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- Previous
  - 1
    - Reply/Forward CRM Email Reply from Outlook Inbox Situation: A CRM user (person A) sends an email to a contact (person B) via Sales for Outlook Client. This email is shown under Activity History for that contact. 'Person B' replies to the email. That email comes back and is added to the Activity History (because of the email router) too. 'Person A' forwards/replies to the message from 'Person B' from their Outlook Inbox; however, the message will not be posted to the Activity History for that client. You must forward/reply to the message from the Activity History in order for this message to be posted to CRM. Question/Suggestion: We are currently using CRM version 1.2. Will this change in the next version? Is there a purpose to having it setup this way? We'd really like to be able to reply from our Outlook Inbox instead of having to go to the Activity History to reply to or forward the message after the reply to the initial email. It is something that we would really like changed. ---------------- 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=e750a1bb-e31b-4510-9dea-b52e229a5d26&dg=microsoft.public.crm Tag: Access Level Tag: 37436
  - 2
    - Invoice recalulate total amount Can I recalculate the total amount at Invoice? Can I create a new fields at the invoce that the value calculate the CRM? where I can see How do this? Thank Tag: Access Level Tag: 37423
  - 3
    - Fetch XML and Relative Dates Is it possible to use relative dates beyond the preconfigured conditions in Fetch XML? For example, I want to return all records created 30 days ago to present. I would want something similar to this: <fetch mapping='logical'> <entity name='account'> <attribute name = 'name'/> <attribute name = 'accountid'/> <filter type='and'> <condition attribute = 'createdon' operator='on-or-after' value='Now()-30'/> </filter> </entity> </fetch> I understand there are pre-configured conditions dealing with dates like 'last-seven-days', 'last-week', 'last-month', and 'last-year'. But, unless there is a 'last-XX-days', where XX can be any number of days, these won't due. So, the condition line above doesn't work, but is there something similar that does? Thanks, HRS Tag: Access Level Tag: 37420
  - 4
    - 3rd party databases Hello everyone, am a newbie (3 weeks) to CRM, consulting for a company using CRM1.2, about existing and new Crystal Reports. My question concerns the Axonom "Power Trak" database used by the CRM add on from Axonom. It is on the same SQL server that the CRM database is on. Is it possible to create new reports using data from this database and data from the CRM database through the CRM connection? (I hope not!) If not, what would be the recommended/best/cheapest/easiest way to view reports that use a 3rd party database? Or reports using ole-db and stored procedures? I have some ideas on this, just looking for someway I haven't thought of. Thanks Jim -- The Crystal Guy Tag: Access Level Tag: 37418
  - 5
    - importing a product list/catalog I'm trying to import a list of products into CRM 1.2 - can anyone provide direction on the best approach here? My product list comes in two forms: 1. an ASCII, comma delimited, double-quote text qualified file (similar to the text files that can be used to import Contacts) 2. several DBF files that cross reference one another - one for product pricing, one for product description, one for manufacturer codes, etc. What are my options? I would prefer the quick and easy approach. Once the data is imported we will need to update the entire database on a daily basis - it would involve replacing all the data with updated entries. Any suggestions? I could not find any documentation on how to import products into the CRM catalog nor do I see any training resources and/or classes that cover this. Tag: Access Level Tag: 37416
  - 6
    - Email router problems Hi, I have two issues regarding emails from CRM (1.2, English version). 1. I have installed the email router and I send email from CRM (web) and it puts the GUID in the subject and OK. But when the recepient respons the email it should be recognized and saved automatically to CRM and connect to the contact right ? This does not happen, what is wrong? Email is only visible in Outlook inbox and not CRM. 2. When I send CRM emails to Domino Server (Lotus Notes) all icelandic characters are replaced in the subject. Is there some workaround for this? Pretty bad if not Thanks, SH Tag: Access Level Tag: 37415
  - 7
    - Suggestion for Activities I'm sure this is going to be addressed in v2.0, but Categories for Activities would be excellent if they were integrated with Subjects... It would allow for better data integrety (no free text!) and thus better organization of Activities... --Dodd Tag: Access Level Tag: 37409
  - 8
    - Form template change, not being reflected Hi all, I've made a change to my Account template, to include different credit terms. The template and the preview of the template show up find, but when I go under New - Account, the new terms I've added do not show up. I've tried going under Deployment Manager and publishing it out...is there an interim step I'm missing? Thanks in advance... Dan Guinn Tag: Access Level Tag: 37408
  - 9
    - Strange security role behavior - Urgent please! I have a problem with security roles within two business units (B.U.) In each BU I created a security role that has the following privileges: Read Accounts - Organization Read Cases - User I want all users to be able to access all accounts and to access only cases created by them. In B.U.1 with user1: I create an account and in that account I create a case In B.U.2 with user2: I create a case for that same account. My problem is: User 1 can access both cases, and user 2 see only that case that was created by him. In my opinion the systems is working as expected for User 2, only. I think user1 should not be able to access user2â??s created incidentâ?¦ Iâ??m saying this because the security roles only have privileges to see cases of the user. Anyone can explain me this behavior, please? Tag: Access Level Tag: 37407
  - 10
    - The specified Microsoft CRM Server is not responding Hi, Since a few days whenever I try to access Workflow Manager / Monitor or User Manager in the deployment Snap-In I get this error: The specified Microsoft CRM Server is not responding... Everything was fine a couple of weeks before and even now users can access the server without any pb.. Thanks for your help Eric Tag: Access Level Tag: 37405
  - 11
    - Email sent via SFO email. Hi everybody, Is there a possibility to have the emails that are sent show in Outlook sent folder. Cause if an email is sent via SFO email it dont show in the Outlook sent folder. So we have to copy them ourself. S. Oumoulid Tag: Access Level Tag: 37404
  - 12
    - CRM should include a spell checker ---------------- 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=f49b7db5-123e-4496-a3cf-d891f10ae57d&dg=microsoft.public.crm Tag: Access Level Tag: 37403
  - 13
    - Adventure Works licenses question Hi all, My company is using the Adventure Works Cycle MSDN license for testing purpose. We also bought the full Suite Pro license with about 25 users to be put on the prod environment. My question is: is it possible to extend the number of users (from the initial 15) in the Adventure Works Cycle test platform? Thanks Eric Tag: Access Level Tag: 37402
  - 14
    - Uninstall - Update Rollup 1 For Microsoft CRM Server 1.2 (KB892949) Hi, I just uninstalled this along with the CRmserver (needed to perform a fresh install). When I tried to re-install the CRM I had the message about requiring to configure APS.NET and/or the .NET framework before installing. As this was a VMimage, I just reverted back to the snapshot before I uninstalled it and continued without removing it. Has anyone had a similar problem or any advice other than dont remove it? Thanks Mike Tag: Access Level Tag: 37396
  - 15
    - Exchange Server locate in different windows domain In my scenario, I have two different domain one is domainA and other is domainB. I have Exchange 2003 Server in domainA and MSCRM 1.2 in domainB. Can I use web client send direct email from CRM to external through Exchange 2k3. Is Exchange server required in the same domain of MSCRM server? Thank you. CM Tag: Access Level Tag: 37391
  - 16
    - Search starts MS Office Installer When I click the "All files and folders" option in Search Companion, it always starts the Windows Installer trying to install Microsoft Office Small Business, which I don't have. Why does it do this, and how can I stop it? It takes hitting Cancel 3 times before it actually cancels and lets me carry on with my search of files and folders... Tag: Access Level Tag: 37387
  - 17
    - Adding licenses for Action Pack users Is it possible to purchase more licenses when using CRM under the Action Pack subscription? We're about to go live with this but I want to make sure I have the option to purchase more licenses when the need arises. I'm seeing all sorts of posts about not being able to mix and match licenses so I'd hate to have to reinstall at a later date. Tag: Access Level Tag: 37386
  - 18
    - Imported data is not visible to other users...... I imported data into CRM using CRM Import functionality and some with Direct SQL inserts through smart way. I am able to see the data and i am able to browse it and update it. My User is assigned to Sales Person Role, System Administrator Role and Sales Manager Role. So i can see all data. Sales Department has Sales Person Rights but they are not able to View the Accounts that ,Notes and Activities. Any help, How i can set the permissions for the sales person. We want every one to see every ones data..... Tag: Access Level Tag: 37385
  - 19
    - ActiveX Security settings and XP Home I have a client machine running XP home trying to access our CRM website. The logon credentials are accetped, but when the necessary ActiveX components try to download an error message stating the internet explorer Security setting "Run ActiveX controls and plugins" needs to be set to Enable. This modification has been made as we were directed and yet we continue to get this securoty message which prevents the use from getting to the CRM website. Is there an issue with XP home and CRM server? Can someone please direct me on how to fix this issue. Thanks Tag: Access Level Tag: 37384
  - 20
    - Reinstall SFO error Trying to reinstall SFO (Version 1.2) and it fails when attempting to install MSDE. I get the follow error: "Set has failed because of an error. Setup was unable to install Microsoft SQL Server 2000 Desktop Engine (sp3a). Install it seperatly and restart setup.exe." I have read all posts on this and tried everything. I removed all folders (sql and crm), enabled file and print sharing, made sure server service was started, i have a crm license and role, I have admin rights on my machine, and can access crm through browser. Is there anything else I can do that has not been posted? Any suggestions? Tag: Access Level Tag: 37382
  - 21
    - IIS authentication configuration/web client login issues I have a fresh install of CRM 1.2 Suite Professional w/ 5 MSDN partner licenses. - Win2K Active Directory domain users can authenticate to the CRM web client only when IIS is configured for basic authentication. Unfortunately, with basic authentication, I can not view users within User Manager (User Manager: The server localhost is not responding. ... you know the rest of the message) nor can I publish customizations (CRMsrvr: ***Error*** Failed to download XSL template files from Web Server). - In order for me to view users within User Manager and publish customizations I must enable "Integrated Windows authentication". However, when this is done, domain users can no longer authenticate to the CRM web client. Users are prompted for a login/password as usual but instead of getting access, they are rejected. What am I missing? Thanks for the knowledge. Tag: Access Level Tag: 37380
  - 22
    - Problem importing leads/contacts with embedded comma in fields When importing .csv file, if a text field that is delimited with double quotes contains a comma the import tool still see the comman and separated the field into two or more fields, which then shifts all the following fields into the wrong position. Am I missing a fix. I am running CRM 1.2 with the last rollup. Was there an earilier patch to fix this. Thanks - Bob Tag: Access Level Tag: 37372
  - 23
    - CRM off site Can the CRM website for a company be loaded on a computer even if CRM isn't installed on that computer? Tag: Access Level Tag: 37371
  - 24
    - CRM Website I am hoping that someone can help me. I have installed Microsoft CRM on a small business server. the url to the website is http://crmweb when I enter the url I get a dialog box asking for login information. After I enter the information sometimes i will work, other times is will just sit there and tell me "conecting to <server name>.<Domain name>.local After it works and I log in I get excited that finally it's working, but when I sign in again it no longer works. I'm just not sure what to do Thanks for your help -- Schaefer Networking Everett Buel Tag: Access Level Tag: 37368
  - 25
    - I'm desperate - Error finishing installation CRM I am using Reployment Tools. I followed the steps according to manual with no problems but when i start CRM Installation near the end it gives me this error messages â??Setup was unable to add the specified license key to your Microsoft CRM Deployment: s. When you complete setup, manually add the license key in license managerâ?? After completing the installation I restart the server and try to open CRM from Internet Explorer. It gives me this error â??An Error Occurred. For more information contact your system administratorâ?? I tried to open Deployment manager to add the license Key manually. It gives me this error â??The selected snap-in did not initialize properlyâ?? And I found this error in Application Event â??IsCRMSysAdmin: WhoAmI Faildâ??. Second I go with redeployment tool and after completing the redeployment wizard successfully. And begin to install the crm It gives me the same errors above I hope you can help me because i have 3 days working with this issue Thanks in advance Karolina Tag: Access Level Tag: 37367
- Next
  - 1
    - Country list Hi all, I'd like to add a list of all the countrys in the world to the Country field in the CRM to allow our users to select from a drop-down list. I can't seem to modify the Address1_Country field type in the Schema to make it a Picklist. I'm sure someone has already thought of this - Anyone know how to do it ? I guess I could create a new field and make it a pick-list, but we already have 15,000 + records in the CRM and the field Address1_Country is used. Thanks, Jim, Dublin, Ireland Tag: Access Level Tag: 37360
  - 2
    - Team as a owner of Account and Contact? Hi, Is it possible somehow to have a team as a owner of Account and Contact ? It is not possible through the normal interface but is it possible technically? Regards, SH Tag: Access Level Tag: 37358
  - 3
    - No Activities created after reassigned - Workflow I am trying to trigger an email to a sales manager when activities are not created by a certain time by a Sales Person. The problem is as follows: A Telemarketer calls on the lead and creates activities as to the follow up; once qualified, the lead is assigned to a Sales Person. I would like to create a workflow that looks at the time condition and checks for activities after it has be reassigned. (There are already activities from the telemarketer) but none from the sales person. The sales manager wants an email if there are no activities since it was reassigned. Can I do this. Thanks Tag: Access Level Tag: 37357
  - 4
    - Language Problem? Hello. I have a problem when open the Workflow Manager or Monitor. Says something like "Error with date, time and format setting. Settings incompatible with used in Workflow Manager". I have this deployment: Server 1 - W2000 (English) + MS CRM 1.2 (English) Server 2 - W2000 (spanish) + SQL 2000 (Spanish) + AD (Spanish) Could be my problem a language incompatibility problem?. Thanks in advance. Daniel Rodriguez SMS Sistemas Argentina Tag: Access Level Tag: 37356
  - 5
    - Removing the Quotes Folder in Navigation Pane of Outlook 2003 I have CRM 1.2 installed and we are working mostly with Outlook but as it's the standard version for all outlook clients I would like to remove some folders in the Microsoft CRM Folder like: Quotes, orders, invoices, Online Services. As with the standrad version we do not have access to those folders there is no need to show them. If we try open them with get the message "insuficient permissions...." which is normal but when we try to close it we can't get out anymore. We received all the time hthe message: Operation failed. Any idea how I can do it? Thanks for your help. Regards, Alain Tag: Access Level Tag: 37350
  - 6
    - You are not authorized to view this page We are experiencing problems with our CRM system. When we try to access Workflow Manager we receive the following error: "The specified Microsoft CRM server is not responding. This might happen if it is currently unavailable or it is not a Microsoft CRM server. For more information, contact your administrator." We receive the following error when trying to access User Manager: "The server localhost is not responding. This might happen if it is currently unavailable, if it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager. For more information, contact your system administrator." When receive the following error when trying to access CRM via the web client, we receive the following error: "You are not authorized to view this page. You do not have permission to view this directory or page using the credentials that you supplied because your Web browser is sending a WWW-Authenticate header field that the Web server is not configured to accept. HTTP Error 401.2 - Unauthorized: Access is denied due to server configuration. Internet Information Services (IIS)" We were in IIS yesterday looking at settings to determine what the problem is, but were unsuccessful. How do we get our system back up and running? Thank you in advance for your time and assistance. Tag: Access Level Tag: 37345
  - 7
    - File Upload Failure Hello, All! I have a problem with file attachments in CRM 1.2. When I open Contact, select Notes, create new Note, click Browse, select large file (approximately more than 6 MB) and click Attach, the alert raises: File Upload Failure There was a problem while attempting to upload the requested file. Check the file path and try again. I investigated that error code returned by /MSCRMSERVICES/NoteUpload.srf is 80044a02. I haven't found any articles containing 80044a02 in the MSDN, Google etc. Also I have a problem with file names, containing russian chars. They are smoothly being attached and visible, but when I trying to open or save an attachment, filename becomes an empty string and failure occurs. Does anybody faced such a problems? Thanks in advance, Eugene. Tag: Access Level Tag: 37344
  - 8
    - Crystal Reports 9.2.3 and CRM Hi, I'd like to know if CRM does work fine with the Crystal Reports Pro Version 9.2.3. I know the recommanded version is 9.2.2 but was just wondering if somebody successfully worked with 9.2.3/CRM Thanks Eric Tag: Access Level Tag: 37339
  - 9
    - Mail merge from opportunity with customised fields Most of our customers wants to make a mail merge from opportunity for several reasons : 1) directly mail to contacts who are involved on that specific opportunity/project 2) customised fields specific to their business, information that they wants to use/merge with a word document. regards Myriam ---------------- 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=b8761ef1-3162-4c7e-aae4-11eee39c77a1&dg=microsoft.public.crm Tag: Access Level Tag: 37336
  - 10
    - Publishing and subsequent iisresets changed database records... Hi, Just a quick question, can a subsequent iisresets and publishing of customizations during office hours change/alter database records in CRM? To be specific, below are the details: 1. The IT Admin did a customization on Case forms. 2. He then published it and did subsequent iisresets during office hours when users are still logged on to CRM. 3. During this time, a CRM user reported a "General network error", but this only happened ones. 3. After the publishing of the customization, 2 CRM users who previously owns 800+ & 1000+ records, now owns only 13 records each. Now, given this scenario, something must have happened in the background. No trace in the logs either except for the MSCRMDeletionService error. I have also checked the customization XML file and no inconsistencies there. Here are some facts that could also be helpful: 1. A CRM user at that time is doing some record assignment (account assigning) to a specific group of records. Any insights on this? or any theories you can come up with that could cause this error? I would really appreciate if you could help me on this... Thanks! Cheers, Tag: Access Level Tag: 37323
  - 11
    - Anybody have screen shot for MSCRM 2.0? Dear All, My boss asks me to do presentation about MSCRM 2.0, but hard for me to get screen shot for MSCRM 2.0. Anybody of you all have screen shot of MSCRM 2.0? Rgds, Frans Tag: Access Level Tag: 37322
  - 12
    - outlook w/crm add-in vs web-client Folks, I am rather new to MSCRM - and have scoured the posts and I am trying to figure out what are the disadvantages of using outlook w/add-in vs strictly using web client. A couple of comments from using and reading listserv: 1. If in outlook and want outlook/crm synched use buttons for performing actions (e.g. click 'CRM Appointment') - if I don't want an appointment to show up in CRM than make it in outlook... 2. I have created a large number of folders/rules to manage my inbound email (e.g. I am part of a few listservs and receive alot of eMag content - which I file directly into folders) - Is there a way to either prevent non-critical email going to crm (WITHOUT the id in the subject header) or re-create the folder/rule workflow that I have in outlook. Finally I am just curious how most folks are using this application - if in office w/in lan use outlook/crm add-in or always web? Thanks Joe Tag: Access Level Tag: 37321
  - 13
    - 'Cannot generate SSPI context' with outlook synch Folks, Just kind of digging into this application - I did my first synch with outlook with crm module installed this morning and it appeared to work fine. I have two issues: 1. My contacts got duplicated in outlook (when I click contacts tab) - one has the an icon I am used to seeing and another one I am not - although when sorted by names it doesn't look like it is completely duplicated - it looks like one is attached to outlook and the other one has a button for 'Open CRM Contact Form' for CRM. So I am not sure how to 'clean this up' 2. When I click the offline button I get the message 'Cannot generate SSPI context' and seems to hang than it appears that it might actually work - sometimes I can see other msgboxes flash by - is there a log file - that I can verify that this is working? Thanks Joe Tag: Access Level Tag: 37320
  - 14
    - How can I import Activities from Outlook 2003 to CRM? Hello All, I was wondering if its possible to import the activities in outlook 2003 into the activities section of MS CRM. Is it even possible? Best Regards, -Horia Tag: Access Level Tag: 37309
  - 15
    - Still having problems with web access. OK - I can't even get to it locally from the browser on the server. This worked when I first installed it. I was able to get http://crm, create users, and assign licenses and roles. Now I can't even get back to that. I get a page does not exist error. Whe I go into the IIS console and use browse from the right click menu on default.aspx or loader.aspx I still get a page not found error. There are no errors in the event log. I tried an iis reset and that didn't help. I tried restarting all services associated with exchange, sql, crystal, and crm with no result and no erros recorded to the event log. I tried rebooting the server. Still no result and no errors in the event log. CRM is set up in its own website using port 80 with a host header of crm. My local domain and all its subdomains are in the trusted sites zone. There are no pop up blockers, 3rd party toolbars, or 3rd party firewalls. I do not have SP1 for server 2003 installed since I never could get CRM to install correctly when it was installed. That means the new windows firewall isn't installed. I haven't installed any new software or made any other configuration changes between last night when it worked and this morning when it stopped working. If I can't get it working this time I'm going to give up on this package and I can't honestly reccomend it to my customers. The cost of time and effort to install and maintain it seems to dramatically outweigh its benefits for a small business. Laura Tag: Access Level Tag: 37307
  - 16
    - Urgent - CRM down due to customization Hi all, We made a simple field value change on Sales Stage - from values Suspect, Prospect, etc. to values 1. Suspect, 2. Prospect, etc. (just putting a number and period in front of the values). When I went to the server and published the changes the first time, it died with the XSL error other cases have mentioned, which indicated the iis service needed to be started. I had done this already, but when our Sys Admin went in through his view, he said it was still stopped and he started it. During troubleshooting since then, it's been consistent that if I do an iisreset, it stops it and says it's attempting to restart, and then the window goes away - leading us to believe it's restarted. Once the iis service was truly restarted (by our Sys Admin), I went into CRM customization and changed the values back to plain old Suspect, Prospect, etc. When I went to republish, the progress bar gets father than it did with the XSL error, but it dies about 3/4 of the way through with a generic error that doesn't indicate where to chase it down. When I go into the Event Viewer, there's nothing related to the stuff I'm doing - though I think there might also be an App event log somewhere that could help? Any and all help in getting back up and running (at least with the default values) is appreciated - thanks! Tag: Access Level Tag: 37306
  - 17
    - Uninstalling the CRM Client In out test environment, I run into a snag with the CRM install on a client. I need to uninstall the existing CRM install but for the life of me I canâ??t get it uninstalled. Looks like I needed the original user to uninstall it but that wasnâ??t possible with the old domain rebuilt. My option is to reload the OS on the workstation, seems a bit radical. I would like to find out how to solve this issue without doing this because it may come up again? But Iâ??m ready to rebuild the workstation. Do you have any ideas before I do this? Thanks for your forthcoming assistance. Shauna Tag: Access Level Tag: 37303
  - 18
    - IE Browser crashes when accessing CRM When accessing the CRM web site from our server, things work fine. When I try to access any of the CRM urls from a client in our domain, the IE browser crashes. Which I find odd. No broken link, it just crashes. Has anyone seen this problem before?? Tag: Access Level Tag: 37299
  - 19
    - HELP!! [Object Error] when trying to prin CRM reports Hi, reinstalled O/S (Win XP pro, SP 2) on my computer the other day, and do not seem to be able to print CRM reports anymore. I have installed the CRM 1.2 - Crystal Reports Enhancement, but reports are still not printing. What else do i need? Which specific hotfix #s, for example? Thanks, Pete Tag: Access Level Tag: 37297
  - 20
    - Converting from web form to CRM lead? Hi, is there a vanilla way to have a web form that populates CRM lead data, or is this based on each implementation's API skills? I just tried out SF.com and they make it incredibly easy to add the lead fields to any web page, and have it go straight into your CRM. I'd like to find out if MS CRM does the same, and hopefully I'm just missing it. Thanks! Chris Tag: Access Level Tag: 37296
  - 21
    - How to Link/Associate Contacts information into Accounts Good Morning, I have set up contacts in CRM, however, when I go to the Accounts section the only information displayed is the company name. How do I link the complete information that was entered into Contacts into Accounts without having to re-enter address info. etc.? I do have a primary contact set up in Contacts. I thought that the Contacts information would be automatically linked to the Accounts, and vice versa. I look forward to your response. Thank you. Tag: Access Level Tag: 37293
  - 22
    - Browser window closes at logon I'm connecting to CRM via the public URL. I get a prompt asking for username and password, when I enter these it thinks for a couple of seconds and then closes the browser window. Any ideas? Richard Tag: Access Level Tag: 37292
  - 23
    - Login problems webclient Hi I have a problem with login with the webclient. If i don't use the webclient for 10 minutes and i want to use it again. I get the "Cannot find the webpage....". My laptop is up 2 date and i have no pop-up blockers. But i saved the password, so there is no way i can login manually. Can someone help with this problem. S. Oumoulid Tag: Access Level Tag: 37290
  - 24
    - Slugs, dynamic data in template mail etc. Hello I can put some data filds in email templates for example: {!lead:firstname;} {!systemuser:lastname;} or evan realated fields: {!lead:ownerid/@name;} but why can NOT do this: {!lead:ownerid/@firstname;} or {!lead:ownerid/@FirstName;} etc. on the other hand i can use slugs in workflow just like below: &lead.firstname; &lead.ownerid; evan &lead.owneridname but i still can't put the field with the first name of the owner: &lead.owneridfirstname; doesn't work. Any suggestions would be appreciated -- Best regards Luck Piech Tag: Access Level Tag: 37289
  - 25
    - Modifying picklist field value with jscript Hi, Anybody used the picklist onchange event to modify another picklist value, I'm taling about the selected value, not the list of values, I had tried to write this changing both the value and the return value and although it looks ok on the form, once it it saved and re-opened it reverts back to the previous entry, i.e. the value before I changed it.. any ideas anyone? TIA Gino Tag: Access Level Tag: 37287

What is the difference between "User Account Create" and "Business Unit
Account Create" access levels?

Regards,

FAF

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