Controlling Shipments/Deliveries using CRM 3.0

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  - 1
    - System.Runtime.InteropServices.COMException: HRESULT 0x80044150 Hi, I have two department under the master department Service Department Hardware Service Department -Software Service Department Each department has one user.I have created one security role named "Service Specialist" and applied these users. Security role is; Create -Organization Read - Organization Write - Organization Delete - None Each user can be seeing all the records ("Table =Account") in the views but RECORD could not open if record belong to another department user. CRM is shown HRESULT 0x80044150 ( Sql Server Error) When i set the DELETE permission as "ORGANIZATION" then user can be opening another department user's record. How can I do it ? Not : CRM 3.0 Turkish+Microsoft Windows 2003+Sql Server 2005 are on the same server ------------ http://sampascrm:5555/sfa/accts/edit.aspx?id={A175064F-C6B5-DA11-B4B7-00110A37386C} ---------------- COMException (0x80044150): HRESULT ile ilgili Ã¶zel durum: 0x80044150.] Microsoft.Crm.Platform.ComProxy.CRMAccountClass.RetrievePrincipalAccess(CUserAuth& Caller, String AccountId, CSecurityPrincipal& Principal) +0 Microsoft.Crm.Application.Platform.Account.InternalGetPrivileges(String id, CSecurityPrincipal& securityPrincipal) +36 Microsoft.Crm.Application.Platform.Entity.GetPrivileges(CSecurityPrincipal securityPrincipal) +34 Microsoft.Crm.Security.PrivilegeCheck.Execute(User user, Entity entity) +247 Microsoft.Crm.Security.PrivilegeCheckFactory.CreatePrivilegeCheck(User user, Entity entity) +105 Microsoft.Crm.Application.Forms.EndUserForm.RetrieveDataParams() +24 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +67 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.SFA.AccountDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56220
  - 2
    - ERM for CDF-Migration? Is there any clearer documentation for the CDF-tables such as an ERM or similar? i have to migrate a act! 6 database. i also wonder, if there is a mistake in the acttocdfmapping.xls i know, that its for act 2006, but also there must be a reference to the object of an annotation. in the xls there is none and so there cant be one in the finished migration. so how can i put a reference on an note? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56219
  - 3
    - CRM 3.0 - Adding new address to Customer entity I need to add a 3rd address information to the customer entity. How to do it?The new address must be in the same way that the existing two. Thanks Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56218
  - 4
    - problem with e-mail tracking Hello! I can not turn e-mail tracking off. I can go to system settings and turn off e-mail tracking. But when i go again to system setting e-mail tracking is turned on. Dont understand why. Also i tried to change some of tracking settings. like change from CRM to MRC. Again when i go againt to system settings all is like it was before changing. Anyone have solution?? Sorry for my poor English. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56216
  - 5
    - Customisation - Araes that display this entity I want to have the "contract line" entity available on the Service Tab. In the entity I can see under "Information", the "areas that display this entity" but it is greyed out. How do I get access to allow the tick boxes to be changed? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56214
  - 6
    - Unsubscribe option in marketing e-mail Hello, I just can not find documentation about how to set unsubscribe option in marketing e-mails. Icon is visible but do nothing. I just want to put unsubscribe text at the bottom of our marketing emails and let recipients easily unsubscribe from our marketing lists. I expect (based on MS presentations) that CRM automatically change attribute in contacts, accounts etc. to block further emails. Any idea where is such functionality described ? Thanks for help Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56212
  - 7
    - CRM 1.2 problem after changing IP Hi, Last night our admin changed the IP's on the entire network. Since that moment, the CRM Security Service won't start (machine was rebooted after IP-change) I allready changed the IP in IIS to reflect the changes. What else am I missing? thanks for helping -- Jurgen Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56209
  - 8
    - Paging Limit Hi all, I've a little Pronlem with the Paging Limit. In Version 1.2 You can set the Max or min Value in the <CRMWeb>\Tools\personalsettings\dialogs\personalsettings.aspx file. But how can a set this in the 3.0? My Problem is some of your useres select 250. But this value is to large. The should only have 50. I can set it in the UserSettings Database, but all useres can set it again to 250. So I must lock the Values over 50 for each user. So I hope somebody know how I can change this. Thanks, Andre Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56208
  - 9
    - CRM in the Service Industry. Good Evening. I am looking for some advice on the capabilities of Microsoft CRM. We are a Microsoft Certified Partner looking at options for CRM. We have found many of our customers are beginning to investigate CRM solutions, however there appear to be no adequate solutions providers in our region. I have started investigating Microsoft CRM with several options in mind. 1) To up skill our own technicians to be capable of supporting and integrating CRM, with the view of also becoming a Business Solutions Partner. 2) Implementing CRM within our own internal systems to improve our own management and give us experience in supporting the systems. A current area of concern for us is job scheduling and billing. I was hoping to utilising CRM to manage our service technicians, manage the incoming work from and clients, and schedule the appropriate time within the technicians calendars to carry out the work and resolve the job. This looks relatively straight forward and it does not appear we are trying to reinvent the wheel here. However what is not clear is how to generate the customer billing from the work carried out. When the technician resolves the case, billable hours does appear, however I can not see any system for generating an invoice from the case. Is it possible to generate invoices from this stage? Or is there another step in the process I am missing here? Is CRM even capable of carring out this task? I would be exceedingly grateful if someone could answer these questions, and possibly point me in the direction of some case studies or reading material from people who have attempted similar. Thanks in advance Regards Daniel Goymer Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56206
  - 10
    - Picklists in CRM 3.0 Hey guys, Im having a lot of issues with Picklists in CRM 3.0 and was wondering if anybody could help me out. I have a C# app that is populating a bunch of accounts into CRM 3.0. In my c# app i have a dataview and am looping through the dataview items and generating accounts in CRM using CRM's WebServices. (example code) .....begin loop..... account theAccount= new account(); theAccount.name = dvTheCompanies[x].Row[1].ToString(); theAccount.new_firstname = dvTheCompanies[x].Row[2].ToString(); theAccount.new_lastname = dvTheCompanies[x].Row[3].ToString(); theAccount.new_jobtitle = dvTheCompanies[x].Row[4].ToString(); theAccount.new_tsgteamassignment.name = dvTheCompanies[x].Row[5].ToString(); //this fails here Guid theAccountID = crmService.Create(theAccount); ....end loop.... debugging through my code everything works fine except the picklist, which errors out with "Object reference not set to an instance of an object." so i tried theAccount.new_tsgteamassignment.Value = 2 but i get the same error. My question is how do i create an account enitity in CRM 3.0 and populate the picklists inside that enitity? Thanks for your help! Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56202
  - 11
    - Great Plains Integration So, when can we download the CRM 3.0 and Great Plains integration? I heard it was being announced this week. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56189
  - 12
    - How to insert a hyperlink to a CRM record into an E-mail created via workflow Thought this might be of interest to folks here. Dynamics CRM 3.0 has a new way to add data from fields in CRM entities using what are called "slugs". This is a pretty simple way to get data into an E-mail that is created in response to some event. However, you may have discovered that there is a very limited subset of the fields available as slugs. Even some bits of data that were easily accessible in CRM 1.2 Workflow are not available as slugs in 3.0. This tutorial will show you a quick and easy way to insert a hyperlink to a CRM record into an E-mail created via workflow. http://blogs.emonarch.net Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56187
  - 13
    - CRM 3.0 Creation and Implementation We just finished getting our CRM 3.0 server installed, and are in the process of configuring it for use within our business. What I am seeing is that CRM is designed more for businesses that sell actual product, and doesn't have much use (other than contact management) for a service based business. We provide consulting and hosting services for other businesses. Is there any documentation anywhere on typical deployment etc for a service based business? Or documentation that gives a breakdown or sample of how it should be set up. Or even a way to populate the install with sample data, to give me a better picture of how CRM should be used. I was able to import my contact list of clients from a CSV that I exported from ACT 2006. So now I'm trying to learn how to actually use CRM to improve day-to-day processes. Unfortunately, I havent been able to find much good documentation. But then again, Microsoft's knowledgebase is difficult to find anything useful in. Perhaps I just don't know how to search it properly. Any input or direction will be much appreciated. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56184
  - 14
    - favicon.ico not displayed, is there a way to make it show up? If you have a half dozen IE windows in addition the half dozen CRM windows open, it would be nice to have the favicon.ico in the CRM wwwroot show up. Is this possible? Or is this just a pipe dream? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56182
  - 15
    - Cisco Communicator client the case option is disable Hello i have a the communicator working but: 1. when i try to open a case in of an account it is disable 2. another issue is when the number or name isnt find and i try to create a new record i it never opne the window to fill the new record. every thing works fine any idea??? thanks Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56179
  - 16
    - Auto Workflow processes Hi, I am about to start looking at automating some workflow processes. The help does not seem too straight forward. Is there any other information, literature or templates for this? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56178
  - 17
    - Mapping Quote Product to Order Product to Invoice Product Hi, I've got some custom attributes in the Quote Product, Order Product and Invoice Product to hold some extra information regarding the customer's order (customised dimensions, unique serial numbers, etc). Write-In Products isn't an option - I need to use Existing Products to make data entry easier for the sales people (follows price list automatically). The problem is, when I convert the Order to an Invoice, the information in the custom attributes of the Order Product do not get passed over to the Invoice Product. I've tried looking in the relationship section of the Order Products and I don't see anything that I can use to map the data over to the Invoice Product. Thanks, I'd appreciate any help. mc Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56177
  - 18
    - Integration Do we know yet when crm 3 integration to GP (great plains) will release? It's great that MS keeps their customers informed :-( -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56176
  - 19
    - New Installation of CRM 1.2 After receiving the message that CRM 1.2 has been successfully installed, I find Microsoft CRM Version 1.2 under the WetSites in Internet Information Services. However, when workflow monitor, Logon message to type the url of the microsoft CRM Server you want to monitor. Terget Microsoft CrM Server and localhost is default. The error server locahlost is not responding. This might hapen if it is currently unavailable or it is not a Microsoft CRM Server. For more informaitiojn, contact System Administrator. THAT'S ME. IIS is obviously installed, Exchange server is installed, MS SQL 2000 is installed and Crm 1.2 is installed. Can anyone advise why I cannot bring up the program? third times a charm. This is the third installation of complete 2003 enterprise edition. and, reinstall of all the above listed products. Properties of microsoft CRM Versiion 1.2 are as follows Description: microsoft CRM VErsion 1.2 Ip Address: all unassigned, I have tried using the local IP Address Without success TCP port: 8099 SSL port: 8098 The site has been extended from the administration site. Thx jerryc Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56175
  - 20
    - Case and reference numbers vs tracking with tokens Hello, Since the lack of documentation available, I would like someone to tell me if I understand the behaviour of CRM 3.0 services from webcrm: 1. I have a 'support' mailbox with a 'system' maibox which converts my e-mails into activities. 2. When a cutomer sends an e-mail to the 'support' mailbox, it is converted in an activity by the 'system' mailbox but I can't convert it automatically to a 'case' (available with a third party extension or sdk coding with .net) . From the open e-mail window, I select 'new -> case' and I manually create a 'case' for this issue. 3. Once it is saved, I have a workflow rule that sends an e-mail to the customer that there is an open case on his/her issue assigned to an 'owner' with a 'request' number on the subject line 'CRM:xxxxx' and a case reference number in the body 'CAS-xxxx-xxxx' (all this from a template already available). 4. The e-mail window is still open so I attach the newly created case with the 'Regarding' drop down list, save and close it, and then to remove it from the queue, delete-it (it is now stored in all activities with a reference to the case). My questions are: - Do these steps make sense so far? - From point 3, the customer has received an e-mail from the 'owner' of the case and not the 'support' e-mail. If he replies back to this e-mail, it will go into the owner mailbox only. To be treated by the crm system it needs to be sent by (and reply to) the 'support' user! How can I modify this without having the client to create a new mail to 'support' and placing the token in the subject line instead of replying to the owner ? - In the e-mail of point 3, the 'request' number is used by the crm server which is on the subject line for tracking purposes but I can find where to use it in the system to do a search on a case (no association). I need to use the 'case' number to track down a case in the system... If I understand, to reply by e-mail, the client needs to use the 'request' number and if he calls, he needs to use the 'case' number? - How can a CSR be alerted when a e-mail is sent back with a token and attached to a case without having to look in the associated activities of the case? I apologise for the lenght of the post but I would really appreciate your opinions on how I proceed. Many thanks Claude R. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56172
  - 21
    - Website displays in entire window. I am currently working in a project that require intergrating a web based document management tool with CRM. The tool requires the user to login (which is done via a auto login script). During the initial onLoad for a selected account the (homepage/ resulting search) does not stay contained in the IFRAME. In fact the resulting web page take over the entire window. This behavior only happen on the initial login. As long as CRM is not canceled the document management tool sees the user as logged in and all subsiquent querys by account ID execute and display in the IFRAME. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56166
  - 22
    - Distributtor Order Hi, As a reseller, each product we sell to our customers we need to buy from our distributers. I would like to use CRM to control our order to distributers, with cost price, not reseller price. And it's very interesting to link each customer order to the corresponding distributor order. Any idea ? -- Andrea Campelo TECNOATIVA Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56165
  - 23
    - Quote to Invoice - Why use ORDER ? Hi, I think the QUOTE entity is enough to control the sales process. I think it's not necessary in my business to use ORDER entity. Can I convert a QUOTE with a WON state to INVOICE without using an ORDER ? Am I missing anything with the ORDER entity ? -- Andrea Campelo TECNOATIVA Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56164
  - 24
    - CRM 3.0 bulk import - contacts - 15 records Hi, I am trying to import large number of contacts into the crm. I have csv file which contains all those records. While importing those records through bulk import tool in CRM, it looks to me that crm only imports first 15 records in one go !! If I then remove those first 15 records from csv file & try again, the it imports next 15 !! Is this a limitation or is there any setting available for this number ? I have crm 3.0 for SBS. Regards, Atul Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56163
  - 25
    - upgrading crystal reports to reporting services are there any tools for upgrading crystal reports to reporting services? is the new crm 3.0 reporting section based on Web Services as the crystal reports were? or is it based on direct queries to the database? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56162
- Next
  - 1
    - CRM 3.o and External Connector license Hi, Just wanted to make sure about this licensing option. As far as I understand, if I purchase the external connector license, nothing really gets installed to CRM. In other words external connector license does not increase the number of possible CRM users in the CRM system? And if that is correct, then the external users that use some type of custom portal to interact with the CRM system, do not need to be CRM users. Any comments regarding this licensing option are greatly appreciated since I couldn't find too much information about this even from MS CRM marketing materials. Thanks. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56153
  - 2
    - Error viewing CRM 3.0 reports Hello, I am seeing the following error when I try and view reports from within the CRM interface. Reporting services is on a different server, and is Reporting Services 2005. The report viewer comes up but contains this error: An attempt has been made to use a rendering extension that is not registered for this report server. (rsRenderingExtensionNotFound) Has anyone seen this or know what might be causing it? Thank you! Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56149
  - 3
    - Changing business units When you change a users Business Unit, do all of the records they own go with them? The reason I ask is that we have created a Sales Manager role with Business Unit level access. We made her the manager on a Salesperson user record, and changed the Business Unit of the Salesperson accordingly. However, the Sales Manager can see only new records. The existing records don't show up. Is there some other action we need to take in order to move the records into the new business unit? -- Sydne Strong Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56147
  - 4
    - Advanced Find question Maybe this has been answered here before, but I was unable to locate the answer. I created a new attribute and placed it on the Phone Call form. I want to use this new attribute as a search criterion in Advanced Find, but the attribute does not show up in the Advanced Find Field list. Is it not possible to search for custom attributes in Advanced Find? Thanks, -Rick Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56140
  - 5
    - Custom entity extremely slow to load in browser... ...but not in Outlook The custom entities I have created that have more than 50 or so records seem to take forever to load in the browser when I'm looking at a view of "All Active Custom_Entity". It takes up to two or three minutes, browser actually goes into (Not Responding) condition, then finally loads. When I look at the same type of view through the Outlook client it loads within a couple of seconds. This is using the Desktop/Connected version of Outlook, so it's not pulling from a local/offline database on the client. Any known issues with this, or are there some db indexes that may need to be added manually to custom entities in the db? Thanks Brian Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56139
  - 6
    - Script to calculate money value in field Hi Does anyone know of a script that allows you to muliple one field by another. Basically, I want to be able to enter a figure in one field and mulitple it by a value i.e. enter 10 into a product field and in a total value it automatically caculates the total product value of â?¬1000 (so it mulitples the product field of "10" x value of â?¬100) Any help would be appreciated. -- Mike Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56137
  - 7
    - IIS Internal Server Error (500) when installing Hi all, I am testing the CRM v3 on a newly installed computer with Active Directory in native mode, IIS, SQL 200 and Exchange 2000 on Windows Server 2003 sp1. When I reach the System Requirements page (Verification Descriptions and Results) I get an "Error accessing URL http://SERVER: The remote server returned an error (500) Internal Server Error IIS is correctly installed on the server, if I type http://server I get the default "Under construction" page, I don't use host headers and don't have any other virtual web configured. I did the same installation on a Virtual PC without any problem... Thanks for your help Eric Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56135
  - 8
    - Track in CRM (3): Sometimes work, sometimes does not Hi there!! SET-UP: Outlook 2003 CRM 3 client for LAPTOP I have a user that seems to have encounter a strange problem... When he click on the "TRACK IN CRM" button in an open email, he sometimes get an error message, but sometimes he doesn't. The error is; "An error occured promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action." I doubt very much that it is a question of permission, the user having administrator role on the CRM. Anyone as a "hint" of where I can look to troubleshoot this challenge, or the solution to it. Thank you in advance! Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56133
  - 9
    - SQL 2000 Reporting Service/Reports on MS CRM 3 web - allowing for FQDN? Hi, A bit of background. We have a deployment of CRM 3.0 installed and working fine on our Windows 2003 CRM server in a Windows 2003 AD. Still having problems with clients on Outlook (PC's are not a member of a domain), but playing with the web-based interface for now. Got a problem with the Reports part of CRM - this is based on the standard Reporting Services for SQL Server 2000 (SP4) - hence I've sent to public.sqlserver groups also. Clicking on Reports in CRM web takes you to the list of available reports fine, but when you try to 'Run report', it returns a 401. I know why this is happening, and a basic workaround proves it, but am looking for a decent server-side resolution. We have an AD (e.g. domain.com), with CRM/SQL installed on a box within a child domain (comp.domain.com). However, our web caching, proxy, DNS for the root of the our domain (domain.com) is not handled by the AD, its handled by our Unix/Sun guys. If we connect to the CRM reports via the web on an AD member PC, 'Run report' works fine for each report because it knows that our CRM/SQL Reporting server (sake of example called crm1), is in the domain, and that its Windows hosts name is http://crm1 ( = http://crm1.comp.domain.com). The problem is calling the reports from a non domain member fails with a 401 because it tries to call http://crm1 (i.e. no FQDN), and thus goes to our Unix-based domain/DNS and tries to resolve to http://crm1.domain.com, not crm1.comp.domain.com. Hence it fails. I've proved that if I bung a hosts entry in C:\Windows\System32\Drivers\etc\hosts to resolve crm1 to the IP, it corrects the problem, but we don't want to have to maintain host files in our total IP-based network, and our CRM deployment might eventually have >1000 clients - some on domain, others not, some on trusted domains, some remote users. I might be able to get our Unix/Sun bods to some fiddle redirect their end, but would prefer to keep everything within our Windows set-up. Having looked at one of the reports in C:\Program Files\Microsoft CRM\Reports\MSCRM on our CRM/SQL server, e.g. "User Summary.rdl", we can see that the code for this report is calling the following variable: Parameters!CRM_serverURL.value Which is presumably pulling this from somewhere (SQL database? a config file in CRM? IIS?) and thats whats resolving it to http://crm1. The question is, does anyone know where this parameter is pulling its data from, because if so, can I change it to reflect http://crm1.comp.domain.com and thus ensure that the Reports section always uses the FQDN to work? Thanks in advance, Steve (P.S. Happy to clarify anything if unclear) Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56129
  - 10
    - CRM 3.0 Outlook client doesn't appear to synchronize behind the sc It appears that, while the CRM 3.0 client for Outlook should be synching behind the scenes, it is not. Explicit requests to synch still must be made from the Outlook interface. Furthermore, when the the client finds itself unexpectedly without connection to the CRM server, the date that is reflected in the message box that pops up confirms that the data you will be using offline is data that is from the last explicit synch date. Can someone confirm/deny/advise on this? It sounds like there is either missing functionality or more setup steps for the client or server. Thanks. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56128
  - 11
    - New idea & need help www.geocities.com/java_4_asu Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56125
  - 12
    - 1.2 CRM - case rolling up to account level I noticed that when our Customer Support area creates a case and links this case to a Contact Record (the contact record in turn is linked to an Account Record) and they open up the associated Account record, click on the "Cases" tab, all cases linked to this account should be visible. This does not appear to be the case. Does 3.0 act the same way as v1.2? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56123
  - 13
    - Has anyone successfully installed CRM on SBS? Has anyone successfully been able to install CRM3.0 on a SBS2k3 server and if so do you have a walkthrough of steps to get this installed and working correctly? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56122
  - 14
    - Has anyone installed CRM 1.2 on a Win Server 2003 DC? Hi, I want to know if we can install CRM 1.2 on a DC with Windows Server 2003 SP1? If yes, then has somebody faced any performance problem? Thanks and Regards, Harshad Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56118
  - 15
    - Assigned cases in both "assigned" and in "progress queue"? In the training material for the service management course, there's a question about cases that are assigned to a user. The question is "where does a case go when it's assigned to a user?". According to the appendix, the correct answer is "the user's in progress queue" AND "the user's assigned queue". Is this really correct? When I assign a case to myself, it appears only in the "assigned" area, and after accepting, it's moved to the "in progress" area. Not in both as the training material says. Does anyone know if this is just a printing error? Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56115
  - 16
    - Not able to send email directly from CRM... Using MS CRM 3.0 on SQL 2005. Email Router is installed on Exchange Server 2003. When I send an email from CRM, it goes to History record with Email ID however it is not actually transmitted to the recipient. We can however send the email through Outlook and track the email to CRM. Can anyone give a clue why we are not able to send email directly from CRM interface. We must be missing something. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56114
  - 17
    - Import Customiztion Can I Import Customization to a CRM 3.0 SMALL BUSINESS EDITION , which took from a Microsoft CRM 3.0 Professional Edition. Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56112
  - 18
    - Business Contact Manager import error Hi All. I'm using the new Data Migration Pack for Microsoft Dynamics CRM 3.0. to import data from Microsoft Business Contact Manager into a new, clean, CRM 3.0 system. The import is failing, and I don't know why. I get as far as Map Users > Map Territories > Mapping Summary. When I click 'Configure' the migration stops with an unexpected error. I've included an extract of the activity log below, which shows more details. Any help or suggestions would be greatly appreciated! R 28/03/2006 11:38:11------>Next Screen Request: From ConfigurationSummary screen To ConfigureCRM screen 28/03/2006 11:38:12------>Initializing CDF database... 28/03/2006 11:38:22------>Resolving Outlook with Business Contact Manager configuration IDs to Microsoft CRM 28/03/2006 11:38:22------>Application Terminated: Unable to write into CDF database. 28/03/2006 11:38:22------>Application Terminated: Unable to resolve CDF database IDs Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56111
  - 19
    - CRM 1.2 8000bytes limit problem, how to remove old fields? Hi all, I run into the problem of the 8000bytes limit. There are some old customfields that I could remove (loss of data is ok). Now I heared, there's a way of doing it directly on the database, could anybody explain it to me? There's still no way to do it with the customization-tools, right? Thank you all! Peter Widmer Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56108
  - 20
    - Reporting anyone ? I installed CRM 3.0 on 2 different SBS 2003 premium servers and on each one of them there seems to be a problem with the reports. When showing reports they many times show no data or there seems to be sub reports I can click and then they show some information. Some of the graphics aren't ok either. Anyone experienced anything like this. And to say I had a lot of trouble with sp1 to sbs, had to add new spn to get crm 1.2 working so that I could upgrade to CRM 3.0. Anyone ? Jack Tag: Controlling Shipments/Deliveries using CRM 3.0 Tag: 56105
  - 21
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All,

I am interested if anybody has managed to use CRM to track shipments of say,
hardware, that relates to either a specific account or a specific
sub-account.

Is this possible? I am trying to create the relationship between, say, a
new entity called "Shipment" and an Account.

I will need the details of this shipment to come from an order placed under
an Account.

Hopefully, this is clear.

Dave

RE: Controlling Shipments/Deliveries using CRM 3.0 by JohnP

JohnP
Wed Mar 29 16:19:01 CST 2006

Dave,
Are you trying to set up actually shipping information (i.e. UPS tracking
#'s)? I'd be more interested in how you would do that. I was waiting for
ZFirm to update it's Omnirush to be CRM 3.0-compatible for that.
John

"Dave Harris" wrote:

> All,
>
> I am interested if anybody has managed to use CRM to track shipments of say,
> hardware, that relates to either a specific account or a specific
> sub-account.
>
> Is this possible? I am trying to create the relationship between, say, a
> new entity called "Shipment" and an Account.
>
> I will need the details of this shipment to come from an order placed under
> an Account.
>
> Hopefully, this is clear.
>
> Dave
>
>
>

Re: Controlling Shipments/Deliveries using CRM 3.0 by Dave

Dave
Fri Mar 31 07:36:47 CST 2006

No - just manual data entry that keeps track of our own system. Not
integrated with anything else.

"John P" <JohnP@discussions.microsoft.com> wrote in message
news:8E60699D-62AB-4DE3-A621-25D528A00362@microsoft.com...
> Dave,
> Are you trying to set up actually shipping information (i.e. UPS tracking
> #'s)? I'd be more interested in how you would do that. I was waiting for
> ZFirm to update it's Omnirush to be CRM 3.0-compatible for that.
> John
>
> "Dave Harris" wrote:
>
>> All,
>>
>> I am interested if anybody has managed to use CRM to track shipments of
>> say,
>> hardware, that relates to either a specific account or a specific
>> sub-account.
>>
>> Is this possible? I am trying to create the relationship between, say, a
>> new entity called "Shipment" and an Account.
>>
>> I will need the details of this shipment to come from an order placed
>> under
>> an Account.
>>
>> Hopefully, this is clear.
>>
>> Dave
>>
>>
>>