Report
Hi, I make a custom report called "Report A", but when I run it in microsoft
CRM application, there is error dialog like this :
-----------------------------------------------------------------------
Reporting Services Error :
An error has occured during report processing .(rsProcessingAborted)
Cannot create a connection to data source 'mi-crm' .
(rsErrorOpeningConnection)
Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'
-----------------------------------------------------------------------
For information, the user open the report is CRM user (user Liau). Liau was
a member of ReportingGroup in active directory, and then i try to add
ReportingGroup group to SQL Server for dbowner role. Anyone help me ? Tag: Is the Activities View Customisable? Tag: 73959
update admin owned entity fail with SDK
When i try to update the contact with CRM SDK Webservice , it return the
following error: Target user does not hold required privileges.
The user i use is a "systme administrator" role"
After checking, I found that the fail record is owned by "Administrator".
And it is ok to update record if the contact is owned by other users.
On the other hand, if I update the fail record through CRM Web Site, it is
ok at all, no error return.
Is anyone face the same problem and has soultion on this?
Code I used as follow:
TargetUpdateContact target = new TargetUpdateContact();
target.Contact = con;
UpdateRequest update = new UpdateRequest();
update.Target = target;
UpdateResponse updated = (UpdateResponse)CRMService.Execute(update); Tag: Is the Activities View Customisable? Tag: 73958
Printing Labels from Marketing List
It is possible to create Mail Merge documents for the members of a
Marketing List through Quick Campaign or Main Campaign. But how about
creating labels for all the members in the Marketing List? It seems
that labels can be created only from the main contact list and not from
the Marketing list.
Any pointer?? Tag: Is the Activities View Customisable? Tag: 73955
Sum of Billable Time Against Cases
We raise cases against customer requests and complete billable time when
cases are completed but I can't see a simple way to see the total of
billable time against a customer?
Any advice please?
Roger Tag: Is the Activities View Customisable? Tag: 73944
Implement CRM 3.0 on a Lotus environment
Hello, I need information about implementing Microsoft CRM 3.0 in the
following environment:
* Lotus Notes as e-mail server
* There is no Exchange Server
* Domain users are on Active Directory
I need to know the following:
* Do I need to install exchange server and integrate it to Lotus?
* Is there any ISV software or connector that lets install CRM with Lotus
and not Exchange
* Any documentation about integrating CRM with Lotus is usefull too Tag: Is the Activities View Customisable? Tag: 73943
CRM 3.0 Contact's not synching up properly with Outlook Contacts.
CRM 3.0 Contact's are supposed to sync up with outlooks contacts list.
Well when I birthday is placed for a contact in CRM it populates
outlook's calender with an event. For some reason it populated a
paticular contact for every single day in the calender.
Any help on how this happend and how to clean it up would be great.
Thanks Tag: Is the Activities View Customisable? Tag: 73940
KnowledgeBase Title Chage to Article
My company has a product called "KnowledgeBase" which obviously causes
confusion with the CRM "Knowledge Base" articles. Can anyone tell me
where I can change the title of "KnowledgeBase" to something like
"Article" within CRM? Tag: Is the Activities View Customisable? Tag: 73939
KnowledgeBase Title Chage to Article
My company has a product called "KnowledgeBase" which obviously causes
confusion with the CRM "Knowledge Base" articles. Can anyone tell me
where I can change the title of "KnowledgeBase" to something like
"Article" within CRM? Tag: Is the Activities View Customisable? Tag: 73938
Unable to uninstall CRM 3.0 client from any other user, including Admin (Local or Domain)
How do I uninstall CRM 3.0 client that was installed on another user
account we don't have access to?
The only way we can uninstall the client is if we log in as the user
who used it. When people switch computers and a new user needs that
computer, the only way to enable them to use CRM outlook client is to
uninstall it on the old user and reinstall on the new. Why!?
Any help is appreciated. Tag: Is the Activities View Customisable? Tag: 73937
[CRM3] Scheduling a serviceactivity which consists of multiple (sub)services
When I schedule a Serviceactivity in CRM 3.0 I get to choose only one
specific Service.
Now what when I've defined different Services, say
- Service 1:Configuring a laptop
- Service 2: Connecting a laptop to a domainnetwork
- Service 3: Installing Office2007 on a laptop
Now how can I schedule 1 (just one) Serviceactivity (say Service X: placing
a fully configured laptop)
under which all three services are being executed?
When all three sub-services have been executed, the total amount spent
on these sub-services should be calculated when the parentcase is
being closed.
I can't get visualize this in my head at the moment because I'm stuck with
multiple issues:
A) I have different services
B) I have different Resources (users) that can perform that service
C) I have services that exist of other services themselves.
How have you dealt with Service/Subservice issues in your organisation? Tag: Is the Activities View Customisable? Tag: 73935
CRM 3.0 - SQL 2000 Reporting Services - Problem with reporting from network client PCs
We have an installation of Microsoft CRM 3.0 SBE running on SBS 2003 Premium
(ISA is not installed). The installation is working perfectly all round
with one exception. We suspect that our problem has something to do with
either the configuration of our certificate or CRM, reporting services and
IIS permissions. CRM was installed on a fresh installation of SBS.
When running reports from CRM on the server itself we have no problems
what-so-ever. When we run reports from a domain member client pc on the
network and run a report we can edit criteria in the report viewer and run
reports etc. When we click run report, we are prompted to enter user
credentials (not the case when we run reports from the server). When the
report output is rendered, no data is getting through and we are presented
with blank graphics placeholder (with little red x) and only the report
output template. When we attempt to drill down or get details on any of the
reports, we get the following error message.
Line: 68
Char: 1
Error: 'top.trEditFilter.Style' is null or not an object
Code: 0
URL: http://ourcrmserver:5555/CRMReports/viewer/drillopen.aspx? blah blah
blah,..........
Anyone have any ideas? Thanks in advance Tag: Is the Activities View Customisable? Tag: 73931
Data Migration Framework should allow custom entities
Data Migration Framework shoul allow importing data to custom entities.
--
Luis Panzano
Renacimiento Sistemas
Microsoft GOLD Certified Partner
http://lpanzano.spaces.live.com/
----------------
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=e95a91c3-a3cc-4150-b04b-b399d4f6616a&dg=microsoft.public.crm Tag: Is the Activities View Customisable? Tag: 73929
Planning a service with more or less required users
When I create services you have
to pick the amount of users, needed for that
service. Say I have a service
'Configure Server' and 3 persons are needed
out of a pool of 10 capable people.
When you schedule that service, one seems
to be stuck with that amount of required users.
I can select 2 people, but then with the
calculation of the times that are available, CRM
uses the amount set (thus it looks for 3 people to
schedule in), if I select 4 people you get the
error of planning more resources than required
for the service (which is understandable).
Sometimes I want to schedule only one employee
and perhaps even 3. And what if I want to
schedule a person that's coming along just to
watch how the service is being executed (think
of a trainee that is not actually performing any duties) ?
How have you dealt with this issue? Tag: Is the Activities View Customisable? Tag: 73928
Lookup record dialog box
The lookup dialog box field for different types of activities are different.
For example, if we add job title in the find columns for Contact find (uder
form and view). The job title is seachable in Phone activity Receipeint
field, but it is not in To field of email. The two lookup foms also look
different. Is there a way to make Job title searchable on Email lookup
dialog box?
Thanks Tag: Is the Activities View Customisable? Tag: 73921
Free CRM Server license for Dynamics GP customers?
My partner said at a recent user group meeting that MS was offering a free
CRM Server license for Dynamics GP customers (who are current on their
enhancement plan). Does anyone know more details about this program?
I'd like to set up and explore using CRM in a small environment (maybe just
a few users) and this would make it easier to do.
Unfortunately, my partner isn't being much help on this one....they told me
to look on CustomerSource, but I can't find anything resembling this.
Anybody else heard of this, or know where I can go for more information?
Thanks,
Jason Tag: Is the Activities View Customisable? Tag: 73912
Issue since Rollup 1 applied
Since applying Rollup 1 yesterday, we experience the followng error:
"Failed move data for entity 'Contact' during sainsert. countRow=1"
Searching I find suggestions that this is an issue Rollup 1 will resolve. In
this case it was working fine UNTIL we applied the rollup.
Any suggestions are appreciated. Tag: Is the Activities View Customisable? Tag: 73909
Assign Telephone Call and send email
Good afternoon,
We are fairly new to CRM 3.0 and trying to acomplish the following:
Telephone Call is received
CRM User clicks the create telephone call
CRM User sets TO: field to CRM User phone message is for
CRM User sets FROM: Feild to contact / business that is calling
types in phone call info, etc.
When this is saved we want a Workflow process to assign the phone call to
the TO person then email the TO person.
Is there a way to do this?
Thank you in advance,
Steve Tag: Is the Activities View Customisable? Tag: 73908
CRM v4.0 aka Titan
I have researched the posts throughout this group and haven't seen much
on this topic. Visit these two links (i'm sure there are tons more) to
see what I'm talking about:
http://www.microsoft-watch.com/content/operating_systems/microsoft_to_talk_mash_ups_titan_crm_40_at_convergence.html
http://blogs.zdnet.com/microsoft/?p=85
If anyone has ANY other information regarding the release, new
features, etc on this topic please post it here.
Thanks,
Brandon Tag: Is the Activities View Customisable? Tag: 73898
TimeZones
When doing reports with CRM we have several users in different time zones
(Central and Eastern). To add pain to injury some have daylight savings time
and others don't.
We've added custom date fields into CRM and are now reporting. Depending
upon when the information is entered it shows on either the current day or
the next day. These dates we need to report on the correct date. We know we
have the SystemUserBase table that we can cross reference for time zone bias
but is there a simple function that we can wrap a query in to automatically
handle the offset? We're using a filtered view to try and get the
information out of CRM in our reports.
John Tag: Is the Activities View Customisable? Tag: 73884
Question about service planning and travel time.
Hello,
I have the following question. Within the Service planning module of CRM I
have the possibility to plan my service people. But our service is with the
customer itself, at there location. So the service people have to cope with
travel time to get to there next appointment. I cán not see this in my
serviceplanning view, and so there is a risk a appointment is planned on
travell time... Does someone know a solution? Please help, thank you in
advance.
Eric Tag: Is the Activities View Customisable? Tag: 73882
Calendarweeks off
The date on our CRM 3.0 server is set correctly and to use
GMT+01:00 hour for TimeZone (Amsterdam, Berlin, Rome,...).
The weeknumbers in CRM 3.0 go like this:
Year 2003: has 52 weeks
Year 2004: has 52 weeks as well
Year 2005: has 3 weeks 52?
Year 2006: misses a week 52
Year 2007: is ok again, 52 weeks
Year 20xx: etc. also ok.
Any reasons why? Tag: Is the Activities View Customisable? Tag: 73881
Mail Merge Images Missing
One of our clients is trying to use the Mail Merge option to send out
newsletters based on an email template which includes images. The only
merge fields in the document is the client's name. However, the images
in the template do not always get sent. Sometimes they are merged into
the final document and other times no image is displayed at all. They
are using Word2003.
Any ideas? Tag: Is the Activities View Customisable? Tag: 73880
Issue with Syncing Contacts in Outlook
After I create a contact in CRM, the contact is created in Outlook but
without the 'Company' name. Why is this?
Thanks Tag: Is the Activities View Customisable? Tag: 73877
Alternative to the Email editor in the CRM
I use the outlook interface to send emails and link them to the CRM to keep
records. this is fine. However, when I open a recorded email within the CRM,
it is the CRM editor which is used. I found it very very poor. Is there a way
to use within CRM the outlook email editor? Tag: Is the Activities View Customisable? Tag: 73875
Next Scheduled Release in February 2007?
At Convergence last Spring the CRM team repeated numerous times that they
were on a rapid development and release schedule and that partner and
customers should look forward to a release in February 2007.
I don't see any documentation about what's in store for 2007 -- though I
have learned more from colleagues who resell SalesForce.com about what's in
store for that CRM solution.
Where can I learn more so I can help better service our customers and
prospects? Tag: Is the Activities View Customisable? Tag: 73873
Provide a better upgrade path with Business Contact Manager
Hi, my suggestion is to provide a better upgrade path between Business
Contact Manager and MS CRM. Small business owners that use BCM will want to
upgrade to CRM as they grow. Looking at the blogs and postings, there seems
to be a lot of problems migrating data from one to the other. I thought it
would be great if I could just drag and drop a contact from BCM to the leads
folder or contacts folder and have it add a record automatically. I was able
to use the data migration tool to get my accounts to migrate over but not my
leads and even so, not all of the information came through such as emails and
activities.
----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.
http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=130969c0-8e80-4e31-844c-7829b290bfce&dg=microsoft.public.crm Tag: Is the Activities View Customisable? Tag: 73872
CRM V3.0 on SBS prem cannot access reports
Hi..
currently have an issue with MS CRM with regard to accessing reports.
from both client machine and server i cannot access reports.
from within CRM i get "error.. An error has occurred. For more information,
contact your system administrator."
if i try to go to http://localhost/reports i get "The request failed with
HTTP status 403: Forbidden"
have looked on MS site and googled without much success.
SBS 2003 prem (not R2 and no ISA)
iis using .net v1.xxxx
any idea
thanks Tag: Is the Activities View Customisable? Tag: 73871
Bulk email aborted from quick campaign
Folks,
Have done an Advanced Find and from there created a bulk email Quick
Campaign. (590 recipients/contacts) after clicking on Create screen closes
after a short pause but the campaign shows 0 success 0 failed Status Reason
Aborted. (error: 0x8004023b in description) If I do the same with a subset
of 7 contacts it works fine. (ie emails to all seven are sent out)
Any suggestions?
Have checked bulk email service is running
Have set tracing debugtracelevel - nothing obvious
Have checked all email addresses in valid format
Have set AllowUnresolvedPartiesOnEmailSend
Have applied relevant hotfixes to allow bulk emails - does work for at least
7
Have set SMTP server message properties to allow 10000 recipients per
message and 200 message per session Tag: Is the Activities View Customisable? Tag: 73869
Save and Close not working correctly
Hi -
We're finding a very strange and unnerving problem today. When using
the save and close button the contacts in question at first seem to
save and close. However - when we go back into CRM after closing out
the information actually has not saved. Has anyone else seen this?
Thanks - Maria Tag: Is the Activities View Customisable? Tag: 73868
Save and Close not working correctly
Hi -
We're finding a very strange and unnerving problem today. When using
the save and close button the contacts in question at first seem to
save and close. However - when we go back into CRM after closing out
the information actually has not saved. Has anyone else seen this?
Thanks - Maria Tag: Is the Activities View Customisable? Tag: 73867
Recipient Address Deleted
When some of our users send e-mails from their laptops with CRM
installed (laptop version) and the e-mail is tracked in CRM, sometimes
the recipient e-mail addresses in the to field are deleted after the
send button is pushed!
The e-mail will go to people they've CCed and will appear in their sent
items with the addresses deleted. This means they need to check every
e-mail they send.
I've found absolutely no information about anything like this. Any help
would be appreciated. Tag: Is the Activities View Customisable? Tag: 73864
Error in Sales Process upon automatic email to user group
When an opportunity is created, the sales process automatically fires
off. When a particular task is completed, it is written that an email
is to be automatically sent to a user group defined in the setup.
For two particular users in our pilot group, the email does not
automatically send and an error is generated for the task. I cannot
recreate the issue. I have tried creating an opportunity and assigning
it to that user, then going through the stages of the sales process. I
do not get the error.
There are other users in the same office who can create opportunities
and they do not get the error and the email is automatically sent to
the user group specified. I cannot view the error. When I try to open
the task in which the error occurs, I receive an "Insufficient
Permissions" error. I am set up as a System Administrator.
I am at a loss. There does not seem to be a rhyme or reason as to why
this is happening only for a couple of people. The other people in the
office are set up with the same Roles as the two having issues.
Has anyone seen anything like this????
Please help! Tag: Is the Activities View Customisable? Tag: 73862
Looking for Contract MSCRM trainers
We're seeking a good contract MS-CRM trainer to handle our occassional
on-site and classroom training engagement, as well as possibly some of
the light development work arising out of these classes. Typically our
classes are fairly introductory level oriented to sales people and
sales managers. Please respond off-list to jobs@ledet.com if interested. Tag: Is the Activities View Customisable? Tag: 73861
Loading MS CRM in FRAME / IFRAME
Is it possible to run MS CRM Forms inside of parent Iframe/Form?
How pass to CRM login/password programatically from parent form?
Thanks. Tag: Is the Activities View Customisable? Tag: 73860
First access after installation
After installing CRM 3.0 i want to access the crm over http://servername:5555/
A Login window apears and i put in my login name and password - the next
page says page can not be found error 404
So which login information is needed - the normal domain login? Do i have to
check something in the IIS?
any help would be fine.
best regards from germany
richard Tag: Is the Activities View Customisable? Tag: 73855
Quick Find Activites
I had a query regarding the quick find associated with the activity entity in
MS-CRM 3.0
We have added the due date as a find field for the Quick Find View and
published
I have some records whose due date falls on 22/11/2007 and some records
whose due date is 22/11/2206
I have CRM date format as dd/mm/yyyy
In the Quick Find when I enter a date as 11/22, it enters all the records
whose records have the due date as 22/11/2006.
If I have to retrieve the record whose due date is 22/11/2007, I will have
to enter the date as 22/11/2007.
Which date format does the CRM application recognize when performing the
search based on the date field? Tag: Is the Activities View Customisable? Tag: 73854
Account Merging Problem..
Hi All,
We currently have problem in merging Account. When we merge account,
the new UI will be displayed for us to choose which field we want to
merge. But, currently, we don't see any lookup-type field in the merge
field option. Anyone know this is bugs from CRM or anything wrong with
my current CRM configuration? If it's bugs, is there any Knowledge Base
or Patch? If it's wrong with my CRM Configuration, anyone knows how to
fix it?
Regards,
Gunady Tag: Is the Activities View Customisable? Tag: 73853
Standard unit on product
Is it possible to get the products standard unit transferred to the unit
field on quotes and orders ?
Why does the user have to choose the unit when there already is a default on
the product ?
--------------------------------------------------------------------------------
Jeg beskyttes af den gratis SPAMfighter til privatbrugere.
Den har indtil videre sparet mig for at få 28127 spam-mails
Betalende brugere får ikke denne besked i deres e-mails.
Hent en gratis SPAMfighter her. Tag: Is the Activities View Customisable? Tag: 73851
Routed Mails not appearing in CRM
I have the exchange router installed, to send mail to CRM and have deployed a
rule to a user. When mail is sent to this user, the mail is forwarded to the
sink mailbox (crmmail) and it then dissapears from the sink mailbox, but it
never appears in CRM. No errors appear in the event log.
The router service is running as the same account as the sink box, and is a
domain admin, but no luck.
Thanks Tag: Is the Activities View Customisable? Tag: 73850
Clicking On Reports Now Causes An Error Message
I was able to run reports just fine for months and now when I click on the
reports option I am get the following error message:
Description: An unhandled exception occurred during the execution of the
current web request.
Any idea as to why I would am now getting this error message and how to fix
it?
Thanks.
Rick Bellefond
RB Data Services
www.rbdata.com Tag: Is the Activities View Customisable? Tag: 73848
Search from value to value on text fields
I have a suggestion concerning search on text fields.
Fx the zipcode field. In Denmark we often want to search for an interval fx
5000 to 5999.
This isn't possible on Text fields in CRM. You have to create a search with
a lot of OR's in AX it is possible to use the syntax 5000..5999.
Or a selection of method Between or From and To.
----------------
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=0503eb15-da29-475a-95cd-a54cb705e060&dg=microsoft.public.crm Tag: Is the Activities View Customisable? Tag: 73845
Installing CRM 3.0 Plus Exchange Email Router
Hello,
I have an SBS 2003 R2Premium with SQL 2005 Workgroup edition server at our
office,
there are 5 users.
I am looking to install CRM 3.0 plus the Email router on a test box before I
commit to installing it on the live system and am finding it difficult to
understand fully the options I am presented with during the Iinstall. Is
there anyone who could point me in the right direction to some guides to
installing CRM server with explanations of the options involved.
The more relevent reading the better :)
Thanks for your time
Dave Tag: Is the Activities View Customisable? Tag: 73844
Subject Description
Hi all,
Is there anyway I can access the Subject Description (not name) that we
enter during Subject Entry on the Case Screen.
Secondly , I have to ask some additional information from CSR if he select
some particular subjects but dont want these fields to be there on the case
screen for every trouble ticket. Tag: Is the Activities View Customisable? Tag: 73843
can I update directly CRM Table
Hi,
I use CRM 1.2
I would like remove a licence of user, he don't exist in Active Directory.
so I would like do delete the good row in the table
SystemUsersLicences
Can I do that ? Tag: Is the Activities View Customisable? Tag: 73839
MONEY PREMIUM MAKE ACCOUNT REGISTER COLUMNS SELECTABLE
ON 2001 QUICKEN MONEY DELUXE I COULD ENTER INTEREST, AND CASH IN THE
BROKERAGE ACCOUNT AND SEE IT IN THE REGISTER. ON MONEY PREMIUM, I HAVE TO
LEAVE THE ACCOUNT, GO TO CASH TRANSACTIONS, AND SEE MY MONEY BALANCE AND THE
TRANSACTIONS.
IF YOU NEED TO STORE THE TRANSACTIONS IN TWO DIFFERENT PLACES, I GUESS I CAN
CLICK BACK AND FORTH, BUT AT LEAST LET ME SEE MY CASH BALANCE IN THE ACCOUNT
WHEN I GO TO THE REGISTER.
NEXT ITEM.
IF I HAVE A BROKERAGE ACCOUNT WITH $20,000, IS POSSIBLE TO TRANSFER $10,000
OF THAT TO ANOTHER BROKERAGE ACCOUNT? IF IT IS, IT IS NOT INTUITIVE. IF I GO
TO CASH TRANSACTIONS FOR THE BROKERAGE ACCOUNT, AND MAKE AN ENTRY FOR
$10,000, IT WRITES IT LIKE A CHECK. I GUESS I THEN HAVE TO GO TO THE
RECEIVING ACCOUNT AND MAKE AN ENTRY LIKE A CHECK ARRIVED. KINDA DUMB THAT I
CANNOT JUST TRANSFER IT.
AM I THE ONLY PERSON WITH A BROKERAGE ACCOUNT THAT HAS MONEY AND STOCKS? IF
I AM UNIQUE, I GUESS THERE IS NO PROBLEM....OTHERWISE, IT WOULD SEEM THE
PERSONS WHO WROTE YOUR PROGRAM NEED TO TAKE A COURSE IN BASIC FINANCE.
I EXPECT I WILL THROW MY MONEY PREMIUM AWAY, BUT I WILL SPEND A COUPLE MORE
HOURS ON IT BEFORE I DO THAT.
DAIVD BLACKBURN
----------------
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=d4288bec-c4dd-4e38-bf21-a6ea47dcb085&dg=microsoft.public.crm Tag: Is the Activities View Customisable? Tag: 73837
Values in Billable Time Field
Hi All,
Does anyone know where or how to change the values in the Billable Time
field on the Case Resolution record? I need the values to be in 15 minute
increments, but they aren't and I can't seem to change them through the usual
customization methods. TIA,
--
DDT Tag: Is the Activities View Customisable? Tag: 73825
Remove an entire Business Unit and corresponding data from MS CRM database
We created a 2nd installation of MS CRM and copied over our entire
database to the new installation. However, we would like to
remove/extract all of the activities, leads, contacts, accounts,
opportunities that are not connected to Business Unit that the new
installation was intended for (for the last 18 mos, I created a parent
entity with two child business units.. now one of the child business
units will be its own entity with separate licenses, domain, network,
users, etc).
We probably erroneously copied over the entire database to the new
installation of CRM (with disabled users from the old business unit).
However, I would now like to remove ALL of the old business unit data
since it occupies approx 95% of the database.
PLEASE help :)
Thanks
Rob
rkershberg@gmail.com Tag: Is the Activities View Customisable? Tag: 73823
Synchronize % complete field between Outlook and CRM
We want to update the % complete field of a CRM task in Outlook, and
have it synch with CRM. However, it looks like this is one field that
does not synch up. Does anybody know if you can synch the field
somehow?
Mike Tag: Is the Activities View Customisable? Tag: 73814
Mass Qualify Opportunities
Does anyone know if it is possible to Mass Qualify Opportunities? I
want to be able to select more then one and qualify or disqualify them.
Thanks Tag: Is the Activities View Customisable? Tag: 73811
Re: Annotation Import Not Associating with Account or Contact
I'm having the same problem as this guy did earlier.
I'm using the DMF.
While I can migrate Contacts, Accounts, and Tasks successfully,
Annotations are migrating - but without any objectid or objecttypecode.
Sorta stuck here, as I can't figure out what could be causing this.
Anyone have some helpful input?
Thanks Tag: Is the Activities View Customisable? Tag: 73810
I'd like to add Contact name and Phone number against Activities. Is it
possible to customise Activities and then show in a list view?