CRM 3.0 - Auto Assigning Leads in a round robin assignment

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  - 1
    - How to import marketing list. failing with permissions issue I am trying to do the below in CRM 3.0 and it fails with a permissions issue. I am using the crmadmin account so I'm not sure what is causing the error. Can anyone assist? Using the Web interface: Tools Import Choose the attached file Record type: Lead Next Import to â??Test 1â?? Marketing List Customer Type is â??Contactâ?? The mapping is correct Next Next at the next screen. Fails there for privileges. -- Thanks Dan Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54284
  - 2
    - Outlook should let me change the meeting organizer. ---------------- 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=93fbae41-4fc9-4751-a032-c6be17615eee&dg=microsoft.public.crm Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54283
  - 3
    - CRM 3.0 Exchange Router fills event log with errors I've installed CRM 3.0 Exchange router according to Microsoft's documentation and the suggestions I found on this mailbox. However, the service is not working. The error message in the Event Viewer is Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Opening the inbox folder of mailbox: crm failed (System.InvalidCastException: No such interface supported at ADODB.RecordClass.Open(Object Source, Object ActiveConnection, ConnectModeEnum Mode, RecordCreateOptionsEnum CreateOptions, RecordOpenOptionsEnum Options, String UserName, String Password) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxMessages(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox)). ---> System.InvalidCastException: No such interface supported at ADODB.RecordClass.Open(Object Source, Object ActiveConnection, ConnectModeEnum Mode, RecordCreateOptionsEnum CreateOptions, RecordOpenOptionsEnum Options, String UserName, String Password) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxMessages(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxMessages(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. The web site linked provides no further information on the issue, however. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54281
  - 4
    - CRM 3.0 laptop client - compilation error The error below appears in the CRM 3.0 laptop client regardless of what CRM item is selected (i.e., Sales, Marketing, New Record...) The problem only exists for a single user (right now we're only testing it on two machines) using the laptop client. For this user, on this machine, they are able to use MS CRM successfully using both the web client and the desktop client. How exactly does the laptop client work? Why is it trying to compile on the user's laptop? We noticed that the "nostdlib" switch does not have the "/" preceeding it which seems to be the reason for the compilation error -- but how do we resolve this problem? Multiple uninstallations and reinstallations and repairs have only produced the same consistent error every time. The issue seems to be isolated to just one laptop (we're only testing on two laptops right now). This laptop has Win XP SP2, .NET Framework 1.1, 2.0, Microsoft Visual Studio .NET 2003. ---------------------------------------------- Server Error in '/' Application. -------------------------------------------------------------------------------- Compilation Error Description: An error occurred during the compilation of a resource required to service this request. Please review the following specific error details and modify your source code appropriately. Compiler Error Message: CS2001: Source file 'nostdlib' could not be found Source Error: [No relevant source lines] Source File: Line: 0 Show Detailed Compiler Output: C:\Documents and Settings\AKato> "c:\windows\microsoft.net\framework\v1.1.4322\csc.exe" /t:library /utf8output /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\0fef8323\0096e645_e6dac501\microsoft.crm.application.components.core.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\5918b3e1\0047ef5e_e6dac501\microsoft.crm.application.safehtml.dll" /R:"c:\windows\assembly\gac\system.web.services\1.0.5000.0__b03f5f7f11d50a3a\system.web.services.dll" /R:"c:\windows\assembly\gac\microsoft.crm.platform.server\3.0.5300.0__31bf3856ad364e35\microsoft.crm.platform.server.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\8f6db85b\002e5d3c_e6dac501\microsoft.crm.setup.diffbuilder.dll" /R:"c:\windows\assembly\gac\microsoft.crm.application.outlook.addininteropproxy\3.0.5300.0__31bf3856ad364e35\microsoft.crm.application.outlook.addininteropproxy.dll" /R:"c:\documents and settings\akato\local settings\application data\assembly\dl2\r5ltelcb.vk8\5a620goj.bv8\fc22a523\80c4f53c_e6dac501\microsoft.crm.application.host.dll" /R:"c:\windows\assembly\gac\microsoft.crm.objectmodel\3.0.5300.0__31bf3856ad364e35\microsoft.crm.objectmodel.dll" /R:"c:\windows\assembly\gac\microsoft.crm.outlook.platform.comproxy\3.0.5300.0__31bf3856ad364e35\microsoft.crm.outlook.platform.comproxy.dll" /R:"c:\windows\assembly\gac\system.data\1.0.5000.0__b77a5c561934e089\system.data.dll" /R:"c:\windows\assembly\gac\system.web.mobile\1.0.5000.0__b03f5f7f11d50a3a\system.web.mobile.dll" /R:"c:\windows\assembly\gac\microsoft.crm.application.syncqueueinterop\3.0.5300.0__31bf3856ad364e35\microsoft.crm.application.syncqueueinterop.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\9d71ae32\00b5f03f_e6dac501\microsoft.crm.application.outlook.offlinesync.dll" /R:"c:\windows\assembly\gac\microsoft.crm.nativeinteropproxy\3.0.5300.0__31bf3856ad364e35\microsoft.crm.nativeinteropproxy.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\2f86c5d1\80b3124a_e6dac501\microsoft.crm.application.components.application.dll" /R:"c:\windows\assembly\gac\microsoft.crm\3.0.5300.0__31bf3856ad364e35\microsoft.crm.dll" /R:"c:\windows\assembly\gac\system.drawing\1.0.5000.0__b03f5f7f11d50a3a\system.drawing.dll" /R:"c:\windows\assembly\gac\system.xml\1.0.5000.0__b77a5c561934e089\system.xml.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\0f63adb0\80e0434b_e6dac501\microsoft.crm.application.pages.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\ae61b858\80e0434b_e6dac501\microsoft.crm.application.components.strings.dll" /R:"c:\windows\assembly\gac\microsoft.crm.entities\3.0.5300.0__31bf3856ad364e35\microsoft.crm.entities.dll" /R:"c:\windows\assembly\gac\microsoft.crm.platform.sdk\3.0.5300.0__31bf3856ad364e35\microsoft.crm.platform.sdk.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\e9d0e3fc\001d7a49_e6dac501\microsoft.crm.webservices.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\10f09fa5\8086e148_e6dac501\microsoft.crm.application.components.platform.dll" /R:"c:\windows\assembly\gac\microsoft.crm.platform.types\3.0.5300.0__31bf3856ad364e35\microsoft.crm.platform.types.dll" /R:"c:\windows\assembly\gac\system.enterpriseservices\1.0.5000.0__b03f5f7f11d50a3a\system.enterpriseservices.dll" /R:"c:\windows\assembly\gac\microsoft.crm.managedinterop\3.0.5300.0__31bf3856ad364e35\microsoft.crm.managedinterop.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\97174110\80d21c44_e6dac501\microsoft.crm.application.components.ui.dll" /R:"c:\windows\assembly\gac\microsoft.crm.platform.proxy\3.0.5300.0__31bf3856ad364e35\microsoft.crm.platform.proxy.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\419c095c\00b5f03f_e6dac501\microsoft.crm.application.components.sdk.formcontrols.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\temporary asp.net files\root\45bf2680\6c194b97\assembly\dl2\d3fdeccc\000f5342_e6dac501\microsoft.crm.reportingservices.dll" /R:"c:\windows\assembly\gac\system\1.0.5000.0__b77a5c561934e089\system.dll" /R:"c:\windows\assembly\gac\system.web\1.0.5000.0__b03f5f7f11d50a3a\system.web.dll" /R:"c:\windows\microsoft.net\framework\v1.1.4322\mscorlib.dll" /out:"C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\Temporary ASP.NET Files\root\45bf2680\6c194b97\3qtat2-c.dll" /debug- /optimize+ /warnaserror /w:1 nostdlib "C:\WINDOWS\Microsoft.NET\Framework\v1.1.4322\Temporary ASP.NET Files\root\45bf2680\6c194b97\3qtat2-c.0.cs" Microsoft (R) Visual C# .NET Compiler version 7.10.6001.4 for Microsoft (R) .NET Framework version 1.1.4322 Copyright (C) Microsoft Corporation 2001-2002. All rights reserved. error CS2001: Source file 'nostdlib' could not be found Show Complete Compilation Source: Line 1: //------------------------------------------------------------------------------ Line 2: // <autogenerated> Line 3: // This code was generated by a tool. Line 4: // Runtime Version: 1.1.4322.2032 Line 5: // Line 6: // Changes to this file may cause incorrect behavior and will be lost if Line 7: // the code is regenerated. Line 8: // </autogenerated> Line 9: //------------------------------------------------------------------------------ Line 10: Line 11: namespace ASP { Line 12: using System; Line 13: using System.Collections; Line 14: using System.Collections.Specialized; Line 15: using System.Configuration; Line 16: using System.Text; Line 17: using System.Text.RegularExpressions; Line 18: using System.Web; Line 19: using System.Web.Caching; Line 20: using System.Web.SessionState; Line 21: using System.Web.Security; Line 22: using System.Web.UI; Line 23: using System.Web.UI.WebControls; Line 24: using System.Web.UI.HtmlControls; Line 25: Line 26: Line 27: public class global_asax : Microsoft.Crm.MainApplication { Line 28: Line 29: private static bool __initialized = false; Line 30: Line 31: public global_asax() { Line 32: if ((ASP.global_asax.__initialized == false)) { Line 33: ASP.global_asax.__initialized = true; Line 34: } Line 35: } Line 36: } Line 37: } Line 38: -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.2032; ASP.NET Version:1.1.4322.2032 Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54279
  - 5
    - where does the info used to render the field on the form get stor When I add a field to a form Using CRM form editier, where does the information used to render the field on the form get stored in the database? Mike Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54278
  - 6
    - CRM Toolbar Missing in Opened Email View We have CRM 3.0 installed on SBS 2003 and Outlook Client installed on the client machines. All clients are working fine, except one. On one machine, the CRM Toolbar is fully functional in the main view in Outlook 2003, but when you open an email, the "Track in CRM" - "View in Crm" toolbar is missing. With an email open, I've looked in the View / Toolbars - and the "Microsoft CRM" option is not even listed. I've tried completely uninstalling and reinstalling Outlook and CRM 3.0 Outlook Client, and the menu bar is still unavailable. Any suggestions would be appreciated Donna Patton Green Investment Management, Inc. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54275
  - 7
    - 5000 Character Limit (nText) Is there a way to get beyond the 5,000 character limit for an nText field in CRM. I understand this is not an SQL limitation, it seems to be a limitation at the client and/or platform layer in CRM. I often have customers who want to store more than the 5k limit in these fields. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54273
  - 8
    - conditionally show fields or tabs allow users to conditionally show fields or tabs based on the contents of another field ---------------- 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=5244c69b-56c2-4c18-8d1e-70923493ff9a&dg=microsoft.public.crm Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54267
  - 9
    - Delete Relationships Entity I am trying to figure out how to do remove or delete the relationships entity from the left side of the Contacts and the Accounts (and all other entities). Deleting the entire entity seems extreme. Is that the only way to get rid of it? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54266
  - 10
    - DMF on Dutch CRM version This is a multi-part message in MIME format. ------=_NextPart_000_0050_01C6415B.AAEB8930 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I tried using the DMF the other day to see if it could help me with = importing data... I ran it against a dutch 3.0 SBE. I imported the users, sites, business = units, etc... And it gave me the right number of records. I then loaded the Accountbase table with the data that I wanted to = import. The next step was matching the data, but it didn't show me any users, = sites or business units... Can this be related to the Dutch version, or am I simply missing = something? Thanks in advance, --=20 Erik van Hoof CWR Mobility Check our weblog at: http://www.cwrmobility.com/weblog ------=_NextPart_000_0050_01C6415B.AAEB8930 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2802" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>I tried using the DMF the other = day to see if=20 it could help me with importing data...</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>I ran it against a dutch 3.0 SBE. I = imported the=20 users, sites, business units, etc... And it gave me the right number of=20 records.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>I then loaded the Accountbase table = with the data=20 that I wanted to import.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>The next step was matching the data, = but it didn't=20 show me any users, sites or business units...</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Can this be related to the Dutch = version, or=20 am I simply missing something?</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Thanks in advance,</FONT><FONT = face=3DArial=20 size=3D2><BR>-- <BR>Erik van Hoof<BR>CWR Mobility<BR>Check our weblog = at: <A=20 href=3D"http://www.cwrmobility.com/weblog">http://www.cwrmobility.com/web= log</A></DIV> <DIV> </DIV> <DIV></FONT> </DIV></BODY></HTML> ------=_NextPart_000_0050_01C6415B.AAEB8930-- Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54263
  - 11
    - v3.0: Changing Navigation Bar Titles Is it possible to rename the folders on the Left Navigation Bar? Example: any new entities I create are automatically placed under a Workplace folder titled "Extensions". If I want to rename this from Extensions to something different, how do I go about this? Thanks! RC Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54260
  - 12
    - How to use the DMF How do one use the DMF for the crm ? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54259
  - 13
    - Crm 3.0 importing from crm 1.2 I had to reload my SBS2003 Prem. server after hhd crash and loaded aswell sql 2005 rather than sql2000. Got crm 3.0 loaded as a fresh copy on the sql2005 std, Now I need to import the backup data bases data into the crm 3.0 from crm 1.2 backup. I have managed to restore the old crm 1.2 database onto the same server under a diffrent database name and also the metabase. How can I now import the data from the restored database into the crm 3.0 , is there any way to keep all the case and the customization form the crm 1.2 ? Thank you for your reply, i know there must be a way buy just not seem to get it right....... Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54257
  - 14
    - anyone resolved this: cannot login after upgrade to 3.0 on win2K3 server ( "contact your systems admin..") I quote this because it sounds like what happened to us today: "Upgrade install of CRM 3.0 on Windows 2K3 box. I can login as the system administrator, but can't login as any other user. I have "enabled the other users, but I get an error each time I login. The only thing it says is: ERROR. An Error has occoured. Contact your systems administrator for more information..... then I have a Try Again or Close button." Win2K3 Server 10 users active and having license on 1.2 upgrade successfully terminated the administrator can login (with restricted access box checked) no "former" user can login nor can a freshly created user the license key info (100 users in theory) indicates "100000 users" Any hint would be appreciated! Thanks a lot! Achim Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54256
  - 15
    - CRM 3.0 Redeployment tool Hi everybody, We would like to redeploy our production crm 3.0 to development/test environment. Where can I find the instructions for doing that. I cant see it in the implementation guide and also I can not find redeployment tool for crm 3.0. Is it any different from redeploying 1.2?? Thanks in advance Isil Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54255
  - 16
    - CRM v3 / Win Server 2003 We have CRM v3 on Windows Server 2000. We're experiencing some pretty bad performance and email problems. Emails frequently don't send, windows hang for minutes upon saving changes, we had a permissions error (resulting in emails not sending at all from the web client) solved by changing the app server's SMTP settings, email attachments lose their extension and appear corrupt to the recipient, and we're continually rebooting IIS on the app server to temporarily help alleviate the performance issue. We also upgraded the amount of memory on the app server to 2GB. While that helped, we're still hanging way too often and it obviously didn't have anything to do with email issues. The most recent advice I received is to upgrade our OS to Win Server 2003 b/c of its improvements to IIS. Does anyone have insight as to if this will affect the CRM installation? Or if it's just a matter of scheduling downtime for the upgrade? Also, does anybody have insight as to whether or not this will help? Also, our Exchange server is also 2000. Should we also upgrade that box? Thanks. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54252
  - 17
    - Inactive case notification I'd like to implement a workflow rule that would generate an email if a case has not had any activity in x amount of time. Looks like I could do it based upon status changes; however, I'm looking for the time counter to be reset any time a note has been added or an activity occurs. Any thoughts would be much appreciated! Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54248
  - 18
    - Installing Workflow Manager on client machine besides Server It is possible to install just the workflow manager on a client machine? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54244
  - 19
    - CRM 3.0: Unable to access CRM from the same machine I've installed CRM 3.0 on a server with four IP addresses (one for the machine and one for each Web server hosted on the machine). The DNS server maps "crm" A record to the right IP address. >From clients, I can access the CRM server using http://crm/ >From the server, I can only access CRM web server using the IP address. If I use the http://crm/ URL I always get the authentication dialog box and authentication doesn't work. Any advise? Thanks, Andrea Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54241
  - 20
    - Settings Button (administrator features) Missing in Web Brower Cli The Settings option in the web Browser client is missing on one machine but not on others. I deleted the cookies and restarted the browser and the Setting Button appears. Does anyone have a suggestion for how to correct the problem without deleting all cookies? Mark Nabors Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54240
  - 21
    - mail merge not an available option under more actions Using Outlook SFO on Version 3 CRM. Selecting Microsoft CRM > Workplace > Customers > Accounts in Outlook folder list allows me to have a mail merge option on the more actions drop down menu, but another user (who used to do this on ver 1.2) does not have the option. Any suggstions on how to enable the mail merge option for this user? Thanks, Bernie. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54239
  - 22
    - Outlook sync error One of the Microsoft Desktop Client is giving this error "This record is read-only in Microsoft CRM. Changes will not be synchronized to the Microsoft CRM system." Anyone have any idea why the MSCRM giving me this error ? it is outlook 2003 with MSCRM 3.0 desktop client. Thank You in advanced Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54237
  - 23
    - Suppress the security message in the Outlook client Does anyone know how I can suppress the message that asks me whether I would like toi let an external application acces to my Outlook address book? I don't want to disable this completely, just for CRM. Thanks Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54235
  - 24
    - Callout Security issue Hello, I'm starting to make a callout like the example in the sdk & I just want to write everything to a txt file so I can see what I'm recieving from CRM but in the eventlog I get the following error: entity: account, event: postupdate, exception: System.UnauthorizedAccessException: Access to the path "C:\Program Files\Microsoft CRM\Server\bin\assembly\Update.txt" is denied. strange huh? :) here's my code: public override void PostUpdate(CalloutUserContext userContext, CalloutEntityContext entityContext, string preImageEntityXml, string postImageEntityXml) { TextWriter log = TextWriter.Synchronized( File.AppendText(@"C:\Program Files\Microsoft CRM\Server\bin\assembly\Update.txt")); log.WriteLine("PostUpdate"); log.WriteLine("ObjectType: " + entityContext.EntityTypeCode.ToString()); log.WriteLine("ObjectId: " + entityContext.InstanceId.ToString()); log.WriteLine("CreatorId: " + userContext.UserId.ToString()); log.WriteLine(); log.Close(); } Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54234
  - 25
    - Publishing Menu in MS CRM 3.0 Hi Professionals, I have successfully installed MS CRM 3.0. Default site is set on port http://localhost/5555. Here I am not able to see the menu, Accounts, Contacts..etc.. I tried published available customizations, but still I was not successful. Created new user in AD and added this user in CRM with full rights by assigning all roles to the newly created user. Can anyone guide me in publishing menu on the site? Thanks for reading my post. Adhik Kadam Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54233
- Next
  - 1
    - PDF extention lost when mailing quotes Has anyone experienced that the .pdf is removed from an email attachment when the quote is sent out of CRM (3.0 SBE Dutch Language) to a Netscape email address. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54229
  - 2
    - Event ID 5896 after upgrade from 1.2 to 3.0 As the subject, I upgraded from 1.2 to 3.0, and now everytime a mail passes through I get the following error in the Application Event: Source: CrmExchangeQueueServ Event ID: 5896 Description: An HTTP Status of '404 - Not Found' occurred while attempting to deliver a message. Please check the URL in the registry. Message subject: 'subject of mail' URL: 'http://servername/MSCRMServices/CrmEmail.srf' Checked the location above, and sure enough - there is no CrmEmail.srf file, so it throws a 404 error.. great, only - why is this file missing?!! I presume it didn't feel like upgrading it (assuming it was used in 1.2). CRM 3.0 is running on the same box as Exchange (2k3), on a W2k3 server... any ideas please anyone??? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54227
  - 3
    - Determining which Hotfix Is there a way to determine what hotfixes have been installed in our CRM database? I assume there is a table that tracks this, is there? If so, which one? James Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54224
  - 4
    - Recurring Service Activities/Appointments Has anyone found a way to create a recurring service activity or an appointment within CRM? -- Rebekah Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54223
  - 5
    - Registering Can anyone help? I am trying to register the product on-line and although the IE is working and I can surf the web, the registration box states that it can't connect to the internet. I have chacked the settings etc and all is ok. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54220
  - 6
    - include Company logo in email template I would like to include my company logo in email template? How can i do it? I am using Microsoft CRM 3.0. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54218
  - 7
    - Field Mapping to New Entities. If you have created a field in one of your entities, are you able to display the contents of the field in another entity? If so, how do you do this? It seems as though you can't add the created field? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54215
  - 8
    - SFO - Get Offline Error When going offline SFO gets the following error: Microsoft Metadata Cache Error - No entity" Any help? tanks, vagg Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54213
  - 9
    - VS 2005 Reports & SRS 2000 I have an implementation of CRM 3.0 which is running on SQL 2000, with SRS 2000 as the report server. I was wondering if there are any issues with creating reports using Visual Studio 2005 and publishing them to the CRM implementation? When I designed a basic report and tried to load it nto CRM it came back with the cryptic "An error has occured please contact your administrator"....:) (I love the concise nature of that one) If I design reports using VS 2003 I do not experience this problem. Thanks John Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54208
  - 10
    - Adding new options in Lead source and industry Is there anybody could teach the procedures in adding new options to lead source and industry? Thanks a million!!! Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54206
  - 11
    - Migration From 1.2 to 3.0 Dear all, We want to do a new installation of CRM3.0 on a new server. How to migrate data from 1.2 to 3.0 ? (1)Somebody suggested to use data migration tools. I don't like it because I have experienced before (when I migrate Goldmine to CRM 1.2). It is very headache and time-consuming. (2)Somebody suggested to do a new installation for CRM1.2 and upgrade to CRM3.0. Does it mean I can copy the database of 1.2 to a new server and install CRM1.2 ? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54205
  - 12
    - Data Migration Framework v3.0 from ACT to CRM 3.0 Hello there I want to migrate ACT in to CRM 3.0. My company is trying CRM 3.0 implementation but we dont want to put in any initial costs of buying SCRIBE data migration tools. So we are trying out DMF to do this migration. My questions are: 1. Can i migrate ACT Accounts as CRM Marketing Leads? 2. If yes to previous Q, Then existing DMF ACT To CRM spreadsheet does not have the Data Mapping for Lead Table 3. Our ACT accounts are categorised in different groups based on the Industry, Can i migrate data as CRM Leads with same Industry specific groups? I have a very tight deadline to implement the above. Can someone help me out keeping in mind i am bigginer to MS CRM Thank you all. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54204
  - 13
    - Outlook Client not able to connect.. Dear All, I have installed my MS CRM v 3.0 on Windows 2003 SBS. I am encountering the following two problems. 1. When I click on Reprots, it is prompting for Error msg "An Error has occured and contact your System Administrator." 2. When I install outlook client on my client OS (win 2000), I am not able to connect to CRM Server. Error Msg: "There is a problem in communicating CRM Server, please try again later, if the problem persist again contact your system administrator." How can I rectify this problem? Please advice. Thanks Patric Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54198
  - 14
    - CRM 3.0 Desktop Client Install and SBS Monitoring Error I am working on the client installs for CRM SB on SBS 2003. Despite helpful assistance from this NG I have reached the point of calling Microsoft on one of my notebook installs. Before calling them, I thought I should attempt to get as many client installs completed as possible then look to get all my unresolved issues answered simulataneously. To date, I have 2 notebook installs complete and working and the 1 notebook install that is awaiting my MS call. In SBS, all but the users have been setup using the Power User template except my own, which used the Administrator template. To reduce confusion I will refer to the users below as follows: AdminUser - Me NBUser - Other working notebook user. DTUser - New desktop user. So I started installing desktop clients.....The first one appears to have installed correctly however when I log onto the domain with the user's credentials and Outlook is opened I get the "there is a problem communcating with the Microsoft CRM server" error. My corrective actions thus far have been: crmserver.domain.local added to Intranet zone in I All pop-up blockers have been disabled. XP firewall is disabled by default group policy. If I attempt to use the Web Client under the same DTUser account I am re-prompted for crendentials and not allowed access. Using my AdminUser domain login, and the DTUser's credentials for the CRM web client login, I have no problem getting in. If I modify DTUser's Intranet Zone security in IE to "Automatic logon with current username and password" both the web client and the Outlook client work with using my login. To add confusion to the chaos, NBUser's account (working) was created at the same time as the non-working desktop user, using the same Power Users template as mentioned above. Even stranger NBUser, while working fine on his notebook, experiences the same difficulties as DTUser, when attempting to login on using his desptop machine. Also, if I close the errors in Outlook an then select the CRM sections it appear to work fine...... I enabled monitoring in SBS and have been receiving the following error every 10-15 minutes ever since. http://CRM:5555/MSCRMServices request failed: Critical condition. HTTP Status: 400 Bad Request Response Time (msec): 0. (WMI Status: 0 ) Should I try moving CRM to a different ip in IIS. One that does not need the 5555 port? Is changing the entry in IIS and repointing the clients registry entries all that is required for this or does it require a re-install of the Server Application? Any other suggestions for moving forward? Thanks, John Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54197
  - 15
    - How do I get an email out of in-progress? I just started learning to use queues. I've got email arriving in queues, and I can assign, and then have that user accept. Then it's in that user's in-progress. That's where I'm stuck. How do I get the email out of in-progress? What do I do when the email is processed? How do you tell MS-CRM that the email is processed and no longer has to remain there cluttering up the users in-progress screen? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54195
  - 16
    - GrantAccessToExchangeMailRootAction Hi All, I am attempting to upgrade from CRM 1.2 to CRM 3, and I keep running into a roadblock. The setup goes very well until it reaches the action Microsoft.Crm.Setup.Server.GrantAccessToExchangeMailRootAction. It then proceeds to stop making progress. The server is not frozen or anything, it just never gets past that point in the install. I end up having to kill the task in task manager. I have no clue what could possibly be causing this...can anybody help?!?!? Any suggestions would be appreciated. Thanks in advance, Trevor Gibson System Administrator Pacific Coast Systems, Inc. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54193
  - 17
    - Duplicate SQL SPN I ran the crm advisory upgrade (to upgrade from 1.2 to 3.0) and I received an error regarding the uplicate sql server spn. I used ldp.exe to find the duplicate records and I used ADSI.exe to delete the duplicate record, and after that I restarted the SQL server and the ran the advisory tool again but the error was stiull there, furthermore the none of the users were able to log back into CRM. I was able to retrieve a backup of the server so CRM 1.2 is running fine now. But What did I do wrong? and how could I fix this? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54189
  - 18
    - Missing Inboxes In CRM 1.2 there were 4 mailbox folders in My Workplace. In my 3.0 test installation I only see two (Assigned and In Progress). Why are the 2 others missing? Are they no longer used in 3.0? Ty. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54188
  - 19
    - Limit entity access by Business Unit Hello All, Ok, this should be a simple one, but when attempting to set this up, it did not work. The structure I want to set up is the following: Root Business Unit Root Business Unit entities (contacts, cases...) 1st Sub Business Unit 1st Sub Business Unit entities 2nd Sub Business Unit 2nd Sub Business Unit entities Pretty simple, right? The permissions would be as follows: Users who belong to the root BU can see all entities throughout the system. Users who belong to a Sub BU would only have access to entities belonging to that Sub BU. I was under the impression that this was the built-in behaviour, but when I set this up, and logged on as a Sub BU user, I was able to view all entities. I should probably mention that all of the entities existed prior to setting up the Sub BUs. The platform is CRM 3.0 upgrade from 1.2. Cheers! Jon Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54187
  - 20
    - Setting User Timezones Is there a way to automatically default all user timezone codes to Eastern so that all users are not required to go to their Options settings the first time they login to change their timezone default? Right now, all user timezone codes are defaulting to Pacific. Thanks. Chris Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54180
  - 21
    - Exporting Marketing lists to Excel for mailing We have CRM 3.0, and I am trying to export a Marketing list to Excel with names, addresses etc to be forwarded to a mailing house, for a catalog mailing. I have 745 added members to the list from leads using criteria and manual picking (out of 4500 leads). When I goto export to excel, first try was using static, but it only exports the 3 default columns, not address. I can't find the view for marketing lists to modify to add more columns. When I try to export using Dynamic worksheet and pick address columns, the resulting list in excel is ALL 4500 leads, not just the 745. This seems to me to be a bug. Am I missing a step? Is there another way to do this? Any help would be much appreciated. thanks, Malcolm Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54179
  - 22
    - Full-text Index error Attempting to upgrade to 3.0 and the CRM database check issues a warning that:The full-text indexes on the Microsoft CRM database are not consistent with Microsoft CRM 1.2 full-text indexes. I don't see a full-text catalog listed for any of the crm databases Any ideas? -- Tad Thompson Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54177
  - 23
    - Problem with 3.0 Client installation When I try to install the Outlook client for CRM, the installation tells me that Outlook is not installed. I have Outlook 2003 with Office SP2 installed. Everything should be fine. Any ideas? Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54174
  - 24
    - Importing MYSQL databases into CRM 3.0 Hi, Our website portal - an ecommerce store that offers consumer electronics are built on a MYSQL database. We will like to import our Website customer database into CRM 3.0 on a daily basis. Benefit, 1) When customers email us, we can check the history of its purchases (mapped to email address), time of purchases, date of shipment with a click of a button. Is this possible with Microsoft CRM 3.0; if so, is it a easy task that can be dealt with on a daily basis or can be scheduled and automated? thanks Alan Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54173
  - 25
    - License I'm working at a Microsoft Gold Certified Partner company, we received the Microsoft CRM 3.0 CDs and we want to upgrade from 1.2 to 3.0. I nhave no idea about how the licensing thing work. Could someone please tell me if the CDs distributed to gold partners allow the partner to use them at no additional licensing fees? I need som explanation please. On the CD i rad that we are allowed 100 installs. Tag: CRM 3.0 - Auto Assigning Leads in a round robin assignment Tag: 54162

Is there any way to use work flow to automatically assign leads to varius
salesman as the leads come in.

Re: CRM 3.0 - Auto Assigning Leads in a round robin assignment by Matt

Matt
Tue Mar 07 02:18:15 CST 2006

With v3.0, you can write a .Net assembly that you can call from workflow.
This could be used to cycle through a list of reps and process the
assignment.

--

Matt Parks
MVP - Microsoft CRM

"Dave M." <Dave M.@discussions.microsoft.com> wrote in message
news:7D3A034A-B8A5-430D-943B-FBE4525BB013@microsoft.com...
Is there any way to use work flow to automatically assign leads to varius
salesman as the leads come in.

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