Custom fields from Leads promoting to Accounts

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- Previous
  - 1
    - Problem With Contacts Import Hello, I just imported my Contacts from Outlook into CRM 1.2. All imported Successfully, but my company name field dissapeared from all of my contacts. I also notice that if you create a new CRM contact there is no place to specify company name. Please Help! Now I just have a lot of names of people, but I don't know who they work for... Tag: Custom fields from Leads promoting to Accounts Tag: 34095
  - 2
    - Owner assignment problem I have issues with the way CRM cascades entity ownership to child records. Specifically, I want to be able to control what it cascades changes to. We have three sales departments which do not work in teams. An opportunity may be created by a salesperson that is not the owner. But it seems that if any change is made to the account or contact that the opportunity is linked to, then the opportunity and all of its activities get reassigned. Since I cannot turn this "feature" off, I am about to turn on a stored procedure that I have written that processes a log table populated by triggers on the opportunitybase and activitybase tables. This procedure goes through and reverts the owninguser and owningbusinessunit columns if the original owningbusinessunit is different than the one that has been recently assigned. This should work for my company because we do not have a need to assign records across departments. I did it this way since failing the update transaction would probably rollback some stuff that would break the app or the db. Below is the proc, it'll run every five minutes. Basically, I want to know: Is this a bad idea? CREATE PROCEDURE [dbo].[custom_revert_object_owner] AS declare @old_user uniqueidentifier, @old_bizunit uniqueidentifier, @objectid uniqueidentifier, @objecttypecode int /*Process Opportunities*/ declare rowset cursor for select old_owninguser, old_owningbusinessunit, objectid from custom_changed_owners_log where objecttypecode = 3 and old_owningbusinessunit in (select businessunitid from businessunitbase where [name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and old_owningbusinessunit <> new_owningbusinessunit and processed = 0 open rowset fetch next from rowset into @old_user, @old_bizunit, @objectid while @@fetch_status = 0 begin update opportunitybase set owninguser = @old_user, owningbusinessunit = @old_bizunit where opportunityid = @objectid update custom_changed_owners_log set processed = 1 where objectid = @objectid fetch next from rowset into @old_user, @old_bizunit, @objectid end close rowset deallocate rowset /* Process Activities */ declare rowset cursor for select old_owninguser, old_owningbusinessunit, objectid from custom_changed_owners_log where objecttypecode <> 3 and old_owningbusinessunit in (select businessunitid from businessunitbase where [name] in ('Sales Group 1','Sales Group 2','Sales Group 3')) and old_owningbusinessunit <> new_owningbusinessunit and processed = 0 open rowset fetch next from rowset into @old_user, @old_bizunit, @objectid while @@fetch_status = 0 begin update activitybase set owninguser = @old_user, owningbusinessunit = @old_bizunit where activityid = @objectid update custom_changed_owners_log set processed = 1 where objectid = @objectid fetch next from rowset into @old_user, @old_bizunit, @objectid end close rowset deallocate rowset GO Tag: Custom fields from Leads promoting to Accounts Tag: 34092
  - 3
    - Exchange Connector - do I need it? I know that the Exchange connector is designed to route incoming messages to CRM as activities. The question is--do I need to install the connector to get the ability to email FROM CRM?? Our client does not currently want the auto-creation of activities from incoming messages, but would like the ability to send email from inside the CRM app. Right now, when I attempt to send an email from CRM, I get an error: "Missing Microsoft CRM Key" Also: how does email work for Offline Outlook clients? Surely it doesn't cache the outgoing messages until it can sync with the main CRM system. Hopefully it would send it through the local Outlook client immediately. Thanks ! Tag: Custom fields from Leads promoting to Accounts Tag: 34088
  - 4
    - Total VPN Access for SFO Have been going through this forum and am wondering whether anyone has completely configured SFO over VPN. I'll be shortly visiting our States Sites with a view to installing SFO on their laptops. All access to our UK CRM Server will be over HighSpeed VPN Access. So has anyone installed, configured, accessed, sync'd SFO over VPN? Tag: Custom fields from Leads promoting to Accounts Tag: 34087
  - 5
    - CRM over VPN Has anyone managed to get Sales for Outlook to work over a VPN Connection. Can fully install, operate and sync when connected via VPN. But as soon as I go offline, cannot access any of the data stored locally. Keeps stating Access Denied. Anyone got any ideas? Tag: Custom fields from Leads promoting to Accounts Tag: 34072
  - 6
    - CRM, Crystal reports and Printable order; How to pull data Hi all, I have created an order form using Crystal reports. On that form I have fields for Customer's technical contact and commercial contact. In the contact DB, those are boolean fields. I am trying to pull Commercial contact's name into the COmmercial contact name field and Technical contact's name into the Technical contact name field on the order form. I have tried the following formula: if{contact.CFB_OS_Contact_Main_Commercial} then {contact.fullname} (and for the technical contact field I have used the same logic) It does not seem to work. Just a clarification, an account may have several contacts, but only one per acct should be tagged as "main commercial" What seems to be happening, is that Crystal returns several results, as many as there are contacts under that acct. How can I create a formula that Picks the right values and disregards the ones that do not fulfil the criteria? Thanks, Pete Tag: Custom fields from Leads promoting to Accounts Tag: 34064
  - 7
    - CRM and SharePoint Integration Hi everyone, I have been asked to look into the integration between SharePoint and for CRM in a medium sized firm that needs to keep track of a lot of documents for a number of locations as well as a large number of contacts. Is there a Knowledge Base Article or a White Paper on this? Would need to know what is involved, best practices for implementing and installing, etc. Thanks so much in advance! Shauna Tag: Custom fields from Leads promoting to Accounts Tag: 34062
  - 8
    - Service Unavailable The web service is running and when I try to connect to the CRM web page I get a white screen with this error: "Service Unavailable". I restart all CRM Services and nothing happen. Tag: Custom fields from Leads promoting to Accounts Tag: 34061
  - 9
    - Chrystal reports and using custom fields as a filter Iâ??ve read a comment on the problem that occurs when using custom fields as a filter for Chrystal Reports in MS CRM. This is the related post on the MS CRM newsgroup. ------------------------- or open the report and click Database - verify database to make the report aware of the new fields -- John O'Donnell Microsoft CRM MVP http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx "Stephen Redmond" <stephen_at_crm.ie@newsgroup.nospam> wrote in message news:%23W1EI%23sqEHA.896@TK2MSFTNGP12.phx.gbl... >Keng, > >You need to refresh the report's data source. Use DataBase - Set >DataSource Location and chose the same connection to replace it. > > >Stephen > >"Keng Yuen Lok" <kengyuen@nospam.newgroup> wrote in message >news:eYf4%23XsqEHA.3760@TK2MSFTNGP09.phx.gbl... > > Hi all, > > > > I've added some additional fields in Opportunity entities however in > > reporting I get the following error. > > > > "Error in formula This field name is not known.. File > > 4703807d08dee12e.rpt." > > > > That happens when I tried to add filtering using the customised fields. >Is > > this a bug? > > > > Thanks, > > Keng Yuen -------------------------------------- As we donâ??t have Crystal Reports (only Crystal Enterprise for Microsoft CRM), we canâ??t follow the steps you suggested. Is there an alternative solution? Thank you for your reply. Tag: Custom fields from Leads promoting to Accounts Tag: 34060
  - 10
    - eResources --> Get Directions in Canada Hi, Has anyone developed a fix or a work-around for the eResources --> Get Directions to work in Canada? It looks as if the MSCRM developers hard-coded the query to MapPoint to only use U.S. addresses instead of also passing the country parameter as well. It basically makes this feature useless for non-US implementations. Alan Tag: Custom fields from Leads promoting to Accounts Tag: 34056
  - 11
    - Sync Phone Calls Is it possible to sync CRM phone calls in SFO with the Outlook Calendar? In other words, can a user of SFO create a Phone Call select a time and a date, then see this scheduled phone call in the Outlook Calendar Tag: Custom fields from Leads promoting to Accounts Tag: 34053
  - 12
    - Acces denied when trying to access offline data after synchro Hi, I have XP SP2 fresh Installed on my laptop, reinstall crm for outlook with all patches, everything work fine with my crm on my server, i can acces my data with my outlook and also via the web. I do sync and it work fine also. After the sync i automaticly receive a error : Acces denied : You do not have sufficient access rights or privileges to perform this action. I go back online ans it's working online. Never able to access my offline data and getting this message each time. In the registry key i have the 00 already. My CRM security service is strated on the server. The only thing that i have to mentioned is that my laptop is not a domain computer, i'm using only the workgroup to access the files and printers. Thanks for you help Tag: Custom fields from Leads promoting to Accounts Tag: 34052
  - 13
    - CRM Server Installation Error!!! Hello, I had installed CRM Server(Demo Version from Action Pack) in a pc which has Windows 2000 Server. Active Directory, Exchange Server are in another Server(PDC) which has windows 2000 Server OS. There is a problem since i have uninstalled CRM Server, CRM Databases and Active Directory objects because of a problem during previous installation. When i try installing again CRM Server the following msg is displayed : "Setup was unable to install Microsoft CRM Server. Setup was unable to determine your account name". Also i have the following log file: [15:45:35] ===========> Starting Microsoft CRM Server setup: 2/21/2005 15:45:35 Build: 1.2.3297.0 [15:45:35] Command Line /l*v C:\\crm12svrsetup.log [15:45:35] Found Platform Major Version 5, Minor Version 0 [15:45:35] FIsWin2kRemoteSessionMappedDrive: Starting... [15:45:35] FIsWin2kRemoteSessionMappedDrive: Done: false [15:45:35] Starting Domain Admin Check [15:45:38] Domain Admin Check successful [15:45:38] Entering HrGetDefaultNamingContextPath [15:45:39] Exiting HrGetDefaultNamingContextPath Hr = 0 [15:45:39] AD native mode check successful [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/sspifilt [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/Compression [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/md5filt [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/fpexedll.dll [15:45:39] FIsASPDotNetInstalled found filter: /LM/W3SVC/Filters/ASP.NET_1.1.4322.573 [15:45:39] MDAC 2.71a check successful [15:45:39] Checking if Data Migration 1.0 is installed (product GUID: {66E960B1-907A-471f-8087-DFB72620819D})... [15:45:41] Setup was unable to determine your account name. [15:45:42] ===========> Microsoft CRM Server setup completed: 2/21/2005 15:45:42 : 0x80004005 Also i would like to mention that when i try installing CRM SERVER in the main server(PDC), NONE MSG of errors is displayed. So there is a problem with the second server. Does anyone know what exactly means the msg above?? Thanks in advance, Stelios Tag: Custom fields from Leads promoting to Accounts Tag: 34049
  - 14
    - Outbound Email Blocked Hi, One of our users has experienced the following when trying to send an email from MSCRM They were using an existing template and made some minor text changes to it. When they clicked save the following message appeared below the subject line: The email below may contain script or content that is potentially harmful and has been blocked. Unblock If Unblock is clicked then we get the following message: You are about to view a message body that might contain harmful content. Click OK to proceed or Cancel to stop. We clicked Cancel. Has anybody experienced this? If so, what does it mean? How do we get rid of this message? Thanks Lee Tag: Custom fields from Leads promoting to Accounts Tag: 34048
  - 15
    - KDC Errors stopping MS CRM Every once and then our CRM application becomes unreachable and the CRM server itself inaccessible. It seems as it simply loses contact with the domain controller, since this machine is too busy. The System log on the domain controller is packed with this Error message: Event Type: Error Event Source: KDC Event Category: None Event ID: 11 Date: 2005-02-21 Time: 10:03:12 User: N/A Computer: CRM-AD01 Description: There are multiple accounts with name host/boromir-crm.crm.agogo.se of type DS_SERVICE_PRINCIPAL_NAME. In the domain there are two accounts causing this "conflict": ldap_search_s(ld, "DC=crm,DC=agogo,DC=se", 2, "serviceprincipalname=Host/boromir-crm", attrList, 0, &msg) Result <0>: (null) Matched DNs: Getting 2 entries: >> Dn: CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se 5> objectClass: top; person; organizationalPerson; user; computer; 1> cn: BOROMIR-CRM; 1> distinguishedName: CN=BOROMIR-CRM,CN=Computers,DC=crm,DC=agogo,DC=se; 1> name: BOROMIR-CRM; 1> canonicalName: crm.agogo.se/Computers/BOROMIR-CRM; >> Dn: CN=Security Account (SU),CN=Users,DC=crm,DC=agogo,DC=se 4> objectClass: top; person; organizationalPerson; user; 1> cn: Security Account (SU); 1> description: CRM Security Account; 1> distinguishedName: CN=Security Account (SU),CN=Users,DC=crm,DC=agogo,DC=se; 1> name: Security Account (SU); 1> canonicalName: crm.agogo.se/Users/Security Account (SU); I don't quite get this..? What may have caused this "conflict", and what should we do about it? I don't want to mess up the Security Account and get locked out or something... Tag: Custom fields from Leads promoting to Accounts Tag: 34047
  - 16
    - Creating CRM Users Hi, i am having this problem whilst trying to issue the last 2 of ou licenses. I have created the rest of the users with no prblems what so ever. After going through the wizard in the deployment manager i get the following message: User 1 ( *User Name* ) failed : A parse error was encountered in the XML (80041a04) - SOAP Server Application Faulted Does anyone have any ideas as to why this is suddenly doing this?? many thanks in advance Ben Tag: Custom fields from Leads promoting to Accounts Tag: 34045
  - 17
    - SFO sync. Often people get sync. errors when going online. It's probably because things on the server change compared to the offline data. I wondered if all the changes made offline sync correctly except the ones listed in the sync error box ?? Jack Tag: Custom fields from Leads promoting to Accounts Tag: 34044
  - 18
    - Word integration How do I incorporate Word seamlessly into CRM? i.e., that I write a document in Word that automatically gets reflected against customer/event? cheers Richard Tag: Custom fields from Leads promoting to Accounts Tag: 34040
  - 19
    - Microsoft.Crm.SampleDataWizard.exe fails with this: "An error has occured: An operations error occured Please make sure Microsoft CRM is installed and running. For more information contact your system administrator." Microsoft CRM is installed and running. Any suggestions? TIA Tag: Custom fields from Leads promoting to Accounts Tag: 34039
  - 20
    - Mail-Signature in SFO Hi Group, does anyone know how to activate the automatic insertion of a mail-signature in CRM-Mails? I don't talk about creating a mail with the IE-frontend (where you have to choose a mail-template). We have one installement (my machine) where the signature is automatically inserted depending on the configuration in the Outlook-options. All other users here have to use the "Insert" menu-entry to get the footer into the mail. Thanks a lot Michael Erl Tag: Custom fields from Leads promoting to Accounts Tag: 34038
  - 21
    - Button in oppertunities I would like to have a button in oppertunities that opens a project folder, anyone who have an idea how to do this ? Jack Tag: Custom fields from Leads promoting to Accounts Tag: 34037
  - 22
    - Error 80004005 on install -- additional info I get the error message 'Unspecified error 80004005' when I try to install CRM version 1.0. CRM server is being placed on a P4 2.2GHz/510MB system that also has Exchange 2003 on it. SQL Server is on another system that is also 2.2GHZ with 512MB. They are both on the same domain. When I try to install I get the above error message and there is nothing 'new' on the SQL Server. On checking the logs for both machines I have found that the logon for SQL fails due to the use of a 'null' username. This occurs whether I use the 'localmachine' security account or specify one. I have also noticed that when I do specify an account that it successfully authenticates with SQL, but seems to fail shortly thereafter. It seems that the reason for this failure to install is due to the fact that there is a serious problem logging on to the SQL Server during installation. Another problem I see is that the EULA text is missing when I start the installation. Any ideas or suggestions? Thanks. Tag: Custom fields from Leads promoting to Accounts Tag: 34032
  - 23
    - How to display XML string returned by CRM Accountobject.retrive me Hi All, Please let me know how i can display the query results fetched from crm database into Datagrid directly. Any help is appreciated. Tag: Custom fields from Leads promoting to Accounts Tag: 34031
  - 24
    - ACCPAC, SAP integration with MSCRM 1.2 We are looking at purchasing an accounting package and would like to integrate it with CRM which we have at the moment. Has anyone done this integration with the above products? Is it worth using MSCRM or go with CRM that comes with the above prodcuts? The amount of data in the MSCRM is minimal and would not matter if it was blown away. Any feed back would be appreciated Thanks Karl Tag: Custom fields from Leads promoting to Accounts Tag: 34029
  - 25
    - Closing orders After we receive and order, we create the invoice with the create invoice button, however the order is still there as "new" or "pending". Is there any way to "close" the order as having been received? Tag: Custom fields from Leads promoting to Accounts Tag: 34026
- Next
  - 1
    - drop down boxes Hi all, Yet another question for you clever people out there. In drop down boxes is anyone aware of how many records these can have? For an application for a client we are going to need somewhere in the viscinity of 200 drop down records. Thanks, Nathan Tag: Custom fields from Leads promoting to Accounts Tag: 34024
  - 2
    - Workflow Hi all, In the workflow manager for one of our clients we have added a radio button to trigger an e-mail. How it is ment to work is, When the accounting department recieves payment for an order they change the radio button option and then "save and close" the record in order to generate (via the workflow) an e-mail to the dispatch division. So once payment is recieved dispatch get an e-mail to then package the order to be sent out. Only problem is, both at our test site and at the client site this is not generation ANY activity let alone an e-mail. Any help what so ever will be greatly appreciated. Cheers, Nathan Tag: Custom fields from Leads promoting to Accounts Tag: 34020
  - 3
    - Quotes, Orders + Invoices Hi all, During configuration of a client database we took the client through the entire sales and service process creating and closing Quotes, Invoices and Contracts. These were samples and now need to be removed. But it seems that once these records have been activated or closed they cannot be deleted. Would there be a problem deleting these records directly in the MSCRM database through the SQL Enterprise manager? Any help appreciated. Cheers, Nathan Tag: Custom fields from Leads promoting to Accounts Tag: 34016
  - 4
    - Small Business Accounting 2006 & MS CRM 1.2 Anyone know if CRM 1.2 integrates with the new MS Small Business Accounting product? Roger Tag: Custom fields from Leads promoting to Accounts Tag: 34009
  - 5
    - Connecting to CRM Web Client via Wireless Another issue I'd appreciate help with: Do you know why I have access to everything on the network in a wired Ethernet environment, however if I go wireless, I cannot connect to CRM. I do have access to Outlook and the VPN in wireless. Curious if there is some network security setting or just a glitch. It doesn't even bring up the log-in where you would input password. All network settings are the same in wired or wireless. I do have pop-up blocker on, however, I have CRM as an exception where pop-up blocker is turned off. My laptop is new and came with XP SP2. The SP2 pop-up blocker is the one I have CRM listed as exception. I had to turn this off to access CRM on the network in a wired Ethernet environment. No access problem in wired network, only in wireless. I have WEP encryption enabled. Thanks, Boolean1 Boolean1@comcast.net Tag: Custom fields from Leads promoting to Accounts Tag: 34005
  - 6
    - CRM for Outlook Client Any help on this appreciated... I had an error with Outlook awhile back where I had to remove the CRM Add In and when I go to add it back (something I've done before), it never shows the CRM toolbar and when I click on one of the CRM folders (like Accounts, etc.) it doesn't load up. Upon checking my C Drive under Program Files, it appears I still have everything on my computer with regard to the Outlook client. I even tried going on the network and doing an install again and it said it "is already installed." Any idea on how I might be able to get the Outlook version up and running again? Thanks, Boolean1 Boolean1@comcast.net Tag: Custom fields from Leads promoting to Accounts Tag: 34004
  - 7
    - import Data from Excel Hi, Does somebody have experience in importing data from excel sheets into MS CRM? Which is the best way and tools to import data from excel sheets? Like for example to have data in excel sheets which should be suited to a contact in his history and this you want to do every week. There is the Data Migration Framework and the SDK. Is maybe somebody doing something similar and can somebody suggest something or have you programmed something on your own for this? Thank a lot Tag: Custom fields from Leads promoting to Accounts Tag: 34000
  - 8
    - Import Contacts from Public Folder Is it possible to import contacts from a public folder instead of the default contacts folder? Systems are WinXP XP2, Outlook 2003 and CRM 1.2. If not is there a third party utility that will do this? Thanks Paul Tag: Custom fields from Leads promoting to Accounts Tag: 33998
  - 9
    - URGENT: Manualy exporting customization Hello, I am having a quite usual problem with the CRM Security Service (it won't start). I have tried many things and I also got support from MS but with no luck. So the next step is to reinstall the whole system from the start. Before I begin with the installation process I have to backup the current data and customization. Backing up the DBs is a quite straightforward process, but I can not export the current customization from Deployment Manager, since the Deployment Manager won't start (due to the security service problem). My question is how can I backup/export my customization WITHOUT using the Deployment Manager, in order to import it after the new installation? Thanks in advance, Sotiris Tag: Custom fields from Leads promoting to Accounts Tag: 33997
  - 10
    - CRM Development. Hello I have downloaded the AccountingTeam.exe sample custom application for CRM. I made some changes to it. when i deploy it <under Default website or CRM in IIS> i get an error message when i open CRM. Also, is it possible to test the web application from a Client machine in debug mode? How? Thanks, Maruf Tag: Custom fields from Leads promoting to Accounts Tag: 33996
  - 11
    - CRM Notes Is there a way to add additional fields to the Notes grid in CRM? It would be very helpful to see fields that show who created the note and the date it was created. Tag: Custom fields from Leads promoting to Accounts Tag: 33983
  - 12
    - CRM 1.2 Redeployment problems with Step 5, mapping users I have followed the redeployment steps very carefully but no matter how many times I try to redeploy, I fail on Step 5. Here is what I have done and my scenario. Current System with CRM Server V1.2 Installed: domain: crmdomain1.local New System that I want to install CRM on: domain: crmdomain2.local Step 1: I used the data export tool and the current system and successfully created 2 xml files with the OU, security roles, etc all intact. Step 2: took a copy of the SQL databases and followed the directions to do it how crm wants you to. Step 3: On the new crm system I installed active directory and a new domain controller (which I will call crmdomain2.local) and installed sql server Step 4: I restored copy of crm databases as statementin the implementation guide. I also created a blank crystal reports document. Steps 1 through 4 were fine, but here is where I run into trouble Step 5: I installed and ran the crm redeployment tool. In one of the steps I pointed to my 2 xml files (one is for mapping and the other is for deploying) and this was fine. When I click on install, after about 5 or 10 seconds into the installation this error occurs: "An error occurred when populating Microsoft CRM user groups. Ensure that CRM user accounts are accessible from the current domain and run the wizard again." I have no altered the user accounts and security roles in any way and I cannot figure out how to resolve this issue or find a workaround. Tag: Custom fields from Leads promoting to Accounts Tag: 33981
  - 13
    - Quick Quotes Does anyone have any experience or ideas how to implement a "quick quote" function? Obviously, the quote system works and should be used, but we have a high volume of customers that will call and ask for a verbal price on a small item that our inside sales folks don't take the time to enter with the formal quote system. It would be useful to just enter the contact, account, part number and the price. I am envisioning something quick like the activity format. Any ideas? TIA Tag: Custom fields from Leads promoting to Accounts Tag: 33980
  - 14
    - Error 8004005 on installation I'm trying to install CRM on one of our servers and get this error: Unexpected Error 8004005 (not exact text) With no other indication as to the cause of the error. This is being installed on Windows Server 2003 Enterprise. Thanks. Tag: Custom fields from Leads promoting to Accounts Tag: 33977
  - 15
    - HELP: CRM Re-installation Situation: We migrated to a new Active Directory and want to migrate the CRM Server Steps so far: 1. Back up the database and settings files 2. Uninstall CRM application 3. Run installation program ... but we get the following error on the Configure Existing Database's screen. "Microsoft CRM could not find a valid organization on the specified database. You need to have at least one organization before installing Microsoft CRM" ... Ideas? I think it's because there's no organization in the new Active Directory. So I tried to re-create the organization tree ... seems to still have no luck ideas? As a fall back .. could I not install a new CRM instance and then "restore" the databases over the new database installation? or is that too easy? Any help is much appreciated ... Tag: Custom fields from Leads promoting to Accounts Tag: 33976
  - 16
    - this record can not be deleted because it is read only hi, when i try to delete an opportunity record, i receive this error message: this record can not be deleted because it is read only". i have system administrator role but it doesn not help. how can i fix this? and is it possible to make a record read only in crm? thanks in advance orkun Tag: Custom fields from Leads promoting to Accounts Tag: 33975
  - 17
    - Reassign Fails All, When we try to reassign a contact from one user to another, we get a message that the user doesn't exist in Active Directory any more. Indeed that is the case, since we deleted the one user from active directory. We removed his license before we deleted the account, but we did not reassign any of his records. Is there a way to reassign this users records? FYI, I have tried to reassign both ways. I tried through the Contact screen to reassign, and I also tried through the Users list to reassign all and that fails too. Tag: Custom fields from Leads promoting to Accounts Tag: 33965
  - 18
    - slugs no more Hi, I have successfully been using slugs having created several new fields on the Case form and putting in the correct format for the slug in the email. I have now added a field to the Case form in order to capture some text for the resolution of a case prior to actioning resolve a case, since we cannot access resoltion schema fields using slugs. However I have created 2 different types, string and memo and when I put the &incident.CFSresolution; or &incident.CFPresol_text; in the email and Resolve a case, the damn thing doesn't work. I have put in the fields that I previously created in the same email as a test and the slugs work but I cannot get any of the new ones to work at all. Is there something I should be doing apart from "Publishing the changes on the Case form and doing iisreset on the server" that I have forgotten to do. Cheers, Cathy -- Cathy Ely API Software Glasgow Tag: Custom fields from Leads promoting to Accounts Tag: 33956
  - 19
    - Siebel backend Does the CRM still use Siebel back end? -- Geo Tag: Custom fields from Leads promoting to Accounts Tag: 33955
  - 20
    - Domain Admin privilege required to run Deployment Manager??!! We didn't have this problem on our test server, but in the production server environment, I had to be given domain admin permissions to run the CRM Deployment manager. Anything else we tried to do (local administrator, CRM system administrator, etc) it gave us a "cannot initialize snapin" error. Any ideas what could be different between these two environments?? Tag: Custom fields from Leads promoting to Accounts Tag: 33954
  - 21
    - Installation Question Can you implement MS CRM in a multi forest Active Directory structure? Tag: Custom fields from Leads promoting to Accounts Tag: 33952
  - 22
    - Millions of contacts in CRM Hi, I am concerned about the use of MSCRM in a client with a few milliion contact records (around 6 million). I know from my own experience with SQL Server that there is no problem with this database, but I wonder if there is any issu regarding the application ou the application server...? I also read the performance and sizing white papers, but the concern there is related to number of users not record number... I read a post by Jake Horn where he mentions 2 M account records in a client installation with no problem, with replication turned off ( is this just turning off replication in Enterprise Manager?) Any comments about this issues? I would really appreciate your input on this (serious) issue! Thanks a lot! Tag: Custom fields from Leads promoting to Accounts Tag: 33951
  - 23
    - Sharepoint "webparts" for mscrm What tools can I use to create "webparts" for ths sharepoint I have now got setup as an intranet, to access mscrm related info? Does it have to be Frontpage to extract info or can you do it numerous ways? I would appreciate very much any brief overviews on how to do it anyone has. Thanks Tag: Custom fields from Leads promoting to Accounts Tag: 33950
  - 24
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Is there any way to get custom fields from a lead moved into (identically
named) custom fields when you promote the lead to an account?

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Re: Custom fields from Leads promoting to Accounts by Matt

Matt
Mon Feb 21 20:25:11 CST 2005

Yes. You can add these fields to the mapping between Lead and Account in
Deployment Manager's Schema Manager utility.

Matt Parks
MVP - Microsoft CRM

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On Mon, 21 Feb 2005 17:52:40 -0600, "BradC" <bradcorbin@yahoo.com> wrote:

Is there any way to get custom fields from a lead moved into (identically
named) custom fields when you promote the lead to an account?

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