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  - 1
    - MSCRM and Small Business Manager Can MSCRM and MS Small Business Manager share the same data? Is this combination along with SBS a recommended solution for a small business? Thanks in advance for your assistance. Tag: Case numbering Tag: 11631
  - 2
    - crystal enhanced installation failed hi, i have tried to install crystal enhanced on a ms crm 1.2 and crystal 9.2.3 enviroment, but it says that i have crystal version 9.0.2 (no i have 9.2.3) but must have 9.2.2 (yes i have a better one) to install crystal enhanced. any solutions to convince ms crm that i have the right version of CR? regards, orkun Tag: Case numbering Tag: 11630
  - 3
    - sales tax Can someone show me how to let CRM figure out sales tax of products based on a percentage? Currently salespeople have to figure out sales tax by hand then input into the "tax" field. Thanks. Tag: Case numbering Tag: 11629
  - 4
    - Create new entity or object I would like to create a customized view (object or entity - not positive on the nomenclauture but I want to create an oject similar to Opportunities and add custom fields to it) to capture data for an information produc In schema manager I can add fields to existing entities but can't create new ones. Is it possible to do the above and if so can someone point me in the right direction. The SDK doesn't seem to reveal much along these lines.... Thanks - Tag: Case numbering Tag: 11625
  - 5
    - Microsoft CRM Deployment Manager requires Domain Admin privleges to run Hi, When attempting to run CRM Deployment Manager I receive the following series of errors; From Microsoft CRM Deployment Manager Domain administrator privleges are required to use Deployment Manager. I click OK and receive From Microsoft CRM Deployment Manager SQL Server administrator privleges are required to use Deployment Manager. I click OK and receive From Microsoft Management Console The selected snap-in did not initialize properlty. I click OK and receive From Microsoft Management Console The selected snap-in did not initialize properlty. I click OK and receive From Microsoft Management Console The selected snap-in did not initialize properlty. I click OK and the MMC opens with a nonfunctioning CRMDM snap-in I need to allow 2 users to run this snap-in without giving them Domain Admin privleges. This snap-in was not listed in GP under User Configuration +Administrative Templates +Windows Components +Microsoft Management Console +Restricted/Permitted snap-ins Any ideas? Thanks Al Tag: Case numbering Tag: 11621
  - 6
    - Need help: Client found response content type of '', but expected 'text/xml' after simple SDK call. I am exploring the CRM SDK (1.2) (on MS CRM v1.2) and tried a very basic operation, which I copied from Microsoft's samples. The following piece of code throws an exception: string server = "server2"; string virtualdir = "mscrmservices"; string url = "http://"+server+"/"+virtualdir+"/"; Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser (); bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; bizUser.Url = url + "BizUser.srf"; Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // <--- this throws an exception After executing the last line above, the following exception is thrown: System.InvalidOperationException: Client found response content type of '', but expected 'text/xml'. The request failed with the error message: -- Server Error --. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClient Message message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Seek.ListStagePlekkenDetailForm.Page_Load(Object sender, EventArgs e) in c:\inetpub\wwwroot\seek\liststageplekkendetailform.aspx.cs:line 36 What am I doing wrong here? Anything to do with IIS? Regards, Manfred Tag: Case numbering Tag: 11619
  - 7
    - Not Able to Install MSMQ in SBS2003 as part of CRM Pre-req Hello, I am trying to install MSMQ in SBS2003 as part of the pre- req before installing the CRM 1.2 server. However, it did not load as part of the initial install of SBS2003, and it does not show up in the "Add a Windows Component" box in the "Add/Remove Programs" menu. Any thoughts? Thanks in advance for the help! Tag: Case numbering Tag: 11612
  - 8
    - CRM E-mail problem Hi all, I have installed the CRM E-mail Router on our Exchange 2000 server for our CRM server ver 1.0. But when i tried to send a Mail from CRM web client it displays me error report telling that "An error has occurred. For more information, contact your system administrator. " When I check the Event Log of CRM Server, it shows the error as "HTTP status: 403" with Event ID 2 see below Event Log: Event Type: Error Event Source: Microsoft CRM Event Category: None Event ID: 2 Date: 1/24/2004 Time: 4:55:13 PM User: N/A Computer: CRM-SRV Description: MSCRM Platform Error Report: ----------------------------------------------------------- --------------------------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : HTTP status: 403</details><file>D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h</file><line>47</lin e> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : HTTP status: 403 Source File: D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h Line Number: 47 Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) Any Idea? Thanks, Moha Tag: Case numbering Tag: 11608
  - 9
    - MS CRM integration to GP Hello Can any one update me wheather the mutiple company databases can be integrated to MSCRM. The senario is this. a company has mutiple entities using GP 7.5 and unique sql databases,require to integrate mscrm with gp. Tag: Case numbering Tag: 11606
  - 10
    - Trouble loging on to APS Hi I'm customizing and creating new reports that I plan to deploy into the CRM system. My problem is that I'm unable to logon to the APS as administrator as the system does not accept the default blank password( can't even change it in the CrystalAdmin.exe, due to incorrect password!! which to my best knowledge, hasn't been changed ). Unable to reset the administrator password and the system not recognizing any other users I can't save my reports to the CRM folders. Is there any way to reset the administrator password without current password or does anyone know how to create new users to logon to the APS? Arni Thor Tag: Case numbering Tag: 11604
  - 11
    - crm Client and TS Server Hello Group I wanted to install the CRM Outlook Client on our Windows 2003 Terminal Server - the msde and client runs great under the admin account - but no user can use the client. There are no entries under Settings and System Settings including outlook - trying to install the client under an user account setup says that the software is already installed. Does someone has the same problem or a workaround. Thanks Michael Weileder Tag: Case numbering Tag: 11603
  - 12
    - Microsoft Business Contact Manager for Outlook I am having problem during the initial stages of installating Microsoft Business Contact Manager for Outlook, on my lap top which is a stand alone machine and is not part of a network or connected to a Server. The Eror Message is : " Setup failed to configuer the Server. Refer to the Server Eror logs and Setup error logs for more information" After these message the st up is terminated. Plaease let me know the reason for this error message and how to make appropriate correction. Thank you very Much for your assistance in resolving this issue. Tag: Case numbering Tag: 11602
  - 13
    - Workflow rules Hi, I am trying to create a workflow rule in contracts. I have a dropdown list on the main level (as opposed to line item level). How do a create a workflow rule for creating a task, if a certain value is selected from the dropdown menu, and the contract is saved&closed (=modified) BR, Pete Tag: Case numbering Tag: 11598
  - 14
    - 1.2 Integration and GP 7.5 Does 1.2 CRM Integration work with Great Plains 7.5? The Integration install guide says 7.0, but I would assume it would work with the latest version of GP. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: Case numbering Tag: 11594
  - 15
    - WorkAlerts! for CRM www.workalerts.com Have you seen this product? It sits on any business application (including CRM apps), and can basically create very nice emails, pages, etc. notifications. It can pull information from other databases and even do calculations to make valuable reports in real-time. It also can perform automation so not only nice notification, but things like updating information in databases, and many others. Tag: Case numbering Tag: 11592
  - 16
    - Print Quote Button We would like our sales people to be able to click the Print button on the Quote screen and have a quotation printed in our quotation format with logo et al. Does anyone know where to go to override the output of the quote button? Is the report developed in Crystal? Has anyone successfully tried to do this? I am also being request to do it for the Sales Order and Invoice forms once I figure out how to do a quote. Regards, GeorgeV Tag: Case numbering Tag: 11591
  - 17
    - Case numbering I would like to change the cases to start at 3500 instead of 1000 to go along with our numbering scheme here. I know the auto numbering system in 1.2 does not allow you to change the number, only the prefix (CAS), I was wondering if there is a way around this. Thanks, Stefanie Gardner Tag: Case numbering Tag: 11590
  - 18
    - importing customizations If you export customizations after your initial install of CRM we'll call that org.xml Then add a custom field and modify the form and start inputting data. What happens if you import the org.xml customizations back on to CRM? What happens to the actual data? Will it simply drop off or could this cause damage to the database? Also, in general is there any chance of potential damage to the database if you botch up the schema using schema manager and then import your backup copy? Thanks. Tag: Case numbering Tag: 11578
  - 19
    - CRM Sales for Outlook /machine profiles Hi Everyone, I have situations where employees are out of the office, they are connecting over a VPN when connecting to a Domain and doing their CRM thing, but has anyone come across an employee that doesn't have a internet connection and wants to use their machine and cannot log into the domain, becuase of this no internet connection problem and having to log onto the local machine and basically, they are not able to create emails and or add any CRM tasks or anything like that as they don't even show in that profile. We are finding that this is a huge problem with our company. This is causing problems with our sales people. Anyone else have any spectacular ideas or how are you using these procedures. thanks in advance kelnic Tag: Case numbering Tag: 11571
  - 20
    - CRM Form Controls- Where? I need to develop and integrate several new capabilities into the CRM Service area. I would like if possible to use the same controls as the CRM products to make the look & Feel as similar as possible. Does anyone know if the controls used to develop the existing forms are available for use by customization developers or do we need to do our own? Thanks, GeorgeV Tag: Case numbering Tag: 11570
  - 21
    - Remote Access Has anyone set up a secure access to MSCRM over the internet? Pierre H Tag: Case numbering Tag: 11569
  - 22
    - Specified Domain does not exist. When goin off line I get an error message that says Specified Domain Does not exits. Has anyone run into this? Pierre Hulsebus ehtc.com Tag: Case numbering Tag: 11568
  - 23
    - Custom Fields in Crystal Reports? I have created a number of custom fields using the schema manager in the Deployment Manager and am now trying to write some addl reports but can't see all of the fields. The one's I added a couple of weeks ago are there but the ones recently added are not. I have published the changes, reset IIS, the new fields display on the forms, etc....I have also Verified the database in Crystal and it says it is up to date. Any other ideas on how to get make my customer fields avail in Crystal? i also noticed that a couple of new user that I created are not avail to me in Crystal when setting report selection criteria. They show up in the reports but don't show up in the dialog selection boxes when building reports???? Tag: Case numbering Tag: 11559
  - 24
    - CRM SDK bug? can anyone explain the following please? differences between 1.0 and 1.2 SDK: int iVal; CRM 1.0: iVal = Microsoft.CRM.Flags.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING; iVal = 8 (as per documentation) CRM 1.2: iVal = (int) Microsoft.Crm.Platform.Proxy.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING; iVal = 5 (documentation states it should still be 8 - which is what I expect) Additionally, if I use the code sample as per the documentation: // Set up the XML string for the account string strAccountXml = "<account>"; strAccountXml += "<name>Account Number 1</name>"; strAccountXml += "<accountnumber>A0192</accountnumber>"; strAccountXml += "<websiteurl>www.adventure-works.com</websiteurl>"; strAccountXml += "<ownerid type=\"" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() +"\">"; strAccountXml += userAuth.UserId + "</ownerid>"; strAccountXml += "</account>"; this isn't defined!!!! and Microsoft.Crm.Platform.Proxy.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING.To String returns the string "Activitypartyregarding", not the number 8 which will cause a SOAP error. Chris Galley Cedalion Tag: Case numbering Tag: 11555
  - 25
    - Report Difference in CS- Standard and Professional Hi I would like to know the differences between the reports in the Customer Service Standard and Professional Module. Any help is appreciated , Thanks in advance Tag: Case numbering Tag: 11549
- Next
  - 1
    - Customisation Hi, How much is Ms CRM customisable? Does it have any scripting or programing capablity like what Office apps have ? Thanks, Ali Tag: Case numbering Tag: 11546
  - 2
    - Replication After determining that our Syncing was not working, I've learned that during the install of CRM 1.2 the Replication database (and the other necessary components) did not get installed/created. Is there an easy way to fix this? Tag: Case numbering Tag: 11545
  - 3
    - Need a picklist of users Hello, I need to add a "dynamic" picklist or Lockup field (similar to Owner Field) to the opportunity form that contains all the CRM users, wich are visible for the current user. I know how to add custom fields to forms, and I know about publish with the Deployment Manager. But how can I display users within the opportunity form? Thanks, Rainer Tag: Case numbering Tag: 11544
  - 4
    - Rules problem in CRM 1.2 I'm trying to generate some kind of activity from rule on account. Activity is generated but some fields in those activities are missing.(example, phone number in phone activity). When I try to generate activity for some account in application in terms that I explicity pick some account and go to Actions->Activity->Phone Call , everything works fine. Phone number and the rest of the data is transfered from account to activity related to it. Can someone help me with this? Ramon Software Developer M San Grupa Tag: Case numbering Tag: 11537
  - 5
    - error after saving a contract I migrated some accounts from an oracle db, when I compare the migrated accounts with an account that was created with MSCRM, I can find no differences (only the accountId field is different). When I want to create a contract with as customer the account that was created by MSCRM, CRM has no problem saving the contract. When I create a contract with the migrated account, I get an errorscreen (screen1 contents). When I change one of the customerfield of the contract that did change I get another errorscreen (screen2 contents). Does anyone know a solution for this problem? thx, Bert vervliet /**************/ screen1 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The pipe has been ended. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007006D Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspx_tmplid={9273B883-E237-41FE-B93E-CF41A845A59F}&contra cttemplateid={9273B883-E237-41FE-B93E-CF41A845A59F}&_CreateFromType=2011&_Cr eateFromId={9273B883-E237-41FE-B93E-CF41A845A59F} /**************/ screen2 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The data area passed to a system call is too small. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007007A Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspxid={4341CB7B-8B1E-477A-9463-EDA4ACEC202A} Tag: Case numbering Tag: 11535
  - 6
    - Has anyone ever use this service before? I was thinking about using a new payment system on my website from a company called Glowpay.com. It's something like paypal but they say they won't blame me and hold my money. If anyone has had a successful experience using Glowpay can you please recommend them to me. Thank you very much I just like to feel safe! : ) Sincerely John Tag: Case numbering Tag: 11533
  - 7
    - emailing forms I would like to create a workflow rule that would email the url of a newly created quote to another employee in the company. Is this possible and how would I do it? Thank you for the help in advance. Tag: Case numbering Tag: 11530
  - 8
    - NAMING CONVENTION Is Microsoft Customer Relationship Management 1.0 AND Microsoft Customer Relationship Management Server... one in the same? Is the server product version 1.2? This is critical to understand with an 2003 implementation... Tag: Case numbering Tag: 11529
  - 9
    - CRM E-mail in Outlook The CRM E-mail button added to Outlook builds an email form that does not allow me to select a Contact from CRM Contacts. When I click on To: my normal Outlook Address Lists are available but not the Contacts from CRM. When I try to add the The CRM Contacts folder to the Outlook Address Book there is no option like I can with other Contact folders. When sending email from within CRM, I do not have access to the normal Outlook address lists. Was this by design? Seems like it would be good to do both? Thanks, Doug Tag: Case numbering Tag: 11528
  - 10
    - Crytal reports error in 1.0 Hi, I installed CRM 1.0 on a new server (W2K Enterprise) and I get the following error when trying to access a sales report. Any ideas??? File Repository Server Input is down. [On Cache/Page Server: SHEFFIELD.pageserver] I can confirm that Crystal Input File Repository service (along with all other Crystal services) is running. I could find no reference to this error in PartnerSource. Thanks, Lindsay. Tag: Case numbering Tag: 11526
  - 11
    - Multiple Email Identities We have multiple Business Units. Some Users are really acting in multiple units and have to be able to send email with different domain names. In Exchange we can use the From: function when sending emails with our multiple email addresses. In CRM it doesn't seem like I can accomplish this when sending an email. Is there some way to accomplish this? Thanks, Doug Tag: Case numbering Tag: 11520
  - 12
    - CRM SDK logging? Is there a logging feature in the SDK? For example, to see exactly which APIs are getting called by whom etc. I understand even their UI is using the same SDK - although it doesn't seem to use Microsoft.CRM.Proxy.dll like us but rather Microsoft.CRM.COMProxy.dll - am I correct? In any case, it'd be very helpful if there was a way to see that kind of info. If anyone can share any info on the subject, I'd much appreciate it. Thanks Tag: Case numbering Tag: 11516
  - 13
    - Expires On date for contracts in workflow???? I am trying to create a workflow rule that will create activity for sales rep when a contract is 45 days before expiration date. the problem I'm having is that I can't get at the expires on date to set a wait type condition. All I can see is the create on and cancel on dates. For some contracts, I can use the create on date as long as it's like an annual contract...then i can set the wiat timer to go for like 10 months 15 days and trigger the rule. Problem is, we want to put in a bunch of existing contracts and they all are at various points in their life cycle so I need to calc off of the expires on date. Any ideas? Tag: Case numbering Tag: 11515
  - 14
    - CRM Security issue with Administrator account I am unable to add users in the CRM Development Manager. I try to create new users in the wizard, the users are listed, but after selecting the users, a warning pops up telling me I do not have "sufficient security priveleges" to add users. This is a problem because I have logged on as the Administrator. Any help??? I am willing to change Admin's security or create a new Admin.... Tag: Case numbering Tag: 11512
  - 15
    - E-Mail Issue We keep getting the following errors that prevent returning e-mails from being tracked into CRM. Any ideas?? We are on CRM version 1.0 (waiting on 1.2) and Exchange 2000 on a Windows 2000 server. MRC' Platform Error Code: 80005010 Platform Error Description: 'Application Error' Literal SOAP Fault: '<error><code>80005010</code><description>Application Error</description></error>' Followed by an Event ID 5892 with this error The message 'RE: WINSAN: Training Update: 1/22/04 CRM:{69DA39AF-13F9-41F5-9F7A-1C8211CBAB70}:MRC' failed to deliver to all servers Tag: Case numbering Tag: 11511
  - 16
    - Sales Literature We have over one hundred documents that we want to put into sales literature to organize them for our sales people. Our idea is to have them all in one place and when we are talking to customer who wants more information we can generate an email and attach a document from the sales literature area. The problem is I cannot find where in the email process to be able to attach a sales literature document, only attach a file. Is there a way we can attach an item from the sales literature as an email attachment? Thanks, GeorgeV Tag: Case numbering Tag: 11503
  - 17
    - Mappings from opportunity to activity I have customized the 'opportunity' form by adding a custom 'myLocation' field. I would like the 'location' field in an activity appointment to be populated with 'myLocation' from an opportunity when a new activity is created off the Opportunity page. I setup the mapping in the deployment manager under the Opportunity / mappings and added 'activities' and created the map. I published customizations, and reset IIS but the myLocation field doesn't carry over to the appointment 'location' field. Am I missing a step or am I misinterpreting the functionality of mappings. Thanks. Tag: Case numbering Tag: 11501
  - 18
    - Web Access failure We installed CRM 1.2. All seems to be working except for Browser access from Win2K Pro and Win XP workstations. We can access the URL from the CRM server and othjer Win2003 Servers. Sales Outlook works. When we try and access via browser from Win2K and WinXP workstations we get the security screen, but when we click enter from Security login the browser immediatly closes. No error message. Nothing inEvent Logs. At latest IE 6 upgrades & Windows Upgrades. Any suggestions? Thanks, Doug Tag: Case numbering Tag: 11496
  - 19
    - Installation of CRM 1.2 in one machine Dear Friends, Could somebody tell me if exist some problem, a real reason, that don't allow to install crm environment in only one server. I'm speaking about all the components: exchange, sql server, domain server and crm server. Thanks. Manel Tag: Case numbering Tag: 11492
  - 20
    - ACT! migration using CDF So has anyone succesfully migrated ACT! records (including NOTES) over to MS CRM without using SCRIBE? Just the CDF - if so how did you get the records out of ACT! into the CDF database? Could anyone share... Thanks. Nick Tag: Case numbering Tag: 11487
  - 21
    - Access Crystal Error I've somehow managed to get this error: Unable to Acces Crystal;Check to see if you have enough licences. Unable to communicate with crystallogon.csp I've checked the Knowledge base 821672, and done everything that was stated in the article, but no go. I'm stuck. Anyone? -- Sasa Bart Senior Consultant M SAN Group Tag: Case numbering Tag: 11484
  - 22
    - Opportunities and other contacts: e-mail Does anybody know how I can e-mail all (other) contacts on an opportunity? So far, itis only the Account that is in the TO (I am using the Outlook interface). Thanks, Jo Tag: Case numbering Tag: 11478
  - 23
    - Convert a field to not allow Nulls How do you do that? I want to require the SIC field to be mandatory. Possible? Tag: Case numbering Tag: 11473
  - 24
    - Data Migration Hello, we want to import different data (accounts, quotes) to the crm. The migration framework from microsoft is as bad as every microsoft tool, plus the documentation is unreadable and there is no word about known issues. I found some ideas here so maby this is right place to find the answer. The data we want to import is not complex so i tried to use DTS in SQL-Server but there are some fields that are not nullable (SecurityDescriptor) . The data is stored in a csv-file (comma-delimited) Is there a possibility to make an import without this migration framework? There is an Importfunction in the CRM but only for contacts and leads. For me importing data automatically is a task to save time and avoid stupid data typing 'the old way'. I have spent now 2 days to find out how this migration framework works. Maby data typing by hand goes much faster. Thanks in advance. Andy Tag: Case numbering Tag: 11472
  - 25
    - Learning Resources Hi, What would be the fastest way to grasp essential capabilities of Ms CRM? What would be the fastest way to learn Ms CRM? Thanks, Ali Tag: Case numbering Tag: 11471

I have found the auto numbering in 1.2, but it only lets me change the
prefix for the cases "CAS". I need to start my numbering at 3500 instead of
1000. Is there a way to change the starting number?

Thanks,
Stefanie

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