Error editing a contract template

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  - 1
    - Reports Issues > CRM and Reports are on the same box. SQL (named instance) is on a different > server. The following is true of our setup: > > -IE clients are setup to allow Kerberos Authentication > -We are not using Host Headers > -Everything is using the "Network Service" security account > -Our domain functional level is Windows 2003 > -CRM was installed by a domain admin > > When installing, I got an error message '...TrustForDelegationAction > Failed...' I was able to ignore the error and continue with the installation. > Now, when I am trying to run reports from CRM, I get the following error: > > An error has occurred during report processing. (rsProcessingAborted) Get > Online Help > Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) > Get Online Help. Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. > > I have followed the RsSetupTFD document and everything seems to be ok. > > I am not able to get past this error. I also do not see any Network Service > account in SQL. One of the blogs mentioned having this login having access to > certain databases and roles. Also, I get the same error when I try to run report from ReportServer (http://localserver/reportserver) directly. > > Any help/input appreciated. > > Thanks, > > Shikhar Tag: Error editing a contract template Tag: 89074
  - 2
    - Invalid Association using Web Mail with Larger Attachment CRM 3.0 When I using the direct web mail function and sending 1M attachment, I got "Invalid Association" " The request association is not valid. However, it works with smaller attachment or no size problem if the outlook is the client. I modified the Web.config for maxRequestLength="8192" and the Registry Key "maxuploadfilesize to 7D0000 (8192000, 8M)" and still have the same problem. Any suggestion? Thanks! Tag: Error editing a contract template Tag: 89068
  - 3
    - history view in case Is there any way to change the columns in the hostory view in a case? i can do it for activities in a case but not for history??? Any ideas? Tag: Error editing a contract template Tag: 89066
  - 4
    - modifying the Activity createdon Attribute Hi, I am trying to modify some of the values of the createdon attribute of the entity Account but unable as when I try to Edit it, all its fields in the Edit page are grayed out. Any other way to change it as I only need to change it from viewing the Date only to viewing the Date and Time. Any help, link or suggestion would highly be appreciated. Thank you. Kamal Tag: Error editing a contract template Tag: 89064
  - 5
    - Get annotations as BusinessEntityCollection by objectId Hello I'm a IT Student and newbie in Microsoft CRM 3. We have a custom entity and the guid is used for the Annotation object Id. I need help for a query which returns the annotations. I used this: BusinessEntityCollection bec = SearchByGuid(testEventGUID, "Annotation", "objectId", service); public static BusinessEntityCollection SearchByGuid(string a_Guid, string a_EntityName, string a_PrimaryKeyColumnName, CrmService a_crmService) { QueryByAttribute query = new QueryByAttribute(); query.Attributes = new string[] {a_PrimaryKeyColumnName}; query.Values = new object[] {a_Guid}; query.EntityName = a_EntityName; query.ColumnSet = new AllColumns(); RetrieveMultipleRequest request = new RetrieveMultipleRequest(); request.Query = query; request.ReturnDynamicEntities = true; RetrieveMultipleResponse response = (RetrieveMultipleResponse)a_crmService.Execute(request); return response.BusinessEntityCollection; } Then I got a error: Zeile 40: [return: System.Xml.Serialization.XmlElementAttribute("Response", Namespace="http://schemas.microsoft.com/crm/2006/WebServices")] Zeile 41: public Response Execute([System.Xml.Serialization.XmlElementAttribute(Namespace="http:// schemas.microsoft.com/crm/2006/WebServices")] Request Request) { Zeile 42: object[] results = this.Invoke("Execute", new object[] { Zeile 43: Request}); Zeile 44: return ((Response)(results[0])); Thanks for any suggestions Tag: Error editing a contract template Tag: 89063
  - 6
    - Sending mail when a value of a bit-field has changed I have a bit-field with the values No and Yes. No is default. When a user changes the value to yes, I want to automatically receive an e-mail about this. I've tried using workflow on Order, but it doesn't seem to work, neither with "Manual" or "Status Change". Could someone please tell me, if I'm doing something wrong, or if it's not that simple at all. Thanks. Tag: Error editing a contract template Tag: 89059
  - 7
    - authentification .aspx Hi,I developed a .aspx page then I integrated in MS CRM 3.0. But when I reach this page for the first time it ya request for authentification thus how I can remove the authentification for this knowing page which must remain only at the time of the access to MS CRM3.0. Thanck you. Tag: Error editing a contract template Tag: 89055
  - 8
    - MS CRM 3.0 + Outlook Hi,I installed MS CRM 3.0 customer for outlook but I found under small Microsoft CRM in outlook that Deleted items how one adds the module of the CRM under this menu. Thanck You. Tag: Error editing a contract template Tag: 89054
  - 9
    - Auto incrementing field in CRM 3.0 I need to create a field that is auto incremented every time a new instance is made. ie I need to make new records have a unique auto incremnting number. Doesn't seem to be easily possibly in CRM. Anyone got a simple work aorund? I did consider making a dummy record type called variables with one record in with a field call ref number and using that as my location for the next number to be got. Then incrementing that value after the record is saved. But seems clumsy. Tag: Error editing a contract template Tag: 89051
  - 10
    - Showing orders with a certain value of a bit field? I've included a custom field on the order form. It's a bit field with the values YES and NO. The default value is NO. Our employees use this field to tell the system, if an order has been complete and is ready for invoicing. (We do not want to use the system possibility of completing an order). I've made a custom view of orders, where the view criteria is, that the value of this bit field is NO. And another view where the view criteria is, that the value is YES. However, when I select these views, I cannot see any orders. Could someone please explain, what I'm doing wrong? Thanks. Tag: Error editing a contract template Tag: 89046
  - 11
    - clone custom entity record Hi, i want to clone a record from an custom entity called "new_workstations". I have added the following to the isv.config: <Button Title="Duplizieren" ToolTip="Workstation duplizieren" Icon="http://cadserver02:5555/test.gif" Url="/cloneworkstation/cloneworkstation.htm" WinParams="dialogHeight=100px;dialogWidth=300px" WinMode="1"/> And the cloneworkstation.htm: <html> <title>Workstation Duplizieren</title> <style> BODY, TD { font-family: arial; font-size: 12px; } TD.body { border-bottom: solid 1px #cccccc; text-align: center; } </style> <script language="javascript"> // Set global variable for the cloned contact window var oClonedWorkstation; function window.onload() { // Open a new contact form oClonedWorkstation = window.open('/UserDefined/edit.aspx','','menubar=0, status=1, width=1000, height=600'); // Set a timeout to wait for the new contact form to load setTimeout('checkPageState()',100); } // Checks if the new contact form has completed loading // When it completes, CloneWorkstation will be called // If it's not loaded, it will set a timeout and check again. function checkPageState() { if (oClonedWorkstation.document.readyState == 'complete') { CloneWorkstation(); return; } setTimeout('checkPageState()',100); } function CloneWorkstation() { // Get a pointer to the parent window var oParent = window.dialogArguments; var oSource = oParent.document.crmForm; // With the target crmForm with(oClonedWorkstation.document.crmForm) { new_betriebssystem2.DataValue = oSource.new_betriebssystem2.DataValue; new_controllerbez.DataValue = oSource.new_controllerbez.DataValue; new_cpu1bez.DataValue = oSource.new_controllerbez.DataValue; new_cpu2bez.DataValue = oSource.new_controllerbez.DataValue; new_cpucooler.DataValue = oSource.new_controllerbez.DataValue; new_gehaeuseart.DataValue = oSource.new_controllerbez.DataValue; new_grafik1bez.DataValue = oSource.new_controllerbez.DataValue; new_grafik2bez.DataValue = oSource.new_controllerbez.DataValue; new_hdd1bez.DataValue = oSource.new_controllerbez.DataValue; new_hdd2bez.DataValue = oSource.new_controllerbez.DataValue; new_hdd3bez.DataValue = oSource.new_controllerbez.DataValue; new_kaufdatum2.DataValue = oSource.new_controllerbez.DataValue; new_kunde.DataValue = oSource.new_controllerbez.DataValue; new_workstationname.DataValue = oSource.new_controllerbez.DataValue; new_kdnr.DataValue = oSource.new_controllerbez.DataValue; new_laufwerk1bez.DataValue = oSource.new_controllerbez.DataValue; new_laufwerk2bez.DataValue = oSource.new_controllerbez.DataValue; new_mainboardname.DataValue = oSource.new_controllerbez.DataValue; new_maus.DataValue = oSource.new_controllerbez.DataValue; new_netzteilname.DataValue = oSource.new_controllerbez.DataValue; new_raidlevel.DataValue = oSource.new_controllerbez.DataValue; new_rambez.DataValue = oSource.new_controllerbez.DataValue; new_tastatur.DataValue = oSource.new_controllerbez.DataValue; new_zusatzkomponenten.DataValue = oSource.new_controllerbez.DataValue; new_zusatzsoftware.DataValue = oSource.new_controllerbez.DataValue; } // Finally, close the dialog window.close(); } </script> <body> <table width="100%" height="100%" border="0" cellpadding="0" cellspacing="0" align> <tr valign="middle"> <td class="body" align="center"> <div style="font-size= 10pt; font-family= Tahoma;">Cloning Workstation...</div> </td> </tr> </table> </body> </html> But there is an error: new_betriebssystem2 is undefined. It is the wrong edit.aspx but what is the right one? Thanks! Enrico Reil Tag: Error editing a contract template Tag: 89045
  - 12
    - Attachment Support while Offline through CRM Laptop Client for Out We are using CRM Laptop Client for Outlook so that people are connected offline most of the time and they synchronize their data once or twise a week. The question is: Are attachments supported while connected offline ? I say that because I tried to access attachments available inside a Sales Literature item while connected offline but I couldn't see the attachments. I am only able to see them while connected online! Is this a known limitation? Please advise. Tag: Error editing a contract template Tag: 89032
  - 13
    - Impossible to post the page Hi,I developed pages .aspx and I deployed in MS CRM 3.0 by using IFrame. on the waiter it is good they are functional but when I connect to MS CRM starting from an other machine these pages .aspx do not function and not of posting (Impossible to post the page). Thanck you. Tag: Error editing a contract template Tag: 89028
  - 14
    - Separate CRM, CRMSQL, Reporting server and Reporting SQL servers ! Dear .......... Ple help me! I am getting trouble with setting up the MSCRM environment for MSCRM server, CRM database server, Reporting Service Server and Reporting Database servers are on separate machines. MSCRM servers are setup with hardware NLB(web-farm) and CRM database servers are Active/Passive Clustered. CRM server is working fine because I can do the other things work fine in CRM interface. But, when I click the Reports in CRM interface, I got an error with Inter error occurred and contact your network or system administrator. How can i solve the problem? Regards, rockfire. Tag: Error editing a contract template Tag: 89027
  - 15
    - How to attach a company AND a contact person to an order? I'm having trouble attaching a contact person to an order. Having selected the customer (company), I also want to be able to select a contact person in a lookup field (a perfect solution would be to select only between contacts from the company chosen). Is it possible at all? Thanks Tag: Error editing a contract template Tag: 89023
  - 16
    - Defalt view Users need to be about to select their own default views. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=3f6845a1-0c76-4ef2-b73b-c82b6eab710d&dg=microsoft.public.crm Tag: Error editing a contract template Tag: 89015
  - 17
    - View other BU data Hi, Let say there are 4 BU define in my systems and name it as BU1 up to BU4 accordingly. And each BU has manager and sales person that is different from other BU. Is it possible that BU1 manager can see all lead, opportunity for BU2? But BU2 manager cannot see the BU1 lead and opportunity?? Thx, Carrie Tag: Error editing a contract template Tag: 89014
  - 18
    - Native vs Mixed DC Hi, Does anyone know what is the difference between native and mixed DC? And how does it impact to CRM installation using either one of this. Hope to hearing from anyone soon. Thx, Carrie Tag: Error editing a contract template Tag: 89013
  - 19
    - Cannot delete queues? Hi All, I have some redundant queues in my CRM. I tried to delete them but I got an error "An error occured. Contact system admin". Does anyone know what might be causing it? Thanks, Amit Tag: Error editing a contract template Tag: 89012
  - 20
    - how to fix Ms CRM server This is a multi-part message in MIME format. ------=_NextPart_000_0008_01C7FAE6.1A85D8F0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable HI, our CRM server stopped working and I have no Idea how to get it back. Do = you have any idea? Thank you very much ------=_NextPart_000_0008_01C7FAE6.1A85D8F0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.3157" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>HI,</FONT></DIV> <DIV><FONT face=3DArial size=3D2>our CRM server stopped working and I = have no Idea=20 how to get it back. Do you have any idea? Thank you very=20 much</FONT></DIV></BODY></HTML> ------=_NextPart_000_0008_01C7FAE6.1A85D8F0-- Tag: Error editing a contract template Tag: 89011
  - 21
    - Account:Address Name purpose Brand new to MS CRM; trying to get my head around addresses and heirarchies. What is an "address name" on the Account records? I thought it would be "Shipping", "Mailing", "Billing", etc. ... but that's apparently covered by Address Type. So what is Address Name used for? Tag: Error editing a contract template Tag: 89008
  - 22
    - Migrating CRM 3.0 to a New Server OS. Iâ??ve purchased a new Server for our CRM 3.0 application and was wondering if there was a procedure to migrate the CRM application to its new server. The OS type (W2k3) is not being changed, just upgrading to a new server platform. -- GT Tag: Error editing a contract template Tag: 89006
  - 23
    - Compare and Merge Two different CRM Instances We have two different CRM environments that we want to merge into one. My first step was to try and compare the different instances to see what the different were between them. I exported all of the customizations from each and performed a diff. Yuck. Since the customizations don't export the elements in the same order it looks like their are over 7,000 differences between the two files. Reality says that at best there may be 50-100. Is there any way to get these to output in the same order so that I can get a more realistic diff between them? The only other thought I have at this point is to try and do something with an xslt transform to get them sorted. If anyone has a better approach or idea on how to accomplish this, please let me know. Thanks! Tag: Error editing a contract template Tag: 89003
  - 24
    - Display account Name in Queue Is thier a way to display the account name and priority code in the Queue grid? Tag: Error editing a contract template Tag: 88990
  - 25
    - Does MS have any plans to provide built in Telephony Integration in MS CRM? I've been working with Salesforce.com as well as MS CRM and currently Salesforce blows doors off MS CRM with regard to telephony integration. I do work for a phone company and integrating our TAPI based phone switch with Salesforce was a joy and resulted in a really high quality, rich interface. I'm just finishing up building a functionally similar integration for MS CRM and, while it is going to be a great product, the lack of any built in telephony integration support in CRM means it has to be bolted on and simply doesn't integrate as well. So, is anyone aware of plans by MS to address this shortcomings? Thanks, -- Grant Schenck Tag: Error editing a contract template Tag: 88988
- Next
  - 1
    - Error when loading crm default page Hello, when loading my crm default page i've got this error: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Badly Formed FieldXml: Field name itau_company Does not correspond to any Attribute on Entity: contact. Field Xml = <field name="itau_company" requiredlevel="na" maxlength="100" format="text"><displaynames><displayname description="Company" languagecode="1033" /></displaynames></field> Does anyone know this error? Tag: Error editing a contract template Tag: 88985
  - 2
    - Cannot email to multiple email addresses for one contact Currently in CRM when you send an email to a contact, the only email address that is used is the Primary Email address. We often need to send an email to more than one email address for a contact, currently we cannot do this. It seems almost pointless having up to three email addresses for a contact if only the primary email address is used as default by the system, without any option to change this when producing an email. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=a01f5ea4-4aa4-4eb7-a5de-6ba2ad6d2226&dg=microsoft.public.crm Tag: Error editing a contract template Tag: 88982
  - 3
    - How to set default Opportunity field values upon Lead conversion When a Lead is converted to an Opportunity, I want the default value of closeprobablity to be set to 25% and rating to be set to cold (3). I have added Jscript code to the onchange event for the rating attribute in the Opportunity Form to handle connecting these attributes values. I have set the default value for rating to be cold (3) at the attribute level -- however; converting the Lead doesn't set the rating to cold. The only thing I find my search of this site is a "suggestion" for MS made in 8/06. Any other ideas as to what is the best way to set these attribute defaults (rating/closeprobability) upon Lead conversion? Thank you! Tag: Error editing a contract template Tag: 88981
  - 4
    - Appointments won't synchronize in CRM & Outlook When trying to link CRM contacts to Appointments in Outlook through the Outlook Client you get the following error message. An error occurred promoting this item to Microsoft CRM. The Microsoft CRM Server could not be contacted or the user has insufficient permissions to perform this action. This item has been saved to Microsoft Outlook but is not being tracked in Microsoft CRM When trying to to save an appoinment in CRM, I get the message "General failure in scheduling engine. Ignore and Save or Cancel." So the appoinments will not synchronize no matter where I start them from. Tag: Error editing a contract template Tag: 88979
  - 5
    - Enable Override price Hi It is possible to enable the Override pricing function on the Order form. We have noticed that the pricing of the order is greyed out if the order is associated with a quote. It is possible to enable this functionality through the use of Jscript using the OnLoad event. Thanks Mark Tag: Error editing a contract template Tag: 88978
  - 6
    - Exchange 2007 Email Router Does anyone know if there is to be a Beta Release of Exchange 2007 E-MAIL router for CRM 3.0? Tag: Error editing a contract template Tag: 88977
  - 7
    - Error while creating custom entity Hi I am trying to create a custom entity. After filling the required fields on the New Custom Entity form, when i am trying to save it, i am getting the following error: " An error has occured. For more information, contact your system administrator". Help appreciated. Thanks Tag: Error editing a contract template Tag: 88975
  - 8
    - Update Rollup 2 for CRM 3.0 and related questions Hi All, our chief of sales is now tired of CRM being slow, and crashing on clients whole time, and I got the task. :o) I started a little research on Internet and different forums, and I am planning to install the last updates (both server and client), to make sure that at least we are running the latest software. We have a dedicated CRM server that runs only CRM: (3.0.5300.0). Our clients are connecting to it both via web and via Outlook. (but primarily Outlook, when out of office - via VPN) We have these combinations of OS/Office installed on our clients: (everything is English-version with the latest patches via Microsoft Update) a.) XP + Office 2003 b.) XP + Office 2007 c.) Vista + Office 2007 Besides that, we are using a QuickSearch tool. For the moment we have pretty many problems with clients crashing, and have tried installing the latest V3C client on some machines. But there were no structure in that work, so now we end up in a situation where on some machines XP + Office 2007 combination works well, and on some others it doesn't. I decided to put some structure on the whole thing, and would like to start updating the server with the latest updates, and then clients. But here is where I have some questions: _______________________________________________________ 1 - is "Update Rollup 2" the latest update for CRM; are there additional patches afterwards, and where do I get them? 2 - should I install the server Update Rollup 2 first, and then the client one? (CRM3.0-KB927751-Server-ENU, CRM3.0-KB927751-Client-ENU) 3 - if I install the server Update Rollup 2 first, would the clients that don't have the Update Rollup 2 be working? 4 - should I install different client versions for Outlook 2003 and Outlook 2007? 5 - which client version (Microsoft Dynamics CRM 3.0 clients for Microsoft Office Outlook Compatibility Update) should I install, "On Premise" or "Service Provider Edition"? "Service Provider Edition" should be the newest (11.2007.) ... Is it an update for a client that is already installed, or could one install just the "Service Provider Edition" version on a machine without CRM client previously installed? If it is just an update, what client version should I install on the clients before the update itself? 6 - a question not related to the update: one can upload a report generated in Excel 2003, but not when generated in Excel 2007? _______________________________________________________ Is there a "best practices" document on the issue(s) which I could download and read before the whole project starts? Thanx in advance, Regards from Zoran Tag: Error editing a contract template Tag: 88974
  - 9
    - =?Utf-8?Q?Mail_merge_option_won=C2=B4t_stay_on?= IÂ´m trying to put "Direct e-mail via mail merge" (Settings-->Organization Settings-->System Settings-->Marketing) option "on", so that I could send e-mail to 100 contacts. Problem is that when I change setting to "on", click OK and go back to system settings -> Marketing, the setting is "off". Why canÂ´t I change this option? Mail merge permission is enabled in security roles. Tag: Error editing a contract template Tag: 88973
  - 10
    - Account Contact Counting I am trying to run a report that shows the number of independant accounts contacted by our CSRs. Can somebody please give me the criteria, in the advanced find option, to do this? Tag: Error editing a contract template Tag: 88972
  - 11
    - Report Server Error I have completed my CRM install but each time I attempt to access the Report Manager I get the error message: The Scriptbibliotek '/aspnet_client/system_web/1_1_4322/WebUIValidation.js' cannot be found. Manually move the data or use the command 'aspnet_regiis -c' in order to install new. Sorry if the error is not completely correct but IÂ´m translating from German. I have run the command 'aspnet_regiis -c' and received the message that the version started and then finished but every time I go back to Report Manager the same error pops up. Need a little help here. Thanks. -- S_Wiley MCSE Tag: Error editing a contract template Tag: 88965
  - 12
    - Contract Allotments is there a way to pull a report to reflect remaining alloments for contract lines of a contract, as well as seperate report to reflect how the allotments were used and by what they were used? -- Mark Tag: Error editing a contract template Tag: 88964
  - 13
    - Hardware requirement for CRM Client? In Microsoft web, thereâ??s only hardware requirement for CRM Server, no hardware requirement for CRM Client. As running on the old PC (PIII 500 Mhz, 256 Mb RAM), system is quite slow, especially when customizing. So, what is the recommend hardware for running CRM Client? Is there any official requirement for CRM Client? Tag: Error editing a contract template Tag: 88963
  - 14
    - Performance issue with CRM when using McAfee Antivirus 8.5i My clients CRM web client runs 2-3 times slower when McAfee Antivirus 8.5i is running. The AV cannot be turned off permanently. Does anyone have a solution to this? Tag: Error editing a contract template Tag: 88962
  - 15
    - Error on changing databases I got this error when i try to change CRM databases: Cannot open database "itau_METABASE" requested by the login. The login failed. Login failed for user 'BIE\SRVVMCRM-TST$'. Tanks Tag: Error editing a contract template Tag: 88959
  - 16
    - List value name in view I have an associated view of a custom queue and I've added two columns to it Statecode and Priority. As soon as I click on the queue in CRM the view displays values 4 and 1 under the columns. Those are the picklist values of the record items. How do I get it to display the label name? Tag: Error editing a contract template Tag: 88954
  - 17
    - File Upload Concept I need to implement File upload concept in crm custom entity.Any suggestions.Thanks in advance Tag: Error editing a contract template Tag: 88953
  - 18
    - Suppression of a recording Hi, My problem is the suppression of a recording to Ã partir of a list indeed when I want to remove a customer for example an error message is posted: "Impossibe to remove contact the system administrator". I stopped the service "Microsoft CRM Woorkflow Service" but always the problem exists. A message is posted: "A recording with these values exists already there is impossible to create a recording in double. Select one or more single values and start again". although I am removing and not to insert. Thanck You. Thanck You Tag: Error editing a contract template Tag: 88952
  - 19
    - Multiple referential lookup in contact form Hi all, I've created a custom entity that is a referential of honorific titles (Sir, lord ...). In my contact form, I've 2 types of name : registration name and patronymic name. For both of them, I need to associate an honorific title, which can be different. So I've created a first relation 1 to n between my custom entity and contact entity, type of relation referential, for the registration name. But when I want to create a second relation (type referential) for the patronymic name, it fails, saying I cannot create more than one cascading relation. Is there a way to do this without using a parental relation ? I think of creating a copy of my custom entity, but then I lose the benefit of a referential... Anyone can help ? Thanks in advance. DA Tag: Error editing a contract template Tag: 88951
  - 20
    - Type Hi, I created an attribute starting from CRM 3.0 then I want to change his type I noticed that it is impossible thus which is the solution and is what I can touch the data base directly to make this change. Thanck You. Tag: Error editing a contract template Tag: 88947
  - 21
    - Reopening an expired contract Hi there I would like to know if its possible to change dates on the contract that has expired without reopening/renewing it. What I really want is to be able to alter dates on the contract that has expired and not have two contracts that are the same -- Thanks Tag: Error editing a contract template Tag: 88942
  - 22
    - Reopening an expired contract Hi there I would like to know if its possible to change dates on the contract that has expired without reopening/renewing it. What I really want is to be able to alter dates on the contract that has expired and not have two contracts that are the same -- Thanks Tag: Error editing a contract template Tag: 88941
  - 23
    - CRM error - Outlook 2007 Hi all, I am using CRM 3.0 laptop client with Outlook 2007. I had number of leads. I tried to convert them to opportunity. Leads got converted to opportunity, but before that I got a message as following - "The changes you made have been saved to Microsoft CRM, but will not be migrated to Outlook because Outlook is not running or CRM components have not been loaded by Outlook. For more info, see CRM Help" Do anybody have an idea what is the reson behind this error? My CRM works fine anyway on this laptop. Thanks, -Imran Tag: Error editing a contract template Tag: 88940
  - 24
    - Facility / Equipment Calendar in Outlook Hi, Would anyone knows how to share the CRM facility/ equipment Calendar in Outlook? Prior to CRM, we have setup facility/ equipment as a user in Exchange with a mailbox and we can share the facility / equipment in Outlook. Now we have CRM and setup these facility/ equipment again in CRM. wondering if there is a way for us to syn the Exchange facilty calendar with teh CRM facility calendar? Cheers! Tag: Error editing a contract template Tag: 88939
  - 25
    - CRM doesnt show up at all in outlook A fresh installation of XP, SP2 and update, office 2003... The user can log in, see all of her exchange email. There is no visable method of access to CRM. If the administrator logs it, and opens Outlook, in the folder view there is the Microsoft CRM node, and there are new buttons in the outlook bar. When the user logs in, no evidence of CRM being installed. Ok, what did I do wrong? fred Tag: Error editing a contract template Tag: 88934

I have created some custom contract templates. I realized after saving one
that I need to make a slight modification. I set the templates up by
navigating through settings, templates, contract templates. If I navigate
back to a template I've created and saved, I have the option to view the
attributes only. I cannot make any changes to the template. Is there any way
I can edit a saved template?

Thank you,

Amy

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RE: Error editing a contract template by MerijnvanMourik

MerijnvanMourik
Fri Sep 21 01:58:01 PDT 2007

Hi,

After using a contract template for a contract. The editing will be
disabled. This is by design.

Best regards,

Merijn van Mourik
http://crmerijn.blogspot.com

"Amy Clevidence" wrote:

> I have created some custom contract templates. I realized after saving one
> that I need to make a slight modification. I set the templates up by
> navigating through settings, templates, contract templates. If I navigate
> back to a template I've created and saved, I have the option to view the
> attributes only. I cannot make any changes to the template. Is there any way
> I can edit a saved template?
>
> Thank you,
>
> Amy

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