SDK to upload attachments
Greetings,
I would like to write a c# program to upload an attachment
to a note.
I've read what I can find that describes how to do this
(including messages here on the board).
My first effort is to use the WebClient object and its
upload method. However, that's not working. I'm getting
a response, 500 "Server error". The webclient is posting
the file directly to the SRF. Can I use the webclient for
this? The key difference between webclient and using a
web browser is that the fields are added to the query
string rather than a "posted" field.
TIA and regards, Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25481
cdf data migration framework
just installed and configured CRM on a customer site.
They are starting off with the Sales Standard package
that was on special offer this summer. I can't find the
cdf data migration tool to load their accounts data from
their accounts package. Is it not shipped with this
version? If not, then how do I import accounts records -
I have already imported their leads and contacts data
from the import tool within CRM. I could use SQL to load
directly to tables but how do I get the ID's generated
without the data migration tool.
thx in adv Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25479
can't create notes in SFO
Does anyone know what this means???
Exception from HRESULT: 0x80040220. Description: An
unhandled exception occurred during the execution of the
current web request. Please review the stack trace for
more information about the error and where it originated
in the code. Exception Details:
System.Runtime.InteropServices.COMException: Exception
from HRESULT: 0x80040220.Source Error: An unhandled
exception was generated during the execution of the
current web request. Information regarding the origin and
location of the exception can be identified using the
exception stack trace below.
Stack Trace: [COMException (0x80040220): Exception from
HRESULT: 0x80040220.]
Microsoft.Crm.Platform.ComProxy.CRMNotesManagerClass.Create
AndRetrieve(CUserAuth& Caller, String InNoteXml) +0
Microsoft.Crm.Application.Platform.Annotation.InternalCreat
eAndRetrieve(String xml, String columnSet) +32
Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve
() +27
Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent
(FormEventId eventId) +233
Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity
entity) +60 Microsoft.Crm.Web.Note.ConfigureForm()
+228 Microsoft.Crm.Application.Controls.AppPage.OnLoad
(EventArgs e) +132 System.Web.UI.Control.LoadRecursive()
+27 System.Web.UI.Page.ProcessRequestMain() +731
thanks for the help. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25474
Workflow monitored issues
The Scenerio:
I have set a up a workflow for when a case is created to update a custom
field for the case for how long it has been in an active state in hours.
WHen the case is created, a workflow is kicked off. All that workflow does
is call a manual workflow. In the manual workflow, a wait for timer for 1
hour is started, after 1 hour, if the case is active, I add 1 to the field
and then recall my same manual step which will then wait for another hour
and check the status of the case, etc, etc. until it is closed.
The problem:
For all cases that are created (except by me as a system administrator),
fails on the second call to the manual step. It updates the field after the
first hour, but then for the second hour, it fails saying that the security
service is not started, which is obviously not the case.
Second, because of the failures, I have 250 plus process stuck in a paused
state. I want to either resume them or delete them. i can't see anywhere to
do this.
Any tips/suggestions appreciated.
Thanks,
Rick. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25473
Documents in Word2000
In large documents with numerous sub-documents, is there a
way to change the properties for HEADING 1 in the
appendices sections of the document (such as "from Section
20 to Appendix A) and still get them to appear in the
Table of Contents? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25472
Removing Quotes, Opportunities, Invoices Tab
Is there a way to remove the quotes, opportunities and invoices tab
from the 'Sales' section of the 'Account' record ?
Our client does not use any of the opportunities, quotes and invoices
records and those tabs are very disturbing.
If not, is there a way to change the tab order ?
Any help will be appreciated.
Thanks
Nicos Papaioannou Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25467
60 Minute Intranet
I have been requested to install Microsoft's "60 Minute
Intranet" on our internal web server.
Our internal web server is Win 2K, Office XP and FrontPage
2002.
The "60 Minute Intranet" Kit is requiring that FrontPage
2000 be installed.
Is there a work around for this or do I need to install 2
different versions of FrontPage to get this software
installed? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25463
How to use field values in OnChange Events???
hi all,
in an OnChange-Event of an user defined field (named CFPcountry,
Picklist) I would like to catch the new value and write it to another
field (address1_country).
How do i adress this fields? The following code doesn't work:
crmForm.address1_country.Value = event.srcElement.returnValue;
I would like to transfer the textcontent of the picklist field (e.g.
Germany, France, United States etc...), not the index value.
Thanks in advance,
Dennis Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25462
Difficulty of CRM install exam
I tend to find that the CRM install exam is not difficult having now taken
it first hand, but granted it warrants quite a bit of study to get to pass
standard - mind you is that a bad thing.
I got 94% with 70% the minimum passmark.
70 questions, over 90 minutes - of which I used roughly 40 minutes of having
started at 2pm and finishing about 2.40pm ish.
This means I used 34 secs approx for each question - 1 minute 17 secs was
the allowed per question.
Failed on 4.2 questions ?! Some were a bit difficult to interpret though.
Seems a bit too easy to me, though MS might have their reasons for making
sure more people pass.
If the CRM exam is less confusing then thats something I welcome, but I
didn't see the original exam to compare it. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25461
I can't save changes made by a JavaScript
Hey,
with a little JavaScript in te onChange event of a picklist, I tried
to modify data in other fields in the same form.
This seemed to work, but when I save the form/record the original data
re-appears...
Does this problem look familiar to anybody, and is there a solution?
Thx,
Simon Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25451
Industry chart by industry Report
I have put some custom values into my Accounts' Industry field and have
imported all the accounts to reflect the correct industry name. However when
I run the report "Account Chart/List by industry" all the values are returned
under one category "Industry: Not specified".
Why would this be, any suggestions would be great...
It works fine if I use the Advanced Find facility...so I'm stumped. I'm
assuming that Crystal has to go through the CRM Platform and use standard
calls according to the SDK API.
? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25448
SFO Goonline
Hi,
I went offline in SFO, then I couldn't go back online. When I try, I got the
following message: "An unknown error has occurred. Retry the action. If the
problem persists, contact your system administrator."
Please help me, although this is on a demo workstation, not too critical,
I'd like to get it resolved. Thank you for your help.
Tony Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25438
Error occurred when moving data from webpage to CRM
hi,
i faced this error message when i try to run the coding
below.
the error displayed as : An error has occurred. For
more information, contact your system administrator.
my coding is written as below :-
<%@ WebService Class="CRMIncident" Language="c#" %>
<%@ Import Namespace = "Microsoft.Crm.Platform.Proxy" %>
using System;
using System.Web.Services;
using System.Timers;
using System.Data.SqlClient;
using System.Data.SqlTypes;
public class CRMIncident :
System.Web.Services.Protocols.SoapHttpClientProtocol
{
[WebMethod()]
public void CreateAssociateCase()
{
// strServer should be set with the name of the
platform Web server
string strServer = "testcrm";
// virtualDirectory should be set with the name of
the Microsoft CRM
// virtual directory on the platform Web server
//string virtualDirectory = "mscrmservices";
//string strDir = "http://" + strServer + "/" +
virtualDirectory + "/";
string strDir = "http://" + strServer + "/";
// BizUser proxy object
Microsoft.Crm.Platform.Proxy.BizUser bizUser = new
Microsoft.Crm.Platform.Proxy.BizUser ();
bizUser.Credentials =
System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";
// CRMIncident proxy object
Microsoft.Crm.Platform.Proxy.CRMIncident incident
= new Microsoft.Crm.Platform.Proxy.CRMIncident();
incident.Credentials =
System.Net.CredentialCache.DefaultCredentials;
incident.Url = strDir + "CRMIncident.srf";
string strErrorMsg;
string strIncidentXml;
string strIncidentId;
string strAccountId = "{3E24E79C-7EC5-4473-95FF-
7E46FEBB534B}";
try
{
Microsoft.Crm.Platform.Proxy.CUserAuth userAuth
= bizUser.WhoAmI();
// Set up the XML string for the new incident
strIncidentXml = "<incident>";
strIncidentXml += "<title>Testing</title>";
strIncidentXml += "<accountid>" + strAccountId
+"</accountid>";
strIncidentXml += "<ownerid type=\"" +
Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToStri
ng() +"\">";
strIncidentXml += userAuth.UserId
+ "</ownerid>";
strIncidentXml += "</incident>";
// Create an incident
strIncidentId = incident.Create(userAuth,
strIncidentXml);
}
catch (System.Web.Services.Protocols.SoapException
err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " + err.Message
+ " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " + err.Message );
}
}
}
kindly help me to solve my problem. 10q. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25436
Missing email replies
All,
Email that is sent out from CRM (with a GUID) is not
being tracked back into CRM when we receive a reply.
What can I do to fix this inaddition to the several items
that MSFT has posted to the PartnerSource KBase?
Thx,
Bob Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25426
SFO Export Limit
Hi,
Is there a way to avoid CRM contacts synchronized in Outlook to be exported?
We want to disable exporting CRM contacts to avoid users selling a list of
contacts.
I guest we can use GetCommandBarID in GPO to disable export.
Is there any other ways?
Thanks in advance.
Sebastien Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25424
Workflow Process Questions
Can anyone who has worked with workflow processes for a while answer these
questions for me:
1. How do I implement an "OR" condition? I have used nested IFs but is
there a better way?
2. Is there any way to print out or otherwise create a copy of your work
flow rules?
3. How do you backup/restore workflow rules for disaster recovery?
Thanks
Dave Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25423
publishing customizations using deployment manager
When I publich customizations, it comes back saying
publish completed with errors, servername: failed. I
notice that when I publish the customizations, my web site
stops. I have to manually start it and then I can go into
CRM and my changes are there. This is what I get in app
log:
ProcessImportWorkItem Error : The root element is
missing. , StackTrace : at
System.Xml.XmlTextReader.Read()
at
System.Xml.XmlValidatingReader.ReadWithCollectTextToken()
at System.Xml.XmlValidatingReader.Read()
at System.Xml.XmlLoader.Load(XmlDocument doc, XmlReader
reader, Boolean preserveWhitespace)
at System.Xml.XmlDocument.Load(XmlReader reader)
at System.Xml.XmlDocument.Load(String filename)
at
Microsoft.Crm.Tools.ImportExportXml.XmlCustomization.FixDMU
pdateFile(String strXSLDir, String strDestFilePath)
at
Microsoft.Crm.Tools.ImportExportXml.XmlCustomization.Proces
sImportWorkItem(Object status)
anyone have any ideas??
Thanks,
Jen Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25422
SFO - can't open accounts or contacts
I can see all the data in SFO, but when I try to open an
account or contact (or when I try to create a new one) I
get this message in app log on the client:
MSCRM Application Error Report:
-----------------------------------------------------------
---------------------------------------------
Error Message: An unhandled exception occurred during the
execution of the current web request. Please review the
stack trace for more information about the error and where
it originated in the code.
Source File:
Line Number:
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.HttpApplicat
ion+IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep
(IExecutionStep step, Boolean& completedSynchronously)
Can someone please help??? Thanks in advance.
Jen Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25421
CRM Mobile
All,
I am unable to get the Mobile Client to register. I have
ruled out the certificates as the cause of the problem.
I have noticed on several occasions that the Microsoft
CRM Mobile Integration and Microsoft CRM Mobile Device
Registration services seem to stop for no apparent reason.
Any ideas as to get the client to register and
synchronize would be helpful.
Thank you in advance for your help.
Bob Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25418
CRM Emails Sent from Sales for Outlook Client in Outlook Drafts Folder
Currently some users are having a periodic issue where CRM emails are
located in the Drafts folder of Outlook after being sent from the Sales for
Outlook Client. The emails located in the Drafts folder are either the
partial email before it was sent or the full email. They do show up as Sent
in CRM. Any ideas on why this might be happening? We are also concerned
that these emails are really not being sent.
Please advise. Thanks. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25413
Where are sharing records stored ?
HI
I need to mass delete undesidered lead sharing records.
Where are this records stored (witch table) ?
Thanks Sebastiano Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25407
Microsoft .NET Framework 1.0 Service Pack 3
Hello everyone,
I was wondering if anyone installed the .NET framework update on a CRM1.0
server yet? I haven't seen any news about it's affects on CRM (good or
bad), and I'd rather have some information either way before I take the
plunge. I'd just prefer not to spend any nights or weekends fixing
something that I could've prevented, especially on an upgrade!
Thanks
Martin Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25404
How to add a Lookup Field
MS CRM does of it own have fields of type "Lookup" Can you add
Lookup-fields to the schema and use it in customized forms?
Thanks
Frank Rombaut Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25398
CRM OBJECT MODEL and Visual Studio .NET
Hi All,
i'm trying to add the CRM OBJECT MODEL into my C# web
services project.
But I can't use Microsoft.CRM.Proxy.
Any clues? does anyone has sample code for me as a
reference?
Thanks in advance.
Regards,
Venedict Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25395
Spreadsheet to sql Data Migration problems
Hi, i am learning about Microsoft®Business Solutions CRM Data Migration and i
have many doubts, all starts with the next:
I've isntalled the Microsoft® Business Solutions CRM Data Migration
Framework and there are four *.xls examples, have many columns names, with
requisites, and other things, but don't have any values. Is someone who had
tried to do data migration to sql with this examples that exists in that
framework?
Regards, Pedro Airó Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25394
Automate Account Numbers
Hi,
I posted this but couldn't see it. So here it is again.
I want to automate account number allocation when creating new accounts. Is
this possible? Am I able to create rules for the account number?
Also if everything is possible with luck, can we do so for the accounts we
are going to migrate from Goldmine, though they didn't have any account
numbers.
Silly questions. Appreciate your help.
Tony Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25393
MYOB and CRM
Hi,
Is there an integration between the CRM and the back office accounting app?
Thanks.
Tony Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25392
CRM & MYOB Integration
Hi
We have been using MYOB for our accounting applications. Now can we link
order infor etc from CRM to MYOB? If not, is there any possibility in future
release of CRM?
Thanks.
Tony Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25391
Automate Account Numbers
Hi
Can we automate the allocation of account numbers following the rules we set
is MS CRM? If yes, how?
Thanks.
Tony Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25390
running CRM over a VPN
Has anyone got any experience of running CRM over a dial
up network? Is it possible to run the web client from a
dial up in a hotel bedroom for example? Many thanks. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25388
CRM Integration with SAP
Hi does anyone know of someone who has (or is in the
process of) integrated MS CRM with SAP Business one? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25387
CRM and Mobile devices
Hi, does anyone know what mobile devices the CRM mobile
can be used on? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25386
Data Migration - new option
Hi All,
Thought this might be interesting. I have just heard that Scribe have added
a new licensing option. Currently they have a perpetual license for 3995
and a 90-day "migrate" license for 995. Now, they have added a 45-day
"migrate" license for 495!
This is a great option for an initial data load - now, you can use an
evaluation version to design and test your data import and then just get the
45-day license to perform it. Excellent for cost-concious sites.
Stephen
P.S. I don't work for Scribe! Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25385
reports roles
hello everybody,
I want to configure reports so that only somme users can
use it
is it possible?
Thanks Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25384
Workflow
I have the following scenario.
An mail gets sent to a user requesting an action. After a
certain time period I need to check whether or not that
person has opened and/or done anything pertaining to the
e-mail. If not an email is sent to that person's superior
advising of the original e-mail. After another period of
time I need to check again for any further action and
depending on the outcome another e-mail is sent. My
problem is that the system regards the email to the
superior as an activity which nullifies my second check
because it assumes that the user has done something which
might not necessarily be the case. My rules are as follows
Case Create - send an email
After x hours - check for activity - if not send an email
After another x hours - check again for activity - if not
another email
Does anybody have a workaround for this please Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25383
Retriving Entity XSD's with custom fields
Hi,
I know this question has been answered in this group before, but I was not
smart enough to take note at the time.
I would like to know how it might be possible to retrieve an Entity XSD that
includes all of the custom fields that have been added to the entitiy. I
want to use this to create strongly typed data objects for record updating,
rather than hard coding bloody XML strings all the time.
If anyone knows what I mean, and can help me - that would be great!
Cheers
Chris Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25380
Attaching to CRM Toolbar Events
Hi,
I have designed some sample applications that run within the CRM window (ie
are launched via a navitem, rather than a toolbar item). Ordinarily, I use
a separate Save Data button (or similar) to get the user to commit any
changes to data that are made through using this custom page. I am
wondering whether it is possible to detect the Save or SaveClose button
being clicked on the CRM window toolbar, and hijack the client event, run
some client code, or generate a postback.
If anyone has any ideas on this, I would greatly appreciate some direction.
Cheers
Chris Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25379
Automatically forward a copy of all outgoing email
Hi,
Is there any way that I can configure all outgoing email to be
forwarded to a specific email address? Eg. All outgoing email sent
from MS CRM should have support@microsoft.com in the TO/CC/BCC: field.
My understanding from CRM Version 1.2, we cant customize any
activities at all, and somemore the TO/CC/BCC are lookup field.
Is there anyaway we can configure something at the Exchange 2003
Server level to track all the outgoing emails from Microsoft CRM to
CC/BCC/Forward to a support alias (support@microsoft.com)
Brief description on the environment setting:
1. Single domain
2. 4 servers in total, 1 for AD, 1 for SQL, 1 for Exchange and 1 for
SQL.
Any suggestion? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25376
Set default font in CRM Email in CRM SFO
Hi,
I prefer to use Courier New as the default email font. I wonder whether one
can (and how if positive) set this up.
Thanks. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25371
Browser Locking on activities
I am having a recurring issue with web clients that
happens sporadically. These client are running on Dells
3.2 ghz processors with 512 of memory XP SP2. The patch
has been applied to the server. The broswer will lock up
on an existing case once an activity is added. You can
get to the menu and click and reclick on new activity and
respective types. Nothing ever happens beyond that. Any
other browsers already opened (CRM or not) are locked up
and you have to shut them down to get back in and start
working again.
Paul Palting Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25367
Outlook distribution list
Is it possible to use Contacts from Outlook 2003 Distribution list in CRM
Contacts when sending email from CRM?
Can I import Distribution list from Outlook to CRM?
Appreciate your help.
Thanks,
Jipson Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25366
Best practice: large cold call list
Does anyone have any best practices suggestions or
guidance re: the following scenario? My client has
purchased approx 100,000 leads. They want to
generate "call lists" which is subset of the 100k, and
assign a list to a sales person who will then cold call.
A list may be generated by "show me everyone in a certain
zip code" or "show me anyone within a certain distance
from an existing customer". The salesperson calls from
the list, and updates the records appropriately.
I want to ensure that leads do not end up on more than
one call list, and that once they are called that they do
not get called again for x number of months (they should
not be removed from the master list). Also, leads, even
if they have been called, should still receive e-mail
notices from the company.
How would you recommend setting this up with Sales Prof.
CRM?
Thanks for your help.
Steve Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25364
CRM Questions on SFOC
Just a question...
What are the advantanges and disadvantages to using the
CRM Toolbar for creating Task, Appointments, E-mails and
Contacts, which creates them in both CRM and in Outlook?
If in both you could synch with a Palm or other PDA from
within the Outlook folders, and I know you they synch
automatically between, but would you not want to keep your
corporate business contacts separate in CRM and then
personal or personal business is Outlook?
Just some clarificaion would be helpful.
Thanks!
Shauna Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25359
DO NOT add any custom value to the Account PreferredContactMethod drop down.
Do not add any custom values to the Account PreferredContactMethod dropdown.
If you do, the publish will fail with "object reference not set" in the
Event Viewer.
The FormXml and FieldXml in OrganizationUIBase will be well-formed but
invalid for Crm.
If you go back to customize the form you will be unable to edit the
dropdown. You will get a Javascript error when you try to.
To revert to the version before the change.
Delete OrganizationUIBase where objecttypecode=1 and version=(select
max(version) from OrganizationUIBase where objecttypecode=1)
and re publish.
The problem does not occur with the same drop down on Contacts.
The supplied values in these dropdowns are incomplete because they do not
include the value "DO NOT CONTACT!"
Has anyone had this experience? Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25358
Notes and fonts
Greetings,
Using the SDK, I can create notes and attach them to
Accounts (and other entities).
I would like to add some formatted text to the note.
However, notes appear to be hard-coded in a proportional
font.
Can notes be made to have a fixed font (e.g. courrier)?
TIA and regards,
--Paul Galvin
ISSG Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25356
SOAP error
Greetings,
I'm getting a SOAP error "80040e31" when using the SDK to
create an invoice line. It does not always happen. Here
is the XML I'm using:
<invoicedetail>
<productid>{7FB5189B-D54B-4515-95F1-D119A7C10E98}
</productid>
<invoiceid>{DD492242-56A1-4EC8-B1E7-A891806B51DC}
</invoiceid>
<description>MFG/PRO Inv#: I1172355 line
</description>
<lineitemnumber>26</lineitemnumber>
<quantitybackordered>0</quantitybackordered>
<quantity>72</quantity>
<priceperunit>2.38</priceperunit>
<manualdiscountamount>0</manualdiscountamount>
<quantityshipped>72</quantityshipped>
<CFSOrderedAMount>72</CFSOrderedAMount>
<ispriceoverridden>1</ispriceoverridden>
</invoicedetail>
Is there anything obviously wrong with that?
TIA and regards,
--Paul Galvin
ISSG Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25354
Custom Fields on CustomerAddress do NOT appear in Account or Contact view.
Custom fields on CustomerAddress do not appear in the views Account or
Contact.
So they are not available to be put on either the Account form or the
Contact form.
I have added a couple of string fields to CustomerAddress which I want to
have on
both Account and Contact forms. But they are not appearing in the
drop-downs.
Is this correct or have I missed something. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25353
Order status problem. please help
hi
how can i change the status of an order to completed or something like that.
there seams to be a status hierarchy assigned to the order status (fields
seem to be statecode and statuscode)
what i would like to have is
1. order is in status "new"
2. when somebody is working on the order the status should be set to "in
progress"
3. after work is done or item is deliverd --> status = "completed"
completed items should also not appear in active order list view
please help! i have tried nearly everything in the user interface. i cant
simple advance the status of the order.
regeards peter Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25348
CRM Task question
Hi,
I have a question regarding CRM task and Outlook Task on CRM v1.2, here
is the scenario:
"User A uses "CRM Task" on Outlook Sales Client to create a task and
assign to User B
User B updates the task on Outlook only and reply (or assign) back to
User A
Will the updated task (from the Outlook side) be the same updated task
on the CRM if we don't use Online or Offline feature?"
Because what happen is my user (user A) showed me an error message
stating that there is an error synchronized task (from Outlook) to CRM task.
She didn't use synchronized feature.
Thanks. Tag: Importing Tasks from Outlook 2003 into CRM Tag: 25340
I see that you can import contacts into CRM, but can I do
the same thing with Tasks. I am a new user and currently
they are all in my Outlook 2003.