Neglected Opportunities

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  - 1
    - Neglected Leads Does this report simply look at the modified date on the lead?? If this is the case then it is very possible that the lead has been active because manya activities could have been added which do not update the modified date. Does anyone know how to run a query to search for all leads that a) do not have any activites set at all (at any status) b) do not have any activities due from now today forward (this must also capture those leads with no activities at all). Many thanks James Tag: Neglected Opportunities Tag: 82627
  - 2
    - linked price lists in CRM Would be helpful to be able to link price lists so that when one is changed, others automatically update. Eg if wholesale price list changes then it will update retail price list. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0d7ae63e-486f-41ee-b269-6763f271d520&dg=microsoft.public.crm Tag: Neglected Opportunities Tag: 82624
  - 3
    - Map custom entity to the to-field We implemented crm 3.0 with a lot of custom entity's. Now we discovered that if we select for example a employee and if we want to send an email to the employee (custom entity), we cannot fill in the email-adress from the employee (or better, filled in automatically) After opening a ticket by ms (we have an acces-id and a contract for support), we got this message back: "There is no way to map the email address from the custom entity to the To field in the email form." We hope it can be solved in a next version ---------------- 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=cfa2acbc-a02a-4dc0-97c7-f69f8cdad772&dg=microsoft.public.crm Tag: Neglected Opportunities Tag: 82621
  - 4
    - Display Name of the Entity I want to suggest that CRM should have a feature of dynamic display name for an entity. For example, I create a custom entity. Then, I relate it to entity Product. In the form of my custom entity, I want the lookup field for Product display the product number (ID) instead of the product name without changing the values of the entity's data in the database. Another example, I want to display the customized full name that depends on what pattern I want to use. The first example displays only a column, while the second example displays the concatenation of two or more columns. It looks like formula. CRM must have the options that this customization will affect either to all or to only one related entity. This is possible. I hope this in the future version of CRM. ---------------- 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=f51b7b91-488d-4a3f-b97a-78bea2b8aa5d&dg=microsoft.public.crm Tag: Neglected Opportunities Tag: 82620
  - 5
    - VPC and MS CRM Mobile Hi, Can I install CRM Mobile 3.0 in a VPC with MSCRM 3.0? It seems it doesn't work... it always looking for my instance of SQL Server but all parameters are valid. Please advise. Tag: Neglected Opportunities Tag: 82619
  - 6
    - Relationship Question I'm trying to create a relationship between Service Activity and Product...it doesn't appear possible. When I go to the Product Entity and then to Relationships, I click New One to Many. It gives me as my only Entity options two new Entities that I created for purposes of practicing. What I was hoping to see was the whole list...in particularly Service Activity. I can't remember how, but one time I was able to see a more complete list of Entities to choose from when creating relationships, but most of the time I only get the two entities I created while practicing. Do I have options or am I oging to be forced to Convert the the Service Issue to an Opportunity or Quote or Order before I can select product? -- Steve Tag: Neglected Opportunities Tag: 82618
  - 7
    - CRM email blasting failure box Hi, have any one made use of CRM 3.0's email blasting feature extensively? I notice that there's a send and a failure box. My first question is .. I have already install crm roll up 1, but when I distribute a email, i realise that I still have to send the email one-by-one, which is not acceptable for sending like 100 000 email, just for an example. Further more i notice that there is very limited information regarding the failure box. Does anyone knows what kind of mail is send there? I will appreciate if anyone share some information about this feature with me, because this feature seems to have very limited information about it. I search books and internet with little results.. Thank you, Jimmy Tag: Neglected Opportunities Tag: 82616
  - 8
    - CRM 3.0: Customizing Entity Relationship My company is using Microsoft Dynamics CRM 3.0. I am assigned to test its functionalities before we implement it. I am new in this application. Is there somebody who can guide me and help me to solve some issues like this: I create two custom entities: Service Work Order (SWO) and Inventory and Service (IS). I relate SWO to IS as one-to-many relationship, parental behavior. And I also relate IS to Product as many-to-one relationship, referential, restrict delete behavior. It is good to see the associated view of IS in the SWO Details tree view, but the problem is I don't want to see the associated view of IS in the Product Details tree view. Is there any way that can solve the problem without using JavaScript? If there is no other way, can JavaScript solve the problem alone? If yes, please reply me with the JavaScript codes. Please help! I hope for an immediate response. Thank you. Tag: Neglected Opportunities Tag: 82615
  - 9
    - Question re Enterprise License Hi, Our clients have enterprise install cds, which means upon install, there are 100,000 licenses. However, they have only purchased 50 licenses. Is there some way of changing this in the deployment manager so that they aren't able to exceed what they have purchased? Thanks in advance. Tag: Neglected Opportunities Tag: 82609
  - 10
    - Send Entity GUID to workflow custom assembly How would you go about sending a GUID to a workflow custom assembly. I am trying to send it, but of course the primary key GUID field doesn't show up in my list of dynamic assignable fields. Any ideas?? Am I stuck having to set the GUID value to another exposed field on the on save event?? Any help is appreciated. Thanks Tag: Neglected Opportunities Tag: 82600
  - 11
    - w3wp.exe errors I have a client that is getting w3wp.exe application errors every morning, and I am not sure if it is related to CRM or other related c360 products or not. They are running a batch file early each morning to do an iisreset due to other iis problems they were experiencing. When they come into work in the morning, there is the w3wp.exe application error on the server monitor. Clicking through this error pops up 2 more of the same. Has anyone seen this before? Thanks, -Rick M. Tag: Neglected Opportunities Tag: 82595
  - 12
    - Workflow based on create Product entity -- possible? Hello all, Sorry if this is an elementary question -- I'm kind of fumbling my way around on this, and I haven't found any documentation or resources on any other sites that directly answer it. The basic workflow I want to accomplish is for our accounting department to be notified (via email) when a product specialist adds a new Product to the system. I'm trying to use Workflow Manager to create a new workflow based on the create event for the Product entity type, but that type isn't in that primary list in Manager. I see maybe 25 built-in types in there, but not Product. The weird thing is that I can see 5 or so custom types that we added to the system, in that list. It seems amazing that I can base workflows on our own dynamic, custom types, but not on the Product type that was comprehensively known by the developers, and which I would've considered to be a central type to the entire system. Am I missing something? It seems like it, since I have never seen anyone else anywhere ask this question. Maybe we're just off the wall in what we're trying to do. Does anything special have to happen for a type to be compatible with workflows? Thanks in advance, Jeremy Tag: Neglected Opportunities Tag: 82592
  - 13
    - Customzing entities and adding attributes/fields to forms Hello all, We are trying to add a custom field to the Case section of our crm. We have clicked through customize entities then chose case and clicked attributes. When we fill out the form and then try to save and close we get the message "An error has occured. Please see your system administrator." We are receiving this message any time we try to add any custom attributes. We are logged in with admin privs to both CRM and the domain. Is there an alternate way we should be approaching this? Thanks in advance Andy Tag: Neglected Opportunities Tag: 82584
  - 14
    - Tiered pricing schedule Any thoughts on how to do this pricing in CRM? The client pricing schedule is tiered: 1-5 is $1,000 each 6-50 is $600 each 51 and up is $500 each Example: 10 items purchased is 5 x $1,000 plus 5 x $600 for a total of $8,000. There is similar pricing for additional products. Thanks, -Rick M. Tag: Neglected Opportunities Tag: 82583
  - 15
    - Dumping out a single record of data for external processing Hello, I'm interested in extracting out some field data in single record for further processing by an outside application. My idea was to creat just a generic report that would query the fields that I would need, and that particular record. Then perhaps I could export it out so that the items would show up in a text file as: FieldTitle1 Fieldcontents1 FieldTitle2 Fieldcontents2 etc... Does anyone have any ideas as to a better way to do this? I've been playing with T-SQL for basic reporting needs we have, and thought going this route would make it simple in that once the report is published, it would show up in the menu. What I'm not experienced at is stored procedures, or isolating that particular record. Thanks, Sketchy -- Sketchy Tag: Neglected Opportunities Tag: 82581
  - 16
    - Changing Address Fields Lengths Hi, Well my question is how do change the length of the fields "Address_line1", "Address_line2" and "Address_line3" of the forms Accounts, Contacts and Leads. I looked for this fields directly in the SQL Server tables but the only address fields I found was the fields "Line1", "Line2" and "Line3" of the table InternalAddressBase wich I think are not the fields I need to change.... Anyway I changed the length of this fields on the SQL Server from 50 to 100 but when I tried to change this lengths directly on the CRM - Customizations it stills gives the error message: "You must to use a length between 1 and 50". Do you know wich tables have the address fields of the Contacts, Accounts and Leads? And how do I can change the lengths of this fields? (without the error message) :) Thanks! Tag: Neglected Opportunities Tag: 82568
  - 17
    - NDR's after Un-Installing CRM 3.0 I am getting an NDR for every email being sent after I removed CRM and the CRMrouter mailbox. How do I stop all the mail from routing to the CRMrouter mailbox? Tag: Neglected Opportunities Tag: 82567
  - 18
    - Display of CRM data in SharePoint Is is possible to allow non-CRM users the ability to view CRM data on SharePoint without using the CRM external connector? Thanks, -Rick M. Tag: Neglected Opportunities Tag: 82566
  - 19
    - Announcements in Crm Can u set it that announcements shows to all users when they log on,as there is no workflow for announcements. is there any way to intergrate a ticker at the bottom of Crm to show information? Tag: Neglected Opportunities Tag: 82562
  - 20
    - Problem with calender creation in Outlook Hi NG, I installed CRM these days and got a bigger problem. (Outlook 2007) When I am creating a calender item in outlook (not crm client plugin, as usually in outlook) and then create a connection to a crm lead or anything like that, I get the error, that maybe the CRM server isnÂ´t availible. If I click ok, I get one more error telling me there is an error with the item and if I wanna ignore it or not. (no matter what I click the result is the same). In my outlook calender, the appointment/item is there like it should be, but not at the crm part. Anyone got an idea how to solve this problem? Anything else is working fine. I am able to add email messages, contacts and so on to my crm data, only calendar items are running into problems. ThankÂ´s for your help. br RenÃ© Tag: Neglected Opportunities Tag: 82560
  - 21
    - how to change the title bar of outlook client How can i add an image to the title bar if the outlook client and where do i change the addres shown there? Then is it possible to add a watermark page as the background of all pages of crm? Tag: Neglected Opportunities Tag: 82559
  - 22
    - Crm sql error When i try to do a full text search on my knowladge base articles i receive an error saying - "sql server timeout expired." i have checked and full text search is enabled on the sql server. how do i enable it and where? Tag: Neglected Opportunities Tag: 82558
  - 23
    - Contacts missing from Outlook view on CRM I have the following problem with CRM: Outlook 2003 using latest client and "Outlook Crash" hotfix. From within Outllok all contacts can be seen via Sales, Contacts. When a new message is created in Outlook and To is selected, followed by CRM Contacts then certain contacts do not appear in the contact list. This is only true for a couple of PCs, the rest seem to work OK. I have tried removing the CRM client and re-installing, but it doesn't make any difference. Anyone got any ideas why this is happening? Mark Tag: Neglected Opportunities Tag: 82550
  - 24
    - Remote Access Problem Our newest laptop image does not allow the user to access CRM through the https connection while out of the office. It's definitely tied to the settings on the local computer because the user can access CRM on other computers and in the office. I'd welcome any troubleshooting ideas. I feel like I've expended my bag of tricks on this one. Sarah Tag: Neglected Opportunities Tag: 82549
  - 25
    - Merging to CRM Server Data togother Hi, We have 2 CRM servers containing both similar and unique data records. This covers all entities including: Users, Account, Contacts, Quotes, Orders, Leads, Opportunities ... Etc So you could find for example that one of the servers contain the same user on the other server and so on for other entitiesâ?¦ etc. We intend to get rid of one of the servers by migrating, or in fact merging its CRM data with that of the other server. I found few threads in this newsgroup that discuss similar issues but not exactly the thing I am looking for. I think the SCRIBE Insight migration tool does this job. However, what worries me most is maintaining the integrity between the various entities of the CRM records. Because imagine for example that a Quote record includes in its columns foreign key relations to users, accounts,.... etc. So what happens when the migration tool migrates a record and discovers that one of its FKs does not exist (Example: An owner or a user)? Does it create this user first... ? And so on... I hope you got my point Do you know of any body that has used SCRIBE before to do a similar job? I say that because if I decide to purchase the $495 45-Day SCRIBE License and then it does not at the end do this migration job, my manager will kill me :-) or at least he will deduct this $495 from my salary :-( I tried to contact Scribe about this issue, but I did not get clear satisfying answers! In fact, they advised me to purchase some consultancy services from them which I think will cost us even more than the tool itself! Any ideas? Please help! Tag: Neglected Opportunities Tag: 82547
- Next
  - 1
    - Ms CRM 30 - security roles configuration Dear all. I need your precious help in configuring security roles. We the following organization: 2 business units, called A and B. A has 2 child business units, called A1 and A2. We would like that: - contacts under A1 or A2 must be visible (read-only) by all users under A1 or A2 but editable only by users in owner business unit (i.e. contacts in A1 are read-only for A2 and read-write for A1, contacts in A2 are read-only for A1 and read-write for A2) - but contacts in B must be visible and editable only by users in B. I tried several configurations of users and roles but I canâ??t find the right one. Can anyone help me? Thanks in advance Alessandro Tag: Neglected Opportunities Tag: 82545
  - 2
    - MSCRM 3.0 Redeployment tool issue Hi, I build a virtual PC image for my CRM project, create custom entities and customized some forms and attributes. In new custom entities, I created new records. Now, I want to deploy my CRM customization in my VPC image. Can I use MSCRM Redeployment Tool so that I don't have to re-enter the records in my custom entities? When I did this, there is always an error in Import AD Users screen. It seems that the MS CRM users cannot be picked from AD. Please help. Tag: Neglected Opportunities Tag: 82534
  - 3
    - Changing the Customer lookup View Hi all, I got a lil question.. when searching for a contact on the case form, We choose the contact from the customer lookup field - thats because we need to send an email via workflow to the contact. the problem is when we open the lookup view we always need to change the search type to contact from account. is there any way we can change the lookup window so that we'll get the contact as the default lookup? hope I made myself clear.. Tnx in advance, Guy s. Tag: Neglected Opportunities Tag: 82530
  - 4
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Neglected Opportunities Tag: 82528
  - 5
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Neglected Opportunities Tag: 82527
  - 6
    - Custom Entities and Relationships Hi We created a custom entity called Projects and we created a parental relationship between Projects and Accounts and referential relationship between Projects and Opportunities. We are using this entity to track the projects that were created to qualify opportunities. If we click on Opportuntity,click on Projects in the Navigation Pane, click on New Project the customer field is not automatically populated on the New Project form as it normally would be if you click on new Quote or new Order. We tried to map the fields and were unsuccessful. I am of the opinion that we have created the wrong relationship. If we create a contact within an account the customer field is automatically populated. Really appreciate your assistance. Thanks Tag: Neglected Opportunities Tag: 82526
  - 7
    - CRM 1.2 on a new domain Hi, I had a network desaster a few days ago and the whole new domain was created. I had a CRM1.2 server on my old domain which i need to use. Can anyone help me to iether add the old CRM to the new domain or somehow export all the data and add to a new CRM in the new domain? Tag: Neglected Opportunities Tag: 82523
  - 8
    - Auto-fill Custom Age field based on Date of Birth Hi, I was just wondering if anyone can help me with this. In the contact form we have a date/time field for date of birth, and a custom int field for Age. How would I go about auto-filling the age field depending on the date of birth of the client, as well as today's date? I tried an onchange event that works, however this won't update the Age field going forward after the initial data entry into the date of birth field. Thanks for all your help, Sam. Tag: Neglected Opportunities Tag: 82520
  - 9
    - Booking recurring sales in CRM? Some of our products have recurring charges (such as monthly rental fees, or maintenance charges). Is it possible to set this up in MS CRM? Tag: Neglected Opportunities Tag: 82515
  - 10
    - .net 3 not being detected by CRM Desktop Client installer Hi all, I have a Vista 64 bit Dell M1710 (out of the box), have been trying to install (any) version of the CRM3.0 desktop client. It always falls over at the same stage where it looks at what components need to be upgraded. it says that .net framework 1.1 must be installed 'missing (must be installed by user)' - The OS comes with .net3 and this is installed. What I have tried. * unistalled and reinstalled .net 3 from OS * tried installing previous version of .net (2) 64 x - got error during install that '.net is already installed as part of the operating system' Please help.....! Tag: Neglected Opportunities Tag: 82513
  - 11
    - How to cc someone on emails through Direct Mail feature Hi, I am trying to use Direct mail to send emails to a list of leads/contacts. How can I cc my manager on the emails that are going to be sent out through direct mail. Thank you Tag: Neglected Opportunities Tag: 82511
  - 12
    - Some CRM Appointments not synching in outlook Hi, I have a situation where some CRM appointments are not synching in outlook. They users are the owners of the appointments, and they are able to sync other appointments fine. Any ideas? Tag: Neglected Opportunities Tag: 82510
  - 13
    - Re: CRM Server Backup/Restore Instructions Search for "redeployment tool " if u want to move to another server . Tag: Neglected Opportunities Tag: 82498
  - 14
    - Re: CRM Server Backup/Restore Instructions Search for "redeployment tool " if u want to move to another server . Tag: Neglected Opportunities Tag: 82497
  - 15
    - CRM Server Backup/Restore Instructions I know that there is a document that describes how to backup CRM by backing up the Active Directory, SQL Server DBs and XML Customization files. However, is there a document that describes how we can restore this backup on the same or another server? Thanks Tag: Neglected Opportunities Tag: 82496
  - 16
    - CRM Laptop Client for Outlook / TCP Ports I was asked by our System/Network Administrator to give him an official list (Supplied by Microsoft) containing all TCP Ports that need to be opened on a Firewall in order to enable remote users to connect to the CRM server through CRM Laptop Client for Outlook. Is there such a list? Where can I find it? If not then what do you recommend we should do in order to know (ALL) the used TCP Ports by CRM Laptop client ? Thanks Tag: Neglected Opportunities Tag: 82495
  - 17
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. PS" i am having problem wid google crm group" Tag: Neglected Opportunities Tag: 82493
  - 18
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. PS" i am having problem wid google crm group" Tag: Neglected Opportunities Tag: 82492
  - 19
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Neglected Opportunities Tag: 82491
  - 20
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Neglected Opportunities Tag: 82490
  - 21
    - Re: RsPublishAction failed http://support.microsoft.com/kb/916168/en-us If it doesnt work , google this group with keyword ""The request failed with HTTP status 401: Unauthorized". There are some posts from past. cheers. Tag: Neglected Opportunities Tag: 82489
  - 22
    - CRM reports problem Hi, When I try to view a CRM report [using SQL Server 2005 Reporting services], the following error is displayed: "You do not have sufficient privileges to view this report. Contact your system administrator" I would really appreciate if someone can provide guidance in resolving this issue. Thanks. -Sekhar Tag: Neglected Opportunities Tag: 82486
  - 23
    - Pop Up su CRM Hi, i'm trying to insert a pop up window on a crm contact form. I want to update a field bye choosing by windows pop up list. For example... If country is 'United State of America' ... form will open a pop up with all the state in USA... by clicking on one state... a field on a contact form is populated. IS IT POSSIBLE ? I have error on this script on the pop up page... function selectState(name) { alert(self.opener.document); alert('State:'+self.opener.document.crmForm.all.address1_stateorprovince.value); self.opener.document.crmForm.all.address1_stateorprovince.value=name; window.close(); } </script> Tag: Neglected Opportunities Tag: 82484
  - 24
    - Making accounts (Companies) public What is the best way to accomplish the following: We have a number of companies (accounts) that we want viewable by the entire organization. Thoughts are to use Relationship Type attribute to class account(Company) records. We want all supplier records to be viewable by all. Some possible solutions 1) Create a team including the entire organization and share the record using either workflow or a callout on change of relationship type. 2) Hmm... I thought I hade more ideas. I guess not. What is the best approach to accomplish this? M Tag: Neglected Opportunities Tag: 82481
  - 25
    - Sql server reporting services error Hi, I am unable to access Sql server report manager. Error: The request failed with HTTP status 400: Bad Request. Any help will be greatly appreciated. Thanks, -Sekhar Tag: Neglected Opportunities Tag: 82478

How can I do an advanced serach to find those opportunities that have been
neglected e.g. where an opportunity does not have any activities open that
are due in the future OR Where an opportunity does not have an activity
modified in the last X.

If this is not possible can anyone help me out, what do you do???
Potentiall I was thinking about adding a field to opportunity that gets
updated whenever an activity associated with the opportity get created or
modified. Is this possible without using callouts (I am not a developer).

Thanks James

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