Create checkbox form on CRM

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- Previous
  - 1
    - Manually converting a lead to a contact... Does anyone here know the processes involved in manually converting a Lead into a contact? How does the internal "Convert Lead" system work? What we've come up with is: 1) Qualify the Lead 2) Manually create the Account & Master Account (if applicable) 3) Manually create the Contact 4) Associate the Lead to the Contact Does this sound about right, and has anyone done this yet? Thanks! David Tag: Create checkbox form on CRM Tag: 20937
  - 2
    - Error on COM register (Post callout) Hi, I already read something like my problem here but I don't find the solution. When I try register my post callout dll with the Component Wizard I get this message: "One or more do not contain components or type libraries. These files cannot be installed." I follow the msdn article step by step... Can somebody help me? Thank you for pay attention. []'s Vinícius Pitta Lima de Araújo Tag: Create checkbox form on CRM Tag: 20936
  - 3
    - http://crmserver browser failure Hi, Whenever I try to gain access to the CRM server via http://crmserver thru my machine's web browser, the browser magically just closes and disappears. I can access http://crmserver on other machines (W2K, XP) running IE 6 with SP1a. I have an XP machine with all the latest updates, IE 6 w/ SP1a etc... I'ver tried W2K machines; some have failed with the same problem as above and other work fine. I'm trying to narrow down the cause but can't seem to pinpoint it. Can somone point me in the right direction. Thanks, RF Tag: Create checkbox form on CRM Tag: 20932
  - 4
    - automatic sharing Hello! I've discovered that when I create a new opportunity under an account, that opportunity will be shared automatically with the owner of the account. Is it possible to stop this behavior? Thanks in advance! Tag: Create checkbox form on CRM Tag: 20930
  - 5
    - when trying to access CRM i get "0x80040E4D"-Error hello board, i had a working installation of ms-crm 1.2 on a windows 2000 server (sp4), with ms-sql 2000 (sp3). all was fine. now i have updated this server to windows 2003. after the update i could not access the ms-crm-webiste anymore. i get http://server/_common/error/errorhandler.aspx?errNum=0x80040E4D displayed. when i search at google (groups) i found this anwer from this board: >This error tends to indicate that the SQL authentication is failing. One >suggestion I've seen is to add NT AUTHORITY\NETWORK SERVICE login access to >the DB and give it SA rights. I don't know if this will work or not. and there my problem begins ... when i try to add this user (in the enterprise manager of sql 2000) i make a lookup in the active directory, but could not find this account, because it is an internal account (built in). who knows how to handle it or how to solve this "0x80040E4D"-Error. thanks in advance Jan Tag: Create checkbox form on CRM Tag: 20927
  - 6
    - Incoming mail to crm activity. Where does it go? I have installed the email router on our Exchange server. Now I am able to sen outgoing mails from CRM that gets a guid to it. But when i reply to the mail I cant find the mail in any activity. No error messages what so ever. When we try to send a mail to a user in CRM and promote it to a crm activity it does not appear anywhere either. Exchange server is the only email server in the org. Could someone lead us to the right track? thanx Øyvind Tag: Create checkbox form on CRM Tag: 20923
  - 7
    - Multiple products? I am getting ready to deploy several Microsoft solutions onto two servers and am wondering if anyone has any thoughts on where each product should go, what order I should deploy stuff, and any special considerations you may have. The two servers are both dual Xeon 2.8 processors with 2 GB of RAM. The solutions are: SharePoint Portal Server 2003 CRM Server Project Server Exchange Server SQL Server Great Plains (Hopefully 8.0, possibly 7.5) BizTalk Tag: Create checkbox form on CRM Tag: 20921
  - 8
    - Price List Inheritance? Could you help me find a way to make Contacts' "Price List" field value to be set by inheritance from his/her Parent Account's "Price List " value? Thanks Peter Lynch Tag: Create checkbox form on CRM Tag: 20917
  - 9
    - Go Offline Specifications Hi there! I am trying to find a document referring to different scenarios of working offline and their specifications (bytes transfered, estimated time of synchronization, connection types etc). Can you help me? Propose a Microsoft or external source for this? Thanks in advance. Elena Tag: Create checkbox form on CRM Tag: 20910
  - 10
    - Method not Allowed after security updates Hello, I have had an application that was inserting Leads into my CRM 1.2 from web, using SOAP. After installing the 3 available updates last friday, and one security update from Crystal Decisions, this application cannot even authenticate to the CRM system. The error happens right after the WhoAmI method from the 1.2 SDK: User.WhoAmI() at test.Class1.Main(String[] args) in c:\\projects\\updatecrm\\test\\class1.cs:line 45 The user can log at the CRM web site fine. After the WhoAmI method fails, i get this error message: The root cause of subsequent exceptions: System.Net.WebException: The request failed with HTTP status 405: Method Not Allowed. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadRe sponse (SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke (String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.Biz. Thank you for any support. Tag: Create checkbox form on CRM Tag: 20909
  - 11
    - View Problems - Column Heading Text Not Displaying Hi, We've got an installation of MS CRM 1.2 which is mostly working correctly however we have a proplem with the column header text not displaying in views when viewing the lists of accounts/contacts/leads etc.. The headers are there but without any text and if we click on one to sort the list by that column, the following error is given: Line: 134 Char: 2 Error: 'style' is null or not an object Code: 0 URL: http://crmserver/_grid/behaviours/grid.htc Also, when we try to create a custom view and click on 'add fields' we get the following error: Line: 126 Char: 5 Error: Object Required Code: 0 URL: http://crmserver/tools/vieweditor/dialogs/addcolumns.aspx Do you want to continue running scripts on this page: Yes/No Everything else seems to be working fine, if anyone knows how to fix these problems then any help would be much appreciated. Thanks, Steve Tag: Create checkbox form on CRM Tag: 20908
  - 12
    - How to delete some sample CRM Data I created some test data as Quota, Order, Product. And now CRM doesn't allow me to delete some of them because of they became read only data. Is there any way to delete active or closed quota, Order etc, and products that in used? If I delete the user account who is own the records that I want to delete, what happened? Any help appreciated. Tag: Create checkbox form on CRM Tag: 20907
  - 13
    - CRM NO Access I installed crm on sbs2003. I cannot access the crm server. I have tried two servers. Sql 2000 sp3a installed all updated. I am informed that I many not have rights to change licenses. Help! Tag: Create checkbox form on CRM Tag: 20906
  - 14
    - CRM AD Integration Hello, we are about to test CRM in our organistaion and have noticed the requirements for a domain admin account. Does CRM change the AD sturucture in any way when you install? Many thanks for your assistance Tag: Create checkbox form on CRM Tag: 20898
  - 15
    - ASP Model We had a requirement to implement MS CRM 1.2 as Application Service Provider (ASP Model). Is this possible or not? What is the limitation of that? And can we install CRM and map it for many domains and exchange server? Tag: Create checkbox form on CRM Tag: 20897
  - 16
    - Sorry for multiple postings! I received an error while posting a question so I tried again and again, only to find out later that despite the errors my questions were posted... Tag: Create checkbox form on CRM Tag: 20895
  - 17
    - workflow activity error Hi there! One of my users cannot mark Complete an activity when it is assigned to him through a workflow and not directly. Another one cannot delete an email from a queue, although he can see or accept it. Can you help me work out these two problems? For the first one I have tried to give him even CEO privileges and still it is not working... Thanks for the help, Elena Tag: Create checkbox form on CRM Tag: 20894
  - 18
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Create checkbox form on CRM Tag: 20893
  - 19
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Create checkbox form on CRM Tag: 20892
  - 20
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Create checkbox form on CRM Tag: 20891
  - 21
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Create checkbox form on CRM Tag: 20890
  - 22
    - SDK basics Could anyone provide me some basic concepts on how SDK customization is done? I'd like to take small steps learnig it.. maybe a simple "Hello World" Tab attached to a contact (CRM Object) would do.. any help would be welcome,, thanks =) Tag: Create checkbox form on CRM Tag: 20889
  - 23
    - strange error on one of the quotes we get an error saying: Unexcepted Error event log: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception from HRESULT: 0x80040216. Error Message: Exception from HRESULT: 0x80040216. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) any idea why this happens? Tag: Create checkbox form on CRM Tag: 20888
  - 24
    - Inviting other users to an appointment When we create a new appointment in CRM, and invite other users also in crm, they don't get meeting invitiations. If we open the appointment in Outlook, we see the organizers name "First Last" and then the other users in the form "domainname\user1", and no free busy information is available. Their "Domain Logon Name", is set to "domainname\username", should it have been just "username"? Thanks, Len Ott Tag: Create checkbox form on CRM Tag: 20883
  - 25
    - Removing Picklist Values I understand that removal (deletion) of picklist values in CRM has a number of "gotchas" that you need to be cognizant of as you plan to perform this task. I have not found any documentation that purports to contain any of the aforementioned problems and I am a bit concerned that I am going to miss something. I really need to get rid of some values that are not as "valuable" as they were communicated during implementation planning. Can anyone give me some pointers on what to look out for or perhaps point me to some documentation that would do the same? Thanks in advance. Tag: Create checkbox form on CRM Tag: 20882
- Next
  - 1
    - Hotmail on entourage I want to put my hotmail account on entourage how do I do it? Tag: Create checkbox form on CRM Tag: 20881
  - 2
    - Active Directory and Exchange Can I have Active Directory and exchange on the same server and CRM on a seperate server. Or do I need AD and exchange on seperate servers. Tag: Create checkbox form on CRM Tag: 20876
  - 3
    - CRM DATA (removal) I have imported the data using Scribe, but not everything was linked correctly, does anyone know of a way to blow the data without reinstalling CRM. I have 400+ records and i dont want to manually delete them. James Tag: Create checkbox form on CRM Tag: 20875
  - 4
    - Export to Excel Hi All Has anyone removed the Export to Excel and/ or Print buttons on the default grid views? Thanks Steve Tag: Create checkbox form on CRM Tag: 20874
  - 5
    - Resolving KDC error... which SPN do I remove??? Hi all. Using the LDAP tool I have found that my domain controller and my admin account have two matching Service Prinicipal Names. HOST/COMPUTER NAME Host/COMPUTER NAME.mydomain.com Everything that I have read tells me to delete the duplicate SPN. How do I know which item to remove the duplicate from? Do I remove it from the Domain Controller or the Admin account? Thanks for any help! Hank Tag: Create checkbox form on CRM Tag: 20871
  - 6
    - Customization Tracking We have multiple Sys Admins on our CRM installization. Is there any way to determine, within the application or otherwise, who initialized a customization? We seem to have a problem with too many cooks spoiling the broth and I need to get to the bottom of the problem. Thanks in advance. Tag: Create checkbox form on CRM Tag: 20865
  - 7
    - View Dropdown Order This may seem very simplistic, but it is bugging the pants off of me. Is there any way to sequence the dropdown order of the views from CRM objects? For instance, when I am looking at Leads, I have three custom views on top of the standard views. There is a particular sequence that makes sense if I could only get them to appear that way in the drop-down. Anybody have any ideas? Am I just missing something simple? Please enlighten me if you can. Thanks, Erik Tag: Create checkbox form on CRM Tag: 20864
  - 8
    - salesforce for outlook and message types Is there any way to make this support other message types besides IPM.Note? Is there a registry hack of something, need to do this for a custom integration...any ideas would be helpful... Tag: Create checkbox form on CRM Tag: 20863
  - 9
    - Update Object in Workflow Does anyone know if an update object action within a workflow rule gets processed before the next step of a rule? For instance, I would like to have the update object action run, and then the next step requires retrieving data from that updated field. Tag: Create checkbox form on CRM Tag: 20860
  - 10
    - DB Table blocked when trying to open some quotes During the use of MsCRM 1.2, it happens that some Quotes do not succeed to open. While some quote are opened regularly, others cant be opened and generate CRM's timeout error. Analyzing the database, I saw that occurs table blocks and some processes jam. The blocked tables are: - productbase - quotedetailbase - systemuserbase - uombase Meanwhile trying to view these blocked quotes with report, it works with no problems. Any idea? Massimiliano Tag: Create checkbox form on CRM Tag: 20859
  - 11
    - Organization ID We are trying to create a customer self-serve support website that displays Knowledge Base articles and allows the customer to open their on incidences. Many of the functions provided ask for an Orgainzation ID. After much digging in the SDK, I found that this is the GUID of the organization unit in Active Directory. I found 3 that could be possibilities, but none of them seem to work. I don't get an exception, just no returned data. Here is the code that I'm trying to work with: try { //Response.Write ("in try"); Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // Valid Organization ID //string strOrgId = "{25f7267a- 01e5-1e40-a44a-488083de3f2e}"; //string strOrgId = "{e0d82420- bb1a-c744-8973-2483a141d598}"; string strOrgId = "{0827d00f-66bd- 074c-91fc-ffe053adf788}"; uint state = Microsoft.Crm.Platform.Types.KBARTICLE_STATE.KBAS_DRAFT; // Set up the columns that you want to retrieve string strColumnSetXml = "<columnset>"; strColumnSetXml += "<column>title</column>"; strColumnSetXml += "<column>description</column>"; strColumnSetXml += "</columnset>"; // Retrieve the articles string strArticlesXml = article.RetrieveByState (userAuth, strOrgId, state, strColumnSetXml); Response.Write("strArticlesXml=" +strArticlesXml); } catch (System.Web.Services.Protocols.SoapException err) { Response.Write ("In Catch 1"); // Process the platform error here strErrorMsg = ("ErrorMessage1: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source); Response.Write(strErrorMsg); } catch (Exception err) { Response.Write("In Catch 2"); // Process other errors here strErrorMsg = ("ErrorMessage2: " + err.Message ); Response.Write(strErrorMsg); } Tag: Create checkbox form on CRM Tag: 20857
  - 12
    - Mixed Mode Hello, Our client had NT domain controller & 2000 domain controller (Mixed Mode). Is there any way to install MS CRM v 1.2 without convert the domain to native mode? Regards, Tag: Create checkbox form on CRM Tag: 20851
  - 13
    - How do I add a form to a new navbar item? Hi, I've added a new Navbar button to the Opportunity form (isv.config). But how do I add a form (with tabs etc.,with same style look-and-feel) to this screen like the standaard forms you see when you click a navbar button? Thanks! Tag: Create checkbox form on CRM Tag: 20849
  - 14
    - Help With CRM Features Hello All.... I am cinsidering purchasing CRM for my Win2003 Server. But have a few questions... Do I need exchange to access the CRM Software.... (in that case, would it be easier to but a SBS 2003 server, add it to my domain, and then install the CRM on that) Also, can I fax out of CRM. Our business is quite small, but Faxing is quite important. Can I fax and recieve faxes using CRM, or is that a Win2003 thing? (also can I share the fax for multiple users?) Responses much appreciated... Thanks, Dekkar Tag: Create checkbox form on CRM Tag: 20837
  - 15
    - Different price lists for product in quote, order or invoice Is there any way to customize CRM to allow you to select a price list for every each product line in quote, order and invoice? We need this because we have different software product groups with different pricing (like the number of transactions). Below is a scenario: For example let's say we have: Product 1 has prices A (for 10 transactions)and B (for 10-20 transactions) and C (for more than 20) Product 2 has prices D (for 50 transactions)and E (for more than 50) We want to create a quote containing Product 1 with C price and product 2 with D price. Thank you, Adil Tag: Create checkbox form on CRM Tag: 20836
  - 16
    - Notify Team Hi, is there some way to notify a particular team that their assistance is required for a case?. An option we thought of was using a the Assigning the Case to a queue, but using that would transfer the ownership. If we just share the case, is there a way to email members of a team about the case? Thanks Tag: Create checkbox form on CRM Tag: 20834
  - 17
    - New Objects Hi, is it pssible to create new tables and link them to existing MSCRM objects?.. like Contact/Account. Will it also then be possible to make them appear as a view? Thanks =) Tag: Create checkbox form on CRM Tag: 20827
  - 18
    - Cant change crystal reports admin password When we try to run the CrystalAdmin.exe tool and change the crystal password we receive the follow error message: 'Unable to change password. Error returned is: Your license key is invalid or has expired. If you received a temporary license key by purchasing another crystal product, you must register Crystal Reports Enterprise to receive your permanent license key.' Most other aspects of CRM are working fine, except this and the fact that we get the infamous 'Crystal Reports Logon Error'. All the Crystal Reports services are running fine including the APS. When attempting to access the reports the event log has this error: Event ID 2: Error: Unable to access crystal. check to see if you have enough licenses: unable to log into crystal: Check to see if you have enough licenses: Unable to communicate with crystallogon.csp. This CRM was installed on a clean Win 2K3 web server. Sql server is running on another server. We have a full version of Crystal available but have not installed it. Will installing it rectify this problem? Thanks, Mike Tag: Create checkbox form on CRM Tag: 20824
  - 19
    - need help pls - post callouts sdk In the SDK for 1.2 PostCallouts-Sample SQL module the sample code is as follows: -- Insert Subscriber (Sample Module) insert into Subscriber(SubscriberId, CLSIDorProgId, Name, Description) values (@subscriberid, N'{F4233E5B-17DC-4661-9ABC-6707A9F99215}', N'My Sample Callout Module', N''). 1: Do I leave the N's in ? 2: Where did the {F4233E5B... ClassId that identifies the handler come from - how can I get this? Sorry if these are basic questions I have been reading sdk for several days. Tag: Create checkbox form on CRM Tag: 20823
  - 20
    - SFO - Online Mode only? Is there a way to set up Sale For Outlook to avoid the single user restriction? We want the Outlook integration, but have no need for offline working. (so no need for local SQL desktop version) Supported or unsupported methods considered. Any ideas if such a facility is in the roadmap for future CRM releases? TIA Peter Tag: Create checkbox form on CRM Tag: 20821
  - 21
    - need help in SDK i am working on web page that will insert leads in the crm systems to call any class i need the UserId , from where i can get it ? bizuser.whoamI retrieves it but for the logged user and i am not logged the page is on another pc and not logged in the ActiveD of the CRM . Any Help Please Tag: Create checkbox form on CRM Tag: 20814
  - 22
    - Deleted User in AD and Added back in Another deleted AD user problem. Only this time it's a little different. 1. deleted user from AD without removing lic from CRM. 2. added user back to AD with same logon username. 3. removed MSCRM lic key from that user, and tried to add it back in which it would do... error "the selected object could not be found...." Anyone got any ideas on how to resolve this issue and maintain the relationships with all the object in the MSCRM database? THANKS! Tag: Create checkbox form on CRM Tag: 20810
  - 23
    - A Crystal Reports job failed because a free license could not be obtained .... Hi, We installed a web app with some Crystal Reports 9 for VS.Net reports on our crm server.(we had to use .Net crystal for this release as we havent planned Crystal Enterprise 10 which supports mixed reports for this release of our app.) I copied crdb_ado.dll, msvcp60.dll and other required things on CRM server. Now, when I try to open any .Net crystal reports, it gives me this warning and reports doesn't run.(My existing crm crystal reports work fine) "A Crystal Reports job failed because a free license could not be obtained in the time allocated. More licenses can be purchased direct from Crystal Decisions or through the Crystal Decisions Online Store." I read that we need to set the licence key in license.msm merge module in web setup for deploying VS.NET app crystal reports. But I am not sure if this will work...since license key may conflict with the existing crystal enterprise of crm. So I wanted to know if there is any workaround to resolve this license issue of .NEt crystal reports without affecting my existing crystal enterprise on crm. Thanks in advance, Nans Tag: Create checkbox form on CRM Tag: 20809
  - 24
    - Automating the conversion of a lead to a contact I need to build a CRM add-in that will automate the conversion of a Lead to a Contact and assign a specific Salesperson as the owner. Any recommendations on the best way to approach this? Thanks! David Tag: Create checkbox form on CRM Tag: 20808
  - 25
    - Mail Merge I am trying to set up a universal file of CRM mail merge templates. Attempting to set-up a shared folder on server, then route all local users to this folder via vpn. Has anyone else done this? I would like to delete all other standard Word templates to clean it up, but cannot see to do this. Any tips or experience would be helpful. Tom Tag: Create checkbox form on CRM Tag: 20807

Does anyone know of a way to create checkboxes using CRM?
I have clients who practice law in many different fields
and I want to create a Lead form that would allow me to
check off all that are applicable. A pulldown list is
impossible due to the mathematical combinations that
could exist.

Re: Create checkbox form on CRM by Gary

Gary
Tue Jun 22 18:42:18 CDT 2004

Well, why not use a Boolean field? Thats logically the same as a
checkbox.......

-Gary

"Bill" <anonymous@discussions.microsoft.com> wrote in message
news:2044301c458a3$f3c9d1e0$a001280a@phx.gbl...
> Does anyone know of a way to create checkboxes using CRM?
> I have clients who practice law in many different fields
> and I want to create a Lead form that would allow me to
> check off all that are applicable. A pulldown list is
> impossible due to the mathematical combinations that
> could exist.

Re: Create checkbox form on CRM by Peter

Peter
Wed Jun 23 03:22:37 CDT 2004

If you mean multi-select picklist, this is not a feature of CRM in current
version. There are ISV add-ins that can do it, such a Powertrak Core from
www.axonom.com, or you can wait until a later version of CRM

Peter Lynch

"Bill" <anonymous@discussions.microsoft.com> wrote in message
news:2044301c458a3$f3c9d1e0$a001280a@phx.gbl...
> Does anyone know of a way to create checkboxes using CRM?
> I have clients who practice law in many different fields
> and I want to create a Lead form that would allow me to
> check off all that are applicable. A pulldown list is
> impossible due to the mathematical combinations that
> could exist.