Reparent a contact

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  - 1
    - Moving crm3 to new server Windows 2003 SP1 CRM3 Sp1 SQL2005 SP1 New server has same Name and IP address. Moved MDF and LDF files then started CRM3 install. Install would not recognize the existing DB's. Tried Backup and restore same error. ANy suggestions would be apprecoated. Robert Tag: Reparent a contact Tag: 76247
  - 2
    - CRM Kit Products Can someone please direct me to more information about how CRM 3.0 handles Product Kits and screen filters. I want to create another screen display or filter that will show me the items within a bundle. Example: A customer has purchased 3 items and one of the items is a bundle that has 4 items in it. I want to be able for the sales staff to click on a tab in the customer display and see all the detail items purchased which in this case would be 6 items. Thanks Tag: Reparent a contact Tag: 76246
  - 3
    - Phone call resolution Is there a way to modify the Status picklist when you go to Actions, Close Phone call in a phone call activity? TIA Tag: Reparent a contact Tag: 76245
  - 4
    - Workflow won't work Hi! I have upgraded server and move CRM to this new one. Everything woks bun but workflows. Thay won't run. On Workflow Monitor I have summary page bun not details or log events. I have few paused WF and strange it seams that WF Monitor evidente when WF starts but this WF is put in pause mode. Also, when I run Enviroment Diagnostic Tool i get message: "Job Extreme_MSCRM.Update Contract States could not be found in the sysjobs table.", and similar one. OK. Sysjob is in MSDB, but this table is empty. How can I retrive this job functions and is this somehow related to workflow functionality. Regards, Vladimir Tag: Reparent a contact Tag: 76244
  - 5
    - Hiding tabs based in BU I want to hide a tab of a form based on the business unit user. Tag: Reparent a contact Tag: 76242
  - 6
    - Convert email to Case - Working Solution! Hi All, After trying to find a way to use CRM as a HelpDesk ticketing system, I finally have the system setup the way I wanted. While I did like the features C360's solution provided, I didn't want all emails to automatically convert into a case (spam, or quick questions). Anyway, I stumbled on this link, and I'm testing it now: http://blogs.msdn.com/crm/archive/2006/09/27/773825.aspx It is somewhat manual (especially if you try to convert an email from someone not already in the system - which the C360 solution provided), and it may not work for us as we get a lot of requests, but at least this what I was trying to do. I do think MS should have had these buttons out of the box. I also created some workflow rules to handle the auto generate email back to the submitter once the case was created, or closed. So far so good. What I don't like is, once you open the case, you have to click on the History, then click on the email to open it in order to start working on the challenge. This might be too many mouse clicks (again, we get a lot of requests). Chris. Tag: Reparent a contact Tag: 76241
  - 7
    - CRM 3.0 Install Not Finding IIS 5.0 or Greater On Server Hello all, I'm new to the MS CRM 3.0 world and have purchased a 3 server setup to get a test environment up. I've got AD on one server, SQL 2005 STD Ed. + 2005 SRS working on a second server and my 3rd server is the CRM server. All servers are running Windows 2003 Server R2 (x64) with all critical patches. Here is my stopping point. I'm running the install wizard for CRM and it passes all tests but this one critical one: Error| Check IIsInstalledValidator : Failure: Internet Information Services (IIS) version 5 or later is not installed. (This error is from the log file - it cannot find IIS locally on the server.) I have installed IIS 6.0 with all the trimmings and have added the MS security patch for it as well. I'm able to bring up the "under construction" page and the services are running and started. Any words of wisdom here on how to get past this little showstopper? Thanks, -Zac Anderson Tag: Reparent a contact Tag: 76240
  - 8
    - Change NVARCHAR fields I would like to be able to change NVARCHAR fields ie Job Title anyone aware if you can change to a pick list? Regards Lisa Tag: Reparent a contact Tag: 76239
  - 9
    - path metadata.xml Dear all, Does anyone know if it is possible to place the metadata.xml file in a folder other then ..\applicationdata\mscrm\metadata.xml? Thanks in advance, -- Best Regards, Dennis Schut Tag: Reparent a contact Tag: 76238
  - 10
    - Cant get CRM to see folder Im using CRM 3 with Sharepoint. I have created a field called 'new_sharepointfolder' and when a value is put into this it passes the value to an iframe on the notes tab. I keep getting either errors on page load or Error: 'crmform.all.IFRAME_documentlibrary' is null or not an object I dont understand, what have i missed? Here is my code var aName = crmForm.all.new_sharepointfolder.dataValue; var url = 'http://capital05:19675/CIL Document Library/'; if (crmForm.all.new_sharepointfolder.dataValue !=null){crmForm.all.IFRAME_documentlibrary.src = url + aName;} else{crmForm.all.IFRAME_documentlibrary.src = url;} Tag: Reparent a contact Tag: 76237
  - 11
    - Why can I resolve a case with open activity We just upgrade from CRM 1.2 to 3.0 In Crm 1.2 we cannot resolve a case if there is any activity in it. In my 3.0, I can resolve the case even there is open activity in it. Can we recreate the same behavior as crm 1.2 and have the crm give us a message to let us know that the case cannot be resolve because there still open activity in it. I check the message is still in the case but it doesnt show up. Thank. Tag: Reparent a contact Tag: 76236
  - 12
    - Associate multiple account to case Hi, My customer would like to associate to his customer case the manufacturer where he could also have case opened (for ex. he opened a case with Microsoft and would like to link this information into his customer case.). He would like to see the name, the phone number, the website and the ticketnumber associate with his customer case. I would like to know if I can find a way to pull out the information from the account entity, or if I would have to create a new entity for the manufacturers or if I will need to do some dynamic picklist and/or callouts. I would appreciate any helps our thoughts. Valerie Tag: Reparent a contact Tag: 76235
  - 13
    - diagnostc tool for MSCRM Hi, I have installed CRM 3.0, but today i can't access to CRM. The error is "HTTP 400", i'm searching this error in Microsoft and Google but i didn't find my solution, i think that my problem is DNS server but i don't know to solve. Does anyone know about some kind of tool to solve this problem? ps: Eventviewer say nothing Tag: Reparent a contact Tag: 76234
  - 14
    - CRM data access from external website Hi All, I have a fully working CRM 3.0 solution on a dedicated server on my internal network. This server is also running SQL 2005 I have an externally hosted website on a Windows 2003 Server, located on the internet. I would like to be able to let some of my customers access to certain parts of my CRM solution, so that they can see the status of an order. I have developed a website on the external server that uses ASP.NET linked to my Internal SQL server and allows ASP registered users access to certain pages. On these pages I would like to use a table that shows the information that the customers need. So far, I have managed to link back to my SQL/CRM server that contains the data on the internal network using an SQL login. The problem I have is that because this server uses a SQL login, I cannot access the FilteredReportView, which is as I understand the best way to access the required data. Now my question is, is there a way I can give my SQL login access to the FilteredReport view? Or should I link to the standard views which does work but is not in the ideal format (Picklists come up as numbers)? Or am doing this totally wrong and there is a better way? Your expert views are eagerly welcomed! Thanks MarkB Tag: Reparent a contact Tag: 76233
  - 15
    - Add Custom Activity Type I have been asked to add a custom actiivity type to the activities entity called Site Visits. Can I get some direction as to how to do this? Tag: Reparent a contact Tag: 76231
  - 16
    - What are ramifications of the choice of account owner? where could I find the ramifications or suggestions of the choice of account owner? is the field used for filtering? or security? or reporting? -- Richard Adams GreatNeck Tools Tag: Reparent a contact Tag: 76229
  - 17
    - what's the version? Hi!! how could I know if the crm 3.0 installed in my company is the hosted edition or the professional edition??? thanks -- Magy Tag: Reparent a contact Tag: 76227
  - 18
    - Error number of columns does not match the header row! on Import I am trying to import data from GoldMine into CRM and getting Error number of columns does not match the header row! can anybody help Many thanks in advance Tag: Reparent a contact Tag: 76225
  - 19
    - FetchXml - UTF-8 standard Hi All, I tried to use Fetch(fetchXml) method to get some data back from account The returned result is not compatible UTF-8 or 16. Example: In the follwing example The name field contains special characters such as "&". Is it a Bug? <resultset> <result> <name>monthly & daily</name> </result> </resultset> Any Ideas? Tag: Reparent a contact Tag: 76224
  - 20
    - infratructure for 2500 users CRM I am a Microsoft Partener from Romania and I would like to know how many CRM Servers is necesary for 2500 users. ---------------- 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=ae96447d-6c6f-46b7-9ad5-ec98c2f2c73c&dg=microsoft.public.crm Tag: Reparent a contact Tag: 76219
  - 21
    - Owner/Organiser When I have an activity (say appointment) and I assign it to somebody else, everything is as expected. However, if the organiser is changed to another person first and then the owner is being changed, then after assigning the appointment to that other person makes CRM pop-up another assign-screen. If you press Cancel on this screen the owner is already changed. My question is, when does the Assign(To) screen pop-up twice, only if the organiser is changed on forehand? Tag: Reparent a contact Tag: 76213
  - 22
    - What port should I open in my firewall to reach Exchnange for CRM Hello people, We have a couple of servers in our domain, that all have their individual Windows firewall turned on. To make the connectivity between them possible, I open every individual port as necessary. While I install CRM 3.0 on server A with Exchange being on server B, I get an error during the installation process that my Exchange server cannot be found. This sure has to be a firewall issue - when I turn of the firewall on server B, the error goes away and I can continue the installation. I tried opening port 25, but that did not resolve my problem during installation. Can anyone direct me as to which port(s) I need to open to get this running correctly and to avoid the error without turning of the firewall ? Many thanks in advance ! Regards, Mav. Tag: Reparent a contact Tag: 76211
  - 23
    - Microsoft CRM 3.0 Installation Problem - Server Binding Conflict I am doing a Microsoft CRM 3.0 Small Business Edition re-installation on a Small Business Server 2003 Premium Edition server. I am doing a custom install and I get to the System Requirements Verification window and under the category of Microsoft CRM Server User Input section I am getting an error saying "Server binding conflict with an existing Web site: Microsoft CRM v3.0. Use the existing Web site instead" Has anyone seen this error and know how to fix it? Thanks. Rick Bellefond RB Data Services www.rbdata.com Tag: Reparent a contact Tag: 76210
  - 24
    - Moving customizations from SQL 2k to SQL 2k5 CRM This may be a non-issue but I wanted to check to see if anyone has done this and ran into issues. I have the XML customization files from our previous install of CRM 3.0 with SQL 2k database. I now want to import and publish these same customizations to CRM 3.0 on SQL 2k5. Has anyone done this or can point me to documentation that tells about the success or issues for doing this? Thanks. Tag: Reparent a contact Tag: 76205
  - 25
    - how to change regarding field from an email Hello all.. When i send an email regarding a particular LEAD (or regarding anything else) and then the person i sent the email to responds and talks about some other issue say a totally different LEAD CRM already tracks this email and puts in the regarding field the original LEAD i.e. whatever I put as regarding from the original email. I would like to change the regarding field as this is causing HUGE problems for me e.g. I email an AGENT regarding a lead (10 emails back and forth are sent regarding a single LEAD (all the regarding fields are the same as the original email) - GREAT. But then 2 weeks later the agent (not having my email\contact details on file) uses my last sent email and clicks reply to me to talk about something TOTALLY different i.e. another lead or case or opportunity but now i cannot change the regarding lead because CRM automatically links it that that original lead. And i cannot go around telling people to not do this, CRM should accomodate. Hope someone has a practical solution. TIA, TC Tag: Reparent a contact Tag: 76204
- Next
  - 1
    - Workflow to export file Hi All Wondering if it is at all possible to have a workflow rule to export a csv file into a shared directory? I would like to be able to trigger this to happen when a service activity is closed so that file can be imported into an accounting application. Any assistance would be appreciated. Ian Tag: Reparent a contact Tag: 76203
  - 2
    - crm 3.0 exchange router pls help!!!since last year pending i have a crm 3.0 install on sbs2003 and run perfect except to display the e-mail queue. i did follow the instruction to setup the exchange router : 1. create crm mailbox. (CRMMail) 2. install the exchange router and point the crm mail box to CRMMail. 3. run the rule deployement wizard. 4. create a disable user account(support). check the associated external account and CRMEmailEnabled attribute for it. then i test send email to support. at exchange system manager i able to see mail is deliver to support account but seem like not able to route a copy to CRMMail because not able to see any mail sit inside the CRMMail. And there is not bounce back message to sender mention that mail is not deliver.under the queue is not pendig mail. under event log, for mscrmexrouter services , it show --------------------------------------------------------------- Processing mailbox [CRMserverURL "http://server01:5555"EmailServer."server01"EmailAccount'CRMMail"ForceReDelivery.'False'] -------------------------------------------------------------- clossing mailbox [CRMserverURL "http://server01:5555"EmailServer."server01"EmailAccount'CRMMail"ForceReDelivery.'False'] ---------------------------------------------------------------- the message show every minute. any one any idea? Tag: Reparent a contact Tag: 76202
  - 3
    - Error Going Offline - Propagating Customizations Going Offline with CRM 3.0 Outlook Client I get error "The XML passed to the platform is not well-formed XML." I have recently restored the CRM server. Can anybody refer me to a comprehensive list of what files should be manually restored after restoring the database and reinstalling CRM and connecting to that database? I can't think of any customizations I have made that would upset the system. There are some c360 modules installed, and some light customizations on the forms. I re-imported the Customizations.xml file no problem. I have applied Update Rollup 1 to Server and Client. I have tried un-installing and re-installing Outlook Client. Still same error. Any suggestions? Thanks, Boolean1 Tag: Reparent a contact Tag: 76201
  - 4
    - Mobile configuration in Settings Hello. I redeployed Microsoft CRM to a new server and whenever I go into Settings, I still have the Mobile Configuration Entity on the left-hand side under "Settings" and "Customization". Any thoughts on the best way to remove this permanently from the system - is this a sitemap.xml modifciation? Thank you all. Tag: Reparent a contact Tag: 76199
  - 5
    - Strange problem with the Price lists Hi all: I have a product named A, ok? This product appears in 3 lists Price list 1, Price 100 price list 2, price 200 Price list 3 , price 300 In this scenario, I shouldn't need to define a default price list, right? Well, it happens that if a default price list is not defined, then the product doesn't appear in any on the Price lists.... Any ideas? Alejandro Leguizamo SQL Server MVP Colombia Tag: Reparent a contact Tag: 76192
  - 6
    - How to Disable Compulsory Fields Hi Ive just started to play about with CRM and need to disable a compulsory 'Name' field in a new entity. I dont need it at all and cant use it for anything else. Do I use the forms onLoad event to put garbage in it? Although even then its displayed and ideally I just want it gone. Tag: Reparent a contact Tag: 76189
  - 7
    - Active directory Hey there, Does anyone know if we could synch active CRM users with the active directory in order to retrieve newly added or modified data? -- Montreal CRM Tag: Reparent a contact Tag: 76186
  - 8
    - CRMADDIN adjustments. Is there a way to change where the CRM toolbar displays when a new message is located? I have checked for available COM Add-In Registry keys and can not find any that would allow us to right justify the tool bar. I would really like to move the toolbar off the left hand side of the window so that it is not located directly under the â??Sendâ?? button in Outlook. -- Redadmin Tag: Reparent a contact Tag: 76183
  - 9
    - Workflow email off of custom entity I am trying to create a workflow that sends email to a lead on the creation of an attached, custom entity. My specific case is: internet user requests information from the website. They sign up to receive the information, and what they enter on the sign-up gets put into a lead. They then request a specific item, and this gets placed into a custom entity in CRM. Now, when the custom entity is created, I want to trigger an email to be sent to the person that just requested it, which is stored on the lead. This would work if I could call a manual workflow as a subprocess from a different entity type, but I can't. It would work if I could specify something more than Owner or Owner's manager as a Logical User on my custom entity. This would work if I could push the email into a random field and use THAT for my To address. Needless to say, none of these appear to be possible. Does anyone know of a way to trick the workflow manager into allowing this behavior? Can I change something in the DB to make it think that my lead manual workflow (which uses a Lead email template) is actually categorized under my custom entity so I can call it as a subprocess from my workflow there? Or is there some other way than the 3 I listed above to do this that I'm just not thinking of? To recap: on creation of custom entity, email to lead (attached to entity). Tag: Reparent a contact Tag: 76181
  - 10
    - Workflow email I am trying to create a workflow that sends email to a lead on the creation of an attached, custom entity. My specific case is: internet user requests information from the website. They sign up to receive the information, and what they enter on the sign-up gets put into a lead. They then request a specific item, and this gets placed into a custom entity in CRM. Now, when the custom entity is created, I want to trigger an email to be sent to the person that just requested it, which is stored on the lead. This would work if I could call a manual workflow as a subprocess from a different entity type, but I can't. It would work if I could specify something more than Owner or Owner's manager as a Logical User on my custom entity. This would work if I could push the email into a random field and use THAT for my To address. Needless to say, none of these appear to be possible. Does anyone know of a way to trick the workflow manager into allowing this behavior? Can I change something in the DB to make it think that my lead manual workflow (which uses a Lead email template) is actually categorized under my custom entity so I can call it as a subprocess from my workflow there? Or is there some other way than the 3 I listed above to do this that I'm just not thinking of? To recap: on creation of custom entity, email to lead (attached to entity). Tag: Reparent a contact Tag: 76180
  - 11
    - Adding to the CRM Database (SQL) I'm running CRM 3.0 on SQL 2005. I'm looking to add dynamic information to my database via an odbc. There is an open source database that has daily updated information, we want to feed that updated information into our system everyday at the same time, creating new leads when they are inserted. Can someone help me with this? -- Luke Davis, MCSE: Security DEM Networks - Senior Systems Architect 7225 N First, Suite 105 Fresno, CA 93720 Office: 1 (559) 439-1000 Fax: 1 (866) 640-2041 www.demnetworks.com Tag: Reparent a contact Tag: 76179
  - 12
    - Importing Outlook Contacts into Microsoft CRM Trying to import my contacts from Outlook into MS CRM and having issues. When trying to import getting unicode errors. I've tried importing the contacts in as .xls, .txt, .pst. xls and txt don't bring back errors the information just doesn't import when I go down to the Microsoft CRM folder>contacts, I don't see them listed there. I only get the Unicode error when doing importing it using .PST. I'm not quite sure If I'm doing something wrong or what. The data field mapping isn't to user friendly either, I see the test contacts I created but again when selecting the options I want and dragging them over to the right side for the mapping, the info still isn't appearing in Contacts CRM. Any suggestions are greatly appreciated. Tag: Reparent a contact Tag: 76178
  - 13
    - sales quotas and commissions Is anyone using MSCRM to manage sales quotas and commissions. Quotas are fairly complicated - by product and commissions are set up by % to plan with $ accelerators. Tag: Reparent a contact Tag: 76176
  - 14
    - Scribe insight Error 384 callout code throws exception We have been testing the migration from Goldmine 6.5 Corporate, into CRM 3.0 using Scribe Insight. Everything is working "ok" but we are having some minor issues. Now we want to completely empty out the CRM databases, and test another migration with Scribe. I am getting the Error 384 callout code throws exception. One of my DB guys thinks it has to do with the keycrossreference table in Scribeinternal DB. But, i uninstalled CRM, and Scribe, deleted all databases, and we are still getting this error? is there something in the registry that needs to be changed? Thanks Rodney Tag: Reparent a contact Tag: 76174
  - 15
    - Cross Site Scripting Access is denied Hello, I have an external ASP .NET page embebbed in a iframe on CRM 3.0, the page make calculations and set a value in a TextBox inside the CRM form using JavaScript, the url of the iframe is set in the OnLoad event: document.all.IFRAME_TOTALCOTIZACION.src="http://localhost/AdvancedSearch/CotizacionTotal.aspx?oId=" + crmFormSubmit.crmFormSubmitId.value ; All work ok when i use localhost to set the url of the page and i execute the page logging in my computer ( do calculations and set value), but when i execute from another computer of the local network using the browser not find the page because this seek in "localhost", so i replace the "localhost" for IP or name of the machine instead "localhost", but the JavaScript to set the value give me an error "access is denied", i think this is because explorer recognize this like an Cross Site Scripting and the explorer restrict that, but i don't know how to fix, any ideas ?????. i leave unchecked option to restrict command sequences between frames. Thanks Tag: Reparent a contact Tag: 76169
  - 16
    - Screen has black patches Hello, We are using CRM 3.0 and we have recently updated our browser to IE 7. Since the browser update, a few of our users are noticing black patches appearing on their browser windows - only when they are in CRM. If they press F5, it seems to refresh some of the black area, but not all. Has someone else experienced this and if so, what is the resolution? Tag: Reparent a contact Tag: 76167
  - 17
    - import data for user define entity hi guys How i can import data for user define entity? Regards Tag: Reparent a contact Tag: 76164
  - 18
    - campaign hi guys i would like to achieve campaign workflow but there i donâ??t know it is applicable or not this is my workflow Plan and create campaign->setup email campaign planning tasks->send reminder to owner->schedule meeting->send email concept to content team Please it is applicable to do it in workflow after create manager campaign how Regards Tag: Reparent a contact Tag: 76162
  - 19
    - should be able to copy & paste up to 3 items at a time There are situations when using MSWord/Excel and OE when one wants to copy & paste up to 3 words/phrases, e.g. email address, subject and contents of an email sent to different persons instead of cc/bc. If one can copy 1,2,3 and paste 1,2,3, it would make work easier. IF MS accepts this idea/suggestion, it may be considered for a reward to me. BM Shah Tel: 91 22 27662854 shah301@mtnl.net.in ---------------- 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=7a8441be-9a09-48a2-b5fc-ead7304e2988&dg=microsoft.public.crm Tag: Reparent a contact Tag: 76161
  - 20
    - Plse help....! Incoming eMails connect to the wrong opportunity Can somebody explain the logic behind the eMail tags, and how the system connects incoming email? We have many incoming eMails that connect to the wrong entity. Consider the following scenario I see happening here: 1) User1 creates new mail regarding Opportunity ABC and changes the sender to the queue Presales and it gets tag CRM:1234 2) A reply with tag CRM:1234 arrives in the queue Presales and is automatically connected to Opportunity ABC So far so good.... 3) User1 creates new mail regarding Opportunity XYZ and sends from her own username and it gets tag CRM:1234 (same tag as before!) 4) A reply with tag CRM:1234 regarding Opportunity ABC arrives in the Presales queue and gets connected to Opportunity XYZ (the wrong one!) Is this a bug, do we have a database issue, is this by design.....? Should we not send from a queue? Any suggestion will be greatly appreciated because this is causing (as you can imagine) a great mess! Many thanks in advance, Egbert Tag: Reparent a contact Tag: 76159
  - 21
    - MS CRM Synchronisation Can somebody explain to me the process of Synchronisation does CRM synchronises PST files. if so why? Tag: Reparent a contact Tag: 76153
  - 22
    - Distribute Campaign Activity: 401: Unauthorized Hi all, We've got an evaluation CRM site put together (CRM 3.0 Server) on Windows 2003 Server/AD/SQL 2000. We've got 10 or so clients testing heavily to see if it whats we want from a CRM solution for our organisation. Everything generally is running ok, despite our client PC's currently not members of the domain (we are in a process of Novell>AD migration) - and thus we've had to do various fiddles to get clients to talk to the CRM server - such as caching of usernames/passwords on the client... We're currently experiencing this on the Distribute Campaign Activity/ mail merge screen: "Internet Explorer Script Error" when trying to perform a mail merge for a campaign. In Account & Contacts mail merge facilities work fine, just when you try it from a Campaign, >From Distribute Campaign Activity, select any option and "open word" button and you get: "Internet Explorer Script Error" error has occured in the script of this page line 132 char 1 Error The request failed with HTTP status 401: Unauthorized Code 0 URL - http://crmserver:5555/_grid/cmds/dlg_camailmerge.aspx? iObjType=4402&iTotal=1&sIds={8277C19B-9DB2-DB11- B9E1-001422193A29}&sAction=letterviamailmerge Running this from a client that is a member of the domain (in case its a funny with the test clients not in AD) seems to show the same behaviour. Anybody seen this? the 401 seems to be a strange error as this implies user authentication issues, but as everything is authenticating fine between client and server, I'm not why its throwing this up at this screen - anything I should check? Ta in advance, Steph Tag: Reparent a contact Tag: 76148
  - 23
    - Distribute Campaign Activity: 401: Unauthorized Hi all, We've got an evaluation CRM site put together (CRM 3.0 Server) on Windows 2003 Server/AD/SQL 2000. We've got 10 or so clients testing heavily to see if it whats we want from a CRM solution for our organisation. Everything generally is running ok, despite our client PC's currently not members of the domain (we are in a process of Novell>AD migration) - and thus we've had to do various fiddles to get clients to talk to the CRM server - such as caching of usernames/passwords on the client... We're currently experiencing this on the Distribute Campaign Activity/ mail merge screen: "Internet Explorer Script Error" when trying to perform a mail merge for a campaign. In Account & Contacts mail merge facilities work fine, just when you try it from a Campaign, >From Distribute Campaign Activity, select any option and "open word" button and you get: "Internet Explorer Script Error" error has occured in the script of this page line 132 char 1 Error The request failed with HTTP status 401: Unauthorized Code 0 URL - http://crmserver:5555/_grid/cmds/dlg_camailmerge.aspx? iObjType=4402&iTotal=1&sIds={8277C19B-9DB2-DB11- B9E1-001422193A29}&sAction=letterviamailmerge Running this from a client that is a member of the domain (in case its a funny with the test clients not in AD) seems to show the same behaviour. Anybody seen this? the 401 seems to be a strange error as this implies user authentication issues, but as everything is authenticating fine between client and server, I'm not why its throwing this up at this screen - anything I should check? Ta in advance, Steph Tag: Reparent a contact Tag: 76147
  - 24
    - CRM Exams hi, What are the exams available for CRM. please let me know the exam codes and pass percentage. where can i get the manuals /books for the same. thanks Tag: Reparent a contact Tag: 76146
  - 25
    - Importing data from an excel file I have an excel file with contact data for customers. Now I want to import it into CRM 3.0. I use the guide but I am stuck at the manual import i.e. populate CDF at step 5 in the data migration framework application. Do I have to go to the SQL server and select the database and import into the contacts table? I am really sorry for the newbie question.. /Jonas Tag: Reparent a contact Tag: 76144

I have a contact that is associated to an account through the parent
customer field. If I change the parent customer for this contact I
want the activities and history to remain associated to the original
account. I am assuming this is done in the entity relationships but
haven't found the right combination yet. Any thoughts from anyone out
there?

Thanks!

~Dave

Top

RE: Reparent a contact by Alistaird

Alistaird
Wed Feb 07 15:25:21 CST 2007

Hi dave

Actually not, bit of a pain that one, we have an ISV add on that will be
released at the end of this month called Move Contact which basically does
what you want

if you drop me an email alistaird@2bconsulting.net i'll let you know when it
is released

--
Alistair
2B.net

http://www.crmdeployment.co.uk

"Dave" wrote:

> I have a contact that is associated to an account through the parent
> customer field. If I change the parent customer for this contact I
> want the activities and history to remain associated to the original
> account. I am assuming this is done in the entity relationships but
> haven't found the right combination yet. Any thoughts from anyone out
> there?
>
> Thanks!
>
> ~Dave
>
>

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