Sales people accounts
Hi
How can I define accounts under account managers ? In our organization,
sales people are responsible from their own accounts (customers). Can I
define that X account is Jane's account ?
Best Rgds. Tag: Keystrokes intermittently missed Tag: 44475
Send Email Template to both emailaddress1+emailaddress1
Hello,
In the Contact record there are two email addresses (that are default in the
crm system)
email1 - his schema fields name is "emailaddress1"
email2 - his schema fields name is "emailaddress2"
when we send an email to contacts by using Email Template
the email sent to email1 (emailaddress1).
is there an option to decide which email adresses the email template will use?
OR
is there an option to use both addreses (the email template will send to
both emails addreses - email1 + email2)
best regards,
Amir Levi Tag: Keystrokes intermittently missed Tag: 44472
Training Manuals
anybody have training manuals for MS CRM Certification. I did alot in MS CRM
in following areas
1- MS CRM Application Development
2- Customization
3- Installation/ Configuration/TroubleShooting.
Need Training manuals. Plz send to me... ASAP.
Thanks,
.Net (MVP). Tag: Keystrokes intermittently missed Tag: 44471
Account Views Order
Is there any way of manually setting the order in which views are displayed
in the drop down box for Accounts?
We've created a number of similar views all starting with the word "account"
followed by a username (eg: Account - Joe Bloggs etc..) and ideally want
them displayed in the list together alphabetically but at the moment they're
all mixed in with other views in no logical order.
It's not a major problem but would make the system more user friendly if we
could have all these views together in the list, is this possible?
Thanks, Steve Tag: Keystrokes intermittently missed Tag: 44463
SFO replication
I get this error in my SQL Replication
pleas help
The schema script
'\\SQLServer01\MSCRMSnapshotShare\unc\SQLServer01_Adventure_Holdings_Pty_5cee1afe_CRMPub-Adventure_Holdin97eb8e60\20050913105133\CustomerAddressBase_5.sch'
could not be propagated to the subscriber.
(Source: Merge Replication Provider (Agent); Error number: -2147201001)
---------------------------------------------------------------------------------------------------------------
The process could not read file
'\\SQLServer01\MSCRMSnapshotShare\unc\SQLServer01_Adventure_Holdings_Pty_5cee1afe_CRMPub-Adventure_Holdin97eb8e60\20050913105133\CustomerAddressBase_5.sch'
due to OS error 5.
(Source: Bot01\CRM (Agent); Error number: 20143)
---------------------------------------------------------------------------------------------------------------
Access is denied.
(Source: (OS); Error number: 5)
--------------------------------------------------------------------------------------------------------------- Tag: Keystrokes intermittently missed Tag: 44462
Cannot publish or export in Deployment Manager
When I click on "Publish Customization" or "Export Customization" I get an
error:
Runtime Error!
Program: C:\windows\system32\mmc.exe
This application has requested the Runtime to terminate it in an unusual
way. Please contact the application's support team for more information.
Has anyone experienced a similar problem? What can be causing this, it was
working before?
Thanks in advance,
Bilge Gul Tag: Keystrokes intermittently missed Tag: 44461
Upgrade from Win 2003 Server to SBS Prem
Hi,
I have the following problem:
In the moment CRM1.2 runs on a Server 2003, the SQL Server is on the same
machine and Exchange 2000. The thing we plan is to 'upgrade' the Win2003 to
Win SBS Prem and Exchange should be transported to SBS too. It should be a
one box solution then.
Does Microsoft provide a chacklist for that case - or could someone give me
some details about critical points!?
Thanks for help,
Bernd Michitsch Tag: Keystrokes intermittently missed Tag: 44457
adding button on edit.aspx and calling external .net web service in event handler
Hi,
In the case section in Microsoft CRM Server if I open through web site
in iis,I go to the edit.aspx and try adding a button server control or
html control button,asp.net control addition gives error,because
perhaps the formbase is a custom control refrenced through assembly,so
I am looking to add a button on the page from where I can call a web
service to send a fax,is it possible through isv config file,this is my
first day in office with this server,I get errors in the case screen
when i add aspx button to edit.aspx,the whole form seems to be made
from 3 custom controls thru 3 assembly files,can you suggest how to
tackle this problem
Thanks ,
Mandar Agashe. Tag: Keystrokes intermittently missed Tag: 44448
languages
On the topic of languages, this list of available languages you gave does not
include Korean. If microsoft CRM is not available in Korean, do you know of a
similar CRM solution that is available in Korean? Tag: Keystrokes intermittently missed Tag: 44441
holding the control key down does not highlight
let' say that I am selecting multiple accounts to change their assignment. I
want to select # 1, 2, and 5. I can highlight 1 and 2 find with the shift key
or control key.
If I try to use the control key to highlight #5 it will not highlight. It
opens a new IE window.
I thought this was something to do with the google toolbar but I have
uninsalled it to test and stil have the same problems. It appears to only
happen in CRM.
Anyone have any ideas? Tag: Keystrokes intermittently missed Tag: 44437
Deactivating an account does not deactivate the contacts?
I was asked by a user why, when an account is deactivated, the contacts are
not deactivated as well.
I had never noticed this but can not seem to find any information on this.
Has anyone else experienced this and if so, is this correct? Tag: Keystrokes intermittently missed Tag: 44435
Security Roles for Records
I cannot see the record Opportunities since accidentally it clears all the
permissions to crmadmin and cannot assign them again.
What I can do for being able to accede again to this record?
Thanks!
PD: Excuseme by my bad English! Tag: Keystrokes intermittently missed Tag: 44432
Shared Calendars
This "shared calendar" chestnut always crops up in conversations with
customers and where exchange isn't the groupware of choice, what is the
official line as to what the MSCRM calendar can actually provide? Are
there integration capabilities for such products as Lotus Notes and in
particular Groupwise? Tag: Keystrokes intermittently missed Tag: 44423
CRM 1.2 Knowledge Base - Delay when Publishing Article
Can anyone point me in the direction of how the KB functions in CRM?
Specifically I am trying to understand why there is a delay from the time we
publish a KB article in CRM to the time the article is available for view in
CRM. For some reason, it is very challenging for me to find detailed
information about how the KB functions in CRM.
I also do not seem to be able to obtain detailed product information about
CRM. The user guide and help reference that comes with CRM is of little to
no value. I have reviewed the CRM white papers that are listed online, and
they do not provide the technical type of information I need. Is there a
more detailed CRM product guide available?
Thank you in advance for your assistance.
Donna Tag: Keystrokes intermittently missed Tag: 44422
CRM High Availability II
In a previous post I had asked whether a box running CRM and SQL
together could be put in a cluster for high availability. The answer
came back no due to what I thought was a limitation of SQL.
However, there's a book written that describes how to give SQL high
availability. Does this mean that it is possible?
If not, what's the true limitation?
http://www.microsoft.com/mspress/books/index/6515.asp Tag: Keystrokes intermittently missed Tag: 44418
CRM 3.0 ETA
Hi - is the ETA for the 3.0 release to existing users still October? Has
anyone heard of a firm date?
TIA,
S Tag: Keystrokes intermittently missed Tag: 44416
Reassign account type to user
I have a group of 400 accounts with a specific account type that needs to be
reassigned to one user. Is there a way to reassign a large group to one
person?
Thanks,
Andrea Tag: Keystrokes intermittently missed Tag: 44415
how use sepparate web.config?
Hi,
I have been having some problems with settings in my web.config that
interfear with PostURL webservices. I read that you can put your
customization stuff in a separate pool from the crmAppPool and that that will
give you the opportunity to have a different web.config for the both
appPools.
I did so and still the only web.cofig that is being used is the one in my
crm root folder.
Any ideas someone? i'd appreciate it.
Thanx Tag: Keystrokes intermittently missed Tag: 44411
Page not found for BizUser.srf!
I am trying to get the Bizuser.WhoAmI call to work. I am trying to get
the correct virtual server to make the call work. But even from IIS
Manager it doesn't work as expected.
I have looked through the user groups, and tried a lot of the
suggestions - still no joy. When I am in IIS manager I click on the
BizUser.srf file - and get a 500 error instead of the normal Soap
Error. If I click on the CRMAccount..srf file, I correctly get back
XML.
I have also gone into CRM, brought up an account - and then typed in
the extension for BizUser.srf.
I have deleted and added back in the .srf extension to the
configuration section.
BTW - CRM works just fine.
What else can I try?
Thanks!! Tag: Keystrokes intermittently missed Tag: 44407
Contact Names Display
Hi all,
we have CRM set up to display "Lastname, Firstname" forn Contacts, Users etc
so our grids are ordered by surname rather than christian name.
This is great for most things, except when we make email templates because
in a template we would want to say "Firstname Lastname" for example, - your
case has been referred to...............
Any ideas how I can do this?
Thanks
Ian Tag: Keystrokes intermittently missed Tag: 44405
Some pick lists are not showing all of their pull down values.
Some pick lists are not showing all of their pull down values. Some of our
users must use the Up/Down arrows to see all values - the scrollbar does not
work. We have not isolated this to specific computers yet. I think it may
be something w/ the DPI settings of specific computers, but I'm not sure.
I have logged into several machines at this customer site for month and not
seen this occurrence. Has anyone seen this? And how did you fix this?
Carroll Little Tag: Keystrokes intermittently missed Tag: 44402
Downgrade CRMAdmin AD Rights
Hope you can help.
We've finished our installation and setup and would really like to downgrade
the CRMAdmin user from being a domain administrator. At the moment I (and
the other people who know the CRMAdmin password) have the power to completely
break the network and my Network Manager is obviously getting twitchy as we
continue rollout across the business.
Can someone tell me exactly what rights CRMAdmin really needs from an AD
point of view so I can pass this to our networks people and halt their
conniptions.
Also, is it really necessary for CRMAdmin to be a domain user when
installing? We've got several more installations to do for test/development
etc.
Thanks. Tag: Keystrokes intermittently missed Tag: 44393
Administartor Password
All,
We have just completed a development in MSCRM 1.2.
We want to change the administrator password.
Can anyone tell us the best method to do so without our customizations
getting affected?
Regards,
Manish Agarwal Tag: Keystrokes intermittently missed Tag: 44392
Problem Installing Second CRM Web Server
I'm trying to install a second web server by running the installation
program and pointing the database to the exisiting install. The
installation runs succesfully but I get the following error in the
Application log:
Event Type: Error
Event Source: MSCRMSecurityService
Event Category: None
Event ID: 5916
Date: 9/15/2005
Time: 3:36:04 PM
User: N/A
Computer: DECRM
Description:
Error: Could not query account information. 1788 (0x000006FC)
Description:
The trust relationship between the primary domain and the trusted
domain
failed.
We only have one domain so I'm not sure what it means by primary and
trusted
domains.
Any ideas?
Thanks,
Wayne Morledge Tag: Keystrokes intermittently missed Tag: 44391
Default Vaules
Hi all,
I've created a boolean Contact field called BoardMember. The default
value is displayed as Yes (1), but when I create a new record the value
gets set to No (0) automatically. I actually don't want new Contacts to
get set to Board Members by default, so it is doing what I want, but
not what it should be doing according to the default setting. Also,
when I use the Customisations to change the default setting to NO (and
save the customisations), if I go back to check it, it has gone back to
NO - i.e. it's not holding the change (I've even tried changing it and
iisreset/Publishing the Customisation).
Any ideas ?
Jim Tag: Keystrokes intermittently missed Tag: 44383
CRM Installation and Configuration Exam ? as personal in name?
If I want to register the Microsoft CRM Installation and Configuration Exam,
can I use my personal in name?
Or I must use the company's name to register this exam?
Becasue when I register the exam, the VUE ask me the Authorized Number??? Tag: Keystrokes intermittently missed Tag: 44381
Post URL - Create a case via workflows
Hey,
I have been informed that it is possible to use the Post URL to create a
case via a workflow.
If anyone has an idea on how to do this, it would be greatly appreciated.
Rgds Jefferson Tag: Keystrokes intermittently missed Tag: 44380
SFO Issue
Hi all,
Got an issue with a Sales For Oulook client. All others in this company
have worked fine, this one has the contacts folder available but when you
click on it, it throws up an error. The good old generic "An error has
occured please contact your system administrator".
This is where we are at so far:
tried clearing the cache
installed the sfo roll-up update
there was no error/issue going "offline"
I am not sure where else to look.
If anyone has any idea's they would be greatly appreciated.
This client is overseas doing a demo to the whole region and this isn't
working, :-S not good....
Cheers,
Nathan Warner
JayThom Support Tag: Keystrokes intermittently missed Tag: 44379
Workflow and Order
With our order it takes a 3rd party (the government) to process some
paperwork before we can fulfill the order. The goal is to keep orders from
being forgotten because 1 out of every 100 orders is mishandled and never
returned.
I have a date field that is a marker when the documents are mailed and a
date field to mark when they are received back and the order can be
fulfilled. I need an alert when this doesn't happen on time.
I understand that dates do not work well as agents for workflow. I can't
use status because the status doesn't change on this internal paper trail.
I need a suggestion on how to track an event (mailed docs) and if the second
event (rec. docs) doesn't happen with in 7 days an email is sent to the owner
to follow up with the government rep. What ever is suggested to mark the docs
being received and the workflow email alert being skipped most of the time,
know that the dates are still needed to track history if there is a need to
trace problems. I am thinking a wait condition but on what kind of field
would be best?
Thanks for the help.
Steve Tag: Keystrokes intermittently missed Tag: 44373
How to hide Products side bar button
For all my roles, I have cleared all the circles under
Security Roles - Sales - Product
Yet the Products button continues to appear under Quote records, on the
left.
Can it be removed? How please? Thank you. Tag: Keystrokes intermittently missed Tag: 44371
CRM acting as if the shift key is being held down
Here is an interesting one...
I have a remote user who accesses CRM through IE 6. She does this by
logging onto a remote machine using PC Anywhere. Lately she has this problem
wherein she will be entering information into CRM and suddenly her computer
will begin to act as if the shift key is being held down (she can only type
in caps, she cannot place her cursor she can only highlight). The only way
she has been able to stop it is to completely shut down her machine. That
will work for a while but the problem inevitably recurs. She has shut down
her machine 10+ times today alone.
The problem only seems to occur when she is working in CRM.
Any thoughts? Tag: Keystrokes intermittently missed Tag: 44370
How do I create Workflow rules?
Howdy all, I've been reading about the Workflow Manager, but I don't know how
to access it. How do I create Workflow rules?
Thank you!
nasu Tag: Keystrokes intermittently missed Tag: 44367
can't install crm on test server
I'm trying to set up a test environment for CRM, and i get the following
error when running setup:
"Microsoft Customer Relationship Management Server Setup Error:"
"Failed to install Microsoft Customer Relationship Management Server.
Failed to determine your account name.
Unspecified Error
(80004005)"
i'm doing the install on a windows 2000 server machine, that is part of a
domain of which i am a domain administrator.
Any ideas as to what's causing this error? Tag: Keystrokes intermittently missed Tag: 44365
duplicated records
Hi,
our customer has problem with duplivating records in database.
There we can ee in his database over 600 duplicated records. All of them are
from one user, which uses Outlook client
Have You some ideas, how can be possible?
Thank You
Tomas Tag: Keystrokes intermittently missed Tag: 44364
=?Utf-8?Q?ActiveX_component_can=C2=B4t_create_o?=
I had a user that had installation of CRMclient 1.2 on Outlook2003. I had to
make a fresh installation of WinXP, installed Outlook2003, but decided not to
install CRMclient any more.
Why the user keeps getting error ActiveX component can´t create object:
crmaddin.UIUtil even he doesn't have the CRM client any more?
Does anybody know how to fix this? It gotta be the server side problem,
because there have never been CRMclient on this XP-installation.
--
Mrs Baystream Tag: Keystrokes intermittently missed Tag: 44361
CRM Installation
Hello,
I want to install CRM client version for users who can log on to either
machine. One machine can be logged on by any user. Do I need to install the
CRM client version only one time which can be used by any user or I need to
install on the CRM server and load it from there?
Thank you,
DK Tag: Keystrokes intermittently missed Tag: 44358
Axapta Positions Available!
Hi Everyone,
I thought I would post up our current requirements.
We now have several Permanent and Contract positions available
throughout the United States that require NO relocation.
We are looking for the following candidates: Axapta
Developers/Programmers, Systems Administrators, Project Managers,
Functional Consultants with experience in the following modules: Trade
and Logistics, Financials, Production, Manufacturing/Warehouse
Management, etc.
Our Contract positions require 70 percent travel and also allow for
remote work. Contract length can start at 3 or 6 months and extend out
until the end of the year, OR until you want a new contract.
Our Permanent Positions require NO relocation.
We have positions located in Southern California, Oregon, Washington,
New York, Maryland, Florida, Mid-West, Texas. ALSO Canadian Cities and
Positions Available as well!
We can work with US Citizens, Greencard Holders/Permanent Residents,
H1B-Holders, TN1 Visa Holders.
If you're interested please get in touch!
We have a referral plan as well-any person(s) you can send our way for
ANY axapta jobs and if placed YOU will recieve 1-2K USD
per person placed with NO limit on how many people you can refer!
Thanks!
Sandy Francis
sfrancis@globalitresources.com
Axapta Recruiter
Global IT Resources INC
401 East Ocean Blvd
Suite 430
Long Beach, California 90802
+1-562-508-4452 Tag: Keystrokes intermittently missed Tag: 44357
Convert Accounts to Leads
Hi,
We have installed microsoft CRM 1.2, and we would like to convert some
accounts to leads.
Is that possible?
Thanx so far
Hg Tag: Keystrokes intermittently missed Tag: 44354
Login prompt Crystal Reports
When I want print a report from a user's browser or from crm server is
required un other login prompt for every report.
I know there is a pacth for this but only for driven-reports. I don't have
any driven-reports.
Anyone can tell how resolve this issue? Tag: Keystrokes intermittently missed Tag: 44353
SDK Schemas - Explanations Schemas Attributes
Hie,
I use the SDK to create a Lead or an Account and I don't know witch
attributes I have to use..
For Example what are the attributes named "industrycode" or "territorycode"
in the Class Account ?? Where can I find more precises explanations ??
Thks !
Yoann, Tag: Keystrokes intermittently missed Tag: 44352
Export / Import Or ?
Export / Import
I have a CRM server that was used and would now like to move it to a new
domain.
Due to the initial setup the CRM was on its own domain, now that I am
redesigning another domain "Server 2003" Native I would like to have the CRM
here as well. The problem is this. How would I go about moving the CRM to
this soon to be existing domain? Tag: Keystrokes intermittently missed Tag: 44348
Workflow - Contract Mgt Rule Help
After learning that the 1.2 Workflow Manager does not support date fields, I
am hoping that there is a workaround that I can employ. Does anyone have
suggestions for creating a Workflow Rule that gets as close a possible to â??if
Contract Start Date = Todayâ??s Date, then if Billing Frequency equals Annually
then Create Activity 30 days prior to Contract End Dateâ???
Thanks in advance for your thoughts and assistance.
--
Bjorn V. Zreloff
United Technology Group, LLC
"Uniting Business with Technology" Tag: Keystrokes intermittently missed Tag: 44347
Multiple CRM environments withing one AD
I want to setup the next situation.
One AD.
In that AD there are different groups with users. Group One has e-mail
domain @groupone.com. Group Two has e-mail domain @grouptwo.com. Group Three
...etc. The groups handle and work independed from eachother.
Within that AD I want to install a seperate CRM for each group.
Is that possible. If not what could be a solution?
Thanx so far. Tag: Keystrokes intermittently missed Tag: 44339
Extracting values
Hi there,
I am integrating our system to the MS CRM.
I am extracting data from the SQL server and importring data through
the SDK.
(I know the best way is to work just with SDK, but I need best
performance - SQL server).
My question: where can I extract the values for all sort of types in
the system, for instance: Status reason in Case.
There is a table called stringMap - but it does not hold new and
changed values, only the default ones.
Thanks in advance for any help.
R Tag: Keystrokes intermittently missed Tag: 44338
CRM 1.2 and (GP) Great Plains Integration
Can anyone please point or explain to me what and how the Integration between
these two works?
What are the Entities that can be PUSHED from CRM 1.2 going to GP?
What are the Entities that can be PUSHED from GP going to CRM 1.2?
Please do explain the behaviors and limitation... Also please point me to
where I can find documentations.
Thanks a lot! :) Tag: Keystrokes intermittently missed Tag: 44335
Send Email Template to Email1 (emailaddress1) + Email2 (emailaddre
Hello,
In the Contact record there are two email addresses (that are default in the
crm system)
email1 - his schema fields name is "emailaddress1"
email2 - his schema fields name is "emailaddress2"
when we send an email to contacts by using Email Template
the email sent to email1 (emailaddress1).
is there an option to decide which email adresses the email template will use?
OR
is there an option to use both addreses (the email template will send to
both emails addreses - email1 + email2)
best regards,
Amir Levi Tag: Keystrokes intermittently missed Tag: 44334
CRM and SQL
If want to install a CRM in a SBS2003 environment and use the corprate SQL
Server to host the data for that CRM.
So the SBS2003 environment and the SQL Server are not in the same Active
Directory.
Is that possible? Tag: Keystrokes intermittently missed Tag: 44332
An error occurred while trying to synchronize
An error occurred while trying to synchronize the appointment information to
the microsoft CRM system.
I have all latest patches applied for 1.2; Outlook 2003. Using Windows XP
SP2. When I delete a CRM appointment, it does not delete it in Outlook.
When I am in Outlook and try to delete it there, I get the above error
message.
I had old tasks in Outlook that I tried to delete, and I got a message that
the CRM record was "read only".
I have seen others ask this question on the web, but nobody seems to have an
answer. Tag: Keystrokes intermittently missed Tag: 44324
Has anyone else seen a problem with keystrokes such as Alt+F not
working intermittently?