Change the automatic classification ?

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- Previous
  - 1
    - Reassigning records I have tried to do this under Users- Reassign in CRM 3.0. It seem to churn for awhile then nothing gets changed. Does the user have to be inactive first? -- Thanks, Brian Tag: Change the automatic classification ? Tag: 70121
  - 2
    - Connecting existing CRM Server and existing SQL Server to new AD Hi, Any assistance would be greatly appreciated. I would like to connect my existing CRM Server and existing CRM SQL Server to a new domain. There will be a new AD, exchange etc, basicall everything on this domain will be a fresh install except for my crm and sql servers. How do i connect these two servers up to a new AD? All users will be recreated in AD. I have read the CRM Redeployment tool docs and that might work but the examples there are using new CRM and SQL servers whereas im using my existing servers. Many thanks -- MilitaryMan Tag: Change the automatic classification ? Tag: 70119
  - 3
    - Unable to automatic close Outlook After installing CRM Outlook client on laptop it isn't possible to close pc. This funtionality closes all open programs and shut down computer. After CRM is installed Outlook needs to be closed manual. ---------------- 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=598abc1c-8cbb-4038-b873-0615241b3849&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70117
  - 4
    - Quick create contact "form" Is it possible to edit the Quick create form used when creating contacts from within the account primary contact picker ? Otherwise this is a suggestion to make this possible! ---------------- 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=5cf639be-e2ad-4595-9f48-fa6e0f699c32&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70112
  - 5
    - Need for external connector license Dear Microsoft The need for a external connector to publish CRM related data to external web pages is making the projects too expensive. CRM is expensive enough with its need for SQL, Exchange, IIS and CRM licenses for all CRM users. ---------------- 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=ac15f6cb-140a-4e5d-ac67-556d9728d903&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70110
  - 6
    - User level dokument and attachment security Documents i CRM are linked on fx accounts in notes. I have a customer that need to secure that only documents to which the user has access is shown on the list. As I see it this could be done by giving the users only access to own documents and then use the sharing functionality. But sharing isn't possible for notes/documents. This would be nice. Otherwise I think maybe this could be done using a Sharepoint doc. library. Any suggestions/comments? ---------------- 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=097d3914-ce2d-46a6-a401-06499e5bd913&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70108
  - 7
    - User level document security in CRM Documents i CRM are linked on fx accounts in notes. I have a customer that need to secure that only documents to which the user has access is shown on the list. As I see it this could be done by giving the users only access to own documents and then use the sharing functionality. But sharing isn't possible for notes/documents. This would be nice. Otherwise I think maybe this could be done using a Sharepoint doc. library. Any suggestions/comments? ---------------- 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=8ef1bfce-f1c8-49ec-9ba3-e42cb50d45f2&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70107
  - 8
    - User level document security in CRM Documents i CRM are linked on fx accounts in notes. I have a customer that need to secure that only documents to which the user has access is shown on the list. As I see it this could be done by giving the users only access to own documents and then use the sharing functionality. But sharing isn't possible for notes/documents. This would be nice. Otherwise I think maybe this could be done using a Sharepoint doc. library. Any suggestions/comments? ---------------- 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=ac1d739d-c778-43cd-bc97-4ad2cdb6617d&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70106
  - 9
    - Default view in members on marketing lists The default view in marketing lists when seeing members is All members. This should be All active members. ---------------- 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=6cdde1e7-b888-4662-8bda-2a87e03e9ac7&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70105
  - 10
    - The Knowledge Base should allow files to be attached and searched I want to develop the Knowledge Base in CRM as a place to put things people in our firm all use in Common. However, I am frustrated that I cannot attach or copy files into the Knowledge Base especially Power Point files. It seems obvious that this could be a very powerful feature of CRM if its functionality was improved. ---------------- 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=35132fca-14e0-4988-8d7e-51b93aaa8f80&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70104
  - 11
    - Company field in Outlook contact - BUG When a contact is synkronized to Outlook the Company field is left BLANK - this is a bug. It should be filled with the Company name of the contacts company off cource. ---------------- 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=618f9e90-325a-48c9-bff6-efdfddf8cee8&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70103
  - 12
    - Office Word integration This issue is already mentioned, but as a partner we cannot overemphacise that a much better Word integration is needed in CRM. Customers expect this from a MS product and it is unacceptable that 3. party add ons are needed to perform this "simple" tasks: - Mailmerge from any form with any form/table fields. - Mailmerge from any form with related account, contact and user. - Mailmerge from any client and when offline - Mailmerge using different templates based on account/contact properties fx country og language. - Mailmerge any number of contacts not a 100 limit - this is a BUG! - Automatic create activity closed activity with generated dokument attached - Automatic create activity with follow-up if wanted (would be nice if your could set up a default follow up period on template !?) This should be a high priority in the CRM team - because this strong functionality is expected by customers and it is allready possible with existing/competing products like NAV, AX and SuperOffice. ---------------- 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=8aac8244-f47f-411d-a6f2-fd4f166a5c1d&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70102
  - 13
    - CRM 3.0 and SKYPE Hello together, somebody has an idea how to send SMS Messages via Skype directly out of CRM 3.0? Thanks all. Thanks for the help. Frank Reissmann Tag: Change the automatic classification ? Tag: 70099
  - 14
    - Appointment Confirmation When we create an appointment in CRM I want to have a workflow rule that creates a task to call the person the appointment is with 2 days before the appointment date. No problem using workflow to create a phone call record, but how can I set the due date for the phone call to be 2 days before the appointment? Do we need to write a custom assembly to do this? Roger Tag: Change the automatic classification ? Tag: 70096
  - 15
    - deleted products appear in Advanced Find as search criteria I have deleted some products in product catalog. When I use Advanced Find, those deleted products still appear in the list as search criteria. How this issue be resolve? Thank you! Tag: Change the automatic classification ? Tag: 70095
  - 16
    - how to modify standard keyboard shortucts? Hi, My problem applies to CRM 3.0 Web interface and is as follows: We have an English version of the product installed. However, the users in the Polish office need to be able to use Polish characters. Windows Polish keyboard that everyone uses allows for typing Polish characters using the right Alt e.g. Alt-n is Å? or Alt-s is Å?. The problem is that on the Account screen Alt-s is a shortcut for Save and therefore the users cannot type Å?. Is the any way this shortcut can be changed? Cheers, Marcin Tag: Change the automatic classification ? Tag: 70093
  - 17
    - Activity "task" not appearing in history of activities I tried to figure out how the Filtered Views in CRM work. For example in Contacts I wanted to see the activities of the last 30 days of a certain contact. What I found out was that one specific activities was not listed that definately had all date values less than 30 days since it was created. Only when I switch to "All" then all the activities are showing up in the history. It doesn't even matter which filter I choose (it can even be the "Last 6 month) I get the same results. I went directly to the activitypointerbase table and found out that this activity didn't have a value in the field "actualend". The test activity (task) I created which was showing up in the view "Last 30 days" had a value in actual end. This activity I created myself the other was created by someone else. Does anybody know when the field "actualend" is set to a date and when not. Any help would be much appriciated. Regards, Elias Tag: Change the automatic classification ? Tag: 70092
  - 18
    - Tab control anyone ? Is it possible to avoid some fields not to be tabbed into such as lead source lookup field ?? And is it possible to control the way tab jumps around ? Jack Tag: Change the automatic classification ? Tag: 70090
  - 19
    - Changing Content of mapped Fields Hello, is there a way to change the content of mapped fields? I have got an custom entitie which is mpped with company and offer. If I creat my entitie from "company" the mapped field (companynumber) is set its value as it should be, in my costom entitie field "customernumber". Creating a new record from my custom entitie and select via mapped lookup field a company the mapped entitie field remains blank. Also having an other field mapped to an entitie. By changing data in the source field the mapped field won't change (update) either. How could the solution look like? greetings Tag: Change the automatic classification ? Tag: 70089
  - 20
    - Dynamic Forms Hi, Is it possible to make some Fields on a Form visible or not in behalf of the Selection in a Picklist? tnx, marcel Tag: Change the automatic classification ? Tag: 70086
  - 21
    - SQL Cluster and CRM V3.0 We run a new SQL Cluster and are looking to run CRM V3.0 on it... however the advice we are getting is to install a new/separate SQL and run CRM into it... Why? is anyone running CRM 3.0 on a SQL Cluster? Thanks everyone. Steve Tag: Change the automatic classification ? Tag: 70072
  - 22
    - Lock down or close Orders/Invoices In MS CRM, how can I lock or close orders once they have reached a particular status. Once we enter in an invoice and it is integrated with our financial system, we want to lock it down. Tag: Change the automatic classification ? Tag: 70066
  - 23
    - Schedule for another user and Track in CRM From Outlook Client Need to add the functionality to be able to schedule for another user and trackin CRM. Scenario: People call in to the Law office and want to make an appointment with one of the attorneys. They are speaking to the Attorney's assistant though and she needs to be able to put this into her boss' calendar. In the demo, when we attempt to schedule to another users calendar in Outlook, it doesn't appear to be an option to either Track in CRM or assign the Regarding. -- Thank You, Robert Harrison Portland: 503-345-9176 ext 814 Seattle: 206-686-3254 ext 814 Gateway Solutions Inc www.GSIcrm.com Certified Microsoft CRM Solution Partner ---------------- 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=a55bd970-d554-4d3e-8dcd-13043250f089&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70065
  - 24
    - Moved CRM to Hosting provider - Dynamic Excel worksheets can't con Hello - We just moved our CRM installation out to a data center. We are able to get to CRM via a public IP and can even export the dynamic excel worksheet. When I try to open it I get errors connecting. If I am connected to the data center via VPN the workbook opens correctly. What ports or other configuration do I need to have enabled so that VPN is not necessary to access these dynamic worksheets? Thanks- -- Brian Orrell Pariveda Solutions Tag: Change the automatic classification ? Tag: 70061
  - 25
    - MS CRM contacts to Outlook -- Synchronization of non-owner contac Is there a way for users to pick and have other contacts (contacts they do not own)in CRM also synchronize to their Outlook ?? Thanks! Tag: Change the automatic classification ? Tag: 70060
- Next
  - 1
    - Sales Reports We just upgraded from v1.2 to v3. I'm trying to run reports on our sales pipeline. However, v3 doesn't have anywhere near the amount of pre-canned reports that v1.2 did? We have become heavily dependent on some of those reports for analyzing our sales cycle and now I don't know what to do. Are we all expected to be programmers and modify these reports to our liking? What happened to all of the reports the previous version had? Am I missing something? Tag: Change the automatic classification ? Tag: 70059
  - 2
    - Using the VPC Demo for development Until we figure out how to actually install the software, is it reasonale to press ahead with our own development using the VPC Demo image? I know some do this. I tried to uninstall and re-install MSCRM to work from a clean slate...that did not go well. So the question is... Can I work from the demo MSCRM for development purposes? Just manually delete the data, and customize from there? The One BU can be disabled, and others created. Can I also clear out the users (or at least disable them). From this then, could I press ahead with development?... and export my customizations to a new system, once we figure out how to do an installation that works? I know that BUs and Security roles will not export out, and will need to be set up again on the production system. Will this create any issue in my development? Will the disabled BUs and demo users also export out..into the new system? I hear some say that you can do this, but the destination server must have the exact same setup....what is meant by this?... Actual Server names being the same? Sorry for my cluelessness, but I have no background in Server technologies, SQL, or XML, and a trying to learn it all from scratch, with a 3 month window to learn it all and do a basic implementation with over a dozen imports. I do have a background in other CRM technologies and methodologies, but typically just had to learn the application to arrive at a sufficient skill set to do a simple implementation. Tag: Change the automatic classification ? Tag: 70057
  - 3
    - CRM Outlook Laptop Install FAILURE I am installing Microsoft CRM 3.0 Outlook Client for laptop. Everything checks out however at one of the steps that it goes to verify I get this error: "Microsoft CRM Client for Outlook Setup User Input File or assembly name $fn$, or one of it's dependencies was not found. " Help Claims it can't connect to CRM. --->Which is incorrect because I can ping it and get to it from a browser. Anyways, where I have $fn$ is a filename that is a dll. It gives me a different filename each time I put in the CD. Which is odd. The first filename it gave me was "dzt419f2.dll". I have the .msi logs if anyone wants them. Please help. I don't think it's fair that it would be "impossible" to put our new product on a laptop. So far, it sure appears that way. Thank you. -Jerrod Fowkes Tag: Change the automatic classification ? Tag: 70053
  - 4
    - Email Template Subject When inserting an email template into an email do not overwrite the email's subject if there a subject already there ---------------- 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=639be433-7677-4eab-9922-372f7f69bf68&dg=microsoft.public.crm Tag: Change the automatic classification ? Tag: 70052
  - 5
    - Reminder for synchronized tasks Hi, when i create a task in CRM and synch my desktop client, the task is listed in outlook. Well, but there is no reminder for that kind of tasks! We have the same problem, when assigning task to other CRM-users and here it is absolutely necessary! Is this normal behaviour of the system? Can anyone help me? Michael Tag: Change the automatic classification ? Tag: 70046
  - 6
    - Error when attempting to create a contact within an account I am trying to create contacts from within an account entity but keep getting error "System.ArgumentException: The parameter is incorrect." when I try to save it. I have copied the stack trace below. If someone could help me fix this I would appreciate it. [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller, String Contact) +0 Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +405 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +12 Microsoft.Crm.Web.SFA.ContactDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Change the automatic classification ? Tag: 70045
  - 7
    - Laptop Client not able to work with CRM 3.0 in Offline Mode Hello, One of our clients is using the Laptop install of CRM 3.0. She can connect to the CRM server via Outlook just fine when she is connected to the company network via a VPN. But when she tries to access the CRM data while in an offline state, she gets the following error: Authentication Error Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator. Has anyone come across this before and figured out a solution? Thanks in advance! Tag: Change the automatic classification ? Tag: 70040
  - 8
    - Crystal Report Question for CRM 1.2 Unfortunately I am still on CRM 1.2 I am having a problem with a Crystal Report that shows Open Date, Resolved Date, Cse and Days the cases was Opened. However, I am getting results for each activity for each case. I want the final end of the case but am having problems finding which field that is. for Open date I am using incident.createdon and for Resolved Date: incidentresolutionactivity.actualend My Record Selction is as follows: {incidentresolutionactivity.statecode}=1 and {incident.statuscode}=5 and {incident.CFPDepartmentname} = {?Department} and {incident.createdon} = {?Date Range} and Not IsNull({incidentresolutionactivity.actualend}) Please, if anyone can tell me what I am doing wrong. Thanks JW Tag: Change the automatic classification ? Tag: 70037
  - 9
    - Trip or Travel Report Our company is new to CRM. We have had one training session by our installer. I asked the company representative who installed our system "How can our salesmen create a trip report using the information they are generating in CRM". I still have not heard back. That was three months ago. Here is my problem. Our representatives are going out into the field writing notes and information into accounts and contacts concerning the customer. At the end of each week the owner would like a report on their activities. Currently the saleperson is having to type a Word Document describing their week of activities. Since I am the person who approved the purchase of CRM, I thought CRM could do this with some customization from what I read and was told. I am not feeling that way at this moment in time. I know I do not like typing information twice - so I am looking for a magic button approach "the salesperson pushes the button" and CRM generates a report based on the notes they entered for the week in a report form. I am feeling responsible for their pain - This report is given to the owner so he can read what his salespeople are doing during the week. Information such as who they met with, what was said, any opportunities, etc.. would be in the report. Anyones help would be appreciated. Ed Harris Private Email: travelingman@gvtc.com Tag: Change the automatic classification ? Tag: 70032
  - 10
    - CRM and it's impact/integration with CRM Hello, We're considering deploying CRM however I have some concerns about what impact it has on AD and I'm not a bit of a loss to find any information to clear up my concern. Primarily, I need to explain why CRM needs an OU - what it does with it, what it stores in it etc - as I need to justify the creation of the OU CRM asks for in the AD. Does it alter/impact on the AD outside of this OU? Any other implications? Essentially, I need to convince the AD chaps that installing CRM and allowing it to use the AD isn't going to cause the world to end. URLs would be particularly useful if they exist. Thanks in advance. Tag: Change the automatic classification ? Tag: 70028
  - 11
    - Access Grid Information Does anyone know how to access grid information? For example, I needed the ability to create a new Service Ticket of a Grid. I was successful. My code is below. But, I think there may be more effecient means of accessing this information. Perhaps Microsoft made a function that allows me to return grid information by column title. Any one have any knowledge? Here is the isv.config code I have created: --------------- <Grid> <MenuBar> <Buttons> <Button Title="Create Service Ticket" ToolTip="Creat a new Service Ticket" Icon="/_imgs/ico_18_112.gif" JavaScript=" //Determine which rows, slected or not selected var selected = true; var unselected = false; var count; //Loop through the rows var allRows = document.getElementsByTagName('tr'); for(i=0; i < allRows.length; i++) { if((unselected == true && allRows[i].className == 'grid') || (selected == true && allRows[i].className == 'gridSelectOn')) { //Create the new service ticket myRef = window.open('/cs/cases/edit.aspx?_CreateFromType=' + allRows[i].otype + '&_CreateFromId=' + allRows[i].oid, count, 'menubar=0, status=1, width=1000, height=600'); } } " WinParams="" WinMode="2"/> </Buttons> </MenuBar> </Grid> Tag: Change the automatic classification ? Tag: 70025
  - 12
    - Transfermation of CRM 3.0 Hello I want to ask you that is it possible? If i install CRM 3.0 Server on the stand alone PC e.g. Windows 2003 server std under AD and after some time when we will transfer our AD setup to VMWare. then can i transfer all data and information from CRM 3.0 server on the new VMWare environment? if can then what is best way to do? if we can not transfer then what is reason? -- Toni Tag: Change the automatic classification ? Tag: 70020
  - 13
    - Not able to Synchronize outlook with CRM Hi ALL, I am able to synchronize outlook with CRM if i am logged as an system administrator but if i logged on as any other user it doesnt work and an error is displayed that the user doesnt have required 'Access & Permissions' to do so. Can you please tell me what are those 'Access & Permissions' as i have tried all changeds in the 'Access & Permissions' settings in CRM. Thanx a lot kunal Tag: Change the automatic classification ? Tag: 70018
  - 14
    - Imported Leads Conversion to Opp. Hi! I am trying to do a Bulk Import of Leads from a csv file and convert some of them into opportunity. I am getting an Error " Sales Force Automation Error - You cannot qualify a lead which is already closed ". But when iam creating a new lead inside CRM and convert into an opportunity, it is working without an issue. Any clue ? pls help Tag: Change the automatic classification ? Tag: 70015
  - 15
    - Problems in viewing Report Hi we have installed the SQL and CRM in 2 different servers, running on win 2003. I face a problem when viewing reports as it keeps popping up dialog box for username and password which when not given gives a "page cannot be displayed" error. can anybody let me know why the logon request for report section is prompted. I tried to fiddle around with report section datasource, by selecting various options and it works only when a AD user is given in the credential section, since the user's password is prone for expiry, it will be risky to give that option. Tag: Change the automatic classification ? Tag: 70014
  - 16
    - ReportServer Problem (404 and File not found error) - Solution During some recent changes to our servers I found that the ReportServer functionality stopped working so that when I selected Reports within the CRM system an error message was displayed asking me to contact the System Administrator. In addition to this when I browsed to the virtual directory housing the site I got a 'Page cannot be displayed' message. This also seemed to affect the ability of the CRM system to display the System Settings page as it displayed an error message again. So after a little bit of investigation I have narrowed down the problem to the fact that SharePoint had been installed on the same server as the ReportServer AND there is a ReportServer bug. To solve the problem I found the following articles; http://msdn2.microsoft.com/en-us/library/ms159697.aspx - Deploying Reporting Services and Windows SharePoint Services Side-by-Side http://support.microsoft.com/?kbid=922656 - Error message when you try to open the Report Manager tool in SQL Server 2005 Reporting Services: "The request failed with HTTP status 400: Bad request" Or "An attempt to connect to the report server failed" I have also come accross a third KB article which I did not require but may be useful; http://support.microsoft.com/kb/916159/en-us - You cannot modify system settings, add reports, download reports, or modify report properties in Microsoft CRM Tag: Change the automatic classification ? Tag: 70009
  - 17
    - Username is replaced by System in Created By Column Hi, How come the Created by column in the History entity in the Contact form are assigned with SYSTEM and not the actual user who created the activity in the first place? How do I change this? I am mainly working Outlook and use the track in CRM functionality. Greatful for any help in this matter. Tag: Change the automatic classification ? Tag: 70007
  - 18
    - Any ssues Installing SQL 2005 Service pack 1 on CRM Server We have CRM Server 3.0 with SQL 2005 Server running at one of the client place. We want to apply SQL 2005 Service pack 1 on Server where CRM database is sitting. MS Support team, recently advised one guy in our team against installing SQL Service pack 1. Installing would have issues with the CRM server and would stop the CRM server from operating properly. MS team did not go into specific details as to what the issues were or any details of the types of issues it would cause, they just strongly advised against applying SP1. I would like to know does anyone had applied SP1 on Server. Any issues? I could not find specfic in MS Site. I would appreiate if I can have reference links to verify that as well. Thanks in Advance. Tag: Change the automatic classification ? Tag: 70004
  - 19
    - Customer Relationship Management (CRM - October 2006.) Customer Relationship Management (CRM - October 2006.) CRM Basics,CRM Objectives,Types of CRM : Operational CRM , Analytical CRM ,Collaborative CRM, CRM Implementation ,CRM Technical Functionalities ,Popular CRM's : SugarCRM ,vTiger CRM , Daffodil CRM ,Future of CRM http://flying-rugs.com/crm/CRM.html Tag: Change the automatic classification ? Tag: 70003
  - 20
    - Automatically convert a Phone Call into Opportunity ? I have a Phone Call Campaign Activity distributed to a Contact, I have added a customized field (Accept/Unaccept) in the Phone Call. The normal crm operation flow is that the users choose "accepted" in the picklist and then save the Phone Call, after that they need to convert the phone call into Opportunity. However, the user want to bypass the 'step' to click the "Convert to Opportunity" button. What the users required is that when they SAVE the phone call whenever the picklist value is ACCEPT. The system will automatically convert the phone call into opportunity. Moreover, a Service Activity also need to be created in that Opportunity. Any suggestion? Many Thanks. Tag: Change the automatic classification ? Tag: 70000
  - 21
    - trouble importing customizations onto a the Demo version of Virtua I have fully customized a client installation of CRM 3.0 including custom entities. I am trying in import these customizations onto a Virtual PC 2004 running the CRM 3.0 Demo image from May 2006. I have not touched this virtual image. It is the demo system with no changes. Iâ??m getting an error that my mappings are not right. The message reminds me of the Mapping restrictions 1. The source and target attributes must be the same type. 2. The source attribute length must be < or equal to the length of the target attribute. 3. The target attribute must not have a mapping relationship with other mappings. This 3rd restriction has me doubting things. For example, all implementations Iâ??ve seen have the following mapping: Lead.address1_city to contact.address1_city And Account.address1_city to contact.address1_city. This violates rule #3 yet it is an out-of-the box mapping. So my dilemma â?? How do I import my customizations when Iâ??ve been through all mappings and rules 1 and 2 seem to be preserved? I tried to import just the three entities Account, Lead, and Contact but it also errored saying my mappings were not correct. Should I delete the mappings on the target (Virtual PC) machine before importing? How do you find out what specifically it causing the error? Tag: Change the automatic classification ? Tag: 69999
  - 22
    - Service-Oriented Architecture(SOA) - Principles & Practice (October 2006) Service-Oriented Architecture(SOA) - Principles & Practice (October 2006) The Principles of SOA,Loosely-Coupled Architecture,The SOA Solution - How it Works,The iBOLT Flow Editor, Composite Applications,Implementing a SOA with iBOLT http://flying-rugs.com/soa/ Tag: Change the automatic classification ? Tag: 69998
  - 23
    - Install issues Did a first install, but 'step 11' did not warn to write down the URL to attempt to bring up CRM. Where in the installation can I find the URL?????? This is not SBS so localhost:5555 does not help. I don't think we had any users set up in the DC when CRM was installed onto some test servers. There is an OU setup. Can this be an issue? Is there a default admin logon anyway? When attempting to run registration, I get: SQL Server does not exist or access denied. by the way, will running registration on a test server create issue for us when using the same license for production? When attempting to run the Deploymet Manager, I get the error that (MSSQL$CRM) is not running. I don't even see it listed in services. Environment. Virtual Server running both SQL and MSCRM... seperate Virtual Servers for Exchange and DC. The big question... What did I do to deserve this ;) Tag: Change the automatic classification ? Tag: 69991
  - 24
    - CRM Network Solutions Hi, We are looking to install Microsoft CRM in a business that has two office locations. What would be the networking solutions for this? Does anyone have any network infrastructure examples? Thanks Tag: Change the automatic classification ? Tag: 69989
  - 25
    - Cannot find the specified Microsoft Exchange Server This is the error we get upon the final install checklist. ? What can cause this? Our Network Admin is pretty confident that all of his settings are fine. We can see the Exchanger Server in the domain. What are we missing? There are no users set up yet on this test Eschange server, but there is a OU setup on the Domain...but no specific user there either.????? ? If we press ahead with an install, we can add Exchange (and the router) later, correct? Tag: Change the automatic classification ? Tag: 69979

Hi,
In CRM, the standard format for the quotes is "XXX-0000-XXXXXX".
But we don't need the suffix. Is it possible to change this auto format, by
exemple giving to the suffix the initials or the name of the user who create
the quote ?

If it's possible i wish to do the same for the orders.
Thanks for your help.

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