Copy Attributes into an existing Entity

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  - 1
    - Add option to remove suffixes for cases and other entities CRM 3.0 added suffixes to many entities. We would like to have the option to remove these as we, and our customers, are accustomed to see items such as CAS-01234 and would rather not see CAS-01234-YJSEBB ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=7d82e6b1-369e-4793-8819-cf67def12edb&dg=microsoft.public.crm Tag: Copy Attributes into an existing Entity Tag: 59298
  - 2
    - CRM Problem with Outlook I just finished installing CRM on my server, I get two error messages, can someone help? The errors are: 1. An error occurred loading Microsoft CRM functionality. Try restarting Outlook. Contact your system administrator if errors persist. (THIS ERROR MESSAGE IS LISTED IN OUTLOOK WHEN I HIGHLIGHT "Mircosoft CRM" FOLDER. 2. [Event ID: 5972] An error occurred retrieving data from the Microsoft CRM server for processing Microsoft CRM-related e-mail messages. Not all CRM-related e-mail messages may be marked appropriately. Verify that the current user has appropriate permissions and server connectivity and try the action again. HR=0x80040220. Context=. Function=CEmailTagger::Run. Line=313. 3. [Event ID: 5990] An error occurred retrieving Microsoft CRM synchronization settings from the server. Restart Microsoft Outlook and try again. HR=0x80040220. Context=. Function=CAddin::HrActivateAddin. Line=595. I appreciate your feedback. -- Joe Hanlon Tag: Copy Attributes into an existing Entity Tag: 59296
  - 3
    - CRM 3 SB Edition on Windows Server Standard inside a SBS domain I'm trying to install CRM 3 on Windows Server Standard inside a SBS domain but when I typpe the license key it tells me that I can only install CRM on a Windows Small Business Server 2003 or on a computer joined to the SBS domain. The server running Windows Server Standard 2003 is already inside the domain. How can I solve this issue? Please help me Tag: Copy Attributes into an existing Entity Tag: 59293
  - 4
    - CRM dev to test to prod I am just getting started on a CRM implementation. How successfull have you been with three different environments and promotion of customization/data from dev up to produciton? Are there any tricks to promoting from one environment to another? Thanks for your help! Tag: Copy Attributes into an existing Entity Tag: 59284
  - 5
    - CRM Email Tracking and SPAM How big of a concern is the tracking GUID triggering SPAM rules on remote mail servers? We currently use CRM with tracking and have reports of users sending email that the recipient claims they never receive. At this point the claims haven't been verified, we have asked them to report specific instances so we can investigate. There are several reasons why the messages could be marked as SPAM besides the GUID, namely content. If the message is part of a campaign, then obviously the content would play a huge role in SPAM rule application. So, my question is, does anyone have concrete info on the GUID triggering SPAM filter rules? This will help in determining what level of reliance we will put into the email functionality of CRM. Thanks! Tag: Copy Attributes into an existing Entity Tag: 59279
  - 6
    - CRM 1.2 Timezone Did something change in a 1.2 hotfix regarding how dates get stored? Everything is in the Central Time Zone (-5 DST). I create a new opportunity at 1:30p this afternoon and it's createdon = 5/4/2006 13:30 (expected 18:30 UTC). In a custom date field, a select 5/4/2006 and it gets saved as 5/4/2006 0:00 (expected 5:00 UTC). I change my user to the Pacific Time Zone (-7 DST) and repeat the test. createdon = 5/4/2006 13:40 (expected 18:40 UTC) and the custom date field = 2:00 (expected 7:00). I have researched this in the past and always saw (I think) these dates getting saved as UTC. Did I miss something here? Tag: Copy Attributes into an existing Entity Tag: 59276
  - 7
    - Custom Roles We created 2 custom roles for the sales team. Their core records permissions give them full control over opportunities. However, users in one of these 2 roles try to close an opportunity they get an error that says insufficient permissions. If we add a Core Role, like VP of Sales to the user account roles, while leaving the custom role in place the users can then close opportunities without an issue. Anybody have any idea why the custom role with the same permissions as the VP of Sales would not allow users to close opportunities? Tag: Copy Attributes into an existing Entity Tag: 59271
  - 8
    - CRM Queue - Email Attachment Problem Hello, I am running CRM 3.0 with a mail enabled Queue (support@company.com). When the queue receives an email that has another email message as an attachment I lose the attached (embedded) email. Attachments seem to work ok for Office docs but not when the email contains an embedded email. I can reproduce this every time by just composing a new email to the queue in Outlook (2003) and then selecting an item to insert instead of a file (down arrow next to the paperclip). When I this email to my CRM queue the inserted email is gone. Is this a bug? Any ideas? Thank you, Shaun Tag: Copy Attributes into an existing Entity Tag: 59261
  - 9
    - Server Exception when calling crmservice Update via callout Any ideas why I get this exception? Thanks Error: ISV code threw exception: assembly: Corillian.CRM.BusinessRules.CaseBillable.HourRollup.dll; class: Corillian.CRM.BusinessRules.CaseBillable.HourRollup.CalloutComponent; entity: task, event: postupdate, exception: System.Web.Services.Protocols.SoapException: Server was unable to process request. Server stack trace: at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Corillian.CRM.BusinessRules.Base.CrmService.CrmService.Update(BusinessEntity entity) in C:\CorillianCRMSolutions\BuinessRules\Corillian.CRM.BusinessRules.Base\Web References\CrmService\Reference.cs:line 176 .... Tag: Copy Attributes into an existing Entity Tag: 59260
  - 10
    - Publish CRM to External users without the need for A VPN tunnel I would love the ability to access CRM from my Outlook Client without establishing a VPN connection. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=c33e96cd-39d4-469b-92e8-2172a5c569f2&dg=microsoft.public.crm Tag: Copy Attributes into an existing Entity Tag: 59256
  - 11
    - Product Catalog Questions Can someone please explain to me what the following fields are for when setting up a new product? -List price -Standrad Cost -Current cost Obviously one of these fields is for the sale price of the product... but which one? and what are the other fields fore? How do they affect the revenue forecasting? I bought the working with CRM Dynamics 3.0 book. However it has NOTHING about the product catalog section in it whatsoever. -Julius Tag: Copy Attributes into an existing Entity Tag: 59251
  - 12
    - Error When Closing Opportunity We have an issue where when an user attempts to close an opportunity, they get the following error: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information and where it originated in the code. System.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80040220. I had seen an earlier post that said a possible workaround was to put a valid value in the Est. field, but this workaround is useless. Does anyone have any idea of how to close these out? Our opportunity list is becoming extremely long. Thanks, Matt Tag: Copy Attributes into an existing Entity Tag: 59249
  - 13
    - Importing data from Production to Pre-Production I currently have a Pre-Production Environment of CRM on a different CRM Server, Different Database Server, Different Service Account, Different Organization Unit in Active Directory, SAME Organization Name, Exact same customizations published. I wanted to import the data from the Production Environment so that we may perform some tests against pre-prod with actual data. Is there any easy way to do this without Scribe? I tried to restore the Production MSCRM Db to the PreProd but after that, CRM will not load. Thanks, David. Tag: Copy Attributes into an existing Entity Tag: 59247
  - 14
    - CRM 3.0 Distribute Campaign Activity Error I'm trying to do a word mail merge to a marketing list which is part of a campaign. I can create the Campaign Activity (Channel is "Letter via Mail Merge"). When I click on "open word" on the "Distribute Campaign Activity" screen after having selected the type of "template" I get an error Line: 132 Char: 1 Error: Access is denied Code: 0 URL: http://<server name/_grid/cmds/dlg_canmailmerge.aspx?iObyType=4402&Total=1&sIds=<GUID>&sAction=letterviamailmerge I have system administration role, mail merge has no issues on any other screen. Has anyone seen this before? les Tag: Copy Attributes into an existing Entity Tag: 59245
  - 15
    - New Install Failure installing the email router The diag tool installed by CRM is failing when it checks SQL. I'm getting a string too short or too long error. It suggests that I can fix this by going to control panel and choosing the repair option for CRM but that is failing also. Win 2003 Server SP1 SQL 2000 standard SP4 Exchange 2003 SP2 Tag: Copy Attributes into an existing Entity Tag: 59240
  - 16
    - Workflow Question Does anyone know if it is possible to create a workflow in MSCRM V3 which does the following: Create an opportunity, if a certain field is not populated 24 hrs after creation, send an email. Simple request, but I cant see how to do this (without creating an assembly). Thanks Jo Savidge Tag: Copy Attributes into an existing Entity Tag: 59235
  - 17
    - Error When Merging Two Records Greetings! When trying to merge the contents of two records, our users get an error: "An error has occured. For more information, contact your system administrator" Which is followed by an IE Script Error: "'crmMergeForm' is undefined" At first I thought it was a permissions issue, however every one of our security roles has full rights on Merge in the Miscellaneous Privileges section. This error even affects those with administrative rights. Any suggestions? Thanks in advance. Herb Tag: Copy Attributes into an existing Entity Tag: 59232
  - 18
    - CRM Fax Service Errors My Application log is full of errors for the CRM Fax service. Any ideas how to fix this? ******ERRROR************ Event Type: Error Event Source: MSCRMFaxRouterService Event Category: None Event ID: 0 Date: 5/4/2006 Time: 5:23:24 AM User: N/A Computer: SERVER Description: Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to initialize the fax analysis module for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder)). ---> Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Copy Attributes into an existing Entity Tag: 59230
  - 19
    - Invalid Visibility Modification Access Hi, I have the same problem with CRM3.0, Invalid Visibility Modification Access Error Description: "User does not have access to modify the visibility of this item." Error Number: 0x80040213 This is the scenario: DC and Exchange on the same Server ISA Server 2000 and the CRM3.0 on the same Server. the problem would be the ISA 2000?, I did check the ports and the protocol for the smtp, and it's allowed (25) Tag: Copy Attributes into an existing Entity Tag: 59227
  - 20
    - Count items - show in view Hi, is there a way to display how much objects are in a folder behind the menuitem? An Example: There are 10 Activities associated to an account. Now I want to display these in the left Menu like "Activities (10)" or "Contacts (2)" In Outlook it shows the unread objects in a way I want to. Hope this is possible!! Tag: Copy Attributes into an existing Entity Tag: 59226
  - 21
    - Help with email responses Hi Iâ??m new to Microsoft CRM. There are no books available as far as I know (Dummies book not available until Juneâ?¦) and I was wondering if someone could help me on workflow of, firstly, the marketing section of CRM 3â?¦ This is what Iâ??ve done so far and Iâ??m unsure of how or what to do next.. I purchase 5000 records from a data agency. I manipulate headings etc so to import them into CRM I send 5000 emails and get 950 responses. The data agency sends me an excel document that lists who opened the email, and how many timesâ?¦ It doesnâ??t make much sense to go through each one, find the original lead, and link it somehow to this lead. Can I import these 950 responses and link to or update the original lead in anyway rather than manually? Any help greatly appreciatedâ?¦ al Tag: Copy Attributes into an existing Entity Tag: 59224
  - 22
    - redeploy to parent domain Hi, We have crm 1.2 running in a subdomain with the AD in the parent domain. now we want to move the crm to the parent domain. I'm using the redeployment wizard. When i try to map the users to the same user i get this massage: The specified user was found but the mapping is invalid. The new mapping was not created. I'm installing using another user than the original installation user. Is there no way to work around this? thanx a lot Tag: Copy Attributes into an existing Entity Tag: 59220
  - 23
    - Problem with accessing CRM on Small Business Server Hello, I have an issue with an instance of CRM 3.0 which I am running on a small business server 2003. When I try and access CRM using the web client it times out as it appears the w3svc is down. After I reboot the SBS the service works and I can access CRM for a couple of days before it shuts down again. I have been through the event log to no avail and the service is showing as "started" but all internet access to the server is unavailable. I can access the CRM client from the intranet without any problems and also directly on the server the problem lies with internet access to the box Any help would be appreciated -- Thanks In Advance Stu Grover Tag: Copy Attributes into an existing Entity Tag: 59218
  - 24
    - No automatic selection of telephone number When i go to workplace, and start a new activity, i select a phonecall The defalt remains on outgoing call, and i select a contact to call I checked, this (exisiting)contact has a work phone number. Why do i, after selecting my contact to call, have to fill in a phone number manually, when this number is saved to this contact in CRM already? I expected the CRM system to asdd this contacts number automaticcaly, as soon as i selected the contact... Am i missing somehting obvious? thanks, Kas Tag: Copy Attributes into an existing Entity Tag: 59214
  - 25
    - View Accounts by Team In order to facilitate the needs of a customer, I need to be able to display what accounts belong to which team. Does anyone know if this is at all possible without writing a query to SQL? -- HS Tag: Copy Attributes into an existing Entity Tag: 59213
- Next
  - 1
    - Change sorting order behavior for columns with pick list values Please change the behavior for sorting anny view for any entity to the label name instead of the value of the label. as Microsoft CRM 3.0 has a bit strange way of the sorting behavior in views for columns with pick list values When in a view (any view for any entity) When a column is a pick list field When I sort the view on the column which is a pick list field The sorting order is not by label name The sorting order is not by order in the pick list The sorting order appears to be on the value belonging to the label result looks to be un-logical ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0e03b09b-84a4-49ea-b55f-2d236748344a&dg=microsoft.public.crm Tag: Copy Attributes into an existing Entity Tag: 59212
  - 2
    - Default Unit of Measure When creating a new "Existing Product" line on a order, I select a product but its deafult unit of measure is not brought through onto the Order Product New form. Should it be? If not, is there a way to make it happen? Any help would be most appreciated. Thanks - MC Tag: Copy Attributes into an existing Entity Tag: 59211
  - 3
    - No Users Appear in the User Manager Wizard Dear All, We installed Microsoft CRM 3 onto our server pretty much OK eventually (apart from reporting Services failed) but when I go to the User Manager Wizard, I don't see any of our users listed from Active Directory. The organizational unit I entered was: OU=webtechy,DC=internal,DC=webtechy,DC=co,DC=uk But now I'm wondering if I should have selected the folder in Active Directory that hosts all our users (we're using Small Business Server). Our Active Directory structure is as follows: internal.webtechy.co.uk - Builtin - Computers - Domain Controllers - ForeighSecurityPrincipals - MyBusiness -- Computers --- SBSComputers --- SBSServers -- Distribution Groups -- Security Groups -- Users --- SBSUsers (this is where our user accounts reside) - Users - Webtechy (this is what I selected during install) -- Webtechy Any help much appreciated. Regards, Ben. -- Ben Weeks Business & IT Consultant www.webtechy.co.uk T: 08707609367 F: 08701315220 Tag: Copy Attributes into an existing Entity Tag: 59207
  - 4
    - CD for Customizing Report Hi, I want to create customize report in CRM 3.0. My SQL is under Windows 2000 SP4. According to HOL on report, it mentioned about VS.Net 2003. I have installed it, however i did not find the Business Intelligence Project > report project. Which CD should i installed?? Carrie Tag: Copy Attributes into an existing Entity Tag: 59204
  - 5
    - Quick Campaign Error 0x8004032f I created a marketinglist with contacts. All contacts have an e-mail address. At the detailwindow of the marketinglist I press the button create Quick Campaign and i choose the option E-mail via mailmerge. I choose a html template in Word en complete the mailmerge. E-mails are send and tracked in MS CRM at contactlevel. But the quickcampaign stops with the error cannot be completed (Deze/dit Snelle campagne kan niet worden uitgevoerd wegen een fout: 0x8004032f, Neem contact etc. etc.) We are using CRM 3.0 SBE NL with XP SP2 cliÃ«nt with Office 2003. Any ideas about whats going wrong? Tag: Copy Attributes into an existing Entity Tag: 59202
  - 6
    - convert lead to Opportunity Hallo to all, When we open an opportunity it requires to set the Potential Customer for it. This is a look up field and you can choose an Account or a contact. Is there a way that i can choose as a potential customer a lead? I know that the originating lead is set in the administration tab but it is not helpful there. I do not want to convert leads to contacts or accounts and then create the opportunity because we use contacts for non-customer persons, accounts for customers that we already do business with and leads are for potential customers. If there is a way please help! Thank you very much. Tag: Copy Attributes into an existing Entity Tag: 59200
  - 7
    - It should be possible to set the pricelist vaule to a default Unfortunately it is not possible to set any default values for Pricelists for Accounts or any other entities â?? and it is not possible to setup in a Workflow rule. So my sugestion is to make it possible to create a workflow rule which sets the value of the Pricelist to a default (for Accounts and any other entieties) ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=66a1afc3-0319-459f-860e-5154b68c4441&dg=microsoft.public.crm Tag: Copy Attributes into an existing Entity Tag: 59199
  - 8
    - Cannot access Settings areas I am using the MS CRM 90 day trial. I have been set up as a System Administrator and a System Customizer. However, the Settings tab does not appear and when I select Settings through the Go To task bar it has no effect. I am accessing through the web, not the Outlook client. -- Briony Tag: Copy Attributes into an existing Entity Tag: 59196
  - 9
    - Adding a bit attribute fails but adding a varchar doesn't Hi to all CRM Dudes and Dudettes, A client of mine has a small problem. They have been adding heaps of bit fields to their account entity and now its generating the general CRM Error Window. At first I thought SQL had reached it's maximum table row size, but we can still add normal varchar fields. I've turned tracing on and the error starts at this line. >EntityService.Create caught exception: System.NullReferenceException: Object reference not set to an instance of an object. Has anyone had similar issues/problems with adding bit fields or fields in general? Any help would be appreciated. Tag: Copy Attributes into an existing Entity Tag: 59181
  - 10
    - Access Error :MS CRM1.2 Users of only one business unit are facing this problem while sharing their Accounts. Following error is received. The system could not log you on. This Could be because your user record or business unit you belong to has been disabled in Microsoft CRM.For More information,Contact your system Administrator. Tag: Copy Attributes into an existing Entity Tag: 59180
  - 11
    - Advanced Find Cases Hello, I am struggling trying to create two views (Advanced Find?) for cases, I thought it would be simple but I just donâ??t see a way. If anybody can point me in the right direction I would appreciate it. Thank you, Shaun 1 â?? All Active cases for a specific customer (Account) and the contacts that have that customer as the parent account. 2 - All Active cases created over a week ago Tag: Copy Attributes into an existing Entity Tag: 59179
  - 12
    - Bulk Delete How would i go about delete 16000 Contacts/Leads from our CRM system. These records were incorrectly imported. Tag: Copy Attributes into an existing Entity Tag: 59177
  - 13
    - Outlook Contact Syncing I've noticed that a birthday entered for a contact in CRM will automatically appear on my Outlook calendar. Is there any documentation on which fields are pulled from CRM to Outlook? Is this something that we can control and/or map? Tag: Copy Attributes into an existing Entity Tag: 59176
  - 14
    - User seeing each other accounts I'm having problem where our users can randomly see each others account. There don't see to be any logic to which account are visible to others users which ones are not. I've been able to trace the problem down to invalid SecurityDescriptor in the AccountBase table, but I have no idea on how to isolate the invalid Descriptors nor do I know how to fix them. Help!! Tag: Copy Attributes into an existing Entity Tag: 59172
  - 15
    - Mass Delete I guess this is two parts... 1. I noticed that when I do a delete through the UI, the record stays and gets a deletion state code=2. At some point is there an admin function to actually clean these off of the db? 2. I have been testing the creation of Accounts through an SDK program and its working well. I have created over 26k accounts and now want to run a final clean test before running this job in a prod environment. I figure the safest way is to just set the deletionstatecode=2 through SQL. Is there any harm in just deleting them? In 99% of the accounts its just an account record. If I leave a few orphans, I'm ok with that. Tag: Copy Attributes into an existing Entity Tag: 59171
  - 16
    - Custom Entity performance issues We've created a few custom entities in our CRM 3.0 implementation. Since we've added them we've also noticed a that our CRM application server performance has degraded. What I've found, for example, is when I switch from page to page in the grid that the page loads and rolls through each record (I can actually watch it count down in the lower left of the browser) vs. doing the same thing with a system entity like accounts where it almost "snaps" to the entire next page. If you watch the performance monitor on the CRM application server and SQL server while switching from page to page you can actually watch the processor on the app server increase quite a bit, but the SQL server doesn't appear to change much, if at all. I guess my question is has anyone else noticed this, and if so what have you done to increase the performance. My intial thought was that we needed to set up some SQL jobs for indexing the custom entities, but since the SQL server doesn't seem to be affected I'm not sure that would help much. Thanks, Greg Tag: Copy Attributes into an existing Entity Tag: 59166
  - 17
    - CRM Exchange Mail Router for SBS I setup a mailbox to be used by the CRM Exchange Mail Router running on SBS 2003. The CRM mail worked fine in CRM 1.2 on this box, but now all email is being returned to our CRM users when they try to send mail. I have the CRM mailbox address set as crmmail@domainname.local. Is this not correct? Should I have it set to crmmail@domainname.com even though our .com email comes through an ISP, not through Exchange? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Copy Attributes into an existing Entity Tag: 59161
  - 18
    - Link a Product to a Contact Hi, For each product I sell I'd like to manage more info about it than just the plain-jane "Vendor" field on the Product\Description tab. I'd rather create a real Contact record, then replace the plain-jane "Vendor" field with one that holds a link to the actual Contact (relationship or picklist?). Ideally this would be 1-1. When I look through all the form customization and relationship creation screens, it is not apparent how I would do this. I never see anything that would let me directly connect two system entities. Any suggestions? Thanks in advance. Tag: Copy Attributes into an existing Entity Tag: 59149
  - 19
    - Can't reinstall laptop client we have CRM 3.0, the laptop was running the laptop client, the profile became corrupt and I reinstalled the laptop client, however I got the message that a version was on and should be removed. I have gone through the registry and removed everything from it that refers to CRM, Microsoft CRM, and Microsoft.CRM, I have also removed the desktop SQL engine along with all folders, removed all CRM folders including the CRM log found in the application data folder of the user. To no avail I still cannot install the client and I do not want to flatten this machine. help! Tag: Copy Attributes into an existing Entity Tag: 59147
  - 20
    - Export Contacts We are using CRM v3.0, I need to export the contacts to an outlook public folder. If I can't export, can I sync to a public folder address book? Tag: Copy Attributes into an existing Entity Tag: 59145
  - 21
    - Insufficient Permissions Error when Closing an Opportunity Ok, just upgraded to 3.0 last week. Admin is able to close opportunities just fine. However our sales force is unable to close an opportunity. they always get "Insufficient Permisions - The logged on user does not have the appropriate security permissions to view these records or perform the specific action...." It is in the online version as well as offline. SFO as well as web. I have checked the settings under the salesmens role and everything seems to be open enough to allow opportunities to be close. Please help!!! this is driving me nuts and slowing up our productivity. This worked fine in 1.2 only getting the problem in 3.0 now. Josh Tag: Copy Attributes into an existing Entity Tag: 59143
  - 22
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  - 23
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  - 24
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  - 25
    - Issue with oPopup errors on menus Hope someone can point me in the right direction. On Child windows (not the main window) when you move the mouse over a menu or tool bar item - the following errors appear : Line 141: _oPopup.document is null or not an object. If you use the ALT shortcuts to display the Actions menu (ALt A) the following error appears:Line 769: Object required. When you click one of the menus, the box highlights, but does not remove the highlight when the mouse moves off, and if you click the toolbars, even though they do not highlight, the functions still works. All menu functionality and tool bars works correctly on the main CRM screen, this is only happening on a few PC's, and only on windows called from the main CRM screen. (Ie a Case) I have already reset all security options and zone information so that the machines which work and do not work are identical - as well as all PC's running the same service packs and JRE's Can anyone help ? Thanks in advance Keith. Tag: Copy Attributes into an existing Entity Tag: 59132

Hi-

I would like to avoid re-entering a set of about 50 attributes that I would
need to mirror in a second Entity record. I will be populating the
information from one entity to another, but want to avoid the manual labor of
creating a second set of attirbutes if possible. Please advise if this is
possible.

--
Thanks!
Marlene Lopez
Axeus Inc
mlopez@axeus.com

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Re: Copy Attributes into an existing Entity by Matt

Matt
Thu May 04 20:48:52 CDT 2006

There is no supported way to do this. If you are comfortable editing XML,
you could manually edit the exported customization file for the entity to
add the nodes from the other entity, but you need to be careful and make
sure you add the right values and enter them completely.

--

Matt Parks
MVP - Microsoft CRM

"Marlene" <mlopez@axeus.com> wrote in message
news:71798B3B-DD18-4970-8EB8-1AD4D0470FF4@microsoft.com...
Hi-

I would like to avoid re-entering a set of about 50 attributes that I would
need to mirror in a second Entity record. I will be populating the
information from one entity to another, but want to avoid the manual labor
of
creating a second set of attirbutes if possible. Please advise if this is
possible.

--
Thanks!
Marlene Lopez
Axeus Inc
mlopez@axeus.com

Top