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- Previous
  - 1
    - CRM E-mail We installed SFO on an XP workstation. 1. The e-mails do not link with CRM Activities. We used Send CRM e-mail and Promote e-mail to CRM. 2. When We go offline we get a error message "unknown error. try again or contact system administrator. We can see the accounts from the Outlook CRM task bar. Is the issue with the E-mail Router? Thanks Tag: Activity sorting Tag: 18932
  - 2
    - Customizing QuoteDetailDetailPage Hi, I need to customize the invoicedetail form. Specifically, I need to add a new tab to the right of the General, Delivery and Address tabs. I have played with the ISV Application integration XML file and have successfully customized many other forms but it seems that the invoicedetail cannot be customized. I have also looked at SFA\invoicedetail\edit.aspx which I imagine that I am not supposed to touch my self... How can I do this? Thanks, - Jakob Tag: Activity sorting Tag: 18931
  - 3
    - Sync Exchange to CRM My customer wants to do a one-off load of the company Global address book and then to sync changes, additions between CRM & Exchange. How can this be done. Many thanks, Karl. Tag: Activity sorting Tag: 18929
  - 4
    - error accessing CRM from custom web page I created a simple aspx page to create a new contact in CRM, however I keep getting an http error "The request failed with HTTP status 401: Unauthorized." I guess the it's because username/password I am using is not authorized in CRM... I disabled anonynous access in IIS but still it doesn't work. Is there any trick to make it accessible? Or to use a different user Thanks Tag: Activity sorting Tag: 18927
  - 5
    - CRM Email not working Hi group, I installed SFO on all my XP pro clients. They can email out of their Outlook 2003, however when they use the CRM Email and they hit send they get, "An error ocurred. Please contact your administrator." from a MS CRM message box. Everything else works fine task, appointments, calendar, contacts. What's going on with the CRM Email button? NEED HELP!!! TIA Tag: Activity sorting Tag: 18925
  - 6
    - Please help me get hotfix from mbs.microsoft.com I need Microsoft Windows server 2003 hotfix 83489 from mbs.microsoft.com but I have no access to Customersource. Tag: Activity sorting Tag: 18923
  - 7
    - sdfsd sadfewd Tag: Activity sorting Tag: 18922
  - 8
    - Error in CrmExchangeQueueService Hello, I could see the following error in the event viewer. A platform error message was encountered. Subject: 'tututuu' Platform Error Code: 80040e4d Platform Error Description: 'Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'.'Literal SOAP Fault: '<error><code>80040e4d</code><description>Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'.</description></error>' This is happening when i send a mail to the queue i have created. Also i get this error when using the Deployment Manager application of MS CRM. Any help will be very useful. Regards, Venkat Tag: Activity sorting Tag: 18920
  - 9
    - SOAP ERROR HELP Hi I just installed CRM with demo database when i try to add the users i am getting the following errors anyone seen this before Ke User 1 ( Administrator ) failed : Access is denied (80070005) - SOAP Server Application Faulte User 2 ( Eamonn O Neill ) failed : Access is denied (80070005) - SOAP Server Application Faulte User 3 ( kcummins ) failed : Access is denied (80070005) - SOAP Server Application Faulte User 4 ( khoyne ) failed : Access is denied (80070005) - SOAP Server Application Faulte User 5 ( shane Hayes ) failed : Access is denied (80070005) - SOAP Server Application Faulte Tag: Activity sorting Tag: 18919
  - 10
    - Import CONTRACTS into CRM 1.2 Hi everyone. Anybody can tell me how can i import contracts into Microsoft CRM??? The data migration framework does not allow this! Thanks in advance and sorry for my english. Bea. Tag: Activity sorting Tag: 18914
  - 11
    - Contacts and pubicfolder l got a publicfolder in exchange2003 thats holding all our customers. How can l get contacts to read from a publicfolder in Exchange2003. l wannt this to work with Sales for Outlook client and through the web. Need help. /Henrik Karlsson Tag: Activity sorting Tag: 18913
  - 12
    - Putting Products in a Pick List Custom Field Is it possible to add a Picklist ( drop down box ) to a custom form, which has a list of products? Tag: Activity sorting Tag: 18906
  - 13
    - Oppurtunities not calculating How can I get my oppurtunities to calculate volume discounts? The quotes do this just fine, but the oppurtunities do not... Any help would be appreciated. Tag: Activity sorting Tag: 18903
  - 14
    - contract allotments When you create a contract line item and specify the allotment under "Total Cases/Minutes", is this allotment reset monthly? or is this the total allotment for the entire contract? If the latter, how can I setup CRM to automatically allocate the amount specified on a monthly basis i.e. client is allocated 5 hours/month - after 5 hours, they must pay at a discounted rate? Bruce Tag: Activity sorting Tag: 18902
  - 15
    - CRM and Great Plains integration Hello Our company is a registered user of Great Plains 7.5 on MSSQL, and we are also Microsoft Action Pack subscribers, which gives us an evaluation copy of CRM and 5 CALS. I understand that there is a CD available which integrates the two packages together, but I cannot find a source for it and my Great Plains reseller does not sell CRM so they cannot help me. Can anyone tell me how I might obtain a copy of this Great Plains/CRM integration software? . We are located in Montreal, Canada, if anyone wants to refer this enquiry to a local CRM reseller... Tag: Activity sorting Tag: 18901
  - 16
    - Integration / Attribute Not supported If you modified the CRM schema you'll need to publish it from within the integration Admin too. This may be your issue. Tag: Activity sorting Tag: 18900
  - 17
    - Microsoft Run Time Error Mesaages Please can someone help me or point me in the right direction over an ongoing problem I have. Whilst using the Internet, I constantly get a Microsoft Message pop-up on the screen saying the "Run-Time" Error has expired. No matter whether you click on "OK" or the red cross box in the top left hand corner of the message box, the internet is immediately shut down and you have to reopen it to continue. This is most annoying when you are in the middle of a specific function on the internet. Can someone please tell me how to rectify this problem. Tag: Activity sorting Tag: 18897
  - 18
    - Weird Spacing Problem I have two users that when they type an email in CRM and then click Save, it adds about 15 to 20 line spaces at the top of the document. To test, I used the same Contact, clicked email, then Save and it didn't do it for me. But then I had him go in to that Contact and open the email I had just created and it immediately added 15-20 lines at the top (that he can't get rid of). If he sends the email it leaves the lines and appears like it's a big, blank email. Anyone seen anything like this? I thought at first maybe it was an OL 2003 thing because I'm still on 2000, but I tested another user at this site on 2003 and it worked fine. Tag: Activity sorting Tag: 18892
  - 19
    - Adventure Works Cycle DB Hi all ! I would like to know if this is feasible Having Adventure Works DB installed on the CRM server as well as my organisation DB ,and try to manage access to each one of this DB by the business Unit . Thanks. Tag: Activity sorting Tag: 18890
  - 20
    - column widths How is it that Microsoft made a product, CRM 1.2, that has columns where you can only adjust the width to be smaller? Moving the margin of a column in EITHER direction makes the column smaller. This is nonsense. The column widths in CRM don't work like Word or Excel or any other program I've ever used that has adjustable column widths. Tag: Activity sorting Tag: 18887
  - 21
    - % off We offer our resellers a 50% disocunt on product, and 15% off of support. how do i set this up? Not all sales are reseller sales, so I wnat to be able to have the option to apply this discount or not. Tag: Activity sorting Tag: 18876
  - 22
    - Customizing Activities / History List saving changes Hi I have made some changes to CRM forms using formeditor. I do not know how will these changes show in my system. I have uploaded customization but its not working. Any suggestions, advice please Sarah Tag: Activity sorting Tag: 18873
  - 23
    - CRM Buld E-mail or Direct Email with Templates I have CRM on our server here and I am having a problem with the bulk E-mail option or Direct E-mail option when using the Template manager. We cannot send out a Template to multiple contacts, we have several contacts and when I Highlight the ones on one page I go to the next page and highlight them and go back to the first page, all the ones on the first page are not highlighted no more. I have setup the user that will be doing all the bulk E- mailing with the CRM Outlook Sales client on here desktop and all the folders for CRM contacts show up but when I try going into one of the folders, it will bring up the CRM program and then it locks up Outlook. what is the problem here. Tag: Activity sorting Tag: 18868
  - 24
    - SFO Setup Hello All! While setting up SFO on MS Outlook (Office XP) I get following error message: "Setup was unable to find an instance of the Microsoft CRM Server component" This is the very first time I am installing it. I have gone through the other threads in this newsgroup but couldnt find any solution. Thanks for any information. Cheers! --- Waseem Tag: Activity sorting Tag: 18865
  - 25
    - CRM XSD Schemas in Biztalk Has anyone tried to use entities xsd schemas in Biztalk? I was trying to do that but Biztalk seems to be unable to open the file correctly... any hints on that the error is related to an "... attribute not supported in this context... Thanks Tag: Activity sorting Tag: 18864
- Next
  - 1
    - List of CD Titles Does someone know where I can locate a list of the CD titles that came with CRM Sales Professional 1.2? I'm trying to located the Visio application that was included, but I'm not sure which CD it was on. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: Activity sorting Tag: 18859
  - 2
    - Assigning Sales stage to Opportunity How does one assign a sales stage to an opportunity and then change the sales stage? Can someone please explain this with detail steps since I am new to Microsoft CRM. Thanks, Nilesh Tag: Activity sorting Tag: 18855
  - 3
    - User Account Management (Domain User account set-up I set up a user in CRM, but typed in the Domain Logon Name incorrectly during the initial user set up process. When I go back to the user id, the Domain Name field is grayed out. Does anyone know how I can correct this? -thx/Alex Tag: Activity sorting Tag: 18852
  - 4
    - Informatin is Needed before this report can be processed - Crystal Question Has anyone ever see the message: "Informatin is Needed before this report can be processed " and the "Max Records Count has ben exceeded" when running a report. Does anyone know how to get around these, especially the first error message? Tag: Activity sorting Tag: 18851
  - 5
    - Email Router Hello, I want to create a queue for support. This queue should receive internal emails from other departments that they are requesting support. Can anybody tell us how to rout these emails to the CRM Queue? Regards, Khalid Tag: Activity sorting Tag: 18850
  - 6
    - How to visualize other users calendar. Hi, How to visualize other users calendar? Are a simple way=20 for this? We have a user who have the task of set appointments for=20 other users. For this she needs see the calendar of that=20 users. I know who is possible see all appointments like=20 activities but this is not what we want. Can somebody help me? Thank for pay attention and sorry my bad english. :) []'s Vin=EDcius Pitta Lima de Ara=FAjo Tag: Activity sorting Tag: 18849
  - 7
    - DMSNAPIN error Hi Everyone, I'm attempting to add a custom field to the Account object. when I attempt to upload the changes, I get the following: ***Error*** Failed to download XSL template files from Web Server In the event viewer I find the following: Event Type: Error Event Source: DMSNAPIN Event Category: None Event ID: 0 Date: 5/17/2004 Time: 10:57:26 AM User: N/A Computer: COOK Description: Web Excpetion status = ProtocolError HttpGet Error Proxy Authentication Required ( The ISA Server requires authorization to fulfill the request. Access to the Web Proxy service is denied. ) : The remote server returned an error: (407) Proxy Authentication Required. , StackTrace : at System.Net.HttpWebRequest.CheckFinalStatus() at System.Net.HttpWebRequest.EndGetResponse(IAsyncResult asyncResult) at System.Net.HttpWebRequest.GetResponse() at Microsoft.Crm.Tools.ImportExportXml.HttpUtil.GET(String strUrl, FileStream f) Any suggestions? Thanks in advance! Mike Tag: Activity sorting Tag: 18829
  - 8
    - outlook client question Hi! We have an aspx application integerated in crm server ui. Is it possible to integerate my application in the outllok client? How should i implement the offline/online function? Any idea? thanks Jani Tag: Activity sorting Tag: 18828
  - 9
    - CRM Integration 1.2 for Great Plains - Multiple GP company support The CRM Integration 1.2 for Great Plains seems to only support integration between one Great Plains company databse and an installation of CRM. Does anyone know if it is possible to integrate more than one Great Plains database to a CRM installation using the the standard CRM Integration 1.2 for Great Plains and Biztalk server. Tag: Activity sorting Tag: 18827
  - 10
    - How can I integrate a C++ application to CRM thrugh COM PROXY? Hello I need to integraqte a VC++ (VC6) windows application with CRM SDK API I understand that it is possible to use COM interfaces via Microsoft.Crm.Platform.ComProxy.dl Tried to #import Microsoft.Crm.Platform.ComProxy.tlb, and tli and tlh files where generated fine and I could code a tiny sample .exe. But at run time I always have a REGDB_E_CLASSNOTREG (0x80040154L) error Tried to register ComProxy.dll using regsvr32 unsuccessfully (guess that comproxy.dll does not export DllRegister). Also tryed to register as assembly using regasm.exe, having same results Same behaviour when runing sample test in both developper's and CRM server machine Any idea or suggestion Thanks a lo Tag: Activity sorting Tag: 18822
  - 11
    - CRM Router errors 5902 & 5892 Hello NG We have recently installed CRM 1.2 (Windows 2003 and Exchange 2003) and set up 5 e-mail queues. These queues work fine except that some messages don't make it into the CRM (they are in the mailbox itself). Since we first found out about the problem all e-mails where we receive these errors were sent from Lotus Notes. Has anyone experienced this situation and/or have any suggestions? Thanks in advance, Cedric Event Type: Warning Event Source: CrmExchangeQueueService Event Category: None Event ID: 5902 Date: 15.05.2004 Time: 14:43:39 User: N/A Computer: ISOSRV01 Description: A platform error message was encountered. Subject: '[Mailsubject]' Platform Error Code: 80040216 Platform Error Description: 'An unexpected error occurred.' Literal SOAP Fault: '<error><code>80040216</code><description>An unexpected error occurred.</description><details>No boundary definition encountered in multipart declaration</details><file>d:\crm\build\3297\src\platform\include\util\CRMMi meUtil.inl</file><line>826</line></error>' Event Type: Error Event Source: CrmExchangeQueueService Event Category: None Event ID: 5892 Date: 15.05.2004 Time: 14:43:39 User: N/A Computer: ISOSRV01 Description: The message '[Mailsubject]' failed to deliver to all servers Tag: Activity sorting Tag: 18821
  - 12
    - CRM and SO - what's language ? I will buy CRM in Italian, do you recommend win2003 Server in English or Italian ? thanks -- bye marco s. www.marcosanti.it Tag: Activity sorting Tag: 18820
  - 13
    - emails arriving at a Queue Hi there! We have configured a queue in CRM, which will gather all support emails. It seems to work fine, except that each email comes at least 20 times! As a result, as soon as we clear the queue, it get filled up with the same emails again! Any help? Are we missing something here? Thanks a lot, Elena Tag: Activity sorting Tag: 18818
  - 14
    - Creating a new excel template like SFO quote mailmerge template I want to create an excel template for calculation purposes on quote form. Print Quote for customer on SFO lets you create a word mailmerge template. Just like that I want to create a custom menu item which will let me bring up an excel template, on which I can do calculations and pass that calculation back to quote. Any pointers on how do do this ? Thanks in advance for the help. Tag: Activity sorting Tag: 18817
  - 15
    - Contact and Account Relationship I have Account1 with primary contact as Contact1. Account2 with primary contact as Contact1. When I do an an advanced find for accounts with primary contact as Contact1, it shows me Account1 Account2 1. Now, one contact is linked to multiple accounts. I am confused here, I thought contact can have only one account. Can someone clarify this ? What I want to do is, create a side tab Accounts on contact form which when clicked will show all the accounts linked to that contact. 2. How do you create a side tab ? 3. How do you create a new form linked to side tab and associate a query to it ? In my case the query is "Show all the accounts linked to the contact" Thanks in advance for the help. Tag: Activity sorting Tag: 18816
  - 16
    - Incoming Emails Hello, We installed the CRM1.2 on the same server with exchange. Everything is working fine except that the CRM users can not see incoming emails inside CRM although these emails are CRM emails. Can anybody tell what is the reason of that? Regards, Khalid Tag: Activity sorting Tag: 18815
  - 17
    - custom tabs hey al can anyone give me an example of how to add custom tabs to the main navigation panel (on the left) that depend on the user access levels...eg: Admins should have side tabs 1, 2, 3, managers 1 & 2...et thanks Tag: Activity sorting Tag: 18814
  - 18
    - URL for New Account Hi, I am writing a custom app for integration with CRM, and would like to use javascript to open a new window, and navigate to the same screen that a user would get if they were to click on New Account in the Sales module. I am sure that it will just be a URL. If anyone knows what it is, I would be very grateful. Cheers Chris Tag: Activity sorting Tag: 18813
  - 19
    - CRM install killed Remote desktop for SBS 2003 Does anyone have a clue why the Remote access dies when CRM is installed? It seems that the remote Exchange works just fine and the internet public web page does as well. Just Remote is no longer accessable...why? Tag: Activity sorting Tag: 18812
  - 20
    - Connectivity to other email softwares We have potential clients that would like to keep their existing email softwares e.g. Lotus Notes and Netscape. Is there a way to connect these email softwares to Outlook/Exchange Server and still see the Sales for Outlook using their existing email softwares? Thanks, Marivic Tag: Activity sorting Tag: 18811
  - 21
    - CRM Training Hi, We just installed CRM 1.2, and I was looking for the best online or CBT training for our users. I saw the MS option, but wondered if there were others that may be better. Also, any idea if MS offers any vouchers or discounts for CRM training for Action Pack, Empower program, or MSDN subscribers? Thanks, -Ed Tag: Activity sorting Tag: 18809
  - 22
    - Wacky Default Values I have a picklist in both my Contact and Account records with a default value set. If I create a new Contact or Account, this default value works properly. However, when I convert a Lead to either a Contact or Account, this value appears in the record when it is pulled up, but it is displaying a blank in all my views. Has anyone experienced this situation and/or have any suggestions? Tag: Activity sorting Tag: 18808
  - 23
    - Simple import of Product Is there a simple way to import products into the system? Let's say I have a long list in Excel with all my Products, would it be possible some how to import this data? First I thougt of just putting it directly into the database, but that doesn't work because there are several fields that I think CRM has to generate the data for (or...?). Anyways, it's properly not a good idea to play around with the database like this. So what would be the "right" way to do this, if there is any? I looked around in the manual for the Data Migration Tool, but it seems so ... big. Is this really the most simple way to do a data import. Thanks in advance, Rasmus Tag: Activity sorting Tag: 18804
  - 24
    - Saving when changing pages? Is there any way to automatically save when changing tabs after working on a contact or lead? It's cumbersome to have to always hit the save button... Thanks! Dave Tag: Activity sorting Tag: 18802
  - 25
    - Distinguishing between contacts How can I distingusih between contacts? IOW, I want to create some contacts that are employees, some are vendors and some or clients. Is there anyway to identify contacts by by these groupings? Tag: Activity sorting Tag: 18801

Hello,

We have a user who wishes for the historical activity list
associated with their contacts, etc. to sort by date,
rather than by subject. When selecting the view to sort
by "status" it appears to sort by date. I want to set
that as his default, or as the default for the entire
organization. Can anyone help me with how to do this?

Thank you in advance!

Nate

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