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- Previous
  - 1
    - Add attachment at email template Hi, Could we add attachment at email template? Thanks. Tag: Products and Units Tag: 26579
  - 2
    - Syncing Mobile CRM on the internet Hi Everyone, Ive got a curly question. I am currently testing the capabilities of CRM mobile, and we are wanting to allow remote syncing of data when a person is off site, the same way activesync does for exchange. Now I've got it to work. (Sort of) The big issue is with a split DNS. Internally, when the pocket pc is in the cradle, Initially I couldnt get it to sync with the CRM server ( internally seen as abc.mycompany.com which maps to an internal ip via internal DNS) I had to add *.mycompany.com as a work url exception to get it to work.. Thats all well and good, but now when I am offsite, and connect to the internet via GPRS connection, and open Mobile CRM on the pocket pc and try to sync, it doesnt work. (it keeps popping up with Connection unavailablePlease retry ect, but I can hear lots of data going back and forth, and it does actually send changes, just doesnt receive new ones) If I then go into the work url exceptions, and remove the setting, it will then sync properly, with no "Network unavailable please retry" type errors! I've fiddled with the connection settings, but have not found a solution. Anyone here have any advice? Thanks, Cameron Tag: Products and Units Tag: 26576
  - 3
    - Error - CRM Setup could not validate SQL Server I am trying to do a reinstall of CRM 1.2 onto an SBS2k3 box. In the uninstall of CRM I left the databases intact as I will be reconnecting the new CRM 1.2 installation to the existing data. When I try the install, I get an error saying : Microsoft CRM Setup could not validate this instance of SQL Server at the "Select SQL Server" screen. I have selected the SQL server from the list (which is local to the machine) and have "Connect to existing databases" (though I get the same error if I select "create new databases"). I saw the previous thread about SQL requiring a reinstall if you have changed domain functional level, however, I wouldn't think that this would apply here, as this was not necessasry - CRM / SQL had been working before this on the machine. any help would be great, thanks Tag: Products and Units Tag: 26573
  - 4
    - Install Problem I have CRM 1.2 and have a server dedicated for this application. I have made the server a DC running Server 2003. I have installed SQL Express. When I try to run the install, I get the error saying that SETUP COULD NOT OPEN A SESSION TO THE INSTANCE OF THE SQL SERVER. This is a brand new install of both the server and SQL. Any help would be greatly appreciated. Tag: Products and Units Tag: 26570
  - 5
    - Access Security does not work Hello, We are are on CRM 1.2. The security settings don't seem to work fully. For example, I have setup a security role called "Field Sales". One of the access rights is to be able to read only user's own records for accounts and quotes. The icon with only one "pie" on it. But neither seem to be working because users are able to see every account and every quote out there. But if I revoke read access fully, it seems to stop them from seeing quotes and accounts, this is in-line with the documentation. The moment I switch on the read only for user's own records everything is visible to them. There are no teams setup in the system. What is the issue here. I seem to have this issue in both Test as well as Production servers. Thanks Ramesh Tag: Products and Units Tag: 26569
  - 6
    - SFO Error when adding account/contact - but it is added Hi - I've recently added a new user to our CRM system and she is using SFO. When she creates and saves a new contact or account she gets the general message "an error occored, please contact your system administrator" Here is the error message from the client's machine Event Viewer: Source: Microsoft CRM Category: None Event ID: 2 Description: MSCRM Platform Error Report -------------------------------------------------------------------------------------------------------- Error: The form required to view this message cannot be displayed. Contact your administrator. Error Message: The form required to view this message cannot be displayed. Contact your administrator. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available 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. The kicker is that even though she gets this error message, the account or contact is saved. She is running Outlook 2003, SFO 1.2 on MS Windows 2000 SP 4 Also, it was working fine for her yesteday. Any help/ideas would be much appriciated. Thanks, Lawrence Tag: Products and Units Tag: 26565
  - 7
    - Sort order of activities We track a lot of activities. It is really frustating that I can't seem to figure out how to add a date column to the Activities screen of an Opprotunity. Of course, I can add a date field to the Opprotunity Manger where all of my opprotunities are listed. But I have not figured out how to change the Activity screen once inside the Opprotunity. -Jason Tag: Products and Units Tag: 26555
  - 8
    - How to invoke parameter-driven report from Invoice form? I have a parameter-driven report. The parameter is an invoice id. By this parameter i filter data. The problem is, that report should be invoked from Invoice form and I don't know how to pass Invoice ID to report. Please, help me! Tag: Products and Units Tag: 26552
  - 9
    - Windows open off the screen I have a mix of computers, all XP and all them when working with CRM, the windows open up and are half-way off the screen. Everytime you open a window in CRM you have to readjust it. Has anyone else experienced this? -Jason Beckett Tag: Products and Units Tag: 26550
  - 10
    - Websense or Sonicwall and CRM Slowness Just wanting to see if anyone has encountered issues with Websense or Sonicwall slowing down CRM access. We had CRM running fine for a client with Websense and a Sonicwall firewall at one of their locations, but we had to reinstall Websense on their local server (CRM is on a remote server on their WAN). Now a number of the users have painfully slow CRM connections. Some of them it takes 4 minutes to load CRM, and trying to work in it is useless. Has anyone seen anything similar? Any tips for my tech guys as they troubleshoot it??? Thanks in advance! -- Matt Wittemann Tag: Products and Units Tag: 26544
  - 11
    - Email Router failure plan? Is there anything that can be done to help this issue? If exchange and CRM lose connection it seems that the email router will just fail. There is no retry or anything. CRM never gets the email. Am I missing something?> Tag: Products and Units Tag: 26542
  - 12
    - Lead Viewed - ICON change ? Is there any functionality or way to change the icon to differentiate between leads that have allready been viewed. for example .. when a user opens Leads screen .. and it shows leads this week. if the user opens a lead and closes it. how does he know if he has allready opened it before, vs its a new unopened lead. thanks Tag: Products and Units Tag: 26535
  - 13
    - SQL server problem Customer just installed Sophos Anti Virus software on their SBS 2003 server that was running CRM, and now there is a problem with the SFO clients. The Sophos software installs a SQL svr instance. Is there any way of connecting the SFO clients to find the default crm sql svr instance on the server. When I try to run the server sql instance from the client sql svr manager, I get an "access denied" error - presumably because it is unable to cope with the second sql svr instance on the server. I recommended the Sophos to the customer - so don't want to have to now uninstall it. Is there any workaround.... any help would be appreciated. thx, Frank Tag: Products and Units Tag: 26533
  - 14
    - webparts Is it posible to publish CRM information via webparts in a sharepoint intranet? Tag: Products and Units Tag: 26530
  - 15
    - User logon/logout determination We're looking to create a service to automatically assign users to cases. However, we'd like to assign them only to user who are logged into the CRM system. How can we determine if the user is logged into the system or not? As always any help is greatly appreciated. Tag: Products and Units Tag: 26527
  - 16
    - Custom Menu - Opening a url and passing field on current form I want to create a button on Oppurtunity Form that opens a url and passes current user as part of the query string. I am able to create the button using isv.config file. Someone had earlier posted code below regarding a similar scenario. 1. they didnt say where to place the htm file. i have saved it in root of crm server...wwwroot when i try to open the url, it gives an error ... 'windows.opener.crmForm' is null or not an object. Does any one know how to fix this ? OR know where to place the htm file so it know what crmForm is ... OR A different way to open a url .. and pass a value from a field on current form. Thanks You won't be able to actually pass values up to the window you pop from CRM, only the OTC and ID get passed in the QueryString. If you don't want to do this by calling the platform, here's how you do it all client-side code. Just paste this code into an HTM file and call it from the isv.config: <html> <head> <script language="javascript"> function window.onload() { oForm = window.opener.crmForm; sCity = oForm.address1_city.value; sState = oForm.address1_stateorprovince.value; sZip = oForm.address1_postalcode.value; window.navigate("http://www.mapquest.com/maps/map.adp? city=" + sCity + "&state=" + sState + "&zipcode=" + sZip); } </script> </head> </html> Tag: Products and Units Tag: 26526
  - 17
    - Question about Status Reason field I am looking into what the Status Reason field is used for in relation to the Account object. There are two default values, Active and Inactive. I want to add values so that when an Account is inactive, we can state the reason that is inactive. I can add values to the Inactive state without a problem, but then how do I choose any of the values that I defined since when an account is Inactive, I cannot edit any of the fields? I can define a default value, but that again is of no use, because I can't change it. This seems to be a bug or oversight on the part of the CRM developers. Tag: Products and Units Tag: 26521
  - 18
    - Queue problem and incoming email directed at crm I have CRM setup in a test domain fine mostly but asides from replies from SFO to a test account, I dont think all aspects of email routing is fine - but the email router must be least part working in order to be able to store CRM history and email out. I could be wrong on this! I can send emails from CRM to the test account ( not a crm user, but has been setup against a account/contact) and they show in the contact activity history. I can see the replies on the CRM test user in SFO (so they get as far as the account used by CRM), but they do not show in CRM against activity for contact. If I promote to CRM it responds that a duplicate MIGHT exist. I believe this should not be necessary anyway?? Surely you should not need SFO in order to promote emails into CRM - but I have seen solution 860941. Per (857239) I have checked that I can reach the site on the email server that should be verification that router install was succesful. It actually brings up a kind of XML format on the browser. The only thing I can think is, that at the MOMENT for lack of IP problems, I have had to configure CRM on 8080. I know this is a problem with the fact generally CRM has been designed as the default web site originally and will want to put it back eventually. Maybe I should test with it back. I have certainly found that MSCRM Mobile doesn't like it one bit. Similarly I have a test queue I have setup to the letter and that does not show either, I can create cases in CRM and assign to the queue - but cannot get emails sent from a test "non" crm user account into the queue. (A test queue user, disabled account, crmemailenabled, and with nominated self mailbox rights etc). Of course I am using an email test customer that exists in the contacts area. I am seeing the same problem as the "replies" aspect so no doubt it comes under the same bracket of problem. Maybe its the port aspect. I was wondering whether the "convert all emails" option as opposed to just those applying to crm contacts might have effect - but how could that for the queue problem since it's pretty much a user setting I believe. I wonder if anyone can shed any light on what the "server end" config bit is here, as either the manual forgot to mention it clearly or I just can't remember. I have certified in MSCRM apps pro and installation course but I'm still finding it a bit much at the moment and need to refresh having just studied and passed the install course (somewhat flushed what I had learnt about apps). Maybe its just something about this test domain configuration which will iron out when its reinstalled live on a production Exchange Server? Thanks Tag: Products and Units Tag: 26515
  - 19
    - Backing up and Restoring Database Hi, I wish to test and enter data, create users, teams etc.... I have backed up all 4 databases. Is it possible to restore them at a later date, and the system would start at the same blank level? Thanks Jazz Tag: Products and Units Tag: 26512
  - 20
    - Transfering Data from one Server to Another Hi, We have a test CRM server running, and we have been using it for a while to see how we like it. Now it turns out people would like to keep the data and have it run on our production server. Is there a way to transfer the data from the test server to the production server? Matt Tag: Products and Units Tag: 26509
  - 21
    - Sort Views Names Is possible sort the views names? I want to show the views names alphabetical sorted on picklist. Thank you for pay attention. []'s Vinícius Pitta Lima de Araújo Tag: Products and Units Tag: 26503
  - 22
    - Removing standard Buttons in Tool Bar Hi. Is there an (unsupported but effective) way to remove standard buttons in Toolbar (ie the "Send E-mail" button in Account Form") Sebastiano. Tag: Products and Units Tag: 26495
  - 23
    - Error Importing Contacts from Outlook Contacts in CRM Hi! We have a problem importing contacts from Outlook to CRM. After selection of the import-folder and starting the process, a message appears: "Systemerror while Importing data. Import-Assistent will be closed" The real german message is "Systemfehler beim Importieren der Daten. Der Import-Assistent wird jetzt beendet." System-Configuration: Server 2: Server2000 and SQL 2000 with latest Service-Packs and Windows-Updates. CRM 1.2 is installed. Server 1: Server 2000 an Exchange 2000 with latest Service-Packs and Windows-Updates. Exchange-Mail-Router is installed Workstations: Windows XP SP2 and Office XP with latest Service-Packs and Windows-Update. The Update for Workstations with XP SP2 are installed on Server 2 and the workstations. Thanks for your support Holger Tag: Products and Units Tag: 26493
  - 24
    - Outlook Contacts When you install CRM Sales for Outlook all of the existing Contacts are added to your Outlook Contacts. However, unless you then add all new Contacts through the Outlook client, the Outlook Contact list does not stay up to date. We have users who add contacts through the browser interface, and I need these to flow through into Outlook (and thence into my PDA). Is it possible to re-sync the CRM Contacts into Outlook? Tag: Products and Units Tag: 26487
  - 25
    - Importing CRM Contacts in Outlook Hello, We are using CRM 1.2. Our salesperson are using the CRM client for Outlook. They need to import their contact in Outlook to synchronize with their PDA. Is their a possibility to import only their contact and all contacts? I saw that we can limit this access to the Business Unit. But they are all in the same BU. Thanks for your answer, Gilles Tag: Products and Units Tag: 26486
- Next
  - 1
    - SFO Problem Hello, I'm getting "An error occured while installing Microsoft CRM folders" message when opening Outlook. I've tried : 1-Remove addin and reregister it -Do not work 2-Remove SFO and MSDE and reinstall SFO-Do not work 3-Remove Office 2003 and reinstall Office 2003-Do not work How can I check which condition causes error? Is there any log file that i can check? I do not want to reinstall OS but I couldn't found any solution. Thanks, Tag: Products and Units Tag: 26484
  - 2
    - Automatic printing with or without a workflow process can it be done? Hi Guys, I don't know if i'm asking this in the right place but here goes; I'm an admin seting up Microsoft CRM 1.2 and I want to know if there is any way that i print out some basic details on to a label printer when I create a case, heres the senerio we are an IT company and when small jobs come into the repair shop i want to create the case in in Microsoft CRM 1.2 which will then in turn automaticly print out the case no. along with customer name and contact phone number in plain text to a printer, this label can then be stuck to the PC being repaired also i want the work flow process to send an email to the mobile phone number listed in the contact record and add @sms tis will then send a text message to the customers mobile when the job is complete. So anyone habe any pointers? it doesn't have to be workflow process that does this but that seams the obvious way at the moment but i anyone had a better idea? Thanks Stuart Tag: Products and Units Tag: 26475
  - 3
    - SFO missing from VPC images???? Hi all, I have just successfully installed the VPC demo images for the server and the client. Everything works great except that the SFO add in is missing from Outlook on the client install. I have added the crmaddin.dll and verified that the CRM folder is there under c:/programs...I am loggin in as the Gail Walker user that the install doc says has SFO installed and nothing...any ideas? Thanks in advance. Tag: Products and Units Tag: 26469
  - 4
    - CRM Time Stamp problem Hi I am having a problem with the timestamp in CRM. When a new case is created ,the CreatedOn time is 4hrs and a few seconds ahead of my system time. Anyone has any idea, please do let me know as to what is to be done to set the correct time for case creation. Thanks in advance Neena Tag: Products and Units Tag: 26468
  - 5
    - security issue I have it set up so that each department is set up under their own business unit - all are children of one parent unit. My sales reps are only allowed to see what they own or what is shared with them. My Customer Service are allowed to see everything. I need it to be set up so that everyone is allowed to share/assign with everyone. However, when I click on either option I'm only given those that are part of that particular business unit. How do I set it up so that when I click on share/assign...every user is listed? Thanks, Jen Tag: Products and Units Tag: 26467
  - 6
    - Adding a CRM contact from Outlook toolbar For some reason, the CRM Contact button on the toolbar in Outlook is not working. All other buttons work, I seem to be able to create emails, appointments and tasks but I cannot create a contact. Any ideas? Thanks! Krista Tag: Products and Units Tag: 26466
  - 7
    - Microsoft releases Reporting Services Reporting Pack for MS CRM A press release was issued announcing several new reporting packs for Reporting Services. Included in them is one for MS CRM v1.2. Press Release: http://biz.yahoo.com/prnews/040929/sfw052_1.html Download location: http://www.microsoft.com/sql/reporting/downloads/default.asp Matt Parks MVP - Microsoft CRM Tag: Products and Units Tag: 26461
  - 8
    - Failed to download XSL template files from Web Helo, my name is Marcos Weber, and i modified some forms of CRM version 1.2 (portuguese BR version) and when trying to publish these forms using the appropriate tool occurs the following error after selecting forms and the Server to publish. ***Error*** Failed to download XSL template files from Web Server Which the problem? Debtor for the aid. Tag: Products and Units Tag: 26458
  - 9
    - Outlook CRM Plug-in and service manager I am not sure how to do this, but I would assume it can be accomplished...I would like for the user installs of MSCRM Outlook plug-in for the SQL Service Manager to default to the SQL server upon logging onto that machine. Right now the the service manager waits for user intervention for what SQL server to connect to. Anyone know of how to "save" this connection for each user? Tag: Products and Units Tag: 26456
  - 10
    - Stolen Machine Our office was burglarized last night, and one tower was stolen. It had Office 2003 and Windows XP on it, which we purchased. If we were to get another machine, would there be a way to use the license we purchased from MS on the new machine. I have the Office Product Code and CD, but the label for XP Pro was on the tower. I have the CDs. Is there anyway Microsoft helps us out on this? Thanks. Brian Tag: Products and Units Tag: 26453
  - 11
    - Creating Invoices from Cases I can't seem to figure out how we can create an invoice for the time spent on each case without having a contract. I would like to bill on a per case basis. Can this work? Please help. Tag: Products and Units Tag: 26452
  - 12
    - Viewing group calendars in CRM I was wondering if it is possible to view other employees' activities and appointments in MS CRM? I know this feature is available in Outlook 2002 and higher through group schedules but I have a client running Outlook 2000 wanting this cabability. Tag: Products and Units Tag: 26443
  - 13
    - CRM Server components for Outlook I am able to use IE for CRM. I would now like to install CRM for Outlook. During the installation, I am asked for the CRM server, I type in the server but the program says it can not find the CRM server components. Any suggestions? Tag: Products and Units Tag: 26442
  - 14
    - Import/publish customizations programmatically (for picklist updating, e.g.)? While you can query picklist values with CRMCustomization's RetrievePicklist method, there is no corresponding "setter" method or any other supported way to update those values programmatically. Mainly, I think, this is because picklists are contained in form XSL and thus must be published before taking effect. I can deal with that. I'm still seeking a programmatic solution, unsupported though it may be. The idea actually applies more generally than to just picklists: programmatically publishing customizations. But my immediate need is to periodically -- and automatically -- update picklists in CRM from sources maintained externally. During configuration for our customers we often apply the technique of manually editing (very carefully!) the customizations XML and then importing/publishing that, especially for long picklists and/or those that appear in multiple forms (e.g., state and country picklists to replace the standard text fields). My complete programmatic solution would incorporate this: 1) export customizations, 2) modify the customizations XML, then 3) import/publish those customizations. Obviously, step 3 is the major hurdle. Anyone with an angle on this? Thanks, Chris Rogers Customer Effective, Inc. Tag: Products and Units Tag: 26441
  - 15
    - changing SQL database location Hello newsgroup! Does anybody know if and how it's possible to change the database location of an existing CRM installation? I couldn't find any suitable information regarding this topic. We've made an export of the 4 existing CRM databases, imported them into a new SQL server on different hardware, configured all permissions that we could figure out and changed the SQL server name within the CRM configuration. When starting CRM web console, all available items can be seen and read, but neither a change of an existing entry nor a new entry of whatever kind is possible. A message pops up "Error. Please contact your system administrator". Nothing more that would tell where to look for the problem. Does anybody know what needs to be done to get it running? Is it possible anyway? The old SQL can still be used if the SQL server name is changed in CRM. Thanks for any idea and advice. Ingrid Tag: Products and Units Tag: 26440
  - 16
    - Workflow Enhancement Hi, Is there any add-on for MSCRM that enhances the workflow? Thanks, Alan Tag: Products and Units Tag: 26439
  - 17
    - Root Toolbar Is it possible to add a toolbar to the root. What I want is to have a few buttons available globally. I know how to add toolbar to account and other entities, but can we do it to the root? Thanks for your help. Sincerely, Eli Tag: Products and Units Tag: 26438
  - 18
    - CRM Service modue for internal heldpesk use is useless??? Hi, I went through the newsgroup looking for an answer to my question. We find it very strange, if not amazing, that whenever you want to use the Service module of MSCRM for internal helpdesk purposes it does not work. The queue which will have to set up will only be fed with emails from outside, the router does not pick up internal email. In other words, colleagues(non crm users) can not send email to a queue. In my assumption that would imply that you can only use CRM for support issues with external contacts. Any ideas if there is a way to do this? Without having to set up a child domain? Thanks, Michael Tag: Products and Units Tag: 26436
  - 19
    - Reset CRM Hi, How can I reset CRM database? I create contacts, acounts, invoices, etc., and i want delete all. Tnhank's, RS Tag: Products and Units Tag: 26435
  - 20
    - Email router problem Have installed email router on Exchange 2000 server to the default web site on that server - installation was successfull. Now when we try to send an email from a licenced user on crm we get the error message (from IE): Unexpected error on send email. CRM is installed on a Win 2003 Std server. Have checked the registry setting which is pointing correctly to the location of the crm connector and also checked the SRFmapping which seems to be ok. Any responses will be very helpful as this is urgent. Tag: Products and Units Tag: 26434
  - 21
    - Adding to the Case Resoultion Dropdown Hi All, Could someone point me in the correct direction on how to add additional items to "Resolution Type" dropdown list. Thanks in advance, Guy Austrian Tag: Products and Units Tag: 26433
  - 22
    - CRM messaging service One of our licensed crm users got a msg on his pc saying that CRM licensing does not comply with.... I was wondering does CRM have a messaging service and if so How can I view those msgs. Tag: Products and Units Tag: 26432
  - 23
    - Multi-select Listbox I want to have a list of products that a Lead is currently using. They can be using multiple products so it has be multi-select. A listbox would be simplest. How can I add this to the form? -- Development Consultant Asyst International - South Africa Tag: Products and Units Tag: 26431
  - 24
    - Additional Instance of CRM server Hi MS CRM gurus! Can I install an additional instance of CRM server, for the sake of load balancing and faulttolerance by simply choosing "Use Existing Databases" during its installation. Are there know issues, related to this particular scenario & what will be the impact of this installation on the Web site of this newly installed server. Any kind of help will be highly appreciated Tag: Products and Units Tag: 26428
  - 25
    - Topic- Implementation Methodology covered in CRM Exam! Hi Next week I am apearing for Exam "CRM Instalation & confirguration". I am in doubt that cheptor "Implementation Methodology" is covered in Exam? I can not found above topic it in following course note! https://mbs.microsoft.com/partnersource/communities/trainin g/Certifications/exampreparation/MBS_CRM_Install_prep.htm#T opics Your answer will help me to Read above Topic for Exam point of View or note? Best regards Kesh Patel Tag: Products and Units Tag: 26426

Hello!

I want to add an Product ( this Product has an standard unit) to an
quotation.
I open add product --> select the product --> then have to select an
unit!?!?!

Why? I have allready selected a standard unit for the product !
Is there a way so that he tooks the standard unit as default value
for the unit-field!!

Thanks
Ternek Christian

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