email template should allow adding attachments
currently there is no way to add attchments to a template, which is a severe
restriction
----------------
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=dece7711-7f8d-43b3-9d68-c6dc4a12eeba&dg=microsoft.public.crm Tag: Outlook client 'View in CRM' does not open the record Tag: 92624
unrestricted use of cc: or bcc: fields in emails
CRM should allow unrestricted use of cc: or bcc: fields in emails, as often
times someone that isn't an account, contact or user, etc. needs to be copied
----------------
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=b652d039-d2a3-4cdc-afee-6dce4dfb3125&dg=microsoft.public.crm Tag: Outlook client 'View in CRM' does not open the record Tag: 92623
Question regarding instal
Im the It Director at a Mortgage company and we want to use CRM 3.0
I think I have a problem though based on the CRM edition I have.
First of I have a Domain already running on Server 2003 Enterprise Edition.
The CRM 3.0 I have is Small Business Edition.
From what I have read I have to install this on Small business Server 2003.
That's not a problem I have Small Business server 2003 Standard and Premium.
I think my problem is this Small Business Edition wants to be a Domain
Controller and Active Directory. As I said I already have this running.
.I installed Server 2003 Small Buisness Premium, then SQL server
2005....brought the server into my domain and as you know I cant go any
further because small biz server wants to be the domain controller AD server
etc...
Is there anything I can do based on the software I have or do I have to get
CRM Professional to make this work within the domain I already have?
--
Chris Holub
MCP CCNA Tag: Outlook client 'View in CRM' does not open the record Tag: 92621
Urgent HRESULT 0x80040237.
Hi
We've finished customization in CRM 3.0 dev. environment and have
imported certain entities to the production environment but now when we try
to create a salesorder the following error occurs. It's important to quickly
get it working. Can anyone come up with an idea for this problem ?
Jack
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
--------------------------------------------------------------------------
Exception from HRESULT: 0x80040237.
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: System.Runtime.InteropServices.COMException:
Exception from HRESULT: 0x80040237.
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.
Stack Trace:
[COMException (0x80040237): Exception from HRESULT: 0x80040237.]
Microsoft.Crm.Platform.ComProxy.CRMSalesOrderClass.Create(CUserAuth&
Caller, String SalesOrderXml) +0
Microsoft.Crm.Application.Platform.SalesOrder.InternalCreate(String xml)
+48
Microsoft.Crm.Application.Platform.Entity.Create() +109
Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId
eventId) +405
Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56
Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity,
String formId, String formType) +83
Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity)
+13
Microsoft.Crm.Web.SFA.SalesOrderDetailPage.ConfigureForm() +525
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Outlook client 'View in CRM' does not open the record Tag: 92616
Print Advanced Find Criteria
I have users who have requested that when they print the advanced find
results they would like to also have the advanced find criteria printed. This
would enable them to know what specifically the printout consists of when
viewed at a later time. Any ideas? Tag: Outlook client 'View in CRM' does not open the record Tag: 92610
SQL Integrity Violation; 0x80040e2f; bulk insert customeraddress
hello
i am trying to bulk insert a number of customer-addresses (300)
for test purpose, i created 2 different adresses and duplicated them 150times
now, when i insert the data into crm, i receive 5 times the "sql integrity
violation", the other 295 records are imported correctly
the data is inserted with the WebService from a Windows Application, the
WebService is invoked with integrated security and unsafeconnectionsharing, 2
threads import parallel
i turned on verbose logging and isolated one error, but it does not give me
clue
any hints?
-- logfile --
[2007-11-27 17:27:07.558] Process:w3wp |Thread:7480 |Category: Unmanaged.Sql
|User: PlatformUser |Level: Verbose |
COLEDataAccess::ExecuteParameterizedQuery File:
c:\crmv3rtm\src\platform\include\omcommon\dataaccess.inl Line: 820
>!!insert into CustomerAddressBase( CustomerAddressId,Name,City,ObjectTypeCode,Line1,Telephone1,PostalCode,ParentId,Country,CreatedBy,ModifiedBy,AddressNumber,CreatedOn,ModifiedOn,DeletionStateCode) values ( ?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)!!{648D0998-059D-DC11-92F0-000D601647DB}::real data here::real data here::1::real data here::real data here::real data here::{E6670C72-E336-DC11-B130-000D601647DB}::real data here::{6F5D38AB-D436-DC11-B130-000D601647DB}::{6F5D38AB-D436-DC11-B130-000D601647DB}::7::2007-11-27T16:27:07Z::2007-11-27T16:27:07Z::0!!
[2007-11-27 17:27:07.574] Process:w3wp |Thread:7480 |Category:
Unmanaged.Platform |User: PlatformUser |Level: Error |
COLEDataAccess::ExecuteParameterizedQuery File:
c:\crmv3rtm\src\platform\include\omcommon\dataaccess.inl Line: 823
>hr = 0x80040e2f
[2007-11-27 17:27:07.574] Process:w3wp |Thread:7480 |Category:
Unmanaged.Platform |User: PlatformUser |Level: Error |
COLEDataAccess::ExecuteParameterizedQuery File:
c:\crmv3rtm\src\platform\include\omcommon\dataaccess.inl Line: 825
>Call to COleRecordSet::Open() failed. Query = insert into CustomerAddressBase( CustomerAddressId,Name,City,ObjectTypeCode,Line1,Telephone1,PostalCode,ParentId,Country,CreatedBy,ModifiedBy,AddressNumber,CreatedOn,ModifiedOn,DeletionStateCode) values ( ?,?,?,?,?,?,?,?,?,?,?,?,?,?,?) Error = 0x80040e2f
[2007-11-27 17:27:07.590] Process:w3wp |Thread:7480 |Category:
Unmanaged.Platform |User: PlatformUser |Level: Error |
InternalCrmSetErrorInfo File:
c:\crmV3RTM\src\platform\include\Util\ICrmError.h Line: 362
><description>Operation failed due to a SQL integrity violation.</description><file>c:\crmv3rtm\src\platform\include\omcommon\dataaccess.inl</file><line>441</line>
[2007-11-27 17:27:07.6] Process: w3wp |Thread: 7480 |Category: Exception
|User: 6f5d38ab-d436-dc11-b130-000d601647db |Level: Error |
CrmSoapExtension.GetCrmException
at CrmSoapExtension.GetCrmException(Exception exception)
at CrmSoapExtension.GetCrmException(Exception exception)
at CrmSoapExtension.GetCrmException(Exception exception)
at CrmSoapExtension.ProcessMessage(SoapMessage message)
at SoapMessage.RunExtensions(SoapExtension[] extensions)
at SoapServerProtocol.WriteException(Exception e, Stream outputStream)
at WebServiceHandler.WriteException(Exception e)
at WebServiceHandler.Invoke()
at WebServiceHandler.CoreProcessRequest()
at SyncSessionlessHandler.ProcessRequest(HttpContext context)
at
CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute()
at HttpApplication.ExecuteStep(IExecutionStep step, Boolean&
completedSynchronously)
at HttpApplication.ResumeSteps(Exception error)
at
HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext
context, AsyncCallback cb, Object extraData)
at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr)
at HttpRuntime.ProcessRequest(HttpWorkerRequest wr)
at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType)
>Crm Exception: Message: , ErrorCode: -2147220937, InnerException: System.Runtime.InteropServices.COMException (0x80040237): Ausnahme von HRESULT: 0x80040237.
at
Microsoft.Crm.Platform.ComProxy.CRMCustomerAddressClass.Create(CUserAuth&
Caller, String EntityXML)
[2007-11-27 17:27:07.6] Process: w3wp |Thread: 7480 |Category: Platform
|User: 6f5d38ab-d436-dc11-b130-000d601647db |Level: Error |
CrmSoapExtension.ProcessMessage
>CrmSoapExtension detected CrmException:
System.Web.Services.Protocols.SoapException: Der Server konnte die
Anforderung nicht verarbeiten. --->
System.Reflection.TargetInvocationException: Ein Aufrufziel hat einen
Ausnahmefehler verursacht. ---> System.Runtime.InteropServices.COMException
(0x80040237): Ausnahme von HRESULT: 0x80040237.
at
Microsoft.Crm.Platform.ComProxy.CRMCustomerAddressClass.Create(CUserAuth&
Caller, String EntityXML)
--- Ende der internen Ausnahmestapel�¼berwachung ---
at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj,
BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo
culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess)
at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj,
BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo
culture, Boolean verifyAccess)
at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags
invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
at Microsoft.Crm.Sdk.UnmanagedServiceProvider.ExecuteInternal(Object
comProvider, String method, Object[] methodParameters)
at
Microsoft.Crm.Sdk.UnmanagedServiceProvider.InternalCreate(IBusinessEntity
entity, ExecutionContext context)
at Microsoft.Crm.Sdk.UnmanagedServiceProvider.Create(IBusinessEntity
entity, ExecutionContext context)
at Microsoft.Crm.WebServices.CrmService.Create(BusinessEntity entity)
--- Ende der internen Ausnahmestapel�¼berwachung --- Tag: Outlook client 'View in CRM' does not open the record Tag: 92608
Goldmine to CRM Opportunity/price list Question?
Sorry if this doesnt make allot of sense, but, we are making the move to
CRM, and we are doing it internally. We are migrating form Goldmine 6.7
Corporate Edition.
The following question comes from my Sales Manager, so i thought i would
copy it, and ask it here:
In GoldMine, you can create an Opportunity Record. You can then Schedule
a Forecasted Sales that is tied to that opportunity. That in effect, is
adding product records to the opportunity. When you forecast the sale,
you are adding a Product and entering a price for that product. You can
enter any price you want ? there are no restrictions.
In CRM, once you create an opportunity, you can add products; however,
you need to select those products from a Price List. Both the product
and the price come over. Is there a way to override the price from the
price book? In goldmine you can select the product from a list box and
have no restrictions on the unit price. Selecting the product from a
list (or price list) is OK, but not being forced to a predefined price.
For us, the ?Products? are ?100 ? Software License?, ?200 ? Professional
Services?, ?300 ? Support & Maintenance?, ?400 ? Hardware?. Our
?Product? is highly configurable so it is not practical to develop a
Price List.
Bottom line, how can we enter the price for products directly and not
via a price list? Tag: Outlook client 'View in CRM' does not open the record Tag: 92606
Adding users to Active Directory groups
We have installed CRM 3.0 on a server using a domain admin account.
We also have a CRM Admin account on our domain that is used to
administer CRM. This account is not a domain admin. We ahve noticed
that when the CRM account adds a new user to CRM, the network account
gets added to the UserGroup in AD. Can someone explain how that user
account gets added to the AD group when the CRM admin account is not a
domain admin and the site is running under Local System account? Is
it still using the domain admin credentials that we used to install
CRM? Tag: Outlook client 'View in CRM' does not open the record Tag: 92604
Unattended installation of offline-enabled CRM 3.0 client for Outl
Hi!
I am having a lot of troubles performing an unattended installation of the
Microsoft CRM laptop client for Microsoft Office Outlook (offline-enabled).
I have searched through all deployment forums, without result.
Is there any whitepapers on this subject or do you guys have any information
regarding this subject.
I have 160 laptop clients that i need to deploy this application to :-(
I have read the "Microsoft_CRM_3.0.5_Implementaton_guide" but it only
describes how to perform an unattended installation of the online client by
creating an XML config file.
--
Henrik Rading
IT Architect - Deployment specialist Tag: Outlook client 'View in CRM' does not open the record Tag: 92603
Server-client configuration for Offline client
Hello,
We have Ms SQL Server 2005 serving our Ms CRM 3.0.
When we try to install/sync Offline Client, we sometimes get error:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
saInsert failed for entity 'entity_name', batchRows=1 with exception
System.Data.SqlClient.SqlException: Could not find row in sysindexes for
database ID 2, object ID 553769030, index ID 255. Run DBCC CHECKTABLE on
sysindexes.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
I have investigated the problem with CrmTrace and have found that
{guid}.bcp file, produced by our server and delivered by sync process to
the client's folder, can not be inserted into MSDE.
Here the sql statements, that should be executed by sync process (taken
from CrmTrace log):
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
create table #tempNew_AlertBase (CreatedBy uniqueidentifier, CreatedOn
datetime, DeletionStateCode int, ModifiedBy uniqueidentifier, ModifiedOn
datetime, New_AlertId uniqueidentifier NOT NULL, OwningBusinessUnit
uniqueidentifier, StateCode int NOT NULL, StatusCode int, VersionNumber
timestamp, OwningUser uniqueidentifier)
BULK INSERT #tempNew_AlertBase FROM 'C:\Documents and
Settings\username\Application
Data\Microsoft\MSCRM\BCP\{76172936-6288-DC11-9E8A-001708576EFC}.bcp'
WITH (DATAFILETYPE = 'native', FORMATFILE = 'C:\Documents and
Settings\username\Application
Data\Microsoft\MSCRM\BCP\FMT\New_AlertBase.fmt')
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
These statements fails with error "Could not find row in sysindexes for
database ID 2, object ID 553769030, index ID 255. Run DBCC CHECKTABLE on
sysindexes."
But these statements has been executed well on another SQL 2005 server.
Is there any chance to run offline client against Ms SQL 2005 server?
Thanks,
Alex. Tag: Outlook client 'View in CRM' does not open the record Tag: 92596
Some good work
Hi Everybody
I just able to create lookup field. And with this I can enble to show the
lookup field of the same entity in the same form. So I think I got a way to
get around the one-to-one and many-to-many relationship. Is not it good?
Anyone need any help, let me know.
Thanks and Regards
--
Jaber Tag: Outlook client 'View in CRM' does not open the record Tag: 92595
WorkFlow Email Notifications
Hello,
When setting up email notifications in the Workflow, is there a way to have
CRM email a link to the item it is refering to? For example, we have a
workflow to send an email to the owner when the owner of a contact is changed.
Thanks in advance for your help.
Thanks,
Chris Tag: Outlook client 'View in CRM' does not open the record Tag: 92592
Advanced find stoppes working
Hi all,
I have came accross a biozarre issue. It is similiar to one of those
posted here however it persist to exist even though all known to me
troubleshooting. CRM 3.0 via terminal services and outlook 2003.
When clicking on advanced find nothing happens although the toolbar is
there and not greyedout.
reinstalling Client helps for a day or two
reinstalling Client from Add/ Remove programs helps for few days.
upgraded to V3C and TS scripts that go with it - helped for almost two
weeks until last day when it stopped working.
I was tempted to repair Outlook on TS but I am lost for hope.
Any suggestion would be greatly appreciated.
Thanks Tag: Outlook client 'View in CRM' does not open the record Tag: 92591
Workflow error
Hi
We have created a workflow that automatically generates a sequential number
for an Order, once it has been converted from a Quote. This workflow can work
fine for days on end, and then suddenly fails with 2 or 3 Orders in a row
displaying the error message in the workflow monitor of 80044151. Having
searched for this error, it seems to point to installing Update Rollup 1.
This has already been done, along with Rollup 2. We are using SQL Server 2000.
Can anyone help with this issue â?? we have run out of things to try.
--
Many Thanks
Jan_s Tag: Outlook client 'View in CRM' does not open the record Tag: 92590
Login failed ?
Hi
I get this error in a CRM addon and can't access reports for some of the
users on a terminal server. SQL/rep. and CRM is on seperate servers and
disableloopback 1 is set on all 3 servers. Some users don't have problem and
others do, I tried many things but it just won't work.
Any clues ??
Server Error in '/NN' Application.
--------------------------------------------------------------------------------
Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'.
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: System.Data.OleDb.OleDbException: Login failed for user
'NT AUTHORITY\ANONYMOUS LOGON'.
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.
Stack Trace:
[OleDbException (0x80040e4d): Login failed for user 'NT AUTHORITY\ANONYMOUS
LOGON'.]
System.Data.OleDb.OleDbConnectionInternal..ctor(OleDbConnectionString
constr, OleDbConnection connection) +1059617
System.Data.OleDb.OleDbConnectionFactory.CreateConnection(DbConnectionOptions
options, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection
owningObject) +53
System.Data.ProviderBase.DbConnectionFactory.CreateNonPooledConnection(DbConnection
owningConnection, DbConnectionPoolGroup poolGroup) +27
System.Data.ProviderBase.DbConnectionFactory.GetConnection(DbConnection
owningConnection) +47
System.Data.ProviderBase.DbConnectionClosed.OpenConnection(DbConnection
outerConnection, DbConnectionFactory connectionFactory) +105
System.Data.OleDb.OleDbConnection.Open() +37
CrmExtensions.NN.Core.Company.FillFromCrm(Guid Id, EntityType Type) +133
CompanyList.Page_Load(Object sender, EventArgs e) +499
System.Web.Util.CalliHelper.EventArgFunctionCaller(IntPtr fp, Object o,
Object t, EventArgs e) +15
System.Web.Util.CalliEventHandlerDelegateProxy.Callback(Object sender,
EventArgs e) +34 System.Web.UI.Control.OnLoad(EventArgs e) +99
System.Web.UI.Control.LoadRecursive() +47
System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint,
Boolean includeStagesAfterAsyncPoint) +1061
-------------------------------------------------------------------------------- Tag: Outlook client 'View in CRM' does not open the record Tag: 92589
Locked Fields
On the quote log entity the fields refering to shipping addresses are all
mandatory locked fields and I want to get rid of them.
How do I do that? Tag: Outlook client 'View in CRM' does not open the record Tag: 92588
V CARD
How can I import an outlook v-card/vcard into CRM easily. WHen i drag and
drop the vcard into my "Contacts in CRM" folder, it does not show up. Tag: Outlook client 'View in CRM' does not open the record Tag: 92585
How can I block an owner change something from other owner
About roles.
Can I block a user to change something from another owner. How can I do that?
I have a "My Change view"? like in incident
Marco Paulo Tag: Outlook client 'View in CRM' does not open the record Tag: 92583
Convert a lead to a contact without loosing the company name
When converting a lead to a contact you should be able to retain the company
name.
----------------
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=dd31d3fd-af2c-408d-8156-61a3ef46d0e5&dg=microsoft.public.crm Tag: Outlook client 'View in CRM' does not open the record Tag: 92582
The specified date is invalid
Hello,
We have specified the date settings for our CRM 3.0 (Rollup 2) installation
as dd-mm-yyyy.
When I'm adding a date, like 31/12/07 I get a warning: The specified date is
invalid. Enter a date in the format: DD/MM/YYYY. When I enter a date like
31-12-07 I get no warning (and that's OK).
Does anyone know were to change the date warning, so I can replace the / by
- ? I didn't found it at the Messages section of the Contact entity.
The system settings are set to dd-mm-yyyy.
Thanks in advantage. Tag: Outlook client 'View in CRM' does not open the record Tag: 92581
calling onChange of a field
hi,
is it possible to call onChange event of a field, from the onChange event of
diffrent field within the same form? Tag: Outlook client 'View in CRM' does not open the record Tag: 92579
MSCRM Bulk Email Service Error
I am trying to have a workflow email a user that a lead has been assigned to
them. The workflow Monitor says it has run, but it never comes through. I
have read that you need to have the Bulk Email Service running, but when I
enable it and start it I get the following error.
Any Suggestions?
The description for Event ID ( 0 ) in Source ( CrmBulkMailService ) cannot
be found. The local computer may not have the necessary registry information
or message DLL files to display messages from a remote computer. You may be
able to use the /AUXSOURCE= flag to retrieve this description; see Help and
Support for details. The following information is part of the event: Service
started.
Thanks,
Erik Tag: Outlook client 'View in CRM' does not open the record Tag: 92578
Share records
Hello
- Does anyone know how CRM stores the information in SQL about sharing
records?
example: where does CRM store that account X owned by me is shared (with
certain rights) with John Doe?
- Is er there a way to visualize these thing in CRM?
example: is there a way to create an "advanced find view" which gives me
alle the accounts owned by me, but shared with someone else
Many thanks in advance! Tag: Outlook client 'View in CRM' does not open the record Tag: 92574
Script errors
Hello,
I'm receiving currently quite many script errors like this :
Character : 1
Error: Syntaxe error
Code: 0
URL: http://myserver/Workplace/home_activites.aspx
What can I do to get ride of them please ?
Thank you Tag: Outlook client 'View in CRM' does not open the record Tag: 92573
AX connector
Is there any pre built AXapta connectors available for Dynamics CRM ? Tag: Outlook client 'View in CRM' does not open the record Tag: 92570
Customizing the search in the "members of a marketing list" view
Hi!
We have a strange problem with the search in the "members of a marketing
list" view. If we do a search for a last name, there are no hits, even though
there is such a contact in the marketing list. If we do the search for the
same contact with the first name or a "*" before the lastname (for example
"*gates") we get the contact we were looking for.
I guess our CRM is only searching in the field with the full name...
Everywhere else, the search works as expected and we can find the contact
even with searching only for his last name.
I checked the default contact view and found an option where you can
customize the fields where the search feature should be looking ...
unfortunately there is no such option in the view of "members of a marketing
list".
Any ideas how I can customize the search behavior in members of a marketing
list?
Thanks! Tag: Outlook client 'View in CRM' does not open the record Tag: 92568
Account Reparenting
Hello,
If Company A parents Company B and Company A is assigned a new owner,
then Company B is reparented with the same new owner. I wasn't
possible to configure the cascading. I am alone in this or is the a
design flaw?
Regards,
James Kent Tag: Outlook client 'View in CRM' does not open the record Tag: 92567
Problems with opportunity conversion function
Hi
I have been trying to code a function that allows one to convert an
opportunity entity into a custom project entity.
The specifications for this given by the client is as follows:
Creates a new custom project entity containing all relevant fields(client
and project name)
Sets the opportunity as won
Transfers all activities linked to the opportunity to the new project entity
I've run into a problem with the last two. No matter what I do I always get
the error 'SoapException was unhandled - Server was unable to process the
request.' (MOST USELESS ERROR EVER!!)
Stacktrace also simply tells me the error is somewhere while invoking.
The function is reasonably lengthy, and this is the 3rd iteration of the
code when I decided to replace activitypointer with dynamic entities. I have
posted the code in a pastebin here:
http://pastebin.com/m1fe76c56
ANY help would be appreciated, thanks. Tag: Outlook client 'View in CRM' does not open the record Tag: 92561
System entity - System entity relationships?
Hi
I have run into abit of a problem when trying to customize a client's crm.
Abit of background:
The client is extensively involved in project management, which means they
often need to create purchase orders on a client's behalf. This means that
the person the order is for, the person the order should be billed to and the
address the order needs to be delivered to may be 3 entirely different
entities.
Standard CRM supports seperate addresses to be used for billing and
delivery, but isn't flexible enough to automatically fill in addresses of
different accounts. So instead I was hoping to create new order -> account
relationships, and then simply query that account to get its address (Each
account has at most 2 addresses, postal and physical, more than one site
means multiple related accounts). As it turns out, creating relationships
between two system entities is impossible, has to be between a custom entity
and another entity.
If anyone could suggest a solution I would be thankful. Tag: Outlook client 'View in CRM' does not open the record Tag: 92560
Cleanup CRMDiagplatformtrace folder
Hello,
Does anyone know how it is possible to cleanup the files that are standing
in de CRMDiagplatformtrace folder? It's building up files and it's now more
than 80GB!
Any help would be great!
Regards,
Michiel Dekker
the Netherlands Tag: Outlook client 'View in CRM' does not open the record Tag: 92558
Writing Callouts in MS CRM 3.0
Hi ,
I am trying to write a postcreate callout in CRM 3.0.In that callout i
am trying to give access to an user to read all opportunities.I am
hardcoding both the user and entity with the help of Guid.but it is
not working.
this is the code..
public override void PostCreate(CalloutUserContext userContext,
CalloutEntityContext entityContext, string postImageEntityXml)
{
//Create a CRM Service Object with default credentials
CrmService service = new CrmService();
service.Credentials =
System.Net.CredentialCache.DefaultCredentials;
//assign (hardcode) the Manager
Guid MgrUserId = new Guid("AEA3DEFB-6696-DC11-9427-003048695678");
//Define a SecurityPrincipal Object & assign PrincipalID to
MgrUserId
SecurityPrincipal princi = new SecurityPrincipal();
princi.Type = SecurityPrincipalType.User;
princi.PrincipalId = MgrUserId;
//Set the Access Rights to READ Access
PrincipalAccess princiAccess = new PrincipalAccess();
princiAccess.Principal = princi;
princiAccess.AccessMask = AccessRights.ReadAccess;
//Create a TargetOwnedOpportunity obj & assign the current obj to
it.
TargetOwnedOpportunity tgt = new TargetOwnedOpportunity();
tgt.EntityId = entityContext.InstanceId;
//Grant the Access to the Principal Object (i.e., Manager)
GrantAccessRequest grant = new GrantAccessRequest();
grant.PrincipalAccess = princiAccess;
grant.Target = tgt;
GrantAccessResponse granted =
(GrantAccessResponse)service.Execute(grant);
//base.PostCreate(userContext, entityContext, postImageEntityXml);
}
can anybody hrlp me regarding this.. Tag: Outlook client 'View in CRM' does not open the record Tag: 92556
Exception of type Microsoft.SharePoint.SoapServer.SoapServerExcept
I got a msg. "Exception of type
Microsoft.SharePoint.SoapServer.SoapServerException" was thrown" from Portal
site when using he credential as below from preCreate method of CRM for
creating folder in Portal:
System.Net.NetworkCredential nc = new
System.Net.NetworkCredential("someuser", "somepasswd", "somedomain");
System.Net.CredentialCache cc = new System.Net.CredentialCache();
cc.Add (new Uri (listService.Url), "NTLM", nc);
listService.Credentials = cc;
System.Xml.XmlNode result = listService.UpdateListItems
("http:/<Portalserver>/sites/<subsites>/<projectFolder/>", batchElement);
can anyone hlp me to get rid of the error?
Thanks Tag: Outlook client 'View in CRM' does not open the record Tag: 92549
CRM-Portal collaboration sites
Hi EveryOne,
Heres what I am doing is that on the preCreate event - included of
UpdateListItems for CreateFolder in Portal but but it seems that I got a
throwed exception from Portal site:
"Invocation Time Out" then Http requested failed status 401 " Unauthorized"
msg
Can anyone help me in trying to get rid of this error?
Thanks in advance
Can anyone help me in trying to get rid of this error?
Thanks in advance Tag: Outlook client 'View in CRM' does not open the record Tag: 92548
Update from CRM 3.0 to new CRM 4.0
At the moment we are runnig CRM 3.0. Because of the new multi-language
feature of CRM 4.0 we want tu upgrate/update to the new version.
Does anybody has further information about the necessary steps? Tag: Outlook client 'View in CRM' does not open the record Tag: 92543
CRM 4 Hosted
I have been considering CRM 3 for some time due to its integration with
Dynamics GP 10 which I am currently running. From what I understand MSCRM 4
is a hosted application. Am I wrong? How will it integrate with my install of
Dynamics GP 10 for sop etc? Tag: Outlook client 'View in CRM' does not open the record Tag: 92539
how to allocate notes to accounts on db-level - notes disappear
Hi,
we have the phenomenon in CRM 3.0 that some notes disappear and then
reappear which were entered at some accounts.
I now wanted to get all the notes out of the SQL-db but cannot
allocate them to the account or other entities they belong to.
Does anyone know whether and how I can achieve this in SQL?
Thanks,
qp_meb Tag: Outlook client 'View in CRM' does not open the record Tag: 92535
how to allocate notes to accounts on db-level - notes disappear
Hi,
we have the phenomenon in CRM 3.0 that some notes disappear and then
reappear which were entered at some accounts.
I now wanted to get all the notes out of the SQL-db but cannot
allocate them to the account or other entities they belong to.
Does anyone know whether and how I can achieve this in SQL?
Thanks,
qp_meb Tag: Outlook client 'View in CRM' does not open the record Tag: 92534
Request Selection
Hi, if we try to assign an activity to an open Request there are all
Requests available (include closed). is there a way to show only open
requests in this select-formular ?
regards
armin Tag: Outlook client 'View in CRM' does not open the record Tag: 92533
CRM 3.0 and CRM 4.0
Dear All,
We were implementing MSCRM for a very protential CRM customer (Education).
Even they haven't signed the contract but we already started developing on
the CRM 3.0, 3 weeks ago.
A lot of customisation + .NET developing required on the version 3 but now
we knew that we're reinventing the wheels as some of them will be already
built in the V4 which one will be realease very soon (Q1-2008?)
If we place order to MS now, we will receive the V4 earlier than Q1-2008,
but it is V4, not V3
So now we decided moving the developing on V4 directly because no guarantee
what we were building V3 will work with V4? But we don't have the real V4
installation CD + license now. We also requested the V4 trial license from MS
Vietnam but they can't give to us.
We downloaded the V4 R0 VPC image from the MS website and that ALL we have
about the V4.
My questions are:
1. Can we do customise on the V4 R0 VPC image and then we migrate the
customisation from the VPC image to the real CRM Server machine whenever we
receive the real V4 + license from MS?
2. Because we have done ~ 30% amount of customisation. So how can we migrate
the customisation has been done on the V3 to the V4 R0 VPC image?
Looking forward to your answers.
Thanks in advanced,
Duc Tag: Outlook client 'View in CRM' does not open the record Tag: 92531
CRM Router - E-mail from pop3 connector sbs server
- Happy thanksgiving- !!
All done eating tofurkey and I can't help but think about a CRM problem that
I can't figur out. Problem is the CRM exchange account is crm@server.local.
If I route e-mail to it from matt@server.local (with matt@server.local in the
e-mail TO field) it post it to the CRM server. If I route e-mail to it (of
course through a rule etc) with matt@domainname.com it just disapears. It
goes to the mailbox CRM@server.local but then is deleted. I have a queue
with matt@domainname.com. It appears that the server can ONLY PROCESS
@SERVER.LOCAL e-mail. Not good becaus all the real incomings are from a pop3
connector to the @domainname.com. Tag: Outlook client 'View in CRM' does not open the record Tag: 92522
quick campaigns
How can I merge an email to the marketing list used to create the quick
campaign?
I used copy and paste to set the merge codes in my email, but it does not
work. Tag: Outlook client 'View in CRM' does not open the record Tag: 92516
Issue for CRM 3.0 and Outllook 2007
Hi,
I was able to access CRM 3.0 from Outlook 2007. It installs on Vista. I
haved decided to modify selection for contact synchronisation in "local
Data". I had the list and when I have selected the good choice, I had this
message in French: "une erreur s'est produite..." - translation in English:
"error, contact your adminsitrator". After this message, I was not able to
access any data from CRM in Outlook.
It's OK to acces with IE.
I installed Roll up 2, uninstall and reinstall again, I have always the same
message.
Is it possible to have more detail in the message?
What do you suggest?
tks
Robert Tag: Outlook client 'View in CRM' does not open the record Tag: 92513
Marketing Lists - Exporting to Excel
Hi, I am trying to export a list of contacts, which is greater than 5000,
from a marketing list but everytime I try I only get 5000 records.
This is a different problem to the throttling and Maxnumber of records
registry setting solutions as I have tried all of these.
If anyone has had the same problem and has managed fix it you advise would
be much appreciated.
Thanks. Tag: Outlook client 'View in CRM' does not open the record Tag: 92509
Quick Campaign created duplicate activities
Hi,
Whenever we use quick campaign in CRM 3.0, it creates 3 activities for each
contact. We have Rollup 2 installed but this did not fix the problem.
I have looked around the internet for a solution to this but can't seem to
find anything.
Anyone got any ideas? It would be much appreciated.
Thanks. Tag: Outlook client 'View in CRM' does not open the record Tag: 92504
XP and Outlook different than CRM client?
Is it possible or supported to install CRM 3.0 English Outlook Client Laptop
version to operating system which is not English version.
Or is it supported to install different version of Laptop Client than
Outlook is. For example finnish version of CRM client to english version of
Outlook. Tag: Outlook client 'View in CRM' does not open the record Tag: 92502
Sorting a view by letter - doesn't quite work
In the view, that displays a list of orders, I click one of the letters in
the bottom.
I want to show only orders, where the CUSTOMER NAME begins with that
specific letter. However, my result is orders, where the SUBJECT/DESCRIPTION
begins with that letter.
It should be possible to select, which field ORDERS are sorted by, when
clicking a letter in the bottom.
----------------
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=591e2cb3-bbc0-45ed-a6d1-195402979e9f&dg=microsoft.public.crm Tag: Outlook client 'View in CRM' does not open the record Tag: 92497
Installing CRM 3.0 as default Administrator account?
Hi
We've been warned against installing CRM 3.0 using the default domain
Administrator account by Microsoft CRM partner. Instead it has been suggested
to install CRM 3.0 using a new user called crmadmin with domain
administratrion rights.
Our test server is already installed/configured (and was done so using the
default in Administrator account) so we would like to know why this is
suggested, and if it is really required.
So far I have not been able to find any information on the types of problems
using the default Administrator account can cause. Is this a known typical
install requirement? Can anyone here please shed some light on this? Tag: Outlook client 'View in CRM' does not open the record Tag: 92496
Where can download latest CRM 3 Outlook CD
Hi.
May i know where can download the latest CRM 3 Outlook CD.
this link it is the latest one
http://www.microsoft.com/downloads/details.aspx?familyid=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en
thank you Tag: Outlook client 'View in CRM' does not open the record Tag: 92491
MS CRM External Connector Licence
Hi,
I have a few questions about the external connector licence. I understand
that this allows you to connecto to CRM without a user necessarily being in
AD.
1. When accessing the CRM Web Service, you need to impersonate a user
through network credentials [e.g. myService.Credentials = new
NetworkCredential("PrivUserName","PrivUserPassword","PrivUserDomain")]. How
is this possible with an external user?
2. I have a website with an enquiry form. Details entered in this form will
be pushed through as Leads. From what I understand, "external users" cannot
own records so how is this achieved without impersonation?
2a. Using this same example, if I personate a user with a valid CAL (default
System Administrator account for example) and I have all leads entered
through the website using this account, is this within the scope of the
"External Connector" licence? Can I just "legally" use my existing CAL for
this purpose?
Any help is appreciated and please correct me if my assumptions are wrong.
Thanks for your help Tag: Outlook client 'View in CRM' does not open the record Tag: 92488
My 'View in CRM' button is not opening the CRM record. Pop-up blocker is
turned off. Any other ideas?
Thank you very much!
Suzy