Allow change to Activity Views in MS CRM

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- Previous
  - 1
    - . Thanks for any ideas and advice in advance! Regards, Nathan Tag: Allow change to Activity Views in MS CRM Tag: 35199
  - 2
    - Web client We have a client with a mix of Windows 2000 and Windows XP machines. All 15 computers have no problem opening and using the web client, APART from 2 machines, one XP and one 2000. The entire network is on one domain and runs through one switch. The problem pc's can use all network resources and log on correctly and browse the web. The firewall/pop-up securities are identical on all pc's as they recieve these settings off the server via a group policy. When you type the host header 'crm' in the bottom left of the window you see it referancing http://crm and then it goes out to a search page as it cannot find it I presume. I dont understand how the others can see it but these two cant? It comes up with a 'page cannot be displayed' if you type in http://crm straight into the browser. Tag: Allow change to Activity Views in MS CRM Tag: 35198
  - 3
    - No records!! No errors!! after Sync. We installed the sales for outlook client on a laptop and then replicated with the central database without any issues. The new user is a part of the business unit that owns all the records in the central database. After the replication there are no records being transferred to this laptop. We tried replicating a few times with no errors provided but no records being transferred. Any ideas appreciated. Thanks, Nathan Tag: Allow change to Activity Views in MS CRM Tag: 35195
  - 4
    - adding a schema into CRM Hi, I am trying to add additional user-defined schema into CRM. After about 10 schema added, I recieved the error "An error occured during addition of new fields.The addition failed. For more information, see the event log. " But the event log said there is not information about this error at this time. What is wrong? I am adding string of 50 length into contact. Is there any limits on the schema fileds added ? Thank you in advance, Sunny Tag: Allow change to Activity Views in MS CRM Tag: 35183
  - 5
    - CRM Professional Edition 1.2 I received this product with my MAPS. Can I install it on a Windows SBS 2003 system? Tag: Allow change to Activity Views in MS CRM Tag: 35180
  - 6
    - does a responses per hour by CSR report exist? I looked through all the reports and didn't find anything close to this. Do I need to create a custom report? If so, which fields do I query for the info? this would be used in the service standard module of CRM. TIA Erik Woodland, MCSE MBSCP -- It'll work. Well, at least in theory... Tag: Allow change to Activity Views in MS CRM Tag: 35177
  - 7
    - Order Question - Urgent Hope this is not a duplicate as I got an error when I tried to post last time. What is the best way to get an order to distribution and/or accounting? In an order, on the Information side tab, you can click the print tool on the toolbar to print the General, Shipping and Addresses tab info, then click the products tab, then click the print button on the Action bar to print the product info - so 2 prints, 2 pieces of paper. Is this the best way? Is there no way to e-mail this information to distribution or accounting besides a workrule from which they would still have to print both pages anyway? Is there no way to merge this information into 1 print? Sorry, am new at this. Thanks for your forthcoming assistance. Shauna Tag: Allow change to Activity Views in MS CRM Tag: 35176
  - 8
    - Orders Question - Urgent! Hi, What is the best way to get the information from a order to the distribution center? You can click the Excel tool to export into Spreadsheet, and gives products but not the company info. You could e-mail it to them. Can print using the print tool by the Excel tool and prints list of products but again, no customer info. Or can print the info page using main print tool, then switch to the products tab, then click the print tool by Excel and have 2 pieces of paper. There has to be a better way of e-mailing the whole thing to distribution and or Account. Can anyone help me, or clarify the best way to do this? Thanks in advance! Shauna Sorry still new at this Tag: Allow change to Activity Views in MS CRM Tag: 35175
  - 9
    - Not able to verify the database in Crystal I'm trying to get custom fields in my report but when I try to verify the database I get the error "The database DLL 'crdb_mscrm.dll' could not be loaded". I see that several people have asked this question before but there doesn't seem to be an answer to it. I still am able to log onto the APS and create reports with the standard fields. Any help is appreciated. Tag: Allow change to Activity Views in MS CRM Tag: 35170
  - 10
    - Showing shared accounts in My Active Accounts view My question is whether or not there is a way to show an account on multiple users 'My Active Accounts' view? Possibly a way to use sharing to create a new view of that users assigned accounts and the shared accounts as well. Tag: Allow change to Activity Views in MS CRM Tag: 35169
  - 11
    - address fields Can the address1_telephone1 field from the accounts form be shown in the contact form? If so how would I go about doing it? Thanks jonathan Tag: Allow change to Activity Views in MS CRM Tag: 35166
  - 12
    - Need help desperatly I need some help we have had our CRM server crash due to exceeding the extent on the Leads table. I need to migrate out a couple of sources namely the Activities and the Opportunities. I am having some real difficulty taking on this task. Can someone please direct me in the right direction. Have linked up some tables in a view to determine what the data really is but need to import into our new system. Please help. 3rd party software is not an option so Scribe insight will not work in this situation. Signed Desperately seeking a solution :-) Tag: Allow change to Activity Views in MS CRM Tag: 35164
  - 13
    - Programmatically Send Email in CRM Hello Is there a way to Programmatically send an email using CRM SDK? I tried Microsoft.Crm.Platform.Proxy.CRMEmail = new Microsoft.Crm.Platform.Proxy.CRMEmail(); But then, i dont know what to do after this. There are no methods to send email or set the Body text etc. Please advice. Thanks, Ruf Tag: Allow change to Activity Views in MS CRM Tag: 35160
  - 14
    - Email Router and Exchange 2003 Hi, Please I need help, Implementation GUIDE: â??E-mail sent between users on the same Exchange 2000 or Exchange 2003 system (intranet e-mail) will be processed by the Router only if it is sent from a Microsoft CRM client.â?? I can send emails to users on the same Echange 2000 or 2003 system , but these users cannot respond to me. I need to implement Microsoft CRM for a HelpDesk department, they need that the users that not have Microsoft CRM can respond this type of emails. What I can do? Thanks, Tag: Allow change to Activity Views in MS CRM Tag: 35159
  - 15
    - Sales Order Customization Hello. I have a pretty complex need of a custom sales order screen. I intend to develop a Web Application for Sales Order with a Single form to enter Header as well as Products. I can Add this Web Application to the ISV Tab and I can generate a CRM Order from my WebApp using CRM SDK. Couple of Questions: 1. When the User Clicks on the New Order Button or Picks up an existing Order, Is there a way to Default the Tab to my Custom Tab instead of the CRM Information Tab? 2. How can i remove mandatory field constraints like Price List in Sales Order? Is it possible? 3. Is it Possible to Embed Pictures/Logos in CRM Emails? If not, any Add-on which supports this? Thanks, Ruf Tag: Allow change to Activity Views in MS CRM Tag: 35158
  - 16
    - Single option button Is it possible to add a single option button for a customized field? In the settings section I can only find a Boolean type for this. Thanks in advance! Tag: Allow change to Activity Views in MS CRM Tag: 35157
  - 17
    - Office Solution Accelerator for Proposals Does anybody know when "Office Solution Accelerator for Proposals for Microsoft CRM" will be launched ?? Tag: Allow change to Activity Views in MS CRM Tag: 35155
  - 18
    - Problem with Crystal Report Hi all, after install Microsoft CRM Server 1.2 we have problem with reports: Error message: CrystalReportViewer "The request could not be submitted for background processing. File edc3c043999f2ee.rpt. " Product version: OS: Windows Server 2003 Standard editions Microsoft CRM Server 1.2.3297.0 Thanks for help me. Zdenek. Tag: Allow change to Activity Views in MS CRM Tag: 35154
  - 19
    - Special characters in CRM emails to/from Lotus Notes ? Hi, I sent email to contact from MS CRM (with icelandic characters). When viewing in Lotus Notes client all Icelandic characters are changed? I recall this is a known issue right? Any solution to this ? Regards, Siggi Tag: Allow change to Activity Views in MS CRM Tag: 35153
  - 20
    - call dialer.exe hi, does anyone know a way to call the windows program "dialer.exe" (parameter is the phone number from the contact) from a button in the toolbar? thanks in advance Tag: Allow change to Activity Views in MS CRM Tag: 35151
  - 21
    - week numbers Hi, In MS CRM you have week numbers which aren't equal to the ones we use in the Netherlands. CRM says that 1 januari is week 1, but that isn't correct for us. For us is the first week of the year where we have 4 days in januari. How could I change this? Microsoft Outlook does it correct. thanks in advance, Tag: Allow change to Activity Views in MS CRM Tag: 35148
  - 22
    - Change Quote template I want to change the quote.dot file. What I want to do is to add another image. When I open the dot file I cannot see how the final document is set up. Can anyone help me on this? Thanks Tag: Allow change to Activity Views in MS CRM Tag: 35145
  - 23
    - Microsoft CRM Outlook Addin At some cliÃ«nts a problem occurs with the CRM Outlook Addin. After running fine a couple of days the Outlook Addin checkbox is disabled and cannot be enabled again. All CRM functionality is missing then in Outlook. After removing the addin and add it again CRM is working again. The cliÃ«nts have Win XP SP2 and Outlook 2003 SP1. Other cliÃ«nts with the same configuration are running fine all the time and don't have this problem. Is this a known problem and so is there a explanation for this? Tag: Allow change to Activity Views in MS CRM Tag: 35144
  - 24
    - Urgent : adding Licenses problem Our client has this problem Current license evironment: - 5 Sales Standard (CRM + SBS) The client purchase additional 3 Sales Standard and 3 Customer Service Standard, when they tried to add (thorugh deployment manager) the additional 3 Customer Service Standard it worked, however when they tried to add 3 Sales Standard they keep geeting error message "You do not have enough Professional licenses to upgrade all of your Standard licenses to Sales Standard licenses" Our efforts: we tried to delete the old key, then add the new key (3 Sales Standard) it worked, however when we add the old key again (5 Sales Standard) it ovewrites the 3 Sales Standard license key. When we trace the database activities, apparently CRM update the License table not inserting a new record. We have tried to contact Microsoft support in our region, but it takes time (still hasn't got any progress) guess: - the client IT personnel made mistakes when acquiring the license keys through the mbs website - crm only allow 1 license key for each type (1 key for sales standard, 1 key for customer service standard ....) but this doesn't make any sense Any help will be appreciated Tag: Allow change to Activity Views in MS CRM Tag: 35142
  - 25
    - CRM 1.2 and XP Service Pack 2 - Hotfix 870365 After installing XP Service Pack 2, and the associated hotfix. I still get a problem using the "Home" Navigation button at the bottom of the screen on the Web Client. I get "error on page" message. Any thoughts on this? Thanks, Boolean1 Boolean1@comcast.net CRM 1.2 and XP Service Pack 2 - Hotfix 870365 Tag: Allow change to Activity Views in MS CRM Tag: 35141
- Next
  - 1
    - Adding Status Reason field values not saving When I edit the Case Form and modify the values on the Status Reason field, my changes don't appear back in the case form under cases. I return to the edit and my changes are there. I can preview them, just not use them. No error messages given. (MSCRM 1.2 GA - client is XP SP2 using IE to go to my MSCRM server.) -- --Barry Tag: Allow change to Activity Views in MS CRM Tag: 35139
  - 2
    - setting up dev area couple of questions, I want to do customization but i have no spare servers to put this on.. 1) can I create another _MSCRM & _METABASE database on the same SQLServer to put these on & switch CRM to use these instead, how do i go about setting up this ?? 2) if I create customization on the default demo database & rollout to a different mscrm database, will this do the job ?/ thanks HT Tag: Allow change to Activity Views in MS CRM Tag: 35137
  - 3
    - Re-install CRM 1.2 on SBS 2003 As an Action Pack subscriber I received CRM 1.0 sometime ago and thought I would look into this product. Since then I have tried to install CRM 5 times and failed every time for one reason or another. The most recent Action Pack had an excellent white paper dealing with the installation of CRM and I thought I would bite the bullet and find out what this product does. I installed SQL and everything went well until it screwed up the SBS 2003 backup. Loaded the hotfix for that. Got CRM working on workstation with XP2 (needed hotfix for that) Event log started filling up with duplicate credential errors so I thought I would try again. Funny thing is that the CRM database never showed in the SQL Enterprise Manager but it worked. (Only the STS databases showed) So, here is my question. I have done an uninstall of CRM and now want to install again (sucker for punishment) I get an error that the database already exists when I try to install so how do I delete whatever the reference is that the CRM install program isreferring to? I deleted all .MDF files that relate to CRM. -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Tag: Allow change to Activity Views in MS CRM Tag: 35136
  - 4
    - How to re-install CRM 1.2 on SBS 2003 As an Action Pack subscriber I received CRM 1.0 sometime ago and thought I would look into this product. Since then I have tried to install CRM 5 times and failed every time for one reason or another. The most recent Action Pack had an excellent white paper dealing with the installation of CRM and I thought I would bite the bullet and find out what this product does. I installed SQL and everything went well until it screwed up the SBS 2003 backup. Loaded the hotfix for that. Got CRM working on workstation with XP2 (needed hotfix for that) Event log started filling up with duplicate credential errors so I thought I would try again. Funny thing is that the CRM database never showed in the SQL Enterprise Manager but it worked. (Only the STS databases showed) So, here is my question. I have done an uninstall of CRM and now want to install again (sucker for punishment) I get an error that the database already exists when I try to install so how do I delete whatever the reference is that the CRM install program isreferring to? I deleted all .MDF files that relate to CRM. -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Tag: Allow change to Activity Views in MS CRM Tag: 35135
  - 5
    - Advanced Find needs to be able to find upcoming birthdays Currently Advanced Find does not return any results when searching for upcoming birthdays. This is huge lack in design and is purely being excused with "By design" Please vote on this issue so we can gain tracktion and with any luck get it fixed for V2.0 Repro: 1. Enter contact | Set their birthday to be for example March 20th 1970 2. Do an andvanced find for Contacts | Birthday | This Month The sad news it that It will not return anything as Advanced find only looks for contacts being born in March 2005 Tag: Allow change to Activity Views in MS CRM Tag: 35131
  - 6
    - Using Quote.dot Template Hi, Please bare with me as this is my first real time playing with this. I did ask a question earlier in this in preparation of learning this but have not looked at it since and now turns out I have a demo Friday and have to learn it today and tomorrow in preparation. My questions are these: It creates a tabbed table for the Products and I have to manually clean it up each time I create a Quote. What is is best way to deal with this for Sales Reps who are not very Word Savy? Does Microsoft intend on fixing this template so that it at least drops the products into a table which then you can searched for and run a macro on? Or how can I change the the template or coding to put it into a table when it merges? Any suggestions? Also, how do I get it to put in the Contact Name to which the Quote was generated from the Opportunity is attached? Do I have to customize the Quote Form to pull that into the Quote, then I can use it in Mail Merging? Again any suggestions? Also, this is a more general question, how can I get it to display the Owner name as first space last, not last,first? Thanks in advanced and I appreciate your patience. Shauna Tag: Allow change to Activity Views in MS CRM Tag: 35130
  - 7
    - Quote.dot missing - URGENT! Hi, My quote.dot template for CRM Quote mail merge is missing from my system. Where can I get it back? Need it ASAP for a demo tomorrow!! Was there when in SFOC and chose a quote, then chose print quote for customer but now it is not. This machine has been modified and things moved around! HELP Please! Thanks! Shauna P.S. Any others or articles on how to modify this for version 1.2? Tag: Allow change to Activity Views in MS CRM Tag: 35127
  - 8
    - Duplicate Email Activities Does anyone know how to get rid of the duplicate email activities captured automatically in the history tab of an object? When a workflow-generated email is sent, 2 activities are captured in the history tab. Both with the same subject, but one has the GUID appended to itself. This is frustrating the users terribly. :( This is a standard problem on all installations... I cant find any patches relating to this... Thank you, Tag: Allow change to Activity Views in MS CRM Tag: 35125
  - 9
    - CRM 1.2 SDK / Retrieving contacts Hello, I have a simple problem: I need to retrieve all contacts from CRM where [column] = [some value]. I've been attempting to do this via the Query proxy object, building my query as follows: <fetch mapping='logical'> <entity name='contact'> <all-attributes /> <filter type='and'><condition attribute = '[a custom column]' operator='eq' value='[some value]' /> </filter> </entity></fetch> This always results in a timeout. I've tried increasing the timeout and still no good. If I further restrict the query to all contacts *createdon* today, it works and returns the XML result I expect. However - I need all contacts returned. not restricted by createdon. Any thoughts on why this fails? The code is very simple. Thanks Tag: Allow change to Activity Views in MS CRM Tag: 35120
  - 10
    - Uninstall Reporting Services Hi, Has anyone tried to uninstall Reporting services from a machine that has CRM/SQL Server also installed? Are there any issues? Thanks --Aaron Tag: Allow change to Activity Views in MS CRM Tag: 35107
  - 11
    - Remove an user hi everybody I need to remove an user from the CRM Depolyment Manager, i donÂ´t see any option, does anybody can help me to remove an user froms this tools?????? Tag: Allow change to Activity Views in MS CRM Tag: 35105
  - 12
    - Terminal Services and CRM We have a client who has apparently succeeded in getting CRM 1.2 to work through terminal services. He did this by publishing it through active directory. Has anyone else come across this? Has anyone had any problems with this? Tag: Allow change to Activity Views in MS CRM Tag: 35104
  - 13
    - Workflow Activity - Sender/Recipient When a sales process (workflow) activity (Phone Call, Letter, ..) is created, is there any way that the sender and recipient fields can be pre-populated with values. Can the sender field be populated with owner or logged in user's name and the recipient field be populated with the owner of the opportunity? It is frustrating having to fill in this data each time a system generated activity is created. Thanks in advance Tag: Allow change to Activity Views in MS CRM Tag: 35096
  - 14
    - Workflow Logic Here is what I am trying to do and can't figure it out. I want to create a new order processing rule that manages our internal processes once an order is created. Here is the question: The first step is a Phone Call Activity to thank the customer for the new order. How do I tell CRM to email the manager if that call hasn't been made within 48 hours? I don't want things to fall through the cracks and would like CRM to notify management when activities are not completed. Thanks for your help. B. Tag: Allow change to Activity Views in MS CRM Tag: 35094
  - 15
    - Error in Knowlegebase Search Hi, in the knowledgebase I get an error, if I search for the following: "vi" The error message tells me that all words in my search have been ignored. But why ignores the search "vi". Can I set tags which have to be ignored in CRM? If so, where? thanks, best regards, Marc Tag: Allow change to Activity Views in MS CRM Tag: 35092
  - 16
    - add button Hi, Can anyone tell me how to add a button to the contact form and how to add code to it, so it executes another program when pressed? Thanks Tag: Allow change to Activity Views in MS CRM Tag: 35091
  - 17
    - MS CRM and my Company requirements My company ideally needs the following from a CRM Tool: - Contact/Client database with profile data - Contact correspondance logging - Product Database - Proposal and Contract management (access to the proposals and contracts stored per customer) - Central document library (where all our documentation is stored from product Functional specifications to legal binding customer contracts) - Secure online access to my CRM from any internet connected PC anywhere - Mobile access to my CRM contact databases at least from any PDA or compatible mobile phone via WAP or GPRS connection - Customer portals (Each customer can have their own portal to our company and product data based on their requests and purchases) - Email communication with customer via CRM (goes back to the Correspondance logging thing) I've seen the websites and the demos but would like some feedback from real users of MS CRM to see if (a) anyone out there has similar needs to mine and (b) how satisfied they are with MS CRM in relation to my criteria list above. Tag: Allow change to Activity Views in MS CRM Tag: 35090
  - 18
    - Server unwilling to process your request Hi, When I try to change the parent BU for some child BU's, I get the following error "Server unwilling to process your request". There is no obvious reason why this is happening, and it seems that this is not a common error either. However, I would really apprecaite if someone could somehow help me here... Thanks in advance, Nidal Tag: Allow change to Activity Views in MS CRM Tag: 35087
  - 19
    - Can't customize contact form Hello! I like to customize the contact or company form. Edit and preview works fine. I save the changes and go to "create new contact" ,or change contact, the old (unchanged) form will be displayd. Any changes i have made will not displayd. How can I fix this? Thanks and regards Jan Tag: Allow change to Activity Views in MS CRM Tag: 35080
  - 20
    - MS CRM and Mobile SMS Hello Can we send directly SMS from MS CRM on any mobile number in any country? -- Olav Click Soft Tag: Allow change to Activity Views in MS CRM Tag: 35079
  - 21
    - Data Migration for CustomerAddress table Hi, I would like to check when i try to import data to CDF_CustomerAddress table, I saw a non-null field in the CDF_CustomerAddress table with a datatype of timestamp. How do i import data to this field from Access? Access doesnt have the datatype of timestamp. Can anyone assist me in this? Thanks -- Johnson Tag: Allow change to Activity Views in MS CRM Tag: 35077
  - 22
    - Datafields in automatic emails??? How can I use the data fields in workflow emails? I want to make a opportunity email containing the name of the customer. How do I do this? Thanx, Michael. Tag: Allow change to Activity Views in MS CRM Tag: 35075
  - 23
    - Data Migration Failed Hi Danny, I have tried migrating data from Access database to MS CRM but nothing seems to be migrated over...I have followed the steps exactly from the data migration framework guide. below is the description of what I have done. 1) I have added additional fields to the schema and include the fields into the form and I have too initialize the CDF to retrieve the info from MS CRM. my cdf_<entity>_ext table has the additional columns in the database which I have added. 2) when I perform a DTS to import data from Access to the CDF table, the accounts table is successfully migrated but the cdf_Accounts_ext was not successfully migrated. The migration has actuallly added the correct no of records to the cdf_Accounts_ext but all the records has a null value. but when i check the cdf_Accounts table, the data is correctly migrated to this table 3) when i tried running the CDF migration tool, nothing is migrated over...not even the records from cdf_Accounts table. I have compared the data type n it matches correctly from the Access database to the CDF database to the CRM database. where did i actually go wrong? Kindly advise pls. Thank you and regards -- Johnson Tag: Allow change to Activity Views in MS CRM Tag: 35071
  - 24
    - Move entries from one field to another Hi All, During a database population, contact telephone fields were captured into the telphone1 field and the result is that not telephone numbers appear in the contacts view under business phone. I've considered adding the Telephone1 column instead but wherever else the business phone is used to display contact telephone numbers and the interface doesnt allow for customizing the other views. Is there a supported way that I could move all the numbers from the telephone1 field to Business phone? TIA... ;) Tag: Allow change to Activity Views in MS CRM Tag: 35069
  - 25
    - crm test 2 sdadqd asd qsd qsd qd Tag: Allow change to Activity Views in MS CRM Tag: 35067

a CRM Administrator should be able to customise Activity Views and change the
views to reflect pecific information
eg of views
Signed on Users Activites Closed /Open
My Open Activites
My Closed Activites

Top

Re: Allow change to Activity Views in MS CRM by Matt

Matt
Fri Mar 11 11:46:34 CST 2005

Should, but unfortunately in the current release, they can't. This will be
addressed in CRM 2005 though.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 10 Mar 2005 21:57:03 -0800, "N.Pinto"
<N.Pinto@discussions.microsoft.com> wrote:

a CRM Administrator should be able to customise Activity Views and change the
views to reflect pecific information
eg of views
Signed on Users Activites Closed /Open
My Open Activites
My Closed Activites

Top