window that pops up when the "Track in CRM - Set Regarding" button is clicked in an email? There does not seem to be any way of filtering the list of cases etc that is returned in this window, and once you have more than a few dozen cases in the system, relating an email to the correct case gets increasingly time consuming. To be able to filter automatically on non-resolved cases would be ideal. Any ideas anyone? Thanks Tag: MS CRM Tag: 84558
 - 3
 - Auto-Populate Address When Creating Contact From Account Am I just totally missing something here. Isn't the address of a new contact supposed to auto-popluate from the parent Account when creating a contact from the Account entity? Tag: MS CRM Tag: 84549
 - 4
 - Can't go off line due to missing rights on queue Hi Everyone, I currently have a user that is trying to take the CRM application offline and they are receiving the following error message "Can't go off line due to missing rights on queue". I have checked the user permissions - everything appears to be fine. Any thought or suggestions would be greatly appreciated! Regards, A. Akin Tag: MS CRM Tag: 84545
 - 5
 - One work order at multiple billing address and multiple shipping address Is there a way to do one work order at multiple billing address and multiple shipping address? If not through configuration, will it be possible through custom .NET App? . Tag: MS CRM Tag: 84543
 - 6
 - Inserting a condition for workflow rule Hi I am trying to write a workflow rule that checks for when a consultants contract renewal date is three weeks away. If this condition is met I want to be sent an email reminding me to contact that consultant for an update. Wiht the dynamic condition I can only select a sepcific date which I don't want to have to do for each consultant. Is there a way i can set a rule so that if anniversary date equals three weeks from today - send email to owner. Any ideas would be greatly appreciated! Thanks Tag: MS CRM Tag: 84537
 - 7
 - Duplicate Email Address and not allowed List would be a good Star Three Suggestions: 1. Duplicate Email Address Warning 2. Setting which allows for dupes or not. 3. Email addresses not allowed list. Which checks if the email address is allowed. If not allowed it will tell the inputter not allowed please try something else. This would close a big security whole. By the way I am suprised this was not addressed. There are older postings, like over a year which state the same. Not listening to the customer are we. Tag: MS CRM Tag: 84536
 - 8
 - Rule Deployment Wizard Failed to initialize the Rule Management Su I want to deploy rules for the CRM users, using the CRM Rule Depoyment Wizard on Exchange server (where the Router is installed an the CRM mailbox is located). Eveything works fine (select the CRM Server, select the users..) - but after clicking "veryfying rule" or "deploy rule" it shows the error message: Failed to initialize the Rule Management Subsystem when I finish the task (with failure of course) an select: show detailed error message, the xml file shows error message like: Microsoft.CRM.Tools.ExchangeConnectorDeployment.RuleDeploymentException: Failed to initialize the rule management subsystem. --> System.Runtime.InteropServices.COMException (0x80040154): COM object with CLSID {long number....} is either not valid or not registered.at Microsoft.CRM.Tools.ExchangeConnectorDeployment.RuleDeploymentSession.GetInboxRules (DirectoryEntry userDirectoryEntry) my user ist crm admin and exchange admin / domain admin as well. please help!!! thx christine Tag: MS CRM Tag: 84532
 - 9
 - data from SQL database table into CRM! We have our product in the SQL database table, How to make it visible from CRM when they create an order to chose a product from the list? -- Regards Tag: MS CRM Tag: 84531
 - 10
 - Rule Deployment wizard hi, when i tried to install a rule then i got an error saying " Fialed to create a MAPI profile for the user". can anyone tell me the reason? (both logged on user and the user selected for the rule has got mailboxes created.) also when ask for a foward mailbox we have to specify the CRM mailxo as the forward maibox? Tag: MS CRM Tag: 84529
 - 11
 - Fields on a form Does the back-end MSCRM_SQL database flag any tables if a field has been included on a form? Tag: MS CRM Tag: 84526
 - 12
 - Custom entity modifications not visible This is driving me mad and I'd be grateful for a solution please... I've modified a couple of attibutes for the address Entity in CRM under Customize Entities. Changes include the Displayname and picklist types. I've then selected 'Publish all customizations' from the More actions menu. When I then try to view the entity changes nothing has changed. I spotted a section in the Help system for Troubleshooting customizing entities which states that: a) the changes need to be published b) the user doesn't have permissions to use the customized entity. I didn't think b) would be an issue but decided to give myself the System Administrator Security Role to see if this would solve the problem. Still not joy. Please could someone let me know if there are bugs in CRM 3.0 which require patches or if there is something I'm missing... These are only existing attributes on the address (addresstypecode, shippingmethodcode, freighttermscode) so it's not related to creating a new entity and forgetting to grant security permissions. Any suggestions for getting the changes visible to the users would be gratefully received. Many thanks in advance. Tag: MS CRM Tag: 84522
 - 13
 - CRM 1.2 Update Rollup 2 (CRMMimeUtil.inl )problem We have a CRM 1.2 installed on SBS. There have been problems associated with the CrmExchangeQueueService as listed in article 839162. Essentially if the mime boundary is not defined correctly the email does not process into the CRM queue. I have followed the instructions in the article and installed the following Fiexes: CRM1.2-KB904435-Server-ENU.exe CRM1.2-KB909297-Router-ENU.exe But the error still occurs. Is there something I need to do to activate the fix on the server? Tag: MS CRM Tag: 84515
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 - CRM 3.0 UPGRADE ISSUES I am getting the following error after runnig CRM 3.0 upgrade. Upgrade advisor ran fine with the following two warnings and 0 errors: 1)The Stored procedure in the crm are not consistent with crm 1.2 stored procedures. 2)Discrepancies were found in read-only metadata. Any Assistance on this issue would be greatly appreciated. Thanks! **************** LOG ************************ 15:22:06| Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> Microsoft.Crm.CrmException: Updating Incident.IsLogicalEntity but it's not valid for update. Original value:True. New value:False. Tag: MS CRM Tag: 84506
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 - Problem Creating Contract (Urgent Please - Thanks) I have a strange problem creating a contract as illustrated in the code below, Unfortuantely the exception thrown by MS CRM is not very helpful. contract Create(Guid accountId) { account a = Service.Retrieve(EntityName.account.ToString(), accountId, new AllColumns()) as account; if (a == null) return null; contract con = new contract(); try { //ServiceTemplate function works! Lookup t = new Lookup(); t.type = EntityName.contracttemplate.ToString(); t.Value = ServiceTemplate().contracttemplateid.Value; con.contracttemplateid = t; Customer c = new Customer(); c.type = EntityName.account.ToString(); c.Value = a.accountid.Value; con.customerid = con.billingcustomerid = c; CrmDateTime activeDate = new CrmDateTime(); string dt = new DateTime(2007, 1, 1).ToString("s"); activeDate.Value = dt; con.activeon = activeDate; CrmDateTime expireDate = new CrmDateTime(); dt = new DateTime(2007, 12, 31).ToString("s"); expireDate.Value = dt; con.expireson = expireDate; con.contracttemplateabbreviation = "SER"; con.title = a.name; Lookup b = new Lookup(); b.type = EntityName.customeraddress.ToString(); b.Value = a.address1_addressid.Value; con.billtoaddress = b; Lookup s = new Lookup(); s.type = EntityName.customeraddress.ToString(); s.Value = a.address2_addressid.Value; con.serviceaddress = s; Service.Create(con); } catch (System.Web.Services.Protocols.SoapException ex) { throw ex; } catch (Exception ex) { throw ex; } return con; } This method is suppsoed to create the contract but throws the following exception in the log file: ======================================= Crm Exception: Message: , ErrorCode: -2147197183, InnerException: System.Runtime.InteropServices.COMException (0x80045F01): <detailsObject reference not set to an instance of an object.</details at Microsoft.Crm.Platform.ComProxy.CRMContractClass.Create(CUserAuth& Caller, String Contract) [2007-06-26 21:24:00.1] Process: w3wp |Thread: 3784 |Category: Platform |User: a7f7eb46-e448-db11-9baf-000c29d1b0e1 |Level: Error | CrmSoapExtension.ProcessMessage at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: Server was unable to process request. --- System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --- System.Runtime.InteropServices.COMException (0x80045F01): <detailsObject reference not set to an instance of an object.</details at Microsoft.Crm.Platform.ComProxy.CRMContractClass.Create(CUserAuth& Caller, String Contract) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.ExecuteInternal(Object comProvider, String method, Object[] methodParameters) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.InternalCreate(IBusinessEntity entity, ExecutionContext context) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.Create(IBusinessEntity entity, ExecutionContext context) at Microsoft.Crm.WebServices.CrmService.Create(BusinessEntity entity) --- End of inner exception stack trace --- Tag: MS CRM Tag: 84505
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 - Problem Creating Contract through SDK (Urgent please) I have a strange problem creating a contract as illustrated in the code below, Unfortuantely the exception thrown by MS CRM is not very helpful. contract Create(Guid accountId) { account a = Service.Retrieve(EntityName.account.ToString(), accountId, new AllColumns()) as account; if (a == null) return null; contract con = new contract(); try { //ServiceTemplate function works! Lookup t = new Lookup(); t.type = EntityName.contracttemplate.ToString(); t.Value = ServiceTemplate().contracttemplateid.Value; con.contracttemplateid = t; Customer c = new Customer(); c.type = EntityName.account.ToString(); c.Value = a.accountid.Value; con.customerid = con.billingcustomerid = c; CrmDateTime activeDate = new CrmDateTime(); string dt = new DateTime(2007, 1, 1).ToString("s"); activeDate.Value = dt; con.activeon = activeDate; CrmDateTime expireDate = new CrmDateTime(); dt = new DateTime(2007, 12, 31).ToString("s"); expireDate.Value = dt; con.expireson = expireDate; con.contracttemplateabbreviation = "SER"; con.title = a.name; Lookup b = new Lookup(); b.type = EntityName.customeraddress.ToString(); b.Value = a.address1_addressid.Value; con.billtoaddress = b; Lookup s = new Lookup(); s.type = EntityName.customeraddress.ToString(); s.Value = a.address2_addressid.Value; con.serviceaddress = s; Service.Create(con); } catch (System.Web.Services.Protocols.SoapException ex) { throw ex; } catch (Exception ex) { throw ex; } return con; } This method is suppsoed to create the contract but throws the following exception in the log file: ======================================= >Crm Exception: Message: , ErrorCode: -2147197183, InnerException: System.Runtime.InteropServices.COMException (0x80045F01): <details>Object reference not set to an instance of an object.</details> at Microsoft.Crm.Platform.ComProxy.CRMContractClass.Create(CUserAuth& Caller, String Contract) [2007-06-26 21:24:00.1] Process: w3wp |Thread: 3784 |Category: Platform |User: a7f7eb46-e448-db11-9baf-000c29d1b0e1 |Level: Error | CrmSoapExtension.ProcessMessage at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Runtime.InteropServices.COMException (0x80045F01): <details>Object reference not set to an instance of an object.</details> at Microsoft.Crm.Platform.ComProxy.CRMContractClass.Create(CUserAuth& Caller, String Contract) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.ExecuteInternal(Object comProvider, String method, Object[] methodParameters) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.InternalCreate(IBusinessEntity entity, ExecutionContext context) at Microsoft.Crm.Sdk.UnmanagedServiceProvider.Create(IBusinessEntity entity, ExecutionContext context) at Microsoft.Crm.WebServices.CrmService.Create(BusinessEntity entity) --- End of inner exception stack trace --- Tag: MS CRM Tag: 84504
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 - crm not loading I'm getting this error in CRM 3.0 and I can't open it. Please Help.... Eduardo Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- The root element is missing. 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: Microsoft.Crm.Errors.CRMException: The root element is missing. 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: [CRMException: The root element is missing.] Microsoft.Crm.Application.SiteMapCache.LoadMasterSiteMap(User user, DynamicMetadataCache metadataCache) +516 Microsoft.Crm.Application.SiteMapCache.GetMasterSiteMap(User user) +73 Microsoft.Crm.Application.SiteMapCache.GetSiteMapForUser(User user, Client client, Boolean isOffline, String forceGroupProfiles) +220 Microsoft.Crm.Application.SiteMapCache.GetDefaultUserSubArea(User user) +45 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: MS CRM Tag: 84502
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 - Biz Unit Admin Can't view Account Shared Users We have several Biz Units and have set up admin users for each of these BU's. They have rols unlimited rights for their BU and any child BU's. We have found that they can share an account or contact but when they go to view the shared into, no users show up. Giving them the system admin role allows them to see the shared users, however, this also gives them access to account and contact info for the entire organization. If anyone can help ... that would be great. Mike Tag: MS CRM Tag: 84499
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 - Linux & Mac I have posted other similar questions before without great success... I absolutely need to find a way for the CRM application to work for Linux & Mac users other than terminal Server. The thing with TS is having that available from the outside is bad idea period, no security team will never buy a CRM excuse to have that server made available, it opens to many doorsâ?¦ There has to be a plan B, I hope that Microsoft did not assume that all users are windows basedâ?¦ Every major company has its share of purists right???? Is there any way to have an access for the â??special usersâ??? Citrix, CRM mobile (what OS, Win only???), Explorer for Macs & Linux, IE tab for Fifefox (win base only)â?¦ There has to be something, any ideas???? -- Montreal CRM ---------------- 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=6714cb07-78e9-4658-964e-95a771df905b&dg=microsoft.public.crm Tag: MS CRM Tag: 84497
 - 20
 - Linux & Mac I have posted other similar questions before without great success... I absolutely need to find a way for the CRM application to work for Linux & Mac users other than terminal Server. The thing with TS is having that available from the outside is bad idea period, no security team will never buy a CRM excuse to have that server made available, it opens to many doorsâ?¦ There has to be a plan B, I hope that Microsoft did not assume that all users are windows basedâ?¦ Every major company has its share of purists right???? Is there any way to have an access for the â??special usersâ??? Citrix, CRM mobile (what OS, Win only???), Explorer for Macs & Linux, IE tab for Fifefox (win base only)â?¦ There has to be something, any ideas???? -- Montreal CRM Tag: MS CRM Tag: 84496
 - 21
 - Emails not being received out of CRM 3 (Aol and some others) If I email to my hotmail out of CRM, I get the email (with or without the token). If I send an email to my aol account, I never receive it (with or without the token). We did an email campaign and received hundreds of warnings in our system log about rejections. If I send an email to the AOL account from Outlook, it works fine. WHY oh WHY are emails sent out of CRM flagged as spam and ones out of Outlook are not? This was ONE single email with plain test in the subject line. THis would mean that our last email campaign, 30% of the reciepients never would have received it, yet we have no replies in exchange and NO failures in CRM. Someone please tell me why anyone would pay money for this software?? Tag: MS CRM Tag: 84492
 - 22
 - MS CRM Outlook Offline Hi Everyone, I currently have a user that is trying to take the CRM application offline and they are receiving the following error message "Can't go off line due to missing rights on queue". I have checked the user permissions - everything appears to be fine. Any thought or suggestions would be greatly appreciated! Regards, A. Akin Tag: MS CRM Tag: 84488
 - 23
 - MS SQL Server 2005 Express Edition Installation Failure When installing CRM Client for Laptops, the SQL installation fails with the following error: "This action is only valid for products that are currently installed." We have uninstalled SQL components, deleted SQL directory and still no luck on the install. Anyone seen this before? There are two laptops with this issue and the others are fine. Tag: MS CRM Tag: 84472
 - 24
 - Populate company name in outlook field. For contacts that are tracked in CRM & outlook , does anyone know of a way to populate the company name in the address card that is the same name so the tracked or partner record in CRM? Tag: MS CRM Tag: 84471
 - 25
 - Sitemap Url = websiteurl Hi all. Is there a way to put the websiteurl direct into the url of the sitemap? Thanks for any help. Tag: MS CRM Tag: 84470

1. Can we archive all the Case managment data in MS CRM?

2. Can we track and report on all user activity including date and
time it was accessed?

3. What are the security measures available for remote Access of MS
CRM?

4. What are the security measures available for Server and the
application in MS CRM?

please address the issues.

Regards

Vinod

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Re: MS CRM by Dave

Dave
Fri Jun 29 09:33:06 CDT 2007

1. you can archive any data you want, but it will no longer be accessible to
CRM.
2. CRM does not have an extensive audit trail - it tracks the created on/by
and last modified on/by for each record
3. CRM can be published using SSL if you must expose it to the internet.
otherwise, a vpn solution will be required and the users can authenticate to
AD that way, and access the CRM from inside the security of the vpn tunnel.
4. read the implementation guide - server and security planning is discussed
in detail. you can dowload it here:
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en

Dave

"VP" <vinod.prasanth@gmail.com> wrote in message
news:1183050502.730292.274340@x35g2000prf.googlegroups.com...
> 1. Can we archive all the Case managment data in MS CRM?
>
> 2. Can we track and report on all user activity including date and
> time it was accessed?
>
> 3. What are the security measures available for remote Access of MS
> CRM?
>
> 4. What are the security measures available for Server and the
> application in MS CRM?
>
> please address the issues.
>
> Regards
>
> Vinod
>

Top