Change Quote template

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- Previous
  - 1
    - Microsoft CRM Outlook Addin At some cliÃ«nts a problem occurs with the CRM Outlook Addin. After running fine a couple of days the Outlook Addin checkbox is disabled and cannot be enabled again. All CRM functionality is missing then in Outlook. After removing the addin and add it again CRM is working again. The cliÃ«nts have Win XP SP2 and Outlook 2003 SP1. Other cliÃ«nts with the same configuration are running fine all the time and don't have this problem. Is this a known problem and so is there a explanation for this? Tag: Change Quote template Tag: 35144
  - 2
    - Urgent : adding Licenses problem Our client has this problem Current license evironment: - 5 Sales Standard (CRM + SBS) The client purchase additional 3 Sales Standard and 3 Customer Service Standard, when they tried to add (thorugh deployment manager) the additional 3 Customer Service Standard it worked, however when they tried to add 3 Sales Standard they keep geeting error message "You do not have enough Professional licenses to upgrade all of your Standard licenses to Sales Standard licenses" Our efforts: we tried to delete the old key, then add the new key (3 Sales Standard) it worked, however when we add the old key again (5 Sales Standard) it ovewrites the 3 Sales Standard license key. When we trace the database activities, apparently CRM update the License table not inserting a new record. We have tried to contact Microsoft support in our region, but it takes time (still hasn't got any progress) guess: - the client IT personnel made mistakes when acquiring the license keys through the mbs website - crm only allow 1 license key for each type (1 key for sales standard, 1 key for customer service standard ....) but this doesn't make any sense Any help will be appreciated Tag: Change Quote template Tag: 35142
  - 3
    - CRM 1.2 and XP Service Pack 2 - Hotfix 870365 After installing XP Service Pack 2, and the associated hotfix. I still get a problem using the "Home" Navigation button at the bottom of the screen on the Web Client. I get "error on page" message. Any thoughts on this? Thanks, Boolean1 Boolean1@comcast.net CRM 1.2 and XP Service Pack 2 - Hotfix 870365 Tag: Change Quote template Tag: 35141
  - 4
    - Adding Status Reason field values not saving When I edit the Case Form and modify the values on the Status Reason field, my changes don't appear back in the case form under cases. I return to the edit and my changes are there. I can preview them, just not use them. No error messages given. (MSCRM 1.2 GA - client is XP SP2 using IE to go to my MSCRM server.) -- --Barry Tag: Change Quote template Tag: 35139
  - 5
    - setting up dev area couple of questions, I want to do customization but i have no spare servers to put this on.. 1) can I create another _MSCRM & _METABASE database on the same SQLServer to put these on & switch CRM to use these instead, how do i go about setting up this ?? 2) if I create customization on the default demo database & rollout to a different mscrm database, will this do the job ?/ thanks HT Tag: Change Quote template Tag: 35137
  - 6
    - Re-install CRM 1.2 on SBS 2003 As an Action Pack subscriber I received CRM 1.0 sometime ago and thought I would look into this product. Since then I have tried to install CRM 5 times and failed every time for one reason or another. The most recent Action Pack had an excellent white paper dealing with the installation of CRM and I thought I would bite the bullet and find out what this product does. I installed SQL and everything went well until it screwed up the SBS 2003 backup. Loaded the hotfix for that. Got CRM working on workstation with XP2 (needed hotfix for that) Event log started filling up with duplicate credential errors so I thought I would try again. Funny thing is that the CRM database never showed in the SQL Enterprise Manager but it worked. (Only the STS databases showed) So, here is my question. I have done an uninstall of CRM and now want to install again (sucker for punishment) I get an error that the database already exists when I try to install so how do I delete whatever the reference is that the CRM install program isreferring to? I deleted all .MDF files that relate to CRM. -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Tag: Change Quote template Tag: 35136
  - 7
    - How to re-install CRM 1.2 on SBS 2003 As an Action Pack subscriber I received CRM 1.0 sometime ago and thought I would look into this product. Since then I have tried to install CRM 5 times and failed every time for one reason or another. The most recent Action Pack had an excellent white paper dealing with the installation of CRM and I thought I would bite the bullet and find out what this product does. I installed SQL and everything went well until it screwed up the SBS 2003 backup. Loaded the hotfix for that. Got CRM working on workstation with XP2 (needed hotfix for that) Event log started filling up with duplicate credential errors so I thought I would try again. Funny thing is that the CRM database never showed in the SQL Enterprise Manager but it worked. (Only the STS databases showed) So, here is my question. I have done an uninstall of CRM and now want to install again (sucker for punishment) I get an error that the database already exists when I try to install so how do I delete whatever the reference is that the CRM install program isreferring to? I deleted all .MDF files that relate to CRM. -- Bob Anderson, Anderson Computer Services Ontario, Canada >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Tag: Change Quote template Tag: 35135
  - 8
    - Advanced Find needs to be able to find upcoming birthdays Currently Advanced Find does not return any results when searching for upcoming birthdays. This is huge lack in design and is purely being excused with "By design" Please vote on this issue so we can gain tracktion and with any luck get it fixed for V2.0 Repro: 1. Enter contact | Set their birthday to be for example March 20th 1970 2. Do an andvanced find for Contacts | Birthday | This Month The sad news it that It will not return anything as Advanced find only looks for contacts being born in March 2005 Tag: Change Quote template Tag: 35131
  - 9
    - Using Quote.dot Template Hi, Please bare with me as this is my first real time playing with this. I did ask a question earlier in this in preparation of learning this but have not looked at it since and now turns out I have a demo Friday and have to learn it today and tomorrow in preparation. My questions are these: It creates a tabbed table for the Products and I have to manually clean it up each time I create a Quote. What is is best way to deal with this for Sales Reps who are not very Word Savy? Does Microsoft intend on fixing this template so that it at least drops the products into a table which then you can searched for and run a macro on? Or how can I change the the template or coding to put it into a table when it merges? Any suggestions? Also, how do I get it to put in the Contact Name to which the Quote was generated from the Opportunity is attached? Do I have to customize the Quote Form to pull that into the Quote, then I can use it in Mail Merging? Again any suggestions? Also, this is a more general question, how can I get it to display the Owner name as first space last, not last,first? Thanks in advanced and I appreciate your patience. Shauna Tag: Change Quote template Tag: 35130
  - 10
    - Quote.dot missing - URGENT! Hi, My quote.dot template for CRM Quote mail merge is missing from my system. Where can I get it back? Need it ASAP for a demo tomorrow!! Was there when in SFOC and chose a quote, then chose print quote for customer but now it is not. This machine has been modified and things moved around! HELP Please! Thanks! Shauna P.S. Any others or articles on how to modify this for version 1.2? Tag: Change Quote template Tag: 35127
  - 11
    - Duplicate Email Activities Does anyone know how to get rid of the duplicate email activities captured automatically in the history tab of an object? When a workflow-generated email is sent, 2 activities are captured in the history tab. Both with the same subject, but one has the GUID appended to itself. This is frustrating the users terribly. :( This is a standard problem on all installations... I cant find any patches relating to this... Thank you, Tag: Change Quote template Tag: 35125
  - 12
    - CRM 1.2 SDK / Retrieving contacts Hello, I have a simple problem: I need to retrieve all contacts from CRM where [column] = [some value]. I've been attempting to do this via the Query proxy object, building my query as follows: <fetch mapping='logical'> <entity name='contact'> <all-attributes /> <filter type='and'><condition attribute = '[a custom column]' operator='eq' value='[some value]' /> </filter> </entity></fetch> This always results in a timeout. I've tried increasing the timeout and still no good. If I further restrict the query to all contacts *createdon* today, it works and returns the XML result I expect. However - I need all contacts returned. not restricted by createdon. Any thoughts on why this fails? The code is very simple. Thanks Tag: Change Quote template Tag: 35120
  - 13
    - Uninstall Reporting Services Hi, Has anyone tried to uninstall Reporting services from a machine that has CRM/SQL Server also installed? Are there any issues? Thanks --Aaron Tag: Change Quote template Tag: 35107
  - 14
    - Remove an user hi everybody I need to remove an user from the CRM Depolyment Manager, i donÂ´t see any option, does anybody can help me to remove an user froms this tools?????? Tag: Change Quote template Tag: 35105
  - 15
    - Terminal Services and CRM We have a client who has apparently succeeded in getting CRM 1.2 to work through terminal services. He did this by publishing it through active directory. Has anyone else come across this? Has anyone had any problems with this? Tag: Change Quote template Tag: 35104
  - 16
    - Workflow Activity - Sender/Recipient When a sales process (workflow) activity (Phone Call, Letter, ..) is created, is there any way that the sender and recipient fields can be pre-populated with values. Can the sender field be populated with owner or logged in user's name and the recipient field be populated with the owner of the opportunity? It is frustrating having to fill in this data each time a system generated activity is created. Thanks in advance Tag: Change Quote template Tag: 35096
  - 17
    - Workflow Logic Here is what I am trying to do and can't figure it out. I want to create a new order processing rule that manages our internal processes once an order is created. Here is the question: The first step is a Phone Call Activity to thank the customer for the new order. How do I tell CRM to email the manager if that call hasn't been made within 48 hours? I don't want things to fall through the cracks and would like CRM to notify management when activities are not completed. Thanks for your help. B. Tag: Change Quote template Tag: 35094
  - 18
    - Error in Knowlegebase Search Hi, in the knowledgebase I get an error, if I search for the following: "vi" The error message tells me that all words in my search have been ignored. But why ignores the search "vi". Can I set tags which have to be ignored in CRM? If so, where? thanks, best regards, Marc Tag: Change Quote template Tag: 35092
  - 19
    - add button Hi, Can anyone tell me how to add a button to the contact form and how to add code to it, so it executes another program when pressed? Thanks Tag: Change Quote template Tag: 35091
  - 20
    - MS CRM and my Company requirements My company ideally needs the following from a CRM Tool: - Contact/Client database with profile data - Contact correspondance logging - Product Database - Proposal and Contract management (access to the proposals and contracts stored per customer) - Central document library (where all our documentation is stored from product Functional specifications to legal binding customer contracts) - Secure online access to my CRM from any internet connected PC anywhere - Mobile access to my CRM contact databases at least from any PDA or compatible mobile phone via WAP or GPRS connection - Customer portals (Each customer can have their own portal to our company and product data based on their requests and purchases) - Email communication with customer via CRM (goes back to the Correspondance logging thing) I've seen the websites and the demos but would like some feedback from real users of MS CRM to see if (a) anyone out there has similar needs to mine and (b) how satisfied they are with MS CRM in relation to my criteria list above. Tag: Change Quote template Tag: 35090
  - 21
    - Server unwilling to process your request Hi, When I try to change the parent BU for some child BU's, I get the following error "Server unwilling to process your request". There is no obvious reason why this is happening, and it seems that this is not a common error either. However, I would really apprecaite if someone could somehow help me here... Thanks in advance, Nidal Tag: Change Quote template Tag: 35087
  - 22
    - Can't customize contact form Hello! I like to customize the contact or company form. Edit and preview works fine. I save the changes and go to "create new contact" ,or change contact, the old (unchanged) form will be displayd. Any changes i have made will not displayd. How can I fix this? Thanks and regards Jan Tag: Change Quote template Tag: 35080
  - 23
    - MS CRM and Mobile SMS Hello Can we send directly SMS from MS CRM on any mobile number in any country? -- Olav Click Soft Tag: Change Quote template Tag: 35079
  - 24
    - Data Migration for CustomerAddress table Hi, I would like to check when i try to import data to CDF_CustomerAddress table, I saw a non-null field in the CDF_CustomerAddress table with a datatype of timestamp. How do i import data to this field from Access? Access doesnt have the datatype of timestamp. Can anyone assist me in this? Thanks -- Johnson Tag: Change Quote template Tag: 35077
  - 25
    - Datafields in automatic emails??? How can I use the data fields in workflow emails? I want to make a opportunity email containing the name of the customer. How do I do this? Thanx, Michael. Tag: Change Quote template Tag: 35075
- Next
  - 1
    - Data Migration Failed Hi Danny, I have tried migrating data from Access database to MS CRM but nothing seems to be migrated over...I have followed the steps exactly from the data migration framework guide. below is the description of what I have done. 1) I have added additional fields to the schema and include the fields into the form and I have too initialize the CDF to retrieve the info from MS CRM. my cdf_<entity>_ext table has the additional columns in the database which I have added. 2) when I perform a DTS to import data from Access to the CDF table, the accounts table is successfully migrated but the cdf_Accounts_ext was not successfully migrated. The migration has actuallly added the correct no of records to the cdf_Accounts_ext but all the records has a null value. but when i check the cdf_Accounts table, the data is correctly migrated to this table 3) when i tried running the CDF migration tool, nothing is migrated over...not even the records from cdf_Accounts table. I have compared the data type n it matches correctly from the Access database to the CDF database to the CRM database. where did i actually go wrong? Kindly advise pls. Thank you and regards -- Johnson Tag: Change Quote template Tag: 35071
  - 2
    - Move entries from one field to another Hi All, During a database population, contact telephone fields were captured into the telphone1 field and the result is that not telephone numbers appear in the contacts view under business phone. I've considered adding the Telephone1 column instead but wherever else the business phone is used to display contact telephone numbers and the interface doesnt allow for customizing the other views. Is there a supported way that I could move all the numbers from the telephone1 field to Business phone? TIA... ;) Tag: Change Quote template Tag: 35069
  - 3
    - crm test 2 sdadqd asd qsd qsd qd Tag: Change Quote template Tag: 35067
  - 4
    - go offline and problems with contacts Hi, I have big troubles in CRM, when in MSOutlook use function "go-offline" When I use this function all of new created contacts from CRM /from ALL users/ are copied to folder Contacts in outlook /not only to crm offline contacts folder/. When I use check box "do not uptade outlook" these files are copied only to CRm offline folder, but I need copy new contacts from CRM to outlook folder, but ONLY contacts created by me, when I go offline. Anybody help me please? Thank you and sorry for my english... Fanda Tag: Change Quote template Tag: 35066
  - 5
    - crm works really well Tag: Change Quote template Tag: 35065
  - 6
    - Customisation CRM 1.2 We have CRM system installed, fully operational and working. I created and configure a queue user for receiving support e-mails. But is it any possibility to setup some kind of auto-responder, so it will send back response back to customer with unique number. I know that I can assign the number by modifying web-server script, but may be there is some other way to do it? Best regards, Aleksey Tag: Change Quote template Tag: 35064
  - 7
    - Why Microsoft CRM Hello, I am a Microsoft SBS2003 user looking into CRM. I can stay with the brand and install MS CRM1.2 Pro Suite and clients. Or, I can use an on-line, on-demand tool like salesforce.com. Why choose microsoft? Thanhk you. Mark Tag: Change Quote template Tag: 35055
  - 8
    - Disabled Leads at all levels (including System Admin) cannot put b The head of sales wanted to remove the lead functionality for everyone which was completed including the system admin role. After using the system, he would like it back but I cannot put the rights back to what they originally were. How can I return the system administrators rights to full for leads? -- Dave Tag: Change Quote template Tag: 35053
  - 9
    - Workflows Exports and Restoring Hi, We are still working in a test environment. We have created some Workflow Rules and Sales Processes. They have also been applied to some leads and opportunities in this test database. These records are not being back up. Some are partway through a sales process. We are going to need to do another full migration of all the data from Goldmine into CRM. Will it affect the Workflows? We have exported them, as a saftey precausion, as backup, but will we have to import them back in? I hope this makes sense. Also, as another question, we are also importing in some new opportunities, about 800 of them. Will these be automatically effected by the Sales Processes if they meet the criteria and we leave the processes as Active. Assuming yes, if they are active. If we make the processes inactive, how to we then, once we activate them, have them applied to the new opportunities. Sorry this is our first time doing this. Thanks for your forthcoming answer! Shauna Tag: Change Quote template Tag: 35051
  - 10
    - Double E-mail Activities in Opportunity Question Hi Everyone, Doing my first Sales Processes, so please bare with me. I created a multi-stage sales process which at a couple of point sends an e-mail to a manager that a new opportunity has been created and one when it is Won or Lost - similar to the one in the training binder. It sends correctly and the messages are received correctly, but when I look at the history tab for the opportunity activities, there are 2 e-mail items listed for each - one with the GUID and one without. The withouts don't get sent, but the withs do. Can anyone answer why there are 2 items listed for an e-mail, but not for an e-mail template send? Should there not only be one for each? Any clarification would be helpful. Thanks for your forthcoming answer(s) :-) Shauna Tag: Change Quote template Tag: 35048
  - 11
    - Adding an Account with CRMAccount I am trying get started using the SDK, by doing a simple operation to add an account. I am getting the following error: ErrorMessage: SOAP Server Application Faulted <detail><error><code>80041a04</code> <description>A parse error was encountered in the XML</description><details>A SAX error occurred : 'A string literal was expected, but no opening quote character was found. ' at line 1, column 277</details <file>D:\crm\Build\3297\src\platform\include\OMCommon\CrmPropertyBagUtil.inl</file> <line>352</line></error></detail> Source: System.Web.Services The XML string being submitted is <account><name>A New Company</name><telephone1>02 9878 4777</telephone1><address1_line1>2 Rudd Street</address1_line1><address1_city>North Ryde</address1_city><address1_stateorprovince>NSW</address1_stateorprovince><address1_postalcode>2113</address1_postalcode><ownerid type=\"8\" > {335A1B02-9F70-430F-9685-B94AEE77FD12}</ownerid></account> I suspect the problem is to do with ownerid type... Any suggestions or ideas? Is there an error in the XML? The snippet of code is: Try ' Set up the XML string for the account Dim strAccountXml As String Dim strAccountId As String strAccountXml = "<account>" strAccountXml += "<name>" & txtAcName.Text & "</name>" strAccountXml += "<telephone1>" & txtAcPhone.Text & "</telephone1>" strAccountXml += "<address1_line1>" & txtAcAddress.Text & "</address1_line1>" strAccountXml += "<address1_city>" & txtAcSuburb.Text & "</address1_city>" strAccountXml += "<address1_stateorprovince>" & txtAcSTate.Text & "</address1_stateorprovince>" strAccountXml += "<address1_postalcode>" & txtAcPostcode.Text & "</address1_postalcode>" strAccountXml += "<ownerid type=\""" & Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString & "\"" > " strAccountXml += userAuth.UserId + "</ownerid>" strAccountXml += "</account>" txtXmlString.Text = strAccountXml strAccountId = account.Create(userAuth, strAccountXml) Catch err As System.Web.Services.Protocols.SoapException ' Process the platform error here strErrorMsg = String.Concat("ErrorMessage: ", err.Message, " ", err.Detail.OuterXml, " Source: ", err.Source) MessageBox.Show(strErrorMsg, "CRM Error", MessageBoxButtons.OK, MessageBoxIcon.Error) txtXmlError.Text = strErrorMsg Catch err As Exception ' Process other errors strErrorMsg = String.Concat("ErrorMessage: ", err.Message) MessageBox.Show(strErrorMsg, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error) End Try Thanks, Tim Failes Advanced User Systems Tag: Change Quote template Tag: 35044
  - 12
    - Syncing Appointment/Tasks With Outlook Calendar We keep having a problem when creating appointments and tasks, they will not show up on the Outlook calendar or task list. I can fix the problem by reinstalling the forms: CRM appointment.fdm and CRM Task.fdm but does anyone know how to fix this problem for good or know why it happens after it works for awhile. Thanks- Kelly Tag: Change Quote template Tag: 35042
  - 13
    - Could not find file "c:\inetpub\wwwroot\help\help_toc.xml". Anyone had this error before ? And what is the solution.... I do not have this file. Microsoft CRM Unhandled Error Details: Could not find file "c:\inetpub\wwwroot\help\help_toc.xml". 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.IO.FileNotFoundException: Could not find file "c:\inetpub\wwwroot\help\help_toc.xml". 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: [FileNotFoundException: Could not find file "c:\inetpub\wwwroot\help\help_toc.xml".] System.IO.__Error.WinIOError(Int32 errorCode, String str) +181 System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, Boolean useAsync, String msgPath, Boolean bFromProxy) +888 System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share) +45 System.Xml.XmlDownloadManager.GetStream(Uri uri, ICredentials credentials) +73 System.Xml.XmlUrlResolver.GetEntity(Uri absoluteUri, String role, Type ofObjectToReturn) +55 System.Xml.XmlTextReader.CreateScanner() +384 System.Xml.XmlTextReader.Init() +23 System.Xml.XmlTextReader.Read() +530 System.Xml.XmlValidatingReader.ReadWithCollectTextToken() +146 System.Xml.XmlValidatingReader.Read() +26 System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader reader, Boolean preserveWhitespace) +80 System.Xml.XmlDocument.Load(XmlReader reader) +72 System.Xml.XmlDocument.Load(String filename) +78 Microsoft.Crm.Web.HelpSystem.ConfigurePage() +58 Microsoft.Crm.Application.Controls.AppPage.OnLoad(EventArgs e) +124 System.Web.UI.Control.LoadRecursive() +35 System.Web.UI.Page.ProcessRequestMain() +750 Thanks for any help Wim Tag: Change Quote template Tag: 35040
  - 14
    - how to get internal email in the queue ? Hi, I know that an internal email that is forwarded to an emailaddress that is setup as a queue will not arrive in ms crm, but I need to have a workaround for this. Any sugguestions ? I assume it must be possible to get around this. Please help. Regards Wim Tag: Change Quote template Tag: 35039
  - 15
    - internet access When I attempt to log on the login comes up, but then when I enter my user name and password, Exployer closes. Any ideas? Thanks, Antony Tag: Change Quote template Tag: 35038
  - 16
    - Use of BizTalk2004 We are in the process of evaluating whether to use MS-CRM. However, all of the published documentation indicates that the workflow is based on BizTalk2002. The question here is can I run BizTalk2004 as the integration platform between our other BizTalk2004 applications and orchestrations along with CRM 1.2? Thanks for your perserverence. Tag: Change Quote template Tag: 35037
  - 17
    - Business Units I have an organization with a top level Organization and the 4 subsidiary B Uâ??s. This is all set up in CRM and the CEO can see leads across all BU's. The problem that I am having is that a sales manager can also see all leads through out the organization also ie, leads that they do not own and have not been assigned to them. The sales manager BU is set so that members can only see (read) the leads in their own business unit. Structure â?? Organization â?? CEO Business Unit A â?? sales manager A Business Unit Bâ?? sales manager B Business Unit Câ?? sales manager C Business Unit Dâ?? sales manager D Each business unit is set to Role > Core Records > Business Unit (half circle) Read, sales managers are still able to read records that are owned by business unit members from other business units. I thought that this was not to occur! Again the structure another way: The CEO â?? is in the Organizational BU â?? CEO Role â?? Organization Rights All business units have the Organization BU as a parent A sales manager is in BU A â?? Business Unit Rights of READ on Account, Contact, Lead, Opportunity, Activity, Note are set to users A sales manager is in BU B - Business Unit Rights of READ on Account, Contact, Lead, Opportunity, Activity, Note are set to users The sales managers can still see accounts, contacts, leads, opportunities, activities of the whole organization. These roles were duplicated from the original organization roles when BU A, B, C, D were created.. Do I need to create new roles for each business unit in order to limit the visibility the way that I am trying to set it up. So that I business unit only sees a business units activities? What is it that I am missng? Tag: Change Quote template Tag: 35035
  - 18
    - Business Units record seperation I have an organization with a top level Organization and the 4 subsidiary B Uâ??s. This is all set up in CRM and the CEO can see leads across all BU's. The problem that I am having is that a sales manager can also see all leads through out the organization also ie, leads that they do not own and have not been assigned to them. The sales manager BU is set so that members can only see (read) the leads in their own business unit. Structure â?? Organization â?? CEO Business Unit A â?? sales manager A Business Unit Bâ?? sales manager B Business Unit Câ?? sales manager C Business Unit Dâ?? sales manager D Each business unit is set to Role > Core Records > Business Unit (half circle) Read, sales managers are still able to read records that are owned by business unit members from other business units. I thought that this was not to occur! Again the structure another way: The CEO â?? is in the Organizational BU â?? CEO Role â?? Organization Rights All business units have the Organization BU as a parent A sales manager is in BU A â?? Business Unit Rights of READ on Account, Contact, Lead, Opportunity, Activity, Note are set to users A sales manager is in BU B - Business Unit Rights of READ on Account, Contact, Lead, Opportunity, Activity, Note are set to users The sales managers can still see accounts, contacts, leads, opportunities, activities of the whole organization. These roles were duplicated from the original organization roles when BU A, B, C, D were created.. Do I need to create new roles for each business unit in order to limit the visibility the way that I am trying to set it up. So that I business unit only sees a business units activities? What is it that I am missng? Tag: Change Quote template Tag: 35034
  - 19
    - Reinstalling Crystal Enterprise At first, a French Version of CRM has been installed. Then it has been disinstalled and an english version has been installed on top of it. I realise today that the Crystal part is still in french as when it asks for report parameter, The web page is in french. I would like to know it there is any way of reinstalling the english version of Enterprise forcing the correct language. I would prefer not loosing the customised report but I could also push them back into enterprise without too much problem. Any body did that? thanks Tag: Change Quote template Tag: 35033
  - 20
    - CRM Internet AccesS Hui friends... I need ur help plz.... We have an installation of MBSCRM on a server in our LAN, we access to this throw IP , I realize some developments by means of the SDK, but some tests need to open the server to Internet to be able to access from house to the developments, the functioning of the CRM is perfect and my application also, hitherto every ok. The problem is when once opened for Internet, the CRM works correctly but my application develop not. I have placed the IP of the WebServer, to access to the API of MBSCRM, in the web.config of my application and not directly in the code as some friends do, following the stated steps of the SDK. On having called to my application, User and Password asks again and it cannot be authenticated against the server. How can I do? What am I doing bad? I am not using VPN, though that is what it recommends Microsoft. Thanx, GrG Tag: Change Quote template Tag: 35032
  - 21
    - Timeout when running a large export to Excel I had at a customer today "time outs" when trying to export 10,000 records to excel. The fix was to place: <httpRuntime executionTimeout="900"/> in the system.web section of the ms crm web.config. This fixed the problem Kind Regards Mike Tag: Change Quote template Tag: 35030
  - 22
    - Cannot add Gold Partner License to MSDN License I've installed CRM using the 5 user license from our MSDN download area "MSDN Subscriber". I then went to the MBS site to get our 25 gold partner action pack user license. Received the email with the key from MBS - however when i go into CRM>Deployment Manager>License Manager>MSDN Subscriber - Add License - i put this key in and it returns with "You must enter a valid license key". Have been ringing around Microsoft for over a week, and i've been transferred all over the world but no one seems to be able to help me! The only thing i can think of is that the key in invalid OR that it's having an issue with me trying to add a license key to the 'MSDN subscriber' - the key i was sent also said "Your company name must be entered exactly as shown below, as your registration keys are tied to this name". Obviously my company name is not 'MSDN subscriber' - could this be the problem??? What do i do? People have already started using this so i don't want to reinstall it, and i'm reluctant to think this is the solution as the 25 user license key i received has 24 characters, whereas the 5 user MSDN key has only 21 characters. Tag: Change Quote template Tag: 35024
  - 23
    - MS CRM & Outlook2002 Can I have MS CRM Outlook Client in Outlook 2002? Tag: Change Quote template Tag: 35022
  - 24
    - publish customization to other server All, Thanks for all your support for previous posting responses. I have 2 servers: development and production for CRM. We want to publish only LEAD object on PRODUCTION through deployment manager. However all changes are being performed on DEVELOPMENT server. I can't use EXPORT/IMPORT because using export from Development will have all object information and the problem is DEV and PROD are not in sink. If I use import/export all my views(124 views) and their sharing with team got screwed up. (PROD has more licences and team members are different than PROD) Using depolyment manager on DEVELOPMENT, when I choose publish -> Select only LEAD object -> Add Server as "PRODUCTION" and hit FINISH gives me an error: Publish completed with errors. Please see event log for details. CID: ,Error: Web Server is using a different Sql server. No event log is generated. Anyway What I need to accomplish is to publish only LEAD object from DEvelopment to Production. Do I need to play with exported XML from development and Import back to PROD ? What is the best solution. Thanks Naeem Tag: Change Quote template Tag: 35014
  - 25
    - Modify Activities HI, How to modify the values of the Priority field of the activities? I need to know if is posible to modify the values of the Priority Field, in the table StringMap, and to see these changes in the Forms of the activities. Thanks, Tag: Change Quote template Tag: 35013

I want to change the quote.dot file. What I want to do is
to add another image. When I open the dot file I cannot
see how the final document is set up. Can anyone help me
on this?

Thanks

RE: Change Quote template by NidalSalah

NidalSalah
Thu Mar 10 02:55:04 CST 2005

Hi,

The quote.dot file uses the Merge fields in order to display the data. To
view the structure of the file, Select the contents of the document by
pressing Ctrl-A, right click the selection and choose "Toggle Field Codes"

This should help you,

Regards,

Nidal

"Jytte" wrote:

> I want to change the quote.dot file. What I want to do is
> to add another image. When I open the dot file I cannot
> see how the final document is set up. Can anyone help me
> on this?
>
> Thanks
>

Re: Change Quote template by Julian

Julian
Thu Mar 10 09:05:04 CST 2005

On Thu, 10 Mar 2005 00:25:12 -0800, "Jytte"
<jytte.diederiks@ordina.nl> wrote:

>I want to change the quote.dot file. What I want to do is
>to add another image. When I open the dot file I cannot
>see how the final document is set up. Can anyone help me
>on this?
>
OPen up the quote.dot and press either Ctrl-F9 or Alt-F9 or something
similar (cannot remember exactly). This will display all the fields

>Thanks

Julian Sharp
Vigence for MS CRM in the UK
See my MSCRM blog http://spaces.msn.com/members/mscrm

RE: Change Quote template by NathanWarner

NathanWarner
Thu Mar 10 20:07:02 CST 2005

Hi,
We came across the same issue when attempting to customize the Quote form
for a customer and we recieved help from microsoft.
It shows how to use and modify the quote template.
If you would like to see this please feel free to e-mail me and i will send
you a copy.
nathan@jaythom.com.au

Regards,
Nathan Warner
JayThom Pty Ltd

"Jytte" wrote:

> I want to change the quote.dot file. What I want to do is
> to add another image. When I open the dot file I cannot
> see how the final document is set up. Can anyone help me
> on this?
>
> Thanks
>