Editing forms

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  - 1
    - Error when starting crm web app When I start the CRM web application I receive an error 0x80040E4D. The eventlog says the following: MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. Error Message: Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. 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+IExecutionSte p.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Any ideas what might cause this and what to do about it? Thanks, Jeffry van de Vuurst Tag: Editing forms Tag: 4023
  - 2
    - close opportunity Status reason drop down is "-1" Hi, i have a testinstallation of ms crm here which shows status reason "-1" instead of the normal values listed below. This also happens when trying to close a case in the status reason field. everything else seems to work fine. Any help would be appreciated. Cheers Patrick <status value="1" state="0"> - <labels> <label description="In Progress" languagecode="1033" /> </labels> </status> - <status value="2" state="0"> - <labels> <label description="On Hold" languagecode="1033" /> </labels> </status> - <status value="3" state="1"> - <labels> <label description="Won" languagecode="1033" /> </labels> </status> - <status value="4" state="2"> - <labels> <label description="Canceled" languagecode="1033" /> </labels> </status> - <status value="5" state="2"> - <labels> <label description="Out-Sold" languagecode="1033" /> Tag: Editing forms Tag: 4021
  - 3
    - Error Message when send mail in CRM. If somebody got this problem and know why, please give me some information! Thanks a log ================================= Event Type: Error Event Source: Microsoft CRM Event Category: None Event ID: 2 Date: 7/18/2003 Time: 4:34:47 PM User: N/A Computer: CRM Description: MSCRM Platform Error Report: -------------------------------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : A SOAP error occurred: '<error><code>80070005</code><description>Access is denied. </description></error>'</details><file>D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h</file><line>47</lin e> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : A SOAP error occurred: '80070005Access is denied. ' Source File: D:\mscrm\Build\3017 \src\platform\include\proxy\proxyutil.h Line Number: 47 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.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) ================================= Tag: Editing forms Tag: 4017
  - 4
    - Power Point slide show How do I copy my pp slide show to a cd rom, I keep getting a this a read only file. thanks Roger Tag: Editing forms Tag: 4014
  - 5
    - Default value for a field in the create form Hi all, It's possible to define a default value for a field, in the create form ? Thanks, Hugo Tag: Editing forms Tag: 4011
  - 6
    - Customizing Pick list values in forms We are having trouble seeing our changes to forms and their pick list values. We have added the custome values in system customizations and saved them but when we go into CRM we don't see the values we added to the drop down. Do we need to "publish" these changes some way. I'm sure it is something simple we are missing I'm just not seeing it. An example would be under leads. We want to add customized lead sources to the field under the details tab. Tag: Editing forms Tag: 4005
  - 7
    - Excel Does anyone know how to link documents together? I want to be able to jump from one cell in one document to a whole other document. If anyone has any ideas it would be greatly appreciated. Thanks. Tag: Editing forms Tag: 4004
  - 8
    - Promote E-mail to CRM Activity Anyone have run into the following problem? E-mail with a URL in the body of a message is promoted to a CRM activity and the hyperlink to the URL is lost. Tag: Editing forms Tag: 4002
  - 9
    - Installing Crystal Designer on Same Server as CRM Hi, Is it okay to install the Crystal Reports Designer on the same machine that contains an instance of CRM? This server also has the Crystal Enterprise piece installed. Tag: Editing forms Tag: 3999
  - 10
    - Using cell references in Excel hyperlinks Anyone know if this is possible? This would be so useful!! Tag: Editing forms Tag: 3998
  - 11
    - printers TRYING TO FIND WHAT PRINTERS ARE COMPATABLE WITH GREAT PLAINS DYNAMICS 6.0 USING WINDOWS 2000 Tag: Editing forms Tag: 3995
  - 12
    - making money IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk -- it really works! If all the following instructions are Adhered to, you will receive extraordinary dividends. PLEASE NOTE; Please follow these directions EXACTLY, and $50,000 or more can be Yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue it's success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists.  Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income, which is made from people like you and me asking to be included in that list. Here are the 4 easy steps to success: Step 1: Get 6 separate pieces of paper and write the following on each Piece of paper: 'PLEASE PUT ME ON YOUR MAILING LIST." Your name and Address, and $1.00 bill. What you are doing is creating a service. THIS S ABSOLUTELY LEGAL! You are requesting a legitimate service and You are paying for it! Like most of us, I was a little skeptical and little Worried about the legal aspects of it all. So I checked it out with U. S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses: #1)A. Laskowska P.O. BOX 714 Green River, WY 82935 #2) A. Warren Russell 540 Logan St. Green River, WY 82935 #3) F. Rodriquez P.O. Box 107 Schertz, Tx 78154 #4) Jason Gillenwater 1201 Falls Creek Landing New Albany,IN 47150 #5)Patrick Lanier 4110 Pebble Ridge Circle Apt. 4 Colorado Springs Co. 80916 #6) Johnny Staffiles P.O. BOX 970 Oneco, FL 34264 STEP 2: Now take the #1 name off the list that you see above, move the  Other names up (6 becomes 5, 5 becomes 4 , etc.) and add YOUR name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to the original as possible. Now, post your amended article to at least 200 Newsgroups. (I think there are close to 2.4 million groups) All you need is 200, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 via the Postal lottery laws. You can find Title 18 Sec. 1302 & 1341 via www.findlaw.com. Keep a copy of these steps for yourself and, whenever you need money, you can use it again, and again. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the  money that so many others have received will come your way. NOTE: You may want to retain every name and address sent you, either on a \computer or hard copy and deep the notes people sent to you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) Remember: Close adherence to the directions are required to maintain Legality for your program. So, as each post is downloaded and the Directions carefully followed, six members will be reimbursed for their Participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 Position you will be receiving thousand of dollars in CASH! What an opportunity for only $6.00 ($1.00 for each of the first six people listed Above) Send it now, add your own name to the list and you're in business! DIRECTIONS FOR HOW TO POST TO NEWSGROUPS Step 1: You do not need to retype this entire letter to do your own Posting. Simply put your cursor at the beginning of this letter and drag Your cursor to the bottom of this document, and select "copy" for the edit Menu. This will copy the entire letter into the computer's memory. Step 2) Open a blank 'notepad" file and place your cursor at the top of the blank page. From the "edit" menu select "paste." This will paste a copy of the letter into notepad so that you can add your name to the list. Step 3) Save your new notepad file as a .txt file. If you want to do your posting in different settings, you'll have this file to go back to. Step 4) Use Netscape or Internet explorer and try searching for various Newsgroups (on-line forums, message boards, chat sites, discussions). Step 5) Visit these message boards and post this article as a new Message by highlighting the text of letter selecting paste from the Edit menu.Fill in the Subject, this will be the header that everyone sees, as they scroll through the list of postings in a particular group, click the Post message button. Your done with your first one! Congratulations...THAT'S IT. All you have to do is jump to different newsgroups and post away, after You get the hang of it, it will take about 30 seconds for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU IN, THE; MORE MONEY YOU WILL MAKE! BUT YOU HAVE TO POST MINIMUM OF 200** That's it! You will begin receiving money form around the world within days! You may eventually want to rent a PO Box due to the large amount of mail, you will receive.If you wish to stay anonymous, you can invent a name to use, as long as the postman will deliver it. **JUST MAKE SURE ALL THE ADDRESSES ARE CORRECT** Now the WHY part: Out of 200 postings, say I receive only 5 replies (a very low example). So then I made $5.00 with my name at #6 on the letter. Now, each of 5 persons who just sent me $1.00 make the MINIMUM 200 posts, each with my name at #5 and only 5 persons respond to each of the original 5, that is another $25.00 for me, now those 25 each make 200 MINIMUM posts with my name at #4 and only 5 replies each, I will bring in an additional $125.00! Now, those 125 persons turn around and post the MINIMUM 200 With my name at #3 and only receive 5 replies each, I will make an additional $626.00! OK, now here is the fun part each of those 626 persons post a MINIMUM 200 letters with my name at #2 and they each only receive 5 Replies, that just make me $3125.00! Those 3,125 persons will all Deliver this message to 200 newsgroups with my name at #1 and if still ONLY 5 persons per 200 newsgroups react I will receive $15,625.00! With an original investment of only $6.00! AMAZING! When your name is No longer on the list, you just take the latest posting in the newsgroups, And send out another $6.00 to names on the list, putting your name at POSTION #6 again. The thing to remember is: do you realize that thousand of people all over the world are joining the Internet and reading These article everyday? JUST LIKE YOU are now!! So, can you afford $6.00 and see if it really works?? I think so.. People have said. "what if the plan is played out and no one sends you the money? So What! What are the chances of that happening when there are tons of new honest users and new honest people who are joining the Internet and newsgroups everyday and are willing to give it a try? Estimates are at 20,000 to 50,000 new users, every day, with thousand of those joining the actual Internet. Think about it, it's only $6.00 bucks! If it doesn't work, What have you really lost?  A few bucks that you probably would have spent on a lottery ticket that Has even harder odds to win at! Remember, play FAIRLY AND HONESTLY and this will really work . Tag: Editing forms Tag: 3994
  - 13
    - 2Prob Hi I have two problem, 1. The calendar at the right top corner of the Workplace-Calendar not works, there is a text "NaN" in every field. But other pop-up calendars works well. 2. I was create an appointment with CRM Outlook client , but appointment created in only my account and it didnt sent any request to ather attendees. When I looked to appointment details in the scheduling tab, I see other attendees as domain\user and their free/busy data not shown, if i correct as "username" it shows free/busy data. Osman SHENER Tag: Editing forms Tag: 3993
  - 14
    - disabled Is anybody know? how I disabled copy and paste in my database. Thanks Tag: Editing forms Tag: 3991
  - 15
    - Uploading/Downloading Files using System.Net.WebClient I've had enough people ask me about uploading/downloading file attachments using the SDK, so I thought I'd share this code with the group. These are two functions that should've been provided with the SDK, because the static HTML page example is not very flexible. Here is are the function definitions required to upload/download files using the SDK. If you want to use an already completed implementation, look at the document archive feature of ManagePoint (http://www.managepoint.com) -Mark -------------------------------------------------------- using System; namespace CRMMapper { /// <summary> /// Summary description for Document. /// </summary> public class Document { public Document() { } public void UploadFile(int AttachmentType, string AttachmentID, string ErrorURL, string FileName, byte[] FileByteArray, string SuccessUrl, System.Net.NetworkCredential Credentials, string CRMPath) { string body; CRMUser CRMUSER = new CRMUser(CRMPath); string vbCrLf = Convert.ToString((char)13) + Convert.ToString((char)10); string vbCr = Convert.ToString((char)13); string vbLf = Convert.ToString((char)10); string boundary = "aevom43s98jq30m9w492024234ioafwf02439t0j05wa35w5ref"; System.Text.StringBuilder StrB = new System.Text.StringBuilder(); StrB.Append(System.Text.Encoding.Default.GetString(FileByteArray)); body = "--" + boundary + vbCrLf + "Content-Disposition: form-data; name=\"AttachmentType\"" + vbCrLf + vbCrLf + "5" + vbCrLf + "--" + boundary + vbCrLf + "Content-Disposition: form-data; name=\"AttachmentId\"" + vbCrLf + vbCrLf + AttachmentID + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"UserId\"" + vbCr + vbLf + vbCr + vbLf + CRMUSER.UserId + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"MerchantId\"" + vbCr + vbLf + vbCr + vbLf + CRMUSER.MerchantId + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"ErrorURL\"" + vbCr + vbLf + vbCr + vbLf + ErrorURL + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"SuccessURL\"" + vbCr + vbLf + vbCr + vbLf + SuccessUrl + vbCr + vbLf + "--" + boundary + vbCr + vbLf + "Content-Disposition: form-data; name=\"userFile\"; filename=\"" + FileName + "\"" + vbCr + vbLf + "Content-transfer-encoding: base64; " + vbCr + vbLf + "Content-Type: application/binary; " + vbCr + vbLf + vbCr + vbLf + StrB.ToString() + vbCr + vbLf + "--" + boundary + "--" + vbCr + vbLf; System.Net.WebClient myWebClient = new System.Net.WebClient(); myWebClient.Credentials = Credentials; string URL = System.Configuration.ConfigurationSettings.AppSettings["MSCRMServerAddress"] + "NoteUpload.srf"; myWebClient.Headers.Add("Content-Type", "multipart/form-data; boundary=" + boundary); myWebClient.Headers.Add("User-Agent", "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; T312461; .NET CLR 1.0.3705)"); myWebClient.Headers.Add("Accept", "image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, application/vnd.ms-excel,application/msword, application/vnd.ms-powerpoint, */*"); myWebClient.Headers.Add("Accept-Language", "en-us"); myWebClient.Headers.Add("Cache-Control", "no-cache"); Byte[] bResponse = myWebClient.UploadData(URL, "POST", System.Text.Encoding.Default.GetBytes(body)); } public Byte[] DownloadFile(string AttachmentID, string AttachmentType, System.Net.NetworkCredential Credentials, string CRMPath, string ErrorURL, string FileName) { CRMUser CRMUSER = new CRMUser(CRMPath); System.Net.WebClient myWebClient = new System.Net.WebClient(); myWebClient.Credentials = Credentials; string querystring = "AttachmentType=" + AttachmentType + "&AttachmentId=" + AttachmentID + "&UserId=" + CRMUSER.UserId + "&MerchantId=" + CRMUSER.MerchantId + "&ErrorURL=" + ErrorURL + "&FileName=" + FileName; myWebClient.Headers.Add("User-Agent", "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; T312461; .NET CLR 1.0.3705)"); myWebClient.Headers.Add("Accept", "image/gif, image/x-xbitmap, image/jpeg, image/pjpeg, application/vnd.ms-excel,application/msword, application/vnd.ms-powerpoint, */*"); myWebClient.Headers.Add("Accept-Language", "en-us"); myWebClient.Headers.Add("Cache-Control", "no-cache"); Byte[] bResponse = myWebClient.DownloadData(System.Configuration.ConfigurationSettings.AppSetti ngs["MSCRMServerAddress"] + "NoteDownload.srf?" + querystring); return bResponse; } } } Tag: Editing forms Tag: 3987
  - 16
    - Changing System Required fields into Bussiness Recommended Hi all, Is there any possibility to change a System Required field into a Bussiness Recommended one ? I would like to do it with 'customerid' from opportunity entity. Thanks, Hugo Tag: Editing forms Tag: 3980
  - 17
    - How to format and restore the CRM server Hi. I need to format and restore the CRM server. This is a unique box with ActiveDirectory, SQL, CRM. What is the correct path to walk through ? Tag: Editing forms Tag: 3970
  - 18
    - Sales For Outlook (ISV Integration) Hello, I have gone through the ISV integration for browser client but actually just putting my hands in the sales for outlook client. So, I need to ask some basic questions... i- My understanding is that there is a built-in Addin provided with the sales for outlook client and we are not allowed to perform any ISV integration in it. Is it right? ii - If the answer to above question is correct, can we just customize it to some extent? If so, how much. iii - To integrate ISV in it, do I need to write my own Addin for outlook, if this is the only solution for now..... I will appreciate any basic steps towards it. Or a link from where I can get some help. Thanks Farhan Zia Tag: Editing forms Tag: 3964
  - 19
    - CDFMigrationTool No Longer Working for Me? We just completed our testing efforts of MS CRM and as a result, decided to restore the 4 CRM databases (_MSCRM, _METABASE, _CRMCRYSTAL, _MSCRMDISTRIBUTION) back to a 'clean' state. Apparently, the restoration files captured the databases in a state prior to running the migration tool to import our contacts from the CDF database into the CRM database(s). I've tried to run the migration tool several times now after the databases were restored, but it appears that nothing is being migrated. The time it takes for the tool to finish running now is extremely shorter than what it took for the intial (and successful) migration. Any thoughts? Tag: Editing forms Tag: 3958
  - 20
    - Dictionaries I have just installed MS office with windows XP. I set the language to English (Australian) as shown in the control panel. However when I write a document in any application the dictionary used is English (US). How do I set it to Australian? Also, when I try to add an item to the dictionary, the command is "greyed" out. How do I fix this. Thanks PC Tag: Editing forms Tag: 3957
  - 21
    - Help with ActionParameters I'm not sure how many people out there are using the SDK with CRM, but this is a question for those who are. I'm trying to learn about Workflows; more specifically about programming them through the SDK. What I'm trying to do is create a workflow which, upon the creation of an account, updates the email address to some other value. This is purely academic and I'm only doing this so I can get a better understanding of workflows and the SDK, etc. I've ran into a snag, however, in trying to add a parameter to my Action. Currently I've created the Process (process.Create()), created the Step (process.CreateStep()), created the Action (process.CreateAction()), and now I'm trying to add Parameters. One of the XML elements for a parameter has a value that is also an XML string (the XML for the new value of the EmailAddress1 field for the Account that's being updated). See the C# below .... ============================================================================ ===== System.Text.StringBuilder query= new System.Text.StringBuilder(79); query.Append("<account>"); query.Append("<emailaddress1>MyFrickinEmailAddress@me.com</emailaddress1>"); query.Append("</account>"); try { System.Text.StringBuilder parameter3XML= new System.Text.StringBuilder(105); parameter3XML.Append("<wfparameter>"); parameter3XML.Append(" <name>EntityXML</name>"); parameter3XML.Append(" <actionid>"+actionID+"</actionid>"); parameter3XML.Append(" <parametertypecode>"+Microsoft.CRM.Flags.WORKFLOW_PARAMETER_TYPE.WFPM_VALUE. ToString()+"</parametertypecode>"); parameter3XML.Append(" <datatype>"+Microsoft.CRM.Flags.WORKFLOW_DATA_TYPE.WFDT_XML.ToString()+"</da tatype>"); parameter3XML.Append(" <value>"+query.ToString()+"</value>"); parameter3XML.Append(" <orderofevaluation>3</orderofevaluation>"); parameter3XML.Append("</wfparameter>"); process.CreateActionParameter(userAuth,parameter3XML.ToString()); } catch(System.Web.Services.Protocols.SoapException err) { Console.WriteLine("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); return; } ============================================================================ ===== When I send the parameter to the CRM server (process.CreateActionParameter()), I get the following exception back - ============================================================================ ===== ErrorMessage: SOAP Server Application Faulted <detail><error><code>80041a04</cod e><description>A parse error was encountered in the XML</description><details>A tag was encountered where data was expected at line 1, column 1 80</details><file>d:\mscrm\build\3017\src\platform\include\omcore\CrmPropert yBag Util.inl</file><line>490</line></error></detail> Source: System.Web.Services ============================================================================ ===== I've narrowed it down to the fact that I'm sending an xml string along as the parameter to my value element, but I don't know how else to do it than the way I currently am. I don't understand why CRM is choking on this! ANY feedback would be greatly appreciated! Ben Tag: Editing forms Tag: 3954
  - 22
    - Email KB article Is it possible to email a KB article to a customer in CRM? I'd like our techs to be able to send them. Or can you give customers access to KB articles? John Tag: Editing forms Tag: 3949
  - 23
    - Exchange Server Since I can't use Exchange 2003 with CRM yet, I thought I'd create a new server on my network running Exchange 2000 and use it strictly for CRM. However, I can't seem to find where, in CRM, I change the name of the Exchange server it is supposed to use. Does anyone know how to change it? Thanks Bert Tag: Editing forms Tag: 3936
  - 24
    - Auditing Software??!? My network admin is searching for software to evaluate installed programs on a pc. Ideally, we'd like to run the program, and have it report the installed programs on the pc's throughout the network. I am completely lost as where to find anything like this, are there any recommendations? Tag: Editing forms Tag: 3927
  - 25
    - How to add new Lookup Fields ? Hi I need to add new lookup field to some entities (or add some workaround that satisfy the same needings). For instance I need to add (somethink like) a lookup field to the Quote to refer to another Account (<Potential Supplier>) different from the standard field <Potential Customer>. I have the same needings for Orders, Invoices, Opportunities. How can I solve this ? Thanks Sebastiano Tag: Editing forms Tag: 3925
- Next
  - 1
    - Put new fields visible Hi all, I've created new fields in the oportunity entity but they don't appear when i create a new one after that. It's necessary to put them visible ou doing something else ? Thanks, Hugo Fonseca Tag: Editing forms Tag: 3924
  - 2
    - Email notifications Is there a way to have a person, specificly the email contact on the account, emailed when ever a change is made in the status of a case? Also, is there a way to create a custom case status? Thanks in advance. Billy Dodson Tag: Editing forms Tag: 3923
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    - Escalating issues to managers In the Microsoft CRM User's Guide (help file included with the CRM Implementation Toolkit), there is a topic titled "Using Workflow Processes and Rules" from which I am reading the following excerpt: You can use Microsoft® Business Solutions Customer Relationship Management (Microsoft CRM) to automate internal business processes by creating workflows to carry out routine tasks that involve daily business operations. These processes can be designed to ensure that the right information gets to the right people at the right time, and help participants keep track of the steps they have to take to complete their work. Your managers can define, automate, and enforce specific business rules, policies, and procedures. Microsoft CRM can automatically escalate overdue service requests, alert salespeople about pipeline management issues, and alert the sales force about key events. Microsoft CRM Workflow tools enable you to: a.. Define business policies based on established processes. b.. Ensure that customer commitments are met. c.. Automatically escalate issues to management when required. d.. Level workloads across teams and territories. e.. Manage key business policies and procedures. f.. Ensure a consistent service process. I am specifically interested in the sections that say that "Microsoft CRM can automatically escalate overdue service requests..." and that Microsoft CRM Workflow tools enable you to "Automatically escalate issues to management when required." I have found no documentation anywhere else on how to do this, and I have found no other references to escalation in Microsoft CRM on the web or in this newsgroup. I also saw no way to do this with the functionality provided by the Workflow Manager. Has anyone else set up escalation rules in Microsoft CRM? (Ideally, we would like to escalate overdue user activities to the user's manager.) -- Marc Wojtowicz Tag: Editing forms Tag: 3917
  - 4
    - Importing Multiple contacts to a master account I'm trying to get the new microsoft CRM to group multiple contacts under 1 key account. For example: I have 10 contacts for Nokia and I want to put them all under Nokia. Instead, when I export my excel file to the crm it turns all the contacts into there own master files, unconnected. Is there a way to import the files and have them sync up under the proper master account? Tag: Editing forms Tag: 3914
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    - Problem! Hey everyone... i'm working at the Port Authority of NY & Nj as a summer intern... I have to do some research. here goes: They'd like to allow employees access their Outlook via intranet and internet. That's not possible at the moment. Our current webServer is iPlanet. They use MS Exchange Server 2000 and Outlook 2000. Can these three be configured to allow them the internet / intranet access to their emails? Or will they need an IIS? If so, any version of IIS? I need details please. Tag: Editing forms Tag: 3913
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    - Logon HELP! I set up an account for a user on my business network giving them Domain Admin privelidges, but now when they try to logon using Domain User privelidges, it fails to load after the logon on screen and background. PLEASE HELP!! Tag: Editing forms Tag: 3907
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    - Time-Based Wait in Workflow Manager I want to automatically create a task for an opportunity 1 day before an appointment date (I have not yet created/used a field for this) that is entered for that opportunity. The "Time-Based Wait" in the Workflow Manager seems to be the best tool to do this, but the "createdon" field is the only one that seems to be available to select in a time-based wait. I see that there are several fields with datetime datatype in the Opportunity schema, so I expected these fields to appear as options in the time-based wait as well. Any suggestions? -- Marc Wojtowicz Tag: Editing forms Tag: 3906
  - 8
    - Question for Microsoft Hi, I have some clients running SBS 2000 now. If I install CRM for those customers, and planning to upgrade them to SBS 2003 when it releases. Will Microsft fix the problems for CRM not running on Windows 2003 by then? Thanks Tag: Editing forms Tag: 3903
  - 9
    - CRM notes Hi, I don't see any options in CRM to add a date field to notes for easier search in the future. Can you modify the note form? Thanks Mike Tag: Editing forms Tag: 3900
  - 10
    - How do I host my own website? Tag: Editing forms Tag: 3899
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    - CRM - your opinions please! Hi, There seems to be hundreds of CRM software packages out there. I am trying to understand what makes a good CRM package. My motivation for asking is that I am vaguely thinking of writing my own CRM package, but I need to find out more about user requirements. Please can you answer some quick questions for me!? Thanks! 1/ What "non-Microsoft" CRM software have you used - what did you think of it? - and do you have a URL for it? 2/ How do you think Microsoft CRM compares to competitor products? What does it have that the others dont, and/or lack which the others have? 3/ What are the 3 (or more?) important key features that you need in CRM software? Even a brief reply would be helpful to me! Thanks! Owen Tag: Editing forms Tag: 3898
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    - Cannot open database requested error Hi. I have just installed the CRM Server on a test machine. I have not yet installed the Email Gatewary on my Exchange Server. when I try to go to my CRM site to begin adding users I get a generic error message. In my event log I see the following error that occurred at the exact moment I got the error: MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: Cannot open database requested in login 'Comsense_Inc_METABASE'. Login fails. Error Message: Cannot open database requested in login 'Comsense_Inc_METABASE'. Login fails. 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+IExecutionSte p.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) I was sure to add the Domain Users group the the SQL Server logins, and provide access to the Metabase and CRM databases. What am I missing here? Thanks for any help. Patrick Teas Comsense Inc. Tag: Editing forms Tag: 3896
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    - Enterprise Manager Hi. We have crm on a server in it's own domain. The server's over there. I can open the client to CRM on my own machine here at my desk. I manage all our SQL servers from my desk. Is it impossible to connect in Enterprise Manager to the CRM databases from here at my desk? It looks like I can only connect to them in EM when I'm actually at the CRM server. Tried client network utility using tcp/ip. Created a SQL username and password to get in too. Thank for any info. Tag: Editing forms Tag: 3893
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    - .NET 1.1 Is it true MS-CRM does not work with .NET v1.1 and only works with .NET 1.0 sp2? Thank you! - MDM Tag: Editing forms Tag: 3892
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    - User Access Error I get the following error message when typing http://localhost. I have installed the default system Adventure Works, have verified I put in the license and the name correctly. I have looked at Google/DejaNews but have not been able to find anything. I've spent a lot of time tinkering. Before I burn one of my MSDN calls to MS, I thought I might see if anyone had any thoughts. ---------------------- User Access Error The logged on user is either not a Microsoft CRM user, is disabled in the system, had not been assigned any security roles, or has not been assigned a license. ---------------------- I am working, for the first time with Windows 2003 and, for the first time, with Microsoft CRM. I've installed the default CRM domain. I believe I have installed and configured everything correctly -- but that is what everyone thinks. Much appreciate any assistance!! - MDM Tag: Editing forms Tag: 3889
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    - Accounts vs Contacts and their relationship Trying to figure out how the account and contact information is linked? You can create an account and associate it with a primary contact but when you go to the contact the account information isn't there and you have to associate it back to the account. Seems like an awful lot of work? kwagner@nltch.com Tag: Editing forms Tag: 3884
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    - MS CRM for Investment Industry Hi: Do you know of any add-on out there that allows the integration of Money Market Directory (MMD) and Nelson's data into Microsoft CRM? Thanks! Sal Tag: Editing forms Tag: 3880
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    - MS works spreadsheet I am using the works spreadsheet to amortize a loan for 24 months. The spreadsheet will only show 11 payments. Is there any way to get it to show the remaining payments and the baloon at the end? Tag: Editing forms Tag: 3877
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    - Exel's Custom toolbar I assinged a custom macro to a custom button on a custom toolbar in Excel and attach the toolbar to the workbook. But when I copy the workbook to a network location and then to user's computers the path to the macro is changed. So instead of the path being "Macro1" it changes to "C:\MyWorkbook!Macro1." When the button is pressed we get an error message that "MyWorkbook is already open" because it tries to re-open the workbook. I've tried everything to stop this. Even Microsoft is ignoring me. Tag: Editing forms Tag: 3866
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    - Going Wireless We are a small business, presently using laptops and running Windows 2000 Professional. We developed a proprietary program using Microsoft Access in Office 97, which we use to create "order" files (I believe these are .dbt files) which are sent to different offices worldwide as email attachments. The receiving office then downloads the files so as to become part of that office's "order" database. Here's the question. Is it possible for us to go wireless (whether in Windows 2000 or not) and send our order files (attachments) without a hardwire connection? Thanks, Dale Tag: Editing forms Tag: 3863
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    - Can not login at customers site with Crystal I am at a customer site and can not use the Crystal special data source for CRM. Each time I try to login with the correct address on their network and a different user name as the data source allows you to do, I receive an error saying the user can not be authenticated. I submit the user in the form domain\username with the correct password. Has any one else run into this problem, as a solutions partner? Tag: Editing forms Tag: 3858
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    - Custom Forms not installed When I installed Sales For Outlook (the june release) on a machine the user receives a "Custom Forms not installed" error every time they start up sales for outlook. This is on XP pro. All of our other CRM users do not seem to be having this problem. Any ideas? Tag: Editing forms Tag: 3856
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    - Re : Migrating emails from active Exchange 2000 to a offline Exchange 2000 I need to move emails from a production Exchange 2000 to an offline exchange 2000 and move it back later to the same exchange server 2000 after repair or reformat .... something like moving the .pst from 1 desktop computer to another desktop for viewing that I have the correct files loaded. Tag: Editing forms Tag: 3855
  - 24
    - 2000 internet error I searched the knowledge base, and this article is exactly what we are experiencing - but we don't use MOE 4.01 for Solaris. "The information in this article applies to: Microsoft Outlook Express 4.01 for Sun Solaris This article was previously published under Q186272 SYMPTOMS When you attempt to connect to a Post Office Protocol (POP3), Simple Mail Transport Protocol (SMTP), or Network News Transfer Protocol (NNTP) server, you may receive one or more of the following error messages: Your POP3 server has not responded in 60 seconds. Would you like to wait another 60 seconds for the server to respond? -or- A TCP/IP error occurred while trying to connect to server... Protocol: POP3, Port: 110, Secure(SSL): No, Error Number: 0x800CCC15 CAUSE This behavior occurs when you connect to your Internet mail server using a SOCKS proxy server, even though you can successfully connect to the Internet using a SOCKS proxy server. Outlook Express for Sun Solaris is unable to use a SOCKS proxy server. STATUS Microsoft has confirmed this to be a problem in Microsoft Outlook Express for Sun Solaris. MORE INFORMATION If you monitor the SOCKS proxy server, the tool that you use to monitor the SOCKS proxy server may not report any requests by Outlook Express." I don't know what to do with this information and it has me concerned that they only list the help for a program we aren't using. Can anyone explain this to me? We recently upgraded the computer from win 98 to 2000 NT. Thank you Kelly Tag: Editing forms Tag: 3854
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    - Customizing Crystal Reports Hello. I am trying to customize the default CRM reports to include parameter fields which will allow users to view a specific subset of data. I am able to customize the report and when I open the report from CRM it correctly prompts me for the parameters. However when I hit "View Report" the following error is returned: "Error encountered by Crystal PageServer The error message returned is: File c:\inetpub\wwwroot\viewrpt.cwr not found. [On Cache/Page Server: CRM2.pageserver]" Thanks for any suggestions. Tag: Editing forms Tag: 3853

What I wanted to know is how I edit Contacts Form. If you open a contact
form then u see all the tabs Info, Sales, Cases, Activities,Notes,Contact
... on the left site how do I add one to the left side and create new forms
to go in there? Like create one called "Professional" and create a form for
that professional tab ...

Top

Re: Editing forms by John

John
Sun Jul 20 13:09:43 CDT 2003

you need to start looking at the sdk which will explain how to add
customizations like this to crm

"Edgar Engibarian" <edgar@bellcpa.com> wrote in message
news:eSuPJiYTDHA.3132@tk2msftngp13.phx.gbl...
> What I wanted to know is how I edit Contacts Form. If you open a contact
> form then u see all the tabs Info, Sales, Cases, Activities,Notes,Contact
> ... on the left site how do I add one to the left side and create new
forms
> to go in there? Like create one called "Professional" and create a form
for
> that professional tab ...
>
>

Top