CRM-customizations - where/how to start?

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- Previous
  - 1
    - License Problem Hi, We have been running Microsoft CRM 3.0 SBE on SBS 2003. We have purchased CRM 3.0 Professional and intend to redeploy CRM on a Windows 2003 Standard Server on a new Domain. The problem I have experienced, is that after running the redeploy wizard succesfully. While installing CRM I receive the error "You cannot mix SBE and Professional License Keys.". We no longer wish to use the SBE keys, so if there is a way I can remove them as part of the redeploy this would be fine. How do I avoid this? Tag: CRM-customizations - where/how to start? Tag: 67189
  - 2
    - Problem regarding receiving mails in CRM Hi Urgent help required regarding receiving mails in CRM. It would be great if someone can help regarding how a user can receive mail in CRM apart from receiving them in his Outlook. Rajat Tag: CRM-customizations - where/how to start? Tag: 67188
  - 3
    - Problem regarding receiving mails in CRM Hi Urgent help required regarding receiving of mails in CRM. It would be great if someone can help regarding how users in CRM can receive their mails in CRM apart from receiving mails in Outlook. Rajat. Tag: CRM-customizations - where/how to start? Tag: 67187
  - 4
    - Programmatically closing an Activity Hi guys, I am trying to programmatically close a phonecall activity, but I must be missing something. I get a "Server was unable to process request." (Not entirely descriptive!) My code looks as follows: private void CloseCall(string callId) { using (CrmService svc = ServiceFactory.GetWebService<CrmService>()) { ColumnSet cols = new ColumnSet(); cols.Attributes = new string[] {"activityid", "statecode", "statuscode"}; phonecall entity = (phonecall)svc.Retrieve(EntityName.phonecall.ToString(), new Guid(callId), cols); entity.statecode.Value = PhoneCallState.Completed; entity.statuscode.Value = 2; svc.Update(entity); } } What am I missing? Would it be enough to just set the Value property of the statuscode field to 2? Thanks again for all the help! -- Ernst Kuschke MVP - C# http://dotnet.org.za/ernst Tag: CRM-customizations - where/how to start? Tag: 67184
  - 5
    - Security Priviliges As a CRM administrator I am having some fun trying to determine which priviliges need to be set in order to turn on/off certain functionality. Fopr example, which settings are required for users to view the Email Templates tab on the Personal Options Dialog? Does anyone know if there is a definitive document or manual explaining the privilige levels for different bits of functionality? Thank you. Tag: CRM-customizations - where/how to start? Tag: 67183
  - 6
    - Restricting views Hi I am aware that within Settings you can set permissions for users and limit which accounts they are allowed to view. Is there any way that could limit what users are able to see within the Account. ie. A user may be able to access/read information on the account however will not able to access/read the quotes that were sent to the client. I would greatly appeciate any assistance. Thanks Mark Tag: CRM-customizations - where/how to start? Tag: 67179
  - 7
    - CRM Auto completes Allotments Hi, I first posted this query on Wednesday (SA time), but did not explain very well. I have a problem being able to enter (input / specify) the allotments for a case line. For those of you who have read it before and can't or won't help, my apologies, please don't read any further. I have reposted because of the large volume of topics over the last few days. The following (I hope) explains my issue properly for anyone who is interested in helping. The 'contract line' form has greyed out the 'Allotments Used' field, after saving the contract line the system makes this value 1.0. I need to explicitly allocate the amount of hours this contract line (item) will take (eg. 20 hours). I then want to assign cases to take up these hours. I know cases can only be done once the contract is invoiced, but the invoice will always be wrong because I can't allocate the required amount of hours. Steps I followed: 1. Created a product called Support service. 1.1. Discount list - Service volume discount 1.1.1. Discounts 100 - 200 (hours) 5% 1.1.2. 201 - 300 7.5% 1.1.3. 301 - 400 10% 1.2. Price list - Support Services catalogue 1.2.1. Price list item, Product - Support Service, Discount list - Service volume discount, Unit - Hours, Quantity selling option - whole, Pricing method - Currency amount, Amount - 685.00 1.3. Unit group - Hours 1.3.1. Hours, Quantity - 1.0, Base Unit - Professional Consulting Services 1.3.2. Professional consulting service, Quantity - 1, Base Unit, Service 1.3.3. Service, Quantity 1.0 (base base unit). 2. Create a contract to an account. 2.1. Contract name 2.2. Bill to, Customer, effective date, Contract end date, owner, contract template - Support service 2.2.1. Contract template, Support service, billing frequency - monthly, Allotment Type - Time, Available hours - 0800 - 1700, Mon - Fri. 2.3. Contract line, Start & End date from contract, Product - Support Service, Unit - Hours PROBLEM. The form has greyed out Allotments Used (see above). I suspect the problem lies in the product setup which I have inherited, but I can't delete the items listed above as they have already been used. What have we done wrong? Any help will much appreciated Tag: CRM-customizations - where/how to start? Tag: 67176
  - 8
    - Help! One for the CRM gurus I have an unusual situation. I have previously modified the accounts + contacts forms with a new attribute - which i later removed. Note: I had to manually go into the sql database and add a 1 to a column to effectively delete the field (due the the mapping problem you may know about) Now i have the unusual problem that i can create an account + a contact fine on their own - however when i try to create a contact through the account page (so it remembers the address details etc) it kicks up the following msg: [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller, String Contact) +0 Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +405 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.SFA.ContactDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Any ideas?? Thankyou in advance, Phil Tag: CRM-customizations - where/how to start? Tag: 67174
  - 9
    - CRM, MS POS, MS SBA We are a small computer retail store that offers service. Looking to have a solution that integrates everything together. Need POS (currently using QB POS) and accounting (currently using QB), and customer and service management. If we switch to MS POS, and Small business accounting, and CRM do tehy work together and share the same client data? Tag: CRM-customizations - where/how to start? Tag: 67168
  - 10
    - Signature Capture Is it possible to capture a customers signature to accept terms of service or to sign-off on finished repairs and have it import from the signature pad into CRM? Tag: CRM-customizations - where/how to start? Tag: 67167
  - 11
    - Import MS Support Knowledgebase into CRM Is it possible (allowable) to import the entire MS Support Knowledgebase from a technet subscription into CRM? If it is allowable, can someone please explain step by step how to accomplish this? Tag: CRM-customizations - where/how to start? Tag: 67166
  - 12
    - Estimated revenue saving in opportunity form Hi Guys, In my opportunity form, I have set up some code to generate the estimated revenue based on the sales stage. I realise that this sort of thing already exists, but I've changed it a little. To describe briefly: There are 4 sales stages, selected from a picklist (using the existing salesstagecode schema). These equate to certain probabilities, so I have an integer probability field that is read-only, and changes according to the value selected in the sales stage picklist. (I know there was an existing probability schema, but for some reason I don't remember, I made a new one... go figure...) I made a field for project value (before noticing the actualvalue schema), which the user obviously types in the actual value of the project. When this or the sales stage is changed, the estimated revenue is calculated automatically. Here's the bit I don't understand: This all works fine in the simulation form, and seems to work fine when creating a new opportunity, but for some reason, the estimated value doesn't save. I assume there is some background script that calculates the estimated revenue according to the out-of-the-box setup. However, I've exported the Opportunity customization code, and I can't find anything. Also, I've got entries from when I still had bugs in my setup, and it won't let me save changes to these. Hope this makes sense! Thanks everyone~ Tag: CRM-customizations - where/how to start? Tag: 67163
  - 13
    - SQL SRS cannot use the website MSCRM 1.2 When i try upgrade the CRM 1.2 to version 3, all goes well except for the following problem. *********************************************************** SQL Server Reporting Services cannot use the Web site Microsoft CRM Version 1.2 because it has an identifier that the SQL Server Reporting Services setup cannot handle. You can either reinstall IIS to have IIS create the Default Web site, or modify the IIS metabase by changing the identifier for Web site Microsoft CRM Version 1.2 to 4. I would really appreciate it if someone could help me with this matter. Tag: CRM-customizations - where/how to start? Tag: 67161
  - 14
    - Lead customization I have customised the lead form to show the customerid field , in case a lead is referred by an existing account or a contact. However because customerid is a lookup which finds both contacts and accounts, is there a way to modify this lookup and ask it to lookup for a particular relationship type under accounts. thanks ridhima Tag: CRM-customizations - where/how to start? Tag: 67160
  - 15
    - sending e-mails in sales process to a DL group in Outlook E-mails need to be sent to more than one credit analyst in the opportunity sales process workflow when an activity on an opportunity is closed. The e-mail activity follows the wait on the activity to close. E-mail in workflow manager for an opportunity can be sent to a logical user (owner, owners manager, account,contact, account/contact), hard coded user, contact or account. How do I get an e-mail to a user group in workflow? We have identified options below do you have anything better? Create a DL Group for the Credit Analysts then 1. Setup a Contact as a group for the Credit Analysts. Create a naming convention or qualification type Add the DL Group as the e-mail for Contact Send e-mail to the Contact setup in the system as the contact group. Make the e-mail of that contact the DL Group contact for all people this should be sent to. 2. Create a Outlook public folder and make the DL Group the address and send the e-mail to the public folder 3. Have all salesmen create a rule on their Outlook to check for data in the acitivity text and forward to a DL Group. Any help thanks around this workflow manager Thanks Tag: CRM-customizations - where/how to start? Tag: 67158
  - 16
    - Folder Script I want to write a script that autogenerates a folder that is named after a schema attribute. Then an iFrame on a separate tab links to the newly created folder. For example, when a new Opportunity is created whether it be manually or converted from a Lead, I want a "Files" tab to contain an iframe that references a folder on the CRM server that is named after the Topic schema value. This might be a difficult task because it might present a circular problem. But if anyone can help me out with this, that would be great. Luke Davis, MCSE: Security Tag: CRM-customizations - where/how to start? Tag: 67155
  - 17
    - Knowledge base features (HTML style) Another big gap in the current CRM functionality is inability to apply HTML style formatting to the articles. I just read a post by Michael Faden and totally agree with him "I cant believe that this is not possible." KB is intended for support issues. Sometimes, a picture is worth a thousand words. In my invironment, it is almost vital to be able to apply HTML style formatting, including inserting pictures. What are the Microsoft's plans about it? Is there a way around? 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=4cc146e8-711b-4a97-810a-cac7769a80a4&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67154
  - 18
    - Include a number of record in all views and search results It is a huge gap in the CRM functionality when a user cannot see a total number of records he/she is dealing with, whether it is while looking at a view or performing a search (how many contacts do I have in the state of New York). Can someone explain why CRM does not have this very common function? My users say: "Our old Access database had it!" What do I answer them? CRM is so advanced that it does not need this functionality? Export your results to Excel every time you need to know your numbers?" CRM believer, ---------------- 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=63810c91-7e53-4e02-88c7-6aa71a9e184a&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67152
  - 19
    - Switching SQL Servers Hello, We were experiencing quite a few performance problems in the first month of our CRM build in production, so we decided to get a dedicated SQL server for CRM 3.0. I installed SQL2005 on 2K3 R2 Standard, and I don't want it to be a member server just yet, just a SQL box. Right now, CRM is being loaded into a SQL 2005 database on the same machine as CRM. How should I make the switch, from old SQL to new SQL? Best Regards, Luke Davis, MCSE: Security Tag: CRM-customizations - where/how to start? Tag: 67151
  - 20
    - Include pictures in knowledgebase Hi Does anyone know how you can include pictures and links or attachments in knowledgebase articles? I cant believe that this is not possible. Thanks for your help Michael Tag: CRM-customizations - where/how to start? Tag: 67147
  - 21
    - Menues missing Hi everyone I know this must be a stupid one, but i cant figure out, why i cant see all the menues (like configuration) with one account, even that I gave him all the roles which exist. Is there some other place, where i can define which menues are visible for the individual user? Thanks for your help Mischa Tag: CRM-customizations - where/how to start? Tag: 67145
  - 22
    - IE Crash in custom search Hi everybody, I have a problem, with MS CRM 1.2 since few day, i have problem with custom search. When i open CRM, i go in custom search, it s working. If i go to Sales, accounts and try to go in custom search, my IE crash! with the standard message of windows (send or not send) Some computer have not the problem, and on the server, we have install Cisco CRM connector. So if someone can help me ? thank Tag: CRM-customizations - where/how to start? Tag: 67143
  - 23
    - Web Services and JScript in CRM Custom Entity Hi. I'm trying to call a custom made web service from a custom entity form. All i get is nothing. Altough my code is ok (i guess), i have some questions if someone can help me out. Situation is this: On a custom entity form, i have two text boxe. In the first one, input a numeric code, with a POST request this code is send to a web service. Then, the web service take this code and in their code transforms the code into words. If i input 120, the web service returns "one hundred twenty". Question: i really need to reference crm web services (CrmService and MetadataService in my OWN CUSTOM WEB SERVICE?). Question Number 2: this is my code. What i'm doing wrong? var sOut; var sIn = ""; var objSend; var f = NumeroPalabras(sIn) { return sOut; } var xmlhttp = new ActiveXObject("Microsoft.XMLHTTP"); strEnvelope = "<soap:Envelope xmlns:xsi=\"http//www.w3.org/2001/XMLSchema-instance\"" + "xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\"" + "xmlns:soap=\http://schemas.xmlsoap.org/soap/envelope/\">" + "<soap:Body>" + "<" + "NumeroPalabra" + " xmlns="\http://192.168.0.21:5153/WebServices/NumeroStringService.asmx/\">" + "</soap:Body>" + "</soap:Envelope>"; // Seteamos el POST... xmlhttp.onreadystatechange = function() { // Un readyState de 4 significa que estamos listos para usar los datos // retornados. if (xmlhttp.readyState = 4) { // Obtenemos de vuelta el envelope XML. var szResponse = xmlhttp.responseText; var startTag = "<string xmlns=\"http://192.168.0.21:5153/" + "WebServices/NumeroStringService.asmx\">"; var endTag = "</string>"; var valueStart = 0; var valueEnd = 0; // Parseamos el XML retornado. valueStart = xmlhttp.responseXML.xml.indexOf(startTag, valueEnd) + startTag.length; valueEnd = xmlhttp.responseXml.xml.indexOf(endTag, valueEnd+1); var tmp = xmlhttp.responseXML.xml.substring(valueStart, valueEnd); var szUrl = "http://192.168.0.21:5153/WebServices/NumeroStringService.asmx/NumeroPalabras"; // Enviamos el POST xmlhttp.open("POST", szUrl, true); xmlhttp.setRequestHeader(Content-Type", "application/x-www-form-urlencoded"); xmlhttp.send(strEnvelope); alert("El valor es: " + tmp); } } I really hope someone could help me. Sorry my english. No english native person here. Regards, dejavu. Tag: CRM-customizations - where/how to start? Tag: 67141
  - 24
    - Change Reports List View Hello, Does anyone know if it is possible to change the reports list view? For instance, I would like to eliminate the â??Report Typeâ?? and â??Modified Onâ?? columns and only keep the â??Report Nameâ?? and â??Descriptionâ?? columns. Thanks! Tag: CRM-customizations - where/how to start? Tag: 67139
  - 25
    - Annotation Import Not Associating with Account or Contact When I import data into CRM from the cdf database my Accounts, Accounts_ext, and Contacts import correctly, the Annotation (Notes) import but are not associating with the Account or Contact. For the Object ID, I'm using the same Account ID or Contact ID that I use when importing the Accounts and Contacts. I noticed when I go through the Cleanse Data section of the Data Migration Wizard, I'm not prompted to associate the ObjectTypeCodeName Account or Contact....I'm not sure if this is the actual problem or not. Any tips or suggestions would be greatly appreciated. Tag: CRM-customizations - where/how to start? Tag: 67137
- Next
  - 1
    - ContactOpportunities Hi, Can anyone comment on how v3.0 upgrade transformed v1.2's ContactOpportunties object? I have a report originally written for v1.2 that evaluates the ContactOpportunities object. This table does not exist in v3.0. Regards, Albert Tag: CRM-customizations - where/how to start? Tag: 67136
  - 2
    - CRM Address Book in Outlook-Missing Contacts If I open my Address Book while in Word or Outlook and choose CRM Accounts from "Show Names From" dialog box quite a few Accounts are missing even though I sync, go online or offline and close the web client. What controls the population of this address book? Thanks, Lloyd Tag: CRM-customizations - where/how to start? Tag: 67133
  - 3
    - Define, Schedule, and View Resources how do I define a resource, i.e. a conference room, a projector, a company vehicle, etc. once defined to be able to schedule its use and to be able to see it on the calendar (Outlook Calendar, Service Calendar, etc.). Tag: CRM-customizations - where/how to start? Tag: 67107
  - 4
    - Contacts in Outlook Desktop client In Outlook desktop CRM Options the Contacts sincronization was set on by mistake. All personal contacts went copied to CRM and all contacts on CRM went copied to Outlook. The option check box is now off but the contacts mess still in both sides. How can I delete personal contacts from CRM? -- Francisco Tag: CRM-customizations - where/how to start? Tag: 67105
  - 5
    - CRM should not display Tracking tokens, hide them! When emails are sent from an acitvity in CRM, the system appends a TRACKING TOKEN to the suject line of the email. This tracking token should not be visible to the user. You should allow a CRM administrator to turn off "System generated" messages, but leave CRM tracking of emails on. ---------------- 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=8471f725-dcdc-4775-9ac6-d62f8502136b&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67104
  - 6
    - Registration screen We installed CRM 3.0 trial on SBS2003 and purchased and installed licenses before the 90 days expired. Today, when we tried to open the CRM screen, we get the screen "The registration period for CRM has expired!" Using deployment manager, I can see my server and CAL licenses very clearly. How do I pass that screen so I can get my users back in? Thanks Tag: CRM-customizations - where/how to start? Tag: 67101
  - 7
    - Problem with resolution of CRM contact emails Hi, Our system seems to have a problem with contact email addresses. When Outlook autofills CRM contact emails it sometimes does not resolve the email, only the contact name. I'm finding it difficult to replicate this problem, but some of te CRM users have definitely experienced it. Has anyone met this scenario before? (and does anyone know what to do about it???) Thanks! Tom Tag: CRM-customizations - where/how to start? Tag: 67100
  - 8
    - NEWBIE: Adding New Fields to the Case Form I searched the forum but I cannot find anything answering this question? I have aded a new Attribute to the "CASE ENTITY" called "SUBSCRIPTION TYPE". "SUBSCRIPTION TYPE" is a picklist value I creaed that I wish to be able to display on the standard CASE FORM. "SUBSCRIPTION TYPE" should be a 1-To-1 field to a CASE. When I attempt to customize my standard CASE FORM by using "Add fields" I dont see my new "SUBSCRIPTION TYPE" Attribute in the list of available fields. I want to add this new field to a Tab I created on the default case form? Thanks. Tag: CRM-customizations - where/how to start? Tag: 67096
  - 9
    - CRM Users/Licenses I'm at a loss. I am a system admin but do not have access to the deployment server. As I set up users, will CRM notify me if we've run out of licenses? Tag: CRM-customizations - where/how to start? Tag: 67094
  - 10
    - Duplications Hi Could someone please explain why CRM allows duplicate records to be created? I have tested this and I can enter the same account name more than once. Is there a way that one can restrict this from occuring. I would really appreciate any feedback. Thanks Tag: CRM-customizations - where/how to start? Tag: 67087
  - 11
    - filtered lookup view CRM Should let me create filtered lookup views based on a parameter. Foir example, if I have a custom entity that has a referencial many to one relationship to account and a referencial many to 1 to contacts, then, having already selected the account, when I click to lookup for a contact, I should have a way to lookup only between the contacts for the already selected account ---------------- 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=718427ed-96b3-42d0-b4d8-1dd3edf0de31&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67086
  - 12
    - Error when creating an SQL 2005 database for CRM 3.0 Hi Iâ??m installing a CRM 3.0 from scratch. I have installed a SQL2005 server I use Microsoft CRM 3.0 Professional Edition Server Setup CD. I fill in: Organization name Installation directory Web site SQL Server and create a new database Report Server An existing Organization Unit Network service account Exchange server I get an error in my Application event log: Event Type: Error Event Source: MSSQLSERVER Event Category: (2) Event ID: 17207 Date: 8/24/2006 Time: 8:04:00 AM User: DK\Administrator Computer: CRMPRE1 Description: FCB::Open: Operating system error 2(The system cannot find the file specified.) occurred while creating or opening file 'C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\deiftest_MSCRM.mdf'. Diagnose and correct the operating system error, and retry the operation. and Event Type: Error Event Source: MSSQLSERVER Event Category: (2) Event ID: 17204 Date: 8/24/2006 Time: 8:04:00 AM User: DK\Administrator Computer: CRMPRE1 Description: FCB::Open failed: Could not open file C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\deiftest_MSCRM.mdf for file number 0. OS error: 2(The system cannot find the file specified.). Where I those the SQL Server â?? I have also tried to those an existing database â?? but it tell me: â??The existing database are not compatible with this installation if MS CRMâ?? Is there any expert in this field, which can overlook the problem? Thank you in advance Best Regards Henrik Kristoffersen Tag: CRM-customizations - where/how to start? Tag: 67084
  - 13
    - Customer Relationship Management (CRM) Guide Customer Relationship Management (CRM) Guide Customer Relationship Management (CRM) today is the complete business strategy steered in favor of customer needs. And for any business to succeed CRM is no longer another software but an absolute necessity .Do You Ready For This? http://flying-rugs.com/crm/CRM.html Tag: CRM-customizations - where/how to start? Tag: 67082
  - 14
    - Worflow unable to cancel process It looks like Workflow manager lets you delete a rule event if there are still instances of the process running. Once the rule is deleted, you cannot Cancel the process in the Monitor. Any one knows how to get rid of such processes? (They are in Paused status and they won't resume and they won't Canel either!) Tag: CRM-customizations - where/how to start? Tag: 67081
  - 15
    - how to clean workplace list with completed activities ? Hi Everyone, When email activities are completed they still show in the users workplace assigned list or in their other lists. are they going to stay there forevery ?? or is there a way to remove the completed activities from the list ? The only way i see to remove them is either assign it to someone else or delete them, both of which are not the right solution. any suggestion will be really helpful. Thanks in advance Ashfaq Ali Tag: CRM-customizations - where/how to start? Tag: 67075
  - 16
    - date changed in transactions when sync with outlook Hi Everyone, when we sync data from outlook client the date is changed to the current date i.e. the date when it was synced, it should have remained the original date of the transaction. is this an error in our system or is this the way CRM works ?? how can we retain the original date in transactions. Thanks in advance Ashfaq Ali Tag: CRM-customizations - where/how to start? Tag: 67074
  - 17
    - Automated population of data in form fields Hi Everyone, One of my client wants to fill in the city and state information automatically based on zip code in forms like account, lead, contact etc. how can I achieve this ? a detail of steps or list of thing to be customized can really help me. another question related to same forms and fields is that how can I convert certain textboxes to combo boxes like state, topic, salutation etc etc ? again steps to achieve this and thing to be customized will really help. Thanks in advance Regards Ashfaq Ali Tag: CRM-customizations - where/how to start? Tag: 67073
  - 18
    - Customising Views I have a problem with the ability to customise views in CRM....why do they not let you set a 'before x days/weeks/months' filter, so that you can chase up companies and contacts that havent been contacted in the past? Their system view, 'Companies Not contacted in the past 6 months' is inadequate, as it doesn't filter based upon whether the contacts related to that company have been contacted. This is such a simple error, but it makes such a dfference! If anyone has any suggestions - or can point out that I'm wrong and you can easily fix this - then they'll be gladly received. Robert Turnbull ---------------- 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=810516df-a9ce-425f-bc65-dd74f41b2ff4&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67067
  - 19
    - eMail Receive in CRM Hello, I have installed CRM 3.0 Server and on the Exchange Server the CRM Exchange eMail Router. I can send eMails to external adresses but the answer of this mails is not imported into CRM. I have checked many settings but i found nothing... Any ideas? greetings, Stefan Tag: CRM-customizations - where/how to start? Tag: 67066
  - 20
    - Can CRM do this.? Hi we are just at the point of committing to CRM 3.0 but we have a few questions which some of you may be able to answer. 1] We have various other in house sales systems. Ideally we would like visibility of this data within CRM. How easy is it to do this.? Can CRM view external SQL database data.? Biztalk has been mentioned and also the 'build in' CRM web services. If this is possible, can 'matching' (i.e. John Smith at Microsoft in CRM / J Smith at Microsoft in another system) be done to group these records.? 2] We'd also like to report on this external data. We will be using SRS. How possible / easy is this. 3] Deduplication.! Can the data in CRM be deduped both at runtime (record entry) or in batch. Is manipulating data directly in the tables possible / supported by Microsoft. 4] We need to transfer data into CRM from our existing SQL based system. Are there utilities within CRM to do this. If not, how is it done? many thanks Chubbly Tag: CRM-customizations - where/how to start? Tag: 67065
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    - Trial Version Is there one and if so could anyone point me towards it. Thanks Chubbly Tag: CRM-customizations - where/how to start? Tag: 67064
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    - Add contact lookup to custom attribute Hi, I have added a custom attribute of nvarchar(100) and placed it on the the opportunity entity. I want to store a contact fullname in this field using a lookup to the contact records. After a bit of reading I got the impression I could do this with a relationship mapping but it won't let me map the fullname attribute from contacts to my new attribute. It says it must be the same type and the target must be equal or longer and not mapped anywhere else. Here is the problem. fullname is 160 characters long and the limit on my new attribute is 100. Am I on the right track here or is there something I am missing. Any help would be greatly appreciated. cheers, Rob Tag: CRM-customizations - where/how to start? Tag: 67060
  - 23
    - Create contract lines from Order Hi ! I want to create contract line automatically after Order creating. What is best practics for it? Please explain which customization i need to do. Thanks. Tag: CRM-customizations - where/how to start? Tag: 67056
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    - Rearranging fields after hidding them With simple Javascript we are able to hide fields from a form. However, the fields which are still shown on the form are not realligned. For example we might have the following scenario: Field 1 Field 2 Field 3 Field 2 should not be shown on certain conditions. So, in the onLoad() event of the form we hide this field. This will result in the following: Field 1 Field 3 With an empty space between Field 1 and Field 3. Is there a way to bypass this issue ? Thanks Nicos Papaioannou Tag: CRM-customizations - where/how to start? Tag: 67050
  - 25
    - CRM should let you change a product's unit group It is impossible to change a product's unit group once a product has been created.As a result, if you don't get this aspect of your system configured correctly at the start, it is very very hard to correct it down the road. I realize that the unit group permeates the entire database schema, but it should still be possible to change it without deleting the product altogether. Deleting the product and re-adding it is not usually an acceptable option for a mission critical system that has been in use for a few years. Hopefully you can find a way to let us change the unit group in future versions!! 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=bfe38457-a6a6-42b5-bae4-118857255eac&dg=microsoft.public.crm Tag: CRM-customizations - where/how to start? Tag: 67036

Hi folks,

I have to dig into customizing CRM (3.0). I'd very much appreciate any
hints about how and/or where to start, such as links, books, etc.

Thanks in advance!

Cheers,
Olaf
--
My .02: www.Resources.IntuiDev.com

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Re: CRM-customizations - where/how to start? by BLaw

BLaw
Fri Aug 25 07:24:40 CDT 2006

So far a good resource but it won't make you an expert.

"Working with Microsoft Dynamics 3.0" ISBN:978-0-7356-2259-3

Olaf Rabbachin wrote:
> Hi folks,
>
> I have to dig into customizing CRM (3.0). I'd very much appreciate any
> hints about how and/or where to start, such as links, books, etc.
>
> Thanks in advance!
>
> Cheers,
> Olaf
> --
> My .02: www.Resources.IntuiDev.com

Top