Customize Activities

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- Previous
  - 1
    - Microsoft: How the 4.0 E-mail Router service query Exchange mailbo We found the CRM 4.0 E-mail Router service query Exchange mailbox via a 'half' SMTP address, not via the primary SMTP address or SAM account. e.g.: In our case, we have a test user in CRM, the user's SamAccount name is: TU341-NBG125, SMTP mailbox: TUser@domain.com which is the user's primary email address in CRM. The CRM E-Mail Router service should be making a request to Exchange mail server for the Test users mailbox using http://ExchangeMailServer/Exchange/TU341-NBG125 instead it is using http://ExchangeMailServer/Exchange/TUser We also find out that the service account needs to have permission to access 'Root' and 'Inbox' folder of user's mailbox. e.g. if the service account has such permission, it can find user's mailbox by using the 'half' SMTP address (http://ExchangeMailServer/Exchange/TUser ). However it's might be a problem for a hosted company who doesn't want to grand the permission for the service account. Please see details here: http://jianwang.blogspot.com/2008/07/crm-40-e-mail-router-for-hosted.html I think this feature needs to be improved. Thank you for your attention. -- Jim Wang MCBMS Professional http://jianwang.blogspot.com http://mscrm.cnblogs.com Tag: Customize Activities Tag: 102787
  - 2
    - Error when attempting to change Owner CRM 4.0 I have CRM 4.0 (recently upgraded from 3.0) Now when I try to change owners of an Account or Contact I get an error message "Invalid Argument" and I can't change the owner. I am the administrator and I can't even change it to myself. Thanks in advance for any help. Tag: Customize Activities Tag: 102786
  - 3
    - Simple workflow rule in 4.0. ...I think. I have a user who "accidently" closed many of the Activities (phone calls, emails, etc.) by accident. I'd like to re-open them, so I thought I'd take advantage of CRM 4.0 and make a simple workflow rule to do this. I figured the primary entity you'd need to change is "task" no? I save and publish a simple rule, but it does not show up when I click on "Run workflow" under Activities. I've tested it the same situation on other entities (contacts, etc.) and it works fine. Any ideas? Has anyone else done this? -- Sketchy Tag: Customize Activities Tag: 102785
  - 4
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  - 5
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  - 6
    - take customization from one to other cumputer hello i did so many cusomiztion on my mc. making active directories and custom forms. now i want these customization on my company pc both have windows server 2003 sp2 sql server 2005 and all the necessary terms for using ms crm4.0. how can i do this. and i want to create a table in ms crm database and want to aceess through my custom page to add data in that table. how will i do this. Tag: Customize Activities Tag: 102773
  - 7
    - How to control status of assigned tasks There is 2 kind of situations (maybe more, but I dont know): 1.task (task, phone call, letter, appointment e.t.c.) created by me; 2.reassigned by me (1st assigned to me then I assigned to somebody else). I would like to control the status of these tasks (done or not, over due or not ...) How to do that? (by view or reports or other) Additional rule: owner of the parent of the task (opportunity, account, customer, case and others dose not owned by me) Ugis Tag: Customize Activities Tag: 102763
  - 8
    - An orderbutton on a serviceactivity Is it possible to have an orderbutton on a serviceactivity where you can find the order that belongs to the serviceactivity just by clicking on the orderbutton? This can make sense if the following part works (systemnumber): > We have a customer who would like to have a systemnumber (the field can be > hidden) on every activity they create. So if you make a follow up activity on > the orginally activity the new activity will have the same number. Because of > that they will be connected to eachother. > So after a process is done you can follow the activityprocedure from A-Z. > The ultimate would be if you also had offers, orders and other modules > connected to the follow up actvivities that they also should be connected to > the process. > Does anyone have any suggestion how to solve this? Unfortunately you will have to get into the Microsoft CRM SDK and develop a set of (for CRM v3) Pre-Callouts or (for CRM v4) Plugins which will set the autonumbers for Activities or Orders as you add them. Usually this is just a case of an incremental number for each Activity or Order added into the CRM system - however in your case you may need to use the CRM Web Service to add the relevant logic to produce something similar to the following example: First Activity associated to an Order (5) is numbered 5-001, second activity 05-002. Then may extend this to that any Invoice created from Order 5 is also labeled as Invoice 5, and any activities created regarding this Invoice follow the same numbering format. (5-003 and so on) Whilst this will involve developing a .NET module, it should not overly tax a proficient developer. Like any development however, it is worth considering whether the business requirement is required enough to justify the investment. Tag: Customize Activities Tag: 102760
  - 9
    - Open an offertwindow after you have saved an appointment? If you are in an appointment a customer would like to have a rollinglist with different status in it. If you choose a special status and you save the appointment as completed the customer would like the offertwindow to open automatically. Does anyone know if this is possible? Tag: Customize Activities Tag: 102758
  - 10
    - Converting an offert to an order Can a workflow start automatically when you convert an offert to an order? I donÂ´t think so but I ask just in case ;) Tag: Customize Activities Tag: 102757
  - 11
    - History in an activitycard (phonecall) We have a customer who has the following scenario: When a customer is calling an activitycard (phonecall) pops up. Our customer would like to have the completed activities (history) about the account directly in the activitycard instead of the left mainmenu on the account. Is it possible? Tag: Customize Activities Tag: 102756
  - 12
    - Can a lead konverts to a customer with a workflow Hi. Can you create a workflow that konvert a lead to an account and put the status to the account as a "Prospect"? Tag: Customize Activities Tag: 102755
  - 13
    - Email Template Structure Hi Is anyone aware of a method where we could insert the details of three orders into an email. Our sales people send a daily sales order report and I am aware of the fact that we can create a subscription in SQL Reporting Services. I have tested the creation of an email template and also the creation of a manual workflow rule which works however we would like to include slugs which Show Order1TotalAmount, Order2TotalAmount, Order3TotalAmount. When we execute teh worklfow rule 3 emails instead of one email which combines all data. Hope this makes sense. Thanks Mark Tag: Customize Activities Tag: 102752
  - 14
    - Is a license required for a test server The scenario is simple - a company has a test server and a live server. they want to do development on the test server, and when the customizations are tested, put them onto the live server. Both will be running CRM 4.0 Professional Edition. The question is - can the SAME license key be used for both installations, or is it necessary to purchase two copies of CRM 4.0 Professional Edition. If the same license key can be used, are there any issues with registration of the same license key twice? Tag: Customize Activities Tag: 102748
  - 15
    - Disable fields according to User Hi We have a picklist that we would like to disable and only allow two users within our organization to edit. I have researched this briefly and I assume that the following bit of Jscript would work. if (loggedInUser != {21234232131243} && {131431413414} then crmForm.all.new_textfield.disabled = true; I am correct in saying this. I will test the Jscript shortly however I would like to ask if anyone has attempted anything similar, possibly notices anything wrong with the script I am about to test or is aware of the fact that for some reason the script I may use is unsupported. Many Thanks Mark Tag: Customize Activities Tag: 102747
  - 16
    - Error when adding New user from trusted Domain (MSCRM 4) I am trying to add in New user from different domain (trusted, forest). Upon keying in the Domain name\userid, the user information can populate to the various fields. The error 'An Error has occured. Contact System Administrator.' occurs when trying to save. I register another user from the local domain, it works. The domains are confirmed to be trusted as I have tested with another server running MSCRM 3, it can register new user of different domain. Is there any workaround for thsi issue (MSCRM 4's bugs)? Look like others are facing the same problem as well. Thanks Tag: Customize Activities Tag: 102742
  - 17
    - Workflow on new entry in queue I'm trying to kick off a workflow when a new message arrives in the ms crm 4.0 queue. I'm basing my workflow on the email entity but can only get it to fire if the email is created from within CRM, not from someone emailing into a queue. Classic support@mycompany.com example. Any ideas? -Eric Tag: Customize Activities Tag: 102739
  - 18
    - Error when assigning new owner I am the system administrator. There is a specific account that I own. When I try to assign this account to another user, I get this error - "The logged on user does not have the appropriate security permissions to view these records or perform the specific actions." Anyone know how to fix this problem? Thanks, -Rick M. Tag: Customize Activities Tag: 102735
  - 19
    - filter closed appointments from synchronization ? Hello CRM 4.0 Specialists, we have the following problem in our company: we have too less memory in our Exchange - only 25 MB per person. And CRM tries to put all appointments - even already closed - in Outlook. This definitivly kills our free space. Is there a possibility (even a dirty hack) to minimize this synchronization ? We only need the open appointments in Outlook. Any help would be great! Kind regards Matthias Tag: Customize Activities Tag: 102733
  - 20
    - Custom Entity and Activities When I create an activity on a contact that is associated with an account, that activity will show up below the customer as well as with the contact. I created a custom entity to store all the equip that is owned by a cust. When I create an activity associated with that equip. record, however, the activity doesn't show up under the Customer account like the activity associated with the contact does. How can I get these activities that are entered under the new custom entity to also show under the Customer? Tag: Customize Activities Tag: 102731
  - 21
    - Amazon: "Microsoft Dynamics CRM 4 for Dummies" (July 2008) http://snipr.com/CRM4dummies Tag: Customize Activities Tag: 102727
  - 22
    - CRM 4.0: "Lookup Address" button doesn't always show contact's add Hey all of you masters of the CRM, here is a puzzle for ya. We made the upgrade from CRM 3.0 to 4.0 this weekend, and most things have been going well. We are noticing however that when you are in a contact, and select "orders" followed by the "New Order" button, once you click on "Look up address" it doesn't always show the address associated with the contact (even though I can confirm that the addresses show up in the contact). Some records show it. Others do not. Not sure how to figure this one out. Any ideas? -- Sketchy Tag: Customize Activities Tag: 102726
  - 23
    - Workflow Issue for CRM 4.0 Related to Notes My president wants an e-mail sent to the Contact and/or Account owner when he adds a Note to the Contact or Account in CRM. Seems pretty simple. I created a workflow to run on Note creation. It looks like this: If Note: Created By Equals President's Name then Create e-mail message In the e-mail message, I want the To: field to be the Owner of the Contact (assuming the note was added to a Contact). In the TO: field, I used the dynamic field denoted as: {Owner(Regarding(Contact))}. This is causing an error in the workflow. When I put my own name in the To: field, it works fine, but if I put any "Regarding" field in the e-mail, it fails. Anyone else know of a workaround or hot fix for this issue? Tag: Customize Activities Tag: 102725
  - 24
    - Track in CRM never applies automatically Hello, using the CRM outlook client I have the problem, that the Track in CRM- Button is never enabled on incoming emails. The following options are set: *Outlook - CRM - Options - Email: Check incoming Emails and set if an email is tracked as a CRM record (translated) -> is checked Track: Email messages from CRM Leads, Contacts and Accounts -> is selected Symbol: Microsoft Dynamics CRM-Symbol *Outlook - CRM - Options - Addressbook: Contacts: All Contacts in Microsoft CRM Addional records: Tracl all Elements in Microsoft Dynamics My useraccount in CRM has the setting: Email-accesstype incoming: Microsoft Dynamics CRM for Outlook Email-accesstype outgoing: Email-Router (i want the incoming to work first) There is no Outlook mailbox forwarding rule anymore. I do not have any CRM-addresbook in my Outlook. If I click the track in CRM-button manually it is assigned to the correct contact (as the emailaddress match). Please note: it makes no difference, if I receive an answer to an CRM- Email (INCLUDING the CRM-token!) I hope someone can help me on this. Thank you! Regards, Uwe Tag: Customize Activities Tag: 102718
  - 25
    - Server not found with Outlook client Hello, if I install the Outlook Client everything seems to work fine fist. But after a while (restart outlook or something like that) I get an error "Server not found" in the titlebar of each outlook-folder related to CRM. The foldercontent looks like an Internet Explorer error message saying: The page cannot be displayed. The last line says "Server or DNS cannot be found". If I run the homepage url of the folder in Internet Explorer everything is fine. If I run the http-debugger Fiddler, it seems fine, but the page does give this error. I had the impression this occures if I had Internet Explorer open before. But i cannot say it for sure yet. Is there anything I have to setup? I already reset my zone-settings in IE as well as my extended options in IE Internet Options. Hope someone can help me with this. Thank you! Regards, Uwe Tag: Customize Activities Tag: 102715
- Next
  - 1
    - How to add Image in to the Case Form I want to add my logo into our case form. Best Regards Tag: Customize Activities Tag: 102708
  - 2
    - Confused by the wait for timer in CRM 4.0 How can I make a workflow to send e-mail after x days from creation of the record? I tried to use the execution time and timeout options under local values- workflow, but it didnâ??t work it stuck at waiting status and I canâ??t understand the way it work in CRM 4.0 Detailed instructions on how to configure wait for timer in CRM 4.0 will be much appreciated. Tag: Customize Activities Tag: 102706
  - 3
    - CRM 4.0 workflow Could someone let me know how to accomplish the following in crm 4.0 - i have a task; with a due date. - i need to have a workflow that would check (15 mins after the due date) to see if the status of the task is completed. - if it is not completed, then i need to send an email to the owner of the task. Basically Im not able to define the condition that workflow should check the task status 15mins past the due date. I remember there was a 'Wait For Timer' feature in 3.0 workflows ; cant see the same in 4.0 thank you Tag: Customize Activities Tag: 102704
  - 4
    - CRM 4: DeletionService not removing records I am having problem removing records from out CRM system. Due to a problem with workflow, we have 65,000 records in out Asynoperation table. Using the SDK I have deleted 29,000 of these, but when checking the asyncoperationbase table, the are not being removed from the table, just have a deletionStateCode of 2. It has now been 4 days since these were marked as deleted, and I have used this tool http://code.msdn.microsoft.com/ScaleGroupJobEditor/ to force the deletionservice to be run, but still these records are not being deleted. There are no errors in the event log. Having turned on CRM Tracing I have found this error in the trace log: Exception while trying to execute AsyncOperationId: {5010C7F0-5CC3-DC11-AFAA-001517456D34} AsyncOperationType: 14 - System.Data.SqlClient.SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding. Can anyone give me any advice on how I may be able to get this to work correctly? I would prefer not to delete the records directly from SQL, as I know this is not supported. Thanks in advance Rob Tag: Customize Activities Tag: 102696
  - 5
    - CRM Reports; Records don't show up All, I have a problem with the reports and want to find out if more people have this problem. I've created custom reports but also used the report wizard to create reports about Salesorders. My reports only show records with the Euro currency, this is also my base currency. It does not show other orders with different currecies. It has to do with the CRMAF Pre-filtering. Because if I make a normal query the records show up just fine. Does anyone have an idea? With regards, Jan-Willem Beekhuis Tag: Customize Activities Tag: 102694
  - 6
    - Outlook client freezing MSCRM 4.0 We have implemented MSCRM 4.0 and have installe the Outlook client. Several of our users experience crashing and freezing when using Outlook. The comon factors seems to be: Outlook 2007 Multiple mailboxes in the profile. Unfortunately this is likely to stop the adoption of this product. Does anyone have access to fixes/work rounds for this issue? Tag: Customize Activities Tag: 102693
  - 7
    - login failed for one particular user Hi, We have CRM 4 on a test server running. Since 2 weeks on a production server as well, going live within weeks. A few months ago, I added all my colleagues as user to CRM on the testserver. They are in Active Directory, so only entering the login name provided the right fields to be filled in automatically. Then I assigned the right roles to these users. No problems. Then a new colleague came, she will be our key tester. I added her to CRM as described above. But when she login to the test server, she get's an error message (in my onw language, I translate:) "record is not available - de record asked for is not found or you don't have the right rights to show this record". After registering my colleagues on the new production server, including this new person, she is able to login on that server, but not on the test server... Our system administrator says it's something in CRM, a CRM expert here thinks in Active Directory (which is denied by our system administrator, because she can login on other CRM servers). Please, is there anyone who can give me a hint where to look for a solution? Thanks in advance! Best regards, Jolanda Tag: Customize Activities Tag: 102692
  - 8
    - Immediate openings for Lotusnotes Developers Dear Group Members, Agiline is having requirements for Lotus Notes Developer with 2+ years of experience behind them. To know more about Agiline visit www.agiline.com. Oganisation: Agiline India URL: www.agiline.com Position: Software Engineer (Permanent Position) No. Of Position: 3 Experience: 2+ years experience Required Skills: Lotus Notes R6.5 or 7, Lotus Scripts, Formula language etc Location: Bangalore Job Description: a. Develop Lotus Notes Workflow Application: -Gather User requirements, Design and Develop Lotus Notes Workflow applications for web and client users -Perform design changes to the existing applications -Fix open issues in the existing applications b. Perform Notes System Administration: -Daily management of Lotus Domino / Notes Operational issues. -Domino Server Monitoring, Maintenance and Housekeeping. -Apply Domino Fix Packs -Ensures Root Cause Analysis for all critical incidents and finds workarounds/solutions. Interested applicants can mail their resumes to careers@agiline.com. Also mention your CTC details to process the CV. Feel free to forward this mail to any of your friends those are looking for change of job. Best Regards, Vijayakrishna Agiline India Pvt. ltd. Tag: Customize Activities Tag: 102688
  - 9
    - Create New Report - As per QUOTE standard report Hi there, To set the scene, i'm using web client of 4.0, and i'm not a programmer. Currently, out-of-the-box functionality allows you to run a report called "Quote" which presents the data in a good format, almost good enough to hand to a customer. What I need is this report, but with our logo's embedded, and a few fields added/moved/removed, but i can't figure out how to edit layout options or content options, and I can't even seem to create a similar report from scratch (as they all appear to relate to exisitng XML reports out of the box). I'll be upset if I need to get a programmer to write my reports for me, hoping I can easily make a quote i can hand to a customer. Thanks in advance Matt Tag: Customize Activities Tag: 102686
  - 10
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  - 11
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Best Monogram Canvas Bags WebSite Link : http://www.bagsbrand.com/Monogram-Canvas-Bags.html Tag: Customize Activities Tag: 102684
  - 12
    - CRM 4.0 Outlook installation error "The network Path was not found Hello All, I'm trying to install crm 4.0 on outlook 2007. I keep getting an error at Databaseinsaller.progressmessage "Action Microsoft.Crm.Config.Common.InstallDatabaseAction failed. The network path was not found." I read that if I add the user to Server Surface Area Configuration utility it would work, but it did not for me. I'm running vista ultimate and windows 2008 64 bit. Any help is appreciate it. I can't believe that this install is so difficult. What gives!!! Thanks Tag: Customize Activities Tag: 102681
  - 13
    - Email Router - Implications to Exchange If the routing service was running on a seperate server than exchange, are there any scenarios that would cause the service to take down or cause issues to the exchange environment? Tag: Customize Activities Tag: 102679
  - 14
    - Custom Button for All Records on Find I would like to be able to create a button on the CRM grid, which will run against all the records in the current view, like when you click mail merge and get the option to mail merge to all records on all pages. I know how I can get the guids of selected records through to my own code, but I would like to get all the records through, maybe if there was a way to get the fetchXML passed through when the button is clicked. If anyone knows how to do this, it woud be very helpful. Thanks Rob Tag: Customize Activities Tag: 102676
  - 15
    - How do you change a system (unexposed) entity/string label? Hello, I would like to change the label of the â??Serviceâ?? system entity, so that the name in the left-hand navigation pane changes. Iâ??ve read in various places that this is impossible (because it is a system entity), however I have also found someone who has an example of how it is done: http://code.msdn.microsoft.com/MSCRM30Changinglabel However this does not appear to work. (I get an error regarding a unique key) I am using CRM 3.0 Could someone please enlighten me? Thanks, Steve Tag: Customize Activities Tag: 102674
  - 16
    - CRM Cisco call connector I've installed Cisco's Unified call connector 4.0.3 on our CRM 4.0 server, and the client on my PC. The client is talking to the server OK as it will search for a phone number and pick out the relevent Contact details from the Server. However When I click the Dial button ( from my client ) on a contact , the webpage it brings up is an http://localhost:5556............ . Question is why is my client looking for a localhost page, is there a config somewhere that i've missed that should be pointing it to the CRM server or Cisco Callmanager? Tag: Customize Activities Tag: 102669
  - 17
    - dynamics crm 4 and microsoft outlook 2003 domino connector - no email Hi I am using the microsoft outlook 2003 connector for domino and crm version 4, If i track an email that outlook sees one of the recipients or the sender as a lotus notes domino entry in the lotus notes domino address book, when I look at the email in CRM the sender/ recipient field appears blank, or sometimes shows me when i was not the sender. Any ideas how to fix this, this behaviour only seems to happen with the MS outlook connector for domino, it does not happen with DAMO connector, but that has issues of its own! and POP3 is not an option as I want crm to sync with my calendar. does anyone else use this setup? Tag: Customize Activities Tag: 102657
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    - read templates roles hi, I have a new_role and this role has all the permisions over the "email templates" (organization permitions). But I can't see any template with a user that has a new_role. any idea? -- Magy Tag: Customize Activities Tag: 102653
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    - SQL Server agent I cannot seem to locate anything that explains what SQL Server Agent is doing in CRM 4.0. We know it is a prerequisite but I cannot seem to find anything that explains what it is doing or why it is needed for CRM 4? Can anyone point me to some documentation that explains why the agent is needed? -- Leo Tag: Customize Activities Tag: 102652
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    - ArgumentException: Invalid state for this entity: [entityName] Hi everyone, I was wondering if anyone has ever seen this error, basically after an upgrade to CRM 4, I have a couple of entities and when I try to deactivate a record, it displays an error, after searching for the logs I found "ArgumentException: Invalid state for this entity: [entity name]: Inactive Parameter name: state" What's this? It worked in CRM 3, anyone knows what happened? Details: at ErrorInformation.LogError() at ErrorInformation..ctor(Exception exception, Uri requestUrl, Boolean logError) at ErrorInformation..ctor(Exception exception, Uri requestUrl) at MainApplication.Application_Error(Object sender, EventArgs eventArguments) at EventHandler.Invoke(Object sender, EventArgs e) at HttpApplication.RaiseOnError() at HttpApplication.RecordError(Exception error) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequestNoDemand(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >MSCRM Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception of type 'System.Web.HttpUnhandledException' was thrown. Error Message: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Error Details: Exception of type 'System.Web.HttpUnhandledException' was thrown. Source File: Not available Line Number: Not available Request URL: http://localhost:5555/[organisation]/_grid/cmds/dlg_deactivate.aspx?iObjType=10000&iTotal=1&sIds={D0947FF0-1CBD-DC11-8D0B-0003FFF7A219}&confirmMode=1 Stack Trace Info: [ArgumentException: Invalid state for this entity: [entity name]: Inactive Parameter name: state] at Microsoft.Crm.Application.Platform.EntityProxy.ConvertStateToInt(String entityName, String state) at Microsoft.Crm.Dialogs.DeactivateDialogPage.ConfigureForm() at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) [HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.] at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.wooninvesteringsfonds__grid_cmds_dlg_deactivate_aspx.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Customize Activities Tag: 102651
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    - Custom Button Hi , I need to create a custom button in crm that will perform the following in sequence: 1. The user selects a number of records in the entity by highlighting them 2. Clicks the custom button 3. The system performs an action on each entity record the user selected. An example of this button would be the delete button , the user highlights a number of records in the entity view screen hits the delete button and the system deletes all the records that the user selected. What i am stuck at is how to pass the Guid of each record selected by the user into the parameters of url for the button. Does passparams work? Thank you for your time and help Shane Tag: Customize Activities Tag: 102648
  - 22
    - Publishing Sales Literature Hi We would like to customize the Sales Literature area to offer similar functionality as the Knowledge Base. We would like our sales people to upload sales literature to a draft or unpublished area and for a sales manager to approve the literature and move the literature to a published area. We would prefer for sales people to only see their draft articles and to be able to view all published articles. I have briefly looked into customizing the sales literature area and a few problems that we may encounter is that the Sales Literature area is an organization owned entity. I was thinking of using the Employee Contact field to create views etc. however we cannot assign or share Sales Literature. Has anyone done anything similar or have any ideas? Thanks alot Mark Tag: Customize Activities Tag: 102646
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    - The workflow email no set to case hi. i create a case workflow. when create a new case. create a task create a email to contact but my problem is the task is created and email is send but email is no in history. is it have any way can let the email create by workflow link back to case. thank you. Tag: Customize Activities Tag: 102644
  - 24
    - Unable to detect language settings in eventviewer Outlook Client 4 Hello, another problem with the outlook client 4.0. A view machines get the following error in the eventlog : Event Type: Error Event Source: MSCRMAddin Event Category: None Event ID: 5909 Date: 7/11/2008 Time: 9:27:42 AM User: N/A Computer: NLCAPD9VQS72J Description: The Microsoft CRM Outlook add-in failed to initialize the user's language setting. Restart Microsoft Outlook and try again. HR=0x8013150b. Context=. Function=CAddin::HrActivateAddin. Line=650. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. The user has FULL access to the CRM. Anybody? GR Wilco Tag: Customize Activities Tag: 102638
  - 25
    - picklist Synchronization in CRM 3.0 to 4.0 Hi, I have created a custom picklist in crm3.0, where VALUE of picklist are different than the Value of CRM4.0 pick list. Does it impact while Synchronization, i mean when migrating from 3.0 to 4.0? eg: Attribute Picklist3.0 One value is 1 Two value is 3 Three value is 2 Four value is 5 (HERE Value 4 is no longer, its deleted) Attribute Picklist4.0 One value is 1 Two value is 2 Three value is 3 Does is required the same order value in both version? -john Tag: Customize Activities Tag: 102636

We have requirement to track various products with activities (email, fax,
appointment, etc) and associated account. For example: A phone call activity
for Account X (Regarding) had following marketing products discussed: prd1,
prd2, prd3. The marketing product is an entity.

Can activities be customized to include this kind of scenario (either in crm
3 or 4)?

Thanks.

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