Opportunity Close - Adding Feilds

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  - 1
    - Unable to Share Parent Contacts Hello - has anyone had an issues with sharing Parent Contacts that have sub contacts attached? I have found that the subcontact can be shared no problem and when you disassociate the parent contact with the subcontact - it too can be shared. The problem seems to lie in the fact that that as long as a parent contact has associated sub-contacts - it cannot be shared: The following error message occurs: A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again. Tag: Opportunity Close - Adding Feilds Tag: 64291
  - 2
    - Business Data Lookup I have installed the Business Data Lookup add on which is supposed to allow CRM data to be inserted into office documents such as a Word file. Inside of Word 2003, I see a "Insert from CRM" button, but when I click on it, nothing happens. It is just clicked, but no options come up after that. Is this a bug? --- Brandon Office Equipment & Supplies http://www.presentationsdirect.com Tag: Opportunity Close - Adding Feilds Tag: 64285
  - 3
    - Regarding Multiple Records in an Email I am about to lose a deal to Salesforce.com. Apparently they have a way to regard multiple records, and CRM 3.0 does not. I have a prospect that frequently emails a customer about 3 vendors products (Vendor A, B, and C). In order for them to quickly answer a particular Vendorâ??s call on the status of a client, we need to be able to attach that email to not only the customer/contact, but also all of the Vendors (A, B and C) that the email was related to. Any ideas? Tag: Opportunity Close - Adding Feilds Tag: 64283
  - 4
    - AttributeMap table can't be cleaned with MSCRMDeletionService Hello, I'm getting errors in my event log whenever the MSCRMDeletionService is run. Error: Deletion Service failed to clean up some tables. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. I ran the service using the console and I found that the AttributeMap table is the culprit. I believe this problem was a result of an earlier problem that I encountered. Here's the issue description of the error and the workaround. MS should be aware that CRM allowed me to remove a custom attribute that was being used in relationship mappings. CRM ISSUE----------------------------------- "Query Builder Error - No Attribute" when viewing relationship mappings ----------------------------------------------------- This error occurs when an attribute that was previous mapped to another entity was deleted from the entity. apparently CRM doesn't automatically remove the relationship mappings! Workaround: turn on developer errors so you can see what attribute is missing. Re-add the attribute. Delete the mappings. Delete the attribute again. here's a sample: 'Quote' entity doesn't contain attribute with Name = 'new_pcgprojectnumber'. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: Microsoft.Crm.Metadata.AttributeMetadataNotFoundException: 'Quote' entity doesn't contain attribute with Name = 'new_pcgprojectnumber'. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. END CRM ISSUE----------------- I've added the suspect attribute back into the quote, order, invoice entities where they originally added. I still get the error when it tries to clean up the AttributeMap table. Does anyone know how I can troubleshoot this error? I would image there's an orphaned attribute that is causing the problem. Thanks, Brian Tag: Opportunity Close - Adding Feilds Tag: 64282
  - 5
    - Report server and crm database This is a multi-part message in MIME format. ------=_NextPart_000_0019_01C6A4FC.DEAF92C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Here is my scenario. I have deployed CRM professional to the test environment. It is working = ok. I need to deploy to production. The current reporting server that is = running Microsoft SQL server 2000 will be decommissioned in a few months = or so. So if I use this server I will need to change the report server = URL Also, the database server that is on production (also SQL 2000 = running on Windows 2000 Server) will be replaced (may be with another = name) in about 7 months due to planned upgrade. Given this situation, if I deploy CRM to production now, is there a way = to change the report server and/or the CRM database in the future when I = need to? If it is possible to change these components to point to = different server, how? The CRM will be running on Windows Server 2003 = and clients will use a mixture of Web and Outlook 2003. Thank you! OD ------=_NextPart_000_0019_01C6A4FC.DEAF92C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2900.2912" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>Here is my scenario.</FONT></DIV> <DIV><FONT face=3DArial size=3D2>I have deployed CRM professional to the = test=20 environment. It is working ok. I need to deploy to production. The = current=20 reporting server that is running Microsoft SQL server 2000 will be=20 decommissioned in a few months or so. So if I use this server I will = need to=20 change the report server URL Also, the database server that is on = production=20 (also SQL 2000 running on Windows 2000 Server) will be replaced = (may be=20 with another name) in about 7 months due to planned = upgrade.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Given this situation, if I deploy CRM = to production=20 now, is there a way to change the report server and/or the CRM database = in the=20 future when I need to? If it is possible to change these components to = point to=20 different server, how? The CRM will be running on Windows Server 2003 = and=20 clients will use a mixture of Web and Outlook 2003.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Thank you!</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>OD</FONT></DIV> <DIV> <SPAN = id=3D__#Ath#SignaturePos__></SPAN> </DIV></BODY></HTML> ------=_NextPart_000_0019_01C6A4FC.DEAF92C0-- Tag: Opportunity Close - Adding Feilds Tag: 64281
  - 6
    - Stupid Question: Where to buy CRM 3.0? Hi, I am in Canada. We are planning to buy CRM 3.0 SBE, and instll it on our own SBS 2003 server. But I did not find where to buy CRM server license and user cAL. Any suggestions? Thanks, Cindy Tag: Opportunity Close - Adding Feilds Tag: 64279
  - 7
    - CRM 3.0 Account Last Contact Date I can't seem to find out how to filter accounts by last contact date. We need to be able to filter those accounts that have not been contacted recently, so we can call them. Tag: Opportunity Close - Adding Feilds Tag: 64277
  - 8
    - Access CRM Templates from Outlook Client Hi: I see it written in CRM Help: Microsoft CRM mail folders You can use the Microsoft CRM folders to create and access records in Outlook and Microsoft CRM that use the Microsoft CRM activity forms. If you create records when you are working offline, they are synchronized to the Microsoft CRM server when you go online. This method gives you other conveniences, such as access to e-mail templates. Do you know the steps to access the CRM templates from Outlook? Thanks, Chris Tag: Opportunity Close - Adding Feilds Tag: 64273
  - 9
    - Recurring Outlook Appointments & CRM 3.0 Does CRM 3.0 support Recurring Appointments. That is, if a user setups a recurring appointment in Outlook, will it show up in CRM 3.0. (This is Not supported in 1.2) Thanks, Jim Tag: Opportunity Close - Adding Feilds Tag: 64272
  - 10
    - Help on Queue - Take II Hi, Can someone explain me and help me out about how to get the queue system working? im not getting it... * When i try to send a email to: support@mydomain.com <-- this didnt work out... the email dont get on the queue to assign later on... in the email router i have estabelish a rule for support@mydomain.com to the crm user that have the queue... * When i try to send a email to: support@mydomain.com; myuser@mydomain.com <-- this works .. the mail gets in the user queue and is assigned to my user... * if i try send a email to support@mydomain.com ; anotheruser@mydomain.com this doesnt works.. the email dont get in the queue and not even assigned to the user.. he even dont enter the system... * if i send a email to anotheruser@mydomain.com he enter the system and get assigned (on the queue) to the user... I mean is it possible to have a email like support@mydomain.com that could queue emails that we could assign later?... this not seems to work out... the email need to get assigned to myuser to enter the queue.. weird :( ps: i tried using outlook Tag: Opportunity Close - Adding Feilds Tag: 64271
  - 11
    - Domain Conflict Hi, Recently we have installed CRM 3.0 on a new domain since the beta was running on our existing company domain. To inegrate CRM outlook online version and to connect to the crm server, is it mandatory to have both the domains(the CRM domain and our company domain) same? Regards, George Tag: Opportunity Close - Adding Feilds Tag: 64270
  - 12
    - Address Label I want to add a button to the contact and order forms which will extract the name and address fields and automaticaly insert them into a template. I would like the template to format as a label which can go directly to a specific printer (label printer). Any ideas, or has anyone done this before? Tag: Opportunity Close - Adding Feilds Tag: 64261
  - 13
    - CRM Toolbar Missing.. cant add back in We have 70 of our salesmen using the outlook client. One of them is having a problem that I cant figure out. His toolbar is missing so crm doesnt work. I have tried adding it back in and it gives me this error. "An error occured loading Microsoft CRM Functionality. Try restarting Microsoft Outlook. Contact your system administrator if errors persist." this error pops up in a grey application window. Then if i click on one of the crm folders, everything except the content of the page loads up. "Page title and navigation, search boxes, etc." When it gets to trying to load the list of records it gives me this error. "An error occured loading Microsoft CRM functionality, Try restarting Outlook. Contact your system administrator if errors persist" this error has a yellow background. Please help if you cant, I am stumped. josh Tag: Opportunity Close - Adding Feilds Tag: 64260
  - 14
    - Print security rols matrix Is there any way of printing a report detailing each of the privelages associated with each of the security roles set up in the MS CRM system It is a lot easier to use a report then flick between roles on the sceen Tag: Opportunity Close - Adding Feilds Tag: 64257
  - 15
    - Urgent Help Workflow Error Hi Guys, Have a workflow which has been working fone for weeks. The System is due to go live today and now I'm getting the following error. I think it could be corrupt MetaData. "Error code = 80042c23.Platform evaluation engine error. Workflow could not retrieve information to perform the 'update' action. Thanks for any help Tag: Opportunity Close - Adding Feilds Tag: 64255
  - 16
    - Use relationships with leads Hallo to all, i want to use, the customer relationships that we use with accounts and constacts, with leads as well. Is it possible? Thank you in advance, Vasiliki Sioti Tag: Opportunity Close - Adding Feilds Tag: 64254
  - 17
    - Going offline and Contacts not showing I have the CRM client installed on my notebook, and when I go offline, everything is there, except for the Contacts. Any help would be appreciated. Tag: Opportunity Close - Adding Feilds Tag: 64249
  - 18
    - Mapping Failure Hi My attempt at mapping, to allow information transfer from lead to both opportunities and companies, has failed to some degree. The mapping works for opportunities but not for companies, despite the identical process I have followed. The attribute mapping is for a picklist. Any help would be greatly appreciated. Tag: Opportunity Close - Adding Feilds Tag: 64247
  - 19
    - Internal e-mail in queue (in CRM 3.0) Sorry if i am repeating it , i tried but couldnt find the answer. I can get the external e-mail in queue but not internal e-mail in CRM 3.0. Is there any work around?, i did something wrong , or this is the way , it works :0) regards / Aami Tag: Opportunity Close - Adding Feilds Tag: 64243
  - 20
    - The IE closes automatically when I access the CRM site. Hi all, I installed the MS CRM 3.0 just now. I opened the IE and tried to access http://crmwebsitename. But when I inputed domain account name and password, the IE closed automatically! Why? Thanks in advance. Alan Tag: Opportunity Close - Adding Feilds Tag: 64240
  - 21
    - Activities associated to a new entity I created a new entity that is child of account. Is it possible to create activities to this new entity and they appear in the account activities??? Tag: Opportunity Close - Adding Feilds Tag: 64238
  - 22
    - Email Template in Campaign Activity not available We're trying to use an e-mail template in a campaign activity, but we can't find the appropriate button in the form. Does it mean that the use of a template is not directly available in a campaign activity (email type)? We're able to use a template only in we create an email activity from the "Activity" menu... Thank's Alessandra Tag: Opportunity Close - Adding Feilds Tag: 64235
  - 23
    - Difference between Teams and Business Units Hi, We are trying to implement CRM 3.0.Our sales teams are divided in to four groups and we would like to restrict their record access groupwise . Each team consists of a Manager and few executives. Even though I have created teams and added the corresponding members, every one can see all the records. Do I have to create a business unit to solve this? Regards, George Tag: Opportunity Close - Adding Feilds Tag: 64230
  - 24
    - Showing entities in an iFrame var navActivityHistory; navActivityHistory = document.all.navActivityHistory; if (navActivityHistory != null) { navActivityHistory.style.display = "none"; document.all.IFRAME_HistoryFrame.src="/sfa/conts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=2&security=852023&tabSet=areaActivityHistory"; } else { alert("navHistory Not Found"); } The above code is used to retrieve specific information into an iFrame.Can anyone tell me what the variable "navActivityHistory" is used for?? Is it a pre-defined variable in CRM?? why r we using it in "document.all.*". And,what is tabset...can u give a brief description about this!!! Thank You Chaitanya. Tag: Opportunity Close - Adding Feilds Tag: 64226
  - 25
    - Retrieving attributes of entity in an m:n relationship into an iFr How can we retrieve the attributes of an entity in an m:n relationship? for example: we are creating some products.We are creating some opportunities for an account.Now,we're associating the products to these opportunities through opportunityproducts. Now,i want to display all the products related to an opportunity in an iFrame.And,viceversa.But,as opportunityproduct is used as mediator to create this m:n relationship between products and Opportunities,we are unable to fetch the details of products/opportunities into the iFrame.Please help me in this regard. Regards, Chaitanya. Tag: Opportunity Close - Adding Feilds Tag: 64225
- Next
  - 1
    - Associated View display Inactive Entity Hi All, Just want to ask, how to set Associated View of Certain Entity to display just the Active Entity. Currently I notice that in a parental relationship, the associated view display all the child entity including Active and Inactive. Is it possible to configure that associated view just display Active Child Entity? Thank you. Tag: Opportunity Close - Adding Feilds Tag: 64215
  - 2
    - Error sending email from workflow I created a workflow that will send out an email when an entity is created/assigned. But the email is not sent. Checked the log in the workflow monitor, got error: Error code = 80049306. Access is denied. I checked that email is working by creating an email activity, send it to the same user as the workflow and it works fine. Why is it that it works fine when i create an email activity, but it does not work when sending from workflow? The workflow are created with a CRM user. I got other workflows e.g. to update an entity, and those works fine. Only having problem with sending email. Tag: Opportunity Close - Adding Feilds Tag: 64213
  - 3
    - Upgrading 1.2 to 3.0 We Planning to upgrade CRM 1.2 to 3.0 for our clients. We are trying to create a developer environment and perform the update. My question is if we go this route how can we install 1.2 on this dev servers (Key is unique as per domain). Can we have DEV or temp key for that particular domain? If YES... HOW? On the other hand if we install a fresh copy of 3.0 what is the process of data integration from old to new DB and what kinid of information we may loose throught this route. Thanks. Tag: Opportunity Close - Adding Feilds Tag: 64210
  - 4
    - ICRM Reporting of Shared Users on a client Is there a report which can be printed showing which users have been granted access to a particular client/record within ICRM? I looked at the dynamic worksheet exporting but it didn't appear to have a column which you could add for shared users on each record. Tag: Opportunity Close - Adding Feilds Tag: 64208
  - 5
    - updating a custom field in Accounts from another SQL database Is there any safe way to update a custom field in the Accounts on CRM without using .Net programming or expensive software like Scribe. We need to update a flag custom field using info from another database. I know how to do it using ODBC link in Access to the CRM table, but I also know this is not recommended due to security in CRM. But we do not have any other options right now. Giving that this is not part of the default fields in CRM, and we are only updating not adding or deleting, are there really any issues to worry about. If so, is there another option. Thanks, Malcolm Tag: Opportunity Close - Adding Feilds Tag: 64206
  - 6
    - Leads Customization First off I want to thank the help I've received so far, you have all been helpful. But I have yet another question! I'm working with customizing the Leads entity and I want to add the "Phone Call" icon to the top menu bar next to attachment and Send Email. I just want the icon to link to a New Activity Phone Call, so that the agents that go through their leads in the morning can easily log phone calls. I also want to add a "Completed" button to the menu of the Phone Call activity screen. What is the best way to go about this? Thanks, LJD Tag: Opportunity Close - Adding Feilds Tag: 64203
  - 7
    - Include a custom entity in CRM marketing lists and campaigns It is possible to add a custom entity in CRM marketing lists and campaigns? Tag: Opportunity Close - Adding Feilds Tag: 64199
  - 8
    - Import Accounts / Contacts - How to get GUIDs in CRM? I remember seeing a posting some place a couple of weeks ago regarding importing contacts into accounts using Bulk Import. The posting had a link to a page/blog that someone had written up with code to display the GUID in search results/finds. In other words, I want an import process that does not involve SQL (why have to query using SQL, isn't Advanced Find usable)? I do not care if I have to have two separate import steps (well, I do, and Microsoft has clearly failed to make this important feature usable... I guess they're trying to keep Scribe happy at the expense of us all). Anyways, if anyone know of a step by step way to get Accounts and Contacts imported without using a 3rd party tool, please let me know. If you know the link I am referring to (was just some code you had to put onto the web server of your CRM), it would be appreciated. Regards, Chuck Tag: Opportunity Close - Adding Feilds Tag: 64197
  - 9
    - Change MS CRM 3.0 Install Account I have a client who has MS CRM 3.0 installed and running but it was installed using the domain administrator account. "Administrator" Is there a way to change the install so it no longer has the Administrator account as the install account? They have created another account. MSCRMInstall which was supposed to be used for the install. Also in 1.2 and 1.0 there were a few special circumstances when the install account was needed to be used. Is there any circumstances like that in MS CRM 3.0 or could I just add MSCRMInstall as an MS CRM system administrator and disable the install account. Thanks Hoss Tag: Opportunity Close - Adding Feilds Tag: 64194
  - 10
    - View Other Users Details How can a user view other users to see contact details of fellow employees etc? Tag: Opportunity Close - Adding Feilds Tag: 64193
  - 11
    - Spellcheck & Signature How do enable spellchecking when sending out e-mails through the CRM client (via the browser)? Also, how can I insert a signature through the browser? Thanks Tag: Opportunity Close - Adding Feilds Tag: 64192
  - 12
    - Outlook Client Install via VPN Hello, We need to install the CRM Outlook client to some remote users who are connected via VPN. Is this possilbe? I have read other post that seem to say there are issues because the cleint is not authenticated on the domain during the install. I could potentially have the laptops shipped to corporate, do the install and shipped back. Thanks. Tag: Opportunity Close - Adding Feilds Tag: 64189
  - 13
    - Advanced Find Filter Criteria When creating a filter for Account in Advanced Find, there is no field for Classification in the dropdown list. Could this be a CRM error or am I looking over the obvious? Thanks Tag: Opportunity Close - Adding Feilds Tag: 64187
  - 14
    - Workflow Rule based on picklist value I have created a new field as a picklist on the opportunity called "Type". I have a workflow rule that runs on create of opty, checks for value in type and then runs one of 3 manual sales process depending on the value chosen in type. this all worked fine until I decided to update and change the sales processes and I also exported and imported between dev and test servers. Now, the opportunity rule doesn't recognise the type field for some reason. Rule: Apply Processes when opportunity is created if Opportunity.Type = End User Project then Exec: End User Project end if ...and so on for the 3 sales process. I tried changing the rule as below and then created an opportunity in the free text field with the string "test" and it worked ok: when opportunity is created if Opportunity.topic = "test" then Exec: End User Project end if I then tried this and it just sits there waiting so doesn't recognise the type field for some reason when opportunity is created wait opportunity.Type = End User Project end wait Exec: End User Project while this one does work: when opportunity is created wait opportunity.description = "Bang head against wall" end wait Exec: End User Project considering it worked before and recognised the type field (I'm 100% sure that it did) and works with the test rules above anyone got any ideas? -- regards, Mark Tag: Opportunity Close - Adding Feilds Tag: 64184
  - 15
    - Allow all tasks to be re-opened for editing. There are frequent occasions where tasks need to be updated after they have been closed: Typos, time and date changes/updates, etc. If there is security concerned then limit who can update a closed task. ---------------- 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=7c2a2f82-d406-48aa-aa42-c7fa2326a30e&dg=microsoft.public.crm Tag: Opportunity Close - Adding Feilds Tag: 64182
  - 16
    - iFrames pulling CRM Reports For Accounts and Contacts my company wants to have the first tab displayed be read only. I have created an Overview tab and placed an iFrame in the tab for Accounts. I have tried to local reference the URL for the Account Overview rdl file but when I publish the iFrame it returns a blank. Does anyone have any suggestions? Thanks Tag: Opportunity Close - Adding Feilds Tag: 64181
  - 17
    - Scribe Insight - ACT to CRM 3.0 notes/history I'm trying to get the ACT notes/history records migrated into CRM using the Scribe workbench. The out-of-box functionality ties the note/history record to the account and not the contact. I need it tied to the contact (I would think everyone would). I'm trying to use a custom formula but I'm having no luck. Has anyone been able to tie the note/history record to the contact instead of the account using Scribe? Tag: Opportunity Close - Adding Feilds Tag: 64180
  - 18
    - Suggestion for Emails Microsoft should make Ctrl-Tab work in the body of an email. Since hitting tab sends focus to the next field, there is no way (that I can find) to place a tab in an email. Other programs I have seen allow the user to hit Ctrl-Tab to place a tab in the body of an email. It would be nice if this worked in CRM. Thanks Greg Tag: Opportunity Close - Adding Feilds Tag: 64175
  - 19
    - enable all fields I have been using the disable property of fields in jscript to ensure that users do not enter inconsistand fields of information. Does any one know of a way to loop through all the fields on a form to enable them. I would like to attach this script to the On Save so all fields will be saved. Below is what I got so far but it does not work. code sampe ========================= var obj = new Object(); foreach(obj in crmForm.all) { obj.Disabled = false; } ================================== Tag: Opportunity Close - Adding Feilds Tag: 64174
  - 20
    - HELP-The XML passed to the platform is not well-formed xml. Both my test system and my live system are experiencing this. I cannot import, export or customize anything. I know the entity (and relationships) that are causing the problem but I do not know how to reverse out of it. Can anyone help? Thanks Saira Tag: Opportunity Close - Adding Feilds Tag: 64172
  - 21
    - Assign an entity to multiple Users Is it possible in CRM 3.0 to assign an entity (e.g. a contact record or account record) to multiple users of CRM ? If yes, how ? Thanks Kishore Tag: Opportunity Close - Adding Feilds Tag: 64170
  - 22
    - More than 1 CRM install and single Exchange Hi all, I've done some searching and there seems to be a number of posts in this vein, but I am finding some a little confusing, or by no means clear or definitive. We have a Windows 2003 native AD, running Exchange 2003 Enterprise - A/P cluster back-end. We have just deployed a single server for an evaluation of CRM - running it on a single but well powered Dell box - CRM 3.0, SQL Standard. We have installed the email router on the A/P nodes of the Exchange cluster. 20 Clients are using a mix of the web-based interface and the Outlook add-in to access this - seems to be working fine and tracking emails in testing. We now have an additional part of the organisation wanting to go for their own evaluation of CRM - can we build an additional new CRM server (presuming the problem is we have already used our site/org name for the first one) to run this - but still link with our existing Exchange infrastructure??? Or is it better that we add the new team as a new business unit into the existing CRM deployment (as the current evaluation in place already have their own 'business unit' under the top level organisation name/site). Clearly as the reasoning behind the system is for different teams to share and publish data in the future for other teams benefit, then presumably a single CRM installation would be suitable (i.e. we can always up-size it later to additional SQL back-ends, clustered SQL, load-balanced CRM front-ends, etc. to support increase in users, data volume, fault tolerance, more 'business units') I am finding some answers a bit mixed - some people saying a single Exchange org can use the single email router to support different CRM installs, others saying there has to be a one-to-one relationship... Clearly, we don't want individual teams having to go the route of having their own Exchange org, DNS, etc. just to support a seperate CRM deployment. If we are deploying more than one business unit in the CRM deployment, do these have to largely 'share' a common schema, set of data tables, structures, etc. or do each business unit build and develop their own 'common' to only them? Any help you can give would be great - thanks in advance, Steve Tag: Opportunity Close - Adding Feilds Tag: 64167
  - 23
    - Grouping results on a report (need a little help) I created a report based off of the filteredlead and filteredannotation views so that I could pull data regarding the leads and the notes regarding those leads, below is the SQL statement I use to do this SELECT dbo.FilteredLead.companyname, dbo.FilteredLead.new_productname, dbo.FilteredLead.new_clientbusinesstypename, dbo.FilteredLead.subject, dbo.FilteredAnnotation.notetext, dbo.FilteredLead.fullname, dbo.FilteredLead.description, dbo.FilteredLead.leadsourcecodename, dbo.FilteredLead.owneridname FROM dbo.FilteredAnnotation INNER JOIN dbo.FilteredLead ON dbo.FilteredAnnotation.objectid = dbo.FilteredLead.leadid WHERE (dbo.FilteredLead.leadsourcecodename = 'Quote & Bound Report') ORDER BY dbo.FilteredLead.companyname Now this statement works out pretty well and returns the data that I want with one small problem. If a lead has two or more notes associated with it the results will have the company listed twice. Looking something like below Companyname1 Note A Companyname2 Note A Companyname2 Note B Companyname2 Note C Companyname3 Note A Companyname3 Note B This isnt too huge of a deal but I would liek to have it so each company only has one heading with all the notes listed under it, like. Companyname1 Note A Companyname2 Note A Note B Note C Companyname3 Note A Note B Any ideas or help is appreciated. Tag: Opportunity Close - Adding Feilds Tag: 64166
  - 24
    - Customizing the Subject entity Hi I've managed to customize "cases" - they are now called "objectives". But although the "subject" entity is listed as customizable, everything is grayed out and I can't rename it. Can anyone help? Thanks -- Mike Bristol, UK CRM user www.crmuser.blogspot.com Tag: Opportunity Close - Adding Feilds Tag: 64164
  - 25
    - Axapta 3.0: Setting the linktype of DataSources at runtime Hello all, I have a button on form. It's click-EventHandler contains a line: CIRTRAStndTourOrderLine_ds.linkType(Transporteinheit.valueStr() ? 3 /* InnerJoin */ : 4 /* OuterJoin */); Where "CIRTRAStndTourOrderLine_ds" is the data source generated by MorphX (CIRTRAStndTourOrderLine) is a table. "Transporteinheit" is a StringEdit. The behaviour I would like to achieve is, that if I enter something into the StringEdit it sets the linktype to InnerJoin otherwise to OuterJoin another table. In MorphX I set the linktype to OuterJoin (as a default). The problem is, that axapta simply does not change anything. I suppose I need some kind of refresh. Yours sincerely Hot_Ice Tag: Opportunity Close - Adding Feilds Tag: 64163

I would like to add 2 more feilds to the Opportunity Close page. Unfortunatly
I can't seem to find the form or attributes for this entity. Some advise
would be helpful!
--
Play''s well with others! :p

Top

RE: Opportunity Close - Adding Feilds by Danno

Danno
Tue Aug 01 18:31:01 CDT 2006

I'm assuming not!

"Danno" wrote:

> I would like to add 2 more feilds to the Opportunity Close page. Unfortunatly
> I can't seem to find the form or attributes for this entity. Some advise
> would be helpful!
> --
> Play''s well with others! :p

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