Quick Create form for custom entities? (CRM 3.0)

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
    - Redeployment tool V3 Hi, Does anyone know whether I can use the redeployment tool to go from Professional to SBS? Thanks Mike Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52194
  - 2
    - Outlook Client Causes Outlook to Freeze When I install the Outlook Client (3.0), either laptop or desktop version, it causes Outlook to "freeze" or "lock up" after about 30-45 seconds. The only way to continue os to kill the Outlook process in task manager. Ideas? Thanks Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52193
  - 3
    - Configuring CRM3 for a Professional Services Company CRM3 is a great 'all-rounder'. Are there templates for industry-specific customisations? For example, a Professional Services Company? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52192
  - 4
    - Subjects, examples of real-world use. I was wondering if anybody would like to share how they are using Subjects in CRM. I am trying to decide if you are better with a flat list of basic subjects or a nested list of highly granular subjects. Interested in what others are doing, what has worked, what has not. Thanks in advance, Mike Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52190
  - 5
    - Marketing in CRM 3.0 I am loking for a full blown marketing add-on to CRM 3.0... any suggestions? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52187
  - 6
    - Add docs to KB (or use Sharepoint?) One of my clients has said that "the KB articles would be much more useful if you could attach documents to the articles".. I was actually quite surprised that you couldn't (as you can attach notes, and therefore files, to just about everything in the system). Has anybody looked into ways to do this? The only thing I've found is to use a hyperlink in the KB as a pointer to a doc. It sounds like this might work, especially if you integrated it with a Sharepoint library. I believe that is relatively easy to do, but I have zero experience with Sharepoint. Obviously, the goal would be to be able to search all KB attachments as well as the articles too. For that, I believe I read somewhere that you could add CRM to the things that Microsoft's (very cool) desktop search utility. (But then, I don't know how/if you could search Sharepoint as well.) If anybody has done this, or something similar, would you mind posting a simple step-by-step? Many thanks, Dave Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52183
  - 7
    - CRM 3.0 Opportunity history and related records I am working with multiple quotes within a single opportunity. As a quote is revised and replaced by a new quote, a quote rule automatically schedules a task to follow-up the quote. This task appears in the history for the quote (once the task has been completed obviously), but it does not appear in the history for the opportunity. The quote is related to the opportunity as it appears in the quotes tab for that opportunity. I expected to see the history item in the opportunity history if I included 'Related Records' in the filter - but it's not there. Am I missing something? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52178
  - 8
    - Control over the status of custom entities I have some custom entities which have no need for an inactive status. On the other hand I also have entities which once deactivate should never be actived again. Also I have entities which when they are deactivated need to have a status reason selected or even some other fields filled in, but CRM allways sets the default. Finally I also have entities which should have more statuses than Active and InActive, Like Invoice. With some customization this all can be done but there are ways arround these customizations; You cann't remove the deactivate/activate links from the forms/grids. ---------------- 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=ae21c618-ad2f-4c76-82ee-c1efdbde1df8&dg=microsoft.public.crm Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52176
  - 9
    - CRM 3.0 Viewing opportunities by sales process I would like to view opportunities by sales process ie. setup a Saved View using Advanced Find. I can't see any way of filtering by sales process - am I missing something? I have read previous posts re viewing sales stages - I have already done this, the problem is that I want to run multiple sales processes each with their own stages. So I need to be able to filter first by sales process, then by sales stage. Also, while I'm here. Is it possible to associate sales processes with different Business Units? I see in Workflow Manager that Business Unit is one of the columns - but I can't see any way in the setup process to specify business unit. Hope someone can help. Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52175
  - 10
    - Google Deskop Search I found a performance issue with CRM 3.0. If my default Pane/Tab is one with a lot of items (more than 100) Internet Explorer will 'hang' for a few minutes at 100% processor utilization. If I change my default Pane/Tab to one with 5 or 6 items, this does not happen. I can then click on my tab with 100+ items with no problems. I disabled Google Desktop Search and the problem went away. I tried excluding my CRM web from Search, but the problem persisted. If I remove Web History from my Search Types the problem goes away. This is probably more of a Goole Search issue than a CRM issue, but I thought I would post here in case anyone else is having a similar problem. If anyone else has researche this problem and has another solution, let me know. I hate to lose the web search in GDS... Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52174
  - 11
    - Error importing customization Hi, I did some customization in the development database and wanted to import it into the production database. And it gives an error " A sql server error occured .please contact system admin." Any help would be great. Thank You in advanced Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52171
  - 12
    - Restricting access Is there a way to set CRM 3.0 so users can only see there own items and not all other items when they logon. Thinking of trying to use the service section for different departments where they can only see there own items. Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52170
  - 13
    - Change a field Hi, Is there a way to change a nvarchar into a picklists without having to delete the current field ? Thank You in advanced Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52165
  - 14
    - Planning of server Hi, We currently have hosted our email on exchnage server on a third party service provider (remote exchange host) . What would be the best way for hosting crm and exchange to be able to utilize active directory for logins and exchange server with crm Thanks Atul KaKade Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52164
  - 15
    - No Activity reports in V3.0... Just a bit of a rant....can't beleive that there isn't some kind of basic activity report in V3.0 or am I missing something???? I know I can (and will) write them for clients but it would be nice that have some (one) canned report to use as a starting point and to use for demos, etc..... Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52163
  - 16
    - User Manual for CRM 3.0 or Documentation CD? Is there any User Manual for CRM 3.0 available online? English and German? Or any plan for future? The books we have already ordered and received. Thanks Max Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52162
  - 17
    - Receiving undeliverable emails from the crm exchange mailbox Our network administrator set up our new crm 3.0 environment along with the exchange connector. CRM users are now receiving undeliverable emails from the crm mailbox whenever an email is sent to the user, and the CRM emails are not being tracked in CRM. Anyone have thoughts on how to correct this? Thanks. Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52161
  - 18
    - Activity - Mail Reply closure? What are the options of closing a mail activity when a customer replies to a mail in CRM? I have created a test enviornment wher a user gets a reply to the mail he has sent to the customer and the mail comes in CRM and gets asosciated with the respective record. The troube is it gets stored in my assigned or in progress queue and I cannot figure out how to close this activity. The options that i can see are: Delete Convert to Opportunity Asign Send Reply etc. What if want to close the activity????? is there any option that I am mising. I do not want to see this as an open activity. Regards Sam Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52160
  - 19
    - No synchronising of local deleted contacts Hello When I create or initially synchronise the contacts from CRM to the local contacts, everything works fine and also changes are synchronised in both ways. But when I delete the contact in the local contact folder, the contact is never again synchronised. Any ideas? Best Regards Peter Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52158
  - 20
    - Sampledata I had the 3.0 beta installed and it expired, now i've installed the msdn version with that key ( only 10 user ) this time in danish, the last version was in english. When I try to install the sample data it wants me to find the english named users and not the described in the implementation guide danish names. How come ? Jack Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52156
  - 21
    - System Settings Error.Window does not open. Hello, fresh install of CRM 3.0.The user logged in has all privileges assigned.Everytime I select system settings I receive "error"contact system administrator.All other options are fine. Any ideas what may be causing this? Thanks in Advance. Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52152
  - 22
    - AVC license key ? I need the key for AVC to make a demo box, don't seem to find it. Need to install the RTM version because the beta expired :( Jack Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52148
  - 23
    - Emailing Sales Literature Is it possible to have Sales Literacture emailed to customers, similarly to how knowledge base articles can now be sent? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52139
  - 24
    - CRM Integration with MBS/Dynamics products Hi, Anyone know anything about the integration between CRM 3.0 and ...say.... Dynamix AX/Axapta? I'm thinking sharing of customer data and such.... Jeppe Jespersen Denmark Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52133
  - 25
    - Is there document showing differences in Outlook CRM & Browser CRM the ones i noted so far are: Mail merge menu - not available in browser CRM Knowledgebase table - not available in Outlook CRM Service calendar - not available in browser CRM Settings - not available in Outlook CRM Search folder - not available in browser CRM Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52132
- Next
  - 1
    - =?Utf-8?Q?Sales_Letters_-_Is_this_really_=E2=80=98?= I am in general very enthusiastic about Microsoft CRM and in particular like its workflow and its framework. However, to perform some very common sales activities such as send a sales letter to a contact associated to an opportunity it seems very time consuming. Is there a better way? Using Microsoft CRM it takes at least 38 clicks or actions â?? minimal of 5 minutes open opportunity â??> opportunity window opens click on company â??> company window opens click on contact â??> contact window opens select action menu â??> then select â??mail mergeâ?? select template button -> ok -> new window opens select required template -> ok -> word opens -> then â??mail merge recipientsâ?? window opens with contact details in each field select ok press â??next review your lettersâ?? check format of address and rest of content letter is ok press â??next complete the mergeâ?? press print -> ok press â??edit individual lettersâ?? -> ok select close document and save to my documents folder remembering the file name go to opportunity window select actions menu -> add activity -> letter -> letter new window opens type subject of letter -> save select paper clip (attach file) -> attachment new window opens press browse and go to folder where letter was saved and select document file name -> open press attach button press close button select actions menu -> close letter -> select status = sent -> ok press close button to close letter window press save and close button to close opportunity Select contact window â??> save and close Select company -> save and close Using our previous CRM product â?? about 8 clicks or actions â?? 1 minute maximum go to opportunity select hot key Ctrl L (for Letter) select letter template required -> ok word opens with required letter check format of address and rest of content letter is ok select print close letter (letter it automatically stored against prime contact and opportunity) if subject of letter needs to be modified click documents button on opportunity window and retype subject Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52127
  - 2
    - CRM Deployment Manager Hi, After a number of trial installs and fine tuning of my installation process I have finally install CRM 3.0 on our live server. The installation went without a hitch. No prereq' problems and no errors during install. I rebooted the server, ran through the CRM SBS Edition Config Wiard to find that it couldn't apply the changes to the server. OK I thought, perhaps my user (administrator) needs adding to the user list so I launched the CRM Deployment Manager on to get the following error: The server http://CRM/MSCRMService/ is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient priveleges to run User Manager. For more information contact your system administrator. I installed CRM as administrator and ran Config Wizard and Deployment manager whilst logged on as administrator. All CRM services are running and the only errors in the event log are HTTP errors relating to the fax router service. One last piece of info. If I try to browse the CRM website through IIS I get the CRM Access Denied Page. Can anyone help as I'm so close to a good installation but can't get any users deployed. Thanks, Joe Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52123
  - 3
    - Outlook reduced permissions patch Does anybody have the v1.2 SFO reduced permissions patch CRM1.2-KB841124-Client.exe The link in KB841124 is broken and I cannot find it in MS downloads. If anybody has it please reply with a link or send it to rilsurf123@aol.com Thanks Scott Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52122
  - 4
    - Customizing my active view Hi, is there a chance to add a column to "my active accounts" view that contains besides the owner the user/team the individual account is shared with? Thanks for reply! Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52118
  - 5
    - Copy of entity Acconunt Hi i have another question. Is it possible to create a new entity that is the copy that is the copy (exact) of the account entity? In my new entity i will add a new fields that are not present in the account entity. If so, would you kindly instruct me about? Thank's Marco Rocca Lario Engineering www.lario.com Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52106
  - 6
    - CRM 3.0 Mobile installlation issue I an trying to install CRM 3.0 Mobile Beta on an existing CRM 3.0 server which works very well. Brief steps are as below: 1. install .NET 2.0 Framework over CRM server 2. Run setup.exe under CRM 3.0 Mobile Beta CD 3. Select "Microsoft CRM Network" at the 1st window 4. Select to accept EULA and click Next. A messagebox pops up saying that: Setup did not find a Microsoft CRM user with the required privileges for the Microsoft CRM Mobile user account. This user must have Read privilege at the Organization level for Record Customization and User. Assign these privileges to an existing user or to a new user created for this installation, and then restart setup. I haded tried to create users with a custom Security Role which has privileges for reading all objects at Organization level and also Go Mobile privilege, but the Msgbox still pops and blocks the installation. Could anyone help make me out of this trouble? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52105
  - 7
    - Domain Controller and CRM Hi, We accidently deleted the Domain controller for our CRM production. As a result, i cannot start the microsoft security services and the CRM system is not running at all. Since the failure is in the DC, Is there a way that the OU, User and roles defined in CRM can be exported into new DC? Or are there any better solution than this one? Thanks Carrie Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52104
  - 8
    - Sharepoint Services stsadm.exe utility failed during setup Hello, I am installing CRM 3.0 Server on Small Business Server 2003. I have followed all the instructions written in Microsoft CRM 3.0 Implementation Guide. Before the end of instalation i recieve an error message : "Action Microsoft Crm.Setup.Server.RSConfigureSharePointAction failed. Windows SharePoint Services stsadm.exe utility failed with the exit code -2130256315 and message: cannot connect to the configuration database." Does anyone know what is the problem? Can somebody, please, help me? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52103
  - 9
    - Outlook Light Client does not work on Terminal Services We have a SBS 2003 install of CRM V3, all works well however we have just built a fresh server using Windows 2003 SP1 Terminal Services and Office 2003 SP2 and have followed the deployment guide for Ternminal services. The script runs fine. However the MSCRMaddin.dll fails to load everytime. I have followed some of the posts which say remove the addin and add it again and run MSXML SP2, still no joy. Come on it cannot be that hard microsoft, whats the answer. Help!! Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52102
  - 10
    - 3.0 laptop client fails to connect Installed laptop client against Outlook 2003 sp2. No errors on install. It even connected on the first time. I've uninstalled and installed many times. Here's a log excerpt: # CRM Tracing Version 1.1 Unmanaged # LocalTime: 2006-02-08 16:59:30.987 # Categories: *:Verbose # Schedule: Hourly # ComputerName: LT-JJB # CRMVersion: 3.0.5300.0 [2006-02-08 16:59:30.987] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Reading registry key BusinessId failed Function: FReadWzRegKeyValue File: c:\crmv3rtm\src\application\outlook\addin\common.cpp Line: 829 [2006-02-08 16:59:31.3] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::Crm Service is available Function: CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 383 [2006-02-08 16:59:31.3] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Starting UI Initilization. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 53 # CRM Tracing Version 1.1 Unmanaged # LocalTime: 2006-02-08 16:59:31.877 # Categories: *:Verbose # Schedule: Hourly # ComputerName: LT-JJB # CRMVersion: 3.0.5300.0 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrCheckOutlookUIState File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 1021 >hr = 0x80070057 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CRM Toolbar wasn't found. Function: CAddin::HrCheckOutlookUIState File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 1023 [2006-02-08 16:59:31.877] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Either an error happened during the last UI initialization or Outlook crashed. Reinitializing the UI. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 81 [2006-02-08 16:59:31.893] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Reading registry key IsvXmlHash failed Function: FReadWzRegKeyValue File: c:\crmv3rtm\src\application\outlook\addin\common.cpp Line: 829 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 249 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 275 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Failed to retrieve UI xml from the server. Status code: -1. Body content: (null). Function: CAddin::HrRetrieveUIXml File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 277 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 103 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | hr = 0x80070005. Function: CAddin::HrInitializeUI File: c:\crmv3rtm\src\application\outlook\addin\outlookui.cpp Line: 103 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 501 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 502 >hr = 0x80070005 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | hr = 0x80070005. Function: CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 505 [2006-02-08 16:59:31.924] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | CAddin::HrActivateAddin File: c:\crmv3rtm\src\application\outlook\addin\addin.cpp Line: 679 >hr = 0x80070005 [2006-02-08 16:59:31.955] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Entered CUIUtil::UpdateUI(oldState=sOnline (0), newState=sAddinLoadFailure (6)) Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 615 [2006-02-08 16:59:32.2] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Exited CUIUtil::UpdateUI() Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 674 [2006-02-08 16:59:42.812] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Entered CUIUtil::UpdateUI(oldState=sUnknown (-1), newState=sAddinLoadFailure (6)) Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 615 [2006-02-08 16:59:42.828] Process:OUTLOOK |Thread:1004 |Category: Unmanaged.Platform |User: PlatformUser |Level: Error | Exited CUIUtil::UpdateUI() Function: CUIUtil::UpdateUI File: c:\crmv3rtm\src\application\outlook\addin\uiutil.cpp Line: 674 Any assistance would be appreciated. jb Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52084
  - 11
    - CRM Help Would you consider something like this is a download area? Documentation is fairly slim at the moment, and any help is greatly appreciated Here is the post I am referring to: Subject: Anyone want a HOWTO on E-mail templates? 1/10/2005 8:17 AM PST By: Dave McGuire In: microsoft.public.crm I just wrote up a full doc, with screenshots, on how to work with email templates. Here's what's covered: HOWTO: work with Email templates in CRM 1.2 Introduction More information How to create a template and include graphics Using the Template Making a template available to the company Using an organization-wide template Modifying or deleting an organization-wide template I anonymized it from my company's information, so anything with our logo or company name has been censored. It's under 400K; If you're interested, please reply to this message and I'll look at your profile and forward it to you. Dave -- Thanks for your patience! ---------------- 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=a5165edd-e09d-4135-8b29-ab914aabcf1d&dg=microsoft.public.crm Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52083
  - 12
    - Outlook CPU Hog after CRM v3.0 Client I am finding that once you put the CRM client on a workstation (not a laptop, just a normal workstation) the CPU pegs to about 95% for about 10 seconds every 30 seconds. In just 20 hours of run time, Outlook consumes just over 4 hours of CPU time in task manager. My sycn interval is set to ever 30 mins, so I am wondering what is up, has anybody seen this before? Thanks, Mike Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52082
  - 13
    - User access Hi, I create a user in MS CRM app with Role and License, but I access with this user I have an error access. The message of error is : "You don't have permissions of role assign ..." Please, anybody have information about that Thxs Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52075
  - 14
    - Sql Agent Error After installing CRM we are receiving the following error. "An error occurred when attempting to set the SQLSERVERAGENT service to AutoStart: System.ComponentModel.Win32Exception: The specified service does not exist as an installed service at Microsoft.Crm.Setup.Common.Utility.ServiceUtility.SetServiceToAutoStart(String serviceName, String machineName) at Microsoft.Crm.Setup.Server.ServiceRunningValidator.AutoStartLocalService(String serviceName, TimeSpan waitTimeForStart) We have CRM on a SBS 2003 machine and SQL EE 2000 on a W2K3 machine. Both are DCs the SBS holds all FSMO roles. Thanks Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52065
  - 15
    - How to open a form by clicking a button made in the isv.config Hi, I made a new entity "mycontacts" that has a few forms. I also made a button in the isv.config under the entity "account". What I want is, that when I click that button, a form of mycontacts(showing also the accounid) will be opened. Are isn't this possible ? Thanks in advance . Climber Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52063
  - 16
    - Emails Has anyone seen emails being marked as read in Outlook when they are being tracked in CRM. This is before the user has had a chance to open up the item. Regards Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52062
  - 17
    - Price changes don't appear in orders I've changed prices on my items, but when we go to add the item to an order the price posted to the order does not reflect the new number. We're currently using only one price list. I've "activated" the list. Am I missing a "publish" activity or something? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52058
  - 18
    - CRM 3.0 and Faxing I recently upgraded our systems CRM from 1.2 to 3.0. I was using Omnirush to handle all of our faxing from CRM. However it has come to my attention that Omnirush is not yet supported by CRM 3.0. Have any solutions been found that integrate w/ 3.0? Most importantly supports batch faxing Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52057
  - 19
    - Attachments in e-mail sent to many users Hello All I am trying to find out how to send an e-mail attachment to a lot of different contacts in CRM 3.0. We were told there was a way but the instructions don't work. The e-mail goes to all the receipents but no attachment is every sent. Can someone please give me directions on how this is done. -- Thanks Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52055
  - 20
    - get access to attribute from other entity I created new attribute in Quote Product, for example Cost from Supplier. How can I get acces to this attribute from Quote form? I need to calculate Cost from Supplier for all products in Ouote. -- Alex Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52051
  - 21
    - CRM 1.2 and SFO We've recently moved our CRM install to another server. The web client is working, but the SFO client is giving us trouble. When we go in to CRM for Outlook, it takes a long time to load. Then, after doing one or two things, it freezes up, then kicks us out of Outlook altogether. Any ideas? I'm wondering if we have the latest/greatest updates installed. How would I go about determining what SFO version we're on (including updates)? And what version is the latest/greatest? -- bondg Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52050
  - 22
    - Error accessing Reports in CRM 3.0 I get this error: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- The request failed with HTTP status 401: Unauthorized. 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.Net.WebException: The request failed with HTTP status 401: Unauthorized. 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: [WebException: The request failed with HTTP status 401: Unauthorized.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +48 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +401 Microsoft.Crm.Reports.Home.ConfigurePage() +912 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 and Microsoft CRM Application Error Report: Error 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. Error Details: Exception of type System.Web.HttpUnhandledException was thrown. Error Number: Source File: Not available Line Number: Not available Date: 02-08-2006 Time: 14:22:36 Type: Application Error (2) Server: crm Request URL: http://crm/CRMReports/home_reports.aspx any help? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52048
  - 23
    - Sales & Marketing Pane I've just completed the CRM 3.0 installation. When I connect to the site, I only see Workplace, Service and Settings. Shouldn't I also see Sales and Marketing? Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52047
  - 24
    - CRM Case Notification HI, We are in the begining stages of using CRM and were wondering if it was possible to have a notification either emailed to you, or shown somewhere on the main page that a change had occured. Thanks Adam Rath Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52046
  - 25
    - Key constraints for CRM 1.2 Hi all. Could someone script the key constraints and indexes on CRM 1.2, We had to drop ours some time ago due to a migration failure and CRM3 is complaining that the constraints are not correct? Ta P Tag: Quick Create form for custom entities? (CRM 3.0) Tag: 52045

Are Quick Create forms available for custom entities?

Actually, in my case, I want to make sure they are not (or if they are, how
to turn it off for a particular custom entity), since customizations for the
regular custom form might break if used on the Quick Create form.

Thanks,

Daniel

Top