Import data to a custom entity

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  - 1
    - One User, many business units, many managers I have a client that has a metric type organizational chart. One user exist in several business units, and depending on the job function that the user performs at the time (there are several job functions), the user reports to a different manager. Consequently one user should have several managers and belong to several business units. If anyone can give me ANY indication on how to facilitate this requirement, it will be great. Some ideas, thoughts or suggestions will be appreciated. Thanks Tag: Import data to a custom entity Tag: 60290
  - 2
    - KB Articles not searchable I've created numerous kb articles, when I go to the article search nothing ever shows. Only if search by the article number or just list from subjects then the articles appear. The articles have already been approved. I have full rights/permissions. I've checked to see that MSSearch is running in the services on the server. I've also waited the full 15-30 mins for the articles to show. Any ideas with whatâ??s occurring here? Tag: Import data to a custom entity Tag: 60289
  - 3
    - CRM 1.2 to 3.0 Disaster Recovery Hi guys, I need some urgent help. I have CRM 1.2 database backup from which I need to recover records such as Contacts, Accounts and E-mails to CRM 3.0. I know there are ways of upgrading existing CRM 1.2 to 3.0, but unfortunatley the entire network is no longer working. I 've therefore installaed a new domain with CRM 3.0 which is working fine. I now need to import data which is in the CRM 1.2 backup from SQL server. I am really desperate for any help. All I need is importing data from 1.2 to 3.0. I'ld appreciate if anyone could even recommend a third party application which might be able to do the data migration. Thanks in advance. W. Ahmed Tag: Import data to a custom entity Tag: 60288
  - 4
    - SQL 2005 and reporting Is there anything speciel that has to be done in this scenario on the same server ( CRM 3.0 ) Jack Tag: Import data to a custom entity Tag: 60285
  - 5
    - BCM to CRM with SQL on seperate server Hi, I'm trying to migrate data from Microsoft BCM to the 90-day trial version of CRM Professional 3.0. I have CRM installed on one server with its SQL database on a seperate SQL Server Standard 2005 server. CRM is installed and working properly. When following instructions in the "Microsoft CRM Data Migration Framework Readme" I can only successfully attach the BCM database to SQL2005 if the database files (mdf and ldf) are on the SQL server. If I do this, and then try to specifiy the mdf file to the Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager, the wizard tells me: "The specified file is either not a valid Outlook with Business Contact Manager database, or cannot be attached. For more information about copying and attaching the database, see the Data Migration Pack readme file." The readme says I must run the Data Migration Wizard on the CRM Server. Any help getting over this hurdle would be greatly appreciated. Thanks, Brandon Tag: Import data to a custom entity Tag: 60284
  - 6
    - 2 CRM 3.0 in same environment Is it possible to have 2 CRM installations in the same environment SQL 2005, Exchange, CRM each on their own server. We need to have a test environment and a live environment. Jack Tag: Import data to a custom entity Tag: 60283
  - 7
    - CRM client XML error After I uninstall and install CRM outlook client. I try to go offline and during syncronization "The XML passed to the platform is not well-formed." error appears and system can not go offline? Tag: Import data to a custom entity Tag: 60281
  - 8
    - Email Tracking in CRM Can someone explain to me exactly how email tracking is supposed to work in CRM 3.0 Outlook client?? I think I'm missing something in regards to when a person replies to an email that has a CRM tracking token associated with it, and where it goes within the CRM system from that point. Thanks, Tag: Import data to a custom entity Tag: 60276
  - 9
    - User name change Hi I have a user who has go tmarried and hence changed her name. This has been changed in the AD and hence her Domain Logon Name has changed. Now when she tries to log into CRM she get s the no permissions error message. I am unable to change the logon name in the User profile in CRM. I tried disabling the user and then creating a new one with the new logon but I get an error message saying the user already exists. How can this be fixed so the user can log into CRM with her new name and still own all the objects from her old profile. Regards Brian Tag: Import data to a custom entity Tag: 60275
  - 10
    - Type of error message Hi While fixing a problem with CRM 3.0 one of the MS help desk personel got me to change a setting that produced a more in depth error message when a problem occured in the system. The problem is I can not remember where it is to set it back and these error messages are not general user friendly. Can anyone help ? Cheers Brian Tag: Import data to a custom entity Tag: 60270
  - 11
    - Is there anything located at http://schemas.microsoft.com/crm/2006 http://schemas.microsoft.com/crm/2006/WebServices When accessing the following I get a The system cannot find the path specified. I am trying to read a XML document with the following name space and get an error. The XML document is encoded (nested) within a Soap Envelope that is returned via a Web Service. Here is the XML:- <?xml version="1.0" encoding="utf-8"?> <BusinessEntity xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/crm/2006/WebServices"> <address2_city>Manukau</address2_city> <address2_line3>4:00 a.m.</address2_line3> <address2_postalcode>1702</address2_postalcode> <contactid>ca2b6278-cedb-da11-8c13-0003ff6799dc</contactid> <firstname>DANIELLE</firstname> <lastname>BUTLER</lastname> <new_address2_country name="New Zealand">1</new_address2_country> <new_address2_line4>Lupton Road</new_address2_line4> <new_address2_line5>Manurewa</new_address2_line5> <new_title name="Mrs">1</new_title> </BusinessEntity> I am using XPath to navigate to the address2_city node but get an error. The path I am using is /BusinessEntity/address2_city The interesting thing is that when I remove the xmlns="http://schemas.microsoft.com/crm/2006/WebServices"> from the XML document I am able to use the path /BusinessEntity/address2_city to navigate to the address2_city node. Why is this. If I alter the original XML document as follows than I am able to use the path /BusinessEntity/address2_city to get to the node. <?xml version="1.0" encoding="utf-8"?> <BusinessEntity xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:def="http://schemas.microsoft.com/crm/2006/WebServices"> <address2_city>Manukau</address2_city> <address2_line3>4:00 a.m.</address2_line3> <address2_postalcode>1702</address2_postalcode> <contactid>ca2b6278-cedb-da11-8c13-0003ff6799dc</contactid> <firstname>DANIELLE</firstname> <lastname>BUTLER</lastname> <new_address2_country name="New Zealand">1</new_address2_country> <new_address2_line4>Lupton Road</new_address2_line4> <new_address2_line5>Manurewa</new_address2_line5> <new_title name="Mrs">1</new_title> </BusinessEntity> Also interesting is that when using System.XML in .Net I get the following XPath:- /def:BusinessEntity/def:address2_city to navigate to the node. Can someone explain this to me, Please? Tag: Import data to a custom entity Tag: 60265
  - 12
    - Excel 2000 - macro not found I developed an Excel 2003 spreadsheet with an embedded worksheet form button with an assigned macro written in VBA. A toolbar button is added in an entity in MSCRM 3.0 for user to click to open the Excel spreadsheet. Customer's Thailand branch office says it doesn't work. So far we tested with Excel 2003 in Singapore branch and no problems at all. I found out that the Thai branch users are running Excel 2000, but don't know if there are any SRs applied. When they click on the embedded worksheet form button it says "The macro ..... cannot be found." where "....." is the correct & complete path of the assigned macro. It seems to me that the macros perhaps somehow "disappeared" when users open in Excel 2000 in web browser via MSCRM 3.0. We have tried the following but doesn't help: - Set macro security to LOW - Reprogrammed embedded worksheet form button to point to the full complete macro path - Clear browser cache What else to check? Any advice would be appreciated. Thanks. Tag: Import data to a custom entity Tag: 60264
  - 13
    - Filter History associated view When I view the history of an account, is there a way of filtering the activities depending on the user viewing it(or a team he belongs to) so that you only see the activities done by one department/user for that specific account ? Tag: Import data to a custom entity Tag: 60263
  - 14
    - Account and Contacts both in a Phone Call In my scenario I have to track down both Contact and account for a phone call. That means whenever I make a phone call, I want to Track down To which contact the call was made and for which account. In my scenario one contact is related with many employers. Also its observed that relationships cannot be set for Phone Call and because of this even if i create a custom entity it does not solve my problem. Any help plz... Tag: Import data to a custom entity Tag: 60260
  - 15
    - Importing Products Hi, Has anyone ever tried importing products via SDK? If so, is there any 'easy' way of doing it? Any other advise as such is much appreciated. We're looking to import about few thousand products one-off. Btw, I do realise Scribe is an option. Tag: Import data to a custom entity Tag: 60255
  - 16
    - Supported/Unsupported products for MSCRM v3 Hi all, I Just wanted to start a general discussion about any known or unknown updates or products that are supported or unsupported by Microsoft CRM V3 or that are known to cause issues. If you know of any please post. As far as I have seen/heard: - Internet Explorer 7 Not supported, works but has weird issues now and then. - .NET 2.0 (asp) Not supported, causes issues with web client and calender. Tag: Import data to a custom entity Tag: 60247
  - 17
    - Customise field to show as % or round up the numbers Hi, I am trying to add a new field / attribute to CRM quote entity. This field will be showing the profit margin on the quote form. Is there anyway for me to format the field, so it will appear as %? And if it is all possible for the calculation to round up to the next number? Ta! Sindy Tag: Import data to a custom entity Tag: 60245
  - 18
    - CRM an Telephone System Alcatel Hi everyone, i have just set up a test crm server with a test alcatel omnipcx telephone system. My setup is a windows 2003 SBS with CRM small business and exchange router. How does crm contacts differ from outlook contacts? If i add a contact under the crm section it seams to add it under the outlook contact section a minute or 2 later, does the crm contacts synch with outlook contacts? and also i can get the contact to pop up when i dial from a recognised number but it saves it under the outlook contact journal and not the crm, any ideas? thanks Tag: Import data to a custom entity Tag: 60238
  - 19
    - Unable to search Accounts, message says 'No Attribute'? I'm having a problem with the search utility in CRM 3.0. When I try to perform a search on an account in the 'Active Accounts' View (whcih is set to the Default Public View) all I get when I click the 'Find' button is a message box that says 'No Attribute' with an OK button on it. The error started on a new Server and CRM install when I was trying to create an association between a custom entity and another entity. SQL Server took all the 2GB of ram and locked up the server. After about 5 minutes I paused SQL then Stopped it and then rebooted the server. When it came back up and I accessed CRM the above issue started. Any assistance would be greatly appreciated. Tag: Import data to a custom entity Tag: 60232
  - 20
    - MAPS Upgrade to Open LIcence with software assurance? Does anyone know if this is possible? I am a MAPS user and have currently maxed out my 10 seat license for CRM 3.0. Is it possible to buy additional licenses for this? I am asking because i just bought a 5 user seat and a full media kit. The User licenses do not come with product ids. However, the media kit did. I tried entering the Product ID into the license manager for CRM, it says there already is a server license installed and it will nto let me add another. I try to upgrade the license, and it tells me that my Product ID is invalid. Can anyone help? Tag: Import data to a custom entity Tag: 60229
  - 21
    - CRM External Web Access Where can I find instructions on configuring our CRM site to be available via the web? We're using SBS 2003 with ISA 2004. -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Import data to a custom entity Tag: 60228
  - 22
    - Product Mappings I am currently using standard out of the box fields for Products and notice that when I create a Quote and add in the Products the Product Description does not map over even though it is on the quote Product form. I do not see a way to create this mapping? Shouldn't standard functionality map these out of the box? I am not sure what that field is used for if it can't be populated ( it is read-only). Suggestions? McKenzie Tag: Import data to a custom entity Tag: 60227
  - 23
    - Data Migration Wizard for Outlook Doesn't Recognize my BCM MDF My CRM environment is on 2 boxes. 1 for the CRM server and 1 for SQL 2005. 1) Copied my SQL DB over to the SQL Box as instructued 2) Attached the DB to SQL with the Query example provided 3) Invoked the Wizard on the CRM box 4) Passed all tests before being presented a dialog for the MDF 5) Pointed to the MDF file on the SQL box as requested (UNC path to MDF file) 6) Modal error message "Select a valid Outlook with Business Contact Manager database" 7) Tried copying the MDF and LDF files over to teh CRM box, but the same thing happens. Any ideas? Are there folks from Dynamics monitoring this thread? -- Michael Saucier Tag: Import data to a custom entity Tag: 60226
  - 24
    - CRM Mobile 3 - Incoming phone calls We just installed the CRM mobile solution on pocket pc's phone edition (WM5) with our CRM 3.0 system. Synchronizing contacts works fine and outcalls to this contacts work also fine. Now I'm wondering how to get information about incoming calls from crm contacts. Is there any way to show these contacts, when they call? At the moment incoming calls are only shown when they are outlook contacts. Any ideas? Tag: Import data to a custom entity Tag: 60219
  - 25
    - copy quote We have a common situation where we will generate a quote and then need to produce slight variations as seperate quotes. I would expect that it would be possible to write script or some other means that would basically perform a "quote copy". As I begin to look into the possibilities, I thought I would see what the others may suggest to accomplish this. Tim Tag: Import data to a custom entity Tag: 60217
- Next
  - 1
    - Desktop Client Error We have recently implemented MS CRM 3.0 with the CRM-Outlook client (on-line mode). Whenever I have Outlook open, I am frequently annoyed by the following error message dialog: "This record is read-only in Microsoft CRM. Changes will not be synchronized to the Micrsoft CRM system." Other team members experienced this same message initially, but then it stopped for them. However, I continue to get this message. Note the following: 1. I have CRM - Administrator rights 2. Using CRM 3.0 3. Using Exchange 2003 5. Installed on-line version of CRM-Outlook 4. Have checked/un-checked "Use Cached Exchange Mode" in Outlook Email Account. This change did not fix the problem. This is really becoming an annoying problem. Any suggestions would be greatly appreciated. Tag: Import data to a custom entity Tag: 60216
  - 2
    - Any way to have Leads, Contacts & Accounts in the same Marketing L Hi, I have new Leads and existing Contacts and Accounts which I'll see at the same tradeshow, or respond to the samemarketing campaign. Is there any way to add them to the same Marketing List and/or Campaign in CRM? I'm not sure if I'm on the right track with this, but it's looking to me like it's just an either/or deal, and I might have to have multiple marketing lists/campaigns for the same thing. TIA, John Tag: Import data to a custom entity Tag: 60210
  - 3
    - Tracking a Custom Outlook Form One of our users has created a custom Outlook Contact form. It basically contains an additional text field and the form has no scripting in it whatsoever. He'd like to track these Outlook contacts in MSCRM. When the user attempts to track the contact by clicking the "Track in CRM" button on the CRM Outlook toolbar, he recieves the following error: This item type is not valud for promotion to Microsoft CRM. I attempted to reproduce the problem, yet the CRM isn't even available on the contact form on my computer. Is it possible to track Outlook contacts that are using a custom form? Tag: Import data to a custom entity Tag: 60206
  - 4
    - Quote Product - Description doesn't fill in Hello, I am trying to use the Quote feature in CRM 3.0. When I add an existing product from the Product Catalog to the quote, the product "Description" field is unavailable to edit, and it does not flood in the description that exists for that product in the Product Catalog. And I did verify that there are descriptions in the catalog. Any help would be greatly appreciated! Thanks! Tag: Import data to a custom entity Tag: 60201
  - 5
    - Mail Merge Please My client would like to send an email using a professionally designed HTML template to 2000 contacts and record the fact they went in the CRM. Doesn't sound unreasonable but as far as I can see it can't be done in MSCRM. Tag: Import data to a custom entity Tag: 60191
  - 6
    - Mobile 3.0 Is anyone finding PocketPC phones which work with CRM mobile 3.0?? With the requirements of a screen size of 3.5" and 240x320, I am having trouble finding ANY phones which will work! Palm 700 is only 240x240 near as I can tell which would be our preferred device. Any help would be greatly appreciated! Thank you, Neil Tag: Import data to a custom entity Tag: 60186
  - 7
    - Publishing Knowledgebase articles to Internet I was wondering if there was a way to somehow publish the knowledgebase articles from CRM so that they could be used in an online help database that our company wants to run. I see that there are ways to export your customized entities, but there is no option like this for the knowledgebase articles. Tag: Import data to a custom entity Tag: 60185
  - 8
    - Importing Posted Invoices Anyone out there know of a way to import/migrate posted invoices from Great Plains to CRM 3.0 in an integrated setup? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Import data to a custom entity Tag: 60178
  - 9
    - URL into a view in CRM 3.0 I'd like to be able to set up a link from our intranet to the Account manager screen, passing in a view paramenter. Is there any way to do this? Any documentation anywhere? Being able to pass in query parameters to the Advanced Find screen would work for me to. Thanks. Tag: Import data to a custom entity Tag: 60172
  - 10
    - Importing In the Training Kit, there is a paragrah that states that data can be imported into "a staging repository where the data can be cleaned up (remove duplicates & existing customers and handling missing, incorrect or out of date data problems) before moved into final storage for use". I can't figure out this 'staging repository'. I can see where data can be imported into a Marketing List (which concurrently appears to import as a lead, contact or account), but this doesn't seem like what this phrase is referring to. Is there some other functionality that I am missing? Tag: Import data to a custom entity Tag: 60171
  - 11
    - CRM 3.0 Sales Stage Problems I have set up a Sales Process using the sample as a basis for my Process. When I add an opportunity, nothing happens. I have checked security on the CRM server for workflow and it seems ok. If I manually Action>Apply Rule: Sales Process the sales process to the opportunity, then it processes correctly. However, the pipeline report never shows the Sales Stage. I added the Sales Stage to the Opportunity Form and it always comes up unitialized. The Sales Stage picklist was empty until I manually filled it in. Help. I must be doing something wrong but I can't figure out what. Also, is there a good treatise or white paper on setting CRM 3.0 up? Tag: Import data to a custom entity Tag: 60170
  - 12
    - Microsoft Management Console When I am trying to start the CRM 1.2 Deployment Manager, MMC gives an error : "MMC cannot initialize the snap-in". Does anyone know how can I fix the error? I already uninstalled and reinstalled MMC update from microsoft's website, and dotnetfx. Thanks, Mihai Tag: Import data to a custom entity Tag: 60165
  - 13
    - Invoice Total Amount In the invoices window, CRM 1.2 used to show the "Total Amount" of the invoice. Now, in 3.0, once the invoice is "Billed" the "Total Amount" is not shown. That doesn't make a lot of sense. Is there a way to show the equivalent of "Total Amount" in the view window so we can see what past invoice totals were? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Import data to a custom entity Tag: 60164
  - 14
    - Emailing a Customer Link Is there a way for one CRM user to email another CRM user a link to a CRM customer? For example, let's say User1 runs across a customer in the database that would be good for User2 to follow up with. Can User1 send User2 an email with a link to that customer so it will open up in CRM? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Import data to a custom entity Tag: 60163
  - 15
    - Email Tracking w/ Replies Hello. I am noticing some inconsistencies with CRM 3.0 regarding tracking emails in CRM. When we create an email activity that is to be tracked in CRM and send it, a copy is sent to the history of the associated account/contact that the email is being sent to, no problem. The problem enlies when the person responds to the email (keeping the tracking token in the subject line.) After I receive them in my inbox they are not also copied to the history, I have to manually hit "track in CRM" again. I was under the impression this was a streamlined process and once an email has been designated to be tracked, the activities are automatically copied into the history of the account/contact as long as the tracking token is associated with the email, requiring nothing else from the composers. Make sense, any help would be greatly appreciated!!! This is very frustrating. Thanks, Tag: Import data to a custom entity Tag: 60161
  - 16
    - Report re contacts I'm attempting to create a report of accounts that will include not only primary contacts but any associated contacts as well. When doing an advanced find the report only shows the primary contact. Is there a way that I can request all contacts associated with an account to appear in the report? Tag: Import data to a custom entity Tag: 60158
  - 17
    - look up with a custom entity Hi there i have a a question regarding custom entity and i appreciate if yuo can help me... am trying to customize the account form to fit our business need, I need to add a new field called â??IT directorâ?? in the account form. The IT director represents a contact person from that specific account. I want that field to appear with a look up glass, and when I click that glass, it refers me to our contacts. I have created a custom entity called IT director, and added a new 1- to many relationship, and related it to Accounts. Then I went to the account form and I added the new field â??IT Directorâ??. The field appeared with a lookup glass, but when I click on the glass, it opens the accounts list and not the contacts list. Thank you, Marwa Tag: Import data to a custom entity Tag: 60157
  - 18
    - Odd e-mail duplication problem - Help? All e-mails promoted or Tracked in CRM Outlook client are being copied to one particular Account that is unrelated. The e-mails are copied correctly to the history of the desired accounts and Contacts but also copy to one particular Accountl as well. As anyone seen anything like this and have any ideas what could be wrong? -- Darryl - dh@mtccrm.com -www.mtccrm.com - Only Microsoft CRM Tag: Import data to a custom entity Tag: 60154
  - 19
    - CRM 3.0 User Manager when in the user manager I changed the system admin account and can't change it back. All it tells me is that and error occurred. Any ideas on how to change this back or do I have to uninstall and redo. Tag: Import data to a custom entity Tag: 60148
  - 20
    - Reporting servcies Culture name ? I get this error on the CRM 3.0 server when running report ( SQL 2005 ) Anyone have a clue ? Jack a.. An unexpected error occurred in Report Processing. (rsInternalError) a.. Culture name 'da-da' is not supported. Parameter name: name b.. c.. d.. e.. f.. g.. Tag: Import data to a custom entity Tag: 60146
  - 21
    - Set DateField Value Hi @ all, is there any way to set a datefield with the onload-function? "crmForm.all.activeon.value = '01.01.2000';" (in the contract form) doesnÂ´t work. Why? Thanks for help! greetings, Stefan Tag: Import data to a custom entity Tag: 60144
  - 22
    - Birth day Workflow Hi I would Like to setup a workflow that kicks of on a Clients Birthdate send a Reminder or a task to the sales Manager. Pleas Help I tried but Failed thank You Tag: Import data to a custom entity Tag: 60138
  - 23
    - 3.0 Lastname change ??? I made a new user and then changed the way it show lastname name to name lastname. How can I get the first user to be in this format ? Jack Tag: Import data to a custom entity Tag: 60136
  - 24
    - Can users be shared between different business units? Hi All, I am having 2 business units. The users who work on CRM are same for both the BUs. My question is can users be shared among different BUs. This scenario is because we are handling business of two different firms. Thanks and Regards, Harshad Tag: Import data to a custom entity Tag: 60134
  - 25
    - Can a lead be created for a company without contact? Hi All, I want to know whether we can create a lead for some company where the contact is not known? By this I mean, I don't know the person whose details we enter while creating a lead. But I will be contacting the company shortly. Also, please tell me the use of "Status Reason" field in the Administration page. In my case it will be "New". Thanks and Regards, Harshad Tag: Import data to a custom entity Tag: 60133

Hi,

Can anyone assist me on how to import data to a custom entity, as I know the
DMF can not be used for this.

I do know that I could possibly facilitate this via the SDK, but I have very
limited experience with it, and I am not a developer. If anyone have an
example of what to do, or will be so kind to give me an indication or steps /
procedures on how to do this, I will really appreaciate it.

Regards

Top

RE: Import data to a custom entity by chadbuserncsicc

chadbuserncsicc
Wed May 17 09:59:01 CDT 2006

Scribe will let you import data into a custom entity. If you are importing
Contacts or Leads, you may be able to use the built-in Import functionality
in CRM..

"YolandeDP-SA" wrote:

> Hi,
>
> Can anyone assist me on how to import data to a custom entity, as I know the
> DMF can not be used for this.
>
> I do know that I could possibly facilitate this via the SDK, but I have very
> limited experience with it, and I am not a developer. If anyone have an
> example of what to do, or will be so kind to give me an indication or steps /
> procedures on how to do this, I will really appreaciate it.
>
> Regards

Top