Accessing marketing lists in Outlook

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  - 1
    - When contacts are associated to multiple Companies I was hoping someone can give me some ideas on best practices for this situation: We are recording cases and when possible defining the customer field as a contact. Many times, consultants will call in for a company requesting support. We want to track the case as associated to the Account they are calling from as well as the true person who is calling in. A consultant would work for a company other than the one they are representing. Right now I am having to create that person more than once in order to associate the case to the caller/contact and the account that they are representing when they call in. I thought about using the field responsible contact, but that will not allow me to select the contact and see cases from the contact entity. I hate that I have to duplicate the person at multiple companies in order to see the case from both the account and contact perspective. How are other people handling this? Tag: Accessing marketing lists in Outlook Tag: 62323
  - 2
    - Error when saving an email that you just selected to Track in CRM System Details: CRM 3.0 Windows 2000 Exchange 2003 SQL 2000 Order of events; 1. Email to outlook client from an external email address. 2. User selects "Tracked in CRM". 3. User selects "Viewed in CRM". 4. If the email address is not recognized user 'Add contact record for unknown email address'. 5. User selects "Save and Close". 6. The text of the error is as follows: "This activity is closed. After the record is saved, you cannot change business required fields. Do you want to continue?" 7. User selects "OK" 8. The following error message is displayed in the web screen: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. Server was unable to process request. 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.Web.Services.Protocols.SoapException: Server was unable to process request. 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: [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.EmailWebService.Update(Email email) +55 Microsoft.Crm.Application.SMWrappers.Email.OMUpdate() +42 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalUpdate(String id, String xml) +152 Microsoft.Crm.Application.Platform.ActivityBase.InternalUpdate(String id, String xml) +20 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +261 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I have looked around the board and can only find the "cfsdirectioncode" fix but that seems to be close but not exactly what we are getting here. Does any one have any ideas on how to correct this issue. Thanks for your time. -- Redadmin Tag: Accessing marketing lists in Outlook Tag: 62321
  - 3
    - Unable to search on KB Articles while offline While offline in outlook, I am able to do a KB Article search on the title of an article or by browsing articles by subject. However, the full text search does not work. Is there a way to make this work? Tag: Accessing marketing lists in Outlook Tag: 62319
  - 4
    - Activity History Activity history is ok but if I want to look at an account record and se just emails sent/ or just those received or just emails with attachments is there a way to do it (outside of creating a custom dot net page?) Thanks Roger Tag: Accessing marketing lists in Outlook Tag: 62315
  - 5
    - Exporting to Excel Issue When exporting from CRM 3.0 to Excel 2003, dates and numbers in CRM 3.0 are exporting as text in Excel 2003. Is there a way to correct this so that dates and numbers export correctly? Thanks, Kathy Tag: Accessing marketing lists in Outlook Tag: 62309
  - 6
    - does CRM support IE7? I have a strange issue... Hi, I'm admin of the CRM. if I access the users page using a Win 2003 computer with IE6, I can add / edit etc... a user account from my XP station with IE7 Beta 2, I can'T !!!! on the 2 systems I'm authenticated as myself. does it an IE7 issue? or else? thanks. Jerome. Tag: Accessing marketing lists in Outlook Tag: 62308
  - 7
    - Considering Microsoft CRM 3.0 The company I work for is considering upgrading CRM and Microsoft's CRM 3.0 is one we are considering. I thought instead of sales guys telling me what I want to hear, I'd ask the people who use it every day. If anyone could offer any opinions on the following, it would be greatly appreciated. -Importing data from a previous (non-Microsoft) CRM. Currently we use Clientele by Epicor (SQL back end) -How does the application handle multiple languages? Also secondly, how does programmatic modifications get translated to the new languages? -Limits. We currently have 40,000+ contacts in our current system. Has anyone seen significant speed hits because of large amounts of data? -Duplicates. Is there a merging function or is it a deletion of one or the other? Also is there any mechanism to try to prevent duplicates from being entered? -Data mining. I've done some research and I though I saw that this has the ability to use SQL Reporting Services as the report engine. Does it also provide any sort of generic reporting tools for non-sql-savvy users to create any sort of metrics or reports? -Sales milestones. Does the application have the ability to identify the progression of the lead as it follows the sales process. Also is there off the shelf ability for events to trigger off the attaining of certain milestones? -Marketing campaigns. Does the application have the ability to track budget cost, actual cost, all the events within, progress of events within, responsibility of, etc... I guess the true question is how robust is the marketing campaign feature of the application -Remote users. We have 50+ mobile users that are available to be working online 80% of the time (in the future, this will include global users outside of the US. How has performance been? Has there been issues with synchronization of data. Also how does the application handle someone working offline and changing a contact while someone else changes the contact. How does the application handle deciding who's right? Thank you for all your feedback. Nathaniel Tag: Accessing marketing lists in Outlook Tag: 62307
  - 8
    - Laptop Client Synchronisation - failed move data during ... Hi, Hoping somebody can shed some light on this. When I click the Go Offline button on my laptop to synchronise the CRM data it's get's to the following: Synchronising 56 Letters to offline database and shows the following error: Failed move data for entity 'Letter' during action saDelete, countRows=56. Contact your system blah blah blah. I have deleted the campaign the letters were part of (this is a relatively new installation that I'm now starting to use) and all traces of the letters that I can see, but no joy. I even deactivated any entries with the 'Letter' type when in CRM->Local Data but again with no joy. Any help is much appreciated. Tag: Accessing marketing lists in Outlook Tag: 62306
  - 9
    - ecommerce architect needed This is a unique opportunity to architect and build a new web site and integrate with all other company software to provide global commerce for our products on the web from the ground up. The position is for a full time employee - not contractor, and is located onsite in Concord, MA. The position description is provided below. Thank you for your time. For more information email LR.staffing@comcast.net. ------------- Senior ecommerce Architect This is a unique opportunity to build a new web site and integrate with all other company software to provide global commerce for our products on the web from the ground up. You will join a team of mechanical CAD employees that has repeatedly proven itself in the industry. Located in Concord, MA, we are a new CAD company developing a new 3D system and also a new way to sell CAD software. As a senior ecommerce architect, your responsibility will include developing our web site with the ability to download free software trials; integrating site with our software products; selecting and implementing a license manager software solution; creating and integrating a commerce solution, selecting and integrating a sales force automation solution; selecting and integrating an accounting software system; creating a customer renewal software solution all in a secure simple to use site. Requirements: =B7 Experience in developing and maintaining subscription based web sites =B7 Exceptional integration knowledge and success at connecting multiple systems =B7 5+ years of professional software development experience is a plus =B7 Experience as IT developer working with multiple business applications (web sites, SFA, commerce software, etc) =B7 Degree in math, physics, computer science, or engineering =B7 An advanced degree is a plus =B7 Ability to function in a team environment with an appreciation of aggressive goals =B7 Energy, creativity, and a desire to build the best web site and web system ever. For more information about this opportunity or to apply, email LR.staffing@comcast.net. Local candidates only; no relocation assistance is available. ---------------- Lisa Saba Staffing Consultant LR.staffing@comcast.net 508-880-2984 Tag: Accessing marketing lists in Outlook Tag: 62304
  - 10
    - Cannot add fields to a CRM View Hello, I am trying to add fields to CRM Orders view. I need to get the contact information, and those fields are not available when I attempt to create a view in Orders. I can easily create a SQL view that does what I need. How do I get CRM to add fields which are not available in the list? TIA, -- SQL DBA MCSE Tag: Accessing marketing lists in Outlook Tag: 62300
  - 11
    - Map 2 Custom Fields from Opportunity to Quote Hi, I have created 2 new fields in opportunityproduct and created the same fields in quotedetail. Is it possible to configure crm 3.0 that when a quote is created from an opportunity, that the values of these fields appear in the corresponding fields in quotedetail? Can someone help me? Thanks Roland Tag: Accessing marketing lists in Outlook Tag: 62297
  - 12
    - offline post-callout in crm 3.0 Hi, we are using post-callouts for some custom entites in CRM 3.0. Is post-callout available in offline mode? If not, will the post-callout be fired when the user goes back online? thx Jani Tag: Accessing marketing lists in Outlook Tag: 62295
  - 13
    - Migrate data from 1.2 to 3.0 Hi Can i use the data migration framework to migrate data from 1.2 SBS to 3.0 Professional after doing all the required mappings ? Is there an easier way to have data from 1.2 SBS moved to 3.0 Professional? Tag: Accessing marketing lists in Outlook Tag: 62294
  - 14
    - Order in Case "Customer" lookup field Aloa... Where can i change the order in the lookupfield for customer in the case entity ?? Prefered ist the Account, for us should be the contact as prefered. I don't see where i can change the order ... please help. Greetz Marcel Tag: Accessing marketing lists in Outlook Tag: 62292
  - 15
    - Relationship with Acitivty Hi, I have create an custom entity of my own. I want to create a relationship with Activity where activity would be the primary entity . What i want is In my entity screen. i want to list of activites. Something like grid. and In Activites i want to show my entity which will be multiple. How can i do it. Its OK if i could just show all the activities in my entity. Regards, Shelvin. Tag: Accessing marketing lists in Outlook Tag: 62280
  - 16
    - share workflow rules Hi I use crm 3.0 and i need to know if i can share workflow rules with some users or teams (manual rules. For example i created 10 rules and i want 5 of them to be applied by team "a" or user "a" and the other 5 rules by team "b" or user "b".). Till now that depends on the security roles as i have seen. Does anybody knows if this is possible? thanks. Tag: Accessing marketing lists in Outlook Tag: 62276
  - 17
    - craete a new case with a workflow .... it's possible? I would create a new case when a new mail arrive to a queue (support for example) but I have not find a possible workflow rule. It would seem that a new case must be created only manually. Tag: Accessing marketing lists in Outlook Tag: 62275
  - 18
    - Configuration questions Hi all Can anyone plz answer me the following questions: - Is is possible to configure wich crm contact fields are mapped to wich outlook contact fields? If yes where can it be done? - Is it possible to configure wich lead fields are matched to wich contact or account fields when converting a lead into a contact or an account? If yes where can it be done? Thanks a lot and regards Thomas Tag: Accessing marketing lists in Outlook Tag: 62274
  - 19
    - CRM, SQL and Exchange. Hi all, I am guessing that this is un-supported but I couldn't find in the IG anywhere where is says definatly one way or the other. So I thought I would ask the question just in case I am wrong. - SQL 2000, SRS, EXCHANGE 03 and CRM v3 on the one Enterprise 03 server - DC on a different server. I know that it is do-able as we have tested it sucessfully but more looking to whether it is a supported environment or not. Any insights/comments appreciated. Thanks, Nathan Warner Tag: Accessing marketing lists in Outlook Tag: 62273
  - 20
    - Contract Hi there, Is it possible to change a Contract Status after it has been set to Invoiced? The reason I ask is that currently our Projects have the following status; not complete complete approved for invoicing invoiced In CRM I will use Contracts as our projects. However, we need to know the status of the Contract (i.e. if a developer has completed work on a Contract line the Contract status should be set to complete). The status will also allow me to display a report for say "All Contracts with a status of Approved for invoicing" which will allow the Accounts to write up an Invoice for the Contract. Does this seem a normal scenario or maybe there are other ways CRM provides for this functionality? ---------------- 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=45370220-09bb-4449-937a-6dfa369b035a&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62270
  - 21
    - Contract Lines and Invoices When a Contract Line is complete for a Contract and we need to bill for the Contract, what is the best practise with the Invoices system within CRM 3.0? There seems to be no relation with Contracts and Invoices? I thought that by "Invoicing" a contract it would appear in the Invoices area in CRM? Can this be a feature in the next update? ---------------- 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=be63e5d1-05c4-4ecc-88e0-ea77c0cd44b2&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62269
  - 22
    - Settings tab disapear from Admin user Hi All, we have a strange issue regarding the setting tab on the CRM UI. i am the admin user and when i login to the CRM it can see the settings tab and all other options inside, but when i install the outlook desktop client on my machine the settings tab from the web UI either disappears or does not do anything when i click on it. so if i uninstall the outlook client it starts working fine again on the web UI. anyone else ever faced this before ? any ideas what could be the problem and the resolution ? Regards Ashfaq Ali CRM & GP Consultant Tag: Accessing marketing lists in Outlook Tag: 62268
  - 23
    - Incoming Email from Router Hi All, I am facing a typical CRM issue that our emails with CRM token with them are not directly reaching inside CRM, but when in outlook we click track in CRM it does. I have read and searched the newsgroup and found many answers & solutions to this issue and have tried them all (the ones i found) but still no success. following is what i have already done: (*) installed the router (*) installed and run the deployment wizard for the forwarding rule in users mailboxes. (*) have entered the CRMEmailEnabled attribute to the users exchange advance custom attributes. (*) the users setup in AD and exchange setup is all okay and was working before the CRM was setup. (*) the settings available in user preferences regarding email tracking are also marked to recv emails in CRM. as a user (the admin user) i am sending emails to dummy leads that i have created with google email accounts. i can see the token in the subject line and when i reply back i get them in my outlook and not in CRM, but when i press Track in CRM it does gets into the CRM. my questions are: (*) is there anything else to do with CRM setting or AD setting or Exchange setting ? (*) I read somewhere in the newsgroup that if the token prefix is changed from the Organization settings then this tracking issue arrises and to solve this i need to isntall the patch, could this be the problem as our prefix has changed by the boss !. (*) how can i trace where the problem is ? Regards Ashfaq Ali CRM & GP Consultant Tag: Accessing marketing lists in Outlook Tag: 62267
  - 24
    - 1.2 SBS to 3.0 Prof How can i achieve this ? I have a CRM 1.2 'SBS' running and i want the complete information to be moved to a CRM 3.0 'Professional' Edition. How do i this ? - Can i upgrade 1.2 SBS directly to 3.0 Prof (if i have the appropriate licenses for Prof) If the above is not possible, - Can i upgrade 1.2 SBS to 3.0 SBS and then redeploy 3.0 SBS onto a 3.0 Prof Would there be any issues concerning licensing involved? Please advice... thank you Tag: Accessing marketing lists in Outlook Tag: 62266
  - 25
    - State and status code for customize entity Hi, Last time my user wanted to capture info regarding entertainment expense associate with the opportunity. This has been accomodated by creating new entity. When the opportunity is closed either won/lost, the entertainment expense associate to that opportunity must be change also its status. I have noticed that statecode in opportunity is defined either open, won or lost. However the statecode in customize entity is either active or deactivate. Question: 1. Can the state code for customize entity be changed so the value will represent the same value as opportunity state code? how to do that? What i am thinking is that if both value in statecode are the same, maybe i can map both entities. However i am not sure also whether after mapping the change status from opportunity will be taken into expense form or not. Or any better workaround here? Carrie Tag: Accessing marketing lists in Outlook Tag: 62265
- Next
  - 1
    - Workflow rule - Insert Action - Create Note issue When I create a workflow rule using Insert Action "Create Note" it executes fine, but when I come to view these in Notes, the entry line says these notes are created by me, rather than the record owner. I when open the note it shows the correct title and subject, but in the main notes view it shows my name. So it seems that the Workflow uses the Owner of the Rule (whoever created the rule) as the owner of the entity instance the rule creates. Has anyone come across this before? Am I missing something when setting up the workflow rule? Thanks Kirsten Tag: Accessing marketing lists in Outlook Tag: 62257
  - 2
    - Changing or Adding Tabs in Accounts Hello, This is my first installation of MS CRM 3.0. In Accounts > Details > Information there are 4 tabs - General, Details, Administration, Notes. How do I add another tab or change the existing ones? Thank you, Ed Podowski Tag: Accessing marketing lists in Outlook Tag: 62256
  - 3
    - MSCRM Merge security bug? Hi there, There is a bug with merging records unless user have a system administator role. CRM standard user is unable to MERGE records account or contact. Eventhough all their permissions and added the MERGE right to this Role etc... But they still receive a permission error when merging. is there a fix for this? thanks Kyaw Tag: Accessing marketing lists in Outlook Tag: 62242
  - 4
    - CRM Fax Setup We have CRM SBE 3.0 installed and would like to use the fax integration. The fax service was not configured initially but set up after. Is there any detailed setup on how to get the two applications to talk to each other. Does the Fax Queue need an email address? Are there any white papers or links to more information on the setup or troubleshooting of this service? Tag: Accessing marketing lists in Outlook Tag: 62240
  - 5
    - Companies with Contacts in Outlook Hello, I have noticed that all of our contacts that get automatically put into Outlook 2003 from Microsoft CRM 3.0 don't have a company listed for them. Is there any way that we can change a setting so when the CRM puts a contact into Outlook it will also put the company we have that contact listed under? We don't have contacts out by themselves we make sure they are created under an account. Any tips would be appreciated! Tag: Accessing marketing lists in Outlook Tag: 62233
  - 6
    - Adding extra data options Is there a way to customize CRM to allow for adding another heading? I would like to add a second field similar to topic and would like to call it type. Can you add extra data fileds and types in CRM 3.0? Tag: Accessing marketing lists in Outlook Tag: 62229
  - 7
    - Allow us to change default view in Account Activity History. In the current version of CRM (3.0) the default views of the History View cannot be changed. I would like to be able to set it to "All" not just the most recent. ---------------- 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=e1f6f131-0506-426c-9159-039c80adf9fe&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62228
  - 8
    - Error Msg: "Server Error in /Reports Application" New install of CRM 3.0 on 2003 Server. SQL 2005 also on same box. browsing to "http://localhost/reports" shows error message noted in subject line. Title box is "Parser Error" and the content says 'Could not load type MicrosoftReportingServices.UI.GlobalApp' I tried logging in as local admin and domain admin - same error. Using Sql Server Management Studio - logging into "Database Engine" is OK, but receive following error when logging into "Report Services": "Unable to connect to remote server (System)" "No connection could be made because target actively refused it (System)" .NET version is 1.1. Thanks in advance for help. Tag: Accessing marketing lists in Outlook Tag: 62227
  - 9
    - Dynamics CRM should let me create recurring Service Activities As a user of CRM I create client service appointments but I have to re input all the information each time the only thing that really changes for me is the description of what I am doing that day. If I am on a long term assignement or need to be at the customer for several days for similar blocks of time. ---------------- 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=d889ea73-a877-4478-8694-f703877c56ef&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62224
  - 10
    - CRM Email Router Undeliverable sub folder What is causing emails to end up in the Email Routers Undeliverable folder? I've been looking at the emails there and I can't determine why they are getting there. The emails are going to valid users, their primary email address was the one sent to. It is odd that they show up here. Many emails are processing through the system normally so it's not an account permissions problem. Is there any way to get some logging to see what is happening? Tag: Accessing marketing lists in Outlook Tag: 62223
  - 11
    - Assigning Accounts should not assign cases and activities Our Tech Support team manages cases. They lose track of the cases when we assign Accounts because they don't own the account. We also have many people with activities for accounts they don't own. They lose track of the activities. ---------------- 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=a8095b41-5b93-4698-83ea-c05e3112ac8b&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62221
  - 12
    - Look For should search inactive records too (or give choice) The Look For search bar only searches Active records. Even if you are already in the Inactive records area, those will not be found by the search. Today the only workaround in native CRM is to save an Advanced Search to includes inactive records. My suggestion would be a checkbox "Include Inactive records". ---------------- 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=82b1f84e-1ee2-4ded-9178-7c235145f5e2&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62218
  - 13
    - CRM 1.0 Server License I have a client that has been running CRM 1.0 and isn't sure if a server license was required back then or if they have a license for it now. Are they grandfathered in with the server license for 1.2 and 3.0? Tag: Accessing marketing lists in Outlook Tag: 62210
  - 14
    - Sharing a task - this does not seem possible. Does anyone know how I would go about sharing a task so someone in another business unit can see it? I do not have a More Actions option on Tasks. Saira. Tag: Accessing marketing lists in Outlook Tag: 62207
  - 15
    - Scheduling Overnight Service Activities Hi I have a customer where their business takes place at night. Service Activity Scheduling is to be used to schedule resources for various business activities. I have found a kba to explain how to make a resource available for overnight shifts by changing their work hours. However, now that this is done, it doesn't appear to be possible to actually schedule a service activity that spans two days. Has anybody managed this and how did you do it? Thanks in advance Oolybel Tag: Accessing marketing lists in Outlook Tag: 62206
  - 16
    - Errors on Settings web page dialogs Hello, After installing CRM SBE 3.0 on a SBS2003 server, everything seems to be fine.. Clients (both laptop and desktop) can connect to the server, .. all fine While configuring the server-side I've noticed these items to produce an error: Settings \ Organization Settings \ System Settings Settings \ Organization Settings \ Fiscal Year Settings While Settings \ Organization Settings \ Auto-Numbering works fine.. In the web page dialog this message pops up: "Error: An error has occured. For more information, contact your system administrator." Any ideas or solutions? Regards, Sven Tag: Accessing marketing lists in Outlook Tag: 62203
  - 17
    - Are Mappings OnLookup suppoted? Hi, everybody, I hope yo can help me... I've got following situation and problem: New Lookup on Opportunity Table "Product" having custom entity "MyProduct" as source lookup table. Default mapping to ID and Name works correctly. I've defined an additional Mapping of NVCHAR field "MyField". This custom field is available in both entities. What I need is following: If user selects a "MyProduct" withing Opportunity, should the field "MyField" (or every simillar way mapped fields) also be updated. The value of MyProducts.MyField should be copied into field Opportunity.MyField. By default, even if the mapping correctly defined, nothing happens... Have U got any suggestions? Is this possible at all? Thanx a lot and best regards Vheers Vana Tag: Accessing marketing lists in Outlook Tag: 62202
  - 18
    - Crystal Reports Server XI: Logon to CMS Hi group, Not sure if this should be posted here but anyway here we go: I just installed the trial of Crystal Reports Server XI, but now after the installation I had to register and after that it ask me to logon to the CMS. I need to fill in username + password and Authentication (WindowsNT, LDAP, Enterprise). I'm not sure what to do here, I tried this with my administrator account local, Domain account, I remember I had to fill in an username and pwd at the start of the installation, tried that one aswell. I can't logon to the CMS. Anyone can help me in the right Direction? Thanks in advance. Tag: Accessing marketing lists in Outlook Tag: 62201
  - 19
    - Web based vs outlook CRM I am new to a company that has the CRM web based program. The main things i am needing to accomplish are: - merging contact info. for aprox. 2000 accounts into customer e-mails and fax templates This is our PRIMARY focus and goal for the inside sales group. QUESTION - CAN THIS EASILY BE ACCOMPLISHED USING THE WEB BASED VERSION OF CRM, OR DO I NEED THE OUTLOOK VERSION ?????? HELP !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Tag: Accessing marketing lists in Outlook Tag: 62200
  - 20
    - Customize Report When Uploaded into Web Hi, I just notice. In my system, i created the customize report for product. In this report i intend to see which of the product generate the most revenue. Using .Net 2003, in the preview report, the result was the same as when i queried into DB itself. Then i uploaded the .rdl into MSCRM. Some records were missing when running the report. What's wrong?? Need help ASAP. Carrie Tag: Accessing marketing lists in Outlook Tag: 62192
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    - SoapException: Server was unable to process request when using CRM over a VPN. One of my users accesses CRM over a VPN link. Intermittently he gets the above problem. The detail is: SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1495 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.TaskWebService.Update(Task task) +55 Microsoft.Crm.Application.SMWrappers.Task.OMUpdate() +42 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalUpdate(String id, String xml) +153 Microsoft.Crm.Application.SMWrappers.Task.InternalUpdate(String id, String xml) +8 Microsoft.Crm.Application.Platform.ActivityBase.InternalUpdate(String id, String xml) +20 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.BasicActivityPage.ConfigureForm() +196 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I can't find anything wrong with the tasks he is trying to edit. Does anyone know if the problem could be caused by e.g. a slow link? I can't think of anything else that could be causing the problem. Thanks Saira Tag: Accessing marketing lists in Outlook Tag: 62191
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    - Outlook Clients - nearly 100% CPU load if crmaddin ist activated Hello everyone, after installing both clients on different machines, we always get the problem of a neary 100% CPU load if the Outlook is being started. After disabling the Outlook COM-AddIn by unchecking it in the options settings, the CPU load is normal but the CRM button won't work. So this could not be the fix.... Has somebody else this problem and any ideas to fix this? Thanks in advance... Romantischik Tag: Accessing marketing lists in Outlook Tag: 62188
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    - Search within View On using the search MS CRM always searches within the view 'active <entityname>'. Wouldn't it be much more usefull if the search would be within the chosen view? Is this possible to realize? ---------------- 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=0ccd37c8-cc85-41b7-80a0-ddd6e2c1bbb9&dg=microsoft.public.crm Tag: Accessing marketing lists in Outlook Tag: 62168
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    - Re-opening tasks (or other entities) Does anyone know if there is a way of doing this via the interface. I have looked and cannot find one. Sometimes we have people closing tasks incorrectly and it would be nice to be able to click a button to re-open them, but before I write this, I want to make sure I've not missed something. Thanks Tag: Accessing marketing lists in Outlook Tag: 62167
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    - Excel Export - Dynamic Pivot table missing data This is a bit hard to explain, but here goes... I did an export from CRM (Excel Dynamic pivot table). It seems that all of the data is there. I drag account name to the far left then the state filed right next to that and I get the account name next to the Address1 State. So far so good. The problem is when I drag the state to the horizontal axis. I get the list of states across the top. But there should be a "1" in the column for the correct state directly across from the account name. There is no data at all in these columns. Any thoughts. I have used Pivot tables in the past (not exported from CRM) with out an issue. Larry Should appear like this (I think) - ie: ACCOUNT CA WA ID WY Joes bar and grill 1 Slate quarry 1 Fred's Tavern 1 Wilma's Auto dealership 1 Tag: Accessing marketing lists in Outlook Tag: 62166

I know I am unable to do mail merge in the Web CRM. Is there a way to access
the marketing list from CRM into the Outlook for CRM, to use the mail merge
feature without having to look through all contacts. If I am able to pull
them into Outlook, I can create folders designating the various lists to send
my mail merge to. Also - looking at my contacts in Web CRM there are many
duplicates, triplicates as they come from different lists, will this make a
difference to the tracking?
--
Thanks, kch

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