Creating Reports

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- Previous
  - 1
    - crm entities hi there hope someone can help......... SME in north west england. getting used to CRM with a small amount of it experience. Whilst tracking leads i have created fields with picklist to see where the various enquiries are comming from, i want them to carry over when the lead is converted into a contact or account. i cannot find how to do this.. is it possible without creating an individiual one on each form..........? Please help me CRM your my only hope!! Tag: Creating Reports Tag: 81535
  - 2
    - Office 2007 file extensions I have a user who is having difficulty opening files that have been exported from CRM 3.0 to Office 2007 applications. When he tries to open an XLS file in Excel 2007 he gets an error message that the file is not in the proper format. He then has to change the file extension so that he can open it. -- Thank you for the help!! Richard Page MSc. Tag: Creating Reports Tag: 81534
  - 3
    - Client License Question I was given a task to add 3 client licenses for 3 new users. Outside of the user setup like permissions I looked at the deployment manager on the CRM Host and it shows we are licensed for lets say 300 users, only using 100. I take this to mean that I don't have to actually add additional licenses and just install the client software. Any Help CRM Newbie (To call me a newbie would be nice) Tag: Creating Reports Tag: 81532
  - 4
    - Emails outside of the company are undeliverable I'm not sure when this problem started but we can send emails, via CRM 3.0, to users within the company but when we try to send them to anyone outside the company they are rejected and the message looks like this: Your message did not reach some or all of the intended recipients. Subject: test 4 CRM:00020003 Sent: 5/8/2007 2:10 PM The following recipient(s) could not be reached: username@gmail.com on 5/8/2007 2:10 PM You do not have permission to send to this recipient. For assistance, contact your system administrator. <servername.domain #5.7.1 smtp;550 5.7.1 Unable to relay for username@gmail.com> Obviously that is a test email but no matter which one of our sales reps sends an email they all get kicked back if the recipient is outside our organization. Any ideas on where to start? Tag: Creating Reports Tag: 81528
  - 5
    - Failed to Initialize Token Error Message I continuously get the following Error Message:"Failed to Initialize Token Error Message" when trying to send mail from CRM. I have tried all the resolutions from the articles in the MS knowledge base. Does anyone have any ideas on how I can fix this problem? The moment I hit send, the error message pops-up. Is there another process that I had to go to when I re-dployed CRM to exisiting databases? Thanks LTG Tag: Creating Reports Tag: 81527
  - 6
    - Adding Notes to a Case Is it possible to create an alert (email) every time a note is added to a case. We have a team of engineers that work on a project and it would help them to know if it has been updated. Tag: Creating Reports Tag: 81525
  - 7
    - Mail Merge not working When I try to do a mail merge, I get the message "a supported version of Microsoft Word is not installed or could not be obtained" Tag: Creating Reports Tag: 81524
  - 8
    - Finding Shared Accounts Can anyone suggest a method of finding all Accounts that are "shared" to a user but not owned by that user ? Thanks Ian Tag: Creating Reports Tag: 81523
  - 9
    - Audit Logging Hi, Is there anywhere within CRM that will show me all the changes that are being made to the system itself? I don't mean users updating records but the actual changes to screens, adding tabs and the like? Just an element of audit logging to show all the changes that have happened on the system. Many thanks, Tag: Creating Reports Tag: 81522
  - 10
    - Error running Small Business Edition Configuration Wizard Hello all! I have installed CRM 3.0 Small Business Edition Trial on client's SBS 2003 R2 Server. After restarting the server I tried to launch CRM SBE Configuration Wizard, but it fails. A soon as I start the wizard I get the message: ________________________________________________________ An unhandled exception ('System.InvalidOperationException') occurred in Microsoft.Crm.Sbe.Configuration.Wizard.exe [1044]. ________________________________________________________ I tried to reinstall the CRM completely and pacthed it with Update Rollup, but it didn't help. Please reply if you had the same problem or could at least give me a hint where to start looking. Environment: Windows Small Business Server 2003 R2 Premium Edition (+ all patches, except Win2k3 SP2) Internet Explorer 6.0 (+ all pacthes) SQL Server 2005 Workgroup Editon with Service Pack 1 (+ all patches from Microosft Update, but no SQL 2005 SP2) ISA Server 2004 Service Pack 3.0 Thank you in advance, Jevgenij Tag: Creating Reports Tag: 81520
  - 11
    - migrating fogbugz data to crm Has anybody done, or heard of, a migration of Fogbugz (5.0) data to MS CRM support queues (MSCRM 3)? Thanx, -Tony Tag: Creating Reports Tag: 81517
  - 12
    - Regarding record is invalid or not currently accessible When hitting send, this pop up window comes up - "The regarding record is invalid or not currently accessible. Change or remove the regarding record." What is the cause of this? Tag: Creating Reports Tag: 81513
  - 13
    - CRM 3.0 & Scheduled Reporting Hi, I have CRM 3.0 and the Scheduled Reporting component installed. I have been asked if it is possible to configure CRM to automatically email the snapshot reports. Can anybody give me any guidance with this issue? Regards Andy Humberston Tag: Creating Reports Tag: 81512
  - 14
    - CRM 3.0, Office 2003 Pro and Business Data Lookup snap-in question Hi, I have a Windows XP SP2 machine with Office 2003 Pro installed, Microsoft CRM for Outlook component. I installed BDL plugin/snap-in but the snap-in doesn't show up. I read the document and still it doesn't work. I even changed the registry key LoadBehaviour and set it to value '3'. What seems to be the problem and does anybody make this BDL work? Tag: Creating Reports Tag: 81511
  - 15
    - Access to MS CRM data by non-licensed users What is the best way for a non-licensed user to access MS CRM data? Has anyone from Microsoft ever stated that you can access the MS CRM SQL database directly with a SELECT statement and not break the licence agreement? Can anyone copy the MS CRM data into another database and access that data without a license? Can anyone use the MS CRM filtered views to either access the MS CRM database directly or to make copies of the data? Has anyone written an MS CRM add-on application that pass the certification test which directly reads MS CRM data? If the MS CRM license is only for the software, then all of the above except for the filtered views should be ok. Tag: Creating Reports Tag: 81506
  - 16
    - There is a problem communicating with the Microsoft CRM server Hi, During the installation of the CRM Outlook Client I have a problem where I cannot connect to the CRM server. I used the same address to connect CRM Server via the web browser. I then proceeded with the installation, hoping I could configure this after I've completed the installation. I couldn't find anywhere how I could configure the CRM Outlook client (Bit daft I thought or is it just me??) When I fired up Outlook I got these messages: "There is a problem communicating with the Microsoft CRM server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator." "An error occurred loading Microsoft CRM functionality. Try restarting Microsof Outlook Contact your system administrator ir errors persist." The closest I got to finding a similar problem out there was at this link: http://www.workopia.com/cgi-bin/ubb/ultimatebb.cgi?ubb=get_topic;f=11;t=000068 I wanted to know whether it's possible to connect to the CRM Server without being a member of the domain which the CRM is installed on? Thanks Steve Tag: Creating Reports Tag: 81505
  - 17
    - CRM AD group problem I first want to thank everyone on here for your solutions. This forum has a lot of useful solutions. Maybe someone can help me here... I am not a CRM Guru. I am an IT sys admin who was assigned the CRM project. Looking back, I should have done a few weeks worth of reading before getting into this. We started off with a test platform that the sales force tested for a few weeks. That was install #1. Then we got rid of that and built our production server. Install #2. Both times I used our MSDN install key for 10 users not knowing that we had a better license from our MS Partnership. updating the license was install #3. So everything is moving along slow, but moving. I am learning a lot as we go. Last week I posed a question about report not working after we moved our production SQL databases to another server. i got that working with your help. Now, some users tell me that the reports still don't work for them. Instead of getting the anonymous logon error, we are getting an error "object reference not set to an instance of an object" when we run reports from CRM. They work when run from the reporting server at http://crmserver/reports though. I found that the users that can access the reports are still under the UserGroup{guid} of a previous install. I add current users to that old group and it works fine. Is there somewhere I can change the security to point to the new UserGroup{guid}? I imagine it is somewhere in the SQL databases. both the reporting server SQL and the CRM DB SQL have ReportingGroup{guid} and SQLAccess{guid} security set for the newest install guid. I don't see the old guid in there anywhere. Any suggestions how I can fix this with a permanent solution? Adding the users to the old group is a band-aid fix if you ask me. Thanks again in advance. Tag: Creating Reports Tag: 81504
  - 18
    - There is a problem communicating with the Microsoft CRM server Hi, During the installation of the CRM Outlook Client I have a problem where I cannot connect to the CRM server. I used the same address to connect CRM Server via the web browser. I then proceeded with the installation, hoping I could configure this after I've completed the installation. I couldn't find anywhere how I could configure the CRM Outlook client (Bit daft I thought or is it just me??) When I fired up Outlook I got these messages: "There is a problem communicating with the Microsoft CRM server. The server might be unavailable. Try again later. If the problem persists, contact your system administrator." "An error occurred loading Microsoft CRM functionality. Try restarting Microsof Outlook Contact your system administrator ir errors persist." The closest I got to finding a similar problem out there was at this link: http://www.workopia.com/cgi-bin/ubb/ultimatebb.cgi?ubb=get_topic;f=11;t=000068 I wanted to know whether it's possible to connect to the CRM Server without being a member of the domain which the CRM is installed on? Thanks Steve Tag: Creating Reports Tag: 81503
  - 19
    - To get user training manual for Microsoft CRM 3.0 Hello I am implementing Microsoft CRM 3.0 for an health care company in Michigan. Right now I have experience with installation, customizing and CRM application functions for 2 years. In the future I would like to pursue my future as a Microsoft CRM consultant. Thus, I would like to get all 3 of certificates of Microsoft CRM:- Which is:- 1. Application 2. Customizing 3. Installation and Configuration The problem I have is I work for a company which I am not permanent employee, and this company is not Microsoft Partner also. So If I would like to have user manuals for preparation to take exam of above 3 courses, where can I get those manuals? Can you please suggest? Thank you very much. Amnouy J. Tag: Creating Reports Tag: 81502
  - 20
    - Changing the server license Is there a way to quickly change the server license with CRM 3.0? I installed the program with a 10 user license, but now want to use the Open License key. I tried to change the key in the SQL database, and that works except for the users. Once you change the key, it removes all the entered users in CRM. So you cannot add anyone, even the administrator. These databases and CRM package have been modified so I would like to change this on the backend if possible. Removing and reinstalling is such a pain with the reporting services and changing of the databases, I am hoping there is a quick solution. This is running on Windows 2003 and SQL 2005. Thanks. Tag: Creating Reports Tag: 81501
  - 21
    - Tasks synchronising with Outlook a/c Hi, When a new Activity has been created in the CRM ie a task, should it not appear in the Tasks of the outlook a/c as well? And vice versa? Or does the Outlook Client need to be installed in order for this to happen? Regards Steve Tag: Creating Reports Tag: 81498
  - 22
    - Regarding field data disappears from CRM Task when copying to Cale I've created a workflow rule so that a TASK is created, whenever I've made an ORDER in CRM. In Outlook, I sometimes schedule or time register by copying tasks to the Outlook Calendar, thus converting them to an Appointment in the process. Hereby, the field "Regarding" (placed just right of "Track in CRM") which refers to the ORDER from which the TASK was created, is emptied, and I have to point to the order again manually. Does someone know of a method to solve this problem? Thanks Tag: Creating Reports Tag: 81496
  - 23
    - =?Utf-8?Q?Reports_error_-_The_property_=E2=80=98nu?= Hi all, When a user including CRM Administrator tries to access any report from reporting services they get the following error: "The property 'nullable' of report parameter 'CRM_Locale' is set to false. However, the corresponding parameter (default) value is null or contains an empty string. (rsProcessingError)" There are same posts for this problem. Did anybody get some solution?? -Imran Tag: Creating Reports Tag: 81489
  - 24
    - Sample user mapping with actual users Hi all, I have installed Microsoft CRM Server. I used the Sample Database Wizard to import users into CRM. Out of the 12 sample users, I mapped 5 users to my actual users from Active Directory. But when I see users from the Settings tab, there is only CRM Administrator user. There are neither the sample users nor my actual users. Can anybody give some idea about how I can view my mapped actual users? Thanks in advance, -Imran Tag: Creating Reports Tag: 81487
  - 25
    - Making attribute a checkbox How do you make an attribute a checkbox -- donn Tag: Creating Reports Tag: 81480
- Next
  - 1
    - 2 Installation problems with CRM 3 Hi There Im having some trouble installing CRM on at test env. Setup is: 1. AD1 on a win2k server 2. AD2 on a Win2k srv. (with exchange 2000) 3. Crmsrv on a Win2003 srv. (with SQL2005) Im getting an error message when i try to install the Exch. Email router. "Setup cannot connect to the Microsoft CRM server. This might indicate that the server is down. (The request failed with HTTP status 404: Not Found.)" And if i try to install the CRM program on the crm server i get this message : Setup was unable to install Microsoft CRM Server. Setup was unable to Create the Microsoft CRM databases. Failed to run script:Replication\p_DeleteSchedule.sql. HRESULT:80040E14. Unknown error. (80040E14) I am the admin on all 3 servers. What am i doing wrong ? Tag: Creating Reports Tag: 81478
  - 2
    - Sorting by DATETIME problem Hi, My company uses this expression for date. DD-MM-YYYY However, I want to sort by YYYY-MM-DD Could someone please tell me, if there is an easy solution to this? To further explain my problem, this is how it sorts now: 01-04-2007 01-04-2008 12-08-2007 23-04-2007 24-04-2007 It should sort like this: 01-04-2007 23-04-2007 24-04-2007 12-08-2007 01-04-2008 Thank you... Tag: Creating Reports Tag: 81474
  - 3
    - Making attribute which is a picklist a primary attribute/key I have an entity with one attribute and is a picklist, I want it to be a primary attribute but it does not give me that option, it shows only nvarchar from the drop down list -- donn Tag: Creating Reports Tag: 81472
  - 4
    - =?windows-1256?B?VXJnZW50IFBsZWFzZSDIw9PR2iDm3souLiDU0d/JINPa5s/tySDIzcfMySDF4ewgzsjt0SDjx+HtIN3tIEdQ?= x+HT4cfjINrh7d/jIObRzePJIMfh4eUg5sjR38fK5S4uCuTNysfMIMXh7CDOyO3RIOPH4e0g483K 0d0g3e0gyNHkx+PMIEdyZWF0IFBsYWlucyDm4c/t5SDH4d7P0ckg2uHsCsfTys7Rx8wgx+HK3sfR 7dEgx+Hjx+HtySDmx+HFz8fR7ckgx+Hj2OHmyMkg4+TlLi7m7d3W4SDD5CDt3+bkINrRyO0uLgoK CkFzc2FsYW0gQWx5a3VtCgpXZSBuZWVkIGEgZmluYW5jaWFsIGV4cGVydCAmIGEgcHJvZmZpc3Np b25hbCBpbiBHUC1keW5hbWljIHdobyBjYW4KaGVscCB1cyBpbiBleHRyYWN0aW5nIHJlcG9ydHMg ZnJvbSwgIGFzIG5lZWRlZC4uCkl0J3MgcHJlZmVycmVkIHRvIGJlIGFyYWJpYW4K Tag: Creating Reports Tag: 81463
  - 5
    - "Advance Find" Listing columns from other entities Hi, I would like to know how could i add some columns in Advance find, so that it can be listed. Like In the advance find of Contacts, I would like to list related products for the contacts in the result. Please let me know if this is possible in CRM 3.0 Tag: Creating Reports Tag: 81462
  - 6
    - Opportunity Close Entity Hi How can you update the picklist values against the Opportunity Close Entiy. By deafult it shows Lost - Status reson of either Canceled or Out-sold. How can you add additional picklist values so the results can be segmented more? Thanks Tag: Creating Reports Tag: 81460
  - 7
    - New Entity Primary Attribute Hi When you create a new entity by default it uses the new_name as the entity primary attribute. What we would like to be able to do is to use a different field to show when the new entity form is opened. For example if you open the opportunity form it shows the Topic field in the top left hand corner. However if you remove the new_name field from the new entity form when you open that form it shows New Entity: Unknown. Any ideas? Thanks Tag: Creating Reports Tag: 81459
  - 8
    - VPN for CRM Very Slow Hi sir, We are using CRM1.2 previously, but all VPN users complaints that our CRM too slow. So we migrate to CRM3.0, upgrade ISP to 4mbps, update CRM Server Dual Xeon CPU 3.0Ghz ~ 2GB RAM, update to 1GB Cable and Switch . But now, all VPN users still complaints CRM very slow. What can i do? I have surf information at Internet and change REGEDIT, Install hotfix and increase Cache Memory. But still same results. Please help !!!! Tag: Creating Reports Tag: 81456
  - 9
    - Migrate data from Legrand CRM Hi, Can anybody tell me which is the best way to migrate data in to MS CRM from Legrand CRM (the data is also available in excel sheet format). Are there any tools available for this? Can CDF migration tool be of any help in migrating Legrand CRM data? Thanks Tag: Creating Reports Tag: 81453
  - 10
    - Search emails for word "attachment" then check if there is one The most common Outlook user error is typing a message with an alleged attachment, then forgetting the attachment! The solution is for Outlook to word search for the word "attachment" in the body of the e-mail, cross check to see if there is an attachment, then create a pop-up "Did you mean to provide an attachment?" if there is a mismatch. ---------------- 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=7ccc8f5e-597a-4804-b3ea-283dbf0ea2ff&dg=microsoft.public.crm Tag: Creating Reports Tag: 81451
  - 11
    - CRM/MOSS 2007 Business Data Catalog Hello All, Does anyone happen to have a sample Application Definition file that can be used to pull data from CRM to MOSS 2007 via the Busineess Data Catalog? Thanks! Tag: Creating Reports Tag: 81450
  - 12
    - Price lists not in Workflow We only have one price list and want to set all quotes to use that price list automatically when they are created. We can't remove Price List from the form. But Price List if not available in the "update entity" in workflow. I didn't want to use on-load jscript (partly because I can do workflows, but don't know what I'd need in the jscript). Tag: Creating Reports Tag: 81449
  - 13
    - Workflow Doesn't work (services issues?) Tested my workflow in my VPC. Worked flawlessly. Re-wrote (not imported) workflow exactly in client's server. New Workflow doesn't work. I scratched around a little and found KB article 874392 (pertains to v1.2). According to my client's IT guy, the workflow was created with the same user account as the account used installed CRM. Hmm - is that possible? The server's Security Accounts Manager is logged in as local and the MSCRMWorkflowServices is logged in as NT Authority. Any ideas of how to get Workflow service working? Thanks. Tag: Creating Reports Tag: 81447
  - 14
    - CRM3 Email from web interface trouble I see a lot of posts regarding CRM3 and sending email from the webinterface similar to: When I try to trigger a new mail from CRM, it fails with the following error. Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------- Server was unable to process request. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Web.Services.Protocols.SoapException: Server was unable to process request. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [SoapException: Server was unable to process request.] =20 System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClien= =AD tMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1495 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.EmailWebService.Send(Guid emailId, Boolean issueSend, String trackingToken) +132 Microsoft.Crm.Application.SMWrappers.Email.Send(String id, Boolean issueSend, String trackingToken) +93 Microsoft.Crm.Application.Platform.Email.Send() +83 Microsoft.Crm.Web.Activities.EmailDetailPage.Send(Object sender, DataEventArgs e) +83 =20 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 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.Activities.EmailDetailPage.ConfigureForm() +255 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I found a seemingly unlikely solution in the MS article below. My description of the problem: CRM stores a semi-colon separated list of values for the tracking prefix. Every time you change it, it appends another value to the list (there is no way through the interface to clear these values out). If you ever save the tracking prefix as blank (done in Settings --> organization settings -->System settings, e-mail tracking tab) you will end up with this problem. You have to go into the database to update the prefix manually or contact MS for the hot-fix. Microsoft's description/solution: http://support.microsoft.com/kb/910242/en-us Tag: Creating Reports Tag: 81443
  - 15
    - CRM 3.0 bulk E-mail blasts Does anyone know if there is a way to pace CRM mail router when you you do a campaign to say 4,000 email addresses. We are about ready to do our first campaign I'm wondering if the Exchnage server (SBS 2003) will be able to handle the load or get bogged down. I have applied the patch to send the e-mail to the recipients automatically. I woul like to be able to set a number of e-mails to send (say 250), then pause for 5 minutes to get them out of the system, the send another 250 and so on. Tag: Creating Reports Tag: 81442
  - 16
    - bit attribute - api I've created a custom bit attribute and I need to get the possible values a user would be able to select from through the api. For example, for a radio button with the values "Yes" or "No". I need to get the values "Yes and No". The bit attribute can be a radio button or a check box. For a picklist, i can get the data i need by accessing the PicklistAttributeMetadata. Assitance would be appreciated. Thanks..Steve Tag: Creating Reports Tag: 81441
  - 17
    - Workflow Report/Rule for Leads Is there a way to generate a rule and report from the rule that will be sent to a specified user at a set time to give them the list of Leads that have changed and what the changes are. I have done this easily in MOSS 2007 but have found it quite challenging in CRM 3.0. Thanks in advance! Tag: Creating Reports Tag: 81440
  - 18
    - Add/New User Error (80070005) Hello! I'm trying to add a new user to our Microsoft CRM 3.0 with no luck. If I try to add via the web interface i just receive a "try again/cancel" error... or speak to your admin. no numbers or codes etc. If I try to add via Deployment Manager the error reads: "User 1 (test user) failed: (80070005) - SOAP Server Application Faulted" Domain/username is correct... Any ideas? Tag: Creating Reports Tag: 81439
  - 19
    - Sending emails through CRM currently using two CRM deployments (3.0). First CRM instance is routing through exchange - second CRM server is routing through the first CRM server to send outgoing emails and keeping getting error messages: "An error has occurred. For more information, contact your system administrator." Do both servers have to route directly to exchange seperately? Tag: Creating Reports Tag: 81438
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    - CRM Report erro on SQL server web Can anyone help out with this --tya Server Error in '/Reports' Application. -------------------------------------------------------------------------------- Compilation Error Description: An error occurred during the compilation of a resource required to service this request. Please review the following specific error details and modify your source code appropriately. Compiler Error Message: CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll' could not be found Source Error: [No relevant source lines] Source File: Line: 0 Show Detailed Compiler Output: c:\windows\system32\inetsrv> "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\csc.exe" /t:library /utf8output /R:"C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\42589e8f\0075380f_0fd1c501\ReportingServicesEmailDeliveryProvider.DLL" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\362b22ae\0042c2f7_f45fc601\Microsoft.ReportingServices.Interfaces.DLL" /R:"C:\WINDOWS\assembly\GAC_64\System.Data\2.0.0.0__b77a5c561934e089\System.Data.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\7e643baa\00cf9a11_0fd1c501\ReportingServicesFileShareDeliveryProvider.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Configuration\2.0.0.0__b03f5f7f11d50a3a\System.Configuration.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\81571f77\00fe352c_f55fc601\Microsoft.ReportingServices.Diagnostics.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Web.Mobile\2.0.0.0__b03f5f7f11d50a3a\System.Web.Mobile.dll" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Web.Services\2.0.0.0__b03f5f7f11d50a3a\System.Web.Services.dll" /R:"C:\WINDOWS\assembly\GAC_64\System.EnterpriseServices\2.0.0.0__b03f5f7f11d50a3a\System.EnterpriseServices.dll" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Drawing\2.0.0.0__b03f5f7f11d50a3a\System.Drawing.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\mscorlib.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\c052edd5\00c1730a_0fd1c501\ReportingServicesNativeClient.DLL" /R:"C:\WINDOWS\assembly\GAC_64\System.Web\2.0.0.0__b03f5f7f11d50a3a\System.Web.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\d1704867\00eea40b_0fd1c501\ReportingServicesCDOInterop.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Xml\2.0.0.0__b77a5c561934e089\System.Xml.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\28b5bf05\001a843a_f55fc601\ReportingServicesWebUserInterface.DLL" /out:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.dll" /debug- /optimize+ /w:4 /nowarn:1659;1699 "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.0.cs" "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.1.cs" Microsoft (R) Visual C# 2005 Compiler version 8.00.50727.42 for Microsoft (R) Windows (R) 2005 Framework version 2.0.50727 Copyright (C) Microsoft Corporation 2001-2005. All rights reserved. error CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll' could not be found error CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System.Configuration\2.0.0.0__b03f5f7f11d50a3a\System.Configuration.dll' could not be found -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:2.0.50727.42; ASP.NET Version:2.0.50727.42 Tag: Creating Reports Tag: 81436
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    - Save & New Function for Contacts and Action Items Every time I select Save and New for either Contacts or Action on a laptop from Outlook, it generates an error. "Server Error in '/' Application. The underlying connection was closed: An unexpected error occurred on a send. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Net.WebException: The underlying connection was closed: An unexpected error occurred on a send." This is not occurring on the desktop, only on the laptop. Anyone have a suggestion? Tag: Creating Reports Tag: 81435
  - 22
    - Microsoft Dynamics representation at the Microsoft BI Conference In case you've not heard, the first ever Microsoft Business Intelligence (BI) Conference is being held in Seattle, WA this week. My team posted a blog about the event including the Microsoft Dynamics representation. Hope you will be able to check it out! http://community.microsoftdynamicslive.com/blogs/msdyncommunityteam/archive/2007/04/27/microsoft-dynamics-presense-at-the-microsoft-business-intelligence-conference.aspx -- Liz Hallen Online Community Product Manager This posting is provided "AS IS" with no warranties and confers no rights. Tag: Creating Reports Tag: 81434
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    - FORM Calculated Field I am trying to attempt a simple percentage calculation to provide our sales team for the Opportunity Entity. I have 3 fields 1. estimatedvalue (Est. Revenue)- money 2. closeprobability (Probability) - int 3. dsi_weightedrevenue (Weighted Revenue) - int I need the following calculation to populate my Weighted Revenue (int) field as a percent estimatedvalue X closeprobability = dsi_weightedrevenue I have tried the following script adding it to the OnLoad event of the form being sure to select the "Event is enabled" check box there as well. But after publishing I get nothing but a blank "dsi_weightedrevenue" field, any help? ---- var value1 = crmForm.all.estimatedvalue.DataValue; var value2 = crmForm.all.closeprobability.DataValue; var result = value1 * value 2; crmForm.all.dsi_weightedrevenue.DataValue = result; ---- Tag: Creating Reports Tag: 81432
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    - Outlook CRM from workgroup After purchasing CRM 3.0 we were told that Outlook users need to be connected to the domain to use the CRM-addons. None of our Outlook users are connected to the domain (they are all in workgroups), and we do not want them to be a part of the domain either. And they do not want to use the web-client. Is there really no way to be authenticated through Outlook and use CRM functionality? Tag: Creating Reports Tag: 81431
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    - Report Deployment I've built a SQL Reporting Service report in SQL 2005, can this be deployed to a CRM Install running SQL 2000? Tag: Creating Reports Tag: 81427

I have been investigating the different methods of creating a new report in
crm and have found a few different methods. What is the easier and time
efficient method for creating a new custom report?

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Re: Creating Reports by Scott

Scott
Tue May 08 21:30:05 CDT 2007

On May 8, 3:26 pm, Nate <N...@discussions.microsoft.com> wrote:
> I have been investigating the different methods of creating a new report in
> crm and have found a few different methods. What is the easier and time
> efficient method for creating a new custom report?

Pre-filtering the reports per the SDK is probably going to be your
best bet. You can upload them into CRM and have them appear in Forms
and Related Views without having to add a custom button or other
customizations. If you need some other type of workflow to occur
using custom code then you will want to use the custom button
approach.

Scott Moore
www.easiintl.com

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