Integrating CRM lookups into custom ASP.NET?

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  - 1
    - CRM 1.2 Lead Activity History I head at a meeting the other day that there is a way to have the Lead Activities come across when you convert to an Account or Contact. Currently they do not display on the History tab. You can go back into Leads and open the lead and look at the Activities History Tab. But is there no other way to look at them in the Contact? Perhaps a long round about Activity search in Advanced Find? I assume this is being fixed in the new version. Thanks! Shauna Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37545
  - 2
    - compare microsoft crm, legrand, act I want to purchase and use a CRM as the centre of my small business, and am looking for the right product. Currently comparing Microsoft CRM, legrand and ACT! 6.0 (been told to avoid 7 at this stage) Criteria: About to install Microsoft small business server incl outlook 2003, up to three users Could have up to 1000 clients and potential clients, accumulating several thousand 'jobs'. Focus is not on aggressive marketing as I have enough work coming in; rather I want efficient management of jobs through a flexible work tracking process. Work tracking is crucial, with linkages from jobs to client records, referrals, time recording. Calendar, documents, emails, accounting package if possible. Synchronisation with imate JAM running windows mobile 2003 and activesync etc Any recommendations, or where can I go for guidance? Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37537
  - 3
    - Task Pane Integration with CRM Contact Records Hi, I am still new to CRM and recently saw the ability for an Office 2003 users, say in Word, to use the Shared Workspace Pane (I think) to connect to CRM and create merged documents using XML tags. The user would bring up the template which had the tags, then in the shared workspace pane choose a button (?) to access CRM then pick a contact record and it merged into the template, sort of DDE style I think? I think the system required SharePoint, BizTalk, Integration Framework and CRM with Office 2003, but this is where I am very fuzzy. We do not require Sharepoint in this installion so not sure if this is needed for this type of integration. Can anyone tell me what hardware and software is needed to achieve this and how it is achieved? We are just starting our install and as a number of users will be spending most of their time in Word, this would be very handy. Thanks so much in advance! Shauna Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37529
  - 4
    - modifying the subject guid Hi, Is there a way to modify how the guid is placed in the subject line in CRM emails? It is placed right after the text in subject. I would like it to appear several tabs away. I have asked before but not recieved any normal response regarding special character replacement in subject when sending CRM email to Domino server? Is this just a know issue with no solution? SH Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37527
  - 5
    - no sound on some web sites Hi, I am having trouble with sound on certain web sites. Especially Club Pogo. When I play a game, the sound starts but cuts out after about a min. I have Windows XP. There is no other sound application running. Please help. Pogo says that I probably have another sound application running but do not. Thanks!! Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37526
  - 6
    - Metadata error I'm in the process of changing one my user's names and keep running into problems with SFO and SQL. Basically, I'm trying to change one user's domain name from MSCRM/user1234567 to MSCRM/user1234. BTW. SFO was working as user1234567. I uninstalled SFO and local SQL, deleted the two folders in program files, changed SystemUserBase and deleted the user profile on the laptop. With the user in the local admin group, I re-installed SFO (after verifying outlook worked with the exchange server) and went offline (appeared to sync w/o error). Now with the laptop disconnected to the nework, I get the Metadata Cache Error 0 No entity. What did I do wrong? Windows XP Sp1 (latest patches except for sp2) SFO 1.2 w/rollup kb892948 Office 2003 Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37522
  - 7
    - Looking for Followup response re: linking Contact Info. into Accounts Good Afternoon, I recevied a response from someone named Dodd on Wed. April 28th in the evening. The email stated that they would post a response with a possible 'work around' solution on Thurs. April 28th. I am still waiting for that response. Thank you in advance. Kristina Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37521
  - 8
    - Propagate info from Account to Sub-Account Hello, I have created a custom field in the account object. I would like this custom field not to appear in sub accounts linked to the root accounts...I don't think it's possible as accounts and sub accounts are the same objects... So if it's not possible I'd like this specific custom field to be propagated to the sub account(s) with the same value as the one in the root account. Is it possible to do that? Thanks for your help Eric Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37514
  - 9
    - to extend a contract Our contracts are going on time, and everytime an incidents happens the time is subtracted from the contactline. Till so far no problem. If there is not enough time on the contract line you get a warning that their isn't enough time. But what then? At the moment we are doing the following steps. We open the contract line to see how much time is left and we close the incident again and substract the exact amount of time what is open. After that we make a new incident with the same name and we substract the time what is left of the total incident from a new contract and a new contract line. This is a very time consuming so I'm wondering is their an easier way to do this? Please give me some information on how you work with this. Thanks in advance, Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37508
  - 10
    - Error in loading DLL Greetings, Up until now, our Reports area in CRM has had no issues, but today, when trying to open any report we receive an "Error in loading DLL" message in the main window (below the "powered by crystal" image). Does anyone know how to fix this issue? I've already tried rebooting the server and restarting all of the Crystal services. Any help would be greatly appreciated. Michael Losapio TwinEngines, Inc Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37503
  - 11
    - publishing custom reports for MS CRM with Crystal Reports Hi all, To meet specific reporting requirements I have made several custom reports with Crystal Reports for Microsoft CRM. The reports are stored in the Enterprise folder of our test server. Now I'd like to publish them on our production server. My question is how to do this. Is Report Manager the tool I need on the production server? Thank you for replying, Basman Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37498
  - 12
    - Citrix and mailmerge Hello, Does the export to Excel (button) in the webclient work under citrix? Bas Plaut Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37484
  - 13
    - telefonie What do I have to do with the TAPI to be able to make telephone connections from Axapta direcly? So far, it only looks like having made the connection by logging the call but there is no dialing or something else indicating that Axapta would actually be doing something. Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37483
  - 14
    - What's the SQLServerAgent Role? Hi all, I've had my CRM server running with the SQLServerAgent disabled. I've enabled this service now and selected the option to make it auto-start. Everything seems to work fine, however, I would appreciate if someone could shed some light on its role and whether there are any problems that could result if this service was not running. Thanks in advance, Nidal Salah Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37478
  - 15
    - can't access web or crm manager Hi , I just installed sql server and CRM on the same box (2003 server with AD) . When followed all instruction to grant access to the Administrator to databases on sql . When I opened Ie and try http://myserver . I got a message from this error : http://myserver/_common/error/errorhandler.aspx?errNum=0x80040E4D It's probably sql access error , but I can't find where . The second problem is when I try to add users by the CRM manager , I choose Administrator and click on Next , I had an error that I don't have enough privileges to add users . I'm using the Administrator account (domain Admin) . I can't even run workflow oe workmonitor because of this privileges error . please I need help , I'm having this issue since last week . Thank you . Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37470
  - 16
    - NYC based crm contractor? Not sure if this is the right forum, but we are looking for a good crm administrator in the NYC for some contract work. If you know of anyone, please have them email me at resumes@traxitech.com Thanks! Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37469
  - 17
    - Problems with Crystal Reports - Urgent We have experienced with Crystal Reports on our CRM installation since installation. A large number of reports have always displayed the message that further information is required before the report can be run and we are now also getting: updateViewState failed Your request was cancelled. The necessary security privileges could not be verified. Please contact your system administrator. The errors seem to vary randomly; for example a report was operating happily for 5-10 executions over the course of 10 minutes then started displaying the above message. We have applied the suggested fixes, I believe, but still no joy. Attempted to run all crystal services as administrator and mixed results. Our setup is two W2K3 boxes, one running the MS CRM and the other the SQL server. Any ideas? Steven Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37467
  - 18
    - crystal reports logon error when redployed into new box Hi, I actually have CRM 1.2 box installed in one system where all the functionalities of CRM are working fine, including accessing crystal reports.So, in knowing and learning process of CRM redployment tool , I have planned to migrate CRM from old server to new box. I have started eporting the xml files, database files from old server to new server and the redeployment process went fine and Iam able to run CRM in server with exact and uptodate data as it is there in old server. But when I try to access the CRM reports like, Account reports, leads reports or contact reports etc., I get an error "crystal report logon error.please check you have enough licenses". I checked that all the crystal services are up and running but even then I restarted them again but no chance of accessing reports. Any help or suggestions are highly appreciated. Thanks in Advance. Ravi Chander Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37465
  - 19
    - Step by step data migration - is it possible? Hi we've got tons of data to be moved to mscrm. the thing is - cleansing will take months. so the best solution for us would be step by step migration, for example by territories or by industries, so sales people could start working with crm. i know that data migration framework says that it moves data only once and no merging, but i hope to find a workarround for this. can you help me with an advice? thanks! Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37464
  - 20
    - CRM Appointment sync. error - CRM toolbar for Outlook "An error occurred while trying to synchronise the appointment information to the Microsoft CRM system." This is the error I get when I create a CRM Appointment using the CRM toolbar for Outlook. Anyone have an idea of what's going on here? Thanks in advance for the help. Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37463
  - 21
    - Phone Numbers Hi, I am trying to figure out why the Phone number field doesnt get populated in the Phone Call Activity for an oppertunity. I guess this is because there is no Phone Number on the oppertunity form. Am I right in thinking to make this work I need to add a phone call field and map it ? Ian Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37461
  - 22
    - email router I am really struggling to get this email router to work.... When we try to send an email from CRM, we get "Unexpected error" - when we look in the app Log on the CRM server we see: MSCRM Platform Error Report: Error: description An unexpected error occurred.</description> details An error occurred attempting to dispatch the email : HTTP status: 403 file D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h I have checkjed the URL on the CRM server and that looks OK - to test this I purposely put in the wrong URL and the error changed from the HTTP:403 to "Host Not Found" Does anything else need to be installed fopr this to work ? Are there any account/permissions issues to consider? Thanks Ian Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37460
  - 23
    - Unable to Add account to PrivUserGroup On installation of MS CRM 1.2 on an Server 2003 machine, I am getting the error message: Setup was unable to install CRM Server Setup was unable to add the account to PrivUserGroup in Active Directory. Unknown Error (80005000) This happens pretty far into the installation process. Any clues on what is causing this? Thanks, Paul Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37451
  - 24
    - Exporting\Storing Information to Sharepoint Hi Is it possible to export information to Sharepoint? We would like to make invoices, contracts etc currently generated in CRM available to our clients on individual project sites in Sharepoint. What would be the best way of approaching this problem? If this is supported is there a component we can buy or a whitepaper that would allow us to do this? Thanks Cameron Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37442
  - 25
    - Access Level What is the difference between "User Account Create" and "Business Unit Account Create" access levels? Regards, FAF Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37440
- Next
  - 1
    - Reply/Forward CRM Email Reply from Outlook Inbox Situation: A CRM user (person A) sends an email to a contact (person B) via Sales for Outlook Client. This email is shown under Activity History for that contact. 'Person B' replies to the email. That email comes back and is added to the Activity History (because of the email router) too. 'Person A' forwards/replies to the message from 'Person B' from their Outlook Inbox; however, the message will not be posted to the Activity History for that client. You must forward/reply to the message from the Activity History in order for this message to be posted to CRM. Question/Suggestion: We are currently using CRM version 1.2. Will this change in the next version? Is there a purpose to having it setup this way? We'd really like to be able to reply from our Outlook Inbox instead of having to go to the Activity History to reply to or forward the message after the reply to the initial email. It is something that we would really like changed. ---------------- 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=e750a1bb-e31b-4510-9dea-b52e229a5d26&dg=microsoft.public.crm Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37436
  - 2
    - Invoice recalulate total amount Can I recalculate the total amount at Invoice? Can I create a new fields at the invoce that the value calculate the CRM? where I can see How do this? Thank Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37423
  - 3
    - Fetch XML and Relative Dates Is it possible to use relative dates beyond the preconfigured conditions in Fetch XML? For example, I want to return all records created 30 days ago to present. I would want something similar to this: <fetch mapping='logical'> <entity name='account'> <attribute name = 'name'/> <attribute name = 'accountid'/> <filter type='and'> <condition attribute = 'createdon' operator='on-or-after' value='Now()-30'/> </filter> </entity> </fetch> I understand there are pre-configured conditions dealing with dates like 'last-seven-days', 'last-week', 'last-month', and 'last-year'. But, unless there is a 'last-XX-days', where XX can be any number of days, these won't due. So, the condition line above doesn't work, but is there something similar that does? Thanks, HRS Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37420
  - 4
    - 3rd party databases Hello everyone, am a newbie (3 weeks) to CRM, consulting for a company using CRM1.2, about existing and new Crystal Reports. My question concerns the Axonom "Power Trak" database used by the CRM add on from Axonom. It is on the same SQL server that the CRM database is on. Is it possible to create new reports using data from this database and data from the CRM database through the CRM connection? (I hope not!) If not, what would be the recommended/best/cheapest/easiest way to view reports that use a 3rd party database? Or reports using ole-db and stored procedures? I have some ideas on this, just looking for someway I haven't thought of. Thanks Jim -- The Crystal Guy Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37418
  - 5
    - importing a product list/catalog I'm trying to import a list of products into CRM 1.2 - can anyone provide direction on the best approach here? My product list comes in two forms: 1. an ASCII, comma delimited, double-quote text qualified file (similar to the text files that can be used to import Contacts) 2. several DBF files that cross reference one another - one for product pricing, one for product description, one for manufacturer codes, etc. What are my options? I would prefer the quick and easy approach. Once the data is imported we will need to update the entire database on a daily basis - it would involve replacing all the data with updated entries. Any suggestions? I could not find any documentation on how to import products into the CRM catalog nor do I see any training resources and/or classes that cover this. Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37416
  - 6
    - Email router problems Hi, I have two issues regarding emails from CRM (1.2, English version). 1. I have installed the email router and I send email from CRM (web) and it puts the GUID in the subject and OK. But when the recepient respons the email it should be recognized and saved automatically to CRM and connect to the contact right ? This does not happen, what is wrong? Email is only visible in Outlook inbox and not CRM. 2. When I send CRM emails to Domino Server (Lotus Notes) all icelandic characters are replaced in the subject. Is there some workaround for this? Pretty bad if not Thanks, SH Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37415
  - 7
    - Suggestion for Activities I'm sure this is going to be addressed in v2.0, but Categories for Activities would be excellent if they were integrated with Subjects... It would allow for better data integrety (no free text!) and thus better organization of Activities... --Dodd Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37409
  - 8
    - Form template change, not being reflected Hi all, I've made a change to my Account template, to include different credit terms. The template and the preview of the template show up find, but when I go under New - Account, the new terms I've added do not show up. I've tried going under Deployment Manager and publishing it out...is there an interim step I'm missing? Thanks in advance... Dan Guinn Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37408
  - 9
    - Strange security role behavior - Urgent please! I have a problem with security roles within two business units (B.U.) In each BU I created a security role that has the following privileges: Read Accounts - Organization Read Cases - User I want all users to be able to access all accounts and to access only cases created by them. In B.U.1 with user1: I create an account and in that account I create a case In B.U.2 with user2: I create a case for that same account. My problem is: User 1 can access both cases, and user 2 see only that case that was created by him. In my opinion the systems is working as expected for User 2, only. I think user1 should not be able to access user2â??s created incidentâ?¦ Iâ??m saying this because the security roles only have privileges to see cases of the user. Anyone can explain me this behavior, please? Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37407
  - 10
    - The specified Microsoft CRM Server is not responding Hi, Since a few days whenever I try to access Workflow Manager / Monitor or User Manager in the deployment Snap-In I get this error: The specified Microsoft CRM Server is not responding... Everything was fine a couple of weeks before and even now users can access the server without any pb.. Thanks for your help Eric Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37405
  - 11
    - Email sent via SFO email. Hi everybody, Is there a possibility to have the emails that are sent show in Outlook sent folder. Cause if an email is sent via SFO email it dont show in the Outlook sent folder. So we have to copy them ourself. S. Oumoulid Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37404
  - 12
    - CRM should include a spell checker ---------------- 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=f49b7db5-123e-4496-a3cf-d891f10ae57d&dg=microsoft.public.crm Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37403
  - 13
    - Adventure Works licenses question Hi all, My company is using the Adventure Works Cycle MSDN license for testing purpose. We also bought the full Suite Pro license with about 25 users to be put on the prod environment. My question is: is it possible to extend the number of users (from the initial 15) in the Adventure Works Cycle test platform? Thanks Eric Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37402
  - 14
    - Uninstall - Update Rollup 1 For Microsoft CRM Server 1.2 (KB892949) Hi, I just uninstalled this along with the CRmserver (needed to perform a fresh install). When I tried to re-install the CRM I had the message about requiring to configure APS.NET and/or the .NET framework before installing. As this was a VMimage, I just reverted back to the snapshot before I uninstalled it and continued without removing it. Has anyone had a similar problem or any advice other than dont remove it? Thanks Mike Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37396
  - 15
    - Exchange Server locate in different windows domain In my scenario, I have two different domain one is domainA and other is domainB. I have Exchange 2003 Server in domainA and MSCRM 1.2 in domainB. Can I use web client send direct email from CRM to external through Exchange 2k3. Is Exchange server required in the same domain of MSCRM server? Thank you. CM Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37391
  - 16
    - Search starts MS Office Installer When I click the "All files and folders" option in Search Companion, it always starts the Windows Installer trying to install Microsoft Office Small Business, which I don't have. Why does it do this, and how can I stop it? It takes hitting Cancel 3 times before it actually cancels and lets me carry on with my search of files and folders... Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37387
  - 17
    - Adding licenses for Action Pack users Is it possible to purchase more licenses when using CRM under the Action Pack subscription? We're about to go live with this but I want to make sure I have the option to purchase more licenses when the need arises. I'm seeing all sorts of posts about not being able to mix and match licenses so I'd hate to have to reinstall at a later date. Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37386
  - 18
    - Imported data is not visible to other users...... I imported data into CRM using CRM Import functionality and some with Direct SQL inserts through smart way. I am able to see the data and i am able to browse it and update it. My User is assigned to Sales Person Role, System Administrator Role and Sales Manager Role. So i can see all data. Sales Department has Sales Person Rights but they are not able to View the Accounts that ,Notes and Activities. Any help, How i can set the permissions for the sales person. We want every one to see every ones data..... Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37385
  - 19
    - ActiveX Security settings and XP Home I have a client machine running XP home trying to access our CRM website. The logon credentials are accetped, but when the necessary ActiveX components try to download an error message stating the internet explorer Security setting "Run ActiveX controls and plugins" needs to be set to Enable. This modification has been made as we were directed and yet we continue to get this securoty message which prevents the use from getting to the CRM website. Is there an issue with XP home and CRM server? Can someone please direct me on how to fix this issue. Thanks Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37384
  - 20
    - Reinstall SFO error Trying to reinstall SFO (Version 1.2) and it fails when attempting to install MSDE. I get the follow error: "Set has failed because of an error. Setup was unable to install Microsoft SQL Server 2000 Desktop Engine (sp3a). Install it seperatly and restart setup.exe." I have read all posts on this and tried everything. I removed all folders (sql and crm), enabled file and print sharing, made sure server service was started, i have a crm license and role, I have admin rights on my machine, and can access crm through browser. Is there anything else I can do that has not been posted? Any suggestions? Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37382
  - 21
    - IIS authentication configuration/web client login issues I have a fresh install of CRM 1.2 Suite Professional w/ 5 MSDN partner licenses. - Win2K Active Directory domain users can authenticate to the CRM web client only when IIS is configured for basic authentication. Unfortunately, with basic authentication, I can not view users within User Manager (User Manager: The server localhost is not responding. ... you know the rest of the message) nor can I publish customizations (CRMsrvr: ***Error*** Failed to download XSL template files from Web Server). - In order for me to view users within User Manager and publish customizations I must enable "Integrated Windows authentication". However, when this is done, domain users can no longer authenticate to the CRM web client. Users are prompted for a login/password as usual but instead of getting access, they are rejected. What am I missing? Thanks for the knowledge. Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37380
  - 22
    - Problem importing leads/contacts with embedded comma in fields When importing .csv file, if a text field that is delimited with double quotes contains a comma the import tool still see the comman and separated the field into two or more fields, which then shifts all the following fields into the wrong position. Am I missing a fix. I am running CRM 1.2 with the last rollup. Was there an earilier patch to fix this. Thanks - Bob Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37372
  - 23
    - CRM off site Can the CRM website for a company be loaded on a computer even if CRM isn't installed on that computer? Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37371
  - 24
    - CRM Website I am hoping that someone can help me. I have installed Microsoft CRM on a small business server. the url to the website is http://crmweb when I enter the url I get a dialog box asking for login information. After I enter the information sometimes i will work, other times is will just sit there and tell me "conecting to <server name>.<Domain name>.local After it works and I log in I get excited that finally it's working, but when I sign in again it no longer works. I'm just not sure what to do Thanks for your help -- Schaefer Networking Everett Buel Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37368
  - 25
    - I'm desperate - Error finishing installation CRM I am using Reployment Tools. I followed the steps according to manual with no problems but when i start CRM Installation near the end it gives me this error messages â??Setup was unable to add the specified license key to your Microsoft CRM Deployment: s. When you complete setup, manually add the license key in license managerâ?? After completing the installation I restart the server and try to open CRM from Internet Explorer. It gives me this error â??An Error Occurred. For more information contact your system administratorâ?? I tried to open Deployment manager to add the license Key manually. It gives me this error â??The selected snap-in did not initialize properlyâ?? And I found this error in Application Event â??IsCRMSysAdmin: WhoAmI Faildâ??. Second I go with redeployment tool and after completing the redeployment wizard successfully. And begin to install the crm It gives me the same errors above I hope you can help me because i have 3 days working with this issue Thanks in advance Karolina Tag: Integrating CRM lookups into custom ASP.NET? Tag: 37367

Iâ??m hoping someone might offer suggestions on how to call the standard CRM
lookup forms from a custom ASP.NET page?

Is it possible? Any challenges or issues people have come across? Etc.

Short sample code example would be greatly appreciated J

Thank you in advance for any responses,

Mike

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Re: Integrating CRM lookups into custom ASP.NET? by Mike

Mike
Tue May 03 01:41:29 CDT 2005

"Michael F" <MichaelF@discussions.microsoft.com> wrote in message
news:1B801456-63DA-466E-91A7-AE7318845662@microsoft.com...
> I'm hoping someone might offer suggestions on how to call the standard CRM
> lookup forms from a custom ASP.NET page?
>
> Is it possible? Any challenges or issues people have come across? Etc.
>
> Short sample code example would be greatly appreciated J
>
> Thank you in advance for any responses,
>
> Mike

Hi Mike,

Use the RetrievePicklist method in the customisation class. A full
description can be found in the SDK.

I have enclosed a snippet of code that pulls a customised country list and
displays in a drop down on an ASPX page.

Regards

Mike

' Country

strResults = ""

Try

strResults = .cCustomisation.RetrievePicklist(.CurrentUser,
Microsoft.Crm.Platform.Types.ObjectType.otAccount, _

"CFPaddress1_country")

Catch ex As Exception

If Trace.IsEnabled Then

Trace.Warn("PickList XML (CFPaddress1_country): " & ex.ToString)

End If

strResults = "<Picklist><Entry><Value></Value></Entry></Picklist>"

End Try

Try

xmlObj = New XmlDocument

xmlObj.LoadXml(strResults)

PickList = xmlObj.SelectNodes("Picklist/Entry/Value")

'Add an empty value ""

Me.country.Items.Add("")

For Each PickListValue In PickList

Me.country.Items.Add(PickListValue.InnerText)

Next

Catch ex As Exception

If Trace.IsEnabled Then

Trace.Warn("PickList XML (CFPaddress1_country): " & ex.ToString)

End If

End Try

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