Migration BCM to CRM 3.0

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  - 1
    - Can I resale my licenses for CRM 3.0? I think we leaped into something that we weren't expecting as far as total investment to fully-customize and launch CRM 3.0. We're considering putting the project on hold indefinitely but have 10 licenses (3 yr CALs) and are wondering if we can resale those licenses and if so, how would we go about doing it. I think CRM is wonderful, we just got the cart a little ahead of the horse on this one. Any input would be greatly appreciated. Tag: Migration BCM to CRM 3.0 Tag: 64335
  - 2
    - CRM Data Access using RSS I installed "MS CRM 3.0 Data Access using RSS" successfully, but I have a questions as follow: - This tools create RSS for all CRM User "Views" over all entities, after I create a view in an entity and customize it's columns, this view is appear in RSS list, now I want to all Customized Columns in this view appear in the RSS results, this issue is Okey for some columns which have Pick List and boolean type but Text fields(column) was not show in rss result list ?! -- Mohsen Ahmadi, msnahm@hotmail.com IR-0912 *** **** Tag: Migration BCM to CRM 3.0 Tag: 64333
  - 3
    - fetchxml to dataset vb.net I have the following code which makes a fetchxml query and actually does return all of the data I want: Dim service As New CrmService() service.Credentials =3D System.Net.CredentialCache.DefaultCredentials Dim fetch1 As String =3D _ "<fetch mapping=3D'logical'>" + _ "<entity name=3D'salesorderdetail'>" + _ "<all-attributes/>" + _ "</entity>" + _ "</fetch>" Dim result1 As String =3D service.Fetch(fetch1) Response.Write(result1) Dim ds As New DataSet Dim xmlrder As System.Xml.XmlTextReader xmlrder =3D New System.Xml.XmlTextReader(result1,System.Xml.XmlNodeType.Element, Nothing) xmlrder.Read() 'skip the resultset (root) node xmlrder.Read() ds.ReadXml(xmlrder) DataGrid1.DataSource =3D ds DataGrid1.DataBind() This returns the following xml: <resultset morerecords=3D'0' paging-cookie=3D'$1$$salesorderdetail$salesorderdetailid$1$0$38${A374B557-3= 310-DB11-A586-0003FF210EF6}$!$salesorderdetail$salesorderdetailid$1$0$38${E= 8AC4783-3310-DB11-A586-0003FF210EF6}$'> <result> **<salesorderdetailid>{guid}</salesorderdetailid> **<salesorderid>{guid}</salesorderid> <salesrepid name=3D'Shaine Fisher' dsc=3D'0'>{guid}</salesrepid> <isproductoverridden name=3D'Existing'>0</isproductoverridden> <iscopied name=3D'Yes'>1</iscopied> <uomid name=3D'1' dsc=3D'0'>{guid}</uomid> <productid name=3D' itemname' dsc=3D'0'>{guid}</productid> <quantity formattedvalue=3D'1.00000'>1</quantity> <pricingerrorcode formattedvalue=3D'0'>0</pricingerrorcode> <volumediscountamount formattedvalue=3D'=A30.00'>0</volumediscountamount> <priceperunit formattedvalue=3D'=A30.0>0.0</priceperunit> <baseamount formattedvalue=3D'=A30.0>0.0</baseamount> <extendedamount formattedvalue=3D'=A30.0>0.0</extendedamount> <ispriceoverridden name=3D'Use Default'>0</ispriceoverridden> <createdon time=3D'5:44 PM' date=3D'10/07/2006'>2006-07-10T17:44:25+01:00</createdon> <createdby name=3D'user dsc=3D'0'>{guid}</createdby> <modifiedby name=3D'user' dsc=3D'0'>{guid}</modifiedby> <modifiedon time=3D'5:44 PM' date=3D'10/07/2006'>2006-07-10T17:44:25+01:00</modifiedon> <willcall name=3D'Address'>0</willcall> <salesorderstatecode formattedvalue=3D'0'>0</salesorderstatecode> **<owningbusinessunit>{guid}</owningbusinessunit> **<owninguser>{guid}</owninguser> <salesorderispricelocked name=3D'Yes'>1</salesorderispricelocked> </result> </resultset> Now then, the rows marked with ** are showed in the datagrid, none of the others show, it appears to just show rows without attributes, now what I actually want is to display the products in each result in a row. So ideally I would want product name, price per unit, quantity, item total. Formatted values preferred, but if not then I can format them through the datagrid. I already know how to alter the query to just return the rows I need, but how do I display them. How do I get from where I am, to where I want to be, please. Regards Shaine BTW this would not be an issue if I could use salesorderdetail on a custom entity form, or have I missed a cricial bit of functionality. I tried to do it through the web app, and its not in the list of available stuff, and I exported the custom entity altered the props of the form (fetchxml query, returning entity id etc), reimported it, but when I run it I get one of those "an error has occured, contact your admin" messages, so I decided it wasn't worth it. AND... I know I can do it by querying the database directly, but I would like to stay on officially supported ground if possible. Tag: Migration BCM to CRM 3.0 Tag: 64328
  - 4
    - CRM support for recurring appointments in Outlook I am surprised that CRM 3.0 does not support recurring appointments created in Outlook. I attended the March CRM 3.0 launch event in St. Louis and heard that CRM and Outlook where fully integrated. Guess that was marketing hype. This is dissapointing news for our sales reps. Jim ---------------- 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=6e39cd06-830f-4d20-ba0a-ca8c64bc247e&dg=microsoft.public.crm Tag: Migration BCM to CRM 3.0 Tag: 64327
  - 5
    - Unauthorized exception (retrieve function under a callout) I need help for a problem that I cannot figure out for a week. The problem is; I have modified the sample code for callout which is called CalloutSample. I have modified the PreSetState function and set it to work for my own entity called "new_incident_detail". In the code, I need to retrieve another entity; however, when I use the retrieve function I get an "Unauthorized Exception". The log for that exception is: "Error: ISV code aborted operation: assembly: Microsoft.Crm.Sdk.FullSample.CalloutSample.dll; class: Microsoft.Crm.Sdk.FullSample.Callouts.CalloutSample; entity: new_incident_detail, event: presetstate, error message from ISV code: Exception = Ä°stek baÅ?arÄ±sÄ±z oldu, HTTP durumu: 401: Unauthorized. I want to clarify a few points; 1- I use an "administrator" account for the CRM service, which I declare it as follows; CrmService service = new CrmService(); service.Credentials = new System.Net.NetworkCredential(username,password,domain); 2- The function and user that I use in this code certainly works in either â??workflow assemblyâ?? or â??aspxâ?? page. 3- Callout code works fine without any function that uses Crm service. 4- I use CRM 3.0 Turkish version. Thank you in advance! Best Regards Semih Tag: Migration BCM to CRM 3.0 Tag: 64322
  - 6
    - Write lock on Entity Hi Guys, I need to know if it is possible for a user to obtain a write lock on an entity. I wnat only the first user to open an Account for example to be able to edit that account. if three more users open the account while the first user has the write lock then those users can't esit any fields on the account. when the user which had the write lock save and exists the account then the next user in the "Que" gets permisions to edit the fields and save his data and so it continues. Is this possible to firstly find out if any other users have opened an account and then to set all fields to unedditable Thanks Will Tag: Migration BCM to CRM 3.0 Tag: 64321
  - 7
    - Change Price List Item Amount Is it possible to change the Price List Item Amount? We only get the information in the preview pane, but we can't update it. Thank's Tag: Migration BCM to CRM 3.0 Tag: 64320
  - 8
    - Migration of Activities with status Completed Hi, using the DMF, all records in cdf_fax en cdf_letter are not migrated when they have statecode 1 (completed). If I just change this to 0 (Open) they migrate without a problem. The error in the log says : Failed to migrate object: Server was unable to process request. Any help would be greatly appreciated ! Tag: Migration BCM to CRM 3.0 Tag: 64318
  - 9
    - The xml page cannot be displayed. I run IE and get follow error: ------------------------------------------------------ The XML page cannot be displayed Cannot view XML input using XSL style sheet. Please correct the error and then click the Refresh button, or try again later. A name was started with an invalid character. Error processing resource 'http://xerox/loader.aspx'. Line 1, Position 2 <%@ Page language="c#" Inherits="Microsoft.Crm.Web.Loader" CodeBehind="Microsoft.Crm.Application.Pages.dll" %> -^ --------------------------------------------------------- Site in a trusted zone, checkbox in security settings Access data sources across domains is checked. Guys I ve already spent whole week for it, no solution at all. Tag: Migration BCM to CRM 3.0 Tag: 64317
  - 10
    - Outlook Client: Actual end date set to Tracking date When promoting an Email from Outlook to CRM 3.0 it sets the Actual en date to the date I promote the Email. In v1.2 this used to be the date the Email was received. Now my customer loses the chronological order of incoming Email unless all Emails are promoted on the day of reception. This is not possible for him. Any ideas are welcome. Roel Tag: Migration BCM to CRM 3.0 Tag: 64316
  - 11
    - Import 1.2 Workflow rules into 3.0 Does anyone know how I can import my 1.2 workflow rules into version 3.0? I am receiving an error in 3.0 that my 1.2 xml workflow file is unsupported. Thanks, Rhett Tag: Migration BCM to CRM 3.0 Tag: 64314
  - 12
    - Two language sort and search Hi. We have Russuan version CRM 3.0. Accordingly we have Russian alphabet to fast search account and contact on first simbol of name. (It is on the bottom part of default page). But some accounts have English name. Managers want to see English alphabet too. Can i add English alphabet beside Russian? Thank you! Tag: Migration BCM to CRM 3.0 Tag: 64312
  - 13
    - Client Side Scripting / onChange / Access other data than crmForm. Hello all My question may sound a bit weared: How do I access data in a CRM Form onChange Event from another (custom) Entity? Step by Step: The "Quote Detail" Entity has its main application form. There I need to do some calculations, e.g. var exchangerate = 1.56; crmForm.all.priceperunit.DataValue = crmForm.all.foreigncurrency.DataValue * exchangerate How can I access the exchange rate dynamically from my custom entity "new_currency" It is not possible to create a relation between new_currency and quotedetail!? And I do not need such a relation, neither an attribute in every quote detail with the exchange rate. I just need to access the exchange rate at runtime for calculation purposes. Tag: Migration BCM to CRM 3.0 Tag: 64309
  - 14
    - CRM connection to subsidiary Hi, we have introduced MS CRM with an own CRM Server. On this CRM Server we have also implemented a SQL Server. Additionally we use an own Exchange Server 2003 and Active Directory. In near future we face the CRM connection to our subsidiary which has to get access to our CRM system. They have their own Exchange Server 2003 but should - if possible - not have an own CRM Server. Has anyone experience regarding this problem and give us some advice? Is a CRM-connection to our subsidiary with these conditions possible? Thank you very much for your help!! Angela Tag: Migration BCM to CRM 3.0 Tag: 64307
  - 15
    - I don't want license for some users... Is there any way to have active users without license? My service manager needs to plan services. Services are processed by service staff. This staff don't need to work in CRM (no licenses for them) but they are people and I want them to have in system as users which can be attached to work group. Is it possible? Or should I use equipment object to add people there? Tag: Migration BCM to CRM 3.0 Tag: 64300
  - 16
    - CRM Client will not go back online On my notebook, I went offline, and found none of the Contacts are there - and now, I am connected back to the LAN, and it is saying that the CRM Server is unavailable, and will not go back online? Any help would be appreciated. Tag: Migration BCM to CRM 3.0 Tag: 64298
  - 17
    - I used CRM 1.1 and was very unhappy; Now on Salesforce.com. How's I was really dissapointed with the 1.1 version of MS CRM but now I am curious how happy you all are with the new MS CRM? Thanks and regards, RenÃ© Theil Tag: Migration BCM to CRM 3.0 Tag: 64293
  - 18
    - Opportunity Close - Adding Feilds I would like to add 2 more feilds to the Opportunity Close page. Unfortunatly I can't seem to find the form or attributes for this entity. Some advise would be helpful! -- Play''s well with others! :p Tag: Migration BCM to CRM 3.0 Tag: 64292
  - 19
    - Unable to Share Parent Contacts Hello - has anyone had an issues with sharing Parent Contacts that have sub contacts attached? I have found that the subcontact can be shared no problem and when you disassociate the parent contact with the subcontact - it too can be shared. The problem seems to lie in the fact that that as long as a parent contact has associated sub-contacts - it cannot be shared: The following error message occurs: A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again. Tag: Migration BCM to CRM 3.0 Tag: 64291
  - 20
    - Business Data Lookup I have installed the Business Data Lookup add on which is supposed to allow CRM data to be inserted into office documents such as a Word file. Inside of Word 2003, I see a "Insert from CRM" button, but when I click on it, nothing happens. It is just clicked, but no options come up after that. Is this a bug? --- Brandon Office Equipment & Supplies http://www.presentationsdirect.com Tag: Migration BCM to CRM 3.0 Tag: 64285
  - 21
    - Regarding Multiple Records in an Email I am about to lose a deal to Salesforce.com. Apparently they have a way to regard multiple records, and CRM 3.0 does not. I have a prospect that frequently emails a customer about 3 vendors products (Vendor A, B, and C). In order for them to quickly answer a particular Vendorâ??s call on the status of a client, we need to be able to attach that email to not only the customer/contact, but also all of the Vendors (A, B and C) that the email was related to. Any ideas? Tag: Migration BCM to CRM 3.0 Tag: 64283
  - 22
    - AttributeMap table can't be cleaned with MSCRMDeletionService Hello, I'm getting errors in my event log whenever the MSCRMDeletionService is run. Error: Deletion Service failed to clean up some tables. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. I ran the service using the console and I found that the AttributeMap table is the culprit. I believe this problem was a result of an earlier problem that I encountered. Here's the issue description of the error and the workaround. MS should be aware that CRM allowed me to remove a custom attribute that was being used in relationship mappings. CRM ISSUE----------------------------------- "Query Builder Error - No Attribute" when viewing relationship mappings ----------------------------------------------------- This error occurs when an attribute that was previous mapped to another entity was deleted from the entity. apparently CRM doesn't automatically remove the relationship mappings! Workaround: turn on developer errors so you can see what attribute is missing. Re-add the attribute. Delete the mappings. Delete the attribute again. here's a sample: 'Quote' entity doesn't contain attribute with Name = 'new_pcgprojectnumber'. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: Microsoft.Crm.Metadata.AttributeMetadataNotFoundException: 'Quote' entity doesn't contain attribute with Name = 'new_pcgprojectnumber'. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. END CRM ISSUE----------------- I've added the suspect attribute back into the quote, order, invoice entities where they originally added. I still get the error when it tries to clean up the AttributeMap table. Does anyone know how I can troubleshoot this error? I would image there's an orphaned attribute that is causing the problem. Thanks, Brian Tag: Migration BCM to CRM 3.0 Tag: 64282
  - 23
    - Report server and crm database This is a multi-part message in MIME format. ------=_NextPart_000_0019_01C6A4FC.DEAF92C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Here is my scenario. I have deployed CRM professional to the test environment. It is working = ok. I need to deploy to production. The current reporting server that is = running Microsoft SQL server 2000 will be decommissioned in a few months = or so. So if I use this server I will need to change the report server = URL Also, the database server that is on production (also SQL 2000 = running on Windows 2000 Server) will be replaced (may be with another = name) in about 7 months due to planned upgrade. Given this situation, if I deploy CRM to production now, is there a way = to change the report server and/or the CRM database in the future when I = need to? If it is possible to change these components to point to = different server, how? The CRM will be running on Windows Server 2003 = and clients will use a mixture of Web and Outlook 2003. Thank you! OD ------=_NextPart_000_0019_01C6A4FC.DEAF92C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2912" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>Here is my scenario.</FONT></DIV> <DIV><FONT face=3DArial size=3D2>I have deployed CRM professional to the = test=20 environment. It is working ok. I need to deploy to production. The = current=20 reporting server that is running Microsoft SQL server 2000 will be=20 decommissioned in a few months or so. So if I use this server I will = need to=20 change the report server URL Also, the database server that is on = production=20 (also SQL 2000 running on Windows 2000 Server) will be replaced = (may be=20 with another name) in about 7 months due to planned = upgrade.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Given this situation, if I deploy CRM = to production=20 now, is there a way to change the report server and/or the CRM database = in the=20 future when I need to? If it is possible to change these components to = point to=20 different server, how? The CRM will be running on Windows Server 2003 = and=20 clients will use a mixture of Web and Outlook 2003.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Thank you!</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>OD</FONT></DIV> <DIV> <SPAN = id=3D__#Ath#SignaturePos__></SPAN> </DIV></BODY></HTML> ------=_NextPart_000_0019_01C6A4FC.DEAF92C0-- Tag: Migration BCM to CRM 3.0 Tag: 64281
  - 24
    - Stupid Question: Where to buy CRM 3.0? Hi, I am in Canada. We are planning to buy CRM 3.0 SBE, and instll it on our own SBS 2003 server. But I did not find where to buy CRM server license and user cAL. Any suggestions? Thanks, Cindy Tag: Migration BCM to CRM 3.0 Tag: 64279
  - 25
    - CRM 3.0 Account Last Contact Date I can't seem to find out how to filter accounts by last contact date. We need to be able to filter those accounts that have not been contacted recently, so we can call them. Tag: Migration BCM to CRM 3.0 Tag: 64277
- Next
  - 1
    - Access CRM Templates from Outlook Client Hi: I see it written in CRM Help: Microsoft CRM mail folders You can use the Microsoft CRM folders to create and access records in Outlook and Microsoft CRM that use the Microsoft CRM activity forms. If you create records when you are working offline, they are synchronized to the Microsoft CRM server when you go online. This method gives you other conveniences, such as access to e-mail templates. Do you know the steps to access the CRM templates from Outlook? Thanks, Chris Tag: Migration BCM to CRM 3.0 Tag: 64273
  - 2
    - Recurring Outlook Appointments & CRM 3.0 Does CRM 3.0 support Recurring Appointments. That is, if a user setups a recurring appointment in Outlook, will it show up in CRM 3.0. (This is Not supported in 1.2) Thanks, Jim Tag: Migration BCM to CRM 3.0 Tag: 64272
  - 3
    - Help on Queue - Take II Hi, Can someone explain me and help me out about how to get the queue system working? im not getting it... * When i try to send a email to: support@mydomain.com <-- this didnt work out... the email dont get on the queue to assign later on... in the email router i have estabelish a rule for support@mydomain.com to the crm user that have the queue... * When i try to send a email to: support@mydomain.com; myuser@mydomain.com <-- this works .. the mail gets in the user queue and is assigned to my user... * if i try send a email to support@mydomain.com ; anotheruser@mydomain.com this doesnt works.. the email dont get in the queue and not even assigned to the user.. he even dont enter the system... * if i send a email to anotheruser@mydomain.com he enter the system and get assigned (on the queue) to the user... I mean is it possible to have a email like support@mydomain.com that could queue emails that we could assign later?... this not seems to work out... the email need to get assigned to myuser to enter the queue.. weird :( ps: i tried using outlook Tag: Migration BCM to CRM 3.0 Tag: 64271
  - 4
    - Domain Conflict Hi, Recently we have installed CRM 3.0 on a new domain since the beta was running on our existing company domain. To inegrate CRM outlook online version and to connect to the crm server, is it mandatory to have both the domains(the CRM domain and our company domain) same? Regards, George Tag: Migration BCM to CRM 3.0 Tag: 64270
  - 5
    - Address Label I want to add a button to the contact and order forms which will extract the name and address fields and automaticaly insert them into a template. I would like the template to format as a label which can go directly to a specific printer (label printer). Any ideas, or has anyone done this before? Tag: Migration BCM to CRM 3.0 Tag: 64261
  - 6
    - CRM Toolbar Missing.. cant add back in We have 70 of our salesmen using the outlook client. One of them is having a problem that I cant figure out. His toolbar is missing so crm doesnt work. I have tried adding it back in and it gives me this error. "An error occured loading Microsoft CRM Functionality. Try restarting Microsoft Outlook. Contact your system administrator if errors persist." this error pops up in a grey application window. Then if i click on one of the crm folders, everything except the content of the page loads up. "Page title and navigation, search boxes, etc." When it gets to trying to load the list of records it gives me this error. "An error occured loading Microsoft CRM functionality, Try restarting Outlook. Contact your system administrator if errors persist" this error has a yellow background. Please help if you cant, I am stumped. josh Tag: Migration BCM to CRM 3.0 Tag: 64260
  - 7
    - Print security rols matrix Is there any way of printing a report detailing each of the privelages associated with each of the security roles set up in the MS CRM system It is a lot easier to use a report then flick between roles on the sceen Tag: Migration BCM to CRM 3.0 Tag: 64257
  - 8
    - Urgent Help Workflow Error Hi Guys, Have a workflow which has been working fone for weeks. The System is due to go live today and now I'm getting the following error. I think it could be corrupt MetaData. "Error code = 80042c23.Platform evaluation engine error. Workflow could not retrieve information to perform the 'update' action. Thanks for any help Tag: Migration BCM to CRM 3.0 Tag: 64255
  - 9
    - Use relationships with leads Hallo to all, i want to use, the customer relationships that we use with accounts and constacts, with leads as well. Is it possible? Thank you in advance, Vasiliki Sioti Tag: Migration BCM to CRM 3.0 Tag: 64254
  - 10
    - Going offline and Contacts not showing I have the CRM client installed on my notebook, and when I go offline, everything is there, except for the Contacts. Any help would be appreciated. Tag: Migration BCM to CRM 3.0 Tag: 64249
  - 11
    - Mapping Failure Hi My attempt at mapping, to allow information transfer from lead to both opportunities and companies, has failed to some degree. The mapping works for opportunities but not for companies, despite the identical process I have followed. The attribute mapping is for a picklist. Any help would be greatly appreciated. Tag: Migration BCM to CRM 3.0 Tag: 64247
  - 12
    - Internal e-mail in queue (in CRM 3.0) Sorry if i am repeating it , i tried but couldnt find the answer. I can get the external e-mail in queue but not internal e-mail in CRM 3.0. Is there any work around?, i did something wrong , or this is the way , it works :0) regards / Aami Tag: Migration BCM to CRM 3.0 Tag: 64243
  - 13
    - The IE closes automatically when I access the CRM site. Hi all, I installed the MS CRM 3.0 just now. I opened the IE and tried to access http://crmwebsitename. But when I inputed domain account name and password, the IE closed automatically! Why? Thanks in advance. Alan Tag: Migration BCM to CRM 3.0 Tag: 64240
  - 14
    - Activities associated to a new entity I created a new entity that is child of account. Is it possible to create activities to this new entity and they appear in the account activities??? Tag: Migration BCM to CRM 3.0 Tag: 64238
  - 15
    - Email Template in Campaign Activity not available We're trying to use an e-mail template in a campaign activity, but we can't find the appropriate button in the form. Does it mean that the use of a template is not directly available in a campaign activity (email type)? We're able to use a template only in we create an email activity from the "Activity" menu... Thank's Alessandra Tag: Migration BCM to CRM 3.0 Tag: 64235
  - 16
    - Difference between Teams and Business Units Hi, We are trying to implement CRM 3.0.Our sales teams are divided in to four groups and we would like to restrict their record access groupwise . Each team consists of a Manager and few executives. Even though I have created teams and added the corresponding members, every one can see all the records. Do I have to create a business unit to solve this? Regards, George Tag: Migration BCM to CRM 3.0 Tag: 64230
  - 17
    - Showing entities in an iFrame var navActivityHistory; navActivityHistory = document.all.navActivityHistory; if (navActivityHistory != null) { navActivityHistory.style.display = "none"; document.all.IFRAME_HistoryFrame.src="/sfa/conts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=2&security=852023&tabSet=areaActivityHistory"; } else { alert("navHistory Not Found"); } The above code is used to retrieve specific information into an iFrame.Can anyone tell me what the variable "navActivityHistory" is used for?? Is it a pre-defined variable in CRM?? why r we using it in "document.all.*". And,what is tabset...can u give a brief description about this!!! Thank You Chaitanya. Tag: Migration BCM to CRM 3.0 Tag: 64226
  - 18
    - Retrieving attributes of entity in an m:n relationship into an iFr How can we retrieve the attributes of an entity in an m:n relationship? for example: we are creating some products.We are creating some opportunities for an account.Now,we're associating the products to these opportunities through opportunityproducts. Now,i want to display all the products related to an opportunity in an iFrame.And,viceversa.But,as opportunityproduct is used as mediator to create this m:n relationship between products and Opportunities,we are unable to fetch the details of products/opportunities into the iFrame.Please help me in this regard. Regards, Chaitanya. Tag: Migration BCM to CRM 3.0 Tag: 64225
  - 19
    - Associated View display Inactive Entity Hi All, Just want to ask, how to set Associated View of Certain Entity to display just the Active Entity. Currently I notice that in a parental relationship, the associated view display all the child entity including Active and Inactive. Is it possible to configure that associated view just display Active Child Entity? Thank you. Tag: Migration BCM to CRM 3.0 Tag: 64215
  - 20
    - Error sending email from workflow I created a workflow that will send out an email when an entity is created/assigned. But the email is not sent. Checked the log in the workflow monitor, got error: Error code = 80049306. Access is denied. I checked that email is working by creating an email activity, send it to the same user as the workflow and it works fine. Why is it that it works fine when i create an email activity, but it does not work when sending from workflow? The workflow are created with a CRM user. I got other workflows e.g. to update an entity, and those works fine. Only having problem with sending email. Tag: Migration BCM to CRM 3.0 Tag: 64213
  - 21
    - Upgrading 1.2 to 3.0 We Planning to upgrade CRM 1.2 to 3.0 for our clients. We are trying to create a developer environment and perform the update. My question is if we go this route how can we install 1.2 on this dev servers (Key is unique as per domain). Can we have DEV or temp key for that particular domain? If YES... HOW? On the other hand if we install a fresh copy of 3.0 what is the process of data integration from old to new DB and what kinid of information we may loose throught this route. Thanks. Tag: Migration BCM to CRM 3.0 Tag: 64210
  - 22
    - ICRM Reporting of Shared Users on a client Is there a report which can be printed showing which users have been granted access to a particular client/record within ICRM? I looked at the dynamic worksheet exporting but it didn't appear to have a column which you could add for shared users on each record. Tag: Migration BCM to CRM 3.0 Tag: 64208
  - 23
    - updating a custom field in Accounts from another SQL database Is there any safe way to update a custom field in the Accounts on CRM without using .Net programming or expensive software like Scribe. We need to update a flag custom field using info from another database. I know how to do it using ODBC link in Access to the CRM table, but I also know this is not recommended due to security in CRM. But we do not have any other options right now. Giving that this is not part of the default fields in CRM, and we are only updating not adding or deleting, are there really any issues to worry about. If so, is there another option. Thanks, Malcolm Tag: Migration BCM to CRM 3.0 Tag: 64206
  - 24
    - Leads Customization First off I want to thank the help I've received so far, you have all been helpful. But I have yet another question! I'm working with customizing the Leads entity and I want to add the "Phone Call" icon to the top menu bar next to attachment and Send Email. I just want the icon to link to a New Activity Phone Call, so that the agents that go through their leads in the morning can easily log phone calls. I also want to add a "Completed" button to the menu of the Phone Call activity screen. What is the best way to go about this? Thanks, LJD Tag: Migration BCM to CRM 3.0 Tag: 64203
  - 25
    - Include a custom entity in CRM marketing lists and campaigns It is possible to add a custom entity in CRM marketing lists and campaigns? Tag: Migration BCM to CRM 3.0 Tag: 64199

Hello,
I'm working on the migration from BCM to CRM.
I installed Data Migration Pack and ran it.
I successed the 8 checks and I maped correctly the users and the
territories. But when I launch Configure I have an unexpected error.
In the log file I have:
...
7/12/2006 10:51:24 AM------>Next Screen Request: From ConfigurationSummary
screen To ConfigureCRM screen
7/12/2006 10:51:24 AM------>Initializing CDF database...
7/12/2006 10:51:37 AM------>Resolving Outlook with Business Contact Manager
configuration IDs to Microsoft CRM
7/12/2006 10:51:37 AM------>Application Terminated: Unable to write into CDF
database.
7/12/2006 10:51:37 AM------>Application Terminated: Unable to resolve CDF
database IDs
I don't how to resolve this problem!!!

Thanks

Remy

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