Records in a Custom Entity

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- Previous
  - 1
    - Exchange Front End Hello I canâ??t bring the mails into a queue. I have set up everything correctly (User in AD, CRMEmailEnabled, disabled, router configuration). Is it possible that the mails arenâ??t routed because we are using a front end Exchange Server and the router is running on the back end? Best Regards Peter Tag: Records in a Custom Entity Tag: 55155
  - 2
    - vpn hei, i am not able to go online on my outlook client when i am connected via VPN to my office network. i get error that crm server cannot be found. if i open internet explorer and connect to crm, i am able to . can somebody help me. thanks rg Tag: Records in a Custom Entity Tag: 55150
  - 3
    - Birthdays I have a question concering the birthday field in Contacts. What do I have to fill in there? 1. The date of birth, for example "1982-10-21" 2. The birthday, for example "2006-10-21" When I fill in the 1982 variant, I don't get the person when I use the Advanced Search option (search for birthday's within the next 7 days or something like that). When I use the 2006 variant, I DO get the correct results. But what happens when the date passes 2006-10-21. Does CRM automatically update the birthday field to 2007-10-21??? Tag: Records in a Custom Entity Tag: 55149
  - 4
    - Question about web references in sdk development I have been writing several objects for CRM 3.0 using a web reference to access the crm entities. What I am wondering is how I redirect this reference when I move the object from my development system to the live site. Typically the web reference in my development environment will be a different address to what it will be on the live site. Am I missing something obvious here? Tag: Records in a Custom Entity Tag: 55121
  - 5
    - Entering IP Address in the Configuration Wizard At the end of the CRM Small Business Edition Configuration Wizard it prompts for the URL of the installation. If you use the IP address instead, what are the consequences? On a related issue, what does it mean when the web client repeatedly prompts for a username and password when opened on the server using the URL. It eventually fails to 401 page. If the IP address is entered in the browser, one username password prompts appears, then lets you in. On workstations the URL opens right up..... The server is a fresh install of SBS and CRM. All patches applied. Thanks. Tag: Records in a Custom Entity Tag: 55117
  - 6
    - Trouble with importing from Excel I get a data out of range with REASON ID 0x8004022c....Please let me know what this is... I am able to get about half of the speadsheet to import but it's giving me that error...I'm doing it in Tabbed .txt type file because nothing else works... I wish Microsoft CRM would have it where it showed you which field was in error...serious issue there...you'd have so much less work if it was built in...simple road map or warning of some type... Tag: Records in a Custom Entity Tag: 55116
  - 7
    - Searching Opportunity products and/or quote products Is there any way to search through the opportunity products and/or quote products? We would like to do this to enable some statistical analysis of how many of each product is in which phase of our sales process. Jeff Kelly Royal Roads University Tag: Records in a Custom Entity Tag: 55115
  - 8
    - Advanced Search results from multiple entities Is there any way to have the advanced search results display information from the related entities in the results list? ie: I would like to perform an advanced search on opportunities, with the filter criteria based on a value in the Opportunity Product list. I would like to display the value from the opportunity product in the search results. This is just a single example of a large number of "relational" searches I need to enable. I have looked at writing individual reports for each of these searches, but was hoping to save time by using the advanced search (if possible) Thanks Jeff Kelly Royal Roads University Tag: Records in a Custom Entity Tag: 55114
  - 9
    - CDF Tables Where can i get the CDF tables design?. I have the tables design for CRM 1.2, but i can't find the new design in the crm 3.0 documentation. Thanks EJ Tag: Records in a Custom Entity Tag: 55113
  - 10
    - Post-callout can I use CRM 1.2 Post-callout code in CRM 3.0? Tag: Records in a Custom Entity Tag: 55109
  - 11
    - Permissions Problems Hello All, I just setup CRM 3.0 on SBS 2K3 SP1 and I getting some security audit failures. I am a member of Enterprise Admins, Domain Admins and Administrators. I used my user account to install the CRM, with no issues, and I am a member of the Systems Administrator CRM Role. These are the following symptoms: 1) Cannot login to CRM from server at all (401 unauthorized) This is the failure entry in the security log: Event ID: 537 User: NT AUTHORITY\SYSTEM Logon Failure: Reason: An error occurred during logon User Name: my.username Domain: MYDOMAIN Logon Type: 3 2) Can login from external machine, but cannot actually access any entities; when I click on "Contacts" I get an error dialog that says "An Error has occurred. Contact your systems administrator for more information". Security event log shows the following audit failure: Event ID: 537 User: NT AUTHORITY\SYSTEM Computer: CRMSERVER Logon Failure: Reason: An error occurred during logon User Name: CRMSERVER Domain: MYDOMAIN Logon Type: 3 Logon Process: Ã?Ã¹Ã? Authentication Package: NTLM Workstation Name: CRMSERVER Status code: 0xC000006D 3) Finally, I cannot open the User Manager in the Deployment Manager. I can open the server manager and the License manager, but when I click on the User Manager, I get an error dialog that says: "The server http://crmserver.mydomain.com/MSCRMServices/ is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you do not have sufficient priviliges to run User Manager." This results in both of the above security audit failure events being logged successively in the Security Event log. I'm stumped, please help! Jon Tag: Records in a Custom Entity Tag: 55107
  - 12
    - Retrieving value from parent object using jscript Is there any way to retrieve a value from a parent object in jscript? For example, if on the contact form I wanted to be able to validate a field dependant on the account.accountcategorycode - is there a way for me to retrieve the value in jscript so I can do the necessary logic? Any help much appreciated. Tag: Records in a Custom Entity Tag: 55100
  - 13
    - Send Direct Email, Email Templates and Attachments Hello - In V3.0 it is nice that now we are able to attach a document to to a workflow email. This doesn't not work however when you want to send a direct email to a group of Customers. We still cannot send a direct email using an email template AND attach a document. Does anyone have any new workarounds for this or is it still just create a webpage for the attachment and include the link in the email template? Thanks, Amy Tag: Records in a Custom Entity Tag: 55099
  - 14
    - Single user alternative to Goldmine or ACT! My impression is the MS CRM is not intended for single user, with Desktop and Notebook PC and database of 40,000 contacts. Cost is also a consideration. What I know of MS Outlook with Business Contact Manager does not appear to be ideal either, though I'd like integration with Outlook and don't need Exchange. Am I on track here? Any suggestions for products I should look at? John "J.J." Jackson Tag: Records in a Custom Entity Tag: 55096
  - 15
    - Word Wrap in Email Folks, I receive email without line breaks at the end of each line. CRM displays the text as one LONG horizontal line of text. Does someone know of a setting where I can have the CRM email window automatically word wrap at the end of the displayed window? Timothy -- CRM 1.2 /C360 user Tag: Records in a Custom Entity Tag: 55095
  - 16
    - email server requirements Does Microsoft CRM 3.0 Require us to host our own exchange server? Currently our email server is hosted by our web hosting company. Tag: Records in a Custom Entity Tag: 55094
  - 17
    - CRM 3.0 Exchange Router Credentials? Does anyone know what credentials / login the router uses to connect to the CRM server? Does it store it somewhere and does the login have to be a CRM User? Thanx -- Glen Howie Microsoft CRM Product Specialist WolfBridge Solutions www.wolfbridgesolutions.com Tag: Records in a Custom Entity Tag: 55084
  - 18
    - Passing Parameters from One DataSource to the Next for CRM 3.0 I am writing a report in Reporting Services (RS) 2005 I have one Data Source extracting a values from one Database and another extracting from another Database. I need to use a value from the first dataset to use as a parameter for the next dataset. I create a report parameter and set the default value from the query. In the second data source i set the query as ="exec plcCRPricelistTesting " & Parameters!CUSTNMBR.Value & " " I am executing a sproc, I have to use queries it doesn't matter the issue is that that Parameter causes the report to fail. All works just fine when in Visual Studios but when I go to Reporting services to view the report I get this error. An error has occurred during report processing. (rsProcessingAborted) Cannot set the command text for data set 'CRM'. (rsErrorSettingCommandText) Error during processing of the CommandText expression of dataset 'CRM'. (rsQueryCommandTextProcessingError) Any help will be greatly appreciated. Tag: Records in a Custom Entity Tag: 55080
  - 19
    - Update values in invoiced contract? I need to update some fields in a contract that is released for invoicing. Fields include info such as date for next yearly invoice and new number of items in a contract item. Suggestions? Tag: Records in a Custom Entity Tag: 55077
  - 20
    - .NET Assembly works, but not via Workflow...What am I doing wrong? Hi, I am having an issue with getting the e-mail portion of this code to work from workflow. I can get it working via a Win32 app (for testing), but for some reason cannot get the code to run via workflow. The task creation works fine (using both Win32 app and using workflow), but cannot seem to get the e-mail to work. Workflow Monitor says all is well (but it is not). Anybody have any ideas on what I need to do? My workflow service is running under DOMAIN ADMIN and DOMAIN ADMIN is part of PrivUserGroup, SQLAccessGroup, ReportingGroup, SQLRepl, UserGroup . Thanks for the help. - Keener Here is my code: public void CreateInitialCaseTask(Guid IncidentID) { CrmService service = new CrmService(); service.Credentials = System.Net.CredentialCache.DefaultCredentials; email email = new email(); email.regardingobjectid = new Lookup(); email.regardingobjectid.type = EntityName.incident.ToString(); email.regardingobjectid.Value = new Guid(IncidentID.ToString()); email.subject = "This is a test from .net assembly"; activityparty activitypartyFrom = new activityparty(); activitypartyFrom.partyid = new Lookup(); activitypartyFrom.partyid.type = EntityName.systemuser.ToString(); activitypartyFrom.partyid.Value = new Guid("{D7003CCE-3BE8-4FCC-A95E-80500A59B074}"); activityparty activitypartyTo = new activityparty(); activitypartyTo.partyid = new Lookup(); activitypartyTo.partyid.type = EntityName.contact.ToString(); activitypartyTo.partyid.Value = new Guid{C3744E96-A40E-4D9F-87B5-68FDD609AB4C}"); email.from = new activityparty[]{activitypartyFrom}; email.to = new activityparty[]{activitypartyTo}; task task = new task(); task.regardingobjectid = new Lookup(); task.regardingobjectid.type = EntityName.incident.ToString(); task.regardingobjectid.Value = new Guid(IncidentID.ToString()); task.subject = "This is a test from .net assembly"; task.ownerid = new Owner(); task.ownerid.type = EntityName.systemuser.ToString(); task.ownerid.Value = new Guid("{D7003CCE-3BE8-4FCC-A95E-80500A59B074}"); try { Guid gTaskId = service.Create(task); Guid gEmailId = service.Create(email); } catch (System.Web.Services.Protocols.SoapException er) { er.InnerException.ToString(); } } And here is my workflow.config: <workflow.config xmlns="http://microsoft.com/mscrm/workflow/" allowunsignedassemblies="true"> <methods> <method name="Add date and time" assembly="Microsoft.Crm.Platform.WorkflowAssembly.dll" typename="Microsoft.Crm.Platform.Workflow.BuildIn" methodname="AddDateTime" group="Date and time functions"> <parameter name="Date and Time" datatype="datetime"/> <parameter name="Years" datatype="integer" default="0"/> <parameter name="Months" datatype="integer" default="0"/> <parameter name="Days" datatype="integer" default="0"/> <parameter name="Hours" datatype="integer" default="0"/> <parameter name="Minutes" datatype="integer" default="0"/> <result datatype="datetime"/> </method> <method name="Subtract date and time" assembly="Microsoft.Crm.Platform.WorkflowAssembly.dll" typename="Microsoft.Crm.Platform.Workflow.BuildIn" methodname="SubtractDateTime" group="Date and time functions"> <parameter name="Date and Time" datatype="datetime"/> <parameter name="Years" datatype="integer" default="0"/> <parameter name="Months" datatype="integer" default="0"/> <parameter name="Days" datatype="integer" default="0"/> <parameter name="Hours" datatype="integer" default="0"/> <parameter name="Minutes" datatype="integer" default="0"/> <result datatype="datetime"/> </method> <method name="CreateTask" assembly="AutoSend.dll" typename="AutoSend.Class1" methodname="CreateInitialCaseTask"> <parameter name="IncidentID" datatype="lookup" entityname="incident"/> </method> <method name="Execute" assembly="Microsoft.Crm.Platform.BulkOperationControlAssembly.dll" typename="BulkOperationControlService" methodname="Execute" group="BulkOperationControl" isvisible="0" timeout="7200"> <parameter name="Caller" datatype="caller"/> <parameter name="BulkOperationId" datatype="lookup" entityname="bulkoperation"/> <result datatype="string"/> </method> </methods> </workflow.config> Tag: Records in a Custom Entity Tag: 55073
  - 21
    - 3.0 Upgrade Error I am working on upgrading a 1.2 redeployment on a test server to 3.0. There is a problem during the upgrade process. The log file reports the following error: Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. Item has already been added. Key in dictionary: "6" Key being added: "6" Can anyone help? Thanks -- Judd Heckman Tag: Records in a Custom Entity Tag: 55069
  - 22
    - CRM client on a non-domain member PC? Hi, Does anybody know a workaround for using the CRM client on a workstation that is not a member of the domain where CRM is installed? It seems ridiculous that Microsiff require everything to be on a domain to do anything!! Basically, we have a very complex University site, with multiple subnets, AD's independently managed, etc. We want some users who are not a member of any domain to access our new CRM site, and others who are members of other domains (not trusted with ours). They all use Outlook 2003 using RCP over HTTPS and Exchange Server 2003 fine, and we're rolling SMS soon as we've managed to obtain a workaround for SMS 2003 that does not require the clients to be a member of domain either. I reckon that if I could get beyond the installer for the CRM desktop client, it will probably work in theory, but obviously I can't even get beyond the installation because it appears to do some sort of enumeration of the local workstations domain membership and currently logged in user (i.e. DOMAIN.COM\username), which it then passes to the CRMSERVER.DOMAIN.COM:5555 site for checking permissions, etc before continuing the install. Is there anyway I can trick the installer using a VBScript to set a 'fake' variable for our domain membership - any CRM developers on here that can help me with exactly how the CRM client installer enumerates the local workstation??? Cheers, Steve Tag: Records in a Custom Entity Tag: 55066
  - 23
    - how can I publish the changes made after customizing a form? I have installed CRM Server 1.2 and I connect to my Home page from a WinXP workstation with CRM Client (http://servername). My user account has administrative privileges. However, when I customize the form in â??Lead Customizationâ?? and add new values in the â??Lead sourceâ?? drop-down list (located in Details tab), I realize that I cannot deploy these changes. After looking for information in CRM help files, I have found the following instructions: â??After you have customized a form, perform the next procedure to ensure that the changes you have made are saved to the database and will be reflected in the product. Publish a customized form: 1. After customizing a form, connect to the server on which Microsoft CRM has been installed. 2. On the Start menu, point to Programs, point to Microsoft CRM, and then click Deployment Manager. 3. In the Deployment Manager, right-click the Deployment Manager node, point to All tasks, and then click Publish Customization. 4. In the Object Publisher dialog box, select the check box for the form you customized and then click Next. 5. In the Publish to Web Servers dialog box, click Add. 6. In the Select Web Server dialog box, select the Web servers you want to publish to and click Add. Note The Web Servers must all be using the same database. 7. Click Finish 8. In the Status dialog box, click OK. â?? I have followed the steps above, but when arriving at step 5 no server name is displayed and after clicking Add (still in step 5), the application hangs, so I cannot select any Web Server (step 6), and finally I have to end the task from Task Manager. I have IIS installed in the CRM Server and also in the Exchange Server. All the services related to CRM, Exchange, IIS, ASP, SQLâ?¦ are started and running. How could I solve this problem of publishing? Thank you in advance AnaÃ¯s Tag: Records in a Custom Entity Tag: 55065
  - 24
    - Import Leads - Browser or Outlook? Hello, Just switched over to CRM from another product and want to import everybodies contacts as Leads. My question is, is there a way of importing the leads through Outlook, and if so, how. Or do I need to import them using the Browser interface. From Outlook, I cant seem to find any menu option from Leads to perform a bulk import, just to create one lead at a time. Many thanks Tag: Records in a Custom Entity Tag: 55061
  - 25
    - Customization Enteties. Assigning default value. From the Lead form it is possible to create for example ne Opportunity object. But the last is customized. It contains new attribute with, for example, the datetime type. As default this value should be of the current date or a some static value. How could it be implemented? Tag: Records in a Custom Entity Tag: 55060
- Next
  - 1
    - Calling SQL in ON_LOAD Event Does anyone have any JScript on how to call SQL from a form ON_LOAD event? I want to populate a few fields with information stored in a separate database. Thanks, John Tag: Records in a Custom Entity Tag: 55055
  - 2
    - Get Offline Error After making the get offline in a WinXP SP2 SFO, the sincronization is made. After that, when we try to open the contact windows inside outlook, we get the following error: METADATA CACHE ERROR. No entity. In the event viewer the following error is created: MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Excepo de HRESULT: 0x80040E00. Error Message: Excepo de HRESULT: 0x80040E00. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) I appreciate any help... many tanks, vagg Tag: Records in a Custom Entity Tag: 55054
  - 3
    - Custom entity import Hello, everybody, Can anyone help me with the following question: apart from leads and accounts we have some kind of pre-leads, i.e. the big list of names with addresses which are then mailed, etc. This is not the lead, but can become a lead after the person mailed expresses some interest. The objectives are: 1) Create new entity 'pre-lead' - done 2) Import there 3000 pre-leads from csv file 3) Be able to promote pre-lead to lead or account (just like we do this with lead->account) Problems: Can't find the way to import to this custom entity (only lead, account, company are available as an option). Also suggestions how to implement promotion pre-lead->lead are very much welcome! Is it possible at all? Thanks! Alex Tag: Records in a Custom Entity Tag: 55050
  - 4
    - Cannot log on to the system After upgrade from 1.2 to 3.0 Hi The CRM Server 1.2 upgrade to 3.0 and SQL Server 2000 sp4 in the Same box. Windows Server 2003 SP1 Environment After upgraded from CRM 1.2 and everything went good. When i tried to log on to the CRM 3.0 i recieved the following error: Authentication Error Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator. I have checked the authetication is checked to Windows integrated but received the same error message. Any help would be great. Thanks, gilbert Robinson Tag: Records in a Custom Entity Tag: 55048
  - 5
    - Sitemap "Area" - Privilege Is it not possible to lock down viewing of an area button (on the left toolbar). In the SDK it states that you can only have "One per parent element." and the parent element is sub area. Am I understanding this correctly that you cannot block access to an area with the privilege element. If not, is this possible by some other mechanism? Tag: Records in a Custom Entity Tag: 55043
  - 6
    - Laptop Client user permissions In version 3.0 of the CRM laptop client, does anyone know what the minimum user permissions are to enable the offline functionality. Do special permissions need to be given to the user to allow them to run MSDE? As power user MSDE does not start. Thanks, Scott Tag: Records in a Custom Entity Tag: 55042
  - 7
    - CRM 3.0 via web browser Hello I have installed CRM server3.0 on SBS 2003 + sp1 and it is working properly. SBS is installed in the environment of WMWARE and my company has also AD "Falkon" with windows server 2003. I want to use CRM from web browser after logging on the AD "Falkon" i can use and make changes in sharepoint portal by using 162.9.134.132:8081 and with 162.9.134.132 i can see welcome page from SBS 2003 but when i try to connect CRM via web browser using IP 162.9.134.132:5555 it ask me username and passowrd and after accpeting username and password but Internet Explorer closed and noting happened, CRM browser do not come. Can you guide me to solve this problem. -- Jan Eriksen Tag: Records in a Custom Entity Tag: 55040
  - 8
    - Personalizing Bulk Emails Hi Is there a way to personalize bulk emails with an email template? Thank's for some infos. Michel Tag: Records in a Custom Entity Tag: 55038
  - 9
    - Account contracts - related record view issue V3.0 We have found an issue with contracts related to sub-accounts in V3.0 - we can't get the contracts for the sub-accounts to display in the Contracts tab even if Include Related Records is checked - it only ever shows the contracts for the parent account... Is this a known issue and is there a workaround? thanks, Simon Tag: Records in a Custom Entity Tag: 55034
  - 10
    - Removing an email from a queue without deleting email from CRM Hi, Say I get an email into my personal mailbox and decide to track it in CRM (3.0). This email then appears in the Assigned queue in My Workplace. I can then accept it and it moves to in progress. Fine so far. But what happens when I've dealt with it and I need to get it out of the queue? I may not want to convert it to an opportunity, but I still need it to be in the history of the Account to which I've related it to. As far as I can make out, if I delete it, it stays in my personal inbox but disappears from the History in CRM. Other CRM packages have a "file it" option - has Microsoft omitted this by design or is there something I'm missing? TIA Grant Tag: Records in a Custom Entity Tag: 55031
  - 11
    - My In Progress queue Hi, When I track emails, open tickets etc they all show up in My Workplace - Queues - In Progress. How do I get rid of them (or archive). I mean when I resolve a case, all the emails and items regarding that case remain in the queue even though I'm done with them. Petri Tag: Records in a Custom Entity Tag: 55030
  - 12
    - Mapping Lead Fields to Account During Conversion Hello! I created some custom attributes on both the Lead entity and the Account entity, and I want the value of this custom field to be mapped to the Account entity during Lead conversion. The problem is, I'm not seeing where I can do that. It appears that the Relationship Type between the Lead and Account is "Lookup" and not set as "Mappable"? I'm not seeing an option to specify the mapping between attributes. I figure that this can't be right, so I would appreciate a shove in the right direction. I have some custom attributes I created on the Lead entity that I really want to be able to push to the subsequent Account, Contact, and Opportunity entity when the Lead gets converted. Any suggestions/help you can provide would be very helpful, and I apologize in advance if this is a dumb question. Thank you! Robyn Tag: Records in a Custom Entity Tag: 55029
  - 13
    - Download a Report in CRM V3.0 I have installed .NET and created a report, uploaded it to ReportManager and it is working fine. In CRM, under the Reports area when i try to "download" an existing report, it is giving an error as given here. The existing reports are running fine. I am working as administrator with all privileges. System.Web.Services.Protocols.SoapException: The permissions granted to user 'NT AUTHORITY\NETWORK SERVICE' are insufficient for performing this operation. ---> Microsoft.ReportingServices.Diagnostics.Utilities.AccessDeniedException: The permissions granted to user 'NT AUTHORITY\NETWORK SERVICE' are insufficient for performing this operation. at Microsoft.ReportingServices.Library.RSService._GetReportDefinition(String report) at Microsoft.ReportingServices.Library.RSService.GetReportDefinition(String report) at Microsoft.ReportingServices.WebServer.ReportingService.GetReportDefinition(String Report, Byte[]& Definition) --- End of inner exception stack trace --- at Microsoft.ReportingServices.WebServer.ReportingService.GetReportDefinition(String Report, Byte[]& Definition) Tag: Records in a Custom Entity Tag: 55027
  - 14
    - CRM and ERP Hello, Our custome is planning to buy a new ERP applicaitons Axapta or Navision. So we have good chance to place Microsoft CRM Dynamic and integrate to ERP applications of Axapta or Navision. My first question is what you suggested Axapta or Navision? Take into consideration CRM integration with ERP. if any one has integration experience? how easy or difficult this might be? any one experienced Tag: Records in a Custom Entity Tag: 55025
  - 15
    - Microsoft CRM server is not responding Hi, Workflow Manager write: The specified Microsoft CRM server is not responding. This might happen if it is currently unavailable, it is not a Microsoft CRM server, or you are not a valid user. Fro more information, contact your system administrator. How fix it? In IE i can logon to CRM. ----- wbr, Eugene Tag: Records in a Custom Entity Tag: 55020
  - 16
    - Custom searching of Contact Hi Is there any way to create a custom 'Look for' area in the Contact pane? I would like to search my contact not only providing the First or Last Name (or both of them) in the 'Look for' textbox. How could i create custom 'Look for' to search contacts based on city or email or something? Thanks in advance Tag: Records in a Custom Entity Tag: 55018
  - 17
    - Can our clients connect to our CRM from the web and see their project? I understand that I can have my windows authenticated users access the CRM product, but I need to allow clients access some of the resources, but I don't want to have to create windows accounts for them. Is there some means to allow clients to access only their part of the CRM system without having to create Windows accounts for them? -- spam999free@rrohio.com remove 999 in order to email me Tag: Records in a Custom Entity Tag: 55017
  - 18
    - crm 3 hands on lab Hi, is it possible to download the 5 word docs relating to the hands on labs?? thanks Tag: Records in a Custom Entity Tag: 55015
  - 19
    - user record authentication error for 1 user Yesterday, one of our CRM users tried to log on on the local CRM website (http://servername:5555). He received the following error message: "Authentication Error Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." Of course we first checked if this user wasn't disabled and had been assigned to a security role, this was ok. After that I started some research in Active Directory (nothing strange about this user) and the user manager of MSCRM (all ok). Searching the MS newsgroups I found that we're not the only one with these problems but the answers we found are too different and too general. By far, most answers would apply to all users instead of one single user (the other users were able to connect to the local CRM site). It's even more strange that the next day (today) the user was perfectly able to connect to the local CRM site again. Nothing has changed between yesterday and today about the setup. So the problem has solved itself for now but I want to understand what went wrong so that I can correct this when it happens in the future. Someone here who has any idea what happend? Thanks in advance for your help. Tag: Records in a Custom Entity Tag: 55014
  - 20
    - MS Biztalk adapter for CRM? Hello everyone, I'dd like to ask if currently for the CRM 3.0 they came up with a Biztalk adapter in order to provide integration with any other system... does anyone have an idea? Tag: Records in a Custom Entity Tag: 55013
  - 21
    - Taking all BU data offline Hi I am trying to find a way that a user can take all account - contact data offline in the outlook client relative to the Business Unit that they belong to. I have looked through all the options in the Local Data filters but am so far unable to find a way to do this as the Business unit field is not available in the options. Has anyone managed to do this ? Cheers Brian Tag: Records in a Custom Entity Tag: 55012
  - 22
    - Renaming the Account Entity Hi, I am currently looking at some more in depth customisations of our CRM implementation and one of the things that I am interested in doing is to rename the "accounts" entity to "organisations". Now someone mentioned to me on the customisation course that this was possible from the install process and the system went off and changed the name in all locations. This is far more preferable to manually performing the process. Is this the case, can it be done in an automated way, is there a script I can extract to do this task. Happy to redeploy the system with these changes on but not happy to manually go through the rename. Any info gratefully received. Simon Tag: Records in a Custom Entity Tag: 55010
  - 23
    - CRM 3.0 on PDA , where to look if anyone can recommend me the place where i can look into about having CRM on PDA or other mobile devices. I saw the web site of crm mobility but i think they have not yet released it. any information? thanks Aami Tag: Records in a Custom Entity Tag: 55007
  - 24
    - Activity completion in CRM 3.0 Is there an easier way to complete an activity in v3.0 for any type set, besides going back into the original activity and choosing save and complete? I have not found any other way to do this? Am I missing something? Also, is there any other easy way to generate another activity or change the status of say a phone call to an email without deleting and recreating a new activity? thanks Tag: Records in a Custom Entity Tag: 55002
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    - New Attriibute Question I am using the "Owner" field in the account entity for the Account Manager (sales guy), but I need to track who is the operations contact (a user) for the account too. Can I create a field that would allow the picklist to be a CRM user?? Is this as clear as mud? Thx, Larry Tag: Records in a Custom Entity Tag: 54989

Does anyone know if you are able to assign records within a new custom
entity to a queue in CRM (V3.0) ??

I think that I can only assign the records to a user or myself......

Thanks,

Ryan

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