Programmatically sales process crm 3.0

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- Previous
  - 1
    - Mail merge problem 1 week ago after Microsoft updates, there was a problem with Cyrillic data after I tried to make mail merge. The selected contacts appears in mail merge with strange symbols. Is there anyone who knows how I can resolve that. I will appreciate the help. Tag: Programmatically sales process crm 3.0 Tag: 99036
  - 2
    - Missing line feeds when printing entity CRM 4.0 Now that we upgraded to 4.0, we found that when one print e.g service appontment report, it takes line feeds (carriage returns) off. It makes readability harder and voids ability to format the report. Is this a bug and is there something we could do to get line feeds back? Tag: Programmatically sales process crm 3.0 Tag: 99034
  - 3
    - CRM 4.0 displaying duplicate records Using DMM I imported 18,000 contact records from a csv file. In CRM when displaying contacts, each contact shows 3 times. However, a sql select does not show any dupes. Why is this happening? Tag: Programmatically sales process crm 3.0 Tag: 99030
  - 4
    - Restore Crm3 data Hello, I have small company with 7 employees. Before 2 weeks I have SBS 2003 premium system with Microsoft Dynamic CRM 3 small business edition. My server has stolen and I have SQL backups only. Now I have 2 virtual machines, first with SBS 2003 standard edition and second ready for Microsoft dynamic CRM 4 installation with Microsoft 2003 server R2 and SQL 2005 SP2. Is there way to restore all my data from CRM 3 to new CRM 4 server without active directory and others stuff backups? Tag: Programmatically sales process crm 3.0 Tag: 99029
  - 5
    - Remote Access Dear Fouad, If we have a situation where 4 people are accessing CRM through LAN but 5 are required to access it remotely, would using citrix resolve the matter? Tag: Programmatically sales process crm 3.0 Tag: 99027
  - 6
    - Reopen service activity? Hello, Our technicians use service activities to schedule/log work. On occasions errors are made, with timings or other content. How can a closed activity reopened so we can amend the incorrect data? Many thanks, Marcus Robinson Tag: Programmatically sales process crm 3.0 Tag: 99025
  - 7
    - crm 3.0 add user from AD error: 0x80041D2C from where start search problem fix? fool error msg: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Exception from HRESULT: 0x80041D2C. 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: 0x80041D2C. 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 (0x80041d2c): Exception from HRESULT: 0x80041D2C.] Microsoft.Crm.Platform.ComProxy.CBizUserClass.Create(CUserAuth& Caller, String User) +0 Microsoft.Crm.Application.Platform.SystemUser.InternalCreate(String xml) +26 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +407 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 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.BusinessManagement.SystemUserDetailPage.ConfigureForm() +223 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Programmatically sales process crm 3.0 Tag: 99020
  - 8
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  - 9
    - Suunto Ss012199310 S-lander Mens Watch - Replica Watch Fake Suunto Ss012199310 S-lander Mens Watch - Replica Watch Fake Suunto Ss012199310 S-lander Mens Watch Link : http://www.watchesprice.net/Replica-Suunto-14576.html Replica Watches Home : http://www.watchesprice.net/ Replica Suunto Brands : http://www.watchesprice.net/Suunto-Replica.html Replica Suunto Ss012199310 S-lander Mens Watch --- one of best selling replica watches, it is crafted in high quality, please click image 'buy now' to buy this chic but inexpensive replica to save you a lot of money . Suunto Ss012199310 S-lander Mens Watch Description: Altimeter: Altitude Vertical Speed Altitude Alarm Logbook Vertical Difference Measurement Automatic 24h Altitude Memory Temperature Compensation Logbook Capacity 8 kB Recording Intervals: 20s; 1min; 10min and 60min; with respective times 16;5h; 50h; 20 days and 125 days Barometer: Sea Level Pressure Absolute Pressure Pressure Difference Pressure Trend Indicator 4- Day Barometric Memory Temperature Watch: Calendar 3 Alarms Dual Time Chronograph with unlimited split/lap times Display: Electro-luminescent backlight Material: Aluminum casing and a water-resistant fabric band Water resistant to 30 m (100 ft) Temperature Range: -20°C - +60°C/-5°F - +140°F Suunto Ss012199310 S-lander Mens Watch Details: Watches-Price Sales Rank: #55818 in Watches Brand: Suunto Thank you for choosing www.watchesprice.net as your reliable dealer of quality waches including Suunto Ss012199310 S-lander Mens Watch . we guarantee every watch you receive will be exact watch you ordered. Each watch sold enjoy one year Warranty for free repair. Every order from aaa-replica-watches is shipped via EMS, the customer is responsible for the shipping fee on the first order, but since the second watch you buy from our site, the shipping cost is free. Please note that If the total amount of payment is over $600(USD), the customer is required to contact our customer service before sending the money in case failed payment. If you have any other questions please check our other pages or feel free to email us by service@watchesprice.net. Cheapest Suunto Ss012199310 S-lander Mens Watch The Same Suunto Series : Suunto Ss012201310 X6m Mens Watch : http://www.watchesprice.net/Replica-Suunto-14577.html Suunto Ss012279110 Vector Mens Watch : http://www.watchesprice.net/Replica-Suunto-14578.html Suunto Ss013428010 T1 Coded Black Panda Mens Watch : http://www.watchesprice.net/Replica-Suunto-14579.html Suunto Ss013245110 X6 Mens Watch : http://www.watchesprice.net/Replica-Suunto-14580.html Suunto T3 and GPS POD Multisport Combo Pack : http://www.watchesprice.net/Replica-Suunto-14581.html Suunto T1 and Foot POD Running Combo Pack : http://www.watchesprice.net/Replica-Suunto-14582.html Suunto T6 Wrist-Top Computer and Foot/Bike Pod Duathlon Combo Pack : http://www.watchesprice.net/Replica-Suunto-14583.html Suunto Vector Wrist-Top Computer Watch with Altimeter, Barometer, Compass, and Thermometer : http://www.watchesprice.net/Replica-Suunto-14584.html Tag: Programmatically sales process crm 3.0 Tag: 99018
  - 10
    - Accutron Women's Marsella Diamond Chronograph Watch #26R38 - Replica Accutron Women's Marsella Diamond Chronograph Watch #26R38 - Replica Watch Fake Accutron Women's Marsella Diamond Chronograph Watch #26R38 Link : http://www.watchesprice.net/Replica-Accutron-92.html Replica Watches Home : http://www.watchesprice.net/ Replica Accutron Brands : http://www.watchesprice.net/Accutron-Replica.html Replica Accutron Women's Marsella Diamond Chronograph Watch #26R38 --- one of best selling replica watches, it is crafted in high quality, please click image 'buy now' to buy this chic but inexpensive replica to save you a lot of money . Accutron Women's Marsella Diamond Chronograph Watch 26R38 Description: Designed in America and handcrafted in Switzerland, each Accutron combines exceptional styling with the most advanced timekeeping technology. In the world of luxury watches, Accutron stands alone by offering: - The finest Swiss quartz movements available. - Solid stainless steel construction. - Solid-link, stainless steel bracelets and top-quality leather straps, many with hidden deployment clasps to provide a seamless look on the wrist. - 23-karat gold finishes applied with the most advanced plating technology. - Superior scratch- resistant sapphire crystals. - Water resistance from 30 meters (100 feet) to 200 meters (660 feet). For hundreds of years, precision timekeeping was strictly mechanical. Then Bulova transformed the course of time forever with the world's first fully electronic watch . . . Accutron. A vital component of the U.S. space program from the 1958 launch of Vanguard I through the first moonwalk in 1969, Accutron revolutionized the watchmaking industry by bringing its state- of-the-art timing mechanism directly to consumers. Today, building on this extraordinary legacy, Accutron remains at the forefront of watchmaking technology, combining the most advanced Swiss quartz movements with the finest of contemporary styling. SORRY BUT GIFT WRAPPING AND GIFT MESSAGING IS NOT AVAILABLE FOR THIS ITEM Accutron Women's Marsella Diamond Chronograph Watch 26R38 Details: Watches-Price Sales Rank: #22677 in Watches Brand: Accutron Model: 26R38 Dimensions: .39" h x .79" w x .79" l, .21 pounds Band material: stainless-steel Bezel material: stainless-steel Case material: stainless-steel Clasp type: push-button-clasp Dial color: white Dial window material: sapphire Movement type: swiss-quartz Water-resistant to 100 feet Features 53 Diamond Dial and a 60 Diamonds Set Case Curved Sapphire Crystal Bracelet Pattern is Repeated in Crowns and Pushers and Watch is Water Resistant up to 30 Meters Not a Refurb or Return or Black Market Watch All Original Boxes, Paperwork and Warranty Included Thank you for choosing www.watchesprice.net as your reliable dealer of quality waches including Accutron Women's Marsella Diamond Chronograph Watch #26R38 . we guarantee every watch you receive will be exact watch you ordered. Each watch sold enjoy one year Warranty for free repair. Every order from aaa-replica-watches is shipped via EMS, the customer is responsible for the shipping fee on the first order, but since the second watch you buy from our site, the shipping cost is free. Please note that If the total amount of payment is over $600(USD), the customer is required to contact our customer service before sending the money in case failed payment. If you have any other questions please check our other pages or feel free to email us by service@watchesprice.net. Cheapest Accutron Women's Marsella Diamond Chronograph Watch #26R38 The Same Accutron Series : Accutron Women's Marsella Diamond Bracelet Watch #26P10 : http://www.watchesprice.net/Replica-Accutron-93.html Accutron Men's Mirador Ceramic Watch, Model - 28B87 : http://www.watchesprice.net/Replica-Accutron-94.html Accutron Men's Oxford Chronograph Leather Watch #26B72 : http://www.watchesprice.net/Replica-Accutron-95.html Accutron Men's Oxford Dress Watch, Model - 27B63 : http://www.watchesprice.net/Replica-Accutron-96.html Accutron Men's Oxford Silvertone Bracelet Watch #26B31 : http://www.watchesprice.net/Replica-Accutron-97.html Accutron 26b083 Oxford Mens Watch : http://www.watchesprice.net/Replica-Accutron-98.html Accutron Oxford Men's Watch # 26B082 : http://www.watchesprice.net/Replica-Accutron-99.html Accutron Watches Accutron Oxford Chronograph Men's Watch : http://www.watchesprice.net/Replica-Accutron-100.html Accutron Watches Accutron Oxford Chronograph Men's Watch : http://www.watchesprice.net/Replica-Accutron-101.html Accutron Women's Torino Diamond Mother of Pearl Watch #28R09 : http://www.watchesprice.net/Replica-Accutron-102.html Accutron Women's Torino Two-Tone Bracelet Watch #28M05 : http://www.watchesprice.net/Replica-Accutron-103.html Accutron Women's Vera Cruz Watch #28B54 : http://www.watchesprice.net/Replica-Accutron-104.html Tag: Programmatically sales process crm 3.0 Tag: 99017
  - 11
    - Unable to add item to picklist I am trying to add an item to a pick list for paymenttermscode on the quotation entity (I want to add a 7 Days term) however, whilst I can add the value successfully, if I set a quote to use that value for the terms, I get an error the very next time I attempt to open the quote. The event log is paster below, it appears as though the value doesn't exist in the pick list when the form is being opened, but I don't understand why this is i the case. Can anyone point out to me what I am doing wrong (I am relatively new to CRM) Event code: 3005 Event message: An unhandled exception has occurred. Event time: 4/20/2008 1:26:53 AM Event time (UTC): 4/19/2008 3:26:53 PM Event ID: ca1e617e4c8e4eb38c164576b0d2a6f0 Event sequence: 589 Event occurrence: 6 Event detail code: 0 Application information: Application domain: /LM/W3SVC/2/ROOT-1-128530809533761030 Trust level: Full Application Virtual Path: / Application Path: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\ Machine name: <<REMOVED>> Process information: Process ID: 6796 Process name: w3wp.exe Account name: NT AUTHORITY\NETWORK SERVICE Exception information: Exception type: NullReferenceException Exception message: Object reference not set to an instance of an object. Request information: Request URL: <<removed>> Request path: /ITX/sfa/quotes/edit.aspx User host address: 10.22.11.73 User: <<removed>> Is authenticated: True Authentication Type: Negotiate Thread account name: NT AUTHORITY\NETWORK SERVICE Thread information: Thread ID: 4 Thread account name: NT AUTHORITY\NETWORK SERVICE Is impersonating: False Stack trace: at Microsoft.Crm.Application.Components.Sdk.FormControls.Web.PicklistControl.PopulateOptions() at Microsoft.Crm.Application.ControlActivator.CreateControl(ControlDescriptor controlDescriptor, String clientId) at Microsoft.Crm.Application.Forms.CrudForm.BuildFormModel(FormDescriptor formDescriptor) at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formType) at Microsoft.Crm.Web.SFA.QuoteDetailPage.ConfigureForm() at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) Custom event details: Tag: Programmatically sales process crm 3.0 Tag: 99015
  - 12
    - strange slow performance Hi all, We have a new crm 3.0 deployment. Everything is fine, except the case (incident) form. It is vey slow while opening, and also when clicked to save&close button. It takes approximately 15-25 seconds. Every other entity work perfectly. This problem occurs both on server and all clients. So, can anyone suggest me smtg about this problem? thanks Tag: Programmatically sales process crm 3.0 Tag: 99014
  - 13
    - Activity Count in Wait Condition in Workflow for 4.0 Hello, I have a requirement to assign a case to a manager whenever all the dependent activities are closed. I tried creating a workflow with a wait condition on "Workflow-Activity Count Including Workflow == 0" with the following assumptions: - the value "Activity Count Including Workflow" will contain the number of *open* activities, and it will decrease whenever activities are closed. - The wait condition will exit when this number reaches zero. I have had no success with any of these assumptions. The workflow gets stuck in the wait condition, and it never exits, even if I *delete* the activities rather than closing them. Has anyone had success with this "Activity Count Including Workflow" counter at all? And if not, how can I implement my requirement? Thank you in advance Tag: Programmatically sales process crm 3.0 Tag: 99011
  - 14
    - add lookup to the appointment form Want to confirm what I have been told is true - our consultant hasn't proven to be top-notch. I want to add a field to the appointment form that is a lookup to a custom 'mtglocs' entity. Reading is telling me that I cannot add a lookup to a system entity - only a custom entity. I do not see the buttons to create relationships in the relationships section in the appointment entity, and 'appointment' is not a choice when i try creating the relationship in the custom 'mtglocs' entity. Our consultant told me the same. Can anyone confirm? Many thanks. Tag: Programmatically sales process crm 3.0 Tag: 99009
  - 15
    - reporting on drop-down values We created drop-downs and wish to add the values to a report, but of course the extentionbase tables only show the numbers. Is there a specific table where all the actual text values are stored? Tag: Programmatically sales process crm 3.0 Tag: 99008
  - 16
    - CRM 4.0: Deleting system views In CRM 4.0 I cannot find a way to hide or delete system views (Accounts: No Orders in Last 6 Months). In CRM 3.0, you could work around this by sharing with a "dummy" user, which would hide it from the rest of the users. I cannot find such a work-around in 4.0; has anyone else? Tag: Programmatically sales process crm 3.0 Tag: 98999
  - 17
    - Problem with including CRM attributes in E-mail template hyperlinks When an email template is created, there is no way of linking the attribute value and having that entire URL exist: 1) If you type out the beginning URL (ie: http://domain/org/leadid=) and insert the attribute value {!Lead:Lead ID;}, the beginning URL is highlighted, but not the attribute value. 2) If you type out the beginning URL with an extra 'x' (http://domain/ org/leadid=x), insert {!Lead:Lead ID;} between / and x, and use the delete key to remove x: the whole URL is highlighted, but when the email is sent, the incorrect hyperlink is being used. (Displays as http://domain/org/leadid=419 but goes to http://domain/org/leadid=x) 3) If you type out the beginning URL with an extra 'x' (http://domain/ org/leadid=x), insert {!Lead:Lead ID;} between / and x, and use the backspace key to remove x: none of the URL is highlighted. 4) If you use an <a href="http://domain/org/leadid={!Lead:Lead ID;}">Lead ID</a>, none of the HTML is really used. Has anyone found a workaround for this condition? Tag: Programmatically sales process crm 3.0 Tag: 98998
  - 18
    - Cannot promote emails with certain images What are the restrictions of CRM version 4 in regards to promoting emails that may contain embedded images such as company logos. I had a user try to complete a set regarding on an email to an opportunity. She recieved an error "Error attempting to promte item to CRM." No attachments, but there was an image that Outlook refused to download, so in the images place it said something like 300 dpi and the usual red X when an image will not download. I opened the email message, right clicked, choose "edit message", deleted the image placeholder, saved, and then the message promoted without any issues. Just curious what CRM doesnt like when it comes to images in emails? Tag: Programmatically sales process crm 3.0 Tag: 98996
  - 19
    - CRM 4.0: Regarding Fields In Views I've added the Company field in my Phone Call view from the Regarding (Lead) but the column is empty when displaying the view. I've also added City and State from the Regarding (Lead) and they are empty as well. The original lead contains data for all three of these fields. Is there a bug that is not allowing these columns to be displayed?? Tag: Programmatically sales process crm 3.0 Tag: 98993
  - 20
    - Problems since upgrade to 4.0 I fear problems are afoot. CRM 4.0 has seemed to be working fine since upgrade but i've noticed a few problems creeping in since i've returned to developing/customizing it. Has anyone else experienced these?... Custom reports written in Visual Studio 2003 don't seem to be able to take advantage of the <"Fieldname"Name> functionality - i.e. When using filtered views to pull up a picklist field which has a datavalue (i.e. 1) and a datavaluename (i.e. "Yes"), the datavaluename just comes through as blank, whereas all other field values (i.e. from text fields) from the same table are coming thru fine (this problem occurs both in the Visual Studio preview and when viewing the report proper in CRM). No error messages, just blanks. When viewing the data in the filtered view directly in the SQL database (in SQL Server Management Studio) the values (i.e. "Yes") in the datavaluename fields are there! They're just not coming thru in the report queries! Incidentally I don't know whether this is down to the 4.0 upgrade or not because I have never used this functionality before. Secondly (and this may or may not be related, but it IS associated with the move to 4.0), I can no longer create new custom entities! When opening the new entity window, filling in the name and plural name etc., hit the button, it thinks for a second and comes back with an "Invalid Argument" popup. I blame myself slightly for this, as I inadvisedly decided one day to remove all of the security roles that were not in use... That's something I wish I hadn't done! I realise this is quite a lot in one message, but i'd really appreciate any constructive comments on any of these points. Thanks, Martin. Tag: Programmatically sales process crm 3.0 Tag: 98991
  - 21
    - Address relationship with custom entity Hi We have created a custom entity and we would like to create a similar relationship that accounts have with addresses. We would basically want to enter multiple addresses for the custom entity. I have noticed that this not possible simply by creating a new relationship. You actually cannot create a new relationship with the address entity. I was wondering if anyone has attempted this before. I guess we could create a new address entity which would enable us to enter multiple address for the custom entity. I would prefer not to do this though. Any suggestions? Thanks alot Mark Tag: Programmatically sales process crm 3.0 Tag: 98990
  - 22
    - Address relationship with custom entity Hi We have created a custom entity and we would like to create a similar relationship that accounts have with addresses. We would basically want to enter multiple addresses for the custom entity. I have noticed that this not possible simply by creating a new relationship. You actually cannot create a new relationship with the address entity. I was wondering if anyone has attempted this before. I guess we could create a new address entity which would enable us to enter multiple address for the custom entity. I would prefer not to do this though. Any suggestions? Thanks alot Mark Tag: Programmatically sales process crm 3.0 Tag: 98989
  - 23
    - Error adding and deleting entities and attributes I had upgraded my CRM 3 to version 4. After the upgrade we are unable to add or delete entities and attributes. I have turned on developer errors, but everytime we only receive a generic "an error has occured" message. So I then wiped the box clean from the OS up and then installed a clean version of CRM 4. I then imported the custom entities that were developed on CRM 3 and upgraded to CRM 4 previously. Everything was working fine until recently, but now we are having the same problem again. Has anyone had this problem before and what was done to resolve it? Tag: Programmatically sales process crm 3.0 Tag: 98988
  - 24
    - CRM 3.0 to CRM 4.0 upgrade on live system Any pointers or links to key reading on an upgrade from 3 to 4 on our live system? We have C360 WordMailMerge so will e-mail them to see if there are any issue there. Running on SBS 2003 Thanks Also any good pointers to the Next CRM book I should get to cover CRM 4.0. I'm, new ish to CRM but quite deep into customisation and workflow design so not green. Tag: Programmatically sales process crm 3.0 Tag: 98987
  - 25
    - Unable to obtain DNS hostname of Active Directory domain controlle Hi , I am trying to use deployment Manager to upgrade trial license but whenever i am running Deployment Manager i get error Unable to obtain DNS hostname of Active Directory domain controller, I am using Full Domain Admin right for CRM Admin user, i done repair install without any issue but still having the same error, CRM server and SQL databases are install on the same server. There is no firewall installed. The server details are the following, Server = 2003 R2 SQL 2005 with SP2 CRM Server 4 Thanks Shakil Error on Deployment Manager. Server stack trace: at System.DirectoryServices.ActiveDirectory.Utils.GetReplicaList(DirectoryContext context, String partitionName, String siteName, Boolean isDefaultNC, Boolean isADAM, Boolean isGC) at System.DirectoryServices.ActiveDirectory.DomainController.FindAllInternal(DirectoryContext context, String domainName, Boolean isDnsDomainName, String siteName) at System.DirectoryServices.ActiveDirectory.Domain.get_DomainControllers() at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.GetCaseSafeName(String domain, String accountName) at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.GetCaseSafeName(String name) at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SystemUserService.GetIdFromName(String userName) at Microsoft.Crm.Admin.AdminService.ConfigDBSecurity.SecurityRoleService.TryVerifyUser(String userName, SecurityRole role) at Microsoft.Crm.Tools.Admin.DMSnapInController.IsCurrentUserASystemUser() at Microsoft.Crm.Tools.Admin.DMSnapInHelper.DisplayMessageBoxIfCurrentUserIsNotSystemUser(Console console) at Microsoft.Crm.Tools.Admin.DMSnapIn.OnInitialize() at Microsoft.ManagementConsole.SnapInBase.PostInitialize() at Microsoft.ManagementConsole.SnapInBase.Initialized() at Microsoft.ManagementConsole.Internal.SnapInClient.Microsoft.ManagementConsole.Internal.ISnapInClient.Initialize(ISnapInPlatform snapInPlatform) at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[] args, Object server, Int32 methodPtr, Boolean fExecuteInContext, Object[]& outArgs) at System.Runtime.Remoting.Messaging.StackBuilderSink.PrivateProcessMessage(RuntimeMethodHandle md, Object[] args, Object server, Int32 methodPtr, Boolean fExecuteInContext, Object[]& outArgs) at System.Runtime.Remoting.Messaging.StackBuilderSink.SyncProcessMessage(IMessage msg, Int32 methodPtr, Boolean fExecuteInContext) Exception rethrown at [0]: at Microsoft.ManagementConsole.Executive.SnapInInitializationOperation.OnStart() at Microsoft.ManagementConsole.Executive.RunningOperationsTable.EnqueueOperation(Operation operation) at Microsoft.ManagementConsole.Executive.StandAloneComponentData..ctor(SnapInRegistrationInfo info, Int32 bookkeepingId) at Microsoft.ManagementConsole.Advanced.FrameworkSnapInFactory.Microsoft.ManagementConsole.Advanced.ISnapInFactory.CreateSnapIn(Int32 bookkeepingId, String snapInKey, Object& snapIn) Tag: Programmatically sales process crm 3.0 Tag: 98981
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    - CRM 3.0 Saless process hi will it work to run more than one subprocess in work flow stage i have to run subprocess in sales stage because direct condition are not taking in the stage so i am using subprocess please help me out Tag: Programmatically sales process crm 3.0 Tag: 98979
  - 2
    - Authentication error Hi, Can some one tell me how the CRM Webclient sends e-mail using the Exchange server ? What is the protocol used ? I have the authentication error, and this only happens when sending mail from the CRM Web client ? TC. Jessi Tag: Programmatically sales process crm 3.0 Tag: 98978
  - 3
    - Addresses Can anyone explain how the additional addresses on the Account and Contact forms interact with the Address1 and Address2 on the main form? Coming from a GP mentality, I would expect the 'main' address to be easily switched from the other addresses. What role do the additional addresses play with CRM (specifically 4.0), and, if it is as limited as it looks, has anyone done anything to extend the capabilities? Thanks! Tag: Programmatically sales process crm 3.0 Tag: 98971
  - 4
    - DMM - Migrating EMail with attachment Hi, Can we be able to migrate the mails with attachement to CRM 4.0 using DMM ? Any limitations on the size of the attachement ? If not with DMM , do we have any other custom tool created ? Faizal Khan SM Tag: Programmatically sales process crm 3.0 Tag: 98969
  - 5
    - CRM 4.0 Attachment Time stamp Hi, We have found that at a Client site and also on the Microsoft CRM 4.0 VPC from Microsoft that when you add an attachment it puts the time in as GMT rather than the local system time of the user. Any ideas on how to resolve this? Thanks Tag: Programmatically sales process crm 3.0 Tag: 98968
  - 6
    - Pls help!! Blackberry and CRM? Hi There, I have a question regarding Blackberry and CRM. My users just want to see their schedule in Blackberry and the contact list. Currently their outlook syncs fine with Blackberry. Now if my outlook is set to sync with CRM > and then when I sync my Blackberry with Outlook > are my crm appointments and CRM contact going to show in Blackberry too ? This way I may not need any other Blackberry addons. Tag: Programmatically sales process crm 3.0 Tag: 98967
  - 7
    - Easy Question: Outlook Calendar in relations to Workplace Calendar Should my outlook calendar be duplicated into my Workplace Calendar? Otherwise, should CRM be reading my users Outlook calendars on the system? Richard Tag: Programmatically sales process crm 3.0 Tag: 98959
  - 8
    - CRMWorkFlowService.exe (CRM 3.0) Hi all, I've noticed that CRMWorkFlowService.exe never closes it's DB connections, so after a few weeks, I can have up to 1909 db connections to the SQL server (easily seen both on the DB server and with TCPView from Syinternals). If I restart IIS and all the CRM services (including CRMWorkFlowService.exe), then the CRMWorkFlowService.Exe no longer connects to the DB, which results in forms such as ACCOUNT to take several minutes to load... A reboot of both the IIS and the SQL server seems to be the only solution, but that is not really a good solution (and from my IT manager's point of view, unacceptable). Has anyone else encountered this situation, and possibly found a solution (other than rebooting)? -- Cheers and thanks, Martin MCAD .net Tag: Programmatically sales process crm 3.0 Tag: 98957
  - 9
    - Error Installing SQL jobs during installation of CRM 4.0 trail ver While trying to install SQL jobs during installation of CRM 4.0 trail version i get an error message. Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. Invalid user name.Failed to validate username for given domain.only existing domain usernames and email addresses are allowed Invalid user name.Failed to validate username for given domain.only existing domain usernames and email addresses are allowed can anyone help me solve out this issue ? Tag: Programmatically sales process crm 3.0 Tag: 98953
  - 10
    - Organisational Charts I am currently trying to locate an MS CRM partner organisation which has an organisational/relationship chart product. So far I have viewed the products on offer from Salescentric and c360, but wondered if there were any others in the market. -- Thanks Nathan Tag: Programmatically sales process crm 3.0 Tag: 98948
  - 11
    - Help needed - all business units had been disabled Hello all! By mistake, a member of our admin team somehow disabled all business units in our CRM organization. I cannot enable any of the units (nor create a new one) because no users belonging to active units exist - as there's no more active units. Therefore, I can't log to CRM. What to do? Thank you i advance, Hrvoje Tag: Programmatically sales process crm 3.0 Tag: 98947
  - 12
    - Campaign Response customization Dear All, I want to add a field for designation in the campaign response and map it to the lead, when converted. Any help? Tag: Programmatically sales process crm 3.0 Tag: 98941
  - 13
    - Mail Merge Quote displays nothing but 1 line item Hi there, I was wondering if anyone might have an idea as to why would all contents in if statements ,e.g. {IF{MERGESEQ} ="1" "}, on a mail merge does not show and anything thats not within the if statements is displayed when the mail merge is run? I eventually removed any if statement on the word mail merge and the quote format looked fine except that if the quote has multiple line items then multiple pages are diplayed. I am aware that if I use { MERGEFDIELD "LastItem" = 1} then all line items are suppose t obe displaying on one page. Any ideas would be highly appreciated. Tag: Programmatically sales process crm 3.0 Tag: 98939
  - 14
    - int type, auto increment, IME Hi all, what type do you use for attribute which is only a counter of the record. I don't want to use int since it adds a comma, which is not desirable sometimes. Can I define an auto increment fields that when the user creates a new record, the database will have the counter of the record incremented. How do I use the IME option properly? Thanks a lot Tag: Programmatically sales process crm 3.0 Tag: 98936
  - 15
    - CRM 4.0 declaration, announcement Hi all, In Settings->Management: there is something that If I translete it to english it is called: declaration or announcement. I don't find anything in the HELP (not english). If any of you use this feature, please describe the purpose and usage. 10x Tag: Programmatically sales process crm 3.0 Tag: 98932
  - 16
    - Sending an SMS text message to a phone in CRM 4.0 via workflow In CRM 3.0, we had a workflow that would send an SMS to a phone upon creation of a Case. Somehow, this is no longer working in CRM 4.0; the workflow fires succesfully with nor errors, but the (short) message is never received. Possibly because of the non ASCII format of the message CRM 4.0 sends out...? (To send an SMS, we just create a duplicate user record with the SMS/Phone address in the e-mail field). Tag: Programmatically sales process crm 3.0 Tag: 98930
  - 17
    - CRM 3.0 doesn't send mail to customers Hi All I've Installed CRM 3.0 on a domain, and a second Exchange Server 2003 to handle the users' mailboxes. The Exchange Router was installed, and the rules were deployed. I use the Web Client, and created a new customer (the DB is empty), and assigned an email address. But when I send a mail to that customer, the customer doesn't receipt the mail, but the customer's history shows as completed those mails. The second Exchange Server relays all mails to the first Exchange on the organisation. Any idea to put to work the mail? Thanks -- Luis Quiroz Tag: Programmatically sales process crm 3.0 Tag: 98922
  - 18
    - CRM 3.0 Workflow or other to collect actual hours I need to find away of collecting all the actual hours spent for service appointments completed and store the total in a field in my opportunity. I thought a manual workflow would work and I could select all the service appointments listed for that opportunity and run it but I can't see a way to access the parent opportunity from the workflow. Ideas welcome please. Tag: Programmatically sales process crm 3.0 Tag: 98911
  - 19
    - Sending case acknowledgement to Responsible Contact I am setting up a workflow to automatically send a confirmation email when a case is created. I am able to send an email to the Responsible Contact recorded on the cases, but need to edit the email template so that it is addressed to the first name of the Responsible Contact. At the moment I'm only able to use the first name of the primary contact for that account which obviously isn't suitable. Any help would be appreciated. Tag: Programmatically sales process crm 3.0 Tag: 98910
  - 20
    - Email retention policy relative to CRM e-mails tracked from Outloo Toss up question for the blue team. When one hits "Track in CRM" on an e-mail from outlook we all know that it CREATES an e-mail in the CRM system. The date that the e-mail is created in CRM is placed in the field CreatonDate. When we look at the related record it shows up in order based on the Created Date. The rub is this. What do we do when we have a user who is just coming on board with CRM and they have e-mail history they want to link that goes back years. There does not seem to be any linking relative to the received date. Which is actually much more relevant than create on date, especially if we are trying to recreate a communication trail that goes back several years. According to the CRM data it would seem as if all the e-mail came over today, and not when we actually received them. I have done several migrations from GoldMine to CRM and I have used the Actualend in the ActivityPointer. But Outlook does not map there. So has anyone ever tackeled this issue or have any suggestions. Some of our clients have data retention policies where they can not keep electronic for longer than 3 years. So this is a real issue for anyone migrating e-mail history into CRM in the Law or Accounting business in the USA. -- --------------------------- Pierre Hulsebus - CRM Consultant http://www.ehtc.com/ehtc/infuse.htm Certified Integration Between Microsoft CRM to Microsoft Solomon ---------------------------- Tag: Programmatically sales process crm 3.0 Tag: 98903
  - 21
    - Outlook Problem CRM 4.0 After installing the outlook client, the inbox sometimes "hangs". What means: no new emails are shown and/or you can't delete emails. any ideas or is it just another bug? Tag: Programmatically sales process crm 3.0 Tag: 98901
  - 22
    - CRM 4 Outlook Client Fails to Connect I'm trying to connect some of my laptop users using the Outlook client for CRM, but I have been unsuccessful. These users are not on Active Directory and only use local accounts. The problem is that when I try to setup the client, I get a message that says: "The request failed with HTTP status 401: Unauthorized." It never prompts me for a username and password, so this doesn't entirely surprise me. I can launch CRM in IE, at which point it prompts me for a password and let's me in, but I really want this integrated with Outlook. Any ideas? Tag: Programmatically sales process crm 3.0 Tag: 98894
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    - Accessing GP Data from CRM Remotely Hello, My company is using GP10 and CRM 4.0, and we had created a number of SQL reports for sales people, that access the GP10 database. A previous Dynamics vendor integrated these into CRM for us via the following: Buttons were created in the isv.config file under the Accounts pane, so that if you open an account, click one of the custom report buttons, it runs an asp script that queries to find the GPID for that account and passes that as a parameter to a link to the SRS server, to pull up the relevant GP report. This works great in house, even though I'd love to find a superior method to accomplish this that would be more supported by MS, as I've heard this is an "unsupported customization". Obviously, if a sales person out of the country or out of the office connects up to the web interface of CRM, which is set up using port forwarding and actually works pretty well in CRM 4.0, if they click on those buttons it will link to internal addresses to the reports on the in house report server. Needless to say, they can't access the reports or data this way. Our controller went to Convergence and is convinced that Sharepoint is the answer to this and any number of other issues; we have a basic WSS 2.0 install that came on our Small Business Server 2003 box. Particularly on this point...I'm quite confused on how exactly Sharepoint can do this. As I said we're on WSS 2.0 and Office 2003, and can't immediately upgrade. Can someone clarify, if they understand, what exactly Sharepoint could do to integrate data from GP into CRM, particularly with CRM accessed via the remote web interface? Our fix for this currently is Terminal Server, which has worked fine for some time, but our office in Germany is struggling with frequent dropped connections. Tag: Programmatically sales process crm 3.0 Tag: 98893
  - 24
    - Microsoft CRM 3.0 ignoring british summer time Hello, We've got a installation of CRM 3.0 with rollup update 2 installed. Win 2k3 EE SP1 as guest on ESX 2.5 host. The guest servers are on BST (GMT+1), however any dates get saved on GMT on the database. This throws reporting off which is a serious concern around here. MS seemed to have pulled rollup update 3, however I went through the list of individual updates and none seem relevant Any ideas? Anybody suffering from the same thing? TIA Tag: Programmatically sales process crm 3.0 Tag: 98891
  - 25
    - Error viewing or deleting mail from Queue In MS Crm 4.0 I have one Mail-queue where I've tested a few incoming emails. They arrive in the queue, and I have read them. But now suddenly they have gone into a deadlock: If I try to view the email, I get a new window with an error message saying: "Record is unavailable The requested record was not found or you do not have sufficient permissions to view it" If I try to delete an email, a similar message apperars: "The requested record was not found or you do not have sufficient permissions to view it" Cannot really understand this, anyone else have a good idea...? Tag: Programmatically sales process crm 3.0 Tag: 98889

hi
he is it possibel createing sales process through program
bacuse i need to insert some condition in the sales stage
so i am not able to use workflow manager
any one is implemented
please help me out

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Re: Programmatically sales process crm 3.0 by Pat

Pat
Mon Apr 21 09:07:09 CDT 2008

Sorry I can't help but to suggest looking at CRM 4 which does offer just
that.
The CRM 3 seperation between work rules and sales process is very
restrictive but they are merged in CRM 4.0

"Jack" <Jack@discussions.microsoft.com> wrote in message
news:E23C825F-DF58-4685-80F5-A680A0C0B0C4@microsoft.com...
> hi
> he is it possibel createing sales process through program
> bacuse i need to insert some condition in the sales stage
> so i am not able to use workflow manager
> any one is implemented
> please help me out

Top