About the VIEW of CRM 3.0

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- Previous
  - 1
    - Remote access for CRM web client Does anyone have any experience of usage or performance issues when running a CRM web client over 1) 1.8 mbps 3G mobile broadband 2) 56k dial-up connection? Thanks, Kevin Tag: About the VIEW of CRM 3.0 Tag: 90316
  - 2
    - help creating a report I am running CRM 3.0, I am creating a report with Visual Studio. I am trying to create a report for all closed cases for the month. I need the report to give me back the following information: customer name, ticket number, closed date, tech that worked the case, time spent. I also need the report to detail out all the activites (phone calls, tasks, etc). Below is what I have so far, any help would be apprciated. Thanks! SELECT FilteredIncident.accountidname, FilteredIncident.ticketnumber, FilteredIncident.title, FilteredIncident.gn_closeddate, FilteredIncidentResolution.owneridname AS Expr1, FilteredIncident.accountid, FilteredIncidentResolution.timespent, FilteredIncident.new_hoursworked, FilteredTask.subject, FilteredPhoneCall.subject AS Expr2, FilteredPhoneCall.actualdurationminutes FROM FilteredIncidentResolution RIGHT OUTER JOIN FilteredIncident ON FilteredIncidentResolution.incidentid = FilteredIncident.incidentid LEFT OUTER JOIN FilteredAnnotation ON FilteredIncident.incidentid = FilteredAnnotation.ownerid CROSS JOIN FilteredPhoneCall CROSS JOIN FilteredTask CROSS JOIN FilteredRelationshipRole CROSS JOIN FilteredService WHERE (DATEPART(mm, FilteredIncidentResolution.createdonutc) = DATEPART(mm, GETDATE())) AND (DATEPART(yyyy, FilteredIncidentResolution.createdonutc) = DATEPART(yyyy, GETDATE())) AND (FilteredIncident.accountid = '829c0833-a96a-db11-8410-001143ee0c27') AND (FilteredIncident.statecode = 1) ORDER BY FilteredIncident.accountidname Tag: About the VIEW of CRM 3.0 Tag: 90313
  - 3
    - Changing attribute in account record depending on Opportunity num Hello, I added some relationship types for account entity (prospect, pending prospect). Pending prospect means prospect with no opportunities. I want to control this value on opportunity close event. I mean when I close opportunity as lost - check if there is some opportunities left for the account and if no - set relationship type of an account as pending prospect. The question is how to check if there are some opportunities open for an account. I think it should be some simple value, but i cant find any. Thanks, Akop Akopyan Tag: About the VIEW of CRM 3.0 Tag: 90309
  - 4
    - quick campaigns and custom entities Hi, Is there any possibility to create an email activity for several contacts regarding a custom entity record: e.g. you have a list of vehicules and you like to send an email to some of your customers (system/personal view, since they need to have certain conditions before they can be notified about a certain sale) to notify them about the sale of one of the vehicules: options I considered: - relate quick campaigns to a custom entity --> seems not possible since quick campaign = non-customizable system entity --> is there a workaround? - you should be able to change the "regarding" field when creating emails via quick campaigns, so you can directly relate the email to the vehicule --> is there any possbility? - from the vehicule record I could send an email; but the problem is that I can't make a selection of the customers I would like to mail based on certain conditions (values on the customer records) Does anyone know a good option to handle this? Meaning: being able to quickly send e.g. an email to some contacts regarding a vehicule...? Tag: About the VIEW of CRM 3.0 Tag: 90305
  - 5
    - Integration AX and CRM Does anyone know if there is an integration (connector) between Microsoft CRM 3.0 and Axapta 4.0? Tag: About the VIEW of CRM 3.0 Tag: 90303
  - 6
    - Exchange router service Hi, We have a problem with the crm 3 MSCRMexRouter service. the following item appears every 3 mins. in the application log: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Het bijgevoegde bericht van bericht: DS: bestanden vervolg in postvak: crm is mislukt voor (System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. When looking at the performance monitor, the average disk queue length is almost always 100%. Memory and processor are normal. There's still 7 giga free disk space. Any help is appreciated Geert Tag: About the VIEW of CRM 3.0 Tag: 90302
  - 7
    - what is new in Microsoft Dynamic CRM 4.0 (manual) I have downloaded the manual from the partner web site of microsoft and i am not sure if it is legal to share it with the community members. If not , all i can do is to mail it to someone who can put it for download .Its pdf file. /Aamir Denmark Tag: About the VIEW of CRM 3.0 Tag: 90299
  - 8
    - Reporting Services Error Hi, I am having an error in Reporting Services. Can anyone suggest a solution; " An error has occurred during report processing. (rsProcessingAborted) Get Online Help Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Get Online Help Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. " Tag: About the VIEW of CRM 3.0 Tag: 90294
  - 9
    - SRS 2005 and SMTP setup Hi, I'm a little confused on how to setup sql reporting services and allow scheduling of reports with email distribution. My environment is pretty easy...we have everything on the same box. Windows Server 2003, SRS 2005 and MS CRM 3.0 r2. I've walked through the SRS config pages and tried tweaking the rsreportserver.config. I can successfully email via my smtp server. However when I subscribe to a report and have it send an email I get the following error. "possible reason - service account doesn't have rights to check domain user SID". Does anyone have a good walk through? I assume it has something to do with the service account running SRS, but I can't get any type of account to work. Tag: About the VIEW of CRM 3.0 Tag: 90291
  - 10
    - Importing a Marketing List into CRM I want to create a Marketing List by doing a Bulk Import of the list of Accounts into CRM (3.0) from a tab-delimited text file. All of the Accounts and their mailing and other information already exist in CRM -- I don't need to import the Accounts themselves, I just want to create the Marketing List with the Accounts added as members of the list. It seems like I should be able to supply a .CSV file containing a list of the Accounts I want included in the list, and during the Bulk Import CRM should add those Accounts from its own store to the list. But that doesn't seem to be the way it works. When I try to create a Marketing List of Accounts via Bulk Import, I am required to provide the Account Name and the Relationship (which will always be the same for every member of the list). If my CSV file contains other fields, I am able to map those to the fields in a CRM Account. However, I want to use the values already stored in CRM for each Account, and don't want to 're-create' the Account object just for the Marketing List. When I complete the Bulk Load Wizard steps (creating a new Marketing List to accept the list), a Bulk Import Activity is created and marked as Pending. It never progresses beyond that point, however. I have tried restarting the MSCRMWorkflowService, but that did not cause the Bulk Import process to run. It just sits there, with no indication of a start time and no values in the boxes for successful/failed records imported. A possible complication: The Accounts in my system are not uniquely identified by their Account Name field. In addition to the GUID for an individual Account, another field -- "AccountNum", a custom field -- serves as the human-readable unique id for the account. I have included that field in my .CSV file and mapped it to the correct field in the Account. I'm probably missing something here. Can someone provide guidance on how this should be accomplished? Thanks, BillB Tag: About the VIEW of CRM 3.0 Tag: 90289
  - 11
    - Service calendar direct email The direct email in the service calendar send email to the business receiving the service. Is there a way to send email to someone else (IE to notify the tech that they have a job scheduled) -- Regards, Kevin Wilson Tag: About the VIEW of CRM 3.0 Tag: 90288
  - 12
    - CRM Service Calendar resources Is there any way to use a contact as a resource or facilty in the service calendar so a contact (technician), not a CRM user, can be assigned to a task? Regards, Kevin Wilson Applications Integrator A.T.S. - Australian Technical Services Pty Ltd. kevin@atservices.com.au 03 8520 9700 03 9557 4854 P.O Box 4066. Patterson VIC 3204 http://www.atservices.com.au The information in this e-mail is privileged and confidential, intended only for the use of the party named above. If you are not the intended recipient, any use of the information is strictly prohibited. If you have received this in error, please return it to us by e-mail. The sender cannot guarantee that this e-mail or any attachment to it is free of computer viruses or other conditions which may damage or interfere with data, hardware or software with which it might be used. It is sent on the strict condition that the user carries out and relies on its own procedures for ensuring that its use will not interfere with the recipients systems. And the recipient assumes all risk of use and absolves the sender of all responsibility for any consequence of its use. Tag: About the VIEW of CRM 3.0 Tag: 90287
  - 13
    - Marketing Lists We are exporting a marketing list through the "export to excel spreadsheet" tool in order to print mailing labels. When we try to export the marketing list we are getting all of the contacts in CRM. I have tried this on two different CRM environments and have the exact same results. It seems the query is returning all rows from the database and not the rows from the marketing list. Tag: About the VIEW of CRM 3.0 Tag: 90286
  - 14
    - Printing a contract Perhaps I misunderstand the intention of the contracts...but I would like to print a contract so that it can be sent to a customer with details of the agreement. The default print view is uninformative and vague. (example: billing address does not show an address rather an index card that says the name of the billing address). There is no view to customize that I can see. Any ideas? Tag: About the VIEW of CRM 3.0 Tag: 90285
  - 15
    - Change phone number mapping on Phonecall Activity Does anyone know of an easy way to change the field mappings between leads and phonecall activities? We would like to change the mapping from business phone to home phone on the phone number field. There is currently no way to modify mappings on activities. I thought about a few ways to accomplish this: 1. change the display name on business phone to home phone and vice versa. I don't really like this approach. Very simple, but I would have to go back and correct data, etc. There has to be a better solution. 2. Create a callout on the phonecall create event. Check the related entity to see if it is a lead. If it is, grab the home phone number and populate the phone call activity. Would this overwrite the default mapping or vice-versa? Any thoughts? Thanks Tag: About the VIEW of CRM 3.0 Tag: 90278
  - 16
    - Final Problems Alright. Getting closer and closer to the full instal of CRM onto our network, and there are only two hurdles left. The first error message I am getting, during the install, states "The specified domain either does not exist or could not be contacted.". The second error, agian during the install, "Setup cannot connect to the Microsoft CRM server. This might indicate that the server is down." Any helpful hints to get this thing fully installed? thanks, Chris Tag: About the VIEW of CRM 3.0 Tag: 90277
  - 17
    - Scribe Migration from Goldmine question? Linked documents failure I am running into a little "failure fetching source row" error on part 3 of the migration from goldmine to crm using scribe. it appears that there are some "broken links" in our linked documents section of goldmine. This is due to documents being linked, and then someone moving them. This is a minor issue in the grand scheme of things, but Scribe stops cold with the "failure fetching source row" is there any way to make it continue, rather than breaking the migration? Rodney P.S. i knew i would jinx myself.... ((see my earlier post)) Tag: About the VIEW of CRM 3.0 Tag: 90276
  - 18
    - Change Discount List I'm trying to change our discount lists (about 21, applied to over 40 Products & 2 Price Lists) from percentage to $. Can I do this on-the-fly? It doesn't appear so. If not, should I (in order): 1 Create New Disc List 2 Associate new Disc List with appropriate Products 3 Delete Old Discount Lists Has anyone done this before? This is going to be a HUGE project, and am looking for any tips I can get. Thanks. Tag: About the VIEW of CRM 3.0 Tag: 90275
  - 19
    - Adding user CAL to Action Pack CRM 3.0 SBE Hello, We have CRM 3.0 SBE installed from our Action Pack subscription. We have need to go beyond the 10 included user licenses and have purchased 2 more SBE user CALs through Microsoft Open Licensing (along with a 5-pack of 2003 SBS CALs we needed). The problem is on the eopen website where I get the license keys for the 2003 SBS CALs, the new CRM user CALs are listed but there is no license key. I have no idea how to get the key needed to add the licenses we just purchased to our current CRM installation. I can't even seem to find anyone to call who even understands the problem. Both the original install and the new licenses are registered at the CustomerSource site, but nothing there seems to indicate where I can get the needed key or how otherwise to upgrade the installation with the two new user CALs. Any help is *greatly* appreciated! Tag: About the VIEW of CRM 3.0 Tag: 90268
  - 20
    - Can't Trigger Manual Sales Processes I have created rule that triggers one of several manual sales processes when an Opportunity is created. It checks several conditions and then calls one of a few manual sales processes based upon the condition. With my security role, the workflow runs as intended, however, at the level of the intended user, the trigger rule runs fine and the Workflow Monitor says it is completed but the manual sales process never runs; it doesn't show up on workflow monitor. I suspect a permissions issue but I cannot figure it out. Is there a specific security role setting that has to be available to run a manual sales process? Thanks for any help or suggestions. Tag: About the VIEW of CRM 3.0 Tag: 90267
  - 21
    - RDC Crystal Reports integrated problem I use Report Designer Component (RDC) in my program to allow user modify reports. I downloaded RDC Merge Modules for Crystal Reports XI Release 2 from BO. It is the zip file contains 4 files: * CrystalReports11_5_RDC_Designtime.msm * CrystalReports11_5_RDC_License.msm * CrystalReports11_5_RDC_Reportengine.msm * CrystalReports11_5_RDC_Runtime.msm I made a build and install but I got the error about license. So, I try to add all 4 merge modules and use the install serial (I bought the Developer Edition) for keycode property of CrystalReports11_5_RDC_License.msm. Unfortunately, I got the same error. An exception of type 'System.UnauthorizedAccessException' occurred and was caught. Type : System.UnauthorizedAccessException. at CRDESIGNERCTRLLIB11_5.DLL ... Message : This system does not have a valid license, or the evaluation copy of the license has expired. Please contact Business Objects to obtain a Report Design Control license. Source : CrystalReports11.EmbeddableCrystalReportsDesignerCtrl.1 So I have some question: 1. Do I need another license for distributing the Designer Control ? 2. There are 4 merge modules, which ones I need to include in setup project? I use VS 2005 Developer Edition, Crystal Reports XI Release 2 Developer Edition on Windows XP SP2. Thanks in advance. Tag: About the VIEW of CRM 3.0 Tag: 90260
  - 22
    - Notes & History Reporting Is there a way to print out a reort containing all of an Account's Notes and History and then also filter them by date? I'm not finding that anywhere easily and was wondering if someone could help me out on this one. Tag: About the VIEW of CRM 3.0 Tag: 90257
  - 23
    - deleting fields Hi all, I have 12 different custom entities, and each entity approximately have 200 fields. I want to put a button to the toolbar of each entity and when pressed this button, It must delete the data in the fields of the entity. The normal way to accomplish this is, to put a statement like this: crmForm.all.schema_name.DataValue = ""; BUt it will take too much time for me using this idea (there are 2500 fiels). So, does anyone recommend me a better way? Thnx. Tag: About the VIEW of CRM 3.0 Tag: 90254
  - 24
    - The e-mail address in contacts is a hyperlink but it does not work The e-mail address field in CRM is a hyperlink but it does not fire up outlook and put the e-mail address in. Is this our installation or does it not work for anybody? If anyone has got it working, do you know how? Thanks, Clare Tag: About the VIEW of CRM 3.0 Tag: 90251
  - 25
    - CRM Titan VPC FYI, Titan VPC for MSFT Partners https://mbs.microsoft.com/partnersource/products/mscrm/newsevents/news/CRM4VirtualPCImageCTP3Beta.htm Tag: About the VIEW of CRM 3.0 Tag: 90250
- Next
  - 1
    - Prompt: Connecting to crm. I am having some issues when moving to the setting area in CRM. OFTEN I am asked to authenticate again to the the CRM server despite my credentials not being accepted. I have: IE popup blocker off I have //crm in my Trusted sites Once again it only appears to happen from the Settings area. Tag: About the VIEW of CRM 3.0 Tag: 90248
  - 2
    - Amortisation Has anyone any idea about how to handle amortisation of revenue and profit on CRM. This is the concept of when the product being sold is a contract based service which has one or more payment points in the year but that the revenue and profit can only be recognised on a monthly basis. So for example if the invoice is Â£12000 per annum each month for commision reports Â£1000 against that single invoice should be reported. My only thoughts so far have been to add additional fields in which the amortisation can be detailed. This would then give issues on reporting. If anyone has any ideas or have done this before I would appreciate their comments. Thanks Russ Tag: About the VIEW of CRM 3.0 Tag: 90244
  - 3
    - Contacts, appointments,clients, companies I can deactivate but I can't delete, any help? I have my CRM 3.0 under SBS 2003 Premium and everything works fine except for a problem I have when deleting appointments, contacts, clients. I can deactivate them, but I can not delete them. I have an SQL error. I set the option in development errors to ON, but I don't get more messages, also I tried to make changes in the database with SQL and everything work fine, I changed the status code. When I do the revision of the environment the only thing I get is an error MSCRM.ftcat_documentindex, but I think that this is nothing. Have anyone had this problem? Thanks in advance. Tag: About the VIEW of CRM 3.0 Tag: 90243
  - 4
    - Email without Exchange Server Is there a way to configure the email settings without installing the Microsoft Exchange Server. I mean, I am using the web client only at the moment and I want to figure out a way to send and receive emails with out the exchange server since I have not installed the Exchange server at the moment. Is it possible at the moment ? If yes how. During installation I gave it my company's stmp server but I can't send and receive emails. I will be grateful for any suggestions. Regards, Shoaib. Tag: About the VIEW of CRM 3.0 Tag: 90239
  - 5
    - CRM Entity Hello Everyone, I am trying to setup CRM for my organization. I am wondering from where I can create Navigation option like Sales, Marketing, Service.... I will appreciate any help! Thanks & Regards, Sunil Chelaramani Tag: About the VIEW of CRM 3.0 Tag: 90237
  - 6
    - How to lock closed opportunities Hi, I would like to prevent users from re-opening closed opportunities after a certain period from the Actual Closed Date. This is to prevent them from changing some of the information. The best would be to disable the "Reopen Opportunity" option in the Actions menu for the closed opportunity. I found that there is no access to the menu if I want to use javascript and workflow manager does not seem to cater for this scenario. I also looked at the security privileges but it does not have controls to menu level. Can anyone advise me how I can solve this? Thanks. Tag: About the VIEW of CRM 3.0 Tag: 90235
  - 7
    - Priority Atribute In Activities Hi all, Is there a way in which I can Modify the values in the Priority Atribute In Activities? I've tried exporting the entity and changing the value but did'nt find it. Any suggestions? Tnx, Guy S. Tag: About the VIEW of CRM 3.0 Tag: 90231
  - 8
    - Can an Advanced Find be exported? Do you know if an Advanced Find view can be exported Thanks, Clare Tag: About the VIEW of CRM 3.0 Tag: 90229
  - 9
    - Configuration for Shorter Case References ? Our crm (v 3) cases are in this format - CAS-02111-CYYE12 - which is a bit of a mouthfull both for the call centre to read out, and customers to remember. Is it possible to configure it so that as case is created with a shorter ref ie just the first part - "CAS-021111" ? It looks to me like this would still be unique, and in our old installation (v 1) case references were in this format. Tag: About the VIEW of CRM 3.0 Tag: 90224
  - 10
    - Help understanding the functionality of the 'My Work' queue - Emails Morning all, I am after an explanation of how the 'My Work' queue should behave. I have read through the Implementation Guide and looked at various sources on the internet but can only find information on setting up a new queue. We are using MS CRM 3.0 and have been passed a request to get users to check/use the My Work queue. The problem is we have had no real training on this side of CRM and dont really know if its functioning correctly in the first place. What are the critirea that an Email activity has to meet to end up in the users My work queue? Should it only end up in the users queue or does it go into the queues of all parties (To, CC, Bcc)? Sometimes when sending emails from within CRM or outlook, they end up in a users queue and sometimes they go straight into the 'All Activities' view marked as completed. I cannot seem to pin this down to a pattern/user and just need a pointer as to what behaviour I should expect before I can diagnose why this is happening. I thought you had to create an email activity and assign it to a user for it to end up in the My Work queue but this is not always the case and its driving me crazy. Thanks in advance Dan Tag: About the VIEW of CRM 3.0 Tag: 90222
  - 11
    - Sub Accounts : Owners We have Resellers & Sub Accounts. The Owner of a Reseller is a sales person, the Owner of a Sub-Account is Customer Care. How do we reassign a Reseller to another sales person with out the Sub Account Owner's name being changed to the same sales person? We can manually change the Owner of these Sub Accounts, but this is a tedious process. Can anyone advise pse? Tracy Tag: About the VIEW of CRM 3.0 Tag: 90221
  - 12
    - Currency to Words Anyone have code for this? We are creating a check and need a way to convert the currency to words. I don't care if we do it within the report writer or create a separate field within CRM that is populated on change of the currency field. Thank you! -- Susan Tag: About the VIEW of CRM 3.0 Tag: 90218
  - 13
    - Add a button to send an email How do I add a button or shortcut to the toolbar to start an email so I don't have to click Actions/Add Activity/Email. Three clicks should be one. Thanks! -- Susan Eckles Power Time Corporation Tag: About the VIEW of CRM 3.0 Tag: 90216
  - 14
    - Email Entity Visibility I need the email entity to be visible in the Opportunity and Contact Entities. However, on the information tab in Settings/Customization/Email, all of the key areas are grayed out (Workplace, Sales, Marketing, etc.) Someone knew this was essential information in an essential format, or the entity would not have been created. How can I activate it? I can't imagine why this, like activities and history, would not be accessible everywhere that emails can be attached. THANKS! -- Susan Eckles Power Time Corporation Tag: About the VIEW of CRM 3.0 Tag: 90215
  - 15
    - crm queue hey all i've created a new queue called 'support' email address is support@*.com ad user is disabled when i use message tracker on exchange i see the emails are being forwarded to router@*.com but they are not going into the support queue i've restarted the server but still didn't work any ideas? thanks Tag: About the VIEW of CRM 3.0 Tag: 90214
  - 16
    - Outlook still crashing post Update Rollup 2 being installed A few of my users, not all, are having Outlook crash on them. The errors read, "Faulting application outlook.exe, version 11.0.8118.0, stamp 456628bf, faulting module unknown, version 0.0.0.0, stamp 00000000, debug? 0, fault address 0xffffffff. I have applied update rollup 2 on all my clients. When I look at the version of crmaddin.dll, it reads 3.0.5300.1558, which I believe is the latest. I'm not sure what to try next. Has anybody had problems AFTER installing update rollup 2. Most people say all their Outlook crashing problems were fixed after installing this update, but this unfortunately is not the case for me. Any suggestions would be appreciated. chris Tag: About the VIEW of CRM 3.0 Tag: 90213
  - 17
    - CRM Desktop Client installation - Vista/Outlook 2007 Hello all I am trying to install the desktop client on my coworker's machine, but it asks me to enter an admin username and password. I did the first time, but the installation failed because it said that the user had to initialize the Outlook inbox. This had happened before with another installation of the same setup to another coworker, I assumed that the installation detected the admin as the current user for whom the client was being installed, so the way I got around this was to make my coworker an Administrator while the client was being installed, it worked, I changed it back afterwards. So I tried this again with my other coworker (the one with the more recent installation, the one I was originally talking about) but the installation asked me for admin credentials again...I don't know what else to try. Can anyone please point me in the right direction as to how to solve this? Thank you, S.R. Tag: About the VIEW of CRM 3.0 Tag: 90209
  - 18
    - updating CRM Connector when moving the CRM Database to another server. What updates to the MS CRM Connector do I need to do if I'm moving the CRM database to another server. I have not been able to find any information on this :-( Thanks in advance for any help, D~ Tag: About the VIEW of CRM 3.0 Tag: 90208
  - 19
    - Record Unavailable Message to End User with CRM 3.0 I have a user who is getting "Record Unavailable" on his active accounts and contacts. He can access his opportunities but the Account Name has "Record Unavailable". I checked his User records and he is not working in restricted mode. I also checked the database and verified his user record has not been changed. Now, the user was working just fine last Friday. However, on Monday he started getting the messages. Any thoughts on how to correct this? -- ...Mike Stone Tag: About the VIEW of CRM 3.0 Tag: 90205
  - 20
    - Marketing account list with contacts firstname lastname Hi, I want to change the marketing account list, that it shows firstname lastname instead of the primarycontactname. After updating the code in the SavedQueryBase there is a message: No Attribute Exception: 'Account' entity doesn't contain attribute with Name = 'primarycontactid.firstname' Code: <fetch version="1.0" output-format="xml-platform" mapping="logical"> <entity name="account"> <attribute name="name" /> <attribute name="address1_city" /> <order attribute="name" descending="false" /> <attribute name="telephone1" /> <attribute name="address1_line1" /> <attribute name="address1_postalcode" /> <attribute name="accountid" /> <link-entity name="contact" from="contactid" to="primarycontactid"> <attribute name="firstname" /> <attribute name="lastname" /> </link-entity> </entity> </fetch> <grid name="resultset" object="1" jump="name" select="1" icon="1" preview="1"> <row name="result" id="accountid"> <cell name="name" width="125"/> <cell name="primarycontactid.firstname" width="50"/> <cell name="primarycontactid.lastname" width="50"/> <cell name="address1_line1" width="100"/> <cell name="address1_postalcode" width="50"/> <cell name="address1_city" width="100"/> <cell name="telephone1" width="100"/> </row> </grid> Tried also with contact.firstname. Any idea whats wrong with linking these two objects? Thanks for your help Jan Tag: About the VIEW of CRM 3.0 Tag: 90194
  - 21
    - Migrate CRM 1.2 to another server Hello, I need to migrate a CRM 1.2 server to another server box and i can't find information about this can someone help me. Thank You, Paulo Mesquita Tag: About the VIEW of CRM 3.0 Tag: 90192
  - 22
    - Changing Domain Login Our sysadmin group changed the domain login for a user because she got married and took her husband's last name, so she can't log into CRM anymore. Is there a way to change her login in CRM? Will changing it in SystemUserBase work? Tag: About the VIEW of CRM 3.0 Tag: 90191
  - 23
    - Connect two new entitys - missing link |-) ? Hi, I guess I missed something |-) What I want to do: I want create a new entity (it should be a list) where a second entity (a paramter) can be selected as a lookup (n:1) within the first entity it should be also able to select the account or contact as one attribute (lookup) What I did till now: I created two entitys, created a relationship What do I have to do so that a value b from the entity B is available in a lookup field within entity table a. I really would like to understand this :-) So I am happy for any link or any help best regards Tag: About the VIEW of CRM 3.0 Tag: 90190
  - 24
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How to change the settings of "Leads of Marketing Members"
I want to add some fields into the VIEW of "Marketing Members(Leads)", but I
didn't find it.
It just display the Name of Lead, but it has no Names of Company.

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RE: About the VIEW of CRM 3.0 by Carsten

Carsten
Wed Oct 10 11:52:07 PDT 2007

You might find this helpfull:
http://yourcrmserver/tools/vieweditor/viewManager.aspx?id={2F0D0EDE-D356-4B1E-83BD-E978F10E3EEB}

You will have to publish your customizations of course. But youÂ´ll not find
the Entity Marketinglist. ItÂ´s because these views are special so youÂ´ll have
to modify more than one view.
YouÂ´ll find three Views "All Members", "Active Member" and "Inactive
Members", so here are the GUIDs to the Views

Account:
"All Members" 51DE84DD-732F-440F-A506-26123A19AB50
"Active Members" A424AC61-BEC9-48B0-A3E0-4BB903BD186E
"Inactive Member" D9C57FEE-71AD-48E2-A17B-4EBBD01EC328

Contacts:
"All Members" 2F0D0EDE-D356-4B1E-83BD-E978F10E3EEB
"Active Members" 33A05713-9D37-4CE8-B41F-BC515F426271
"Inactive Members" 09963269-65E7-4F70-963F-A61EE495E705

Leads:
"All Members" FC1B8995-4E44-4D65-99BE-1E945953564C
"Active Members" 9237F5BF-3F99-4034-8501-E279334774BB
"Inactive Members" 0459CCFB-BD0F-4E0B-95E7-CAC9BC3688FA

Best regards
Carsten

PS: Please vote if this posting was helpfull.

"Frank" wrote:

> How to change the settings of "Leads of Marketing Members"
> I want to add some fields into the VIEW of "Marketing Members(Leads)", but I
> didn't find it.
> It just display the Name of Lead, but it has no Names of Company.
>
>
>

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