Contact management Software

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- Previous
  - 1
    - FRX Reporter There must be some setting that is wrong in the FRx as it will let me update rows and columns for the reports, but it cannot load the existing reports or allow me to make a new report. The product is registered correctly however FRX will not provide tech support because we're using it with Micosoft Great Plains. We installed the software only a week ago. Tag: Contact management Software Tag: 4098
  - 2
    - Pick list values in custom views I've tried adding a picklist field to a custom view and after publishing & iisreset, the custom view is shown, but no values are displayed in the view for the picklist field. Are pick list fields able to be used in views? Is this documented anywhere? Cheers Kit Tag: Contact management Software Tag: 4097
  - 3
    - text spacing When we enter text with spacing into CRM (templates), for some reason double spaced text bodies lose the spacing. Tag: Contact management Software Tag: 4089
  - 4
    - Crystal Reports Viewer Error Hi, Can someone please provide assistance in remedying this=20 error? Object reference not set to an instance of an object.=20 Description: An unhandled exception occurred during the=20 execution of the current web request. Please review the=20 stack trace for more information about the error and=20 where it originated in the code.=20 Exception Details: System.NullReferenceException: Object=20 reference not set to an instance of an object. Source Error:=20 An unhandled exception was generated during the execution=20 of the current web request. Information regarding the=20 origin and location of the exception can be identified=20 using the exception stack trace below. =20 Stack Trace:=20 [NullReferenceException: Object reference not set to an=20 instance of an object.] CrystalDecisions.Web.=01.get_=037() +189 CrystalDecisions.Web.CrystalReportViewer.OnInit (EventArgs e) +352 System.Web.UI.Control.InitRecursive(Control=20 namingContainer) +235 System.Web.UI.Control.InitRecursive(Control=20 namingContainer) +179 System.Web.UI.Control.InitRecursive(Control=20 namingContainer) +179 System.Web.UI.Page.ProcessRequestMain() +171 =20 Tag: Contact management Software Tag: 4087
  - 5
    - Catching Pre-Account Creation? Say I want to catch the event of some user creating an Account, and then evaluate that account to see if certain fields already exist in the DB before letting the "insert" continue. Is this possible via the CRM SDK? Ben Tag: Contact management Software Tag: 4086
  - 6
    - images in product catalog or knowledge base anyone attempted to store images in Microsoft CRM? Client inquiring on capability of CRM to allow images for products. Tag: Contact management Software Tag: 4085
  - 7
    - Freeze-ups I am running Windows XP Pro. My operating system is freezing up at random moments. I have not recently loaded any new software. I have not made any changes to my computer recently. Please let me know if there are any steps that I can take to remedy this problem. Thanks Tag: Contact management Software Tag: 4084
  - 8
    - Removing Down Arrows I received a chart from another office and in trying to use it for our office have found a large down arrow inserted into several areas. I can't get them removed nor can I duplicate putting them in the chart in other locations. Can anyone direct me? The person who originally made the chart has left the company and moved from the area and no one else knows how she did it. Your help would be greatly appreciated. Tag: Contact management Software Tag: 4082
  - 9
    - CRM to GP Integration--Account # to Account ID Hello: Has anybody else run across a problem integrating account records in CRM--specifically the account numbers? We would like to be able to assign an account number from CRM once they become a customer and place the first order. We have setup the integration to create GP customers on order creation, but GP overrides whatever is entered in the CRM account # field and writes the account name into the GP Customer ID field. One option we thought of was to create the records first in GP, but this would be time consuming and there would be no way to link the newly created customer record to all of the old activity history in CRM that was recorded when they were just a prospect. Any input or ideas would be appreciated. Thanks. Tag: Contact management Software Tag: 4075
  - 10
    - business software I just upgraded to windows xp professional and would like to know if anyone has any suggestions on a great accounting program for a small business. Thanks Tag: Contact management Software Tag: 4071
  - 11
    - new lookup field Hi! Everybody have any idea about adding in CRM's entities lookup fields? Thanks for your help! Max Tag: Contact management Software Tag: 4067
  - 12
    - purchase VFoxPro 6.0 How to upgrade? Have registered copy of Visual FoxPro 5.0. Want to upgrade to VFP 6.0. How do I do that? Tag: Contact management Software Tag: 4065
  - 13
    - Can't add contract lines to a contract. Error. When I try to add a new contract line to any contract I recieve the folloing message: Title: Microsoft CRM Error An error has occurred. For more information, contact your system administrator. There is a message in the Application Log: Source: Microsoft CRM Type: Error EventID: 2 .... MSCRM Platform Error Report: ---------------------------------- Error: Type mismatch. Error Message: Type mismatch. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) Any ideas? Great thanks in advance! Tag: Contact management Software Tag: 4064
  - 14
    - My small business I am looking for a download to fit my needs. Maybe you can help. We own a small trucking co. I need to be able to enter fuel costs, maintenance, and repairs. Also pay settlement amounts coming in. What program can I use for these? Without getting a lot of other junk that I wont use. Tag: Contact management Software Tag: 4060
  - 15
    - which software?? Hello... I would like suggestions w/re: to the best software to use for customer call tracking...where I can document contact info.; status of client's info.; call discussion points. It would be greatly appreciated. Tag: Contact management Software Tag: 4053
  - 16
    - Messenger Service Hello: I just go this computer and I keep on getting these unwanted "Messenger Service" communication. How can I stop this from sending these messenges. Thanks Amber Tag: Contact management Software Tag: 4051
  - 17
    - Administrator trouble The computer I'm using has Windows 98,and was shared by me and others a few years ago,now I have it to myself,and have no contact with the last users.They've changed the password I need to log in as Administrator to update or install certain programs.My mom thinks it's hopeless,and that I should try and save up for a windows XP (what I tried to update it to recently from different websites) however,I think there could be a way around it,whether it be changing the password(without needing the old one)or something else,could someone help? Tag: Contact management Software Tag: 4050
  - 18
    - Microsoft Publisher When I save my documents, I click on save or save as. In either case, the system asks me what I want to call it. If I don't rememeber the name of my document, it will save it for me with whatever name I want to call it. Why doesn't the system remember and list on the page the name of the document. My old publisher automatically rememebers what document I am working on and saves accordingly. This is most frustrating. Tag: Contact management Software Tag: 4049
  - 19
    - Window xp & foxplus I installed winxp and now I am facing problems to run my foxbase programmes which I made to run My accounts etc. Please guide me any solution or any other programme which can help me to run my foxbase prg.files. or show me any method by which I can run foxpro base programme. else I have to retreat and reinstall window98 which was wonderful to run my all business programmes. Request for help immediately Gautam Mehta Tag: Contact management Software Tag: 4025
  - 20
    - Editing forms What I wanted to know is how I edit Contacts Form. If you open a contact form then u see all the tabs Info, Sales, Cases, Activities,Notes,Contact ... on the left site how do I add one to the left side and create new forms to go in there? Like create one called "Professional" and create a form for that professional tab ... Tag: Contact management Software Tag: 4024
  - 21
    - Error when starting crm web app When I start the CRM web application I receive an error 0x80040E4D. The eventlog says the following: MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. Error Message: Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionSte p.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Any ideas what might cause this and what to do about it? Thanks, Jeffry van de Vuurst Tag: Contact management Software Tag: 4023
  - 22
    - close opportunity Status reason drop down is "-1" Hi, i have a testinstallation of ms crm here which shows status reason "-1" instead of the normal values listed below. This also happens when trying to close a case in the status reason field. everything else seems to work fine. Any help would be appreciated. Cheers Patrick <status value="1" state="0"> - <labels> <label description="In Progress" languagecode="1033" /> </labels> </status> - <status value="2" state="0"> - <labels> <label description="On Hold" languagecode="1033" /> </labels> </status> - <status value="3" state="1"> - <labels> <label description="Won" languagecode="1033" /> </labels> </status> - <status value="4" state="2"> - <labels> <label description="Canceled" languagecode="1033" /> </labels> </status> - <status value="5" state="2"> - <labels> <label description="Out-Sold" languagecode="1033" /> Tag: Contact management Software Tag: 4021
  - 23
    - Error Message when send mail in CRM. If somebody got this problem and know why, please give me some information! Thanks a log ================================= Event Type: Error Event Source: Microsoft CRM Event Category: None Event ID: 2 Date: 7/18/2003 Time: 4:34:47 PM User: N/A Computer: CRM Description: MSCRM Platform Error Report: -------------------------------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : A SOAP error occurred: '<error><code>80070005</code><description>Access is denied. </description></error>'</details><file>D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h</file><line>47</lin e> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : A SOAP error occurred: '80070005Access is denied. ' Source File: D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h Line Number: 47 Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) ================================= Tag: Contact management Software Tag: 4017
  - 24
    - Power Point slide show How do I copy my pp slide show to a cd rom, I keep getting a this a read only file. thanks Roger Tag: Contact management Software Tag: 4014
  - 25
    - Default value for a field in the create form Hi all, It's possible to define a default value for a field, in the create form ? Thanks, Hugo Tag: Contact management Software Tag: 4011
- Next
  - 1
    - Customizing Pick list values in forms We are having trouble seeing our changes to forms and their pick list values. We have added the custome values in system customizations and saved them but when we go into CRM we don't see the values we added to the drop down. Do we need to "publish" these changes some way. I'm sure it is something simple we are missing I'm just not seeing it. An example would be under leads. We want to add customized lead sources to the field under the details tab. Tag: Contact management Software Tag: 4005
  - 2
    - Excel Does anyone know how to link documents together? I want to be able to jump from one cell in one document to a whole other document. If anyone has any ideas it would be greatly appreciated. Thanks. Tag: Contact management Software Tag: 4004
  - 3
    - Promote E-mail to CRM Activity Anyone have run into the following problem? E-mail with a URL in the body of a message is promoted to a CRM activity and the hyperlink to the URL is lost. Tag: Contact management Software Tag: 4002
  - 4
    - Installing Crystal Designer on Same Server as CRM Hi, Is it okay to install the Crystal Reports Designer on the same machine that contains an instance of CRM? This server also has the Crystal Enterprise piece installed. Tag: Contact management Software Tag: 3999
  - 5
    - Using cell references in Excel hyperlinks Anyone know if this is possible? This would be so useful!! Tag: Contact management Software Tag: 3998
  - 6
    - printers TRYING TO FIND WHAT PRINTERS ARE COMPATABLE WITH GREAT PLAINS DYNAMICS 6.0 USING WINDOWS 2000 Tag: Contact management Software Tag: 3995
  - 7
    - making money IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk -- it really works! If all the following instructions are Adhered to, you will receive extraordinary dividends. PLEASE NOTE; Please follow these directions EXACTLY, and $50,000 or more can be Yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue it's success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists.  Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income, which is made from people like you and me asking to be included in that list. Here are the 4 easy steps to success: Step 1: Get 6 separate pieces of paper and write the following on each Piece of paper: 'PLEASE PUT ME ON YOUR MAILING LIST." Your name and Address, and $1.00 bill. What you are doing is creating a service. THIS S ABSOLUTELY LEGAL! You are requesting a legitimate service and You are paying for it! Like most of us, I was a little skeptical and little Worried about the legal aspects of it all. So I checked it out with U. S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses: #1)A. Laskowska P.O. BOX 714 Green River, WY 82935 #2) A. Warren Russell 540 Logan St. Green River, WY 82935 #3) F. Rodriquez P.O. Box 107 Schertz, Tx 78154 #4) Jason Gillenwater 1201 Falls Creek Landing New Albany,IN 47150 #5)Patrick Lanier 4110 Pebble Ridge Circle Apt. 4 Colorado Springs Co. 80916 #6) Johnny Staffiles P.O. BOX 970 Oneco, FL 34264 STEP 2: Now take the #1 name off the list that you see above, move the  Other names up (6 becomes 5, 5 becomes 4 , etc.) and add YOUR name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to the original as possible. Now, post your amended article to at least 200 Newsgroups. (I think there are close to 2.4 million groups) All you need is 200, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 via the Postal lottery laws. You can find Title 18 Sec. 1302 & 1341 via www.findlaw.com. Keep a copy of these steps for yourself and, whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the  money that so many others have received will come your way. NOTE: You may want to retain every name and address sent you, either on a \computer or hard copy and deep the notes people sent to you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) Remember: Close adherence to the directions are required to maintain Legality for your program. So, as each post is downloaded and the Directions carefully followed, six members will be reimbursed for their Participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 Position you will be receiving thousand of dollars in CASH! What an opportunity for only $6.00 ($1.00 for each of the first six people listed Above) Send it now, add your own name to the list and you're in business! DIRECTIONS FOR HOW TO POST TO NEWSGROUPS Step 1: You do not need to retype this entire letter to do your own Posting. Simply put your cursor at the beginning of this letter and drag Your cursor to the bottom of this document, and select "copy" for the edit Menu. This will copy the entire letter into the computer's memory. Step 2) Open a blank 'notepad" file and place your cursor at the top of the blank page. From the "edit" menu select "paste." This will paste a copy of the letter into notepad so that you can add your name to the list. Step 3) Save your new notepad file as a .txt file. If you want to do your posting in different settings, you'll have this file to go back to. Step 4) Use Netscape or Internet explorer and try searching for various Newsgroups (on-line forums, message boards, chat sites, discussions). Step 5) Visit these message boards and post this article as a new Message by highlighting the text of letter selecting paste from the Edit menu.Fill in the Subject, this will be the header that everyone sees, as they scroll through the list of postings in a particular group, click the Post message button. Your done with your first one! Congratulations...THAT'S IT. All you have to do is jump to different newsgroups and post away, after You get the hang of it, it will take about 30 seconds for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU IN, THE; MORE MONEY YOU WILL MAKE! BUT YOU HAVE TO POST MINIMUM OF 200** That's it! You will begin receiving money form around the world within days! You may eventually want to rent a PO Box due to the large amount of mail, you will receive.If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a very low example). So then I made $5.00 with my name at #6 on the letter. Now, each of 5 persons who just sent me $1.00 make the MINIMUM 200 posts, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 With my name at #3 and only receive 5 replies each, I will make an additional $626.00! OK, now here is the fun part each of those 626 persons post a MINIMUM 200 letters with my name at #2 and they each only receive 5 Replies, that just make me $3125.00! Those 3,125 persons will all Deliver this message to 200 newsgroups with my name at #1 and if still ONLY 5 persons per 200 newsgroups react I will receive $15,625.00! With an original investment of only $6.00! AMAZING! When your name is No longer on the list, you just take the latest posting in the newsgroups, And send out another $6.00 to names on the list, putting your name at POSTION #6 again. The thing to remember is: do you realize that thousand of people all over the world are joining the Internet and reading These article everyday? JUST LIKE YOU are now!! So, can you afford $6.00 and see if it really works?? I think so.. People have said. "what if the plan is played out and no one sends you the money? So What! What are the chances of that happening when there are tons of new honest users and new honest people who are joining the Internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users, every day, with thousand of those joining the actual Internet. Think about it, it's only $6.00 bucks! If it doesn't work, What have you really lost?  A few bucks that you probably would have spent on a lottery ticket that Has even harder odds to win at! Remember, play FAIRLY AND HONESTLY and this will really work . Tag: Contact management Software Tag: 3994
  - 8
    - 2Prob Hi I have two problem, 1. The calendar at the right top corner of the Workplace-Calendar not works, there is a text "NaN" in every field. But other pop-up calendars works well. 2. I was create an appointment with CRM Outlook client , but appointment created in only my account and it didnt sent any request to ather attendees. When I looked to appointment details in the scheduling tab, I see other attendees as domain\user and their free/busy data not shown, if i correct as "username" it shows free/busy data. Osman SHENER Tag: Contact management Software Tag: 3993
  - 9
    - disabled Is anybody know? how I disabled copy and paste in my database. Thanks Tag: Contact management Software Tag: 3991
  - 10
    - Uploading/Downloading Files using System.Net.WebClient I've had enough people ask me about uploading/downloading file attachments using the SDK, so I thought I'd share this code with the group. These are two functions that should've been provided with the SDK, because the static HTML page example is not very flexible. Here is are the function definitions required to upload/download files using the SDK. If you want to use an already completed implementation, look at the document archive feature of ManagePoint (http://www.managepoint.com) -Mark -------------------------------------------------------- using System; namespace CRMMapper { /// <summary> /// Summary description for Document. /// </summary> public class Document { public Document() { } public void UploadFile(int AttachmentType, string AttachmentID, string ErrorURL, string FileName, byte[] FileByteArray, string SuccessUrl, System.Net.NetworkCredential Credentials, string CRMPath) { string body; CRMUser CRMUSER = new CRMUser(CRMPath); string vbCrLf = Convert.ToString((char)13) + Convert.ToString((char)10); string vbCr = Convert.ToString((char)13); string vbLf = Convert.ToString((char)10); string boundary = "aevom43s98jq30m9w492024234ioafwf02439t0j05wa35w5ref"; System.Text.StringBuilder StrB = new System.Text.StringBuilder(); StrB.Append(System.Text.Encoding.Default.GetString(FileByteArray)); body = "--" + boundary + vbCrLf + "Content-Disposition: form-data; name=\"AttachmentType\"" + vbCrLf + vbCrLf + "5" + vbCrLf + "--" + boundary + vbCrLf + "Content-Disposition: form-data; name=\"AttachmentId\"" + vbCrLf + vbCrLf + AttachmentID + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"UserId\"" + vbCr + vbLf + vbCr + vbLf + CRMUSER.UserId + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"MerchantId\"" + vbCr + vbLf + vbCr + vbLf + CRMUSER.MerchantId + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"ErrorURL\"" + vbCr + vbLf + vbCr + vbLf + ErrorURL + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"SuccessURL\"" + vbCr + vbLf + vbCr + vbLf + SuccessUrl + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"userFile\"; filename=\"" + FileName + "\"" + vbCr + vbLf + "Content-transfer-encoding: base64; " + vbCr + vbLf + "Content-Type: application/binary; " + vbCr + vbLf + vbCr + vbLf + StrB.ToString() + vbCr + vbLf + "--" + boundary + "--" + vbCr + vbLf; System.Net.WebClient myWebClient = new System.Net.WebClient(); myWebClient.Credentials = Credentials; string URL = System.Configuration.ConfigurationSettings.AppSettings["MSCRMServerAddress"] + "NoteUpload.srf"; myWebClient.Headers.Add("Content-Type", "multipart/form-data; boundary=" + boundary); myWebClient.Headers.Add("User-Agent", "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; T312461; .NET CLR 1.0.3705)"); myWebClient.Headers.Add("Accept", "image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, application/vnd.ms-excel,application/msword, application/vnd.ms-powerpoint, */*"); myWebClient.Headers.Add("Accept-Language", "en-us"); myWebClient.Headers.Add("Cache-Control", "no-cache"); Byte[] bResponse = myWebClient.UploadData(URL, "POST", System.Text.Encoding.Default.GetBytes(body)); } public Byte[] DownloadFile(string AttachmentID, string AttachmentType, System.Net.NetworkCredential Credentials, string CRMPath, string ErrorURL, string FileName) { CRMUser CRMUSER = new CRMUser(CRMPath); System.Net.WebClient myWebClient = new System.Net.WebClient(); myWebClient.Credentials = Credentials; string querystring = "AttachmentType=" + AttachmentType + "&AttachmentId=" + AttachmentID + "&UserId=" + CRMUSER.UserId + "&MerchantId=" + CRMUSER.MerchantId + "&ErrorURL=" + ErrorURL + "&FileName=" + FileName; myWebClient.Headers.Add("User-Agent", "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; T312461; .NET CLR 1.0.3705)"); myWebClient.Headers.Add("Accept", "image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, application/vnd.ms-excel,application/msword, application/vnd.ms-powerpoint, */*"); myWebClient.Headers.Add("Accept-Language", "en-us"); myWebClient.Headers.Add("Cache-Control", "no-cache"); Byte[] bResponse = myWebClient.DownloadData(System.Configuration.ConfigurationSettings.AppSetti ngs["MSCRMServerAddress"] + "NoteDownload.srf?" + querystring); return bResponse; } } } Tag: Contact management Software Tag: 3987
  - 11
    - Changing System Required fields into Bussiness Recommended Hi all, Is there any possibility to change a System Required field into a Bussiness Recommended one ? I would like to do it with 'customerid' from opportunity entity. Thanks, Hugo Tag: Contact management Software Tag: 3980
  - 12
    - How to format and restore the CRM server Hi. I need to format and restore the CRM server. This is a unique box with ActiveDirectory, SQL, CRM. What is the correct path to walk through ? Tag: Contact management Software Tag: 3970
  - 13
    - Sales For Outlook (ISV Integration) Hello, I have gone through the ISV integration for browser client but actually just putting my hands in the sales for outlook client. So, I need to ask some basic questions... i- My understanding is that there is a built-in Addin provided with the sales for outlook client and we are not allowed to perform any ISV integration in it. Is it right? ii - If the answer to above question is correct, can we just customize it to some extent? If so, how much. iii - To integrate ISV in it, do I need to write my own Addin for outlook, if this is the only solution for now..... I will appreciate any basic steps towards it. Or a link from where I can get some help. Thanks Farhan Zia Tag: Contact management Software Tag: 3964
  - 14
    - CDFMigrationTool No Longer Working for Me? We just completed our testing efforts of MS CRM and as a result, decided to restore the 4 CRM databases (_MSCRM, _METABASE, _CRMCRYSTAL, _MSCRMDISTRIBUTION) back to a 'clean' state. Apparently, the restoration files captured the databases in a state prior to running the migration tool to import our contacts from the CDF database into the CRM database(s). I've tried to run the migration tool several times now after the databases were restored, but it appears that nothing is being migrated. The time it takes for the tool to finish running now is extremely shorter than what it took for the intial (and successful) migration. Any thoughts? Tag: Contact management Software Tag: 3958
  - 15
    - Dictionaries I have just installed MS office with windows XP. I set the language to English (Australian) as shown in the control panel. However when I write a document in any application the dictionary used is English (US). How do I set it to Australian? Also, when I try to add an item to the dictionary, the command is "greyed" out. How do I fix this. Thanks PC Tag: Contact management Software Tag: 3957
  - 16
    - Help with ActionParameters I'm not sure how many people out there are using the SDK with CRM, but this is a question for those who are. I'm trying to learn about Workflows; more specifically about programming them through the SDK. What I'm trying to do is create a workflow which, upon the creation of an account, updates the email address to some other value. This is purely academic and I'm only doing this so I can get a better understanding of workflows and the SDK, etc. I've ran into a snag, however, in trying to add a parameter to my Action. Currently I've created the Process (process.Create()), created the Step (process.CreateStep()), created the Action (process.CreateAction()), and now I'm trying to add Parameters. One of the XML elements for a parameter has a value that is also an XML string (the XML for the new value of the EmailAddress1 field for the Account that's being updated). See the C# below .... ============================================================================ ===== System.Text.StringBuilder query= new System.Text.StringBuilder(79); query.Append("<account>"); query.Append("<emailaddress1>MyFrickinEmailAddress@me.com</emailaddress1>"); query.Append("</account>"); try { System.Text.StringBuilder parameter3XML= new System.Text.StringBuilder(105); parameter3XML.Append("<wfparameter>"); parameter3XML.Append(" <name>EntityXML</name>"); parameter3XML.Append(" <actionid>"+actionID+"</actionid>"); parameter3XML.Append(" <parametertypecode>"+Microsoft.CRM.Flags.WORKFLOW_PARAMETER_TYPE.WFPM_VALUE. ToString()+"</parametertypecode>"); parameter3XML.Append(" <datatype>"+Microsoft.CRM.Flags.WORKFLOW_DATA_TYPE.WFDT_XML.ToString()+"</da tatype>"); parameter3XML.Append(" <value>"+query.ToString()+"</value>"); parameter3XML.Append(" <orderofevaluation>3</orderofevaluation>"); parameter3XML.Append("</wfparameter>"); process.CreateActionParameter(userAuth,parameter3XML.ToString()); } catch(System.Web.Services.Protocols.SoapException err) { Console.WriteLine("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); return; } ============================================================================ ===== When I send the parameter to the CRM server (process.CreateActionParameter()), I get the following exception back - ============================================================================ ===== ErrorMessage: SOAP Server Application Faulted <detail><error><code>80041a04</cod e><description>A parse error was encountered in the XML</description><details>A tag was encountered where data was expected at line 1, column 1 80</details><file>d:\mscrm\build\3017\src\platform\include\omcore\CrmPropert yBag Util.inl</file><line>490</line></error></detail> Source: System.Web.Services ============================================================================ ===== I've narrowed it down to the fact that I'm sending an xml string along as the parameter to my value element, but I don't know how else to do it than the way I currently am. I don't understand why CRM is choking on this! ANY feedback would be greatly appreciated! Ben Tag: Contact management Software Tag: 3954
  - 17
    - Email KB article Is it possible to email a KB article to a customer in CRM? I'd like our techs to be able to send them. Or can you give customers access to KB articles? John Tag: Contact management Software Tag: 3949
  - 18
    - Exchange Server Since I can't use Exchange 2003 with CRM yet, I thought I'd create a new server on my network running Exchange 2000 and use it strictly for CRM. However, I can't seem to find where, in CRM, I change the name of the Exchange server it is supposed to use. Does anyone know how to change it? Thanks Bert Tag: Contact management Software Tag: 3936
  - 19
    - Auditing Software??!? My network admin is searching for software to evaluate installed programs on a pc. Ideally, we'd like to run the program, and have it report the installed programs on the pc's throughout the network. I am completely lost as where to find anything like this, are there any recommendations? Tag: Contact management Software Tag: 3927
  - 20
    - How to add new Lookup Fields ? Hi I need to add new lookup field to some entities (or add some workaround that satisfy the same needings). For instance I need to add (somethink like) a lookup field to the Quote to refer to another Account (<Potential Supplier>) different from the standard field <Potential Customer>. I have the same needings for Orders, Invoices, Opportunities. How can I solve this ? Thanks Sebastiano Tag: Contact management Software Tag: 3925
  - 21
    - Put new fields visible Hi all, I've created new fields in the oportunity entity but they don't appear when i create a new one after that. It's necessary to put them visible ou doing something else ? Thanks, Hugo Fonseca Tag: Contact management Software Tag: 3924
  - 22
    - Email notifications Is there a way to have a person, specificly the email contact on the account, emailed when ever a change is made in the status of a case? Also, is there a way to create a custom case status? Thanks in advance. Billy Dodson Tag: Contact management Software Tag: 3923
  - 23
    - Escalating issues to managers In the Microsoft CRM User's Guide (help file included with the CRM Implementation Toolkit), there is a topic titled "Using Workflow Processes and Rules" from which I am reading the following excerpt: You can use Microsoft® Business Solutions Customer Relationship Management (Microsoft CRM) to automate internal business processes by creating workflows to carry out routine tasks that involve daily business operations. These processes can be designed to ensure that the right information gets to the right people at the right time, and help participants keep track of the steps they have to take to complete their work. Your managers can define, automate, and enforce specific business rules, policies, and procedures. Microsoft CRM can automatically escalate overdue service requests, alert salespeople about pipeline management issues, and alert the sales force about key events. Microsoft CRM Workflow tools enable you to: a.. Define business policies based on established processes. b.. Ensure that customer commitments are met. c.. Automatically escalate issues to management when required. d.. Level workloads across teams and territories. e.. Manage key business policies and procedures. f.. Ensure a consistent service process. I am specifically interested in the sections that say that "Microsoft CRM can automatically escalate overdue service requests..." and that Microsoft CRM Workflow tools enable you to "Automatically escalate issues to management when required." I have found no documentation anywhere else on how to do this, and I have found no other references to escalation in Microsoft CRM on the web or in this newsgroup. I also saw no way to do this with the functionality provided by the Workflow Manager. Has anyone else set up escalation rules in Microsoft CRM? (Ideally, we would like to escalate overdue user activities to the user's manager.) -- Marc Wojtowicz Tag: Contact management Software Tag: 3917
  - 24
    - Importing Multiple contacts to a master account I'm trying to get the new microsoft CRM to group multiple contacts under 1 key account. For example: I have 10 contacts for Nokia and I want to put them all under Nokia. Instead, when I export my excel file to the crm it turns all the contacts into there own master files, unconnected. Is there a way to import the files and have them sync up under the proper master account? Tag: Contact management Software Tag: 3914
  - 25
    - Problem! Hey everyone... i'm working at the Port Authority of NY & Nj as a summer intern... I have to do some research. here goes: They'd like to allow employees access their Outlook via intranet and internet. That's not possible at the moment. Our current webServer is iPlanet. They use MS Exchange Server 2000 and Outlook 2000. Can these three be configured to allow them the internet / intranet access to their emails? Or will they need an IIS? If so, any version of IIS? I need details please. Tag: Contact management Software Tag: 3913

I would like to know which software would be best w/re:
to tracking invoices and quotations sent out to our
clients and whether or not these quotations turn into
sales or dead leads. I need to be able to have accounting
or figures facilties available on this contact management
program
I would like some information on this as soon as you can
please.

Kind regards
Brenda Corrigan

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