Custom report from menu

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- Previous
  - 1
    - Crystal Installed on CRM Server Hi, What happen if by mistake we install Crystal report on the CRM server? Can we just uninstall an re-install on another machine? It could be cause more problem? Thanks, Sylvie Tag: Custom report from menu Tag: 26602
  - 2
    - Security of CRM 1.2 onwards Is it fair to say that from 1.2 product onwards it is indicated as RECOMMENDED to expose the CRM application to the internet or not? Or should you ONLY access the website via a VPN and NOT from a website exposed to the world wide web? Does 1.2 onwards have any issues with SSL? -- Tony Foster GoldMine Support Consultant FrontRange Certified Professional Microsoft Business Solutions CRM v1.2 Certified Applications Professional Microsoft Business Solutions CRM v1.2 Installation & Configuration Certified Professional PROFITA BUSINESS CONSULTING: Aligning Strategy, Processes, People and CRM Systems for Business Success. GoldMine Certified Solution Partner. www.profita.co.uk Tag: Custom report from menu Tag: 26599
  - 3
    - MSCRM Mobile I have managed to get CRM Mobile 1.2 up and working on a ViewSonic PPC2003 V37 (had to upgrade the BIOS). Actually it came with VS.NET 2003 FOC :o) Heres my install checklist Certifcates - OK Connection - OK CRM Mob Services - OK PDS fits Mob spec requirements - OK Deployment - all OK Anyway my question is, why can't I see any data no matter how many times I sync in the cradle? It says its syncing stuff but doesn't show anything yet. I bet its subsription settings isnt it ? -- Tony Foster GoldMine Support Consultant FrontRange Certified Professional Microsoft Business Solutions CRM v1.2 Certified Applications Professional Microsoft Business Solutions CRM v1.2 Installation & Configuration Certified Professional PROFITA BUSINESS CONSULTING: Aligning Strategy, Processes, People and CRM Systems for Business Success. GoldMine Certified Solution Partner. www.profita.co.uk Tag: Custom report from menu Tag: 26598
  - 4
    - Modifying Activities associated view I have tried the unsuported fix involving: http://crmserver/tools/viewEditor/viewManager.aspx?id= 00000000-0000-0000-00AA-000010001899 The view opens fine but I am unable to save as is or make changes... I get the message "the Item Id is invalid." Please help Tag: Custom report from menu Tag: 26594
  - 5
    - data structure of knowledge base I need to find the actual data for the knowledge base but when I open the SQL server database and look at the KBarticlebase table about a third of the data I need is there. The articleXML table holds some of the data in XML tags but most of the entries here say <Longtext> . Does CRM store the rest in an XML file or am I overlooking them? Thanks Tag: Custom report from menu Tag: 26590
  - 6
    - Pickuplist type values from db Hi, I created a custom field of type Pickuplist using Schema Manager, publish it and add it in an Account record type form. Question: How can I make its values loaded from another table (custom table in SQL Server database) instead of using the Values tab in the Form customization manually? Is it possible to load the values for this custom field dynamically? Please help. Tag: Custom report from menu Tag: 26588
  - 7
    - SFO can't go offline. Hi, I have sync problem or offline problem with Sales with Outlook. My CRM production environments are built by the following: CRM Server: Windows 2003 English + CRM Server 1.2 English SQL Server: Windows 2000 English + SQL 2000 Server English Client: Windows XP Pro English + Outlook 2003 English + CRM Sales for Outlook English When I click the "go offline" button from the CRM toolbar in outlook I got this error message "Unknown error. Please try again later. If the problem persists contact the system administrator". My SFO are working fine with all the function, Lead, Contacts and etc.. In fact, I have applied the MS CRM 1.2 Outlook Enhancement hotfix to my system, but still can't help. I´ve read KBA 831190 from Microsoft describes this problem in CRM 1.0, and it says there that this issue is already solved in CRM 1.2. Do you have any idea on this issue? Regards, Sanly Tag: Custom report from menu Tag: 26586
  - 8
    - isv.config customization Hi, I have been experimenting with the isv.config file to create links to external websites etc but have a couple of queries. Is it possible to create buttons in the isv.config file to link to various areas of CRM. For example to create a button in the Case window called "Resolve" which would link straight to the Resolve case window, or a button that would allow me to create a phone call with in a case with one click? Another quick question while I'm here: Ive changed the layout of some of the forms in CRM successfully but is it possible to customize the Resolve Case form? Any help with these issues would be greatly appreciated. Thanks, Ed Barrett Tag: Custom report from menu Tag: 26585
  - 9
    - Restricting Leads View Hi all, I have this requirement to filter leads. Eg. Salesman A is able to see Leads from with annual revenue of less than $500000 while Salesman B is able to see other Leads. How can this be done? Is it by assigning salesman to teams in customisation? Thanks, Keng Yuen Tag: Custom report from menu Tag: 26582
  - 10
    - Install Error - Microsoft XML Core Services not installed We have two Windows Server 2003 machines. ServerAD is a Windows Server 2003 Enterprise Domain Controller with Exchange Server 2003 SP1 installed. ServerCRM is a Widows Server 2003 Enterprise Member Server with Server SQL Server 2000 SP3 and Microsoft CRM 1.2 installed. When trying to installing the Microsoft CRM-Exchange E-Mail Router on ServerAD I get the message "Setup has detected that Microsoft XML Core Services (MSXML) 4.0 SP2 is not installed. Setup cannot continue. Install MSXML 4.0 SP2 and try running setup again." I have met all the requirements listed in the Implementation Guide, page 191, Prerequisite Checklist.I checked ServerCRM Add/Remove Programs and it shows, MSXML 4.0 SP2 Parser and SDK program is installed. The ServerCRM machine also has ACT! 2005 Premium installed. It is a .Net program that installs its own instance of SQL Server. I also have Symantec Client Security 2.0 Server install on this machine also. Any help would be appreciated, Dave D. Tag: Custom report from menu Tag: 26581
  - 11
    - Products and Units Hello! I want to add an Product ( this Product has an standard unit) to an quotation. I open add product --> select the product --> then have to select an unit!?!?! Why? I have allready selected a standard unit for the product ! Is there a way so that he tooks the standard unit as default value for the unit-field!! Thanks Ternek Christian Tag: Custom report from menu Tag: 26580
  - 12
    - Add attachment at email template Hi, Could we add attachment at email template? Thanks. Tag: Custom report from menu Tag: 26579
  - 13
    - Syncing Mobile CRM on the internet Hi Everyone, Ive got a curly question. I am currently testing the capabilities of CRM mobile, and we are wanting to allow remote syncing of data when a person is off site, the same way activesync does for exchange. Now I've got it to work. (Sort of) The big issue is with a split DNS. Internally, when the pocket pc is in the cradle, Initially I couldnt get it to sync with the CRM server ( internally seen as abc.mycompany.com which maps to an internal ip via internal DNS) I had to add *.mycompany.com as a work url exception to get it to work.. Thats all well and good, but now when I am offsite, and connect to the internet via GPRS connection, and open Mobile CRM on the pocket pc and try to sync, it doesnt work. (it keeps popping up with Connection unavailablePlease retry ect, but I can hear lots of data going back and forth, and it does actually send changes, just doesnt receive new ones) If I then go into the work url exceptions, and remove the setting, it will then sync properly, with no "Network unavailable please retry" type errors! I've fiddled with the connection settings, but have not found a solution. Anyone here have any advice? Thanks, Cameron Tag: Custom report from menu Tag: 26576
  - 14
    - Error - CRM Setup could not validate SQL Server I am trying to do a reinstall of CRM 1.2 onto an SBS2k3 box. In the uninstall of CRM I left the databases intact as I will be reconnecting the new CRM 1.2 installation to the existing data. When I try the install, I get an error saying : Microsoft CRM Setup could not validate this instance of SQL Server at the "Select SQL Server" screen. I have selected the SQL server from the list (which is local to the machine) and have "Connect to existing databases" (though I get the same error if I select "create new databases"). I saw the previous thread about SQL requiring a reinstall if you have changed domain functional level, however, I wouldn't think that this would apply here, as this was not necessasry - CRM / SQL had been working before this on the machine. any help would be great, thanks Tag: Custom report from menu Tag: 26573
  - 15
    - Install Problem I have CRM 1.2 and have a server dedicated for this application. I have made the server a DC running Server 2003. I have installed SQL Express. When I try to run the install, I get the error saying that SETUP COULD NOT OPEN A SESSION TO THE INSTANCE OF THE SQL SERVER. This is a brand new install of both the server and SQL. Any help would be greatly appreciated. Tag: Custom report from menu Tag: 26570
  - 16
    - Access Security does not work Hello, We are are on CRM 1.2. The security settings don't seem to work fully. For example, I have setup a security role called "Field Sales". One of the access rights is to be able to read only user's own records for accounts and quotes. The icon with only one "pie" on it. But neither seem to be working because users are able to see every account and every quote out there. But if I revoke read access fully, it seems to stop them from seeing quotes and accounts, this is in-line with the documentation. The moment I switch on the read only for user's own records everything is visible to them. There are no teams setup in the system. What is the issue here. I seem to have this issue in both Test as well as Production servers. Thanks Ramesh Tag: Custom report from menu Tag: 26569
  - 17
    - SFO Error when adding account/contact - but it is added Hi - I've recently added a new user to our CRM system and she is using SFO. When she creates and saves a new contact or account she gets the general message "an error occored, please contact your system administrator" Here is the error message from the client's machine Event Viewer: Source: Microsoft CRM Category: None Event ID: 2 Description: MSCRM Platform Error Report -------------------------------------------------------------------------------------------------------- Error: The form required to view this message cannot be displayed. Contact your administrator. Error Message: The form required to view this message cannot be displayed. Contact your administrator. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. The kicker is that even though she gets this error message, the account or contact is saved. She is running Outlook 2003, SFO 1.2 on MS Windows 2000 SP 4 Also, it was working fine for her yesteday. Any help/ideas would be much appriciated. Thanks, Lawrence Tag: Custom report from menu Tag: 26565
  - 18
    - Sort order of activities We track a lot of activities. It is really frustating that I can't seem to figure out how to add a date column to the Activities screen of an Opprotunity. Of course, I can add a date field to the Opprotunity Manger where all of my opprotunities are listed. But I have not figured out how to change the Activity screen once inside the Opprotunity. -Jason Tag: Custom report from menu Tag: 26555
  - 19
    - How to invoke parameter-driven report from Invoice form? I have a parameter-driven report. The parameter is an invoice id. By this parameter i filter data. The problem is, that report should be invoked from Invoice form and I don't know how to pass Invoice ID to report. Please, help me! Tag: Custom report from menu Tag: 26552
  - 20
    - Windows open off the screen I have a mix of computers, all XP and all them when working with CRM, the windows open up and are half-way off the screen. Everytime you open a window in CRM you have to readjust it. Has anyone else experienced this? -Jason Beckett Tag: Custom report from menu Tag: 26550
  - 21
    - Websense or Sonicwall and CRM Slowness Just wanting to see if anyone has encountered issues with Websense or Sonicwall slowing down CRM access. We had CRM running fine for a client with Websense and a Sonicwall firewall at one of their locations, but we had to reinstall Websense on their local server (CRM is on a remote server on their WAN). Now a number of the users have painfully slow CRM connections. Some of them it takes 4 minutes to load CRM, and trying to work in it is useless. Has anyone seen anything similar? Any tips for my tech guys as they troubleshoot it??? Thanks in advance! -- Matt Wittemann Tag: Custom report from menu Tag: 26544
  - 22
    - Email Router failure plan? Is there anything that can be done to help this issue? If exchange and CRM lose connection it seems that the email router will just fail. There is no retry or anything. CRM never gets the email. Am I missing something?> Tag: Custom report from menu Tag: 26542
  - 23
    - Lead Viewed - ICON change ? Is there any functionality or way to change the icon to differentiate between leads that have allready been viewed. for example .. when a user opens Leads screen .. and it shows leads this week. if the user opens a lead and closes it. how does he know if he has allready opened it before, vs its a new unopened lead. thanks Tag: Custom report from menu Tag: 26535
  - 24
    - SQL server problem Customer just installed Sophos Anti Virus software on their SBS 2003 server that was running CRM, and now there is a problem with the SFO clients. The Sophos software installs a SQL svr instance. Is there any way of connecting the SFO clients to find the default crm sql svr instance on the server. When I try to run the server sql instance from the client sql svr manager, I get an "access denied" error - presumably because it is unable to cope with the second sql svr instance on the server. I recommended the Sophos to the customer - so don't want to have to now uninstall it. Is there any workaround.... any help would be appreciated. thx, Frank Tag: Custom report from menu Tag: 26533
  - 25
    - webparts Is it posible to publish CRM information via webparts in a sharepoint intranet? Tag: Custom report from menu Tag: 26530
- Next
  - 1
    - User logon/logout determination We're looking to create a service to automatically assign users to cases. However, we'd like to assign them only to user who are logged into the CRM system. How can we determine if the user is logged into the system or not? As always any help is greatly appreciated. Tag: Custom report from menu Tag: 26527
  - 2
    - Custom Menu - Opening a url and passing field on current form I want to create a button on Oppurtunity Form that opens a url and passes current user as part of the query string. I am able to create the button using isv.config file. Someone had earlier posted code below regarding a similar scenario. 1. they didnt say where to place the htm file. i have saved it in root of crm server...wwwroot when i try to open the url, it gives an error ... 'windows.opener.crmForm' is null or not an object. Does any one know how to fix this ? OR know where to place the htm file so it know what crmForm is ... OR A different way to open a url .. and pass a value from a field on current form. Thanks You won't be able to actually pass values up to the window you pop from CRM, only the OTC and ID get passed in the QueryString. If you don't want to do this by calling the platform, here's how you do it all client-side code. Just paste this code into an HTM file and call it from the isv.config: <html> <head> <script language="javascript"> function window.onload() { oForm = window.opener.crmForm; sCity = oForm.address1_city.value; sState = oForm.address1_stateorprovince.value; sZip = oForm.address1_postalcode.value; window.navigate("http://www.mapquest.com/maps/map.adp? city=" + sCity + "&state=" + sState + "&zipcode=" + sZip); } </script> </head> </html> Tag: Custom report from menu Tag: 26526
  - 3
    - Question about Status Reason field I am looking into what the Status Reason field is used for in relation to the Account object. There are two default values, Active and Inactive. I want to add values so that when an Account is inactive, we can state the reason that is inactive. I can add values to the Inactive state without a problem, but then how do I choose any of the values that I defined since when an account is Inactive, I cannot edit any of the fields? I can define a default value, but that again is of no use, because I can't change it. This seems to be a bug or oversight on the part of the CRM developers. Tag: Custom report from menu Tag: 26521
  - 4
    - Queue problem and incoming email directed at crm I have CRM setup in a test domain fine mostly but asides from replies from SFO to a test account, I dont think all aspects of email routing is fine - but the email router must be least part working in order to be able to store CRM history and email out. I could be wrong on this! I can send emails from CRM to the test account ( not a crm user, but has been setup against a account/contact) and they show in the contact activity history. I can see the replies on the CRM test user in SFO (so they get as far as the account used by CRM), but they do not show in CRM against activity for contact. If I promote to CRM it responds that a duplicate MIGHT exist. I believe this should not be necessary anyway?? Surely you should not need SFO in order to promote emails into CRM - but I have seen solution 860941. Per (857239) I have checked that I can reach the site on the email server that should be verification that router install was succesful. It actually brings up a kind of XML format on the browser. The only thing I can think is, that at the MOMENT for lack of IP problems, I have had to configure CRM on 8080. I know this is a problem with the fact generally CRM has been designed as the default web site originally and will want to put it back eventually. Maybe I should test with it back. I have certainly found that MSCRM Mobile doesn't like it one bit. Similarly I have a test queue I have setup to the letter and that does not show either, I can create cases in CRM and assign to the queue - but cannot get emails sent from a test "non" crm user account into the queue. (A test queue user, disabled account, crmemailenabled, and with nominated self mailbox rights etc). Of course I am using an email test customer that exists in the contacts area. I am seeing the same problem as the "replies" aspect so no doubt it comes under the same bracket of problem. Maybe its the port aspect. I was wondering whether the "convert all emails" option as opposed to just those applying to crm contacts might have effect - but how could that for the queue problem since it's pretty much a user setting I believe. I wonder if anyone can shed any light on what the "server end" config bit is here, as either the manual forgot to mention it clearly or I just can't remember. I have certified in MSCRM apps pro and installation course but I'm still finding it a bit much at the moment and need to refresh having just studied and passed the install course (somewhat flushed what I had learnt about apps). Maybe its just something about this test domain configuration which will iron out when its reinstalled live on a production Exchange Server? Thanks Tag: Custom report from menu Tag: 26515
  - 5
    - Backing up and Restoring Database Hi, I wish to test and enter data, create users, teams etc.... I have backed up all 4 databases. Is it possible to restore them at a later date, and the system would start at the same blank level? Thanks Jazz Tag: Custom report from menu Tag: 26512
  - 6
    - Transfering Data from one Server to Another Hi, We have a test CRM server running, and we have been using it for a while to see how we like it. Now it turns out people would like to keep the data and have it run on our production server. Is there a way to transfer the data from the test server to the production server? Matt Tag: Custom report from menu Tag: 26509
  - 7
    - Sort Views Names Is possible sort the views names? I want to show the views names alphabetical sorted on picklist. Thank you for pay attention. []'s Vinícius Pitta Lima de Araújo Tag: Custom report from menu Tag: 26503
  - 8
    - Removing standard Buttons in Tool Bar Hi. Is there an (unsupported but effective) way to remove standard buttons in Toolbar (ie the "Send E-mail" button in Account Form") Sebastiano. Tag: Custom report from menu Tag: 26495
  - 9
    - Error Importing Contacts from Outlook Contacts in CRM Hi! We have a problem importing contacts from Outlook to CRM. After selection of the import-folder and starting the process, a message appears: "Systemerror while Importing data. Import-Assistent will be closed" The real german message is "Systemfehler beim Importieren der Daten. Der Import-Assistent wird jetzt beendet." System-Configuration: Server 2: Server2000 and SQL 2000 with latest Service-Packs and Windows-Updates. CRM 1.2 is installed. Server 1: Server 2000 an Exchange 2000 with latest Service-Packs and Windows-Updates. Exchange-Mail-Router is installed Workstations: Windows XP SP2 and Office XP with latest Service-Packs and Windows-Update. The Update for Workstations with XP SP2 are installed on Server 2 and the workstations. Thanks for your support Holger Tag: Custom report from menu Tag: 26493
  - 10
    - Outlook Contacts When you install CRM Sales for Outlook all of the existing Contacts are added to your Outlook Contacts. However, unless you then add all new Contacts through the Outlook client, the Outlook Contact list does not stay up to date. We have users who add contacts through the browser interface, and I need these to flow through into Outlook (and thence into my PDA). Is it possible to re-sync the CRM Contacts into Outlook? Tag: Custom report from menu Tag: 26487
  - 11
    - Importing CRM Contacts in Outlook Hello, We are using CRM 1.2. Our salesperson are using the CRM client for Outlook. They need to import their contact in Outlook to synchronize with their PDA. Is their a possibility to import only their contact and all contacts? I saw that we can limit this access to the Business Unit. But they are all in the same BU. Thanks for your answer, Gilles Tag: Custom report from menu Tag: 26486
  - 12
    - SFO Problem Hello, I'm getting "An error occured while installing Microsoft CRM folders" message when opening Outlook. I've tried : 1-Remove addin and reregister it -Do not work 2-Remove SFO and MSDE and reinstall SFO-Do not work 3-Remove Office 2003 and reinstall Office 2003-Do not work How can I check which condition causes error? Is there any log file that i can check? I do not want to reinstall OS but I couldn't found any solution. Thanks, Tag: Custom report from menu Tag: 26484
  - 13
    - Automatic printing with or without a workflow process can it be done? Hi Guys, I don't know if i'm asking this in the right place but here goes; I'm an admin seting up Microsoft CRM 1.2 and I want to know if there is any way that i print out some basic details on to a label printer when I create a case, heres the senerio we are an IT company and when small jobs come into the repair shop i want to create the case in in Microsoft CRM 1.2 which will then in turn automaticly print out the case no. along with customer name and contact phone number in plain text to a printer, this label can then be stuck to the PC being repaired also i want the work flow process to send an email to the mobile phone number listed in the contact record and add @sms tis will then send a text message to the customers mobile when the job is complete. So anyone habe any pointers? it doesn't have to be workflow process that does this but that seams the obvious way at the moment but i anyone had a better idea? Thanks Stuart Tag: Custom report from menu Tag: 26475
  - 14
    - SFO missing from VPC images???? Hi all, I have just successfully installed the VPC demo images for the server and the client. Everything works great except that the SFO add in is missing from Outlook on the client install. I have added the crmaddin.dll and verified that the CRM folder is there under c:/programs...I am loggin in as the Gail Walker user that the install doc says has SFO installed and nothing...any ideas? Thanks in advance. Tag: Custom report from menu Tag: 26469
  - 15
    - CRM Time Stamp problem Hi I am having a problem with the timestamp in CRM. When a new case is created ,the CreatedOn time is 4hrs and a few seconds ahead of my system time. Anyone has any idea, please do let me know as to what is to be done to set the correct time for case creation. Thanks in advance Neena Tag: Custom report from menu Tag: 26468
  - 16
    - security issue I have it set up so that each department is set up under their own business unit - all are children of one parent unit. My sales reps are only allowed to see what they own or what is shared with them. My Customer Service are allowed to see everything. I need it to be set up so that everyone is allowed to share/assign with everyone. However, when I click on either option I'm only given those that are part of that particular business unit. How do I set it up so that when I click on share/assign...every user is listed? Thanks, Jen Tag: Custom report from menu Tag: 26467
  - 17
    - Adding a CRM contact from Outlook toolbar For some reason, the CRM Contact button on the toolbar in Outlook is not working. All other buttons work, I seem to be able to create emails, appointments and tasks but I cannot create a contact. Any ideas? Thanks! Krista Tag: Custom report from menu Tag: 26466
  - 18
    - Microsoft releases Reporting Services Reporting Pack for MS CRM A press release was issued announcing several new reporting packs for Reporting Services. Included in them is one for MS CRM v1.2. Press Release: http://biz.yahoo.com/prnews/040929/sfw052_1.html Download location: http://www.microsoft.com/sql/reporting/downloads/default.asp Matt Parks MVP - Microsoft CRM Tag: Custom report from menu Tag: 26461
  - 19
    - Failed to download XSL template files from Web Helo, my name is Marcos Weber, and i modified some forms of CRM version 1.2 (portuguese BR version) and when trying to publish these forms using the appropriate tool occurs the following error after selecting forms and the Server to publish. ***Error*** Failed to download XSL template files from Web Server Which the problem? Debtor for the aid. Tag: Custom report from menu Tag: 26458
  - 20
    - Outlook CRM Plug-in and service manager I am not sure how to do this, but I would assume it can be accomplished...I would like for the user installs of MSCRM Outlook plug-in for the SQL Service Manager to default to the SQL server upon logging onto that machine. Right now the the service manager waits for user intervention for what SQL server to connect to. Anyone know of how to "save" this connection for each user? Tag: Custom report from menu Tag: 26456
  - 21
    - Stolen Machine Our office was burglarized last night, and one tower was stolen. It had Office 2003 and Windows XP on it, which we purchased. If we were to get another machine, would there be a way to use the license we purchased from MS on the new machine. I have the Office Product Code and CD, but the label for XP Pro was on the tower. I have the CDs. Is there anyway Microsoft helps us out on this? Thanks. Brian Tag: Custom report from menu Tag: 26453
  - 22
    - Creating Invoices from Cases I can't seem to figure out how we can create an invoice for the time spent on each case without having a contract. I would like to bill on a per case basis. Can this work? Please help. Tag: Custom report from menu Tag: 26452
  - 23
    - Viewing group calendars in CRM I was wondering if it is possible to view other employees' activities and appointments in MS CRM? I know this feature is available in Outlook 2002 and higher through group schedules but I have a client running Outlook 2000 wanting this cabability. Tag: Custom report from menu Tag: 26443
  - 24
    - CRM Server components for Outlook I am able to use IE for CRM. I would now like to install CRM for Outlook. During the installation, I am asked for the CRM server, I type in the server but the program says it can not find the CRM server components. Any suggestions? Tag: Custom report from menu Tag: 26442
  - 25
    - Import/publish customizations programmatically (for picklist updating, e.g.)? While you can query picklist values with CRMCustomization's RetrievePicklist method, there is no corresponding "setter" method or any other supported way to update those values programmatically. Mainly, I think, this is because picklists are contained in form XSL and thus must be published before taking effect. I can deal with that. I'm still seeking a programmatic solution, unsupported though it may be. The idea actually applies more generally than to just picklists: programmatically publishing customizations. But my immediate need is to periodically -- and automatically -- update picklists in CRM from sources maintained externally. During configuration for our customers we often apply the technique of manually editing (very carefully!) the customizations XML and then importing/publishing that, especially for long picklists and/or those that appear in multiple forms (e.g., state and country picklists to replace the standard text fields). My complete programmatic solution would incorporate this: 1) export customizations, 2) modify the customizations XML, then 3) import/publish those customizations. Obviously, step 3 is the major hurdle. Anyone with an angle on this? Thanks, Chris Rogers Customer Effective, Inc. Tag: Custom report from menu Tag: 26441

Hi,

It is possible to call a custom crystal report from a
menu custom button in isv.config? Could I call the
Crystal Web Viewer with report name and guid parameters?

Thanks,
Sylvie

Top

Re: Custom report from menu by John

John
Mon Oct 04 22:02:12 CDT 2004

if you hit-control N then run a report you will see the URL it uses to
launch. You can add this to the isv.config to run the report directly.

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx

"Sylvie" <anonymous@discussions.microsoft.com> wrote in message
news:0a0c01c4a7ce$ef299d80$a501280a@phx.gbl...
> Hi,
>
> It is possible to call a custom crystal report from a
> menu custom button in isv.config? Could I call the
> Crystal Web Viewer with report name and guid parameters?
>
> Thanks,
> Sylvie

Top

Re: Custom report from menu by Stephen

Stephen
Tue Oct 05 02:45:29 CDT 2004

Hi Sylvie,

There is examples of this on this newsgroup. Use Google to search for
keywords such as "Crystal" and "Quote"

Stephen

"Sylvie" <anonymous@discussions.microsoft.com> wrote in message
news:0a0c01c4a7ce$ef299d80$a501280a@phx.gbl...
> Hi,
>
> It is possible to call a custom crystal report from a
> menu custom button in isv.config? Could I call the
> Crystal Web Viewer with report name and guid parameters?
>
> Thanks,
> Sylvie

Top