Auto Workflow processes

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- Previous
  - 1
    - Mapping Quote Product to Order Product to Invoice Product Hi, I've got some custom attributes in the Quote Product, Order Product and Invoice Product to hold some extra information regarding the customer's order (customised dimensions, unique serial numbers, etc). Write-In Products isn't an option - I need to use Existing Products to make data entry easier for the sales people (follows price list automatically). The problem is, when I convert the Order to an Invoice, the information in the custom attributes of the Order Product do not get passed over to the Invoice Product. I've tried looking in the relationship section of the Order Products and I don't see anything that I can use to map the data over to the Invoice Product. Thanks, I'd appreciate any help. mc Tag: Auto Workflow processes Tag: 56177
  - 2
    - Integration Do we know yet when crm 3 integration to GP (great plains) will release? It's great that MS keeps their customers informed :-( -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Auto Workflow processes Tag: 56176
  - 3
    - New Installation of CRM 1.2 After receiving the message that CRM 1.2 has been successfully installed, I find Microsoft CRM Version 1.2 under the WetSites in Internet Information Services. However, when workflow monitor, Logon message to type the url of the microsoft CRM Server you want to monitor. Terget Microsoft CrM Server and localhost is default. The error server locahlost is not responding. This might hapen if it is currently unavailable or it is not a Microsoft CRM Server. For more informaitiojn, contact System Administrator. THAT'S ME. IIS is obviously installed, Exchange server is installed, MS SQL 2000 is installed and Crm 1.2 is installed. Can anyone advise why I cannot bring up the program? third times a charm. This is the third installation of complete 2003 enterprise edition. and, reinstall of all the above listed products. Properties of microsoft CRM Versiion 1.2 are as follows Description: microsoft CRM VErsion 1.2 Ip Address: all unassigned, I have tried using the local IP Address Without success TCP port: 8099 SSL port: 8098 The site has been extended from the administration site. Thx jerryc Tag: Auto Workflow processes Tag: 56175
  - 4
    - Case and reference numbers vs tracking with tokens Hello, Since the lack of documentation available, I would like someone to tell me if I understand the behaviour of CRM 3.0 services from webcrm: 1. I have a 'support' mailbox with a 'system' maibox which converts my e-mails into activities. 2. When a cutomer sends an e-mail to the 'support' mailbox, it is converted in an activity by the 'system' mailbox but I can't convert it automatically to a 'case' (available with a third party extension or sdk coding with .net) . From the open e-mail window, I select 'new -> case' and I manually create a 'case' for this issue. 3. Once it is saved, I have a workflow rule that sends an e-mail to the customer that there is an open case on his/her issue assigned to an 'owner' with a 'request' number on the subject line 'CRM:xxxxx' and a case reference number in the body 'CAS-xxxx-xxxx' (all this from a template already available). 4. The e-mail window is still open so I attach the newly created case with the 'Regarding' drop down list, save and close it, and then to remove it from the queue, delete-it (it is now stored in all activities with a reference to the case). My questions are: - Do these steps make sense so far? - From point 3, the customer has received an e-mail from the 'owner' of the case and not the 'support' e-mail. If he replies back to this e-mail, it will go into the owner mailbox only. To be treated by the crm system it needs to be sent by (and reply to) the 'support' user! How can I modify this without having the client to create a new mail to 'support' and placing the token in the subject line instead of replying to the owner ? - In the e-mail of point 3, the 'request' number is used by the crm server which is on the subject line for tracking purposes but I can find where to use it in the system to do a search on a case (no association). I need to use the 'case' number to track down a case in the system... If I understand, to reply by e-mail, the client needs to use the 'request' number and if he calls, he needs to use the 'case' number? - How can a CSR be alerted when a e-mail is sent back with a token and attached to a case without having to look in the associated activities of the case? I apologise for the lenght of the post but I would really appreciate your opinions on how I proceed. Many thanks Claude R. Tag: Auto Workflow processes Tag: 56172
  - 5
    - Website displays in entire window. I am currently working in a project that require intergrating a web based document management tool with CRM. The tool requires the user to login (which is done via a auto login script). During the initial onLoad for a selected account the (homepage/ resulting search) does not stay contained in the IFRAME. In fact the resulting web page take over the entire window. This behavior only happen on the initial login. As long as CRM is not canceled the document management tool sees the user as logged in and all subsiquent querys by account ID execute and display in the IFRAME. Tag: Auto Workflow processes Tag: 56166
  - 6
    - Distributtor Order Hi, As a reseller, each product we sell to our customers we need to buy from our distributers. I would like to use CRM to control our order to distributers, with cost price, not reseller price. And it's very interesting to link each customer order to the corresponding distributor order. Any idea ? -- Andrea Campelo TECNOATIVA Tag: Auto Workflow processes Tag: 56165
  - 7
    - Quote to Invoice - Why use ORDER ? Hi, I think the QUOTE entity is enough to control the sales process. I think it's not necessary in my business to use ORDER entity. Can I convert a QUOTE with a WON state to INVOICE without using an ORDER ? Am I missing anything with the ORDER entity ? -- Andrea Campelo TECNOATIVA Tag: Auto Workflow processes Tag: 56164
  - 8
    - CRM 3.0 bulk import - contacts - 15 records Hi, I am trying to import large number of contacts into the crm. I have csv file which contains all those records. While importing those records through bulk import tool in CRM, it looks to me that crm only imports first 15 records in one go !! If I then remove those first 15 records from csv file & try again, the it imports next 15 !! Is this a limitation or is there any setting available for this number ? I have crm 3.0 for SBS. Regards, Atul Tag: Auto Workflow processes Tag: 56163
  - 9
    - upgrading crystal reports to reporting services are there any tools for upgrading crystal reports to reporting services? is the new crm 3.0 reporting section based on Web Services as the crystal reports were? or is it based on direct queries to the database? Tag: Auto Workflow processes Tag: 56162
  - 10
    - CRM 3.o and External Connector license Hi, Just wanted to make sure about this licensing option. As far as I understand, if I purchase the external connector license, nothing really gets installed to CRM. In other words external connector license does not increase the number of possible CRM users in the CRM system? And if that is correct, then the external users that use some type of custom portal to interact with the CRM system, do not need to be CRM users. Any comments regarding this licensing option are greatly appreciated since I couldn't find too much information about this even from MS CRM marketing materials. Thanks. Tag: Auto Workflow processes Tag: 56153
  - 11
    - Error viewing CRM 3.0 reports Hello, I am seeing the following error when I try and view reports from within the CRM interface. Reporting services is on a different server, and is Reporting Services 2005. The report viewer comes up but contains this error: An attempt has been made to use a rendering extension that is not registered for this report server. (rsRenderingExtensionNotFound) Has anyone seen this or know what might be causing it? Thank you! Tag: Auto Workflow processes Tag: 56149
  - 12
    - Changing business units When you change a users Business Unit, do all of the records they own go with them? The reason I ask is that we have created a Sales Manager role with Business Unit level access. We made her the manager on a Salesperson user record, and changed the Business Unit of the Salesperson accordingly. However, the Sales Manager can see only new records. The existing records don't show up. Is there some other action we need to take in order to move the records into the new business unit? -- Sydne Strong Tag: Auto Workflow processes Tag: 56147
  - 13
    - Advanced Find question Maybe this has been answered here before, but I was unable to locate the answer. I created a new attribute and placed it on the Phone Call form. I want to use this new attribute as a search criterion in Advanced Find, but the attribute does not show up in the Advanced Find Field list. Is it not possible to search for custom attributes in Advanced Find? Thanks, -Rick Tag: Auto Workflow processes Tag: 56140
  - 14
    - Custom entity extremely slow to load in browser... ...but not in Outlook The custom entities I have created that have more than 50 or so records seem to take forever to load in the browser when I'm looking at a view of "All Active Custom_Entity". It takes up to two or three minutes, browser actually goes into (Not Responding) condition, then finally loads. When I look at the same type of view through the Outlook client it loads within a couple of seconds. This is using the Desktop/Connected version of Outlook, so it's not pulling from a local/offline database on the client. Any known issues with this, or are there some db indexes that may need to be added manually to custom entities in the db? Thanks Brian Tag: Auto Workflow processes Tag: 56139
  - 15
    - Script to calculate money value in field Hi Does anyone know of a script that allows you to muliple one field by another. Basically, I want to be able to enter a figure in one field and mulitple it by a value i.e. enter 10 into a product field and in a total value it automatically caculates the total product value of â?¬1000 (so it mulitples the product field of "10" x value of â?¬100) Any help would be appreciated. -- Mike Tag: Auto Workflow processes Tag: 56137
  - 16
    - IIS Internal Server Error (500) when installing Hi all, I am testing the CRM v3 on a newly installed computer with Active Directory in native mode, IIS, SQL 200 and Exchange 2000 on Windows Server 2003 sp1. When I reach the System Requirements page (Verification Descriptions and Results) I get an "Error accessing URL http://SERVER: The remote server returned an error (500) Internal Server Error IIS is correctly installed on the server, if I type http://server I get the default "Under construction" page, I don't use host headers and don't have any other virtual web configured. I did the same installation on a Virtual PC without any problem... Thanks for your help Eric Tag: Auto Workflow processes Tag: 56135
  - 17
    - Track in CRM (3): Sometimes work, sometimes does not Hi there!! SET-UP: Outlook 2003 CRM 3 client for LAPTOP I have a user that seems to have encounter a strange problem... When he click on the "TRACK IN CRM" button in an open email, he sometimes get an error message, but sometimes he doesn't. The error is; "An error occured promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action." I doubt very much that it is a question of permission, the user having administrator role on the CRM. Anyone as a "hint" of where I can look to troubleshoot this challenge, or the solution to it. Thank you in advance! Tag: Auto Workflow processes Tag: 56133
  - 18
    - SQL 2000 Reporting Service/Reports on MS CRM 3 web - allowing for FQDN? Hi, A bit of background. We have a deployment of CRM 3.0 installed and working fine on our Windows 2003 CRM server in a Windows 2003 AD. Still having problems with clients on Outlook (PC's are not a member of a domain), but playing with the web-based interface for now. Got a problem with the Reports part of CRM - this is based on the standard Reporting Services for SQL Server 2000 (SP4) - hence I've sent to public.sqlserver groups also. Clicking on Reports in CRM web takes you to the list of available reports fine, but when you try to 'Run report', it returns a 401. I know why this is happening, and a basic workaround proves it, but am looking for a decent server-side resolution. We have an AD (e.g. domain.com), with CRM/SQL installed on a box within a child domain (comp.domain.com). However, our web caching, proxy, DNS for the root of the our domain (domain.com) is not handled by the AD, its handled by our Unix/Sun guys. If we connect to the CRM reports via the web on an AD member PC, 'Run report' works fine for each report because it knows that our CRM/SQL Reporting server (sake of example called crm1), is in the domain, and that its Windows hosts name is http://crm1 ( = http://crm1.comp.domain.com). The problem is calling the reports from a non domain member fails with a 401 because it tries to call http://crm1 (i.e. no FQDN), and thus goes to our Unix-based domain/DNS and tries to resolve to http://crm1.domain.com, not crm1.comp.domain.com. Hence it fails. I've proved that if I bung a hosts entry in C:\Windows\System32\Drivers\etc\hosts to resolve crm1 to the IP, it corrects the problem, but we don't want to have to maintain host files in our total IP-based network, and our CRM deployment might eventually have >1000 clients - some on domain, others not, some on trusted domains, some remote users. I might be able to get our Unix/Sun bods to some fiddle redirect their end, but would prefer to keep everything within our Windows set-up. Having looked at one of the reports in C:\Program Files\Microsoft CRM\Reports\MSCRM on our CRM/SQL server, e.g. "User Summary.rdl", we can see that the code for this report is calling the following variable: Parameters!CRM_serverURL.value Which is presumably pulling this from somewhere (SQL database? a config file in CRM? IIS?) and thats whats resolving it to http://crm1. The question is, does anyone know where this parameter is pulling its data from, because if so, can I change it to reflect http://crm1.comp.domain.com and thus ensure that the Reports section always uses the FQDN to work? Thanks in advance, Steve (P.S. Happy to clarify anything if unclear) Tag: Auto Workflow processes Tag: 56129
  - 19
    - CRM 3.0 Outlook client doesn't appear to synchronize behind the sc It appears that, while the CRM 3.0 client for Outlook should be synching behind the scenes, it is not. Explicit requests to synch still must be made from the Outlook interface. Furthermore, when the the client finds itself unexpectedly without connection to the CRM server, the date that is reflected in the message box that pops up confirms that the data you will be using offline is data that is from the last explicit synch date. Can someone confirm/deny/advise on this? It sounds like there is either missing functionality or more setup steps for the client or server. Thanks. Tag: Auto Workflow processes Tag: 56128
  - 20
    - New idea & need help www.geocities.com/java_4_asu Tag: Auto Workflow processes Tag: 56125
  - 21
    - 1.2 CRM - case rolling up to account level I noticed that when our Customer Support area creates a case and links this case to a Contact Record (the contact record in turn is linked to an Account Record) and they open up the associated Account record, click on the "Cases" tab, all cases linked to this account should be visible. This does not appear to be the case. Does 3.0 act the same way as v1.2? Tag: Auto Workflow processes Tag: 56123
  - 22
    - Has anyone successfully installed CRM on SBS? Has anyone successfully been able to install CRM3.0 on a SBS2k3 server and if so do you have a walkthrough of steps to get this installed and working correctly? Tag: Auto Workflow processes Tag: 56122
  - 23
    - Has anyone installed CRM 1.2 on a Win Server 2003 DC? Hi, I want to know if we can install CRM 1.2 on a DC with Windows Server 2003 SP1? If yes, then has somebody faced any performance problem? Thanks and Regards, Harshad Tag: Auto Workflow processes Tag: 56118
  - 24
    - Assigned cases in both "assigned" and in "progress queue"? In the training material for the service management course, there's a question about cases that are assigned to a user. The question is "where does a case go when it's assigned to a user?". According to the appendix, the correct answer is "the user's in progress queue" AND "the user's assigned queue". Is this really correct? When I assign a case to myself, it appears only in the "assigned" area, and after accepting, it's moved to the "in progress" area. Not in both as the training material says. Does anyone know if this is just a printing error? Tag: Auto Workflow processes Tag: 56115
  - 25
    - Not able to send email directly from CRM... Using MS CRM 3.0 on SQL 2005. Email Router is installed on Exchange Server 2003. When I send an email from CRM, it goes to History record with Email ID however it is not actually transmitted to the recipient. We can however send the email through Outlook and track the email to CRM. Can anyone give a clue why we are not able to send email directly from CRM interface. We must be missing something. Tag: Auto Workflow processes Tag: 56114
- Next
  - 1
    - Import Customiztion Can I Import Customization to a CRM 3.0 SMALL BUSINESS EDITION , which took from a Microsoft CRM 3.0 Professional Edition. Tag: Auto Workflow processes Tag: 56112
  - 2
    - Business Contact Manager import error Hi All. I'm using the new Data Migration Pack for Microsoft Dynamics CRM 3.0. to import data from Microsoft Business Contact Manager into a new, clean, CRM 3.0 system. The import is failing, and I don't know why. I get as far as Map Users > Map Territories > Mapping Summary. When I click 'Configure' the migration stops with an unexpected error. I've included an extract of the activity log below, which shows more details. Any help or suggestions would be greatly appreciated! R 28/03/2006 11:38:11------>Next Screen Request: From ConfigurationSummary screen To ConfigureCRM screen 28/03/2006 11:38:12------>Initializing CDF database... 28/03/2006 11:38:22------>Resolving Outlook with Business Contact Manager configuration IDs to Microsoft CRM 28/03/2006 11:38:22------>Application Terminated: Unable to write into CDF database. 28/03/2006 11:38:22------>Application Terminated: Unable to resolve CDF database IDs Tag: Auto Workflow processes Tag: 56111
  - 3
    - CRM 1.2 8000bytes limit problem, how to remove old fields? Hi all, I run into the problem of the 8000bytes limit. There are some old customfields that I could remove (loss of data is ok). Now I heared, there's a way of doing it directly on the database, could anybody explain it to me? There's still no way to do it with the customization-tools, right? Thank you all! Peter Widmer Tag: Auto Workflow processes Tag: 56108
  - 4
    - Reporting anyone ? I installed CRM 3.0 on 2 different SBS 2003 premium servers and on each one of them there seems to be a problem with the reports. When showing reports they many times show no data or there seems to be sub reports I can click and then they show some information. Some of the graphics aren't ok either. Anyone experienced anything like this. And to say I had a lot of trouble with sp1 to sbs, had to add new spn to get crm 1.2 working so that I could upgrade to CRM 3.0. Anyone ? Jack Tag: Auto Workflow processes Tag: 56105
  - 5
    - a drop down field WITH the ability of free input I would like to be able to create a drop down field WITH the ability of free input thanks ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=a02bd60d-12b8-4620-8a83-52ee95f5b56c&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56104
  - 6
    - CRM 3.0 - Adding data Hi I am building a CRM 3.0 Virtual PC development environment, and I want to populate the CRM with test data. I have seen the Adventure Works Cycle CRM Virtual PC, but it uses SQL Server 2005. We are using SQL Server 2000. How can I get the Adventure Works data into my Virtual PC? Are there any scripts anybody has developed to add a heap of data into CRM? Tom Tag: Auto Workflow processes Tag: 56103
  - 7
    - placeholder questionmark (?) Hi, in the Microsoft CRM search you can use the star (*) as placeholder for several characters. Is there also the possibility to replace ONE character by a placeholder? Like the questionmark? Example: search string: Ma?er results: Maier, Mayer and Maller, Manner etc. should not be found. Thanks Tag: Auto Workflow processes Tag: 56102
  - 8
    - CRM - add images to an article (knowledge basis) ---------------- 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=ae191cd0-5acb-4d8a-b429-18ff05fd0122&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56101
  - 9
    - to add links in a article (knowledge basis) ---------------- 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=162f4368-a878-457d-8264-23160647a1c2&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56100
  - 10
    - Attachment and Company logo in e-mail I have a specific requirement of sending attachment with the e-mail and also include company logo in the e-mail. I am not able to achieve this. Attachment can be made to a direct e-mail as a workrule, but company logo cannot be put. If i use an e-mail template, i can put the logo but not the attachment. Any way of achieving both? Any help in this direction is greatly appreciated. Tag: Auto Workflow processes Tag: 56093
  - 11
    - execute FireOnChange() from another Form can i execute a FireOnChange event on a field from a another form? For example: In the OnSave() event from QuoteProduct form, execute the FireOnChange() event of the totalamount field in the Quote Form Thanks Enrique Tag: Auto Workflow processes Tag: 56092
  - 12
    - Some attributes are not available in Advance Find I have noticed that there are some attributes such as Account - territorycode is not available when using advance find. Is there a fix available? Tag: Auto Workflow processes Tag: 56083
  - 13
    - how to install DEMO Using the link: http://www.microsoft.com/downloads/details.aspx?FamilyID=a8edfc7b-01d8-4500-845b-01370d4eed21&DisplayLang=en how to get the demo to install? Installation just hangs. Thanks PS. I have Virtual PC Tag: Auto Workflow processes Tag: 56076
  - 14
    - CRM 1.2 to 3.0 upgrade issue When running the upgrade advisor i receive a "Duplicate SQL Server Service Principle Name" message. I have read through other posts regarding this issue but can't seem to solve the issue. PLEASE HELP!! The following are the servicePrincipleName attibute values for the CRM 1.2 Application/DB server HOST/servername HOST/servername.domain.com MSSQLSvc/servername.domain.com:1433 SMTPSVC/servername SMTPSVC/servername.domain.com There don't appear to be any duplicates in their, am i missing something? Any and all help would be much appreciated Thanks, Jesse Tag: Auto Workflow processes Tag: 56074
  - 15
    - Tracking is not consistent We are using CRM 3.0 and tracking is not consistent, it works about 50%. Example, when I track new email to CRM(it shows as being tracked with CRM icon) and reply to it, next time when that person replys back to the same email (without changing subject line) 5 out of 10 times it does not show being tracked in CRM anymore. Is it just our company or that is abnormally? Is there some kind of hotfix available to fix it? Another thing- sometimes I can track email to CRM only if I track and save&close it. It does not track to CRM if I just track and save and reply back to it without closing it. Has anyone experienced the same kind of tracking problems? -- Gundars Tag: Auto Workflow processes Tag: 56070
  - 16
    - Change Opportunities Product functionality to match that of the qu It would be very useful to allow the Unit Price displayed within Opportunity Products as you can within the quotes area. We sell a number of application and services and these are priced on a deal by deal basis. Currently it looks like you have to create a Price List per Opportunity which adds additional steps to the process of creating valid opportuniites with adequate product analysis. We have added the ispriceoverridden field to the opportunity product form in an attempt to allow us to change the unit price for the product line. however the form does not then allow the unit price to be over-ridden. I notice the unit price ends up as 0.00. Is there something I have missed? Do I need to add an event to the field? We would also like to have product write-in functionality within opportunities as in the quotes system. Is this possible in MS CRM v3.0. Any feedback would be most useful ---------------- 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=9b79b0b7-cfde-44f0-a9ba-3f69f4d4cc5c&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56069
  - 17
    - Deployment Manager hangs when attempting to publish Hi, I've a problem with publishing changes using Deployment Manager. This morning I am having a problem with chosing an IIS web serwer on crm. I go through Object publisher in Deployment Manager->All tasks-> Publish, select the catagories and hit next. The next window does not have my server or any server listed, so I hit browse(which I believe is what I have had to do in the past). A new window appears that states: searching for CRM Server (Name). That window locks up the program and the only way to cancel it is to do Ctl Alt Del. I have let it continue to search for about an hour and it never does anything Any suggestions? Tag: Auto Workflow processes Tag: 56067
  - 18
    - Organizational enforcement of view should be possible. I would like to be able to 'force' each user to the Workplace Announcements screen as a default setting. This would allow us to deliver our 'message for the day' in language the all the sales staff needs, with an easy distribution point. The fact that each user can change their own default open view away from this eliminates its usefulness to our organization. ---------------- 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=7f924ba8-662c-4c89-933c-8dfb7617314e&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56066
  - 19
    - Small Business vs. Professional for accounting integration When I bought CRM, I was told I had to buy Professional to get the accounting integration. I run Small Business Server, and the Professional won't install on it, only the Small Business version (even though I have the Professional discs). So I just inquired, and found out that Small Business will work w/the upcoming accounting integration. (and is actually better b/c it integrates the faxing) I'm a little bummed that I had to buy a much more expensive product that I didn't need (& at the time, couldn't use). Is anyone feeling a bit burned by this change in version policy? Tag: Auto Workflow processes Tag: 56062
  - 20
    - Mail merging functionnality in 3.0 Hi everyone, My client is actually using v1.2 and is about to upgrade to v3.0 within six months. I would like to know if it is possible to use custom fields in the Contact object with the merging functionnality of SFO? This is unfortunately impossible in v1.2. Thanks in advance for any response, Mathieu Cloutier, Quebec city. Tag: Auto Workflow processes Tag: 56061
  - 21
    - Password for private newsgroup Hi all, Does someone know how to get the password for the private newsgroup (directaccess)? It has changed in January and I can't remember when we can get it... Thanks. Mathieu. Tag: Auto Workflow processes Tag: 56059
  - 22
    - Valid for advanced find... CRM 3 Hello Microsoft: As you probably know, there are attributes which are â??not validâ?? for Advanced Find. For example, account/businesstypecode (http://{yourCRMserver}/sdk/list.aspx) is an important search criterion for accounts. For my organization (and I assume for others too) it is mandatory to be able to separate these business types for campaigns, lists, etc. For now, I told our CRM users that they have to sort the results by business type and than scroll to their desired business typeâ?¦ (What is an unacceptable and limiting stateâ?¦). Please let us/me know how to fix this problem. Thanks! ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=1ac31f5a-4768-4d3c-96ad-c4cbbafb05fe&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56056
  - 23
    - "Notes" field not mapping between Leads & Contacts/Accounts I have made this a suggestion, so Microsoft can feel our need for this functionality. If you don't feel like having to program this yourself, please click on the "I agree" button. ---------------- 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=0dd170ea-cc9f-443c-bb96-e55c6a494bd5&dg=microsoft.public.crm Tag: Auto Workflow processes Tag: 56055
  - 24
    - "Notes" Field Does not map I am looking for guidance on how to create a map for a "Notes" field. We have create mappings for all the relevant fields but the "notes" data are not coming over to the new form. Any suggestions will be greatly appreciated. Thanks Tag: Auto Workflow processes Tag: 56052
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    - unhandled error accessing reports through CRM 3.0 Menu with a lot of effort to customize and deploy meaningful data to it, We have a demo setup up and running. Unfortunately later we realized that accessing Reports through CRM creates an error, but accessing Reports directly through the Browser works just fine. So it seems that there is a problem in ReportServer configuration within CRM3.0 installation. But no idea where to look for it, we don't want also to setup the crm server again. Sitemap looks to be okay. The problem is isolated, as it seems to be with the URL configuration, we access CRM Reports directly through IE as follow: http://crmserver/ReportServer and works fine even though the CRM Website is crmserver:5555. and accessing Reports through the CRM3.0 Menubar (Workplace) results to an error. The error message looks this way: Microsoft CRM Unhandled Error Details: Stack: at System.Web.HttpApplication.MapHttpHandler(HttpContext context, String requestType, String path, String pathTranslated, Boolean useAppConfig) at System.Web.MapHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) any hint is highly appreciated. Regards Max Tag: Auto Workflow processes Tag: 56051

Hi, I am about to start looking at automating some workflow processes. The
help does not seem too straight forward. Is there any other information,
literature or templates for this?

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Re: Auto Workflow processes by John

John
Tue Mar 28 22:30:50 CST 2006

search on amazon for microsoft crm and you will see a few books that may
help. You can also purchase the official training docs from microsoft which
will give further insight beyond the help files

=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm
"Doug Jenkins" <DougJenkins@discussions.microsoft.com> wrote in message
news:981AA8DA-02CE-4EA3-BEEE-85DF02D26EC3@microsoft.com...
> Hi, I am about to start looking at automating some workflow processes. The
> help does not seem too straight forward. Is there any other information,
> literature or templates for this?

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