Adding contact name to activity view
The activity screen in 3.0 shows regarding, but if the activity is
regarding an order or quote we would like to see the person and
company the order is for also. The view editor does not include these
fields on the option menu. Is there a way to get them to show up?
I have written a SQL query to give me the full list of activities,
with subject, regarding name, contact name, account name, etc. I don't
know how to get those fields onto the menu. Another method might be
to edit the form to bind the grid to my query in place of the standard
one. Is there a way to do any of these?
I tried adding the contact and account names on the end of the
activity subject. Sales didn't like it. These things can never be
easy.
Any guidence or direction you can provide will be appreciated. Tag: Activate Quote Button Tag: 78148
Error applying 3.0 Update Rollup 1 - CRM3.0-KB922815-v3-Client-ENU.exe
When I run it on a client, I receive the error box titled: "Microsoft CRM
Update Installation Error", and a dialog box that says, "Setup has
encountered an unknown error. The installation of this update has been
stopped. Contact Customer Support Services."
Has anyone seen this error? Any suggestions? Tag: Activate Quote Button Tag: 78147
Outlook Client install problem
Client did the following:
1. Accidentally tried installing the "full" Outlook client on a desktop.
Somehow the install failed.
2. Did a correct install of the "light" client. But received the "can not
connect to CRM" error when opening Outlook.
3. Uninstalled and tried to reinstall the Outlook desktop client and
received this error:
"Action Microsoft.Crm.Setup.Common.Analyzer+CollectAction failed. Fatal
error during installation"
We can not get it past this error. Any help on this would be appreciated.
Thanks,
-Rick M Tag: Activate Quote Button Tag: 78142
cannot enable CRM Hosting Settings in MPS Sample CP
Hi all,
I have deployed the HMC v3.5 with consolidated server platform, it
worked fine.
Then I plan to deploy the CRM hosting ,so I got the CRM SPLA version disc
from MS, and start deployment follow the guide setp-by-step.
It's very smoothly at the beginning, but I got the error when I try to
enable the CRM Hosting Settings for the organization "Adventureworks".
------------------------------------------------------------------------------------------------------------------------
? Procedure CRM.91: To enable the Adventure Works customer organization for
Hosted CRM
......
8. In the Mailbox UPN field, type the CRM System mailbox name:
adventureworks@crmmail.consolidatedmessenger.com.
9. In the Mailbox SMTP Domain field, type crmmail.consolidatedmessenger.com.
10. Click Submit.
------------------------------------------------------------------------------------------------------------------------
After click the submit button, I got some error msg:
Unable to open object
'LDAP://ad01.fabrikam.com/CN=adventureworks@crmmail.consolidatedmessenger.com,OU=CRMMail,
OU=Consolidatedmessenger,OU=Hosting,DC=Fabrikam,DC=Com'./There is no such
object on the server./ADsGetObject/GetProperties
BTW: I installed CRM on a server named CRMAPP01 , and installed SQL2000 SP4
on a server named CRMSQL01 ,
and installed E-mail Router on the BE01 (Back-End Exchange server in HMC
3.5 )
Any Ideas?
Thanks,
PowerK6 Tag: Activate Quote Button Tag: 78138
How to deploy CRM on an Exchange 2007 Environment?
Hi, I understand the Router can't be installed on an Exchange 2007 server
because of the 64 bit, so I need to keep my exchange 2003 server...
My organization is upgrading Exchange 2003 to Exchange 2007 and we are
willing to keep both servers, but what configurations need to be made? If
all the mail boxes are in Exchange 2007, when would the exchange 2003
receive the CRM mails?
Thanks,
Irene Tag: Activate Quote Button Tag: 78137
KB925874 Cannot apply
We cannot apply KB925874 to our CRM 3.0 it keeps erroring out. It always
says that "application has generated an exception that could not be
handled".
We tried OLEDBTimeout registry entry but that did not work either.
any suggestions?
Eric Sabo
sabo_e@cup.edu Tag: Activate Quote Button Tag: 78135
Rollup1 Error Msg in OL Client
I successfully ran the update rollup on the server. On my outlook client I
had already run the outlook 2007 compatibility module prior to installing the
rollup. Now when I try to install the rollup on my outlook client I get an
error message that says "set up could not find Microsoft CRM 3.0 client for
Microsoft office outlook or you have a mismatch between the update language
and Microsoft CRM language". Any thoughts on what could be causing this.
Thanks, Lloyd Tag: Activate Quote Button Tag: 78134
User Rights / Permissions
Hi All
We have a call out that based on business logic closes the appointment as
completed, now this works fine for the admin user but when we use one of our
sales users the call out throws an error saying user does not have the rights
/ permissions. Can anyone tell me which user permission controls the ability
to close down an appointment as eith cancelled or completed.
Our other option is to force the call out to user a different user with
different permission, but I'd like to get this resolved
Cheers
Aly !
--
Alistair
2B.net
http://www.crmdeployment.co.uk Tag: Activate Quote Button Tag: 78131
Customer (non-domain user) web interface?
Hi all
I'm testing CRM3.0 (Small Business Edition) as a possible helpdesk solution
and it seems to me that there is no way to give clients access to a simple
web interface that would allow them to view their open tickets.
Of course I can create full-blown users but surely that shouldn't be
necessary? Am I missing this somehow?
Thanks! Tag: Activate Quote Button Tag: 78129
Contact's within accounts - stack trace
Hi everyone,
I would appreciate any help on this. I need to know what to look for in CRM
application error reporting to try and identify the root cause of my problem.
The error itself is something which has been the topic of numerous threads on
this forum, however I have not been able to resolve the issue. When I open an
account and create a new contact entity, then try to save and close it, I
receive the error stack trace below. Would anyone please let me know if you
can see where the problem is or what I can look for to try and resolve it.
I've checked and re-checked my mappings and they all appear fine to my
untrained eye.
Please see stack trace below:
[ArgumentException: The parameter is incorrect.]
Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller,
String Contact) +0
Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31
Microsoft.Crm.Application.Platform.Entity.Create() +109
Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId
eventId) +408
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.SFA.ContactDetailPage.ConfigureForm() +238
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1545 Tag: Activate Quote Button Tag: 78123
Notes not shown in Notes and article.
When I open Notes and Article in a case I often experience that the notes are
gone. If I close the case and reopen it the notes are shown again.
Any suggestion why this is happening and how I resolve this problem?
Best regards
Niels Weldingh Tag: Activate Quote Button Tag: 78120
Problem in Notes and article.
When I open Notes and Article in a case I often experience that the text is
gone. If I close the case and reopen it the text written in Notes and Article
is shown again.
Any suggestion why this is happening and how I resolve this problem?
Best regards
Niels Weldingh Tag: Activate Quote Button Tag: 78119
change subject from appointment
hello,
when an appointment is saved, i would like to add the postal code from the
account to the subject field of the appointment.
example : subject = 'First visit' and this should be when saved '2345AB
First Visit'
where 2345AB is the postal code from the account (requiredattendees) Tag: Activate Quote Button Tag: 78118
reports in the webclient
Hi!
We are using the webclient of CRM but have some problems whit reports.
Under the "Workplace" we have report under navigation pane but not under
action toolbar.
And when I click on the report under navigation pane it says:
Error
An error has occurred. For more information, contact your system
administrator.
Is there a problem whit the conection to the reportserver or? Tag: Activate Quote Button Tag: 78115
Estimated Revenue of an Opportunity
Hi folks,
It would be very useful to be able to simply quote an amount for an
Opportunity without having to break the amount down into individual
products. This can be done through the Estimated Revenue field of an
Opportunity. When it is set to be user provided, the estimated revenue is not
carried over automatically when a related quote is created. Write-in products
can be added to a Quote, Order or Invoice to achieve that functionality but
as far as I can see there is no facility to
achieve the same thing with an Opportunity.
Basically I would like to set an Estimated Revenue value for an
Opportunity which is then carried over to the Total amount field of a
related Quote. Shouldn't this be possible? Tag: Activate Quote Button Tag: 78111
Summary of Duplicate Account, Contact and Leads
I have read many posts about this topic...and these are my observations:
1. You can control duplicate creation on records using the onSave JScripts,
this work when you create new accounts, contacts
2. You can control duplicate imports using ISV solutions like C360, which
evalute duplicates for Accounts, Contacts, Leads
3. However, I am not sure if the above mentioned solutions validate
duplicates during the conversion process of a lead into an
account/contact...does it?
Regards Tag: Activate Quote Button Tag: 78105
Microsoft CRM-Exchange E-mail Router XML configuration file
Hi
Can somebody give me a sample XML file. The one that I got from the
Implementation guide is like below but it doesn't work and you ge the error
like "The specified configuration file format is not valid."
Sample Microsoft CRM-Exchange E-mail Router XML configuration file
<CRMSetup>
<EmailServer>
<WebsiteUrl>http://website</WebsiteUrl>
<CRMMailbox>CRMMAIL</CRMMailbox>
<InstallDir>c:\program files\mscrm</InstallDir>
<InstallType>new</InstallType>
</EmailServer>
</CRMSetup>
Regards
Ahsan Tag: Activate Quote Button Tag: 78099
CRM DST UPDATES in WSUS
Where are teh DST updates in WSUS? Are they there and if so, how do you see
them? If not, how are folks deploying the DST updates in a timely, automated
fashion?
THANKS! Tag: Activate Quote Button Tag: 78097
Subprocesses not appearing in Sales Process Workflow
Details:
Opportunity entity, Sales process.
MS CRM 3.0, completely fresh install
1 Custom field: Proposal Status, picklist {accepted, rejected}
What I was trying to do was this:
On Create workflow -> Go through the whole process -> at the end
branch and set win or loss, based on other attributes.
As there is no branching in Sales Processes, I tried to use two manual
rules to achieve the same result. These manual workflow rules didn't
appear under the "Run Subprocess..." in the "On Create" workflow.
They also don't appear in other manual workflows. I also tried
creating a completely empty "On Create" workflow and two manual
workflows that were also empty, with the same result. This may be a
configuration issue or a limitation of Workflow Manager.
Any suggestions? Tag: Activate Quote Button Tag: 78093
Contacts
I would like to be able to associate a contact with the company they work for
without creating an account. You can do this with leads as there is a place
in the view where you can put company name but there is no data base element
in contact for company name. Thanks in advance...
--
DHRees Tag: Activate Quote Button Tag: 78092
Bulk import of contacts
We are still in the process of importing/entering data into the
system. I have a spreadsheet of clients which includes their name,
contact details, company and position. I don't have any problem with
the bulk import tool with the exception of importing the company. I
realise this is slightly awkward as the company is entered as a lookup
on the contact form.
Is there any way to quick create a new account using the company name
during a bulk import of contacts? Better yet, can you also check if
the account already exists and if it does, link it through the look
up, and if not, quick create a new account.
My guess is that I'd have to write some sort of new script which is
similar to the bulk import tool, but with the ability to also create
new accounts. I've managed to avoid writing any call outs so far, so
I'm not really sure how to do this. Besides, surely this isn't a
unique problem!!!
Any ideas? Tag: Activate Quote Button Tag: 78091
Outlook freezes upon completion of CRM Synchronization
We have CRM3 with rollup 1 installed. We have Exchange running on a separate
server. I installed CRM3 Outlook Desktop Client and rollup 1 on my laptop.
When I synchronize, it appears to synchronize successfully. Then Outlook
freezes. No screen refreshes, etc. It appears that Outlook is taking about
20% of the CPU continuously for many hours (i.e., overnight and beyond).
I have duplicated this on multiple client machines, and it actually happens
if I have installed the Outlook Laptop Client as well.
What could be happening? Thanks!
--
Mark Tag: Activate Quote Button Tag: 78090
Picklist value out of sequence
I have a picklist with values that are out of sequence and I need to revalue
the items in the list but the only way I can think of to do this is to delete
the list and start over. The only problem is that the list has been used, so
when I try to delete the list it says "The value associated with this list
option will be deleted permanently. After a list value it deleted from the
system, it cannot be re-added. Any existing records that contain this value
must be manually updated to a different value in the list".
All I want to do is revalue the list so the list value will be in sequence
(1,2,3,4,5).
Is there a way to possibly do this without losing what as been used already
without the manual stuff? Tag: Activate Quote Button Tag: 78087
Quick Campaign
I created a Quick Campaign in Draft Form and want to delete. Keep getting
error messages: "You must suply a valid URL" or "The logged-on user does not
have the appropriate security permissions to view these records or perform
the specific action."
Anyone know how to delete? Tag: Activate Quote Button Tag: 78080
Problem "Going Offline" with Dynamics CRM 3.0, SBS 2003sp1 and XPs
My Configuration - all with the latest updates applied:
Small Business Server 2003sp1
Exchange 2003sp2
SQL Server 2000sp4
Dynamics CRM 3.0 - with update rollup 1
Windows XPsp2 Desktop
Windows XPsp2 Laptop
Outlook 2003sp2
Hotfix KB_931270 installed - needed to stop Outlook from crashing on both
the Desktop & Laptop.
This is a fresh install of Dynamics CRM with 1 client and 33 contacts - NO
other data.
Problem: Attempts to have CRM "Go Offline" are unsuccessfull.
"Failed move data for entity 'Note' during action salnsert, countRows=1.
Contact your system administrator for assistance"
This produces 6 Events in the Application Event log (see below)
EVT file available.
There are two KB articles that are similar to this type of error:
KB_918108 - which is included in update rollout 1, and already applied on my
system
KB_923327 - which I have installed on the Server, Laptop & Desktop.
Any suggestions you can offer would be greatly appreciated.
Thank you,
Alan
Type Date Time Source Category Event User Computer
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB
Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Tag: Activate Quote Button Tag: 78063
Allow Editing of Case Resolution screen in CRM
Need to allow editing of Case Resolution in CRM - particularly dropdowns
----------------
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=fd3702cf-c7a0-406c-97ae-313ff3d13229&dg=microsoft.public.crm Tag: Activate Quote Button Tag: 78062
Can't enter multiple values in Advanced Find
According to Microsoft CRM3 for Dummies book, I should be able to enter
multiple values in Advanced Find but it doesn't work. For example, I am
looking for customers in multiple states (NY;CA;TX) but it doesn't work. Can
you please advise if there is other way? Tag: Activate Quote Button Tag: 78061
Upgrade CRM 1.2 to CRM 3.0
Hi all, I have a problem when I try to do upgrade CRM 1.2 to CRM 3.0
When the installation going to Starting Activity Database Upgrade, show me
this error when trying to adding a attribute in table ActivityBase.
11:22:24| Info| Adding attribute :StatusCode To Entity : Task
11:51:22| Error| Install exception.System.Exception: Error de la acción
Microsoft.Crm.Setup.Server.InstallDatabaseAction. --->
System.Reflection.TargetInvocationException: Exception has been thrown by the
target of an invocation. ---> System.Data.SqlClient.SqlException: I/O error
(torn page) detected during read at offset 0x00000031be0000 in file
'E:\Win32app\Microsoft SQL
Server\Data\\Embotelladora_La_Mariposa_S_A__MSCRM.mdf'.
at System.Data.SqlClient.SqlCommand.ExecuteNonQuery()
at Microsoft.Crm.Upgrade.ActivityUpgrade.Upgrade(String path)
--- End of inner exception stack trace ---
at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj,
BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo
culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess)
at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj,
BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo
culture, Boolean verifyAccess)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags
invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
at System.RuntimeType.InvokeMember(String name, BindingFlags invokeAttr,
Binder binder, Object target, Object[] args, ParameterModifier[] modifiers,
CultureInfo culture, String[] namedParameters)
at Microsoft.Crm.Setup.DatabaseInstaller.DllMethodAction.Execute()
at Microsoft.Crm.Setup.DatabaseInstaller.DatabaseInstaller.Install(Int32
languageCode, String file, Boolean upgrade)
at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary
parameters)
at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action,
IDictionary parameters, Boolean undo)
--- End of inner exception stack trace ---
at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action,
IDictionary parameters, Boolean undo)
at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver)
at Microsoft.Crm.Setup.Server.DatabaseInstaller.Install(IDictionary
stateSaver)
at
Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary
stateSaver)
at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary
stateSaver)
at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data)
at Microsoft.Crm.Setup.Server.ServerSetup.Run()
Any ideas
Thanks Tag: Activate Quote Button Tag: 78056
Importing Campaign Responses Data in row did not match the import
We are struggling to understand how to importing Campaign Responses using the
bulk import wizard.
We receive the errors:
Reason: Data in row did not match the import type
Reason ID: 0x8004032d
Please could someone help us diagnose where the problem lies?
Thanks Tag: Activate Quote Button Tag: 78053
CRM QUEUE
Folks
My queue receives email, only when the email is sent from internally
directly to the mailbox / email address, when send from external directly to
that email address but not when the email address is part of a distribution
list that is housed external - ie inbound????
Does that make sense?
Regards
Gavin Tag: Activate Quote Button Tag: 78052
confused about create and manual events
i made and activated a work-rule with these characteristics:
entity type=account
event=create
the rule:
when an account is created the territory is assigned based upon the owner.
the test:
i converted 3 leads into accounts. and then i waited 30 miuntes.
the result:
none of the three new accounts have their territory assignments. however, i
then manually executed the rule and the assignments were made.
the question:
why didn't it make the proper assignment when the account was created via
converting the lead to an account? and why would an 'account create' rule
work manually if the account is already an existing (although its only been
in existance 30 minutes) account?
--
Richard Adams
GreatNeck Tools Tag: Activate Quote Button Tag: 78050
Workflow assignment of related records to account owner
Is there a way to have related records (quotes, opportunities and orders are
what I am really concerned with) automatically assigned to the account owner
if someone other than the account owner creates them? I would think this
would be no big deal, but I have not been able to figure it out and think I
am overlooking something.
Our structure pairs an inside sales person with some number of outside sales
people (anywhere from 1-4). The outside sales people own all of the customer
accouts. If an inside sales person creates an opportunity, for example, for
a particular account, I would like workflow to assign the opportunity record
to the account owner (the outside sales person). Any insight would be
appreciated. Thanks Tag: Activate Quote Button Tag: 78045
Personal option for sync client grayed out
When trying to set a client computer to be the synchronizing client (from
Outlook's CRM menu, Options, Synchronization), it seems this setting is
sometimes available and other times grayed out. I'm not sure why it is
variable. Any ideas?
Thanks,
Dawn Tag: Activate Quote Button Tag: 78043
Possible to run DYnamics CRM 3.0 as multi-server isntallastion with replicated SQL
Hello,
I have a customer who's interested in Dynamics CRM 3.0, but they want
to run the application in 3 different sites, but with the same data. I
know that SQL Server supports some sort of replication, but is it
supported to run Dynamics with this config? THis would be a solution
with 3 identical Web/CRM servers (one in each site) and 3 SQL Servers
with the database that replicate changes off each other. Can this be
done?
best regards,
Trond Hindenes Tag: Activate Quote Button Tag: 78040
Bouncebacks using email thru CRM
We are currently using the Small Business CRM version 3.0 & Server 2003. We
continue to experience multiple delayed, undeliverable, canceled, spammed
emails thru CRM. It seems to happen more frequently when we attach documents
(quotes) to the email messages. Maybe 1 out of 3 messages reach our
customers. Many of our sales folks are using Outlook in addition to CRM to
send mail. Some recommendations from our partner and other folks have been to
remove the tracking tokens, do not bulk email, and check the recepients email
address. We've never sent bulk emails from CRM. We've removed the tracking
tokens and our recepients email addresses are correct, because the same email
will reach them through Outlook. Our Administrator has sent the same message
from CRM and from Outlook and the code/background is the same. There are no
defining items to distinguish why one email is going through and why one is
not. We've ran complete diagnostic checks on the exchange server and have
contacted everyone we know to try to help us through this. Please help!
--
Thanks for your assistance! - Ace 2007 Tag: Activate Quote Button Tag: 78029
Assign Tasks to a Group?
Is there a way to assign tasks to a group of users as opposed to just one user?
Thanks,
Sinead.
--
Sinead O''''Shaughnessy Tag: Activate Quote Button Tag: 78027
Problem with MS CRM Token in sending email from comaigne.
Hello,
I have a problem with executing campaigns in MS CRM. I added a marketing
list to campaigns activities and sending mail merge email to all my clients.
Emails which were sending from mail merge (use word) do not have a MS CRM
token in their subject. So answers are not automatically linked to campaign
activity.
In my MS CRM system settings dialog box I set option email tracking for
enabled and I donâ??t have problem with sending email form MS CRM.
Any suggestions? Thx for your help. Tag: Activate Quote Button Tag: 78025
Using sdk to find out if an Account already exists
Hi,
Want to use sdk to see if an Account already exists , all i have is
its name.
I've looked at Retrieve method but it requires the Guid.
Any equivalent call to Retrieve that just takes name? Or a way to get
the Guid from the name?
Sample code would be great if available.
Thanks for all help.
John Tag: Activate Quote Button Tag: 78021
Track in CRM problem with image
Hi!
I have a problem when I try to track an email(with a gif image inside) in
CRM. The email just can't be tracked. Then I installed this hotfix KB925532
that suppose to solve this problem. The email could be tracked now but the
image has been put in the attachment as attachment.bin that I could not open
later on. Is there anyone knows this problem? Is there a way to solve it?
Thanks a lot! Tag: Activate Quote Button Tag: 78019
mail merge from marketing list
As both a provider of CRM solutions to customers and also a user, i find it
absurd that i cannot mail merge from a marketing list. to do this i double my
work by using advanced find to search for the list i created, which then
saves in 'my view' which then you have to bring up then you can mail merge.
it makes for scattered lists, and more confusion all round, especially when
the sales team are asked to populate lists.
simple - marketing lists need to have the functionality to mail merge from.
----------------
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=ce9ec143-7227-4131-9ae4-679d0401b628&dg=microsoft.public.crm Tag: Activate Quote Button Tag: 78009
Report Server Date Discrepancy with CRM Display
Hi All,
I have just uploaded one report using Microsoft CRM. Everything works
fine, except modified date which is displayed in CRM Report Grid for
this report is tomorrow's date. I think it happens because of how CRM
manage UTC time and it thinks that Report server's date is in UTC
format.
All user's setting in Microsoft CRM is UTC+8 (including user who
uploads the report). CRM and Database (+ Report) server is located on
different physical servers, which their time zone setting have been
configured to GMT+8.
For example:
Upload Report: 08 March 2007 18:30 (Local Time/UTC+8)
Created/Modified Date field in Report Server database (Catalog table):
08/03/2007 18:30
Displayed in CRM: 09/03/2007 (dd/MM/yyyy)
Is there anyway to solve this? I don't think there is other/further
problem with this (is there?), but my client demands explanation for
this discrepancy. Anyone can help? Tag: Activate Quote Button Tag: 78007
The 'CRM_FullName' parameter is missing a value
Hello,
I installed Microsoft CRM with SQL 2005 Server and reporting services on
different server. but when I'm trying to run the reports from Reports Area in
Microsoft CRM I am receiving the following error message?
"The 'CRM_FullName' parameter is missing a value"
Has anyone resolve this problem and could you help me?
Thanks in advance,
Rena Tag: Activate Quote Button Tag: 78006
Error in the Event viewer MSCRMExRouter : EventID 0 error 0x80040E
Hi,
I'm a lot of errors in the CRM event viewer.
Is someone know an issue ?
(There is no dot "." in the CRM mailbox name.)
Event Type: Error
Event Source: MSCRMExRouter
Event Category: None
Event ID: 0
Date: 08/03/2007
Time: 09:17:55
User: N/A
Computer: WRENMS
Description:
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException:
Connection to mailbox: CRM Router Mailbox failed
(System.Runtime.InteropServices.COMException (0x80040E19): Object or data
matching the name, range, or selection criteria was not found within the
scope of this operation.
at ADODB.ConnectionClass.Open(String ConnectionString, String UserID,
String Password, Int32 Options)
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger
logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)). --->
System.Runtime.InteropServices.COMException (0x80040E19): Object or data
matching the name, range, or selection criteria was not found within the
scope of this operation.
at ADODB.ConnectionClass.Open(String ConnectionString, String UserID,
String Password, Int32 Options)
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger
logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)
--- End of inner exception stack trace ---
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger
logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox)
at
Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService()
For more information, see Help and Support Center at
http://go.microsoft.com/fwlink/events.asp. Tag: Activate Quote Button Tag: 78004
Appointment date in invalid
Hi
We are creating service activities for the scheduling of equipment which is
rented to a client for up to five years.
We created a service activity, set the duration and received an error
message stating that the "Duration of the Appointment is invalid".
Does anyone know why this occured and how to solve it?
Many Thanks Tag: Activate Quote Button Tag: 78001
Workflow Rule Date
Hi
I really need assistance with this. I am trying to create a worklfow rule
that fires when a particluar date is reached. I am aware the the workflow
rules are triggered by the Create, Assign, Change Status and Manual events
however I tried to create a workflow that after a records status changes and
the date is reached, a task would be created.
Unfortunately this workflow rule never fired. I set the workflow rule to
fire if the date field equals the Execution Time and nothing happened after I
selected the Date field as todays date on the record in CRM.
Please assist?
Thanks Tag: Activate Quote Button Tag: 77999
CRM Connector with Pastel
Hi
We are looking for a connector which will link CRM to Pastel accounting
software. We are aware that there are connectors available and I would like
to ask if anyone has any additional information on this could they please let
us know?
Thanks
Mark Tag: Activate Quote Button Tag: 77997
Does anyone know how to call the code that "activates" Quotes in JScript? I'd
like to put said JScript in a simple Button on the Quote form via the
isv.config file.