Business Unit Security for Queues

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  - 1
    - CRM 1.2 to 3.0 Upgrade All, I'm in the process of upgrading CRM 1.2 to 3.0. Because of the existing hardware will not meet the minimum/recommeded requirements, I will be doing the upgrade in phases. What I would like to know is if the route I'm taking will cause any issues. I have added questions below: current setup: -windows 2000 sp4 -SQL 2000 SP3 -CRM 1.2 destination setup: -windows 2003 -SQL 2005 -CRM 3.0 steps that i will take: -back up current setup -upgrade to windows 2003 (will upgrading the OS cause any issues to CRM 1.2?) -upgrade to SQL 2000 sp4 -upgrade to CRM 3.0 -upgrade to SQL 2005 (the steps above will be done in phases to make sure that nothing has been broken) once the upgrade has been successful: -migrate the old server to the new server using Redeployment tool? (this is where i'm lost. what recommedations do you have for this phase?) Tag: Business Unit Security for Queues Tag: 49973
  - 2
    - OnChange Event - Trigger Manual Workflow Rule Hi, I need to add an OnChange Event to a picklist field that will trigger a manual workflow rule when a certain picklist value is selected. I have not previously used the OnChange feature of CRM so I do not know how to write or make the code work. Basically, this is what I am attempting: if Picklist.currentvalue changed to Picklist.1 then trigger "Name of Manual Workflow It is pretty basic. Can someone provide me with the code to accomplish the above? Thank you, Donna Tag: Business Unit Security for Queues Tag: 49972
  - 3
    - several questions about CRM3.0 Hi all, I have several questions about CRM3.0. 1 - Is it possible to add a link to a web page in the workplace area? 2 - Is it possible to change the tabulation order in the records forms? 3 - Is it possible to create a deferred send of emails (for a marketing campaign for example)? 4 - In the knowledge base, is it possible to add attachments (like a file) to an article? 5 - Is it possible to customize the list view of records - for example leads - ? I would like to display the total number of leads in a selected view: not only for the actual page. 6 - I would like to add more contacts to leads (like in1.2), I can do it by adding new attributes and customizing the forms. But when the lead is converted into an account, how can I create the contacts I added and their relation with the new account? 7 -Is it possible to perform a fast search without defining the type of record to search in : to perform the search for each record, like the QuickSearch tool of www.crmextensions.com. 8 -Does the functionality of CRM change according to the type of database used: sql server 2000 and 2005? Thank you in advance. ----------------- Jocelyn Demoy ----------------- Tag: Business Unit Security for Queues Tag: 49971
  - 4
    - The request failed with HTTP status 400: Bad Request. I installed CRM to server, when I run http://localhost:5555 on server CRM runs fine. But when I change in IIS "Host header value" to crm.website.xyz and try to look at CRM from that address CRM starts (open new window as before with menu on left side) but on right side with this error: "The request failed with HTTP status 400: Bad Request." Port 5555 is open, I'm stuck :( DNS is set fine. Tag: Business Unit Security for Queues Tag: 49966
  - 5
    - registration Hello, All! Our company as Golden Partner Microsoft has the Product Key for CRM 3.0 for 100 licenses. At the same time through MSDN we got the Key for 10 licenses. We need to install CRM 3.0 for the department of development (quantity of whom about 15 people). If I for installation of the product use the key for 100 licenses, I will need to register the server too. As I understand, after the successful registration of CRM for development with key for 100 licenses, I will not be able to install additional CRM server with the same key for the company needs:? So which way then I can install the test CRM server for the department of development (quantity of whom about 15 people):? With best regards, Achill. E-mail: achill@community.nospam Tag: Business Unit Security for Queues Tag: 49964
  - 6
    - V3 Bulk Import Issue2 - Carriage Returns Hi I am bulk importing accounts and have a list of historical notes that I need to import into a custom Text Area field. Now as the notes are one liners and there are miltiple notes per record I have concatenated them with a carriage return between them. The import csv file correctly shows double quotes at the start and end of all the concatenated fields to denote them as text. When, however, I attempt to import, the double quotes seem to get ignored and it assumes that the carriage returns are the sign of a new record so things get screwed up. I have tried concatenating with CHAR(13) for a CR and also CHAR(10) for a linefeed but bith seem to give the same outcome. Does anyone have an idea how to get this list of notes in using the bulk import? Thanks Cozy Tag: Business Unit Security for Queues Tag: 49963
  - 7
    - V3 Bulk Import Issue1 - Default Values Hi I have found that if I bulk import Accounts in V3, if I do not specify a value for a picklist then the deault value is not popultated on the record and just leaves it blank. Seems to happen with custom & system fields. I have found the 'Defualt Values' tool but it just says that this is for upgrades from 1.2 and I would not expect to have to use it after each set of accounts imports. Is it a problem with my system, or is this a 'feature'? Thanks Cozy Tag: Business Unit Security for Queues Tag: 49962
  - 8
    - Minimizing the visibility of account managers Hello everyone, Let me put it as example: I have different account manager having different accounts. I want them to view their own account only . So that whenever they logged on , they can not view the accounts of other. How to do it? regards/ Aam Tag: Business Unit Security for Queues Tag: 49961
  - 9
    - Aceees to System Settings throws and error I log in to CRM as the system admin. Click on settings. Then click on "Organization Settings" and then "System Settings" and get a dialog box labeled Microsoft CRM. It contains a large red x and Error: A error has occurred. For more information, contact your system administrator". How do I contact myself? <grin> Anyone have any idea where I should start looking to figure this out? Gary Tag: Business Unit Security for Queues Tag: 49953
  - 10
    - Contract Status failed to change at Start date/End Date on CRM 1.2 The contract status on deployed CRM 1.2 used to be working fine being able to change automatically from Invoiced to Active on the start date and then Active to Expired on the end date of the Contract. Recently it just stopped working and the contract status no longer change automatically for all the contracts. I guess that the script that does this maintenance has stopped functioning.. does anyone know where and how to reactivate the script again? Thanks! Tag: Business Unit Security for Queues Tag: 49949
  - 11
    - CRM 1.2 users and AD accounts Our network staff accidentally deleted a network account of a CRM 1.2 user from AD. I have installed the hot fix KB 904435 (CRM Update Rollup 2) on the server but still got an error when trying to re-assign records to an existing user. Has anyone ever run into this problem? Tuan Tag: Business Unit Security for Queues Tag: 49943
  - 12
    - Installing CRM 1.2 error I am installing CRM 1.2 on a SBS2003 vertual server with SQL2005 using an existing database. I get an error after selecting the existing database: Microsoft CRM Setup could not finr a valid organisation on the specified database. You need to have at least one organisation before installing Microsoft CRM. Tag: Business Unit Security for Queues Tag: 49942
  - 13
    - Trial version Is there a trial version of MS CRM available? We'd rather not pay for it until we know it works the way we want. Tag: Business Unit Security for Queues Tag: 49940
  - 14
    - Apply the CRM SBE wizard XML file I ran the Microsoft CRM SBE configuration wizard and took the option of saving the info to an XML file to be applied latter. Now for the life of me I can't figure out how to "apply it latter". Anyone know how this is supposed to work? Gary Tag: Business Unit Security for Queues Tag: 49933
  - 15
    - SQL RS Authentication Issue - CRM 3.0 Setup: CRM 3.0 new install on SBS 2003 server. The CRM install is what installed SQL RS. Users (and administrator) can view list of reports in web client, but when they open a report and hit the 'Run Report' button they are prompted to enter their credentials. The Reports and ReportServer virtual directories are installed in the Default website. I had to do some tweaking after the "9-click" installation because it set the URL of the SQL Reporting server as servername.domain.com instead of servername.domain.local. -- Matt Wittemann http://icu-mscrm.blogspot.com Tag: Business Unit Security for Queues Tag: 49931
  - 16
    - CRM 3.0 Web client performance questions - Win2k vs WinXP Hello - I seem to have a bit of a connundrum here and was wondering if anyone else has experienced a simmilar issue. We've currently got CRM 3.0 up and working but I have gotten some questions regarding performance from some of my users that access CRM using the web client on a WAN link. They are overseas and the server is located in the US. They've got a 512kb connection and we've got a full t-1 connection. They are stating that it can take them anywhere from 30 seconds to 2 min to load a page. So, I had them do some investigating and testing with some other machines in their office and here is what we found: The main systems that they use are running Windows XP SP2 w/ 512 mb ram (processors vary between PIII 500mhz and PIII 800mhz). On these systems they say that CRM is very slow (30 sec to 2 min to load a page as menioned above). So, I had them check on a spare machine with the following config: Win2000 Pro SP2 w/ 256mb RAM and PIII 800mhz processor. On this Win2k machine, the page load time was about 5 - 10 seconds over the same connection. This is quite puzzling to me - as I would expect that the systems would have similar performance. Any ideas would be much appriciated? Regards, Lawrence Tag: Business Unit Security for Queues Tag: 49930
  - 17
    - Can't send Email inside domain using Workflow rule We are using CRM 3.0 and we have setup a workflow rule that sends emails to our sales guys when an opportunity is closed (lost). However when we tested the rule, the owner of the opportunity always got an email saying.... Undeliverable:Opportunity Lost Your message did not reach some or all of the intended recipients. You do not have permission to send to this recipient. For assistance, contact your system administrator. < <our CRM server> #5.7.1 smtp;550 5.7.1 Requested action not taken: message refused> We tested the rule by changing the recipient of the message to be an outside account (hotmail account) and that message went through just fine. The problem seems to be only when the rule needs to send a message to internal email address. By the way I can send emails inside the company from CRM directly, the only problem we see is through this workflow rule. Any ideas? Is it the way the rule is created? Ben Tag: Business Unit Security for Queues Tag: 49928
  - 18
    - 1.2 and Crystal Reports Parameters We were getting a licence error when trying to run reports on 1.2, so we reset the Crystal services, which resolved the error. However, we are no longer are presented with the opportunity to enter parameters into our reports; instead the reports just run when selected. Anyone have any idea why our parameters are no longer showing up? Tag: Business Unit Security for Queues Tag: 49927
  - 19
    - Error when completing a task We upgraded CRM 1.2 to 3.0 a couple weeks back. Ever since we periodically see the following error pop up while inside of the Outlook Client: "There is a problem communicating with the Microsoft CRM Server. The server might be unavaiable. Try again later. if the problem persists, contact your system administrator." Also, when attempting to complete/cancel tasks in CRM, we receive the following error: "An error has occurred. For more information, contact your system administrator." The strange part here is, we receive this error, yet when we click Cancel on the error screen, the screen closes and the task did in fact complete/cancel and do what it's supposed to. Everything did what it was supposed to yet this annoying error is popping up every single time for some unknown reason. The most frustrating part is when our salesmen are trying to sell CRM 3.0 and potential buyers are seeing these errors in the system. This doesn't make for an easy sell. Please advise. Thanks!! Cayla Tag: Business Unit Security for Queues Tag: 49924
  - 20
    - MSCRM 3.0 Outlook Client Toolbar Hi The Toolbar in the Outlook Client is not working. I already cleared the cache, but it didn't help. Can anyone help me? Thanks Mike Tag: Business Unit Security for Queues Tag: 49923
  - 21
    - Switch database Hi, Can i switch the db from a current install of CRM 3.0 with a db from another crm 3.0 install. I tried to upgrade crm 1.2 and it crashed half way through it. I ended up with a migrated database and a crap install that didnt function. Also the 1.2 install was deleted. So i did a clean install of the 3.0 and now i want to try to attach the fully migrated db to the successful install. Please help as the customer is growing annoyed with all the set backs. thanx Tag: Business Unit Security for Queues Tag: 49922
  - 22
    - Entity Relationship Diagram Is there any way to generate and Entity Relationship Diagram in 3.0? Tag: Business Unit Security for Queues Tag: 49920
  - 23
    - New window does not open after installation 3.0 I have having a strange problem. I just installed a fresh copy of 3.0 Pro and when I go on the url of the server, I can see the blue background for a second and then it tries to open a new browser then it closes both screens. From the server it self it works if I do http://localhost/. I have no clue what could be causing this or how to fix it. Anyone have suggestions? Tag: Business Unit Security for Queues Tag: 49915
  - 24
    - 1.2 and 3.0 on the same AD can 1.2 and 3.0 co-exist on the same Active Directory environment? Tag: Business Unit Security for Queues Tag: 49914
  - 25
    - Case Assigned History Is there any way if a case is assigned to users and back again, that history can be tracked in 1.2? Thanks, Tag: Business Unit Security for Queues Tag: 49913
- Next
  - 1
    - problem with formatNumber I´m doing a develop in asp.net, wich i update in CRM with CRMIncident.Update i have problem only in currency field. The browser client can use culture spanish with separator decimal "," in format number not equal to CRM (if it is ".") programing i can read configuration culture of browser client but not culture configured inside the CRM can I read culture inside CRM? the version is CRM 1.2 and vs.net 2003 Help me please... thanks Tag: Business Unit Security for Queues Tag: 49911
  - 2
    - CRM 3.0 Install I am reading through the CRM 3.0 Implementation Guide and came across the following: "Microsoft CRM Server is supported only with a default instance of SQL Server. Named instances of SQL Server are not supported with Microsoft CRM." Is this a best practice suggestion or a requirement due to an incompatibility? Also, the default instance of SQL Server in our environment hosts a Windows Sharepoint Services database. Are there any known issues running in the same SQL instance as Sharepoint. The CRM guide indicates the following: â?? Modification of system tables. The SQL Server system tables should not be modified when Microsoft CRM is installed. Some database applications may modify the SQL Server system tables. If this occurs, problems with Microsoft CRM and data may result. â?? Replication. Many SQL Server implementations have only one distribution database that is shared by multiple SQL Server applications. It is important that other SQL Server applications do not assume that the distribution database is not shared and make modifications that affect Microsoft CRM. Thank you for any insight you can provide into these matters.... Tag: Business Unit Security for Queues Tag: 49908
  - 3
    - Moving data to custom entities I have a customer in the Financial Services industry that would like to upgrade to 3.0. Part of the implementation will be creating a custom entity to store portfolio information (life insurance, diability, Dental, etc.). This data is currently stored in a SQL table from another application. I would like to move this data from its current location to my customer entity. Do I have to use data migration framework or the sdk to do this or can i just do this within SQL? Thanks. Tag: Business Unit Security for Queues Tag: 49907
  - 4
    - Workflow Monitor 3.0 Issues We upgraded our CRM system from 1.2 to 3.0. We have had workflow in place with 1.2 and now with 3.0. Now (in 3.0) for some reason on select running processes that display in Workflow Monitor we are unable to take any action. We cannot pause, cancel, jump to, etc... Through troubleshooting we determined that the processes that we are unable to perform any action with via Workflow Monitor are the Workflow processes that were currently running during the upgrade to 3.0. Any workflow process that has started POST UPGRADE is functioning fine and we are able to perform any of the actions via Workflow Monitor. Any workflow process that was running DURING THE UPGRADE is no longer functioning and we are unable to perform any of the actions via Workflow Monitor. Is this a known issue? Is there a way around this? Are others experiencing this same issue? Please advise. Tag: Business Unit Security for Queues Tag: 49905
  - 5
    - SQL Server Crash and Restore Problems We had a SQL Server hardware failure last week. My support team rebuilt the box and restored the databases, however, to join it to the domain they added it rather than place it back in the original workgroup. I am assuming this has 'reset' the SID for the SQL box (it has the same name). Thus, when I reinstall CRM and utilize existing databases, I have authentication issues for my security service. I have attempted all KB resolutions for this and can only assume at this point that this is SID related. Can anyone offer disaster recovery guidance for me? thanks, Austin Tag: Business Unit Security for Queues Tag: 49899
  - 6
    - Verify Domain User account SPN error Does anybody have any ideas where to look to solve the following error installing crm 3.0? "Verify Domain User account SPN for the Microsoft CRM ASP.NET Application Pool account." Tag: Business Unit Security for Queues Tag: 49896
  - 7
    - Some customizable entities are not editable CRM 3.0 I'm gradually translating as much of labels/ display names as possible into Swedish since we're a Swedish company. In some of the supposedly customizable entities it is not possible to change the Name or Plural Name. This is the case e.g. for Price List, Role, Subject, Team, Unit etc. Is this only a problem in my installation or is it a bug? Any suggestions on how to solve the promblem? Regads Glenn Tag: Business Unit Security for Queues Tag: 49886
  - 8
    - OnChange event - Changing the color of the form Hi all, I want to let the end users change the color of the top and bottom dark blue (or navy) borders of the Account form using a drop down that lists the colors (red, yellow and blue) .So the OnChange event of the picklist should trigger the change of the top and bottom dark blue colors to which ever color is selected. However I dont know if this can be accomplished. I even dont know if a stylesheet is used for that purpose, which one refers to these areas of the form. Any help will be deeply appreciated. Thanks in advance! Tag: Business Unit Security for Queues Tag: 49885
  - 9
    - V1.2 - Importing Account ??? Hello all, I need to import customer from another data source into accounts in V1.2. In the import menu i see only the possibility to import leads or contacts, how can i do? there is a easy way to do this? Can I import my data into leads and bulk convert them into account? Thanks and regards. Diego Tag: Business Unit Security for Queues Tag: 49883
  - 10
    - Seconday email Is there any way to email to a users secondary email address. When we select a user, there doesnt appear to be any way to specify which email is used. Ian Tag: Business Unit Security for Queues Tag: 49882
  - 11
    - guid in AD group Hi, What is the link between the guid that you find in the name of the securitygroups in active directory and the crm system? to what index does it refer? Thanx Tag: Business Unit Security for Queues Tag: 49880
  - 12
    - Incoming email We appear to have an intermittent issue with incoming email. Most (90%) replies to outgoing email are trapped by the CRM and correctly associated with a record. However some incoming mail just does not appear in CRM even though it appears to have the CRM GUID in the subject field (its identical to the outgoing mail). Any idea why this could happen ? Thanks Ian Tag: Business Unit Security for Queues Tag: 49879
  - 13
    - Contact Bulk Import Related Tables Is there a way to use the contact bulk import when you have related tables? We have a customer that has a large amount of information about their clients which we had to build related tables to store the information and now we would like to use the bulk import to populate those related tables. Thank-you Tag: Business Unit Security for Queues Tag: 49877
  - 14
    - Workflow emails in CRM 3.0 stuck as open activity We just upgraded to CRM 3.0. We created new workflow rules to send an email when a case is created. If you create a new case, the customer receives the email, but a copy of the email stays as an open activity in the case. We have made sure that everything, including the Exchange connector, is up to date. Any ideas? Tag: Business Unit Security for Queues Tag: 49874
  - 15
    - Change Organization name and use exisiting CRM DB I did a search on this could not find it here. We need to change the organization name and be able to re-use the data which is already in the CRM Database. Is this going to work? what are the steps? I know probably the redeployment is one way. correct? any other way? The original CRM key and org-name was MSDN and the new one is "official" Microsoft issued license with the legal company name. Thanks for any suggestions. Regards Max Tag: Business Unit Security for Queues Tag: 49873
  - 16
    - Upgrade Advisor Message Error (SqlServerName) Good morning all, Currently on CRM 1.2, i ran the UpgradeAdvisorCrm on my CRM Server, and i had this fallowing message : Data ServerInstallInfo.SqlServerName is not available It s a bit strange, because my CRM 1.2 system wroks perfectly. What this message exactly means ? Thanks for your Help Regards, Tag: Business Unit Security for Queues Tag: 49867
  - 17
    - Easiest way of moving CRM 3 data to new server We setup all of our CRM 3 data on an old server. Now that we are using CRM for real, we have ordered a nice new shiny box for CRM to run on. Is there an easy way to move the CRM data across from the current box to the new one? If not, its not a great problem, but would save a lot of boring jobs for someone here. Olly Tag: Business Unit Security for Queues Tag: 49866
  - 18
    - Redeployment We are replacing the majority of our servers (one of them being out CRM server) and I was wondering if there is a CRM 3.0 redeployment tool like there is for 1.0 and 1.2? Thanks. Tag: Business Unit Security for Queues Tag: 49864
  - 19
    - Attaching letters to clients/companies Hi, In CRM v3 is the abililty to add a "Letter" record to a client/company in which it appears you can add the subject, some notes, dates etc. However, it doesnt appear that you can add the actual letter via an attachment or other means. Is there anyway to add all correspondance to a client/company so that other CRM users are able to see the actual letter, rather than someones notes *about* the letter (which might miss out, in our case, crucial wording or absence of crucial wording) ? Olly Tag: Business Unit Security for Queues Tag: 49863
  - 20
    - Question about E-mail templates in 3.0 Do anyone knows whether it is possible to customize email templates to include e.g. flash or jpegâ??s or just a plain word dodument?? Tag: Business Unit Security for Queues Tag: 49862
  - 21
    - customization of look up records web page dialog I was wondering whether it is possible to customize the look up records web page dialog as in the page where you can look for an account to associate with a consultant. I wish to add extra values in the "look for" drop down list of this web page to incorporate new entities that I have created, such that you can look for both accounts, consultants, and any other values. Tag: Business Unit Security for Queues Tag: 49861
  - 22
    - CRM 3.0 External Connector Hello! Do you know what is the new feature of CRM 3.0 "External Connector" and what exactly we can do using it? Is it an application? Thank you, Elena Tag: Business Unit Security for Queues Tag: 49852
  - 23
    - Ladies and gentlemen ... ... CRM has left the building we gave it a fair try but enough is enough and we have now consigned the whole damned lot to landfill. Other products out perform it and are cheaper and SAP is barely more expensive and vastly outperforms it. Tag: Business Unit Security for Queues Tag: 49850
  - 24
    - Contacts & accounts searches criteria apply only to active status When a search criterion is entered in 'look for' field of contacts and accounts search windows, regardless of filters set up in the view the list displayed contains only active accounts. Extarct from recent support advice 'the results show that the filter is hard coded to be active Contacts. Even changing the value of â??IsQuickFindQueryâ?? attribute did not affect the behavior.' This fault may be present in all search windows, leads, opportunites etc. An urgent hot fix is required to allow user defined filters in the views (as well as default views) to be 'honoured' and not ignored Important. The fix is required for both version 1.2 snd 3.0 ---------------- 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=2dee9141-8801-48d1-ba6e-dbb316dfaeec&dg=microsoft.public.crm Tag: Business Unit Security for Queues Tag: 49849
  - 25
    - Unit group greyed out in product When we create a new product and open it again we can't change the unit group, only the unit, it is greyed out. Do we have to delete and recreate the product item or is there an explanation. We haven't created a pricelist because we don't use it in this solution. Jack Tag: Business Unit Security for Queues Tag: 49847

Queues do not have the same security flexibility as the rest of the entities
in CRM. Either you see all queues or none. Security is enforced in the items
within the queue, but not the queue itself. One of our customers will be
having a big number of queues and it would be good if each user could only
see the queues in his/her business unit, rather than the whole list.

Regards,

Emanuel Caraza

----------------
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=13c8fabe-1cce-4c6f-ac84-9ba5c29e573d&dg=microsoft.public.crm

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