Customisation of default Activity View

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - CD Set Hi, I have just a very basic question: The CD Set of CRM 3.0, which I received, has only two CDs: 1. CRM Server Setup 2. CRM Outlook Client Setup (Small Business or Professional Edition can be activated) Since CRM 1.2 had 5 CDs and Microsoft never created new applications, which became smaller than previous editions, I just wanted to know, if my CD Set is still complete. Why this edtion seems to be "smaller"? Thanks for your answer. regards Patrick Tag: Customisation of default Activity View Tag: 57250
  - 2
    - Using "CheckIncomingEmailRequest" class Hi, I am trying to use "CheckIncomingEmailRequest" class. It is throwing an exception with the Message "Server was unable to process request". I want to know how to use this class ? Is there any specific tutorial (other than CRM SDK Guide) for using this class ? Regards Atul Sureka Tag: Customisation of default Activity View Tag: 57249
  - 3
    - Authentication Error After Install I have installed CRM V3 on Windows 2003. SQL Server 2005 and the Domain Controller are on another machine. I received the authentication error from both the web browser and the Deployment Manager. When I checked the event log on the SQL Server machine, there were many authentication events (8 per minute). I added the account that was attempting to connect and these errors stopped. However, CRM is still not authenticating. I checked the installation documentation and it references 4 groups that should be added tot he OU on install (UserGroup, ReportingGroup,PrivUserGroup and SQLAccessGroup). These were not created. I believe the lack of these may be causing the proble. The domain is very simple (sanbox to learn) and does not have any OUs. Any help would be appreciated! -- Best Regards, Joe Tag: Customisation of default Activity View Tag: 57245
  - 4
    - This is a hard question i guess I installed CRM 3.0 on 2 different SBS 2003 premium servers and on each one of them there seems to be a problem with the reports. When showing reports they many times show no data or there seems to be sub reports I can click and then they show some information. Some of the graphics aren't ok either. Anyone experienced anything like this. And to say I had a lot of trouble with sp1 to sbs, had to add new spn to get crm 1.2 working so that I could upgrade to CRM 3.0. Anyone ? Jack Tag: Customisation of default Activity View Tag: 57244
  - 5
    - Access to Server Hi All. I install CRM 1.2 in a Windows 2003 Server. From the server with a Administrator Logon and by the explorer, i access to CRM Administration without problems. If i use the Implemetation aplication or if i try to install the CRM Outlook, the message is: "The Localhost server is not responce" Thanks for a possible help. Tag: Customisation of default Activity View Tag: 57241
  - 6
    - Email template not available for email entity? When an email drops into a queue, we would like to use an HTML reply. The workflow email doesn't seem to support this when we try to paste HTML , and the template pull-down from the Actions -> Send Email does not display any templates, when an entity type of "Email" is selected in the Workflow Manager. What am I missing here? It would seem you would want to send an email in HTML format if for nothing other than to appear you came from this century. -- Bob Fletcher Tag: Customisation of default Activity View Tag: 57229
  - 7
    - Invalid length for a Base-64 char array We are having that error message in a Web Application that runs in the CRM Server. It's a Web Application with some related picklists that refresh some data into a CRM Web Form. When we select some data in the first picklist we receive this message. There is a KB about this (http://support.microsoft.com/kb/831150), but we can't solve the problem because in the KB it's written to contact Microsoft to obtain a Hot Fix. -- Microsoft Business Solutions Certified Professionalâ??Microsoft CRM Applications Professional Microsoft Business Solutions Certified Professionalâ??Microsoft CRM Customization Tag: Customisation of default Activity View Tag: 57224
  - 8
    - customer relationships Sorry for the stupid question - and it is stupid because i've done this before, but can anyone tell me how to add to the list of Roles in the Customer relationship dialog? Thanks v much Tag: Customisation of default Activity View Tag: 57218
  - 9
    - Marketing list member question Hello all I would like to be able to change the view of the marketing list members, so that e.g. if the list is a list of contacts I can display their titles, departments and emails. I also wondered whether it would be possible to associate a field with a marketing list member (e.g. a description field explaining why they are on the list). Does anyone know if the above two customizations are possible. I have hunted around and connot seem to figure out how to do this. Thanks Saira Tag: Customisation of default Activity View Tag: 57216
  - 10
    - Microsoft 1.2 to 3.0 Migration... SOS! Hi All, We're attempting to migrate a test enviroment, currently running Windows 2003 Enterprise Server and Microsoft CRM 1.2. During the upgrade advisor I get a warning message stating the following: Microsoft CRM Database ---------------------------------------------------------------------------------------- Warning: The Indexes on the Microsoft CRM database are not consistent with Microsoft CRM 1.2 indexes ---------------------------------------------------------------------------------------- We've never did any customizations on the Microsoft CRM databases therefore all indexes should be "out of the box" unless a hotfix messed with them. I proceed with the installation anyways and get the following error during installation. Installation Error Message: ----------------------------------------------------------------------------------------- Action Microsoft.Crm.Setup;Server.INstallDatabaseAction Failed. The Index 'ndx_entity_name' is dependent on column 'Name'. Alter Table Alter COLUMN Name failed because one or more objects access this column. ----------------------------------------------------------------------------------------- I'm assuming this is directly related to the warning I received during the requirements check. I've tried removing the index 'ndx_entity_name' but during another install attempt I get an error saying the index is missing... Ugh! Again, we never played nor changed any tables, indexes, or procedures within the Microsoft CRM databases. Any help would be greatly appreciated! Thanks, Tag: Customisation of default Activity View Tag: 57209
  - 11
    - Auto case creation Hi, Does CRM 3.0 come with the funtionality to automatically track emails and create a case id without the need to manually click on the Track in CRM button in outlook? many thanks Alan Tag: Customisation of default Activity View Tag: 57205
  - 12
    - Picklist and Status values Greyed out I am trying to edit/change the values in the picklists/status reason attrubutes values in the Appointment, Case Resolution, E-Mail, Activity, and Task entities, however all values in the state/reason value fields are greyed out. Is there any reason why these are blocked from being customised. I have Administrator plus all roles priveleges, so role security should not be an issue, unless there is some conflict happening in this situation(defect). Has anyone encountered this issue, and is there a workaround? Tag: Customisation of default Activity View Tag: 57199
  - 13
    - workflow to monitor custom status change and assign entity I am trying to make a workflow so that on the change of status a service activity is assigned to another queue. The status is a custom attribute (picklist) called Billing Status with 'billed' and 'waiting for billing' as the options with the default null. I created a workflow and am able to make a manual one that does what I want. It checks for the Waiting for billing status and if it sees it it assigns it to the 'waiting for billing' queue. I have made a timed workflow for 1min on creation of a service activity to run the subprocess of the above. that works only if I manually apply the rule and it only applies to the service activity I have open... not the others with the waiting for billing bit checked. I understand that this is a component to the recursive workflows (I think). But I cannot figure out how to make a workflow that will ALWAYS be on the look out for this single attribute change that does not need to be manually run. I have made workflows with all of the other options (Manual, assign, create and change status) I would have assumed that the 'Change Status' rule event would be the one I want, but nothing I try works. I am beating my head against the wall with this one... well, more then just this one... but this one in particular. Also, if anyone can suggest a better way of 'marking' an activity (this will apply to tickets and possibly phone calls if I can get the service activities working right) as 'waiting for billing' or otherwise notifying someone that the activity is done. The reason I did this instead of just closing a service activity is that after closing (resolving) it you cannot reopen it. I do alot of sub work for a company and the tickets are assigned to the account regarding the contacts associated to the account. They might have similar subjects and similar dates and contacts. It gets confusing and I like to make it as easy on my book keeper, who is already riding me ofr other MSCRM issues anyway. The way I am doing it is, I mark it to be billed, she bills and and marks it billed, then I close the activity. Then I know from start to finish that it has been closed, it shows up in the advance find saved queries (why oh why can't you link directly to a saved advanced query?) and is farily fault tolerant. If I can get the added feature of assigning it to a queue, then the workflow that... well... works, I can then add additional actions like creating a task and sending an email to the book keeper that there are activities to bill. Thanks for your help, I have learned much from this list already. Tag: Customisation of default Activity View Tag: 57198
  - 14
    - Multi-choice list box I need to be able to choose multiple choices from a list. I have CRM 2005. Is there a way to do this. It is very important in our business to be able to choose several options and then to be able to filter based upon the variety of choices marked. Tag: Customisation of default Activity View Tag: 57192
  - 15
    - CRM 3.0 Updating Price lists and Adding new Products, Subject We have almost 2000 products and since our original install of 1.2 we have gone from 4 price lists - List, Dealer, Quick Pay, Preferred, to List, Dealer,Quick Pay, Preferred Dealer, Preferred QuickPay, Volume We have also acquired another couple of companies and hundreds of new products, not currently in our system. We have just upgraded to 3.0 and now are in a quandry on how to best update the product and pricing modules. We think we can updae the the exisiting products with an import synching the id's and their prices. Howeve, we need to add in the 100's of new products, add in the new Subjects et al in a timely import type manner - not manually as the time would be daunting and time consuming - let alone costly as we would have to hire temp staff to bang away at typing these in. Is there a third party product out there to deal with this? I am sure we are not the only ones with this problem. Please let me know ASAP as we need to research it right away, or hire programmers to develope our own SDK at great cost! This it turning into a nightmare! Thanks! Shauna Tag: Customisation of default Activity View Tag: 57190
  - 16
    - Marketing Campaign Mass Email Is anyone else having a problem sending over 3,000 contacts in a campaign an email merge? It does not work for me. The system states it cannot track it and then it freezes my computer. I've tried this four times and it keeps happening. I had to create 4 different campaigns. Some say pending, others say failed, or completed. Tag: Customisation of default Activity View Tag: 57186
  - 17
    - Not being able to send an attachment with an email merge Microsoft should enable the ability to send an attachment when creating an email merge. Some customers can only receive plain text v. html. I want to send a .jpg attachment in case my html format is not legible. Tag: Customisation of default Activity View Tag: 57185
  - 18
    - Company calendar & scheduling activities These are my issuesâ?¦ itâ??s not the views Iâ??m so concerned about; it is the process of scheduling. Itâ??s ridiculous (see #4). 1. Can you change the default "resource view" in the shared web calendar? This view is wonderful for our corporate office; however, it is unnecessary for our other offices. It just confuses the users even more. It's just too much to look at. I want to change the default calendar view based upon facility location. 2. We have created different drop down shared calendar views for each office location, but it does not combine the users and resources. It is either a view with that location's equipment or a different view with that location's users. Can a combined resource/user view for each location be created? 3. I have been looking into third party add-ons. I came across an Austria company who has created Group Calendar. I read through their .pdf and I like the navigation face lifts and the ability to right click and add instant notes; however, it does not from what I see improve the process of scheduling resources. Does anyone have this add-on? 4. For our application, scheduling of a service activity is cumbersome. Different locations have different assets; however, we have equipment which is shared and shipped between the facilities. We had to create a service activity for each location- e.g. Demo- AL, Demo- NY, Demo- FL, Demo-Share, Installation- AL, Installation- NY, Installation- FL, Installation- Share, Service- AL, Service- NY, Service- FL, Service- Share... you get the point. The list goes ON. We were instructed because one location has a set of resources and they are not supposed to schedule another location's resources we are to create our service activities like so (for each facility). The reason why we have the XXX- Share activity is for our shared assets. With each service activity a rule must be created... "Chose 1, Choose 2, etc..." With an activity either a user or an asset can be scheduled. The resources take such a long time to load in the form assistant and if you don't schedule it right it can be very frustrating!!! Is there an easier way? For example, if something changes with a project and we end up not using one piece of equipment, then we have to delete the entire resource line and pick the correct "choose #." In addition with the shared assets we have to change its office location each time it ships out in order for it to be schedulable at another facilityâ??s location. Is there a better remedy? Tag: Customisation of default Activity View Tag: 57182
  - 19
    - Current System User variable Does anyone happen to know if there is an attribute that is accessible by query such as filter criteria on a view, that would point to a session variable indicating the current logged in user? This could be used, for example, to display a list of entities that have a relationship mapped to the user entity. Only the entities that have attributes that match the current user would be displayed. Thanks Tag: Customisation of default Activity View Tag: 57180
  - 20
    - Does it need SQL Server on SBS Standard 2003 w SP1? I have Small Bus Server 2003 Standard-SP, running on a Dell PowerEdge 2600 w/ 2GB RAM and 1 Xeon 2.8 GHZ CPU. Question 1. Will this server handle CRM or should I install a second processor? Question 2. I am confused regarding SQL Server 2000. The install instructions for CRM says to install this, but not specifically for an SBS server. Does SBS already have an SQL server installed? Do I need to by SQL server dor SBS standard edition? Any help appreciated.. Marc Tag: Customisation of default Activity View Tag: 57178
  - 21
    - How to add a Calculated Field for Credit Card Royalty amount We have to add a calculated field triggered by a credit card purchase. Depending on the Card Type the Calculated field has to take the Order's Total Amount and the Card Percentage and calculate the Royalty Amount? Does anyone know how to do this? Thanks alot! Daniela Tag: Customisation of default Activity View Tag: 57172
  - 22
    - Load balancing-Redirect URL break reports while access CRM via Out We are planning to have a load balanced environment for CRM application server: Prod1 and Prod2. We have created a redirect URL: crm.<companyname>.com which if launched will redirect to Prod1 or Prod2 based on the Load Balancing configuration. Our report server and db server are on one server ProdDBserver.Here is the issue: When we are installing the CRM SFO client it asks for the URL so we gave the URL: http://crm.<companyname>.com. This redirects to the application portion of CRM within Outlook, but breaks the reports availability through outlook. The application works fine if accessed via the web client. So my question is that on the SFO side are there any additional steps we need to follow to make this redirect works and connects to the report server as well. -- Shardik Tag: Customisation of default Activity View Tag: 57170
  - 23
    - Security Roles After opening the Security Roles page, I'm atttempting to create a security role. The 'Actions' button does not appear where I can create a new role. Also, when I open an existing role to edit, there is no 'save' button, only a 'close' button. I find this odd. Any suggestions? Tag: Customisation of default Activity View Tag: 57169
  - 24
    - Sample Data To All: I would like to install the sample data, but am a little unclear as to the ramifications. I currently have a fresh install of CRM 3.0. I have only run the configuration wizard, which makes some minor changes to the existing database with information about our company. The Implementation Guide shows how to install and then uninstall the sample database. I notice that CRM creates the following databases in SQL Server: MyCompany_METABASE MyCompany_MSCRM What should I do so that I might install the sample database and then be able to unistall without having any major issues. Will the sample database alter the two databases I have listed above? If so, can I back them up and then restore them once I am done with the sample? Regards, Russ Tag: Customisation of default Activity View Tag: 57167
  - 25
    - CRM publishing w/ISA 2004 on seperate server Hello, I have CRM installed on a Windows 2003 SP1 box, with protocol 5555. I also have a SBS 2003 w/ ISA 2004. They are two different servers. I created a rule in ISA for 5555. Created a web listener for 5555, but nothing for SSL as 443 is being used for other SBS web sites. The published web site is set to go to the directory called crm. In other words, http://sbserver.XXXX.com:5555/crm. The publishing rule is forwarding packets to my CRM Server. The CRM server responds by asking for authentication. Login is succesfull. It takes me to the redirect page which then pops up the new window for CRM. The problem is that the new window displays, page cannot be found, 403 forbidden. The address is is trying to open is http://sbserver.XXXX.com:5555/loader.aspx. Notice that the crm part of the directory structure is missing. Even if I manually put in http://sbserver.XXXX.com:5555/crm/loader.aspx, it does not work. What am I missing here? Is the problem that I am not using SSL? Tag: Customisation of default Activity View Tag: 57166
- Next
  - 1
    - Recipients getting winmail.dat files when outlook set to plain text Using CRM3 and the Outlook client. Email accounts are POP3 not Exchange. Just started using this set up. When sending an email to a client I am clicking on 'track in CRM' and associating the email with an account then sending from within Outlook (as apposed to using the CRM web interface). My email format in Outlook is Plain Text. Recipients not using a MS reader appear to be getting the emails as Rich text because they are getting the old winmail.dat file which they cannot read. Not totally sure but I think this only happens when there is an attachment (eg pdf). I do know however that if I don't 'track in CRM' the get the email in plain text and can read it. Is this 'normal' operation? Is there anyway I can get all the emails to be sent plain text or as a last resort HTML? TIA Antony Tag: Customisation of default Activity View Tag: 57165
  - 2
    - New to eConnect Hi, I've installed the eConnect 7.5 version, can anyone give me advice or samples of how to read and write xml to Great Plains 7.5. We are soon to update to version 9 as well, does anyone know if there are major differences between the two? my email address is booth12@hotmail.com cheers JimB Tag: Customisation of default Activity View Tag: 57163
  - 3
    - Customize Campaign activity Hi, I would like customize the campaign activity form by replacing actualend and actualstart formats by "date and time" instead of "date only". This customization is not a problem but when I want to close the activity, the dialogbox ask only the dates. In the form, these fields are in read only. If we allow writing, when we change the date in the dialogbox, these values overwrite the values in the form. Anybody knows how to resolve this problem ? I think it is a bug. Thanks for your help. WTCSO Tag: Customisation of default Activity View Tag: 57160
  - 4
    - Problems Upgrading CRM 1.2 to CRM 3 SBS Hi, I'm actualy upgrading a CRM 1.2 server, with SBS 2003 SP1. CRM 1.2 is working fine, but when i try to update to v3 the prerequisite is giving 3 errors and 1 warning. SQL 2000 SP4 is installed SQL Reporting is not yet installed My CRM website is not installed on the default web site The SQL Database is not installed in the default DB but on the same server\CRM ok for Windows Version ok for CRM Users KO for IIS (URL non valide, Host name problem) KO for SQL SERVER (service SQLSERVERAGENT) KO for SQL Reporting Server (server\CRM not available) ok for Active directory ok for CRM Data Base Any ideas for the KO Thx Tag: Customisation of default Activity View Tag: 57159
  - 5
    - What do you miss out on if you don't use Exchange? When you use CRM3 without Exchange what do you miss out on? Antony Tag: Customisation of default Activity View Tag: 57154
  - 6
    - Quote Recalculate I created a custom tax calculation for quote that displays a tax field and sets the total value, but when the quote recalculates it resets the values. Does anyone know if I can use an update Post Callout or another way I can get around this programmatically? Tag: Customisation of default Activity View Tag: 57148
  - 7
    - HELP Workflows accessing queues Hi, I need to create a workflow that will task the owner of a queue when that queue receives a email, and also auto respond to the sender. I am stumped, Please will someone enlighten me. Regards Jefferson Tag: Customisation of default Activity View Tag: 57147
  - 8
    - Field Requirement Hello. We have been using CRM for a little while now. My problem is this; one of our attributes up to now has been optional for our users to fill-in. So obviously, some records have data in this field and some don't. We would now like to make this field required. What will that do to the existing records already in CRM?? Will I get some kind of error or do they "grandfather" into the new way? Thanks and I appreciate all the great Q and A's going on in this discussion, it has helped me alot in the CRM learning process! Tag: Customisation of default Activity View Tag: 57144
  - 9
    - launch outlook installer processes failed ....during setup Hi, When i am trying to install MS CRM 3.0 on a computer , the set up fails . " Action Micrsoft crm.setup.client.installPST Action failed . launch outlook installer processes failed". If i look at the folders , i see one new folder " personal folder" and folders becomes double and triple when i try to re-install. is there anything i am missing in outlook setting ? thanks Aami Tag: Customisation of default Activity View Tag: 57142
  - 10
    - I can't convert Task to Oppurtunity I am not able to convert task to Oppurtunity. I can convert other activities like Phone call , appointments, mail , fax etc. Is there any way i can convert Task to Oppurtunity. any help would be highly appreciated. Thanks in advance, Shelvin. Tag: Customisation of default Activity View Tag: 57141
  - 11
    - iFrames - Level 100 Hi all: I've been getting a lot of questions around iFrames, so here is a HOL on MSCRM and iFrames. Please note this is a Level 100 lab, no complex code, just simple iFrames! http://blogs.msdn.com/jstraumann/ -- John [MSFT] This posting is provided "AS IS" with no warranties, and confers no rights. Use of any included script or code samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm. Tag: Customisation of default Activity View Tag: 57140
  - 12
    - Rule Deployment Wizard can't connect to AD All We're new to MSCRM v3 and are very impressed so far. Having one problem though with the Rule Deployment Wizard in that it's saying that it cannot connect to the AD for the specified domain (SBSSERVER). We've tried changing the account which the Email Router Service starts with to an account which has full access but still we get the same error. There's a few posts which touch on the same type of issue but nothing which has enabled us to resolve it. Any help would be very welcome. Nick. Tag: Customisation of default Activity View Tag: 57137
  - 13
    - Area "Settings" disappearing on web webclient Hi, one of our users is having problems with one of the area buttons (Services,...). At least once per day the "Settings" Button is disappearing, although the user has the rights to view the settings. When the user manually deletes temporary internet files and cookies the "settings" button is there again. This maybe be temporary workaround but one of our customers has the same problem. There is also an user defined button disappearing. So that not a solation at all. I read on different places (blog, newsgroup) that it might be an issue with cookies: http://groups.google.de/group/microsoft.public.crm/browse_frm/thread/83ab4c35311d7f29/ae74556b4bb9d864?lnk=st&q=settings+crm+3.0&rnum=2&hl=de#ae74556b4bb9d864 http://icu-mscrm.blogspot.com/ "CRM Outlook Client Makes Features Disappear In Web UI: Workaround" Did anybody run into the same issue or has an idea? Any help would be appriciated... Elias Tag: Customisation of default Activity View Tag: 57127
  - 14
    - Relating multiple accounts on custom entities Hi, I have a question here; I have a custom entity project; what I would like to do is that I can link various accounts and contacts to this project. Obviously, there can be more then one project where the accounts and contacts can be envolved in. How should I accomplish that, I made the project entity and added a relationship to accounts; then I was able to select 1 account in the project and under the accounts, the projects was shown, thats good, but what if I wanted more then one account to be involved in this project. Can I create a field like the Required field of an appointment this is exactly what we need... Or else does anyone have a workaround? Thanks ! Tag: Customisation of default Activity View Tag: 57121
  - 15
    - If CRM is offline Outlook freeze with each input of Data Hello, I have the following problem. I work with the laptop client 3.0. If CRM is online everything looks right, but if the connection to CRM is offline Outlook freeze with each input of data. Then I have to shut down the task. This problem arises in similar way with two Clients. The other laptop clients and the desktop clients are ok... I 've deactivated the synch but nothing change. No other AddIns are installed. The Laptops has 1024 MB RAM.. Any ideas? Greetings, Stefan Tag: Customisation of default Activity View Tag: 57113
  - 16
    - How can I make fields required? I want to make certain fields on the Account form required. So that users cannot save the form unless they enter the data. Locking in the field only prevents it from being deleted. How can I do that? Tag: Customisation of default Activity View Tag: 57112
  - 17
    - New CRM MVP's I'd like to welcome our 2 new CRM MVP's: Aaron Elder & Matt Wittemann, welcome to the fold. -- Matt Parks MVP - Microsoft CRM Tag: Customisation of default Activity View Tag: 57109
  - 18
    - MSCRM 3.0 With PDA Hi, I am Joe from India. Pleasure in joining this group. Currently i am workingon MSCRM 3.0. I just need to know if MSCRM 3.0 can communicate with a PDA without using a third party component. Comments are Welcome. Thanks. Joe Tag: Customisation of default Activity View Tag: 57107
  - 19
    - MSCRM & PDA Hi, I am Joe from India. Pleasure in joining this group. Currently i am workingon MSCRM 3.0. I just need to know if MSCRM 3.0 can communicate with a PDA without using a third party component. Comments are Welcome. Thanks. Joe Tag: Customisation of default Activity View Tag: 57104
  - 20
    - 'Mail Merge' missing in Outlook Client Hi all, I've running CRM 3.0. I have installed the Outlook client on most of our machines (the offline-enabled version on laptops, and online-only version on desktops). All computers are running Office 2003. On the desktops (online-only version of SFO), the 'Mail Merge' option isn't available in CRM (for leads, contacts, etc), however it appears fine on the laptop versions. Has anyone else experienced this? Kind Regards, Cam Tag: Customisation of default Activity View Tag: 57087
  - 21
    - Download CRM for Partners We're certified Microsoft Partners and we are needing a CRM realease in Spanish. Is it possible to download it? -- Rafael E. Olarte Sales Rep. Vendeur eBusiness Solutions S.A. BogotÃ¡, Colombia Tag: Customisation of default Activity View Tag: 57078
  - 22
    - SBS and GP Integration I currently have a SBS box with CRM server on it and a separate W2K3 box with CRM Integration 1.2 on it. Can I keep this same setup with the 3.0 integration? The documentation is unclear because it sounds like I cannot have this configuration any longer because the CRM integration connector is required to be installed on the same box that has the CRM integration DB on it. -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Customisation of default Activity View Tag: 57067
  - 23
    - GP Integration and SQL Server Does the GP Integration to CRM Connector use SQL Server MSDE or does it need a full version of SQL Server? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Customisation of default Activity View Tag: 57066
  - 24
    - Change default view on Service Calendar Hi, Is there a way to change the default view on the Service Calenday. The default "type" is Resouce. I would like to change it to Faciliy/Equipment if that were possible. Any ideas on how to do this. I have searched many areas, but cannot pinpoint this. Thanks for any help in advance. Regards, Keener Tag: Customisation of default Activity View Tag: 57062
  - 25
    - Inventory Site/LocationCode Order Lines on MSCRM1.2 to GPS8.0 We are currently running MSCRM 1.2 and GPS 8.0, with the MS Integration between them. Our Sales force uses various Inventory locations when placing orders within our GPS system. Because of business reasons we can't consolidate into a single Inventory Location as the Integration documentation suggests. The documentation allow says that it only supports the use of one Inventory location, which you set in the "Settings and Administration" tool. It appears that you can modify the BizTalk Mapping for the SalesOrderDetail channel to route a value from a custom field in MSCRM to the LocationCode field within GPS. Finally, here's my question. Where in the process is the "Default" Inventory Location set? If it's done by the COM object that writes to GPS then modifying the BizTalk Map would make no difference, right? Sorry for the long winded post, but it's a long winded discussion. ;-) Thanks for any help. DB Tag: Customisation of default Activity View Tag: 57061

I can't seem to find a way to add the Parent Customer and Contact fields to
this view. My salespeople need to be able to see which clients they have open
activities for.
Thanks

Top