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- Previous
  - 1
    - Price List Inheritance? Could you help me find a way to make Contacts' "Price List" field value to be set by inheritance from his/her Parent Account's "Price List " value? Thanks Peter Lynch Tag: Multiple products? Tag: 20917
  - 2
    - Go Offline Specifications Hi there! I am trying to find a document referring to different scenarios of working offline and their specifications (bytes transfered, estimated time of synchronization, connection types etc). Can you help me? Propose a Microsoft or external source for this? Thanks in advance. Elena Tag: Multiple products? Tag: 20910
  - 3
    - Method not Allowed after security updates Hello, I have had an application that was inserting Leads into my CRM 1.2 from web, using SOAP. After installing the 3 available updates last friday, and one security update from Crystal Decisions, this application cannot even authenticate to the CRM system. The error happens right after the WhoAmI method from the 1.2 SDK: User.WhoAmI() at test.Class1.Main(String[] args) in c:\\projects\\updatecrm\\test\\class1.cs:line 45 The user can log at the CRM web site fine. After the WhoAmI method fails, i get this error message: The root cause of subsequent exceptions: System.Net.WebException: The request failed with HTTP status 405: Method Not Allowed. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadRe sponse (SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke (String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.Biz. Thank you for any support. Tag: Multiple products? Tag: 20909
  - 4
    - View Problems - Column Heading Text Not Displaying Hi, We've got an installation of MS CRM 1.2 which is mostly working correctly however we have a proplem with the column header text not displaying in views when viewing the lists of accounts/contacts/leads etc.. The headers are there but without any text and if we click on one to sort the list by that column, the following error is given: Line: 134 Char: 2 Error: 'style' is null or not an object Code: 0 URL: http://crmserver/_grid/behaviours/grid.htc Also, when we try to create a custom view and click on 'add fields' we get the following error: Line: 126 Char: 5 Error: Object Required Code: 0 URL: http://crmserver/tools/vieweditor/dialogs/addcolumns.aspx Do you want to continue running scripts on this page: Yes/No Everything else seems to be working fine, if anyone knows how to fix these problems then any help would be much appreciated. Thanks, Steve Tag: Multiple products? Tag: 20908
  - 5
    - How to delete some sample CRM Data I created some test data as Quota, Order, Product. And now CRM doesn't allow me to delete some of them because of they became read only data. Is there any way to delete active or closed quota, Order etc, and products that in used? If I delete the user account who is own the records that I want to delete, what happened? Any help appreciated. Tag: Multiple products? Tag: 20907
  - 6
    - CRM NO Access I installed crm on sbs2003. I cannot access the crm server. I have tried two servers. Sql 2000 sp3a installed all updated. I am informed that I many not have rights to change licenses. Help! Tag: Multiple products? Tag: 20906
  - 7
    - CRM AD Integration Hello, we are about to test CRM in our organistaion and have noticed the requirements for a domain admin account. Does CRM change the AD sturucture in any way when you install? Many thanks for your assistance Tag: Multiple products? Tag: 20898
  - 8
    - ASP Model We had a requirement to implement MS CRM 1.2 as Application Service Provider (ASP Model). Is this possible or not? What is the limitation of that? And can we install CRM and map it for many domains and exchange server? Tag: Multiple products? Tag: 20897
  - 9
    - Sorry for multiple postings! I received an error while posting a question so I tried again and again, only to find out later that despite the errors my questions were posted... Tag: Multiple products? Tag: 20895
  - 10
    - workflow activity error Hi there! One of my users cannot mark Complete an activity when it is assigned to him through a workflow and not directly. Another one cannot delete an email from a queue, although he can see or accept it. Can you help me work out these two problems? For the first one I have tried to give him even CEO privileges and still it is not working... Thanks for the help, Elena Tag: Multiple products? Tag: 20894
  - 11
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Multiple products? Tag: 20893
  - 12
    - Looking for tutorial, manual or FAQ! Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Multiple products? Tag: 20892
  - 13
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Multiple products? Tag: 20891
  - 14
    - Manual, tutorial or FAQ Hi, Is there some place on the internet where I can find a tutorial about building webforms in MS CRM, using the datagrid (and similar stuff) and the DHTML components from MS CRM? I've got the Customization Training Kit but this only scratches the surface. I don't think it's on MSDN of TechNet... I've added a navbar button to the Opportunities screen and want to show a form with a datagrid on it, so the user can add accounts to a datagrid. Is this so poorly documented or am I looking in the wrong places? At this moment I'm looking for answers in the cached files of IE... Thanks! Ernst Tag: Multiple products? Tag: 20890
  - 15
    - SDK basics Could anyone provide me some basic concepts on how SDK customization is done? I'd like to take small steps learnig it.. maybe a simple "Hello World" Tab attached to a contact (CRM Object) would do.. any help would be welcome,, thanks =) Tag: Multiple products? Tag: 20889
  - 16
    - strange error on one of the quotes we get an error saying: Unexcepted Error event log: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception from HRESULT: 0x80040216. Error Message: Exception from HRESULT: 0x80040216. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) any idea why this happens? Tag: Multiple products? Tag: 20888
  - 17
    - Inviting other users to an appointment When we create a new appointment in CRM, and invite other users also in crm, they don't get meeting invitiations. If we open the appointment in Outlook, we see the organizers name "First Last" and then the other users in the form "domainname\user1", and no free busy information is available. Their "Domain Logon Name", is set to "domainname\username", should it have been just "username"? Thanks, Len Ott Tag: Multiple products? Tag: 20883
  - 18
    - Removing Picklist Values I understand that removal (deletion) of picklist values in CRM has a number of "gotchas" that you need to be cognizant of as you plan to perform this task. I have not found any documentation that purports to contain any of the aforementioned problems and I am a bit concerned that I am going to miss something. I really need to get rid of some values that are not as "valuable" as they were communicated during implementation planning. Can anyone give me some pointers on what to look out for or perhaps point me to some documentation that would do the same? Thanks in advance. Tag: Multiple products? Tag: 20882
  - 19
    - Hotmail on entourage I want to put my hotmail account on entourage how do I do it? Tag: Multiple products? Tag: 20881
  - 20
    - Active Directory and Exchange Can I have Active Directory and exchange on the same server and CRM on a seperate server. Or do I need AD and exchange on seperate servers. Tag: Multiple products? Tag: 20876
  - 21
    - CRM DATA (removal) I have imported the data using Scribe, but not everything was linked correctly, does anyone know of a way to blow the data without reinstalling CRM. I have 400+ records and i dont want to manually delete them. James Tag: Multiple products? Tag: 20875
  - 22
    - Export to Excel Hi All Has anyone removed the Export to Excel and/ or Print buttons on the default grid views? Thanks Steve Tag: Multiple products? Tag: 20874
  - 23
    - Resolving KDC error... which SPN do I remove??? Hi all. Using the LDAP tool I have found that my domain controller and my admin account have two matching Service Prinicipal Names. HOST/COMPUTER NAME Host/COMPUTER NAME.mydomain.com Everything that I have read tells me to delete the duplicate SPN. How do I know which item to remove the duplicate from? Do I remove it from the Domain Controller or the Admin account? Thanks for any help! Hank Tag: Multiple products? Tag: 20871
  - 24
    - Customization Tracking We have multiple Sys Admins on our CRM installization. Is there any way to determine, within the application or otherwise, who initialized a customization? We seem to have a problem with too many cooks spoiling the broth and I need to get to the bottom of the problem. Thanks in advance. Tag: Multiple products? Tag: 20865
  - 25
    - View Dropdown Order This may seem very simplistic, but it is bugging the pants off of me. Is there any way to sequence the dropdown order of the views from CRM objects? For instance, when I am looking at Leads, I have three custom views on top of the standard views. There is a particular sequence that makes sense if I could only get them to appear that way in the drop-down. Anybody have any ideas? Am I just missing something simple? Please enlighten me if you can. Thanks, Erik Tag: Multiple products? Tag: 20864
- Next
  - 1
    - salesforce for outlook and message types Is there any way to make this support other message types besides IPM.Note? Is there a registry hack of something, need to do this for a custom integration...any ideas would be helpful... Tag: Multiple products? Tag: 20863
  - 2
    - Update Object in Workflow Does anyone know if an update object action within a workflow rule gets processed before the next step of a rule? For instance, I would like to have the update object action run, and then the next step requires retrieving data from that updated field. Tag: Multiple products? Tag: 20860
  - 3
    - DB Table blocked when trying to open some quotes During the use of MsCRM 1.2, it happens that some Quotes do not succeed to open. While some quote are opened regularly, others cant be opened and generate CRM's timeout error. Analyzing the database, I saw that occurs table blocks and some processes jam. The blocked tables are: - productbase - quotedetailbase - systemuserbase - uombase Meanwhile trying to view these blocked quotes with report, it works with no problems. Any idea? Massimiliano Tag: Multiple products? Tag: 20859
  - 4
    - Organization ID We are trying to create a customer self-serve support website that displays Knowledge Base articles and allows the customer to open their on incidences. Many of the functions provided ask for an Orgainzation ID. After much digging in the SDK, I found that this is the GUID of the organization unit in Active Directory. I found 3 that could be possibilities, but none of them seem to work. I don't get an exception, just no returned data. Here is the code that I'm trying to work with: try { //Response.Write ("in try"); Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // Valid Organization ID //string strOrgId = "{25f7267a- 01e5-1e40-a44a-488083de3f2e}"; //string strOrgId = "{e0d82420- bb1a-c744-8973-2483a141d598}"; string strOrgId = "{0827d00f-66bd- 074c-91fc-ffe053adf788}"; uint state = Microsoft.Crm.Platform.Types.KBARTICLE_STATE.KBAS_DRAFT; // Set up the columns that you want to retrieve string strColumnSetXml = "<columnset>"; strColumnSetXml += "<column>title</column>"; strColumnSetXml += "<column>description</column>"; strColumnSetXml += "</columnset>"; // Retrieve the articles string strArticlesXml = article.RetrieveByState (userAuth, strOrgId, state, strColumnSetXml); Response.Write("strArticlesXml=" +strArticlesXml); } catch (System.Web.Services.Protocols.SoapException err) { Response.Write ("In Catch 1"); // Process the platform error here strErrorMsg = ("ErrorMessage1: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source); Response.Write(strErrorMsg); } catch (Exception err) { Response.Write("In Catch 2"); // Process other errors here strErrorMsg = ("ErrorMessage2: " + err.Message ); Response.Write(strErrorMsg); } Tag: Multiple products? Tag: 20857
  - 5
    - Mixed Mode Hello, Our client had NT domain controller & 2000 domain controller (Mixed Mode). Is there any way to install MS CRM v 1.2 without convert the domain to native mode? Regards, Tag: Multiple products? Tag: 20851
  - 6
    - How do I add a form to a new navbar item? Hi, I've added a new Navbar button to the Opportunity form (isv.config). But how do I add a form (with tabs etc.,with same style look-and-feel) to this screen like the standaard forms you see when you click a navbar button? Thanks! Tag: Multiple products? Tag: 20849
  - 7
    - Help With CRM Features Hello All.... I am cinsidering purchasing CRM for my Win2003 Server. But have a few questions... Do I need exchange to access the CRM Software.... (in that case, would it be easier to but a SBS 2003 server, add it to my domain, and then install the CRM on that) Also, can I fax out of CRM. Our business is quite small, but Faxing is quite important. Can I fax and recieve faxes using CRM, or is that a Win2003 thing? (also can I share the fax for multiple users?) Responses much appreciated... Thanks, Dekkar Tag: Multiple products? Tag: 20837
  - 8
    - Different price lists for product in quote, order or invoice 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 have different software product groups with different pricing (like the number of transactions). Below is a scenario: For example let's say we have: Product 1 has prices A (for 10 transactions)and B (for 10-20 transactions) and C (for more than 20) Product 2 has prices D (for 50 transactions)and E (for more than 50) We want to create a quote containing Product 1 with C price and product 2 with D price. Thank you, Adil Tag: Multiple products? Tag: 20836
  - 9
    - Notify Team Hi, is there some way to notify a particular team that their assistance is required for a case?. An option we thought of was using a the Assigning the Case to a queue, but using that would transfer the ownership. If we just share the case, is there a way to email members of a team about the case? Thanks Tag: Multiple products? Tag: 20834
  - 10
    - New Objects Hi, is it pssible to create new tables and link them to existing MSCRM objects?.. like Contact/Account. Will it also then be possible to make them appear as a view? Thanks =) Tag: Multiple products? Tag: 20827
  - 11
    - Cant change crystal reports admin password When we try to run the CrystalAdmin.exe tool and change the crystal password we receive the follow error message: 'Unable to change password. Error returned is: Your license key is invalid or has expired. If you received a temporary license key by purchasing another crystal product, you must register Crystal Reports Enterprise to receive your permanent license key.' Most other aspects of CRM are working fine, except this and the fact that we get the infamous 'Crystal Reports Logon Error'. All the Crystal Reports services are running fine including the APS. When attempting to access the reports the event log has this error: Event ID 2: Error: Unable to access crystal. check to see if you have enough licenses: unable to log into crystal: Check to see if you have enough licenses: Unable to communicate with crystallogon.csp. This CRM was installed on a clean Win 2K3 web server. Sql server is running on another server. We have a full version of Crystal available but have not installed it. Will installing it rectify this problem? Thanks, Mike Tag: Multiple products? Tag: 20824
  - 12
    - need help pls - post callouts sdk In the SDK for 1.2 PostCallouts-Sample SQL module the sample code is as follows: -- Insert Subscriber (Sample Module) insert into Subscriber(SubscriberId, CLSIDorProgId, Name, Description) values (@subscriberid, N'{F4233E5B-17DC-4661-9ABC-6707A9F99215}', N'My Sample Callout Module', N''). 1: Do I leave the N's in ? 2: Where did the {F4233E5B... ClassId that identifies the handler come from - how can I get this? Sorry if these are basic questions I have been reading sdk for several days. Tag: Multiple products? Tag: 20823
  - 13
    - SFO - Online Mode only? Is there a way to set up Sale For Outlook to avoid the single user restriction? We want the Outlook integration, but have no need for offline working. (so no need for local SQL desktop version) Supported or unsupported methods considered. Any ideas if such a facility is in the roadmap for future CRM releases? TIA Peter Tag: Multiple products? Tag: 20821
  - 14
    - need help in SDK i am working on web page that will insert leads in the crm systems to call any class i need the UserId , from where i can get it ? bizuser.whoamI retrieves it but for the logged user and i am not logged the page is on another pc and not logged in the ActiveD of the CRM . Any Help Please Tag: Multiple products? Tag: 20814
  - 15
    - Deleted User in AD and Added back in Another deleted AD user problem. Only this time it's a little different. 1. deleted user from AD without removing lic from CRM. 2. added user back to AD with same logon username. 3. removed MSCRM lic key from that user, and tried to add it back in which it would do... error "the selected object could not be found...." Anyone got any ideas on how to resolve this issue and maintain the relationships with all the object in the MSCRM database? THANKS! Tag: Multiple products? Tag: 20810
  - 16
    - A Crystal Reports job failed because a free license could not be obtained .... Hi, We installed a web app with some Crystal Reports 9 for VS.Net reports on our crm server.(we had to use .Net crystal for this release as we havent planned Crystal Enterprise 10 which supports mixed reports for this release of our app.) I copied crdb_ado.dll, msvcp60.dll and other required things on CRM server. Now, when I try to open any .Net crystal reports, it gives me this warning and reports doesn't run.(My existing crm crystal reports work fine) "A Crystal Reports job failed because a free license could not be obtained in the time allocated. More licenses can be purchased direct from Crystal Decisions or through the Crystal Decisions Online Store." I read that we need to set the licence key in license.msm merge module in web setup for deploying VS.NET app crystal reports. But I am not sure if this will work...since license key may conflict with the existing crystal enterprise of crm. So I wanted to know if there is any workaround to resolve this license issue of .NEt crystal reports without affecting my existing crystal enterprise on crm. Thanks in advance, Nans Tag: Multiple products? Tag: 20809
  - 17
    - Automating the conversion of a lead to a contact I need to build a CRM add-in that will automate the conversion of a Lead to a Contact and assign a specific Salesperson as the owner. Any recommendations on the best way to approach this? Thanks! David Tag: Multiple products? Tag: 20808
  - 18
    - Mail Merge I am trying to set up a universal file of CRM mail merge templates. Attempting to set-up a shared folder on server, then route all local users to this folder via vpn. Has anyone else done this? I would like to delete all other standard Word templates to clean it up, but cannot see to do this. Any tips or experience would be helpful. Tom Tag: Multiple products? Tag: 20807
  - 19
    - w3wp.exe Process memory keeps growing with custom integration We are having an issue with a custom integration we have built for MSCRM. We are working on a scheduled DTS package which is required to migrate data from a legacy system into MSCRM. The data migration process runs on a nightly basis and required to update close to 40,000 records in MSCRM. We have built a DTS package(On the SQL SERVER) that gets the data from the legacy Oracle server and computes the records that need to be updated and then calls into a serviced component running in com+(On the SQL Server) passing in the records that need to be updated in the form of xml string. The serviced component is called with 1000 records at a time and the entire 40,000 records are not passed in one single shot because of memory exceptions. The serviced component calls into a web service (on the CRM machine) and passes batches of 20 records at a time. The xml is parsed using an xml reader and we update account information in MSCRM by calling in the MSCRM object model, with the information in the xml. The problem: The process runs through fine when we try this with a low volume of records( 100s and a few thousands). Initially the memory held by the w3wp process increases and after the first 2000 records it becomes grows to about 150MB (Without running the integratino it stays around 80MB with people using MSCRM) and has meager increases for a while then it starts to increase faster. Once the w3wp.exe process is using 200MB of memory the MSCRM site does not respond when hit using IE but the integration continues to run. The memory held by the w3wp process increases until it reaches 800MB and finally stops with a System.OutOfMemoryException. This usually happens around the 14K to 16K records procesed. The hardware configuration that we have on the test environment is CRM 2.4 Gig 1 gb RAM SQL 2.4 Gig 1 gb RAM The DTS package and the serviced component exist in the Sql machine and the serviced component calls into a web service located in the CRM machine to migrate the data into MSCRM. Any ideas we could try to get it to not keep growing. Thanks Hoss Tag: Multiple products? Tag: 20799
  - 20
    - CRM Sales for outlook I know in CRM you can right click an email and promote it to an activity, as long as the MessageType is IPM.Note. Is there any way to handle other message types... CD Tag: Multiple products? Tag: 20783
  - 21
    - SFO Client - go offline error I have setup an office with 5 SFO clients. All are working except for one, when that person tries to go offline he gets an error stating "network not found' looking for the named CRM SQL server. This is a first attempt at going offline. Anyone run into this? Any help would be greatly appreicated! Thanks Silas Tag: Multiple products? Tag: 20782
  - 22
    - Obtaining a User List from the CRM I need to obtain the users that are members of a specific role in the CRM for my custom interface. How can I do this? Thanks! David Tag: Multiple products? Tag: 20781
  - 23
    - Course 8018a CRM - Installation and Configuration Working through course 8081a and I am unable to use internet explorer on the client machine (winXP) to reach MS CRM located on a SBS 2003 box. There are no error messages. I simply put http://crm and in a few seconds IE6 disappears and that is it. Anyone have any suggestions. CRM is loaded on a SBS2003 Premium addition machine. Thanks in advance for any assistance. Reuben Tag: Multiple products? Tag: 20775
  - 24
    - How Add a New Organization in a Existing CRM Server? Hello, We try to add another new organization and its licence to a Crm Server that we have installed previously. is It possible to do this? how can i do it? We have the CRM 1.2. Tag: Multiple products? Tag: 20773
  - 25
    - Crystal Reports Version I am trying to add/modify Crystal Reports... When I try to install the Crystal Reports Enhanced Edition from the CRM CD, I get the following error message: Setup has detected that you have Crystal Reports 9.2.0 installed. You must first upgrade to Crytal Reports 9.2.2 to continue with this setup. In MBS CRM 1.2 Reports FAQ white paper, it says: "To modify reports, you must purchase the Professional, Developer, or Advanced edition of Crytoal Reports 9." Does anybody know whether I have to purchase this update from Crystal; or should Microsoft provide this update??? If Microsoft provides this update, how can I get it? Thanks, Ian Tag: Multiple products? Tag: 20772

I am getting ready to deploy several Microsoft solutions
onto two servers and am wondering if anyone has any
thoughts on where each product should go, what order I
should deploy stuff, and any special considerations you
may have. The two servers are both dual Xeon 2.8
processors with 2 GB of RAM.

The solutions are:

SharePoint Portal Server 2003
CRM Server
Project Server
Exchange Server
SQL Server
Great Plains (Hopefully 8.0, possibly 7.5)
BizTalk

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