Announcements in Crm

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- Previous
  - 1
    - Problem with calender creation in Outlook Hi NG, I installed CRM these days and got a bigger problem. (Outlook 2007) When I am creating a calender item in outlook (not crm client plugin, as usually in outlook) and then create a connection to a crm lead or anything like that, I get the error, that maybe the CRM server isnÂ´t availible. If I click ok, I get one more error telling me there is an error with the item and if I wanna ignore it or not. (no matter what I click the result is the same). In my outlook calender, the appointment/item is there like it should be, but not at the crm part. Anyone got an idea how to solve this problem? Anything else is working fine. I am able to add email messages, contacts and so on to my crm data, only calendar items are running into problems. ThankÂ´s for your help. br RenÃ© Tag: Announcements in Crm Tag: 82560
  - 2
    - how to change the title bar of outlook client How can i add an image to the title bar if the outlook client and where do i change the addres shown there? Then is it possible to add a watermark page as the background of all pages of crm? Tag: Announcements in Crm Tag: 82559
  - 3
    - Crm sql error When i try to do a full text search on my knowladge base articles i receive an error saying - "sql server timeout expired." i have checked and full text search is enabled on the sql server. how do i enable it and where? Tag: Announcements in Crm Tag: 82558
  - 4
    - Contacts missing from Outlook view on CRM I have the following problem with CRM: Outlook 2003 using latest client and "Outlook Crash" hotfix. From within Outllok all contacts can be seen via Sales, Contacts. When a new message is created in Outlook and To is selected, followed by CRM Contacts then certain contacts do not appear in the contact list. This is only true for a couple of PCs, the rest seem to work OK. I have tried removing the CRM client and re-installing, but it doesn't make any difference. Anyone got any ideas why this is happening? Mark Tag: Announcements in Crm Tag: 82550
  - 5
    - Remote Access Problem Our newest laptop image does not allow the user to access CRM through the https connection while out of the office. It's definitely tied to the settings on the local computer because the user can access CRM on other computers and in the office. I'd welcome any troubleshooting ideas. I feel like I've expended my bag of tricks on this one. Sarah Tag: Announcements in Crm Tag: 82549
  - 6
    - Merging to CRM Server Data togother Hi, We have 2 CRM servers containing both similar and unique data records. This covers all entities including: Users, Account, Contacts, Quotes, Orders, Leads, Opportunities ... Etc So you could find for example that one of the servers contain the same user on the other server and so on for other entitiesâ?¦ etc. We intend to get rid of one of the servers by migrating, or in fact merging its CRM data with that of the other server. I found few threads in this newsgroup that discuss similar issues but not exactly the thing I am looking for. I think the SCRIBE Insight migration tool does this job. However, what worries me most is maintaining the integrity between the various entities of the CRM records. Because imagine for example that a Quote record includes in its columns foreign key relations to users, accounts,.... etc. So what happens when the migration tool migrates a record and discovers that one of its FKs does not exist (Example: An owner or a user)? Does it create this user first... ? And so on... I hope you got my point Do you know of any body that has used SCRIBE before to do a similar job? I say that because if I decide to purchase the $495 45-Day SCRIBE License and then it does not at the end do this migration job, my manager will kill me :-) or at least he will deduct this $495 from my salary :-( I tried to contact Scribe about this issue, but I did not get clear satisfying answers! In fact, they advised me to purchase some consultancy services from them which I think will cost us even more than the tool itself! Any ideas? Please help! Tag: Announcements in Crm Tag: 82547
  - 7
    - Ms CRM 30 - security roles configuration Dear all. I need your precious help in configuring security roles. We the following organization: 2 business units, called A and B. A has 2 child business units, called A1 and A2. We would like that: - contacts under A1 or A2 must be visible (read-only) by all users under A1 or A2 but editable only by users in owner business unit (i.e. contacts in A1 are read-only for A2 and read-write for A1, contacts in A2 are read-only for A1 and read-write for A2) - but contacts in B must be visible and editable only by users in B. I tried several configurations of users and roles but I canâ??t find the right one. Can anyone help me? Thanks in advance Alessandro Tag: Announcements in Crm Tag: 82545
  - 8
    - MSCRM 3.0 Redeployment tool issue Hi, I build a virtual PC image for my CRM project, create custom entities and customized some forms and attributes. In new custom entities, I created new records. Now, I want to deploy my CRM customization in my VPC image. Can I use MSCRM Redeployment Tool so that I don't have to re-enter the records in my custom entities? When I did this, there is always an error in Import AD Users screen. It seems that the MS CRM users cannot be picked from AD. Please help. Tag: Announcements in Crm Tag: 82534
  - 9
    - Changing the Customer lookup View Hi all, I got a lil question.. when searching for a contact on the case form, We choose the contact from the customer lookup field - thats because we need to send an email via workflow to the contact. the problem is when we open the lookup view we always need to change the search type to contact from account. is there any way we can change the lookup window so that we'll get the contact as the default lookup? hope I made myself clear.. Tnx in advance, Guy s. Tag: Announcements in Crm Tag: 82530
  - 10
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Announcements in Crm Tag: 82528
  - 11
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Announcements in Crm Tag: 82527
  - 12
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Announcements in Crm Tag: 82526
  - 13
    - CRM 1.2 on a new domain Hi, I had a network desaster a few days ago and the whole new domain was created. I had a CRM1.2 server on my old domain which i need to use. Can anyone help me to iether add the old CRM to the new domain or somehow export all the data and add to a new CRM in the new domain? Tag: Announcements in Crm Tag: 82523
  - 14
    - Auto-fill Custom Age field based on Date of Birth Hi, I was just wondering if anyone can help me with this. In the contact form we have a date/time field for date of birth, and a custom int field for Age. How would I go about auto-filling the age field depending on the date of birth of the client, as well as today's date? I tried an onchange event that works, however this won't update the Age field going forward after the initial data entry into the date of birth field. Thanks for all your help, Sam. Tag: Announcements in Crm Tag: 82520
  - 15
    - Booking recurring sales in CRM? Some of our products have recurring charges (such as monthly rental fees, or maintenance charges). Is it possible to set this up in MS CRM? Tag: Announcements in Crm Tag: 82515
  - 16
    - .net 3 not being detected by CRM Desktop Client installer Hi all, I have a Vista 64 bit Dell M1710 (out of the box), have been trying to install (any) version of the CRM3.0 desktop client. It always falls over at the same stage where it looks at what components need to be upgraded. it says that .net framework 1.1 must be installed 'missing (must be installed by user)' - The OS comes with .net3 and this is installed. What I have tried. * unistalled and reinstalled .net 3 from OS * tried installing previous version of .net (2) 64 x - got error during install that '.net is already installed as part of the operating system' Please help.....! Tag: Announcements in Crm Tag: 82513
  - 17
    - How to cc someone on emails through Direct Mail feature Hi, I am trying to use Direct mail to send emails to a list of leads/contacts. How can I cc my manager on the emails that are going to be sent out through direct mail. Thank you Tag: Announcements in Crm Tag: 82511
  - 18
    - Some CRM Appointments not synching in outlook Hi, I have a situation where some CRM appointments are not synching in outlook. They users are the owners of the appointments, and they are able to sync other appointments fine. Any ideas? Tag: Announcements in Crm Tag: 82510
  - 19
    - Re: CRM Server Backup/Restore Instructions Search for "redeployment tool " if u want to move to another server . Tag: Announcements in Crm Tag: 82498
  - 20
    - Re: CRM Server Backup/Restore Instructions Search for "redeployment tool " if u want to move to another server . Tag: Announcements in Crm Tag: 82497
  - 21
    - CRM Server Backup/Restore Instructions I know that there is a document that describes how to backup CRM by backing up the Active Directory, SQL Server DBs and XML Customization files. However, is there a document that describes how we can restore this backup on the same or another server? Thanks Tag: Announcements in Crm Tag: 82496
  - 22
    - CRM Laptop Client for Outlook / TCP Ports I was asked by our System/Network Administrator to give him an official list (Supplied by Microsoft) containing all TCP Ports that need to be opened on a Firewall in order to enable remote users to connect to the CRM server through CRM Laptop Client for Outlook. Is there such a list? Where can I find it? If not then what do you recommend we should do in order to know (ALL) the used TCP Ports by CRM Laptop client ? Thanks Tag: Announcements in Crm Tag: 82495
  - 23
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. PS" i am having problem wid google crm group" Tag: Announcements in Crm Tag: 82493
  - 24
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. PS" i am having problem wid google crm group" Tag: Announcements in Crm Tag: 82492
  - 25
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Announcements in Crm Tag: 82491
- Next
  - 1
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Announcements in Crm Tag: 82490
  - 2
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Announcements in Crm Tag: 82489
  - 3
    - CRM reports problem Hi, When I try to view a CRM report [using SQL Server 2005 Reporting services], the following error is displayed: "You do not have sufficient privileges to view this report. Contact your system administrator" I would really appreciate if someone can provide guidance in resolving this issue. Thanks. -Sekhar Tag: Announcements in Crm Tag: 82486
  - 4
    - Pop Up su CRM Hi, i'm trying to insert a pop up window on a crm contact form. I want to update a field bye choosing by windows pop up list. For example... If country is 'United State of America' ... form will open a pop up with all the state in USA... by clicking on one state... a field on a contact form is populated. IS IT POSSIBLE ? I have error on this script on the pop up page... function selectState(name) { alert(self.opener.document); alert('State:'+self.opener.document.crmForm.all.address1_stateorprovince.value); self.opener.document.crmForm.all.address1_stateorprovince.value=name; window.close(); } </script> Tag: Announcements in Crm Tag: 82484
  - 5
    - Making accounts (Companies) public What is the best way to accomplish the following: We have a number of companies (accounts) that we want viewable by the entire organization. Thoughts are to use Relationship Type attribute to class account(Company) records. We want all supplier records to be viewable by all. Some possible solutions 1) Create a team including the entire organization and share the record using either workflow or a callout on change of relationship type. 2) Hmm... I thought I hade more ideas. I guess not. What is the best approach to accomplish this? M Tag: Announcements in Crm Tag: 82481
  - 6
    - Sql server reporting services error Hi, I am unable to access Sql server report manager. Error: The request failed with HTTP status 400: Bad Request. Any help will be greatly appreciated. Thanks, -Sekhar Tag: Announcements in Crm Tag: 82478
  - 7
    - iFrame and ASPX based SQL Query We would like to view the output of a sql query in an iFrame via another webpage. How can I pass a crm variable like crmForm.all.name.value to the SQL query so that it only pulls records for the particular customer that I am viewing. Do I pass this variable to SQL or pass the SQL select to the CRM iFrame variable? Could anyone give me a quick example for the onLoad event? Thanks, Rob Tag: Announcements in Crm Tag: 82475
  - 8
    - WfActionLog In my tracing of SQL Server for performance tuning of our CRM system I notice the following query happening over and over and over: exec sp_executesql N' select distinct wfactionlog.ProcessInstanceId as ''processinstanceid'' from WFActionLog as wfactionlog inner join WFProcessInstance as wfactionlogprocessinstanceid on (wfactionlog.ProcessInstanceId = wfactionlogprocessinstanceid.ProcessInstanceId) and wfactionlogprocessinstanceid.DeletionStateCode in (0) and ((wfactionlogprocessinstanceid.StateCode in (@P1,@P2,@P3))) where (wfactionlog.ObjectId = @P4)',N'@P1 int,@P2 int,@P3 int,@P4 uniqueidentifier',0,1,2,'ECAD4EB6-F800-DC11-8AE7-02BF9F1A2449' What process is causing this? Can we tune how often it polls. It is a negligable cost after adding an index and cleaning up WF tables as defined in the section "Removing Workflow Log Records on SQL Server 2005" in this document: http://www.microsoft.com/downloads/details.aspx?FamilyID=6b32e0b3-5520-48a7-b3cd-d8477d084821&DisplayLang=en, but it is still many many hits per second... Thanks -- ---------------------------------------------------------------------------- Louis Davidson - http://spaces.msn.com/members/drsql/ SQL Server MVP "Arguments are to be avoided: they are always vulgar and often convincing." (Oscar Wilde) Tag: Announcements in Crm Tag: 82474
  - 9
    - SQL server reporting services error Hi, I get the following error: "The request failed with HTTP status 401: Unauthorized. " Detailed error below: "[WebException: The request failed with HTTP status 401: Unauthorized.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +48 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +402 Microsoft.Crm.Reports.Home.ConfigurePage() +907 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499" Any help is welcome. Regards, -Sekhar Tag: Announcements in Crm Tag: 82472
  - 10
    - Activate and close a quote on chnage of sales stage We use a number of sales stages that are selected as part of the creation of a quote (we dont use opportunities due to the restiction of not being able to override prices and have addin products). Has anyone created any code, or can suggest how, once a quote reaches a sales stage of Closed/Won or Closed/Lost the Quote is Activated and the quote Closed with a status reason on Won, and a Do Not Revice thsi Quote selected. I guess I would be looking at something relating to the OnSave areas but am not really aware of the code required to fulfil the above. Any help would be greatly apprecaited AK Tag: Announcements in Crm Tag: 82471
  - 11
    - Dynamic Exports for Appointments Hello: I don't seen anything in the KB articles to this affect, but do other users encounter issues when trying to create a dynamic pivot table or worksheet from an Appointment query? I am looking to use a custom view and build a pivot table off of it. Interestingly, I can Dynamic Export the 'All Appointments' from the Workplace view, but if I go to do the same Export from the same 'All Appointments' view in Advanced Find it tells me I cannot do a dynamic export. Thoughts or suggestions? Thanks. -- Michael J. Lisle, Jr. SVA Consulting, LLC Tag: Announcements in Crm Tag: 82470
  - 12
    - Database structure question I'm pretty new to see CRM so please excuse my ignorance. I'm trying to think through how to implement what are currently two separate databases into CRM. One of the databases is simply an Exchange public folder which contains contact information for our clients, employees and basically anybody we need to contact for any reason. This seems a pretty good candidate for the default contact entity as going forward we would use the contact and business entities to improve our sales and marketing process. The second database is currently in access and uses a web application as the front end. All this really is is a contact database for doctors that we have interviewed in the past. The access database contains two tables, one table is a contact record and the other and interview record. There can be only one contact for each doctor but we may have interviewed them many times on different cases. I'm trying to decide whether or not I want to create a custom entity for the second database. Being new, this creates several problems. The first is the bulk import limitation. I'm trying to make this as easy as possible for me and using the built-in utility in CRM seems an excellent feature. My understanding is that this won't work for custom entities and that's kind of a problem as there are about 10,000 records in this database. I'm looking for a recommendation as to whether I should merge both of these databases into the default contact database and then add a business required attribute for "type of record" this could have several selections, one of which would be "Expert" which could then be set up with a view so that if users pull this view they would only see our current experts (which is the second database) or should I go with a custom entity for our experts database and am I making too big of a deal about using XML or some other process to import contacts into a custom entity (is this not really that hard even for a newbie). Are there any other limitations or advantages for keeping the databases separate or together? Tag: Announcements in Crm Tag: 82468
  - 13
    - Having an issue with CRM 3.0 Client It seems as though when someone is tracking things into CRM from Outlook sometimes it appears that it cannot find CRM and the client stops working. I am unable to synch and I am unable to track anything into CRM. I have been uninstalling the Client and then reinstalling it. I don't want to have to do that. Is anyone out there experiencing the same issues? I really want to know if it is a bug in the new version of CRM 3.0 or if there is another solution to the problem? Tag: Announcements in Crm Tag: 82466
  - 14
    - Rotating an mpeg Hi, I need help in rotating an mpeg. I've tried downloading Movie Maker but it's not downloading. I have Automatic Updates but I keep getting the error window 'Updates were unable to be successfully installed' The following updates were not installed: Microsoft Windows Installer 3.1 I get the same error every time. Can someone please advise how to rectify the update issue and more importantly, how can I rotate my mpegs 90 degrees please. Cheers! ShannonD Tag: Announcements in Crm Tag: 82464
  - 15
    - Customers within Telecom I am interested to know whether Microsoft has any customer cases within telecom or Television using Dynamics CRM in Scandinavia or Europe? Tag: Announcements in Crm Tag: 82462
  - 16
    - Arabic Text Dear sir I have a C.R.M V.3.1 . i make upload for some customer i have on SQL Database . the data are sucessful transfer but its a corrupted data , i cont show the arabic text like this ???????? @#$$#%#%#$% Tag: Announcements in Crm Tag: 82458
  - 17
    - Question on Stopping IIS and Workflow Hello, I understand pretty well the CRM system now. What I am concerned with though is making some custom workflow callouts. I have the book Working With Microsoft Dynamics CRM which I feel has been an excellent resource. I am ready to create some dll files and add them etc. What I am concerned with though is the fact that we have active tasks being monitored by workflow every day. If I stop IIS and do all the steps necessary to put in place active code, will that drop all the entities that are being monitored currently? It is extremely important that they not drop off the workflow monitor. Tag: Announcements in Crm Tag: 82456
  - 18
    - Products and services - Sales orders Vs. service orders During my experience with other CRM systems, I've seen that the companies that sell things, have products in their catalog and use some kind of logistic order called "sales order". On the other hand, services companies (i.e. telecommunications providers) have services in their catalog and the business processes do not end when the services are installed, they can be modified and/or deactivated afterwards. So a different concept is handled here: "service orders". I would say there are two main differences between sales orders and service orders: (1) There can be different service order types (i.e. installation, modification, deactivation), while there is just one sales order type (sale). (2) The order details in a service order must be replicated to an assets table to distinguish the order contents (and orders history) from the active services subscribed by the customer at a moment in time. For an installation service order, order details are inserted in the assets table; for modification service orders, they are updated; and for deactivation service order, assets records are deleted. It seems Dynamics CRM has been designed for companies that sell products, so services companies have to model their services as products (because the ServiceAppointment entity is not enough to support the whole service sale process -opportunity, quote, order-). We need to handle orders and to store the current active services for each customer so the standard orders tables are not enough for us. Has anybody been in a similar situation? Any suggestion to model this? Thanks a lot in advance. Tag: Announcements in Crm Tag: 82454
  - 19
    - Exchange Requirement I have a question with regards to the Exchange Server requirements for CRM. We are mid-migration (5.5 to 2003) and whilst we can point the CRM server router to the 2003 server the client mailboxes are still hosted on the 5.5 one... Is this a problem? The end user is using Outlook2003 (if that maters)... Julian Tag: Announcements in Crm Tag: 82451
  - 20
    - productivity pLEASE LET ME KNOW ABOUT labour productivity ? Tag: Announcements in Crm Tag: 82448
  - 21
    - Dynamic CRM Please let me know that, Dynamic CRM is for Small size Businesses or Medium or larg? Tag: Announcements in Crm Tag: 82447
  - 22
    - size Does the CRM microsoft cover large businesses or just suitable for small one? Tag: Announcements in Crm Tag: 82446
  - 23
    - charter account at wich country established related course first? Tag: Announcements in Crm Tag: 82444
  - 24
    - Re: RsPublishAction failed can u get the detailed error by changing the Dev errors to "On". 1= C:\Program Files\Microsoft CRM\CRMWeb 2= Open the web configuration file 3= find a Node : <add key="DevErrors" value="Off"/> 3.1 instead of "off" , replace it with "On". Now re-produce the error. Tag: Announcements in Crm Tag: 82441
  - 25
    - Re: RsPublishAction failed can u get the detailed error by changing the Dev errors to "On". 1= C:\Program Files\Microsoft CRM\CRMWeb 2= Open the web configuration file 3= find a Node : <add key="DevErrors" value="Off"/> 3.1 instead of "off" , replace it with "On". Now re-produce the error. Tag: Announcements in Crm Tag: 82440

Can u set it that announcements shows to all users when they log on,as there
is no workflow for announcements. is there any way to intergrate a ticker at
the bottom of Crm to show information?

Top

Re: Announcements in Crm by John

John
Thu May 24 12:57:20 CDT 2007

not without making unsupported changes to the announcement section.

==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com

"Zombie9" <Zombie9@discussions.microsoft.com> wrote in message
news:B0ED5A80-84DE-42E3-BDD2-9D25CD846E93@microsoft.com...
> Can u set it that announcements shows to all users when they log on,as
> there
> is no workflow for announcements. is there any way to intergrate a ticker
> at
> the bottom of Crm to show information?

Top