Printing Custom reports through MSCRM
Hi,
I have created a set of custom reports with Crystal Reports 9 and added the
reports to MSCRM by using the CRM Report Manager.
For some reason, when I try to print the custom reports through MSCRM, I am
prompted for CRM server user name and password each time. One report has a
sub-report in in, and in order to be able to print that one, I need to enter
user name and password and twice, once for the main report and another time
for the subreport.
For the record, I am not prompted for the user name and password when I
print "out-of-the-box" reports...
How do I go about finding and resolving the problem?
Thanks in advance!
Pete Tag: Control reciepient list in email template from Workflow rule? Tag: 34107
No Account records are available in this view when I go offline
When i'm online i see all my accounts, i do an sync, no errors. When i'm
trying to get my info in accounts or other i get : No Account records are
available in this view when i go offline. I have installed all the patch and
my registry value is good. I use Xp sp2 and I'm a admin on the server and on
my laptop and i'm also a crm user. Tag: Control reciepient list in email template from Workflow rule? Tag: 34105
CRM Information Bridge Framework
hey all
trying to install Information Bridge Framework but i'm getting and error:
"The Information bridge metadata service location is not available"
i tried http://localhost:8082 and http://crmserver:8082
(crmserver = hostname)
i also tried running the installation with Domain\Administrator and local
Administrator, but same error. btw domain admin is in the local admin group
any suggestions? Tag: Control reciepient list in email template from Workflow rule? Tag: 34104
IP works but FQDN doesn't
I have just finished migrating an MSCRM 1.2 server from one box to another.
I backed up the database, restored it on the new box and then installed
MSCRM 1.2 successfully.
The problem is that if I access the new installation by it's IP address it
works correctly. If I RDC into the new installation and access it via
http://localhost it works correctly as well.
But if I use the fqdn and reference the entire domain name as
http://cmr.atlanta.ledet.com, I get a connection dialog box asking for a
username and password 3 times then an access denied message.
What could cause access via an IP address to work correctly, but through a
FQDN to deny access. The FQDN does resolve correctly and I can use the FQDN
from the MSCRM box in Windows Explorer just fine. For example,
\\cmr.atlanta.ledet.com\c$ resolves just fine to the local c:
- Sterling Tag: Control reciepient list in email template from Workflow rule? Tag: 34103
Custom fields from Leads promoting to Accounts
Is there any way to get custom fields from a lead moved into (identically
named) custom fields when you promote the lead to an account? Tag: Control reciepient list in email template from Workflow rule? Tag: 34101
Problem With Contacts Import
Hello,
I just imported my Contacts from Outlook into CRM 1.2. All imported
Successfully, but my company name field dissapeared from all of my contacts.
I also notice that if you create a new CRM contact there is no place to
specify company name. Please Help! Now I just have a lot of names of
people, but I don't know who they work for... Tag: Control reciepient list in email template from Workflow rule? Tag: 34095
Owner assignment problem
I have issues with the way CRM cascades entity ownership to child records.
Specifically, I want to be able to control what it cascades changes to. We
have three sales departments which do not work in teams. An opportunity may
be created by a salesperson that is not the owner. But it seems that if any
change is made to the account or contact that the opportunity is linked to,
then the opportunity and all of its activities get reassigned.
Since I cannot turn this "feature" off, I am about to turn on a stored
procedure that I have written that processes a log table populated by
triggers on the opportunitybase and activitybase tables. This procedure
goes through and reverts the owninguser and owningbusinessunit columns if
the original owningbusinessunit is different than the one that has been
recently assigned. This should work for my company because we do not have a
need to assign records across departments. I did it this way since failing
the update transaction would probably rollback some stuff that would break
the app or the db.
Below is the proc, it'll run every five minutes.
Basically, I want to know: Is this a bad idea?
CREATE PROCEDURE [dbo].[custom_revert_object_owner] AS
declare @old_user uniqueidentifier, @old_bizunit uniqueidentifier, @objectid
uniqueidentifier, @objecttypecode int
/*Process Opportunities*/
declare rowset cursor for
select old_owninguser, old_owningbusinessunit, objectid from
custom_changed_owners_log where objecttypecode = 3 and
old_owningbusinessunit in (select businessunitid from businessunitbase where
[name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and
old_owningbusinessunit <> new_owningbusinessunit and processed = 0
open rowset
fetch next from rowset into @old_user, @old_bizunit, @objectid
while @@fetch_status = 0
begin
update opportunitybase set owninguser = @old_user, owningbusinessunit =
@old_bizunit where opportunityid = @objectid
update custom_changed_owners_log set processed = 1 where objectid =
@objectid
fetch next from rowset into @old_user, @old_bizunit, @objectid
end
close rowset
deallocate rowset
/* Process Activities */
declare rowset cursor for
select old_owninguser, old_owningbusinessunit, objectid from
custom_changed_owners_log where objecttypecode <> 3 and
old_owningbusinessunit in (select businessunitid from businessunitbase where
[name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and
old_owningbusinessunit <> new_owningbusinessunit and processed = 0
open rowset
fetch next from rowset into @old_user, @old_bizunit, @objectid
while @@fetch_status = 0
begin
update activitybase set owninguser = @old_user, owningbusinessunit =
@old_bizunit where activityid = @objectid
update custom_changed_owners_log set processed = 1 where objectid =
@objectid
fetch next from rowset into @old_user, @old_bizunit, @objectid
end
close rowset
deallocate rowset
GO Tag: Control reciepient list in email template from Workflow rule? Tag: 34092
Exchange Connector - do I need it?
I know that the Exchange connector is designed to route incoming messages to
CRM as activities.
The question is--do I need to install the connector to get the ability to
email FROM CRM??
Our client does not currently want the auto-creation of activities from
incoming messages, but would like the ability to send email from inside the
CRM app.
Right now, when I attempt to send an email from CRM, I get an error:
"Missing Microsoft CRM Key"
Also: how does email work for Offline Outlook clients? Surely it doesn't
cache the outgoing messages until it can sync with the main CRM system.
Hopefully it would send it through the local Outlook client immediately.
Thanks ! Tag: Control reciepient list in email template from Workflow rule? Tag: 34088
Total VPN Access for SFO
Have been going through this forum and am wondering whether anyone has
completely configured SFO over VPN. I'll be shortly visiting our States Sites
with a view to installing SFO on their laptops. All access to our UK CRM
Server will be over HighSpeed VPN Access.
So has anyone installed, configured, accessed, sync'd SFO over VPN? Tag: Control reciepient list in email template from Workflow rule? Tag: 34087
CRM over VPN
Has anyone managed to get Sales for Outlook to work over
a VPN Connection. Can fully install, operate and sync
when connected via VPN. But as soon as I go offline,
cannot access any of the data stored locally. Keeps
stating Access Denied.
Anyone got any ideas? Tag: Control reciepient list in email template from Workflow rule? Tag: 34072
CRM, Crystal reports and Printable order; How to pull data
Hi all,
I have created an order form using Crystal reports. On that form I have
fields for Customer's technical contact and commercial contact. In the
contact DB, those are boolean fields. I am trying to pull Commercial
contact's name into the COmmercial contact name field and Technical contact's
name into the Technical contact name field on the order form. I have tried
the following formula:
if{contact.CFB_OS_Contact_Main_Commercial} then {contact.fullname} (and for
the technical contact field I have used the same logic)
It does not seem to work. Just a clarification, an account may have several
contacts, but only one per acct should be tagged as "main commercial"
What seems to be happening, is that Crystal returns several results, as many
as there are contacts under that acct. How can I create a formula that Picks
the right values and disregards the ones that do not fulfil the criteria?
Thanks,
Pete Tag: Control reciepient list in email template from Workflow rule? Tag: 34064
CRM and SharePoint Integration
Hi everyone,
I have been asked to look into the integration between SharePoint and for
CRM in a medium sized firm that needs to keep track of a lot of documents for
a number of locations as well as a large number of contacts. Is there a
Knowledge Base Article or a White Paper on this? Would need to know what is
involved, best practices for implementing and installing, etc.
Thanks so much in advance!
Shauna Tag: Control reciepient list in email template from Workflow rule? Tag: 34062
Service Unavailable
The web service is running and when I try to connect to the CRM web page
I get a white screen with this error: "Service Unavailable".
I restart all CRM Services and nothing happen. Tag: Control reciepient list in email template from Workflow rule? Tag: 34061
Chrystal reports and using custom fields as a filter
Iâ??ve read a comment on the problem that occurs when using custom fields as a
filter for Chrystal Reports in MS CRM.
This is the related post on the MS CRM newsgroup.
-------------------------
or open the report and click Database - verify database to make the report
aware of the new fields
--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
"Stephen Redmond" <stephen_at_crm.ie@newsgroup.nospam> wrote in message
news:%23W1EI%23sqEHA.896@TK2MSFTNGP12.phx.gbl...
>Keng,
>
>You need to refresh the report's data source. Use DataBase - Set
>DataSource Location and chose the same connection to replace it.
>
>
>Stephen
>
>"Keng Yuen Lok" <kengyuen@nospam.newgroup> wrote in message
>news:eYf4%23XsqEHA.3760@TK2MSFTNGP09.phx.gbl...
> > Hi all,
> >
> > I've added some additional fields in Opportunity entities however in
> > reporting I get the following error.
> >
> > "Error in formula This field name is not known.. File
> > 4703807d08dee12e.rpt."
> >
> > That happens when I tried to add filtering using the customised fields.
>Is
> > this a bug?
> >
> > Thanks,
> > Keng Yuen
--------------------------------------
As we donâ??t have Crystal Reports (only Crystal Enterprise for Microsoft
CRM), we canâ??t follow the steps you suggested. Is there an alternative
solution?
Thank you for your reply. Tag: Control reciepient list in email template from Workflow rule? Tag: 34060
eResources --> Get Directions in Canada
Hi,
Has anyone developed a fix or a work-around for the eResources --> Get
Directions to work in Canada? It looks as if the MSCRM developers
hard-coded the query to MapPoint to only use U.S. addresses instead of also
passing the country parameter as well. It basically makes this feature
useless for non-US implementations.
Alan Tag: Control reciepient list in email template from Workflow rule? Tag: 34056
Sync Phone Calls
Is it possible to sync CRM phone calls in SFO with the Outlook Calendar? In
other words, can a user of SFO create a Phone Call select a time and a date,
then see this scheduled phone call in the Outlook Calendar Tag: Control reciepient list in email template from Workflow rule? Tag: 34053
Acces denied when trying to access offline data after synchro
Hi,
I have XP SP2 fresh Installed on my laptop, reinstall crm for outlook with
all patches, everything work fine with my crm on my server, i can acces my
data with my outlook and also via the web. I do sync and it work fine also.
After the sync i automaticly receive a error : Acces denied : You do not have
sufficient access rights or privileges to perform this action. I go back
online ans it's working online. Never able to access my offline data and
getting this message each time. In the registry key i have the 00 already. My
CRM security service is strated on the server. The only thing that i have to
mentioned is that my laptop is not a domain computer, i'm using only the
workgroup to access the files and printers.
Thanks for you help Tag: Control reciepient list in email template from Workflow rule? Tag: 34052
CRM Server Installation Error!!!
Hello,
I had installed CRM Server(Demo Version from Action Pack) in a pc which has
Windows 2000 Server.
Active Directory, Exchange Server are in another Server(PDC) which has
windows 2000 Server OS. There is a problem since i have uninstalled CRM
Server, CRM Databases and Active Directory objects
because of a problem during previous installation. When i try installing
again CRM Server the following msg is displayed :
"Setup was unable to install Microsoft CRM Server.
Setup was unable to determine your account name".
Also i have the following log file:
[15:45:35] ===========> Starting Microsoft CRM Server setup: 2/21/2005
15:45:35 Build: 1.2.3297.0
[15:45:35] Command Line /l*v C:\\crm12svrsetup.log
[15:45:35] Found Platform Major Version 5, Minor Version 0
[15:45:35] FIsWin2kRemoteSessionMappedDrive: Starting...
[15:45:35] FIsWin2kRemoteSessionMappedDrive: Done: false
[15:45:35] Starting Domain Admin Check
[15:45:38] Domain Admin Check successful
[15:45:38] Entering HrGetDefaultNamingContextPath
[15:45:39] Exiting HrGetDefaultNamingContextPath Hr = 0
[15:45:39] AD native mode check successful
[15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/sspifilt
[15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/Compression
[15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/md5filt
[15:45:39] FIsASPDotNetInstalled found filter:
/LM/W3SVC/Filters/fpexedll.dll
[15:45:39] FIsASPDotNetInstalled found filter:
/LM/W3SVC/Filters/ASP.NET_1.1.4322.573
[15:45:39] MDAC 2.71a check successful
[15:45:39] Checking if Data Migration 1.0 is installed (product GUID:
{66E960B1-907A-471f-8087-DFB72620819D})...
[15:45:41] Setup was unable to determine your account name.
[15:45:42] ===========> Microsoft CRM Server setup completed: 2/21/2005
15:45:42 : 0x80004005
Also i would like to mention that when i try installing CRM SERVER in the
main server(PDC),
NONE MSG of errors is displayed. So there is a problem with the second
server.
Does anyone know what exactly means the msg above??
Thanks in advance,
Stelios Tag: Control reciepient list in email template from Workflow rule? Tag: 34049
Outbound Email Blocked
Hi,
One of our users has experienced the following when trying to send an
email from MSCRM
They were using an existing template and made some minor text changes
to it. When they clicked save the following message appeared below the
subject line:
The email below may contain script or content that is potentially
harmful and has been blocked. Unblock
If Unblock is clicked then we get the following message:
You are about to view a message body that might contain harmful
content. Click OK to proceed or Cancel to stop.
We clicked Cancel.
Has anybody experienced this? If so, what does it mean? How do we get
rid of this message?
Thanks
Lee Tag: Control reciepient list in email template from Workflow rule? Tag: 34048
KDC Errors stopping MS CRM
Every once and then our CRM application becomes unreachable and the CRM
server itself inaccessible. It seems as it simply loses contact with
the domain controller, since this machine is too busy.
The System log on the domain controller is packed with this Error
message:
Event Type: Error
Event Source: KDC
Event Category: None
Event ID: 11
Date: 2005-02-21
Time: 10:03:12
User: N/A
Computer: CRM-AD01
Description:
There are multiple accounts with name host/boromir-crm.crm.agogo.se of
type DS_SERVICE_PRINCIPAL_NAME.
In the domain there are two accounts causing this "conflict":
ldap_search_s(ld, "DC=crm,DC=agogo,DC=se", 2,
"serviceprincipalname=Host/boromir-crm", attrList, 0, &msg)
Result <0>: (null)
Matched DNs:
Getting 2 entries:
>> Dn: CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se
5> objectClass: top; person; organizationalPerson; user; computer;
1> cn: BOROMIR-CRM;
1> distinguishedName:
CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se;
1> name: BOROMIR-CRM;
1> canonicalName: crm.agogo.se/Computers/BOROMIR-CRM;
>> Dn: CN=Security Account (SU),CN=Users,DC=crm,DC=agogo,DC=se
4> objectClass: top; person; organizationalPerson; user;
1> cn: Security Account (SU);
1> description: CRM Security Account;
1> distinguishedName: CN=Security Account
(SU),CN=Users,DC=crm,DC=agogo,DC=se;
1> name: Security Account (SU);
1> canonicalName: crm.agogo.se/Users/Security Account (SU);
I don't quite get this..? What may have caused this "conflict", and
what should we do about it? I don't want to mess up the Security
Account and get locked out or something... Tag: Control reciepient list in email template from Workflow rule? Tag: 34047
Creating CRM Users
Hi, i am having this problem whilst trying to issue the last 2 of ou
licenses. I have created the rest of the users with no prblems what
so ever. After going through the wizard in the deployment manager i
get the following message:
User 1 ( *User Name* ) failed : A parse error was encountered in the
XML (80041a04) - SOAP Server Application Faulted
Does anyone have any ideas as to why this is suddenly doing this??
many thanks in advance
Ben Tag: Control reciepient list in email template from Workflow rule? Tag: 34045
SFO sync.
Often people get sync. errors when going online. It's probably because
things on the server change compared to the offline data. I wondered if all
the changes made offline sync correctly except the ones listed in the sync
error box ??
Jack Tag: Control reciepient list in email template from Workflow rule? Tag: 34044
Word integration
How do I incorporate Word seamlessly into CRM? i.e., that I write a document
in Word that automatically gets reflected against customer/event?
cheers
Richard Tag: Control reciepient list in email template from Workflow rule? Tag: 34040
Microsoft.Crm.SampleDataWizard.exe fails
with this:
"An error has occured: An operations error occured
Please make sure Microsoft CRM is installed and running. For more
information contact your system administrator."
Microsoft CRM is installed and running.
Any suggestions?
TIA Tag: Control reciepient list in email template from Workflow rule? Tag: 34039
Mail-Signature in SFO
Hi Group,
does anyone know how to activate the automatic insertion of a mail-signature
in CRM-Mails? I don't talk about creating a mail with the IE-frontend (where
you have to choose a mail-template). We have one installement (my machine)
where the signature is automatically inserted depending on the configuration
in the Outlook-options. All other users here have to use the "Insert"
menu-entry to get the footer into the mail.
Thanks a lot
Michael Erl Tag: Control reciepient list in email template from Workflow rule? Tag: 34038
Button in oppertunities
I would like to have a button in oppertunities that opens a project folder,
anyone who have an idea how to do this ?
Jack Tag: Control reciepient list in email template from Workflow rule? Tag: 34037
Error 80004005 on install -- additional info
I get the error message 'Unspecified error 80004005' when I try to install
CRM version 1.0.
CRM server is being placed on a P4 2.2GHz/510MB system that also has
Exchange 2003 on it.
SQL Server is on another system that is also 2.2GHZ with 512MB. They are
both on the same domain.
When I try to install I get the above error message and there is nothing
'new' on the SQL Server. On checking the logs for both machines I have found
that the logon for SQL fails due to the use of a 'null' username. This
occurs whether I use the 'localmachine' security account or specify one. I
have also noticed that when I do specify an account that it successfully
authenticates with SQL, but seems to fail shortly thereafter.
It seems that the reason for this failure to install is due to the fact that
there is a serious problem logging on to the SQL Server during installation.
Another problem I see is that the EULA text is missing when I start the
installation.
Any ideas or suggestions?
Thanks. Tag: Control reciepient list in email template from Workflow rule? Tag: 34032
How to display XML string returned by CRM Accountobject.retrive me
Hi All,
Please let me know how i can display the query results fetched from crm
database into Datagrid directly.
Any help is appreciated. Tag: Control reciepient list in email template from Workflow rule? Tag: 34031
ACCPAC, SAP integration with MSCRM 1.2
We are looking at purchasing an accounting package and would like to
integrate it with CRM which we have at the moment.
Has anyone done this integration with the above products? Is it worth using
MSCRM or go with CRM that comes with the above prodcuts? The amount of data
in the MSCRM is minimal and would not matter if it was blown away.
Any feed back would be appreciated
Thanks
Karl Tag: Control reciepient list in email template from Workflow rule? Tag: 34029
Closing orders
After we receive and order, we create the invoice with the create
invoice button, however the order is still there as "new" or "pending".
Is there any way to "close" the order as having been received? Tag: Control reciepient list in email template from Workflow rule? Tag: 34026
drop down boxes
Hi all,
Yet another question for you clever people out there.
In drop down boxes is anyone aware of how many records these can have?
For an application for a client we are going to need somewhere in the
viscinity of 200 drop down records.
Thanks,
Nathan Tag: Control reciepient list in email template from Workflow rule? Tag: 34024
Workflow
Hi all,
In the workflow manager for one of our clients we have added a radio button
to trigger an e-mail.
How it is ment to work is,
When the accounting department recieves payment for an order they change the
radio button option and then "save and close" the record in order to generate
(via the workflow) an e-mail to the dispatch division.
So once payment is recieved dispatch get an e-mail to then package the order
to be sent out.
Only problem is, both at our test site and at the client site this is not
generation ANY activity let alone an e-mail.
Any help what so ever will be greatly appreciated.
Cheers,
Nathan Tag: Control reciepient list in email template from Workflow rule? Tag: 34020
Quotes, Orders + Invoices
Hi all,
During configuration of a client database we took the client through the
entire sales and service process creating and closing Quotes, Invoices and
Contracts. These were samples and now need to be removed. But it seems that
once these records have been activated or closed they cannot be deleted.
Would there be a problem deleting these records directly in the MSCRM
database through the SQL Enterprise manager?
Any help appreciated.
Cheers,
Nathan Tag: Control reciepient list in email template from Workflow rule? Tag: 34016
Small Business Accounting 2006 & MS CRM 1.2
Anyone know if CRM 1.2 integrates with the new MS Small Business Accounting
product?
Roger Tag: Control reciepient list in email template from Workflow rule? Tag: 34009
Connecting to CRM Web Client via Wireless
Another issue I'd appreciate help with:
Do you know why I have access to everything on the network in a wired
Ethernet environment, however if I go wireless, I cannot connect to CRM.
I do have access to Outlook and the VPN in wireless. Curious if there is
some network security setting or just a glitch.
It doesn't even bring up the log-in where you would input password. All
network settings are the same in wired or wireless.
I do have pop-up blocker on, however, I have CRM as an exception where
pop-up blocker is turned off. My laptop is new
and came with XP SP2. The SP2 pop-up blocker is the one I have CRM listed
as exception. I had to turn this off to access
CRM on the network in a wired Ethernet environment. No access problem in
wired network, only in wireless. I have WEP
encryption enabled.
Thanks,
Boolean1
Boolean1@comcast.net Tag: Control reciepient list in email template from Workflow rule? Tag: 34005
CRM for Outlook Client
Any help on this appreciated...
I had an error with Outlook awhile back where I had to remove the CRM Add In
and when I go to add it back (something I've done before), it never shows
the CRM toolbar and when I click on one of the CRM folders (like Accounts,
etc.) it doesn't load up. Upon checking my C Drive under Program Files, it
appears I still have everything on my computer with regard to the Outlook
client. I even tried going on the network and doing an install again and it
said it "is already installed."
Any idea on how I might be able to get the Outlook version up and running
again?
Thanks,
Boolean1
Boolean1@comcast.net Tag: Control reciepient list in email template from Workflow rule? Tag: 34004
import Data from Excel
Hi,
Does somebody have experience in importing data from excel sheets into MS CRM?
Which is the best way and tools to import data from excel sheets? Like for
example to have data in excel sheets which should be suited to a contact in
his history and this you want to do every week. There is the Data Migration
Framework and the SDK. Is maybe somebody doing something similar and can
somebody suggest something or have you programmed something on your own for
this?
Thank a lot Tag: Control reciepient list in email template from Workflow rule? Tag: 34000
Import Contacts from Public Folder
Is it possible to import contacts from a public folder instead of the default
contacts folder? Systems are WinXP XP2, Outlook 2003 and CRM 1.2. If not is
there a third party utility that will do this?
Thanks
Paul Tag: Control reciepient list in email template from Workflow rule? Tag: 33998
URGENT: Manualy exporting customization
Hello,
I am having a quite usual problem with the CRM Security Service (it won't
start). I have tried many things and I also got support from MS but with no
luck. So the next step is to reinstall the whole system from the start.
Before I begin with the installation process I have to backup the current
data and customization. Backing up the DBs is a quite straightforward
process, but I can not export the current customization from Deployment
Manager, since the Deployment Manager won't start (due to the security
service problem).
My question is how can I backup/export my customization WITHOUT using the
Deployment Manager, in order to import it after the new installation?
Thanks in advance,
Sotiris Tag: Control reciepient list in email template from Workflow rule? Tag: 33997
CRM Development.
Hello
I have downloaded the AccountingTeam.exe sample custom application for CRM.
I made some changes to it. when i deploy it <under Default website or CRM in
IIS> i get an error message when i open CRM.
Also, is it possible to test the web application from a Client machine in
debug mode? How?
Thanks,
Maruf Tag: Control reciepient list in email template from Workflow rule? Tag: 33996
CRM Notes
Is there a way to add additional fields to the Notes grid in CRM? It would
be very helpful to see fields that show who created the note and the date it
was created. Tag: Control reciepient list in email template from Workflow rule? Tag: 33983
CRM 1.2 Redeployment problems with Step 5, mapping users
I have followed the redeployment steps very carefully but
no matter how many times I try to redeploy, I fail on
Step 5. Here is what I have done and my scenario.
Current System with CRM Server V1.2 Installed:
domain: crmdomain1.local
New System that I want to install CRM on:
domain: crmdomain2.local
Step 1: I used the data export tool and the current
system and successfully created 2 xml files with the OU,
security roles, etc all intact.
Step 2: took a copy of the SQL databases and followed the
directions to do it how crm wants you to.
Step 3: On the new crm system I installed active
directory and a new domain controller (which I will call
crmdomain2.local) and installed sql server
Step 4: I restored copy of crm databases as statementin
the implementation guide. I also created a blank crystal
reports document.
Steps 1 through 4 were fine, but here is where I run into
trouble
Step 5: I installed and ran the crm redeployment tool. In
one of the steps I pointed to my 2 xml files (one is for
mapping and the other is for deploying) and this was
fine. When I click on install, after about 5 or 10
seconds into the installation this error occurs:
"An error occurred when populating Microsoft CRM user
groups. Ensure that CRM user accounts are accessible from
the current domain and run the wizard again."
I have no altered the user accounts and security roles in
any way and I cannot figure out how to resolve this issue
or find a workaround. Tag: Control reciepient list in email template from Workflow rule? Tag: 33981
Quick Quotes
Does anyone have any experience or ideas how to implement a "quick quote"
function? Obviously, the quote system works and should be used, but we have
a high volume of customers that will call and ask for a verbal price on a
small item that our inside sales folks don't take the time to enter with the
formal quote system. It would be useful to just enter the contact, account,
part number and the price. I am envisioning something quick like the
activity format.
Any ideas?
TIA Tag: Control reciepient list in email template from Workflow rule? Tag: 33980
Error 8004005 on installation
I'm trying to install CRM on one of our servers and get this error:
Unexpected Error 8004005 (not exact text) With no other indication as to the
cause of the error.
This is being installed on Windows Server 2003 Enterprise.
Thanks. Tag: Control reciepient list in email template from Workflow rule? Tag: 33977
HELP: CRM Re-installation
Situation:
We migrated to a new Active Directory and want to migrate the CRM Server
Steps so far:
1. Back up the database and settings files
2. Uninstall CRM application
3. Run installation program ... but we get the following error on the
Configure Existing Database's screen.
"Microsoft CRM could not find a valid organization on the specified
database. You need to have at least one organization before installing
Microsoft CRM" ... Ideas?
I think it's because there's no organization in the new Active Directory.
So I tried to re-create the organization tree ... seems to still have no luck
ideas?
As a fall back .. could I not install a new CRM instance and then "restore"
the databases over the new database installation? or is that too easy?
Any help is much appreciated ... Tag: Control reciepient list in email template from Workflow rule? Tag: 33976
this record can not be deleted because it is read only
hi,
when i try to delete an opportunity record, i receive this error message:
this record can not be deleted because it is read only". i have system
administrator role but it doesn not help.
how can i fix this? and is it possible to make a record read only in crm?
thanks in advance
orkun Tag: Control reciepient list in email template from Workflow rule? Tag: 33975
Reassign Fails
All,
When we try to reassign a contact from one user to another, we get a
message that the user doesn't exist in Active Directory any more.
Indeed that is the case, since we deleted the one user from active
directory. We removed his license before we deleted the account, but we
did not reassign any of his records. Is there a way to reassign this
users records? FYI, I have tried to reassign both ways. I tried through
the Contact screen to reassign, and I also tried through the Users list
to reassign all and that fails too. Tag: Control reciepient list in email template from Workflow rule? Tag: 33965
slugs no more
Hi,
I have successfully been using slugs having created several new fields on
the Case form and putting in the correct format for the slug in the email.
I have now added a field to the Case form in order to capture some text for
the resolution of a case prior to actioning resolve a case, since we cannot
access resoltion schema fields using slugs.
However I have created 2 different types, string and memo and when I put the
&incident.CFSresolution; or &incident.CFPresol_text; in the email and Resolve
a case, the damn thing doesn't work.
I have put in the fields that I previously created in the same email as a
test and the slugs work but I cannot get any of the new ones to work at all.
Is there something I should be doing apart from "Publishing the changes on
the Case form and doing iisreset on the server" that I have forgotten to do.
Cheers,
Cathy
--
Cathy Ely
API Software
Glasgow Tag: Control reciepient list in email template from Workflow rule? Tag: 33956
Domain Admin privilege required to run Deployment Manager??!!
We didn't have this problem on our test server, but in the production server
environment, I had to be given domain admin permissions to run the CRM
Deployment manager.
Anything else we tried to do (local administrator, CRM system administrator,
etc) it gave us a "cannot initialize snapin" error.
Any ideas what could be different between these two environments?? Tag: Control reciepient list in email template from Workflow rule? Tag: 33954
Does anyone know howto control the reciepient list in email templates sent
from a workflow rule?