Account Form picklist field that can show other accounts?

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  - 1
    - CRM Router will not install. Hello everyone, I am having a very strange issue. The first part of the issue is that I am unable to install the CRM Exchange Router. I am getting a "401: Unauthorized" error every time I try. The second part of the issue is that from the exchange server, I am unable to log into CRM. I get practically the same error as I get trying to install the CRM router. Any advice would be greatly appreciated. Thanks, Mark A. Bolokofsky Tag: Account Form picklist field that can show other accounts? Tag: 71901
  - 2
    - Rounding/truncating values in Reports I am building a custom report which gives a summary of the number of accounts, leads and opportunities each manager has, and a break down of the opportunities and leads (like the Account Overview report). In the opportunity and lead summary sections, I want to display the top 5 by price, and display the total estimated value, total weighted value and average estimated probability (just like the Account Overview). I have created all this and it's fine, except for the fact that it displays the monetry values with no dollar sign and 1 decimal place, and the probability value has 13 decimal places - not so nice to look at. Does anyone know how I can modify the SQL query to round these numbers appropriately (and maybe even chuck some dollar signs in)? Tag: Account Form picklist field that can show other accounts? Tag: 71900
  - 3
    - No Form Assistant in Quote Product Screen While entering data in the QuoteProduct screen, no Form Assistant is available. Is it the usual feature or I need to configure something to view the Form Assistant? Also is it possible to see contact hierarchy in an account in the form of a Organisational Chart? Is their any add-on available in relation to this? Tag: Account Form picklist field that can show other accounts? Tag: 71899
  - 4
    - Current logged in User in Workflow While configuring the e-mail in workflow, I want to send the e-mail to the currently logged in user. I dont see the current user in the list of logical users. Also, I want to add a logic to take certain actions when the current user is not equal to the Owner. Is there any way to do this? -- Raj Limaye, PMP Tag: Account Form picklist field that can show other accounts? Tag: 71898
  - 5
    - Error when attempt to import customizations to different server. When attempting to import customizations from our development server to our production service we are receiving a "SQL Server error occurred". We are not seeing any errors in the SQL log but we are seeing errors in the IIS Error Log. 2006-11-02 21:17:33 W3SVC1 POST /MSCRMServices/ImportXml.asmx - 80 CRMSvcAcct xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 500 0 0 2006-11-02 21:17:33 W3SVC1 POST /tools/systemcustomization/ImportCustomizations/importCustomizationsGrid.aspx - 80 CRMSvcAcct Mozilla/4.0+(compatible;+MSIE+6.0;+Windows+NT+5.2;+SV1;+.NET+CLR+1.1.4322;+.NET+CLR+2.0.50727) 200 0 0 2006-11-02 21:17:49 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 - xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 401 2 2148074254 2006-11-02 21:17:49 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 - xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 401 1 0 2006-11-02 21:17:49 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 DEV-CRM02$ xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 200 0 0 2006-11-02 21:18:19 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 - xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 401 2 2148074254 2006-11-02 21:18:19 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 - xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 401 1 0 2006-11-02 21:18:19 W3SVC1 xx.xx.xx.xx POST /MSCRMServices/notification.asmx - 80 DEV-CRM02$ xx.xx.xx.xx Mozilla/4.0+(compatible;+MSIE+6.0;+MS+Web+Services+Client+Protocol+1.1.4322.2300) 200 0 0 We started with importing all the customization at the same time and then down to one by one. We still throw the error on a single entity (account). Our guess is that this is an authentication error based on code (500, 401) but this only occurs on one entity that is exported in the customization file all the others work. Any ideas of what we are doing wrong? Tag: Account Form picklist field that can show other accounts? Tag: 71889
  - 6
    - crm mobile connection problems Seems like everyone else's problems get past the three websites that they should be able to access (ssCERDA, CRMMobileSubscriptions, etc.). My problem, however, is that I can't even get access to these websites on either the mobile or a webpage. All I get is a standard 404 error. Any suggests on what I should check or do? Tag: Account Form picklist field that can show other accounts? Tag: 71885
  - 7
    - HTTP status 401: Unauthorized error We developed an application using the crm SDK web services. When we access the application, we get an error: The request failed with HTTP status 401: Unauthorized. If we refresh the page again (hitting F5), we do not get the error. It seems that the first time CRM authentication fails but the second time it is ok (on refresh). We have MS CRM 3.0 deployed on Windows 2003 server using IIS 6.0. The custom application is using windows authentication and is on the same server as CRM in a virtual directory. Any ideas? Thanks Tag: Account Form picklist field that can show other accounts? Tag: 71882
  - 8
    - Direct Mail from grid leaves email activity open? When a case is closed, we want to use the "Send Direct E-mail" button on the grid to send a template email (the reason being that we want to send as a queue's email address instead of the current user). The mailing itself works fine, both sending as a queue and sending as the actual user, but the email, despite being sent, remains as an open activity instead of something in the History. The only way to close the email so that the case can be closed is to go in and actually click the send button... effectively making us have to send the same email twice. This can't be the expected functionality, can it? Why on earth would a sent email be treated as an open activity? Tag: Account Form picklist field that can show other accounts? Tag: 71877
  - 9
    - "Link to web Page" parameters? Hi I would like to create a new report that show a custom build report (an .aspx page). But I can't figure out how to pass parameters til the report. I've created a report inside CRM of type "Link to web page" and have typed in "http://microsoft.com" in the location. When I run the report from the report list everything looks fine, but when I run the report from eg. an account it fails big time. How do I pass the parameters? I've tried things like "http://microsoft.com?id={0}" with no success... -- Best regards Casper Jensen CRM Extensions www.crmextensions.com Tag: Account Form picklist field that can show other accounts? Tag: 71876
  - 10
    - Installation on Windows SBS 2003 R2 Hi, I tried installing CRM 3.0 on a Windows Small Business Server 2003, but I get a message that CRM cannot be installed on a SQL Server 2005 Workgroup edition. How comes? Do I need a separate server for SQL server 2005? I thougth Windows SBS contained all necessary software. Kris Tag: Account Form picklist field that can show other accounts? Tag: 71874
  - 11
    - Microsoft CRM 3.0 product catalog and price list Hi I'm new to Microsoft CRM and am trying to create a price list and product catalogue. I seem to be getting confused a lot on this and would appreciate any help I can get to make this easier to do. Thanks -- MaryGail Tag: Account Form picklist field that can show other accounts? Tag: 71872
  - 12
    - Deleting demo and lookup help Hi all, I'm new to crm and have questions: 1. While familiarizing ourselves with CRM and preparing to demonstrate it to people inside the company, we installed the included sample database, â??Adventure Works Cycleâ?? on our development environment. Is there an easy way to get rid of this sample data or do we need to rerun the app server installation? 2. I am trying to add a lookup field to the lead entry/edit form called â??Referring Customer.â?? It wonâ??t let me add a relationship between the lead entity and the account entity. It says I have to use custom entities for relationships (although there already is a different, built-in relationship between these entities). All I want to end up with is a lookup field similar to â??Ownerâ?? but which looks up accounts instead of employees. What is the best way to do this? Any help apprecited. Tag: Account Form picklist field that can show other accounts? Tag: 71867
  - 13
    - Changing the size of a displayed Section I know this is possible because I've done it before, but I cannot seem to figure out how to do it again. I've added a new tab to an entity form (in this case leads). On this new tab, I've added a single section and within this section an Iframe. I have everything working to display the frame, but what I cannot do is expand the size of the section to cover the whole tab so that it displays as much of the iframe as possible. I have searched my books and online and cannot seem to find this. Any help would be greatly appreciated. Thanks! M. Sharkey Tag: Account Form picklist field that can show other accounts? Tag: 71866
  - 14
    - SSRS report published in CRM 3.0 I have developed a report in SSRS, when I view the report in VS 2005 it looks fine but when I publish the same report in CRM 3.0 , the format gets messed up. Any idea? Its really frustrating..spending more time in formating than in logic. - Pari Tag: Account Form picklist field that can show other accounts? Tag: 71862
  - 15
    - CRM licenses gone - deployment mgr empty? (not a repost) I've read the various posts about authentication issues causing the deployment manager to be empty; no licenses, or users. Our CRM installation was running just fine until this morning it suddenly returned authentication errors for all users. I've checked everything over and NOTHING was changed on either the CRM box, or the off-box SQL Server. If I login to the CRM box as my domain user account (admin on the CRM box) I get an empty deployment manager. If I login as the local admin account (the account used to install CRM), I get an error saying SQL Server is unavailable. The SQL Server in question is on another box and is available. In fact, I see active connections between the CRM box and the database. Suggestions? I checked the CRM database and the SystemUserLicenses table is empty, but I think that's a red herring. The SystemUserBase table contains all the right users, as expected. David Tag: Account Form picklist field that can show other accounts? Tag: 71861
  - 16
    - Checking for entity field conditions in Workflow We have created a workflow that gets activated on the creation of a Case. In this workflow we create a Task and then wait for the Task to be marked Complete before the workflow continues. After the Task is marked complete we want to be able to check the conditon of fields associated to that Task within the Case workflow. When we attempt to use the "Check entity condition" from the Insert Condition menu item, we can check a condition for the Case but not for the Task. Is there a way to check the condition for the Task inside the Case workflow or is there a better way to accomplish this that will have the same functionality? Tag: Account Form picklist field that can show other accounts? Tag: 71860
  - 17
    - Option to Hide Inactive Contacts Hello Microsoft, I am requesting an option to be integrated into a future release of CRM. Currently (CRM 3.0) inactive Contacts are displayed when an Account record is opened, and Contacts is selected. Please implement one of the following: 1. a CRM-wide option or a user preference that would allow inactive Contacts to be hidden from the view described above. 2. display inactive contacts with a different icon or a different row background color so that there is a visual clue regarding the state of that contact. I have added the statuscode field to the Contact's Associated View - but would prefer to see the options described above to be available in CRM - so as to keep the real estate within the associated view available for more pertinent date fields. Thank you, Tim Darius ---------------- 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=cce76fd7-3b82-43db-9d3f-a5d54271cbdf&dg=microsoft.public.crm Tag: Account Form picklist field that can show other accounts? Tag: 71848
  - 18
    - Case should support multiple entities (Not only Account/Contact) The case currently only supports Account and/or Contact. We have a custom entity that the case needs to be able to support. So the case should either allow for additional ObjectId/ObjectType or have the ability to change the "required" for the Customer. ---------------- 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=a9f52d51-39f9-45fe-8a87-259d6c7b48f0&dg=microsoft.public.crm Tag: Account Form picklist field that can show other accounts? Tag: 71842
  - 19
    - CRM Transactions Hello Someone in our organization deleted a contact and account record. Is there a way to find out what user did this? Thanks. Kathy Tag: Account Form picklist field that can show other accounts? Tag: 71841
  - 20
    - Can't add new user in crm 3.0 Hi, I have some problem which I'm not able to solve. I'm not able to add a new user to our MSCRM test environment. I have created the user in Active Directory and is able to login as this user, but when I try to add the user in MSCRM I get the following error message: Server Error in '/' Application. -------------------------------------------------------------------------------- <description>The user does not exist in active directory.</description> Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Runtime.InteropServices.COMException: <description>The user does not exist in active directory.</description> Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [COMException (0x80041d2a): <description>The user does not exist in active directory.</description>] Microsoft.Crm.Platform.ComProxy.CBizUserClass.Create(CUserAuth& Caller, String User) +0 Microsoft.Crm.Application.Platform.SystemUser.InternalCreate(String xml) +26 Microsoft.Crm.Application.Platform.SystemUser.InternalCreateAndRetrieve(String xml, String columnSet) +9 Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve(String columnSet) +131 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +286 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 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.BusinessManagement.SystemUserDetailPage.ConfigureForm() +222 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Our test environment is containing two server where server A i DC and server B runs SQL, Exchange and MSCRM. This was working before and i'm not sure what has happen. I have tried to update both server with latest patches, but no luck. Anyone have suggestion of how to solve this problem? Tag: Account Form picklist field that can show other accounts? Tag: 71839
  - 21
    - MS CRM 3.0 and Outlook Contact syncing issue I have a problem with one laptop user and his ability to sync CRM data groups with his Outlook Contacts. A summary of what I've tried: Originally installed the laptop client so the user could work offline. Set up syncronizing with Outlook Contacts and some data groups but the sync locked up and I had to cancel. Retried the sync, but kept getting an error and it would never complete. The exact error is "An unknown error occurred while synchronizing the data to Outlook" - very helpful eh? :-) Uninstalled CRM and SQL, deleted all folders I could find associated with CRM and installed the CRM DESKTOP client. Discovered that the laptop client not really what we needed. Added only one of the smaller data groups to sync with Outlook (41 contacts) and tried to sync. CRM Sync Progress showed it trying to sync over 1400 contacts (possibly from the original attempt above) and then gave the error "An Unknown error..." Removed all data groups AND unchecked Contacts in syncronization so they would no longer sync. When I hit the syncronize button 1282 contacts attempt to sync an error out with the same message above. Please help. I found nothing on the MS CRM site and I posted a couple of times for a reply over the last few weeks and got no response. I believe that somewhere CRM must be holding on to the original sync attempt or it retains user setttings locally or on the server that I am unable to find and remove. Thanks, dph Tag: Account Form picklist field that can show other accounts? Tag: 71838
  - 22
    - Relation between Marketing List and compaign Inspite of the Relation between Marketing List and compaign in the MS CRM, I can't find the relation between the 2 entities in the CRM DB model , I need this relation to perform a customized report. Any help related with this issue. Tag: Account Form picklist field that can show other accounts? Tag: 71837
  - 23
    - CRM and Security The Microsoft recommendations <Securing Your Database Server> for securing SQL Server installations are â?? among others â?? to: â?¢ Use named instances â?¢ Only allow TCP/IP for remote connections â?¢ Restrict protocols to TCP/IP â?¢ NOT to use dynamic ports or the default ports for SQL Serverâ??s listener â?¢ Configure Windows Firewall on the SQL Server to block the default SQL Server Listener ports (TCP 1433 and UDP 1434 and only allow the custom configured port If you follow these â?? may I add: sound â?? recommendations your Microsoft CRM installation will not work! According to the installation guide CRM demands a default instance of SQL Server and that Named Pipes are used for remote connections. Does anybody know? 1. how to implement CRM in a secure environment according to the abovementioned MS recommendations 2. whether the MS CRM team consider conforming to the MS standards in these matters Thanks to anybody who care to answer Erik Bo Tag: Account Form picklist field that can show other accounts? Tag: 71834
  - 24
    - Mappings - without creating record from parent entity. Hi All, could somebody navigate me to SDK, where is explained following case: I have created my own entity, when i use contant as lookup and i need to automatically fill different field with value from Contact related field. I don't create new record in my own entity from contacts. Is there some example how to do it? Thanks a lot Radek Tag: Account Form picklist field that can show other accounts? Tag: 71833
  - 25
    - CRM 3.0 VSS Backup issues I have a Windows 2003 member server running Microsoft CRM 3.0 with Scribe for SQL sync. My backup (Veritas 10.0) started to fail last Thursday night when backing up the CRM server.Every night sice, the backup has failed and it has always been with the VSS service writers timing out. I downloaded a hotfix from Mircosoft that was supposed to address timeout issues but the backup failed after the hotfix patch. There has been no new software installed between the time the backup succeeded and the time it started failing. The only configuration since has been work to sync our accounting sql database to various crm fields( A vendor is doing all the CRM work). I have a feeling that something related to crm keeps the server so busy that the VSS service cannot take a snapshot in the time required. Anyone else run into this? Tag: Account Form picklist field that can show other accounts? Tag: 71832
- Next
  - 1
    - Mappings Hi All, could somebody navigate me to SDK, where is explained following case: I have created my own entity, when i use contant as lookup and i need to automatically fill different field with value from Contact related field. I don't create new record in my own entity from contacts. Is there some example how to do it? Thanks a lot Radek Tag: Account Form picklist field that can show other accounts? Tag: 71831
  - 2
    - Can't upload report definition bigger than 25kb I can't upload report definition files (RDL) to SRS / CRM which are bigger than 25kb. These are the standard reports that come with CRM SBE 3.0 When I try to publishreports I get the following error:- C:\Program Files\Microsoft CRM\Reports>publishreports "mycompanyname" "ReportingGroup {91070909-67e8-4227-81c8-1f17f8ce461c}" "NT AUTHORITY\NetworkService" Unhandled Exception: System.Net.WebException: The request failed with HTTP statu s 413: Request Entity Too Large. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClie ntMessage message, WebResponse response, Stream responseStream, Boolean asyncCal l) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodN ame, Object[] parameters) at Microsoft.Crm.ReportingServices.ReportingService.CreateReport(String Repor t, String Parent, Boolean Overwrite, Byte[] Definition, Property[] Properties) at Microsoft.Crm.Reporting.ReportServer.uploadReport(SRSReport report, String modifiedBy, SQMStatus status) at Microsoft.Crm.Reporting.ReportServer.uploadReports(String reportFolder, IP rogressEventSource progress, Boolean preserveDataSource) at Microsoft.Crm.Reporting.Publish.PublishMain.Main(String[] args) I can manually upload (using SRS report manager) the smaller reports (under 25kb), but nothing else. This is a CRM small business edition running on Small Business Server 2003 premium, all apps (SQl, SRS, CRM, etc) on one server. Help! Tag: Account Form picklist field that can show other accounts? Tag: 71830
  - 3
    - i cannot send any emails through my CRM 3.0. i cannot send any emails through my CRM 3.0. The strange thing is that i can only send emails to myself, but not anyone else. what should i check and where to detect the problem? Tag: Account Form picklist field that can show other accounts? Tag: 71829
  - 4
    - Appointment integration with Outlook It would be good if appointments created in CRM integrated more fully with the Appointment scheduling facility within Outlook. For example if a user declines an invitation to an appointment (that is tracked in CRM) in Outlook then they should be removed from the list of attendees. Similiarly when a 'new time' is suggested which is then accepted by the host, this should also reflect in CRM. Just an idea and it would certainly raise MS CRM above the bar ---------------- 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=770fdbee-def9-4fe4-8c5d-8901b9259f3e&dg=microsoft.public.crm Tag: Account Form picklist field that can show other accounts? Tag: 71828
  - 5
    - Problem running MS CRM 3.0 over SSL (https) I have setup an install of Microsoft CRM 3.0 on a high spec Windows 2003 Small Business Server and it all worked happily. I then generated an SSL certificate and applied it to the site in IIS. Initially when you load CRM (using the web client) it loads the left hand menu and navigation panes and shows the top menus and the user which is logged in however to main content area remains blank. After a time out period the error "An error has occurred. For more information, contact your system administrator" appears. The strange thing is you can navigate the menus etc and even edit the settings under 'Personalize Workspace'. Some screens do load such as Quick Campaigns, and you can create appointments. If you try and load the majority of other screens such as Account or Contact, Marketing etc you get the same error. After modifying the registry key HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\MSCRM - ServerUrl value to reflect that we were now operating over https and reopening CRM we got the exact same problem but without the long delay of waiting for the error message to appear. Does anyone have any suggestions or any experience of anything happening like this before? Tag: Account Form picklist field that can show other accounts? Tag: 71827
  - 6
    - Restrictions on activities created from a sales process? I've created sales process with sale stages and with generated activities. Is it possible to restict access to activites generated from a sales process to only be visable to the user owning the opportunity. Activities not generated from a sales process will be visable for all users. // Mats Tag: Account Form picklist field that can show other accounts? Tag: 71820
  - 7
    - Dynamic Export of Marketing List not working When i try to export a marketing list to excel using dynamic worksheet I get all contacts in the system not the contacts in the list. Is this a bug? I found a workaround to use advance find to get all members in the Marketing List with address information. // Mats Tag: Account Form picklist field that can show other accounts? Tag: 71819
  - 8
    - Changing a custom field length We have created a custom section and there is a field (in that custom section) whose length has to be changed from 100 to 500 of nvarchar datatype, but the interface does not allow more than 100 for nvarchar. I couldnt modify the format of textbox to textarea as it is disabled nor i can change the datatype to another datatype. can anybody please help me with this?? Affy Tag: Account Form picklist field that can show other accounts? Tag: 71813
  - 9
    - cancelling or stopping waiting workflow In a case I have a waiting workflow that is waiting for a change in one of the entities to a certain value. The workflow rule is executed as a sub-process to a create workflow. Cancelling or resolving the case does not seem to stop the wait status. Is there a way to stop it? Is there a way to put an OR in a wait, ie "wait for this to happen" OR "this to happen". Tag: Account Form picklist field that can show other accounts? Tag: 71811
  - 10
    - Manuel CRM process Migrating to CRM 3.0 I was wondering if there is a way, or a best pratice guide that i could follow, to migrate all our invoices pricelist fax info and stuff to a newly build CRM server. curretnly all our data and customer info are on microsoft word and excel sheets including stock information and other stuff. we do not have a centralised database and everything is all stored on a file server. Tag: Account Form picklist field that can show other accounts? Tag: 71810
  - 11
    - emailing scheduled reports in CRM 3.0 Hi, I require an urgent help! I am being able to schedule reports using Report Scheduling Wizard in CRM 3.0. However my requirement is that the same scheduled reports should be available in E-mail to the user. How do you go about doing this? How do we get the scheduled report snapshots available in E-mail to the users mailbox. It will be of great help if anyone can throw some light on this. Regards, Biplab Tag: Account Form picklist field that can show other accounts? Tag: 71808
  - 12
    - CRM We have MS CRM 3.0 installed on our SBS 2003 Server. Daily in Event Viewer we see MSCRMWorkflowService (16649) errors. Every time we reboot our SBS server the following services that are set to automatic never start and we must start them manually. Microsoft Connector for POP4 Mailboxes Microsoft CRM-Exchange E-Mail Router Service Microsoft Exchange Information Store Microsoft Exchange Management Ben Tag: Account Form picklist field that can show other accounts? Tag: 71797
  - 13
    - cannot insert email template for unresolved contact Hi guys, Using the Web Client of Microsoft CRM 3.0, when I am sending an email and try and insert a template and the "To" field has a "unresolved contact" (its red) I get a system error. I have tried this on three different CRM 3.0 systems and they all do it. I am wondering is this a known bug for CRM 3.0 or does anyone have a solution? I have searched the following hotfixes but couldnt find any that resolved this issue http://support.microsoft.com/kb/908951 Cheers Tag: Account Form picklist field that can show other accounts? Tag: 71794
  - 14
    - disabling new button in account form I dont want to hide using security. I am trying to hide new button in the toolbar by a javascript, so I added it in accts/edit.aspx. function window.onload() { var newaccount = document.getElementById('_MBOpenOb1'); newaccount.OnClick=null; newaccount.innerHTML=''; alert('test'); } Is this the right way to accomplish ? Tag: Account Form picklist field that can show other accounts? Tag: 71793
  - 15
    - Workflow not Automatic Hello, I wanted to say that this is a really great forum on Microsoft CRM. I am am newbie to Mircosoft CRM. I am i nthe process of creating a workflow that Cchanges the Lead status to 'Qualified' and Assigns it to a different user, when the Rating is set to 'Hot'. I logged into CRM server as the user and created the Workflow using an If-Action condition. After saving it, I activated it. Then I logged into the client using the same User that I used in creating the workflow and created and Saved the new lead. The Rating at this time was 'Warm. Then I set the Rating to 'Hot' and saved the record. I expected the activated workflow to change the Lead status and assignment, but nothing happened. The Status never changed and neither did the assignment to nother user occoured. However, then I went to 'More Actions-> Apply Rule' and the explicitely applied the workflow, it worked. How can I make the workflow work Automatically and not manually? Thanks Tag: Account Form picklist field that can show other accounts? Tag: 71791
  - 16
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  - 17
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  - 18
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  - 19
    - Best Practice for large number of checkbox/bit attributes I am working on a deployment of CRM 3.0 for my company and one of the requirements is to track a large number of checkboxes (bit fields) for contacts. These are used to track skill sets, certifications, and other similar data. There are about 125 of these items and they could add to this list over time. Looking at this requirement from my ASP.NET background, I would easily solve this with a lookup table of "skills" with all the skills listed and allow the user to add skills and populate a "user_skills" table based on what they added. However, I just can't get my mind around how this would be done in CRM. I've tried creating a new custom entity named "Skills" with a "Skill Name" primary attribute and added a relationship between it and Contacts, but that doesn't allow me to choose from the list of skills (only add to it). I started to test the workaround to the many-to-many limitation, but that doesn't seem to be the right direction either. Plus none of the methods will allow me to use a simple checkbox interface for fast data entry. I'm not looking for a complete solution to this question, but rather just some advise on how to think about this the CRM way. One easy solution (that keeps popping in my head each time I work on this) is just to create 125 attributes in the Contacts entity and be done with it, but that just seems like really _bad_ practice. Thank you for your time, Kale Tag: Account Form picklist field that can show other accounts? Tag: 71786
  - 20
    - CRM 1.2 -> 3.0 Upgrade timeout on ActivityBase table Hello, Our CRM upgrade is currently timing out when migrating the ActivityBase table in CRM 1.2 to the ActivityPointerBase table in CRM 3.0. Our ActiviityBase table has about 1.7 million rows. Is there anyway we can resolve this issue or workaround this particular issue and continue the upgrade process? Any ideas or suggestions would be **greatly** appreciated. Kind regards & thanks in advance, deccles Tag: Account Form picklist field that can show other accounts? Tag: 71785
  - 21
    - Allow Multiple Entity Views Provide the ability to link multiple entities together as the source for a view. For example, to include attributes only stored in the Account entity to be displayed on a contact view. ---------------- 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=3243838d-55bc-4111-8224-fc406aeacca9&dg=microsoft.public.crm Tag: Account Form picklist field that can show other accounts? Tag: 71784
  - 22
    - Workflow to create relationships We track attendees who attend certain meetings and we do this through a contact to account relationship. Right now, we are going into each contact and creating each relationship manually. Can anyone think of an easier way to do this - it is becoming rathger time consuming. My thoughts are that workflow may be able to help. Is there a way to do relationships on a mass or bulk level? Any help woudl be greatly appreciated!! AmyC Tag: Account Form picklist field that can show other accounts? Tag: 71782
  - 23
    - E-mail reply tracking in Opportunity We have a process where discounts above certain % need an approval of VP of sales. To get the approval, the user creates a task (e-mail) and sends to VP Sales for approval. The outgoing e-mail is stored in History with the tracking number. When the VP replies to the e-mail with track in CRM enabled, it should get attached to the opportunity. It does not happen. Unless the reply has regarding selected, it does not get attached to opportunity. Is there any way to attach the incoming e-mail to the same entity record it originated from, based on the tracking number? -- Raj Limaye, PMP Tag: Account Form picklist field that can show other accounts? Tag: 71780
  - 24
    - Web Page Dialog fields Q1. When I Cancel the Order (or close the Opportunity), the Web Page Dialog pops up. This dialog has a "Description" field. Where is this information stored? I cancelled an Order, enetered the description, but could not locate it anywhere on the form. I also checked the FilteredSalesOrder view in database and it is not there either. I wanted to include this information in an e-mail generated by workflow rule on order status change. Q2 The same web page dialog box (Cancel order) has Status reason which has only one drop down option "No Money". However, the attribute statuscode of salesorder has only two choices - New & Pending. Where is this selection "No Money" coming from? -- Raj Limaye, PMP Tag: Account Form picklist field that can show other accounts? Tag: 71779
  - 25
    - Custom Entity Relationship Attribute Here is my situation: I need to have an entity. Let's call it Split. That has a one to many relationship to Contact. One Split to many contacts. Each contact will need to be given a percentage in relation to this Split. However, this percentage would not be an attribute of either the Split(as each contact would have a different percentage) or the contact(as this contact would only have this percentage in relation to this split). My question is how can I set this up in the system? As far as I can see I cannot have attributes of the Relationship?Thank you! Tag: Account Form picklist field that can show other accounts? Tag: 71778

In the Account entity, I have multiple Account Types
(customertypecode). I want to be able to add a picklist field to the
form that will let me choose other accounts with a certain Account
Type. For instance I want a picklist that will only display couriers.
Anyone have an idea on how I can accomlish this.

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Re: Account Form picklist field that can show other accounts? by kendallcain

kendallcain
Mon Nov 06 13:23:39 CST 2006

Any ideas would be appreciated!

On Nov 2, 8:05 pm, "kendallc...@gmail.com" <kendallc...@gmail.com>
wrote:
> In the Account entity, I have multiple Account Types
> (customertypecode). I want to be able to add a picklist field to the
> form that will let me choose other accounts with a certain Account
> Type. For instance I want a picklist that will only display couriers.
> Anyone have an idea on how I can accomlish this.

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