MSCRM Opportunity's to allow price override and write in products

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  - 1
    - CRM 3.0 Disaster Recovery Hi, I have one CRM server running in my domian i added another server to the domian for CRM disaster recovery i want to make sure that in case of a disaster we will have the second server up and running with the least time and effort. I am thinking of using logshipping for the database is that a good idea? what other things can i prepare ? Aby Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63385
  - 2
    - Most Recently Used on contacts etc would be invaluable A Most Reccently Used (MRU) feature would save huge amounts of time flicking between different records. Office does it, Windows does, why not CRM? ---------------- 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=19da727e-1873-4fc2-a283-ae9b8c8d8e0c&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63380
  - 3
    - Multiple chioce in drop-down list Hello, everyone I have to create a field on the form with a drop-down list where user can select more than one value. It seems like standard insruments (creating attribute with picklist type) are not working cause it's not allowed to choose more than one value. If you have ideas about that, please assist -- ---------------------- regards, Ilya Milshtein MBS Master, MBSCP, MCP Softline International www.softline.ru Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63377
  - 4
    - CRM Sharepoint Web Part Hi there, I'm having problems getting the CRM 3.0 web part working in Sharepoint and I suspect that it's to do with my configuration: I run Sharepoint on an SBS 2003 box and CRM 3.0 on a seperate 2003 member server. In the AD I've set the Sharepoint SBS box to allow delegation, however as this is SBS, you can't specifiy whether or not to use Kerberos Has anyone got it working using this type of setup before? K2 Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63376
  - 5
    - Sharepoint CRM Web Part Hi there, I'm having problems getting the CRM 3.0 web part working in Sharepoint and I suspect that it's to do with my configuration: I run Sharepoint on an SBS 2003 box and CRM 3.0 on a seperate 2003 member server. In the AD I've set the Sharepoint SBS box to allow delegation, however as this is SBS, you can't specifiy whether or not to use Kerberos Has anyone got it working using this type of setup before? K2 Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63375
  - 6
    - Lead - Account - Message: Unexpected behaviour Hi All, i have this problem: We have a Windows Service that create a leads based on a particular action from our web site. This lead contains only the mail address of the possible customer. Subsequently, we create a new contact or account, with a same mail address of that lead, but without linking them together. When this customer write a message to a queue, his address is marked as unknown, even if I close o disqualifies the lead. Only if I cancel the lead, the CRM recognize the correct message sender as contact/account. This is unexpected behaviour, Does anyone know how to avoid this ? TIA Paul Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63372
  - 7
    - Timezonecode for site Hello I am performing a data migration and am importing sites. In Ms Crm 3.0 there is the possibility to have a timezone for a site. What I could no figure out is, where are the timezones from which are being shown on the site (edit, create, etc.) form? I could not find them in the database. Has anyone got a good idea? Thank you very much. Peter Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63369
  - 8
    - Set Opportunity Product UOM automatically Hi, Is it possible if the user enters the product name on Opportunity product form, the uom associated to the product will be inserted automatically? How to do that? Thx, Carrie Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63366
  - 9
    - CRM Demo VPC - External Drive Does anyone have any documentation on the correct way to setup the CRM Demo VPC image using an external hard drive? What specific .vhd file should you be pointing where using an external hard drive - what works best adn should you use a differential hard drive for best performance? Any help would be appreciated. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63360
  - 10
    - Tracking unsolicited emails I'm having problems tracking ALL incoming emails in our crm application. I've installed the email router on the exchange server and the service is running. I've also deployed the rules to all the users (with Success); however I don't see a setting in the router installation or the user settings to either track or ignore unsolicited emails. All of our mail is coming into the users mailbox and requires a manual push on the "track in crm" button. I'd like this to be automatic because I know the users will 'forget' to do it and I believe this is the exact reason for the router.... Thanks, Jerry ps I've read chapter 17 of the implementation guide and it doesn't refer to a specific setting. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63358
  - 11
    - MSCRMExRouterService Issue I have the Exchange Router installed and appears to be working, but I keep getting the following errors in the Application eventlog on the Exchange Server. Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Verifying before delivery message: Re: in mailbox: CRMadmin failed (System.Net.WebException: The request failed with HTTP status 400: Bad 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.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.Net.WebException: The request failed with HTTP status 400: Bad 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.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) I saw the KB article at http://support.microsoft.com/kb/908390/EN-US/ and I noticed one thing: I don't even have a OU called Microsoft CRM, let alone see a group called PrivUserGroup. Thoughts? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63357
  - 12
    - Stop Tracking How do I stop tracking contacts and activities in Outlook? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63356
  - 13
    - Resolves a custom entity Is there a way to create a resolution message just like one for any system entity, for example case resolution? I have created an custom entity but struggling with a way for the users to close and resolve the custom entity. Thanks for your help. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63355
  - 14
    - Adding a second Manager field to the User record We have personnel that report to more than one boss. Is it possible to create a second "Manager" field on the User record that performs just like the original Manager field through the standard Customization interface? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63352
  - 15
    - The Access level for the Create Privilege Ok, My company is going to be integrating to MS CRM, and I have a Create Privilege question. In a sample database, I noticed a lot of the roles had a User Access Level on the Create Privilege for a bunch of entities. The question is, the User access level is defined that the user must be in the same business Unit or the record must be shared. Wouldn't that mean the same thing as the Business Unit Access Level? And if you were trying to block creation of records of that entity to a role, wouldn't you set the Access level to none? I just can't think of a scenario where you would ever set the Create Privilege's Access Level to User, rather than none, or Business Unit. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63333
  - 16
    - My recieved mails are not showing in the My Recieved E-mails View In CRM 3.0 whenever any emails are being sent they show in the All E-mails view under activites. However if the user selects My Recieved E-mails view they are not shown. Also they are not shown under My activitities view. I suspect this has something to do with the emails being marked as closed. Is there anyway I can change these views to show these closed emails in these views? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63331
  - 17
    - Input Masks CRM V3.0 Are there built-in input masks for CRM V3.0? If yes, how do I apply? If not, any suggestions on best way to accomplish? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63330
  - 18
    - Import / Export Customization Issue I create many customizations, including new objects, new attributes, changned views, changed ass. views, etc. When I export and import into another CRM enviroment, all changes happen except the form and associated view changes. For example if I change the form (details tab) to have 3 fields only, after the export / import the details tab is back to the default install? Any way to tell what is happening? Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63329
  - 19
    - Error when processing emails with attachments Hello, I'm getting the following error in the event viewer when the email router tries to process an email that has an attachment: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Processing content for message: attachments -->CRM:00010189 in mailbox: CRMMailbox failed (System.DllNotFoundException: Unable to load DLL (CRMCore.dll). at Microsoft.Crm.PerfControl.CrmLogPerTrace(String wszTrace, Int32 dwLevel) at Microsoft.Crm.PerfControl.LogPerf(String title, PerfLogLevel level) at Microsoft.Crm.Metadata.MetadataCache.LoadCacheNoLock() at Microsoft.Crm.Metadata.MetadataCache.LoadCache() at Microsoft.Crm.Metadata.MetadataCache.GetEntity(String entityName) at Microsoft.Crm.BusinessEntities.BusinessEntity.ProcessMetadataMap(String platformName) at Microsoft.Crm.BusinessEntities.BusinessEntity.get_Metadata() at Microsoft.Crm.BusinessEntities.BusinessEntity.PerformTypeCheck(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.SetAttributeValue(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.set_Item(String attributeName, Object value) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage)). ---> System.DllNotFoundException: Unable to load DLL (CRMCore.dll). at Microsoft.Crm.PerfControl.CrmLogPerTrace(String wszTrace, Int32 dwLevel) at Microsoft.Crm.PerfControl.LogPerf(String title, PerfLogLevel level) at Microsoft.Crm.Metadata.MetadataCache.LoadCacheNoLock() at Microsoft.Crm.Metadata.MetadataCache.LoadCache() at Microsoft.Crm.Metadata.MetadataCache.GetEntity(String entityName) at Microsoft.Crm.BusinessEntities.BusinessEntity.ProcessMetadataMap(String platformName) at Microsoft.Crm.BusinessEntities.BusinessEntity.get_Metadata() at Microsoft.Crm.BusinessEntities.BusinessEntity.PerformTypeCheck(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.SetAttributeValue(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.set_Item(String attributeName, Object value) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) 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: MSCRM Opportunity's to allow price override and write in products Tag: 63327
  - 20
    - Account/Contact Relationships Currently I have no operational problems, just an organizational one, I have 2 archaic dos-based databases (DBF) one containing contact info and one containing account info. The contacts database is in and working fine, however I run into problems importing account files that have the primary contact already existing in the CRM database. is there a way to import an account that has a contact already existing in that database? if not I realize I will basically have to most likely re-do the database. If I have to do that, first off is there a "format the database" feature or a "bulk delete" for contacts and accounts? if not is it just basically a fresh install or what? and then what should be the proper import procedure on a fresh database, accounts then contacts? Sorry if there are a lot of common questions, but I am neck deep in documentation here and assistance would be greatly appreciated. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63319
  - 21
    - Field websiteurl not a hyperlink in Contacts I added "websiteurl" to my contacts form, but it appears to not be a hyperlink. If I add a record, the field does not product a clickable link to open the website. Any ideas of how to fix this? I'm assuming this is an oversight on Microsoft's side that should be fixed. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63318
  - 22
    - Emails randomly being tracked Hi All, We are experiencing a very frustrating problem with our CRM 3 installation. We have the CRM for Outlook client (v3) installed on all of the pc's used by our CRM users. All users are set to track email one way (the setting to make only one task for mail between users). We are tracking only CRM token emails by default. We have the outlook rule freshly deployed to all users after checking the correct operation and config of the client. However, every so often (about one in every few hundred emails) an email will be automatically tracked in crm for absolutely no apparent reason. These are not emails with a tracking token, the only way they could have got there (so I thought) is by the user pressing the 'track in crm' button in outlook. Until it happened to an email sent to myself. By the time the mail was in my inbox, the icon was a CRM icon. I checked all emails in the system in advanced find, and I was the owner, with the status reason set to 'received'. As I say, the icon next to the message in Outlook was already the CRM one when I switched to look at Outlook. Are there any rules that are applied to messages which are not obvious to the user/admin, and happen 'behind the scenes'? Many of the messages which are finding their way in are sent to many CRM users, so is there some rule running which decides that therefore this must be relevant to CRM? It is becoming a difficult situation as some confidential emails have found their way in. Any help appreciated! Thanks, Andy Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63313
  - 23
    - Failed 3.0 desktop client install We cannot get the Desktop Client 3.0 to install. Keep getting the following errors. "Microsoft XML Core Services (MSXML)4.0 Installation failed Fatal error during Installation" "Microsoft .NET Framework Service Pack 1 installation failed. Fatal error during install" This is happening on multiple WinXP SP1 desktops. (btw, any way to put a screen shot in these posts?) Thanks in advance! Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63299
  - 24
    - MSCRM Sales Engineer needed in Toronto Hello all: A very strong, gold certified Microsoft partner located in Toronto is looking for a CRM sales engineer to help ramp up their practice. If anyone is interested please ping me directly at jstrauma@microsoft.com Thanks. -- John [MSFT] This posting is provided "AS IS" with no warranties, and confers no rights. Use of any included script or code samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63294
  - 25
    - Dash (-) characters keep reappearing in record fields. Hi, Strange one this. We have a MSCRM 3.0 install which seems to have the following problem. I open a record (contact), remove the dash (-) character from the phone number field, save and close the record and all seems fine. I open the record back up and the dash character has sucessfully been removed. However, if I come back to the same contact record about 5 to 10 minutes later, the dash has reappeared in the telephone number field!!! There are no workflows running, nor is any one going into the record and updating manually. It only seems to be dashes as we've changed other fields and it seems fine with them. Any pointers/help would be greatly appreciated as we're going bonkers trying to figure this one out. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63288
- Next
  - 1
    - CRM Client CD? Where can I download the CRM Client for Outlook. We have purchased CRM and I also have an MSDN subscription, but I cannot find the client. Can someone please provide the URL? Thanks! Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63287
  - 2
    - Problem in a creating new report Hi everyone, I have CRM 3.0 with SQL server 2000. Now I installed SQL server 2005 and VS.Net 2005 in another PC for desining CRM reports, this is Ok but when I want to add new Report in MS CRM the following error was appeared: "An error occured while trying to add the report to microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator." Is compatible VS.net and SQL 2005 reports with SQL 2000 report services? If YES what is my problem? (My CRM user is CRM Administrator) -- Mohsen Ahmadi Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63283
  - 3
    - Decimal type of an attribute Hi, How could we create a new attribute with a decimal type ? This type is unavailable in the picklist but it exist (by example the attribute quantityonhand of the entity product) Thanks WTCSO Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63280
  - 4
    - lead primary attribute should allow company name or fullname When viewing activities, it is essential for many users to see quickly what company they are concerned with, couldn't the fullname attribute for the lead be set to either the company name or one of the first and last name options. -- Marge in the uk ---------------- 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=dafe4053-8c6a-4e1a-84c1-25f5b9ca9193&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63279
  - 5
    - CRM V3 Registration Questions We are preparing to upgrade to CRM V3. I have set up a test environment with V3 to make sure all our customtizations work and to get used to the changes before rolling it out to the masses. I see that V3 has to be registered within 30 days of install. If i register the software on my test environment, will that prevent me from installing/registering on my production environment? (similar to an XP registration) If it does what are people doing for test environements? I really dont want to have to ghost the machine and load it back every 30 days to do development for in house stuff. Any insights appreciated! Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63278
  - 6
    - CRM integration to legacy systems via BizTalk Hi There We have a number of systems containing different information about customers that we would like integrate with CRM via BizTalk. Basically, CRM will be the basis of our contact centre, where all customer enquiries will be dealt with through CRM and the various legacy systems updated accordingly. Can this situation be acheived using BizTalk and MSCRM? If so, can CRM hold data for that customer as well as update other systems? Are there any best practices for this situation that anyone knows of? The idea is that when we update information for a particular customer, the update is performed system wide ensuring one accurate record per customer. Any feedback is much appreciated Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63277
  - 7
    - Bug setting user from restricted to non restricted node When you set a user to be a non restricted account and you have run out of licenses then you get the folloing exception on 'save and close' Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Exception from HRESULT: 0x80042F12. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80042F12. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [COMException (0x80042f12): Exception from HRESULT: 0x80042F12.] Microsoft.Crm.Platform.ComProxy.CBizUserClass.Update(CUserAuth& Caller, String UserId, String UserXml) +0 Microsoft.Crm.Application.Platform.SystemUser.InternalUpdate(String id, String xml) +31 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +12 Microsoft.Crm.Web.BusinessManagement.SystemUserDetailPage.ConfigureForm() +222 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1545 ---------------- 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=b825930f-d298-4c01-9c14-d701f5ca6a0b&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63272
  - 8
    - appointments in outlook disappears When I create a new appointment in Outlook and click the "Track in CRM" button, the appointment is created in both Outlook and CRM. After a short while the appointment in Outlook is gone, but the appointment in CRM is still present. What can be wrong? Regards Dialex Logistics A/S Flemming Bo Svanholm Software Architect Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63271
  - 9
    - workflow automatic rule Hi / Bonjour, i have a problem with the launch of my automatic rules, created with the administrator system ("restricted access" is checked...) Exemple : - creation of the rules with the administrator account (those of the installation of crm) - with another account/user, on another PC : launch of the rule, manually : OK - with another account/user, on another PC : launch of the rule, automaticaly : NOT OK for information, when i uncheck "restricted access", all is OK....it is a question of rights but... I could unckeck the "restricted access" forever but my partner doesn't have a lot of licence...so, how can i make it run without giving a licence to the admin... sorry for my bad english... tks for ideas or remarks... Mary Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63268
  - 10
    - Custom entity errors When I try to create a new entity I get the following message upon saving.. An error has occured please contact your system administrator. Everything else seems to be working. -- dld3 Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63267
  - 11
    - Change normal letters in to Capitals Hi, I would like to automatically change the City field data into capitals. Does anyone has an idea how to do such a thing? Regards, Dirk F Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63260
  - 12
    - Outlook Client installation should not unlink the PST folder It is a suggestion to the product MSCRM 3.0. We implemented the MSCRM 3.0 for our customer and it is at the final phase of the project. Unfortunitely, our customer has recently found out that the installation of CRM Client for Outlook, both Desktop and Laptop Clients, causes the originally linked PST files of the Outlook be unlinked. Our customer contacted the MBS Supports through the CustomerSource program and got a prompt feedback. The Supports conducted tests and confirmed the existence of this bug. However, the only solution they provided is a workaround to add the PST files back manually. Can there be any hotfix or wizard to tackle this problem? Our customer and we also think that it is difficult to make use of the suggested workaround method on thousands of the remote machines in the various locations in the world, or wait for the release of the next CRM version in 2007. Thanks for the concerns. ---------------- 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=c9b527a1-dd4a-408f-acbd-98e18a9a674f&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63259
  - 13
    - Contract Does not expire automatically Hi I use crm 3.0 and from 22/06/2006 contracts do not expire automatically when the expireson date passes. For example i have a contract which expires on 23/06/2006 and it is still active. All contracts from 22/06/2006 does not change status automatically when expires on date pass. Has anyone experience this before?? thanks Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63256
  - 14
    - Knowledge Base Articles Hi CRMers, For the case entity, we have articles that are linked to the knowledge base. When my user selects an article, I hope to be able to copy the article and paste it into a 'ntext' to capture the article at that point in time. Can this be done? How? Once again, many thanks to those that have replied to my questions. Regards. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63255
  - 15
    - Chronology of Owners Hi CRMers, I hope to be able to keep a chronology of Owners that were assigned to a case. I am planning of attaching the owner to "Notes" each time the owner is changed. Can anyone advice if this is possible and how do I go about it? Many thanks in advance. Regards. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63254
  - 16
    - Scheduling activities - promoting error All of our users are receiving an error when scheduling an activity in either CRM Client for Outlook or the web-based application. ALL users are assigned to the System Administrator role. Error in CRM Client: "An error occured 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" Error in Web-based application: "An error has occured. For more information, contact your system administrator." A second window then appears: "General failure in scheduling engine". I've done a repair installation on the CRM server without resolve. Help! Jerry Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63244
  - 17
    - Co-Existance with Project on Same Server? Hello, We're a small company who is an MS partner and are looking to deploy CRM for our sales staff. While we are aware that you cannot have CRM and Exchange on the same server, we would like to consolidate some of our internal services to a singlular server. I am curious if Project Server and CRM can co-exist peacefully on the same server or not? I know I can use SharePoint on a CRM server, but being able to put Project Server as well would be very helpful. Thanks, Derek Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63243
  - 18
    - Not able to save changes to system settings I have 3.0 with sample data. My issue is that I'm not able to save any changes to the system settings. I have SA right. Any idea? Thanks. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63238
  - 19
    - JScript for phone formatting I need a JScript for phone formatting on a phone field. Please help. fomrat: (xxx)xxx-xxxx Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63237
  - 20
    - Cannot import customisations - various errors Well, I have created solution for a client which is currently running at 44 custom entities, including lots of changes to views and forms, and lots of jscript to consistently fill the names of "join" tables based on selected lookup fields. I have exported all customisations but just cannot import them again, no matter what I try. I developed them on the May virtual pc, exported them, then started a fresh VPC (tried both may & feb) and attempted to import them. I have had the SQL timeout error, so I added the oledbtimeout=0x240 to the registry (Jo Savidge - March31), and tried again and it still times out. I have restarted the server after applying this, but I don't think it ever uses this new value. Maybe I've mis-spelt it? Then I have attempted to import them one at a time, starting on the entities with no dependancies but I can either still get a timeout, or get the enitities imported with the FK attributes imported but no relationships. Or I will sometimes get the error "A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again." However as I'm only importing the entities' "metadata" rather than any records themselves, this error message leaves me a tad bemused and none the wiser. I would like to break up the import into pieces in order to understand where it's done something wrong, but this is hard because it seems that without all the related tables together, things like relationships can't be created. Is the import process thoroughly documented somewhere that I could read and maybe devise a more robust import scheme - maybe utilising the webservice methods to automate this process? I have put a huge effort into these customisations, their views, forms, relationships, jscipt, and sitemap. And phase 2 of the project was to add a similar number of entites bringing the total number close to 100. However without being able to rely on Customization Import to quickly apply these from development to test to production environments, this project is quickly looking vulnerable, and I will be left iwth much egg on my face. Any tips or strategies with Export/Import of Customizations would be greatly appreciated. cheers, Paul. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63236
  - 21
    - Retrieving ObjectTypeCode using client javascript? Is there a way to retrieve an entity's ObjectTypeCode via client script? Thanks. Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63235
  - 22
    - Change 'Track in CRM' Status If a contact or task is designtated to be tracked in Outlook, how can I undo this so that it's no longer being tracked? Thanks Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63233
  - 23
    - Where can I edit the Convert Lead (Status) List? Does anyone know where I can edit the Convert Lead list? Specifically the Status list? Thanks Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63232
  - 24
    - Add new field that is User Lookup I have had many clients that need to attach multiple users to a single account. What I mean is there is an Owner for every account . That can be used as the "Account Manager" But what if you also need to track a loan processor to the account... Not possible. Suggestion: Allow a new filed type that is simply the CRM user list. It would also be great to be able to access these users via workflow (Send alert to loan processor). ---------------- 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=ac05a1b6-25a6-4a8f-982c-b76003b1c9dd&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63231
  - 25
    - Offline Sync at Intervals I have many clients the have sales guys that are on the road constantly. They want to remain "Offline" with their Outlook most of the time. They constantly forget to press the "go online" to send data up to server. I would suggest having an option to send changes up to server (with out going back online) at specific intervals (30 min or 2 hours...). These guys are good sales folks but not aware of technology. Having to Go Online, then immediately Go Offline does not make since to them... They just want the data to go up automatically. ---------------- 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=9e437c6f-42fb-4287-945b-ce7c2ede5a4e&dg=microsoft.public.crm Tag: MSCRM Opportunity's to allow price override and write in products Tag: 63230

The Opportunity functionalirty should allow users to over-ride the price list
values as per the quote functions.

Additionally the option to have write-in products, again as per the Quotes
functionality, should exist as part of the standard Opportunity functionality.

This therefore gives the sales person flexibility is pricing the products to
suit the client and also include products that are not standard price list
items

----------------
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=ae7849c4-492d-4cbc-885c-bf5ed28debe7&dg=microsoft.public.crm

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Re: MSCRM Opportunity's to allow price override and write in products by Manisha

Manisha
Tue Jun 27 19:43:54 CDT 2006

Hi Aneel, thank you for the product suggestion. This issue has been entered
in our issues database to be considered for future release.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Aneel" <Aneel@discussions.microsoft.com> wrote in message
news:AE7849C4-492D-4CBC-885C-BF5ED28DEBE7@microsoft.com...
> The Opportunity functionalirty should allow users to over-ride the price
> list
> values as per the quote functions.
>
> Additionally the option to have write-in products, again as per the Quotes
> functionality, should exist as part of the standard Opportunity
> functionality.
>
> This therefore gives the sales person flexibility is pricing the products
> to
> suit the client and also include products that are not standard price list
> items
>
> ----------------
> 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=ae7849c4-492d-4cbc-885c-bf5ed28debe7&dg=microsoft.public.crm

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