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- Previous
  - 1
    - Case numbering I would like to change the cases to start at 3500 instead of 1000 to go along with our numbering scheme here. I know the auto numbering system in 1.2 does not allow you to change the number, only the prefix (CAS), I was wondering if there is a way around this. Thanks, Stefanie Gardner Tag: Print Quote Button Tag: 11590
  - 2
    - importing customizations If you export customizations after your initial install of CRM we'll call that org.xml Then add a custom field and modify the form and start inputting data. What happens if you import the org.xml customizations back on to CRM? What happens to the actual data? Will it simply drop off or could this cause damage to the database? Also, in general is there any chance of potential damage to the database if you botch up the schema using schema manager and then import your backup copy? Thanks. Tag: Print Quote Button Tag: 11578
  - 3
    - CRM Sales for Outlook /machine profiles Hi Everyone, I have situations where employees are out of the office, they are connecting over a VPN when connecting to a Domain and doing their CRM thing, but has anyone come across an employee that doesn't have a internet connection and wants to use their machine and cannot log into the domain, becuase of this no internet connection problem and having to log onto the local machine and basically, they are not able to create emails and or add any CRM tasks or anything like that as they don't even show in that profile. We are finding that this is a huge problem with our company. This is causing problems with our sales people. Anyone else have any spectacular ideas or how are you using these procedures. thanks in advance kelnic Tag: Print Quote Button Tag: 11571
  - 4
    - CRM Form Controls- Where? I need to develop and integrate several new capabilities into the CRM Service area. I would like if possible to use the same controls as the CRM products to make the look & Feel as similar as possible. Does anyone know if the controls used to develop the existing forms are available for use by customization developers or do we need to do our own? Thanks, GeorgeV Tag: Print Quote Button Tag: 11570
  - 5
    - Remote Access Has anyone set up a secure access to MSCRM over the internet? Pierre H Tag: Print Quote Button Tag: 11569
  - 6
    - Specified Domain does not exist. When goin off line I get an error message that says Specified Domain Does not exits. Has anyone run into this? Pierre Hulsebus ehtc.com Tag: Print Quote Button Tag: 11568
  - 7
    - Custom Fields in Crystal Reports? I have created a number of custom fields using the schema manager in the Deployment Manager and am now trying to write some addl reports but can't see all of the fields. The one's I added a couple of weeks ago are there but the ones recently added are not. I have published the changes, reset IIS, the new fields display on the forms, etc....I have also Verified the database in Crystal and it says it is up to date. Any other ideas on how to get make my customer fields avail in Crystal? i also noticed that a couple of new user that I created are not avail to me in Crystal when setting report selection criteria. They show up in the reports but don't show up in the dialog selection boxes when building reports???? Tag: Print Quote Button Tag: 11559
  - 8
    - CRM SDK bug? can anyone explain the following please? differences between 1.0 and 1.2 SDK: int iVal; CRM 1.0: iVal = Microsoft.CRM.Flags.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING; iVal = 8 (as per documentation) CRM 1.2: iVal = (int) Microsoft.Crm.Platform.Proxy.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING; iVal = 5 (documentation states it should still be 8 - which is what I expect) Additionally, if I use the code sample as per the documentation: // Set up the XML string for the account string strAccountXml = "<account>"; strAccountXml += "<name>Account Number 1</name>"; strAccountXml += "<accountnumber>A0192</accountnumber>"; strAccountXml += "<websiteurl>www.adventure-works.com</websiteurl>"; strAccountXml += "<ownerid type=\"" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() +"\">"; strAccountXml += userAuth.UserId + "</ownerid>"; strAccountXml += "</account>"; this isn't defined!!!! and Microsoft.Crm.Platform.Proxy.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_REGARDING.To String returns the string "Activitypartyregarding", not the number 8 which will cause a SOAP error. Chris Galley Cedalion Tag: Print Quote Button Tag: 11555
  - 9
    - Report Difference in CS- Standard and Professional Hi I would like to know the differences between the reports in the Customer Service Standard and Professional Module. Any help is appreciated , Thanks in advance Tag: Print Quote Button Tag: 11549
  - 10
    - Customisation Hi, How much is Ms CRM customisable? Does it have any scripting or programing capablity like what Office apps have ? Thanks, Ali Tag: Print Quote Button Tag: 11546
  - 11
    - Replication After determining that our Syncing was not working, I've learned that during the install of CRM 1.2 the Replication database (and the other necessary components) did not get installed/created. Is there an easy way to fix this? Tag: Print Quote Button Tag: 11545
  - 12
    - Need a picklist of users Hello, I need to add a "dynamic" picklist or Lockup field (similar to Owner Field) to the opportunity form that contains all the CRM users, wich are visible for the current user. I know how to add custom fields to forms, and I know about publish with the Deployment Manager. But how can I display users within the opportunity form? Thanks, Rainer Tag: Print Quote Button Tag: 11544
  - 13
    - Rules problem in CRM 1.2 I'm trying to generate some kind of activity from rule on account. Activity is generated but some fields in those activities are missing.(example, phone number in phone activity). When I try to generate activity for some account in application in terms that I explicity pick some account and go to Actions->Activity->Phone Call , everything works fine. Phone number and the rest of the data is transfered from account to activity related to it. Can someone help me with this? Ramon Software Developer M San Grupa Tag: Print Quote Button Tag: 11537
  - 14
    - error after saving a contract I migrated some accounts from an oracle db, when I compare the migrated accounts with an account that was created with MSCRM, I can find no differences (only the accountId field is different). When I want to create a contract with as customer the account that was created by MSCRM, CRM has no problem saving the contract. When I create a contract with the migrated account, I get an errorscreen (screen1 contents). When I change one of the customerfield of the contract that did change I get another errorscreen (screen2 contents). Does anyone know a solution for this problem? thx, Bert vervliet /**************/ screen1 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The pipe has been ended. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007006D Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspx_tmplid={9273B883-E237-41FE-B93E-CF41A845A59F}&contra cttemplateid={9273B883-E237-41FE-B93E-CF41A845A59F}&_CreateFromType=2011&_Cr eateFromId={9273B883-E237-41FE-B93E-CF41A845A59F} /**************/ screen2 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The data area passed to a system call is too small. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007007A Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspxid={4341CB7B-8B1E-477A-9463-EDA4ACEC202A} Tag: Print Quote Button Tag: 11535
  - 15
    - Has anyone ever use this service before? I was thinking about using a new payment system on my website from a company called Glowpay.com. It's something like paypal but they say they won't blame me and hold my money. If anyone has had a successful experience using Glowpay can you please recommend them to me. Thank you very much I just like to feel safe! : ) Sincerely John Tag: Print Quote Button Tag: 11533
  - 16
    - emailing forms I would like to create a workflow rule that would email the url of a newly created quote to another employee in the company. Is this possible and how would I do it? Thank you for the help in advance. Tag: Print Quote Button Tag: 11530
  - 17
    - NAMING CONVENTION Is Microsoft Customer Relationship Management 1.0 AND Microsoft Customer Relationship Management Server... one in the same? Is the server product version 1.2? This is critical to understand with an 2003 implementation... Tag: Print Quote Button Tag: 11529
  - 18
    - CRM E-mail in Outlook The CRM E-mail button added to Outlook builds an email form that does not allow me to select a Contact from CRM Contacts. When I click on To: my normal Outlook Address Lists are available but not the Contacts from CRM. When I try to add the The CRM Contacts folder to the Outlook Address Book there is no option like I can with other Contact folders. When sending email from within CRM, I do not have access to the normal Outlook address lists. Was this by design? Seems like it would be good to do both? Thanks, Doug Tag: Print Quote Button Tag: 11528
  - 19
    - Crytal reports error in 1.0 Hi, I installed CRM 1.0 on a new server (W2K Enterprise) and I get the following error when trying to access a sales report. Any ideas??? File Repository Server Input is down. [On Cache/Page Server: SHEFFIELD.pageserver] I can confirm that Crystal Input File Repository service (along with all other Crystal services) is running. I could find no reference to this error in PartnerSource. Thanks, Lindsay. Tag: Print Quote Button Tag: 11526
  - 20
    - Multiple Email Identities We have multiple Business Units. Some Users are really acting in multiple units and have to be able to send email with different domain names. In Exchange we can use the From: function when sending emails with our multiple email addresses. In CRM it doesn't seem like I can accomplish this when sending an email. Is there some way to accomplish this? Thanks, Doug Tag: Print Quote Button Tag: 11520
  - 21
    - CRM SDK logging? Is there a logging feature in the SDK? For example, to see exactly which APIs are getting called by whom etc. I understand even their UI is using the same SDK - although it doesn't seem to use Microsoft.CRM.Proxy.dll like us but rather Microsoft.CRM.COMProxy.dll - am I correct? In any case, it'd be very helpful if there was a way to see that kind of info. If anyone can share any info on the subject, I'd much appreciate it. Thanks Tag: Print Quote Button Tag: 11516
  - 22
    - Expires On date for contracts in workflow???? I am trying to create a workflow rule that will create activity for sales rep when a contract is 45 days before expiration date. the problem I'm having is that I can't get at the expires on date to set a wait type condition. All I can see is the create on and cancel on dates. For some contracts, I can use the create on date as long as it's like an annual contract...then i can set the wiat timer to go for like 10 months 15 days and trigger the rule. Problem is, we want to put in a bunch of existing contracts and they all are at various points in their life cycle so I need to calc off of the expires on date. Any ideas? Tag: Print Quote Button Tag: 11515
  - 23
    - CRM Security issue with Administrator account I am unable to add users in the CRM Development Manager. I try to create new users in the wizard, the users are listed, but after selecting the users, a warning pops up telling me I do not have "sufficient security priveleges" to add users. This is a problem because I have logged on as the Administrator. Any help??? I am willing to change Admin's security or create a new Admin.... Tag: Print Quote Button Tag: 11512
  - 24
    - E-Mail Issue We keep getting the following errors that prevent returning e-mails from being tracked into CRM. Any ideas?? We are on CRM version 1.0 (waiting on 1.2) and Exchange 2000 on a Windows 2000 server. MRC' Platform Error Code: 80005010 Platform Error Description: 'Application Error' Literal SOAP Fault: '<error><code>80005010</code><description>Application Error</description></error>' Followed by an Event ID 5892 with this error The message 'RE: WINSAN: Training Update: 1/22/04 CRM:{69DA39AF-13F9-41F5-9F7A-1C8211CBAB70}:MRC' failed to deliver to all servers Tag: Print Quote Button Tag: 11511
  - 25
    - Sales Literature We have over one hundred documents that we want to put into sales literature to organize them for our sales people. Our idea is to have them all in one place and when we are talking to customer who wants more information we can generate an email and attach a document from the sales literature area. The problem is I cannot find where in the email process to be able to attach a sales literature document, only attach a file. Is there a way we can attach an item from the sales literature as an email attachment? Thanks, GeorgeV Tag: Print Quote Button Tag: 11503
- Next
  - 1
    - Mappings from opportunity to activity I have customized the 'opportunity' form by adding a custom 'myLocation' field. I would like the 'location' field in an activity appointment to be populated with 'myLocation' from an opportunity when a new activity is created off the Opportunity page. I setup the mapping in the deployment manager under the Opportunity / mappings and added 'activities' and created the map. I published customizations, and reset IIS but the myLocation field doesn't carry over to the appointment 'location' field. Am I missing a step or am I misinterpreting the functionality of mappings. Thanks. Tag: Print Quote Button Tag: 11501
  - 2
    - Web Access failure We installed CRM 1.2. All seems to be working except for Browser access from Win2K Pro and Win XP workstations. We can access the URL from the CRM server and othjer Win2003 Servers. Sales Outlook works. When we try and access via browser from Win2K and WinXP workstations we get the security screen, but when we click enter from Security login the browser immediatly closes. No error message. Nothing inEvent Logs. At latest IE 6 upgrades & Windows Upgrades. Any suggestions? Thanks, Doug Tag: Print Quote Button Tag: 11496
  - 3
    - Installation of CRM 1.2 in one machine Dear Friends, Could somebody tell me if exist some problem, a real reason, that don't allow to install crm environment in only one server. I'm speaking about all the components: exchange, sql server, domain server and crm server. Thanks. Manel Tag: Print Quote Button Tag: 11492
  - 4
    - ACT! migration using CDF So has anyone succesfully migrated ACT! records (including NOTES) over to MS CRM without using SCRIBE? Just the CDF - if so how did you get the records out of ACT! into the CDF database? Could anyone share... Thanks. Nick Tag: Print Quote Button Tag: 11487
  - 5
    - Access Crystal Error I've somehow managed to get this error: Unable to Acces Crystal;Check to see if you have enough licences. Unable to communicate with crystallogon.csp I've checked the Knowledge base 821672, and done everything that was stated in the article, but no go. I'm stuck. Anyone? -- Sasa Bart Senior Consultant M SAN Group Tag: Print Quote Button Tag: 11484
  - 6
    - Opportunities and other contacts: e-mail Does anybody know how I can e-mail all (other) contacts on an opportunity? So far, itis only the Account that is in the TO (I am using the Outlook interface). Thanks, Jo Tag: Print Quote Button Tag: 11478
  - 7
    - Convert a field to not allow Nulls How do you do that? I want to require the SIC field to be mandatory. Possible? Tag: Print Quote Button Tag: 11473
  - 8
    - Data Migration Hello, we want to import different data (accounts, quotes) to the crm. The migration framework from microsoft is as bad as every microsoft tool, plus the documentation is unreadable and there is no word about known issues. I found some ideas here so maby this is right place to find the answer. The data we want to import is not complex so i tried to use DTS in SQL-Server but there are some fields that are not nullable (SecurityDescriptor) . The data is stored in a csv-file (comma-delimited) Is there a possibility to make an import without this migration framework? There is an Importfunction in the CRM but only for contacts and leads. For me importing data automatically is a task to save time and avoid stupid data typing 'the old way'. I have spent now 2 days to find out how this migration framework works. Maby data typing by hand goes much faster. Thanks in advance. Andy Tag: Print Quote Button Tag: 11472
  - 9
    - Learning Resources Hi, What would be the fastest way to grasp essential capabilities of Ms CRM? What would be the fastest way to learn Ms CRM? Thanks, Ali Tag: Print Quote Button Tag: 11471
  - 10
    - Web Based UI Hi, Does MsCRM have any web based UI? We need our sales team access to the CRM database from the internet, Is that possible? Thanks, Ali Tag: Print Quote Button Tag: 11469
  - 11
    - ms crm fr hello, we are begening with ms crm (the french version). how can we put the word files on line in a new database thank you Erick Tag: Print Quote Button Tag: 11468
  - 12
    - crm workflow manage will not start everytime i try to launch the workflow monitor or the workflow monitor i get an error message that "the crm server is not responding. This might happen if it is currenlty unavailable or it is not crm server." Tag: Print Quote Button Tag: 11466
  - 13
    - Crystal Report Viewer Issues Hello-- Has anyone had a problem running reports in CRM 1.2 that results in an error saying "Information is needed before this report can be processed" whenever a user tries to open a report? I am the only user at the company that can load the reports. We have even tested me and another user on the same PC. I have a feeling that the problem is with the Crystal Report Viewer activex control. I don't think it is an authentication issue because one of the users that is having trouble is one of the CRM system administrators. Any ideas? Thanks! Paul Tag: Print Quote Button Tag: 11465
  - 14
    - Outlook 2003 Is Outlook 2003 supported with CRM 1.2? I can't find that it's not, but I'm using 2002 and am not having any problems. Another user here is using 2003 and he gets one error after another (when trying to promote email, trying to create an appointment, etc...). Tag: Print Quote Button Tag: 11463
  - 15
    - Customization.....Support... Hi, 1)I have added a new field for contact called NewField thru schema manager. 2)and published it thru actions. 3)then i went to form customization in settings and customized the contact form and added the newly created field. 4)i mapped the new field and textbox in the contact form. 5)also added a tab named NewTab. and saved it. but i couldnt see the changes in my main CRM site.. i even re-published the contact again. i am in admins login and i have got all the rights.. but I could able to see all the changes in the design mode of the form customization page. What can i do to see my changes in runtime..... Regards, Richard I.P Tag: Print Quote Button Tag: 11461
  - 16
    - CRM security role v1.0 Hi, I got some security role issue. I have one root business unit, and there is a sub-business unit called "Sales" under the root business unit. Here is the structure: Root-->Accounting (Sub business unit)--> Sales (Sub business unit under Accounting) I have one user is under Sales business unit, and I gave her "user" level priviledge on create, read, write, delete, append, append to Activity. And I also gave her "organization" level priviledge on Assign and Share on Activity. However, if she view "All Activities" on Activities screen, she can see my boss (who is under the root business unit) e-mail. Can you tell me why it happens? Did I set up something wrong on her security role? Thanks. Tag: Print Quote Button Tag: 11451
  - 17
    - Attaching a document to an Email via SDK - Urgent Hi All - I need to attach a document to an email via the sdk. I can create the email, create an attachment - but I can't figure out how to automatically upload the document to the attachment.... I've worked on this 2 days and I needed the solution like yesterday =) Scenario: User clicks a button on a custom form App creates an email - yes App saves the email - yes App creates attachment to the email - yes App uploads a file to the attachment - NO App opens email for user viewing - yes Tag: Print Quote Button Tag: 11448
  - 18
    - Customising the printed invoices in MS CRM 1.2 - Australian We are implementing MS CRM 1.2 for a small company who really want use the invoice facility within MS CRM - they are really taken with the process of creating a quote, and then rolling this over to become an order and then an invoice. However, when we print the invoice (using the print button) it does not contain any information about the products that were purchased. I believe that having this information is a legal requirement in Australia - it is certainly a common sense requirement. What do we need to do to add this information into the invoice? We would also like to do some other customisations to the invoice eg including a company logo, some default details etc. It would be nice if the printed invoice form/report could be used as the invoice for the cusomer, so removing the requirment to have a real time interface to an accounting package or double entry of the information into another product just to produce the invoice. Thanks Gill Tag: Print Quote Button Tag: 11445
  - 19
    - Customising Reports in MS CRM 1.2 - Australian Please can anyone confirm what we need to buy to customise MS CRM default reports for Ms CRM 1.2? Both my technical director and I have looked exhaustively at Microsoft Software Supplier web sites, and the MS CRM web pages, and have been unable to come to a conclusion. We are implementing MS CRM 1.2 in Australia for a small company who want to use the reports, but need to include some extra information, and in particular, need to include the picture of the product (which will be held in the CRM database as a url pointer to the photo file). What do we need to buy?, and what does the customer need to buy? Thanks Gill Walker Tag: Print Quote Button Tag: 11444
  - 20
    - Linking an activity to a Case An activity can be created within a Case by first opening the Case, selecting activities and creating a new activity. Is there any way of creating an activity (for example, from the home page) and associating this with an open Case? Thanks. Tag: Print Quote Button Tag: 11442
  - 21
    - Changing owner when scheduling a task In CRM 1.2, the search button for 'Owner' does not appear to be active. To assign ownership of a task, it seems necessary to create the activity, re-open the activity and select Actions - Assign. Does anyone know to assign a task to another user at the time of creating the task? Thanks in advance. Tag: Print Quote Button Tag: 11441
  - 22
    - CRM installation I am attempting an installtion of CRM 1.0 in a Win2k environment. During the server setup I receive the following error: Failed to install MS CRM Server... Failed to create Microsoft CRM databases. Uknown error. (80070E14) --It looked like it was about 70% through with the database creation. It was creating views etc.. Any help would be appreciated. Thanks, Scott Tag: Print Quote Button Tag: 11440
  - 23
    - Can't see form customizations even after IISRESET Hi: What do I do next? Do Tag: Print Quote Button Tag: 11431
  - 24
    - metadata cache error Hi, First time synching 1.2 and I get a "metadata cache error' when trying to look at objects. help? Tag: Print Quote Button Tag: 11430
  - 25
    - Backup and Recovery If the entire server fails and we have to reinstall, 1) can we just restore the entire MSCRM server application files from a full system backup from Windows Backup Tools? 2) Or we can setup the server, reinstall MSCRM, and import our Workflows and XML customizations. If there any difference as to how we restore? Do Tag: Print Quote Button Tag: 11425

We would like our sales people to be able to click the Print button on the
Quote screen and have a quotation printed in our quotation format with logo
et al. Does anyone know where to go to override the output of the quote
button? Is the report developed in Crystal? Has anyone successfully tried
to do this? I am also being request to do it for the Sales Order and
Invoice forms once I figure out how to do a quote.

Regards,
GeorgeV

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Print Quote Button by Frank

Frank
Fri Jan 23 19:18:46 CST 2004

You will need to look into the SDK for this.

No, it is not using Crystal.

Frank Lee
Workopia, Inc.

>> Other Microsoft CRM Online Forum Resources:
http://www.workopia.com/Links.htm

>-----Original Message-----
>We would like our sales people to be able to click the
Print button on the
>Quote screen and have a quotation printed in our
quotation format with logo
>et al. Does anyone know where to go to override the
output of the quote
>button? Is the report developed in Crystal? Has anyone
successfully tried
>to do this? I am also being request to do it for the
Sales Order and
>Invoice forms once I figure out how to do a quote.
>
>Regards,
>GeorgeV
>
>
>.
>

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