CRMAF Filtering

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- Previous
  - 1
    - Error "propagating language setting" when starting CRM 4 for outlo Hi, I have a new installation of CRM 4. My webclient works fine. When I install the client for outlook on my outlook 2003 the installation passes without any problem. I then go throug the configuration without any problems. When I start outlook it is stucked on "propagating language setting". I have tried on four different clients with the same result. Any idea??? Tag: CRMAF Filtering Tag: 95818
  - 2
    - Different questions Hi, All I have a few questions with regards to CRM in the financial vertical and does anyone know of a partner who has specifically customzied CRM for the financial secotr? 1. Can configurable activity "result" codes be used to capture the result of each sales step? 2. Can configurable "Sales Stage" data fields be used to track where each opportunity stands in the sales pipeline? 3. Does the system have functionality that will allow the planning and tracking of investor roadshows inc. Timings, clients seen, comment, success/outcomes? 4. Can (and how) the system be used to track investor subscriptions to an IPO/transaction? 5. Are group/shared calenders available for the purposes of collating information on various clients; e.g. roadshow attendees/planning, roadshow outcomes? 6. Provide examples of the pre-formatted and bespoke management and user reporting capabilities of the CRM system. 7. What is the availability of predefined REPORTS/DASHBOARDS/GRAPHS templates covering every area of the CRM solution? 8. Can charts and graphs be added to predefined report templates? 9. Can two predefined reports covering two periods of time be compared to see visually how things have changed over the periods? 10. How multi-dimensional is the database so that the data can be sliced and diced to produce useful information? As an example can it give me a list of Asian hedge funds who invest at the pre-IPO stage and who like commodities? 11. How much storage space for data uploads does your service allow per account? 12. Can the export feature be disabled for certain users 13. Does the system comply with Data Protection laws in the LC operating countries? 14. Which data encryption protocols does the system employ when data is being transfered/accessed 15. Is there a mechanism for tracing/tracking users interaction with the system on a click by click basis. Which parts of the system have been used, which clients were viewed, which data has been downloaded - by user? Tag: CRMAF Filtering Tag: 95815
  - 3
    - Outlook Synch Issue Hi, am hoping someone can help with this problem. We have a number of users who receive a warning pop up box when trying to go back online, stating: "The form for this item ......Because this item contains macros...you may not want to run the macros. If you are sure this item is from a trusted source, click 'Enable Macros'. Otherwise, click 'Disable macros'." This pop up box appears many times and seems to be related to appointment records in Outlook. (ie we can see the subject for the appt in the blue bar of the message. This problem seems to keep reoccurring and it a real pain for users who are refusing to use the client until this is fixed. Has anyone experienced this problem before and how can we fix it?? (PS - we are on CRM v3.0 & Win XP. Thanks, Tony. Tag: CRMAF Filtering Tag: 95810
  - 4
    - New Install CRM 4.0 - Error Message We installed 4.0 (New Install, new Server) 3 days ago with no issues on. I then installed the E-mail Router yesterday (with a few hiccups). After the Install, I went to open CRM to set the e-mail settings and received a SQL Authentication related error: Login failed for user ''. The user is not associated with a trusted SQL Server connection. I haved not made any changes on the SQL server. CRM Server - Windows Server 2003 SP2 32 bit SQL Server - Windows Server 2003 SP2 SQL 2005 32 bit Exchange - Windows Server 2003 SP2 Exchange 2007 62 bit Any thoughts? --MD Tag: CRMAF Filtering Tag: 95809
  - 5
    - Tracking email through Outlook Hi I have recently installed CRM3.0 for Outlook on 5 workstations. all features are available within the main outlook pane, including "Track in CRM" When the user creates a new email this function is not available with the new message pane? I used CRM before and this was not the case. Any ideas?? Thanks Tag: CRMAF Filtering Tag: 95807
  - 6
    - CRM 4: Activities lose time when the sync with outlook Hi, I have been having a strange problem where all the phonecall activities in our system have a time of 00:00. After a lot of investigation I have found that when the phonecall syncs with outlook, the time on the phonecall gets changed to 00:00. I have also found this happens with Fax and Letter, but not Task or Appointment. Has anyone else had this issue? Thanks Tag: CRMAF Filtering Tag: 95804
  - 7
    - Convert to Case CRM 4.0 Why is it that when i convert an email to a case from either a queue or activity it does not attach itself to the case i caonvert it to. All that needs to happen is that the regarding needs to be populated with the case details. Is this a bug? Kuven Tag: CRMAF Filtering Tag: 95800
  - 8
    - CRM Outlook errors Since we upgraded to CRM 4.0 and our machines connect via CRM 4.0 for Microsoft Office Outlook my colleagues and I are getting CRM outlook errors "Microsoft Dynamics CRM has encountered an error.." sporadically during the course of the day. We are not doing anything specific, just flipping from one area of CRM outlook to another eg. contacts to accounts. A sample error report is '<CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion> <ScriptErrorDetails> <Message>Object required</Message> <Line>197</Line> <URL>/AGSS/_root/homepage.aspx?etc=2</URL> <PageURL>/AGSS/_root/homepage.aspx?etc=2</PageURL> <Function>prepareEnablePresence()</Function> <CallStack> <Function>prepareEnablePresence()</Function> </CallStack> </ScriptErrorDetails> <ClientInformation> <BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; InfoPath.1; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.04506.30; .NET CLR 3.0.04506.648)</BrowserUserAgent> <BrowserLanguage>en-us</BrowserLanguage> <SystemLanguage>en-gb</SystemLanguage> <UserLanguage>en-gb</UserLanguage> <ScreenResolution>1024x768</ScreenResolution> <ClientName>Outlook Desktop</ClientName> </ClientInformation> <ServerInformation> <OrgLanguage>1033</OrgLanguage> <OrgCulture>2057</OrgCulture> <UserLanguage>1033</UserLanguage> <UserCulture>2057</UserCulture> <OrgID>{05EA0BD8-7454-488F-BCB0-E4944471F700}</OrgID> <UserID>{9D2CC8CF-16A3-DC11-9966-0015F2399299}</UserID> <CRMVersion>4.0.7333.3</CRMVersion> </ServerInformation> </CrmScriptErrorReport> <CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion> <ScriptErrorDetails> <Message>Object required</Message> <Line>197</Line> <URL>/AGSS/_root/homepage.aspx?etc=2</URL> <PageURL>/AGSS/_root/homepage.aspx?etc=2#</PageURL> <Function>prepareEnablePresence()</Function> <CallStack> <Function>prepareEnablePresence()</Function> </CallStack> </ScriptErrorDetails> <ClientInformation> <BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; InfoPath.1; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.04506.30; .NET CLR 3.0.04506.648)</BrowserUserAgent> <BrowserLanguage>en-us</BrowserLanguage> <SystemLanguage>en-gb</SystemLanguage> <UserLanguage>en-gb</UserLanguage> <ScreenResolution>1024x768</ScreenResolution> <ClientName>Outlook Desktop</ClientName> </ClientInformation> <ServerInformation> <OrgLanguage>1033</OrgLanguage> <OrgCulture>2057</OrgCulture> <UserLanguage>1033</UserLanguage> <UserCulture>2057</UserCulture> <OrgID>{05EA0BD8-7454-488F-BCB0-E4944471F700}</OrgID> <UserID>{9D2CC8CF-16A3-DC11-9966-0015F2399299}</UserID> <CRMVersion>4.0.7333.3</CRMVersion> </ServerInformation> </CrmScriptErrorReport>' Nothing under diagnostics and we have all the latest updates to satisfy our hardware and software which meet the necessary requirements. Any ideas why this is happening and a possible solution? thanks Tag: CRMAF Filtering Tag: 95797
  - 9
    - Orders - Owner is being updated Hi!!! Here is our problem: First of all, we have MS CRM 3.0. All Accounts have owner the system administrator user. This was our decision. However, all our activities, opportunities and orders are assigned to specific users. Our problem is: We have made a custom form (.aspx) and a web service which run on a custom entity. The form is executed by users, while the web service is executed by third-party systems. Both update some fields to our custom entity and ONE CUSTOM FIELD TO THE ACCOUNT ENTITY. When this update occurs, our activities, opportunities and orders are assigned to the account owner, the system admin user. We changed the cascading rule for the activities and the opportunities, and we fixed the problem for those entities. However, the cascading rule cannot be changed for Orders. Questions: 1) Can you imagine why by doing a simple update to a custom field of the Account entity, it updates the owner of the orders with the account owner ??? We talk about updating, not assigning !!! 2) Is there any official way by MS to change the cascading rule of the Account - Orders and fix the problem forever ? Regards, George Tag: CRMAF Filtering Tag: 95795
  - 10
    - Finding activites exacly x days overdue Does anyone know a way of using advanced finds to return only those activities which are say 3 days old. By using â??last x daysâ?? with x = 3, I get activities which are 1, 2 and 3 days old â?? I only want those which are 3 days old. Any help appreciated - I'm using CRM 4 Tag: CRMAF Filtering Tag: 95794
  - 11
    - Quota customization I want to track margin and revenue against Quota. So would like to add a Margin dollar field in Quota. Is this possible. How can I customize Quota Entity/view? Thanks in advance. Venkat. Tag: CRMAF Filtering Tag: 95793
  - 12
    - 4.0 Mail Templates When I create a Word Template and save it (in Word xml format), then upload to CRM Templates, then execute a Word Merge: everything works great EXCEPT the fields need to be re-matched. This wastes a lot of time which negates the whole purpose of a template. Please advise... Thanks, Suzy Tag: CRMAF Filtering Tag: 95767
  - 13
    - CRM 3.0 to 4.0 Licensing Hi I am currently using a full version of CRM 3.0 and looking at upgrading to 4.0. Is there a specific 3.0 to 4.0 upgrade download available ? Is this something I can do with my current v3 license ? Appreciate any guidance.... Many thanks, -- Dorian Tag: CRMAF Filtering Tag: 95761
  - 14
    - crm token when i track an email in crm3 should i see the CRM token (like CRM:0010001) immediatly in the subject of the message i just see the icon without the token number Tag: CRMAF Filtering Tag: 95759
  - 15
    - outlook client menue bar stop responcing it happened mor than once and in mor than 4 computers that the outlook toolbar stop responcing i press the butons like track in crm or new avtivity - nothing happend the only way i find to fix this is to install the client again with repair option but it happened again and again on different computers with outlook 2007 mostly and in outlook 2003 also Tag: CRMAF Filtering Tag: 95758
  - 16
    - crm token some times i track an email in crm sent it to a customer- i got the customer repaly to the mail but i dont see the traking icon in the replay message and it seemed to be un tracked but if i go to the customer history i see his replay inside the history further more if i press track in crm to his replay he'll give me directly the regarding field filled with this customer have some body an idia about this Tag: CRMAF Filtering Tag: 95757
  - 17
    - Send Mail Merge From Queue Hey Everyone, I was hoping someone might have some insight into what I'm trying to do. Currently I am trying to build a marketing campaign and I want to distribute e-mails via Mail-Merge. I have a queue set up called crmsales, and have verified it is working. Now here is my Question. How can I distribute the Mail-Merge activity so that the e-mails are sent from the crmsales e-mail address and not my user account address? I want to make sure that when people respond they are responding to the crmsales address and that those e-mail show up in the queue i created. Thanks for you help. RAWCRM Tag: CRMAF Filtering Tag: 95753
  - 18
    - CRM4 reporting errors I ran a Microsoft Update on my SQL server that has apparently broken the link between CRM4 and SQL Reporting Services. After the update I started receiving this error whenever I tried to run a report: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. One or more data sources is missing credentials I searched and found MS KB946289 that mentions this error when SQL 2005 critical update 934458 is installed. The fix they describe is either repairing or reinstalling the CRM SSRS connector. I tried Repairing and reinstalling the connector but the error did not go away. I then uninstalled update 934458 and repaired/reinstalled the SSRS connector, still with no success. I am now at a loss as to how to proceed. I remember from the CRM 1.X days there ways a way to re-publish all the reports, but that was when we were dealing with Crystal reports. Can something similar be done with SSRS? My test setup is fairly simple, with a 64-bit SQL 2005 server and a 32-bit CRM server and no host headers. Any help is much appreciated. Thanks, Mike Tag: CRMAF Filtering Tag: 95751
  - 19
    - CRM Queries Hi There, I am new to MS CRM. I will highly appriciate if anyone could answer my below queries. Â· 1) Why My Work in CRM showing All personal & official Emails - How & from where should disable this emails. as i want to see only CRM Cases instead emails. Â· 2) Where can i explore & see more information about CRM General Tab & Details tab of MS CRM Â· 3) What should i do to access my MS CRM from outside of company (Web Interface accessibility). Â· 4) How should i Add columns in KB Article's in Published section. 5) 5) where can i read all about MS CRM Workflow & Administration. Thanks a lot in advance, SAB Tag: CRMAF Filtering Tag: 95750
  - 20
    - CRM 3.0 Installation help...2 errors Going through the system requirements part of the setup I get a Warning on the IIS part. It cant access the URL-- Error accessing URL http://IRONWOOD-CRM: The remote server returned an error: (500) Internal Server Error. The second error I get is : Setup failed to validate specified Reporting Services Report Server http://ironwood-crm/ReportServer. Error: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. Chris Holub MCP CCNA Tag: CRMAF Filtering Tag: 95740
  - 21
    - Can not view reports We have 1 user who can not see the reports. Gets a generic error message "an rerror has occured" when he selects the reports. He is set to system administrator role. Everyone else is fine. Help Tag: CRMAF Filtering Tag: 95735
  - 22
    - Timezone Issues We have users in both the Central and Eastern Timezones which I can't think it an unusual situation. The problem is that date fields set in the eastern timezone appear a day earlier when looked at in the Central Timezone. For example 10/25 will appear 10/24. How can this be corrected? Thanks! Tag: CRMAF Filtering Tag: 95727
  - 23
    - cleaning dirty fields in CRM 3.0 How can you programatically make dirty fields in CRM clean again? I have written a Microsoft Behavior control that can be added to a CRM field to make it act like a mask edit control. The problem is that this control is added dynamically to the CRM screen through its onload event. When the control is loaded, it automatically formats any data it finds in the field. To CRM, this looks like a field update which marks the field as "dirty". The problem now is that if you click the print icon on the screen, CRM responds with a message that the screen must be first saved before it can be printed because of dirty fields. But, saving it causes a reload and a refresh of the mask edit controls, which results in a dirty screen again. Is there anyway to mark these fields as clean so that the print preview function can work? Andy Tag: CRMAF Filtering Tag: 95726
  - 24
    - CRM 4.0 SDK and Report Writers Guide Does anyone know when the SDK will include the Report Writers Guide? --MD Tag: CRMAF Filtering Tag: 95725
  - 25
    - Sync Entry tables Looking at my database I have over 60 syncentry tables. Is that normal? I only have about 14 users. Tag: CRMAF Filtering Tag: 95722
- Next
  - 1
    - Data Migration Manager and sample data on RTM VPC Hi I am having problems importing the sample data using the data migration manager. I followed the steps in the Sample Data Readme. I am logged in on the VPC as litwareinc\administrator. I can connect, import the sample data map, and start a new migration based on a previous migration. I progress as far as the validation stage of the migration job. But at the validation stage it hangs for a long time (a few minutes), without actually validating any of the files. The "currently processing" field is empty, i.e. it does not even start to process any of the files (or at least fail to tell me so). It then fails with an error message saying "The Data Migration Manager cannot continue. Restart the Data Migration Manager, and then try migrating the data again". Needless to say, retries also fail. I have tried to import all of the supplied csv files, and I also tried importing just 1 file (competitors), both failed. I tried turning on trace, but so far it hasn't dumped any trace files where I specied (using the TraceDirectoy registry key). Perhaps I need an IIS reset. Have any of you encountered any similar problems, or do you have an idea what the issue is? regards, Henrik Tag: CRMAF Filtering Tag: 95720
  - 2
    - Cascading Rules Hi, I am having some problems understanding the cascading rules - more specifically the "Remove Link" action when it comes to delete. It seems like it does nothing at all (behaving like Cacade none), which is quite illogical: Example: Lets say you have an entity type A and a type B. Creating a N:1 relationship under B with A as the primary entity and keeping the relationship "Referential" the action under delete says "Remove Link". Now suppose you have an instance of A referenced by a number of B instances and you then delete the A instance I would have expected the instances of B to get their relations to A cleared. Instead nothing visible happens and end users can get an error message if they try to follow the link to the now deleted instance of A. What am I missing here? -- Soeren Busch-Knudsen, Software Architect CDM A/S email: sbk@cdm.dk Tag: CRMAF Filtering Tag: 95709
  - 3
    - Retrieve WfProcess id from a running oncreate WF Rule Hi, I want to store the id of launched WF Process and WF Process Instance when it has been launched right from the workflow. I need this to track notifications scheduled for multiple deadlines. Any suggestions? Thanks, Akop Akopyan Tag: CRMAF Filtering Tag: 95708
  - 4
    - label Hi everyone How do I hide a label thanks -- donn Tag: CRMAF Filtering Tag: 95706
  - 5
    - CRM3 exact meaning of status submitted Hello, We have a process where the customer accepts an order by signing a purchase Order printed from the order Then the order is sent to shipping dept thta shipps it. After shipping the order is invoiced. What is the intention of MS with the submitted status: submitted to customer ? I discovered that the only mean to set a submitted status is with a workflow rule. But afer setting this status the Action 'Fulfill order' desappeared from menu, and I add to create another rule to simulate the missing menu option. What is strane is thta the menu option is here when the Order is simply Active ???? Any experience with this welcome. CS Tag: CRMAF Filtering Tag: 95705
  - 6
    - URL Error Hitting Internal CRM I have set up a CRM 3.0 server and all looks good... but when I try to hit the CRM intranet site that was created during the installation (http://myserver:5555) I have a problem from my XP clients. Basically when the client hits that url it goes to the site but IE then immediatly closes. When I do this as an admin from the server I get the window stating something like "crm is going to open another IE from crm and close the calling IE" I can then choose to close the existing IE and the new IE is launched into CRM. Clients get nothing and new new IE is launched. Is there some setting in IE that is incorrect on the XP client? Thanks! -Richard K Tag: CRMAF Filtering Tag: 95704
  - 7
    - CRM 3.0 - filter products on adding to a quote/order/invoice Hi, i am trying to work out this awesome Product Catalog module in CRM 3.0, and I have stumbled across a rather surprising issue. I'll try to explain it as clear as possible. Let's say I need to have 2 different price lists in the systems. I have lots of products, which're going to be associated with a certain price list. Every single item will be associated, with one or two price list. My issue is adding a product to a quote. I click "add an existing product" and a lookup window appears, but it shows ALL products from product catalog, and not only those associated with a certain price list, selected on the quote! Does anybody know, how to filter this lookup windows, so it only allows to add products assoiciated to the qoute's price list? Right now I can add products to the quote, that are associated with DIFFERENT price list! Is it normal? I do not get the idea of adding the products to price lists then, and associating the price list with a quote. Btw. what is default price list? When I do not select it on the product form, I cannot add this product to any quote/order/invoice. Could someone give me a little explanation on this one? Tag: CRMAF Filtering Tag: 95700
  - 8
    - new entity hi when i creaye a new entity, how can i make it possible to create a new record from the new lookup attribute? thanks Tag: CRMAF Filtering Tag: 95692
  - 9
    - CRM client installation Hi, I am using CRM 3.0 and Outlook 2007. I am trying to install CRM client (offline). I am using CRM 3.0 clients for Microsoft office outlook compatibility. When CRM try to install Micrsoft SQL 2005 Express edition sp1 (CRM), it is giving me an error setup.exe with "unknow exit code 1282" Anyone can help me please!!!! Tag: CRMAF Filtering Tag: 95688
  - 10
    - CRM 4.0 - Email Links are not active hyperlinks in views? Can this be changed? My client would like to click on an email address and open a new email in Outlook. Tag: CRMAF Filtering Tag: 95680
  - 11
    - CRM 4.0 - Outlook integration Do CRM contacts get automatically updated in a blackberry through Outlook? Tag: CRMAF Filtering Tag: 95678
  - 12
    - Deactivated Contacts in the Contact Associated views In our internal system (upgraded from 1.2), we have it set that we can show Deactivated Contacts in the Contact Associated views. I cannot figure out how we did this as there is no custom code on the views to do this. Thus, when you are on an account, you actually see Deactivated Contacts in the listing of contacts for that Active Account. However, this does not appear to be typical out of the box behavior for one of our customers CRM install. Does anyone know a way to replicate this functionality for our customersâ?? environment so that they can see deactivated contacts within the Contact listing of an Active Account? Tag: CRMAF Filtering Tag: 95668
  - 13
    - Can "Totals" be displayed in Advance Find results? This seems like a question that would've been asked many times before, but I can't find any reference to is here. Can total search results be displayed in the search results pane? The only reference to a solution for this is by a company in Romania called Creative Software Solution. They have a screen grab at http://www.creativesolutions.ro/img/Customizations-GridCount.jpg. Anyone know how I can make the customization myself? Thanks! Andy. Tag: CRMAF Filtering Tag: 95666
  - 14
    - CRM 4.0 Error on Page...loading default.aspx Hello I am having an error come up when I try to bring up CRM Web site. When I enter in http://localhost:5555/myorgname it brings up the default blue screen for CRM and does not redirect me to my CRM site. An error comes up at the bottom left corner of IE and states Error on page Line: 194 Char: 1 Error: Object expected Code: 0 URL: http://localhost:5555/myorgname I am running CRM 4.0 Enterprise. This install was an upgrade from CRM 3.0 If someone could please help I would be greatly appreciated. Tag: CRMAF Filtering Tag: 95655
  - 15
    - Data Sources A client recently migrated their SQL Server to 2005, all of the existing reports were migrated as well and are using a shared datasource. I have read a few times that CRM does not like share data sources and I am not able to load a custom report via CRM assuming that its because of the shared data source. I used the CRMAF filter in the report and I can load it via Reporting Services but I do not think the CRMAF filtering will work when loading the report via Reporting Services. Can CRM reports use shared data sources? Tag: CRMAF Filtering Tag: 95646
  - 16
    - Installation Problem: [IndexOutOfRangeException: There is no row at Hi, we've got the following problem after installing MS CRM 4.0 and creating a new Organization Unit (note that we're navigating to http://servername/defaultorganization/): [IndexOutOfRangeException: There is no row at position 0.] System.Data.RBTree`1.GetNodeByIndex(Int32 userIndex) +1879898 System.Data.DataRowCollection.get_Item(Int32 index) +14 Microsoft.Crm.Metadata.MultiOrgSharableMetadataCacheLoader.BuildContainerFromDataSet(DataSet data, LoadMasks masks, Guid organizationId) +575 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.BuildMetadataCacheFromDataSet(DataSet data, LoadMasks masks, Guid organizationId) +42 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabaseInternal(LoadMasks masks, CrmDbConnection connection, CrmTransaction transaction, Guid organizationId) +87 Microsoft.Crm.Metadata.DynamicMetadataCacheLoader.LoadCacheFromDatabase(LoadMasks masks, IOrganizationContext context) +168 Microsoft.Crm.Metadata.DynamicMetadataCacheFactory.LoadMetadataCache(LoadMethod method, CacheType type, IOrganizationContext context) +355 Microsoft.Crm.Metadata.MetadataCache.LoadCache(IOrganizationContext context) +312 Microsoft.Crm.Metadata.MetadataCache.GetInstance(IOrganizationContext context) +286 Microsoft.Crm.BusinessEntities.BusinessEntityMoniker..ctor(Guid id, String entityName, Guid organizationId) +115 Microsoft.Crm.Caching.OrganizationSettingsCacheLoader.LoadCacheData(Guid key, ExecutionContext context) +261 Microsoft.Crm.Caching.ObjectModelCacheLoader`2.LoadCacheData(TKey key, IOrganizationContext context) +388 Microsoft.Crm.Caching.BasicCrmCache`2.CreateEntry(TKey key, IOrganizationContext context) +82 Microsoft.Crm.Caching.BasicCrmCache`2.LookupEntry(TKey key, IOrganizationContext context) +108 Microsoft.Crm.BusinessEntities.SecurityLibrary.CheckPrivilegeGroupForOrganization(WindowsIdentity identity, IOrganizationContext context) +66 Microsoft.Crm.BusinessEntities.SecurityLibrary.GetPrivilegedUserCallerAndBusinessGuidsFromThread(WindowsIdentity identity, IOrganizationContext context) +66 Microsoft.Crm.BusinessEntities.SecurityLibrary.GetCallerAndBusinessGuidsFromThread(WindowsIdentity identity, Guid organizationId) +215 Microsoft.Crm.Authentication.CrmWindowsIdentity..ctor(WindowsIdentity innerIdentity, Boolean publishCrmUser, Guid organizationId) +251 Microsoft.Crm.Authentication.WindowsAuthenticationProvider.Authenticate(HttpApplication application) +574 Microsoft.Crm.Authentication.AuthenticationStep.Authenticate(HttpApplication application) +125 Microsoft.Crm.Authentication.AuthenticationPipeline.Authenticate(HttpApplication application) +66 Microsoft.Crm.Authentication.AuthenticationEngine.Execute(Object sender, EventArgs e) +475 System.Web.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +92 System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +64 Any ideas what we can do?! Thanks in advance ... Christian Tag: CRMAF Filtering Tag: 95643
  - 17
    - CRMAF_ ?? Hi I have a report in which I have 2 datasets, the one filters correct but number 2 doesn't filter, is it only possible to have 1 CRMAF_ filter in one report ? Here is statement in number 2 dataset: SELECT FilteredNew_instruktoerrelation.new_instruktoertypename, FilteredContact.mobilephone, FilteredContact.telephone1, FilteredContact.fullname, CRMAF_FilteredCampaign.campaignid FROM FilteredCampaign CRMAF_FilteredCampaign INNER JOIN FilteredNew_instruktoerrelation ON CRMAF_FilteredCampaign.campaignid = FilteredNew_instruktoerrelation.new_relateretkampagneid INNER JOIN FilteredContact ON FilteredNew_instruktoerrelation.new_relateretkontaktpersonid = FilteredContact.contactid Tag: CRMAF Filtering Tag: 95642
  - 18
    - Qty on hand not reducing when submitting order Hi, we have CRM 3.0 and GP 9 with the CRM Connector for Dynamics GP installed. When we create orders in CRM and then submit the order, the qty on hand for the products is not reducing. It only seems to reduce once the Order is changed to an Invoice in Great Plains. In our old version 1.2 w/ GP 7.5, this was not the case. The qty on hand was reduced as soon as the order was submitted. Does anyone know if this is by design or if there is some place to change those settings? Thanks. - Jeff Tag: CRMAF Filtering Tag: 95636
  - 19
    - Displaying Associated entities on a form Hi everyone Can you please assist me with this piece of code. I have a custom field called projects which stores information about all projects the company has. i would like all projects associated with an account to appear in that account form using an IFRAME. I have created the iframe (IFRAME_Projects) and have the script below on the OnLoad event. When I'm running the script, the else statement is executed and alert message is displayed. i tried to remove the if...else statement and I'm getting this error message : style null or not an object. Am i missing out something? Your help will be much appreciated. T Herewith is the script; var navnew_projects, navnew_projects = document.all.navnew_projects; if (navnew_projects !=null) {navnew_projects.style.display = "none"; document.all.IFRAME_Projects.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType = 1&security=852023&tabSet=areanew_projects";} else {alert("navnew_projects not found");} Thanks Tag: CRMAF Filtering Tag: 95634
  - 20
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This is working very well, but only with one dataset.

Has anyone been able to get this working with more than one dataset?

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RE: CRMAF Filtering by bayareacrm

bayareacrm
Sun Feb 10 16:14:01 CST 2008

Yes - I did a quote report that had a few data sets. Do you get an error when
you preview your recently created second data set?

Michael

"Mike_F" wrote:

> This is working very well, but only with one dataset.
>
> Has anyone been able to get this working with more than one dataset?

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RE: CRMAF Filtering by MikeF

MikeF
Mon Feb 11 04:07:02 CST 2008

Thanks for your reply.

I don't get any errors, it is just that the filtering does not work. If I
open the report from the filtered form, e.g. Account, the report will render
but the data won't be for that Account. If I use only 1 filtered dataset the
filtering works fine.

Let me explain that I am able to use more than 1 dataset as long as I only
have 1 dataset with the CRMAF filter. If I have 2 datasets with the CRMAF
filter, neither of them will filter.

"bayareacrm" wrote:

> Yes - I did a quote report that had a few data sets. Do you get an error when
> you preview your recently created second data set?
>
> Michael
>
> "Mike_F" wrote:
>
> > This is working very well, but only with one dataset.
> >
> > Has anyone been able to get this working with more than one dataset?

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