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- Previous
  - 1
    - CRM Adapter and SQL2005 We read the preq's and have Windows SBS with GP90 and CRM30, but it's telling me that SQL2000 must be installed. This is a new GP install and we're already on SQL2005. Is there a patch or work around that let's the GP90 CRM30 adapter work with SQL2005? Thanks, mdillon@on-targetsolutions.net Tag: SBS CRM & RSS Tag: 91467
  - 2
    - actualend on activitypointerbase How does actualend column get updated on activitypointerbase table? I have marked some activities (EMail, phone, etc)as completed but the actualend date is set to null. Thanks. Rajiv Tag: SBS CRM & RSS Tag: 91466
  - 3
    - issues when two people use the "accept" button on the same queue t We use a lot of queues for our business to handle tasks and phone calls. When an employee is ready to perform a task, he or she will refresh the queue which holds the task, then accept the task. The problem is that if person A uses the "accept" button on an activity out of a queue and then person B accepts the same activity, the activity does not show up in either person's in progress queue--and it is missing from the originating queue. In fact, if you attempt to open the activity at that time (by navigating to it's parent) and assign it back to the queue, or any other user, it generates an error stating that you cannot do that when an activity is closed. The activity is not closed though; it is fully able to be edited / etc. It is easy to run into this problem, because if you have several people accepting activities in the same queue, you cant always refresh the queue fast enough to know if an activity has already been accepted or not. Does anyone know what to do about this? Tag: SBS CRM & RSS Tag: 91464
  - 4
    - Error when trying to add entity in admin interface Anyone experiencing this issue? I am able to bring up both the mobile client and the administration interface. However, when i am in the administration interface and I am trying to add an entity, and I get the following error: Server Error in '/MobileClient' Application. -------------------------------------------------------------------------------- The operation has timed out 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.Net.WebException: The operation has timed out Source Error: Line 100: [System.Web.Services.Protocols.SoapDocumentMethodAttribute("http://schemas.microsoft.com/crm/2006/WebServices/RetrieveEntityMetadata", RequestNamespace="http://schemas.microsoft.com/crm/2006/WebServices", ResponseNamespace="http://schemas.microsoft.com/crm/2006/WebServices", Use=System.Web.Services.Description.SoapBindingUse.Literal, ParameterStyle=System.Web.Services.Protocols.SoapParameterStyle.Wrapped)] Line 101: public EntityMetadata RetrieveEntityMetadata(string entityName, EntityFlags flags) { Line 102: object[] results = this.Invoke("RetrieveEntityMetadata", new object[] { Line 103: entityName, Line 104: flags}); Source File: c:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\mobileclient\482a8881\f37d5b5\App_WebReferences.3t-hqezq.1.cs Line: 102 Stack Trace: [WebException: The operation has timed out] System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request) +54 System.Web.Services.Protocols.HttpWebClientProtocol.GetWebResponse(WebRequest request) +4 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +172 Microsoft.Crm.Sandbox.Mobile.MetadataServiceSdk.MetadataService.RetrieveEntityMetadata(String entityName, EntityFlags flags) in c:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\mobileclient\482a8881\f37d5b5\App_WebReferences.3t-hqezq.1.cs:102 Microsoft.Crm.Sandbox.Mobile.AddEntity.AddEntityToList(String entityName) in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:139 Microsoft.Crm.Sandbox.Mobile.AddEntity.AddEntitiesToList() in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:90 Microsoft.Crm.Sandbox.Mobile.AddEntity.Page_Load(Object sender, EventArgs e) in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:63 System.Web.Util.CalliHelper.EventArgFunctionCaller(IntPtr fp, Object o, Object t, EventArgs e) +15 System.Web.Util.CalliEventHandlerDelegateProxy.Callback(Object sender, EventArgs e) +34 System.Web.UI.Control.OnLoad(EventArgs e) +99 System.Web.UI.Control.LoadRecursive() +47 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +1061 Tag: SBS CRM & RSS Tag: 91462
  - 5
    - Outlook Client - Mapping - How does it work? Hi all, could anybody explain to me how Outlook &/or MS CRM 3.0 identifies the fields that are mapped please? I'm working on an Outlook Client implementation and will have to include extra fields in the synchronization. I've seen the post on how to show the Parent Account field, but need more info on how Outlook knows that FIELD X = FIELD Y in MS CRM (or the other way around)... The other problem we've come across is that a lot of our customised fields have an underscore in them (ie: PREFIX_FIELDNAME, with the prefix denoting that it's a custo). however, when I try to create a new field in Outlook, it refuses the underscore character. Any ideas as to a solution, please? We can't rename all of out customised fields. Many thanks in advance to anyone who can help me out here. Christopher -- Christopher Grove Tag: SBS CRM & RSS Tag: 91460
  - 6
    - CRM and Outlook Calendar Sync. I am just starting out with using CRM. One issue I am having is that if you enter an appointment in your outlook calendar and "track in CRM" your fine. But if you enter an appointment in the CRM calendar there is no way to see it from your outlook calendar. Is this just the way it is or am I missing something? Tag: SBS CRM & RSS Tag: 91450
  - 7
    - Can not send emails within Exchange accounts, but external emails work So basically I have setup some rules mainly for cases. Whenever a serious case is created I want certain people within the organization (MS Exchange server) to be notified. If I use an email address of anybody within the organization it doesn't work, but if I use an external account, like Gmail or Hotmail, the email is sent without a problem. On the CRM server, in the Events log under Applications, I'm getting a Usrenv Event id#1030 almost every 5 minutes, so not sure if that would affect sending emails to people within the same Exchange environment. I'm lost and any help would be appreciated. I'm running the latest version of CRM with all updates installed. Cheers, Mathew Tag: SBS CRM & RSS Tag: 91449
  - 8
    - Calculating Taxes in CRM Hi all, I am putting together some new reports for printing out quotes, etc for clients rather than exporting the data to excel, formatting and then sending out. I've got the reports from the Sandbox running, and I've modified them to our standards, but now I need to calculate taxes on the quotes for clients. In CRM, this is simply for show and tell, it doesn't mean anything to the bottom line since taxes have no bearing on the revenue of a company. GP sorts this out and accounts for it correctly on our back-end. Problem #1: We do business in more than one country (why CRM is US centric is beyond me in today's global business society), we are using c360's multicurrency add-in to deal with the four primary currencies we sell in, USD, CAD, JPY and EUR. We have offices in 7 different countries all using the same CRM system and we need to calculate taxes based on the local tax requirements. Problem #2: Dealing the additional tax line for GST/VAT/etc in overtaxed countries like Canada, UK, etc. My first instinct is to simply create a different quote report for each country that we sell in and calculate the taxes in each report, but as a perfectionist programmer, this seems a bit sluggish. I wanted to field some feedback on this first to see if anyone has any suggestions for handling this. Lastly, I know that CRM 4 handles multicurrency (which will really open up the product world-wide), but does it handle taxes for the global market as well? -- Chad Sichello / G-SKY Tag: SBS CRM & RSS Tag: 91448
  - 9
    - Hide the 'save' and 'save and close' buttons Hi, I keep users from saving an entity using the event.returnValue = false; along with an alert in the onsave event. However, I consider it is a bit stupid to let these buttons available only to tell the user he can't save. I would thus like to hide them, and to have the alert displayed only when ctrl+s is pressed. Thanks Tag: SBS CRM & RSS Tag: 91447
  - 10
    - Default Custom Views Many of our users want to be able to default their own custom views rather than have the system view as their default. Currently this is not available in 3.0 nor 4.0. Should be part of their profile. Thanks. -- BC ---------------- 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=2b8dfcb0-8730-4f24-bae3-fdd411b3101d&dg=microsoft.public.crm Tag: SBS CRM & RSS Tag: 91446
  - 11
    - Server Error in '/' Application Exception from HRESULT: 0x80044151 I can not find out what this error means let alone how to fix it. Randomly my users get this error when trying to access their activities folder in CRM. It could happen once a week or everyday then stop for a week, completely unpredictable. What I have been doing to get it back up and working temporally would be clearing the Application, System, and CRMExRouter logs. After a few minutes they can get back to work, but my goal is not to even have to do that. If anyone can help me or shed light on to what I need to do it will be much appreciated. Below is the error my users see if you need anymore information let me know. Server Error in '/' Application. ________________________________________ Exception from HRESULT: 0x80044151. 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.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80044151. 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: [COMException (0x80044151): Exception from HRESULT: 0x80044151.] Microsoft.Crm.Platform.ComProxy.CRMQueryClass.ExecuteQuery(CUserAuth& Caller, String QueryXML) +0 Microsoft.Crm.ApplicationQuery.GetViewData() +239 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.GetDataXml(QueryBuilder qb) +193 Microsoft.Crm.Application.Controls.AppGridDataProvider.Execute() +156 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.Execute() +5 Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter output) +229 Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter output) +531 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) +126 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) +72 System.Web.UI.Control.Render(HtmlTextWriter writer) +7 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Page.ProcessRequestMain() +1926 Tag: SBS CRM & RSS Tag: 91441
  - 12
    - Quick Campaign Pending Hello, I have a problem with a quick campaign. After creating a quick campaign (only sending a letter to 8 accounts), my campaign is still pending. I also see now activities. Does anyone have an idea?? Please let me know. Tag: SBS CRM & RSS Tag: 91432
  - 13
    - Restriction on appending data to custom fields on Account Form? I'm having problems appending data to a custom field on the Account Form. However, the code works perfectly on a custom form, I've made. Btw, the ONLOAD code is: crmForm.all.fieldname.DataValue = 'Text'; On the custom form, the field is filled with the word Text, but on the Account form, nothing happens. Is there some kind of restriction on the account form, and if so - is it possible to remove this restriction? Thanks Tag: SBS CRM & RSS Tag: 91427
  - 14
    - Make entity read only Hi, I have a high number of records for an entity, each of them being stored twice. The reason is that half of them is supposed to be modifiable and the other half is not for the sake of reporting. There is thus a flag 'modifiable'. My question is : is it possible to make read only the records that are not modifiable based on that flag? Thanks! Tag: SBS CRM & RSS Tag: 91426
  - 15
    - Callout for Entity Sharing Hi, I want to run some custom code whenever an entity is shared with team/user in CRM3.0. I do not see any caalout available for like preshare or postshare. Pls help me out in finding a solution for the above scenario. Thanks, Mahalax. Tag: SBS CRM & RSS Tag: 91425
  - 16
    - security roles We have privileges (create, delete, update etc..) for all the MS CRM entities. I want to know how access level (user, business unit, parent-child, organization) will have an impact on the create privilege. Let us take an example with two users. User1 has got create privilege with user level access. And user2 has got create privilege with business unit level access. I do not find any limitation between two users, while creating a new record. Can you please explain how access level will have an impact on create privilege. Thanks & Regards V.Kannan ---------------- 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=40e7e4df-b45f-4bc7-8da2-f6af599fc0d4&dg=microsoft.public.crm Tag: SBS CRM & RSS Tag: 91422
  - 17
    - Territory Managment ISV Hi All Are there any ISV's out there that have Territory Management solutions. Terrirtory managment involves the planning of call cycles and visits. Territory Management also includes the managing and targeting a portfolio of customers with specific campaigns and products. Thanks in advance Tag: SBS CRM & RSS Tag: 91421
  - 18
    - Mass Deletion in CRM 3.0 Is there any way to delete more than 250 contacts at once? Thanks in advance, Tag: SBS CRM & RSS Tag: 91415
  - 19
    - CRM Problems Hello, We have implemented CRM 3.0 with two Web Servers, with NLB implemented, and one DB server. After about two to three weeks the Web servers will display the Error message below in the Sys Log and then the Reports function will no longer work. The servers have to be rebooted in order for the function to work again. DNS is maintained by a 3rd party appliance, not MS. I know this could be network related but have checked again and again and can't find anything. NIC drivers are one release back and there we no fixes listed for this kind of problem. Double Hop Kerberos authentication is set up from MS specs. I am assuming if this was incorrect it would not work from the beginning. Any suggestions are appreciated. Thanks. Jim Event Type: Warning Event Source: LSASRV Event Category: SPNEGO (Negotiator) Event ID: 40960 Date: 10/30/2007 Time: 2:37:03 PM User: N/A Computer: Web Server Description: The Security System detected an authentication error for the server HTTP/database server.com. The failure code from authentication protocol Kerberos was "There are currently no logon servers available to service the logon request. (0xc000005e)". For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 5e 00 00 c0 ^..=C0 Event Type: Warning Event Source: LSASRV Event Category: SPNEGO (Negotiator) Event ID: 40960 Date: 10/30/2007 Time: 2:04:14 PM User: N/A Computer: Web Server Description: The Security System detected an authentication error for the server cifs/databse server.com. The failure code from authentication protocol Kerberos was "There are currently no logon servers available to service the logon request. (0xc000005e)". For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 5e 00 00 c0 ^..=C0 Event Type: Error Event Source: NETLOGON Event Category: None Event ID: 5719 Date: 10/30/2007 Time: 4:17:55 PM User: N/A Computer: Web Server Description: This computer was not able to set up a secure session with a domain controller in domain DOMAIN due to the following: Not enough storage is available to process this command. This may lead to authentication problems. Make sure that this computer is connected to the network. If the problem persists, please contact your domain administrator. ADDITIONAL INFO If this computer is a domain controller for the specified domain, it sets up the secure session to the primary domain controller emulator in the specified domain. Otherwise, this computer sets up the secure session to any domain controller in the specified domain. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 17 00 00 c0 ...=C0 Tag: SBS CRM & RSS Tag: 91407
  - 20
    - When is CRM 4.0 to be Released? Has Microsoft made an official statement on the release date of CRM 4.0? -- Brandon http://www.presentationsdirect.com Tag: SBS CRM & RSS Tag: 91398
  - 21
    - Reporting Question I have a custom report that I need to run every month. However, I am needing to change the query each time I run it to change the date that this report is centered around. Can anyone tell me an easy to do this without having to recreate a report each month and export it to excel and change the formatting?? Please help. Tag: SBS CRM & RSS Tag: 91397
  - 22
    - HELP - CRM & Exchange migration issue Hello we are running CRM 3.0/W2K3/and E2K3. CRM and E2K3 were installed on Server1. As part of an Exchange move to a new server we moved the mailboxes to Server2, but leaving the Exchange services running on Server1 for another 1-2 weeks to make sure all are switched over. Anyways, Monday morning we started experiencing the following errors in the App Log on Server1 with users experiencing inconsistent problems. All users mailboxes moved, but some able to access CRM, while others notbeing to access it via Outlook client --------------------------------------------------------------------------------------------- Event Type: Error Event Source: MSCRMExRouterService Event Category: None Event ID: 0 Date: 10/30/2007 Time: 3:13:41 PM User: N/A Computer: SERVER1 Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Connection to mailbox: CRMMail failed (System.Runtime.InteropServices.COMException (0x80550052): The mailbox was not located on this server. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)). ---> System.Runtime.InteropServices.COMException (0x80550052): The mailbox was not located on this server. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. ---------------------------------------------------------------------------------------- It appears to be something with the CRM ExRouter for. We want to leave the CRM server running on Server 1 when all is said and done. Do we just need to install the CRMEx Router service on Server2, where the mailboxes reside? Thanks in advance Tag: SBS CRM & RSS Tag: 91395
  - 23
    - multiple instances of CRM 3.0 on one server? A customer of ours wants to install multiple instances of CRM 3.0 on one server, connecting to multiple databases on the same server. Not sure if this is supported. Furthermore, would the Exchange Router install more than once on the Exchange Server? Thanks in advance for info. Tag: SBS CRM & RSS Tag: 91389
  - 24
    - From Address : Queue Is there a way to set up the CRM so that responses to tickets or emails in a queue come from the group address rather than the individual user's address? Tag: SBS CRM & RSS Tag: 91388
  - 25
    - CRM install on SBS2003 r2 trying to install can keep getting 2 error messages preventing moving forward: - SQL Server: the full text component is not installed on the specified SQL server. - failed to locate the Web Application configuration file. we've checked and rechecked the SQL Reporting services and indexing and they seem to be configured properly. Not currently using SQL for any other application. Any suggestions? Tag: SBS CRM & RSS Tag: 91386
- Next
  - 1
    - User Login Can I login as a different user on CRM 3.0? If so, how? Tag: SBS CRM & RSS Tag: 91384
  - 2
    - Install CRM Exchange E-mail Router with Pop3 Services Hi, I saw at last Microsoft Virtual Machine that it is possible to install CRM Exchange e-mail router to server with pop3 services (no exchange), but when I try to install on my server CRM not find the mailbox. How is this done? Tag: SBS CRM & RSS Tag: 91383
  - 3
    - Outlook Desktop Client Missing Options We are a few days away from the start of a pilot program for Microsoft Dynamics CRM when we hit a small problem. One of the requirements was that any user be able to create and maintain teams. We did this by making the "Teams" area in "Settings" | "Business Unit Settings" part of the Nav Bar. This works beautifully in the Web Client and Outlook Laptop Client. But in the Outlook Desktop Client the "New" and "More Actions" buttons are missing. The end result is that the users cannot create a new team or add/remove users from other teams. This is considered a critical requirement so I'd love to know any work arounds to satisfying this requirement. Tag: SBS CRM & RSS Tag: 91382
  - 4
    - Moving SQL Server for CRM 1.2 Hi, We have a CRM 1.2 deployment with both CRM and SQL Server installed in the same machine. For better performance, we plan on moving the SQL server to a separate machine with better configurations. Is there any guideline published by Microsoft to do this? Tag: SBS CRM & RSS Tag: 91379
  - 5
    - Conditions (e.g. in Onload Jscript) based on user ID? Is it possible to make conditions (e.g. Jscript in Form Onload) based on which user is logged on? Simple example: If (user = boss); {"Hide tab with IFrame containing link to favourite football website"} I haven't been able to find any code that does this. Thanks Tag: SBS CRM & RSS Tag: 91375
  - 6
    - Odd Characters showing up in e-mails sent to contacts When we send out e-mail from CRM sometimes our customers complain that odd characters show up in the e-mails. The characters usually look like this Ã¢â?¬Å?, this Ã¢â?¬Â? or this Ã¢â?¬ Any ideas on how to prevent this? Tag: SBS CRM & RSS Tag: 91372
  - 7
    - CRM 3.0 Mobile Express development Hi all, I'm trying to extend CRM 3.0 Mobile Express to reporting activities and create or edit some entities from the field. Now I'm stuck trying to manage the way to show the related products to an oportunity. I understand that in the source code there is'nt any hint about how to do this. I'm trying to add the opportunityproduct to the realated entities without luck. There is the list of things what I've learned: - To navigate throught source code - To show as editable entities in Administrative pages - To make editable these entities in Aplication pages - To add available entities not supported from original code There is the list of things that must be done: - Create, edit Appointments - Create, edit opportunities (with products information) - Create, edit quotes (with products information) And... I need all available help. If someone has done it already, or know how to do it, or knows any hint that can be of some help, or can direct me to some whitepapers or available documentation outside the sandbox available info, please contact me at perecastanyer_at_dibosch_dot_com. Thanks for your help, in advance. Tag: SBS CRM & RSS Tag: 91370
  - 8
    - MSCRM Exchange Router Rules / Config uninstall manually? Hi all, i installed a test version of ms crm 3.0. A few days ago i uninstalled ms crm. After that i found the ms crm router on my exchange server. I wanted to delete my rules but the router was not able to connect to the mscrm installation which is gone now. So i uninstalled the router service as well. The problem is, that rules seem to be still active because many users get mails which say that the mail couldnÂ´t be forwarded to mscrm@company.com (which doesnÂ´t exist anymore). How can i manually delete the still existing rules without a working ms crm installation and router service? Thanks! Tag: SBS CRM & RSS Tag: 91360
  - 9
    - Service calendar Views? I'm sure I'm missing a trick here. On the Service calendar the only view I have is all resources. How can I create custom views that allow me to display a selection of resources? I grouped resources into resource groups but have yet to find any use for having things in a resource group! Tag: SBS CRM & RSS Tag: 91358
  - 10
    - Bit Field hi I have a bit field on the contact form. I would like to set this default to null instead of yes or no. can someone please advise me how i might go about this. the value on field defaults to yes when i created the attribute. i have set on the onload - on create crmForm.all.new_a.DataValue = null; this doesnt work - dunno what else i can try. thanks heaps in advance regards Ridhima Tag: SBS CRM & RSS Tag: 91355
  - 11
    - De-track in CRM Hi, Is there a way to De-track an opportunity or Account that has been tracked on an Email after it has been saved or sent? Regards, David Tag: SBS CRM & RSS Tag: 91354
  - 12
    - Sorry for the XPost, but I'm lost in the CRM model Howdy, I'm a database developer, not much on the practical end of things so I'm a bit baffled by a behavior a co-worker queried me with. I tried helping her with it and I'm dumbstruck with just how odd CRM is. I assume it has to be a knowledge gap on my part so let me see if I can explain this. We have a CRM view based on a custom entity called "schedule." Each schedule needs to be linked to another custom entity called "location." We seem to have that part working. But on a view based on schedule, I want to refer to matching location's name. I can't figure out how to get it show locations name, just its key value. Anybody have a suggestion? And sorry for the XPosting, wasn't sure where a question like this made sense. Thanks, Kent Tag: SBS CRM & RSS Tag: 91353
  - 13
    - Closing Campaigns I was wondering if there was a way to set it up if that I switch a campaign to Completed, it no longer becomes an option when choosing a source campaign in the Opportunity? ---------------- 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=492185ae-13b4-465d-b303-bcd67537cd20&dg=microsoft.public.crm Tag: SBS CRM & RSS Tag: 91352
  - 14
    - Outlook Offline Use of CRM Address Book I am using the CRM Outlook client and have created a CRM Contact. I have confirmed the CRM Contact appears in: a) my Outlook Contacts, b) my CRM Contacts, and c) the CRM Address Book. I then take the CRM Outlook client Offline, close Outlook, and disconnect from my network. Upon reopening Outlook, the CRM Address Book is empty (but the GAL is still populated). Why is the CRM Address Book empty? Doesn't it get cached like the rest of the CRM Contacts? -- David Tag: SBS CRM & RSS Tag: 91350
  - 15
    - Shared Calendars - unable to Track in CRM We have a central receptionist who has Author permissions to the Outlook calendars of all the sales staff in her unit. She makes client appointments for the sales staff and enters the appointment directly in their calendar, but Track in CRM icon is not available in their calendar for her as Author (even though the sales staff have CRM installed. MS tells us they don't have a shared calendar solution.) She's tried creating the appt in her calendar, promoting it to CRM, then dragging the appt into the sales person calendar. This workaround is flaky though. We are using Sales module only at this time. Suggestions? Tag: SBS CRM & RSS Tag: 91345
  - 16
    - Reporting We have a customized report that we run every month that we export to Excel. Is there a way that we can change the query on this report each month (since it is based on a monthly date) without having to create a whole new report? There has to be a way to do this so we can maintain the same formatting in Excel that we have done for that particular report. Please help. Tag: SBS CRM & RSS Tag: 91344
  - 17
    - CRM Service Calendar/Outlook Integration Hello- This is probably a stupid question... When using the Service Calendar component of CRM, are appointment automatically synchronized into the Outlook Calendar of the service technician for whom an appointment was scheduled, or would they need to log into CRM and manually copy the appointment into their Outlook Calendar? Any pointers to documentation one way or the other would be much appreciated. Thanks, -Sean Tag: SBS CRM & RSS Tag: 91342
  - 18
    - Setup Trigger to send CRM Client back online Has anyone setup a trigger that would trigger the user to back online when they connect to the network after being offline with their laptop client? Thanks Tag: SBS CRM & RSS Tag: 91340
  - 19
    - CRM DateTime Attribute Is the following CRM standard DateTime attribute or format? 2007-08-31 04:00:00.000 Thank you in advance for your assistance. Tag: SBS CRM & RSS Tag: 91335
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    - Help reinstalling on the same servier Hi everyone! I need to know the process to reinstall CRM on the same server. I've had some issues with it and I'd just like to wipe the slate clean and start all over. However there is some data in it that I would like to preserve and re-import after the reinstall, i.e. Accounts, Leads, etc. The Export to Excel function is definitely not very helpful as it only exports a few columns, unless I do a dynamic spreadsheet which I imagine connects to the CRM server to get its data -- an option which would be useless if I reinstall. Is there a way I can just backup the two SQL databases and then restore them after the reinstall? What kind of issues would I be dealing with, i.e. with custom entities and/or custom fields that have been added (i.e. would it complain if I just restored the old databases before I created the custom fields after the reinstall?) My reporting services apparently don't work either so I can't get a big report of accounts, leads, activities that I need to keep and it looks very very time consuming to go through each view and add all the columns and then export that way. Thanks! Tag: SBS CRM & RSS Tag: 91331
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    - invalid user authorization I am getting an invalid user authorization error message when trying to create leads / accounts using a specific security role. If I change the security role of the user then they don't have the problem, also if I swap the security role for a user and they create a lead and then I swap them back it will be ok for an undetermined period of time before it starts throwing exceptions. Does anyone know what may be wrong, I can't change the role of the user permanently as the different roles allow the user to perform different actions in the application. TIA Tag: SBS CRM & RSS Tag: 91328
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    - workflow rules Hi, I am trying to make an advanced find view for "incident",namely: if the incident is open and if two days past after the creation of the incident. Can anyone suggest me about this? Tag: SBS CRM & RSS Tag: 91325
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    - CRM Mobile deployment Hi all! I am attempting to deploy CRM Mobile and my first test is an HP IPAQ. I have the deployment package installed and am attepting to connect to the server but I receive an error message when I click to connect. SQL CE exception Error Code: 80072F76 Message : Minor Err.: 28035 Source : Microsoft SQL SErver 2005 Mobile Edition Exception Contents: [TIM]10.29.2007 15:21:01 [CMP] rdaMsgBusErrorTrace [LVL]0 [EVT]0 [TXT]Exception details : Message: blah blah blah! As well as more of the same error information, only the errors following that one have 3080 after the [EVT] and the Exception after the [CMP] is different (ie., mMBSException... Please help. In a bit of a time crunch here and would appreciate the assistance. Thanks. Tag: SBS CRM & RSS Tag: 91322
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    - CRM Moble Express Invalid URI I have downloaded and installed CRM Mobile Express as per Microsoft's instructions. I am able to open the mobile web page, but there are no entities. When I try to add one from the CRM admin page, I get a box that says: Server Error in '/MobleClient Application. Invalid URI: The format of the URI could not be determined. Has anyone run across this and solved this issue? Thanks. Tag: SBS CRM & RSS Tag: 91314
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    - Issue with Duration Control on Activity Forms in Japanese Crm Hello, when we attempt to create a new activity in Crm 3.0 (Japanese install) we receive the following message: ============================== Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Metadata provided to duration control must have a format property of duration 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.Exception: Metadata provided to duration control must have a format property of duration 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: [Exception: Metadata provided to duration control must have a format property of duration] Microsoft.Crm.Application.Components.Sdk.FormControls.Web.DurationControl.set_Metadata(AttributeMetadata value) +82 Microsoft.Crm.Application.ControlActivator.CreateControl(ControlDescriptor controlDescriptor, String clientId) +2371 Microsoft.Crm.Application.Forms.CrudForm.BuildFormModel(FormDescriptor formDescriptor) +591 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +115 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +255 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 ============================== I have been able to reproduce the issue by going to the form customization and selecting the preview option from the drop down menu. As a workaround, if I remove and then re-add the Duration attribute and preview/publish everything will work as it should. The issue with this however is that in the default form, the duration attribute is a drop down control but after I remove and re-add, it will only show a textbox so we will have to rely on the users to type in valid data for that field instead of allowing for selection. Another issue with this workaround is that on the Appointment and Service Appointment forms, the Duration control is locked to the Scheduling Information section, so I cannot remove it thus the error will always occur. We also have installations of Crm in English and do not experience this issue so it appears to be unique to our Japanese install. If anybody can offer any insight it would be greatly appreciated. Thanks, Allen D. Tag: SBS CRM & RSS Tag: 91313

I am curious to see if anyone has been able to get RSS feeds working properly
on a SBS install of CRM 3.0. I've found a few sites but those suggestions
don't seem to help. If anyone has any suggestions it would be greatly
appreciated.

J.

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