Mobile express

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- Previous
  - 1
    - Multicurrency in MS CRM 3.0 Hi to all! I need to make CRM support multicurrency. Have you any ideas, how this should be realized? As far as I know, there are some add-ins that provide this functionality. Have you deal with some? Tag: Mobile express Tag: 72802
  - 2
    - CRM Backup Question I am running CRM 3.0 on a Windows 2003 member server. CRM is using a SQL 2000 database running locally on the CRM server. In the event of a server crash/failure, i am trying to determine what files i would need to capture during a nightly backup to get crm back up and running. I know i need to capture the SQL databases, but what files/directory/etc would i need to capture that are crm related? The files would be restored to a server that was reloaded with Windows 2003 std from scratch and already configured in the domain.. Tag: Mobile express Tag: 72801
  - 3
    - restore CRM we had to unistall our crm 3.0 and re-install it. we took backup of the databases before the re-installation. Can someone tell me how to repopulate the crm with all our previous records? Tag: Mobile express Tag: 72798
  - 4
    - Closing Multiple Activities in crmv3 We use CRM v3 and need to record closed activities against multiple accounts at once e.g. to show that a number of accounts have been mailed to. It is essential that we are able to either: a) close multiple activities at once or b)have the abilty to mark activities as complete as soon as they are created by campaign creation or quick campaign creation. Is there a way of doing this Tag: Mobile express Tag: 72795
  - 5
    - can not insert a mail model in a compaign mail activity ? Hello, When I am trying to send a simple mail, I can insert an email template. but when I plan a compaign based on mailing I can't make an email based on template ... So what what should I do to enable this functionality knowing that it's very intersting ability in a CRM Thanks in advance Tag: Mobile express Tag: 72789
  - 6
    - Rights for Deactivation are there specific rights one can employ toblock de-activation? our sales amanaers are VERY hands on and would like to check if all possible opportunities have been explored before closing/deactivating and account. We are also linking several other systems to CRM and the deactivation of an account will also impact these systems we use for service delivery. any ideas will be welcome -- ICT Manager New Horizons: Amsterdam Tag: Mobile express Tag: 72783
  - 7
    - View displays wrong value for customized field When adding some fields to an entity and displaying them in default view, some columns in the view shows wrong value. Probably to do with the naming of the new fields. Steps to reproduce 1. add some new integer fields to an entity. Name them â??aâ??, â??axâ??, â??b1â??, b2â?? ("a" = "new_a" and so on..) 2. add them to the form 3. add them to default view 4. open an entity-item and fill in a=1, ax=2, b1=3, b2=4 and save the item 5. check the edited item in the defulatview. The value for a=2, ax=2, b1=3, b2=4. The problem is that â??aâ?? gets â??axâ??:s value! known problem? -- mcyb Tag: Mobile express Tag: 72779
  - 8
    - Marketing List grid view control The ability to adjust the marketing list grid view control should be available in Settings. E.g. You cannot see a contact's email address in a Markeing List. ---------------- 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=b4e1af5b-51fa-4962-bd9c-4ad1275af80a&dg=microsoft.public.crm Tag: Mobile express Tag: 72775
  - 9
    - Not able to open associated records Dear all, I am not able to open associated records in a custom entity. One custom entity is associated with system entity (accounts),when i go to accounts and than opena arecors and than try to open a record of custom entity from there than it wont open(it simply wont double click!!!!!). The problem seems to be with one custom attribute of custom entity.If i remove that attribute from associative view than the records are opening but since i need that attribute to be displayed in associative view, i need to sort it out.Please help. Tag: Mobile express Tag: 72773
  - 10
    - Calendar Customization Hi We would like to customize the way that service activties are shown in the calendar. This includes the Outlook and Workplace Calender and we would like the time slot to show not only the topic but the customer, service and case number. Is this possible? Thanks Tag: Mobile express Tag: 72763
  - 11
    - Hosting CRM on one server provider and having an hosted Exchange o Hi, We have an Exchange / BES managed hosting provider we don't want to switch from. And, we want to have a managed host server for Microsoft Dynamics CRM 3.0 from a different host provider. Will it be possible to have full integration of Exchange and CRM even though they are on different provider/hosts? Please, any help would be appreciated. Tag: Mobile express Tag: 72758
  - 12
    - BCM Import Hi, I realize the BCM import is not supported, but I think I've found the main point where our import is failing, and it's holding up the final cutover for my client. I'd love any help you could give us. The current setup is SBS 2003 with CRM Installed with SQL 2000. When we use the data migration wizzard it fails. An in depth SQL trace shows it failing with an error Server Msg 1540 Can't sort a row of size 8557, which is greater than the allowable maximum of 8094. Before that are a number of sort errors but no specifics. At the bottom of the this post, I have posted the actual query that fails. When I remove the very last Order By statement at the end it succeeds. I'm wondering if there is anything we can do to correct this? Thanks for any help. ******************Start Of Query select cmt.entryguid as [contactid], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 33791 and emt.uiname is not null)+ ']..' as [categories], cmt.type as [objecttype], cmt.prefcontactmethod as [prefcontactmethod], (select plmlprefcontact.stringvalue from picklistsmasterlist as [plmlprefcontact] where cmt.prefcontactmethod=plmlprefcontact.id) as [prefcontactmethodname], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36866 and emt.uiname is not null)+ ']..'+ isnull((select plmlrating.stringvalue from picklistsmasterlist as [plmlrating] where cmt.rating=plmlrating.id),'') as [ratings], right( cmt.createdby, len(cmt.createdby) - patindex('%\%',cmt.createdby)) as [createdby], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 4096 and emt.uiname is not null ) + ']..'+ isnull((select cnt.contactnotes from contactnotestable as [cnt] where cmt.contactserviceid=cnt.contactserviceid),'') as [contactnotes], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36870 and emt.uiname is not null ) + ']..'+ isnull((select plmlleadsource.stringvalue from picklistsmasterlist as [plmlleadsource] where cmt.leadsource=plmlleadsource.id),'') as [leadsourcecodename], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36985 and emt.uiname is not null ) + ']..'+ isnull(cmt.referredby,'') as [referredby], cn.fileas as [fileas], cn.prefix as [prefix], cmt.jobtitle as [jobtitle], cn.firstname as [firstname], cmt.department as [department], cn.middlename as [middlename], cn.lastname as [lastname], cn.suffix as [suffix], cn.fullname as [fullname], cmt.weddinganniversary as [weddinganniversary], cmt.birthday as [birthday], cmt.assistantname as [assistantname], cmt.managername as [managername], cmt.territory as [territoryid], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14918 and emt.uiname is not null ) + ']..'+ isnull(cmt.profession,'') as [profession], (select plmlterritory.stringvalue from picklistsmasterlist as [plmlterritory] where cmt.territory=plmlterritory.id) as [territory], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 36865 and emt.bcmentitytype=2) + ']..'+ isnull((select plmlstatus.stringvalue from picklistsmasterlist as [plmlstatus] where cmt.status=plmlstatus.id),'') as [statuscode], cmt.state as [state], (select plmlstate.stringvalue from picklistsmasterlist as [plmlstate] where cmt.state=plmlstate.id) as [statecodename], cmt.webaddress as [webaddress], ce1.emailaddress as [email1address], ce2.emailaddress as [email2address], ce3.emailaddress as [email3address], cast(cmt.donotcall as char(1)) as [donotcall], cast(cmt.donotfax as char(1)) as [donotfax], cast(cmt.donotemail as char(1)) as [donotemail], cast(cmt.donotsendletter as char(1)) as [donotsendletter], 0 as [creditonhold], 0 as [donotsendmarketingmaterial], cmt.parententryid as [parententryid], cft.phonenum1 as [assistantphone], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14879 and emt.uiname is not null ) + ']..'+ isnull(cft.otherphonenum, '') as [otherphonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160), ' ')) from entitymappingtable emt where emt.mapiid = 14850 and emt.uiname is not null ) + ']..'+ isnull(cft.callbacknum, '') as [callbacknum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14883 and emt.uiname is not null ) + ']..'+ isnull(cft.otherfaxnum, '') as [otherfaxnum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14893 and emt.uiname is not null ) + ']..'+ isnull(cft.isdnnum, '') as [isdnnum], cft.phonenum5 as [pagernum], cft.primaryphonenum as [primaryphonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14877 and emt.uiname is not null ) + ']..'+ isnull (cft.radiophonenum, '') as [radiophonenum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14892 and emt.uiname is not null ) + ']..'+ isnull(cft.telexnum,'') as [telexnum], '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14923 and emt.uiname is not null ) + ']..'+ isnull(cft.phonenum6,'') as [phonenum6], cft.workphonenum as [workphonenum], cft.businessphone2 as [businessphone2], cft.businessfaxnum as [businessfaxnum], cft.companymainphonenum as [companymainphonenum], cft.mobilephonenum as [mobilephonenum], cft.homephonenum as [homephonenum], cft.phonenum4 as [homephone2], cft.phonenum3 as [homefax], cft.phonenum2 as [carphone], cwt.addressstreet as workaddressstreet, cwt.addresscity as workaddresscity, cwt.addressstate as workaddressstate, cwt.addresscountry as workaddresscountry, cwt.addresszip as workaddresszip, cwt.addresspob as workaddresspob, cht.addressstreet as homeaddressstreet, cht.addresscity as homeaddresscity, cht.addressstate as homeaddressstate, cht.addresscountry as homeaddresscountry, cht.addresszip as homeaddresszip, cht.addresspob as homeaddresspob, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14947 and emt.uiname is not null )+ ']..'+ isnull(coat.addressstreet,'') as otheraddressstreet, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14943 and emt.uiname is not null )+ ']..'+ isnull(coat.addresscity,'') as otheraddresscity, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14946 and emt.uiname is not null )+ ']..'+ isnull(coat.addressstate,'') as otheraddressstate, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14944 and emt.uiname is not null)+ ']..'+ isnull(coat.addresscountry,'') as otheraddresscountry, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14945 and emt.uiname is not null)+ ']..'+ isnull(coat.addresszip,'') as otheraddresszip, '['+(select distinct rtrim(replace(emt.uiname,nchar(160),' ')) from entitymappingtable emt where emt.mapiid = 14948 and emt.uiname is not null)+ ']..'+ isnull(coat.addresspob,'') as otheraddresspob from contactmaintable cmt left outer join contactmaintable cmtp on cmt.parententryid = cmtp.entryguid left outer join contactnamestable cn on cmt.contactserviceid = cn.contactserviceid left outer join contacthomeaddresstable cht on cmt.contactserviceid = cht.contactserviceid left outer join contactworkaddresstable cwt on cmt.contactserviceid = cwt.contactserviceid left outer join contactotheraddresstable coat on cmt.contactserviceid = coat.contactserviceid left outer join contactemail1table ce1 on cmt.contactserviceid = ce1.contactserviceid left outer join contactemail2table ce2 on cmt.contactserviceid = ce2.contactserviceid left outer join contactemail3table ce3 on cmt.contactserviceid = ce3.contactserviceid left outer join contactphonetable cft on cmt.contactserviceid = cft.contactserviceid left outer join contactnotestable cnt on cmt.contactserviceid = cnt.contactserviceid left outer join contactselectorstable cst on cmt.contactserviceid = cst.contactserviceid left outer join contactpostaladdresstable cpt on cmt.contactserviceid = cpt.contactserviceid where (cmt.type = 1 and cmt.isdeletedlocally = 0 and (cmtp.isdeletedlocally is null or cmtp.isdeletedlocally = 0)) order by cmt.entryguid *************************End Of Query Tag: Mobile express Tag: 72757
  - 13
    - Error when synching with Outlook offline When I try to synch CRM3.0 to Outlook offline I get an error at the 'Checking for Changes' part as... Exception from HRESULT: 0X80040216 It completed all tasks successfully except this last part. Can someone please suggest something? I have uninstalled laptop version, deleted databases and all traces of CRM and reinstalled and same error. Tag: Mobile express Tag: 72754
  - 14
    - Problem with 'New' Reports !? There are no reports in my Reports Section, and when I try to 'add' them via the 'New' command (and following the help file directions), I get the following error: "An error occured while trying to add the report to microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator." I'm just trying to upload the 'stock' CRM reports to take a look, but nooo. Any ideas? Jon Tag: Mobile express Tag: 72751
  - 15
    - Display and extract of Email descriptions containing HTML CRM will not interpret HTML headers in order to effectively display email description data in standard CRM system views (such as Preview), or for export to Excel. FYI, c360 has successfully overcome this problem in the "c360 Summary" cell of their Console product, that lists activity information related to a specific CRM record. ---------------- 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=918ed2b0-02ec-46fb-a0f1-9b120eeb0a48&dg=microsoft.public.crm Tag: Mobile express Tag: 72749
  - 16
    - import data from goldmine Hi, Does anyone know how to import data (customer contact) from goldmine to CRM? Thank you very much. Tag: Mobile express Tag: 72747
  - 17
    - Choosing contact for new case email If I am in a Case and I create a new Email for that case, the To: address is by default populated with the Account associated with that Case. In most cases, the account itself does not have an email address associated with it. Instead of the Account, I would like it to be pre-populated with the Responsible Contact for that Case. I can change this manually, but it requires many steps. 1) Is there any way to customize this behavior so that the Responsible Contact is in the To: field by default? 2) When I click on the "..." button next to To: which brings up the Search dialog, it by default displays all Accounts. When I choose Contacts from the drop-down, it then displays all Contacts across all Accounts. Is there any way to change the default behavior of the search to show me only the Contacts belonging to the Account which is assigned to this Case? Thanks in advance. Tag: Mobile express Tag: 72745
  - 18
    - Mapping Ability Missing I tried to do a mapping between the Account and the Contact. It did not work properly so I went back to redo and the mapping option has disappeared. In addition after that when I try to add a related contact from an Account it returns a system error. Thank you in advance for any advice. Tag: Mobile express Tag: 72744
  - 19
    - Forms and Views customization not available for certain entities? I've noticed that certain entities (e.g. price list item, or customer relationship) do not have the "Forms and Views" selection under entity customization. And yet each of these entities does indeed have a form. Can these entity forms be customized? David Tag: Mobile express Tag: 72740
  - 20
    - Suppressing HTML Codes Has anyone been able to conquer the problem of email history being illegible on a SRS report due to all the HTML codes? Right now we are restricting all email from our reporting -- which removes about 70% of our activity info. I would love to know if there is a way to strip the HTML codes. Tag: Mobile express Tag: 72739
  - 21
    - Faxing Question It is my understanding that if you're running CRM 3.0 Pro the only way to intergrate faxing services is if you purchase an add-on from an ISV as opposed to having complete ingetration if you have CRM SBE. Is this correct? Tag: Mobile express Tag: 72736
  - 22
    - Quick Campaign Follow-up Task If I create a Quick Campaign by viewing my active contacts, selecting one, and then creating a quick campaign for the selected users, and then try to create a follow-up task to the task created by the quick campaign, I get an error message stating that the Parent is not valid. If I try to create any follow-up activity besides a task, I do not get any error. Does anyone has any ideas on anything that could be incorrect. Thanks. Tag: Mobile express Tag: 72735
  - 23
    - Outlook Crashes when Converting a Lead When a user converts a lead, Outlook is crashing. Other users are able to convert Leads without a problem. Tag: Mobile express Tag: 72733
  - 24
    - CRM demo DVD updates Hello, I have the October 2005 version of the CRM 3.0 Technical Demo Toolkit, containing Virtual PC images for demo usages. Does anyone know if there is a newer version of this demo environment? I'd rather not use the beta code for demos. Thanks, Andy -- Tag: Mobile express Tag: 72723
  - 25
    - Bulk Import file size limit I have changed the regkey HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM\maxuploadfilesize I have modified the machine.config I have used the Outlook client and the web client. All to no avail, I still can not import a 14mb csv file. Can anyone help? Tag: Mobile express Tag: 72722
- Next
  - 1
    - Disable\Hide Save & Close Button Is there a way to disable or hide the Save & Close button in a form? We are creating an address valadiation process to a 3rd party but would like to force the users to hit the Save button. We would like to remove the Save & Close option to keep them from closing the form. Any suggestions would be helpful. Thanks Tag: Mobile express Tag: 72714
  - 2
    - CRM3 and Reporting Services not talking to each other... Recently, we moved our SQL databases off the CRM server and on to a dedicated SQL server running SQL 2005 x64. I migrated the databases fine, but not the reports. After I realized my error, I noticed that the reports were deleted when SQL was uninstalled from the CRM box (licensing issues). So I ran the CRM Repair, and reinstalled the reports. Now I can access the reports by going to http://<report server>/Reports, but cannot through CRM. I get the infamous 401: Unauthorized message, and verified that the steps in a few KB articles and technical documents from Microsoft were correct, and they were. The report server is trusted to the CRM server in Active Directory, and the NT AUTHORITY/Network Service and <domain>/<crm server>$ accounts are "Publisher in Microsoft CRM" What am I doing wrong, or how can I rectify this situation? Tag: Mobile express Tag: 72712
  - 3
    - Intergration - CRM 3.0 and GP 9.0 what would be the best and most cost effective means to intergrate CRM 3.0 and GP 9.0??? Thank you Tag: Mobile express Tag: 72710
  - 4
    - exception when addin row with theb crm web service Hello, when I use the crm web service to add a row an exception was fired : LOG- 2006-11-15 18:36:55.4069658 :[INFO] at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at crmservice.CrmService.Create(BusinessEntity entity) in f:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\commerceexterne\2282e0b8\e467b2ab\App_WebReferences.pkcxaodq.0.cs:line 176 at commerceExterieur_migration2.pomperBtn_Click(Object sender, EventArgs e) in d:\Projet CRM CEPEX\ExtensionWeb\CommerceExterne\commerceExterieur_migration2.aspx.cs:line 105 What does that mean? some help ? thanks in advance Tag: Mobile express Tag: 72708
  - 5
    - Unhandled Exception Error when running Publishreports.exe I was able to run this on the current reports server. But when I copied the reports folder and the associated publish.config and publishreports.exe to the new Reports Server I am receiving this error. Unhandled Exception: System.NullReferenceException: Object reference not set to an instance of an object. at Microsoft.Crm.Reporting.Publish.PublishMain.Main(String[] args) I am stuck. Please help. Thanks. Tag: Mobile express Tag: 72707
  - 6
    - Users Can't advance Sales Process It seems all my sales guys can't advance (save as complete) the sales process I have activated. They just don't have the option in the file menu OR toolbar. I see them on my account, Admin. I can't find anything under user profiles or security that would effect this, does anyone know what governs this type of privilege? Thanks in Advance. Tag: Mobile express Tag: 72706
  - 7
    - Cannot send direct emails - need a reference site i was unable to send direct emails through the CRM, i ran a repair and found several errors so i installed everything from scratch on a clean system. Still i cannot send direct emails from My Workplace in CRM. But i can send emails through the outlook on the client pc. I have seen that most of the issues submitted here in the community, refer to the inability of sending emails. therefore, i would like to speak with someone who has his CRM up and working, as i have spent almost a week trying to figure out what's going on. i have also purchased MailMerge for including attachments in quick campaigns, but since i cannot use quick campaigns for direct emails MailMerge is useless to me. regards Maria Tag: Mobile express Tag: 72705
  - 8
    - Uploading files In the invoices section I would like to create an atribute to upload files. For example for a client I would like to upload pdf of the final invoice sent to a customer. Can this be done? If so, how? Thanks! Tag: Mobile express Tag: 72704
  - 9
    - automatic notes I am new to CRM and am looking for some help with automating a couple of fields. I have modifield the Tickes Form. I added the 'modifield on' field to the ticket. Is there a way when any field is changed on the ticket for example assinging to a new users, changeing priority, etc can a new note be added to with a time/date stamp in the 'notes' window? Thanks! Tag: Mobile express Tag: 72703
  - 10
    - More Addresses We would like to make the Address Contact field under More Addresses automatically populate with the contact or account (depending on which entity you are in) Full Name. I have created some JavaScript in the OnLoad event of the form but I can only get as far as getting the field to populate with the parentid. Does anyone know if there is a way to do this? Thanks! Tag: Mobile express Tag: 72701
  - 11
    - Internet Explorer Intermittent Pausing I have stumbled onto a new issue with one workstation using the CRM web client. We have been using version 3.0 of CRM for some time now and it has been working well. This particular workstation had recently been hit with a spyware / spamware program which added a few add-ons (isaddon.dll and iesplugin.dll) and now when CRM is first accessed, it will take 10-20 seconds before the page finally loads. I of course have removed the spyware and all the registry left overs, but the problem still persists. I have even upgraded to IE 7.0 in hopes of curing the problem. There is no network activity and no CPU activity while the browser waits to load. Once CRM finally loads, it works fairly well and then out of the blue, a random screen or button will be slow to operate. I have noticed that the idle time between clicks has something to do with it. If I wait for CRM to load and then quickly close and reopen it, it will pop right up. Close it again and wait for 20 seconds, it is slow to open again. All the other workstations are acting normally, so it has to be a client only issue. Any ideas would be greatly appreciated. Tim Tag: Mobile express Tag: 72700
  - 12
    - style file(css) of CRM ? Hello, I would ask where can I find the style file(css) of CRM to pick up fonts and styles because I need it when I implemt a custom IFrame Thanks Tag: Mobile express Tag: 72697
  - 13
    - Can Sales Process Stage appear in Opportunities View ? I created a Sales Process Workflow (Manual) and would like to see the stage that each opportunity is at when looking at the "My Opportunities" View (or any other Opp. view). Is this possible? Thanks in advance. Tag: Mobile express Tag: 72695
  - 14
    - Email activity in CRM with embedded images When a e-mail is created fx in Word with one or more embedded images and send as e-mail. If such a mail is tracked in CRM an e-mail activity is created. But the activity isn't shown correctly in CRM. The mail text is shown with placeholders for the images. The images are attached as Image001.jpg and image002.jpg. When clicking on the Remove blocking link I would asume to see the correct e-mail with the images. But instead I need to open the images individually. How can this issue be resolved ? Tag: Mobile express Tag: 72693
  - 15
    - Incoming emails are not tracking I have CRM 3.0 and Exchange 2003. I have email tracking turned on. At the moment I am only using the web client to test the system. When I send mail it creates an activity and adds the tracking token just fine. However, when I reply, the emails do go to the users box and forward to the CRM mailbox, but no activities are created, eventhough the token is in tact. Does anyone have any idea why this may be happening. It is important that I track incoming emails. Thanks. Tag: Mobile express Tag: 72692
  - 16
    - Is there functionality to audit changes made to records in CRM 3.0 I'm looking to find out if there's a way to audit the changes made to records such as accounts in CRM 3.0. I'm specifically looking to track who an account was assigned to in the past, when it was assigned, etc. Thanks in advance! Tag: Mobile express Tag: 72691
  - 17
    - Removing Icons from Action Bar Dear all, i want to remove icons like 'quick campaign' from action bar.Is it possible.I also want to remove it from list of tasks in activity entity.Please guide. regards kunal Tag: Mobile express Tag: 72689
  - 18
    - URGENT-Converting predefined e-mail templates to private templates Dear all, I want to convert predefined system templates to private ones by using the option in "Action" button in menu bar but it gives a error saying that you do not have the privlidges to do that even when i am logged in as system administrator. Please Help! Project deadline is after two days regards kunal Tag: Mobile express Tag: 72687
  - 19
    - Error when migrating data from csv file to crm 3 using scribe I have been trying to migrate data from a .csv file into MS CRM 3 using scribe. When I test the job after doing my connecting and datalinks it executes properly, however, when I run the job it only does on average 12 successful inserts and 11 failed inserts then gives me an error. The error is :"fatal error. Execution terminated - failuere fetching source rows" when I click on the error info button I get a database error " Error 1005. [22018] SQL call failed. Invalid character value" the details of the message :"source[DataDirect][ODBC Driver]" Could someone please help me resolve this problem. Not only am I not sure what the errors mean, I also don't know how to fix it. Tag: Mobile express Tag: 72685
  - 20
    - Marketing Emails Hi, I have created a campaign with a Marketing List attached. Afterwards the Emails is listet under Email messages created. But my problem is that I have to send them separately - Problem because there is 2000 receipts. Can I do this smarter? // Morten Tag: Mobile express Tag: 72684
  - 21
    - 2 question related to advanced research Hello, I have 2 question related to advanced research: 1-Can I make and save parameterized views which take parameter in runtime? 2-can I custom the advance research form (for example can I custom the list of fields displayed related to an entity on which I will perform the research ? for example I would omit some fields(criteria of research ) form the list related to the account entity some help? thaanks in advance Tag: Mobile express Tag: 72682
  - 22
    - Duplicate Detection I ran duplicate detection last night, and nothing came up for matches. I know we have duplicates in our CRM, has anybody had same issue or can give some feedback on this? -- Kevin S. Bradfield Tag: Mobile express Tag: 72680
  - 23
    - Scheduling campaigns Newbie to MS CRM 3.0 and was trying to schedule campaigns to run on either a daily, monthly or weekly basis. Thanks in advance and apologize if I am posting to the wrong group. Tag: Mobile express Tag: 72679
  - 24
    - Add Find Columns for 'case' views Hi I have some custom fields added to the Case entity. I need these to be made available for search. Currently , if i go to any of the views associated with the Case entity, except for Look Up View, i cant go on to add a new field under 'AddFind ' columns. Any workaround on this ? thank you Tag: Mobile express Tag: 72678
  - 25
    - Personalization "Seek avanced" It is possible to personnilaze the "Seek avanced" to CRM 3.0 Tag: Mobile express Tag: 72677

Does anyone know how to view emails properly with crm mobile express. I have
added the email entity and the description field. when you double click the
email from mobile express either from a desktop machine or the mobile device
the body of the mail is displayed as HTML code. Also does anyone know if its
possible to show account/contact history as it appears in crm.

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RE: Mobile express by FrankLee

FrankLee
Sun Nov 26 21:57:02 CST 2006

This is normal behavior out of box. Option is to modify the Mobile Express
(Community Source Code) to enable the functions you've brought up.

Frank Lee, Microsoft CRM MVP
Workopia, Inc.
http://microsoft-crm.spaces.live.com

"Aidan" wrote:

> Does anyone know how to view emails properly with crm mobile express. I have
> added the email entity and the description field. when you double click the
> email from mobile express either from a desktop machine or the mobile device
> the body of the mail is displayed as HTML code. Also does anyone know if its
> possible to show account/contact history as it appears in crm.

Top