Monthl Calendar View for Service Calendar

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- Previous
  - 1
    - Reduce Title Logo/Pane for Emails Hello, I was wondering if there was a way to make the Title Logo/Pane smaller so that there is more useful space for needed email information when opening and viewing or creating new emails within CRM? Thanks, Chris Tag: Monthl Calendar View for Service Calendar Tag: 98027
  - 2
    - Upgrade to Vista/Office2007, Outlook Laptop client cannot go offli User of CRM v3 had XP and Office (Outlook) 2003. Had been able to go offline before but lots of problems. New laptop with Vista and Office 2007. Now, he clicks go offline but the synch gets stuck "Waiting for offline database initialization." Eventually, Vista says Outlook stopped responding and wants to look on the internet for a solution, restarts Outlook and nothing is different the next time. Any ideas? Thanks in advance, Tom Francisco Tag: Monthl Calendar View for Service Calendar Tag: 98026
  - 3
    - MSCRM vcard Is there a way to send a vcard from MSCRM without syncing the Contact with Outlook? Tag: Monthl Calendar View for Service Calendar Tag: 98021
  - 4
    - CRM 4.0 Outlook client I posted an earlier problem with getting Customizations option to show up in settings when using the Outlook 2007 client. I didn't get much help, so I am hoping that rephrasing my question will help. I received one reply that said customizations were not available in the outlook client, but I have seen it and have been able to get it to appear a couple times in my Outlook. The problem is that no one knows what causes it to come and go. Once I was able to get it to appear by clearing the cache in outlook and clearing cookies in IE. I have not been able to reproduce this one. The other way is to go into the registry and go to My Computer\HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient and change the LightClient setting from a 1 to a 0. This will make it appear every time for me, but then I lose the buttons such as New Activity, New Record, Track CRM, etc. I just stumbled upon this and I am sure this is not what really needs to be changed, but it at least proves to me that I am able to get the Customizations option on my machine. Anyone have any ideas how I can get this option all the time? Tag: Monthl Calendar View for Service Calendar Tag: 98018
  - 5
    - CRM 4 Phone Call Report I am putting together a report on Phone Calls. I would like for the report to show the owner, activity status, modified on, account and notes associated with the phone call. I have figured out everything except the Account portion. When I created it orginally, I set the column properties as Regarding (Account). This however, only showed the Account if the phone calls regarding field was regarding an account. Some phone calls are regarding a marketing list, campaign, etc. I would think the way to do it would to have the column set to show the recipient, but I can not find this option. Can anyone help? Hope this is clear. Thanks!! Cammie Tag: Monthl Calendar View for Service Calendar Tag: 98016
  - 6
    - CRM 3 Reports Neglected Leads Total not matching Detail Total Hello All, Hopeing someone can explain what may cause the following: Report manager looks at the Neglected Leads Report for a specific user and gets a chart bar representing a count of 57 for standard 30 day time period. They then click on the bar to get to the Neglected Leads Detail report but only 23 Leads are listed. This happens on other users as well. Does anyone have a clue at what might cause this? Thanks Dave Tag: Monthl Calendar View for Service Calendar Tag: 98015
  - 7
    - crm 4.0 mui packs performance question does installing MUI packs on the server and office client affects the performance of the crm server? any review or document on this matter? Tag: Monthl Calendar View for Service Calendar Tag: 98013
  - 8
    - Need installation guide for installing a two-node sql sever cluste Where I am working now, an individual did a poor job of setting up an SQL Server Failover cluster and we must blow it away create a new one this weekend. For installation documentation, I am only finding bits and pieces in the books online and the knowledge base. Does anyone know of a book or white paper that will walk you through setting up the cluster from start to finish? Thanks, Steve K. Tag: Monthl Calendar View for Service Calendar Tag: 98011
  - 9
    - Display parent customer in activities view Hello, in our CRM version 4 we assign a queue to a task. This queue is assigned to a contact. This contact has a account as parent customer. In the activities view, we want to display a link to this account (parent customer). Is this possible? I could create a view based on field in the account, but I do not see a way to display it in the list. Thank you! Regards. Uwe Tag: Monthl Calendar View for Service Calendar Tag: 97996
  - 10
    - CRM 4.0 Campaigns` Hi Just a simple quick question regarding campaigns. I have just created a test campaign to familiarise myself with the campaign feature. The question is when doing an email campaign when does the system send the emails as the status is sitting at Pending at the moment and nothing is happening. I am making a presumption that it does not happen till the evening as not to interfere with normal daily usage. I look forward to any comments. Thanks Tag: Monthl Calendar View for Service Calendar Tag: 97995
  - 11
    - Look Up Address buton for Contact Entity Hi, I desperatly and urgently need some help. I noticed that there is a 'Look up Address' button on the a quote in CRM. This button allows you to pick from the 'more addresses' and populate fields on the quote form. I need similiar functionality on the contact form. Within a contact, I want a 'Look up Address' button. When the user clicks that button, I want to be able to select any of the more addresses that have been entered for that contact's parent account, and then populate the address info for that contact. My address fields are mapped between the account and contact. However when I create a new contact from within the account, I don't always want to use the default account address for the contact. It is often the case that I want to use one of the more addresses of the account for the contact. I know how to add a button to isv.config, but I have no idea on how to create perhaps a .js with a .aspx page and then reference it in isv.config. Perhaps the existing functionality that is used for quote can just be copied and then modified. PLEASE can somoene help me with some detailed instructions / guidance. Thanks Yolande Tag: Monthl Calendar View for Service Calendar Tag: 97994
  - 12
    - Access Acount info from JScript on a from Hi I have my oppertunity form that will be populated with an account name (in prospective customer field) I need to then extract the account status (credit limit etc) of that account on change. Is that possible? Any clues would be great. Thanks Tag: Monthl Calendar View for Service Calendar Tag: 97980
  - 13
    - Callouts not working in CRM 4.0 Hi, One of our customers is going to upgrade from CRM 3.0 to 4.0. But there is a problem with some callouts. There are callouts for accounts, contacts en leads, which catch the PostCreate/PostUpdate/PreDelete events, they used to work fine in 3.0. But now we get the non-descriptive error: "an error has occured", when one of these events occurs. (i.e. when trying to create a new account) (see: http://tweakers.net/ext/f/GkrnzE8dwZGRlyuHkTPO8klI/full.png for screenshot (it's in Dutch language however)) No error messages appear in the eventviewer, I checked everything (including http://support.microsoft.com/kb/933842 ) , so I'm running out of options right now.. I hope someone can help us out here Tag: Monthl Calendar View for Service Calendar Tag: 97979
  - 14
    - Adding new attribute Can we add a attribute(I will be choosing picklist). with more than 1000 entries. I am using CRM 3.0 Tag: Monthl Calendar View for Service Calendar Tag: 97974
  - 15
    - problem upgarading from crm3 to crm4 After upgrade from crm3 to crm4 i have a few problem: 1)cannot create mail merge 2)a cuztomize reports disappear 3)cannot change customize defaul public view does anyone have this type pf problems and maybe have another problems? Thanks ahead elip Tag: Monthl Calendar View for Service Calendar Tag: 97973
  - 16
    - Sending email to Task creator when task is completed Hi all. This is the scenario: I open a new task and assign it to one of my employees. The owner of the task is him now (let's call him Chris). When Chris completes the task he goes to 'action'-->'close task'. I tried to create a workflow where the creator of the task gets a notification when Chris is closing it. However, for some reason, the only one in the workflow manager that appears as an option to recieve a notification mail is the Owner of the task. and since the owner of the task is Chris, then it is completly useless. Does anyone knows how i can solve this problem? Thanks. Tag: Monthl Calendar View for Service Calendar Tag: 97972
  - 17
    - CRM 3 & Office 2007 on Vista hello, I was wondering if anyone has experienced a problem with synchronization workflow generated tasks. These tasks are generated within a sales process in order to update the "estimated revenue" when closing a task. When synchronizing to Outlook apparently often (so not always) some of the crm-fields in the Outlook form have lost their CRM information. The fields "crmid","crmLinkState","crmRegardingId","crmRegardingObjectType" en "Regarding" do not have any information. The only fields that are still in it's correct state are "crmEntryId" and "crmxml". Fact is that when completing such a task, the crm doesn't get updated anymore an d all tasks stays open within crm. Thanks to anyone who could provide me info or a solution on this subject as this gets quiet anoying for our sales people. kind regards Tag: Monthl Calendar View for Service Calendar Tag: 97967
  - 18
    - How to get certified in CRM 4.0 Hi, I two questions regarding certification in 4.0 (Titan): 1. If you want to upgrade your 3.0 certification, how/when is this done? 2. If you aren't certified in 3.0, how/when do you get certified? /Regards, Lotten Tag: Monthl Calendar View for Service Calendar Tag: 97966
  - 19
    - CRM4: Example for custom workflow activity with objects as paramet Could someone please provide an example of a custom workflow activity in which objects are passed as parameters? Further to an earlier question of mine, I would like to pass a SalesOrder and a Product in to the Workflow so I can then add an appropriate OrderDetail for the SalesOrder. Tag: Monthl Calendar View for Service Calendar Tag: 97962
  - 20
    - CRM 4 e-mail to custom entity Is it possible to track an e-mail to a custom entity in CRM 4? I can create the e-mail and save it but when i go to send it will not allow me to resolve the e-mail address to the custom entity record. Tag: Monthl Calendar View for Service Calendar Tag: 97961
  - 21
    - Opportunity 'Age' I would like to be able to display an opportunity 'age' in the sales pipeline and against the opportunity views. The 'age' would inform the user quickly and easily how 'old' the opportunity was, i.e. subtract current date from created date and provide a number of days in a field. It would need to be dyanamic as obviously as each day goes past the opportunity gets a day older. Is this possible as it is a fairly basic requirement of most sales managers. If so, how could I implement it in MSCRM 3.0? All help appreciated. Irishtoon -- --------------------------------- --- -- - Posted with NewsLeecher v3.8 Final Web @ http://www.newsleecher.com/?usenet ------------------- ----- ---- -- - Tag: Monthl Calendar View for Service Calendar Tag: 97960
  - 22
    - Apparent Transformation size limitation I've run into an issue where I get a 'Conversion Error' screen with no exported errors when I try to execute the 'Replace' transformation on a source data field that is more than 500 characters long. Is this a hard limitation or can this be configured somewhere? Any help here is appreciated, I haven't found anything on this anywhere else. Thanks, Jeff Tag: Monthl Calendar View for Service Calendar Tag: 97959
  - 23
    - CRM 4.0 Pre-Install ?'s Hello, We are considering going up to CRM 4 from 3. I have a couple questions. 1. Can CRM 4 be run on SBS2003 (the system requirements Microsoft posted only list standard, enterprise, and web). 2. Does CRM 4 still require MS Exchange to utilize any email functionality? Thanks, James Tag: Monthl Calendar View for Service Calendar Tag: 97956
  - 24
    - How to create an order with products using workflow It appears that using Workflow we can create a new Order record, but there does not appear to be any way to add Products to that Order once it has been created. Does anyone know how to do this? Tag: Monthl Calendar View for Service Calendar Tag: 97955
  - 25
    - Adding Notes Field to a Phone Call Report We are wanting to put together a report that lists phone calls by completed. When the report runs, we would like to have any Notes that are attached to the phone call show up in the report. Anyone know how to accomplish this? Thanks!! Cammie Tag: Monthl Calendar View for Service Calendar Tag: 97952
- Next
  - 1
    - Date Stamp on CRM Email Templates Client would like to be able to have the ability to add date and time to the email template. Is this template function (data) avaliable to select from in CRM 3 or 4. Using the server time for example. Tag: Monthl Calendar View for Service Calendar Tag: 97950
  - 2
    - Default Activity view page to phone call type Anyone know how to default the Activity view page to the type phone call? Is there some jscript I can put in the OnLoad event? Thanks. Tag: Monthl Calendar View for Service Calendar Tag: 97948
  - 3
    - Microsoft CRM Installation Problem Please Help After installing Microsoft CRM 4.0 I tried accessing default.aspx and I get the following error. Please help!!! Error Description: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist Error Details: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist Full Stack: [CrmConfigObjectNotFoundException: CrmKey With Id = 00000000-0000-0000-0000-000000000000 Does Not Exist] at Microsoft.Crm.CrmKey.LoadExistingKey(Guid crmKeyId) at Microsoft.Crm.CrmKey..ctor(Guid crmKeyId, Boolean useCachedValues) at Microsoft.Crm.CrmKey.LoadKey(Guid keyId, Boolean useCachedValues) at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid scaleGroupId, Boolean useCachedValues, String& algorithm) at Microsoft.Crm.CrmKey.GetActiveKey(CrmKeyType keyType, Guid scaleGroupId, Boolean useCachedValues) at Microsoft.Crm.Application.Security.WRPCContext..ctor() at Microsoft.Crm.Application.Controls.AppPage.ValidateWrpcContext() at Microsoft.Crm.Application.Controls.AppPage.OnInit(EventArgs e) at System.Web.UI.Control.InitRecursive(Control namingContainer) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) [HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.] at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.default_aspx.ProcessRequest(HttpContext context) at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Other Message: Error Number: 0x80040217 Source File: Not available Line Number: Not available Date: 03-24-2008 Time: 17:18:41 Server: localhost Request URL: http://localhost/default.aspx Tag: Monthl Calendar View for Service Calendar Tag: 97946
  - 4
    - Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction faile Hi, I have encountered this below issue. I have extracted this error message from crm40svrsetup.log 00:23:55| Info| Microsoft Dynamics CRM Server Setup did not complete successfully. Action Microsoft.Crm.Setup.Common.RegisterAsyncServiceAction failed. An exception occurred during the Commit phase of the installation. This exception will be ignored and installation will continue. However, the application might not function correctly after installation is complete. Time out has expired and the operation has not been completed. This error is happened during the installation of CRM 4.0 in the x64 bit machine This is the error message extracted from CRMAsyncService.log: Affected parameters are: assemblypath = C:\Program Files\Microsoft Dynamics CRM\Server\bin\CrmAsyncService.exe account = NetworkService description = Handles the processing of queued Asynchronous Events sqlserver = VSSQLCLUSTER01\SQLA displayname = Microsoft CRM Asynchronous Processing Service logfile = C:\Documents and Settings\Administrator.CONTOSO\Application Data\Microsoft\MSCRM\Logs\CrmAsyncService.log logtoconsole = An exception occurred in the OnCommitted event handler of Microsoft.Crm.ExtendedServiceInstaller. System.ServiceProcess.TimeoutException: Time out has expired and the operation has not been completed. An exception occurred during the Commit phase of the installation. This exception will be ignored and installation will continue. However, the application might not function correctly after installation is complete. Please let me know if you need any necessary information to troubleshoot this error. Thanks, Hadi Teo. Tag: Monthl Calendar View for Service Calendar Tag: 97941
  - 5
    - Task Synchronization with Outlook client I have just installed the outlook client and it is attempting to sync tasks. I have 80,000 completed tasks and don't want all of those synced with outlook. Is there a way to only sync scheduled tasks? Tag: Monthl Calendar View for Service Calendar Tag: 97938
  - 6
    - CRM Install error caused by SRS/MOSS integration? Doing an install of CRM 4.0 in a development environment running SQL 05 and MOSS 07, each on its own virtual machine. The pre-installation checklist returns only one error, which is a 401: Unauthorized error when trying to access SRS. Trying to browse directly to the report server or report manager while on the application machine results in an access denied error again. On the SQL machine, where SRS is installed, browsing to the report server brings it up without issue. However, when I browse to the report manager site, I get the error: â??The operation is not supported on a report server that is configured to run in SharePoint integrated mode. (rsOperationNotSupportedSharePointMode)â?? Installed on the SQL machine is the SharePoint Integration for SRS piece which is what Iâ??m guessing is causing this problem. Has anyone run into this problem? I have found a lot of information about the error code but not about installing with the environment set this way. Do I need to install SRS to another machine as well and use that instead? Or would uninstalling the SharePoint piece, installing CRM, and then reinstalling MOSS fix this problem? Tag: Monthl Calendar View for Service Calendar Tag: 97932
  - 7
    - Outlook Add in toolbar doesnt appear when i open the mail message Hi all... I have installed Outlook Add in on Office 2003 on a few computers. It works on all of them but there is one comuter which the installation works well and the Outlook Add in isntalls fine. However, when i try to open a message so i can assign it to a CASE, then i cannot see the "Track in CRM" and the "Regarding" button and there is no way to add the toolbar of the Microsoft CRM. Did anyone experiance this and knows how to solve it? Thanks a lot.....:-) Tag: Monthl Calendar View for Service Calendar Tag: 97931
  - 8
    - CRM 4.0 Outlook Client I'm just installed CRM 4.0 and the Outlook Client on Outlook 2007. When I start Outlook I get the following error: "An error occurred loading Microsoft Dynamics CRM functionality. Try restarting Microsoft Outlook..." The event viewer shows the following errors: Event ID: 16930 Source: MSCRMAddin Event ID: 5908 Source: MSCRMAddin Anyone seen this? Tag: Monthl Calendar View for Service Calendar Tag: 97930
  - 9
    - Phone Call Errors in CRM 4.0 Hi All, Got a couple of errors in a recent upgrade from CRM 3.0 to CRM 4.0. The upgrade went smoothly and all users are logging on fine. Problem one:- Users when accessing the phonecall entity and saving, the screen is coming up with CRM encountered an Error send report to microsoft (but still saving the record) - is this a db permissions issue? Problem two:- When creating a new appointment the resources and accounts fields are greyed out. Any help or pointers on this would be great. Thanks in Advance Tag: Monthl Calendar View for Service Calendar Tag: 97929
  - 10
    - CRM 3.0 Workflow Manager app freezing Our CRM 3.0 server's Workflow Manager app started freezing up for no particular reason. No errors in the Event Log, the processor, memory, and hard drive are all nice and calm, and the only way to fix it is a complete reboot of the server. It's started happening more and more and the app is more or less no longer usable. Any thoughts on what to do other than a complete remove and rebuild of CRM on the machine? Thanks in advance for info. Brandon Vogel Network & Systems Manager Access International Software Corp. Tag: Monthl Calendar View for Service Calendar Tag: 97928
  - 11
    - Data Import - Contacts - Parent Customer Reference Lookup I've finally got the DMM installed and accessing CRM Live instance. However, when I go to load contacts and reference Parent Customer to link to Accounts already loaded in the CRM I keep getting an error that the lookup reference cannot be found. I've tried various formats: "account, {GUID}" "account","{GUID}" "actual account name, {GUID} {GUID} account name Anyone know the correct format? Tag: Monthl Calendar View for Service Calendar Tag: 97927
  - 12
    - Offline Synchronization Problem I get the following error when I try going offline. The excelption is taken from Event Viewer of the Client Machine. Event Type: Error Event Source: MSCRMOfflineSync Event Category: None Event ID: 6000 Date: 3/25/2008 Time: 5:03:33 PM User: N/A Computer: WINXP Description: An error occurred during Offline Synchronization. Try going offline again, or restart Microsoft Outlook. saInsert failed for entity 'ActivityMimeAttachment', batchRows=0 with exception System.FormatException: Index (zero based) must be greater than or equal to zero and less than the size of the argument list. at System.Text.StringBuilder.AppendFormat(IFormatProvider provider, String format, Object[] args) at System.String.Format(IFormatProvider provider, String format, Object[] args) at System.String.Format(String format, Object arg0) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.DownloadBCPFile(String bcpFileName, BinaryReader& readStream, Int64 fileSize) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.GetBCPFile(String entityName, Action action, Int32 batchSize) at Microsoft.Crm.Application.Outlook.OfflineSync.BcpTransferDataProvider.ExecuteInsert(String entityName, Int32 count) at Microsoft.Crm.Application.Outlook.OfflineSync.SyncData.DoBatchStep(ITransferDataProvider transferDataProvider, String entityName, SyncAction action, Int32 batchRows). I verified that according to KB938065 the error stack trace starts with calling the DoBatchStep(...) then ExecuteInsert(...) and then to DoInsert(...) , but in this case it calls the GetBCPFile(..) method. I closely observed that duting the Synchronization process the file in BCP folder was not growing in size as expected only for the EMail Attachments data group. The file in BCP folder was increasing for other entities (Email messages). I didn't quite understand what the issue would be. Can some one explain what could be the problem in this case ? Thanks and Regards, MaRK Tag: Monthl Calendar View for Service Calendar Tag: 97926
  - 13
    - How to Analyze Microsoft CRM 3.0 Performance Testing Hi, I have done the performance testing for Microsoft CRM 3.0. I have used Visual Studio 2005 Team System development environment. 1. I created a web test with a scenario (login to CRM Server -> Go to contacts -> Create a new Contact -> Open the created contact -> create a case for the contact and Save). I recorded the webtest. Then I created the Loadtest with 50 Users for a stipulated time. When I run the Load test, I am getting the results (Requests/sec, Avg. Response time, Total Requests, failed requests, cached requests, % processor time, available MBytes etc). But from this, I am not able to analyze the performance of the application. Is there any way of analyzing the Results. 2. Our CRM Application is integrated with MOSS. There is a dashboard link which takes you to share point. I created a web test with another scenario (login to CRM Server -> Go to Dashboard -> Click on the Contacts -> create a new contact -> Upload two documents to MOSS). When i run the web test, it is giving the below error. a) Request failed: could not find file C:\Testing\.........\testing.txt b) also in http://localhost/UploadDocuments/UploadDocumentsToMOSS.aspx, it is giving "Requests not yet submitted" The tool is not able to load test MOSS Upload screens It would be great if you could give me a solution to my issues. Thanks in advance, Arvin Tag: Monthl Calendar View for Service Calendar Tag: 97921
  - 14
    - Automatic dot in fullname My client uses the sorting order 'Firstname Initials Lastname'. The field Initials is not available on the Contactform so my client created a new field with the label 'Initials' (maybe because they come from version 1.2?). The result of this action is that every fullname is displayed with a dot e.g. John . Doe. My hunch is that the original Initlas field is automatically filled with a dot even no characters can be entered in the original 'Initials' field. My questions: is it true that a dot is autmatically filled in the original Initials field? How can I enable the original Initials field and how can I disable this function? Tag: Monthl Calendar View for Service Calendar Tag: 97920
  - 15
    - CRM 4.0 and Outlook 2007 clients synchronizing forever. We have installed some Outlook 2007 CRM 4.0 clients and after installing the CRM client it seems that Outlook 2007 is synchronizing the folders forever. A total restart of Outlook 2007 on the client computer is the only way to get it up and running again. All servicepacks are installed on the client. Any solution to this problem ? Kay Tag: Monthl Calendar View for Service Calendar Tag: 97919
  - 16
    - CRM 4.0 Workflow problems when changing long running workflows. I've created some long running timeout-workflows which waits for a specific amount of time after an update is done to my users entity, and then send's an email to notify the user. If I unpublish the workflow, makes changes, and publishes it again then the old instances of the workflow continues running the old workflow, and new one's are using the new workflow. That is ok, I guess. My problem is that sometimes the old version of the workflow crashes and sometimes it is running fine. I've found no reason why it crashes and the error message only tells me to contact Microsoft. A possible workaround is to cancel the running instances of a workflow before changing them and then manually start them again after publishing the new version. This is a lot of work, so I hope there is another way. Kay Tag: Monthl Calendar View for Service Calendar Tag: 97918
  - 17
    - Automatic CRM Case Hi All, I would like to know how should i implement Automatic CRM Case Creationg when the Customer Send a request to a specific account (e.g Support@abc.com), then immediate a CRM case should be created with requested information. Kindly Advice me. Kind Regards, SAB Tag: Monthl Calendar View for Service Calendar Tag: 97917
  - 18
    - BCM to CRM 4.0 data migration Hi there, Has anyone done BCM to CRM 4.0 conversion? Is there a tool exists to transfer data from BCM to CRM 4.0 like it has for CRM 3.0? Could you bring the Activity across to CRM 4.0? The problem with BCM to CRM 3.0 conversion was that it will bring the activity across but it would not link them back to correct accounts or contacts records in CRM. Please let me know if anyone here has done the conversion from BCM to CRM 4.0, the tool that you used and the challenges that you faced. thanks Kyaw Tag: Monthl Calendar View for Service Calendar Tag: 97912
  - 19
    - Track email in CRM - dialog box defaults When in Outlook and you click "Track in CRM" and you go to set the "Regarding" field, the search scope defaults to Account. Is there any way to change this so that it defaults to Contact? I've been able to change this on other forms by using something like: var item = document.getElementById("customerid"); item.defaulttype = "2"; However, I'm not sure where I would add javascript to affect this dialog box that is popped from Outlook. Thanks Tag: Monthl Calendar View for Service Calendar Tag: 97911
  - 20
    - lock account so account owner cannot edit I have a client using 4.0 and they have assigned all of the accounts to the sales person. The problem I am having is that only the sales asst and system admin can modify the account name, etc. They want the sales person to be able to do everything else from the open account such as create a new opportunity, etc. If I remove write from the role to the account entity, the create new opp box does not appear but they can access it from another view. Does anyone have any ideas of how I can accomplish this? I don't have any code that is helping me. Tag: Monthl Calendar View for Service Calendar Tag: 97910
  - 21
    - CRM desktop client is there any type of visual indication from the CRM 3.0 desktop client that will notify a user that another user has logged on or has been logged on? -- life is only like a box of chocolates if you live it with your eyes wide shut Tag: Monthl Calendar View for Service Calendar Tag: 97907
  - 22
    - CRM 4.0 Appointments and SMTP Hi We have a scenario where CRM users will use the webclient to book appointments with contacts within CRM. My question is: Can appointment requests be delivered via the outbound SMTP option? Thanks. Lee Tag: Monthl Calendar View for Service Calendar Tag: 97905
  - 23
    - bizuser.srv not supported in CRM 4.0 ? We have an application that gets userauth like this // BizUser proxy object bizUser = new Microsoft.Crm.Platform.Proxy.BizUser(); bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; bizUser.Url = strDir + "BizUser.srf"; userAuth = bizUser.WhoAmI(); but it gives error 404 when connecting to CRM 4.0. I can see that all the .srf files are missing from the mscrmservices directory, what should we use instead to easy get the app running again. Tag: Monthl Calendar View for Service Calendar Tag: 97904
  - 24
    - Dashboard: Tracking customer satisfaction levels Dear Community members, We've got CRM 4.0 running. We'd like to find ways of reporting the quality of customer service levels from our tech support ( i.e. email support). We've been infomed to create a "workflow" process to send out an email survey by email when a case is closed. What I'd like to achieve is a graph on my Dashboard showing the customer service levels by "Very Satisfied, Satisfied, Neutral.." Similar to what is shown on page 3 of the Customer Service - Ms Dynamic PDF brochure. Does anyone else have any ideas? Thanks Steven Tag: Monthl Calendar View for Service Calendar Tag: 97893
  - 25
    - How Should I Send Weekly Email to Cleints? I have 100 Accounts that I would like to send a weekly email to. What's the best way to do this in CRM 3.0? I created marketing list and a quick campaign, but i needed to type the email in each time (no template ability) and then the emails drop into my Activities and I have to send them one at a time. Another way I see is to send a Template email to multiple Accounts but then I have to select the 100 accounts each time (no saved list ability) Am I missing something? How would you do it? I'm using the Web client only. Thanks, StewartA Tag: Monthl Calendar View for Service Calendar Tag: 97888

Hello,

Is there a way to create a view that looks like a regular Monthly Calendar
in the Service Calendar?

Thanks,

Chris

Top

RE: Monthl Calendar View for Service Calendar by ruth

ruth
Wed Apr 16 12:00:02 CDT 2008

We have been looking to do a similar thing - have some way of exporting or
printing the calendar, but no joy yet...

Anyone have any idea if this is possible?

Ruth

"Chris Brown" wrote:

> Hello,
>
> Is there a way to create a view that looks like a regular Monthly Calendar
> in the Service Calendar?
>
> Thanks,
>
> Chris

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