Fast way to re-assign large list of leads?

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  - 1
    - Update on MSCRM Jscript problem I have discovered that if you replace window.open('http://strongbad/reports/viewer/html/viewer.aspx?id=398&sf=({qu ote.quotenumber})=\'QUO-01002-9QRYHR\'') with window.open('http://strongbad/reports/viewer/html/viewer.aspx?id=398%26sf=({ quote.quotenumber})=\'QUO-01002-9QRYHR\'') (replace the & with a %26) in the onchange event of a picklist, the quote page will display and you can call the report by changing the value in the picklist. However, you will get an error returned by the report viewer that doesn't like the %26. If, in the report viewer page, you change the %26 to an &, the report then runs fine. Ack. Anyone have any ideas on a way around this without custom programming a new web page to decipher this data? I'd like to get the base functionality to work. Thanks, Eric Tag: Fast way to re-assign large list of leads? Tag: 17946
  - 2
    - Email Router Issue Hi, I'm having an issue during the install of the email router portion of MS CRM. I'm trying to install it on a server that already has IIS installed and has a default website running on it. I have created a new website called emailrouter but during the install I only see default website in the list of configurable sites. What am I doing wrong? Any help would be greatly appreciated. Thanks Hanif Tag: Fast way to re-assign large list of leads? Tag: 17945
  - 3
    - Adding a new drop down to CRM Hello everyone... Just curious. I want to add a new drop down menu to crm, but have only been able to find the documentation to modify existing drop down lists. Is there a way to create a new one? I'm just in the beginning stages of getting my customizations together before I migrate everything over from Telemagic. Thanks so much for all of your help. Jill Hamann web developer/programmer Brilliance Audio, Inc. jhamann@brillianceaudio.removethis.com Tag: Fast way to re-assign large list of leads? Tag: 17944
  - 4
    - Close Opportunity Problem: Form that pops up when I close an Opportunity cannot be configured. Requirement: When an opportunity is closed as Lost I would like to capture additional information about the competitor. I can add the necessary fields to the object OpportunityCloseActivity, however, I'll need to make a custom form with those fields and have the form displayed trigger e.g. by a workflow change status event. Question: Does anyone have an idea where to find a 'complete' example on how to make a custom form? Rgds, Per Tag: Fast way to re-assign large list of leads? Tag: 17943
  - 5
    - Outlook Express Attachments The e-mail I receive with attachements is removed by Outlook Express. How do I change the settings so that attachments can be opened. The message I receive is "OE removed access to the following unsafe attachments in your mail: (attachment name)". This message is coming up with any e-mail that has an attachment, no matter who it is from. How can this be set to have the ability to open chosen attachments? Thanks for any help! Tag: Fast way to re-assign large list of leads? Tag: 17941
  - 6
    - Cases: Retrive : Urgent Hi, I am using the the CRM SDK method to retrive the case details using the incidentid. I am not able to retrieve the status,responsiblecontactid,createdon fields of the case. I would appreciate if anybody could help me with this , Sarah Tag: Fast way to re-assign large list of leads? Tag: 17939
  - 7
    - crystal report question Hi, is it possible to use my own sql statement to build the crystal reports in crm 1.2? I want to use some functions i.e. count(*) to add some statistic on the reportings. Thanks in advance Jani Tag: Fast way to re-assign large list of leads? Tag: 17937
  - 8
    - CRM Workflow I have just begun to use CRM v 1.2 but when I try to get workflow running I get a message saying that I do not have sufficient CRM privileges to run Workflow?? the user account I am using has Admin Privileges to the server and Domain?? HELP Tag: Fast way to re-assign large list of leads? Tag: 17934
  - 9
    - excel spread sheet I recently bought a new computer and want to use excel but am unfamiliar with it. Can anyone tell me how to make the cursor more distinguishable when performing a search? It's hard to find on the page with the rest of the data. Tag: Fast way to re-assign large list of leads? Tag: 17932
  - 10
    - Microsoft CRM currency In microsoft crm in the reports zone, all the values are shown in escudos $$ and i whant to change it to Euros ... Who do i do this?? can anyone help me ..... Portugal Tag: Fast way to re-assign large list of leads? Tag: 17928
  - 11
    - Installing MSCS with DB2 UDB I have a client running DB2 V7 on Windows NT. They would like to install MSCS with DB2. I would like to know where I can find the Hardware and Software requirements and also how long it would take to get back from a failover. Where can I find this information?Any recommendations on with method to install - Hot Standby or Mutual Takeover? Tag: Fast way to re-assign large list of leads? Tag: 17926
  - 12
    - Customizing the leads for Hi there!!! Can anyone help me with info on how to customize teh leads form, for example. I do not need the textboxes on the Administration tab. Now I delete them. How do I persist the changes. When I add a new lead, the textboxes are still there. I know how to add a new field on the server. When I export the XML customization file, it executes. But when I import it again, it give "constraint" errors. To import the xml file you have to say "yes" when it want to overwrite your DB. But I cant see that I have lost data. Please help!!!! Jan Tag: Fast way to re-assign large list of leads? Tag: 17924
  - 13
    - Sales for Outlook will not go offline Hi have installed Sales for Outlook, and can connect successfully to the CRM Server, but when I try to go offline,a get a series of screens showing 'System cannot find specified file' and eventually a 'Metadata Cache Error, Entity does not exist'. I have not been ableto track down the problem, has anyone else seen this? Tag: Fast way to re-assign large list of leads? Tag: 17922
  - 14
    - Road map for the V2 Hello, can anybody have a list of new functionalities planned for V2 ? Tag: Fast way to re-assign large list of leads? Tag: 17921
  - 15
    - Report window to customize Hello I would like to make disable or to hide some reports (120 reports is too complicated to search into). Is anybody knows how can I do ? Thank you Tag: Fast way to re-assign large list of leads? Tag: 17920
  - 16
    - Offline Integration Hi, Does anybody know what I have to do to be able to access=20 Objects through the API when OFFLINE? Going through the=20 API work nice and easy as long as I have a connection to=20 the Crm-server. However, I would like to use the API in=20 an application that is installed on the Client and uses=20 the local Data. regards Bj=F6rn Westman Tag: Fast way to re-assign large list of leads? Tag: 17915
  - 17
    - CRM - need some answers Can some one help me with following questions Q1: Opportunities Summary: I want to be able to see a total potential sales $ from open opportunities - how would I see that. I couldn't see it in the reports (or for some reasons the reports were not working Q2: I want to be able to see Opportunities by Sales person. How do I do that (report? Tag: Fast way to re-assign large list of leads? Tag: 17913
  - 18
    - Windowsupdate using Intranet? Is there a way to setup a local server to use as the wundowsupdate site for a large # of pc's, but that has a small pipe to the internet? Tag: Fast way to re-assign large list of leads? Tag: 17911
  - 19
    - Importing Pricelists Is there a way to be able to import pricing into the existing product base within MS CRM? As far as I know, MS CRM 1.2 doesnt support multicurrency, so if one is able to manipulate the data outside CRM (eg. in an Excel spreadsheet), how could one automate (or at least to some degree speed up) the import via a "best practices" method. Thanks...John Tag: Fast way to re-assign large list of leads? Tag: 17909
  - 20
    - Security by Field/Tab I didnt see a way to do this but maybe I missed it.. In our "Cases" area we have blocks of time that should be modified only by the accounting team. Maybe this is in contracts and I havent played with it, but I basically added an integer field called Time and would like it so only the VP role (for example) can modify it. Anyone point me in the right direction? or am I better off using the contract to make 'time' contracts and then subtract it there? Thx.. Tag: Fast way to re-assign large list of leads? Tag: 17905
  - 21
    - Workflow; Update Object I'm trying to make and edit routine in Workflow, e.g. when Account is updated, capitalize name, city, etc. Action Update only allow me to assign another value to a field. Any ways I can use 'built-in' funtions in the value field? Tag: Fast way to re-assign large list of leads? Tag: 17901
  - 22
    - MSCRM & Exchange 2003 Hi, IG.PDF on the MSCRM 1.2 documentation CD says, that MSCRM may coexist with an Exchange 2003 on the same machine, but this isn't recommended. Why would that be? I have precisely the same deployment scenario ahead of me! I am running a Windows 2003 Enterprise Edition box. This machine has Exchange 2003, Sharepoint Portal Server 2003, SQL Server 2000 (sp3) installed on it. I need to run MSCRM v1.2 on the same machine. This box is also my Domain Controller. Are there any known issues in running the configuration mentioned above? Anyone running similar configurations and have had any issues?? Please do let me know ASAP! Cheers! Yusuf Tag: Fast way to re-assign large list of leads? Tag: 17900
  - 23
    - Very annoying error When I click on the buttons on the bottom of the pages ie. Home - WOrkplace - Sales etc... I get this error Line: 69 Char: 4 Error: Permission denied Code: 0 URL: http://mscrm/bar_bottom.aspx?startPage=Home Whats the deal? Tag: Fast way to re-assign large list of leads? Tag: 17896
  - 24
    - Role vs Biz Unit viewing permissions on accts Top level Biz unit is called National under it are central, east and southwest. Each of the child bizunits have members and the National has others. Accounts are assigned based on the territory ( biz unit). The problem is this : the acct is assigned to the east biz,the user is in the East BU, BUT he can flip his view to see ALL accts even at a national level. The user has read in his biz org in the matrix. Im stumped! Tag: Fast way to re-assign large list of leads? Tag: 17894
  - 25
    - CDF - activity, opportunities, quotes I've been loading most entities in a MS-CRM database using CDF. In general the test environment consists on 5-30,000 records for the main entities. A few observations: Performance for especially Products, Opportunities, Qutes and QuoteDetails was pretty bad until I added a number of indexes to the CDF-tables (and ran Update Statistics..) Some issues: Activity: calculation of duration does not like start- or end-times at midnight (00:00:00). Looks like a bug in the XML generator. Workaround: change th times with a few minutes. Activity: It looks like CDF closes a number of old appointments (but not email). The rule, if any, is not clear, but the CDF_Activity there are marked as open. Activities that thus are marked as completed by CDF to not have an close-date in MS-CRM. On the other hand, activities, which in CDF are converted as closed, gives an application error when you try to open them in MS-CRM. For open Activities, scheduled start, end and duration aresupplied. For closed Activities, actual start, end and duration are supplied. Maybe schduled information also should be supllied for closed Activities? Opportunity: Hasn't found a way to convert additional contacts associated with an opportunity? Quote: Even though I convert quotes as open (statecode = 1 (active) and statuscode = 2 (in progress)) and myself as the owner, the quote is read-only, and I'll have to make a new revision in order to change it? Lead: SIC code doesn't seem to be converted. Tag: Fast way to re-assign large list of leads? Tag: 17893
- Next
  - 1
    - Installing CRM sales for Outlook (2003) Why would I get the error message while installing Sales for outlook on windows XP rigth after "Specify Microsoft CRM server": <<Setup was unable to find an instance of Microfoft CRM server components>> The CRM server is working well and I can connect from XP client PCs fine using the same URL. Thanks for your support! Tag: Fast way to re-assign large list of leads? Tag: 17892
  - 2
    - Installing CRM In attempting to install CRM I get an error message. "Microsoft CRM requires Microsoft ASP.NET to be configured and running. Also, if you installed the Microsoft .NET Framework before installing Internet Information Services (IIS), then there may be an issue with ASP.NET registration. If this is the case, reinstall the .NET Framework and try again." There is no appearent method to configure ASP.NET. In "Add and Remove Roles" it says that IIS, ASP.NET are configured and it will not allow me to remove them. I need to know what the solution is. Tag: Fast way to re-assign large list of leads? Tag: 17886
  - 3
    - Case Retrieve:Urgent Hi, I am using the the CRM SDK method to retrive the case details using the incidentid. I am not able to retrieve the status,responsiblecontactid,createdon fields of the case. I would appreciate if anybody could help me with this , Sarah Tag: Fast way to re-assign large list of leads? Tag: 17883
  - 4
    - SFO Question ... Hi there! Quite often the Outlook menu buttons "New CRM Contact", "New CRM Task", New CRM Appointment" or some of them, do not function. Is this happening to any of you? I have noticed that, whenever this happens, when I go offline, the CRM cannot syncronise the corresponding items to the button that is inactive. For example when I cannot create a new CRM Contact from Outlook, I cannot import CRM Contacts by syncronization... Any help? Thanks a lot, Elena Tag: Fast way to re-assign large list of leads? Tag: 17881
  - 5
    - Emails marked as SPAM (a solution perhaps?) There have been discussions about how MS CRM's emails are often marked as SPAM . We just rolled out MS CRM and are coming across this very problem ourselves. I thought it was because of the GUID, but in at least one case, the primary reason for it to be qualified as SPAM is due to the number of spaces that the system includes before the GUID. Here is the header from a customer who uses SPAM Assassin. X-UDCOM-MailScanner-SpamCheck: spam, SpamAssassin (score=5.712, required 4, BAYES_01 -1.52, HTML_MESSAGE 0.10, MISSING_OUTLOOK_NAME 0.10, NO_REAL_NAME 0.16, RCVD_IN_SORBS 0.10, SUBJ_HAS_SPACES 4.10, SUBJ_HAS_UNIQ_ID 2.68) The extra spaces counts for 4.10, while the GUID counts for 2.68. If the GUID was included without the numerous spaces, I think it would have passed the filter. I presume there is no way to remove these extra spaces? If MS is listening, it sounds like as easy solution to this problem while maintaining the important email tracking ability. -Bill Tag: Fast way to re-assign large list of leads? Tag: 17877
  - 6
    - Newbie configuration help I have installed CRM 1.2 on a SMS2003 Premium Server and I'm having the problem of creating users as well as getting the "You are not authorized to view this page" within IE on companyweb. The exact message I receive when I go into CRM Deployment Manager's User Manager is: "The server localhost is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager. For more information, contact your system administrator" Unfortunately, I am the system administrator and cannot turn to myself for the fix. I am logged into the CRM server as administrator. Any ideas or direction that I should take? Thanks, Steve Tag: Fast way to re-assign large list of leads? Tag: 17876
  - 7
    - Data Migration Framework and Contracts Hi everyone. Anybody knows when the contracts will be included into Data Migration Framework? Exist any patch for import them? Thanks in advance. Bea. Tag: Fast way to re-assign large list of leads? Tag: 17874
  - 8
    - Content Advisor My content advisor comes up every time I change a page on the web. I have gone into the Tools-Internet and changed the settings but it still occurs-HELP Tag: Fast way to re-assign large list of leads? Tag: 17873
  - 9
    - Auto-Responder for CRM Email Re-post: The marketing material I have from Microsoft says that CRM Sales Pro comes with Email Auto Response functionality. That would be great if I could find any documentation on it. Anyone know if this is possible without doing any programming? Or is this another case of Microsoft's marketing machine promising something that doesn't really exist Tag: Fast way to re-assign large list of leads? Tag: 17871
  - 10
    - confguring lead routing Hi, I have installed Microsft crm 1.2 on my sandbox with "Adventure Works Cycle" demo license. I want to check out lead routing feature but I can not find anything related to that. I searched the web and could not find any document related to lead routing. All the site mention it as a feature avaialable with Microsoft CRM Sales professional but none of them tells how to configure the same. My License Manager shows that I have 6 "suite Professional" licenses so I believe I should be able to configure lead routing on my system. Please let me know how can I go about configuring lead routing and if there are any proper documents available for that. Thanks in Advance Tag: Fast way to re-assign large list of leads? Tag: 17870
  - 11
    - Custom Web Integration Can I integrate MS-CRM within my asp.net application? I am in the process of designing an asp.net application for the office and I would like to integrate some of the crm pages within the application. If this can't happen, could I at least display crm information and create a link to the CRM application to make changes to the records within the crm application? Your suggections are greatly appreciated. Jose Tag: Fast way to re-assign large list of leads? Tag: 17868
  - 12
    - Escalation or notification based on time elapsed Hello Please advise on how I can customize the MS CRM Workflow to notify a manager if one sales stage takes more than a stipulated time frame? Is it possible or am I overlooking the obvious? Kindly help Regards M Babu Tag: Fast way to re-assign large list of leads? Tag: 17864
  - 13
    - cannot delete business unit? Hi, I am using microsoft CRM 1.2 with demo license of Adventure works Cycle. Is there any way to delete a "Business Unit". I go to Settings -> Business Unit Settings -> Security Roles -> Business Management. The delete option for "Business Unit" and "User" is disabled there. I searched in groups and found a few discussion about deleting users which say that it is not allowed to delete mscrm users. However I did not find any reference about deletion of "Business Unit". The user guide that comes with the installation shows steps to delete a "Business Unit", so i presume it must be possible.. Also if there is no way to delete a Business Unit directly then is there a way to do it manually. Thanks in Advance Tag: Fast way to re-assign large list of leads? Tag: 17863
  - 14
    - Access Denied in Offline mode Get the message access denied when in offline mode? I have Adminstrative and CEO privligeses... Tag: Fast way to re-assign large list of leads? Tag: 17862
  - 15
    - What happened? Dear David, I see this problem every day? Did you find a solution Georges Tag: Fast way to re-assign large list of leads? Tag: 17861
  - 16
    - Microsoft Outlook 2002 - "Out of Office" I want to be able to use the "Out of Office" function, but "Help" says I need Microsoft Exchange. What is this and how do I get it? Tag: Fast way to re-assign large list of leads? Tag: 17858
  - 17
    - exams for crm V1.2 Can anyone help me with a mock exam or study guides or anything towards certification in CRM v1.2. I have to pay for the exam myself and I need some kind of guide or something to increase my chances of passing the first time. Thanks jan Tag: Fast way to re-assign large list of leads? Tag: 17854
  - 18
    - Montior resolution Hello, Is there any recommended monitor resolution for MS CRM? Regards, Venkat Tag: Fast way to re-assign large list of leads? Tag: 17851
  - 19
    - Crystal Reports, CRM 1.2 Read the following in past newsgroups: "Microsoft CRM v1.2 ships with a specially configured copy of Crystal Reports v9.0 but you will need to purchase the licenses from your usual sources to activate it. The other option is to purchase the Professional or Developer edition of Crystal Reports v9.0 and use the enhancement patch that is available on your CRM server CD to configure it for Microsoft CRM. I believe this option will work for Crystal Reports v10 as well. For all options you only need to purchase licenses for those users responsible for customising reports as you would not want all users creating ad-hoc reports." We are in Certified Business Programme, can we get licence for free? Tag: Fast way to re-assign large list of leads? Tag: 17849
  - 20
    - hosting CRM We are looking at feasibility of hosting a client's CRM. Whitepapers say this can be done. We are running Windows 2003 AD consisting of a single forest,single domain, with Exchange 2003 as the messaging system and have CRM and Adventure Works Sample DB and Sales For Outlook Client up and running nicely. Any advice before I start would be appreciated. Tag: Fast way to re-assign large list of leads? Tag: 17846
  - 21
    - Contacts best practises When dealing with an account, with multiple contacts, is it best to put the activities under the account or the contact? I guess if they are all under the account, it is easy to see what has happened in one screen. However obviously if they are under the contact, you can see who you talked to? What is the best practise on this? Tag: Fast way to re-assign large list of leads? Tag: 17845
  - 22
    - Event Source: VSS / Event ID: 6004 I am testing SBS 2003 Premium with CRM 1.2 during the backup process we recive the following error; Event Type: Error Event Source: VSS Event Category: None Event ID: 6004 Date: 2/05/2004 Time: 11:00:20 PM User: N/A Computer: 001DC001 Description: Sqllib error: Database Operations___Technology_Group_MSCRM is not simple. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 53 51 4c 53 4e 41 50 43 SQLSNAPC 0008: 33 39 37 00 00 00 00 00 397..... 0010: 53 51 4c 53 4e 41 50 43 SQLSNAPC 0018: 32 39 37 00 00 00 00 00 297..... I have seen that this error is caused when a database is not set to "simple" as a recovery model. (Strangly the model databse is allso set to full.) Are there any issues with changing Operations___Technology_Group_MSCRM database to a simple recovery model? Excuse my ignorance but what is the Recovery option? The following databases are also set to "full" recovery model; Operations___Technology_Group_CRMCRYSTAL Operations___Technology_Group_METABASE Operations___Technology_Group_MSCRM model (as previously mentioned) Should these be changed or as they do not produce an error in the logs left as they are? Thank you for your help. Regards, Tom Ward Tag: Fast way to re-assign large list of leads? Tag: 17844
  - 23
    - Default font SFO Email Hello! Is there a way to change the default font for new CRM-Emails created by using the SFO toolbar? Thanks for any hint! Dieter Tag: Fast way to re-assign large list of leads? Tag: 17842
  - 24
    - java virtual machine Ho un pentium 4 con Windows XP Home. Firewall Zoneallarm 4.5.594.000 antivirus McAfee 4.5.1. Premesso che ho seguito gi' i vari consigli di eliniarecookies, file temporanei, ecc. ho il seguente problem A seguito di una reinstallazione completa del SW di sistema, non riesco piÃ¹ ad ustilizzare le chat che hanno bisogno di Java VM. Non riuscendo a scaricare l'aggiornamento da Microsoft, come fatto un anno fa dopo aver comprato il pc, ho seguito le istruzioni per scaricare il sw da Sun ma quello che e possibile scaricare da li e solo Java TM vers.1.4.2_04 (build 1.4.2_04-b05). con questa versione, malgrado ripetuti tentativi, alcune chat non funzionano correttamente (x es. quello di Digiland di libero dove funziona solo java light) mentree altre proprio non riconoscono ilsw Java installato e dicono che manca appunto Java VM (x es. quelle di yahoo). Non so pi\ che fare...mi potete dare un valido aiuto? Grazi Franco - Roma Tag: Fast way to re-assign large list of leads? Tag: 17837
  - 25
    - Removing Quotes and Sales We have just installed CRM, and are doing some testing on it. We have created some test quotes and sales, however when we try to remove these we get the message "cannot remove as these are read-only" How can we remove closed quotes and sales? I have all rights and permissions Tag: Fast way to re-assign large list of leads? Tag: 17836

Hello;

We have a list of leads from a marketing list (about 1,200) that got
imported and assigned to the wrong user. Is there any fast way to assign
all 1,200 of those leads to a different CRM user? I've been trying to go
through 100 at a time, but it's taking forever :(

Sincerely,
Todd M. Taylor

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Re: Fast way to re-assign large list of leads? by Gary

Gary
Tue May 04 15:22:17 CDT 2004

Only way is to write your own app using the SDK. I'd suggest keep doing 100
at time,...thats just 12 times! You'll spend far more time writing that app
(unless you have significant experience with the CRM SDK)

-Gary

"Todd M. Taylor" <flygtiguy@NOSPAMhotmail.com> wrote in message
news:OCQpwXgMEHA.3664@TK2MSFTNGP10.phx.gbl...
> Hello;
>
> We have a list of leads from a marketing list (about 1,200) that got
> imported and assigned to the wrong user. Is there any fast way to assign
> all 1,200 of those leads to a different CRM user? I've been trying to go
> through 100 at a time, but it's taking forever :(
>
> Sincerely,
> Todd M. Taylor
>
>

Top