Map 2 Custom Fields from Opportunity to Quote

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- Previous
  - 1
    - offline post-callout in crm 3.0 Hi, we are using post-callouts for some custom entites in CRM 3.0. Is post-callout available in offline mode? If not, will the post-callout be fired when the user goes back online? thx Jani Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62295
  - 2
    - Migrate data from 1.2 to 3.0 Hi Can i use the data migration framework to migrate data from 1.2 SBS to 3.0 Professional after doing all the required mappings ? Is there an easier way to have data from 1.2 SBS moved to 3.0 Professional? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62294
  - 3
    - Order in Case "Customer" lookup field Aloa... Where can i change the order in the lookupfield for customer in the case entity ?? Prefered ist the Account, for us should be the contact as prefered. I don't see where i can change the order ... please help. Greetz Marcel Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62292
  - 4
    - Relationship with Acitivty Hi, I have create an custom entity of my own. I want to create a relationship with Activity where activity would be the primary entity . What i want is In my entity screen. i want to list of activites. Something like grid. and In Activites i want to show my entity which will be multiple. How can i do it. Its OK if i could just show all the activities in my entity. Regards, Shelvin. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62280
  - 5
    - share workflow rules Hi I use crm 3.0 and i need to know if i can share workflow rules with some users or teams (manual rules. For example i created 10 rules and i want 5 of them to be applied by team "a" or user "a" and the other 5 rules by team "b" or user "b".). Till now that depends on the security roles as i have seen. Does anybody knows if this is possible? thanks. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62276
  - 6
    - craete a new case with a workflow .... it's possible? I would create a new case when a new mail arrive to a queue (support for example) but I have not find a possible workflow rule. It would seem that a new case must be created only manually. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62275
  - 7
    - Configuration questions Hi all Can anyone plz answer me the following questions: - Is is possible to configure wich crm contact fields are mapped to wich outlook contact fields? If yes where can it be done? - Is it possible to configure wich lead fields are matched to wich contact or account fields when converting a lead into a contact or an account? If yes where can it be done? Thanks a lot and regards Thomas Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62274
  - 8
    - CRM, SQL and Exchange. Hi all, I am guessing that this is un-supported but I couldn't find in the IG anywhere where is says definatly one way or the other. So I thought I would ask the question just in case I am wrong. - SQL 2000, SRS, EXCHANGE 03 and CRM v3 on the one Enterprise 03 server - DC on a different server. I know that it is do-able as we have tested it sucessfully but more looking to whether it is a supported environment or not. Any insights/comments appreciated. Thanks, Nathan Warner Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62273
  - 9
    - Contract Hi there, Is it possible to change a Contract Status after it has been set to Invoiced? The reason I ask is that currently our Projects have the following status; not complete complete approved for invoicing invoiced In CRM I will use Contracts as our projects. However, we need to know the status of the Contract (i.e. if a developer has completed work on a Contract line the Contract status should be set to complete). The status will also allow me to display a report for say "All Contracts with a status of Approved for invoicing" which will allow the Accounts to write up an Invoice for the Contract. Does this seem a normal scenario or maybe there are other ways CRM provides for this functionality? ---------------- 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=45370220-09bb-4449-937a-6dfa369b035a&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62270
  - 10
    - Contract Lines and Invoices When a Contract Line is complete for a Contract and we need to bill for the Contract, what is the best practise with the Invoices system within CRM 3.0? There seems to be no relation with Contracts and Invoices? I thought that by "Invoicing" a contract it would appear in the Invoices area in CRM? Can this be a feature in the next update? ---------------- 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=be63e5d1-05c4-4ecc-88e0-ea77c0cd44b2&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62269
  - 11
    - Settings tab disapear from Admin user Hi All, we have a strange issue regarding the setting tab on the CRM UI. i am the admin user and when i login to the CRM it can see the settings tab and all other options inside, but when i install the outlook desktop client on my machine the settings tab from the web UI either disappears or does not do anything when i click on it. so if i uninstall the outlook client it starts working fine again on the web UI. anyone else ever faced this before ? any ideas what could be the problem and the resolution ? Regards Ashfaq Ali CRM & GP Consultant Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62268
  - 12
    - Incoming Email from Router Hi All, I am facing a typical CRM issue that our emails with CRM token with them are not directly reaching inside CRM, but when in outlook we click track in CRM it does. I have read and searched the newsgroup and found many answers & solutions to this issue and have tried them all (the ones i found) but still no success. following is what i have already done: (*) installed the router (*) installed and run the deployment wizard for the forwarding rule in users mailboxes. (*) have entered the CRMEmailEnabled attribute to the users exchange advance custom attributes. (*) the users setup in AD and exchange setup is all okay and was working before the CRM was setup. (*) the settings available in user preferences regarding email tracking are also marked to recv emails in CRM. as a user (the admin user) i am sending emails to dummy leads that i have created with google email accounts. i can see the token in the subject line and when i reply back i get them in my outlook and not in CRM, but when i press Track in CRM it does gets into the CRM. my questions are: (*) is there anything else to do with CRM setting or AD setting or Exchange setting ? (*) I read somewhere in the newsgroup that if the token prefix is changed from the Organization settings then this tracking issue arrises and to solve this i need to isntall the patch, could this be the problem as our prefix has changed by the boss !. (*) how can i trace where the problem is ? Regards Ashfaq Ali CRM & GP Consultant Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62267
  - 13
    - 1.2 SBS to 3.0 Prof How can i achieve this ? I have a CRM 1.2 'SBS' running and i want the complete information to be moved to a CRM 3.0 'Professional' Edition. How do i this ? - Can i upgrade 1.2 SBS directly to 3.0 Prof (if i have the appropriate licenses for Prof) If the above is not possible, - Can i upgrade 1.2 SBS to 3.0 SBS and then redeploy 3.0 SBS onto a 3.0 Prof Would there be any issues concerning licensing involved? Please advice... thank you Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62266
  - 14
    - State and status code for customize entity Hi, Last time my user wanted to capture info regarding entertainment expense associate with the opportunity. This has been accomodated by creating new entity. When the opportunity is closed either won/lost, the entertainment expense associate to that opportunity must be change also its status. I have noticed that statecode in opportunity is defined either open, won or lost. However the statecode in customize entity is either active or deactivate. Question: 1. Can the state code for customize entity be changed so the value will represent the same value as opportunity state code? how to do that? What i am thinking is that if both value in statecode are the same, maybe i can map both entities. However i am not sure also whether after mapping the change status from opportunity will be taken into expense form or not. Or any better workaround here? Carrie Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62265
  - 15
    - Workflow rule - Insert Action - Create Note issue When I create a workflow rule using Insert Action "Create Note" it executes fine, but when I come to view these in Notes, the entry line says these notes are created by me, rather than the record owner. I when open the note it shows the correct title and subject, but in the main notes view it shows my name. So it seems that the Workflow uses the Owner of the Rule (whoever created the rule) as the owner of the entity instance the rule creates. Has anyone come across this before? Am I missing something when setting up the workflow rule? Thanks Kirsten Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62257
  - 16
    - Changing or Adding Tabs in Accounts Hello, This is my first installation of MS CRM 3.0. In Accounts > Details > Information there are 4 tabs - General, Details, Administration, Notes. How do I add another tab or change the existing ones? Thank you, Ed Podowski Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62256
  - 17
    - MSCRM Merge security bug? Hi there, There is a bug with merging records unless user have a system administator role. CRM standard user is unable to MERGE records account or contact. Eventhough all their permissions and added the MERGE right to this Role etc... But they still receive a permission error when merging. is there a fix for this? thanks Kyaw Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62242
  - 18
    - CRM Fax Setup We have CRM SBE 3.0 installed and would like to use the fax integration. The fax service was not configured initially but set up after. Is there any detailed setup on how to get the two applications to talk to each other. Does the Fax Queue need an email address? Are there any white papers or links to more information on the setup or troubleshooting of this service? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62240
  - 19
    - Companies with Contacts in Outlook Hello, I have noticed that all of our contacts that get automatically put into Outlook 2003 from Microsoft CRM 3.0 don't have a company listed for them. Is there any way that we can change a setting so when the CRM puts a contact into Outlook it will also put the company we have that contact listed under? We don't have contacts out by themselves we make sure they are created under an account. Any tips would be appreciated! Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62233
  - 20
    - Adding extra data options Is there a way to customize CRM to allow for adding another heading? I would like to add a second field similar to topic and would like to call it type. Can you add extra data fileds and types in CRM 3.0? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62229
  - 21
    - Allow us to change default view in Account Activity History. In the current version of CRM (3.0) the default views of the History View cannot be changed. I would like to be able to set it to "All" not just the most recent. ---------------- 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=e1f6f131-0506-426c-9159-039c80adf9fe&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62228
  - 22
    - Error Msg: "Server Error in /Reports Application" New install of CRM 3.0 on 2003 Server. SQL 2005 also on same box. browsing to "http://localhost/reports" shows error message noted in subject line. Title box is "Parser Error" and the content says 'Could not load type MicrosoftReportingServices.UI.GlobalApp' I tried logging in as local admin and domain admin - same error. Using Sql Server Management Studio - logging into "Database Engine" is OK, but receive following error when logging into "Report Services": "Unable to connect to remote server (System)" "No connection could be made because target actively refused it (System)" .NET version is 1.1. Thanks in advance for help. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62227
  - 23
    - Dynamics CRM should let me create recurring Service Activities As a user of CRM I create client service appointments but I have to re input all the information each time the only thing that really changes for me is the description of what I am doing that day. If I am on a long term assignement or need to be at the customer for several days for similar blocks of time. ---------------- 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=d889ea73-a877-4478-8694-f703877c56ef&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62224
  - 24
    - CRM Email Router Undeliverable sub folder What is causing emails to end up in the Email Routers Undeliverable folder? I've been looking at the emails there and I can't determine why they are getting there. The emails are going to valid users, their primary email address was the one sent to. It is odd that they show up here. Many emails are processing through the system normally so it's not an account permissions problem. Is there any way to get some logging to see what is happening? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62223
  - 25
    - Assigning Accounts should not assign cases and activities Our Tech Support team manages cases. They lose track of the cases when we assign Accounts because they don't own the account. We also have many people with activities for accounts they don't own. They lose track of the activities. ---------------- 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=a8095b41-5b93-4698-83ea-c05e3112ac8b&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62221
- Next
  - 1
    - Look For should search inactive records too (or give choice) The Look For search bar only searches Active records. Even if you are already in the Inactive records area, those will not be found by the search. Today the only workaround in native CRM is to save an Advanced Search to includes inactive records. My suggestion would be a checkbox "Include Inactive records". ---------------- 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=82b1f84e-1ee2-4ded-9178-7c235145f5e2&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62218
  - 2
    - CRM 1.0 Server License I have a client that has been running CRM 1.0 and isn't sure if a server license was required back then or if they have a license for it now. Are they grandfathered in with the server license for 1.2 and 3.0? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62210
  - 3
    - Sharing a task - this does not seem possible. Does anyone know how I would go about sharing a task so someone in another business unit can see it? I do not have a More Actions option on Tasks. Saira. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62207
  - 4
    - Scheduling Overnight Service Activities Hi I have a customer where their business takes place at night. Service Activity Scheduling is to be used to schedule resources for various business activities. I have found a kba to explain how to make a resource available for overnight shifts by changing their work hours. However, now that this is done, it doesn't appear to be possible to actually schedule a service activity that spans two days. Has anybody managed this and how did you do it? Thanks in advance Oolybel Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62206
  - 5
    - Errors on Settings web page dialogs Hello, After installing CRM SBE 3.0 on a SBS2003 server, everything seems to be fine.. Clients (both laptop and desktop) can connect to the server, .. all fine While configuring the server-side I've noticed these items to produce an error: Settings \ Organization Settings \ System Settings Settings \ Organization Settings \ Fiscal Year Settings While Settings \ Organization Settings \ Auto-Numbering works fine.. In the web page dialog this message pops up: "Error: An error has occured. For more information, contact your system administrator." Any ideas or solutions? Regards, Sven Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62203
  - 6
    - Are Mappings OnLookup suppoted? Hi, everybody, I hope yo can help me... I've got following situation and problem: New Lookup on Opportunity Table "Product" having custom entity "MyProduct" as source lookup table. Default mapping to ID and Name works correctly. I've defined an additional Mapping of NVCHAR field "MyField". This custom field is available in both entities. What I need is following: If user selects a "MyProduct" withing Opportunity, should the field "MyField" (or every simillar way mapped fields) also be updated. The value of MyProducts.MyField should be copied into field Opportunity.MyField. By default, even if the mapping correctly defined, nothing happens... Have U got any suggestions? Is this possible at all? Thanx a lot and best regards Vheers Vana Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62202
  - 7
    - Crystal Reports Server XI: Logon to CMS Hi group, Not sure if this should be posted here but anyway here we go: I just installed the trial of Crystal Reports Server XI, but now after the installation I had to register and after that it ask me to logon to the CMS. I need to fill in username + password and Authentication (WindowsNT, LDAP, Enterprise). I'm not sure what to do here, I tried this with my administrator account local, Domain account, I remember I had to fill in an username and pwd at the start of the installation, tried that one aswell. I can't logon to the CMS. Anyone can help me in the right Direction? Thanks in advance. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62201
  - 8
    - Web based vs outlook CRM I am new to a company that has the CRM web based program. The main things i am needing to accomplish are: - merging contact info. for aprox. 2000 accounts into customer e-mails and fax templates This is our PRIMARY focus and goal for the inside sales group. QUESTION - CAN THIS EASILY BE ACCOMPLISHED USING THE WEB BASED VERSION OF CRM, OR DO I NEED THE OUTLOOK VERSION ?????? HELP !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62200
  - 9
    - Customize Report When Uploaded into Web Hi, I just notice. In my system, i created the customize report for product. In this report i intend to see which of the product generate the most revenue. Using .Net 2003, in the preview report, the result was the same as when i queried into DB itself. Then i uploaded the .rdl into MSCRM. Some records were missing when running the report. What's wrong?? Need help ASAP. Carrie Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62192
  - 10
    - SoapException: Server was unable to process request when using CRM over a VPN. One of my users accesses CRM over a VPN link. Intermittently he gets the above problem. The detail is: SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1495 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.TaskWebService.Update(Task task) +55 Microsoft.Crm.Application.SMWrappers.Task.OMUpdate() +42 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalUpdate(String id, String xml) +153 Microsoft.Crm.Application.SMWrappers.Task.InternalUpdate(String id, String xml) +8 Microsoft.Crm.Application.Platform.ActivityBase.InternalUpdate(String id, String xml) +20 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 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.BasicActivityPage.ConfigureForm() +196 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I can't find anything wrong with the tasks he is trying to edit. Does anyone know if the problem could be caused by e.g. a slow link? I can't think of anything else that could be causing the problem. Thanks Saira Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62191
  - 11
    - Outlook Clients - nearly 100% CPU load if crmaddin ist activated Hello everyone, after installing both clients on different machines, we always get the problem of a neary 100% CPU load if the Outlook is being started. After disabling the Outlook COM-AddIn by unchecking it in the options settings, the CPU load is normal but the CRM button won't work. So this could not be the fix.... Has somebody else this problem and any ideas to fix this? Thanks in advance... Romantischik Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62188
  - 12
    - Search within View On using the search MS CRM always searches within the view 'active <entityname>'. Wouldn't it be much more usefull if the search would be within the chosen view? Is this possible to realize? ---------------- 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=0ccd37c8-cc85-41b7-80a0-ddd6e2c1bbb9&dg=microsoft.public.crm Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62168
  - 13
    - Re-opening tasks (or other entities) Does anyone know if there is a way of doing this via the interface. I have looked and cannot find one. Sometimes we have people closing tasks incorrectly and it would be nice to be able to click a button to re-open them, but before I write this, I want to make sure I've not missed something. Thanks Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62167
  - 14
    - Excel Export - Dynamic Pivot table missing data This is a bit hard to explain, but here goes... I did an export from CRM (Excel Dynamic pivot table). It seems that all of the data is there. I drag account name to the far left then the state filed right next to that and I get the account name next to the Address1 State. So far so good. The problem is when I drag the state to the horizontal axis. I get the list of states across the top. But there should be a "1" in the column for the correct state directly across from the account name. There is no data at all in these columns. Any thoughts. I have used Pivot tables in the past (not exported from CRM) with out an issue. Larry Should appear like this (I think) - ie: ACCOUNT CA WA ID WY Joes bar and grill 1 Slate quarry 1 Fred's Tavern 1 Wilma's Auto dealership 1 Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62166
  - 15
    - Moving CRM server to new server I am running CRM 3.0 on a dedicate server. The database and Reporting server on running on another server (sql 2005) I am having a hard drive space problem, and want to move my CRM server to another server. Is there a best pratice guide that will show me the steps? Regards JP Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62164
  - 16
    - follow up phone calls and My Phone Call view The My Phone Call view is very helpful as it lists the contact to be called in the Recipient column and the phone number in the Phone Number column. However, these two columns do not popluate if you use the Follow Up feature. Example use case: I click on an item in the My Phone Call view opening up the Phone Call screen to enter notes, create a new Phone Call Follow Up, and then close out the current call. Assume the original Phone Call was scheduled from a Contact. The Receipient column does not update with the Contact name and the phone Call column was not populate with the Contact's phone number. Does anyone know how to fix this? Thanks, Paul Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62152
  - 17
    - SRS to Word Document Hi CRMers, Does anyone know of any application to export SRS Reports to Word? Many thanks in advance. Cheers, Dixon Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62149
  - 18
    - CRM Web I am hoping that someone can help me. I have installed Microsoft CRM on a small business server. The url to the website is http://crmweb when I enter the URL, I get a DNS error, Cannot find server or DNS Error. I checked dns and also checked IIS. It all looks good, I am not sure what I did wrong. Any help would be much appreciated. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62134
  - 19
    - remote access to crm disclaimer: limited knowledge of IIS issues. We use SBS, with Exchange Server and CRM 3. I can access Exchange remotely with a web browser, by logging into a secure (https) connection to our site. But this shows only the standard Exchange, not the CRM-enabled version. What do i need to set up in order to have CRM accessible in the same manner? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62125
  - 20
    - I dont understand campaigns???? So Im new to CRM and trying to learn how my users are going to use this, I tried making a new marketing campaign. Now on the marketing tab I select campaign. Since theyre are no campaigns currently I select NEW. I name the campaign, set status to ready to launch and save and close the campaign. Now going back into the campaign I have more options I can choose, so I select campaign activities and make an email (not mail merged) activity. Enter the subject of the email activity and the body of the activity. Now I go into the marketing part of the activity and add my marketing list to it. I save and close this activity. Finally I add some sales literature to my activity and save it. In my workplace there is now a "campaign activity" there. I open it and distribute the campaign activities. This is where it gets confusing. It bring up another email section lookign for a subject and body. I thought I already did this???? So I enter the subjects again and hit distribute. The emails as new activities now with the status as DRAFT. I can send these but the subject is different and there is no sales material attached. I can attach them all individually but that makes no sense to me. What is going on here???? I can get the emails out but no attachments, 2 different subjects etc. How do you work this thing? Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62121
  - 21
    - Database name and OU Name in CRM 3.0 In CRM 1.2, the active directory OU and the Database name must have the same name. For instance, if our OU is called "McKinzie Inc", then our Database name will be "McKinzie_Inc_MSCRM". Is this still true for CRM 3.0 ? It would save us quite a bit of work if we would be able to have an OU of say "McKinzie CRM" use a database by the name "McKinzie_Inc_MSCRM". Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62120
  - 22
    - CRM Login Issues I am having a problem that when I open the crm website (http://crm:5555) I get automaticall logged in under the domain administrator account even though I am logged in to my client computer under my domain user account. If I go to the FQDN of our CRM server (http://crm.mydomain.com:5555) it prompts me for credentials and then I can log in under my user account. I believe CRM uses integrated authenication and I cannot figure out how the domain administrator credentials are being used. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62119
  - 23
    - CRM 3.0 installation failed on reporting services installation last step CRM 3.0 installation failed again at last step of installing reporting services. it only says unexpected error occured and error code is 25616. is there a recommended way of CRm 3.0 install? i meant to say that is it preffered to install reporting service seperatly ??? now what i should do with the installation? should i need to prepare the machine again for re-installation? this installation is not helpful as it did not tell any detail error and it says every thing ok on Pre req verification. Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62116
  - 24
    - CRM email router requires Outlook Express components... Hi, Just thought I'd pass on our success story with CRM-Exchange integration. We've been experiencing nothing but headaches with the Exchange Router configuration in the past week. We were not able to send emails from CRM and/or Web interface. What we had determine was that Outlook Express needs to be installed on the CRM servers. We are running CRM 3.0 on 2003 servers. However, by default, our servers are setup without Outlook Express components. Tons and tons of logs were passed back and forth to Microsoft BS. We decided to test by installing OE components and this finally resolved our issue. So, if you are having issues with sending emails through CRM, make sure you check OE to see if it is installed. This was a crucial factor in the implementation. Microsoft should make a note of this as it would help us greatly. Who would've thought to enable OE on servers right? Good luck...and pass this onto others! Tag: Map 2 Custom Fields from Opportunity to Quote Tag: 62113
  - 25
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Hi,

I have created 2 new fields in opportunityproduct and created the same
fields in quotedetail. Is it possible to configure crm 3.0 that when a
quote is created from an opportunity, that the values of these fields
appear in the corresponding fields in quotedetail?

Can someone help me?

Thanks
Roland

Re: Map 2 Custom Fields from Opportunity to Quote by Jeffry

Jeffry
Tue Jun 13 08:59:08 CDT 2006

Take a look at this knowledge base article:
http://support.microsoft.com/kb/914921/en-us

HTH,

--
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--
"Roland" <hochzeit-lindecke@web.de> wrote in message
news:1150203846.876927.137980@c74g2000cwc.googlegroups.com...
> Hi,
>
> I have created 2 new fields in opportunityproduct and created the same
> fields in quotedetail. Is it possible to configure crm 3.0 that when a
> quote is created from an opportunity, that the values of these fields
> appear in the corresponding fields in quotedetail?
>
> Can someone help me?
>
> Thanks
> Roland
>

Re: Map 2 Custom Fields from Opportunity to Quote by Roland

Roland
Mon Jun 19 03:33:42 CDT 2006

Thanks, that was just what I was looking for!
Jeffry van de Vuurst wrote:
> Take a look at this knowledge base article:
> http://support.microsoft.com/kb/914921/en-us
>
> HTH,
>
> --
> Jeffry van de Vuurst
> CWR Mobility
> www.cwrmobility.com
> --
> "Roland" <hochzeit-lindecke@web.de> wrote in message
> news:1150203846.876927.137980@c74g2000cwc.googlegroups.com...
> > Hi,
> >
> > I have created 2 new fields in opportunityproduct and created the same
> > fields in quotedetail. Is it possible to configure crm 3.0 that when a
> > quote is created from an opportunity, that the values of these fields
> > appear in the corresponding fields in quotedetail?
> >
> > Can someone help me?
> >
> > Thanks
> > Roland
> >