Calling another screen through posturl as part of a workflow

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  - 1
    - CRM Security Services (Request timed out) I installed CRM and it works well but i have one problem that when i come to office every day and chech the CRM server it stoped and when try to start it http://crmweb then i get message Security Services is not runing and after runing Security Services when i try to run Explorer http://crmweb then it hangup for long time and mostly i get error after shut down and restart server it works well. i dont know what is wrong with this? During hangup i get this error message Server Error in '/' Application -------------------------------------------------------------------------------- Request timed out. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Web.HttpException: Request timed out. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [HttpException (0x80004005): Request timed out.] -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET Version:1.1.4322.573 I need your help to solve this problem. Regards, Awan Tag: Calling another screen through posturl as part of a workflow Tag: 28543
  - 2
    - Report Legend missing When running the supplied Crystal Reports, the legend or key to the charts are missing. What can be the cause of this? Tag: Calling another screen through posturl as part of a workflow Tag: 28542
  - 3
    - Unknown error when going offline in SFO Hi, I had failed going offline in my Outlook after this following scenario: - Click the 'Go Offline' button on CRM toolbar in Outlook. - The 'Offline Configuration' window show, then click the Ok button - The 'downloading status' progress window show. After the progress, My outlook still in online mode(It was still 'Go Offline' button in my CRM toolbar) - Click the 'Go Offline' button again, got the same 'Offline Configuration' window & after that the same 'downloading status' progress window. - After the progress, the 'Go offline' button change into 'Go Online' button - Try click one of the CRM folder (ex. quotes,leads,products,etc), get "Metadata Cache Error, no entity" message error I suspect the progess bar session was containing important message that I missed. Cos I think I read this message in the progress window, "initial snapshot....... crm metadata .....is not available" Any help will be appreciated. Thank you Tag: Calling another screen through posturl as part of a workflow Tag: 28540
  - 4
    - SFO: error: your microsoft crm server application has not yet been upgraded. Help me, I'm installing MSCRM SFO 1.2 on a windows XP machine (sp1) i'm getting the error: your microsoft crm server application has not yet been upgraded. Upgrade microsoft crm server first, and then try upgrading Microsoft crm sales for outlook again I do find 2 postings about the same problem, but no answer on this problem... The server is a win2000 server with MSCRM 1.2 installed, IE 6 sp1 Exchange server has Exchange 2000, and outlook 2002 installed, IE 6 sp1 The XP machine has outlook 2002 installed, sp1, IE 6 sp1 including some bug fixes I can't figure out what i need to update... I know that if your server is exchange 2000 you need outlook 2000, if you have exchange 2003 you need outlook 2003. But they don't say anything about outlook 2002.... Can someone help me? Tag: Calling another screen through posturl as part of a workflow Tag: 28538
  - 5
    - your microsoft crm server application has not yet been upgraded. Upgrade microsoft crm server first, and then try upgrading Microsoft crm sales for outlook again Help me, I'm installing MSCRM SFO 1.2 on a windows XP machine (sp1) i'm getting the error: your microsoft crm server application has not yet been upgraded. Upgrade microsoft crm server first, and then try upgrading Microsoft crm sales for outlook again I do find 2 postings about the same problem, but no answer on this problem... The server is a win2000 server with MSCRM 1.2 installed, IE 6 sp1 Exchange server has Exchange 2000, and outlook 2002 installed, IE 6 sp1 The XP machine has outlook 2002 installed, sp1, IE 6 sp1 including some bug fixes I can't figure out what i need to update... I know that if your server is exchange 2000 you need outlook 2000, if you have exchange 2003 you need outlook 2003. But they don't say anything about outlook 2002.... Can someone help me? Tag: Calling another screen through posturl as part of a workflow Tag: 28537
  - 6
    - import data from sql on a clean install of CRM (new SID) I performed a clean install on a new server but can not import or restore my data from my old crm install because the SIDs are differnt and CRM stops working. What can I do to get data to my new database from the old database. My main goal is to get my accounts and contacts back. Everything else I can recreate. Anyone who knows how to solve my issue please lend your assistance. Thanks in advance. Tag: Calling another screen through posturl as part of a workflow Tag: 28530
  - 7
    - Create new Object types Help??? We are just implementing a new MS-CRM system and have a need which I figure should be possible but don't know how to do. Essentially we need to add a new Object Type. We need to slot in a â??Projectâ?? object type in between the existing Opportunity and Account types. A Project has a finite time frame. Multiple Accounts (Companies/Customers) with their associated Contacts can be attached to that â??Projectâ?? and a Contact must be able to be assigned as the Project Lead for that â??Project.â?? How do I do that? I did consider just making an Account and calling that the â??Projectâ?? and then having â??Child Accountsâ?? as the various companies within the project but that would add a lot of confusion and we would optimally like to separate the â??Projectâ?? (which is not in and of itself a revenue generator) from the Accounts (which are direct revenue generators.) It also allows us to scale upwards more easily as the â??Projectsâ?? can sometimes have 30-39 different accounts associated with them. Finally we would also like to be able to see easily which accounts were associated with a single â??Projectâ?? and vice versa from an Account or a Contact see which â??Projectsâ?? it is associated with. I am relatively new to MS-CRM so please excuse me if this has been answered but after two days of searching the past messages I couldnâ??t find an answer. Thanks, Aslam Tag: Calling another screen through posturl as part of a workflow Tag: 28524
  - 8
    - Create a new Object types Hi there, We are just implementing a new MS-CRM system and have a need which I figure should be possible but don't know how to do. Essentially we need to add a new Object Type. We need to slot in a â??Projectâ?? object type in between the existing Opportunity and Account types. A Project has a finite time frame. Multiple Accounts (Companies/Customers) with their associated Contacts can be attached to that â??Projectâ?? and a Contact must be able to be assigned as the Project Lead for that â??Project.â?? How do I do that? I did consider just making an Account and calling that the â??Projectâ?? and then having â??Child Accountsâ?? as the various companies within the project but that would add a lot of confusion and we would optimally like to separate the â??Projectâ?? (which is not in and of itself a revenue generator) from the Accounts (which are direct revenue generators.) It also allows us to scale upwards more easily as the â??Projectsâ?? can sometimes have 30-39 different accounts associated with them. Finally we would also like to be able to see easily which accounts were associated with a single â??Projectâ?? and vice versa from an Account or a Contact see which â??Projectsâ?? it is associated with. I am relatively new to MS-CRM so please excuse me if this has been answered but after two days of searching the past messages I couldnâ??t find an answer. Thanks, Aslam Tag: Calling another screen through posturl as part of a workflow Tag: 28523
  - 9
    - How to automate increasing the form cache registry/file etc... I want to roll out a batch file to make a number of tweaks to CRM The body of it would go REGEDIT /S Kerberosefix.reg REGEDIT /S ForceFormreload.reg REGEDIT /S OutlookFix.reg It would also rename OSA.exe to OSA.bad Remove OSA.exe From the startup menu I need help finding a way to use my batch file to increase the Outlook Form cache from the default 4MB to 50 MB.. This makes CRm more stable and faster for communications. I dont want to manually do this, as it time consuming, are my end users would not be reliable in doing it themselves. I also want to make another batch file or button that is able to CLear the CRM cache..I believe a lot of CRM SFO issues are because of performance being so lousy, and cache/ temp file issues Please let me know if you have ideas Tag: Calling another screen through posturl as part of a workflow Tag: 28522
  - 10
    - Inquiring user Will CRM integrate with Quickbooks Premier or Enterprise Solutions? Would CRM be a useful tool to track and report sales by sales rep and/or by referral source? Is CRM an optimal software package to use in conjunction with Quickbooks if 100% of my sales are generated from the internet? -- pcpa Tag: Calling another screen through posturl as part of a workflow Tag: 28519
  - 11
    - Default Contact Methods Is there a way to change the default contact method for email from "Do not allow" to "Allow" in the Account Administration tab? Currently when we create accounts, it defaults to not allowing email to be sent to an account, but I would like to reverse this as we often contact customers via email. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: Calling another screen through posturl as part of a workflow Tag: 28517
  - 12
    - Spell check Has anybody used the CRM patch from 360 from iespell.com? Just wanted to hear some feedback. Thanks.. Tag: Calling another screen through posturl as part of a workflow Tag: 28516
  - 13
    - error attaching file to email Getting the error: File Upload Failure There was a problem while attempting to upload the requested file. Check the path and try again. The file is a pdf, about 74 KB. Any ideas?? Tag: Calling another screen through posturl as part of a workflow Tag: 28515
  - 14
    - deleting CRM users?? Is there a way to delete the users from the users folder? It doesn't seem like you can get rid of them or change the groups that they belong to if you make a mistake, etc. Tag: Calling another screen through posturl as part of a workflow Tag: 28507
  - 15
    - Adjusting View Column Width Quick question, hopefully there is an easy answer. It often seems that when viewing opportunities, the column with for opportunity name is too small. This width is not modifiable via the Edit Views interface. Does anyone have a way around this to adjust the size? Thanks in advance, Scott Tag: Calling another screen through posturl as part of a workflow Tag: 28506
  - 16
    - The server localhost is not responding Need help repair crm install. I had a working CRM and problems began to occur after I tryied deleting a user from crm within web client. I deleted a the user in active directory then attemped in crm but it would not work. I know that was the wrong way to do it. No I am having problems logging in to crm with any user even the admin. When I go into deployment manager to check valid users I get local host is not reponding please contact administrator. If I try from web client the page comes up with error please contact admin. I need to get into my data. All I have is a backup of the SQL Database. I've tried restoring database but I still get an error. Thanks in adavance Tag: Calling another screen through posturl as part of a workflow Tag: 28504
  - 17
    - Several Offices for the same Account Hi, Is there any possibility to do it ? Without having to use other custom fields in the Account entity to enter several Offices ? Thank you, Hugo Tag: Calling another screen through posturl as part of a workflow Tag: 28498
  - 18
    - CRM privileges.... When I go to open up the workflow monitor or manager after a fresh install it says: "you do not have sufficient privileges to run the Microsoft CRM workflow monitor" How can I access these two features? I added the computer (which is also the SQL server) to the Windows Pre-compatability group, but I didn't see any other advice on what rights had to be assigned. Can anyone tell me where to assign the privileges so I can use the workflow monitor/manager? Tag: Calling another screen through posturl as part of a workflow Tag: 28495
  - 19
    - Register crmisapi.dll failed Hi, I'm having a few problems with CRM email. I have installed the router on our Exchange 2000 server which is also running OWA on port 85. I have created a new website for CRM using port 80. I type in the address to the srf file on the exchange server in Internet explorer on the CRM server and get page not displayed. I have followed the steps defined in http://groups.google.com/groups?q=exchange+email+router&hl=en&lr=&ie=UTF-8&selm=O3puCy2vDHA.2372%40TK2MSFTNGP09.phx.gbl&rnum=1 but step 9 suggests I should reregister the CRMISAPI.DLL which fails with the message "DllRegisterServer in crmisapi.dll failed. Return code was:0x80004005". Currently when I try to send email from CRM I get "Unexpected Error" Try again/Go Back. Any ideas? I have installed .net framework 1.1 on the CRM Server and am using CRM version 1.2. APart from this email problem, everything else works OK. Thanks. Tag: Calling another screen through posturl as part of a workflow Tag: 28494
  - 20
    - Prod data to development environment We have a scenario where I would like to take the data currently in our production database and put it into a development CRM environment. What is the best way to accomplish this ? It appears that taking a backup of the production database and restoring into development will not work. Tag: Calling another screen through posturl as part of a workflow Tag: 28492
  - 21
    - Development With Visual Studio Has anyone developed an SDK application with Visual Studio in an environment that is in a different domain? I need to debug my app - Do I always need to install VS on the CRM server? Does Microsoft have a document that outlines the recommended development environment? Any thoughts? Thank You Tim Tag: Calling another screen through posturl as part of a workflow Tag: 28491
  - 22
    - Synching CRM Contacts into Outlook We have a client that wants to download the CRM 1.2 contacts in Outlook 2003. The options is selected to synch in CRM SFO but does not happen. Is there anywhere else I should look? I know that there is a patch for CRM 1.0 but cannot find anything for 1.2 Thanks for any help John Tag: Calling another screen through posturl as part of a workflow Tag: 28490
  - 23
    - Delete SFO folders Hi, i've tried to delete CRM SFO folders and it worked, the problem is that i can't get them back. Is there a way to recover them? Thanks in advance Tag: Calling another screen through posturl as part of a workflow Tag: 28489
  - 24
    - CRM doesn't install correctly... I have been trying to install the Microsoft CRM 1.2 and after about 4 different times I'm almost ready to give up. Every time it installs, there is no way to access the workflow monitor or manager. It will give me the message "The server is not responding. This might happen if it is currently unavailable..." When I open the crystal enterprise there is a service in red - the WinHTTP proxy auto-discovery. I'm not sure if that is what is causing all of the problems, but that service has never started in every install. If I try to start it through the services snap-in it will say "The account specified for the service is different from the account specified for other services running in the same process". However, they're all starting and running under the same account. How can I get all the services to start and access to the workflow monitor/manger? I.E.- how can I get the Microsoft CRM to work like it's supposed to? Tag: Calling another screen through posturl as part of a workflow Tag: 28487
  - 25
    - Custom Forms Hi All, When customizing a form in CRM 1.2 I cant find the way to edit the part of the forms that appear when you save a newly opened case. ie. When you save a new case it goes from having just the "information" button on the left hand side to having the activites and notes buttons. I'd like to be able to customise those areas. Is this possible through the CRM interface? If not how do you do it? Thanks All Tom Tag: Calling another screen through posturl as part of a workflow Tag: 28486
- Next
  - 1
    - How to restore data from old sql on a clean install of CRM I've locked myself out of my orginal install of CRM instead of trying to fix the problem I made a clean install of my server and CRM. Now when I restore the MSCRM, Metabase, and MSCRMDistribution I get locked out the server because users do not exsist. How do I restore the database from the old sql and get it to work on my clean install of CRM. My main goal is to get back contacts and accounts. I can recreate the other stuff Tag: Calling another screen through posturl as part of a workflow Tag: 28485
  - 2
    - TAPI dial from mscrm Is there a tapi dialer for mscrm or way to dial out from mscrm into a tapi compliant ip phone system? Andy Tag: Calling another screen through posturl as part of a workflow Tag: 28484
  - 3
    - Sales for Microsoft Outlook Client Hi, I have a couple of CRM related queries: 1. Will appointments and tasks created in CRM sync with outlook if SFO is not installed? 2. Can SFO be used with just a service license? Does this overcome the sync issues? What feaures are available in this case? 3. Can SFO outlook be used for multiple users on a single machine? Is there any documentation saying yes or no? Many thansk for any assistance, Marcus Robinson Tag: Calling another screen through posturl as part of a workflow Tag: 28479
  - 4
    - "Method not allowed" in Outlook Client Hello, Im trying to make an "add on" for MSCRM 1.2, that should work on an Outlook Client while offline. I try to use Microsoft.CRM.Platform.Proxy.BizUser. It doesn't matter what I try, i get the error "Method not allowed" when I try to ask "objBizUser.WhoAmI". When BizUser.url shows the CRM server, it works. For offline I try to use the services from "http://localhost:2525/mscrmservices". I dont't know how can I see the Address for ".srf" files on the client. It works when I use Microsoft.CRM.Platform.COMProxy, but I think this way is not supported. Does anybody know what can I do? This would help a lot. Tag: Calling another screen through posturl as part of a workflow Tag: 28472
  - 5
    - Change the language Hi there, is it possible to change MS CRM language after installation? Thanks in advance Tag: Calling another screen through posturl as part of a workflow Tag: 28470
  - 6
    - CRM and Sharepoint Is there any integration between CRM and Windows Sharepoint Services or Sharepoint Portal Server? Tag: Calling another screen through posturl as part of a workflow Tag: 28469
  - 7
    - Closing aspx page Hi, I wrote a few procedures in VB.net (using the MS CRM SDK) to get external data into MS CRM, and put them in an aspx page. This works fine, but since these procedures have to be executed at night, I'd like the page to close after all the procedures in the Sub Form_Load are completed. Is it possible to close the page, or is there another option to execute the procedures? Thx in advance, Simon Tag: Calling another screen through posturl as part of a workflow Tag: 28460
  - 8
    - Installing - Domain/Site admin Hi I have a client that can only log into their system as site admin, is there any way Microsoft CRM can be installed as a site admin? Oh and can anyone let me know what the difference is betwee installing CRM as a Site admin as opposed as a Domain admin? Tag: Calling another screen through posturl as part of a workflow Tag: 28456
  - 9
    - Specifying the domain of the Microsoft CRM I am a new user of Microsoft CRM. I have tried it using Win2k as my platform and whenever we access the crm, we specified the username, password, and domain. but why is that when we use winxp as our platform the domain textbox does not appear anymore? how do i make it reaapear in winxp platform Tag: Calling another screen through posturl as part of a workflow Tag: 28453
  - 10
    - Microsoft CRM How do I let the users specify the domain in an xp environment. I have tried using Microsoft CRM in WIndows 2k. Whenever we login the we have to specify the domain in the textbox but when we use windows xp the domain textbox does not appear. how do i make it the domain textbox reappear whenever we access the microsoft crm? Tag: Calling another screen through posturl as part of a workflow Tag: 28452
  - 11
    - Different access to data related to contact I have the case that two or more Sales reps are in relation with the same contact but information that one relates to the contact like email, message etc.. are not allowed to be seen by other sales reps. Is there any possibility to do it in CRM? Tag: Calling another screen through posturl as part of a workflow Tag: 28450
  - 12
    - Connectivity with Nortel, Avaya, Alcatel, Siemens et al PABX I would like to know if anyone have already developed connectivity to different PABX? -- Grace Tag: Calling another screen through posturl as part of a workflow Tag: 28449
  - 13
    - CRM SFO Offline Problem I have got the problem when offline. When i click "Go Offine", it success. But after I when to use the MSCRM function offline, the error msg "Metadata Cache Error" is shown. Does anyone face the same problem? how to fix it? Tag: Calling another screen through posturl as part of a workflow Tag: 28447
  - 14
    - CRM and Crystal Reports We have a production environment and a development environment on different servers. we restored the production databases to our development environment. After doing this our Crystal Reports does not work gives the error "Crystal Reports Logon Error - Please verify that you have enought Crystal Licenses". I'm pretty positive it has to do with the fact that the Prod env and dev env are on different servers and since we restored the dev database directly from production it is not looking for Crystal Reports in the right spot. What is the best way to fix this ? I can't find anything in the application to allow me to change this. Tag: Calling another screen through posturl as part of a workflow Tag: 28440
  - 15
    - Has anyone ever used Axapta for advertising sales management or a. We are looking to migrate from our existing sales management software to a more reliable, more scalable, comprehensive solution. We're hoping Axapta is the key. Any experiences anyone could share would be appreciated. Tag: Calling another screen through posturl as part of a workflow Tag: 28439
  - 16
    - Adding a custom field to the Orders Form I'm trying to have a custom field labeled "Client" to appear in the Orders Form. 1. I add the field "CFSClient" through the Schema Manager in the Deployment Manager. 2. I was able to go to Settings | System Customization | Orders | Customize Form | All Orders and add the custom field I created. 3. After saving the changes, the "Client" field I created does not appear when I create a new Sales Order. (I tried modifying the Integration Setup isv.config file but still ahve no luck with seeing my custom field on the Sales Order Form). Thanks for any assistance. Robert Lazo Tag: Calling another screen through posturl as part of a workflow Tag: 28428
  - 17
    - MOIBF for Microsoft CRM, client install error 28001 I've not been able to get the client installer to work. The reported error (on installation) is 28001. Setup is unable to retreive the URL for the smart tag refresh from the information bridge metadata service Tag: Calling another screen through posturl as part of a workflow Tag: 28427
  - 18
    - search utility in CRM knowledge base Hello there! The search utility in CRM knowledge base works for some of my users and for others doesn't. I mean that they put the same word which exists in articles, one sees the search results and the other gets no results. Have you any idea how can I fix this. I gave system administrator role to both users and nothing changed. Another question for those of you that don't write only in english. The search utility in CRM cannot identify greek characters and gives an "unexpected error". All other search utilities in CRM (such as in Accounts, Contacts etc) work fine with greek characters. Thanks for your time, Elena Tag: Calling another screen through posturl as part of a workflow Tag: 28426
  - 19
    - MSSQLServer and SQLServerAgent Service Accounts Hello, I am new to CRM. We have a CRM Server and SQL 2000 Server each on their own piece of hardware. I recently changed the MSSQLServer and SQLServerAgent services to start using a Domain\User. I was able to get the services started and all other programs worked well except for CRM. We were no longer able to get to the CRM Website, and the CRM Security Service would not start. As soon as I set the SQL Services to start using the localsystem account again, everything began working fine. What privileges does does a domain user need in CRM in order for the software to function properly? I most definitely want to start the SQL Services in this manner. Can someone help me with this. Tag: Calling another screen through posturl as part of a workflow Tag: 28425
  - 20
    - CRM Integration with an other SQL db I'm looking to bridge Navision on SQL with CRM. Any body got some suggestions on the best way to built that real time link? -- Benoit Tag: Calling another screen through posturl as part of a workflow Tag: 28421
  - 21
    - Qty on hand & back orders - Integration hi all, A couple questions with inventory and sales. 1. Is it possible to setup CRM so that an order can not be created if there is 0 qty on hand? I don't want to carry a balance or do a back order. 2. Is it possible to only bring over the qty on hand from one warehouse? Currently our sales team sees items that are in our quaranteened warehouse. Thanks. Tag: Calling another screen through posturl as part of a workflow Tag: 28420
  - 22
    - CRM Custom aspx Form I figured out how to pass the GUID ID to custom aspx pages. Now, I have a different problem that how I can make the Save and Save As button to call a function from other aspx forms? So when the user save the form, it will not only save the fields from the MS CRM (lets say) Opportunity form, but also it will save the fields from the side tab form (custom aspx page) fields. Thanks, Zaw Tag: Calling another screen through posturl as part of a workflow Tag: 28418
  - 23
    - Sample Data - MSDN Subscriber license Dear All, I have instaled CRM using MSDN Subscriber key. Now I want to install sample database but when I try to install from SampleData folder, i get error message saying the 'This wizard is intended to import "Adventure-works Cycle" sample data only. It cannot be run with the MS CRM deployment currently selected...'. how do we install sample data on MSDN Subscriber? Thanks and regards, Kiran Tag: Calling another screen through posturl as part of a workflow Tag: 28414
  - 24
    - CRM New Email, then Communications Error Missing Microsoft CRM Key I get the following message when I hit the send key, after adding an email task (e.g. for a case) Communications Error Missing Microsoft CRM Key. I'm usign the MSDN 5 user license (which comes with the universal ed. under the 'MS Business SOlutions' subscription. Tag: Calling another screen through posturl as part of a workflow Tag: 28413
  - 25
    - Outlook (Sales CRM), Error when click on 'account' etc If I try to select an items from any of the CRM folders in Outlook, I get the following error : Error An error has occurred. For more information, contact your system administrator. This is on Outlook 2003 (on Windows XP SP2). The CRM server is running on Windows 2003. NB: The port for CRM website is 8099 Sharepoint services is also running on the Windows Server. If I access the CRM via IE all is well (on the same Windows XP client) I've reveiewed all the updates for CRM 1.2 (KB), and installed any relevant patches. Tag: Calling another screen through posturl as part of a workflow Tag: 28412

Hi, I'm trying to make a workflow which activates the knowledge base screen
after
I have created a case.

I've made a workflow when a case is created with posturl :
\\localhost\cs\home_managekb.aspx . This doesn't work, can anyone help
me?

Top

RE: Calling another screen through posturl as part of a workflow by SJourd

SJourd
Thu Nov 11 01:10:04 CST 2004

Ha ha, try again..;-)

"Jean-Paul" wrote:

> Hi, I'm trying to make a workflow which activates the knowledge base screen
> after
> I have created a case.
>
> I've made a workflow when a case is created with posturl :
> \\localhost\cs\home_managekb.aspx . This doesn't work, can anyone help
> me?
>

Top