CRM via Remote Desktop

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- Previous
  - 1
    - New Sales Territory Hi Everyone - I'm looking for suggestions regarding sales territories. In our company, a sales representative may be assigned multiple sales territories. To my understanding, MS CRM Territories are not able to handle this type of relationship. So my thought was to create a new entity - [company name] Sales Territory, then apply many to one relationship with Users. Many [company name] Sales Territory: One CRM USER. Unfortunately, this is not possible. Any thoughts or suggestions would be greatly appreciated. Regards, A.Akin Tag: CRM via Remote Desktop Tag: 88019
  - 2
    - BCM to CRM Migration Error I am getting an unexpected error, trying to migrate Business Contact Manger to CRM 3.0. Here is the log. Can anyone help? 8/24/2007 9:56:11 AM------>Transitioning to next screen. From: Welcome screen. To: PreconditionCheck screen. 8/24/2007 9:56:11 AM------>Connecting to Microsoft CRM Arteco_Vision_Systems_MSCRM 8/24/2007 9:56:11 AM------>Checking that Microsoft CRM Data Migration Pack is installed: Success 8/24/2007 9:56:11 AM------>Establishing connection to CDF database: Success 8/24/2007 9:56:11 AM------>Checking existence of EntityIdMap table in CDF database: Success 8/24/2007 9:56:14 AM------>Getting Microsoft CRM business unit: Success 8/24/2007 9:56:14 AM------>Checking administrative privileges. Success. 8/24/2007 9:56:15 AM------>Checking Microsoft CRM user rights. 8/24/2007 9:56:16 AM------>Checking prerequisites: Success 8/24/2007 9:56:16 AM------>Transitioning to next screen. From: PreconditionCheck screen. To: BCMSourceSelection screen. 8/24/2007 9:56:37 AM------>Verifying Outlook with Business Contact Manager source: Success 8/24/2007 9:56:37 AM------>Transitioning to next screen. From: BCMSourceSelection screen. To: UserMapping screen. 8/24/2007 9:56:37 AM------>Loading users from Microsoft CRM 8/24/2007 9:56:49 AM------>Transitioning to next screen. From: UserMapping screen. To: TerritoryMapping screen. 8/24/2007 9:56:49 AM------>Loading territories from Microsoft CRM 8/24/2007 9:56:53 AM------>Transitioning to next screen. From: TerritoryMapping screen. To: ConfigurationSummary screen. 8/24/2007 9:56:53 AM------>Selected mapping for users and territories 8/24/2007 9:56:53 AM------>The following territories will be mapped to Microsoft CRM territories: 8/24/2007 9:56:53 AM------>* North to North 8/24/2007 9:56:53 AM------>* Southwest to Southwest 8/24/2007 9:56:53 AM------>* Northeast to East Coast 8/24/2007 9:56:53 AM------>* Southeast to East Coast 8/24/2007 9:56:53 AM------>* Northwest to Northwest 8/24/2007 9:56:53 AM------>* South to South 8/24/2007 9:56:53 AM------>* West to West 8/24/2007 9:56:53 AM------>* East to East Coast 8/24/2007 9:57:01 AM------>Transitioning to next screen. From: ConfigurationSummary screen. To: ConfigureCRM screen. 8/24/2007 9:57:01 AM------>Initializing CDF database... 8/24/2007 9:57:09 AM------>Resolving Outlook with Business Contact Manager configuration IDs to Microsoft CRM 8/24/2007 9:57:09 AM------>Reading transactional data... 8/24/2007 9:57:20 AM------>Reading data from Outlook with Business Contact Manager entity: Account 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: Contact 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: Opportunity 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: ActivityTask 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: OpportunityProduct 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: BusinessNote 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: Document 8/24/2007 10:00:49 AM------>Reading data from Outlook with Business Contact Manager entity: ActivityPhone 8/24/2007 10:00:49 AM------>System.Data.SqlClient.SqlException: Invalid length parameter passed to the SUBSTRING function. at System.Data.SqlClient.SqlDataReader.Read() at System.Data.Common.DbDataAdapter.FillLoadDataRowChunk(SchemaMapping mapping, Int32 startRecord, Int32 maxRecords) at System.Data.Common.DbDataAdapter.FillFromReader(Object data, String srcTable, IDataReader dataReader, Int32 startRecord, Int32 maxRecords, DataColumn parentChapterColumn, Object parentChapterValue) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable, IDataReader dataReader, Int32 startRecord, Int32 maxRecords) at System.Data.Common.DbDataAdapter.FillFromCommand(Object data, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable) at Microsoft.Crm.Tools.BCMMigration.Components.BCMReader.ExecuteQuery(Request objectRequest) 8/24/2007 10:00:49 AM------>Application Terminated: Unable to read data from Outlook with Business Contact Manager. Tag: CRM via Remote Desktop Tag: 88018
  - 3
    - New task email notification We are mostly using CRM for customer cases. I need to create an e-mail template to send (ad hoc) to a user when a new task is created for them from inside a case. I want to include fields from the task and the case. I can obviously create one with details from the case, but it is possible to include task fields and to "send to task owner" on demand? Tag: CRM via Remote Desktop Tag: 88011
  - 4
    - Iframe product in Outlook client Hi I have a little problem. I have made a customization in CRM where I need to get to some data in the product from an saleslinie product. The way I do this is to have an Iframe and in the onchange event of the product i get the id for the product and use that to get the product data in an iframe. From here I get data from 3 new entities that is related to products, but I need to be able to change these and get the new data on the salesorder line. I change the data through lookup fields on the product and javascript put these values to values on the salesline. This works perfect in the browser but not in the outlook client. Here it's not possible to change the data in the product, they are greyed out. My idea is that this is because you can't edit products in the Outlook client it somehow sees this and disallow change. But it is in an Iframe, is there anyway to get this to work from the Outlook client. Maybe setting something so that it doesn't think it is called from Outlook ? Jack Tag: CRM via Remote Desktop Tag: 88002
  - 5
    - CRM 3.0 KB927751 Update Roll Up Install Problem Hi, I'm running CRM 3.0 Small Business edition on Windows Small Business Server 2003 R2 with SQL 2005. When I try to install the update roll up (KB927751) It unpack the files, but before the instalation starts, it comes up with an Installation Error saying: "Setup failed to update the database. The installation of this update has stopped." Does anybody have any clues as to what might be causing this? The rest of the CRM appears to work fine. Thanks in advance Tim Tag: CRM via Remote Desktop Tag: 88000
  - 6
    - Campaign / Marketing List Problems I have a couple of issues around my Campaigns / Marketing Lists and hoped someone may be able to help. N.B. I am currently using Scribe for data migration 1] I can migrate Campaign data and also Marketing List data but I cannot relate the two to each other as Scribe does not expose the CampaignItemBase or CampaignActivityItemBase entities. I do not believe this would be possible using the DMF either. I also need access to these entities to add products to Campaigns. Any suggestions? 2] I need to migrate in excess of 6 million Marketing List Members. Scribe will take c.4 weeks of processing time to do this. If I use code and access the web service I estimate I can reduce this slightly but not greatly. This seems like a ridiculous amount of time for that amount of data? Thanks Tag: CRM via Remote Desktop Tag: 87999
  - 7
    - Update of the field "Last Modified On" As far as I remember, in MSCRM 1.2 when you change the access level of a role privilege in an entity (i.e. account, case, etc), the system updates the field "Last Modified On" for all records of this entity with the current date. This is very serious problem in case you use this field for reporting issues. Do you have any idea whether this do happen in MSCRM 1.2 and if so, has this issue been resolved in version 3.0 ??? Thank you very much... Tag: CRM via Remote Desktop Tag: 87997
  - 8
    - Signature in CRM like Outlook Hey, where new to CRM. We are using Outlook as the default client, and in there we have made signatures for our people. But when the sales people vil make a appointment with a client, theres no email-signature in the appointment view. Is it possible to makes this automatic ? Best regards Kim Tag: CRM via Remote Desktop Tag: 87990
  - 9
    - Can Custom button access form variables? Hi all, I have a custom navbar button on account screen. If the user clicks the button, i want to check if the relationship type =4 or not. I know i can do it via SDK but is it possible to do via Javascript? Just to get the value from the record without going into .net and sdk? Tag: CRM via Remote Desktop Tag: 87987
  - 10
    - CRM 3.0 bug sending to SMTP? When I send email from the outlook client, there are absolutely no problems. However, when I send an email from the web interface, I get an error stating "Invalid Association" and "The request association is not valid." whenever the contents of the email contain a carriage return or formatted text (such as coloring). I have read the knowledge base article that associates this error with SMTP settings and authentication, however the same mail message will be processed if I remove the carriage return. Has anyone else encountered this problem? -Mike -- Micheal LoPatriello Coordinator, Luna Development mlopat@lunadevelopment.com http://www.lunadevelopment.com Tag: CRM via Remote Desktop Tag: 87986
  - 11
    - Reporting Services Error Hi, I created a report that pulls info from the ContractExtensionBase table, ContractBase, and ContractDetailBase table. The report runs fine under the System Admin Account however every other user is unable to run it. The error i get is: "An error has occurred during report processing. (rsProcessingAborted) Query exection failed for data set 'CRM'. (rsErrorExecutingCommand) Select permission denied on object...." I tried playing around with the permissions on other roles but still get the same error. I have created reports before and never had this problem. Anyone have a similar problem? Tag: CRM via Remote Desktop Tag: 87981
  - 12
    - after forwarding a promoted e-mail, Outlook crashes This is with CRM 3.0, and a fully patched xp sp2 client using Office 2003 sp2, again fully patched. After a sent item is promoted to CRM, if I try to forward that promoted item from my sent items folder, Outlook crashes. I have been able to replicate this problem on several different clients. The application log on the clients get the following: Faulting application outlook.exe, version 11.0.8118.0, stamp 456628bf, faulting module outllib.dll, version 11.0.8118.0, stamp 4566283d, debug? 0, fault address 0x002492c5. Has anyone encountered this error before? Should i be able to forward a promoted sent item? thanks, chris Tag: CRM via Remote Desktop Tag: 87978
  - 13
    - Rollup 2 installed, Help/About still says 3.0.5300.0 We have installed the Rollup 2 update on two separate computers. Each time the install seems to complete successfully. Unfortunately the Help/About version number does not change. One of the laptops being installed (or not?) still receives the saInsert error message when doing an Offline sync, which was supposed to fix the problem. Am I to conclude the Rollup install failed? What are my other options to apply the rollup? Thanks, -- Steve Luc Senior Consultant InfoGrow Corp (330)929-1353 x222 Tag: CRM via Remote Desktop Tag: 87977
  - 14
    - Creating Dev Environment of CRM 3.0 problems I have just completed running a redeploy of CRM 3.0 to create a Dev environment with in the same domain. I created a new Organizational Unit to seperate the product from the dev install. Everything appeared to got okay until I started the web client, I am not seeing any of the entities, Account, Contact, etc. I only see general areas such as Articles and Reports. I also have c360 installed, which I reinstalled in the dev. When I try to access a c360 function I get an Error dialog saying to contact your system administrator (Me???). I have no idea where to go from here, any suggestions? Al Pemberton Tag: CRM via Remote Desktop Tag: 87974
  - 15
    - Unresolved Contacts on Appointments I am receiving strange behavior with the CRM resolving contacts for appointments. If I create an appointment and invite nobody (i.e. I am the organizer but no atendees) and then track in CRM, it works fine. Appointment goes into the CRM and I am set as the Owner and Organizer and there are no required atendees. If I create another appointment and invite 1 person who is a user (not a contact) and then track in CRM I receive an error indicating that "No resources have been selected for this activity" and asks me if i want to continue. I click yes so it pushes it into the CRM. When I go to view it in the CRM it shows the required person (the user that I invited) as being unresolved. It also shows the organizer (me) as unresolved even though it was able to resolve the owner (me again). I have double checked that I have no other contacts in the system with the same e-mail addresses as our two users. Only 1 user each. Why would it not resolve those users? We often create internal meetings between users. Tag: CRM via Remote Desktop Tag: 87972
  - 16
    - Attributes Our parent Business Unit is a manufacturer. Our child Business Unit is a distributor. We need some fields that pertain only to a distributor, not a manufactuerer. Is there any way besides a field level security third party add-on to add attributes and have them seen only in the business unit that added them? Tag: CRM via Remote Desktop Tag: 87971
  - 17
    - Advanced Find - use columns from parent customer? I'd like to set up a query that pulls a list of contacts and their parent customer's address information. Logically this is so I could send a mailing out to all employees of certain accounts but send it to the account's mailing address, not the address of the contact. Is this possible? The reason I need to do this is because we store the contact's *personal* address in their record and the company address in the parent customer's record. If it is not possible to do the above, how are other people handling this situation? Duplicating the account address in the contact's record and storing the personal address under more addresses? Tag: CRM via Remote Desktop Tag: 87967
  - 18
    - Batch editing of the Owner attribute I have Administration rights. I want to change the Owner of a large number of Records. When I go into Batch Edit the Owner field is grayed out. How should I do it? Tag: CRM via Remote Desktop Tag: 87964
  - 19
    - Searching Help gives error Hello, I can open the Help contents from the Menu bar or the blue question mark but when I type in a search term I get "Server error in '/' Application", "service is not running". Seems like I know this but am stumped. Thank you for your help, Mark Tag: CRM via Remote Desktop Tag: 87957
  - 20
    - Adding Outlook Contacts to CRM One of the issues we face in deploying CRM in the legal market is how to allow users to add their contacts to CRM efficiently. To date, we've only been able to advise them to click the "Track in CRM" and "Set Parent" buttons for each of their business-related contacts. We've considered exporting each user's Outlook contacts to CSV, importing them to CRM, deleting their Outlook contacts, and pushing their CRM contacts to Outlook. But that would also be time-consuming, and potentially disastrous if any errors cropped up in the process. And since not all fields are synched, information could be lost. We'd like a process whereby we take all of a user's Outlook contacts, or all those marked with a certain category, and add them to CRM. Is there anything we're missing in 3.0 that would help? And is there anything in Titan that would help? I haven't installed CTP3 yet, but the supporting documentation isn't promising. Thanks, -- Peter T. Schmidt Director, CRM Consulting Client Profiles Dynamics Corp. Tag: CRM via Remote Desktop Tag: 87951
  - 21
    - Use button in Outlook to open CRM folder Problem creating custom button from Microsoft CRM in Outlook 2007: Hi, I'm trying to create a button in outlook linking to a Microsoft CRM page using Microsoft CRM. I've installed the Laptop client for Microsoft CRM and I got a Microsoft CRM menu under mail folders in the Outlook 2007 client. i.e. the Account menu links to http://localhost:2525/_root/stage.aspx?url=%2F_root%2Fhomepage.aspx%3Fetc=1&id=nav_accts If I click the accounts menu under Microsoft CRM the Account list shows, but if I create a button in ISV.Config with "outlook-only" parameter the account list doesn't show when I click it and standing in my Inbox or any other mailbox (same link as above). If I navigate to Contacts under Microsoft Crm and then click the button again it navigates to the Account list. The problem seems to be that the explorer window is not visible when Inbox is open and therefore the Accountlist won't show, but when I'm already in the Contacts list the explorer window is visible and I'm therefore able to navigate to the Accounts list. So the question is, how can I make the explorer window in Outlook visible when I push the button and I'm currently viewing my Inbox? Tag: CRM via Remote Desktop Tag: 87939
  - 22
    - CRM Templates HI Does anyone has CRM Verticals Templates for Manufacturing & Government... Details are available on www.codepex.com/crmverticalstemplates Not being able to download!!!!! Regards Tag: CRM via Remote Desktop Tag: 87938
  - 23
    - Recurring service activities Apologies for the number of (exasperated) posts lately! Having frankly an awful day of discovery of the things that we are absolutely relying on CRM to be able to do, but that it does not seem to....! Does anybody have a need to add recurring service activites?? We do! We have service contracts we need to honour on an annual, quarterly, and sometimes weekly basis. These services really need to be scheduled in advance. I'm getting very very concerned at this point!!! If anyone can provide guidance I would be most appreciative! Regards, Martin. Tag: CRM via Remote Desktop Tag: 87936
  - 24
    - Adding multiple files to an account (notes) Hi, I was wondering if anyone had found a way around the problem of CRM 3.0 not allowing the uploading/attaching of multiple files to the notes field of an account record. Our CRM users need to be able to upload, say 10 jpgs of works carried out at a time, and i'm concerned they will not use the system properly if they have to repeatedly a single file ten times every time they use it. Come on CRM!!! This is basic stuff!! Has anyone found a way of doing this? Many Thanks, Martin. Tag: CRM via Remote Desktop Tag: 87935
  - 25
    - any solution to add "find columns" when adding existing accounts to quotes? Hi, Is there any solution available to search on the "parent customer" when adding "other contacts" (button add existing contact) to e.g. a quote? It seems to be another view than the standard views (quick find or lookup view) in which you can add "find columns", such as parent customer... you have e.g. the same issue when hitting the magnifying glass on the email activity for adding cc records (although this actually is a lookup view, there seems to be a "bug" that i doesn't use the added "find columns")... Tag: CRM via Remote Desktop Tag: 87932
- Next
  - 1
    - PLEASE HELP => MSCRMFaxRouterService - error I got a huge proglem with CRM 3.0 => I keep getting this error-message in the application event logs: Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to initialize the fax analysis module for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder)). ---> Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. MORE INFORMATION: - it has an event id of 0 (none) - the error-message appears every 6 minutes (sharp) - when this error-message appears the whole crm-system is unaccessible - or wonÂ´t respond - when I deactivate/re-activate the Fax-Router-Service on the server OR restart the whole server, the error message is gone and the CRM works fine, BUT after 2-3 days the error-message reappears and the whole crm is stuck againâ?¦ MY SYSTEM: - windows SBS server 2003 - service pack 2 - CRM 3.0.5300.10 - (incl. Updaterollup 2) - IÂ´m using the CRM-Outlook-Client IÂ´d really appreciate if someone could help me with this problem or maybe tell me who I can turn toâ?¦ Chris Tag: CRM via Remote Desktop Tag: 87931
  - 2
    - System.NullReferenceException when creating a new report? Hello. When Trying to upload a new report via the CRM Report Manager I get a System.NullReferenceException (Stack below). It seems as if this function has an error. We already installed some 'service packs'/roll ups, is there a special package we need to get the CRM Report Manager running? Greetings Jens [NullReferenceException: Der Objektverweis wurde nicht auf eine Objektinstanz festgelegt.] Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context) +115 Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description, String xmlContent, String showin, String relatedentity, String category, CrmContext context, String filename, String origFilter) +136 Microsoft.Crm.Reports.ReportCache.CreateSRSReport(String name, String description, String template, String showin, String relatedEntity, String category, String filename, Boolean isNewReport, String defaultFilter) +100 Microsoft.Crm.Application.Platform.Report.InternalCreate(String xml) +629 Microsoft.Crm.Application.Platform.Report.InternalCreateAndRetrieve(String xml, String columnSet) +9 Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve(String columnSet) +131 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +286 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm() +202 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: CRM via Remote Desktop Tag: 87930
  - 3
    - workflow manager in CRM 3.0 Is it possible to use Workflow Manager to trigger the sending of an e- mail to certain users if any change is made to an Account? Tag: CRM via Remote Desktop Tag: 87924
  - 4
    - Picklists - Deleting Values Say I have a picklist called 'Type', that has 10 values. When I open Account ABC the Type = Customer. Now I delete the value Customer out of the picklist. Then when I open Account ABC, the value is removed out of the picklist BUT all the accounts maked Customer now have a blank/null value displayed as the picklist value. So the text label for Customer is gone. However, if I query via Adv Find and use the integer value that represents Customer, all the accounts still return. Is there any way to delete a value out of the picklist and still keep the text that was deleted as the value? Right now, there is no way to figure out who was marked Customer. Thanks, James Tag: CRM via Remote Desktop Tag: 87919
  - 5
    - Error when attempting to install Microsoft Dynamics CRM 3.0 Laptop Client for Outlook Hello. I am having a lot of trouble installing the CRM 3.0 Laptop Client for Outlook. Here are my error messages: Error reading from file D:\PFiles\MSCRM\Client\res\web\_controls \htmlbar\_imgs\cmd-unsubscribeLink.gif. Verify that the file exists and that you can access it. Action Microsoft.Crm.Setup.Client.InstallClientAction failed. Fatal error during installation I can browse to the location mentioned in the first error and find the file, however, I cannot open it within Adobe or other similar products. There are two more .gif images with the same problem as well (cmd-subscript and cmd-superscript). All other images in this directory open normally. When I view "Properties" on the images, their sizes are comprable to the others that open fine. Here is my error message when trying to open the .gif images in Adobe Photoshop: Could not open "D:\PFiles\MSCRM\Client\res\web\_controls\htmlbar\_imgs\cmd- unsubscribeLink.gif" because the file-format module cannot parse the file. Are these three files causing the installation errors corrupt??? Do I need a different CD? Any prompt help will be greatly appreciated. Thanks, Dan Tag: CRM via Remote Desktop Tag: 87918
  - 6
    - Outlook rearranging CRM contact data Hi, I'm currently a good distance into our CRM implementation and have been wrestling with the decision of whether to roll-out primarily in Outlook or the web client. The users are already familar with Outlook, and it has appeared until now to do most of what they'll need to do on a daily basis. Something has struck me today though that has got me quite worried regarding the Outlook client. Having imported a test data set of contacts into the CRM through the web client (having first spent much time - days - cleansing the data), i've gone into the Outlook client and opened, and edited, a contact address. On saving, a window pops up asking me to verify the address - that the data is in the correct fields - it is NOT (but was previously, before Outlook opened it). Firstly, this really perturbed me, i'd just spent days cleansing our data and for Outlook to rearrange it in one fell swoop is, at the least, worrying. Not only that but Outlook doesn't take any field customizations from CRM. We have no 'States' here to speak of, and the nearest 'City' is over a hundred miles away. We deal with Villages, Towns, and Counties. I've got a few questions in mind at the moment.... 1) Am I right in thinking that in this case there are data integrity problems between CRM and Outlook? 2) Has anyone come across any other data integrity problems between CRM and Outlook? 3) Is there a fix in Outlook? 4) Email tracking in our CRM is vital. Can we still do it easily if we DON'T install the Outlook client and use CRM Web and Outlook separately? I.e. can a good level of email tracking take place between the Exchange Server (which we haven't yet set up) and the CRM? Sorry for the points! Seemed the best way to communicate what I wanted to communicate. Many Thanks in advance for your feedback. Martin. Tag: CRM via Remote Desktop Tag: 87916
  - 7
    - CRM creating a duplicate email I have a client that is experiencing a weird occurrence, on a regular basis. When an email is sent and tracked in CRM, they almost always copy the other 5-6 members of the company. Often, not sure if always, when you check the entity that is regarded in the email, there are two copies of the email. The original email is owned by the person who sent the email. The "copy" email is always owned by one of the persons on the CC:. The "new" owner seems to be set randomly. Anyone seen this before or have any thoughts? Thanks, -Rick M. Tag: CRM via Remote Desktop Tag: 87915
  - 8
    - Problem assigning new owner to account record We are having a problem assiging a new owner to a specific account record. This problem does not occur with assigning other account records. After assigning the new owner, when the account form tries to save and refresh, this error message occurs: Duplicate Record A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again. There is no duplicate record in the system - either active or inactive. Thanks, -Rick M. Tag: CRM via Remote Desktop Tag: 87913
  - 9
    - Completing Campaign Activities Hey, If I create a campaign and activities and I assign the activites to another user, is there a way for the user to COMPLETE the activities all at one time (like a mass edit function) rather than having to open every darn activities and completing it b/c that takes waaaaay to long, and if there's a quicker way, then pleeease let me know:-) Thanks so much! Tiffany Tag: CRM via Remote Desktop Tag: 87912
  - 10
    - Import Multiple contacts Per Account Guys Please can you help us. We are implementing Microsoft CRM 3.0 and need to import our contact list which was maintained in Excel. Each customer has multiple contacts so we are thinking of creating Accounts first and then import the contacts but attaching them to the correct parent customer. I cannot find a way to do this. Please can you help. Tag: CRM via Remote Desktop Tag: 87905
  - 11
    - Cascading account ownership to Order ownership Hi, I have read the threads regarding cascading ownership and changing the parental to cascading none. However on the Account Order there is no parental realtionship so I how would I go about preventing the ownership of the Order changing with the account owner changes. Tag: CRM via Remote Desktop Tag: 87904
  - 12
    - Case Emails I want to write an email template which will be sent information to a third party (account & contact) to notify them about the service case from within a Case activity. I find that using workflow always put the email to the client, which I really dont want to do. Using templates to drop into an email (activity) I am opening seems to only give me access to global and account templates rather than case based templates I require. I can write the template easily as a Case template, but how do I access it? Tag: CRM via Remote Desktop Tag: 87901
  - 13
    - How To apply security roles to ISV buttons/menus Hi all, Can anyone tell me if it's possible to apply the CRM security roles on the ISV-defined buttons and menus. Because all I've found is to enable or disable ISV for a security role. But what if I want to enable only 2 buttons for role1 and 1button an a menu for role2 ? I've searched throught the ISV definition (msdn) but it seems that you can't define security in the ISV.config So where can it be done ? Thanks a lot DA Tag: CRM via Remote Desktop Tag: 87900
  - 14
    - Import Error - Lead entity does not contain attribute with name .. We have added new fields to the Lead view. We can see these fields and can add data to the fields When we try to import using the import wizard from a spreadsheet, everything goes fine ... the new fields are mapped properly and values are mapped properly , but when import, every record fails with message Lead entity doesn't contain attribute with name = new_tag1, Query builder error ? does anyone know why we get this error or how to fix ? tia jm Tag: CRM via Remote Desktop Tag: 87898
  - 15
    - unable to brows for active directory objects When installing MS Dynamics CRM 3.0 i get following error message. "unable to brows for active directory objects" Server is a member server SQL2005 Standard Edition is installed Server is member of a AD domain. I am logged in as Domain Admin Anybody knows what causes this? and how to solve this?? Kind regards Dicky-Tiesto Tag: CRM via Remote Desktop Tag: 87895
  - 16
    - DST in Update Rollup 2 As per http://support.microsoft.com/kb/927751, DST patch (925874) is included in Rollup 2, has fix for 'New Zealand Standard Time'. We installed update rollup 2, User are in New Zealand time Zone. Activities created after rollup 2, and falls under delta period (Oct 1 to Oct 7) is not reflecting DSTchanges. Does anyone encountered similar problem and found remedy? Tag: CRM via Remote Desktop Tag: 87894
  - 17
    - CRMReports folder I was trying to create a custom web report following the instructions in one of the Microsoft Dynamics CRM books, which included creating a new web application inside de server "crmreports" folder. As I wasn't able to achieve what I was trying to with that report, I deleted it and all of its associated files. Since then I can't enter again the reports section in the CRM site, and I keep getting errors from the configuration files. Is there anyway I can restore the content of the "crmreports" folder to its initial state? The error I get right now is that the 'Microsoft.Crm.Reports.Home' type couldn't be loaded, and it's originated in the home_reports.aspx page, in the following line: <%@ Page Inherits="Microsoft.Crm.Reports.Home" CodeBehind="Microsoft.Crm.Application.Pages.dll"%> I've tried copying that .dll file to the "crmreports" folder, and to a "bin" folder inside that one, but I still can't get it to work... Anybody knows of a possible solution to this all? Tag: CRM via Remote Desktop Tag: 87888
  - 18
    - Synchronization of Outlook contacts Hi , We have an issue with the synchronization of MSCRM contacts with the Outlook contacts. We have followed the below steps 1. Created a contact in MS CRM 2. synchronized with outlook o Contact shows up in outlook 3. Deleted the contact from outlook 4. updated the same contact in MSCRM ( say the email) 5. Re-synch the contact The contact does not come back to outlook. now in this situation if you reassign the contact to another person, re-synch outlook and assign him back to yourself it would re synch with outlook and appear. If any one has encountered such situation please revert back. What is the reason for this functionality ( is it a feature based on some business scenario) ? Where does outlook/ MS CRM store the data of what is synched, where we could potentially go in and reset the contacts not getting re synchronized to outlook. Thanks in advance Kiran Tag: CRM via Remote Desktop Tag: 87887
  - 19
    - where could I place description for new menu item Hi All! I have add new main menu item called "CarSerwis" within sitemap, but I don't know where to put description for it. This description should be visible in Outlook client. For example, I can see entry for sales like DescriptionResourceId="Sales_Description" - but where this description is located?? thx Magda Tag: CRM via Remote Desktop Tag: 87881
  - 20
    - Wrong time in workflow mail If we look at the properties of a created incident we have one that is created on 28-08-2007 at 10:46. In the workflowmanager there is a workflowrule which has the slug 'created on' as inserted field. If I look at this field the date is correct, but the time says 01:46 ? The timezone setting on the server is correct. What can be a solution? Cyn Tag: CRM via Remote Desktop Tag: 87880
  - 21
    - Exposing Creating User's team membership Hi, Can anyone demonstrate (or point me in the right direction) the following:- We have a number of sites, and a number of teams which map directly to the sites and have the same name as the site (eg siteA has a corresponding team called siteA). When in an opportunity, I would like to obtain the value of the creating user's team, and use this to set a value in another picklist. I am having trouble retrieving the team membership of the user that created the opportunity. Does anyone know of a way to do this? I am not even sure where to start looking at this. Thanks Fentp Tag: CRM via Remote Desktop Tag: 87875
  - 22
    - CRM with Outlook 2007 Has anyone had this issue and knows of a resolve to keep Sync Issues from reporting. The errors are so constant they eventually fill up the end users mailbox. I am asking this in CRM forum because those without CRM are not reporting a problem. - Office 2007 Sync Issues: Error syncronizing message 'calendar or contact subject' You do not have sufficient permission to perform this operation on this object. See the folder contact or your system administrator. Tag: CRM via Remote Desktop Tag: 87874
  - 23
    - MS CRM Connector and version of MS Dynamics GP Do you know if the integration through MS CRM Connectors in CRM works with MS Dynamics GP 10.0? I.e. if we sell MS CRM 3.0 and MS Dynamics GP 10.0, will they be able to integrate with the current version of CRM Connector? The documentation on PartnerSource only indicates integration with MS GP 8.0 and 9.0. -- cal Tag: CRM via Remote Desktop Tag: 87873
  - 24
    - CRM implementation Hi, could someone please provide me some insight into the following. My business is looking very closely at implementing microsoft CRM. I will be the one in charge of this project - I am primarily a network engineer, but have had some experience with microsoft access database development. What I am looking for is some information into what would be the best training course to attend, which would give me a good head start into the CRM development for our business. Your help is very much appreciated. Jurgen Tag: CRM via Remote Desktop Tag: 87872
  - 25
    - Disappearing Account Addresses Hi Everyone! I hope some one can help me make sense of Accounts â?? Addresses! I created an Address for an accounts, then click save and close. Everything appears to save fine, but once the form is saved, the record is not listed in the Accounts â?? Address list. I can find the Address using Advanced Find. If anyone can provide me with any insight, it would be greatly appreciated! Regards, A.Akin Tag: CRM via Remote Desktop Tag: 87854

I have a colleague who accesses his CRM on our server via Remote Desktop. In
the RD session, we open Outlook, go to Tools, Options, Other, Advanced, Com
AddIns and check Outlook CRM Addin. We click OK, but the Addin doesn't stay
checked and no CRM toolbar is available.

What can be done to make the CRM Addin stay checked?

Thanks,
Craig.

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Re: CRM via Remote Desktop by Marc

Marc
Mon Sep 03 07:10:01 PDT 2007

Craig - This doesn't make sense. We access CRM via RDC routinely without a
problem.

Are you sure this is problem is localized to RDC?

"CraigH" <CraigH@discussions.microsoft.com> wrote in message
news:994EC4B0-0621-4303-B8CA-2904319D371D@microsoft.com...
>I have a colleague who accesses his CRM on our server via Remote Desktop.
>In
> the RD session, we open Outlook, go to Tools, Options, Other, Advanced,
> Com
> AddIns and check Outlook CRM Addin. We click OK, but the Addin doesn't
> stay
> checked and no CRM toolbar is available.
>
> What can be done to make the CRM Addin stay checked?
>
> Thanks,
> Craig.
>

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