Adding Notes Field to a Phone Call Report

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- Previous
  - 1
    - Date Stamp on CRM Email Templates Client would like to be able to have the ability to add date and time to the email template. Is this template function (data) avaliable to select from in CRM 3 or 4. Using the server time for example. Tag: Adding Notes Field to a Phone Call Report Tag: 97950
  - 2
    - Default Activity view page to phone call type Anyone know how to default the Activity view page to the type phone call? Is there some jscript I can put in the OnLoad event? Thanks. Tag: Adding Notes Field to a Phone Call Report Tag: 97948
  - 3
    - Microsoft CRM Installation Problem Please Help After installing Microsoft CRM 4.0 I tried accessing default.aspx and I get the following error. Please help!!! Error Description: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist Error Details: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist Full Stack: [CrmConfigObjectNotFoundException: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist] at Microsoft.Crm.CrmKey.LoadExistingKey(Guid crmKeyId) at Microsoft.Crm.CrmKey..ctor(Guid crmKeyId, Boolean useCachedValues) at Microsoft.Crm.CrmKey.LoadKey(Guid keyId, Boolean useCachedValues) at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid scaleGroupId, Boolean useCachedValues, String& algorithm) at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid scaleGroupId, Boolean useCachedValues) at Microsoft.Crm.Application.Security.WRPCContext..ctor() at Microsoft.Crm.Application.Controls.AppPage.ValidateWrpcContext() at Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e) at System.Web.UI.Control.InitRecursive(Control namingContainer) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) [HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.] at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.default_aspx.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Other Message: Error Number: 0x80040217 Source File: Not available Line Number: Not available Date: 03-24-2008 Time: 17:18:41 Server: localhost Request URL: http://localhost/default.aspx Tag: Adding Notes Field to a Phone Call Report Tag: 97946
  - 4
    - Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction faile Hi, I have encountered this below issue. I have extracted this error message from crm40svrsetup.log 00:23:55| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction failed. An exception occurred during the Commit phase of the installation. This exception will be ignored and installation will continue. However, the application might not function correctly after installation is complete. Time out has expired and the operation has not been completed. This error is happened during the installation of CRM 4.0 in the x64 bit machine This is the error message extracted from CRMAsyncService.log: Affected parameters are: assemblypath = C:\Program Files\Microsoft Dynamics CRM\Server\bin\CrmAsyncService.exe account = NetworkService description = Handles the processing of queued Asynchronous Events sqlserver = VSSQLCLUSTER01\SQLA displayname = Microsoft CRM Asynchronous Processing Service logfile = C:\Documents and Settings\Administrator.CONTOSO\Application Data\Microsoft\MSCRM\Logs\CrmAsyncService.log logtoconsole = An exception occurred in the OnCommitted event handler of Microsoft.Crm.ExtendedServiceInstaller. System.ServiceProcess.TimeoutException: Time out has expired and the operation has not been completed. An exception occurred during the Commit phase of the installation. This exception will be ignored and installation will continue. However, the application might not function correctly after installation is complete. Please let me know if you need any necessary information to troubleshoot this error. Thanks, Hadi Teo. Tag: Adding Notes Field to a Phone Call Report Tag: 97941
  - 5
    - Task Synchronization with Outlook client I have just installed the outlook client and it is attempting to sync tasks. I have 80,000 completed tasks and don't want all of those synced with outlook. Is there a way to only sync scheduled tasks? Tag: Adding Notes Field to a Phone Call Report Tag: 97938
  - 6
    - CRM Install error caused by SRS/MOSS integration? Doing an install of CRM 4.0 in a development environment running SQL 05 and MOSS 07, each on its own virtual machine. The pre-installation checklist returns only one error, which is a 401: Unauthorized error when trying to access SRS. Trying to browse directly to the report server or report manager while on the application machine results in an access denied error again. On the SQL machine, where SRS is installed, browsing to the report server brings it up without issue. However, when I browse to the report manager site, I get the error: â??The operation is not supported on a report server that is configured to run in SharePoint integrated mode. (rsOperationNotSupportedSharePointMode)â?? Installed on the SQL machine is the SharePoint Integration for SRS piece which is what Iâ??m guessing is causing this problem. Has anyone run into this problem? I have found a lot of information about the error code but not about installing with the environment set this way. Do I need to install SRS to another machine as well and use that instead? Or would uninstalling the SharePoint piece, installing CRM, and then reinstalling MOSS fix this problem? Tag: Adding Notes Field to a Phone Call Report Tag: 97932
  - 7
    - Outlook Add in toolbar doesnt appear when i open the mail message Hi all... I have installed Outlook Add in on Office 2003 on a few computers. It works on all of them but there is one comuter which the installation works well and the Outlook Add in isntalls fine. However, when i try to open a message so i can assign it to a CASE, then i cannot see the "Track in CRM" and the "Regarding" button and there is no way to add the toolbar of the Microsoft CRM. Did anyone experiance this and knows how to solve it? Thanks a lot.....:-) Tag: Adding Notes Field to a Phone Call Report Tag: 97931
  - 8
    - CRM 4.0 Outlook Client I'm just installed CRM 4.0 and the Outlook Client on Outlook 2007. When I start Outlook I get the following error: "An error occurred loading Microsoft Dynamics CRM functionality. Try restarting Microsoft Outlook..." The event viewer shows the following errors: Event ID: 16930 Source: MSCRMAddin Event ID: 5908 Source: MSCRMAddin Anyone seen this? Tag: Adding Notes Field to a Phone Call Report Tag: 97930
  - 9
    - Phone Call Errors in CRM 4.0 Hi All, Got a couple of errors in a recent upgrade from CRM 3.0 to CRM 4.0. The upgrade went smoothly and all users are logging on fine. Problem one:- Users when accessing the phonecall entity and saving, the screen is coming up with CRM encountered an Error send report to microsoft (but still saving the record) - is this a db permissions issue? Problem two:- When creating a new appointment the resources and accounts fields are greyed out. Any help or pointers on this would be great. Thanks in Advance Tag: Adding Notes Field to a Phone Call Report Tag: 97929
  - 10
    - CRM 3.0 Workflow Manager app freezing Our CRM 3.0 server's Workflow Manager app started freezing up for no particular reason. No errors in the Event Log, the processor, memory, and hard drive are all nice and calm, and the only way to fix it is a complete reboot of the server. It's started happening more and more and the app is more or less no longer usable. Any thoughts on what to do other than a complete remove and rebuild of CRM on the machine? Thanks in advance for info. Brandon Vogel Network & Systems Manager Access International Software Corp. Tag: Adding Notes Field to a Phone Call Report Tag: 97928
  - 11
    - Data Import - Contacts - Parent Customer Reference Lookup I've finally got the DMM installed and accessing CRM Live instance. However, when I go to load contacts and reference Parent Customer to link to Accounts already loaded in the CRM I keep getting an error that the lookup reference cannot be found. I've tried various formats: "account, {GUID}" "account","{GUID}" "actual account name, {GUID} {GUID} account name Anyone know the correct format? Tag: Adding Notes Field to a Phone Call Report Tag: 97927
  - 12
    - Offline Synchronization Problem I get the following error when I try going offline. The excelption is taken from Event Viewer of the Client Machine. Event Type: Error Event Source: MSCRMOfflineSync Event Category: None Event ID: 6000 Date: 3/25/2008 Time: 5:03:33 PM User: N/A Computer: WINXP Description: An error occurred during Offline Synchronization. Try going offline again, or restart Microsoft Outlook. saInsert failed for entity 'ActivityMimeAttachment', batchRows=0 with exception System.FormatException: Index (zero based) must be greater than or equal to zero and less than the size of the argument list. at System.Text.StringBuilder.AppendFormat(IFormatProvider provider, String format, Object[] args) at System.String.Format(IFormatProvider provider, String format, Object[] args) at System.String.Format(String format, Object arg0) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.DownloadBCPFile(String bcpFileName, BinaryReader& readStream, Int64 fileSize) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.GetBCPFile(String entityName, Action action, Int32 batchSize) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.ExecuteInsert(String entityName, Int32 count) at Microsoft.Crm.Application.Outlook.OfflineSync.SyncData.DoBatchStep(ITransferDataProvider transferDataProvider, String entityName, SyncAction action, Int32 batchRows). I verified that according to KB938065 the error stack trace starts with calling the DoBatchStep(...) then ExecuteInsert(...) and then to DoInsert(...) , but in this case it calls the GetBCPFile(..) method. I closely observed that duting the Synchronization process the file in BCP folder was not growing in size as expected only for the EMail Attachments data group. The file in BCP folder was increasing for other entities (Email messages). I didn't quite understand what the issue would be. Can some one explain what could be the problem in this case ? Thanks and Regards, MaRK Tag: Adding Notes Field to a Phone Call Report Tag: 97926
  - 13
    - How to Analyze Microsoft CRM 3.0 Performance Testing Hi, I have done the performance testing for Microsoft CRM 3.0. I have used Visual Studio 2005 Team System development environment. 1. I created a web test with a scenario (login to CRM Server -> Go to contacts -> Create a new Contact -> Open the created contact -> create a case for the contact and Save). I recorded the webtest. Then I created the Loadtest with 50 Users for a stipulated time. When I run the Load test, I am getting the results (Requests/sec, Avg. Response time, Total Requests, failed requests, cached requests, % processor time, available MBytes etc). But from this, I am not able to analyze the performance of the application. Is there any way of analyzing the Results. 2. Our CRM Application is integrated with MOSS. There is a dashboard link which takes you to share point. I created a web test with another scenario (login to CRM Server -> Go to Dashboard -> Click on the Contacts -> create a new contact -> Upload two documents to MOSS). When i run the web test, it is giving the below error. a) Request failed: could not find file C:\Testing\.........\testing.txt b) also in http://localhost/UploadDocuments/UploadDocumentsToMOSS.aspx, it is giving "Requests not yet submitted" The tool is not able to load test MOSS Upload screens It would be great if you could give me a solution to my issues. Thanks in advance, Arvin Tag: Adding Notes Field to a Phone Call Report Tag: 97921
  - 14
    - Automatic dot in fullname My client uses the sorting order 'Firstname Initials Lastname'. The field Initials is not available on the Contactform so my client created a new field with the label 'Initials' (maybe because they come from version 1.2?). The result of this action is that every fullname is displayed with a dot e.g. John . Doe. My hunch is that the original Initlas field is automatically filled with a dot even no characters can be entered in the original 'Initials' field. My questions: is it true that a dot is autmatically filled in the original Initials field? How can I enable the original Initials field and how can I disable this function? Tag: Adding Notes Field to a Phone Call Report Tag: 97920
  - 15
    - CRM 4.0 and Outlook 2007 clients synchronizing forever. We have installed some Outlook 2007 CRM 4.0 clients and after installing the CRM client it seems that Outlook 2007 is synchronizing the folders forever. A total restart of Outlook 2007 on the client computer is the only way to get it up and running again. All servicepacks are installed on the client. Any solution to this problem ? Kay Tag: Adding Notes Field to a Phone Call Report Tag: 97919
  - 16
    - CRM 4.0 Workflow problems when changing long running workflows. I've created some long running timeout-workflows which waits for a specific amount of time after an update is done to my users entity, and then send's an email to notify the user. If I unpublish the workflow, makes changes, and publishes it again then the old instances of the workflow continues running the old workflow, and new one's are using the new workflow. That is ok, I guess. My problem is that sometimes the old version of the workflow crashes and sometimes it is running fine. I've found no reason why it crashes and the error message only tells me to contact Microsoft. A possible workaround is to cancel the running instances of a workflow before changing them and then manually start them again after publishing the new version. This is a lot of work, so I hope there is another way. Kay Tag: Adding Notes Field to a Phone Call Report Tag: 97918
  - 17
    - Automatic CRM Case Hi All, I would like to know how should i implement Automatic CRM Case Creationg when the Customer Send a request to a specific account (e.g Support@abc.com), then immediate a CRM case should be created with requested information. Kindly Advice me. Kind Regards, SAB Tag: Adding Notes Field to a Phone Call Report Tag: 97917
  - 18
    - BCM to CRM 4.0 data migration Hi there, Has anyone done BCM to CRM 4.0 conversion? Is there a tool exists to transfer data from BCM to CRM 4.0 like it has for CRM 3.0? Could you bring the Activity across to CRM 4.0? The problem with BCM to CRM 3.0 conversion was that it will bring the activity across but it would not link them back to correct accounts or contacts records in CRM. Please let me know if anyone here has done the conversion from BCM to CRM 4.0, the tool that you used and the challenges that you faced. thanks Kyaw Tag: Adding Notes Field to a Phone Call Report Tag: 97912
  - 19
    - Track email in CRM - dialog box defaults When in Outlook and you click "Track in CRM" and you go to set the "Regarding" field, the search scope defaults to Account. Is there any way to change this so that it defaults to Contact? I've been able to change this on other forms by using something like: var item = document.getElementById("customerid"); item.defaulttype = "2"; However, I'm not sure where I would add javascript to affect this dialog box that is popped from Outlook. Thanks Tag: Adding Notes Field to a Phone Call Report Tag: 97911
  - 20
    - lock account so account owner cannot edit I have a client using 4.0 and they have assigned all of the accounts to the sales person. The problem I am having is that only the sales asst and system admin can modify the account name, etc. They want the sales person to be able to do everything else from the open account such as create a new opportunity, etc. If I remove write from the role to the account entity, the create new opp box does not appear but they can access it from another view. Does anyone have any ideas of how I can accomplish this? I don't have any code that is helping me. Tag: Adding Notes Field to a Phone Call Report Tag: 97910
  - 21
    - CRM desktop client is there any type of visual indication from the CRM 3.0 desktop client that will notify a user that another user has logged on or has been logged on? -- life is only like a box of chocolates if you live it with your eyes wide shut Tag: Adding Notes Field to a Phone Call Report Tag: 97907
  - 22
    - CRM 4.0 Appointments and SMTP Hi We have a scenario where CRM users will use the webclient to book appointments with contacts within CRM. My question is: Can appointment requests be delivered via the outbound SMTP option? Thanks. Lee Tag: Adding Notes Field to a Phone Call Report Tag: 97905
  - 23
    - bizuser.srv not supported in CRM 4.0 ? We have an application that gets userauth like this // BizUser proxy object bizUser = new Microsoft.Crm.Platform.Proxy.BizUser(); bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; bizUser.Url = strDir + "BizUser.srf"; userAuth = bizUser.WhoAmI(); but it gives error 404 when connecting to CRM 4.0. I can see that all the .srf files are missing from the mscrmservices directory, what should we use instead to easy get the app running again. Tag: Adding Notes Field to a Phone Call Report Tag: 97904
  - 24
    - Dashboard: Tracking customer satisfaction levels Dear Community members, We've got CRM 4.0 running. We'd like to find ways of reporting the quality of customer service levels from our tech support ( i.e. email support). We've been infomed to create a "workflow" process to send out an email survey by email when a case is closed. What I'd like to achieve is a graph on my Dashboard showing the customer service levels by "Very Satisfied, Satisfied, Neutral.." Similar to what is shown on page 3 of the Customer Service - Ms Dynamic PDF brochure. Does anyone else have any ideas? Thanks Steven Tag: Adding Notes Field to a Phone Call Report Tag: 97893
  - 25
    - How Should I Send Weekly Email to Cleints? I have 100 Accounts that I would like to send a weekly email to. What's the best way to do this in CRM 3.0? I created marketing list and a quick campaign, but i needed to type the email in each time (no template ability) and then the emails drop into my Activities and I have to send them one at a time. Another way I see is to send a Template email to multiple Accounts but then I have to select the 100 accounts each time (no saved list ability) Am I missing something? How would you do it? I'm using the Web client only. Thanks, StewartA Tag: Adding Notes Field to a Phone Call Report Tag: 97888
- Next
  - 1
    - IFD install needed help Hi, After facing many errors and difficulties during the CRM 4.0 installation I successfully installed the product. Now I am trying to install CRM as IFD. I want to install IFD without any problems So I have some questions. What is the SDK root domain and web application root domain mean? Is the below config file format is alone enough for IFD installation. Is there anything else i need to look up.?? I went through the MSDN documentation. Can anyone guide tell me how and what configurations i should use to install IFD successfully. <CRMSetup> <Server> <ifdsettings enabled="true"> <internalnetworkaddress>192.168.96.1-255.255.254.0</internalnetworkaddress> <rootdomainscheme>http</rootdomainscheme> <sdkrootdomain>oursubaccountname.domain.com</sdkrootdomain> <webapplicationrootdomain>oursubaccountname.domain.com</webapplicationrootdomain> </ifdsettings> </Server> </CRMSetup> Thanks Karthik Tag: Adding Notes Field to a Phone Call Report Tag: 97886
  - 2
    - CRM 4.0 Installation When I start the 4.0 installation Visual C++ runtime is required. I installed but later aborted the installation. When I restarted the installation I continue to getting a message that Visual C++ needs to be installed. I rebooted the server and started over but I continue to get the Visual C++ is required message. Thoughts? Tag: Adding Notes Field to a Phone Call Report Tag: 97884
  - 3
    - CRM 4.0 Error with Set Work Hours !! Every time I try to set a new work hours schedule for a user or a resources, I receive an error with no helpful details !! Any idea how can solve this Tag: Adding Notes Field to a Phone Call Report Tag: 97879
  - 4
    - Cases email notification Does anybody know the best way to configure 3.0 Cases so that if the original owner/user wants to have an email sent out automatically to another owner/user when its in essence reassigned to them. This would be after the original Case was created and had an account as record on the case. We want it to send an email to the new owner/user using their email address in the User Contact record. Tag: Adding Notes Field to a Phone Call Report Tag: 97878
  - 5
    - CRM 4.0 -- New Activity Type? I know the issue of creating new activity types has been dealt with and swatted down regarding CRM <= 3.0, but anybody know if it's finally possible in 4.0? Microsoft, if you're listening, why isn't this happening? I've seen posts requesting the ability to create new Activity types since 1.0...? Thanks! -Gus Tag: Adding Notes Field to a Phone Call Report Tag: 97876
  - 6
    - Trying to get CRM Contacts to my Treo without being the Owner Somewhere in Outlook the logic must be to filter non-owned contacts and not bring those into the Contacts folder of Outlook. I have modified the data group for My Contacts to include all active contacts and not just contacts that I'm owner of. I now have all CRM contacts available off-line (because they are now in my local CRM database). However, if Iâ??m not the owner of the contact record, even though my data set brings all Contacts down to my local PC, it seems to be doing the following logic: â?¢ If the Contact record is owned by me then itâ??s going into BOTH the local CRM database and the Outlook Contacts folder â?¢ If the Contact record is NOT owned by me itâ??s only going to the local CRM database. â?¢ Therefore, Iâ??m getting the data local but since some contacts (the ones Iâ??m not owner of) are not going into Outlookâ??s Contacts folder they donâ??t sync to my Treo. Tag: Adding Notes Field to a Phone Call Report Tag: 97868
  - 7
    - New info & new download lotttt......... New info & new download lotttt......... "the edges of things are always deceptive. because we are taught to believe in endings and beginnings. but the truth is: There Are No Borders." So starts a beautiful poem on the nature of our interconnectedness. http://bajagu.guys.googlepages.com/www.newinfoproducts.c-o.in Tag: Adding Notes Field to a Phone Call Report Tag: 97862
  - 8
    - Remove Picklist values -- CRM 3.0 I am trying to remove two picklist options provided they are not already selected. However, the code below removes the picklist options completely. I found this code on a previous post. I think it was intended to remove one option on one picklist. I need to remove the same two options for each of the 5 picklists I have on the form. I am new to programming and JScript, so I am not sure what I am missing here. I did some research on the SDK as well as other JScript reference sites and tried various modifications, in an attempt to make this work, all without success. oField = crmForm.all.new_fieldname; oField.DataValue if(oField.DataValue != 3); oField.DeleteOption(3); if(oField.DataValue != 4); oField.DeleteOption(4); oField.GetSelectedOption; Any suggestions would be greatly appreciated. Tag: Adding Notes Field to a Phone Call Report Tag: 97859
  - 9
    - Associate/Link one Contact with multiple accounts Hello, I want to associate or link a contact with multiple accounts. For some reason I'm drawing a blank on the best way to do that. I want to use relationships, but we want to know the title and other attributes of each contact. I don't think we could do that. When I'm in an account and want to add 2 contacts from 2 different companies under contacts I click "add existing contact" I get this error: "Cannot create relationship because another exists that has a cascading action" Is it saying that I need to change the relationship in customization for this to happen? thank you Tag: Adding Notes Field to a Phone Call Report Tag: 97855
  - 10
    - items deleted from queue do not fully delete I am having a problem similar to the one in this thread: http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm&tid=f61deb56-5253-4268-a4f0-a955c824817b&cat=&lang=en&cr=US&sloc=en-us&m=1&p=1 To summarize, I follow these steps: 1. Create a case 2. Assign it to a queue 3. Delete the case The case no longer exists under the customer, but it still appears in the queue. Opening the case from the queue gives an error like this (detailed error reporting is on): incident With Id = f1a16a12-75f7-dc11-9706-5e96a876fbd8 Does Not Exist I did some investiation in SQL Server Profiler and Management Studio and I found the query that should be setting the QueueItem DeletionStateCode to 2, but for some reason the value remains 0 and no writes are shown in the Profiler for the update query. The result of this is that there is junk filling up all my queues that cannot be deleted. Does this seem like a database corruption issue or a CRM bug? Any ideas on what steps I should take to resolve this? Thanks, Mike Tag: Adding Notes Field to a Phone Call Report Tag: 97844
  - 11
    - Data Migration Manager apparently does not have correct Mappings for I have been trying unsuccessfully for quite some time to migrate BCM 2007 data to CRM 4.0 via the Data Migration Manager using the existing mapping for BCM 2007. However, once I am in there, I have to re-map all data, and even after that, I am unable to successfully import the data. Has anyone had the same issue, and if so, is there a different mapping I should be using? Thanks. Tag: Adding Notes Field to a Phone Call Report Tag: 97842
  - 12
    - CRM4 - No attribute Hi, I have got another "No Attribute" error here and could not understand what is happening to my system. I created 2 custom entities with name field only. Published. Created 2 records for each of the custom entities. Later added 1:N (Parent: Child) relationships between the 2 custom entities. Added Parent Name attribute on the child form. Published. Attempted to update existing child records form field "Parent Name" with existing parent record, got an error "No Attribute". I attempted using "Bulk Edit", from Parent record, add existing child record, editing individual child record 1 by 1, all failed. However, I can use exsiting Parent record to create new child records. I also tested creating a new Parent record and attempt to update the child record with the new Parent record, failed. Any idea? Tag: Adding Notes Field to a Phone Call Report Tag: 97836
  - 13
    - Outlook pop-up blocker when trying to open CRM record Hi, I'm using CRM 4.0, Windows Vista, and Office 2007. When using the Outlook Laptop client, I cannot open CRM records and get a message saying that I should add the CRM server to the allowed pop-ups. I tried disabling all IE addins and also most of the Outlook ones and it still doesn't work. Any thouthgs? Tag: Adding Notes Field to a Phone Call Report Tag: 97834
  - 14
    - Basics of Customer Relationship Management Have a look at the link on how to deal with customers and your clients: http://www.tech2mgr.com/managerial/customer%20relationship%20management.htm This is a lovely link with articles being updated nearly daily. Found it pretty interesting.... Enjoy Reading........ Thanks, Gungun. Tag: Adding Notes Field to a Phone Call Report Tag: 97831
  - 15
    - Reports are not working, error 401 Unauthorized We installed MSCRM 4.0 in one box. Reporting services are installed in another box. When we try to access reports with an MSCRM user using reporting services url (http://<reportservername>/reportserver) all the reports are working fine. But when we try to open the reports from MSCRM window, I am getting 401 unauthorized error. Find the below error details loged in event log Web service request SetParameters to Report Server http://<reportservername>/Reportserver failed. Error: The request failed with HTTP status 401: Unauthorized. Please post your suggestions to close this error. Tag: Adding Notes Field to a Phone Call Report Tag: 97830
  - 16
    - CRM4 keeps OL Process open when OL is closed Hi NG, right now we have a problem with the combination MS Win Vista, MS Office Enterprise 2007, CRM 4.0. When MS Outlook 2007 is closed the process outlook.exe won't close since MS CRM 4.0 is installed. This occurs only on MS Win Vista (Business) installation. On MS Win XP it is ok. The Problem is then, that when the OS is turned off the process is killed. At next start of MS Outlook 2007 the file check starts (on an 3 GB file it takes time). I tested the combination no SP1/Hotfix up to Vista SP1, Office SP1 and CRM4.0 Hotfix KB948045. No Messenger or Skype when I tested it. Any suggestions? -- Best regards Christian Strasil-Ertlbauer Tag: Adding Notes Field to a Phone Call Report Tag: 97828
  - 17
    - service calendar in MS Dynamics 4.0 Does anyone knows how we can achieve the following requirement with MSCRM 4.0 In the service calendar in MS Dynamics 4.0 you are able to create new appointments and service activities. Appointments and Service Activities which are created will be present in the Service Calendar. To see all details of such a record[Subject(default Value)] you must open it. But by moving your mouse on the concerning appointment or service activity, a text-box-view appears with primary information. With appointments the content of the following fields is displayed: 'show time as', 'subject', 'start time' and 'end time' With service activities the content of the following fields is displayed: 'show time as', 'subject', 'start time' and 'end time' 1. What I would like to know is if there is a way to change/add the fields of which the content is displayed in the mouse-on view? 2. Can I add more fields with the record showing in the Appointments and Service Activities. Tag: Adding Notes Field to a Phone Call Report Tag: 97824
  - 18
    - customize the Services entity? Q1. Is it possible to customize the Services entity? For example, to remove the Scheduling section i.e. Default Duration, Start Activities Every, and Beginning At. Q2. Is it possible to customize the Services' Required Resources tab i.e. i don't want to restrict user to add resources under Selection Rules. When we a create a schedule it shouls not ask for service? Service and site should be optional. Service Calendar should automaticallt pick the resources & equipment without service and site? Q3. How we set the Selection Rule Quantity and Selection for all service activity? Tag: Adding Notes Field to a Phone Call Report Tag: 97814
  - 19
    - Multiple Default Public Views after upgrade to 4.0 Hello, We just finished our upgrade from 3.0 to 4.0. Everything appears to have upgraded OK, but I noticed right away that the Accounts and Contacts were defaulting to the wrong views: My Active Accounts vs Active Accounts and My Active Contacts vs Active Contacts. I went to the Forms and Views settings and there are two views marked 'Default Public View' for both the Account and Contact entities. When I try to change the Default Public View to anything different, Default Public View will move to whatever view I want, but it also sticks on My Active Accounts too. It seems no matter what I do, there are 2 default public views, and the system is using the one we don't want. Has anyone had this experience and/or can you pass along any ideas for correcting it? Thanks! -- Laura Barber Tag: Adding Notes Field to a Phone Call Report Tag: 97813
  - 20
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We are wanting to put together a report that lists phone calls by completed.
When the report runs, we would like to have any Notes that are attached to
the phone call show up in the report.

Anyone know how to accomplish this? Thanks!!

Cammie

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Re: Adding Notes Field to a Phone Call Report by Amy

Amy
Tue Mar 25 14:48:43 CDT 2008

On Mar 25, 3:24=A0pm, Camilla Turner
<CamillaTur...@discussions.microsoft.com> wrote:
> We are wanting to put together a report that lists phone calls by complete=
d. =A0
> When the report runs, we would like to have any Notes that are attached to=

> the phone call show up in the report. =A0
>
> Anyone know how to accomplish this? =A0Thanks!!
>
> Cammie

We used the following code when including opportunity notes. The key
is that you need the annontation table.

FROM FilteredOpportunity LEFT OUTER JOIN
Annotation ON FilteredOpportunity.opportunityid
=3D Annotation.ObjectId

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