Placing a Date Range on a Report

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  - 1
    - Multilevel pick-list I have he requirement of creating a multi-level picklist, i.e. like status, status reason. I have the idea of creating the first pick-list, e.g. Category and have the OnChange event filter the available values in the second pick-list, SubCategory. Does anybody have any experience in that approach - or other ways to implement this. Rgds, Per Tag: Placing a Date Range on a Report Tag: 17954
  - 2
    - Multilevel pick-list I have he requirement of creating a multi-level picklist, i.e. like status, status reason. I have the idea of creating the first pick-list, e.g. Category and have the OnChange event filter the available values in the second pick-list, SubCategory. Does anybody have any experience in that approach - or other ways to implement this. Rgds, Per Tag: Placing a Date Range on a Report Tag: 17953
  - 3
    - post-callout I would like use post-callout feature in MS-CRM 1.0 to do some updates to an external database when the order or any order line item is saved/updated. I would like to show a message to the user if some error happens in updating the external database. Now, How do I pass the message back to the user to MS-CRM front -end from my post-call out componnet...? Similarly, is it possible to get a message back to the user from workflow process.? Thanks, Ranjan Tag: Placing a Date Range on a Report Tag: 17949
  - 4
    - Fast way to re-assign large list of leads? Hello; We have a list of leads from a marketing list (about 1,200) that got imported and assigned to the wrong user. Is there any fast way to assign all 1,200 of those leads to a different CRM user? I've been trying to go through 100 at a time, but it's taking forever :( Sincerely, Todd M. Taylor Tag: Placing a Date Range on a Report Tag: 17948
  - 5
    - Update on MSCRM Jscript problem I have discovered that if you replace window.open('http://strongbad/reports/viewer/html/viewer.aspx?id=398&sf=({qu ote.quotenumber})=\'QUO-01002-9QRYHR\'') with window.open('http://strongbad/reports/viewer/html/viewer.aspx?id=398%26sf=({ quote.quotenumber})=\'QUO-01002-9QRYHR\'') (replace the & with a %26) in the onchange event of a picklist, the quote page will display and you can call the report by changing the value in the picklist. However, you will get an error returned by the report viewer that doesn't like the %26. If, in the report viewer page, you change the %26 to an &, the report then runs fine. Ack. Anyone have any ideas on a way around this without custom programming a new web page to decipher this data? I'd like to get the base functionality to work. Thanks, Eric Tag: Placing a Date Range on a Report Tag: 17946
  - 6
    - Email Router Issue Hi, I'm having an issue during the install of the email router portion of MS CRM. I'm trying to install it on a server that already has IIS installed and has a default website running on it. I have created a new website called emailrouter but during the install I only see default website in the list of configurable sites. What am I doing wrong? Any help would be greatly appreciated. Thanks Hanif Tag: Placing a Date Range on a Report Tag: 17945
  - 7
    - Adding a new drop down to CRM Hello everyone... Just curious. I want to add a new drop down menu to crm, but have only been able to find the documentation to modify existing drop down lists. Is there a way to create a new one? I'm just in the beginning stages of getting my customizations together before I migrate everything over from Telemagic. Thanks so much for all of your help. Jill Hamann web developer/programmer Brilliance Audio, Inc. jhamann@brillianceaudio.removethis.com Tag: Placing a Date Range on a Report Tag: 17944
  - 8
    - Close Opportunity Problem: Form that pops up when I close an Opportunity cannot be configured. Requirement: When an opportunity is closed as Lost I would like to capture additional information about the competitor. I can add the necessary fields to the object OpportunityCloseActivity, however, I'll need to make a custom form with those fields and have the form displayed trigger e.g. by a workflow change status event. Question: Does anyone have an idea where to find a 'complete' example on how to make a custom form? Rgds, Per Tag: Placing a Date Range on a Report Tag: 17943
  - 9
    - Outlook Express Attachments The e-mail I receive with attachements is removed by Outlook Express. How do I change the settings so that attachments can be opened. The message I receive is "OE removed access to the following unsafe attachments in your mail: (attachment name)". This message is coming up with any e-mail that has an attachment, no matter who it is from. How can this be set to have the ability to open chosen attachments? Thanks for any help! Tag: Placing a Date Range on a Report Tag: 17941
  - 10
    - Cases: Retrive : Urgent Hi, I am using the the CRM SDK method to retrive the case details using the incidentid. I am not able to retrieve the status,responsiblecontactid,createdon fields of the case. I would appreciate if anybody could help me with this , Sarah Tag: Placing a Date Range on a Report Tag: 17939
  - 11
    - crystal report question Hi, is it possible to use my own sql statement to build the crystal reports in crm 1.2? I want to use some functions i.e. count(*) to add some statistic on the reportings. Thanks in advance Jani Tag: Placing a Date Range on a Report Tag: 17937
  - 12
    - CRM Workflow I have just begun to use CRM v 1.2 but when I try to get workflow running I get a message saying that I do not have sufficient CRM privileges to run Workflow?? the user account I am using has Admin Privileges to the server and Domain?? HELP Tag: Placing a Date Range on a Report Tag: 17934
  - 13
    - excel spread sheet I recently bought a new computer and want to use excel but am unfamiliar with it. Can anyone tell me how to make the cursor more distinguishable when performing a search? It's hard to find on the page with the rest of the data. Tag: Placing a Date Range on a Report Tag: 17932
  - 14
    - Microsoft CRM currency In microsoft crm in the reports zone, all the values are shown in escudos $$ and i whant to change it to Euros ... Who do i do this?? can anyone help me ..... Portugal Tag: Placing a Date Range on a Report Tag: 17928
  - 15
    - Installing MSCS with DB2 UDB I have a client running DB2 V7 on Windows NT. They would like to install MSCS with DB2. I would like to know where I can find the Hardware and Software requirements and also how long it would take to get back from a failover. Where can I find this information?Any recommendations on with method to install - Hot Standby or Mutual Takeover? Tag: Placing a Date Range on a Report Tag: 17926
  - 16
    - Customizing the leads for Hi there!!! Can anyone help me with info on how to customize teh leads form, for example. I do not need the textboxes on the Administration tab. Now I delete them. How do I persist the changes. When I add a new lead, the textboxes are still there. I know how to add a new field on the server. When I export the XML customization file, it executes. But when I import it again, it give "constraint" errors. To import the xml file you have to say "yes" when it want to overwrite your DB. But I cant see that I have lost data. Please help!!!! Jan Tag: Placing a Date Range on a Report Tag: 17924
  - 17
    - Sales for Outlook will not go offline Hi have installed Sales for Outlook, and can connect successfully to the CRM Server, but when I try to go offline,a get a series of screens showing 'System cannot find specified file' and eventually a 'Metadata Cache Error, Entity does not exist'. I have not been ableto track down the problem, has anyone else seen this? Tag: Placing a Date Range on a Report Tag: 17922
  - 18
    - Road map for the V2 Hello, can anybody have a list of new functionalities planned for V2 ? Tag: Placing a Date Range on a Report Tag: 17921
  - 19
    - Report window to customize Hello I would like to make disable or to hide some reports (120 reports is too complicated to search into). Is anybody knows how can I do ? Thank you Tag: Placing a Date Range on a Report Tag: 17920
  - 20
    - Offline Integration Hi, Does anybody know what I have to do to be able to access=20 Objects through the API when OFFLINE? Going through the=20 API work nice and easy as long as I have a connection to=20 the Crm-server. However, I would like to use the API in=20 an application that is installed on the Client and uses=20 the local Data. regards Bj=F6rn Westman Tag: Placing a Date Range on a Report Tag: 17915
  - 21
    - CRM - need some answers Can some one help me with following questions Q1: Opportunities Summary: I want to be able to see a total potential sales $ from open opportunities - how would I see that. I couldn't see it in the reports (or for some reasons the reports were not working Q2: I want to be able to see Opportunities by Sales person. How do I do that (report? Tag: Placing a Date Range on a Report Tag: 17913
  - 22
    - Windowsupdate using Intranet? Is there a way to setup a local server to use as the wundowsupdate site for a large # of pc's, but that has a small pipe to the internet? Tag: Placing a Date Range on a Report Tag: 17911
  - 23
    - Importing Pricelists Is there a way to be able to import pricing into the existing product base within MS CRM? As far as I know, MS CRM 1.2 doesnt support multicurrency, so if one is able to manipulate the data outside CRM (eg. in an Excel spreadsheet), how could one automate (or at least to some degree speed up) the import via a "best practices" method. Thanks...John Tag: Placing a Date Range on a Report Tag: 17909
  - 24
    - Security by Field/Tab I didnt see a way to do this but maybe I missed it.. In our "Cases" area we have blocks of time that should be modified only by the accounting team. Maybe this is in contracts and I havent played with it, but I basically added an integer field called Time and would like it so only the VP role (for example) can modify it. Anyone point me in the right direction? or am I better off using the contract to make 'time' contracts and then subtract it there? Thx.. Tag: Placing a Date Range on a Report Tag: 17905
  - 25
    - Workflow; Update Object I'm trying to make and edit routine in Workflow, e.g. when Account is updated, capitalize name, city, etc. Action Update only allow me to assign another value to a field. Any ways I can use 'built-in' funtions in the value field? Tag: Placing a Date Range on a Report Tag: 17901
- Next
  - 1
    - MSCRM & Exchange 2003 Hi, IG.PDF on the MSCRM 1.2 documentation CD says, that MSCRM may coexist with an Exchange 2003 on the same machine, but this isn't recommended. Why would that be? I have precisely the same deployment scenario ahead of me! I am running a Windows 2003 Enterprise Edition box. This machine has Exchange 2003, Sharepoint Portal Server 2003, SQL Server 2000 (sp3) installed on it. I need to run MSCRM v1.2 on the same machine. This box is also my Domain Controller. Are there any known issues in running the configuration mentioned above? Anyone running similar configurations and have had any issues?? Please do let me know ASAP! Cheers! Yusuf Tag: Placing a Date Range on a Report Tag: 17900
  - 2
    - Very annoying error When I click on the buttons on the bottom of the pages ie. Home - WOrkplace - Sales etc... I get this error Line: 69 Char: 4 Error: Permission denied Code: 0 URL: http://mscrm/bar_bottom.aspx?startPage=Home Whats the deal? Tag: Placing a Date Range on a Report Tag: 17896
  - 3
    - Role vs Biz Unit viewing permissions on accts Top level Biz unit is called National under it are central, east and southwest. Each of the child bizunits have members and the National has others. Accounts are assigned based on the territory ( biz unit). The problem is this : the acct is assigned to the east biz,the user is in the East BU, BUT he can flip his view to see ALL accts even at a national level. The user has read in his biz org in the matrix. Im stumped! Tag: Placing a Date Range on a Report Tag: 17894
  - 4
    - CDF - activity, opportunities, quotes I've been loading most entities in a MS-CRM database using CDF. In general the test environment consists on 5-30,000 records for the main entities. A few observations: Performance for especially Products, Opportunities, Qutes and QuoteDetails was pretty bad until I added a number of indexes to the CDF-tables (and ran Update Statistics..) Some issues: Activity: calculation of duration does not like start- or end-times at midnight (00:00:00). Looks like a bug in the XML generator. Workaround: change th times with a few minutes. Activity: It looks like CDF closes a number of old appointments (but not email). The rule, if any, is not clear, but the CDF_Activity there are marked as open. Activities that thus are marked as completed by CDF to not have an close-date in MS-CRM. On the other hand, activities, which in CDF are converted as closed, gives an application error when you try to open them in MS-CRM. For open Activities, scheduled start, end and duration aresupplied. For closed Activities, actual start, end and duration are supplied. Maybe schduled information also should be supllied for closed Activities? Opportunity: Hasn't found a way to convert additional contacts associated with an opportunity? Quote: Even though I convert quotes as open (statecode = 1 (active) and statuscode = 2 (in progress)) and myself as the owner, the quote is read-only, and I'll have to make a new revision in order to change it? Lead: SIC code doesn't seem to be converted. Tag: Placing a Date Range on a Report Tag: 17893
  - 5
    - Installing CRM sales for Outlook (2003) Why would I get the error message while installing Sales for outlook on windows XP rigth after "Specify Microsoft CRM server": <<Setup was unable to find an instance of Microfoft CRM server components>> The CRM server is working well and I can connect from XP client PCs fine using the same URL. Thanks for your support! Tag: Placing a Date Range on a Report Tag: 17892
  - 6
    - Installing CRM In attempting to install CRM I get an error message. "Microsoft CRM requires Microsoft ASP.NET to be configured and running. Also, if you installed the Microsoft .NET Framework before installing Internet Information Services (IIS), then there may be an issue with ASP.NET registration. If this is the case, reinstall the .NET Framework and try again." There is no appearent method to configure ASP.NET. In "Add and Remove Roles" it says that IIS, ASP.NET are configured and it will not allow me to remove them. I need to know what the solution is. Tag: Placing a Date Range on a Report Tag: 17886
  - 7
    - Case Retrieve:Urgent Hi, I am using the the CRM SDK method to retrive the case details using the incidentid. I am not able to retrieve the status,responsiblecontactid,createdon fields of the case. I would appreciate if anybody could help me with this , Sarah Tag: Placing a Date Range on a Report Tag: 17883
  - 8
    - SFO Question ... Hi there! Quite often the Outlook menu buttons "New CRM Contact", "New CRM Task", New CRM Appointment" or some of them, do not function. Is this happening to any of you? I have noticed that, whenever this happens, when I go offline, the CRM cannot syncronise the corresponding items to the button that is inactive. For example when I cannot create a new CRM Contact from Outlook, I cannot import CRM Contacts by syncronization... Any help? Thanks a lot, Elena Tag: Placing a Date Range on a Report Tag: 17881
  - 9
    - Emails marked as SPAM (a solution perhaps?) There have been discussions about how MS CRM's emails are often marked as SPAM . We just rolled out MS CRM and are coming across this very problem ourselves. I thought it was because of the GUID, but in at least one case, the primary reason for it to be qualified as SPAM is due to the number of spaces that the system includes before the GUID. Here is the header from a customer who uses SPAM Assassin. X-UDCOM-MailScanner-SpamCheck: spam, SpamAssassin (score=5.712, required 4, BAYES_01 -1.52, HTML_MESSAGE 0.10, MISSING_OUTLOOK_NAME 0.10, NO_REAL_NAME 0.16, RCVD_IN_SORBS 0.10, SUBJ_HAS_SPACES 4.10, SUBJ_HAS_UNIQ_ID 2.68) The extra spaces counts for 4.10, while the GUID counts for 2.68. If the GUID was included without the numerous spaces, I think it would have passed the filter. I presume there is no way to remove these extra spaces? If MS is listening, it sounds like as easy solution to this problem while maintaining the important email tracking ability. -Bill Tag: Placing a Date Range on a Report Tag: 17877
  - 10
    - Newbie configuration help I have installed CRM 1.2 on a SMS2003 Premium Server and I'm having the problem of creating users as well as getting the "You are not authorized to view this page" within IE on companyweb. The exact message I receive when I go into CRM Deployment Manager's User Manager is: "The server localhost is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager. For more information, contact your system administrator" Unfortunately, I am the system administrator and cannot turn to myself for the fix. I am logged into the CRM server as administrator. Any ideas or direction that I should take? Thanks, Steve Tag: Placing a Date Range on a Report Tag: 17876
  - 11
    - Data Migration Framework and Contracts Hi everyone. Anybody knows when the contracts will be included into Data Migration Framework? Exist any patch for import them? Thanks in advance. Bea. Tag: Placing a Date Range on a Report Tag: 17874
  - 12
    - Content Advisor My content advisor comes up every time I change a page on the web. I have gone into the Tools-Internet and changed the settings but it still occurs-HELP Tag: Placing a Date Range on a Report Tag: 17873
  - 13
    - Auto-Responder for CRM Email Re-post: The marketing material I have from Microsoft says that CRM Sales Pro comes with Email Auto Response functionality. That would be great if I could find any documentation on it. Anyone know if this is possible without doing any programming? Or is this another case of Microsoft's marketing machine promising something that doesn't really exist Tag: Placing a Date Range on a Report Tag: 17871
  - 14
    - confguring lead routing Hi, I have installed Microsft crm 1.2 on my sandbox with "Adventure Works Cycle" demo license. I want to check out lead routing feature but I can not find anything related to that. I searched the web and could not find any document related to lead routing. All the site mention it as a feature avaialable with Microsoft CRM Sales professional but none of them tells how to configure the same. My License Manager shows that I have 6 "suite Professional" licenses so I believe I should be able to configure lead routing on my system. Please let me know how can I go about configuring lead routing and if there are any proper documents available for that. Thanks in Advance Tag: Placing a Date Range on a Report Tag: 17870
  - 15
    - Custom Web Integration Can I integrate MS-CRM within my asp.net application? I am in the process of designing an asp.net application for the office and I would like to integrate some of the crm pages within the application. If this can't happen, could I at least display crm information and create a link to the CRM application to make changes to the records within the crm application? Your suggections are greatly appreciated. Jose Tag: Placing a Date Range on a Report Tag: 17868
  - 16
    - Escalation or notification based on time elapsed Hello Please advise on how I can customize the MS CRM Workflow to notify a manager if one sales stage takes more than a stipulated time frame? Is it possible or am I overlooking the obvious? Kindly help Regards M Babu Tag: Placing a Date Range on a Report Tag: 17864
  - 17
    - cannot delete business unit? Hi, I am using microsoft CRM 1.2 with demo license of Adventure works Cycle. Is there any way to delete a "Business Unit". I go to Settings -> Business Unit Settings -> Security Roles -> Business Management. The delete option for "Business Unit" and "User" is disabled there. I searched in groups and found a few discussion about deleting users which say that it is not allowed to delete mscrm users. However I did not find any reference about deletion of "Business Unit". The user guide that comes with the installation shows steps to delete a "Business Unit", so i presume it must be possible.. Also if there is no way to delete a Business Unit directly then is there a way to do it manually. Thanks in Advance Tag: Placing a Date Range on a Report Tag: 17863
  - 18
    - Access Denied in Offline mode Get the message access denied when in offline mode? I have Adminstrative and CEO privligeses... Tag: Placing a Date Range on a Report Tag: 17862
  - 19
    - What happened? Dear David, I see this problem every day? Did you find a solution Georges Tag: Placing a Date Range on a Report Tag: 17861
  - 20
    - Microsoft Outlook 2002 - "Out of Office" I want to be able to use the "Out of Office" function, but "Help" says I need Microsoft Exchange. What is this and how do I get it? Tag: Placing a Date Range on a Report Tag: 17858
  - 21
    - exams for crm V1.2 Can anyone help me with a mock exam or study guides or anything towards certification in CRM v1.2. I have to pay for the exam myself and I need some kind of guide or something to increase my chances of passing the first time. Thanks jan Tag: Placing a Date Range on a Report Tag: 17854
  - 22
    - Montior resolution Hello, Is there any recommended monitor resolution for MS CRM? Regards, Venkat Tag: Placing a Date Range on a Report Tag: 17851
  - 23
    - Crystal Reports, CRM 1.2 Read the following in past newsgroups: "Microsoft CRM v1.2 ships with a specially configured copy of Crystal Reports v9.0 but you will need to purchase the licenses from your usual sources to activate it. The other option is to purchase the Professional or Developer edition of Crystal Reports v9.0 and use the enhancement patch that is available on your CRM server CD to configure it for Microsoft CRM. I believe this option will work for Crystal Reports v10 as well. For all options you only need to purchase licenses for those users responsible for customising reports as you would not want all users creating ad-hoc reports." We are in Certified Business Programme, can we get licence for free? Tag: Placing a Date Range on a Report Tag: 17849
  - 24
    - hosting CRM We are looking at feasibility of hosting a client's CRM. Whitepapers say this can be done. We are running Windows 2003 AD consisting of a single forest,single domain, with Exchange 2003 as the messaging system and have CRM and Adventure Works Sample DB and Sales For Outlook Client up and running nicely. Any advice before I start would be appreciated. Tag: Placing a Date Range on a Report Tag: 17846
  - 25
    - Contacts best practises When dealing with an account, with multiple contacts, is it best to put the activities under the account or the contact? I guess if they are all under the account, it is easy to see what has happened in one screen. However obviously if they are under the contact, you can see who you talked to? What is the best practise on this? Tag: Placing a Date Range on a Report Tag: 17845

I have several reports that have been created in Microsoft Access that
require a date range in order to pull the requested data. The date
range was set up in the query that was built to run the report. Is
there a way to get that date range displayed on the report?

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