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- Previous
  - 1
    - Duplicate Detection Quiting too soon Greetings, and thank you in advance for considering this: In my CRM 4.0 system, when I run the tool duplicate detection for the entity Leads from the toolbar within the [Sales] Leads list screen, the duplicate detection process runs successfully, but only gives me up to 12 matches before it stops. Once I match up those duplicates, I can run the duplicate detection tool again and get 10 to 12 more duplicates before it successfully quits. This can go on and on. I'd really like to troubleshoot what is causing the detection algorithm to quit early instead of processing the whole list of 9400+ rows. My Duplicate Detection Rule for the match is as follows: Base Record Type, Matching Record Type: Lead Attribute Criteria Last Name Exact Match ZipCode Exact Match Birth Date Same Date Status Exact Match (Open) First Name Same First Characters=3 Does anyone have any ideas as to what is causing this behavior or how to troubleshoot it? Tag: Mail Merge: Label Tag: 97364
  - 2
    - CRM 4: Plugin does not fire from an Appointment I have created a simple test Plugin which simply writes the calling entity name to a text file. I am using the Plugin Registration Tool 2 and have registered the Plugin Step as: Create; Appointment; Post Stage; Synchronous; Server; Parent Pipeline The Plugin does not fire!!!! However if I register using the same settings but change the Primary Entity to Account or Contact, the Plugin fires without issue. Please help, this is driving me mad. Here is my test code: public class ExchangeConnectorPlugin : IPlugin { public void Execute(IPluginExecutionContext context) { try { DynamicEntity inpEntity = (DynamicEntity)context.InputParameters[ParameterName.Target]; //if (IsAppointment(ref context)) Debugger.WriteLineToFile(inpEntity.Name); } catch (InvalidPluginExecutionException ex) { Debugger.WriteLineToFile("Exception:"); Debugger.WriteLineToFile(ex.Message); } catch (Exception ex) { Debugger.WriteLineToFile("Exception:"); Debugger.WriteLineToFile(ex.Message); throw new InvalidPluginExecutionException(ex.Message, ex); } } } The Debugger.WriteToFile is simply my own static class which utilizes a simple StreamWriter. Regards, Gordon Tag: Mail Merge: Label Tag: 97363
  - 3
    - No Attribute - CRM 4.0 Hi, I have this error on two deployments. 1. When I try to delete Account, I get error "No Attribute" 2. When I try to merge Accounts, I get error "No Attribute" Anyone know what the issue is here? I have tried to find the reason with no luck. Tag: Mail Merge: Label Tag: 97360
  - 4
    - OWA Drafts Issue Hi all, we have Exchange 2007 now and I have found that if someone leaves Outlook open with the CRM client then any messages sent via OWA/Activesync will remian in the drafts. If you close Outlook they stay there and have to be manually resent. It seems people on the msexchange.org forums have seen this too but I don't think anyone has posted here.... Any solutions? It is quite an easy thing to test if you have Exchange 2007. Tag: Mail Merge: Label Tag: 97353
  - 5
    - CRM 4.0 Email Router: This message has not yet been submitted for Hi All, I know that there is other thread about this, but the thread is closed without solution. I have configured user setting to send out the email using email router. The email router has been configured properly. But, it seems that it takes forever to get the email sent out. When the email activity is opened, there's a message: "This message has not yet been submitted for delivery". But, when I restart the CRM Email Router (Windows Service), the email is sent immediately, and subsequently, the message in email activity dissapear. Is it necessary to restart the CRM Email Router Service every day/time to get the email sent? Regards, Gunady Ng Tag: Mail Merge: Label Tag: 97352
  - 6
    - Install CRM 4.0 in cirtix Hi, Is there anywhere a guide for installation of Microsft crm on citix enviroment, and where can I download the client. -- Best regards, Anders Jeppesen MCP, MCTS, MPV KEYZONE ApS Tag: Mail Merge: Label Tag: 97351
  - 7
    - crm usage statistics how could I generate crm usage statistics? for example by user, type of action, crm area, etc Tag: Mail Merge: Label Tag: 97350
  - 8
    - MS CRM OPENING FOR SINGAPORE (ref ASM 024) Hi , Kindly send me your Updated Resume Immediately for an Onsite Job opening in Singapore . Need Someone from Dot NET Technology Background. Needs to Technically Sharp. Coomunication Should be Very Good. Details required: Name: Skill: VISA STATUS: Any Certification: Current Location: CTC: ECTC: Total Exp: Relevant Exp: Mobile no: , Telephone no: Email: Time to Join: Visa Validity: Thanks & Regards Gautham Recruitment - Executive Advanced Synergic Pte. Ltd. Email: gautham@asmltd.com Ph.: +65 63115005 Ph.: (080)-66962394 (Direct) Mobile: 91-9902058663 URL: www.asmltd.com Tag: Mail Merge: Label Tag: 97349
  - 9
    - CRM 4.0: Adding New User Issue Hi All, I just added new user to CRM 4.0, and assign specific role (Customer Service Representatives) and default business unit to the user. However, when the user tried to login, there's error message mention something like the user doesn't have permission to view record. The assigned role and business unit is the same with existing other user that is able to login without problem. Then, we try to assign new role (CSR Manager) to the user, and after that, the user is able to login. So, we assume that something wrong with Customer Service Representatives (CSR), although other CSR able to login. But, then, we remove CSR Manager from the same user, and the user is still able to login. Does someone have any idea to overcome this problem? It's not the first time we experience this issue. Tag: Mail Merge: Label Tag: 97346
  - 10
    - Workflow 4.0 Take a contact and create it into another account I'm asking this question a different way as I think workflow in 4.0 could do this. Scenario: When a contact is created or updated for an Account that is a "Vendor" with type "1" then I want to create the same contact for all Accounts that are "Customers" that are also type "1". Please note I need to be able to scan through all accounts (We only have 60) and add a the contact to those who are of type "1". This does not have to happen real time but near real time. I like pictures so here is a text picture of what I'm trying to do: Account = Vendor Account = Customer Type = 1 Type = 1 When contact A is created ---------------------> Contact A (create here also) When Contact A is Updated ----------------------> Contact A (Update here also) thanks Emad Tag: Mail Merge: Label Tag: 97344
  - 11
    - CR 4.0 Slide Deck Hi CRM people ! We are busy preparing in Philadelphia to get everyone (that's over 60 callers) up to speed on key campaign messages for the roll out of CRM 4.0. Is there a standardized Slide Deck that I could use to start to train these telemarketers who will be calling on companies throughout the US to generate opportunities that will go directly to the MS Partner channel? Rather than build my own deck - if there is a standard one that I could utilize please let me know or send it to me at: TZimmerman@marketresourcepartners.com Thanks! -- Terrie ZZ Tag: Mail Merge: Label Tag: 97336
  - 12
    - Error displayed when clicking on the Preview Report Arrow icon When trying to preview a report on the Main Reports View (Available Reports) by clicking on the Arrow icon to the left of the Report name, the application displays the "Reports cannot be run because the Connector for Microsoft SQL Server Reporting Server, etc..." error. This is misleading, since the report preview works just fine if: - The end user double-clicks on the Report Name. - The end user right-clicks on the arrow icon and selects "Open". - The end user right-clicks on the arrow icon, selects "Copy Shortcut", and pastes the shortcut on a new IE window. This seems to be a problem in the product itself, but I want to confirm with other users before submitting it. Thanks! Tag: Mail Merge: Label Tag: 97335
  - 13
    - Can you solve this workflow puzzle? Version 4.0 Workflow runs on: Service Activity Trying to update the Parent Customer Account of the Case that the Service Activity is under, but it seems like I can only update records one relationship removed from the original entity. The logic might look like this: Wait until Service Activity:Status Equals [Closed] Update: Regarding (Case) Regarding (Account) Attribute Any thoughts or work-arounds? Thanks! Tag: Mail Merge: Label Tag: 97334
  - 14
    - CRM 4.0 Connector for SQL Server Reporting Services Do we have to install the connector if the SQL database, report server and CRM installation are all on one box? Reports will list in IE, but when I click on the Reports link in CRM I just get - "Error - and error has occurred" message; no further information. I thought reports were working fine when CRM was initially installed - no changes inbetween. THANKS FOR ANY HELP!! Tag: Mail Merge: Label Tag: 97329
  - 15
    - Upgrade from CRM 3.0 to 4.0 fails with two errors When running the upgrade from our App server that upgrade pops up with two messages, the first message when it is attempting to enable the Full Text Indexing. The Second error when it is trying drop the SQL v3 jobs. ANyone seen this or have a clue as to what is going on? Thank you for any help you can provide. 14:35:12| Info| Enable full-text indexing in MSCRM 14:35:12| Info| Enable full-text indexing in MSCRM 14:35:12| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: Access is denied to "C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\FTData", or the path is invalid. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(DbAsyncResult result, String methodName, Boolean sendToPipe) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Setup.DiffBuilder.ExecuteAtomicNonQueryCommand(BuildCommand buildCommand) at Microsoft.Crm.Setup.DiffBuilder.EnableFullTextIndexing(String languageId) --- End of inner exception stack trace --- at System.RuntimeMethodHandle._InvokeMethodFast(Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner) at System.RuntimeMethodHandle.InvokeMethodFast(Object target, Object[] arguments, Signature sig, MethodAttributes methodAttributes, RuntimeTypeHandle typeOwner) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams) at Microsoft.Crm.Setup.Database.DllMethodAction.Execute() at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseCollection releases, Int32 currentProgress) at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal() at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 14:39:36| Info| InputResult: Retry 14:39:36| Info| Dropping v3 sql jobs 14:39:36| Info| Dropping v3 sql jobs 14:39:36| Info| Dropping v3 sql jobs 14:39:36| Info| Creating v3.0 metabase tables in database 14:39:36| Info| Creating v3.0 metabase tables in database 14:39:36| Info| Creating v3.0 metabase tables in database 14:39:36| Error| System.Exception: Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. ---> System.Data.SqlClient.SqlException: There is already an object named 'AttributeTypes' in the database. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlCommand.RunExecuteNonQueryTds(String methodName, Boolean async) at System.Data.SqlClient.SqlCommand.InternalExecuteNonQuery(DbAsyncResult result, String methodName, Boolean sendToPipe) at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Setup.Database.DatabaseUtility.ExecuteSql(InstallDatabase database, String sql, Int32 timeout) at Microsoft.Crm.Setup.Database.SqlScriptAction.Execute(DatabaseUtility dbUtility) at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseCollection releases, Int32 currentProgress) at Microsoft.Crm.Setup.Database.DatabaseInstaller.installInternal() at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 Tag: Mail Merge: Label Tag: 97328
  - 16
    - Blank Message Template Received as Attachment Hello- We have been experiencing an issue which *only* effects MS CRM users. When a message is forwarded to a CRM user from a mobile phone (using MS Activesync) or various webmail clients (Yahoo Mail, Hotmail, AOL) - the user receives a message with a 64B mail attachment which opens as an email template (unaddressed, untitled, no body) - instead of the actual message. If the phone/webmail user either forwards the message inline or replies to the message and includes the crm recipient, the recipient will receive the message without issue. This only happens to CRM users, non-crm users are not effected by the issue. We are currently using: MS CRM 3.0 Exchange 2003 Outlook 2003 MS Mobile 5.0/6.0 I have been looking at this issue for months, have seen others with the issue but have never seen a solution. I have heard it has to do with the CRM Exchange Router Service and/or a CRM related Event Sink on the Exchange Server, but none of the solutions posed ever worked for me. Any help would be greatly appreciated. Let me know if I can answer any questions. Thanks in advance... Aaron Tag: Mail Merge: Label Tag: 97327
  - 17
    - New Features/Fixes for 4.0 Can someone please direct me to where I can find all the new additional features, changes and bug/issue fixes for version 4.0, so we can decide whether to upgrade or not? For example, have they finally fixed the ability to sync a contact's company name to Outlook's company name etc? Tag: Mail Merge: Label Tag: 97322
  - 18
    - Convert Lead Is there another way to convert a Lead without using the "Convert Lead..." button in the lead form ? Tag: Mail Merge: Label Tag: 97319
  - 19
    - CRM4.0: Reports from other datasources than MSCRM database Hi After upgrading a CRM-implementation from 3.0 to 4.0, all of the reports that gets information from other datasources than CRM stopped working. I guess this i related to the fact that CRM 4.0 alters the connectionstring in the reports to point to the dataconnector on the SSRS-computer. Is there any way to make these reports work? I tries with a dynamic connectionstring wich got its configuration from report parameters, but it still fails. Any suggestions are welcome (one that works are prefered) Best regards Jens Egil Evensen Tag: Mail Merge: Label Tag: 97314
  - 20
    - Trial install CRM4 - all green ticks but still cant login !!! Having completed the laborious task of installing CRM 4 onto a virgin SBS install with SQL 2005, I find that I am still unable to login to http://server2:5555 using IE IIS is working: http://server2 provides the default website as expected http://server2/reportserver provides the report server ok too. http://server2:5555 , and I have also tried http://server2.test.local:5555 with the same results... When run from the DC's Internet Explorer: "Access is denied. (Exception from HRESULT: 0x80070005 (E_ACCESSDENIED)) " When run from a Vista's Internet Explorer: "Server Error in '/' Application. Runtime Error" Attempting to login with the credentials (these accounts do exist in AD) : test\administrator administrator@test.local test\user user@test.local passwords have been reset for these accounts, so i feel passwords may not be the problem. All services are running on the same machine, a DC, the vista client is using IE7 and is a member of the domain. As stated IIS is installed as default with CRM creating a new website, the application pools are all using "Network service" as their Identitiy. Part of the problem is that there is soooo much documentation for planning and such its difficult to find any specific information... could somebody direct me on how to proceed with throubleshooting this problem. Thanks in advance Stu Hill Tag: Mail Merge: Label Tag: 97310
  - 21
    - CRM 4.0 relating customeraddress entity One of the touted features of 4.0 which I've been looking forward to is the more flexible relationship definitions allowed. It appears in my new test environment that I still cannot relate the customeraddress entity to anything (other than what comes by default)! I clicked on a couple system entities (such as article, article comment, competitor address) and didn't find the 'create' button next to any of the relationship tabs. Can any 4.0 expert educate me on this? Or is my test environment buggy? Thanks in advance. -Erik Tag: Mail Merge: Label Tag: 97308
  - 22
    - CRM 4.0 Outlook client on non domain PCs Is it possible to install and run CRM 4.0 Outlook client on non domain PCs? This computers are in the corporate LAN but not in the corporate domain and they will never be. Right now, this users have a HTTP 401 error when they try to access with Outlook. They can access CRM on the web with no problems. Thanks in advance. Tag: Mail Merge: Label Tag: 97307
  - 23
    - address types on form are not displayed/available for lookup to in Is it a bug in MS CRM 4.0 that an address with e.g. address type "bill to" on the account form is not displayed in the lookup when wanting to insert a bill to address for this account on a quote? I noticed that this worked fine in MS CRM 3.0, but apperently in 4.0 the system only shows the addresses that were linked to the account under "more addresses"... ---------------- 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=affcd57c-f922-4b8d-96e6-8409aeff19ca&dg=microsoft.public.crm Tag: Mail Merge: Label Tag: 97306
  - 24
    - Outlook Vote buttons integrated with MS CRM campaigns Does anybody knows a work-around to integrate the functionality of 'vote buttons' in a MS CRM campaign (distributing email activity)? Since the email activity is distributed through the MS CRM email system, it is not possible to add vote buttons? Is there any way to send the campaign emails through Outlook, add voting buttons ("will you attend the event YES/NO"), and when the target member replies with yes/no it would automatically return as an "interested" or "not interested" campaign response...? ---------------- 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=9dd7f04c-bb89-49f5-9cea-5ba34f66ba61&dg=microsoft.public.crm Tag: Mail Merge: Label Tag: 97305
  - 25
    - Macro enabled word templates in CRM 4.0 Hi! We have a customer with several macro enabled .dotm word templates which are used with CRM 3.0. They want to upgrade to 4.0 but from what I see CRM 4.0 only supports word templates in .xml format. Is this correct? I can't seem to run macros and visual basic code in .xml word templates. This is needed as it is where the customer chooses printer, drawers etc. Any way of using .dotm templates in CRM 4.0 or choosing printers etc with code in .xml templates? Tag: Mail Merge: Label Tag: 97304
- Next
  - 1
    - SQL Server Replication Hi There IS SQL SERVER REPLICATION POSSIBLE FOR CRM? Tag: Mail Merge: Label Tag: 97303
  - 2
    - Security Role -- Add facilities to resource group Hello, I'm trying to create a security role that will allow users to add facilities to a resource group. The problem I'm having is that I can't get the settings tab to show up at all. Interestingly, if I set the permissions for role (all) to organization I can see the settings tab and modify the resource group This is not ideal, even if only a small percentage of the users get this new security role, it could lead to problems if they decide to mess about with the roles. Any ideas? Tag: Mail Merge: Label Tag: 97302
  - 3
    - Install on exchange server Hello, Does anyone know if there are any known issues about installing MS CRM 4.0 on the exchange server? Till now I haven't found anything about this. Thanks in advance! Tag: Mail Merge: Label Tag: 97300
  - 4
    - Workflow or Code (CRM 4.0) I'm not sure if this is even possible I think it is, but I can't figure out how to do this via workflow. I'm open to doing this either way, if both are possible. Any details are appreciated. Scenario: When a contact is created or updated for an Account that is a "Vendor" with type "1" then I want to create the same contact for all Accounts that are "Customers" that are also type "1". Please note I need to be able to scan through all accounts (We only have 60). This does not have to happen real time but near real time. I like pictures so here is a text picture of what I'm trying to do: Account = Vendor Account = Customer Type = 1 Type = 1 When contact A is created ---------------------> Contact A (create here also) When Contact A is Updated ----------------------> Contact A (Update here also) thanks Emad Tag: Mail Merge: Label Tag: 97297
  - 5
    - Picklist for Local Contacts & Client Contacts Dears, i would like to add a new PickList in my CRM as for the Case Initiator fields. This PickList shoule should contain all Local Contacts(Should read from Active Directory) and Clients Contact(outside of company). Your early response will be much appriciated. Thanks a lot in advance, Regards, SAB. Tag: Mail Merge: Label Tag: 97287
  - 6
    - Authentication Error Dears, I am getting "Authentication error" as below while trying to login to my crm. Authentication Error: "Microsoft CRM Could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role for more information, contact your system administration." Login Credentials as : User Name: DomainName\Administrator Password : XXXXXXX Recently i have installed CRM 3.0 but, i forgot credentials as which users has access to crm, but i am user i have install my CRM Application thro Local Administrator. Could anyone tell me what should i do in this scenario, Note: Is there any way to see how many users exists in the datebase. if yes how should i see those users in the database. your early response will be much appriciated. Kind Regards, SAB Tag: Mail Merge: Label Tag: 97286
  - 7
    - CRM 3.0 to 4.0 and Business Manangem "Sites" setup Upgraded Small Business Server 3.0 CRM 4.0 Workgroup edition for testing purposes. Everything is working correctly except that any item that has a "Site" field on it. (such as Service Activity) will not allow me to add a "site" from my upgraded 3.0 data. (I have two "sites "defined" in "Settings" - "Business Manangement" - Sites. So if I try to add a service activity and select a site I get a "Access Is Denied You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation. For more information, contact your Microsoft Dynamics CRM administrator. " I can save the Service activity if I leave off that field. Since I am setup as an administrator in CRM 4.0 I dont understand why I am getting this error message. Also if I go to "Settings - Business Manangement - Sites" and try to edit any of these sites, I get the same error message. However, If i try to ADD a new site I am able to do so, and I can also delete the new site that I just added. I just cant seem to access any of the "upgraded" sites, or I cannot specify any site for my Service Activity. I also have some items that I have stuck in my "My Work - in progress" that I some how mananged to get added which I cannot access because of this error.... I know its while I was trying to figure out the problem because the subjects are all titled "test" and that is what I was using when I was getting this error, but now I cant delete them because I get an error "The requested record was not found or you do not have permission to access it." Any idea how I can "fix" this irritation. I have to believe that for whatever reason, no users are defined in the site and because of this I cannot access anything related to the site. If I can get access to the "site" entity then I believe I can just add my user (which is an adminstrator) and hopefully this would solve the problems with me not being able to access "site" data. Any suggestions would be appreciated. Tag: Mail Merge: Label Tag: 97282
  - 8
    - CRM Outlook Client across a VPN CRM Web client works fine across the VPN and Outlook is fine as long as the CRM Outlook Client is not loaded. Once the CRM Outlook Client is loaded, Outlook opens VERY slowly and CRM data never makes it, ultimately timing out. We have looked at the Sonicwall in addition to CRM settings. We are open to ANY ideas. Thanks in advance for your help! -- Susan Eckles Power Time Corporation Tag: Mail Merge: Label Tag: 97280
  - 9
    - CRM Closed in Outlook Client While in a functioning Outlook Client, I closed CRM from the dropdown in the menu. I cannot find how to reopen it and feel more foolish by the minute. It's GOT to be an easy fix. I've closed and reopened Outlook and, rebooted, checked for disabled progs. Tag: Mail Merge: Label Tag: 97279
  - 10
    - Trying to add button in isv.config on Contact Detail Toolbar I've exported my isv.config file and added custom 'clone contact' button with visual studio 2005, very similar to how I did in 3.0, try to import it tells me either the file could not be uploaded, or this is not a valid Customization file. I'm using the same syntax I did in 3.0 - files for 3.0 and 4.0 are very similar and the button I'm adding is at the very bottom below. I'm placing it after the previous entity end-tag and before the <Entity name="contact" />. Any ideas? ...JavaScript="alert('test');" Client="Outlook" AvailableOffline="true" /> </Buttons> </MenuBar> </Grid> </Entity> <Entity name="contact"> <ToolBar ValidForCreate="0" ValidForUpdate="1"> <Button Title="Clone Contact" ToolTip="Create a copy of this contact" Icon="/CloneContact/contactclone.gif" Url="/CloneContact/CloneContact.htm" WinMode="1" WinParams="dialogHeight:100px;dialogWidth:300px;" /> </ToolBar> </Entity> <Entity name="contact" /> <Entity name="lead" /> <Entity name="opportunity" /> THIS IS THE BUTTON I'M TRYING TO ADD: <Entity name="contact"> <ToolBar ValidForCreate="0" ValidForUpdate="1"> <Button Title="Clone Contact" ToolTip="Create a copy of this contact" Icon="/CloneContact/contactclone.gif" Url="/CloneContact/CloneContact.htm" WinMode="1" WinParams="dialogHeight:100px;dialogWidth:300px;" /> </ToolBar> </Entity> Tag: Mail Merge: Label Tag: 97269
  - 11
    - Billable Time subtracted from Contract Line Using CRM 3.0 I have been setting up Contacts & Contract Lines, and when opening the contract line it indeed decreases the time allotment (if the contract is time based), based on cases files against it.. When we try to resolve a case and insufficient time is left, it will ask me whether I want to still save, it... but then it will give me a system error and prevent me from saving if indeed the Billable time exceeds the balance on the contract line. Any ideas, anyone had same problem? -- Juan Fidalgo Sr. Bus. Analyst SCI Tag: Mail Merge: Label Tag: 97267
  - 12
    - CRM 4.0 Cisco Unified Connector Team, Does anyone have any experience with the Cisco CRM Connector in terms of hardware/software requirements, configurationâ?¦etc I am also not sure if the connector for CRM 4.0 is availableâ?¦ Tag: Mail Merge: Label Tag: 97266
  - 13
    - CRM 3.0 Campaigns Hi, Can anyone point me to a detailed article highlighting the steps/ functionality of a how to create, deploy, manage, a CRM Campaign? I have looked but most articles just talk about possibilities without any groundwork on how to get there. Thanks, Matt Tag: Mail Merge: Label Tag: 97261
  - 14
    - workflow error I need to run workflow rule in callout, but when I do this I get error 800404cc what is wrong? salesorder curOrd = (salesorder)_crmService.Retrieve(EntityName.salesorder.ToString(),entityContext.InstanceId,new AllColumns()); ExecuteWFProcessRequest request = new ExecuteWFProcessRequest(); request.ProcessId = new Guid ("{ef11ab84-d5ea-dc11-a843-000c290991f8}"); request.EntityMoniker = new Moniker(); request.EntityMoniker.Id = curOrd.salesorderid.Value; request.EntityMoniker.Name = EntityName.salesorder.ToString(); ExecuteWFProcessResponse response = (ExecuteWFProcessResponse) _crmService.Execute(request); Tag: Mail Merge: Label Tag: 97260
  - 15
    - One Way Contact Synchronization on 3.x With regards to Outlook Synchronization on 3.x, is there a way to only allow Outlook Contact Synchronization to go only one way? Enable it from CRM to Outlook and disable the Outlook to CRM. A registry entry maybe? Tag: Mail Merge: Label Tag: 97258
  - 16
    - Multiple Databases Afternoon all, I have a few questions this afternoon as I am configuring CRM for the first time. We have 3 business divisions that need to use Dynamics CRM (one IT/Telecommunications company, one mobile phone company selling to trade and one mobile phone company selling contracts to consumers) Each division needs seperate databases on the CRM platform with customised leads/contact/account entities. I have set up Business Units and Teams but when I customise the leads entity it changes for everyone. Any help with this would be appreciated. Regards Tag: Mail Merge: Label Tag: 97251
  - 17
    - Trial license update for CRM 4.0 Has anyone heard anything from Microsoft on the issue with changing the trial keys to valid keys? Our trial installations are beginning to expire and the MSDN key is "not valid for upgrade". /Joakim Tag: Mail Merge: Label Tag: 97239
  - 18
    - Customising Entities Hi, I need to customise the leads, account and contact entities. I have started on the leads entity changing the telephone fields and adding some extra options to a drop down field and then saved the changes. When I go in to create a new lead the changes do not appear. Using CRM 4.0 Can any offer any advice? Thanks Tag: Mail Merge: Label Tag: 97238
  - 19
    - Workflow design in 4.0 Hi, It would be nice if we had the possibily to make OR statement in the designer, sometimes i need to have more than one statment on a wait step. -- Best regards, Anders Jeppesen MCP, MCTS, MPV KEYZONE ApS ---------------- 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=b6225426-a900-40b0-9975-af6eac995e50&dg=microsoft.public.crm Tag: Mail Merge: Label Tag: 97237
  - 20
    - SQL Replication with CRM 3.0 and 4.0 Hi There Is SQL Replication possible with CRM? Are there any documentation available on this? Thanks in advance Tag: Mail Merge: Label Tag: 97236
  - 21
    - MSCRM 4.0 ISV Custom buttons not visible in Contact Detail Toolbar Hello, After enabline isv integration in 4.0, I can see in the Accounts detail level toolbar the sample isv buttons, but when I goto Contacts detail toolbar, none are visible. I just added a button to the detail level toolbar in CRM 4.0. It was added basically to the same place as my old 3.0 in the isv.config, but after adding it wasn't visible. I then went to the ReadyServer image from Microsoft, and noticed that the isv.config was not present! (isv.xsd was present and accounted for). Since I could see the isv buttons in the account entity detail toolbar, I added my custom button to the account detail thinking there was something up with my contact xml, and although at least I see the isv buttons, I did not see my custom button. This is a fresh install and there should be no reason why I can't add a simple button - I've (unnecessarily) restarted IIS, closed the app, squeezed my stress-ball, nothing works. After beating my brains out for about 3 hours, I decided to ask my friends in the newsgroup... My button is in the code below, in the button called "clone contact" Michael <ToolBarSpacer /> <Button Title="Test" ToolTip="Info on Test" Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" PassParams="1" WinParams="" WinMode="1" /> <Button Title="Web Only" ToolTip="Web client only. This will not show up in any outlook pages." Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');" Client="Web" /> <Button Title="Outlook Only" ToolTip="Outlook Only - This is available offline also." Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');" Client="Outlook" AvailableOffline="true" /> </ToolBar>  <NavBar>  <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Default" Url="http://www.microsoft.com" Id="navItem" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Web Only" Url="http://www.microsoft.com" Id="navItemWeb" Client="Web" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Outlook Only" Url="http://www.microsoft.com" Id="navItemOutlook" Client="Outlook" AvailableOffline="true" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Sales" Url="http://www.microsoft.com" Id="navSalesItem" Area="Sales" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Info" Url="http://www.microsoft.com" Id="navInfoItem" Area="Info" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Marketing" Url="http://www.microsoft.com" Id="navMarketingItem" Area="Marketing" /> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="ISV Service" Url="http://www.microsoft.com" Id="navServiceItem" Area="Service" /> </NavBar> <Grid> <MenuBar> <ActionsMenu> <MenuItem Title="Coming Soon..." Url="http://www.microsoft.com" WinMode="1" /> <MenuSpacer /> <SubMenu Title="Sub Test"> <MenuItem Title="Test Sub 1" Url="http://www.microsoft.com" /> <MenuSpacer /> <MenuItem Title="Test Sub 2" /> <MenuItem Title="Web Only" Client="Web" /> <MenuItem Title="Outlook Only" Client="Outlook" AvailableOffline="true" /> </SubMenu> <MenuItem Title="Web Only" Client="Web" /> <MenuItem Title="Outlook Only" Client="Outlook" AvailableOffline="true" /> </ActionsMenu> <Buttons> <Button Title="Test" ToolTip="Info on Test" Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" WinParams="" WinMode="2" /> <ToolBarSpacer /> <Button Title="Test" ToolTip="Info on Test" Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" WinParams="" WinMode="1" /> <Button Title="Web Only" ToolTip="Web client only. This will not show up in any outlook pages." Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');" Client="Web" /> <Button Title="Outlook Only" ToolTip="Outlook Only - This is available offline also." Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');" Client="Outlook" AvailableOffline="true" /> </Buttons> </MenuBar> </Grid> </Entity> <Entity name="contact"> <ToolBar ValidForCreate="0" ValidForUpdate="1"> <Button Title="Clone Contact" ToolTip="Create a copy of this contact" Icon="/CloneContact/contactclone.gif" Url="/CloneContact/CloneContact.htm" WinMode="1" WinParams="dialogHeight:100px;dialogWidth:300px;" /> </ToolBar> </Entity> <Entity name="contact" /> <Entity name="lead" /> <Entity name="opportunity" /> <Entity name="list" /> <Entity name="campaign" /> <Entity name="campaignactivity" /> <Entity name="campaignresponse" /> <Entity name="incident" />  <Entity name="quote" /> <Entity name="salesorder" />  <Entity name="invoice" />    </Entities>  <ServiceManagement> <AppointmentBook> <SmoothScrollLimit>2000</SmoothScrollLimit> <TimeBlocks>  <TimeBlock EntityType="4214" StatusCode="1" CssClass="ganttBlockServiceActivityStatus1" /> <TimeBlock EntityType="4214" StatusCode="2" CssClass="ganttBlockServiceActivityStatus2" /> <TimeBlock EntityType="4214" StatusCode="3" CssClass="ganttBlockServiceActivityStatus3" /> <TimeBlock EntityType="4214" StatusCode="4" CssClass="ganttBlockServiceActivityStatus4" /> <TimeBlock EntityType="4214" StatusCode="6" CssClass="ganttBlockServiceActivityStatus6" /> Tag: Mail Merge: Label Tag: 97232
  - 22
    - Editing Standard CRM 3.0 Reports Hi I am keen to know if i can edit the inbuilt crm reports. i can find the rdl files but not the sln files so they can be edited in visual studio 2005. can someone please advise me how to go about this? regards Ridhima Tag: Mail Merge: Label Tag: 97227
  - 23
    - CRM 3.0/4.0: Views to show record that is created X Days Ago I have a simple requirement to create a View with condition that the record is created x days ago, for example the record that is created 3 days ago. The only operator that is available for datetime (e.g. createdon) is only Last X Days, which if i show Last 3 Days, will show the records that were created today, yesterday, and 2 days ago. Is there any operator or any way to show the record that were created 3 days ago? I try to put condition "createdon Last 3 Days" and "NOT createdon Last 2 days", but there is no "NOT" operator in CRM. I try to insert new attribute to calculate the number of days that record has been created, but it requires a batch process/workflow that needs to run everyday. As the records grows everyday, it might not be an acceptable solution, and it will change the modifiedon/modifiedby attributes too. Hmm, the requirement is pretty simple, but not really sure how to accomplish it. Anyone has idea? Tag: Mail Merge: Label Tag: 97226
  - 24
    - CRM 4.0 upgrade Failed error: An item with the same key has already Hi All Upgrade to CRM 4.0 failed with error message "Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. An item with the same key has already been added." Can any one help?. upgrade fails when trying to upload opportunity object data. I have used very long fields names in customizing opportunity object such as new_gonogo1dowehavetheskillstoresponname new_gonogo1dowehavetheskillstorespon Can this be a cause as upgrade program is truncating fields name and this way creating a duplicate? Thank you for your help. Regards Kesh Patel Error Dump: 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| Query for ObjectTypeCode 4202 imported. 10:07:47|Verbose| FormXml for ObjectTypeCode 4202 imported. 10:07:47| Error| System.Exception: Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. ---> System.ArgumentException: An item with the same key has already been added. at System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) at System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) at Microsoft.Crm.Metadata.LabelCollection..ctor(XmlNodeList nodes, String collectionName, String labelName) at Microsoft.Crm.Tools.ImportExportPublish.ImportHelper.CreateLabels(XmlNode entityNode, String labelPluralName, String labelSingularName, Guid objectId, String objectColumnName) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.CreateUpdateAttributes(ArrayList attributesList, ArrayList delayedAttributes, Hashtable nameToGuidTable, MetadataHelper metadataHelper, EntityMetadata entityMetadata, EntityDescriptionPropertyBag entityDescription, Guid entityId, Boolean createEntity) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.CreateEntityAndAttributesFromNode(XmlNode entityNode) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.ImportItem() at Microsoft.Crm.Tools.ImportExportPublish.ImportHandler.Import() at Microsoft.Crm.Tools.ImportExportPublish.RootImportHandler.RunImport() at Microsoft.Crm.Tools.ImportExportPublish.ImportXml.RunImport() at Microsoft.Crm.Setup.Server.Utility.NewOrgUtility.OrganizationImportDefaultData(Guid organizationId, Version existingDatabaseVersion, String importFile) at Microsoft.Crm.Setup.Server.ImportDefaultDataAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 10:54:57| Info| InputResult: Cancel 10:54:58| Error| Install exception.System.Exception: Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. ---> System.ArgumentException: An item with the same key has already been added. at System.ThrowHelper.ThrowArgumentException(ExceptionResource resource) at System.Collections.Generic.Dictionary`2.Insert(TKey key, TValue value, Boolean add) at Microsoft.Crm.Metadata.LabelCollection..ctor(XmlNodeList nodes, String collectionName, String labelName) at Microsoft.Crm.Tools.ImportExportPublish.ImportHelper.CreateLabels(XmlNode entityNode, String labelPluralName, String labelSingularName, Guid objectId, String objectColumnName) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.CreateUpdateAttributes(ArrayList attributesList, ArrayList delayedAttributes, Hashtable nameToGuidTable, MetadataHelper metadataHelper, EntityMetadata entityMetadata, EntityDescriptionPropertyBag entityDescription, Guid entityId, Boolean createEntity) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.CreateEntityAndAttributesFromNode(XmlNode entityNode) at Microsoft.Crm.Tools.ImportExportPublish.ImportEntityHandler.ImportItem() at Microsoft.Crm.Tools.ImportExportPublish.ImportHandler.Import() at Microsoft.Crm.Tools.ImportExportPublish.RootImportHandler.RunImport() at Microsoft.Crm.Tools.ImportExportPublish.ImportXml.RunImport() at Microsoft.Crm.Setup.Server.Utility.NewOrgUtility.OrganizationImportDefaultData(Guid organizationId, Version existingDatabaseVersion, String importFile) at Microsoft.Crm.Setup.Server.ImportDefaultDataAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Upgrade(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() 10:54:58| Info| Microsoft Dynamics CRM Server upgrade Failed. 10:54:58| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. An item with the same key has already been added. Tag: Mail Merge: Label Tag: 97224
  - 25
    - CRM 4 offline client install fails I'm having an issue installing the offline client to four different laptop users. I have several that were successful and the only difference in the logs that I can pinpoint is a Database Installer Custom Action Failed error towards the end of the log. On the successful installs I do not have this message. I also have a DBAction return value of 3 (as well as INSTALL and ExecuteAction.) Please help! Thanks. Justin Tag: Mail Merge: Label Tag: 97220

Hi,

we tried using Mail Merge to create labels. Everthing is fine, but the
activity is only written to one account ?

Is this a known issue ?

Kind regards,

Roland Pleli

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RE: Mail Merge: Label by sailaja

sailaja
Thu Mar 13 08:04:02 CDT 2008

Hi,
check the below article in MSCRM 4.0.In MSCRM 4.0, Resource center-->
sales-------->Create mailing labels from a marketing list.

"Roland Pleli" wrote:

> Hi,
>
> we tried using Mail Merge to create labels. Everthing is fine, but the
> activity is only written to one account ?
>
> Is this a known issue ?
>
> Kind regards,
>
> Roland Pleli
>
>
>

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