Pubilc view which displays all the records of a business unit?

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Query Invoice based on contact marketing list membership I am trying to export invoice records to excel based on the contact's marketing list membership but cannot figure out how to do this? Can anyone point me in the right direction. Tag: Pubilc view which displays all the records of a business unit? Tag: 90495
  - 2
    - Outlook Laptop Client Connection Troubles Hi, I just installed another Outlook Laptop Client in our Business, but this time it went strange. After getting it done to install the client (this computer is connected over VPN) I could not get a connection within Outlook. I tried internal IPs as well as namespaces crm.ourdomain... First time the windowsfirewall screamed, I allowed, but nothing changed. The user can connect himself with the webclient without any problems. I guess it has something to do with the security but I am no admin |-) where could I force our IT stuff to start searching? Any hint is welcome Antonio Tag: Pubilc view which displays all the records of a business unit? Tag: 90493
  - 3
    - Enabling smartphones for CRM with Windows Mobile 2005 Hi! I am attempting to create a test version of a emulator package for smartphone in order to enable CRM connectivity. I have created the package using the Windows Mobile 2005 files (emulator is Windows Mobile 2005), however, each time I attempt to load the .cab file it states (in the emulator) that "Installation of CRM_Client_Root.cab was unsuccessful. The installation file is not intended for this device." As I stated, during the installation packet creation and the deployment packet creation I specified *pocket pc, Windows Mobile 2005*. If anyone knows how this can be correctedor if there are other emulators which should be intalled, please let me know. Thanks. Tag: Pubilc view which displays all the records of a business unit? Tag: 90492
  - 4
    - Change fields in pipeline/opportunities report Hey, where working with CRM in dansih, so excuse for not being 100% sure what the field names is in the internation version. Im trying to work with the build in pipeline report generator. The thing is when i create the report, and choose to view the report, i want to be able to change the "headlines" , right now i can see, opportunities, salesstage ? , possibility of closing deal, sales amount. If i want to change these fields, to example, name of customer, where do i change that ? Anyone ? Best regards Kim Tag: Pubilc view which displays all the records of a business unit? Tag: 90488
  - 5
    - probleme during install CRM 3.0 hi, i try to install CRM 3.0 and i have one error message : DBNETLIB] [connectionOpen (connect()) I use W2K3 SP2 standard, SQL server 2005. i'm neewbee on SQL server, i have made a full install. anyone have an idea? Tag: Pubilc view which displays all the records of a business unit? Tag: 90485
  - 6
    - Product shows up in lookup inspite of absence in selected price li On selection of a specific price list in Quote/Order/Invoice the product look up is expected to show only those products which are present in that specific price list. But the system pops up all the products for which a default price list is defined, irrespective of whether the product is part of the specified price list or not. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=f5371481-1caa-4617-bfb0-8851686e6019&dg=microsoft.public.crm Tag: Pubilc view which displays all the records of a business unit? Tag: 90482
  - 7
    - Problems filling data into custom field on Account form I'm having some problems appending a value to a field by using Javascript in ONLOAD on the Account form. In a custom form I've created, however, I don't have that problem. In that form I use this simple code in ONLOAD, and it works fine: crmForm.all.fieldname.DataValue = 'TEXT'; In the Account form however, in ONLOAD I try to fill a custom field with some text using exactly the same code, but it doesn't work - the field remains empty. I have admin rights, so I guess that's not the problems. Both fields are "nvarchar>text". I hope there's a simple solution to my problem. Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90471
  - 8
    - Source code of MS CRM Hi all, I have installed MS CRM 3.0 server on my server machine. I just wanted to know that whether this installation provides me the COMPLETE source code of CRM? There are some aspx files, but there is a little source code in them. If I want to change something in the application beyond the limits of customization, how can I do that? I know that it is not supported, but still if I have to do it, is there any way to get the COMPLETE source code of CRM? Thanks in advance -Imran Tag: Pubilc view which displays all the records of a business unit? Tag: 90468
  - 9
    - CDF Import of Invoice Detail I have successfully migrated, Products, Price Lists, Subjects, UOM and UOM Schedule and Invoice. The Invoice Details will just not Migrate, I have checked out all the mappings and they apprear correct. Is there anyone out there who has had a similar problem and found the answer. I am thinking that this is something small that I have not seen. but is a show stopper. So Close but yet so Far... Tag: Pubilc view which displays all the records of a business unit? Tag: 90456
  - 10
    - Help: Need tool to monitor crm web service All, We currently have CRM 3.0 and using a program called Zfirm Omnirush. I have been trying to this working but have encountered some errors and have worked with Zfirm to try to resolve. They mention that the issue might be something related to the CRM Web service. Is there a tool or a way for us to monitor the CRM web service to see why the CRM web service is failing on specific calls? Thanks, Tai Tag: Pubilc view which displays all the records of a business unit? Tag: 90455
  - 11
    - Titan Workflow Hi guys, So I'm playing around with the new Workflow manager, and aside from being blown away by all the wonderfull new functionality, I discovered a new Condition that I haven't seen before (even in the Advanced Find), which is the "Not In". So you have "Enitity" "Field" "Not In" and then a Value box. Can someone help me understand this a little better? I can't imagine it's related to T-SQL's NOT IN, but if so, how is this different than "Does not contain"? I'm having a blast with the new WF but I just can't wrap my head around this one... Tag: Pubilc view which displays all the records of a business unit? Tag: 90453
  - 12
    - Newbie Question re: Primary Account Contact I'm entering our live clients into CRM in preparation to going live. Part of this process is combining data held in multiple systems into a single "definitive" dataset in CRM. When entering an account, I select the primary contact from the contacts. When I view this contact in Contacts, the Parent ID is blank. I've linked the contact to the Account by setting the Parent ID. However, when I run an Account Summary report, the Primary Contact is listed both as a Primary Contact as well as an additional contact. Is this default behaviour or should I not link the Contact to the Parent ID, just leave the Account with the Primary Contact. TIA Mike Tag: Pubilc view which displays all the records of a business unit? Tag: 90450
  - 13
    - Removing Picklist Values I want to be able to "hide" picklist values without removing the value from those that already have that value. I have the following as the code: var oField = crmForm.all.new_leadsourcename; oField.DataValue oField.DataValue != 2; oField.DeleteOption(2); oField.DataValue != 3; oField.DeleteOption(3); oField.DataValue != 13; oField.DeleteOption(13); oField.DataValue != 1; oField.DeleteOption(1); oField.GetSelectedOption; This code works in that it hides the picklist value but it also removes it from those that currently have the value. What am I missing? Tag: Pubilc view which displays all the records of a business unit? Tag: 90447
  - 14
    - Email Sent from Workflow tracked twice in history I have a workflow that sends an email to two CRM users. After the email arrives in the two users' inboxes, there are 2 history activities created for the email - one owned by the id we use for email routing, the other owned by the person who fired the rule. Any idea why this happens and what we can do to stop it? Thanks! Tag: Pubilc view which displays all the records of a business unit? Tag: 90444
  - 15
    - Cannot connect to the server, using server name I have a machine running V3C desktop client with KB927751 patch installed. This machine can ping the CRM server and can reach it via IP address, but cannot connect via the server name. It can reach other intranet servers with just their names, and can reach the server via web access and IP and log in, using the tool that way, but as installed in Outlook with the server name, it will not connect. I've checked all pop-up blockers and none are active, and added it as a trusted site. I have many other machines running fine, both other desktops and laptops. Any other ideas? r/ A. Akin Tag: Pubilc view which displays all the records of a business unit? Tag: 90442
  - 16
    - Can the CRM Laptop Client be setup to automatically synchronize? When the user goes out of the office with his/her laptop the, the crm laptop client is offline. But when the user comes back into the office, he or she needs to press the Go Online button to synchronize changes with the CRM Database. Can this synchronization be setup to work automatically? If so, please advise. Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90438
  - 17
    - Service Module and Dispatch I am looking at the CRM service module for dispatch type application. The user need is for the client to call to a call center, and based on their issue lookup for the closest service provider (who is also an account in CRM- NOT a user) based on service provider ranking, and send the service provider out to the client. At this point the case should be assigned to a queue. The service provider will update and close the case via access to a â??Service Provider Portalâ??. Based on work flows cases that fall behind will be flagged. Questions: Can we do a daily import from CRM for the different service provider and ranking to MapPoint? Can we search for available service provider from case, while it is initiated in Mappoint based on distance and ranking? Call volume is around 3,000 a day, 7 days a week. Any â??best practicesâ?? I should follow? -- Eli Tag: Pubilc view which displays all the records of a business unit? Tag: 90430
  - 18
    - How does CRM Sync the contacts with each persons outlook? Does CRM Sync the contacts in CRM with each persons contact section in outlook if that person is using the CRM Outlook laptop/desktop client? Thanks ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=390879ec-e8f9-4ef5-8bf7-e73293c5ce34&dg=microsoft.public.crm Tag: Pubilc view which displays all the records of a business unit? Tag: 90426
  - 19
    - Can two companies use the same CRm Implementation Can I setup two companies in CRM? Meaning can I set them up as business units as segment their access to data based on the business units they belong to? Is it possible to import data based on business unit? My reason for asking is the client wants to import the same data twice for the two companies. But the two companies must not see what the other is doing to their data. So Can I import the data once logged in as a user with access to only business unit and then import it again as user with access to another business unit? Is this possible? Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90425
  - 20
    - Associate more than one sales Territory with an account I know that by Default CRM only allows the association of a single sales territory with an account, but is does anyone know how to associate more than one sales territory with an account? If so, please advise. Thanks ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=8a9906f4-4a32-4080-b821-baf36a7b0639&dg=microsoft.public.crm Tag: Pubilc view which displays all the records of a business unit? Tag: 90422
  - 21
    - onLoad User Error Message I created a onLoad event on the Account entity that hides a few tabs and along with the navigation icons ("Services" and Marketing"). Everything works well, until I open the account form as a read-only form. To recreate the error message, I use the Account lookup, select an Account, then click on "Properties". The error message I receive states: "There was an error message with this fields customized event. Field: crmForm Event: onLoad Error: 'navService' is undefined" Any thoughts or suggestions? Also here is the script that I am using - forgive my sloopy script - I am a newbie! if (crmForm.all.customertypecode.SelectedText == "Supplier" ) { crmForm.all.tab1Tab.style.display = "none" crmForm.all.tab2Tab.style.display = "none" crmForm.all.tab3Tab.style.display = "none" crmForm.all.tab4Tab.style.display = "none" crmForm.all.tab5Tab.style.display = "" navServicesloppy.style.display = "none" navContracts.style.display = "none" nav_account_new_oempartconversions.style.display = "none" nav_account_new_designsolutions.style.display = "none" nav_account_new_addserviceses.style.display = "none" nav_account_new_substituations.style.display = "none" nav_account_new_surveies.style.display = "none" nav_account_new_trainings.style.display = "none" nav_account_new_inventoryreductions.style.display = "none" nav_account_new_mspafterhourses.style.display = "none" _NA_CS.style.display = "none" navQuotes.style.display = "none" navInvoices.style.display = "none" navOrders.style.display = "none" nav_account_new_consignmentsavings.style.display = "none" nav_account_new_freightsavingses.style.display = "none"; } else { crmForm.all.tab1Tab.style.display = "" crmForm.all.tab2Tab.style.display = "" crmForm.all.tab3Tab.style.display = "" crmForm.all.tab4Tab.style.display = "" crmForm.all.tab5Tab.style.display = "none" nav_account_new_vendornumbers.style.display = "none" nav_account_new_preferredpartnerprograms.style.display = "none" navService.style.display = "none" navContracts.style.display = "none"; } Tag: Pubilc view which displays all the records of a business unit? Tag: 90421
  - 22
    - Odd behaviour Hi, I have a problem when running Outlook and the Web front-end at the same time on the same PC. The manifestation of this is that if Outlook is running (connected to CRM, no problem) then whenever I load IE and connect to CRM I lose the Settings "tab" (but still have Marketing,Sales,Service,Workplace). Unload Outlook and IE, then just run up IE and I get the Settings tab back! Anyone else seen this, or know of a fix? -- Pete Tag: Pubilc view which displays all the records of a business unit? Tag: 90420
  - 23
    - EMail Read-receipts Hi, Can we have email read-receipt functionality please. We use quick campaigns to send out questionnaires but do need a read-receipt to indicate that the email has been seen. -- Pete ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=da7df355-2753-4ab7-8c8b-6aeceee8b262&dg=microsoft.public.crm Tag: Pubilc view which displays all the records of a business unit? Tag: 90417
  - 24
    - Authentication Prompt for Outlook Client After IE7 Install After we installed IE7, all users started receiving a log in prompt when attempting to access CRM through the Outlook client. None of our IE settings have changed; we confirmed IE is still set to pass the log in info to Intranet sites. Has anyone experienced this? What did you do to solve the issue? Tag: Pubilc view which displays all the records of a business unit? Tag: 90411
  - 25
    - CRm rule in Outlook The The CRM Exchange Router Rules Deployment Wizard installs a rule to Forward as Attachment all email to its own Exchange mailbox. This works fine but the Outlook clients (2003) mark the emails as read, which is causing much confusion! I can't see anyway of stopping this from happening, can anyone suggest a way? Thanks in advance Tag: Pubilc view which displays all the records of a business unit? Tag: 90407
- Next
  - 1
    - Rollup 2 Installation Problems Have been trying to install rollup 2 for MSCRM 3. Keep getting an error as the installation checks the system configuration. The error message box sez: "Micorsoft.Crm.SE.TimeZoneUpdate.TimeZoneUpdatePatch.exe - Common LanguageRuntime Debugging Services Application has generated an exception that could not be handled. Process id = 0xbb4 (2996), Thread id = 0x1198 (4504) Click OK..." Any ideas? Thanks in advance, Paul McBride Tag: Pubilc view which displays all the records of a business unit? Tag: 90406
  - 2
    - display fields in the same place? Hi, I would like, on a form, to display different fields depending on the selected item in a picklist. I have four items, and for each of them, a different field to display. I would of course like that these fields be displayed in the same place, which they somehow should be on top of each other, only one of them displayed at a time of course. Is that possible? Thanks a lot, Tag: Pubilc view which displays all the records of a business unit? Tag: 90397
  - 3
    - How to modify the password of AD user? How to modify the password of AD user? The user cannot modify it by himself. Tag: Pubilc view which displays all the records of a business unit? Tag: 90386
  - 4
    - Createdon Timezone query We are utilising CRM to send auto updates on open CRM cases and also recording these updates within the CRM case, as part of this we are including the 'createdon' entry. The only problem is that this generates an entry that lists the following: Created on: 10/10/2007 4:20 AM (GMT-08:00) Pacific Time (US & Canada); Tijuana Now the case was actually created 10/10/2007 PM (GMT +08:00) Perth. The servers are set correctly, the Users PC is set correctly, and the timestamp for the actual record is set correctly as: 10/10/2007 7:20 PM by System, Administrator As we are using the 'createdon' to show when a case was created, it is important to our clients that the correct time be represented. Can anyone please advise how to set this to our TimeZone (GMT +08:00) Thankyou in advance. Tag: Pubilc view which displays all the records of a business unit? Tag: 90383
  - 5
    - All Contacts view customization Hi, We have a requirement where I need to allow users to make selected contacts private to them. We came up with a design which would add a "Private" attribute to the Contact entity and set the private flag, if the user does not want others to see this contact's details. However, in the All Contacts view, the record will be available to others users as well, which should not be the case. We just want to remove this view and add our own All Contacts view which would filter the records further on the private flag to the users. Please let me know how can this be acheived. Thanks, Mahalax. Tag: Pubilc view which displays all the records of a business unit? Tag: 90381
  - 6
    - Configuring CRM Mobile Howdy, I just installed the CRM Mobile on my SBS server. The install appears to have installed correctly. When I try to access the configuration on the server console, it asks for a login, i login using the administrator account as well as the account i selected during the installation and both accounts get a Internet Explorer cannot display the webpage. Help! Thanks, David Tag: Pubilc view which displays all the records of a business unit? Tag: 90380
  - 7
    - CRM list webpart customization Hi, I have a requirement to create a MOSS dashboard for CRM and display CRM data in the dashboard. I am using CRM list web part for the purpose. However, I am unable to set the number of records to be displayes in the list. Also I need to connect two list web parts, of which the second one filters its data based on the record selected in the first one. Pls let me know how can I achieve these. Thanks, Mahalax. Tag: Pubilc view which displays all the records of a business unit? Tag: 90379
  - 8
    - 3 company area Hi, in my company I've 3 differents area: production, external division, research division.... I would like to manage the differents activities that a users can to do for each area..... the best solution could be to have 3 diffents CRM .... but How can I manage this situation?? Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90376
  - 9
    - Reporting Service Error on HTTPS Hi, I am having an error in Reporting Services. I am trying to run reports on HTTPS. Can anyone suggest a solution; " An error has occurred during report processing. (rsProcessingAborted) Get Online Help Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Get Online Help Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. " -- PLEASE do click on Yes or No button if this post was helpful or not for our feedback. uMar Khan Email for direct contact: imumar at gmail dot com Tag: Pubilc view which displays all the records of a business unit? Tag: 90372
  - 10
    - Campaign Response Import Has anyone tried to import Campaign Responses? This might be useful to me, but I cannot make it work. When I try, one of the required Target Fields is "Parent Campaign" (a lookup field). Attempting to import text data to this field fails ( as I would expect). I have seen some threads indicating that you can do an import and assoicate the imported records with an entity using the GUID of the target entity or entities, but I am not that slick in SQL and was hoping for an easier way. Any insight is appreciated. Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90371
  - 11
    - Product Selection Is there a way to speed up the product selection process in CRM. At this time, this process is one by one and takes to long. We would like to be able to input different products at the same screen or to have an auto complete when we put the product name or product number ect. Is that possible? Tag: Pubilc view which displays all the records of a business unit? Tag: 90367
  - 12
    - Customizing Attribute types I was wondering if there was a way to create a custom attribute type. I would like to be able to add a type which allows for check boxes. I like the "bit" type but it only allows for two choices and it must have a default answer. Thanks -- Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90366
  - 13
    - report of who synced and when Hello, I would like to produce a report that is like a sync log. I would like to know who synchronized and when. Ideally it would only list who synced within the last 48 hours but I can filter it later. Can anyone help me identify the tables needed to do this? Thanks, Mark Tag: Pubilc view which displays all the records of a business unit? Tag: 90365
  - 14
    - Setting crm service credentials Hi, right now when closing a case, we are getting the credentials from an xml file, using always the same username and password, therefore all incidents are being closed by the same username. Right now i'm trying to fix this problem, but the default credentials are always empty. Basically what i'm doing is i'm calling a web service from javascript, and then the webservice calls another external method where the funcionality is being performed. indetity impersonate is set to true in web.config of the web service, windows authentication enabled. From the iis i'm also only enabling windows authentication. Any idea why the default credentials are empty? any help would be greatly appreciated. Matt Tag: Pubilc view which displays all the records of a business unit? Tag: 90354
  - 15
    - MS CRM Mobile Express error on Notes or any Activities Just put it in. Did the install exactly as the docs describe. Everything works fine until when we try and view any related Notes or Activities to anything. The error follows. Would appreciate some help on this. Thanks, Gary An Error has Occured -------------------------------------------------------------------------------- Go Back Try Again Message: Exception of type 'System.Web.HttpUnhandledException' was thrown. Stack trace: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.entityreadonly_aspx.ProcessRequest(HttpContext context) in c:\WINNT\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\root\2030cedc\7bed3ec7\App_Web_soyaptfv.6.cs:line 0 at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Pubilc view which displays all the records of a business unit? Tag: 90353
  - 16
    - Advanced Find Export to Excel We have an Advanced Find that was created that has more than 10,000 records being returned. When we try to export the find into an excel spreadsheet, only 10,000 of the records appear even though we chose to export the results on all pages. Is this a limitation of CRM 3.0? If I do a count on the records in sql, there should be 17,161. Any information regarding this would be much appreciated. Thanks!! Tag: Pubilc view which displays all the records of a business unit? Tag: 90343
  - 17
    - Strange Message while adding a Opp, Quote product Hi, I am getting a message when I select a product on the Opportunity and Quote detail, and I don't know why. The price list is ok, the price is 0. This happen no matter what product was chosen. the message is: "Precision must be an integer within the allowed range: 0 for integers, 0 to 4 for money and 0 to 5 for float and decimal fields" Any Ideas? Thanks. Tag: Pubilc view which displays all the records of a business unit? Tag: 90340
  - 18
    - Microsoft CRM 3.0 Works Fine But... I am trying to find a SQL person to help with a problem. Somehow, and I am not exactly sure how it happened, the "sysft_ftcat_documentindex" SQL file for my MSCRM data base got separated from the other SQL data base and log files and was placed on a separate drive which failed and had to be replaced. I did not have a backup of that file. As I was saying, Microsoft CRM works fine but I cannot do a full SQL database backup because that file does not exist. I can do a partial data base backup but I would like to do a full data base backup. Also, everytime the server is rebooted I lose my CRM METABASE data base and that has to be restored from a backup. Is there any way through SQL that "sysft_ftcat_documentindex" can be recreated and if so how? Thanks. Rick Bellefond RB Data Services Tag: Pubilc view which displays all the records of a business unit? Tag: 90336
  - 19
    - Iframe problem I created an Iframe that loads an external website on the account form. When opening an account the user is prompted to authenticate. I am passing variables to Iframe and the iframe page works fine if I click cancel. The authentication is triggered by crm not the iframe page. Also I have copied the iframe url to browser and do not get the authentication box. Tag: Pubilc view which displays all the records of a business unit? Tag: 90331
  - 20
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90330
  - 21
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: Pubilc view which displays all the records of a business unit? Tag: 90327
  - 22
    - Want to learn about CRM 4.0? If you want to learn and and get the latest information for CRM 4.0, please visit the Crowe CRM 4.0 blog. We have a great CRM team and we are going to post information related to CRM 4.0 weekly. We already posted information related to Multiple User Lookups on a Form, Duplicate Detection, Data Import Tool, etc... To visit the Crowe CRM blog, please go to the following link: http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Darren Liu, CRM MVP Crowe http://www.crowecrm.com http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Tag: Pubilc view which displays all the records of a business unit? Tag: 90325
  - 23
    - SQL UpdateTrigger allowed? Hi, I did some customizing till now onto our CRM 3.0 and also added some livemaps within an iFrame as it could be found in some examples araound the web. Everthing works quite fine (as good as livemaps can find our european cities |-)) But the bad things is (by design of the adapted example) that if livemaps finds anything it stores the values in longitude / letitude values in the table. ok. Since than it always picks up those values for display without checking if the adress stored in CRM fits to it. Thats generally great, because its much faster than always search for the adress. Now I want to delete this values in the table if someone changed the adress so my livemap iframe goes again searching for the new adress. For me it looks like as it would be the easiest way to make a uptade-trigger within SQL for the adress1_street to look for and if it changes set longitude... to NULL which would force my iFrame to search for the coordinates again. Would that be an allowed procedure within CRM. Otherwhise I would have to do a lot of programming within the livemap script, which would not be in my mind :-) Thank you for tips and hints Antonio Tag: Pubilc view which displays all the records of a business unit? Tag: 90320
  - 24
    - Exception when sending email in workspace/activities -Help appreci [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.Platform.Proxy.EmailWebService.Send(Guid emailId, Boolean issueSend, String trackingToken) +132 Microsoft.Crm.Application.SMWrappers.Email.Send(String id, Boolean issueSend, String trackingToken) +93 Microsoft.Crm.Application.Platform.Email.Send() +83 Microsoft.Crm.Web.Activities.EmailDetailPage.Send(Object sender, DataEventArgs e) +83 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +257 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Pubilc view which displays all the records of a business unit? Tag: 90319
  - 25
    - About the VIEW of CRM 3.0 How to change the settings of "Leads of Marketing Members" I want to add some fields into the VIEW of "Marketing Members(Leads)", but I didn't find it. It just display the Name of Lead, but it has no Names of Company. Tag: Pubilc view which displays all the records of a business unit? Tag: 90317

Hi

We have a requirement where we require to have a public view which displays
all the records related to a business unit. ie. a user should be able to see
his records as well as the records created by users beloging to his businedd
unit,.

Please let me know whether this is possible or not. If any one has worked on
this please revert back. Your help would be highly appreciated.

Thanks in advance

Top