Account Summary Reports

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- Previous
  - 1
    - Form creation This is the scenario: 1. I'm an absolute newbie to CRM 3.0 2. We're trying to create a new form in order to register Customer on site service registration. 3. Everything worked fine (lookup fields, relationships etc.) untill we had to create a field with an auto generated number or code to univocally identify the registrtion and represent a search key. We thought let's get the primarykey attribute (ID) but could find a way to add it to the form. And some other attempt ........ Question: How could we solve this issue? Tag: Account Summary Reports Tag: 77179
  - 2
    - Notes Indicator To make CRM more usable to our in-house staff, we would like to be able to put some sort of indicator on the detail screen for activities and history so that users know if any notes have been added to the record. Also useful would be if we could add the same sort of flag in the list of activities and/or history. Any ideas out there on how to do this "calculated field" without resorting to unsupported modifications to the code? Tag: Account Summary Reports Tag: 77178
  - 3
    - Forecast question Hi, We are a consulting company and most of our sales will have a contract amount say $100,000.00 with a start day of 1/1/2007 and an end date of 3/31/2007. We will invoice monthly for our services so the forecast should reflect $33,333.33 for January, $33,333.33 for February and $33,333.34 for March. (I am not worried about where the penny goes.) How do we set up opportunities and price list to reflect such a business model? Can this be done with CRM 3? Thanks! Simon Tag: Account Summary Reports Tag: 77177
  - 4
    - Poor performance bad integration with outlook We have installed CRM 3.0 in December and we seriously think about stopping and using a different CRM system. Even our old Goldmine system had a better performance. CRM 3.0 is poorly integrated in Outlook (no company name, other field names for telephone numbers to name a few), the program is causing many system failures when going online/offline. We had to uninstall various safety updates for Outlook 2003 to get it running. The programm is extremely slow and is more of a problem than a helping hand. Calls are not synchronised to the Outlook To Do list, appointments have to be made while in CRM and not from within Outlook etc etc etc ---------------- 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=8f326f81-4b98-4b2d-87c2-09157a57fa83&dg=microsoft.public.crm Tag: Account Summary Reports Tag: 77175
  - 5
    - How to Quick Campaign to email2 or email3 How do you send Quick Campaigns to alternate email fields in the CRM? -- Dennis Tag: Account Summary Reports Tag: 77173
  - 6
    - List of CRM tables? Hi All, I'm just starting out altering some SQL queries in excel to make the reports more relevant and find myself wanting to pull data from two tables. Does anybody know where there is a list of tables for reference of failing that, which table the property opportunity.partneridname sits in? Thanks D Tag: Account Summary Reports Tag: 77165
  - 7
    - Price List Flexibility It would be great to be able to set a 'default' price list for opportunity, quote, etc., and also have the ability to override this selection for any given (all) products to be added. Example: Salesperson converts lead to opportunity and contact, and opens the opportunity. The salesperson selects the 'default' price list for this opportunity and begins adding products from this price list. Half way through making product selections, the salesperson needs to add a single product that is 'on sale'. The salesperson clicks the New Opportunity Product button (as normal) and clicks the (to be added) Price List drop down selection box and selects "Sale Price List" instead of "Regular Price List". The salesperson then selects a product from the alternate list. In this way 9 of 10 products were selected from the "Regular" price list, and one product was selected from the "Sale" price list. ---------------- 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=3ea6ef9a-fecd-4740-9498-d50d373e25e6&dg=microsoft.public.crm Tag: Account Summary Reports Tag: 77164
  - 8
    - What system activities can I report off of? I would like to create some custom reports that show user activity such as actually using CRM, time spent in product, keystrokes etc. I have gone through all the entities and attributes but can't seem to identify anything that looks promising. I'm guessing the type of info I am looking for would be server side but I don't have access. Anybody have some insight they could share? Tag: Account Summary Reports Tag: 77161
  - 9
    - crm reports connects to reportServer on localhost hi when attempting to run crm reports i'm given a security warning pop up telling me that the current web page is trying to open a site in my trusted sites list (i.e. http://localhost/ReportServer). how can i configure CRM to point to the FQDN instead of localhost? tks Tag: Account Summary Reports Tag: 77160
  - 10
    - High Availability Guide Hi, Is there any paper/doc which describes a high available scenario for CRM 3.0 ? Something like clustered SQL, 2 or more domain controllers/global catalogs, and a "farm" for CRM IIS pages. Tks for any guidance. Luis Albero Tag: Account Summary Reports Tag: 77159
  - 11
    - Sales Quota Report Hello All, I am having trouble creating a Sales Quota report of the Sales teams. I have been tring to get the SRS to filter the data, but have been unsuccessful. Does any one out there have a sample report that will filter the data I capture from the DB and calculate it for me? I am looking to do the following: 1. Get the current year's Quota for the selected sales rep 2. Total the current completed Opps 3. compare the Quota to completed sales (pies and graphs) I am sure that this is a common item that all companies have, need and used. Can any one help out or guide me to the right location? Thank you John GODMCSE Tag: Account Summary Reports Tag: 77156
  - 12
    - Printing Notes I want to be able to print out all Notes for an Account record but not the General Details? Is there a way of doing this? (I know that I can print an individual note) Tag: Account Summary Reports Tag: 77148
  - 13
    - Autofill field Hi, Does anyone know how to do autofill for a field base on another field that have a relationship between them? for example: I want to autofill Account field base on a contact field . the contact field have a relationship to this account. i'm not sure i explain that very clearbut any help will be good. thanks ahead eli Tag: Account Summary Reports Tag: 77144
  - 14
    - Workflow Rules for items in Queue The software should allow us to create workflow items on Queues. We use the system for our IT helpdesk and we need an easy way to send an e-mail to the on-call support person when an item enters the queue matching a certain critera (i.e. subject=X, etc.) ---------------- 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=da9a36b6-69e4-47b9-9baa-1d18612a950a&dg=microsoft.public.crm Tag: Account Summary Reports Tag: 77140
  - 15
    - Creating Cases for MS CRM Users We are using the software as a helpdesk for our IT department. Currently, we have employees setup as Contacts, but all employees are also CRM Users. We've been having issues with the auto-matching functionality because our Users and Contacts both use the same e-mail address. It would serve the system well to allow us to create cases where Customer = MS CRM User as opposed to limiting this to just Accounts or Contacts so we can eliminate the Contact records from our system completely. ---------------- 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=96022140-3761-4a93-b06c-954d34997c88&dg=microsoft.public.crm Tag: Account Summary Reports Tag: 77139
  - 16
    - Missing Sales and Marketing entries from the Navigation bar Hi, I'm a newbbie to Crm. Crm 3.0 has been installed with just the web client i,e no outlook/ exchnage integratiion. When i run the site the only entries on the navigation bar are Workplace, Services and Settings. Any reason why Sales and Marketing are missing?. How can i gain access to these? Thanks for all info. John Tag: Account Summary Reports Tag: 77135
  - 17
    - Clone Contact Hi, can anyone send me the original clonecontact.htm from the 8525: Microsoft. Tag: Account Summary Reports Tag: 77134
  - 18
    - Email to a Queue Hi All Is there any way that I can tell what time an email entered one of our queues? Kind Regards Peter Tag: Account Summary Reports Tag: 77133
  - 19
    - Advanced Find - Error on Page (for more than 13 values in Value fi while giving criteria for Advanced find, if i select more than 13 number of users in the 'Value' field, i get an error as 'Error On Page'. for 13 and lesser number of values in the Value field, it is working fine. Please suggest a solution. Thanks in Advance Tag: Account Summary Reports Tag: 77127
  - 20
    - Problem with Microsoft excel reports We are implementing a project on Microsoft CRM 3.0. I have developed a report in Microsoft Excel using Microsoft Query. I have uploaded the same on CRM in the Reports section. The problem is when I open the report from the Reports section, the CRM web instance closes. Is there a solution for the same? Tag: Account Summary Reports Tag: 77125
  - 21
    - Photo display in Contact Hello, Is there a possibility to show a picture on a tab for the contacts? So that the picture is automatically shown in stead of opening a picture as attachment in notes? Thank you Tag: Account Summary Reports Tag: 77122
  - 22
    - relationship between campaign activity and Campaign Response Hi, Please let me know how we could establish relationship between Campaign Actvity and Campaign Response as "Relationship" tab button doesn't exist in both of the entities. Tag: Account Summary Reports Tag: 77121
  - 23
    - Changing Filter on next xx days in related views In Account Activities, the default Fileter on value is "Next 30 days" How could I change it? Thanks in advance /Patrice Tag: Account Summary Reports Tag: 77120
  - 24
    - Reminder error message after intsalling new CRM client Has anyone seen this error after installing the latest CRM client plugin. "There was a problem reading one or more of yourreminders. Some reminders may not appear. Cannot locaterecurrence information for this appointment" It comes up when opening Outlook for the 1ST time after bootup on a laptop running Office 2003/XPSP2 after installing the latest CRM client plugin for Outlook Thanks Tag: Account Summary Reports Tag: 77118
  - 25
    - Import Customizations Ok, here goes. I've tried a few times to import customizations. For some reason the status bar gets to about 1/2 in IE, then stops. However, after some additional testing I'm getting the imports in and I can publish to get the changes but the import successful - OK button never comes up. I eventually close the import OK box and all is in. Anyone else seen this issue? I'm not real happy with this happening. Tag: Account Summary Reports Tag: 77114
- Next
  - 1
    - Web Client Two Questions 1. Can the Microsoft CRM client for the web be setup to be used by users who are working from their home office if they are not logged onto a VPN - simply over the web? I am essentially asking if a web client can be used to access CRM outside of remote services or remote connection to where the servers are hosted. (Very much like users can access salesforce.com from any web browser). 2. Is it possible to use a Microsoft Web Client over securely over SSL? (Veyr much like salesforce.com is all SSL). Tag: Account Summary Reports Tag: 77113
  - 2
    - can't open Calendar or service calendar when i try to open the calendars, i get the following error "an error has occurred. for more information, contact your system admin'. I unstalled the Rollup update to the server, so i'm not sure what else i can do. here is a copy of the iis log. Event Type: Warning Event Source: ASP.NET 2.0.50727.0 Event Category: Web Event Event ID: 1309 Date: 2/21/2007 Time: 8:57:43 PM User: N/A Computer: FAB-01-SRV01 Description: Event code: 3005 Event message: An unhandled exception has occurred. Event time: 2/21/2007 8:57:43 PM Event time (UTC): 2/22/2007 1:57:43 AM Event ID: f15e23f239b34abaa2bd101fd67e04af Event sequence: 628 Event occurrence: 17 Event detail code: 0 Application information: Application domain: /LM/W3SVC/3/ROOT-2-128165773030000000 Trust level: Full Application Virtual Path: / Application Path: C:\Program Files\Microsoft CRM\CRMWeb\ Machine name: FAB-01-SRV01 Process information: Process ID: 5644 Process name: w3wp.exe Account name: NT AUTHORITY\NETWORK SERVICE Exception information: Exception type: SoapException Exception message: Server was unable to process request. Request information: Request URL: http://server.fabuloussites.com:5555/sm/GanttControlFrame.aspx?startDate=2007-02-23T00:00:00&endDate=2007-02-23T00:00:00&subareatype=schedules&viewID={7738C997-2681-43BE-BFCF-DB1D159B5C5A}&zoomLevel=4&pagingCookie= Request path: /sm/GanttControlFrame.aspx User host address: 66.56.51.72 User: FABULOUS\Walkerla Is authenticated: True Authentication Type: Negotiate Thread account name: NT AUTHORITY\NETWORK SERVICE Thread information: Thread ID: 7 Thread account name: NT AUTHORITY\NETWORK SERVICE Is impersonating: False Stack trace: at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.ScheduleWebService.QueryMultiple(Guid[] resourceIds, CrmDateTime start, CrmDateTime end, TimeCode[] timeCodes) at Microsoft.Crm.Application.SMWrappers.Schedule.QueryMultiple(Guid[] resourceIds, DateTime startDateTime, DateTime endDateTime) at Microsoft.Crm.Application.Controls.GanttContent.Render(TextWriter writer) at Microsoft.Crm.Application.Controls.AppGantt.Render(HtmlTextWriter output) at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) at System.Web.UI.Control.RenderControl(HtmlTextWriter writer, ControlAdapter adapter) at System.Web.UI.Control.RenderControl(HtmlTextWriter writer) at System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) at System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) at System.Web.UI.Page.Render(HtmlTextWriter writer) at System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) at System.Web.UI.Control.RenderControl(HtmlTextWriter writer, ControlAdapter adapter) at System.Web.UI.Control.RenderControl(HtmlTextWriter writer) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) Custom event details: For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Any ideas? Tag: Account Summary Reports Tag: 77112
  - 3
    - Address Name on Contact and Account Entities WHat is the purpose of this field on both of the entities? I can't come up with a good reason why it was deployed the way it is. Thanks Chris Tag: Account Summary Reports Tag: 77111
  - 4
    - SBE Customizations to Professional I have SBE customizations I created a few months ago, and now I'm trying to import them into Professional CRM. Some other differences are: SBE on SBS with SQL 2000, Professional on SQL 2005. Other than that, it should be the same environment. Is there something I'm missing why this doesn't complete the import? Chris Tag: Account Summary Reports Tag: 77110
  - 5
    - Synchronization Error Offline Outlook BCP FIle Size Hello, When trying to go offline in the Outlook client for CRM 3.0 I continue to get the following error. Does anyone know how I could fix this? "An error occurred during Offline Synchronization. Try going offline again, or restart Microsoft Outlook. BCP file size is incorrect. Actual:1749304. Expected:1749058." Thanks in advance Tag: Account Summary Reports Tag: 77103
  - 6
    - Searching closed entities in CRM I want to use the simple "Look For" search in the VIEWS of an entity. The problem is that it will only search Active records, not closed/inactive. An example would be searching for a company in the Opportunities view. I want to find how many opportunites they have, open and closed. It will only find the open ones. Is there a way to change that search to work for both? -- Client Solutions Manager Micro Strategies Tag: Account Summary Reports Tag: 77101
  - 7
    - Merge Error in Contacts We converted an Act Database putting most of the records into Leads and only qualified records into Contacts. I've been in the process of identifying and merging duplicates. My latest test stripped all EMail addresses out of Leads and Contacts, sorting them and identifying duplicates. I can merge a Lead with a Lead I can merge a Contact with a Contact. Here's my problem: If I convert a Lead to a Contact and then try to Merge the two records I get an error followed by the following Script Error Line: 291 Char: 1 Error: 'crmMergeForm' is undefined Code: 0 URL: http://deal.netleasecapital.com:5555/_grid/cmds/dlg_merge.aspx?iObjType=2&iTotal=2&sIds={0D0D0F27-84FC-DA11-91CB-001143D1B427};{D8EE10FC-D9C1-DB11-B891- I haven't checked, but I assume the URL is for the two Contacts Any ideas? Tag: Account Summary Reports Tag: 77098
  - 8
    - How to filter an Account view on Accounts ahared with a specific t How do I create a simple Account view that is filtered on accounts shared with a specific team? Tag: Account Summary Reports Tag: 77097
  - 9
    - Pick fields in dynamic export This may be a simple question to the gurus, but here it is. I am running an advanced find against my activities, but want to include account information when I export to Excel. Based on what I've heard and read, it seems to me that, if I export to a dynamic pivot table, I get the opportunitiy to pick additional columns that are not available when exporting to static worksheets. The only place that I've seen where I can pick additional columns, is in the "edit columns" button within the actual advanced find. However, this does not give me the fields I want. Where else can I get to these additional fields? Thanks for any help you can provide. Tag: Account Summary Reports Tag: 77095
  - 10
    - Reports in CRM 3.0 Im running default sales pipeline reports, account reports but im not getting any data, despite the fact that there is valid optys and customers in the system. Tried everything i can think of, anybody has similar experience? solutions? Tag: Account Summary Reports Tag: 77091
  - 11
    - Help - Updated CRM 3.0 refuses to install on SBS R2 CRM 3.0 refuses to install on my SBS 2003 R2 premium server. I was encountering the known issues with CRM 3 on SBS R2 using the CDs that came in the Action Pack subscription so I downloaded the updated CRM CDs from http://www.microsoft.com/downloads/details.aspx?FamilyID=7d418781-69ad-422d-92fa-87fdb2538e2c&DisplayLang=en This copy gave me a different set of problems. The default setup mode pops up a couple errors. The first one is the lack of full text search so I installed that and ran the setup again. The next error was: "The edition 'Workgroup Edition' of the specified SQL Server is not supported by this SQL Server Reporting Services installation. Supported editions are Enterprise Edition and Standard Edition." I installed reporting services for SQL 2k5 express, installed SQL 2k5 SP1, and then configured reporting services. (had to change the reportserver virtual directory to a new app pool though) Now both standard and custom installation modes give me this error: Failed to locate the Web Application configuration file. Verify the file specified in registry value HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\80\Reporting Services[WAConfigFilePath] This key is not in my registry. I suspect it may be because Iâ??m using SQL express rather than full SQL. This SBS r2 premium server is fully updated with latest windows updates, service packs and such. How exactly do I install CRM 3.0 (original, or updated CD) on SBS R2 premium? Iâ??ve already read the CRM 3.0 on SBS r2 and CRM 3.0 implementation guides on the MS site but they didnâ??t help. If I have to upgrade to full SQL 2005 then how do I do this? Tag: Account Summary Reports Tag: 77089
  - 12
    - DST 2007 patch for CRM 1.2 Hello All, Would anyone know if DST 2007 patch is required for CRM 1.2. Greatly appreciated. Tag: Account Summary Reports Tag: 77088
  - 13
    - The Settings button keeps disappearing Hi, I'm having a weird problem when I access CRM using the web client. When I access the site, I see all the buttons (Workplace, Sales, etc) except the Settings button. If I reboot, the button is back. My security role is system Admin. Any idea what is wrong? Thanks! Simon Tag: Account Summary Reports Tag: 77087
  - 14
    - Lets play stump the expert! I can access CRM through the internet. I can open the main screen and change screens from account to contact to task, etc. But on one laptop(mine of course) when I try to open an "Account" or "Contact", a window will appear but never populates with anything but a pretty blue(no detail). Lets throw in a little more just for fun, I can open a "Task" and even my custom entity. Have fun, Antony Tag: Account Summary Reports Tag: 77086
  - 15
    - Seeking CRM 3.0 User Training - Nashville, TN Hello All, I am seeking some end user training for CRM 3.0. I live in Paducah, Kentucky. The closest city is Nashville, TN at 2 hours away. I have been searching for instructor-led training, but have not found anything particularly close to me. I was wondering if anyone knows of a party that performs CRM training in this region. I appreciate any assistance that anyone can provide. I can be reached by email at amy.clevidence@winscribe(NO SPAM).com. Amy Clevidence Tag: Account Summary Reports Tag: 77083
  - 16
    - Permission to view Service Calendar? What permission do I need to set to allow people assigned a security role to view the Service Calendar? I want to be able to allow groups of people to view the entire calendar. Tag: Account Summary Reports Tag: 77082
  - 17
    - Edit system attibute view Hi, I have a request that we would like to modify the view on the 'close opportunity' record. Basically we want to add a couple of extra attributes to the record. Is this possible to do or because it's a system attribute this isn't possible? Many thanks for any help given. Mark Tag: Account Summary Reports Tag: 77079
  - 18
    - CRM Client for Outlook toolbar doesn't work Have CRM Outlook client, and worked well when I was in the office yesterday. Went "offline" and all seems fine. However, today I find that the CRM menu, and CRM toolbar do not work. I can see them, but the buttons do nothing. I am running on Vista, and have the latest CRM upgrade. Any ideas? I have tried removing CRM from COM Add-ins, and putting it back - did not work. Yours very confused Dave Tag: Account Summary Reports Tag: 77073
  - 19
    - Another one mistake, sorry Sorry, I found that there is an error in the application log on exchange server But the messages still do not route Event Type: Error Event Source: MSCRMExRouter Event Category: None Event ID: 0 Date: 21.02.2007 Time: 17:15:35 User: N/A Computer: EXCH01 Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Delivering message: Re: Ð¿Ð¾Ñ?Ñ?Ð°1 CRM:01290051 in mailbox: crmsales failed (System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage)). ---> System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) -- Best regards, Alexander Baskakov Tag: Account Summary Reports Tag: 77068
  - 20
    - CRM, reports, and IE7 I'm having a specific issue with Internet Explorer 7 and MSCRM 3.0. For the most part, CRM works fine. However, when anyone tries to run a SQL2000 Reporting Services report from within CRM (either the Outlook or web client), it gives one of those nifty full-page errors. If I go straight to the report server, through IE7, I can run the report just fine. Has anyone else had this issue? Does anyone know how to fix it? Any help would be greatly appreciated. Tag: Account Summary Reports Tag: 77066
  - 21
    - Replies do not route back into CRM Hi, friends. I have a problem with our CRM router which I can't work out for several days. Replies on outgoung e-mails, which were sent from CRM and which had tracking tokens their subjects, do not appear inside CRM application as closed e-mail activities. The router service runs under domain user account having System Administartor security role in CRM and Local Admin rights on the exchnage sever (2003). This account as well as Exchange server computer account is a member of PrivUserGroup. There are no errors in any of event logs. I have attached an e-mail box of router user (created during router installation) to my Microsoft Outlook and visually have seen that each reply comes to this e-mail box into "inbox" folder. After 30-60 sec each reply message which has tracking token moves to "Undeliberable" subfolder of "indox" folder. And each message which has no tracking token simply disappears. I've enabled tracing on the server and catched one error from the tracing files, but I can't understand what it means (see below). I've already tried to re-install the router. I does not help. What can I do else... Have no idea. Any help will be greatly appreciated. >Crm Exception: Message: , ErrorCode: -2147218683, InnerException: System.Runtime.InteropServices.COMException (0x80040B05) at Microsoft.Crm.NativeInteropProxy.CRMInteropEmailClass.DeliverIncoming(CUserAuth& Caller, String MessageId, String Subject, String From, String To, String CC, String BCC, String SubmittedBy, String Importance, String Body, CEmailAttachment[] Attachments, Int32 Count) at Microsoft.Crm.ObjectModel.EmailService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.WebServices.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) [2007-02-21 15:58:34.7] Process: w3wp |Thread: 1816 |Category: Platform |User: e99f7e83-7e15-4b84-98db-d642feef5728 |Level: Error | CrmSoapExtension.ProcessMessage at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: . ---> at CUserAuth& Caller, String MessageId, String Subject, String From, String To, String CC, String BCC, String SubmittedBy, String Importance, String Body, CEmailAttachment[] Attachments, Int32 Count) at Microsoft.Crm.ObjectModel.EmailService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.WebServices.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) --- End of inner exception stack trace --- -- Best regards, Alexander Baskakov Tag: Account Summary Reports Tag: 77062
  - 22
    - Error message during login:not a registered user of the applicatio Hi , i receive following error during login: Error during login, you are not a registered user of the application. Does the mobile user need special rights ? The CRMMobileErrorLog.txt : TIM]02.21.2007 12:22:20 [CMP]rdaMsgBusErrorTrace [LVL]0 [EVT]0 [TXT]Exception details : Message : WebException Extra Info : Status Code : UnauthorizedStatus Description : Unauthorized Exception Contents : System.Net.WebException: WebException bei System.Web.Services.Protocols.SoapHttpClientProtocol.doInvoke() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.Diagnostics.MessageBusService.CancelMessages() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.RdaMessageBus.ProcessCancelMessages() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.RdaMessageBus.Synchronize() Tag: Account Summary Reports Tag: 77059
  - 23
    - CRM tasks synchronization Can a CRM user create tasks in CRM for someone else and have it synchronize into Outlook for that other person? I've enabled the synchronization from the Outlook client and my own tasks are synchronizing but tasks for others are not. Thanks in advance, Dawn Tag: Account Summary Reports Tag: 77058
  - 24
    - CRM 3.0 Server Error in '/' Application when accessing Reports via Hi, I've got a server running Sharepoint 2003 and CRM 3.0, both using SQL 2000 Server, which is a separate server. All Windows Server 2003. The default website on the CRM site has always been stopped and the CRM site has a host header, the CRMReports folder is inside the CRM website. No SSL enabled on the CRM site. All has been running fine until the last couple of days, now when we go to http://crm and click on 'Reports' in the CRM app via IE, we get the following error: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- The request failed with HTTP status 400: Bad 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.Net.WebException: The request failed with HTTP status 400: Bad 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: [WebException: The request failed with HTTP status 400: Bad Request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1352 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +48 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +401 Microsoft.Crm.Reports.Home.ConfigurePage() +912 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 On the SQL Server, there is also the following error in the security log, not sure if this is related: Event ID: 529 Logon Failure: Reason: Unknown user name or bad password User Name: SQLService Domain: ourdomain Logon Type: 2 Logon Process: Advapi Authentication Package: Negotiate Workstation Name: FS01 Caller User Name: SQLService Caller Domain: ourdomain Caller Logon ID: (0x0,0x1E68FE) Caller Process ID: 4432 Transited Services: - Source Network Address: - Source Port: - I've checked the services on both servers, and all seem to be running fine, there are no other errors, sites are running, everything looks normal. As far as i'm aware nothing has changed on either server, however the other systems engineer said he'd updated .net on the sharepoint/crm server last week, but it'd been working okay since then. I would greatly appreciate any suggestions or help! Thanks. Tag: Account Summary Reports Tag: 77057
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    - What is the Matrix Hi All, When I install the Microsoft Outlook Client and I start MS Outllook, I get the following message: "The Microsoft CRM Outlook client needs to be upgraded before it can continue to be used. Microsoft CRM will be disabled this clinet. Contact your system administrator for upgrade instructions." Please help me, because when I Google this message I can't find the solution. Thanks, Bülent Uçar Tag: Account Summary Reports Tag: 77049

Hello,

I have a problem with the predefined Account Summary Reports:

If I open an account and go to the Actions toolbar >> click Reports
>> Use Current Record >> click the name of the report (e.g. account summary)

a new page pops up, but w/o any data on it. Its just blue and it has the CRM
"File" and "Help" menus and the Title of the report displayed underneath it.

All other reports under the normal reports section are running fine!

Did anybody have this problem before?

Thanks,

Nikolas

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