Can't see Potential Customers in Offline Mode

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  - 1
    - Can't see Potential Customers in offline mode When I go offline and use Outlook, then click on Opportunities to view them, I can't see the Potential Customer in the view for any account I don't personally own, even though they are shared out to me. Why is this happening? I am a CRM admin so I should have no restrictions. The only limit for me I guess is that I don't actually OWN the companies I can't see. Thanks. -- Client Solutions Manager Micro Strategies Tag: Can't see Potential Customers in Offline Mode Tag: 70700
  - 2
    - Data manipulation without Scribe I know Scribe is the preferred tool, but in order to help my understanding of options, and system capabilities, I am wondering: How would one go about doing complex data manipulation with MSCRM data? i.e. Mass merging of duplicates, migrating tables including their record relationships, etc?. I am not sure if I read this somewhere, but I have gotten the feeling that it is not supported (or dissasterous) to work with the data from the SQL backend. Is this so? If Scribe did not exist, how would we work with the data? Are there other parts of the system that would need modification, for example. I have very experience with working with SQL at the moment. Tag: Can't see Potential Customers in Offline Mode Tag: 70695
  - 3
    - Data Manipulation without Scribe? I know Scribe is the preferred tool, but in order to help my understanding of options, and system capabilities, I am wondering: How would one go about doing complex data manipulation with MSCRM data? i.e. Mass merging of duplicates, migrating tables including their record relationships, etc?. I am not sure if I read this somewhere, but I have gotten the feeling that it is not supported (or dissasterous) to work with the data from the SQL backend. Is this so? If Scribe did not exist, how would we work with the data? Are there other parts of the system that would need modification, for example. I have very experience with working with SQL at the moment. Tag: Can't see Potential Customers in Offline Mode Tag: 70694
  - 4
    - Data Manipulation without Scribe? I know Scribe is the preferred tool, but in order to help my understanding of options, and system capabilities, I am wondering: How would one go about doing complex data manipulation with MSCRM data? i.e. Mass merging of duplicates, migrating tables including their record relationships, etc?. I am not sure if I read this somewhere, but I have gotten the feeling that it is not supported (or dissasterous) to work with the data from the SQL backend. Is this so? If Scribe did not exist, how would we work with the data? Are there other parts of the system that would need modification, for example. I have very experience with working with SQL at the moment. Tag: Can't see Potential Customers in Offline Mode Tag: 70693
  - 5
    - attribute display names I am trying to find the corresponding display names for each attribute. I have a case where the schema names and the actual CRM field names are very different. I want to put a spreadsheet together with the field name from the form and its actual database name. Which table holds the display name? I have looked in the metabase and have not found it yet. Thanks, Ryan Tag: Can't see Potential Customers in Offline Mode Tag: 70691
  - 6
    - How do i remove subjects? I've been asked to revamp our subject tree. I can't however, remove subjects that are linked to other records. I can't believe there's not an 'update' feature that would easily change any instances of and existing subject to something else. From what I've read, the only way to do it would be through and update SQL query. Is there any other way? Thanks, Derek Tag: Can't see Potential Customers in Offline Mode Tag: 70688
  - 7
    - sales process for other entities Hi! I would like to create sales process like it exist for opportunity for other entities. For example for order i have 4 different steps(send it by email,create appointment and etc.). May be somebody have solution description. Thanks Tag: Can't see Potential Customers in Offline Mode Tag: 70687
  - 8
    - cross entity search We need to create search in 3 entity Lead,Account,Contact. What is the best way to do this? Tag: Can't see Potential Customers in Offline Mode Tag: 70686
  - 9
    - domain User accounts - will this work? im planning to install CRM and related softwares with the following user accounts i have a domain called "crm domain" which is in native mode. i have separate machines to act as CRM server and SQL Server. A user has been created in AD called as CRMAdmin. It is a member of the Domain Administrators group. - On the proposed SQL Server , - logged into the machine as "LocAdmin" - installed SQL Server - service running under local system account - On the proposed CRM server machine, - Prerequisites installed by logging into the machine as "LocAdmin" who has local administrative credentials on that machine. Then, Log in as CRMAdmin (who is a member of the Domain Controllers group) - install CRM ; service account to be used mentioned as - CRMAdmin Would also have some customizations placed in the Default Website ; new virtual directories have been created. This VD would be given Windows Authentication as directory security. Will this entire setup work? Thank you Tag: Can't see Potential Customers in Offline Mode Tag: 70685
  - 10
    - Uninstall client for outlook Hi Guys, I am having trouble installing Desktop client for outlook for CRM 3.0. When I try to install, I get an error saying somthing like the version is not compatible or the client already exists. When I checked, I found that C:\Program Files\Microsoft CRM\Client folder already exists and has some files in it. There is also MSDE database for CRM on the machine. I want to completely uninstall this client. But I do not see the entries for CRM client and MSDE database under Add/Remove programs. Can anyone tell me how to manually uninstall CRM client as well the MSDE database? You help is greatly appreciated. Thanks. Vikram Tag: Can't see Potential Customers in Offline Mode Tag: 70681
  - 11
    - Reporting Where can I find the report designer add-on for VS 2003? Tag: Can't see Potential Customers in Offline Mode Tag: 70679
  - 12
    - Reporting Where can I find the report designer add-on for VS 2003? Tag: Can't see Potential Customers in Offline Mode Tag: 70678
  - 13
    - Updating ActivityPointers As part of a data migration I am attempting to update the regardingobjectid on a number of ActivityPointer records. I tried to do it in a similar way to how I modified some incidents: CrmService.Retrieve(), make modifications to the returned object and then call CrmService.Update() passing to it the ActivityPointer object but I received the following SoapException: Message: Server was unable to process request. InnerText: The method being invoked does not support provided entity type. I cannot find any documentation or examples in the SDK on modifying ActivityPointers. Can anyone steer me in the right direction? Tag: Can't see Potential Customers in Offline Mode Tag: 70677
  - 14
    - Accessing products off-line Hi, Facing the following issue. Company sells products. Every country has its own products, so country specific products exist. Loading them all into MS CRM is an option. However, since ' real' sales objects such as quotes, orders and or invoices are not used, there is no real need to put them in. On a new entity, however, a link to a ' product' is needed, so we used an itermediate entity to lookup a product and thus create (fake) a many to many relationship. There are to many clicks needed to fulfill this task as sometimes many products need to be linked to this new entity. What might be the solution for this? Linked picklist that check on the user's and or customer's country and then prepopulates a country specific picklist which eliminates the values in another picklist is one option. Does anyone have some ideas? Of course, off-line availability is one of teh challenges.. M Tag: Can't see Potential Customers in Offline Mode Tag: 70674
  - 15
    - Only 2000 characters in CRM 1.2? HI, I have using MS CRM 1.2 and we seem to be limited in the notes section for Phone calls and letters to 2000 characters which we find VERY limiting. Is there any way around this at all? CHeers, Paul Tag: Can't see Potential Customers in Offline Mode Tag: 70673
  - 16
    - Unexpected type for property (800404cc) I am receiving an â??Unexpected type for propertyâ?? error (800404cc) when I attempt to update the Template entity using the following code. (CRM services set up here) template template = new template(); template.title = "Client System Setup"; template.templateid = new Key(); template.templateid.Value = new Guid("0c9e6c54-ec23-db11-84ef-0030482f095c"); service.Update(template); (or) (CRM services set up here) template template = new template(); template.title = "Client System Setup"; template.templateid = new Key(); template.templateid.Value = new Guid("0c9e6c54-ec23-db11-84ef-0030482f095c"); TargetUpdateTemplate target = new TargetUpdateTemplate(); target.Template = template; UpdateRequest update = new UpdateRequest(); update.Target = target; UpdateResponse updated = (UpdateResponse)service.Execute(update); This type of updating work fine in .NET assemblies and custom web services for other entities, such as accounts and cases. -- lthomasny Tag: Can't see Potential Customers in Offline Mode Tag: 70672
  - 17
    - Unexpected type for property Error (800404cc) I am receiving an â??Unexpected type for propertyâ?? error (800404cc) when I attempt to update the Template entity using the following code. (CRM services set up here) template template = new template(); template.title = "Client System Setup"; template.templateid = new Key(); template.templateid.Value = new Guid("0c9e6c54-ec23-db11-84ef-0030482f095c"); service.Update(template); (or) (CRM services set up here) template template = new template(); template.title = "Client System Setup"; template.templateid = new Key(); template.templateid.Value = new Guid("0c9e6c54-ec23-db11-84ef-0030482f095c"); TargetUpdateTemplate target = new TargetUpdateTemplate(); target.Template = template; UpdateRequest update = new UpdateRequest(); update.Target = target; UpdateResponse updated = (UpdateResponse)service.Execute(update); This type of updating work fine in .NET assemblies and custom web services for other entities, such as accounts and cases. Is this a bug? Tag: Can't see Potential Customers in Offline Mode Tag: 70671
  - 18
    - no mails sent Hi all, I got a little problem with my CRM-System last week. I tried to put some workflows in there where I get a mail when some work is to do (details doesn't matter here). This worked fine for exactly one automatic sent mail. But now, I can't send _any_ mails from the CRM so I seem to broke something. Can somebody tell me where I can take a look (log-files, event-log, ...) to check and analyse the error? Sascha Tag: Can't see Potential Customers in Offline Mode Tag: 70670
  - 19
    - Last Date Included in Campaign disappear When you include a customer (contact or company) in a campaign, on the admin tab against a contact or copmany and there is a field there called Last Date Included in Campaign, CRM is supposed to update a field against their record (last date included in campaign). For some reason this field does not appear to be updated on the crm system. If any body has any idea about this problem, please reply. Thanks Shakil Khan Tag: Can't see Potential Customers in Offline Mode Tag: 70668
  - 20
    - CRMbar in Outlook disappears Hello, On the notebooks of our employees I've installed the Desktop CRM Client. On some of these notebooks after a while, the CRM bar in Outlook disappears. Menu > View > Toolbars > Microsoft CRM is checked, and the only solution that worked for me untill now is to do a Repair from the Client install CD. Does anyone have a solution for this problem? Because more and more people are having this problem. Regards, Dirk Tag: Can't see Potential Customers in Offline Mode Tag: 70666
  - 21
    - Multiple Email addresses It would be great if CRM would resolve email addresses that existed multiple times. Mainly between System user and Contact. All my clients have each user setup as a contact. The current system does not allow for the contact to have an email address or it will not resolve the emails. ---------------- 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=dde749a8-4fcf-4391-9a0f-40aee2dcda72&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70665
  - 22
    - Using the Competitor entity Guys, I'm trying to figure out what to do. The MS-CRM competitor entity treats the competitor as is, whereas, i feel like it's important to be able to really see what products does he has and which one is competing (againt me) in a certain opportunity. Did anyone faced the same? I tried to bypass it by creating a new entity call "competitor products" (becuase the products that show on the competitor drill down are my products) and i hooked it up to the opportunity entity. However, the problem is that i need to be able to "choose" the competing product in the opportunity, rather than adding it... any thought will be appreciated Tag: Can't see Potential Customers in Offline Mode Tag: 70664
  - 23
    - Eventlog Error - MSCRMExRouterService Hi, I'm getting the following error in our exchange server event log once a minute. I've checked the fixes suggested on http://www.eventid.net/display.asp?eventid=0&eventno=8197&source=MSCRMExRouterService&phase=1 and have checked that the exchange server is a member of the PrivUser group as suggested. However I can't see where to set the CRM-Exchange E-Mail Router Service logging level, can anyone point me in the right direction, or maybe suggest another possible solution to this error? Many thanks Ben Event Type: Error Event Source: MSCRMExRouterService Event Category: None Event ID: 0 Date: 16/10/2006 Time: 11:32:23 User: N/A Computer: ECHSVR Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Verifying before delivery message: HP tries again with ethics in mailbox: mscrm failed (System.Net.WebException: The request failed with HTTP status 401: Unauthorized. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.Net.WebException: The request failed with HTTP status 401: Unauthorized. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) Tag: Can't see Potential Customers in Offline Mode Tag: 70663
  - 24
    - Pre-Filter and Report parameters together Hi; I have created a custom report which is configured for pre-filtering and also has report parameters that also should filter the report. The scenario is you want to see the open opportunities ; So for the pre-filter the status of the opportunity is open then from the report opens and ask for the parameters. on of the parameter is the region . So I choose the EMEA. Then the report shows all opportunities open,lost and won. What may be the problem? Thanks Tag: Can't see Potential Customers in Offline Mode Tag: 70660
  - 25
    - Multilinguage Implementation in CRM We are working on MS CRM 3.0 is there any way that we can implement multi lingual or multi language conversion for MS CRM 3.0. any kind of support, any tool which will work woth MS CRM 3.0 Thanks, From, Qasim mehmood Tag: Can't see Potential Customers in Offline Mode Tag: 70659
- Next
  - 1
    - LookUp On Change Event Values LookupControlItem Hi all, I try to set automatically some fields like account name (Custom Field) or account address (address2) on the onChange Event from the LookUp Field "Parent account" in contact. But when I chack the onChange Event, the LookupControlItem has no properties id, name or data. Anyone an idea how I get the correct values? Thanks, Andre Grumbach Tag: Can't see Potential Customers in Offline Mode Tag: 70658
  - 2
    - Our CRM Solution for Corporate Banking (Loan Approval workflow) All, any idea what can we position for Loan Approval workflow in Corporate Banking? application filling - collect facility details - collect covenants - guarantors - automativ proposal generation - submit application to Credit Committe. thanks in advance Derek Tag: Can't see Potential Customers in Offline Mode Tag: 70653
  - 3
    - OUTLOOK login and web login How can I setup the below user authentication in a PC which installed Outlook CRM Laptop Client? Web browser - Prompt for user name and password. Outlook CRM Laptop Client - Automatic Logon. Thank you very much Tag: Can't see Potential Customers in Offline Mode Tag: 70650
  - 4
    - It takes time to load records in MS CRM Client HI All, I am facing a serious problem, whenever i access CRM through Client, it takes time to load and after getting records in it, it is not shown properly. Why so??? please help me out. Client is always connected to server, Is there any way to check if it is connected or not. Thanks in Advance. Nitin Verma Tag: Can't see Potential Customers in Offline Mode Tag: 70647
  - 5
    - Finding a GUID help please I'm sure its been done before... I have a custom entity 'CE' containing two fields A & B I have a relationship between CE and Contact (1 to many from contact) I want to create an iframe on an activity form for any given contact Issue When I use the 'pass parameter' to open an Iframe and specifiy the CE form,it takes me to the top level of teh form. What I want it to do is take me to the form for THAT contact. Ie it isn't getting the contact GUID If I could get the contact guid I could build a string to use as the Iframe URL but I caqn't work out how to get the GUID for the Contact. Any ideas? Thanks Al Tag: Can't see Potential Customers in Offline Mode Tag: 70646
  - 6
    - Report chart order I have 5 picklist attributes that I want to display along the x axis of a chart in my report. I can't sort by obvious methods (i.e. by data value of the picklist or by alphabetical order of the names) as these still produce data that is in the wrong order for my purposes. I know I could rename everything in the picklist to have a prefix 1, 2, 3 etc, but I'm not really too keen on this. Is it possible to explicitly define where I want each value on the x axis? Tag: Can't see Potential Customers in Offline Mode Tag: 70643
  - 7
    - Error when creating a new custom entity. I am attempting to add a new custom entity when deploying a customer site. I simply enter the entity's short name and plural name and set it to Ownership=User and click save and get a message that it failed and to call the SystemAdmin. (I have successfully generated this entity in our test environment and exported the customization and attempted to import that into the live system which failed so now I am attempting to do this manually.) I have generated logs and get the following error information: =========================================== <faultstring>System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> Microsoft.Crm.CrmArgumentNullException: Empty Guid passed to SecurityLibrary.GetOrganizationId ---> System.ArgumentNullException: Value cannot be null. Parameter name: Empty Guid passed to SecurityLibrary.GetOrganizationId --- End of inner exception stack trace --- at Microsoft.Crm.BusinessEntities.SecurityLibrary.GetOrganizationId(Guid user) at Microsoft.Crm.BusinessEntities.ExecutionContext.OnBeginRequest(Guid callerId, Guid businessId, String methodName, ServiceMethodType methodType) at Microsoft.Crm.BusinessEntities.ExecutionContext.OnBeginRequest(Guid callerId, Guid businessId) at Microsoft.Crm.WebServices.CrmSoapExtension.ProcessMessage(SoapMessage message) at System.Web.Services.Protocols.SoapMessage.RunExtensions(SoapExtension[] extensions) at System.Web.Services.Protocols.SoapServerProtocol.ReadParameters() at System.Web.Services.Protocols.WebServiceHandler.Invoke() at System.Web.Services.Protocols.WebServiceHandler.CoreProcessRequest() --- End of inner exception stack trace ---</faultstring> ============================================ Maybe something has become unstuck in the metadata? Please, where do I start with this?! cheers, Paul. Tag: Can't see Potential Customers in Offline Mode Tag: 70640
  - 8
    - Outlook CRM Address books empty Both the CRM Contacts and CRM Accounts Address Books are empty, yet the user has Read privilege at Organization Level for both Account and Contact core records. Any ideas? thanks Tag: Can't see Potential Customers in Offline Mode Tag: 70639
  - 9
    - View Search Results hi Can anyone please advice me how i can find the CRM view search results in SQL. I want to modify that to search for both qualified and disqualified leads. Kind regards Ridhima Tag: Can't see Potential Customers in Offline Mode Tag: 70633
  - 10
    - SEARCH IN CRM - PLSS HELP hi I am keen to know if under contacts/leads/companies one can search for inactive records. I cant seem to be able to do this. Even if i select inactive contacts/disqualified leads and search for names under those views CRM does not display any records when i know they are there and i can see them in SQL. Any adviceeee pleasee would be helpful. Kind Regards Ridhima Tag: Can't see Potential Customers in Offline Mode Tag: 70631
  - 11
    - Callout question I have an question about Callout. I have created a Callout which creates opportunity automatically and closes the phonecall after a phonecall is saved. However, I don't know how to Open the opportunity Form immediately in Callout after the Opportunity is created. Does anyone have any idea? Thank you very much. Tag: Can't see Potential Customers in Offline Mode Tag: 70630
  - 12
    - Installing CRM3.0 SB on SBS - SQL issue Hi there, I am trying to install MS CRM 3.0 Small Business Edition on our MS Small Business Server. I already have installed SharePoint Server, IIS, ISA, Exchange and Live Communications server - everything is running perfectly fine with no problems at all. SQL reporting services are already installed and working perfectly fine. When trying to install CRM 3.0 Small Busniess Edition I get the following error: "Setup failed to validate specified Reporting Services Report Server http://MYSERVERNAME/reportserver. Error: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. The request failed with the error message:...." Here is a copy of the error in the Application Event log: "17204 : FCB::Open failed: Could not open device d:\Program Files\Microsoft SQL Server\MSSQL\Data\COMPANY_NAME_METABASE.mdf for virtual device number (VDN) 0." I have found a KB article that overcomes installation on a SBS that already has SQL reporting services installed but I end up with exactly the same error when working through this. If anyone can help me overcome this problem it would be very much appreciated. Many thanks in advance, CambiNet Man. Tag: Can't see Potential Customers in Offline Mode Tag: 70629
  - 13
    - How to create and set the appointment Organizer by programming (SD How to set organizer value of Appointment activity while creating by SDK. I am having hard time to set the organizer of appointment activity. Just wondering anybody knows in the forum. vkm Tag: Can't see Potential Customers in Offline Mode Tag: 70623
  - 14
    - Terminal server install domain problem help please Hi everyone, this is my setup windows 2003 sbs acting as domain controller, exchange, microsoft crm ect windows 2003 standard acting as a terminal server and member server I had a problem with folder redirection which works fine but i manually had to give permission to each individual on the sbs server to the folder redirection folder, is this normal? seems cumbersum My problem is i have install microsoft crm on the 2003 sbs and now i am trying to configure access via the outlook client on the terminal server but i can only get it to work for the administrator. i noticed under the terminal server\documents and settings that all the users folders are there but there is 2 administrator folders with one being just administrator and the other ADMINISTRATOR.XYZ which is the name of my domain. I assume the users are not logging on to the domain correctly like the administrator is. ANY ideas? thanks Tag: Can't see Potential Customers in Offline Mode Tag: 70622
  - 15
    - MS CRM 3.0 on SQL Cluster 2000 Environment... Has anyone installed MSCRM 3.0 on SQL 2000 Cluster and it is up and running with Reports, Outlook Client etc etc? CRM 3.0 supports only default instance on SQL Server. How about SQL Cluster? Is there any good document to implement CRM 3 in SQL Server 2000 cluster environment? I appreciate your help. Onkar Tag: Can't see Potential Customers in Offline Mode Tag: 70621
  - 16
    - color coded cases Making use of colors to code cases (based on severity or age for example) would be an extremely useful feature. ---------------- 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=400a233e-2686-4951-bc3c-2b3ca31a4ed2&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70619
  - 17
    - color coded cases Making use of colors to code cases (based on severity or age for example) would be an extremely useful feature. ---------------- 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=035b6b58-86f5-43d0-903e-36fb2ff4f13c&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70618
  - 18
    - color coded cases making use of colors to indicate higher severity cases in case queues or personal queues would be an extremely useful feature ---------------- 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=37c09ec4-29dc-49e4-a0c6-845d6fcc9752&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70617
  - 19
    - new email activity from a case default recipient The default recipient for an email activity opened in a case is the account. This would be much more useful as the responsible contact since this is the most likely recipient of a case email response. ---------------- 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=e43061d2-362b-4106-999d-3edfca15660a&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70616
  - 20
    - Allow any entity as Member type in Marketing list I believe CRM should allow any entity (including custom ones) as member type in a marketing list. The fact that, with current version, you can only add Lead, Contact or Account to a marketing list is terrible limitation. Companies definitely do want to communicate to anyone not just to those three categories. ---------------- 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=8ca425ec-ea01-4bef-a4d6-aa376f13503d&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70615
  - 21
    - Case Modified Date/Time update on changes Having the ModifiedOn date and time update on changes to related notes, activities or even just the OnSave event would be much more useful when reporting on neglected cases. ---------------- 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=c7049c8b-0f4d-4b3b-b2e1-ffb347dc161d&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70614
  - 22
    - Open Case - ModifiedOn date/time updates triggered by notes The modified date would be much more useful for reporting on neglected cases if it was updated by any changes to related notes, activities or even just the OnSave event. ---------------- 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=dd1b9fa9-4aba-4afa-84dd-0e2724c637a8&dg=microsoft.public.crm Tag: Can't see Potential Customers in Offline Mode Tag: 70613
  - 23
    - Failed Outlook laptop client I can no long sync my Outlook Laptop Client (OLC)! Help I have always understood my OLC install to have some critical bugs, most noteably the issue with logging off Outlook while CRM is still online (not done often). It always seems to crash coming back into Outlook. There were a couple of times where I felt REAL lucky to get the sync back running at all. Now I am toast, where CRM is NOT FUNCTIONAL at all. Two issues I am battling are: 1. The already flakey OLC will no longer sync, in fact NONE of the CRM menus or Toolbar icons will work. They are displayed like everything is OK but when I click them, NOTHING. Crap not even an error, JUST NOTHING. 2. I have over two weeks of data offline that needs syncing back up to the CRM Server. With no sync I am major stuck with biz critical data. Notes: - Outlook Detect Repaired OK - CRM Web Client works OK - CRM Offline works OK with some occasional AUTHENICATION errors - Frequent CRM Form Crashes before mostly upon close and saves - CRM SQL (MSDE) appears to be functioning correctly - ALL auto SERVICES are started on Laptop - Work wirelessly on laptop - Poor Performance I am concerned at this stage and CANNOT recommend this to ANY of my clients as it stands now. Any suggestions? -- Regards, Joe Fenninger, MCSA Tag: Can't see Potential Customers in Offline Mode Tag: 70604
  - 24
    - Failed Outlook laptop client I can no long sync my Outlook Laptop Client (OLC)! Help I have always understood my OLC install to have some critical bugs, most noteably the issue with logging off Outlook while CRM is still online (not done often). It always seems to crash coming back into Outlook. There were a couple of times where I felt REAL lucky to get the sync back running at all. Now I am toast, where CRM is NOT FUNCTIONAL at all. Two issues I am battling are: 1. The already flakey OLC will no longer sync, in fact NONE of the CRM menus or Toolbar icons will work. They are displayed like everything is OK but when I click them, NOTHING. Crap not even an error, JUST NOTHING. 2. I have over two weeks of data offline that needs syncing back up to the CRM Server. With no sync I am major stuck with biz critical data. Notes: - Outlook Detect Repaired OK - CRM Web Client works OK - CRM Offline works OK with some occasional AUTHENICATION errors - Frequent CRM Form Crashes before mostly upon close and saves - CRM SQL (MSDE) appears to be functioning correctly - ALL auto SERVICES are started on Laptop - Work wirelessly on laptop - Poor Performance I am concerned at this stage and CANNOT recommend this to ANY of my clients as it stands now. Any suggestions? -- Regards, Joe Fenninger, MCSA Tag: Can't see Potential Customers in Offline Mode Tag: 70602
  - 25
    - CRM Outlook Laptop client no longer syncing I can no long sync my Outlook Laptop Client (OLC)! Help I have always understood my OLC install to have some critical bugs, most noteably the issue with logging off Outlook while CRM is still online (not done often). It always seems to crash coming back into Outlook. There were a couple of times where I felt REAL lucky to get the sync back running at all. Now I am toast, where CRM is NOT FUNCTIONAL at all. Two issues I am battling are: 1. The already flakey OLC will no longer sync, in fact NONE of the CRM menus or Toolbar icons will work. They are displayed like everything is OK but when I click them, NOTHING. Crap not even an error, JUST NOTHING. 2. I have over two weeks of data offline that needs syncing back up to the CRM Server. With no sync I am major stuck with biz critical data. Notes: - Outlook Detect Repaired OK - CRM Web Client works OK - CRM Offline works OK with some occasional AUTHENICATION errors - Frequent CRM Form Crashes before mostly upon close and saves - CRM SQL (MSDE) appears to be functioning correctly - ALL auto SERVICES are started on Laptop - Work wirelessly on laptop - Poor Performance I am concerned at this stage and CANNOT recommend this to ANY of my clients as it stands now. Any suggestions? -- Regards, Joe Fenninger, MCSA Tag: Can't see Potential Customers in Offline Mode Tag: 70601

When I go offline and use Outlook for CRM, click on Opportunities to view
them, I cannot see the Potential Customers for the accounts I don't own, even
though they are shared out to me and I'm a CRM admin. Why is it doing this?
Thanks.
--
Client Solutions Manager
Micro Strategies

Top

RE: Can't see Potential Customers in Offline Mode by AndreySlepitskyMSFT

AndreySlepitskyMSFT
Tue Oct 17 02:39:01 CDT 2006

Hi,

You have to define rules for offline mode in Menu CRM.

By default, only rule for "My Account" are defined.

Regards,
Andrey

"Kyle Conquy" wrote:

> When I go offline and use Outlook for CRM, click on Opportunities to view
> them, I cannot see the Potential Customers for the accounts I don't own, even
> though they are shared out to me and I'm a CRM admin. Why is it doing this?
> Thanks.
> --
> Client Solutions Manager
> Micro Strategies

Top

RE: Can't see Potential Customers in Offline Mode by KyleConquy

KyleConquy
Thu Oct 19 08:23:02 CDT 2006

Where do you do this? Thanks.
--
Client Solutions Manager
Micro Strategies

"Andrey Slepitsky [MSFT]" wrote:

> Hi,
>
> You have to define rules for offline mode in Menu CRM.
>
> By default, only rule for "My Account" are defined.
>
> Regards,
> Andrey
>
> "Kyle Conquy" wrote:
>
> > When I go offline and use Outlook for CRM, click on Opportunities to view
> > them, I cannot see the Potential Customers for the accounts I don't own, even
> > though they are shared out to me and I'm a CRM admin. Why is it doing this?
> > Thanks.
> > --
> > Client Solutions Manager
> > Micro Strategies

Top