Configure CRM with Exchange

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- Previous
  - 1
    - Sync is deleting outlook appointments!!! We are having a problem with one user in our organization who is having her appointments deleted in her outlook calendar once the CRM sync runs. Basically, she schedules an appointment and invites another Exchange user. Once the sync runs (or I manually initiate it), the appointment is deleted from her outlook calendar and nothing inserts into herservice calendar. The invitee receives the invitation.... Help! Jerry PS> It only deletes the appt when someone is invited.... Tag: Configure CRM with Exchange Tag: 69189
  - 2
    - Logical AND in conditions for workflow rule Hi, I have Microsoft CRM 3.0 and Workflow Manager. I created a workflow rule for Case enity and Change Status Event. Anyway, I have If { condition1 condition2 } then { Send e-mail template } In the If condition I have two conditions which I want checked. When I activate this rule, I notice that an e-mail is sent no matter which condition is true. In other words, the two conditions are Logical OR. I don't want this. I need for both Conditions to be true, In other words, I want Logical AND. How do I do this? Tag: Configure CRM with Exchange Tag: 69184
  - 3
    - In the account folder the lookup bar is not powerfull enough Need to look up phone numbers and zips, names etc. not just company names. ---------------- 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=c3231918-5c8a-4f62-a9b1-8f62a365e609&dg=microsoft.public.crm Tag: Configure CRM with Exchange Tag: 69183
  - 4
    - CRM Custom Integrations All, we have an enterprise survey product (all .Net based) that we are looking to integrate with Microsoft CRM 3. At first, I thought it would be cool to add a new activity type called "survey", so you could use the quick campaign to send surveys to a group. But, as you can't add new activity types, I'm trying to figure out plan b. Is it possible to add custom buttons to views? (such as the contact view). I would love to create a button at the top that allows you to send a survey to a group (chosen like the quick campain record set). Any ideas? In a perfect world, a button would act just like the quick campaign button. When you click on Send Survey, it would open a drop down asking to 1) selected records on page 2) all records on page 3) all records on all pages. Can anyone point me in the right direction? Thanks. Scott Tag: Configure CRM with Exchange Tag: 69182
  - 5
    - Outlook 2003 CRM Toolbar - "New Contacts" When we click "New Record" on the CRM Toolbar and choose "New Contact" it takes us to our Contact form in our old Public Contact datasbase in Exchange. How can I globally change this for all our users so in brings up the CRM Contact form. Thanks. Tag: Configure CRM with Exchange Tag: 69180
  - 6
    - Set of questions !!!! Hi, i have set of questions for the group a- can we remove Subject , COntracts and Contract Line fields from the Case form b- i get an error while trying to Exporting to Excel as dynamics pivot table. When i try to drag and drop the fields, i get a series of errors that say that there is no "underlying data", "no trusted connection to SQL server" etc. c- can we have one privileged user go and change/set the "work hours" for a set of users? d-can we track failed emails in CRM (when i send mails from CRM - either from IE or from Workflow ) . For e.g. if the contacts emailID is not valid, can i have a log of those emails Tag: Configure CRM with Exchange Tag: 69176
  - 7
    - Web Access We have been working on enabling Web Access to the CRM, does anyone have any guides or suggestion to make an existing install a 128bit secured one? Tag: Configure CRM with Exchange Tag: 69173
  - 8
    - Workflow Rule and Formatting a Description Field I've created a workflow rule to pre-populate the Description field when a new opportunity is created. It works great but I need to format the contents of this description field by adding several carriage returns in order to make the text more readable. How can I add carriage returns in the "Update Entity" portion of the workflow (select value, static value, value definition). I tried entering <BR> and \n but they just appear as <BR> and \n during the opportunity creation. I also tried formatting the description field properly for an opportunity then going to the SQL opportunity table and copying and pasting the formatted text into the workflow rule area but it only takes the string before the first carriage return. Or maybe there's a better way to pre-populate the opportunity description field when a new opportunity is created. Has anyone done this? Tag: Configure CRM with Exchange Tag: 69170
  - 9
    - Populate picklist from database Is it possible in CRM 3.0 to populate a picklist from a database? We have the need for offices to be able to create their own custom values for picklists. When creating a new contact the picklists would appear with the custom values for that office. I have done some searching on-line and in a training book we have, but so far I haven't seen anyone run into this issue. Any help would be great appreciated. thanks! Tag: Configure CRM with Exchange Tag: 69168
  - 10
    - Create Invoice button missing from quote form I am hoping someone can assist me with this. The "Create Invoice" button and some menu items have been removed from the Order form. Can someone please let me know where I need to add these back in to? Thanks Tag: Configure CRM with Exchange Tag: 69165
  - 11
    - Tracking forwarded emails How do I track forwarded emails in CRM? That is, the sender is not the account or contact I wish to track in. clantz Tag: Configure CRM with Exchange Tag: 69163
  - 12
    - Mapping Attributes from Custom Entities I have created a Custom Entity - Installation in which i have a Productid attribute [which is related from Product Entity]. I have added Installation entity to case entity. Now i want that once i select installation in case the productid should automatically flow from installation entity to case entry. How can this be done? I have tried it creating custom mapping, but the product is not populating. Please help me. Tag: Configure CRM with Exchange Tag: 69162
  - 13
    - Import failed 3.0 Hello, I try to import some contacts. During the importwizzard everything seems to be fine. If I look in the view of bulkimport- no reccord was importet. Reason: Data in row did not match the import type. I try .txt an .csv for importing without success. Wath is your opinion? Tag: Configure CRM with Exchange Tag: 69156
  - 14
    - HTTP Error-401.3 Hi, I've ms crm installed on windows server-2003. it was up and running. but after installing Visual studio(.NET) and MS-frontpage, when user tries to login using his credentials, he is not able to login. After three unsuccessful attempts it gives a foll. error. You do not have permission to view this directory or page due to the access control list (ACL) that is configured for this resource on the Web server HTTP Error 401.3 - Unauthorized: Access is denied due to an ACL set on the requested resource. Internet Information Services (IIS) Though administrator is able to login in to ms crm. Any help would be appreciated. Thanks in advance.. Tapan Desai. Tag: Configure CRM with Exchange Tag: 69155
  - 15
    - Can you only run the workflow manager from the server? Is it possible to install the workflow manager on a client machine? I have a user who is a system administrator in CRM and needs the workflow manager. However, I would like to try to get around giving him access to the server itself. Thank you, Carrie Tag: Configure CRM with Exchange Tag: 69154
  - 16
    - Can Someone help me with some JScript Hey, I was wondering if someone could help figure out how to log realtime phone call durations... This is for telemarketers... (though it could be applied for many activity situations... The business scenario: Using the MS CRM RSS feed add-on, the telemarketer is reminded of their call time (pretty nifty) if they are free, they open the Phone call record and once they connect, they'd click a bit field (checkbox) called "Start Timer". (If I get really fancy, I'd like the textbox label to change to "Stop Timer", which I think has been documented in this forum). This would start either one of two things: Triggered workflow that would update a hidden datetime (new_CallStart) field to now (date and time) upon execution of the workflow. It would wait for the checkbox to be un-checked. This would then update another hidden datetime field (new_CallStop) upon the execution of that workflow step. Now, all I need is for the onChange event of the Checkbox to give the DateDif of these two fields in hours and minutes. Once this value is greater than 00:00, this value would update the Duration Field. If I can get this to work (datedif-esq function) I can apply this to many activity scenarios... Some clients are real sticklers about how much time is spent on what activity... My goal is to keep this workflow on hand for future implmentations. Any help is greatly appreciated! --Dodd Tag: Configure CRM with Exchange Tag: 69153
  - 17
    - Is there a way to close Activities via workflow This is always an issue, and I have tried many times to work this out in a non-programmatic, non-unsupported way. But here's what I'm thinking: Make a Create rule for each activity type that evaluates the "Due Date" field. Once it goes past the due day (say a day), close the activity... The problem is that there is no way to evaluate a NOW() type date with the due date. So now I'm thinking, can you create a date field in each activity form that will be updated (via the wait timer in workflow) everyday. Now there's a date with which we can compare with the due date field. So now when the "Now" date field is greater than (ie one day past), the activity status will move to closed. Has anyone tried this?? Will it work?? (I've been pondering this all night and I'm off today, so I curious to see if this is viable) --Dodd Tag: Configure CRM with Exchange Tag: 69150
  - 18
    - Change Default value for Date and Time Value Is it possible to st a default value for date and time field? For example: Task Due Time is always set to be 12.00am, we would like to change it to 800am or 9.00am, etc. I've looked at the attribute itself and system settings from organization, but i couldn't locate anything there? Is this possible in CRM thanks, Tag: Configure CRM with Exchange Tag: 69148
  - 19
    - CRM Online Clinet Performance Hi - I'm getting some very strange (and annoying) behavior with outlook. Periodically (every 15mins or so), Outlook will slow to a crawl. Typing an e-mail becomes very erratic and difficult. This lasts anywhere from 30sec to a couple of mins. Looking at CPU usage, I notice that Outlook CPU cycles spike up to over 50% during this period of time . Guessing that it might be related to the CRM sync (since that is scheduled to occur every 15mins), I checked out the sync progress dialog . What was weird was that even though the dialog reported that all sync tasks were complete, the animated progress bar was still moviing. Also, it seems very strange that the CRM sync process would consume over half of my CPU cycles for 2-3 mins when nothing needed syncing! And you can see a lot of I/O is occuring during this period. This behavior only started after I recently re-installed CRM. My local profile recently got corrupted and I had to recreate it. As an end result, it turned out that I had to re-install CRM. I never experienced this behavior before then. Any thoughts? -- Help Tag: Configure CRM with Exchange Tag: 69144
  - 20
    - Prevent quote before opportunity Hi Is anyone aware of how you can prevent a user from creating a quote before creating an opportunity? We would like our sales team to always enter the Opportunity first and move in a logical progression through the stages. We would like to prevent them from creating an order before a quote and so. We would really appreciate any assistance. Thanks Mark Tag: Configure CRM with Exchange Tag: 69143
  - 21
    - Synchronization errors - Customization Does all the clients need to be online while customizatins are done, For example, if I remove field from CRM database, and users have transferred it to offline mode. When users come back onlin there is a synchronization errors. Errors are Finnish so I dont know what they are in english, but thing is that synchronization freezes and doesnÂ´t go through.... Yours, Mikko Tag: Configure CRM with Exchange Tag: 69141
  - 22
    - Scheduling for others Using CRM 4.0 and the Outlook client. Want to schedule activities for my boss and have it tracked in CRM and assign a "Regarding". I can of course perform both functions when scheduling for myself. But those two options are not available when scheduling for another person. Is there something I'm missing? Thanks! Tag: Configure CRM with Exchange Tag: 69138
  - 23
    - Resource Form Assistant Hello, I am using CRM3.0 I have multiple sites in CRM, like "Site1", "Site2". For each sites, I have room and machine. Site1: Room1, Room2 Site2: Room1, Room2 I create a resource groups as "Room". Add 4 "Room"s to this group. I create a service, define rule to select 1 "Room" from "Room" Group. The problem comes when I create service activity! In service activity, after I select the site, on "Resource", system didn't Filter the resource (using site) for users. As a result, it becomes Room -> Room1 -> Room1 -> Room2 -> Room2 User will not know which Room is the sites. Is there anyway to do the filter on lookup or Form Assistant for resource? Best regards, Ken Tag: Configure CRM with Exchange Tag: 69137
  - 24
    - Combining fields and making them read only hi I have an entity called store which has two fields store name picklist which is a picklist of store names and store name which is the custom crm entity field when a new entity is created the store is linked to a sales rep i have the following code to automatically enter the value from the storename picklist into store. However the issue is that i cant make the store name field read only despite the code being in the onchange event for the storename and the storename picklist. ANy suggestions please. thanks hepas in advance. var CRM_FORM_TYPE_CREATE = 1; var CRM_FORM_TYPE_UPDATE = 2; switch (crmForm.FormType) { case CRM_FORM_TYPE_CREATE: crmForm.all.new_storename.DataValue = crmForm.all.new_storenamepicklist.SelectedText crmForm.all.new_storename.Disabled = true break; case CRM_FORM_TYPE_UPDATE: crmForm.all.new_storename.DataValue = crmForm.all.new_storenamepicklist.SelectedText crmForm.all.new_storename.Disabled = true break ; } Tag: Configure CRM with Exchange Tag: 69136
  - 25
    - restore accounts A user accidently deleted some accounts. What's the easiest way to get them back? I have the backup of all the databases. Please indicate. Thanks. Tag: Configure CRM with Exchange Tag: 69135
- Next
  - 1
    - Invalid XML error when I open customization setting I have a problem when I try to open customization setting after I import an entity. The system errored "Invalid XML" "The XML passed to the platform is not well-formed XML". Please recommend how to resolve this problem. Thanks. Tag: Configure CRM with Exchange Tag: 69129
  - 2
    - IIS Worker Process Hi all, Lately I have been logging onto client's servers to do bits and pieces with CRM. On non CRM servers I haven't seen this but servers with CRM have 2 issues, One is the IIS Worker Process is having an issue and also the Microsoft Error reporting has a list of errors. This seems to be fairly generic accross the CRM installations we have, although it is intermittent most of the time. Has anyone seen or even fixed this?!?! Anything appreciated. Thanks. Regards, Nathan Tag: Configure CRM with Exchange Tag: 69117
  - 3
    - Sending emails from a custom entity We have created a number of custom entities with an email attribute but the 'send email' option does not know the attribute. The 'To' field does not populate. Using the selection also fails with a cannot create token error. Is there a specific attribute name that the send email is looking for? Can we in fact send emails from custom entities? Tag: Configure CRM with Exchange Tag: 69114
  - 4
    - MSCRMDeletionService message on Event Viewer (Application) Hi, I am getting lots of messages on my event viewew related to MSCRMDeletionService. What is this service for? No users are getting the system!! thansk, hugo. Tag: Configure CRM with Exchange Tag: 69112
  - 5
    - renaming CRM group in CRM OU in AD Hi there, Just wanting to check renaming of groups in CRM OU created by CRM instalation will be a problem? IT manager at a site wants to keep it to inhouse naming convention and wnated to know renaming them will cause problem. Rgds, Kyaw Tag: Configure CRM with Exchange Tag: 69106
  - 6
    - Email Templates I have gone in and customized the Service Activity Form to serve as a Customer service ticket at the same time...I would like to email that form directly to the customer, does anyone know how I can make that new Form my template? Tag: Configure CRM with Exchange Tag: 69101
  - 7
    - CRM SBE ON SBS R2 without Exchange I hear that the new version of SBS will allow us to use a seperate server for Exchange (Alreday own another copy od Ex). But will the SBS version of CRM let me install when exchange is on a different server??? I know pro will, but we don't own pro! LDB Tag: Configure CRM with Exchange Tag: 69100
  - 8
    - How to Add CRM Fields to Word Templates?? I would guess this is simple, but how do I add CRM fields (Contact namd and address) to a Word doc and save as a template for later... thx! LDB Tag: Configure CRM with Exchange Tag: 69097
  - 9
    - Installation Error - CRM3.0 in 2003 SBS *R2*, with Workaround Doc Proceeding with CRM30_SBS2003R2 instruction, following the above document to the letter, installing with Administrator (Domain Admin credential), the following error showed up about 2/3 of the way: Installing SQL Server Reporting Services Microsoft CRM3.0 Server Setup Publishing CRM reports failed. System.Web.Services.Protocols.SoapException: The Operation you are attempting requires a secure connection (HTTPS). ---> Microsoft.ReportingServices.Diagnostics.Utilities.SecureConnectionRequiredException: The operation you are attempting re quires a secure connection (HTTPS). at Microsoft.ReportingServices.Library.RSService.EnsureHttpsLevel(HttpsLevel level) at Microsoft.ReportingServices.Webserver.ReportingService.CreateDataSource(String DataSource, String Parent, Boolean Overwrite, DataSourceDefinition Definition, Property[] Properties) --- End of inner exception stack trace --- at Microsoft.ReportingServices.Webserver.ReportingService.CreateDataSource(String DataSource, String Parent, Boolean Overwrite, DataSourceDefinition Definition, Property[] Properties) Abort - Retry - Ignore ++++++++++++++++ I "ignore" it so that it proceeds to continued. Eventually, it finished but said that it had error: "Publishing CRM reports failed" Any ideas? This happened before I had a chance to apply the hot fixes relating to KB923387, as suggested at the end of the installation doc. Thanks. Tony Tag: Configure CRM with Exchange Tag: 69090
  - 10
    - Add a new "Area" Is it possible to add a new "Area" toolbar/menu item to the lower left corner in CRM 3.0? I would like to add a "Recruiting" area section to the existing Workplace, Sales, Marketing, Service, and Settings areas. I tried modifying the sitemap and adding the section, but it threw a sitemap error. Any suggestions? Tag: Configure CRM with Exchange Tag: 69089
  - 11
    - Sending Bulk HTML email Hi, How do you select contact/accounts using Advanced Find and then perform a bulk email to those selected? The email needs to be in HTML format. Are there any addons that will acheive this? Thanks Mike Tag: Configure CRM with Exchange Tag: 69088
  - 12
    - Group Calendar from MSCRM Addons does anyone have any experience with this add on product from MSCRM Addons? Thanks, Lloyd Tag: Configure CRM with Exchange Tag: 69085
  - 13
    - Week numbering We have a big problem with swedish week numbers in the calendar. These do not correspond to american week numbering. This is critical!!! Since the business we're in rely heavily on week planning this really is a major issue for us. Has anyone stumbled onto this issue and is there a reolution for it??? Would be very grateful for any input to this. We've checked settings on the server as well as clients... Tag: Configure CRM with Exchange Tag: 69079
  - 14
    - Missing CRM toolbar in Outlook 2003 Hi, I have installed outlook 2003 client with CRM 3.0. I was able to see the menu, menu items for CRM and go offline buttons in outlook 2003 and used it couple of times. But after sometime it got vanished from the Outlook toolbar. I am not able to spot even one menu of CRM. After going through internet, I tried adding the crmaddin.dll plugin, but it displayed a Runtime error( which i am not sure, it is the right way to add it). Please let me know if anybody has come across this kind of problem and has solution for this. Tag: Configure CRM with Exchange Tag: 69076
  - 15
    - Emails - "To" and "From" are both the same when I assign a Complai I am new to CRM 3.0. I have set up a workflow rule that send out an email to the User that I am assigning the Complaint to. However, everything works fine except the "To" field and the "From" field both show the name of the Assignee. Its probably to do with the fact that the ownerid field gets changed when I assign to the new User. Any way to prevent this? Tag: Configure CRM with Exchange Tag: 69072
  - 16
    - Outlook personal Contacts: mass update to CRM? Hi all, I'm trying to figure out a way how users can easily move (or share actually) their personal Contacts already in Outlook, to CRM. I'm aware it's not too difficult to do it manually by first activating a Contact and then hittin Track in CRM. Still it would be extremely helpful it this could be done as a mass operation. Especially when the number of personal Contacts (which now would need to be shared in CRM) is huge. Any ways to approach this? Thanks in advance! -Eric- Tag: Configure CRM with Exchange Tag: 69066
  - 17
    - Security based on Account Type Can we define security/access based on field(s), say Account Type of Account, when Account Type is anything but "TypeA", all users of the system have full access, however when Account Type is "TypeA", only certain group(s) of people can see the accounts, how should I implement it? thanks Tag: Configure CRM with Exchange Tag: 69063
  - 18
    - Mails to Queues Not getting added in the Queue Hi, Emails sent to Queue Email ID is not getting added to the queue. What could be the reason? Thanks in advance Regards, Roni Tag: Configure CRM with Exchange Tag: 69060
  - 19
    - No records in ContactExntensionBase table We imported over 40,000 contacts into ContactBase table in CRM 3 but not a single a record was created in ContactExtensionBase table. Why?? If we manually created a contact then records are found in both tables. Any idea? Please help. Thanks. Tag: Configure CRM with Exchange Tag: 69059
  - 20
    - CRM as a prospecting tool Hi, I'm in sales & my company wants me to use MS CRM, as apposed to Act or Gold Mine, as a prospecting tool. Any suggestions on how I can learn to do this? or any resources on training with the software would be appreciated. Tag: Configure CRM with Exchange Tag: 69054
  - 21
    - Dynamic picklist issues I have created a dynamic picklist (similar situation to the one described here: http://blogs.msdn.com/midatlanticcrm/archive/2005/12/04/499868.aspx). It works, but if the user changes the option in the parent picklist, I want to be able to regenerate and then refilter the child picklist. I.E. If the parent picklist has options A, B and C, and the child picklist has options 1 - 30. If I select A, I want to display options 1 - 10 in the child picklist etc. This worked for the first time I change the parent picklist after loading the form, but after that, my code reads only the items displayed in the filtered child picklist, instead of all the values in the actual attribute. Is there a way to do this? I hope I'm making sense, it's kind of hard to explain. I have pasted my code below to try to make it more clear. ----------------------------------------------------- var i; var iStartIndex = -1; var iEndIndex = -1; var oChild = crmForm.all.child_picklist; switch(crmForm.all.parent_picklist.DataValue) { case "1": iStartIndex = 1; iEndIndex = 10; break; case "2": iStartIndex = 11; iEndIndex = 20; break; case "3": iStartIndex = 21; iEndIndex = 30; break; } if (iStartIndex > -1 && iEndIndex > -1) { // Create a new array, which will hold the new picklist options var oTempArray = new Array(); // Initialize the index for the temp array var iIndex = 0; // Now loop through the original child picklist options, pull out the // requested options and copy them into the temporary array. for (var i = iStartIndex; i <= iEndIndex; i++) { oTempArray[iIndex] = oChild.Options[i]; iIndex++; } // Reset the child picklist with the new options oChild.Options = oTempArray; } else { // The user has selected an unsupported Parent or no Parent oChild.DataValue = null; } Tag: Configure CRM with Exchange Tag: 69053
  - 22
    - SQL - getting picklist values hi In the lead entity, i have a field called relationship type. When i say select name,relationship type from lead i get sample as below Kevin 1 Lee 2 However i know that 1 = customer, 2= vendor. I want the query to display kevin customer Lee Vendor Can i construct my query in a way that it displays the selected text for a picklist and not the data value. Please advice. Thanks heaps Ridhima Tag: Configure CRM with Exchange Tag: 69050
  - 23
    - Unspecified errors after upgrading to 3.0 Upgraded from 1.2 to 3 on 2003 SP1 SQL 2005 when I try to create an Invoice off an order I get Server Error in App Unspecified Error ComException 0x80004005 Same set up for Unable to save opportunity ComException 0x80040217 Any Help would be appreciated. Tag: Configure CRM with Exchange Tag: 69049
  - 24
    - Accessing Notes field for reporting hi CRM has a notes field in pretty much all of its system entities and custom entities. I am wanting to know how using SQL i can grab the information in notes field. For example, if i run a simple query select * from lead there is no field called notes . Can someone please advice me on this. Kind Regards Ridhima Tag: Configure CRM with Exchange Tag: 69048
  - 25
    - the user authentication passed to the platform is not valid Anyone receive this error message in the CRM Outlook Client? "The user authentication passed to the platform is not valid." Thanks, Scott Tag: Configure CRM with Exchange Tag: 69043

Hi, i need help please.

I installed upgrade CRM 1.2 to CRM 3, all fine, perfect.
But when i installed, not configured "Incoming Exchange Server" and SMTP
either.
i leave in blank.

Now, i need the email function in CRM.
I need enabled this. my question is..
Where or how configure this? step by step.
I need install Exchange e-mail router?

Thank, I'll apreciate any help.

Top

RE: Configure CRM with Exchange by MattNC

MattNC
Fri Sep 22 18:55:01 CDT 2006

Check out this KB article:
http://support.microsoft.com/kb/906471

--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com

"Miguel" wrote:

> Hi, i need help please.
>
> I installed upgrade CRM 1.2 to CRM 3, all fine, perfect.
> But when i installed, not configured "Incoming Exchange Server" and SMTP
> either.
> i leave in blank.
>
> Now, i need the email function in CRM.
> I need enabled this. my question is..
> Where or how configure this? step by step.
> I need install Exchange e-mail router?
>
> Thank, I'll apreciate any help.
>
>

Top