CRM 4.0 Outlook client
I posted an earlier problem with getting Customizations option to show up in
settings when using the Outlook 2007 client.
I didn't get much help, so I am hoping that rephrasing my question will help.
I received one reply that said customizations were not available in the
outlook client, but I have seen it and have been able to get it to appear a
couple times in my Outlook. The problem is that no one knows what causes it
to come and go.
Once I was able to get it to appear by clearing the cache in outlook and
clearing cookies in IE. I have not been able to reproduce this one.
The other way is to go into the registry and go to My
Computer\HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient and change the
LightClient setting from a 1 to a 0. This will make it appear every time for
me, but then I lose the buttons such as New Activity, New Record, Track CRM,
etc.
I just stumbled upon this and I am sure this is not what really needs to be
changed, but it at least proves to me that I am able to get the
Customizations option on my machine.
Anyone have any ideas how I can get this option all the time? Tag: MSCRM vcard Tag: 98018
CRM 4 Phone Call Report
I am putting together a report on Phone Calls. I would like for the report
to show the owner, activity status, modified on, account and notes associated
with the phone call. I have figured out everything except the Account
portion. When I created it orginally, I set the column properties as
Regarding (Account). This however, only showed the Account if the phone
calls regarding field was regarding an account. Some phone calls are
regarding a marketing list, campaign, etc. I would think the way to do it
would to have the column set to show the recipient, but I can not find this
option. Can anyone help? Hope this is clear. Thanks!!
Cammie Tag: MSCRM vcard Tag: 98016
CRM 3 Reports Neglected Leads Total not matching Detail Total
Hello All,
Hopeing someone can explain what may cause the following:
Report manager looks at the Neglected Leads Report for a specific user and
gets a chart bar representing a count of 57 for standard 30 day time period.
They then click on the bar to get to the Neglected Leads Detail report but
only 23 Leads are listed. This happens on other users as well.
Does anyone have a clue at what might cause this?
Thanks
Dave Tag: MSCRM vcard Tag: 98015
crm 4.0 mui packs performance question
does installing MUI packs on the server and office client affects the
performance of the crm server?
any review or document on this matter? Tag: MSCRM vcard Tag: 98013
Need installation guide for installing a two-node sql sever cluste
Where I am working now, an individual did a poor job of setting up an SQL
Server Failover cluster and we must blow it away create a new one this
weekend. For installation documentation, I am only finding bits and pieces
in the books online and the knowledge base. Does anyone know of a book or
white paper that will walk you through setting up the cluster from start to
finish?
Thanks,
Steve K. Tag: MSCRM vcard Tag: 98011
Display parent customer in activities view
Hello,
in our CRM version 4 we assign a queue to a task. This queue is
assigned to a contact. This contact has a account as parent customer.
In the activities view, we want to display a link to this account
(parent customer). Is this possible?
I could create a view based on field in the account, but I do not see
a way to display it in the list.
Thank you!
Regards.
Uwe Tag: MSCRM vcard Tag: 97996
CRM 4.0 Campaigns`
Hi
Just a simple quick question regarding campaigns. I have just created a test
campaign to familiarise myself with the campaign feature.
The question is when doing an email campaign when does the system send the
emails as the status is sitting at Pending at the moment and nothing is
happening.
I am making a presumption that it does not happen till the evening as not to
interfere with normal daily usage.
I look forward to any comments.
Thanks Tag: MSCRM vcard Tag: 97995
Look Up Address buton for Contact Entity
Hi,
I desperatly and urgently need some help. I noticed that there is a 'Look up
Address' button on the a quote in CRM. This button allows you to pick from
the 'more addresses' and populate fields on the quote form.
I need similiar functionality on the contact form. Within a contact, I want
a 'Look up Address' button. When the user clicks that button, I want to be
able to select any of the more addresses that have been entered for that
contact's parent account, and then populate the address info for that
contact.
My address fields are mapped between the account and contact. However when I
create a new contact from within the account, I don't always want to use the
default account address for the contact. It is often the case that I want to
use one of the more addresses of the account for the contact. I know how to
add a button to isv.config, but I have no idea on how to create perhaps a .js
with a .aspx page and then reference it in isv.config. Perhaps the existing
functionality that is used for quote can just be copied and then modified.
PLEASE can somoene help me with some detailed instructions / guidance.
Thanks
Yolande Tag: MSCRM vcard Tag: 97994
Access Acount info from JScript on a from
Hi I have my oppertunity form that will be populated with an account name
(in prospective customer field)
I need to then extract the account status (credit limit etc) of that account
on change.
Is that possible?
Any clues would be great.
Thanks Tag: MSCRM vcard Tag: 97980
Callouts not working in CRM 4.0
Hi,
One of our customers is going to upgrade from CRM 3.0 to 4.0. But there is a
problem with some callouts.
There are callouts for accounts, contacts en leads, which catch the
PostCreate/PostUpdate/PreDelete events, they used to work fine in 3.0.
But now we get the non-descriptive error: "an error has occured", when one
of these events occurs. (i.e. when trying to create a new account) (see:
http://tweakers.net/ext/f/GkrnzE8dwZGRlyuHkTPO8klI/full.png for screenshot
(it's in Dutch language however))
No error messages appear in the eventviewer, I checked everything (including
http://support.microsoft.com/kb/933842 ) , so I'm running out of options
right now..
I hope someone can help us out here Tag: MSCRM vcard Tag: 97979
problem upgarading from crm3 to crm4
After upgrade from crm3 to crm4 i have a few problem:
1)cannot create mail merge
2)a cuztomize reports disappear
3)cannot change customize defaul public view
does anyone have this type pf problems and maybe have another problems?
Thanks ahead
elip Tag: MSCRM vcard Tag: 97973
Sending email to Task creator when task is completed
Hi all.
This is the scenario:
I open a new task and assign it to one of my employees.
The owner of the task is him now (let's call him Chris).
When Chris completes the task he goes to 'action'-->'close task'.
I tried to create a workflow where the creator of the task gets a
notification when Chris is closing it. However, for some reason, the only one
in the workflow manager that appears as an option to recieve a notification
mail is the Owner of the task. and since the owner of the task is Chris, then
it is completly useless.
Does anyone knows how i can solve this problem?
Thanks. Tag: MSCRM vcard Tag: 97972
CRM 3 & Office 2007 on Vista
hello,
I was wondering if anyone has experienced a problem with synchronization
workflow generated tasks. These tasks are generated within a sales process in
order to update the "estimated revenue" when closing a task.
When synchronizing to Outlook apparently often (so not always) some of the
crm-fields in the Outlook form have lost their CRM information.
The fields "crmid","crmLinkState","crmRegardingId","crmRegardingObjectType"
en "Regarding" do not have any information.
The only fields that are still in it's correct state are "crmEntryId" and
"crmxml".
Fact is that when completing such a task, the crm doesn't get updated
anymore an d all tasks stays open within crm.
Thanks to anyone who could provide me info or a solution on this subject as
this gets quiet anoying for our sales people.
kind regards Tag: MSCRM vcard Tag: 97967
How to get certified in CRM 4.0
Hi,
I two questions regarding certification in 4.0 (Titan):
1. If you want to upgrade your 3.0 certification, how/when is this done?
2. If you aren't certified in 3.0, how/when do you get certified?
/Regards,
Lotten Tag: MSCRM vcard Tag: 97966
CRM4: Example for custom workflow activity with objects as paramet
Could someone please provide an example of a custom workflow activity in
which objects are passed as parameters?
Further to an earlier question of mine, I would like to pass a SalesOrder
and a Product in to the Workflow so I can then add an appropriate OrderDetail
for the SalesOrder. Tag: MSCRM vcard Tag: 97962
CRM 4 e-mail to custom entity
Is it possible to track an e-mail to a custom entity in CRM 4?
I can create the e-mail and save it but when i go to send it will not allow
me to resolve the e-mail address to the custom entity record. Tag: MSCRM vcard Tag: 97961
Opportunity 'Age'
I would like to be able to display an opportunity 'age' in the sales
pipeline and against the opportunity views.
The 'age' would inform the user quickly and easily how 'old' the
opportunity was, i.e. subtract current date from created date and
provide a number of days in a field. It would need to be dyanamic as
obviously as each day goes past the opportunity gets a day older.
Is this possible as it is a fairly basic requirement of most sales
managers. If so, how could I implement it in MSCRM 3.0?
All help appreciated.
Irishtoon
--
--------------------------------- --- -- -
Posted with NewsLeecher v3.8 Final
Web @ http://www.newsleecher.com/?usenet
------------------- ----- ---- -- - Tag: MSCRM vcard Tag: 97960
Apparent Transformation size limitation
I've run into an issue where I get a 'Conversion Error' screen with no
exported errors when I try to execute the 'Replace' transformation on a
source data field that is more than 500 characters long. Is this a hard
limitation or can this be configured somewhere?
Any help here is appreciated, I haven't found anything on this anywhere
else.
Thanks,
Jeff Tag: MSCRM vcard Tag: 97959
CRM 4.0 Pre-Install ?'s
Hello,
We are considering going up to CRM 4 from 3. I have a couple questions.
1. Can CRM 4 be run on SBS2003 (the system requirements Microsoft posted
only list standard, enterprise, and web).
2. Does CRM 4 still require MS Exchange to utilize any email functionality?
Thanks,
James Tag: MSCRM vcard Tag: 97956
How to create an order with products using workflow
It appears that using Workflow we can create a new Order record, but there
does not appear to be any way to add Products to that Order once it has been
created.
Does anyone know how to do this? Tag: MSCRM vcard Tag: 97955
Adding Notes Field to a Phone Call Report
We are wanting to put together a report that lists phone calls by completed.
When the report runs, we would like to have any Notes that are attached to
the phone call show up in the report.
Anyone know how to accomplish this? Thanks!!
Cammie Tag: MSCRM vcard Tag: 97952
Date Stamp on CRM Email Templates
Client would like to be able to have the ability to add date and time to the
email template. Is this template function (data) avaliable to select from in
CRM 3 or 4. Using the server time for example. Tag: MSCRM vcard Tag: 97950
Default Activity view page to phone call type
Anyone know how to default the Activity view page to the type phone call? Is
there some jscript I can put in the OnLoad event?
Thanks. Tag: MSCRM vcard Tag: 97948
Microsoft CRM Installation Problem Please Help
After installing Microsoft CRM 4.0 I tried accessing default.aspx and
I get the following error.
Please help!!!
Error Description:
CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist
Error Details:
CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist
Full Stack:
[CrmConfigObjectNotFoundException: CrmKey With Id =
00000000-0000-0000-0000-000000000000 Does Not Exist]
at Microsoft.Crm.CrmKey.LoadExistingKey(Guid crmKeyId)
at Microsoft.Crm.CrmKey..ctor(Guid crmKeyId, Boolean
useCachedValues)
at Microsoft.Crm.CrmKey.LoadKey(Guid keyId, Boolean
useCachedValues)
at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid
scaleGroupId, Boolean useCachedValues, String& algorithm)
at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid
scaleGroupId, Boolean useCachedValues)
at Microsoft.Crm.Application.Security.WRPCContext..ctor()
at Microsoft.Crm.Application.Controls.AppPage.ValidateWrpcContext()
at Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e)
at System.Web.UI.Control.InitRecursive(Control namingContainer)
at System.Web.UI.Page.ProcessRequestMain(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
[HttpUnhandledException: Exception of type
'System.Web.HttpUnhandledException' was thrown.]
at System.Web.UI.Page.HandleError(Exception e)
at System.Web.UI.Page.ProcessRequestMain(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
at System.Web.UI.Page.ProcessRequest(Boolean
includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
at System.Web.UI.Page.ProcessRequest()
at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext
context)
at System.Web.UI.Page.ProcessRequest(HttpContext context)
at ASP.default_aspx.ProcessRequest(HttpContext context)
at
System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
at System.Web.HttpApplication.ExecuteStep(IExecutionStep step,
Boolean& completedSynchronously)
Other Message:
Error Number:
0x80040217
Source File:
Not available
Line Number:
Not available
Date: 03-24-2008
Time: 17:18:41
Server: localhost
Request URL:
http://localhost/default.aspx Tag: MSCRM vcard Tag: 97946
Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction faile
Hi,
I have encountered this below issue. I have extracted this error message
from crm40svrsetup.log
00:23:55| Info| Microsoft Dynamics CRM Server Setup did not complete
successfully.
Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction failed.
An exception occurred during the Commit phase of the installation. This
exception will be ignored and installation will continue. However, the
application might not function correctly after installation is complete.
Time out has expired and the operation has not been completed.
This error is happened during the installation of CRM 4.0 in the x64 bit
machine
This is the error message extracted from CRMAsyncService.log:
Affected parameters are:
assemblypath = C:\Program Files\Microsoft Dynamics
CRM\Server\bin\CrmAsyncService.exe
account = NetworkService
description = Handles the processing of queued Asynchronous Events
sqlserver = VSSQLCLUSTER01\SQLA
displayname = Microsoft CRM Asynchronous Processing Service
logfile = C:\Documents and Settings\Administrator.CONTOSO\Application
Data\Microsoft\MSCRM\Logs\CrmAsyncService.log
logtoconsole =
An exception occurred in the OnCommitted event handler of
Microsoft.Crm.ExtendedServiceInstaller.
System.ServiceProcess.TimeoutException: Time out has expired and the
operation has not been completed.
An exception occurred during the Commit phase of the installation. This
exception will be ignored and installation will continue. However, the
application might not function correctly after installation is complete.
Please let me know if you need any necessary information to troubleshoot
this error.
Thanks,
Hadi Teo. Tag: MSCRM vcard Tag: 97941
Task Synchronization with Outlook client
I have just installed the outlook client and it is attempting to sync
tasks. I have 80,000 completed tasks and don't want all of those
synced with outlook. Is there a way to only sync scheduled tasks? Tag: MSCRM vcard Tag: 97938
CRM Install error caused by SRS/MOSS integration?
Doing an install of CRM 4.0 in a development environment running SQL 05 and
MOSS 07, each on its own virtual machine. The pre-installation checklist
returns only one error, which is a 401: Unauthorized error when trying to
access SRS. Trying to browse directly to the report server or report manager
while on the application machine results in an access denied error again. On
the SQL machine, where SRS is installed, browsing to the report server brings
it up without issue. However, when I browse to the report manager site, I
get the error:
â??The operation is not supported on a report server that is configured to run
in SharePoint integrated mode. (rsOperationNotSupportedSharePointMode)â??
Installed on the SQL machine is the SharePoint Integration for SRS piece
which is what Iâ??m guessing is causing this problem. Has anyone run into this
problem? I have found a lot of information about the error code but not
about installing with the environment set this way. Do I need to install SRS
to another machine as well and use that instead? Or would uninstalling the
SharePoint piece, installing CRM, and then reinstalling MOSS fix this problem? Tag: MSCRM vcard Tag: 97932
Outlook Add in toolbar doesnt appear when i open the mail message
Hi all...
I have installed Outlook Add in on Office 2003 on a few computers.
It works on all of them but there is one comuter which the installation
works well and the Outlook Add in isntalls fine.
However, when i try to open a message so i can assign it to a CASE, then i
cannot see the "Track in CRM" and the "Regarding" button and there is no way
to add the toolbar of the Microsoft CRM.
Did anyone experiance this and knows how to solve it?
Thanks a lot.....:-) Tag: MSCRM vcard Tag: 97931
CRM 4.0 Outlook Client
I'm just installed CRM 4.0 and the Outlook Client on Outlook 2007. When I
start Outlook I get the following error:
"An error occurred loading Microsoft Dynamics CRM functionality. Try
restarting Microsoft Outlook..."
The event viewer shows the following errors:
Event ID: 16930
Source: MSCRMAddin
Event ID: 5908
Source: MSCRMAddin
Anyone seen this? Tag: MSCRM vcard Tag: 97930
Phone Call Errors in CRM 4.0
Hi All,
Got a couple of errors in a recent upgrade from CRM 3.0 to CRM 4.0. The
upgrade
went smoothly and all users are logging on fine.
Problem one:- Users when accessing the phonecall entity and saving, the
screen is coming up with CRM encountered an Error send report to microsoft
(but still saving the record) - is this a db permissions issue?
Problem two:- When creating a new appointment the resources and accounts
fields are greyed out.
Any help or pointers on this would be great. Thanks in Advance Tag: MSCRM vcard Tag: 97929
CRM 3.0 Workflow Manager app freezing
Our CRM 3.0 server's Workflow Manager app started freezing up for no
particular reason. No errors in the Event Log, the processor, memory,
and hard drive are all nice and calm, and the only way to fix it is a
complete reboot of the server. It's started happening more and more
and the app is more or less no longer usable.
Any thoughts on what to do other than a complete remove and rebuild of
CRM on the machine?
Thanks in advance for info.
Brandon Vogel
Network & Systems Manager
Access International Software Corp. Tag: MSCRM vcard Tag: 97928
Data Import - Contacts - Parent Customer Reference Lookup
I've finally got the DMM installed and accessing CRM Live instance. However,
when I go to load contacts and reference Parent Customer to link to Accounts
already loaded in the CRM I keep getting an error that the lookup reference
cannot be found.
I've tried various formats:
"account, {GUID}"
"account","{GUID}"
"actual account name, {GUID}
{GUID}
account name
Anyone know the correct format? Tag: MSCRM vcard Tag: 97927
Offline Synchronization Problem
I get the following error when I try going offline. The excelption is taken
from Event Viewer of the Client Machine.
Event Type: Error
Event Source: MSCRMOfflineSync
Event Category: None
Event ID: 6000
Date: 3/25/2008
Time: 5:03:33 PM
User: N/A
Computer: WINXP
Description:
An error occurred during Offline Synchronization. Try going offline again,
or restart Microsoft Outlook. saInsert failed for entity
'ActivityMimeAttachment', batchRows=0 with exception System.FormatException:
Index (zero based) must be greater than or equal to zero and less than the
size of the argument list.
at System.Text.StringBuilder.AppendFormat(IFormatProvider provider,
String format, Object[] args)
at System.String.Format(IFormatProvider provider, String format, Object[]
args)
at System.String.Format(String format, Object arg0)
at
Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.DownloadBCPFile(String bcpFileName, BinaryReader& readStream, Int64 fileSize)
at
Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.GetBCPFile(String entityName, Action action, Int32 batchSize)
at
Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.ExecuteInsert(String entityName, Int32 count)
at
Microsoft.Crm.Application.Outlook.OfflineSync.SyncData.DoBatchStep(ITransferDataProvider
transferDataProvider, String entityName, SyncAction action, Int32 batchRows).
I verified that according to KB938065 the error stack trace starts with
calling the DoBatchStep(...) then ExecuteInsert(...) and then to
DoInsert(...) , but in this case it calls the GetBCPFile(..) method.
I closely observed that duting the Synchronization process the file in BCP
folder was not growing in size as expected only for the EMail Attachments
data group. The file in BCP folder was increasing for other entities (Email
messages). I didn't quite understand what the issue would be.
Can some one explain what could be the problem in this case ?
Thanks and Regards,
MaRK Tag: MSCRM vcard Tag: 97926
How to Analyze Microsoft CRM 3.0 Performance Testing
Hi,
I have done the performance testing for Microsoft CRM 3.0. I have used
Visual Studio 2005 Team System development environment.
1. I created a web test with a scenario (login to CRM Server -> Go to
contacts -> Create a new Contact -> Open the created contact -> create a case
for the contact and Save). I recorded the webtest. Then I created the
Loadtest with 50 Users for a stipulated time. When I run the Load test, I am
getting the results (Requests/sec, Avg. Response time, Total Requests, failed
requests, cached requests, % processor time, available MBytes etc). But from
this, I am not able to analyze the performance of the application. Is there
any way of analyzing the Results.
2. Our CRM Application is integrated with MOSS. There is a dashboard link
which takes you to share point. I created a web test with another scenario
(login to CRM Server -> Go to Dashboard -> Click on the Contacts -> create a
new contact -> Upload two documents to MOSS). When i run the web test, it is
giving the below error.
a) Request failed: could not find file C:\Testing\.........\testing.txt
b) also in http://localhost/UploadDocuments/UploadDocumentsToMOSS.aspx, it
is giving "Requests not yet submitted"
The tool is not able to load test MOSS Upload screens
It would be great if you could give me a solution to my issues.
Thanks in advance,
Arvin Tag: MSCRM vcard Tag: 97921
Automatic dot in fullname
My client uses the sorting order 'Firstname Initials Lastname'.
The field Initials is not available on the Contactform so my client created
a new field with the label 'Initials' (maybe because they come from version
1.2?).
The result of this action is that every fullname is displayed with a dot
e.g. John . Doe.
My hunch is that the original Initlas field is automatically filled with a
dot even no characters can be entered in the original 'Initials' field.
My questions: is it true that a dot is autmatically filled in the original
Initials field? How can I enable the original Initials field and how can I
disable this function? Tag: MSCRM vcard Tag: 97920
CRM 4.0 and Outlook 2007 clients synchronizing forever.
We have installed some Outlook 2007 CRM 4.0 clients and after installing the
CRM client it seems that Outlook 2007 is synchronizing the folders forever.
A total restart of Outlook 2007 on the client computer is the only way to
get it up and running again.
All servicepacks are installed on the client.
Any solution to this problem ?
Kay Tag: MSCRM vcard Tag: 97919
CRM 4.0 Workflow problems when changing long running workflows.
I've created some long running timeout-workflows which waits for a specific
amount of time after an update is done to my users entity, and then send's
an email to notify the user.
If I unpublish the workflow, makes changes, and publishes it again then the
old instances of the workflow continues running the old workflow, and new
one's are using the new workflow. That is ok, I guess.
My problem is that sometimes the old version of the workflow crashes and
sometimes it is running fine. I've found no reason why it crashes and the
error message only tells me to contact Microsoft.
A possible workaround is to cancel the running instances of a workflow
before changing them and then manually start them again after publishing the
new version. This is a lot of work, so I hope there is another way.
Kay Tag: MSCRM vcard Tag: 97918
Automatic CRM Case
Hi All,
I would like to know how should i implement Automatic CRM Case Creationg
when the Customer Send a request to a specific account (e.g Support@abc.com),
then immediate a CRM case should be created with requested information.
Kindly Advice me.
Kind Regards,
SAB Tag: MSCRM vcard Tag: 97917
BCM to CRM 4.0 data migration
Hi there,
Has anyone done BCM to CRM 4.0 conversion?
Is there a tool exists to transfer data from BCM to CRM 4.0 like it has for
CRM 3.0?
Could you bring the Activity across to CRM 4.0?
The problem with BCM to CRM 3.0 conversion was that it will bring the
activity across but it would not link them back to correct accounts or
contacts records in CRM.
Please let me know if anyone here has done the conversion from BCM to CRM
4.0, the tool that you used and the challenges that you faced.
thanks
Kyaw Tag: MSCRM vcard Tag: 97912
Track email in CRM - dialog box defaults
When in Outlook and you click "Track in CRM" and you go to set the
"Regarding" field, the search scope defaults to Account. Is there any way to
change this so that it defaults to Contact?
I've been able to change this on other forms by using something like:
var item = document.getElementById("customerid");
item.defaulttype = "2";
However, I'm not sure where I would add javascript to affect this dialog box
that is popped from Outlook.
Thanks Tag: MSCRM vcard Tag: 97911
lock account so account owner cannot edit
I have a client using 4.0 and they have assigned all of the accounts
to the sales person. The problem I am having is that only the sales
asst and system admin can modify the account name, etc. They want the
sales person to be able to do everything else from the open account
such as create a new opportunity, etc. If I remove write from the
role to the account entity, the create new opp box does not appear but
they can access it from another view. Does anyone have any ideas of
how I can accomplish this? I don't have any code that is helping me. Tag: MSCRM vcard Tag: 97910
CRM desktop client
is there any type of visual indication from the CRM 3.0 desktop client that
will notify a user that another user has logged on or has been logged on?
--
life is only like a box of chocolates if you live it with your eyes wide shut Tag: MSCRM vcard Tag: 97907
CRM 4.0 Appointments and SMTP
Hi
We have a scenario where CRM users will use the webclient to book
appointments with contacts within CRM.
My question is: Can appointment requests be delivered via the outbound
SMTP option?
Thanks.
Lee Tag: MSCRM vcard Tag: 97905
bizuser.srv not supported in CRM 4.0 ?
We have an application that gets userauth like this
// BizUser proxy object
bizUser = new Microsoft.Crm.Platform.Proxy.BizUser();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";
userAuth = bizUser.WhoAmI();
but it gives error 404 when connecting to CRM 4.0. I can see that all the
.srf files are missing from the mscrmservices directory, what should we use
instead to easy get the app running again. Tag: MSCRM vcard Tag: 97904
Dashboard: Tracking customer satisfaction levels
Dear Community members,
We've got CRM 4.0 running. We'd like to find ways of reporting the quality
of customer service levels from our tech support ( i.e. email support). We've
been infomed to create a "workflow" process to send out an email survey by
email when a case is closed.
What I'd like to achieve is a graph on my Dashboard showing the customer
service levels by "Very Satisfied, Satisfied, Neutral.." Similar to what is
shown on page 3 of the Customer Service - Ms Dynamic PDF brochure.
Does anyone else have any ideas?
Thanks
Steven Tag: MSCRM vcard Tag: 97893
How Should I Send Weekly Email to Cleints?
I have 100 Accounts that I would like to send a weekly email to.
What's the best way to do this in CRM 3.0?
I created marketing list and a quick campaign, but i needed to type the
email in each time (no template ability) and then the emails drop into my
Activities and I have to send them one at a time.
Another way I see is to send a Template email to multiple Accounts but then
I have to select the 100 accounts each time (no saved list ability)
Am I missing something? How would you do it?
I'm using the Web client only.
Thanks, StewartA Tag: MSCRM vcard Tag: 97888
IFD install needed help
Hi,
After facing many errors and difficulties during the CRM 4.0 installation I
successfully installed the product.
Now I am trying to install CRM as IFD. I want to install IFD without any
problems So I have some questions.
What is the SDK root domain and web application root domain mean?
Is the below config file format is alone enough for IFD installation. Is
there anything else i need to look up.??
I went through the MSDN documentation.
Can anyone guide tell me how and what configurations i should use to install
IFD successfully.
<CRMSetup>
<Server>
<ifdsettings enabled="true">
<internalnetworkaddress>192.168.96.1-255.255.254.0</internalnetworkaddress>
<rootdomainscheme>http</rootdomainscheme>
<sdkrootdomain>oursubaccountname.domain.com</sdkrootdomain>
<webapplicationrootdomain>oursubaccountname.domain.com</webapplicationrootdomain>
</ifdsettings>
</Server>
</CRMSetup>
Thanks
Karthik Tag: MSCRM vcard Tag: 97886
CRM 4.0 Installation
When I start the 4.0 installation Visual C++ runtime is required. I installed
but later aborted the installation. When I restarted the installation I
continue to getting a message that Visual C++ needs to be installed. I
rebooted the server and started over but I continue to get the Visual C++ is
required message. Thoughts? Tag: MSCRM vcard Tag: 97884
CRM 4.0 Error with Set Work Hours !!
Every time I try to set a new work hours schedule for a user or a resources,
I receive an error with no helpful details !!
Any idea how can solve this Tag: MSCRM vcard Tag: 97879
Is there a way to send a vcard from MSCRM without syncing the Contact with
Outlook?