Multiple Price Lists for Quotes

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Remove Navbar for 'More Addresses'? Has anyone figured out how to do this? Addresses are not an object you can remove in the role, and they're not in the Sitemap.... -- Glen Howie Microsoft CRM Product Specialist WolfBridge Solutions www.wolfbridgesolutions.com Tag: Multiple Price Lists for Quotes Tag: 57289
  - 2
    - ISV Customizations -- Add Item to Navigation Pane in Sales Area Is there a way for me to use the ISV.Config.XML file (or by other means) to create a new item in the left Navigation Pane of the Sales Area? Or possibly create a New area with its own custom Navigation Pane items? The new Navigation Pane item would load an externally hosted web page right into the Microsoft CRM environment. Is that possible? Thanks so much for your consideration, Robyn Tag: Multiple Price Lists for Quotes Tag: 57288
  - 3
    - Problem loading Callout Assembly dll I created a callout assembly class and dll using VB 2003 to generate a random number and assign it to service activity. I created the config file and published it the the assembly directory. Restarted IIS and when I go to create a service activity I get the following error: Could not load type MyCallOuts.PreCreateServiceActivity from assembly CalloutAssembly, Version=1.0.2291.16635, Culture=neutral, PublicKeyToken=null. This is the config file: <?xml version="1.0" encoding="utf-8" ?> <callout.config version="2.0" xmlns=" http://schemas.microsoft.com/crm/2006/callout/"> <callout entity="serviceappointment" event="PreCreate"> <subscription assembly="CalloutAssembly.dll" class="MyCallOuts.PreCreateServiceActivity"> </subscription> </callout> </callout.config> The namespace is MyCallOuts and the class is PreCreateServiceActivity. Can anyone help?!? Thanks in advance. Tag: Multiple Price Lists for Quotes Tag: 57284
  - 4
    - Workflow Manager cannot start I'm trying to allow a new employee access to edit workflows. I've copied: Microsoft.Crm.dll Microsoft.Crm.Tools.WorkflowLibrary.dll Microsoft.Crm.Platform.Proxy.dll Microsoft.Crm.Tools.WorkflowManager.exe Microsoft.Crm.Tools.WorkflowMonitor.exe With these files, everything runs fine from my workstation. However, on his machine he gets this error: --------------------------- Microsoft CRM Workflow Manager --------------------------- Workflow Manager cannot start. This could be because the workflow configuration file is corrupted, or the Microsoft CRM Workflow Service cannot access the configuration file. --------------------------- OK --------------------------- So, I copied workflow.config, but that didn't make any difference. Any suggestions on how I can enable other users to use the Workflow Manager? Tag: Multiple Price Lists for Quotes Tag: 57283
  - 5
    - Tracking of Activities created in Outlook Activities (like meetings, phone calls and tasks) created in Outlook to not appear in the History of a contact or account? How to change? Thanks everybody for help on this! Tag: Multiple Price Lists for Quotes Tag: 57282
  - 6
    - Call Workflow from Java / ASP.Net Is there any way to call / start the workflow from either Java or an ASP.Net app? If so, does anyone have any basic examples? Tag: Multiple Price Lists for Quotes Tag: 57279
  - 7
    - Printing out details with the invoices Does anyone use CRM 3.0 for servicing like in a technical consulting situation? In this type of consulting it always seems necessary to put as much detail as possible into your timesheets. It's more on the small/medium business (mostly small) because non-technical people are usualling paying your invoices and sometimes cannot understand why it takes the time it does to resolve some issues. After messing with the Contracts and Contract Lines that seems the best way to go for something like this. This way cases can be assigned to the contracts/lines for monthly invoicing. But, I do not see a way to add the details. Best case scenario is I want the technician to add the details of his/her resolution routine into their appointment information within Outlook. This should keep in the "activities" in CRM. Is there a way to go all the way from that to the invoice and include it in the print out? Worse comes to worse their data can be copied and pasted into the notes section of said Contract Line but then there is redundant work. Thanks for any help. -- -=SW=- -MCSE CCEA- Tag: Multiple Price Lists for Quotes Tag: 57275
  - 8
    - Incompatible Version of Microsoft CRM Client Found i install CRM 3.0 befor i have crm 1.2 but i can't unistall i have Delete "HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient Try to install the CRM 3.0 Client again show error Incompatible Version of Microsoft CRM Client Found Thanks Tag: Multiple Price Lists for Quotes Tag: 57271
  - 9
    - CRM 3 and SQL Server 2005 Have someone some feedback using SQL Server 2005 with CRM 3 in a production environment ? Some issues ?? -- MCSE,MCSD.NET,MCDBA,MCCRM. Microsoft CRM Partner. Tag: Multiple Price Lists for Quotes Tag: 57270
  - 10
    - Opening in MS CRM 3.0 Hi is there a opening for MS CRM 3.0 anywhere? Thanks. Tag: Multiple Price Lists for Quotes Tag: 57266
  - 11
    - template? hello, anybodys know how to use template in MSCRM30? i paint a scenario: i'd like to print an offer or order document to be sent for example via fax or letter o email...i do not find where to create and/or associate it to the order screen ot offer screen has anybody idea about it? thank you very much everybody Tag: Multiple Price Lists for Quotes Tag: 57265
  - 12
    - Planning Tasks From Campaign Templates Appear as Due Activities Planning activities and tasks from campaing templates (!) appear in the general activities list of the "creating user." You will lose track over your daily work with only having few templates created. ---------------- 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=fa8a0721-ee87-4ac0-8227-4ec4c2c85351&dg=microsoft.public.crm Tag: Multiple Price Lists for Quotes Tag: 57264
  - 13
    - Relationship between Contact and Opportunity is not shown on C. Si Roles assigned to contacts in sales projects (opportunities) are not visible on the contacts side. Neither when the opportunity is open nor when it has been closed. Such, you are not able to see in which projects the contact was/is involved. This is clear break in the UI, where information should be accessible from all referred objects. ---------------- 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=51c5d976-8d76-4fb7-8241-b12c194378a5&dg=microsoft.public.crm Tag: Multiple Price Lists for Quotes Tag: 57263
  - 14
    - "Do not Allow Email" DO NOT work with "direct emails"? Hi all, We have some contact with checked "Do not allow Email" option on the administration tab. When we want to sent the email from this record, CRM dont sent this emil. Thats ok, but if we sent direct email and this contact is checked CRM sent emails without checking the "Do not allow email" option... This is normal? Best regards Luck Tag: Multiple Price Lists for Quotes Tag: 57262
  - 15
    - Bulk Import - Update New Attributes ONLY Hi All. I have a need to import leads (about 20,000 of them) and then I need to update each lead (with data from an outsourced Telemarketing supplier) every 2 weeks. I will create new attributes every 2 weeks for the lead to match the data coming back from my supplier but would I be able to "update" my existing 20,000 leads and not re-import as I would like to keep the activity history. Any idea how I could do this? Thanks in advance. Tag: Multiple Price Lists for Quotes Tag: 57256
  - 16
    - Custom child entities - order of display on sidebar I have one parent custom entity with 4 child entities. When I open one record of the parent custom entitiy, the 4 child entities appear on left side bar of the parent custom entity (which is normal). However, my customer wants them to appear in a particular order. I could not figure out how MSCRM 3.0 determine order of display of the child entities. Anyone can advise? Thank you. Tag: Multiple Price Lists for Quotes Tag: 57253
  - 17
    - Customisation of default Activity View I can't seem to find a way to add the Parent Customer and Contact fields to this view. My salespeople need to be able to see which clients they have open activities for. Thanks Tag: Multiple Price Lists for Quotes Tag: 57252
  - 18
    - CD Set Hi, I have just a very basic question: The CD Set of CRM 3.0, which I received, has only two CDs: 1. CRM Server Setup 2. CRM Outlook Client Setup (Small Business or Professional Edition can be activated) Since CRM 1.2 had 5 CDs and Microsoft never created new applications, which became smaller than previous editions, I just wanted to know, if my CD Set is still complete. Why this edtion seems to be "smaller"? Thanks for your answer. regards Patrick Tag: Multiple Price Lists for Quotes Tag: 57250
  - 19
    - Using "CheckIncomingEmailRequest" class Hi, I am trying to use "CheckIncomingEmailRequest" class. It is throwing an exception with the Message "Server was unable to process request". I want to know how to use this class ? Is there any specific tutorial (other than CRM SDK Guide) for using this class ? Regards Atul Sureka Tag: Multiple Price Lists for Quotes Tag: 57249
  - 20
    - Authentication Error After Install I have installed CRM V3 on Windows 2003. SQL Server 2005 and the Domain Controller are on another machine. I received the authentication error from both the web browser and the Deployment Manager. When I checked the event log on the SQL Server machine, there were many authentication events (8 per minute). I added the account that was attempting to connect and these errors stopped. However, CRM is still not authenticating. I checked the installation documentation and it references 4 groups that should be added tot he OU on install (UserGroup, ReportingGroup,PrivUserGroup and SQLAccessGroup). These were not created. I believe the lack of these may be causing the proble. The domain is very simple (sanbox to learn) and does not have any OUs. Any help would be appreciated! -- Best Regards, Joe Tag: Multiple Price Lists for Quotes Tag: 57245
  - 21
    - This is a hard question i guess I installed CRM 3.0 on 2 different SBS 2003 premium servers and on each one of them there seems to be a problem with the reports. When showing reports they many times show no data or there seems to be sub reports I can click and then they show some information. Some of the graphics aren't ok either. Anyone experienced anything like this. And to say I had a lot of trouble with sp1 to sbs, had to add new spn to get crm 1.2 working so that I could upgrade to CRM 3.0. Anyone ? Jack Tag: Multiple Price Lists for Quotes Tag: 57244
  - 22
    - Access to Server Hi All. I install CRM 1.2 in a Windows 2003 Server. From the server with a Administrator Logon and by the explorer, i access to CRM Administration without problems. If i use the Implemetation aplication or if i try to install the CRM Outlook, the message is: "The Localhost server is not responce" Thanks for a possible help. Tag: Multiple Price Lists for Quotes Tag: 57241
  - 23
    - Email template not available for email entity? When an email drops into a queue, we would like to use an HTML reply. The workflow email doesn't seem to support this when we try to paste HTML , and the template pull-down from the Actions -> Send Email does not display any templates, when an entity type of "Email" is selected in the Workflow Manager. What am I missing here? It would seem you would want to send an email in HTML format if for nothing other than to appear you came from this century. -- Bob Fletcher Tag: Multiple Price Lists for Quotes Tag: 57229
  - 24
    - Invalid length for a Base-64 char array We are having that error message in a Web Application that runs in the CRM Server. It's a Web Application with some related picklists that refresh some data into a CRM Web Form. When we select some data in the first picklist we receive this message. There is a KB about this (http://support.microsoft.com/kb/831150), but we can't solve the problem because in the KB it's written to contact Microsoft to obtain a Hot Fix. -- Microsoft Business Solutions Certified Professionalâ??Microsoft CRM Applications Professional Microsoft Business Solutions Certified Professionalâ??Microsoft CRM Customization Tag: Multiple Price Lists for Quotes Tag: 57224
  - 25
    - customer relationships Sorry for the stupid question - and it is stupid because i've done this before, but can anyone tell me how to add to the list of Roles in the Customer relationship dialog? Thanks v much Tag: Multiple Price Lists for Quotes Tag: 57218
- Next
  - 1
    - Marketing list member question Hello all I would like to be able to change the view of the marketing list members, so that e.g. if the list is a list of contacts I can display their titles, departments and emails. I also wondered whether it would be possible to associate a field with a marketing list member (e.g. a description field explaining why they are on the list). Does anyone know if the above two customizations are possible. I have hunted around and connot seem to figure out how to do this. Thanks Saira Tag: Multiple Price Lists for Quotes Tag: 57216
  - 2
    - Microsoft 1.2 to 3.0 Migration... SOS! Hi All, We're attempting to migrate a test enviroment, currently running Windows 2003 Enterprise Server and Microsoft CRM 1.2. During the upgrade advisor I get a warning message stating the following: Microsoft CRM Database ---------------------------------------------------------------------------------------- Warning: The Indexes on the Microsoft CRM database are not consistent with Microsoft CRM 1.2 indexes ---------------------------------------------------------------------------------------- We've never did any customizations on the Microsoft CRM databases therefore all indexes should be "out of the box" unless a hotfix messed with them. I proceed with the installation anyways and get the following error during installation. Installation Error Message: ----------------------------------------------------------------------------------------- Action Microsoft.Crm.Setup;Server.INstallDatabaseAction Failed. The Index 'ndx_entity_name' is dependent on column 'Name'. Alter Table Alter COLUMN Name failed because one or more objects access this column. ----------------------------------------------------------------------------------------- I'm assuming this is directly related to the warning I received during the requirements check. I've tried removing the index 'ndx_entity_name' but during another install attempt I get an error saying the index is missing... Ugh! Again, we never played nor changed any tables, indexes, or procedures within the Microsoft CRM databases. Any help would be greatly appreciated! Thanks, Tag: Multiple Price Lists for Quotes Tag: 57209
  - 3
    - Auto case creation Hi, Does CRM 3.0 come with the funtionality to automatically track emails and create a case id without the need to manually click on the Track in CRM button in outlook? many thanks Alan Tag: Multiple Price Lists for Quotes Tag: 57205
  - 4
    - Picklist and Status values Greyed out I am trying to edit/change the values in the picklists/status reason attrubutes values in the Appointment, Case Resolution, E-Mail, Activity, and Task entities, however all values in the state/reason value fields are greyed out. Is there any reason why these are blocked from being customised. I have Administrator plus all roles priveleges, so role security should not be an issue, unless there is some conflict happening in this situation(defect). Has anyone encountered this issue, and is there a workaround? Tag: Multiple Price Lists for Quotes Tag: 57199
  - 5
    - workflow to monitor custom status change and assign entity I am trying to make a workflow so that on the change of status a service activity is assigned to another queue. The status is a custom attribute (picklist) called Billing Status with 'billed' and 'waiting for billing' as the options with the default null. I created a workflow and am able to make a manual one that does what I want. It checks for the Waiting for billing status and if it sees it it assigns it to the 'waiting for billing' queue. I have made a timed workflow for 1min on creation of a service activity to run the subprocess of the above. that works only if I manually apply the rule and it only applies to the service activity I have open... not the others with the waiting for billing bit checked. I understand that this is a component to the recursive workflows (I think). But I cannot figure out how to make a workflow that will ALWAYS be on the look out for this single attribute change that does not need to be manually run. I have made workflows with all of the other options (Manual, assign, create and change status) I would have assumed that the 'Change Status' rule event would be the one I want, but nothing I try works. I am beating my head against the wall with this one... well, more then just this one... but this one in particular. Also, if anyone can suggest a better way of 'marking' an activity (this will apply to tickets and possibly phone calls if I can get the service activities working right) as 'waiting for billing' or otherwise notifying someone that the activity is done. The reason I did this instead of just closing a service activity is that after closing (resolving) it you cannot reopen it. I do alot of sub work for a company and the tickets are assigned to the account regarding the contacts associated to the account. They might have similar subjects and similar dates and contacts. It gets confusing and I like to make it as easy on my book keeper, who is already riding me ofr other MSCRM issues anyway. The way I am doing it is, I mark it to be billed, she bills and and marks it billed, then I close the activity. Then I know from start to finish that it has been closed, it shows up in the advance find saved queries (why oh why can't you link directly to a saved advanced query?) and is farily fault tolerant. If I can get the added feature of assigning it to a queue, then the workflow that... well... works, I can then add additional actions like creating a task and sending an email to the book keeper that there are activities to bill. Thanks for your help, I have learned much from this list already. Tag: Multiple Price Lists for Quotes Tag: 57198
  - 6
    - Multi-choice list box I need to be able to choose multiple choices from a list. I have CRM 2005. Is there a way to do this. It is very important in our business to be able to choose several options and then to be able to filter based upon the variety of choices marked. Tag: Multiple Price Lists for Quotes Tag: 57192
  - 7
    - CRM 3.0 Updating Price lists and Adding new Products, Subject We have almost 2000 products and since our original install of 1.2 we have gone from 4 price lists - List, Dealer, Quick Pay, Preferred, to List, Dealer,Quick Pay, Preferred Dealer, Preferred QuickPay, Volume We have also acquired another couple of companies and hundreds of new products, not currently in our system. We have just upgraded to 3.0 and now are in a quandry on how to best update the product and pricing modules. We think we can updae the the exisiting products with an import synching the id's and their prices. Howeve, we need to add in the 100's of new products, add in the new Subjects et al in a timely import type manner - not manually as the time would be daunting and time consuming - let alone costly as we would have to hire temp staff to bang away at typing these in. Is there a third party product out there to deal with this? I am sure we are not the only ones with this problem. Please let me know ASAP as we need to research it right away, or hire programmers to develope our own SDK at great cost! This it turning into a nightmare! Thanks! Shauna Tag: Multiple Price Lists for Quotes Tag: 57190
  - 8
    - Marketing Campaign Mass Email Is anyone else having a problem sending over 3,000 contacts in a campaign an email merge? It does not work for me. The system states it cannot track it and then it freezes my computer. I've tried this four times and it keeps happening. I had to create 4 different campaigns. Some say pending, others say failed, or completed. Tag: Multiple Price Lists for Quotes Tag: 57186
  - 9
    - Not being able to send an attachment with an email merge Microsoft should enable the ability to send an attachment when creating an email merge. Some customers can only receive plain text v. html. I want to send a .jpg attachment in case my html format is not legible. Tag: Multiple Price Lists for Quotes Tag: 57185
  - 10
    - Company calendar & scheduling activities These are my issuesâ?¦ itâ??s not the views Iâ??m so concerned about; it is the process of scheduling. Itâ??s ridiculous (see #4). 1. Can you change the default "resource view" in the shared web calendar? This view is wonderful for our corporate office; however, it is unnecessary for our other offices. It just confuses the users even more. It's just too much to look at. I want to change the default calendar view based upon facility location. 2. We have created different drop down shared calendar views for each office location, but it does not combine the users and resources. It is either a view with that location's equipment or a different view with that location's users. Can a combined resource/user view for each location be created? 3. I have been looking into third party add-ons. I came across an Austria company who has created Group Calendar. I read through their .pdf and I like the navigation face lifts and the ability to right click and add instant notes; however, it does not from what I see improve the process of scheduling resources. Does anyone have this add-on? 4. For our application, scheduling of a service activity is cumbersome. Different locations have different assets; however, we have equipment which is shared and shipped between the facilities. We had to create a service activity for each location- e.g. Demo- AL, Demo- NY, Demo- FL, Demo-Share, Installation- AL, Installation- NY, Installation- FL, Installation- Share, Service- AL, Service- NY, Service- FL, Service- Share... you get the point. The list goes ON. We were instructed because one location has a set of resources and they are not supposed to schedule another location's resources we are to create our service activities like so (for each facility). The reason why we have the XXX- Share activity is for our shared assets. With each service activity a rule must be created... "Chose 1, Choose 2, etc..." With an activity either a user or an asset can be scheduled. The resources take such a long time to load in the form assistant and if you don't schedule it right it can be very frustrating!!! Is there an easier way? For example, if something changes with a project and we end up not using one piece of equipment, then we have to delete the entire resource line and pick the correct "choose #." In addition with the shared assets we have to change its office location each time it ships out in order for it to be schedulable at another facilityâ??s location. Is there a better remedy? Tag: Multiple Price Lists for Quotes Tag: 57182
  - 11
    - Current System User variable Does anyone happen to know if there is an attribute that is accessible by query such as filter criteria on a view, that would point to a session variable indicating the current logged in user? This could be used, for example, to display a list of entities that have a relationship mapped to the user entity. Only the entities that have attributes that match the current user would be displayed. Thanks Tag: Multiple Price Lists for Quotes Tag: 57180
  - 12
    - Does it need SQL Server on SBS Standard 2003 w SP1? I have Small Bus Server 2003 Standard-SP, running on a Dell PowerEdge 2600 w/ 2GB RAM and 1 Xeon 2.8 GHZ CPU. Question 1. Will this server handle CRM or should I install a second processor? Question 2. I am confused regarding SQL Server 2000. The install instructions for CRM says to install this, but not specifically for an SBS server. Does SBS already have an SQL server installed? Do I need to by SQL server dor SBS standard edition? Any help appreciated.. Marc Tag: Multiple Price Lists for Quotes Tag: 57178
  - 13
    - How to add a Calculated Field for Credit Card Royalty amount We have to add a calculated field triggered by a credit card purchase. Depending on the Card Type the Calculated field has to take the Order's Total Amount and the Card Percentage and calculate the Royalty Amount? Does anyone know how to do this? Thanks alot! Daniela Tag: Multiple Price Lists for Quotes Tag: 57172
  - 14
    - Load balancing-Redirect URL break reports while access CRM via Out We are planning to have a load balanced environment for CRM application server: Prod1 and Prod2. We have created a redirect URL: crm.<companyname>.com which if launched will redirect to Prod1 or Prod2 based on the Load Balancing configuration. Our report server and db server are on one server ProdDBserver.Here is the issue: When we are installing the CRM SFO client it asks for the URL so we gave the URL: http://crm.<companyname>.com. This redirects to the application portion of CRM within Outlook, but breaks the reports availability through outlook. The application works fine if accessed via the web client. So my question is that on the SFO side are there any additional steps we need to follow to make this redirect works and connects to the report server as well. -- Shardik Tag: Multiple Price Lists for Quotes Tag: 57170
  - 15
    - Security Roles After opening the Security Roles page, I'm atttempting to create a security role. The 'Actions' button does not appear where I can create a new role. Also, when I open an existing role to edit, there is no 'save' button, only a 'close' button. I find this odd. Any suggestions? Tag: Multiple Price Lists for Quotes Tag: 57169
  - 16
    - Sample Data To All: I would like to install the sample data, but am a little unclear as to the ramifications. I currently have a fresh install of CRM 3.0. I have only run the configuration wizard, which makes some minor changes to the existing database with information about our company. The Implementation Guide shows how to install and then uninstall the sample database. I notice that CRM creates the following databases in SQL Server: MyCompany_METABASE MyCompany_MSCRM What should I do so that I might install the sample database and then be able to unistall without having any major issues. Will the sample database alter the two databases I have listed above? If so, can I back them up and then restore them once I am done with the sample? Regards, Russ Tag: Multiple Price Lists for Quotes Tag: 57167
  - 17
    - CRM publishing w/ISA 2004 on seperate server Hello, I have CRM installed on a Windows 2003 SP1 box, with protocol 5555. I also have a SBS 2003 w/ ISA 2004. They are two different servers. I created a rule in ISA for 5555. Created a web listener for 5555, but nothing for SSL as 443 is being used for other SBS web sites. The published web site is set to go to the directory called crm. In other words, http://sbserver.XXXX.com:5555/crm. The publishing rule is forwarding packets to my CRM Server. The CRM server responds by asking for authentication. Login is succesfull. It takes me to the redirect page which then pops up the new window for CRM. The problem is that the new window displays, page cannot be found, 403 forbidden. The address is is trying to open is http://sbserver.XXXX.com:5555/loader.aspx. Notice that the crm part of the directory structure is missing. Even if I manually put in http://sbserver.XXXX.com:5555/crm/loader.aspx, it does not work. What am I missing here? Is the problem that I am not using SSL? Tag: Multiple Price Lists for Quotes Tag: 57166
  - 18
    - Recipients getting winmail.dat files when outlook set to plain text Using CRM3 and the Outlook client. Email accounts are POP3 not Exchange. Just started using this set up. When sending an email to a client I am clicking on 'track in CRM' and associating the email with an account then sending from within Outlook (as apposed to using the CRM web interface). My email format in Outlook is Plain Text. Recipients not using a MS reader appear to be getting the emails as Rich text because they are getting the old winmail.dat file which they cannot read. Not totally sure but I think this only happens when there is an attachment (eg pdf). I do know however that if I don't 'track in CRM' the get the email in plain text and can read it. Is this 'normal' operation? Is there anyway I can get all the emails to be sent plain text or as a last resort HTML? TIA Antony Tag: Multiple Price Lists for Quotes Tag: 57165
  - 19
    - New to eConnect Hi, I've installed the eConnect 7.5 version, can anyone give me advice or samples of how to read and write xml to Great Plains 7.5. We are soon to update to version 9 as well, does anyone know if there are major differences between the two? my email address is booth12@hotmail.com cheers JimB Tag: Multiple Price Lists for Quotes Tag: 57163
  - 20
    - Customize Campaign activity Hi, I would like customize the campaign activity form by replacing actualend and actualstart formats by "date and time" instead of "date only". This customization is not a problem but when I want to close the activity, the dialogbox ask only the dates. In the form, these fields are in read only. If we allow writing, when we change the date in the dialogbox, these values overwrite the values in the form. Anybody knows how to resolve this problem ? I think it is a bug. Thanks for your help. WTCSO Tag: Multiple Price Lists for Quotes Tag: 57160
  - 21
    - Problems Upgrading CRM 1.2 to CRM 3 SBS Hi, I'm actualy upgrading a CRM 1.2 server, with SBS 2003 SP1. CRM 1.2 is working fine, but when i try to update to v3 the prerequisite is giving 3 errors and 1 warning. SQL 2000 SP4 is installed SQL Reporting is not yet installed My CRM website is not installed on the default web site The SQL Database is not installed in the default DB but on the same server\CRM ok for Windows Version ok for CRM Users KO for IIS (URL non valide, Host name problem) KO for SQL SERVER (service SQLSERVERAGENT) KO for SQL Reporting Server (server\CRM not available) ok for Active directory ok for CRM Data Base Any ideas for the KO Thx Tag: Multiple Price Lists for Quotes Tag: 57159
  - 22
    - What do you miss out on if you don't use Exchange? When you use CRM3 without Exchange what do you miss out on? Antony Tag: Multiple Price Lists for Quotes Tag: 57154
  - 23
    - Quote Recalculate I created a custom tax calculation for quote that displays a tax field and sets the total value, but when the quote recalculates it resets the values. Does anyone know if I can use an update Post Callout or another way I can get around this programmatically? Tag: Multiple Price Lists for Quotes Tag: 57148
  - 24
    - HELP Workflows accessing queues Hi, I need to create a workflow that will task the owner of a queue when that queue receives a email, and also auto respond to the sender. I am stumped, Please will someone enlighten me. Regards Jefferson Tag: Multiple Price Lists for Quotes Tag: 57147
  - 25
    - Field Requirement Hello. We have been using CRM for a little while now. My problem is this; one of our attributes up to now has been optional for our users to fill-in. So obviously, some records have data in this field and some don't. We would now like to make this field required. What will that do to the existing records already in CRM?? Will I get some kind of error or do they "grandfather" into the new way? Thanks and I appreciate all the great Q and A's going on in this discussion, it has helped me alot in the CRM learning process! Tag: Multiple Price Lists for Quotes Tag: 57144

Is there any way to customize CRM to allow you to select a price list
for every each product line in quote, order and invoice? We need this
because we want to choose different products from multiple price lists
to make up a solutions quote. Using version 3.0

many thanks

Top

Re: Multiple Price Lists for Quotes by Jeff

Jeff
Tue Apr 11 07:26:47 CDT 2006

Gareth, we can help. Experlogix certified add-ons for MS CRM adds a
layer of intelligence to opportunities, quotes & orders, enabling you
to handle complex pricing, discounts, currency conversions, and more.
Our rules engine ensures products/options are compatible so quotes &
orders remain accurate. For details, see www.experlogix.com.

Thanks,

Jeff Holway
805-504-9729 x707

Top