Managing Products

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- Previous
  - 1
    - Migrate Access to CRM Custom entity Hello... everyone Got any software that can direct allow migrate access data to CRM custom entity.. Tag: Managing Products Tag: 85628
  - 2
    - Lotus Notes and CRM Integration Hi, I am new to MSCRM and I would like to know is it possible to integrate Lotus notes with CRM. Since it is tightly integrated with MS Outlook. If it is possible, then can you provide some useful information regarding the integration. Thanks in advance Sreeju Tag: Managing Products Tag: 85625
  - 3
    - Unable to start dicount list...in CRM 3.0 I am new to MSCRM. I am currently running the trial version and have frustrated in my inability to enter discount list. I followed the instruction in CRM help and the Dummies book to the letter. My problem is that the 'New' button is not available to me to click as stated in the instructions. This is what I did: [In the Navigation Pane], I Click Settings [In the Product Catalog window] I click Discount List. [In the Discount Lists window's toolbar] the New button is missing. Am I in the wrong place? Did I missed any step? Your help will be highly appreciated. Many thanks and regards in advance! Tag: Managing Products Tag: 85615
  - 4
    - Contacts & Advanced Find Hey Everyone, Got a ? for ya...How can I run an advanced find by account criteria (relationship type,account status, etc.) but have it list ALL of the contacts under that account, not just the primary contact? Please help! Thanks Tiffany Tag: Managing Products Tag: 85610
  - 5
    - Security Role setting for "Change Stage" and "Apply rule" Hello, I have following problem: I have a custom role, that differs in some positions from the standard "sales representative" role. The CRM users, that are in this custom role only, have not the menu entries "Change Stage" and "Apply rule" in their own opportunity, but t he administrator can see them. Does anybody knows, which settings in the security role definition enables the user access to the changing stage of the workflow process? Regards Tag: Managing Products Tag: 85609
  - 6
    - Price List - Pricing methods Hi group, my question is about Pricing methods in Price List Item entity. I clearly understand the purpose of the field itself, but options "Precent Markup..." and "Percent Margin..." mislead me. I tried playing around with it and I perfectly understand what the "Percent Markup..." option does (please, correct me if I am wrong: resulting price = price + % of the price), but it's the "Percent Margin..." which I don't understand. Another not understandable thing is that I can use only values from 0,00 to 99,99 for the margin percentage. This could be more linguistic problem since English is not my mother-toungh, but translation I get from various dictionaries of words "margin" and "markup" mean exactly the same in my mother-toungh (Russian). Reading CRM Help doesn't really help here, cause the description of the options are totally equal to me. So... if you are in a mood to explain this to me I would be very much obliged :) Regards, Jevgenij Tag: Managing Products Tag: 85608
  - 7
    - test test Tag: Managing Products Tag: 85606
  - 8
    - Microsoft worflow keeps crashing Microsoft worflow keeps crashing and before it does I always get the following error in event viewer : The description for Event ID ( 1000 ) in Source ( C:\Microsoft CRM \Server\bin\CrmWorkflowService.exe ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: crmworkflowservice.exe, 3.0.5300.9, 45196ca0, kernel32.dll, 5.2.3790.4062, 46264680, 0, 0000bee7. Any ideas? Tag: Managing Products Tag: 85601
  - 9
    - Workflow services keeps stopping Hi, I have CRM installed on different servers and on one of the server the MSCRMWorkflowService keeps crashing. Just before it crashed I get this error message in event viewer: Event Type: Error Event Source: C:\Microsoft CRM\Server\bin\CrmWorkflowService.exe Event Category: None Event ID: 1000 Date: 7/18/2007 Time: 6:45:43 PM User: N/A Computer: CTOR-PCCRSIIS01 Description: The description for Event ID ( 1000 ) in Source ( C:\Microsoft CRM \Server\bin\CrmWorkflowService.exe ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: crmworkflowservice.exe, 3.0.5300.9, 45196ca0, kernel32.dll, 5.2.3790.4062, 46264680, 0, 0000bee7. Any solution or leads? Tag: Managing Products Tag: 85600
  - 10
    - Reporting Services Server Hello all I was wondering if it is possible to change the Reporting Services Server that I used during the CRM installation. When I installed it, I used http://localhost/reportserver and now I want to change it to http://localhost:93/reportserver, for example. If this is possible, how do I do it? Thanks much, S.R Tag: Managing Products Tag: 85599
  - 11
    - Add-ons and verticals Hello CRM guru's, We publish a website on which we try to give an overview of all add- ons and verticals that are available for Microsoft CRM. We do have over 100 add-ons listed, but only a few verticals. Do you have any vertical that you want to share with the CRM community? Don't hesitate and post them on www.pimpmycrm.com via the comment form or via the emailadres that is listed there. This is a free website, so you have nothing to lose. Of course, if you are looking for extra functions, add-ons or verticals, you can also find them there. Tag: Managing Products Tag: 85588
  - 12
    - formatting in nText field Does anyone know of an add on that allows for formatting such as bold/underline/bullet points etc in an n Text field? Thnx Tag: Managing Products Tag: 85587
  - 13
    - New Computer Synchronization Good morning. I have a CRM client who had a desktop and I just gave her a new laptop. I loaded CRM on the laptop and received a message saying that I need to set the computer to be the synchronizing client for this user. However, when I go into her personalize workplace, there's no synchronization tab. Am I looking in the wrong place? Any advice on this is greatly appreciated! Thanks! Tina Tag: Managing Products Tag: 85585
  - 14
    - Authentication Error When Working Offline With CRM We have a user that will receive an Authentication Error when working Offline with the CRM Client. It's the same error that appears when you try and access CRM with a disabled or non-existent account. When the users Goes Online with CRM everything works fine. It sounds like it happens when the user is browsing the CRM folders and starts switching between folders then it will appear. Hitting Try Again a few times eventually brings the page up but then the error comes back soon after. IE is setup ok, no kerberos errors nothing out of the ordinary. I had turned on tracing and it did report a SQLTimeout Error. The user is running SQLExpress with the CRM V3C client with all patches applied. Is it possible to increase the connection timeout period on the local client? Maybe this would solve the problem. Tag: Managing Products Tag: 85584
  - 15
    - Changing a User's Business Unit From a user record I go to Actions - Change Business Unit and then select the BU that I want to move the user to. After clicking OK, I get a message saying: "You do not have enough privileges to access the Microsoft CRM object or perform the requested operation." I have been given full access to everything, so I don't know why I can't change it. I also tried moving another user who is no longer with the company. Their record is still active, but is never logged on as another user. This caused some problems as my system froze and no one in the organization was able to load the CRM. Tag: Managing Products Tag: 85581
  - 16
    - Email router install SBS 2003 Hi All is it possible install CRM 3.0 Server and email router on different machines ? This is my network: Server A - SBS 2003 Premium Edition Server B - SQL Server 2005 I want to install CRM 3.0 Professional on Server B (and I think this is possible...) but Email Router must be installed on Exchange machine... My Exchange machine is a SBS...is it possible to install only email router as a separate component ? and on a SBS machine ? Thank you Tag: Managing Products Tag: 85579
  - 17
    - Removing a quote, promoted to order I have a quote with was promoted/converted to an order. The order has been deleted, the quote still exists. Upon deleting the (greyed out) quote I get a crm error stating that either I have to access to the object or not enough privileges to perform the action. I'm CRM admin, what is wrong? Regards Tag: Managing Products Tag: 85578
  - 18
    - URGENT!! Bulk Import - Account with Address (More Addresses) Hi, I am trying to do bulk import of a list of accounts which also have "shipping address" along with the Primary address. I used Bulk import tool in the CRM 3.0 and did mapping with "Primary address" with " Address 1" fields and Shipping Address" to "Address 2 fields". But after the import i find that Primary address available in the General screen of the Account but "Address 2" fields mapped should appear in "More Addresses" section which it didnt appear. I checked with the database table customerAddressbase to find both the address (Primary and Shipping) available in the table with all require information but shipping address not appearing. May I know which fields should I map with to display the address in "More Addresses" section?? Plz help as its quite urgent Thanks a lot Tag: Managing Products Tag: 85576
  - 19
    - CRM Report: Problem with "Jump To URL" Hi, I use the report in a CRM Application. In a textbox I want an hyperlink and in the Texbox Properties --> Navigation --> Jump to URL option i include something like this: = "javascript:void(window.open('" & Fields!url.Value & "','_blank'))" but don't open a link in a new window. I click on the link and it doesn't work The identic HTML Code in a .html page work and open a new window but don't work into ReportViewer in the CRM solution. Steven Tag: Managing Products Tag: 85572
  - 20
    - QuickCreateForm on System Entities Hi there, Is it possible to create QuickCreateForms for system enitites e.g. Products. I got the a sample code on the stunnware website but it does not work. Any ideas? thank you Lebo Tag: Managing Products Tag: 85571
  - 21
    - QuickCreateForm on System Entities Hi there, Is it possible to create QuickCreateForms for system enitites e.g. Products. I got the a sample code on the stunnware website but it does not work. Any ideas? thank you Lebo Tag: Managing Products Tag: 85570
  - 22
    - CRM Exchange Router Hi, We have setup 2007 Exchange Server in our office, and still have a 2003 Exchange server, I have downloaded the updated CRM Exchange router that supports 2007 exchange enviroment and kept the crm mailbox on the 2003 server. All other mailboxes are now on 2007. Since this upgrade we are now unable to get any emails into our CRM queues. We have also carried out the Rollup 2 Update on the CRM server. If i look into the crm mailbox through outlook, i can see the email arrive at the inbox, it then trys to deliver it to CRM Queue, but is unable to and bounces back into a folder within the crm mailbox called undeliverable. An event log is also recorded as failed. If anybody has any suggestions I would appreciate your help. I feel like I have tried everything possible. Cheers, Matthew +61 2 8879 6810 matthew@edv.net.au Tag: Managing Products Tag: 85568
  - 23
    - Incoming Email Routing We have MSCRM 3.0 set up on one server and MS Exchange 2003 and CRM Router installed on a second server. Outgoing emails from CRM work fine nbut when a client responds to an email it goes into the agents personal Outlook inbox, is forwarded to the CRMMAil mailbox but does not appear in CRM. Can you confirm that it should appear in the Contacts History or if not where it should appear? Thanks Andy Tag: Managing Products Tag: 85566
  - 24
    - Cannot choose the column in CRM view Hi, I face a strange problem. the crm i install. i can customize "form", but i can't customize the "view". the problem is i can't select the column header in the view. i want move the position of the column. but when i click the column header. it no have any response. any help will be highly appreciated thank you Tag: Managing Products Tag: 85565
  - 25
    - Sharepoint on Outlook Client Hi All, Is it possible to view Sharepoint web pats on the Outlook Client. At the moment we using an IFrame to integrate the Sharepoint services and it works fine, is it possible that there would be problems to view the Sharepoint web parts on the Outlook Client? Thank you Lebo Tag: Managing Products Tag: 85561
- Next
  - 1
    - Sharepoint on Outlook Client Hi All, Is it possible to view Sharepoint web pats on the Outlook Client. At the moment we using an IFrame to integrate the Sharepoint services and it works fine, is it possible that there would be problems to view the Sharepoint web parts on the Outlook Client? Thank you Lebo Tag: Managing Products Tag: 85560
  - 2
    - Error - Reports Hi We are not being able to upload report from MS CRM3.0.While trying to upload report from reportmanager it worked!...Problem occurs while uploading the same from CRM. Error Displays like - Error in Server / Application.. Please Suggest?? Tag: Managing Products Tag: 85555
  - 3
    - CRM Trial to Official License HI, I have installed MS CRM3.0 partner license at client side on the live server.Would like to know if i can upgrade the trial license to a license copy.As we are awaiting the paper license. Tag: Managing Products Tag: 85554
  - 4
    - Problem with tracking CRM email Tracking email from Outlook into CRM is not working for some reason. - The Exchange server was moved from the CRM server to another server. - The Exchange connector was installed on the new Exchange server. CRM mailbox for forwarding it configured. - I have reconfigured the CRM SMTP settings and CRM is sending out email. - When a user clicks Track in CRM, the email does not go into CRM. Any help on this would be appreciated. Thanks, -Rick M. Tag: Managing Products Tag: 85551
  - 5
    - Manual Worklflow - Automatic Execution hi I have a manual workflow and am keen to know how to go about creating a scheduled job to automatically execute the workflow every morning/every night . any advice would be helpful. regards Ridhima Tag: Managing Products Tag: 85544
  - 6
    - Bulk reassignment of parent account Is there anyway to reassign parent account of contact records in bulk? Tag: Managing Products Tag: 85542
  - 7
    - Queues-Need to add Columns To View Email By default our CRM Queues are able to view Title-Entered Queue-Type. I need to be able to add other columns to help sort through these emails. I would like to be able to see Time along with Date and to be able to sort emails together by Title/Subject. Please Help! Tag: Managing Products Tag: 85530
  - 8
    - MSCRMEXERouter Log Full hi, we received this message every few hours. and the logfile shows as: 'Closing the connection to mailbox: [CRMServerUrl:'http://XXX:5555/' EmailServer:'XXX' EmailAccount:'crmmail' ForceReDelivery:'False']. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp.' Any advice? thanks Alan Tag: Managing Products Tag: 85529
  - 9
    - Problem with associated view form - CRM We have created two custom entities with a relationship to account. The associated view form for these custom entities does not seem to be populating the accountid attribute - therefore not recognizing that a record has even been selected from the list in the associated view form. Other custom entities that we have created with a similar relationship to account do not have this problem. We can't see any differences between how we have defined the custom entities and associated view forms between the ones that populate the accountid and those that don't. Any suggestions on what the problem could be? Tag: Managing Products Tag: 85528
  - 10
    - Hotfix workaround (KB 911022) Unbelievable... I was hoping that rollup2 was going to address the crazy workaround for KB 911022 (restricting users from printing/exporting data) but it hasn't. Is anyone as up in arms as I am about this? In case you aren't familiar with this KB, it provides a way (whether you want it or not) to restrict user's ability to print or export certain data they see in a report. Their solution? ...create an alternate DB, copy your db (minus the things you want exported) over to this alternate DB, then change a registry entry. The end user can easily change a record, and want to print out or export a listing, but that won't be updated until this "alternate DB" is replicated from the original CRM database. 30 minutes, 10 minutes, 1 minutes, or whatever you are willing to sacrafice for time in between replication is apparently the only way to go. If I am way off base in my anger about this one, or if I have misunderstood this KB from the get-go, please feel free to correct me. -- Sketchy Tag: Managing Products Tag: 85527
  - 11
    - Internet explorer 7 will error and close crm 3.0 What could cause this Tag: Managing Products Tag: 85525
  - 12
    - crm 3.0 Internet explorer will error and CRM shuts down. What could cause this? Tag: Managing Products Tag: 85524
  - 13
    - Unable to do a full text search on the Knowledgbase I have an SBS version and we are unable to do a search on the Knowledgebase. I can see all the articles, but when we try to do a search I get an SQL error telling me to contact the system administrator. SBS R2 and SQL 2005. Any ideas? Tag: Managing Products Tag: 85523
  - 14
    - Rollup 2 and Office 2007 I already have Roll Up 1 and the Office 2007 compatibility patch installed. If I now install roll up 2 will I have to reinstall the office 2007 compatibility? Tag: Managing Products Tag: 85522
  - 15
    - CallOuts ...I'm so new to this whole CRM thing that I'm still trying to learn all the lingo. I keep seeing references to something called "CallOuts", but I'm unsure about exactly what those are. Can someone please explain, or point me to a posting or website that does an adequate jobe of explaining a callout? Thanks! -- Rusty Tag: Managing Products Tag: 85516
  - 16
    - Outlook's CRM Email (Category / Sub Category) We are in the process of moving from 1.2 to 3.0 and I've noticed a great discrepancy between the two versions when it comes to the Outlook integration. Previously the form for creating a new CRM email would be the same web form that was used by the web interface, which included among other things the category and sub category. Every one of our emails has a category, in fact we had to manually adjust the aspx file on every client because the subjects come from a pick list. Is this a glaring hole in Microsoft's new CRM? Does anyone have a work-around? Tag: Managing Products Tag: 85513
  - 17
    - copy value of regarding field in the to field I created a custom entity for students. On that custom entity it is not possible to send an e-mail using the e-mail activity. The "to" field is not filled. Is it possible to populate the value of the regarding field to the "To" field? Tag: Managing Products Tag: 85508
  - 18
    - Update Rollup 2 and Terminal Server I've been using the terminstall.cmd script that MS put together for installing CRM 3 for Outlook on Terminal Server. How should I install the UR 2 on Terminal Server? I can't find any direction on this so any hints would be greatly appreciated! Thanks. Tag: Managing Products Tag: 85507
  - 19
    - Sub-companies I have been asked to investigate whether it's possible for one account to be linked to more than one account as a sub-company. The standard screen only permits one link to be made, but just wonder if anyone knows of a straight-forward way to do this. Thanks Tag: Managing Products Tag: 85505
  - 20
    - A feature to create sub-campaigns under a campaign would help. A campaign may have several sub iterations and the targeted audience will vary for each. The frequency will be one session per week. Some of these sessions will have multiple iterations stretching over weeks. So a feature to create sub-campaigns under a major campaign will be helpful. ---------------- 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=b45a015a-5edd-473f-9983-ef3c7780b748&dg=microsoft.public.crm Tag: Managing Products Tag: 85494
  - 21
    - Searchable setting on attribute form vs. xml I need to remove +/- 50 attributes from available fields in Advanced Find for an entity. No problem, open the customization form for the entity, select each attribute and change "Searchable" to No. Oh wait, I have to do this for 50 attributes and I want to go home sometime today. No problem: export the xml for the entity, remove the "ValidForAdvancedFind" value from the "DisplayMask" element of each desired attribute, save the entity xml and re-import back into CRM. Wait a minute; every attribute that was altered in the just-imported xml file still has "Searchable" set to Yes. In fact if I re-export the xml for the entity, all the ValidForAdvancedFind instances I removed are back... grrr. Is this behavior by design or an anomaly I am experiencing? Has anyone else been able to remove attributes from Advanced Find by editing and re-importing the entity xml? Changing the Searchable setting to No works, but I seriously don't want to go through each one (the test server is *slow*). I have service rollup 1 installed... haven't gotten around to rollup 2. If the answer is no, at least I will know. The bummer is that if importing the modified xml doesn't work, I will have to repeat the manual process for each attribute on the production server after making the changes on the test server. Tag: Managing Products Tag: 85485
  - 22
    - Lookup View - under tasks Hi When creating a new task for a contact/account there is a field called regarding which is a lookup. by default the entity it looks up is accounts. Is it possible to change the default entity and also the fields that this view shows. i would really appreciate advice on this. thanks heaps in advance kind regards Ridhima Tag: Managing Products Tag: 85484
  - 23
    - Relationship Start and End Dates One shortcoming for us with regard to CustomerRelationships is the inability to specify start and end dates for a relationship. It's been proposed that we create a custom entity to replace out-of-box CustomerRelationships, but if Titan addresses the dates issue I'd rather use the standard entity. Does anyone know if Titan will allow us to specify start and end dates for a relationship? Thanks! Tag: Managing Products Tag: 85476
  - 24
    - Offering a part-time job I am seeking cooperator, part-time job and gaining much profits. We are from China. And our business is internation trade by internet for many years. Our products is best selling in Europe. And Our products have Top quality. Now we are seeking cooperators in Europe. If you do this business, you will gain eur1000 to eur3000 per month. We provide products and pay shipping cost. It is easy, and you do it only by internet. This is a opporunity. Please contact me if you have any question, we can talking for detail. MSN: mini_liang@hotmail.com E-MAIL: mini_liang@163.com Tag: Managing Products Tag: 85474
  - 25
    - Assigning a default value to a lookup. I have a client that only has one unit of measure (Each) and would like to have this value set at default when creating new quote and opportunity products. I spent some time looking into this and have not determined how to control lookups at all except clearing them. Any suggestions would be appreciated. Thanks, Wayne. Tag: Managing Products Tag: 85473

Hi group,

when I go to the Products in Microsoft CRM -> Sales area in Outlook, I can
only see products, but can't manage them.
I know I can go to http://crmserver:5555 and manage products from there, but
for that I need my Outlook to be closed.
Any way to make it working from Outlook client?
The cleint is somehow "tired" of closing and launching Outlook again and
again.

Thanks for your help,
Jevgenij

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