Change print templates

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- Previous
  - 1
    - Prevent outlook data sync HI, I have been trawling round this NG and the support areas of MBS to no avail. What I am trying to do is to insert contacts into an empty default contacts folder for a mailbox whitout them being created as new contacts in CRM. Everything we have tried has failed. I have deselected contacts from the personal options section 'create microsoft crm items in my default outllok folders' but it makes no difference. If we put a contact in that folder it creates a new contact with equivalent details in CRM, either when online (if online when put the contact in the folder) or when go online (if offline when put the contact in the folder). The reason we have for doing this is that we are not happy with the sync performance so are looking at synching on one machine and copying data to a central public folder and subsequently copying to using a third party tool to sync that public folder with the default contacts folder for each mailbox. However everytime we try and insert contacts from the central folder into te default folder we end up creating loads of new contacts in crm. Can anyone advise where I am going wrong? pete Tag: Change print templates Tag: 40874
  - 2
    - Remove Revenue field from opportunity form I want to remove the revenue radio button field that asks if you want to enter the value yourself or have it system calculated but can't as it says it is required by the system. We do not have products so cannot calculate opportunity values. So it would be nice to remove the revenue field and default to the user entering the revenue value themselves (I can do the last bit). Does anyone know what is stopping me removing it? Tag: Change print templates Tag: 40868
  - 3
    - Prob with sales for outlook Hi, Since i've been so quicly helped to solve my fist prob with crm i go on with the second one: When i install sales for outlook 2003 all the buttons work exept the ones for creation of new account, new contact and the the two other ones in the same row. Additionnaly when i try to promote mails into crm element outlook crashes And now i've another problem, i've uninstalled sales and when i install it again (after having deleted everything included the former install of sql desktop) i don't get the tool bar and i don't get no display at all from crm in the folder view thax in advance for your help -- Chaoul chaoul@datasafe.fr Tag: Change print templates Tag: 40867
  - 4
    - Unable to delete Accounts in CRM V1.2 some of the Accounts that we are used to work on are deactivated and now i need to delete them, but when i try deleting them it says they are in a read only state even though i reactivated them.... -- CE-I / E-Business Consultant M. Badie Tag: Change print templates Tag: 40865
  - 5
    - IE window crashes at login Hi u ol, I've juste installed a CRM1.2on a SBS2003Premium, and when i try to log into the web page of the CRM my IE window closes on some of my computers or even on mine in the other sessions than the main one. Has someone any good idea for it? Thx in advance Chaoul Tag: Change print templates Tag: 40860
  - 6
    - CRM for a radio station Hi Im supposed to customize CRM for a Radio station, but the great number of times unites (1 second upto 90 seconds) with 8 times intervals during the day (ex: 8-10 am) is a problem that troubles me, speiacly with price lists for every one. also another problem that every product has a different company, Agency, and MBU (Media Buying Unit) where all three have to be identified to get the sales report for each one, knowing that a product should have a company, but might not have an agency or an MBU. also if a product is advertised for through a company its prices are differnet than an agency or MBU. my main problem is reporting, if there is a way to customize and get reports for each company, product, agency, MBU, salesman, industry. and then filter 2 together then my problem is solved. thanks -- Alaadin Abu Libdeh Tag: Change print templates Tag: 40858
  - 7
    - New CRM 1.2 installation login problems I'm sure this has been asked before but my searches did not turn up anything that matches so ... I just installed CRM 1.2 on a box running SBS 2003 Premium with SQL Server 2000 SP3a. Everything went fine during the installation. I followed the procedure in Microsoft's document found here: http://www.microsoft.com/technet/prodtechnol/mscrm/mscrm12/deploy/15_sbs03.mspx After installation, when I try to browse to http://crmweb from a computer joined to the domain, I get prompted to provide user name and password credentials. After providing them three times I get a 401.1 error (You are not authorized to view this page). Now the part I find very interesting is that when I access http://crmweb from a system on the LAN that is NOT joined to the windows domain, but has a Local User with the same username and password as a domain user who is also a CRM user, the CRM web page displays correctly without prompting for credentials at all. Can somebody please offer any suggestions to correct the authentication problem? Thanks, Jair -- Jair Bobys, MCSE, RHCE, MCP+I Computer Troubleshooters - Sugar Land jbobys@REMOVEcomptroub.com Tag: Change print templates Tag: 40844
  - 8
    - Add lines to a renewed contract Whenever I try to add a new contract line while renewing a contract (ie the customer has purchased an item during the year and the contract template is coverage dates), the system rejects the new line with "invalid coverage dates". Doesnt seem to matter what dates are entered. Please advise how to add new lines while renewing a contract. Thanks Prue Tag: Change print templates Tag: 40840
  - 9
    - CRM Setup couldnot find a valid organization on the specitied data What's the matching info between the database and active directory? I try to modify them to match each other. Tag: Change print templates Tag: 40837
  - 10
    - What's the relationship for the CRM database in SQL SERVER? How many CRM database in SQL server? I can see 2 databasee: X_CRM.mdf and X _METABASE.mdf But the master.mdb is also store the CRM data~~~ So how many database the CRM use? and What's the relationship for them? Cheers, Jim Tag: Change print templates Tag: 40836
  - 11
    - Customizing CRM We have set up the CRM and have a large database. We are now in the process of customizing and adding new fields. We would like to be able to populate these fields from an excel file. How do we do this? -- Linda Tag: Change print templates Tag: 40834
  - 12
    - defined default value to lookup hi, i need to put a default value to pricelistid on quote page , i have one pricelist only and i want to saveing from users to fulfill this field ' did someone do it before TY Tal Tag: Change print templates Tag: 40833
  - 13
    - MS CRM - Arabic edition Hi all We've got a customer wanting to have the UI in Arabic language. I understand that on top of English edition, we need to install the Arabic edition. What I'm aware of is during the implementation phase of the project, will the MS CRM implementation team need to know Arabic and have all the fields displayed in Arabic? Or is there an option where the fields can be in English and then converted into Arabic as and when required. Request your thoughts and past experiences on such situations. Thanx in advance -- Regards Paras Tag: Change print templates Tag: 40832
  - 14
    - E-mail Router & Cluster Exchange 2003 Hi, I have a question for you. Can I install CRM-Exchange E-mail Router in an enviroment with two nodes of cluster of Exchange Server 2003? If the answer is YES, please tell me, how can I do that? Thanks for your help. -- Rosita Andrade Tag: Change print templates Tag: 40830
  - 15
    - Microsoft CRM 3.0 - WOW! I'm surprised to be the first to comment on the outstanding application we saw demoed at Microsoft's Worldwide Partner Conference this week. In a word, "Wow"... To all of you who have been hanging in there with what I'm sure MS would agree was a less than fully functional 1.x product, you are about to be rewarded... There are so many fantastic new features that I can't possibly cover them all here. Suffice to say, I believe that at least 90% of the shortcomings in the 1.2 product have been addressed, and some terrific new functionality has been added as well. Some of the highlights include: - fully customizable home page (and activities). They demoed a CRM Home page that looked like a portal, consisting of Share Point web parts, including three graphs. - Ability to add custom entities. You can rename all of the CRM tabs (hurrah! can change Contacts to People, etc.) You can add new tables, and specify M:M relationships between any CRM object, including custom ones. - Everything looks much more like Outlook, and the integration appears to be much tighter. - Great enhancements to Excel exporting, including the ability to create a live link Pivot table (data updated in your PT as it changes in CRM!). - Advanced Find can now query across objects, with a highly intuitive And/Or grouping of lines. And you can save queries, and they show up right in the Views for that object! (You can share them too.) - Quick Campaigns can be created on any advanced find result set, with sophisticated, full-blown marketing functionality built in. (They even had a "Email via Mail Merge option" on the menu - and the email GUID appears to be history as well, and tracking email conversations looks easier) - They have added a very sophisticated Service Scheduling module. - Greatly enhanced reporting capabilities via SRS - Simplified deployment (all customization/publication done through IE GUI) Like I said, that's just a short list. Get ready folks, CRM 3.0 will be the product everybody has been waiting for. Kudos to the CRM Dev team for a great job! Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 To download a fully functional trial version of VAST, the Visionary Audit System Tools for Microsoft CRM, visit http://www.vscrm.com/trial.htm Partners, be sure to come by booth #806 at the WPC to see our new VAST Insights historical data query tool in action! Tag: Change print templates Tag: 40824
  - 16
    - Importing contacts for various users Is there a way to use the import procedure to bring multiple user's contacts into MS CRM at one time? In my tests, the account owner defaults to the logged in user at the time of the import. Thanks, David Tag: Change print templates Tag: 40817
  - 17
    - MS CRM 1.2 and MS SQL SERVER REPORTING SERVICES CAN MS CRM 1.2 CO-EXIST WITH MS SQL SERVER 2000 REPORTING SERVICES? WE CAN ONLY GET EITHER CRM OR REPORT SERVICES TO WORK NOT BOTH. THANKS. Tag: Change print templates Tag: 40813
  - 18
    - Report Parameters in URL Problem I have created a report that accepts multiple discrete parameter values. However, I do not know how to specify multiple values in the URL. The report works fine when specifying only one value. What am I doing wrong? Any help would be appreciated. Please see the url below: http://crm01/Reports/viewer/html/viewer.aspx?id=42232&promptex-Status=Open&promptex-Name=John+Smith Tag: Change print templates Tag: 40812
  - 19
    - Strange CRM Performance Issue My company deployed CRM for several months. Performance was quite OK until two weeks ago, strange things started to happen after we deploy SharePoint portal. Not sure they are related. CRM has its stand alone web server. but share the same db server with a number of applications including SharePoint. It doesn't look like database is the performance bottle neck. But the plan is to move CRM to it's stand alone db server in the near future. The symtom is: 1) loading up CRM took a long time, sometimes time out. But sometimes after it took a long time and still nothing happened, I closed the browser window, and then opened another browser window, CRM sometimes loaded right away. 2) navigating to different areas of CRM took a long time 3) open a crm record took a long time. 4) updating and save a crm record took a long time, especially actions like changing owner of a record. 4) Same issues in Outlook client. In addition, promoting an email took a long time, time out, or received an error. Sending crm email also took a long time, time out, or received an error. We monitored performance both on the database server and web server, but the results were quite acceptable. Is it because the http request took a long time to get to the web server? However, the web server responded reasonably fast after the request did get through? No clue yet. Any help will be very appreciated! Tag: Change print templates Tag: 40811
  - 20
    - SystemUserID in SystemUserBase I have been testing to see if a disabled user can be reactivated and show up with a SystemUserID in the SystemUserBase. From what I can see it will will show up as a new account. The AD account was disabled from AD quite some time ago. I notice tha the Object GUID that is viewable with ADSIEDIT in AD does not corrospond with the SystemUserID. If I new how the SystemUserID entry was created I could manually create the record in the table. I least I think I could. Anyone know how they are created under the hood. It would be a bit tedious to go through the license table to see if the associated account does not exist and then we could remove the record. Any Ideas. Tag: Change print templates Tag: 40809
  - 21
    - The .mdf is 150MB, but export to .xml, only 50MB? Losing data? Tag: Change print templates Tag: 40802
  - 22
    - How to? Import .xls to a new installed CRM??? URGENT!!!!! How to? Import .xls to a new installed CRM??? URGENT!!!!! Many thanks. Tag: Change print templates Tag: 40801
  - 23
    - Activate Order I create 2 manuel rule from Workflow manager at below: 1. Manuel Rule Change state to : Submitted 2. Manuel Rule Change state to : Activated I run first rule when order is Active and Order is submitting. After that I run second rule when order is submitted but it cant run and I see "An error has occured" message. Does anybody help to me? How can I activate "submitted order"? Best Regards, Tag: Change print templates Tag: 40793
  - 24
    - Adding values to "OpportunityCloseActivity" I'd like to add more values for "Status Reason" for when my users close an opportunity. However, the Close Activity is a popup window that I can't find when I go to the system customization while logged in to MS CRM. Is there anyway to add values to this?? I see the fields in Deployment Manager (OpportunityCloseActivity/statuscode), but obviously I can't change anything there. Thank you very much for any help! Tag: Change print templates Tag: 40788
  - 25
    - appointment how do we accept or decline an invitation (appointment) in CRM 1,2 (not using Sales for Outlook) Tag: Change print templates Tag: 40787
- Next
  - 1
    - Sharing function Hi, I have a problem with the sharing function. I have this error: ....the Business Unit can be inactive or deactivated...... It's no true. Can somebody help me? Thanks Tag: Change print templates Tag: 40780
  - 2
    - Error when trying to connect to crmweb When trying to connect to http://crmweb i get the following error. Server Error in '/' Application. ---------------------------------------------------------------------------- ---- Parser Error Description: An error occurred during the parsing of a resource required to service this request. Please review the following specific parse error details and modify your source file appropriately. Parser Error Message: Could not load type 'Backup.Global'. Source Error: Line 1: <%@ Application Codebehind="Global.asax.cs" Inherits="Backup.Global" %> Source File: C:\inetpub\wwwroot\global.asax Line: 1 Tag: Change print templates Tag: 40779
  - 3
    - Recieving an error when opening CRM e-mail????? When a response to a CRM E-mail is received, it is automatically attached to the CRM Record (Opportunity, Account, Lead) as activity history. In order to further respond to the CRM E-mail and continue the thread the user has to do this from the CRM Activity History on the record. Sometimes when the e-mail is opened in CRM it contains this warning message: "The e-mail below may contain script or content that is potentially harmful and has been blocked. Unblock" With this error message, the user can not respond or forward the e-mail from CRM. The e-mail form blanks out and the user gets an internet â??Page can not be displayedâ?? error screen. You will see this message on the CRM E-mail when you open it. What could be causing this? -- Mike At DSI Tag: Change print templates Tag: 40776
  - 4
    - Sending email to queue user from LAN fails Is it normal that email sent to a queue user from an external recipient works fine but email sent from a local user on the domain fails to arrive? Is this by design? Tag: Change print templates Tag: 40773
  - 5
    - Upgrading windows 2000 CRM server to windows 2003 server Does any know of a procedure or KB article that covers this. Thanks Ken Tag: Change print templates Tag: 40772
  - 6
    - Rule ? CRM 1.2 Sales prof. I have made a manual rule that updates 3 custom account fields from true to false. They worked fine before but now the customer get an error stating that he isn't allowed to make the change. The systemadministrator with all rights can't apply the rule either. Can it be because of the rollup fix or something ? It is a very simple rule so I don't have a clue, can anyone help me out here, thank you ! Any thought is welcome ! Jack Tag: Change print templates Tag: 40771
  - 7
    - Report consultation crashs Hello, I've noted that Crystal Enterprise for MS CRM doesn't work very well in my deployment : - Sometimes it works - Sometimes nothing loads after long time - In the most cases, I get this error : "updateViewState failed" In that last case, I've verified : APS is running. I don't have a lots of users accessing simultaneously Crystal Enterprise, but we have imported around 2000 accounts and 6000 contacts. Has someone experienced such problems ? Could it be an hardware requirement problem ? Thanks for advance -- Michael MARTIN BrainSoft (France) Tag: Change print templates Tag: 40770
  - 8
    - mysterious relogin after 15 mins Hello, after about 15 minutes of working with MS-CRM IE opens a login window. Problem is, it wants me to enter a password for a non existing user. User in CRM is John Doe, domain login for this user is user08. The login window wants me to enter the password for "\\crmsrv\John Doe" password for user08 is not accepted. After closing IE (loosing all entered data) and restarting it, everything works (for about 15 minutes). Is there anything I can do about that? Regards, Tobias Tiederle Tag: Change print templates Tag: 40764
  - 9
    - Moving CRM Database Hi All, How can I move the Microsoft CRM SQL Server databases to a different machine (same domain, of course)? Tag: Change print templates Tag: 40763
  - 10
    - Mailing Groups of persons in CRM I would like to make account's member of groups, or make contact's members of groups. In that case I can would like to send e-mails to groups instead of mailing to account's or contact's. How can I Arrange that? Tag: Change print templates Tag: 40760
  - 11
    - Slow response times using browser over VPN Hi I use CRM 1.2 remotely via VPN over broadband. Most of the time I use the Outlook interface, but occasionally I need to go direct via IE. Response times are fine using Outlook but painfully slow (half an hour to load the first screen) using IE. I'm using Windows 2003 Server and XP client. Any good ideas? TIA Tim Tag: Change print templates Tag: 40758
  - 12
    - Opportunity, Quote, Order to Invoice Hi, Am i correct that 1 opportunity can have several active quotes?? But each quote can only be associated with one order and one order is associated with one invoice. Our client asks whether one quote can have several order. For example in a quote for 10 items. Then the customer is required to send 5 items first and the rest later. How to accomodate this partial order in MSCRM? Can someone help me?? Thanks Carrie Tag: Change print templates Tag: 40751
  - 13
    - Can't select text in input control I have created a custom page that works fine within CRM. The strange thing is that I can't select (highlight) text in a textbox control. I created the page using an asp:TextBox control and a regular HTML Input control set to type=text. For some reason I can't select the text using the keyboard or mouse in either case. The standard CRM pages don't exhibit this behavior. Does anyone have a clue what's going on? Thanks. James Tag: Change print templates Tag: 40750
  - 14
    - Data Migration We're planning to replace our current CRM (SalesForce) with MS CRM 1.2 in 3 to 4 months. Any good tools out there for migrating data from SF to MS CRM? Tag: Change print templates Tag: 40749
  - 15
    - Import/Export Is there a way to view a sample or an example of an import/export file of a Quote in CRM? We are going to be implementing CRM for a customer and we are also going to be working with Syteline to synchronize their data back and forth between CRM. I need to provide Syteline with an example of a CRM import/export file. Thanks! Cayla cayla@monrealconsulting.com Tag: Change print templates Tag: 40746
  - 16
    - Creating new attributes When using Schema Manager to create new attributes, I'm not able to create a new attribute with "Lookup" as type, "Lookup" is not availabe as one of the type options. But yet some of the exist fields, for example, in Account table came with "Lookup" as type. Why? Is there a work-around? Please help. Thanks. Tag: Change print templates Tag: 40745
  - 17
    - Deactivated Accounts show up in Search. Why? We have accounts that no longer do business with us that we've Deactivated. However, when we do a search / advanced find those accounts still come up. How can we screen those out of the results? Thanks! Jim Tag: Change print templates Tag: 40744
  - 18
    - UK Date Format I cant believe this has not been asked before, but dont seem to be able to find it, however.... Is there a way of changing the date format to Uk style and the currency to Â£ sign?? Tag: Change print templates Tag: 40740
  - 19
    - 1 email fill my queue!!!! Hi, I'm testing a deployment of the CRM 1.2. I test the exchange filter to get email sent to support@company.com. This works fine... but... every 30minutes the same email is added to the queue again!!!! I have done 2 tests, and these 2 emails are copied every 30minutes... what's wrong??? thanks Jerome Tag: Change print templates Tag: 40737
  - 20
    - Removing Carriage Returns from Excel file I am a new CRM user. I have a large excel file converted to cvs but because a lot of my contacts were scanned from business cards there are a lot of carriage returns (symbols). Is there a way to automatically remove all of the carriage return symbols from a large excel database? -- Linda Tag: Change print templates Tag: 40736
  - 21
    - Trouble getting Workflow Rule to fire I am using the CRM Workflow manager to trigger specific events to update the system. The issue that I am having is determining what Event (Create, Manual, Assign, Change Status) I need to assign to the rule? The scenario is as follows: When a field at the Contact level is set to â??TRUEâ?? I need a rule to run to update a field at the Account level. The issue I am encountering is that the Rule never gets fired. Here is the code, I have tried using a Wait condition and an If/Else statement: When Contact Status is Changed If Contact.QuickMoveActive = 1 Then Update: Account.QMAvailLicense -= 1 End IF OR When Contact Status is Changed Wait Contact.QuickMoveActive = 1 End Wait Update: Account.QMAvailLicense -= 1 In this case â??Contact.QuickMoveActive = 1 â?? tells the system that this user is now an active user of a specific product. When this event occurs then I need the RULE to fire and subtract 1 from the total number of licenses still available for this Account which is represented by â??Update: Account.QMAvailLicense -= 1â?? . Any ideas on what I can do to accomplish this? Any assistance would be greatly appreciated, thanks Tag: Change print templates Tag: 40729
  - 22
    - Cases and Workflow We are using cases as problem reports... what is the best way to set up workflow so that when the case is created it is routed to a specific queue and the queue owner and account owner are emailed? and when the case is assigned to another queue that queue owner is emailed? Tag: Change print templates Tag: 40728
  - 23
    - customize view and form for KB articles Hi all, I have found URLs on this newsgroup for (unsupported) customization of several CRM views and forms that don't offer this by default. However, the URL's for customization of the view and form for KB articles were not included. Can someone supply those? Thank you for replying. Basman Tag: Change print templates Tag: 40726
  - 24
    - How to? Format the CRM Server, than restore the SQL database. I have backup all the sql database, and then format the server, re-installing the Windows Server 2003, and re-installing the CRM server. Now I'm going to restore the CRM database, it should be done by restore the SQL database. Anyone has ideas to restore the data? Cheers, Jim Tag: Change print templates Tag: 40722
  - 25
    - CRM Integration for great plains When I'm trying to instal MSCRM Integration with Great Plains v. 1.2 results in this error: "Setup could not locate the specified SQL Server. Verify that the specified server is valid SQL Server running with supported software. Only MS Great Plains or later is supported." How can i solve this problem... Tag: Change print templates Tag: 40721

Does anyone know how to change the print templates in crm 1.2

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