DMF Migration Issue - Phone Call Activities

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- Previous
  - 1
    - Query on Notes? Is there a way to query the CRM database for Notes information? I have been unable to locate any table that stores the notes information for service cases. Tag: DMF Migration Issue - Phone Call Activities Tag: 65236
  - 2
    - DMF - Migrating Appointments / Meetings I have read in the help guide for the DMF that one can not migrate Appointments / Meetings using this tool. Is there another way to migrate appointments directly into the MSCRM Database ? Tag: DMF Migration Issue - Phone Call Activities Tag: 65235
  - 3
    - Delete relationship role Is this possible? I cant find the delete option anywhere. Thanks. Tag: DMF Migration Issue - Phone Call Activities Tag: 65231
  - 4
    - Search Across entities Hi, When a user does a search across entites Is there a way to retun the fields from the related enities For example : Find all contacts associated with accounts called 'Tom' , can you return fields from the account entity Tag: DMF Migration Issue - Phone Call Activities Tag: 65229
  - 5
    - Submit website form info to CRM Hi, I'm a newbie to this CRM. I'm using PHP on my website and sending leads to Sales Force using forms on our website. We're moving to the Microsoft CRM now and I'm not sure how to POST web form info the CRM. What page do I post to? And how does it work? Do I need to run an ASP page? thanks for any help. Tag: DMF Migration Issue - Phone Call Activities Tag: 65214
  - 6
    - Workfow action: save? Question - can a manual workflow save a record before performing other actions, such as sending an email? My users enter information into an Account's comment box, and then Apply Rule to start this workflow. The main action in the workflow is sending an email containing the account's information. The problem is that they often forget to save the record before applying the rule, which causes all of their changes (since the last save) to be lost. I've tried adding an action to change the Status to Active (which it already is) but that doesn't help. Is this issue limited to the ntext field in which they are working, or would the same behavior occur to strings, picklists, etc? This is a CRM 1.2 environment. Thanks in advance, Stephen Sayler Tag: DMF Migration Issue - Phone Call Activities Tag: 65210
  - 7
    - Network Load Balancing There is documentation that details how to install CRM 3.0 in an NLB environment, however that assumes that we want to use the NLB functionality built-in to Windows 2003. What other NLB based environments does it work with? Can they use Cisco equipment etc? Has anyone else implemented CRM in an NLB environment using a product like Cisco etc? Tag: DMF Migration Issue - Phone Call Activities Tag: 65208
  - 8
    - Populating data from one CRM field to another. (CRM 3.0) Hello, I have a custom field in Accounts. This field is called "discount" and it holds a number from 0-100. I have created a matching feild in Opportunities. When ever some one opens an Opportunity I want the discount field to be populated with the value from the discount field from the Account that the Opportunity belongs to. I have some ideas but I know I need a lot of help. For starters I figured I would use an OnLoad from Opportunities to check the Discount field from the Account and make opportunity discount field equal that value. crmForm.all.CFCRevSoftwareNet.DataValue= crmForm.account.FCIDiscount.DataValue; I don't actually know if I can pull from different places. For example, above I'm trying to take data from Account and put it in Opportunities. And my code does not know how check which particular account it should be grabbing the discount value from. Could some one show me the code to check value in field Account from Opportunity and then dump that value (an account name) into the code to pull the discount value from the correct Account. Or if some one thinks there's a better way I'd love to hear your ideas. Thanks! Eric Tag: DMF Migration Issue - Phone Call Activities Tag: 65194
  - 9
    - quote/lead/account question Our sales model is such that one or more quotes are presented in order to 'win' the account. They would prefer to not convert a lead/opportunity to an account until a Quote is accepted. It looks like CRM requires an account in order to create a quote, using that model they would have numerous accounts in the system that are not really accounts? Am I missing how this should flow in CRM? does anyone have a better suggestion. I'm considering adding a custom field to the account entity to indicate if the account is 'closed' and try filtering a number of views. Help... Tag: DMF Migration Issue - Phone Call Activities Tag: 65193
  - 10
    - Feature request - advanced find record counter Would like to have a field that showed the 'returned result' of an advanced find. Currently when you execute an advanced find you don't know if your query returned 500 records or 5000 without scrolling from page to page and adding them up manually. ---------------- 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=aabec88a-200d-4b3b-b9e8-9b372934f909&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65192
  - 11
    - Feature Request - hiding items not used on the Navigation Pane Customers who do not use some features of 3.0 (e.g. Quotes, Invoices, Contracts) would like to hide these items from the menu in order to clean up the screen and there seems to be no easy way to do this. ---------------- 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=8209a229-545c-4ea3-8a89-0e29195a856b&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65191
  - 12
    - Feature request - printing the only the body of an email Unable to print only the body of an email in 3.0 (this was a feature in 1.2) or printing only a selection. The entire email including sender and recipient gets printed which then makes the document print across multiple pages. Right now the only workaround is to copy & paste the selection into word and print from there which is very cumbersome when this has to be done hundreds of times. ---------------- 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=dc155e59-8367-4302-90cf-f7aa7a5f426b&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65190
  - 13
    - Feature request - Bulk edit of Activities I am told by MS Support that currently editing multiple records at one time can only be performed on Accounts, Contacts, Leads & Opportunities. Editing multiple Activities an extremely desirable feature; for instance, if there are 15 activities that did not get completed in time it would be great for a user to be able to extend the due date on all those activities at once instead of having to edit each activity individually. ---------------- 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=47b07230-6002-4702-a41d-245ad631bbe7&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65189
  - 14
    - CRM Web client fails on Lead: Forms and Views I have installed Microsoft CRM 3.0 on a windows 2k3 with the latest service packs and updates, SQL is 2005 and it is also up to date. The system has Sharepoint working fine on SSL, I had a couple of problems during installation so I had to reinstall the CRM a couple of times for it to be installed and working properly, but it now seems ok, users can connect to the server with outlook and with the web browser, but, there is an error while using the web browser: Everytime I go to Settings, Customization, lead, I can add some attributes and it seems to be ok, until I click the Forms and Views link, at this stage the window seems to hung until and error reports: Error An error has occured. For more information, contact your system administrator. The buttons appear as: Try again & cancel Try again takes me back to the same error. Does anyone know why this error Tag: DMF Migration Issue - Phone Call Activities Tag: 65188
  - 15
    - Multiple Attributes - One Relationship I have created a custom Entity - "Inventory" This has a relationship with Accounts which is used to show the location of a piece of hardware - a lookup field is used to choose an account. All good. However I'd also like to have a couple of other lookups for Supplier and Manufacturer. These are both stored in Accounts so they'd need to reference an entry in Accounts again. Is this possible? I know you cannot create multiple relationships between entities but can you create multiple attributes using the one relationship? Tag: DMF Migration Issue - Phone Call Activities Tag: 65187
  - 16
    - How customize the toolbar In the web client for CRM 3.0, how do I customize the primary headers in the toolbar so I can sort more columns? (e.g. Account Name, Primary Contact, Main Phone, etc.) Thanks Tag: DMF Migration Issue - Phone Call Activities Tag: 65186
  - 17
    - Add Custom Field to an Account I am trying to add a custom field to an 'Account' and don't see it appearing after restarting IIS. Here's what I did: Clicked on Goto > Settings > Customization > Customize Entities > Account > Attributes > New (FYI this is a date field called Renewal Date). After saving and publishing, I then restarted IIS on the CRM box, but don;t see the new field in any part of the Account sections. Thoughts? Thanks Tag: DMF Migration Issue - Phone Call Activities Tag: 65185
  - 18
    - Openning two crm web pages simultaneously Hi, Our client is using two crm systems for two different companies that they are servicing. They need to be able to switch between screens quickly, since they may receive calls from both companies simultaneously. However, we know that for some reason you can not open two crm web clients simultaneously. Is there a workaround for this issue, so that they can use two web clients on the same PC? Thanks in advance for any help!! Tag: DMF Migration Issue - Phone Call Activities Tag: 65184
  - 19
    - CRM Desktop Client Find Error We have CRM Desktop Client Installed and when we try to do a find on any custom fields outlook hangs for 5 minutes then we get an internet explorer script error with it pointing to lookupsingle.aspx if you click ok it then finishes with the search. has anyone ran into this before? if we use the laptop client this does not happen. Thanks Tag: DMF Migration Issue - Phone Call Activities Tag: 65183
  - 20
    - Send Email issues in v3.0 Hello. I'm having an issue w/ the Send Email feature in CRM. In particular, if I click Send Email from the toolbar and then click Send again, I'm given an Error and the email doesn't send. It creates the Activity for the email but leaves it as open since it never sent. Has anyone seen this and if so, know how to rectify this issue? -- Thanks. RE Tag: DMF Migration Issue - Phone Call Activities Tag: 65182
  - 21
    - Add items to "Account-screen" When you open an account in Microsoft CRM 3.0, a screen appears with all the information about that account. On the left side of the screen there is a menu with options such as "Information", "Contacts", "More Addresses", "Activities" and "History". There is also a menu "Sales" with the options "Opportunities", "Quotes" and so on. I want to created a custom entity called "Visitor Reports". I want this entity visible in the Sales menu of an account (or Contact). Is that possible? Tag: DMF Migration Issue - Phone Call Activities Tag: 65178
  - 22
    - How to track email send from out look at MSCRM Can any one help me this. I have send an email from outlook folder. But I am not in a position to track the same in MSCRM. Am I missing any thing? Thanks in advance -- S.Ramachandran Hexaware Chennai India Tag: DMF Migration Issue - Phone Call Activities Tag: 65176
  - 23
    - How to bring .rdl files ( customised in .net) in to the MS CRM sys Hi I am very new MSCRM. Can any one help me how to bring the .rdl file from .net to the MS CRM product ? Thanks a lot in advance -- S.Ramachandran Hexaware Chennai India Tag: DMF Migration Issue - Phone Call Activities Tag: 65175
  - 24
    - Campaigns I want to send an email to every person in my contacts and be able to track the responses. I see how I can set up a quick campaign and sent an email to myself but I thought there would be some options for me, as a recipient, to opt out of receiving these emails. I also thought that there would be a more automated response format. Furthermore, when I replied from the email I sent myself and came into work and clicked track in CRM there still shows no response to the campaign. What am I doing wrong? There is very little clear information regarding how to actually do this from start to finish and it is not very intuitive in my opinion. ---------------- 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=de43f8e4-fa34-403d-aad0-ef4ffdc245bd&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65173
  - 25
    - Role Access issue with CRM 1.2 I have a cutstom role in CRM 1.2 that has Organization level rights to Create, Read, & Write contact records. The Problem is that a user assigned this role cannot edit all contact records in the system. I should also say that our current setup of CRM has only one business unit so that is not the issue. With this role users can get to some records not created be them but not all are editable as they should be. Tag: DMF Migration Issue - Phone Call Activities Tag: 65171
- Next
  - 1
    - Impossible add user, authentication error!!! Good morning all, I've just setup microsoft crm 3.0. When I attempt to add a user, I receive an error "Impossible add user through wizard contact support" how I can resolve? Thanks. Tag: DMF Migration Issue - Phone Call Activities Tag: 65169
  - 2
    - Knowledge Base in CRM 3.0 Hi, In MSFT CRM, is it possible to set some approval rule before the article being published? Let say user A create the article and submit it. Once it's being submitted, there is a group of people who can review this article. Then this group of people can approve/reject it. Is it possible? I did not see the WF associated with article/KB. Another problem that i face, after i publish the article, when i browse to KB> search and choose full text search, keyword search, title search for the article that i just created, i could not find the article at all. I can find my solution if i use the subject browse. Is it a bug? Thx Carrie Tag: DMF Migration Issue - Phone Call Activities Tag: 65168
  - 3
    - Tracking salespersons activity Hi, can someone give me a hint how to count the number of calls and emails sent and received by salespersons in CRM ? My objective is to track the activity of salespersons. What is the best approach and if someone has already a finger in this could he help? Thanks pals Tag: DMF Migration Issue - Phone Call Activities Tag: 65164
  - 4
    - Budget Approval Hi, For budget approval in marketing automation, how does it work? Suppose in order to approve the budget, there are some levels that need to approve first before passing to higher level. How can CRM accomodate this? Thx Carrie Tag: DMF Migration Issue - Phone Call Activities Tag: 65163
  - 5
    - Launching Form from another Form Hi guys, I am sure there are a few ways, but what is the preferred way to launch a Form from another? When my user saves a new Case, I want to pop up the Contact form. -Ernst Tag: DMF Migration Issue - Phone Call Activities Tag: 65161
  - 6
    - Email activities should not be closed when received in CRM Hi Mister Microsoft, I think the "this is by design" way to go with the emails being automatically put on the "closed" status when received in CRM through the Exchange Router is not the good approach and I'll explain why: - Most of our clients want to be able to quantify the amount of work done on a particular category for emails, tasks, phone calls, etc. - These clients are HR services in very big institutions and this kind of "quantify" information is very important for them - Actually, when somenone sends an email to a Microsoft CRM user, this email goes through the Exchange Router and arrives in CRM: good; but the main problem is that since this email is not categorized, the person who takes care of it has to categorize it after it has been received! And he/she can't! I think emails should be on "open" status since they receive it and they have to treat it and then, once the action is complete, close it! Why don't the developers at Microsoft do something like this: When an emails gets into CRM, put it on "open" status but disable the following fields: subject & description Hope this suggestion will help someone else... feel free to vote for it because I (and all our clients) think it is something very important. Olivier ---------------- 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=7c092e58-e15c-4bd3-a782-68eedb7425e8&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65158
  - 7
    - Email Templates should have option for attachments There should be an option to attach a file (or files) to a template email. Many of my clients want to use bulk email not just for marketing activities but for things like RFPs, questionaires, newsletters, etc. I understand that this could cause issues by attaching a large file to thousands of email activities, but the option would be nice. Thanks -- Nick ---------------- 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=1ba85a0b-0e36-487e-b040-731a48525f15&dg=microsoft.public.crm Tag: DMF Migration Issue - Phone Call Activities Tag: 65148
  - 8
    - CRM speed enhancement!! Hi all, I thought I would share our finding. By increasing the size of the IIS cache you can gain massive improvement in the CRM load time. Due to the massive improvements we have got, we are in the process of implementing at all of our client sites. To do this you will need to add a registry entry into the following location: HKEY_Local_Machine\System\CurrentControlSet\Services\InetInfo\Parameters Type: DWORD Name: MemCacheSize Value: 5000000 I hope this helps anyone with this issue. Regards, Nathan Warner Tag: DMF Migration Issue - Phone Call Activities Tag: 65146
  - 9
    - Hiding Attributes Hi CRMers, How do I hide or make an attibute invisible? Thanks, Dixon Tag: DMF Migration Issue - Phone Call Activities Tag: 65145
  - 10
    - Hiding contacts Is it possible to hide certain contacts from users? I have tried sharing contacts and assigning permissions to specific users but they still appear under everyone's workplace. Thanks. Tag: DMF Migration Issue - Phone Call Activities Tag: 65143
  - 11
    - How to close a lead Is there a way to close a lead if it's not qualified? I know you can do this for an opportunity though. Thanks Tag: DMF Migration Issue - Phone Call Activities Tag: 65142
  - 12
    - Import Old E-mails into CRM Is there a way to import Outlook e-mails into a CRM lead/opportunity? Tag: DMF Migration Issue - Phone Call Activities Tag: 65141
  - 13
    - Install CRM 3.0 Professional on SBS 2003 I know that CRM 3.0 SBE can only be installed on a SBS 2003 premium edition. But does anybody know if we can install CRM 3.0 Professional on a SBS 2003 Premium? I do not see any reason why it would not work, but I prefer to check first. Thanks! Olivier De Wulf IPSOFACTO IT Services Tag: DMF Migration Issue - Phone Call Activities Tag: 65140
  - 14
    - How To Add Streaming Video to your web-page Adding Streaming video to your web-page is as simple as a few clicks of the mouse with this amazing tool. http://www.ebvalues.com Tag: DMF Migration Issue - Phone Call Activities Tag: 65137
  - 15
    - Subreports don't display in CRM report viewer I have a report that displays a series of subreports. This works fine when I deploy it manually but when I deploy it through CRM none of the subreports are uploaded, therefore they don't display. This is true of an image on the report as well. IF I look at the catalog in the ReportServer database I can see that the manually deployed report is accompanied by the graphic and the subreports in the Catalog table. The additional items are all marked as hiden=true as expected. However when I look at the same report deployed via CRM there is only a record in this table for the report itself and no hidden entries for any of the referenced subreports and graphic. How should I do this - is there a workaround (such as deploying the same report manually into the CRM reports catalog), or am I just doing it wrong? regards, Paul. Tag: DMF Migration Issue - Phone Call Activities Tag: 65136
  - 16
    - Outlook out of office 1. anybody know how to get the out of the office to delay the workflow timers ? 2. Possibly move the system logical manager (during leave period) to another person? Regards -- Warren O Tag: DMF Migration Issue - Phone Call Activities Tag: 65133
  - 17
    - Custom view creation and mass deployment Hi, Is there no way to mass deploy a "my view" created in Advanced find? Regards -- Warren O Tag: DMF Migration Issue - Phone Call Activities Tag: 65129
  - 18
    - Emails Not Showing Up If we send emails from within CRM (and they send fine), shouldn't their replies show up in CRM as well? Ours don't. Any ideas? Thanks Tag: DMF Migration Issue - Phone Call Activities Tag: 65128
  - 19
    - Startup Error with the CRM 3.0 Outlook Client For the past two days, my CRM users are getting an error when they first try to access CRM from Outlook. The error says -- An error has occurred. For more information, contact your system administrator. After restarting Outlook twice, they are able to use CRM without issue. Does anyone know why this error is happening and how I can fix it? Tag: DMF Migration Issue - Phone Call Activities Tag: 65126
  - 20
    - Check Box Creates Null value I have a number of check boxes on a form for which the attributes' default value is no (a value of 0). When the record is created, all check boxes are empty. If the user checks it, the answer is yes (a value of 1). HOWEVER the database value is NULL if I never check the box. The only way I can get a value of 0 is if I check and un-check the box. This problem does not surface if my form is formatted using two radio buttons. This makes the advanced find ineffective. Does anybody have any suggestions that would allow me to keep the more eye friendly check boxes over the radio buttons? Tag: DMF Migration Issue - Phone Call Activities Tag: 65125
  - 21
    - Accounts Corrupt I have two accounts with 100+ contacts. The Activities, History, Opportunities, Quotes, Orders, Invoices, Cases, and Contracts links are all generating excpetion errors when accessed. I tried merging the records with new ones. The new records exhibited the same problems, while the old records' are free of error. Is there a limit to the number of records that can be associated with an account? Tag: DMF Migration Issue - Phone Call Activities Tag: 65121
  - 22
    - Adding Google Map to CRM iFrame (plus dynamic content to URL) Here's a URL for google maps: http://www.google.ca/maps?f=q&hl=en&q= If I were to enter: http://www.google.ca/maps?f=q&hl=en&q= radio beacon inc. loc: toronto It would return the company Radio Beacon Inc. located in Toronto. I can dump this into an iFrame URL but I don't want it to be hardcoded. I would like to pass the Account Name the URL. I've seen some posts but I have not been able to make it work. I hope Michael HÃ¶hne is out there to help me too :) From OnLoad on my Account Form I have added this code: crmForm.all.IFRAME_AccountMap.src = http://www.google.ca/maps?f=q&hl=en&q= + crmForm.all.name.DataValue; AccountMap is my iFrame name is Account Name What I've noticed is that my form doesn't seem to push this data... It's acting as if it only reads what ever I enter in the URL field of the iFrame. So, what I'd like is some code that will dynamically pull the Account Name and fill it in my URL where I need it. After that I might like to add more, such as City. Any help would be excellent! Eric Tag: DMF Migration Issue - Phone Call Activities Tag: 65119
  - 23
    - Creating New Activity Code I am trying to add a new activity code eg. quote given and I am having no luck. Does any one have step by step instructions to create this type, and then have as a choice on a new activity either from an account or contact? Thank you!!!!! Tag: DMF Migration Issue - Phone Call Activities Tag: 65118
  - 24
    - CRM to Excel basics CRM 3.0 and SQL 2005 server are running in the same machine at an active domain different than the active domain from which i'm connecting to the CRM through my client computer. Both computers are in the same private network though. When attempting to export data to a dynamic table i get a failed login error: 18452 saying the user is not a trusted connection. Then it allows me to change the user and password to reattempt the connection, i try the system administrator SQL account (sa) with it's password and the error goes away, however no data is brought from the CRM. All in all, i'm sure i'm missing steps into configuring the client machine and the CRM server so i can export dynamic tables from the CRM. My question is: What are the steps necessary to configure the CRM - Excel dynamic table integration from a client computer in the same network but different domain than the CRM/SQL server. Tahnk you! Tag: DMF Migration Issue - Phone Call Activities Tag: 65117
  - 25
    - Options missing after install Outlook client tools I am using CRM 3. I am a backup admin and after installing the Outlook tools for CRM on my machine the settings option to the bottom left is gone so I can't change any of the settings and also the calendar option is gone from the upper left side of the screen. If I login as myself on another machine that I didn't install disc 2 on they reappear. What is going on here? Tag: DMF Migration Issue - Phone Call Activities Tag: 65116

I have successfully migrated phone call activities into the MSCRM DB using
the DMF, however I am unable to open the detailed view of the migrated
activity when inside the CRM application. Is there a field that I did not
migrate which would cause this?

Thanks.

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