CRM 4.0 Attachment Time stamp

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  - 1
    - Pls help!! Blackberry and CRM? Hi There, I have a question regarding Blackberry and CRM. My users just want to see their schedule in Blackberry and the contact list. Currently their outlook syncs fine with Blackberry. Now if my outlook is set to sync with CRM > and then when I sync my Blackberry with Outlook > are my crm appointments and CRM contact going to show in Blackberry too ? This way I may not need any other Blackberry addons. Tag: CRM 4.0 Attachment Time stamp Tag: 98967
  - 2
    - Easy Question: Outlook Calendar in relations to Workplace Calendar Should my outlook calendar be duplicated into my Workplace Calendar? Otherwise, should CRM be reading my users Outlook calendars on the system? Richard Tag: CRM 4.0 Attachment Time stamp Tag: 98959
  - 3
    - CRMWorkFlowService.exe (CRM 3.0) Hi all, I've noticed that CRMWorkFlowService.exe never closes it's DB connections, so after a few weeks, I can have up to 1909 db connections to the SQL server (easily seen both on the DB server and with TCPView from Syinternals). If I restart IIS and all the CRM services (including CRMWorkFlowService.exe), then the CRMWorkFlowService.Exe no longer connects to the DB, which results in forms such as ACCOUNT to take several minutes to load... A reboot of both the IIS and the SQL server seems to be the only solution, but that is not really a good solution (and from my IT manager's point of view, unacceptable). Has anyone else encountered this situation, and possibly found a solution (other than rebooting)? -- Cheers and thanks, Martin MCAD .net Tag: CRM 4.0 Attachment Time stamp Tag: 98957
  - 4
    - Error Installing SQL jobs during installation of CRM 4.0 trail ver While trying to install SQL jobs during installation of CRM 4.0 trail version i get an error message. Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. Invalid user name.Failed to validate username for given domain.only existing domain usernames and email addresses are allowed Invalid user name.Failed to validate username for given domain.only existing domain usernames and email addresses are allowed can anyone help me solve out this issue ? Tag: CRM 4.0 Attachment Time stamp Tag: 98953
  - 5
    - Organisational Charts I am currently trying to locate an MS CRM partner organisation which has an organisational/relationship chart product. So far I have viewed the products on offer from Salescentric and c360, but wondered if there were any others in the market. -- Thanks Nathan Tag: CRM 4.0 Attachment Time stamp Tag: 98948
  - 6
    - Help needed - all business units had been disabled Hello all! By mistake, a member of our admin team somehow disabled all business units in our CRM organization. I cannot enable any of the units (nor create a new one) because no users belonging to active units exist - as there's no more active units. Therefore, I can't log to CRM. What to do? Thank you i advance, Hrvoje Tag: CRM 4.0 Attachment Time stamp Tag: 98947
  - 7
    - Campaign Response customization Dear All, I want to add a field for designation in the campaign response and map it to the lead, when converted. Any help? Tag: CRM 4.0 Attachment Time stamp Tag: 98941
  - 8
    - Mail Merge Quote displays nothing but 1 line item Hi there, I was wondering if anyone might have an idea as to why would all contents in if statements ,e.g. {IF{MERGESEQ} ="1" "}, on a mail merge does not show and anything thats not within the if statements is displayed when the mail merge is run? I eventually removed any if statement on the word mail merge and the quote format looked fine except that if the quote has multiple line items then multiple pages are diplayed. I am aware that if I use { MERGEFDIELD "LastItem" = 1} then all line items are suppose t obe displaying on one page. Any ideas would be highly appreciated. Tag: CRM 4.0 Attachment Time stamp Tag: 98939
  - 9
    - int type, auto increment, IME Hi all, what type do you use for attribute which is only a counter of the record. I don't want to use int since it adds a comma, which is not desirable sometimes. Can I define an auto increment fields that when the user creates a new record, the database will have the counter of the record incremented. How do I use the IME option properly? Thanks a lot Tag: CRM 4.0 Attachment Time stamp Tag: 98936
  - 10
    - CRM 4.0 declaration, announcement Hi all, In Settings->Management: there is something that If I translete it to english it is called: declaration or announcement. I don't find anything in the HELP (not english). If any of you use this feature, please describe the purpose and usage. 10x Tag: CRM 4.0 Attachment Time stamp Tag: 98932
  - 11
    - Sending an SMS text message to a phone in CRM 4.0 via workflow In CRM 3.0, we had a workflow that would send an SMS to a phone upon creation of a Case. Somehow, this is no longer working in CRM 4.0; the workflow fires succesfully with nor errors, but the (short) message is never received. Possibly because of the non ASCII format of the message CRM 4.0 sends out...? (To send an SMS, we just create a duplicate user record with the SMS/Phone address in the e-mail field). Tag: CRM 4.0 Attachment Time stamp Tag: 98930
  - 12
    - CRM 3.0 doesn't send mail to customers Hi All I've Installed CRM 3.0 on a domain, and a second Exchange Server 2003 to handle the users' mailboxes. The Exchange Router was installed, and the rules were deployed. I use the Web Client, and created a new customer (the DB is empty), and assigned an email address. But when I send a mail to that customer, the customer doesn't receipt the mail, but the customer's history shows as completed those mails. The second Exchange Server relays all mails to the first Exchange on the organisation. Any idea to put to work the mail? Thanks -- Luis Quiroz Tag: CRM 4.0 Attachment Time stamp Tag: 98922
  - 13
    - CRM 3.0 Workflow or other to collect actual hours I need to find away of collecting all the actual hours spent for service appointments completed and store the total in a field in my opportunity. I thought a manual workflow would work and I could select all the service appointments listed for that opportunity and run it but I can't see a way to access the parent opportunity from the workflow. Ideas welcome please. Tag: CRM 4.0 Attachment Time stamp Tag: 98911
  - 14
    - Sending case acknowledgement to Responsible Contact I am setting up a workflow to automatically send a confirmation email when a case is created. I am able to send an email to the Responsible Contact recorded on the cases, but need to edit the email template so that it is addressed to the first name of the Responsible Contact. At the moment I'm only able to use the first name of the primary contact for that account which obviously isn't suitable. Any help would be appreciated. Tag: CRM 4.0 Attachment Time stamp Tag: 98910
  - 15
    - Email retention policy relative to CRM e-mails tracked from Outloo Toss up question for the blue team. When one hits "Track in CRM" on an e-mail from outlook we all know that it CREATES an e-mail in the CRM system. The date that the e-mail is created in CRM is placed in the field CreatonDate. When we look at the related record it shows up in order based on the Created Date. The rub is this. What do we do when we have a user who is just coming on board with CRM and they have e-mail history they want to link that goes back years. There does not seem to be any linking relative to the received date. Which is actually much more relevant than create on date, especially if we are trying to recreate a communication trail that goes back several years. According to the CRM data it would seem as if all the e-mail came over today, and not when we actually received them. I have done several migrations from GoldMine to CRM and I have used the Actualend in the ActivityPointer. But Outlook does not map there. So has anyone ever tackeled this issue or have any suggestions. Some of our clients have data retention policies where they can not keep electronic for longer than 3 years. So this is a real issue for anyone migrating e-mail history into CRM in the Law or Accounting business in the USA. -- --------------------------- Pierre Hulsebus - CRM Consultant http://www.ehtc.com/ehtc/infuse.htm Certified Integration Between Microsoft CRM to Microsoft Solomon ---------------------------- Tag: CRM 4.0 Attachment Time stamp Tag: 98903
  - 16
    - Outlook Problem CRM 4.0 After installing the outlook client, the inbox sometimes "hangs". What means: no new emails are shown and/or you can't delete emails. any ideas or is it just another bug? Tag: CRM 4.0 Attachment Time stamp Tag: 98901
  - 17
    - CRM 4 Outlook Client Fails to Connect I'm trying to connect some of my laptop users using the Outlook client for CRM, but I have been unsuccessful. These users are not on Active Directory and only use local accounts. The problem is that when I try to setup the client, I get a message that says: "The request failed with HTTP status 401: Unauthorized." It never prompts me for a username and password, so this doesn't entirely surprise me. I can launch CRM in IE, at which point it prompts me for a password and let's me in, but I really want this integrated with Outlook. Any ideas? Tag: CRM 4.0 Attachment Time stamp Tag: 98894
  - 18
    - Accessing GP Data from CRM Remotely Hello, My company is using GP10 and CRM 4.0, and we had created a number of SQL reports for sales people, that access the GP10 database. A previous Dynamics vendor integrated these into CRM for us via the following: Buttons were created in the isv.config file under the Accounts pane, so that if you open an account, click one of the custom report buttons, it runs an asp script that queries to find the GPID for that account and passes that as a parameter to a link to the SRS server, to pull up the relevant GP report. This works great in house, even though I'd love to find a superior method to accomplish this that would be more supported by MS, as I've heard this is an "unsupported customization". Obviously, if a sales person out of the country or out of the office connects up to the web interface of CRM, which is set up using port forwarding and actually works pretty well in CRM 4.0, if they click on those buttons it will link to internal addresses to the reports on the in house report server. Needless to say, they can't access the reports or data this way. Our controller went to Convergence and is convinced that Sharepoint is the answer to this and any number of other issues; we have a basic WSS 2.0 install that came on our Small Business Server 2003 box. Particularly on this point...I'm quite confused on how exactly Sharepoint can do this. As I said we're on WSS 2.0 and Office 2003, and can't immediately upgrade. Can someone clarify, if they understand, what exactly Sharepoint could do to integrate data from GP into CRM, particularly with CRM accessed via the remote web interface? Our fix for this currently is Terminal Server, which has worked fine for some time, but our office in Germany is struggling with frequent dropped connections. Tag: CRM 4.0 Attachment Time stamp Tag: 98893
  - 19
    - Microsoft CRM 3.0 ignoring british summer time Hello, We've got a installation of CRM 3.0 with rollup update 2 installed. Win 2k3 EE SP1 as guest on ESX 2.5 host. The guest servers are on BST (GMT+1), however any dates get saved on GMT on the database. This throws reporting off which is a serious concern around here. MS seemed to have pulled rollup update 3, however I went through the list of individual updates and none seem relevant Any ideas? Anybody suffering from the same thing? TIA Tag: CRM 4.0 Attachment Time stamp Tag: 98891
  - 20
    - Error viewing or deleting mail from Queue In MS Crm 4.0 I have one Mail-queue where I've tested a few incoming emails. They arrive in the queue, and I have read them. But now suddenly they have gone into a deadlock: If I try to view the email, I get a new window with an error message saying: "Record is unavailable The requested record was not found or you do not have sufficient permissions to view it" If I try to delete an email, a similar message apperars: "The requested record was not found or you do not have sufficient permissions to view it" Cannot really understand this, anyone else have a good idea...? Tag: CRM 4.0 Attachment Time stamp Tag: 98889
  - 21
    - what kind of workflow? I need a workflow rule that will automatically trigger 'Yes" from a new attribute I created (boolean / yes or No) depending on whether a user chooses a specific word from that dropdown list - 'ABC'. I have created the boolean attribute and added a column in the main Active Accounts view. I put js behind the OnSave for the form properties that indicates if they choose 'ABC' show Yes. I created a manual workflow rule that depending on if the specific field is chosen, should make my new attribute field read "Yes". Once I run the apply rule in the Accounts view, it initially worked in the view, but once the user goes back in and chooses another item in the list, the system still reads "yes". NOTE: I believe one of the problems is that the field's dropdown list is dependent upon another key field's choice from the user...e.g., Field1 - if user chooses "Group", then Field2 shows up with the drop down list. In other words, I believe that when the user initially chooses 'ABC' from Field2 (after having chosen Group in Field1), the system sees 'ABC' for that field; when the user goes back into the account and chooses Field3, then an item from Field4, the system still sees Field2 having 'ABC' associated with it. I need the rule to work whenever the user CHANGEs. Does that make sense? Any help would be appreciated. Tag: CRM 4.0 Attachment Time stamp Tag: 98885
  - 22
    - Mailmerge offer shows no currency When I merge an offer with multiple products, then the merge fields 'money' don't show the currency. It is in Office 2003 and MS CRM 4.0 I have tried it in Office word 2007 and there it works fine. Is it not supported with Office 2003 ? or is there an option in Word I have to set. The currency sign is shown as Ã¢â??Â¬ Ã¢â??Â¬ I would prefer it was the â?¬ sign. Thanks Tag: CRM 4.0 Attachment Time stamp Tag: 98884
  - 23
    - Unable to sort on customer CRM 4.0 Hi When you try to change the campaign response views to have customer as sorting CRM gives an error. You can't even click on customer column to sort when it's now customer that is default sorting. Is this a bug ? Tag: CRM 4.0 Attachment Time stamp Tag: 98882
  - 24
    - Track email whitout a valid contact person in CRM When I track an email to CRM and there is no contact person in CRM. Then the email is still tracked but the user is not aware of, that the system could'nt find a contact person. The email is tracked to the CRM but with a read alert on the email, saying that it could'nt find the senders email. This information would be nice to see in outlook, so the user is aware about to create the contact in the CRM. Is it possible to get an alert when there is no contact person ? Is it possible to get the system to ask if you want to create a new contact person when the senders email is not found. Or is the solution that the user have to track an email with the regarding buttom instead. Thanks Tag: CRM 4.0 Attachment Time stamp Tag: 98881
  - 25
    - Distribution of Campaign Activities doesn't start Hello, our customer is using MS CRM 3. If he creates a new campaign activity and tries to start the distribution it doesnâ??t start. The distribution workflow ends with the following exception: Crm Exception: Message: Time Zone index is not recognized. TimeZoneIndex: 893318129 [...] If he leaves the fields â??Scheduled Startâ?? and â??Scheduled Endâ?? empty the distribution starts as desired. The problem is also really good described here: http://www.ureader.com/msg/12673712.aspx Does anyone have a solution for this problem? Best Regards, Matthias Wicke Tag: CRM 4.0 Attachment Time stamp Tag: 98880
- Next
  - 1
    - Login to CRM 4.0 website fails from client computers Hi all, I did an installation at a customer site yesterday. I installed the CRM server on a SBS2003 server. On the server I can logon to the CRM website http://servername:5555 If I try to logon from a client computer in the local network I get the login screen. I enter the same user/password (administrator) but I cannot login. The customer has the following configuration: SBS2003 with exchange 6.5 and sqlserver standard 2005 ISA 2006 is installed on another server in the network. Could this be the problem? It is not a connection over the internet. All clients are on the local network. I found some documents on ISA server but they were all about Outlook clients or Internet facing deployments. Hope you can help Steven Tag: CRM 4.0 Attachment Time stamp Tag: 98878
  - 2
    - CRM 3.0: Cannot delete account, opportunity Hi, I have been working with MS CRM 3.0 in the last few months and have created number of test accounts and test opportunities , now I'd like to remove all those test opportuniites/accounts from my system but not succesful. Don't know why. When I tried to delete them, some of my opportunities (and Accounts) could not be deleted, it said "The record cannot be deleted because it is read-only". I'd trying to delete all its quotes, orders, relationships but still could not do so. My role is System Administrator and I assumed this role gives me full control of the system but it did not work this time. Can you please assist us to look into this issue and advise. Looking forward to hear from you soon. Thank you very much. Tag: CRM 4.0 Attachment Time stamp Tag: 98877
  - 3
    - Blackberry for CRM I need to know if someone can recommand a good solution for MS CRM and Blackberry. I have heard about tendigits and icommotion. Can you anyone pls give me some guidence ? Thanks in advance! Tag: CRM 4.0 Attachment Time stamp Tag: 98872
  - 4
    - Back Order Funcationality? I'm looking all over the CRM 3.0 application, I don't see where we can flag an item as back ordered. Am I missing something? Or, is CRM missing the back order functionality :). Thanks! Tag: CRM 4.0 Attachment Time stamp Tag: 98871
  - 5
    - Import CSV file with <CR><LF> Hello, Using CRM 4.0, I'm trying to import Tasks from a CSV file (built using Save As from Excel). One of the fields is a description which I want to map to the task description. The problem is that some of the desciptions contain embedded <CR><LF> characters and the import does not seem to be parsing the file correctly. It tells me there are more data fields than there are column headings. Is this a short-coming of the import program or am I doing something wrong? Thanks Tag: CRM 4.0 Attachment Time stamp Tag: 98869
  - 6
    - Picklistvalues When adding a new picklist value the lowest possible value is 200.000 (!) is this a bug or a feature? Tag: CRM 4.0 Attachment Time stamp Tag: 98865
  - 7
    - Mailmerge not all contacts When selecting contacts in CRM client for outlook and starting a mail merge I receive a MAXIMUM of 49 contacts in the word mail merge. bug or feature? Tag: CRM 4.0 Attachment Time stamp Tag: 98864
  - 8
    - Contacts & Outlook sync After syncing contacts to outlook the leading "+" for the telephone numbers is missing. any ideas? is it another bug? Tag: CRM 4.0 Attachment Time stamp Tag: 98863
  - 9
    - w3wp.exe CPU utilization After starting wokflows on my CRM 4 system, the w3wp.exe blocks the CPU. The system is a Windows 2003 SP2. Is there a hotfix I shoud know? thx Tag: CRM 4.0 Attachment Time stamp Tag: 98860
  - 10
    - Email Tracking from Shared Outlook Inbox We have our system setup so that some users have Full Access rights to other users inboxes. The problem comes when a user attempts to track an email from a mailbox other than their own. From an open message the user does not have the Track in CRM button, but if they attempt to track using the buttton available from the inbox, they get an error message stating that they cannot track from the Outlook store to the CRM store. Does anyone have any ideas on how to correct this? Thanks! Tag: CRM 4.0 Attachment Time stamp Tag: 98857
  - 11
    - CRM 3 Update Rollup 3 Does anyone know if or why MS pulled update rollup 3? Scott www.easiintl.com Tag: CRM 4.0 Attachment Time stamp Tag: 98856
  - 12
    - Import to Campaign Responses I have an Excel file of 250 records (47K size file) that I have saved both as a txt and a csv file to import into my Campaign Responses (CRM 3.0). Each time I have tried, it's failed with the error message for each record of "data in the row did not match the import type". The last time I received this error, I removed all punctuation and it worked. It didn't work this time and I can't figure out what is causing this. Any ideas? Thanks! Tina Tag: CRM 4.0 Attachment Time stamp Tag: 98853
  - 13
    - Workflow or other method of collecting cost into a record I have a record called Group booking that is associated with Oppertunities. I want this Group booking form to have a method of collecting all the related Oppertunities cost field entires and storing them in the Group booking record. The idea is oppertunities are created agaisnt this Group Booking and then at soem point the total of those oppertunities costs needs to be collected and stored in the Group Booking in a field. Is it possible to do this in a workflow? An example would be great. I could do a report (except I dont have any report generating software!) but even then that won't transfer the result into the Group booking record. Thanks Tag: CRM 4.0 Attachment Time stamp Tag: 98851
  - 14
    - CRM 3 Server Operating System Upgrade I am currently running CRM 3 Rollup 2 on Windows 2000 Adv Server along with SQL Server 2000 Ent Edition. Are there any special things I should look out for when planning this upgrade? Obviously good backups of the DB and OS are key, but anything else that could break within the CRM application itself? Thank you in advance for any tips! Sean Tag: CRM 4.0 Attachment Time stamp Tag: 98850
  - 15
    - v3 and or v4 Does either version work better than the other? Another way of asking this is, what does NOT work in either version? What (if any) compelling reasons are there to move to v4? Why is there no personal accouting integration for MSCRM? ie OA, QB? by the way, CRM2OA is no more, so there are no options as far as I know. thanks Tag: CRM 4.0 Attachment Time stamp Tag: 98849
  - 16
    - Merged cells when exporting reports into excel files The excel files exported by custom reports we have made using reporting services, have a lot of merged cells. Do you have any idea why does this happen ??? Tag: CRM 4.0 Attachment Time stamp Tag: 98847
  - 17
    - Error while opening an excel file without having saved it This error is coming when I try to open directly an extracted excel file without having saved it. Why ??? ''A DDE error has occured and a description of the error cannot be displayed because it is too long. If the filename or path is long, try remaining the file or copying it to a different folder'' Tag: CRM 4.0 Attachment Time stamp Tag: 98846
  - 18
    - Restricting the reactivationg cases function In many customer service environments, the reactivation of existing cases is an exceptional procedure, to be performed only by a supervisor. I can't seem to find the right way of assigning a security role to accomplish this. Any ideas? -- Juan Fidalgo Sr. Bus. Analyst SCI Tag: CRM 4.0 Attachment Time stamp Tag: 98845
  - 19
    - Cannot assign case from Queue We recently upgraded from CRM 3 to CRM 4. We use c360's e-mail to case. I am unable to assign a case from the queue to another users. The cases show as created and owned by the CRM administrator but even while logged in as that user I cannot re-assign them. I get an "unexpected error" please contact your system administrator. Has anyone seen this? If I manually create cases I am able to re-assign them at will. It's only from the queue that I have problems. My account is setup in the System Administrator Role. Don Tag: CRM 4.0 Attachment Time stamp Tag: 98843
  - 20
    - resetting crm 3.0 picklist values is there a way (either supported or unsupported) to reset the picklist values to '0' (zero) ??? say, i have a custom picklist type, shown below value label 1 Red 2 Green 3 Blue when i delete the items, and add new items, it will continue to 4, 5, etc... how to reset the value of picklist to 0? Tag: CRM 4.0 Attachment Time stamp Tag: 98841
  - 21
    - CRM 3.0 Activity Pop up reminders Hello all! I did a search regarding the above subject line and only found comments relating to CRM 1.2. Is it possible that CRM 3.0 Activities can "pop-up" when due...like how it happens in the Outlook Calendar? And if not will 4.0 have this feature? Thanks for your quick response! Kathi Tag: CRM 4.0 Attachment Time stamp Tag: 98839
  - 22
    - Tab page display property we have assigned a value to display property for a tabpage in CRM crmForm.all.tab4Tab.style.display = "inline"; what other possible values we can assign to display property for a tab page in a form. Tag: CRM 4.0 Attachment Time stamp Tag: 98838
  - 23
    - Changing Roles causes Insufficient Permission errors I have a user that originally had VP Sales and Salesperson role and everything was working well. I removed VP Sales role and kept Salesperson role. Now, they are unable to perform "normal" salesperson tasks like create leads, contacts or most anything else. They get a generic "insufficient permission" message. We haven't changed any role permissions with exception of disallowing export to Excel. I also have another user that had System Administrator and Salesperson role. I removed System Administrator role and he too is having the same problems. I've tried removing all roles, disabling user, enabling user, adding only salesperson role, all with no effect (to an existing user). Anyone I setup with ony Salesperson role initially works just fine. I have a stack trace that reports the follwoing error: Crm Exception: Message: SecLib::CrmCheckPrivilege failed. Returned hr = -2147220960 on UserId: 8511ef5e-8e77-dc11-9c82-0050569b14ac and PrivilegeId: 7bb3b531-ac45-4977-89c8-b99768e55ab8, ErrorCode: -2147220960, but not anything else useful from what I can see. Thoughts? -- Thank you, Tag: CRM 4.0 Attachment Time stamp Tag: 98837
  - 24
    - CRM 3.0 Client Install Error Trying to install the desktop version of the CRM 3.0 Outlook Client. It fails saying it cannot find the log file. Any solutions? No one else had this problem during installation. Ken Tag: CRM 4.0 Attachment Time stamp Tag: 98836
  - 25
    - Error: Deletion Service failed to retrieve tables for deletion. Hello all, After several years of a rock solid crm installation we have recently begun to see this error 16934 from MSCRMdeletionservice Error: Deletion Service failed to retrieve tables for deletion. in the sql logs i then get the error "login failure for crmadmin" which is the account the deletion service runs under. Ive triple checked the permission levels and all looks well. Nothing in the installation has changed since the error started occuring. Ive been struggling with this for a few weeks and am totally out of ideas... Can anyone suggest anything? Andy Tag: CRM 4.0 Attachment Time stamp Tag: 98833

Hi,

We have found that at a Client site and also on the Microsoft CRM 4.0 VPC
from Microsoft that when you add an attachment it puts the time in as GMT
rather than the local system time of the user.

Any ideas on how to resolve this?

Thanks

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