Launching a Workflow from a custom button in the toolbar

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- Previous
  - 1
    - Cannot get access to Reports/System Settings in CRM 3 Hey When i click on Reports, i get this error: Error An error has occurred. For more information, contact your system administrator. when i run http://servername/reportserver it is OK. But when i try to access http://servername/reports then The XML page cannot be displayed Cannot view XML input using XSL style sheet. Please correct the error and then click the Refresh button, or try again later. -------------------------------------------------------------------------------- A name was started with an invalid character. Error processing resource 'http://servername/reports/'. Line 1, Position 2 <%@ Page language="c#" Codebehind="Home.aspx.cs" AutoEventWireup="false" Inherits="Microsoft.ReportingServices.UI.HomePag... Error message when i try to get access Settings -> Organization setting --> System Settings Error An error has occurred. For more information, contact your system administrator. I have installed CRM 3.0 & SQL server 2005 and reporting ser on the two different servers and i have been done Addtional Setup Tasks for Kerberos authentication. but is not helpful. i can get access to reports/system setting from server and client. Otherwise CRM is running quite well from installation to today. Maria Sys Admin Tag: Launching a Workflow from a custom button in the toolbar Tag: 80602
  - 2
    - Pop ups blocked Hi One of our users is unable to close his activities because every time he clicks on 'Close Activity' nothing happens and at the bottom of the page there is a message stating the 'Pop-ups were blocked'. This is really urgent as the user is unable to complete his daily activities and update his communication with clients. Really appreciate any assistance. Thanks Tag: Launching a Workflow from a custom button in the toolbar Tag: 80600
  - 3
    - Pop ups blocked Hi One of our users is unable to close his activities because every time he clicks on 'Close Activity' nothing happens and at the bottom of the page there is a message stating the 'Pop-ups were blocked'. This is really urgent as the user is unable to complete his daily activities and update his communication with clients. Really appreciate any assistance. Thanks Tag: Launching a Workflow from a custom button in the toolbar Tag: 80599
  - 4
    - Pop ups blocked Hi One of our users is unable to close his activities because every time he clicks on 'Close Activity' nothing happens and at the bottom of the page there is a message stating the 'Pop-ups were blocked'. This is really urgent as the user is unable to complete his daily activities and update his communication with clients. Really appreciate any assistance. Thanks Tag: Launching a Workflow from a custom button in the toolbar Tag: 80598
  - 5
    - Access CRM throgh internet Hi there I have a client for which we have used a seperate CRM server. Their requirement is to access the CRM over internet. They are accessing their emails by outlook web access. For this, they are using an exchange server installed in another machine. Obviously it states that they have another PDC apart from CRM. Is there any possibilities by which we can make CRM accessed through internet using the same infrastructure. we don't need to buy another fixed IP and configure it for inet access. Please give me some useful Info. I appreciate!! Thanks Regards Murali Tag: Launching a Workflow from a custom button in the toolbar Tag: 80595
  - 6
    - Mail Merge documents need to be recorded as activities Many of our clients have wanted CRM to be able to record the details of the mail merged documents as activities for the related entities. Is there any plan for CRM to do that in the near future, like in, 4.0? ---------------- 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=06ee57ef-9878-4fa0-bdc4-925352d0e86d&dg=microsoft.public.crm Tag: Launching a Workflow from a custom button in the toolbar Tag: 80593
  - 7
    - External emails do not appear in history Hi Everyone, I've read many posts here that seemed to be similar to my issue, but the resolutions have not fixed my problem. When any company employee(any crm user) replies back to a crm tracked email it appears in our account history pane. Yet when a client replies to an email with out crm tracking number it does not appear in our account history pane. My crm service account and exchange servers are part of privusergroup, and my crm service account is also local admin on the exchange server. Registry permissions applied. I have also reinstalled the crm router and ran the rule deployment wizard. I also receive the following event on my exchange server: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Delivering message: Re: post restart CRM:00260014 in mailbox: servicecrm failed (System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage)). ---> System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at Tag: Launching a Workflow from a custom button in the toolbar Tag: 80592
  - 8
    - How to revoke rights/sharing using Scribe Hello, I am wondering if somebody knows how should I revoke or remove a sharing to a customer using Scribe? Please let me know. thanks. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80588
  - 9
    - How to revoke rights to customers using scribe Hello, Can somebody give me an idea on how to remove rights/sharing capability to customers using Scribe? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80587
  - 10
    - Report Error: The underlying connection was closed:Could not estab I had a error message when click 'Report' in CRM. "System.Net.WebException: The underlying connection was closed: Could not establish trust relationship with remote server." Please advise, many thanks! Tag: Launching a Workflow from a custom button in the toolbar Tag: 80586
  - 11
    - Changing a URL in CRM and removing the explorer bar in IE7 I have been trying to change the URL of a CRM installation but have managed to redirect the entire domain. I followed the instructions in KB 920211 (except that my port was 5555) with the resulting mess. I did make a back up of the registry so i am not worried about that but wonder if there is an easier way to point to it. My other question is concerning the explorer bar in IE7, is there some way for it not to appear. I followed the instructions on the MSCRM team blog but still have the explorer bar and the rest of IE7 controls displayed. -- Thank you for the help!! Richard Page MSc. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80584
  - 12
    - Changing the url in crm 3.0 -- Thank you for the help!! Richard Page MSc. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80583
  - 13
    - Customizing members of a marketing list Hi, I need to customize the view of the members of a marketing list. When I customize the associated view of contact, lead or account, the view of the members of a marketing list does not change. What entity should I customize? Please help me. Thanks. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80581
  - 14
    - Account Sharing in DB Can anyone tell me how account sharing is tracking in the database? What tables are involved? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80580
  - 15
    - Sample CVS file for data Import Hi Guys, I am very new to the Microsoft CRM 3.0. I have to import some data from a different application. I don't know what column do I need in cvs file to import Parent, Sub Account and Contact data. Could anybody let me send or a link from where I get some help about cvs file columns. Your help is much appriciated. Regards Tag: Launching a Workflow from a custom button in the toolbar Tag: 80579
  - 16
    - Different view of form for different business unit Hi, I have two business units that represent different organization. I will like to know if it's possible to have different account form views for this two business units? Kind regards Daniel Pinto Tag: Launching a Workflow from a custom button in the toolbar Tag: 80574
  - 17
    - Problem when add user!!! Hi, I'm having a serios problem with CRM 3.0. When I try do add a user, a code erro it's showed to me 0x80070534 I think that is problem with de Active Directory In other server, the error mensagem is 0X80041D2A when a I try to add user too somebody can help me ? thanks Tag: Launching a Workflow from a custom button in the toolbar Tag: 80567
  - 18
    - Email Merges via Quick Campaign Hi: How can I send messages using a different email address when using the Quick Campaign Feature? I have experimented several times, but can't find a solution with using another AD account when sending bulk emails. Please help. Thanks. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80563
  - 19
    - Strange situation with crmmailer I have a user here who as a primary Exchange account and an additional pop3 account. When he recieves an email from a specific company via the pop3 account it is immediately forwarded via the crm mailer to himself at his exchange account and marks the message as read. There are no addins and no outlook or serverside rules to enable this. Any ideas as to what could be going on? Thanks in advance Andy Tag: Launching a Workflow from a custom button in the toolbar Tag: 80562
  - 20
    - Changing/Amending Default Calendar views in Service Calendar Hi does anybody know if you can amend or change the default view within the service calendar, currently they are set to Month Week or Day. What i would like is to change it so that we can view a working week 5 days, with a click of a button rather than choosing the five day period with the from and to buttons. Really hope you can help!! Tag: Launching a Workflow from a custom button in the toolbar Tag: 80558
  - 21
    - Account Address on Case Record Hello All, We are currently working with Cases and want to have the ability to pull address information from the account/contact record directly onto the case. Has anyone done this before or have any suggestions for achieving this functionality. Ideally, we would have the Lookup Address similiar to the Quote and Order. Thanks for the help! Tag: Launching a Workflow from a custom button in the toolbar Tag: 80553
  - 22
    - Workflow email I know that OOB workflow sends emails using the owner of the property - but i want to be able to set up the Case notification emails to come from EESupport@xxxxxxxx.co.uk is there any way to do this? Many thanks in advance Tag: Launching a Workflow from a custom button in the toolbar Tag: 80552
  - 23
    - CRM 3.0 Database - 4x increase in 7 weeks After upgrade from 1.2, database size was a little over 4Gig. On Monday (16th), seven weeks after upgrade, it was just over 9G, today (19th) it is over 15G. The Transaction Log is 28G! Will not be long before we are out of disk space. Have shrunk the database but no significant change in size. I am a database programmer who has been given the DBA role, so my dba knowledge is very limited. Does anyone have any ideas as to what is going on? Thanks, -- Jim Tag: Launching a Workflow from a custom button in the toolbar Tag: 80551
  - 24
    - Problem opening office documents attached as notes Hi I'm having a a problem with several of our Outlook CRM Clients: I can't open any office document that's been attached to an opportunity as a note. When I click on the document and select open there are 3 things that may happen: a) nothing happens (~70%) b) word opens but not the file (~20%) c) the file is opened correctly (~10%) If I save the document and open it from my hdd everything works fine. Any ideas how this could be solved ? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80550
  - 25
    - IE7, Vista Business, very slow responese on showing some views Hi, I have a strange problem - MSCRM 3.0 works fine on XP, but on Vista sometimes shows (in 50%) first 250 items and than IE7 freeze for 3-4 minutes. I can't do anything on that view and after that it works again. Other programs on that PC work without problem. It looks like that IE is waiting to server to send the final end. In meantime all other clients (XP) work flawless. Again, it is a brand new PC with all patches (I hope) and problem is only on Vista. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80548
- Next
  - 1
    - Outlook syncronisation for shared accounts and contacts It appears that by design, the syncronisation to Outlook from CRM does not sync up account or contacts that I am a 'shared' user for. Has anyone else come across this. Its pretty important that our users have all account / contacts that they are allocated to as part of their responsibility, irrespective of whether they actually 'own' the record or have a 'shared' record. any guidanc e would be most useful Tag: Launching a Workflow from a custom button in the toolbar Tag: 80546
  - 2
    - CRM 3.0 and SQL server/Exchange server Hello, These are installation information for CRM 3.0 with SQL 2005 SP1, Exchnage 6.5 and each are installaed on the 3 diffent Win Serv 2003 servers. 1: CRM server: TechCOMCRM Organization Name: TechCOM Installation directory: C:\Program Files\Microsoft CRM Website: Creat new website Server bindings: :5555: Home directory: C:\Program Files\Microsoft CRM\CRMWeb 2: SQL Server: TechCOMSQL Creat new databases Connect to existing Reporting Services Server http://TechCOMSQL/reportserver Orginazation Unit OU=CRM groups,OU=Groups TechCOM,DC=TechCOM,DC=local Security Account Network service account 3: Incoming Exchnage Server name: TechCOMEXCH Outgoing SMTP server setting: Default SMTP server: TechComExch Server port: 25 CRM system is working perfectly without any problem. I am not able to access Reports from Cleint PC so i think i need to take some Additional setup becoz CRM and SQL / Reporting server are not on the same server. BUT 1: we have plan to change SQL server and we will use one SQL server for all internal databases so we will transfer CRM databases to new SQL server with same ver. and SP1. 2: Also we want to change Exchanger Server. New server will have same setting and same name but with more space. i need some tips from your side. regards, -- Alfred Tag: Launching a Workflow from a custom button in the toolbar Tag: 80543
  - 3
    - Organisation Settings / System Settings are not saved When I edit either the financial info such as currency from '$' to 'â?¬' or the customisation prefix from 'New' to 'exp' the changes revert back to the defaults when you re-open the window. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80537
  - 4
    - Isdecerementing attribute of the Case Entity Dear all, Could you please explain the purpose of the isdecrementing attribute of the Case Entity ? It is a boolean one with Yes/No and it is not displayed by default on the Case form. When should one mention a decreasing case ? I rather prefer mention a increasing case to catch the attention of a manager. Please share your thoughts. Regards, Thomas Tag: Launching a Workflow from a custom button in the toolbar Tag: 80536
  - 5
    - Creating some another fields like notes I would like to create some new entities on the model of the notes (a great field in which my users can insert a lot of information). In my example, I need for my prospector : * A note concerning the call. * A note concerning the project detected. All of these notes have an historic and a 1-n relation with my account. Moreother, the field CallNote and ProjectNote have to appear in the account form. Thanks in advance. Olivier. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80535
  - 6
    - Import Contact I have a CSV file containing a single Contact's details (standard info only- no customisations). I can successfully import this CSV file into one CRM System without any problems. However, importing the same CSV file into a different CRM System gives me the following error message: "You do not have enough privileges to access the Microsoft CRM object or perform the requested operation. For more information, contact your system administrator." I have lowered IE's security permissions to allow ActiveX controls on Local Intranet and confirmed that CRM is running in that zone. I have checked the CRM User's Security Roles and assigned the user the Administrator role I have tried importing the CSV file from multiple computers and with different user accounts and I get the same results. I really am stuck with this so any help would be appreciated. Regards Jason Tag: Launching a Workflow from a custom button in the toolbar Tag: 80529
  - 7
    - Partial Invoices I am trying to figure out how best to handle this. For one Order we raise several invoices representing stage payments. I think the simple, but not elegant solution, is to create the order with a value of, say 9,000, and raise three invoices amending the value each time to 3,000. When order is fully invoiced I would make 'Fullfilled'. Q1 - How do I enable the ability to amend prices? Q2 - Does anyone have any alternative solutions? Thanks in advance. -- Jon Tag: Launching a Workflow from a custom button in the toolbar Tag: 80528
  - 8
    - OutLook Crashes after Applying Update Rollup 1 - CRM3.0-KB922815 Outlook is crashing every 10 minutes or so for one of my users. Please help. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80525
  - 9
    - Moving CRM3.0 DB from SQLSvr2K Std to SQLSvr2K5 Std Hi. I want to re-install my SBS 2003 Premium Server making a clean installation with the SBS 2003 Premium R2 DVD and I want to install not the SQL Svr Workgroup 2005 included in the SBS DVD, but the SQL Server 2005 Std from separated CD. I have 2 questions: 1. How can I backup my current CRM 3.0 DB in SQL Svr 2K Std in order to restore it when I have the server with the clean installation of SQL Svr 2K5 Std? 2. Does it help to have an offline laptop client with a copy of the CRM DB? Thanks Tag: Launching a Workflow from a custom button in the toolbar Tag: 80523
  - 10
    - track competitors against leads Customers are asking for an ability to track competitors against leads, not just opportunities. The question about competitors is often asked early in the sales cycle (before an opportunity is created). The lead competitors need to be automaticlaly linked to the opportunity ("mapping" need to be in place for these links) when the lead is converted into an opportunity so that the competitors selected on the Lead could be managed on the opportunity without having to reselect them again. Thanks, Sergei ---------------- 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=7079fdb9-582d-4891-aaa8-abdb5a3fa7fc&dg=microsoft.public.crm Tag: Launching a Workflow from a custom button in the toolbar Tag: 80522
  - 11
    - Assigning Task through workflows Hi, Just wondering if any one knows if there is a trick to assigning a task through a workflow to a queue rather than a user? I have created a workflow that has the task which assigned to a user but i require it assigned to a Queue. The only options i have are users or logical user? Thanks for your help, Matt Tag: Launching a Workflow from a custom button in the toolbar Tag: 80521
  - 12
    - Callout library settings Whats the best way of applying settings\config file for a callout library? If I understand correctly, since CRM is a .net 1.1 app there is only one .config file, and it is for the exe. I want to define a config file specific for the dll. Tag: Launching a Workflow from a custom button in the toolbar Tag: 80514
  - 13
    - How to delete a cancelled order? We have several cancelled orders. I have noticed that active orders can be cancelled or deleted, but not the cancelled orders. When I attempt to delete a cancelled order, CRM 3.0 gives an error message that the order is read only. Still, does any one know of a technique of deleting a cancelled order? Is it possible to convert a cancelled order to an active order and then delete it? Thanks, Swamy Tag: Launching a Workflow from a custom button in the toolbar Tag: 80513
  - 14
    - SQL Reporting Services - configuration best practices Hello; What is the best way of setting up Reporting Services with CRM 3.0? On it's own server, on the SQL Server or on the CRM Server? Of couse, load plays into this ... but from a pure performance standpoint, with minimum load, what is the fastest? Is it faster with it on the SQL Server, on it's own server or on the CRM Server? Looking for some great answers. Thanks, Rich Tag: Launching a Workflow from a custom button in the toolbar Tag: 80507
  - 15
    - Moving users between business units Our system has a business unit configuration of one parent, and 4 child business units. I have a user in one of the child units who is being relocated to another child business unit. How do I move that user from one child unit to another? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80504
  - 16
    - E-mail management in CRM 3 and Outlook Dear All, I have a question regarding CRM and Outlook e-mail. We use the CRM web client mainly, but find that every so often we need to go through everyone's exchange e-mail box and delete all of the incoming e-mails. Is there a way to automatically delete e-mails from outlook once they have been passed over to CRM? Thanks in advance, Mike Swann Tag: Launching a Workflow from a custom button in the toolbar Tag: 80502
  - 17
    - How can I track batch numbers of products sold? I need to track batch numbers of products sold and had expected to simply add a one-to-many custom entity under the order product entity. However it seems that you cannot create relationships between Order Product and - well - anything! Is this a system limitation, and can anyone suggest a workaround? Thanks! Tag: Launching a Workflow from a custom button in the toolbar Tag: 80491
  - 18
    - CRM 3.0 install problem, .NET FrameWork 1.1 Here's a strange problem. After installing CRM 3.0 and I tried to follow the instruction on page 138 of the CRM implementation guide by "Click the ASP.NET tab, select version 1.1.4322, and then click OK." (within IIS management). There is 1 problem. The option for .NET version 1.1.4322 is not there, only version 2.0. Here's how the entire installation went: 1) Installed Windows 2003 EE R2 (which included SP1) 2) Installed IIS, Index Servicing and Message Queuing 3) Updated to latest service packs and patches (SP2) 4) Installed SQL 2005 EE w/ Reporting Services 5) Installed CRM 3.0. Everything went smooth, but now I don't see the option to select the .NET FrameWork v1.1 in the IIS website admin. I also do not see .NET FRAMEWORK 1.1 in the "Control Panel - Add/Remove software". Strangely, in the server "Administrative Tools section", the .NET FRAMEWORK 1.1 Configuration and Wizard are there. Everytime I try to install .NET FRAMEWORK 1.1 from the dotnetfx.exe file on the CRM CD, the system come back and tell me "The files you are trying to install is already installed by the systems, etc..." Any suggestions is greatly appreciated. -- Regards, Andy Tag: Launching a Workflow from a custom button in the toolbar Tag: 80487
  - 19
    - Laptop Client Cannot Connect I have Outlook 2007 running on Windows Vista. I get 2 errors â??cannot connect to the Microsoft CRM server. This might indicate that the server is downâ?? "an error occured loading microsoft crm functionality, try restarting microsoft outlook. contact your system administrator if errors persist.â?? I have disabled the Firewall and added the URL to the Trusted sites in IE. Anyone have any suggestions? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80485
  - 20
    - Should I install Analysis Service on SQL 2005 EE? Hello, I understand CRM 3.0 Professional version supports data mining. During the install of SQL 2005 Enterprise Edition, it gave me the option on whether or not to install the Analysis Service. The description mentioned Analysis Service provide data mining capability. My question is in order for me to perform data mining on CRM 3.0, do I need to install this Analysis Service feature on the SQL 2005 server? Also, anybody knows why SQL 2005 EE doesn't provide any management interface to the database after the installation. I only see configuration options, but not something like the "Management Studio" like the SQL 2005 workgroup edition. -- Regards, Andy Tag: Launching a Workflow from a custom button in the toolbar Tag: 80484
  - 21
    - CRM KB articles should allow embeded links to external docs I am working on knowledge base articles within CRM but need to show examples of documents, forms etc that have to be prepared. Being able to embed links to take the user to these examples would make the article an even better tool. ---------------- 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=91ad5794-f5ba-4bb4-a505-13574a93548e&dg=microsoft.public.crm Tag: Launching a Workflow from a custom button in the toolbar Tag: 80483
  - 22
    - Losing track of open windows Hi, Using the web browser is there any way to better control the order in which windows appear. For example if you drill down through say Accounts / MyAccount / Activities / MyEmail and then close each window to drill back up to the accounts screen you have to find the correct window from the task bar rather than it leaving those windows open. Any ideas? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80480
  - 23
    - Bulk Data Load We are loading a bunch of hospitals from around the US into CRM as Account objects. We have an autonumber field that was added so that each hospital is assigned a visible code (e.g. 1234-5678) that makes it easier for hospitals that call in to get service. The problem is that the bulk import does not correctly increment the auto-number field. I can map to it and set the values manually in a CSV file but CRM ignores these and just inserts the same number for several thousand accounts. Any ideas why Bulk Import is doing this? How can I bulk import accounts and correctly have CRM generate an autonumber or at least override it and insert my own value? Tag: Launching a Workflow from a custom button in the toolbar Tag: 80479
  - 24
    - Max length of description on Appointement en CRM 3 ? We adjusted the Max Length for the Description field in the Appointment record from the default of 2,000 to 5,000. When we use the web client we are able to save appointments that have 5,000 characters. However, when i go offline with my Laptop Client and then try the same thing the appointment form closes but there is a hidden error message behind it stating "The length exceeds the max length of it will be truncated". When you open the record back up instead of having 5,000 chars, you only have 2,000, i lost most of my text ? How setup Outlook to respect the 5,000 limit (as design on Web UI) and not the 2,000 one ? Thanks for Your help Thomas Larcher Hayward Pool Europe Tag: Launching a Workflow from a custom button in the toolbar Tag: 80478
  - 25
    - Auto Fill territory based on picklist Hello, I was asked to create a new text field (called sales rep) for the migration of data from GP 9 to CRM 3 (sales rep field in GP is based on the initials of the salespeople). I was recently asked to change this field to a picklist in CRM. They would also like the territory field to autopopulate when a sales rep is selected from this picklist. Here is my dilema: 1. In CRM, I created the territories based on the name of the sales rep, not his/her initials. I don't even think using initials is a good idea, but they are using them in GP. 2. If I create a picklist, how do I get the data from the original sales rep field into the new sales rep picklist? Workflow? They want to use 2 way integration for accounts (GP and CRM) so I want the sales rep fields to match. I am afraid that I am missing something here or that I am making this more difficult than it needs to be. Has anyone had a similar request? I could really use some guidance! Thanks in advance. AMCK Tag: Launching a Workflow from a custom button in the toolbar Tag: 80477

I would like to launch a workflow (change status) by pressing a custom button
added on the toolbar of a form: is it possible. I thougth to use javascript
to do it: am i wrong? Can anybody help me?
Fede

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