Installation of customer Microsoft CRM 3.0 for Outlook

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- Previous
  - 1
    - Account History does not show in Account Detail menu When you zoom into a specific account, the menu on the left displays under Details the options of Information, More Addresses, Activites, and is SUPPOSED to show History. When anyone in our org opens the Account window, it briefly shows History in the right spot but then History disappears. No one can get it to appear. I have tried every imaginable security role modification and cannot get it to appear. I even created a new Security Role titled "Everything" and turned on access to every possible object entity to its fullest extent. After setting a user to this role, same results. How do I get the History sub-menu to appear in Accounts? Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89103
  - 2
    - Convert Lead to Contact/Opportunity Hi, I running into a problem and not sure if there an sulution exist. When I convert my lead to a Contact/Opportunity it shoes at the (new) contact at the Originating Lead field the Firstname and Lastname from the Lead. Is it possible to show the Company name instead the Firstname and Lastname? Hope someone can help me... Thx and bye Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89102
  - 3
    - A data palette that stays on top for drag&drop items. The data palette is a small window that has a stay-on-top switch. On it items can be pasted. Then they can be dragged and dropped off while the palette remains on top. I am tired of switching back and forth copying small snippets of data and pasting them into fields over and over again. With a data palette I could load it with all the data for several fields in a spread sheed or database and then drag and drop individual items into the appropriate fields without switching back and forth or trying to size windows so they can be positioned side by side. ---------------- 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=fffd9ee2-4347-4c2a-887e-dfff822c1269&dg=microsoft.public.crm Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89101
  - 4
    - Lead Opportunity Hello, We are using MS CRM and it is working great. There is one thing we can not work around, unable to assign a Opportunity to a Lead. Is there any modification that we can do to perform this? The reason I ask is because we only want Active Customers in our Accounts/Contacts section, and leave all Leads/Prospects/Potential customers in Leads. It would be nice if there was a third account type called Prospect or Potential Customer, this isn't quite an Account, but is further along than a Lead. Yes I know the drop-down under Account has various different items like 'Potential' and 'Customer, but that would get confusing. Any ideas or are we just out of luck? Thanks, Tareef Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89094
  - 5
    - Case Notes We are working on our Case entity and have run into a question of capability. When our customer support team deals with a case there will be more than one Notes entry for each case. For each call they will have to put the End Time of their call since we bill support per phone call and not per case. Is there a way that can be calculated on the notes entry (the total duration of the call) according to the time stamp of when the note was created to the manual end time entry our support person enters at the end of the note. Or does anyone out there have a better solution to get a calculation of total time spent per phone call with the case?? Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89089
  - 6
    - Direct Client Requirement - Team Lead Siebel Product & Pricing. We have the following requirement from our end client: Job description: Team Lead- Siebel product & Pricing. =B7 3+ years Siebel Order Management experience, min one year with version 7.8 =B7 Telecoms industry/Siebel eCommunications experience =B7 Ability to work closely with the onshore team and interpret Products & Pricing requirements & High Level Designs into the Siebel detailed solutions (LLDs) =B7 Deep Siebel Products & Pricing expertise including Product Configurator and modelling in Telecom industry =B7 Deep Siebel configuration and eScripting skills. Term: 6 months Contract. Start Date: ASAP Location: Slough, England, UK and Bangalore, India. Rates: Open [all the expenses will be reimbursed]. Important note: The work location of the candidate is Slough, England, UK for a period of 6 months with 4 to 6 weeks in Bangalore, India. All the expenses will be paid. Please revert ASAP with updated resume, rate, work authorization and contact details ASAP. Thanks and looking forward... Best Regards, Ken Andrew | Datamatics America Inc. office: (732) 593-8345 Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89088
  - 7
    - Case Notes We are working on our Case entity and have run into a question of capability. When our customer support team deals with a case there will be more than one Notes entry for each case. For each call they will have to put the End Time of their call since we bill support per phone call and not per case. Is there a way that can be calculated on the notes entry (the total duration of the call) according to the time stamp of when the note was created to the manual end time entry our support person enters at the end of the note. Or does anyone out there have a better solution to get a calculation of total time spent per phone call with the case?? Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89086
  - 8
    - Case Activities Can anyone tell me how we can get an activity to show up in the Activity area of a case? When we create a new activity within a case it links to the contact or account by default. We want our activities that are created within the case to be linked to the case so that when we have the case open we can easily click on the Activities and all related activities pertaining to that particular case are right there. Instead, we are having to get out of the case and go to the Account and find them there. Very unproductive and doesn't make a lot of sense. Are we missing something? Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89085
  - 9
    - CRM service unavailable I've been researching this and have read all the posts on it but nothing has fixed my issue. My CRM works perfectly until we run an integration which imports leads and creates lead activities, at that point a few records get integrated but then CRM slows down and eventually goes the Service Unavailable screen. I reset IIS and everything is fine again. I don't know where to go at this point in troubleshooting this any further. I'm confused as to why it only happens in the integration situation. Manually adding a lead and a lead activity does not affect CRM the same way as the integration. Prior to a few weeks ago the integration worked fine and no changes have been made since that time. Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89080
  - 10
    - CRM SQL Error Should an error like this show up in the event log, does it show up anywhere else? I can't find this error any place on the server and can't find anything around the internet about it. I was able to find out some info on WRPC, so I am pretty sure that this has to do with the screen security timing out. I am not asking to have this fixed, just trying to figure out how I can get more information on an error when it happens. SQL Page error: http://img.photobucket.com/albums/v258/Jeembo/SQLError.png Thanks, Jim Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89078
  - 11
    - importing price lists I'm looking into the possibility of purchasing MS Dynamics CRM for our company but am wondering if there is a way to import a price list. Our company has an extensive price list and entering each product and price individually wouldn't work at all. Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89077
  - 12
    - Error editing a contract template 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 Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89075
  - 13
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89074
  - 14
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89068
  - 15
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89066
  - 16
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89064
  - 17
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89063
  - 18
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89059
  - 19
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89055
  - 20
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89054
  - 21
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89051
  - 22
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89046
  - 23
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89045
  - 24
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89032
  - 25
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89028
- Next
  - 1
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89027
  - 2
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89023
  - 3
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89015
  - 4
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89014
  - 5
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89013
  - 6
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89012
  - 7
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89011
  - 8
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89008
  - 9
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89006
  - 10
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 89003
  - 11
    - Display account Name in Queue Is thier a way to display the account name and priority code in the Queue grid? Tag: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88990
  - 12
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88988
  - 13
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88985
  - 14
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88982
  - 15
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88981
  - 16
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88979
  - 17
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88978
  - 18
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88977
  - 19
    - 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: Installation of customer Microsoft CRM 3.0 for Outlook Tag: 88975
  - 20
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  - 21
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  - 25
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Hi,I have a machine which belongs to the same domain that server CRM3.0, I
reached with the session administrator,
I launched the installation of customer Microsoft CRM 3.0 for Outlook an
error message posts myself:
"the user who carries out the program of installation does not belong to the
domain"
in spite of as I have say I reached with the administrator.
Thanck You.

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RE: Installation of customer Microsoft CRM 3.0 for Outlook by MerijnvanMourik

MerijnvanMourik
Fri Sep 21 01:50:02 PDT 2007

Hi,

Did you logon to the local workstation as a local administrator? Or did you
logon to the domain? (When logging on you are able to select the domain from
the drop-down list).

Best regards,

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

"ahmed" wrote:

> Hi,I have a machine which belongs to the same domain that server CRM3.0, I
> reached with the session administrator,
> I launched the installation of customer Microsoft CRM 3.0 for Outlook an
> error message posts myself:
> "the user who carries out the program of installation does not belong to the
> domain"
> in spite of as I have say I reached with the administrator.
> Thanck You.

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