Outlook Connection Delay

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- Previous
  - 1
    - Campaign Email When I create a campaign activity of type EMAIL and then distribute the activity to create the email activities for each lead on my marketing list, the emails are created, but they are not automatically sent. I have to open each email individually and send it. Is there any way to have these emails automatically send (like Direct Email) from the Campaign system? Tag: Outlook Connection Delay Tag: 50051
  - 2
    - Change the CRM from website http://companyweb to http://crmweb My CRM 1.2 is properly running on my server. I would like to change it from http://companyweb to http://crmweb,. Q. 1. Will this affect the working of my CRM? 2. Is this quite a process ? 3. Is there a procedure on the web for this to make the process step by step? Tag: Outlook Connection Delay Tag: 50046
  - 3
    - Contract Template - Customization I have a while back greated a on the "contract template form" the custom "responce level", but cannot find the route to get into the customization of the form to reset the "responce level" or to add more. I would appreciate if someone can give the way to get into the customization of this form. Thank you ahead of the help. Been helpfull so far to be on this group Tag: Outlook Connection Delay Tag: 50045
  - 4
    - Language version Hi all, I have two questions about language version of CRM 1.Is it possible upgrade CRM 1.2 czech version to CRM 3.0 in english version? 2.Is it possible to have CRM 3.0 server in english version and some clients in different language version? Thanks a lot Fanda Tag: Outlook Connection Delay Tag: 50044
  - 5
    - Confirming is contract has been renewed Hi I want to be able to filter a workflow action around Active contracts that have not been renewed. Is there anyway of identifying if a contract has been renewed at all? Thanks in advance for your kind help Jon Tag: Outlook Connection Delay Tag: 50041
  - 6
    - SFO - HELP!!!! We have about 5 custom .net programs in our CRM Implementation. Some of these programs are common for about 4-5 system and custom entities and include changes to the respective edit.aspx files. This code does not work in SFO. Do we have to individually modify each user's edit.aspx file for each entity for the custom code to work??? Tag: Outlook Connection Delay Tag: 50038
  - 7
    - Synch 6000 records: Outlook taking 350MB of ram... I'm preforming an synch on CRM 3 SFO for one of our VPs and he's synching over 6000 records. After the first successful CRM synch, I put his machine in offline mode and his system resources are off the charts: Outlook was at 396 MB of Ram, SQL Server 223 MB and the CRM Application Hoster at 61 MB of RAM. Everything in the logs looks good. I guess my question is, how long should I want to complete its offline task? Has this happened to anyone else? Thanks, Isaiah Tag: Outlook Connection Delay Tag: 50037
  - 8
    - Modify Created On date and Created By fields in 3.0 Hi There! I will soon be importing some paper based legacy data into crm. I will be doing this by creating new records and inputting the data. They will be in the form of leads and opportunities. My problem is that I use several reports that use the â??Created Onâ?? date to track leads and opportunities. The legacy leads will not be representative of the actual created on date and will skew my reports. I am hoping to find some way to modify the â??created onâ?? date in order to make the lead accurate insofar as when it was actually received by the company. Does anyone know any way to modify these fields? One suggestion I have received so far is to create a custom â??real_created_onâ?? field and use that field during the import. I could then go back and update all of my current leads to populate this field. I believe that this is a good idea, but I am really looking for some process that will allow me to maintain all of my current sql calls. Thanks for any ideasâ?¦. eric Tag: Outlook Connection Delay Tag: 50033
  - 9
    - Email Sales Literature in MSCRM 3 I can't believe they haven't upgraded the lousy Sales Literature usability in 3.0. Do you still have to actually download and then upload every single time you want to attach a PDF file stored as sales literature? Please, please, tell me I'm missing something here. Tag: Outlook Connection Delay Tag: 50030
  - 10
    - Setup of CRM Server fails with unkown error I get the following error message: Failed to install Microsoft Customer Relationship Management Server. Failed to provision your initial business. Failed to create organization. Unknown error. (80040E07). What I have already tried to do: I tried to install on our second Domain Controller (Win2K3 English), on our Primary DC (a German SBS Premium Edition), on a German Win2K3 German membership server. Always same results: the setup program can do lot of things, it can also create a new organizational unit in our ADS, create some icons in the start menu. But then it fails unexpectedly. Always, I'm the domain administrator when I run the setup. And all systems and machines are running with latest patches. The domain compatibility mode is Win2000. Disc space is not a problem. The machines seem to not be the problem. Als systems are 32 bit systems (and no one an x64). Should it be something in my domain? Master servers, etc.? But exchange works fine, user accounts can be created properly and so on. Nothing seems misconfigured. Has anybody got an advise for me? Thanks! Tag: Outlook Connection Delay Tag: 50029
  - 11
    - Create User isn CRM 3.0 I am trying to create a new user in the CRM, but I get a messege stating that the http://crm/mscrmservices is not responding. I beleive I have all the right privliges. I attemtp to go to the website for mscrmservices and I can not login there, even using the domain login that runs the CRM services. I am using SQL 2000 with CRM 3.0 Thanks for the help Mathew Tag: Outlook Connection Delay Tag: 50013
  - 12
    - Change Opportunity Product Pricing Instead of widgets, the organization's products I'm working with are services. As such, our pricing model is highly variable on a per opportunity basis. I need the ability to change the pricing on each service (product) after they are added to an opportunity. Out of the box, this field is locked. I have the ability to add a discount amount as well as change the overall opportunity value, but I really need this on a per product basis. Has anyone come up with a solution that also has Microsoft's blessing? Tag: Outlook Connection Delay Tag: 50009
  - 13
    - <Fetch> Please help me to convert this Sql statment to <Fetch> XML query SELECT * FROM ContactBase Cont INNER JOIN AccountBase Acct ON Cont.AccountId = Acct.AccountId AND Cont.ContactId IN (SELECT primarycontactid FROM Accountbase WHERE Acct.Name = 'Accountname') Srini.... Tag: Outlook Connection Delay Tag: 50008
  - 14
    - Multiple CRM 3.0 instances in the same domain Hello, Does anyone have some exprerience or suggestions on how to install two independent instances of Microsoft CRM 3.0 in the same Active Directory/Domain ? We have a situation in which two different departments within the same organization want to have a totally independent installations of the system Any thoughts will be appreciated. Thanks Nicos Papaioannou Tag: Outlook Connection Delay Tag: 50007
  - 15
    - CRM 3.0 Newsgroup The CRM3.0 and CRM1.2 discussions should be separated. It's a real pain to sort through only those topics that are relevant. Tag: Outlook Connection Delay Tag: 50006
  - 16
    - CRM 3.0 SDK When is the CRM3.0 SDK going to be complete? It's an exercise in frustration to decipher what is going on with all the "not documented in this release" messages. Yes. I've downloaded the 12/12/2005 version. Tag: Outlook Connection Delay Tag: 50005
  - 17
    - Report - custom field picklist attribute Hello, I'm writing a report that retrives the value of a custom field attribute. The problem I'm having is that I cannot find another table/view that contains the label names for each of these value. Thanks in advance, Loreeta Tag: Outlook Connection Delay Tag: 50004
  - 18
    - Pasted Font and Size Does Not Change I have a user that is importing text from an email and then pasting it into the email field within CRM. Also within that field they are manually typing in some notes. The user will highlight all of the text, both what was pasted from another email and what they manually typed in. Then the user will change the font and the font size to whatever they want to change it to. The problem is that only what was manually typed into the data field changes, but not what was pasted in from an email. For some reason what was pasted in from the email does not change. This happens with multiple emails. Does anyone have any ideas why the pasted text does not change? I have another user who can change both font and size with no trouble. It sounds like a rights issue. If so, where in CRM administration would I be able correct this to allow the user to be able to change imported text. Thanks. Mike H. Tag: Outlook Connection Delay Tag: 50003
  - 19
    - marketing lists or leads? Hello: I work in an industry which allows us to know all of our potential customer base. We have about 7,000 potential target customers and we have a purchased list of all that information. Should I take all those customers and place them in different marketing lists or should we important them all as Leads into CRM 3.0? Since this is a list that contains all potential customers in our industry, some are already our customers. Tag: Outlook Connection Delay Tag: 50000
  - 20
    - Integration of .NET application with MS CRM 3.0 Hi I am .NET developer, and I have an ASP.NET web application that I want to integrate with the MS CRM 3.0. Does anyone know how I can do that? I believe it require changes to the config file and ISV file. Does anybody know where I can get material on how to develop custom applications on .NET using CRM SDK and then integrate it with the application. Thanks Rahul Tag: Outlook Connection Delay Tag: 49993
  - 21
    - CRM 3.0 Fiscal Year Hi, I've seen a couple of post here and on other UK forums / blogs regarding fiscal year settings error.. I get an error when trying to alter fiscal year settings on my SBS 2003 SP1 / SQL 2005 clean install. All other aspects of CRM 3.0 server install are ok. Just wondering if there is a fix or MS is aware of the issue on UK installs? Simon Tag: Outlook Connection Delay Tag: 49989
  - 22
    - CRM 1.2 client uninstall Hi, Error installing CRM 3.0 client. It keeps saying that the is an incompatiable client installed (1.2 which was on a client machine). However, it has been uninstalled from add/remove list, regclean has removed orphaned references to CRM 1.2, and install clean up does not list it as an application fro removal. There is no *apparent* reference to CRM on the C Drive. Any ideas greatly welcomed :o) Thanks Simon Tag: Outlook Connection Delay Tag: 49988
  - 23
    - Import Contacts from Outlook to CRM 3 Has anyone been able to do this successfully? Route we've been going is: Export from Outlook to csv Try to import csv have countless error messages (usually the number of columns in the rows is different than number in hearder row). This seems to be because outlook exports address fields with Return characters between lines - but even stripping these out we still have lots or problems (e.g. "source file is corrupt") messages Anyone? Tag: Outlook Connection Delay Tag: 49985
  - 24
    - Formatting Lost in Bulk Emails - CRM 3.0 Why is formatting lost when sending bulk email to large lists? I used a template that I created from scratch. I then sent that template to about 600 leads. I started getting responses and I noticed the formatting (carriage returns) were taken out. So there were no spaces between paragraphs, it looked TERRIBLE! When I send that same template to a single lead, all formatting (carriage returns) stays. Why does this only happen to bulk emails? Also, if I send a bulk email out BUT I use a pre-created template, formatting stays. So why is formatting lost when I send a user created template bulk email to 600 leads, but not when I use a pre-created template? Tag: Outlook Connection Delay Tag: 49979
  - 25
    - Business Unit Security for Queues Queues do not have the same security flexibility as the rest of the entities in CRM. Either you see all queues or none. Security is enforced in the items within the queue, but not the queue itself. One of our customers will be having a big number of queues and it would be good if each user could only see the queues in his/her business unit, rather than the whole list. Regards, Emanuel Caraza ---------------- 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=13c8fabe-1cce-4c6f-ac84-9ba5c29e573d&dg=microsoft.public.crm Tag: Outlook Connection Delay Tag: 49977
- Next
  - 1
    - CRM 1.2 to 3.0 Upgrade All, I'm in the process of upgrading CRM 1.2 to 3.0. Because of the existing hardware will not meet the minimum/recommeded requirements, I will be doing the upgrade in phases. What I would like to know is if the route I'm taking will cause any issues. I have added questions below: current setup: -windows 2000 sp4 -SQL 2000 SP3 -CRM 1.2 destination setup: -windows 2003 -SQL 2005 -CRM 3.0 steps that i will take: -back up current setup -upgrade to windows 2003 (will upgrading the OS cause any issues to CRM 1.2?) -upgrade to SQL 2000 sp4 -upgrade to CRM 3.0 -upgrade to SQL 2005 (the steps above will be done in phases to make sure that nothing has been broken) once the upgrade has been successful: -migrate the old server to the new server using Redeployment tool? (this is where i'm lost. what recommedations do you have for this phase?) Tag: Outlook Connection Delay Tag: 49973
  - 2
    - OnChange Event - Trigger Manual Workflow Rule Hi, I need to add an OnChange Event to a picklist field that will trigger a manual workflow rule when a certain picklist value is selected. I have not previously used the OnChange feature of CRM so I do not know how to write or make the code work. Basically, this is what I am attempting: if Picklist.currentvalue changed to Picklist.1 then trigger "Name of Manual Workflow It is pretty basic. Can someone provide me with the code to accomplish the above? Thank you, Donna Tag: Outlook Connection Delay Tag: 49972
  - 3
    - several questions about CRM3.0 Hi all, I have several questions about CRM3.0. 1 - Is it possible to add a link to a web page in the workplace area? 2 - Is it possible to change the tabulation order in the records forms? 3 - Is it possible to create a deferred send of emails (for a marketing campaign for example)? 4 - In the knowledge base, is it possible to add attachments (like a file) to an article? 5 - Is it possible to customize the list view of records - for example leads - ? I would like to display the total number of leads in a selected view: not only for the actual page. 6 - I would like to add more contacts to leads (like in1.2), I can do it by adding new attributes and customizing the forms. But when the lead is converted into an account, how can I create the contacts I added and their relation with the new account? 7 -Is it possible to perform a fast search without defining the type of record to search in : to perform the search for each record, like the QuickSearch tool of www.crmextensions.com. 8 -Does the functionality of CRM change according to the type of database used: sql server 2000 and 2005? Thank you in advance. ----------------- Jocelyn Demoy ----------------- Tag: Outlook Connection Delay Tag: 49971
  - 4
    - The request failed with HTTP status 400: Bad Request. I installed CRM to server, when I run http://localhost:5555 on server CRM runs fine. But when I change in IIS "Host header value" to crm.website.xyz and try to look at CRM from that address CRM starts (open new window as before with menu on left side) but on right side with this error: "The request failed with HTTP status 400: Bad Request." Port 5555 is open, I'm stuck :( DNS is set fine. Tag: Outlook Connection Delay Tag: 49966
  - 5
    - registration Hello, All! Our company as Golden Partner Microsoft has the Product Key for CRM 3.0 for 100 licenses. At the same time through MSDN we got the Key for 10 licenses. We need to install CRM 3.0 for the department of development (quantity of whom about 15 people). If I for installation of the product use the key for 100 licenses, I will need to register the server too. As I understand, after the successful registration of CRM for development with key for 100 licenses, I will not be able to install additional CRM server with the same key for the company needs:? So which way then I can install the test CRM server for the department of development (quantity of whom about 15 people):? With best regards, Achill. E-mail: achill@community.nospam Tag: Outlook Connection Delay Tag: 49964
  - 6
    - V3 Bulk Import Issue2 - Carriage Returns Hi I am bulk importing accounts and have a list of historical notes that I need to import into a custom Text Area field. Now as the notes are one liners and there are miltiple notes per record I have concatenated them with a carriage return between them. The import csv file correctly shows double quotes at the start and end of all the concatenated fields to denote them as text. When, however, I attempt to import, the double quotes seem to get ignored and it assumes that the carriage returns are the sign of a new record so things get screwed up. I have tried concatenating with CHAR(13) for a CR and also CHAR(10) for a linefeed but bith seem to give the same outcome. Does anyone have an idea how to get this list of notes in using the bulk import? Thanks Cozy Tag: Outlook Connection Delay Tag: 49963
  - 7
    - V3 Bulk Import Issue1 - Default Values Hi I have found that if I bulk import Accounts in V3, if I do not specify a value for a picklist then the deault value is not popultated on the record and just leaves it blank. Seems to happen with custom & system fields. I have found the 'Defualt Values' tool but it just says that this is for upgrades from 1.2 and I would not expect to have to use it after each set of accounts imports. Is it a problem with my system, or is this a 'feature'? Thanks Cozy Tag: Outlook Connection Delay Tag: 49962
  - 8
    - Minimizing the visibility of account managers Hello everyone, Let me put it as example: I have different account manager having different accounts. I want them to view their own account only . So that whenever they logged on , they can not view the accounts of other. How to do it? regards/ Aam Tag: Outlook Connection Delay Tag: 49961
  - 9
    - Aceees to System Settings throws and error I log in to CRM as the system admin. Click on settings. Then click on "Organization Settings" and then "System Settings" and get a dialog box labeled Microsoft CRM. It contains a large red x and Error: A error has occurred. For more information, contact your system administrator". How do I contact myself? <grin> Anyone have any idea where I should start looking to figure this out? Gary Tag: Outlook Connection Delay Tag: 49953
  - 10
    - Contract Status failed to change at Start date/End Date on CRM 1.2 The contract status on deployed CRM 1.2 used to be working fine being able to change automatically from Invoiced to Active on the start date and then Active to Expired on the end date of the Contract. Recently it just stopped working and the contract status no longer change automatically for all the contracts. I guess that the script that does this maintenance has stopped functioning.. does anyone know where and how to reactivate the script again? Thanks! Tag: Outlook Connection Delay Tag: 49949
  - 11
    - CRM 1.2 users and AD accounts Our network staff accidentally deleted a network account of a CRM 1.2 user from AD. I have installed the hot fix KB 904435 (CRM Update Rollup 2) on the server but still got an error when trying to re-assign records to an existing user. Has anyone ever run into this problem? Tuan Tag: Outlook Connection Delay Tag: 49943
  - 12
    - Installing CRM 1.2 error I am installing CRM 1.2 on a SBS2003 vertual server with SQL2005 using an existing database. I get an error after selecting the existing database: Microsoft CRM Setup could not finr a valid organisation on the specified database. You need to have at least one organisation before installing Microsoft CRM. Tag: Outlook Connection Delay Tag: 49942
  - 13
    - Trial version Is there a trial version of MS CRM available? We'd rather not pay for it until we know it works the way we want. Tag: Outlook Connection Delay Tag: 49940
  - 14
    - Apply the CRM SBE wizard XML file I ran the Microsoft CRM SBE configuration wizard and took the option of saving the info to an XML file to be applied latter. Now for the life of me I can't figure out how to "apply it latter". Anyone know how this is supposed to work? Gary Tag: Outlook Connection Delay Tag: 49933
  - 15
    - SQL RS Authentication Issue - CRM 3.0 Setup: CRM 3.0 new install on SBS 2003 server. The CRM install is what installed SQL RS. Users (and administrator) can view list of reports in web client, but when they open a report and hit the 'Run Report' button they are prompted to enter their credentials. The Reports and ReportServer virtual directories are installed in the Default website. I had to do some tweaking after the "9-click" installation because it set the URL of the SQL Reporting server as servername.domain.com instead of servername.domain.local. -- Matt Wittemann http://icu-mscrm.blogspot.com Tag: Outlook Connection Delay Tag: 49931
  - 16
    - CRM 3.0 Web client performance questions - Win2k vs WinXP Hello - I seem to have a bit of a connundrum here and was wondering if anyone else has experienced a simmilar issue. We've currently got CRM 3.0 up and working but I have gotten some questions regarding performance from some of my users that access CRM using the web client on a WAN link. They are overseas and the server is located in the US. They've got a 512kb connection and we've got a full t-1 connection. They are stating that it can take them anywhere from 30 seconds to 2 min to load a page. So, I had them do some investigating and testing with some other machines in their office and here is what we found: The main systems that they use are running Windows XP SP2 w/ 512 mb ram (processors vary between PIII 500mhz and PIII 800mhz). On these systems they say that CRM is very slow (30 sec to 2 min to load a page as menioned above). So, I had them check on a spare machine with the following config: Win2000 Pro SP2 w/ 256mb RAM and PIII 800mhz processor. On this Win2k machine, the page load time was about 5 - 10 seconds over the same connection. This is quite puzzling to me - as I would expect that the systems would have similar performance. Any ideas would be much appriciated? Regards, Lawrence Tag: Outlook Connection Delay Tag: 49930
  - 17
    - Can't send Email inside domain using Workflow rule We are using CRM 3.0 and we have setup a workflow rule that sends emails to our sales guys when an opportunity is closed (lost). However when we tested the rule, the owner of the opportunity always got an email saying.... Undeliverable:Opportunity Lost Your message did not reach some or all of the intended recipients. You do not have permission to send to this recipient. For assistance, contact your system administrator. < <our CRM server> #5.7.1 smtp;550 5.7.1 Requested action not taken: message refused> We tested the rule by changing the recipient of the message to be an outside account (hotmail account) and that message went through just fine. The problem seems to be only when the rule needs to send a message to internal email address. By the way I can send emails inside the company from CRM directly, the only problem we see is through this workflow rule. Any ideas? Is it the way the rule is created? Ben Tag: Outlook Connection Delay Tag: 49928
  - 18
    - 1.2 and Crystal Reports Parameters We were getting a licence error when trying to run reports on 1.2, so we reset the Crystal services, which resolved the error. However, we are no longer are presented with the opportunity to enter parameters into our reports; instead the reports just run when selected. Anyone have any idea why our parameters are no longer showing up? Tag: Outlook Connection Delay Tag: 49927
  - 19
    - Error when completing a task We upgraded CRM 1.2 to 3.0 a couple weeks back. Ever since we periodically see the following error pop up while inside of the Outlook Client: "There is a problem communicating with the Microsoft CRM Server. The server might be unavaiable. Try again later. if the problem persists, contact your system administrator." Also, when attempting to complete/cancel tasks in CRM, we receive the following error: "An error has occurred. For more information, contact your system administrator." The strange part here is, we receive this error, yet when we click Cancel on the error screen, the screen closes and the task did in fact complete/cancel and do what it's supposed to. Everything did what it was supposed to yet this annoying error is popping up every single time for some unknown reason. The most frustrating part is when our salesmen are trying to sell CRM 3.0 and potential buyers are seeing these errors in the system. This doesn't make for an easy sell. Please advise. Thanks!! Cayla Tag: Outlook Connection Delay Tag: 49924
  - 20
    - MSCRM 3.0 Outlook Client Toolbar Hi The Toolbar in the Outlook Client is not working. I already cleared the cache, but it didn't help. Can anyone help me? Thanks Mike Tag: Outlook Connection Delay Tag: 49923
  - 21
    - Switch database Hi, Can i switch the db from a current install of CRM 3.0 with a db from another crm 3.0 install. I tried to upgrade crm 1.2 and it crashed half way through it. I ended up with a migrated database and a crap install that didnt function. Also the 1.2 install was deleted. So i did a clean install of the 3.0 and now i want to try to attach the fully migrated db to the successful install. Please help as the customer is growing annoyed with all the set backs. thanx Tag: Outlook Connection Delay Tag: 49922
  - 22
    - Entity Relationship Diagram Is there any way to generate and Entity Relationship Diagram in 3.0? Tag: Outlook Connection Delay Tag: 49920
  - 23
    - New window does not open after installation 3.0 I have having a strange problem. I just installed a fresh copy of 3.0 Pro and when I go on the url of the server, I can see the blue background for a second and then it tries to open a new browser then it closes both screens. From the server it self it works if I do http://localhost/. I have no clue what could be causing this or how to fix it. Anyone have suggestions? Tag: Outlook Connection Delay Tag: 49915
  - 24
    - 1.2 and 3.0 on the same AD can 1.2 and 3.0 co-exist on the same Active Directory environment? Tag: Outlook Connection Delay Tag: 49914
  - 25
    - Case Assigned History Is there any way if a case is assigned to users and back again, that history can be tracked in 1.2? Thanks, Tag: Outlook Connection Delay Tag: 49913

My 'Light' CRM 3.0 client for Outlook seems to time out its connection to CRM
every 30 minutes or so. Thus, after some period of not using the CRM
components of outlook, when I attempt to access a CRM view (accounts, Leads,
etc), the Outlook client takes around a minute to reconnect to the CRM Server
and display the data.

Is there any way to keep outlook connected to CRM, even when I am not
actively using the CRM components of outlook?

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