Adding Right-Click Functionality

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- Previous
  - 1
    - check box control Hi, It should be very interresting to add the check box control in custom type field. Many of our customer ask for this control. Thanks, ---------------- 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=dea48ff8-50fc-4122-963d-aaf700e04748&dg=microsoft.public.crm Tag: Adding Right-Click Functionality Tag: 38605
  - 2
    - Survey Integration Many business do surveys as part of their discovery process and it would be a useful module to incorporate into the out of the box CRM. Does anyone know of any module that is currently on the market that would address this important need? Tag: Adding Right-Click Functionality Tag: 38595
  - 3
    - CRM Integration with Navision Does Microsoft CRM integrate with Navision and if not, does anyone know if it is on the drawing board in 2.0?? Tag: Adding Right-Click Functionality Tag: 38594
  - 4
    - Crystal Reports and Memo fields Is it possible to use Memo fields to filter Crystal Reports? Scenario: We are using the description field on the account level to store marketing campaigns that the account has been sent. I now want to be able to filter the opportunity reports to display information on each marketing campaign, so I want a filter which says something like 'Description contains "MKT-01"' where MKT-01 is the name of the marketing campaign. Each account can potentially be involved in multiple (100's) of different campaigns, which are listed in the description field. Any ideas would be appreciated. Cheers Andy Tag: Adding Right-Click Functionality Tag: 38593
  - 5
    - Users Missing from Active Directory Hi Everyone, I have a demo version of CRM 1.2 installed on a cleanly installed Windows 2003 SP1 server (nothing else installed). The install went ok (no errors, nothing untoward in the event log) but when I try and add some users using the User Manager Wizard in the CRM deployment manager something strange happens.... Not all of my users appear in the list that the Wizard gives me, meaning that I can't assign a CRM licence to particular users. I've tried this a couple of times and it seems to be the same users that are missing. This doesn't seem to be group membership or rights specific - some of the users that are missing are domain admins. Our Active Directory is Windows 2003, running in 2003 mode. I've searched KB, and found an issue where similar things can happen with more than 1000 users - we've go nowhere near 1000 users (haven't even got 100) - I made the registry change anyway but it didn't make any difference. Does anyone have any idea what this could be ? Thanks in Advance, Peter. Tag: Adding Right-Click Functionality Tag: 38592
  - 6
    - Missing file jcrphsf9.dll We get an error during MSCRM to MSGP integration that the file "jcrphsf9.dll" is missing. Has anyone got a clue what this file is? Google seems to have never heard of it. Tag: Adding Right-Click Functionality Tag: 38591
  - 7
    - Customizing Activities Is there any way to customize the activity views as found on the "Activities" (or Activity Manager) page? -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com Tag: Adding Right-Click Functionality Tag: 38586
  - 8
    - Print Quote for Customer Hi Could any one of you kind people please help answer me if possible, if there is any way (besides Crystal) in 1.2 to control the output of the type of data Print Quote for Customer. For instance is it possible to get more data driven for the customer as linked to the quote. I don't think so, as I believe the application logic for this is tied quite clearly down to the fields it will expose about the entity in MSCRM in this particular function (in the same way as, for instance, you can only export/import c1/c2 fields in GoldMine's default export import tool). Having looked at the group already, I deem the answer to be "no" but having been asked quite clearly by someone what the answer is and asking that I might post this group, it might help to see a definitive answer from someone with more experience in this, or whether there was a "workaround" involving an add-on, perhaps. Thanks and Regards, Tony Tag: Adding Right-Click Functionality Tag: 38585
  - 9
    - Order or Quotes can't be opened When we tried to open some of the entered quotes or orders, they can not be opened. We found out that this happens if too many (appx. 10 or more) product lines are to the quote. Is there any suggestions about this issue, anyone having similar problems? muratozt@hotmail.com Tag: Adding Right-Click Functionality Tag: 38581
  - 10
    - New Leads Hi, Does anyone kwow how to edit the list wich is available for branch in the details tab when I create a new lead? Mario Tag: Adding Right-Click Functionality Tag: 38580
  - 11
    - Loosing connect with CRM I hav just installed CRM in our company. Works fine accept for one major problem. If the user leave CRM open for a couple of minutes without working on it and then try and access any part of the program a "page cannot display" message appear. Closing CRM and re-opening doesn't help. The user need to Log out of the domain and back in before CRM will let it in again. I have check network and hardware for any possible problems. Everything seems to be working 100%. Any help or ideas where to start looking will be appreciated. Thanks. Tag: Adding Right-Click Functionality Tag: 38576
  - 12
    - Data Migration Framework Question We have an existing CRM environment with Accounts, etc in the system which were not imported using CDF. We are looking for a way to add Opportunities to many existing Accounts at once for new product launches etc. Will the CDF tool support importing in this manner or is it only for initial load of all entities? If it does what steps are required? If not what other tools are recommended? Tag: Adding Right-Click Functionality Tag: 38574
  - 13
    - Advanced Find Gripe 3 When searching in Advanced Find for Accounts, we select the field "Hospital Name" which is our primary account and then the Condition "contains" and then the value "North Hospital". We clicked go we had only one record pull up even though there are hundreds of hospitals with North & Hospital in the hospital names. So we tried putting "North * Hospital" in to the value and we got a lot more. Are there additional wildcards or boolean operators and if so where do we find the information? Tag: Adding Right-Click Functionality Tag: 38566
  - 14
    - Skipping Sales Stage Hello all, I am hoping to make a workflow for an opportunity that will wait for a drop down in a custom field on the opportunity record to be "yes" and then skip 1 sales stage (or change that sales stage to prospect which is the second one. thanks pat Tag: Adding Right-Click Functionality Tag: 38565
  - 15
    - Looking for CRM Consultant I know this might be spam but honestly I'm looking around the internet and not sure where to find good CRM people so thought I would post here. Currently my company has an opening for a good CRM consultant. We are headquartered in Denver, but have offices all over the west coast. This position would be primarily for the Seattle office and may involve travel. If you are interested or know of someone looking please send there resume to mattw112 at hotmail.com. Below are the job qualifications we are looking for: Qualifications a.. 3+ years of verifiable experience in consulting b.. Experience implementing CRM systems c.. Strong communication and leadership skills d.. Ability to mentor and coach junior staff e.. A team player f.. Willingness and ability to travel g.. Knowledge of Microsoft Servers and the .Net development toolset is preferred Required Experience The Senior Systems Analyst will possess a good understanding of marketing, sales, service and support business processes. Hands-on CRM design and implementation experience is also critical. Custom development experience is a plus. This person must bring a structured approach to the design and implementation process. Thanks, Terry Tag: Adding Right-Click Functionality Tag: 38563
  - 16
    - Advanced Find Gripe # 2 When we search for anything in Advanced Find for Accounts, we would like for the information to stay in the field when we toggle over to search for the same thing in Opportunities. It doesn't make sense why the information disappears. It would be more efficient for it to stay in the field so we can search within all the different options (Account, Contacts, Leads, Opps, etc.) Tag: Adding Right-Click Functionality Tag: 38560
  - 17
    - Advanced Find Gripe When users type in a query, they would like to just hit the Enter key to initiate the search without having to click the Go button. Is there any way to give the Go button default focus on the form so that when the Enter key is hit, the search will begin. Tag: Adding Right-Click Functionality Tag: 38559
  - 18
    - Global Search Can't you search the CRM database globally? There are Accounts, Opportunities, Leads, etc. but there is no ALL??? Tag: Adding Right-Click Functionality Tag: 38558
  - 19
    - Widen Primary Column in Advanced Find Within the Advanced Find view in an Account, we use Hospital Name as our primary column. The problem is that most hospital names are longer than usual. When we go in to customize the Advanced Find view to widen that column, the pixel settings are absent and it says, "This is the primary column. Its width is set automatically." How do we change this automatic setting so that we can see more of the Hospital Name? Tag: Adding Right-Click Functionality Tag: 38557
  - 20
    - Internet Explorer shuts down when log in CRM When I log into CRM using Internet Explorer it shuts down on two of my machines, but the user account works fine on other machines. If I disable the license and try to log into these two machines I crm I get the License is missing error message. So something is happening after it checks for the license but before it finishes to load CRM. Is there a setup issues on these two machines, I have the default requirements for the web cliente? Mike Tag: Adding Right-Click Functionality Tag: 38553
  - 21
    - SFO Contact sync w/ Outlook Contact Categories In MS Outlook, and single Contact may be associated with several Categories (the "Categories" button along the bottom right of a standard Outlook contact form). If a Contact has several Categories listed, how do these category values map into CRM when they are imported? Because of the present architecture of CRM, it would seem that there is a series of boolean fields (yes or no) since a CRM pick list can hold only one value. If we decide to continue to use our client's categories for Contacts, can I control the mapping from Outlook to CRM so that all the Outlook categories are referenced in the CRM Contact form? -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: Adding Right-Click Functionality Tag: 38552
  - 22
    - PricingDecimalPrecision Issue Hi The field PricingDecimalPrecision from OrganizationBase table is not exposed on the UI as opposed to other fields like Number Format etc Moreover, it has a blank value in the database. Is this a Bug? I would like to know if there is any Service pack available for CRMv1.2. One more question, <While roaming in the unsupported territory :)> I noticed that you guys are using SPAN id to call a method from the htc, however, in some pages, SPANS donot have an id. Is this because you did not need to call any method and hence did not put the id? Again, Is this a Bug? Thanks, Ruf Tag: Adding Right-Click Functionality Tag: 38550
  - 23
    - Multi-Currency Support in v2.0 Hi Matt or any of the MSFT guys, Are you guys going to introduce Multi-Currency in CRM2.0? Also, I wanted to know if you will be improving the pricing module. Appreciate your help. Thanks, Ruf Tag: Adding Right-Click Functionality Tag: 38549
  - 24
    - Failing to add string to account entity using deployment manager Hi all, Using deployment manager and adding a new field of type string length 16 to the account entity the operation fails and the following errors appear in the event log:: --begin log dmLog: Failed to add new String attribute (CFSDisabilityRegulationsReviewDate) to Account entity. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. dmLog: sp_repladdcolumn failed. - Failed to add column 'CFSDisabilityRegulationsReviewDate' to table 'AccountBase'. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. --end log I am aware of the limit of 8000 characters per CRM table, however I do not believe that the account table is anywhere near this limit. I have executed the following query on the metabase table in order to prove this. From metabase SELECT SUM(Length) as TotalLength from Attribute WHERE EntityId = N'{A3603242-40FD-478D-9F30-1329DD519CAF}' and IsLogical = 0 The value 5768 is returned indicating that the 8000 limit has not been reached. I have also tried adding a DWORD called OLEDBTimeout with a hex value of 240 under the CRM entry in the registry. This has made no difference. I have tried re-booting IIS and the server itself. Many fields have already been successfully added to the Account entity by the same user in the past. Does anyone have any ideas as to what might be causing this? Tag: Adding Right-Click Functionality Tag: 38535
  - 25
    - Ability to use customized fields within the merge/word templates Posted on behalf of a Partner. They wish to be able to use their own customised fields within the mail merge template especially as the current set of default felds are not applicable for their requirements with regards to name and address standards. (complained current set of fields are too amercianised Thanks ---------------- 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=8d8febb5-5f62-47b5-9003-d061feb8cb19&dg=microsoft.public.crm Tag: Adding Right-Click Functionality Tag: 38534
- Next
  - 1
    - daily user access denied Hi There, I have done a couple of deployment for partners and 1 for a customer with integration. On one of the partner deployments I have the following daily error. If no person with the administrator rights are logged into the system ALL other users gets thrown off the application. While in this state all users can work perfectly to file sharing on the server, print, exchange are working fine for them. CRM will only strart to work again when the user with CRM admin rights logs into the environment.?? Any suggestions? Regards Warren Tag: Adding Right-Click Functionality Tag: 38530
  - 2
    - how to send mail to a specific id When chosing to send mails to an account, I just get to choose the account. But there are cases where I maintain more than one mail ids (email1, email2 and email3 fields). Is it possible for me to choose which mail id of the account I want to send the mail to? Thanks Tag: Adding Right-Click Functionality Tag: 38529
  - 3
    - 2 Formatting Questions - Currency and Dates Date Fields: Can we, in the CRM forms, format dates to read into the â??15 Aug 2005â?? format? This is possible in reports, but by default, the forms use only numbers for dates, but in any format. Currency: Any ideas of how to track multiple currencies in the same application - specifically USD and Canadian? I know a Microsoft CRM installation currently supports one language. But aside from using a picklist to specify "USD", "CAN", "MEX", or other I'm concerned about how their forecasting. -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: Adding Right-Click Functionality Tag: 38528
  - 4
    - Keeping user specified Opportunities Confidential We have a client who by default wants an open security where all opportunities can be Read (not edited) by others. However, there are instances where an opportunity must be denoted as "Confidential" where no one except specified people may have access to this record(s). Any ideas on how I can accomplish this? The use of Teams is out because this by default All users can Read All Opportunities. -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: Adding Right-Click Functionality Tag: 38525
  - 5
    - Setup failed - Crm 1.2 italian Hi, we are trying to install Crm 1.2 italian on Small Business 2003 italian. Before installing Crm we have the following prerequisites: â?¢ Internet Information Services (IIS) installed and the services started. â?¢ Windows Indexing Service started on the installation computer. â?¢ Microsoft Message Queuing Service installed as a Message Queuing Server and started. â?¢ Active DirectoryÂ® in native mode. â?¢ Microsoft XML Core Services (MSXML) 4.0 installed. â?¢ The SQL Server service and SQL Server Agent started on the SQL Server computer (Sql2000+Sp3a). We have also default web site and Windows Share Point running. At the end of installation we have this message: "Setup was unable to install Microsoft Crm Server. Setup was unable to configure the web services that are using Microsoft asp.net" Anyone can help us? Tag: Adding Right-Click Functionality Tag: 38523
  - 6
    - Integration application with SFO when offline and disconnect from network Dear Expert, Anybody known How to configure Microsoft CRM integration application for using with SFO when offline and disconnect from network?? Thank you, phong Tag: Adding Right-Click Functionality Tag: 38521
  - 7
    - CRM App Pool Network Service What do I have to mention to setup crm app-pool as network-service? TIA Stefan Tag: Adding Right-Click Functionality Tag: 38520
  - 8
    - Cannot promote email to CRM record and select regarding case In SFO we cannot promote an incoming email to a CRM record and select regarding Case. We can select regarding everything else, and when sending we can select regarding Case, but when promoting Case is simply not on the Drop Down menu. We have 1.2 with all the latest updates. Can someone please help? Tag: Adding Right-Click Functionality Tag: 38512
  - 9
    - urgent help needed We are doing migration of data to our newcrm system. We made a mistake in mapping the data because of which the subject of the activities was not transferred properly. Now the issue is we have 500000 activities (all with closed state)) with the wrong subject name. We know what the subject should be but do not have enough time to delete all these all these activities and transfer data again. Since we do not use offline capabilities, is it safe to directly update the activity subject in the CRM database? Tag: Adding Right-Click Functionality Tag: 38511
  - 10
    - Deploying CRM customization Hello I have made some customization on my development environment and have to deploy it on the production environment. I have taken a backup of the crm website and the backups of the Metabase and the MSCRM databases After restoring the site and the databases. I get a User access error when i access the CRM using the web client. I checked the user access on the databases and the Website and they are fine. Would i have to use the Deployment manager to Export/Import customisation to do this? Any help is useful Regards -Riz Tag: Adding Right-Click Functionality Tag: 38509
  - 11
    - CRM - Action Pack - Cannot install I received CRM 1.2 as part of my Action Pack Subscription. I'm trying to install it on a server I just setup and it won't take either of the product keys on the back of my CD sleeve. Tag: Adding Right-Click Functionality Tag: 38508
  - 12
    - Remote CRM question? Trying to find all the information on CRM can be rather a minefield. So would appreciate some answers from those with more knowledge (ie YOU) Assuming a customer uses SBS2K3 Pro. and has a number of staff using Outlook over the Internet. Can CRM also be connected to via the Internet, and still function as normal? I am assuming it can, as long as the CRM site was properly configured etc? A pointer to a suitable doc would be nice. Reason is that the remote staff hardly ever come back to head office, so a sync locally is out. Regards Paul. Tag: Adding Right-Click Functionality Tag: 38497
  - 13
    - 3 DVDs [20 CDs] THE BEST TRADING SOFTWARE COLLECTION 2005. O ONLY AT M 1. ONLY AT ME you can pay the order after reception of disks 2. The LOWEST prices! ONLY $300 including delivery for all collectio or, a choice 3. The BEST guarantees 4. EXCHANGE 5. FTP access 6. Huge choice 3 DVD, more than 20 CDs, catalogues here http://user.rol.ru/~anboan/lists.zip 1.3 Mb. anboan@narod.r anboan@rol.r ICQ: 7096643 Tag: Adding Right-Click Functionality Tag: 38496
  - 14
    - How to Create a CRM Test Environment on SBS 2003? John, some while back (3/28/05), you replied to a post about how to setup a test environment, and you indicated that it could be accomplished using SBS 2003. I would also like to learn how to create a "test environment" whether it be Adventure Works Cyle, or a test copy of my current Production CRM... Could you please provide a little more explanation regarding how this can be done, using just the one SBS 2003 box? Basically, I'm looking for a high-level / conceptual step-by-step to making this happen. Thanks much, Boolean1 Boolean1@comcast.net ======================= you can use virtualpc or even install a simple two server setup where one server functions as a domain controller in a new forest (is disconnected from your companies domain entirely) then add a second server to that new domain. Users connecting to it from your production domain will get a login prompt for their domain\username but that is not mich of an issue. You can even use SBS 2003 to give the same result using one server. -- John O'Donnell Microsoft CRM MVP http://www.mscrmfaq.us "AW" <AW@discussions.microsoft.com> wrote in message news:C4F2EAC1-BE8D-4FCE-A157-6BD258E398C9@microsoft.com... > I want to set up a test environment for CRM. I understand how to import and > export customizations. What I don't understand is how I will have another > CRM instance under the same domain? Should I use the Adventure Works or just > use my CRM license on a different server? Even with the Adventure Works, > doesn't it have to connect to my domain and my AD and won't that mess things > up? Tag: Adding Right-Click Functionality Tag: 38494
  - 15
    - Microsoft CRM Security Service not starting Hi all, I have fresh installation of MS CRM (Win2003 Server Std, MSSQL2000 all latest patch - well 3a for SQL) and have set the Microsoft CRM Security Service to start automatically. However after a reboot the service fails to start. It starts without problems when i do it manually. Anybody cama acrosss a similar issue ? Here is the error in the event log ---------------------------------------------------------- MSCRM Platform Error Report: ---------------------------------------------------------- Error: <description>The MSCRM Security Service has not been started.</description><file>d:\crm\build\3297\src\platform\security\crmsecurity\secmain.cpp</file><line>297</line> Error Message: The MSCRM Security Service has not been started. Error Details: Details on this error have not been provided by the platform. Source File: d:\crm\build\3297\src\platform\security\crmsecurity\secmain.cpp Line Number: 297 Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. and ---------------------------------------------------------- Warning: Could not initialize performance counters. Performance Monitor will not be able to monitor the security service. -2147024894 (0x80070002) Description: The system cannot find the file specified. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. ---------------------------------------------------------- Thanks in advance Leo Gaggl, Adelaide South Australia Tag: Adding Right-Click Functionality Tag: 38493
  - 16
    - Activity Reports I need a Crystal report on activities from Leads and Contacts in the same report. How do I link the table relationships together? When I try to link both the Lead ID and Contact ID to the Activity Object ID I receive a message about server side grouping issues. Tag: Adding Right-Click Functionality Tag: 38487
  - 17
    - CRM Updates Hello, I see that there is a new update to CRM that is suppose to address a number of issues and fixes in the program. I want to make sure that I have the most latest fix number. Can someone tell me what the latest upgrade number is for CRM 1.2? My current version number is (v1.2.3297.0). I know that it needs to be deployed on both the client and server. Can someone give me a run down of how to apply the latest update. I want to be sure that I get this right, as CRM has been pretty temper mental in the past, and let's put it this way our organization has caused a lot of problems. I just want to make sure that I am concise on how to apply the update for that reason. Thank you in advance for your response. Mike Tag: Adding Right-Click Functionality Tag: 38484
  - 18
    - Scheduling visibility by integrating with Outlook While 1.2 has some "ties" to Outlook, the relationship leaves a lot to be desired. With our need for accurate time tracking/reporting comes the need to have visibility into different schedules. Right now, we have to use both applications in order to determine which technician to schedule for an issue. Changes to schedules should be visible from either application, Outlook or CRM. For example, a call comes in to my help desk. Tech A assists on the phone, entering his notes as he talks. It develops that he needs to send a technician out to fix the issue. Tech A should be able to click on a tab or button that opens a "schedule view" containing all Service Techs' schedules. This would be displayed daily or weekly with Techs listed from left to right. (In a daily view, you would see Tech 1's Monday schedule in column 1, Tech 2's Monday schedule in column 2, etc.) Tech A sees that Tech 2 is available today at 3 PM for a truck roll. He schedules this appointment in the "schedule view" tab/window, and this appointment shows up in Tech 2's Outlook calendar and in his CRM instance as well as sending a meeting request for the appointment a`la Outlook's current capability. ---------------- 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=991cc299-6820-4e25-9764-d23afd188742&dg=microsoft.public.crm Tag: Adding Right-Click Functionality Tag: 38481
  - 19
    - Migrating CRM Installation We are upgrading CRM from SBS. As a result, we have 2 new servers 1 which will be the new CRM database and the other will be the new CRM server (the old SBS server will be used for something else). As far as porting the database is the following post still valid (i.e. required steps for doing so - I hope not...): http://groups-beta.google.com/group/microsoft.public.crm/msg/73b69b842b0e6bc3 As far as porting the crm server, how do I ensure that the new install will be compatible with the ported database? That is, the 'revision' of the new server is different from the revision in the BuildVersion table which results in the Security Service not starting. Help will be very much appreciated. Tag: Adding Right-Click Functionality Tag: 38479
  - 20
    - DC Crash -> new ADS - Howto restore CRM with the DB-Backup??? Short introduction: The DC was reinstalled, so the ADS is also new. New ADS = New Users, new Groups and so on... so all Users etc. have new SIDs also. After the DC was reinstalled, we reinstalled the CRM. We have a Backup from the Databases before the DC-Crash. But because the Backup is from the old DC, with the old ADS and old User and Group SIDs, the CRM will not accept the Tables from our Backup. So, is there a way to use our new System (new DC, new CRM) with the Database-Backup? TIA Markus Taxacher Tag: Adding Right-Click Functionality Tag: 38476
  - 21
    - Visibily of objects in ListViews Hi group! (there is a french version at the bottom...) I have a question regarding visibility of objects in Listviews (especially when customizing Views). What I want to know is the following: is there any way for a particular user to see every Cases for a giving Account in the ListView, for example, even if this user does not have any privilege over some of them? I want all my users to see all the Cases for any Contact or Accounts, but I don't want them to be able to open and/or edit Incidents for which they don't have privilege. Is it possible to do this without having to go into the SDK, just with the View customization? Thanks in advance! Mathieu Cloutier, Québec city, Canada. Bonjour! J'ai une question à propos de la visibilité des objets dans la ListView (surtout quand on personnalise les Vues). Je veux précisément savoir : y a-t-il un moyen, pour un usager particulier, de voir tous les Incidents d'un Compte donné dans la ListView, même si cet usager n'a pas de privilège sur certains de ces incidents? On peut faire ça sans rentrer dans le SDK, simplement avec la personnalisation des Vues? Merci à l'avance! Mathieu Cloutier, Québec, Canada. Tag: Adding Right-Click Functionality Tag: 38474
  - 22
    - Web Activities Sync to outlook calendar? Hi, Other than using SFO, is there a 3rd party addon to sync activities created by the web client to the calendar of the owner or the attendee? Thanks Mike Tag: Adding Right-Click Functionality Tag: 38471
  - 23
    - Cases containing activitys Hi all, My situation, All cases are containers for activitys (Or so i think) These activitys, how do i place a date and time stamp in these activitys? Thanks in advance Jefferson Tag: Adding Right-Click Functionality Tag: 38463
  - 24
    - CRM not receiving all the E-Mails Hi all, I have SBS 2003, Exchange 2000. I have reloaded the CRM, which by the way is not best idea when your new to the product, but after doing surgery in the registry and getting the build numbers correct - all worked again. Now i have the problem that not all e-mails are routing thru to the CRM even with the setting "on all incoming mail selected". I was hoping that someone will have a bit of knowledge to share in this regard. Rgds Jefferson Tag: Adding Right-Click Functionality Tag: 38462
  - 25
    - ITK ... how can I get it? How can I get the Implementation ToolKit? Course 8018 refers to the ITK as methodology and templates in CRM deployment phases. Thanks in advance. Tag: Adding Right-Click Functionality Tag: 38459

Is there a way I can add more options to the right click menus in CRM
when I right click on an Object? If the whole thing uses ASP, shouldn't
it be possible?

HELP!

Thanks!

Top

Re: Adding Right-Click Functionality by Matt

Matt
Wed May 25 01:57:59 CDT 2005

The context menus are generated in the code-behind pages, so it isn't that esy
to modify them.

You could do this thoguh with some javascript that modifes the resulting div on
the fly when the age displays. This would not be a supported change though.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 24 May 2005 08:19:47 -0700, "IT Guy" <admin@majesticresearch.com> wrote:

Is there a way I can add more options to the right click menus in CRM
when I right click on an Object? If the whole thing uses ASP, shouldn't
it be possible?

HELP!

Thanks!

Top

Re: Adding Right-Click Functionality by IT

IT
Wed May 25 13:44:35 CDT 2005

1) Would this type of stuff be done via DHTML?

2) Is this functionality going to be added to version 2.0? It is really
annoying how many other CRM products have all these right-clicking
abilities which makes it easy to do things, and although we like MS
CRM, we can't!

3) Where would you put the javascript?

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