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  - 1
    - 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: Email notifications Tag: 3917
  - 2
    - 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: Email notifications Tag: 3914
  - 3
    - 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: Email notifications Tag: 3913
  - 4
    - 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: Email notifications Tag: 3907
  - 5
    - 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: Email notifications Tag: 3906
  - 6
    - 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: Email notifications Tag: 3903
  - 7
    - 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: Email notifications Tag: 3900
  - 8
    - How do I host my own website? Tag: Email notifications Tag: 3899
  - 9
    - 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: Email notifications Tag: 3898
  - 10
    - 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: Email notifications Tag: 3896
  - 11
    - 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: Email notifications Tag: 3893
  - 12
    - .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: Email notifications Tag: 3892
  - 13
    - 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: Email notifications Tag: 3889
  - 14
    - 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: Email notifications Tag: 3884
  - 15
    - 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: Email notifications Tag: 3880
  - 16
    - 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: Email notifications Tag: 3877
  - 17
    - 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: Email notifications Tag: 3866
  - 18
    - 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: Email notifications Tag: 3863
  - 19
    - 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: Email notifications Tag: 3858
  - 20
    - 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: Email notifications Tag: 3856
  - 21
    - 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: Email notifications Tag: 3855
  - 22
    - 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: Email notifications Tag: 3854
  - 23
    - 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: Email notifications Tag: 3853
  - 24
    - Task ownership changes when assigning opportunities We have a sales process that assigns tasks to different people for a single opportunity. For example, one person might be responsible for a phonecall confirming an appointment with the opportunity while the other person might be responsible for a task to meet with the customer. Let me see if I can simplify an example of a problem we are encountering: Opportunity X is owned by User A Sales process creates Task 1 for Opportunity X and Task 1 is assigned to [owner] (which is User A) Sales process creates Task 2 for Opportunity X and Task 2 is assigned to User B User A assigns Opportunity X to User C (through the standard web client) So now... Opportunity X is owned by User C Task 1 for Opportunity X is owned by User C Task 2 for Opportunity X is owned by User C Our problem is that we expected Task 1 to now be owned by User C (which it is), and for Task 2 to remain with User B (which it is NOT.) Is this functionality by design? Does the same thing happen for all objects (Leads, Accounts, etc.) in the system that are assigned to another user? Is there any way to force tasks to remain with the same owner even if the object associated with the task changes ownership? -- Marc Wojtowicz Tag: Email notifications Tag: 3850
  - 25
    - Microsoft sharepoint team services Software: Microsoft sharepoint team services The problem is that if I edit a document in team service using OFFICE XP and save the changes then when I open the same document on a different computer with windows Office 2000 the changes does not appear until I exit team website and comes back in. Any help in this matter will be appreciated. Tag: Email notifications Tag: 3849
- Next
  - 1
    - Repost: Crystal License error - need help Does anyone know where the IWAM_<computer_name> account password is being used by Crystal Reports? In my case I am getting logon errors for this account in the event log every time I try to access the reports. I have installed MSCRM on a Small Business Server 2000 box and I have gotten just about everything working except for the reports. When I try to access the reports I get the error about not enough crystal licenses. I saw the section in the implementation guide about this error but it doesn't seem to apply since the SBS2K box is an AD DC. Looking at the event logs it looks like the primary issue is logging in the IWAM_<server_name> account. Where does Crystal store this password? Incidentally the CrystalAdmin application crashes and will not allow the password to be changed. What type of account is this talking about? Is it a domain user account, a sql account or what? Any help would be appreciated. John Lammey Here are the various event log messages: System Log ID 10004 DCOM DCOM got error "Overlapped I/O operation is in progress. " and was unable to logon .\IWAM_W2 in order to run the server: {3D14228D-FBE1-11D0-995D-00C04FD919C1} ID 36 W3SVC The server failed to load application '/LM/W3SVC/2/Root'. The error was 'The server process could not be started because the configured identity is incorrect. Check the username and password. '. For additional information specific to this message please visit the Microsoft Online Support site located at: App Log Microsoft CRM ID 2 The description for Event ID ( 2 ) in Source ( Microsoft CRM ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. The following information is part of the event: MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: <description>The user id or the team id is missing.</description><file>d:\mscrm\build\3017\src\platform\include\omcore\ entity.inl</file><line>2713</line> Error Message: The user id or the team id is missing. Error Details: Details on this error have not been provided by the platform. Source File: d:\mscrm\build\3017\src\platform\include\omcore\entity.inl Line Number: 2713 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). Security Log ID 676 Authentication Ticket Request Failed: User Name: IWAM_W2 Supplied Realm Name: NTAS1 Service Name: krbtgt/NTAS1 Ticket Options: 0x40810010 Failure Code: 0x12 Client Address: 127.0.0.1 Id 529 Logon Failure: Reason: Unknown user name or bad password User Name: IWAM_W2 Domain: NTAS1 Logon Type: 4 Logon Process: DCOMSCM Authentication Package: Negotiate Workstation Name: W2 ID 675 Pre-authentication failed: User Name: IWAM_W2 User ID: NTAS1\IWAM_W2 Service Name: krbtgt/NTAS1 Pre-Authentication Type: 0x2 Failure Code: 0x18 Client Address: 127.0.0.1 Tag: Email notifications Tag: 3845
  - 2
    - Printing Problem When I print a document in Windows XP Pro, the document stay in the queue. When I re-boot my machine, it prints the document I have printed before. Any ideas? Tag: Email notifications Tag: 3844
  - 3
    - exporting/importing databases Can someone tell me if it is possible to bring a database created in microsoft access into microsoft publisher 2002. any suggestions, I am trying to create a mailing list and I have about 900 entries to transfer. thanks Tag: Email notifications Tag: 3835
  - 4
    - diffs between crm std and crm proffessional suite there is no information on the differences between the 2 products - but I know that crm std suite doesn't have the contracts mgmt piece - but I don't know what else it doesn't have. We have installed the std suite, and need contract mgmt, so I was wondering what else is missing from the std suite. thanks, Paul Sorensen Tag: Email notifications Tag: 3834
  - 5
    - CRM costs I got a lot of small business costs inquiring about CRM for an "ACT" replacement in their businesses. Many of them have 5 to 10 people. Is there a cost effective route to attain this product? I end us getting $1300 per user plus training expenses, etc. I really just want a simple version of the product to replace ACT. Or is this just not the product? Tag: Email notifications Tag: 3833
  - 6
    - Help | Contents | Find | Go button Search from CRM Web Client In short, I have been unable to perform a Help | Contents | Find | Go button search from the CRM web client until I added my domain account to the Administrators Group of the CRM server. It doesn't seem to make sense to me that all CRM users would have to be added to the Administrators Group of the CRM server. I'm assuming this issue could've been avoided during the initial installation of CRM, but I wasn't around when that took place. What can/should I do to address this situation (i.e. having to add CRM users to the Administrators Group in order to use the search)? Thanks! By the way, I was originally getting the following error: Original ASP.NET error information: Stack Trace: [OleDbException (0x80070005): Access is denied.] Microsoft.CRM.Web.HelpFind.ConfigurePage() +512 Microsoft.CRM.Application.Controls.AppPage.OnLoad (EventArgs e) +123 System.Web.UI.Control.LoadRecursive() +29 System.Web.UI.Page.ProcessRequestMain() +724 Tag: Email notifications Tag: 3832
  - 7
    - Change Activity default duration Are sales people would like this changed from 30 minutes to 1 minute. I dont see away to change it. Is there a way to do this? Tag: Email notifications Tag: 3828
  - 8
    - MS CRM Services and Local System account Should the services be running under the local system account or do they need a Network account... What kind of privileges are needed? Thanks Tag: Email notifications Tag: 3827
  - 9
    - Workflow Manager and Workflow Monitor privileges exception I dont know what Workflow Manager and Workflow Monitor are for but if I try to start them up I get the following exception: you do not have suffecient privileges to run the xxxxxxxx. For more information contact the system administrator. Now I believe that I am logged in as the system administrator (Account that installed MS CRM)... I dont know if this has anything to do with our inability to connect to the Exchange Connector to send mail... Later Tag: Email notifications Tag: 3826
  - 10
    - Crystal Session Timeout Errors We get Session Timeout Errors on some of the crystal reports...And this is after just a second or two its not like we sitting and waiting. Any guidance? Tag: Email notifications Tag: 3825
  - 11
    - Cannot remove a TEAM from MS-CRM v1.0 It's really strange that I can only crerate a TEAM in Business Unit and add/remove member to it, but I cannot remove the TEAM itself. My role is System Admin Does anyone meet the same problem? Tag: Email notifications Tag: 3819
  - 12
    - automated way to update the hyperlinks Is there some automated way to update the hyperlinks in all documents on our server there are 1200 of them. We tried to follow a link that I had changed in the a document and it wouldn't work until he actually went in the link, edited it, followed the file, and clicked ok. Of course, many of these are just references and not actual links but to do a manual update or at least figure out which files to prioritize seems a little overwhelming. Some one mentioned they thought there was a way to make these links dynamic. Tag: Email notifications Tag: 3813
  - 13
    - Restricted characters for SQL databases??? We are installing the CRM server and are at the summary form. The SQL databases indicate that they are named "_companyname_inc..." The problem is that our company name is actually "3_companyname_inc...". Will this pose a problem for CRM. We don't want to go further until we can get reasoning why this is so. Thanks in advance Dave Tag: Email notifications Tag: 3806
  - 14
    - return to default? ok if u edit a form ... is there a easy way to return back to factory defaults? Tag: Email notifications Tag: 3804
  - 15
    - Adding a field to the Case Form I am trying to customize the case form to match our business process for supporting customers. Our customers buy 5 hour support blocks from us and our billed in 30 minutes increments. I need to customize the Case form to show the minute balance, minutes used and minutes remaining. Here's what I have done so far: 1. Added a new section called Time On Case - Time Remaining. 2. Added a field called Minutes Used which has a Schema property of billedserviceunits and a minimum value of 30 and a maximum of 2,000. 3. Added a field called Minutes Left which has a Schema property of actualserviceunits and a minimum value of 0 and a maximum of 2,000. All of this works great, but the problem is I need to add another field called Minute Balance with a Schema property of remainingserviceunits with a minimum value of 0 and a maximum value of 300. This is field is not available and none of the other remaining fields will work. How can I add a field to the system or is there another better way to accomplish what I need? Any help would be GREATLY appreciated as I cannot roll out the Service module to the company until I solve this issue. Thanks, Michael Tag: Email notifications Tag: 3801
  - 16
    - Crystal License Error on SBS2K Install I have installed MSCRM on a Small Business Server 2000 box and I have gotten just about everything working except for the reports. When I try to access the reports I get the error about not enough crystal licenses. I saw the section in the implementation guide about this error but it doesn't seem to apply since the SBS2K box is an AD DC. Looking at the event logs it looks like the primary issue is logging in the IWAM_<server_name> account. Where does Crystal store this password? Incidentally the CrystalAdmin application crashes and will not allow the password to be changed. What type of account is this talking about? Is it a domain user account, a sql account or what? Any help would be appreciated. John Lammey Here are the various event log messages: System Log ID 10004 DCOM DCOM got error "Overlapped I/O operation is in progress. " and was unable to logon .\IWAM_W2 in order to run the server: {3D14228D-FBE1-11D0-995D-00C04FD919C1} ID 36 W3SVC The server failed to load application '/LM/W3SVC/2/Root'. The error was 'The server process could not be started because the configured identity is incorrect. Check the username and password. '. For additional information specific to this message please visit the Microsoft Online Support site located at: App Log Microsoft CRM ID 2 The description for Event ID ( 2 ) in Source ( Microsoft CRM ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. The following information is part of the event: MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: <description>The user id or the team id is missing.</description><file>d:\mscrm\build\3017\src\platform\include\omcore\ entity.inl</file><line>2713</line> Error Message: The user id or the team id is missing. Error Details: Details on this error have not been provided by the platform. Source File: d:\mscrm\build\3017\src\platform\include\omcore\entity.inl Line Number: 2713 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). Security Log ID 676 Authentication Ticket Request Failed: User Name: IWAM_W2 Supplied Realm Name: NTAS1 Service Name: krbtgt/NTAS1 Ticket Options: 0x40810010 Failure Code: 0x12 Client Address: 127.0.0.1 Id 529 Logon Failure: Reason: Unknown user name or bad password User Name: IWAM_W2 Domain: NTAS1 Logon Type: 4 Logon Process: DCOMSCM Authentication Package: Negotiate Workstation Name: W2 ID 675 Pre-authentication failed: User Name: IWAM_W2 User ID: NTAS1\IWAM_W2 Service Name: krbtgt/NTAS1 Pre-Authentication Type: 0x2 Failure Code: 0x18 Client Address: 127.0.0.1 Tag: Email notifications Tag: 3791
  - 17
    - Converting leads to Accounts and Contacts Hello All, I imported my initial data as leads and would now like the system to convert all my leads to accounts and contacts. Is it possible to do it all at once? I would like leads that have the same company to be automatically associated with the same company. Tony Tag: Email notifications Tag: 3790
  - 18
    - Access & BarCodes I am importing work order numbers from an access 2000 data base and use it to create a summary report. Those work order numbers are bar coded in the Access2k data base, using BC C39 NARROW. They print on paper as near as I can see correctly, but my barcode wedge will not read them. I need to read them at the end of the day to input the workers time back into the data base from where the report was generated. Any insight will be appreciated. Tag: Email notifications Tag: 3788
  - 19
    - MSCRM Migration Framework Help I have used the MSCRM Migration Framework to import many Accounts and Contacts, but am not getting an error when trying to import Opportunities. When running the "microsoft.crm.datamigration.cdfmigrationtool.exe" program it successfully tests on the Accounts and Contacts but I get the following error on the Opportunity migration. "Processing Entity: Opportunity Entering Correlate Starting Migration Phase A SQL Server error has occurred Migration Phase Complete" I have double-checked the Opportunity Mapping many times but can not determine what is generating the SQL error. Has anyone else seen this generic error? I reviewed the logs, but can not determine what is causing the error. Any suggestions? Todd Tag: Email notifications Tag: 3785
  - 20
    - mass client email I wish to email all of my clients at the same time, without any of them knowing I sent it to anyone else (no carbon copies). I have all my emails in excel. My database is over 1000 clients. My version of Outlook is Office 2000 Professional. thanks Tag: Email notifications Tag: 3783
  - 21
    - Assigning Sales People To Territories (Or, defining territories properly) Before migrating data into the CDF DB we're supposed to set up territories. Previously we had states and countries assigned to sales people. In order to duplicate that in MSCRM should I create a territories, one for each state? Or should I create three territories now (we only have 3 sales people) naming them something like territory 1, 2, & 3 and then assign the states or countries to each territory? When I tried that, I was not able to assign two different territories (two states) to one sales person putting the sales person's name in the manager field in the territory. Same with putting the sales person as a member. The sales person can't be a member of Alaska and Arizona territories. The help files mention that I can assign a territory to a sales person with a quota. Is this how I do it? The problem I see here is it asks me for a user but I can't choose any of the users I already created and if I re- create one of them, it informs me that there is already a duplicate record that exists. If you could shed some light on how this is supposed to work, I'd appreciate it. Thanks. Tag: Email notifications Tag: 3777
  - 22
    - Importing Leads and Contacts Has anyone else run into this problem. When trying to import leads or contacts you get an error stating that "The ActiveX control did not download properly. The import is being stopped.". If anyone has found a cure please post. Tag: Email notifications Tag: 3770
  - 23
    - CRM Email stopped working We have had CRM installed for several months. Until recently, we were not using MS Exchange as our production email server. WE recently started using it, and suddenly our CRM services have no longer been able to send emails from either the WEb client interface, or the outlook client interface. We are also being prompted for a login each time we start a new email as if we are not logged into CRM or to our domain. We can simply click ok on this login box without providing any login information and still send email with no problems. We have checked the following: MailServerURL and PlatformURL on both crm and exchange servers. Users have correct permissions into domain and have been assigned appropriate licenses in CRM. Reinstalled Exchange connector service on Exchange server. Checked to see the Exchange server has IIS installed and Web services are running. Made sure both CRM and Exchange web services sites are running on port 80. HELP!! we have no other ideas since there is so little to configure with respect to this component. We do use ISA server as a firewall but do not believe it is related at all. We receive a message stating that Access is denied, which is odd since we thought SMTP was the method used to send emails, not receive them. Tag: Email notifications Tag: 3767
  - 24
    - W2K SP4? Has anyone upgraded or configured their CRM servers with Windows 2000 Service Pack 4? I'd like to install SP4 on my server but am cautious because CRM seems to be very sensitive to configuration changes. Jon Tag: Email notifications Tag: 3762
  - 25
    - integration to GP existing records After installing the Integration piece from CRM to Great Plains, does anyone know how to link existing records in crm to gp? There are scripts to move all records from GP to CRM and link them, but I can't run that as it produces duplicates. I need to link existing CRM accounts to GP customers etc. TIA Tag: Email notifications Tag: 3761

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

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Re: Email notifications by John

John
Thu Jul 17 10:26:19 CDT 2003

You can do this in the Professional release of MSCRM using workflow rules

you can setup a a reule for cases that says when the case status changes
send an email out

"Billy Dodson" <Billy@nospam.pmm-i.com> wrote in message
news:066001c34c74$60ce5c80$a001280a@phx.gbl...
> 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

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