Outlook Sales CRM client - Tasks Appearing on Outlook

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- Previous
  - 1
    - performance and reliablity Hi I am finding MS CRM 1.2 very slow and un-reliable. I am using the sales web client. Sometimes when modifying tasks and calls - the save button does not seem work so I lose the changes made. Emails sometimes don't send. Has anybody solved issues like the above or is anybody else experiencing issues. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 17012
  - 2
    - Adventure Works Cycle Sample Data Import Wizard install crm 1.2 server with adventure-works test site 6 suite professional license product keys successfully. License manager shows 6 license is installed. Run "Adventure Works Cycle Sample Data Import Wizard" as domain administrator (has suite professional license) and specified 5 users(csr, csr mgr, sales personal..., all these 5 users were granted suite professional licenses ), caught error "You do not have 5 Microsoft CRM Suite Professional licenses available. For more information, contact your system administrator Any idea about this? Thanks a lot! Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 17009
  - 3
    - Multiple people able to view as "My Contact"? We have many shared contacts within our organization, and a tremendous amount of Active contacts for users to sift through when looking for a shared contact. Is it possible to have multiple users view the same contacts in the "My Contacts" view? Thank you in advance. S Carroll Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 17001
  - 4
    - Multiple people able to view as "My Contact"? We have many shared contacts within our organization, and a tremendous amount of Active contacts for users to sift through when looking for a shared contact. Is it possible to have multiple users view the same contacts in the "My Contacts" view? Thank you in advance. S Carroll Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 17000
  - 5
    - CRM Locking up on Activities After upgrading from 1.0 to 1.2, many of my users are complaining of their machines locking up (a full reboot is required). They can click the first activity, and can usually save a note in it (although one had it lock up on the save) but when they click the second activity, it locks. Except the one noted above, it's always after they click the second activity. Anyone else experiencing this? Rachel Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16998
  - 6
    - CRM Menu Has Different Colors We have a couple of users that do not have the default colors for MS CRM 1.2. The colors of the side menu bar goes from very dark blue to black. When I have them log on to another computer everything is fine, so I assume it must be a setting on that computer. Has anyone seen anything like this before and know how to fix it? Thanks, Brian Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16997
  - 7
    - Print Formatted Quote, Order and Invoice As i know we can print the formatted quote from Outlook client which I can merge the quote data to a customized quotation template in Word, but do you guys know how to do the same with order and invoice, what I mean is when I create an order/invoice template in word, I can populate the order/invoice data that is stored in CRM to the Word template? Thx Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16994
  - 8
    - Cost Any ideas on how much 50 users cost for CRM? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16991
  - 9
    - Mapping entities I'm just wondering what is mapping for? I'v mapped 2 customised Boolean fields same name same type between Lead & opportunity,Published,Restarted IIS Hoping when converting a new lead to an opportunity to have these 2 fields in opportunity prepoluted with the same values from the lead,but that wasn't the case . Ideas, help would be greatly appreciated . Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16986
  - 10
    - Business Unit Form Customization It would appear that there are unmapped 'string' fields (specifically: 'fileasname') within the BusinessUnit table that would be suitable for my companies' use, however I am unable to find any simple means of inserting them into the Business Unit form. What suggested, and probably unsupported, methods might I use? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16982
  - 11
    - CRM email template question I need to create a email template in HTML format. I put the html commands in the email the message shows up with the html commands in the body. The only editing the template will let you do is font color and size. Where are the email templates stored on the CRM server so that I may edit them there? I need to send out an email with images and links and stuff like that. Thanks for your help. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16971
  - 12
    - Query Builder Error When adding a new lead and trying to save it I got this message : Query Builder Error No Atribute. I don't know if this has something to do with the new customisation that I did ( added few new fields and published them) or could it be a mapping issue ? Any help would be appreciatedn . Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16962
  - 13
    - Crystal Reports Problem Everytime we attempt to run a report in MSCRM we are received an "Invalid job number. File ." error. The system was running fine, and just spontaneously began doing this. There were no changes to the server that should have impacted CRM at all. Any ideas would be great. Thanks, Aaron Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16961
  - 14
    - Duplicate Account Checking Script Hi all, I tried to use the sample script found here http://msdn.microsoft.com/library/default.asp? url=/library/en-us/dnmbscrm/html/mbs_crmappdup.asp but it doesn't works with my CRM 1.2 .I change the server name in ISVAccount.cs, got an error. I found the name of the dll is not the same in CRM 1.0 and CRM 1.2 1.0 = Microsoft.CRM.Proxy 1.2 = Microsoft.CRM.Platform.Proxy So I replace the wrong name in ISVAccount.cs with new one, stil an error. I have no more idea, so if you have some, you're welcome ! Baptiste. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16958
  - 15
    - SQL replication and SQL publishing and Outlook SFO sync'ing ERRORS I HAD ALSO THE SEEMS PROBLEMS, THIS DESCRIPTION I AM USE=20 FROM Andrew Beeber "Hi,I have a situation with SQL's publishing configuration=20 as I am unable to get Outlook to sync to CRM. The issue=20 started when I whent off line with an Outlook2003. The=20 problem was that I could not go back on line again. After following a number of tech docs, I ended up=20 Disabling publishing on the SQL server. My problem is that=20 I can not re-enable it. I have an open case with Microsoft=20 and have tried to manually create publishing following their procedures, but to no avail. When I ran the rebuild=20 script in Query Analyzer I got a number of errors. So I was wonderin if anyone has gone through this=20 situation and wheither they were able to get SQL to=20 publish again thereby enabling outlook to sync. Thanks,". In my case, i have the following error message: ++++++++++++++++++++++++++++++++++++++++ Publisher: CRMSERVER\SQLCRM +++++++++++++++++++++++++++++++++++++++ Agent: 6FEE34DC-B682-46A9-BD4D-8CB108F29CFB +++++++++++++++++++++++++++++++++++++++ Publication: CRMMetaPub-Adventure_Works_Cycle_METABASE +++++++++++++++++++++++++++++++++++++++ Subscription: AZEPPA2\CRM:metabase-10 ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Error message: La secuencia de comandos de=20 esquema '\\CRMSERVER\SQLCRM\MSCRMSnapshotShare\unc\CRMSERVE R$SQLCRM_Adventure_Works_Cycle_METABASE_CRMMetaPub- Adventure_W73577108\20040415125930\snapshot.pre' no se=20 pudo propagar al suscriptor. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Details: La secuencia de comandos de=20 esquema '\\CRMSERVER\SQLCRM\MSCRMSnapshotShare\unc\CRMSERVE R$SQLCRM_Adventure_Works_Cycle_METABASE_CRMMetaPub- Adventure_W73577108\20040415125930\snapshot.pre' no se=20 pudo propagar al suscriptor. (Source: Proveedor de duplicaci=F3n de mezcla (Agent); Error=20 number: -2147201001) ----------------------------------------------------------- ---------------------------------------------------- El proceso no pudo leer el=20 archivo '\\CRMSERVER\SQLCRM\MSCRMSnapshotShare\unc\CRMSERVE R$SQLCRM_Adventure_Works_Cycle_METABASE_CRMMetaPub- Adventure_W73577108\20040415125930\snapshot.pre' por un=20 error del sistema operativo 53. (Source: AZEPPA2\CRM (Agent); Error number: 20143) ----------------------------------------------------------- ---------------------------------------------------- No se ha encontrado la ruta de acceso de la red. (Source: (OS); Error number: 53) ----------------------------------------------------------- ---------------------------------------------------- Could you help me? THanks Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16957
  - 16
    - Move users from none Business Unit to other hi, is it possible to move a user from one business unit to other ? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16955
  - 17
    - CRM web client problem Hello, I have installed MSCRM and have the following problem: if I enter to the web client to default page (http://mscrm/), I am redirected to the error page: Error An error has occurred. For more information, contact your system administrator. Event log contains the following: --------------------- MSCRM Application Error Report: -------------------------------------------------------------------------------------------------------- Error Message: 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. Source File: Line Number: 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) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. --------------------- If I navigate to http://mscrm/loader.aspx, everything works ok. Is it correct behaviour? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16954
  - 18
    - User Manager Login problem Hi, I've just installed MS CRM 1.2. Everything works fine, however when I attempt to logon to the User Manager, I get the following error: "Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON." (80040e4d) Any ideas? Thanks in advance! Mike Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16950
  - 19
    - smart way to make money $$$$$$$$$EASY MONEY !!!!!!!!!!!!!!!!!!!!!!!!!!!!!! $$MAKE THOUSANDS FREE$$ I PROMISE ITS EASY,TRUST ME,I'LL TELL YOU HO $$MAKE THOUSANDS FREE$$ I PROMISE ITS EASY,TRUST ME,I'LL TELL YOU HOW This seems to really have potential. This is the way the original post appeared when I first found it. Read it all then decide for yourself. It works for me! I found this on a bulletin board and decided to try it. A little while back, I was browsing through newsgroups, just like you are now, and came across an article similar to this that said you could make thousands of dollars within weeks with only an initial investment of $6.00! So I thought, "Yeah right, this must be a scam", but like most of us, I was curious, so I kept reading. Even though the investment was a measly $6, I had three questions that needed to be answered before I could get involved in this sort of thing. 1. IS THIS REALLY LEGAL? I called a lawyer first. The lawyer was a little sceptical that I would actually make any CASH but he said it WAS LEGAL if I wanted to try it. I told him it sounded a lot like a chain letter but the details of the system (SEE BELOW) actually made it a legitimate legal business. 2. IS OK WITH THE POST OFFICE OR IS IT MAIL FRAUD? I called them: 1-800-725-2161 and they confirmed THIS IS ABSOLUTELY LEGAL! (See 18, h sections1302 NS 1341 of Postal Lottery Laws). This clarifies the program of collecting names and addresses for a mailing list. 3. IS IT RIGHT? Well, everyone who sends me a buck has a good chance of getting A LOT of CASH ... a much better chance than buying a lottery ticket!!! 4. WHAT IS THE BUSINESS? You are in the business of collecting mailing lists and recruiting new list developers. These questions answered, I decided to proceed. The instructions said that you have to send $1.00 to each of the 6 names and address stated in the article. You then place your own name and address in the bottom of the list at #6, and post the article in at least 300 newsgroups. (There are thousands) No catch, that was it. So, I invested the measly $6.00. Well GUESS WHAT!! Within 7 days, I started getting money in the mail! I was shocked! I figured it would end soon, but the money just kept coming in. In my first week, I made about $25.00. By the end of the second week I had made a total of over $1,000! In the third week I had over $10,000.00 and it's still growing. This is now my fourth week and I have made a total of just over $42,000.00 and it's still coming in rapidly. It's certainly worth $6.00, and 6 stamps, I have spent more than that on the lottery!! Let me tell you how this works and most importantly, why it works. Also, make sure you print a copy of this article NOW, so you can get the information off of it as you need it. I seems likely to me that if you follow the directions exactly, that you will start making more money than you thought possible by doing something so easy! Suggestion: Read this entire message carefully! (print it out or download it.) Follow the simple directions and watch the money come in! It's easy. It's legal. And, your investment is only $6.00 (Plus postage) IMPORTANT: This is not a rip-off; it is not indecent; it is not illegal; and it is virtually no risk - it really works!!!! If all of the following instructions are adhered to, you will receive extraordinary dividends. PLEASE NOTE: Please follow these directions EXACTLY, and $50,000 or more can be yours in 20 to 60 days. This program remains successful because of the honesty and integrity of the participants. Please continue its success by carefully adhering to the instructions. You will now become part of the Mail Order business. In this business your product is not solid and tangible, it's a service. You are in the business of developing Mailing Lists. Many large corporations are happy to pay big bucks for quality lists. However, the money made from the mailing lists is secondary to the income which is made from people like you and me asking to be included in that list. Here are the 4 easy steps to success STEP 1: Get 6 separate pieces of paper and write the following on each piece of paper "PLEASE PUT ME ON YOUR MAILING LIST include your mailing address, the date and your signature." Now get 6 US $1.00 bills and place ONE inside EACH of the 6 pieces of paper so the bill will not be seen through the envelope (to prevent thievery). Next, place one paper in each of the 6 envelopes and seal them. You should now have 6 sealed envelopes, each with a piece of paper stating the above phrase, your name and address, and a $1.00 bill. What you are doing is creating a service. THIS IS ABSOLUTELY LEGAL! You are requesting a legitimate service and you are paying for it! Like most of us I was a little skeptical and a little worried about the legal aspects of it all. So I checked it out with the U.S. Post Office (1-800-725-2161) and they confirmed that it is indeed legal! Mail the 6 envelopes to the following addresses 1- C.A. Spaniel 76 Falkirk Ave Wellington 6003 New Zealand. 2- Matt Frank 6503 Ranchito Av Van Nuys, CA 90401-1537. 3- Ariel Skye, 6/17 Poate Rd NSW 2021 Australia. 4- Kaht Jackson, 20 Franciscan Way, St. Augustine, FL 32084-5308. 5- Jacobo Muro,1200 brookside DR,san pablo,california 94806. 6- Tarek Bakri, 3 Duval crt, St.Albans, VIC 3021, Australia. STEP 2: Now take the #1 name off the list that you see above, move the other names up (6 becomes 5, 5 becomes 4, etc...) and add YOUR Name as number 6 on the list. STEP 3: Change anything you need to, but try to keep this article as close to original as possible. Now, post your amended article to at least 300 newsgroups. (I think there are close to 32,000 groups) All you need is 300, but remember, the more you post, the more money you make! This is perfectly legal! If you have any doubts, refer to Title 18 Sec. 1302 & 1341 of the Postal lottery laws. PLEASE REMEMBER that this program remains successful because of the honesty and integrity of the participants and by their carefully adhering to the directions. Look at it this way. If you are of integrity, the program will continue and the money that so many others have received will come your way. NOTE: You want to retain every name and address sent to you, either on a computer or hard copy and keep the notes people send you. This VERIFIES that you are truly providing a service. (Also, it might be a good idea to wrap the $1 bill in dark paper to reduce the risk of mail theft.) So, as each post is downloaded and the directions carefully followed, six members will be reimbursed for their participation as a List Developer with one dollar each. Your name will move up the list geometrically so that when your name reaches the #1 position you will be receiving thousands of dollars in CASH!!! What an opportunity for only $6.00 ($1.00 for each of the first six people listed above) Send it now, add your own name to the list and you're in business! DIRECTIONS FOR HOW TO POST TO NEWSGROUPS------------ STEP 1) You do not need to re-type this entire letter to do your own posting. Simply put your cursor at the beginning of this letter and drag your cursor to the bottom of this document, and select 'copy' from the edit menu. This will copy the entire letter into the computer's memory. STEP 2) Open a blank 'notepad' file and place your cursor at the top of the blank page. From the 'edit' menu select 'paste'. This will paste a copy of the letter into notepad so that you can add your name to the lis STEP 3) Save your new notepad file as a text file. If you want to do your postings in different settings, you'll always have this file to go back to. STEP 4) Use Netscape or Internet explorer and try searching for various newsgroups (on-line forums, message boards, chat sites, discussions.) STEP 5) Visit these message boards and post this article as a new message by highlighting the text of this letter and selecting paste from the edit menu. Fill in the Subject, this will be the header that everyone sees as they scroll through the list of postings in a particular group, click the post message button. You're done with your first one! Congratulations...THAT'S IT! All you have to do is jump to different newsgroups and post away, after you get the hang of it, it will take about 30 seconds for each newsgroup! **REMEMBER, THE MORE NEWSGROUPS YOU POST IN, THE MORE MONEY YOU WILL MAKE!! BUT YOU HAVE TO POST A MINIMUM OF 300** That's it! You will begin receiving money from around the world within days! You may eventually want to rent a P.O. Box due to the large amount. ........................................................................................*ALSO REMEMBER** : : SEND YOUR $1 OUT TO EVERYONE ON THE LIST : : EVEN IF THEY ARE NOT FROM THE U.S. : : WHAT ARE YOU WAITING FOR??? : : $$$!!!$$$!!!$$$!!!$$$!!!$$$!!!$$$!!!$$$!!!$$$!!!$$$!!! : : GOOD LUCK!!! Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16948
  - 20
    - Outlook custom form error I made some changes to the Account and Contact forms, published them and all works fine via the web however now when I try to open a CRM linked Contact form I receive an error stating that Outlook cannot find the custom form and will use the standard form. I've gone Offline and back Online but no joy. Has anyone experienced this problem before? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16890
  - 21
    - CRM on Outlook I tried installing the sales for outlook component on Outlook 2003 running Win XP pro. It locked up towards the end (98% approx) during the SQL SP3. Now I try to re- install but it said that it has to be removed before it can be re-installed. I can't find the option to remove from the add / remove programs. How can this be removed? Does the email router needs to be installed before the sales for outlook component? TIA Jose Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16889
  - 22
    - Cannot install crystal enhancement for CRM 1.2 After running MFR release of CRM 1.0, then installing the Developer release of CRM 1.2, I attempted to install crystal reports enhancements from 1.2, and got the following error message: "Setup has detected that you have Crystal Reports 9.2.0. You must first upgrade to Crystal 9.2.2 to continue with this setup." This issue is discussed in the Business Objects KB (MSCRM MS CRM CREE INSTALLATION ERROR CRYSTAL REPORTS ENHANCEMENT CD), and the solution presented is to uninstall Crystal Reports 1.2.0, then install 1.2.2. However, Crystal reports does not show up in Add/Remove Programs, and does not appear to be installed at all. I never installed the crystal enhancement for 1.0 (never even got CRM 1.0 to work), and there's no Crystal Reports folder in my program files directory. There is a crystal decisions folder in the MSCRM directory, but I can't find an uninstall package there (and I'm not sure if uninstalling Crystal Decisions would do anything to fix this, anyway). Has anyone run into this? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16888
  - 23
    - Custom View Joining MULTIPLE Entities I've seen a couple of posts that indicate it's "possible" to create a query (which our sales team would use as the source for a view) which pulls data from multiple entities (e.g. - Account AND Contact), but I haven't seen any FetchXML examples. It's a little difficult to see how that type of customization works "start-to-finish".... Anyone out there with some sample code they're willing to share?? -Mike Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16887
  - 24
    - install crm-exchange e-mail router on stage of specify microsoft business solutions crm server, configure the server name then click Next, caught error One or more of the microsoft crm servers you listed is invalid or you do not have administrator privileges on that server. Make sure all servers are running properly and try again. I logged in as domain administrator, so i guess privilege issue is out of scope here . Any idea/advise/ troubleshooting tips please? I appreciate that!!! Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16886
  - 25
    - CRM email: Implementing auto-unsubscribes? Hello there, We would like to use CRM's email capabilities to handle the sending of newsletters and other materials to contacts in CRM. We would also like recipients of these materials to be able to click a link which would take them off the recipient list. The most obvious way I see of pulling this off would be to add a "Click to Unsubscribe" link to the outgoing email which links to a custom page that then sets the "Allow email" field in CRM to false. Does this sound like the appropriate path to take? If so, how would I go about getting the custom link inserted into the outgoing email? When trying to insert a data field in the email template editor, there is nothing indicating a unique ID of any sort with the Contact object. Furthermore, even if there was, how would I insert that field into link? Any suggestions or comments are appreciated. Regards, Rich Gilmour Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16885
- Next
  - 1
    - Migrating CRM to CRM We had to delete the OU from the Active Directy, and now cannot get to our data. Reading through the posts it looks as though we have to use the DMF to convert our data because of the GUIDs that are hard-coded in the files. Unless someone knows of a utility that I can use to change the GUIDs in the Active Directory - but we tried a number of different things. So, is there an easy method to import CRM data into CRM? I tried using SQL DTS to the cdf_entities, but this is like pulling teeth, and don't know if I am going to be losing any data. Anyone have any insight into getting this done quickly and completely? Thanks Ed Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16880
  - 2
    - exchange e-mail router install question When installing the email router the setup process wants to install components into the default website. This is obviously the same directory that stores other the exchange components for OWA, OMA, Ect. Should I go ahead and install into that directory or create an additional website and install it there? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16879
  - 3
    - Event ID 2 can't send email I have the following error and have fixed it once by reinstalling the exchange mail router, but this can't be right. Reboots dont help either. Any help appreciated. MSCRM Platform Error Report: ---------------------------------------------------------------------------- ---------------------------- Error: <description>An unexpected error occurred.</description><details>An error occurred attempting to dispatch the email : Could not connect to host</details><file>D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h </file><line>47</line> Error Message: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : Could not connect to host Source File: D:\crm\Build\3297\src\platform\include\proxy\proxyutil.h Line Number: 47 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+IExecutionSte p.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16878
  - 4
    - Table Structure I need to find the table structures of the CRM database. Particularly where linked documents are stored. Does anyone have a good place to obtain this information. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16876
  - 5
    - Installing Outlook CRM I am running CRM 1.2 on SBS 2003. The Outlook client will not install on my workstations. The workstations are running WinXP Pro with Outlook 2003. I tried installing as local admin and domain admin. I get the following message in both cases: "MS CRM Sales for Outlook Setup cannot continue because Microsoft Outlook has not been initialized. To continue, cancel Setup, open and then close Outlook, and then start Setup again." It does not matter how many times I open and close Outlook. I get the same message trying the install on any of my workstations. All help is appreciated. Lee =============== Lee Stone Web Functions "Embrace change and drag the other 95% kicking and screaming into the future." =============== Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16872
  - 6
    - License Question I know a user needs a license to the Sales module to see it in CRM client, but does a user need a Sales License to use CRM Sales For Outlook? Or will just a standard license do? Anybody know? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16871
  - 7
    - Importing Contacts When trying to import contacts into CRM I get the following message. "Microsoft outlook could not be started. Verify that outlook is installed on this computer." I have Outlook 2003 installed and also have installed the CRM Sales for Outlook Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16867
  - 8
    - View modification? I want to make the primary contact in the account view a link to the contact. How can I do this? ~ B Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16866
  - 9
    - Migrating Telemagic to CRM Hi... Has anyone had any experience with migrating Telemagic to CRM and, if so, have any advice they can offer me? I'm just beginning to work on a migration plan and am open to any suggestions or documentation anyone could offer... Thanks... Jill Hamann jhamann(removeThis)@brillianceaudio.com Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16862
  - 10
    - Create a note for an invoice Hi NG, I'm trying to create an note with attachment for an invaoice withe the CRM Proxy Class. So im looking to the SDK i found the Methode: CRMNotesManager.Create, and it works fine as long i wouldn't create any note with an attachment. But now i want to create an note with an attachment, but i haven't got any idea how I can create an node with attachment. So I hope somebody of you can help me. -- Thanks Andre Grumbach P.S. Please remove 'nospam' from the EMailaddress Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16861
  - 11
    - Full Screen Mode in CRM 1.2 Is it possible to open by default the new windows of MS CRM (ex: the account detail form) in full screen mode? Thanks for your answer Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16860
  - 12
    - Planning visualisation in CRM 1.2 Is it possible to display the planning of another user with the Calendar of the Workplace module? Thank you for your answer. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16859
  - 13
    - Customization of the activity screens in CRM 1.2 Is it possible to customize the activities list of the home page (adding a new column, changing columns width, ..) ? On the same way, is it possible to customize the activities forms (appointment, task, ...) by adding controls (pick list, test box, ...) ? I know that standard customization doesn't allow to do this. Do you know another method (SDK, ...)? Thank you Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16858
  - 14
    - Sample data error When I try to double click on the Microsoft.Crm.DemoDataWizard.exe, I have got this error Application has generated an exception that could not be handled Process id=0x1318(4888), Thread id=0xe30(3632 Click ok to terminate the applicatio Click Cancel to debug the applicatio When I click debug, I hit another error: o debugger found Has anyone experience this before? Have I left out something? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16853
  - 15
    - IE disappear hi all has anyone a good reason for the internet explorer closing after logging on to crm directly? knowing that all the updates are installed to the windows and the internet explorer i appreciate ur fast reply. thanks in advance for help Peter Adel ( a new commer to this news group) Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16852
  - 16
    - Fetch Xml: filter condition question I'm trying to get all appointment activities. (activitytypecode = 142) So I use this code witch I think should work: ... <filter type='and'> <condition attribute='activitytypecode' operator='eq' value='142'> </filter> ... But when I try to execute via 'query.ExecuteQuery' I get the following error: ErrorMessage: SOAP Server Application Faulted <detail><error><code>c00ce56d</code><description>Application Error</description></error></detail> Source: System.Web.Services I have tried other conditions and they do work. Just when I try it with ?activitytypecode' it doesn't. Can anyone tell me what I'm doing wrong or if there is a workaround? Thanks. Kris (PS. activitytypecode is a valid field for Activity) Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16850
  - 17
    - Close Window Warning In many instances while navigating MS CRM, I am running into the warning message that the "webpage I am viewing is trying to close the window..." I understand that this is an IE security setting and that it is beneficial in many ways, but it is truly infuriating when you are trying to work within CRM. I am unable to pin down the specific security setting that activates this functionality. Can someone point me in the right direction before I have a mutiny on my hands? Additionally, what are some things I might need to be more vigilant of with this security setting now off? Thanks in advance, Erik Dudley Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16839
  - 18
    - Copying CRM to a duplicate domain We are trying to recreate our CRM environment in a duplicate domain for testing and trying to work out some of these timeout issues. Basically we are bringing up a DC, replicating AD, taking it down, removing it from the network (no cables what so ever) and bringing it back up and promoting it to master DC. We want to get all of the AD info, because we want to use all of the data we have for a true test environment. The plan was: DC on one box - CRM/SQL on another.. SQL is ready to go (will need to be updated again!) and We can do the CRM part with our hands behind our back. but syncing up the AD is quite another issue.. We have it on our CRM domain, then we try physically removing it from the domain and bringing it back up as a master - doesn't work. Needless to say, we are having issues with the DC bit.. Any suggestions or Gurus we can bug? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16837
  - 19
    - Query to replicate the Workplace view in a report I'm trying to create a report to see what's in the Workplace | My Work | Assigned and Workplace | My Work | In Progress for each one of my CRM users. Does anyone know what the query would look like to pull this data? Thanks, John Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16836
  - 20
    - CRM Certification I am interested in pursuing MS CRM certification for all three 1.2 tests currently available. Does anyone have any recommendations for prep for these exams? I am the in- house database administrator but we brought in an outsource consultant for our CRM deployment prior to my coming on board. I have picked up a bunch of the technical specifics but there are gaping holes in my knowledge. I also purchased the 'Using Microsoft CRM' by Brown & Gravely as well. I did notice that MS is offering E- Courses in the requisite areas of certification for between $350 and $550 a piece. Are these adequate, or are there other sources that might be of better use in this regard. Please feel free to chime in. Thanks Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16834
  - 21
    - Deployment Manager Error (CRM 1.2) We can manage users from CRM Web interface, but not from deployment manager. When we try to access the user manager through the deployment manager, we get 'Login failure for user 'NT AUTHORITY\ANONYMOUS LOGON'. (80040e40) Could there be a simple fix for it or should we re-install the whole server ? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16830
  - 22
    - Subject Manager Is it possible to link the subject manager to a field on an Account form. We need a way (like a pick list) to classify our accounts by industry however the pick list could be extremely large. Any ideas would be helpful as to how other users accomplish this. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16828
  - 23
    - Replication on CRM database I want to set up SQL replication of the CRM data to another server so that we can link to the data without messing with CRM. Can anybody think of a reason why I should not do this? The only thing I can think of is that CRM SQL is already replicating. I think I would create another publication so that if I wanted to stop it, it would not mess with the default replication. Can you have two publications of the exact same thing? Or would it be better to just add another subscriber to the current replication? I'd love to hear if anybody had any good/bad experiences doing this, or just thoughts on it. Thanks. Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16823
  - 24
    - CRM Capacity planning Is there a documentation for CRM capacity planning? Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16822
  - 25
    - Change default duration of tasks (especially e-mails generated from workflows) Anyone have ideas for changing the default duration of tasks that are generated from workflows? (or all tasks for that matter) The reason I'm looking for this is that if a workflow fires an e-mail based on a template to the customer; and if it has a duration of 30 minutes; that skews the overall time reported to the user during case resolution. No one did 30 minutes of work while the workflow sent an automated e-mail. (I didn't find anything on PartnerSource or the Implementation Guide or SDK documentation) Kevin Tag: Outlook Sales CRM client - Tasks Appearing on Outlook Tag: 16818

Hi

When creating a new activity/task in Outlook Sales CRM Client it appears as
a tasks in Outlook Tasks.

But when I access the Web Client Sales module and add a Task or and entry in
my diary they don't appear in Outlook - Is this by design?

I tend to work in both environments as I access data remotely on occassions.

John

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