Replication

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- Previous
  - 1
    - Need a picklist of users Hello, I need to add a "dynamic" picklist or Lockup field (similar to Owner Field) to the opportunity form that contains all the CRM users, wich are visible for the current user. I know how to add custom fields to forms, and I know about publish with the Deployment Manager. But how can I display users within the opportunity form? Thanks, Rainer Tag: Replication Tag: 11544
  - 2
    - Rules problem in CRM 1.2 I'm trying to generate some kind of activity from rule on account. Activity is generated but some fields in those activities are missing.(example, phone number in phone activity). When I try to generate activity for some account in application in terms that I explicity pick some account and go to Actions->Activity->Phone Call , everything works fine. Phone number and the rest of the data is transfered from account to activity related to it. Can someone help me with this? Ramon Software Developer M San Grupa Tag: Replication Tag: 11537
  - 3
    - error after saving a contract I migrated some accounts from an oracle db, when I compare the migrated accounts with an account that was created with MSCRM, I can find no differences (only the accountId field is different). When I want to create a contract with as customer the account that was created by MSCRM, CRM has no problem saving the contract. When I create a contract with the migrated account, I get an errorscreen (screen1 contents). When I change one of the customerfield of the contract that did change I get another errorscreen (screen2 contents). Does anyone know a solution for this problem? thx, Bert vervliet /**************/ screen1 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The pipe has been ended. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007006D Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspx_tmplid={9273B883-E237-41FE-B93E-CF41A845A59F}&contra cttemplateid={9273B883-E237-41FE-B93E-CF41A845A59F}&_CreateFromType=2011&_Cr eateFromId={9273B883-E237-41FE-B93E-CF41A845A59F} /**************/ screen2 contents: /**************/ Microsoft CRM Platform Error Report: Error Description: The data area passed to a system call is too small. Error Details: Details on this error have not been provided by the platform. Error Number: 0x8007007A Source File: Not available Line Number: Not available Query String: /cs/contracts/edit.aspxid={4341CB7B-8B1E-477A-9463-EDA4ACEC202A} Tag: Replication Tag: 11535
  - 4
    - Has anyone ever use this service before? I was thinking about using a new payment system on my website from a company called Glowpay.com. It's something like paypal but they say they won't blame me and hold my money. If anyone has had a successful experience using Glowpay can you please recommend them to me. Thank you very much I just like to feel safe! : ) Sincerely John Tag: Replication Tag: 11533
  - 5
    - emailing forms I would like to create a workflow rule that would email the url of a newly created quote to another employee in the company. Is this possible and how would I do it? Thank you for the help in advance. Tag: Replication Tag: 11530
  - 6
    - NAMING CONVENTION Is Microsoft Customer Relationship Management 1.0 AND Microsoft Customer Relationship Management Server... one in the same? Is the server product version 1.2? This is critical to understand with an 2003 implementation... Tag: Replication Tag: 11529
  - 7
    - CRM E-mail in Outlook The CRM E-mail button added to Outlook builds an email form that does not allow me to select a Contact from CRM Contacts. When I click on To: my normal Outlook Address Lists are available but not the Contacts from CRM. When I try to add the The CRM Contacts folder to the Outlook Address Book there is no option like I can with other Contact folders. When sending email from within CRM, I do not have access to the normal Outlook address lists. Was this by design? Seems like it would be good to do both? Thanks, Doug Tag: Replication Tag: 11528
  - 8
    - Crytal reports error in 1.0 Hi, I installed CRM 1.0 on a new server (W2K Enterprise) and I get the following error when trying to access a sales report. Any ideas??? File Repository Server Input is down. [On Cache/Page Server: SHEFFIELD.pageserver] I can confirm that Crystal Input File Repository service (along with all other Crystal services) is running. I could find no reference to this error in PartnerSource. Thanks, Lindsay. Tag: Replication Tag: 11526
  - 9
    - Multiple Email Identities We have multiple Business Units. Some Users are really acting in multiple units and have to be able to send email with different domain names. In Exchange we can use the From: function when sending emails with our multiple email addresses. In CRM it doesn't seem like I can accomplish this when sending an email. Is there some way to accomplish this? Thanks, Doug Tag: Replication Tag: 11520
  - 10
    - CRM SDK logging? Is there a logging feature in the SDK? For example, to see exactly which APIs are getting called by whom etc. I understand even their UI is using the same SDK - although it doesn't seem to use Microsoft.CRM.Proxy.dll like us but rather Microsoft.CRM.COMProxy.dll - am I correct? In any case, it'd be very helpful if there was a way to see that kind of info. If anyone can share any info on the subject, I'd much appreciate it. Thanks Tag: Replication Tag: 11516
  - 11
    - Expires On date for contracts in workflow???? I am trying to create a workflow rule that will create activity for sales rep when a contract is 45 days before expiration date. the problem I'm having is that I can't get at the expires on date to set a wait type condition. All I can see is the create on and cancel on dates. For some contracts, I can use the create on date as long as it's like an annual contract...then i can set the wiat timer to go for like 10 months 15 days and trigger the rule. Problem is, we want to put in a bunch of existing contracts and they all are at various points in their life cycle so I need to calc off of the expires on date. Any ideas? Tag: Replication Tag: 11515
  - 12
    - CRM Security issue with Administrator account I am unable to add users in the CRM Development Manager. I try to create new users in the wizard, the users are listed, but after selecting the users, a warning pops up telling me I do not have "sufficient security priveleges" to add users. This is a problem because I have logged on as the Administrator. Any help??? I am willing to change Admin's security or create a new Admin.... Tag: Replication Tag: 11512
  - 13
    - E-Mail Issue We keep getting the following errors that prevent returning e-mails from being tracked into CRM. Any ideas?? We are on CRM version 1.0 (waiting on 1.2) and Exchange 2000 on a Windows 2000 server. MRC' Platform Error Code: 80005010 Platform Error Description: 'Application Error' Literal SOAP Fault: '<error><code>80005010</code><description>Application Error</description></error>' Followed by an Event ID 5892 with this error The message 'RE: WINSAN: Training Update: 1/22/04 CRM:{69DA39AF-13F9-41F5-9F7A-1C8211CBAB70}:MRC' failed to deliver to all servers Tag: Replication Tag: 11511
  - 14
    - Sales Literature We have over one hundred documents that we want to put into sales literature to organize them for our sales people. Our idea is to have them all in one place and when we are talking to customer who wants more information we can generate an email and attach a document from the sales literature area. The problem is I cannot find where in the email process to be able to attach a sales literature document, only attach a file. Is there a way we can attach an item from the sales literature as an email attachment? Thanks, GeorgeV Tag: Replication Tag: 11503
  - 15
    - Mappings from opportunity to activity I have customized the 'opportunity' form by adding a custom 'myLocation' field. I would like the 'location' field in an activity appointment to be populated with 'myLocation' from an opportunity when a new activity is created off the Opportunity page. I setup the mapping in the deployment manager under the Opportunity / mappings and added 'activities' and created the map. I published customizations, and reset IIS but the myLocation field doesn't carry over to the appointment 'location' field. Am I missing a step or am I misinterpreting the functionality of mappings. Thanks. Tag: Replication Tag: 11501
  - 16
    - Web Access failure We installed CRM 1.2. All seems to be working except for Browser access from Win2K Pro and Win XP workstations. We can access the URL from the CRM server and othjer Win2003 Servers. Sales Outlook works. When we try and access via browser from Win2K and WinXP workstations we get the security screen, but when we click enter from Security login the browser immediatly closes. No error message. Nothing inEvent Logs. At latest IE 6 upgrades & Windows Upgrades. Any suggestions? Thanks, Doug Tag: Replication Tag: 11496
  - 17
    - Installation of CRM 1.2 in one machine Dear Friends, Could somebody tell me if exist some problem, a real reason, that don't allow to install crm environment in only one server. I'm speaking about all the components: exchange, sql server, domain server and crm server. Thanks. Manel Tag: Replication Tag: 11492
  - 18
    - ACT! migration using CDF So has anyone succesfully migrated ACT! records (including NOTES) over to MS CRM without using SCRIBE? Just the CDF - if so how did you get the records out of ACT! into the CDF database? Could anyone share... Thanks. Nick Tag: Replication Tag: 11487
  - 19
    - Access Crystal Error I've somehow managed to get this error: Unable to Acces Crystal;Check to see if you have enough licences. Unable to communicate with crystallogon.csp I've checked the Knowledge base 821672, and done everything that was stated in the article, but no go. I'm stuck. Anyone? -- Sasa Bart Senior Consultant M SAN Group Tag: Replication Tag: 11484
  - 20
    - Opportunities and other contacts: e-mail Does anybody know how I can e-mail all (other) contacts on an opportunity? So far, itis only the Account that is in the TO (I am using the Outlook interface). Thanks, Jo Tag: Replication Tag: 11478
  - 21
    - Convert a field to not allow Nulls How do you do that? I want to require the SIC field to be mandatory. Possible? Tag: Replication Tag: 11473
  - 22
    - Data Migration Hello, we want to import different data (accounts, quotes) to the crm. The migration framework from microsoft is as bad as every microsoft tool, plus the documentation is unreadable and there is no word about known issues. I found some ideas here so maby this is right place to find the answer. The data we want to import is not complex so i tried to use DTS in SQL-Server but there are some fields that are not nullable (SecurityDescriptor) . The data is stored in a csv-file (comma-delimited) Is there a possibility to make an import without this migration framework? There is an Importfunction in the CRM but only for contacts and leads. For me importing data automatically is a task to save time and avoid stupid data typing 'the old way'. I have spent now 2 days to find out how this migration framework works. Maby data typing by hand goes much faster. Thanks in advance. Andy Tag: Replication Tag: 11472
  - 23
    - Learning Resources Hi, What would be the fastest way to grasp essential capabilities of Ms CRM? What would be the fastest way to learn Ms CRM? Thanks, Ali Tag: Replication Tag: 11471
  - 24
    - Web Based UI Hi, Does MsCRM have any web based UI? We need our sales team access to the CRM database from the internet, Is that possible? Thanks, Ali Tag: Replication Tag: 11469
  - 25
    - ms crm fr hello, we are begening with ms crm (the french version). how can we put the word files on line in a new database thank you Erick Tag: Replication Tag: 11468
- Next
  - 1
    - crm workflow manage will not start everytime i try to launch the workflow monitor or the workflow monitor i get an error message that "the crm server is not responding. This might happen if it is currenlty unavailable or it is not crm server." Tag: Replication Tag: 11466
  - 2
    - Crystal Report Viewer Issues Hello-- Has anyone had a problem running reports in CRM 1.2 that results in an error saying "Information is needed before this report can be processed" whenever a user tries to open a report? I am the only user at the company that can load the reports. We have even tested me and another user on the same PC. I have a feeling that the problem is with the Crystal Report Viewer activex control. I don't think it is an authentication issue because one of the users that is having trouble is one of the CRM system administrators. Any ideas? Thanks! Paul Tag: Replication Tag: 11465
  - 3
    - Outlook 2003 Is Outlook 2003 supported with CRM 1.2? I can't find that it's not, but I'm using 2002 and am not having any problems. Another user here is using 2003 and he gets one error after another (when trying to promote email, trying to create an appointment, etc...). Tag: Replication Tag: 11463
  - 4
    - Customization.....Support... Hi, 1)I have added a new field for contact called NewField thru schema manager. 2)and published it thru actions. 3)then i went to form customization in settings and customized the contact form and added the newly created field. 4)i mapped the new field and textbox in the contact form. 5)also added a tab named NewTab. and saved it. but i couldnt see the changes in my main CRM site.. i even re-published the contact again. i am in admins login and i have got all the rights.. but I could able to see all the changes in the design mode of the form customization page. What can i do to see my changes in runtime..... Regards, Richard I.P Tag: Replication Tag: 11461
  - 5
    - CRM security role v1.0 Hi, I got some security role issue. I have one root business unit, and there is a sub-business unit called "Sales" under the root business unit. Here is the structure: Root-->Accounting (Sub business unit)--> Sales (Sub business unit under Accounting) I have one user is under Sales business unit, and I gave her "user" level priviledge on create, read, write, delete, append, append to Activity. And I also gave her "organization" level priviledge on Assign and Share on Activity. However, if she view "All Activities" on Activities screen, she can see my boss (who is under the root business unit) e-mail. Can you tell me why it happens? Did I set up something wrong on her security role? Thanks. Tag: Replication Tag: 11451
  - 6
    - Attaching a document to an Email via SDK - Urgent Hi All - I need to attach a document to an email via the sdk. I can create the email, create an attachment - but I can't figure out how to automatically upload the document to the attachment.... I've worked on this 2 days and I needed the solution like yesterday =) Scenario: User clicks a button on a custom form App creates an email - yes App saves the email - yes App creates attachment to the email - yes App uploads a file to the attachment - NO App opens email for user viewing - yes Tag: Replication Tag: 11448
  - 7
    - Customising the printed invoices in MS CRM 1.2 - Australian We are implementing MS CRM 1.2 for a small company who really want use the invoice facility within MS CRM - they are really taken with the process of creating a quote, and then rolling this over to become an order and then an invoice. However, when we print the invoice (using the print button) it does not contain any information about the products that were purchased. I believe that having this information is a legal requirement in Australia - it is certainly a common sense requirement. What do we need to do to add this information into the invoice? We would also like to do some other customisations to the invoice eg including a company logo, some default details etc. It would be nice if the printed invoice form/report could be used as the invoice for the cusomer, so removing the requirment to have a real time interface to an accounting package or double entry of the information into another product just to produce the invoice. Thanks Gill Tag: Replication Tag: 11445
  - 8
    - Customising Reports in MS CRM 1.2 - Australian Please can anyone confirm what we need to buy to customise MS CRM default reports for Ms CRM 1.2? Both my technical director and I have looked exhaustively at Microsoft Software Supplier web sites, and the MS CRM web pages, and have been unable to come to a conclusion. We are implementing MS CRM 1.2 in Australia for a small company who want to use the reports, but need to include some extra information, and in particular, need to include the picture of the product (which will be held in the CRM database as a url pointer to the photo file). What do we need to buy?, and what does the customer need to buy? Thanks Gill Walker Tag: Replication Tag: 11444
  - 9
    - Linking an activity to a Case An activity can be created within a Case by first opening the Case, selecting activities and creating a new activity. Is there any way of creating an activity (for example, from the home page) and associating this with an open Case? Thanks. Tag: Replication Tag: 11442
  - 10
    - Changing owner when scheduling a task In CRM 1.2, the search button for 'Owner' does not appear to be active. To assign ownership of a task, it seems necessary to create the activity, re-open the activity and select Actions - Assign. Does anyone know to assign a task to another user at the time of creating the task? Thanks in advance. Tag: Replication Tag: 11441
  - 11
    - CRM installation I am attempting an installtion of CRM 1.0 in a Win2k environment. During the server setup I receive the following error: Failed to install MS CRM Server... Failed to create Microsoft CRM databases. Uknown error. (80070E14) --It looked like it was about 70% through with the database creation. It was creating views etc.. Any help would be appreciated. Thanks, Scott Tag: Replication Tag: 11440
  - 12
    - Can't see form customizations even after IISRESET Hi: What do I do next? Do Tag: Replication Tag: 11431
  - 13
    - metadata cache error Hi, First time synching 1.2 and I get a "metadata cache error' when trying to look at objects. help? Tag: Replication Tag: 11430
  - 14
    - Backup and Recovery If the entire server fails and we have to reinstall, 1) can we just restore the entire MSCRM server application files from a full system backup from Windows Backup Tools? 2) Or we can setup the server, reinstall MSCRM, and import our Workflows and XML customizations. If there any difference as to how we restore? Do Tag: Replication Tag: 11425
  - 15
    - Attach file to notes gives "Server Error" Greetings - I've just found out from some users that whenever they try to attach a file to a notes record they receive the following informative (sarcasm) error message "Server Error". On the CRM server, there are no entries in the event log that correspond to this error. The only piece of information I can find related to the error is in the IIS logs. The following entry shows up anytime someone tries to attach a file: 80 POST /MSCRMServices/noteUpload.srf - 500 Mozilla/4.0+ (compatible;+MSIE+6.0;+Windows+NT+5.0) This of course doesn't do me a whole lot of good. Yes, IIS is returning a status of "500" or "Internal Server Error", but it sure would be nice if CRM logged some detailed information on this error. Anyone who's seen this problem and has any proposed solutions, I'd greatly appreciate hearing from you. Thanks! Chris Tag: Replication Tag: 11424
  - 16
    - Import wizard... When I try to run the import wizard I get "Microsoft Outlook cannot be started. Verify that Outlook is installed on this computer." it does'nt matter if I select import contact or leads. could someone point me in the right direction ? MS CRM 1.0 thanks Tag: Replication Tag: 11423
  - 17
    - Error Logs - Where? I have a user that receives a generic error when trying to create a CRM Appointment in CRM. It reads something about contact your administrator...Try again? Is there anymore than that logged anywhere? That's not much to go on in trying to troubleshoot why some can create appointments and he can't. Tag: Replication Tag: 11421
  - 18
    - Outlook HELP! I am having problems with my Outlook calendar. We are trying to use it with the Appointments/tasks and share the calendars busy/free portion. I do not know what URL address we are supposed to use. Where do I find that information. Any assistance would be greatly appreciated. Thanks JOanne Tag: Replication Tag: 11420
  - 19
    - Contact associated with multiple accounts Hi - In MS CRM 1.0 you can only associate a contact with a single account. However, let's say you have a contact who is a reseller and is logically tied to multiple accounts. Is this possible - am I missing something? If not in or possible in 1.0 how about 1.2? Thanks, Mike Tag: Replication Tag: 11419
  - 20
    - Customizing Actiivty View to show more columns Hi, I have already gratefully read those submissions regarding access the activity view via the 'hidden' view editor, but there are only a few columns which can be added to the view. I'm somewhat amazed that a fairly typical field such as Recipient or at least Regarding is not available. Does anyone know whether it is possible to edit the underlying view XML data to make these fields available to be added to the datagrid as a column? Any help would be fantastic. Cheers Chris Tag: Replication Tag: 11418
  - 21
    - CRM Data Migration Framework Problems Hi, I am having some difficulties migrating my existing data across to CRM (1.2) and would really appreciate any help or advice. I have taken great pains to populate the CDF, and have checked and rechecked the data to ensure that it is correct. However, when I run the tool, I get messages indicating that there is a problem with the relationship data to do with the primary contact for each account: ERROR SHOWING WHEN MIGRATING ACCOUNT ENTITY 21/01/2004 - 11:29:20 PM -- Creating object 21/01/2004 - 11:29:20 PM -- [ERROR] Failed to migrate object: <description>The specified object was not found.</description><details>The Contact item with ID {FC763F8D-85D2-4B9E-8783-00A452A707D2} does not exist.</details><file>D:\crm\Build\3297\src\platform\include\OMCommon\OMSecu rity.inl</file><line>1130</line> 21/01/2004 - 11:29:20 PM -- <account><primarycontactid>{FC763F8D-85D2-4B9E-8783-00A452A707D2}</primaryco ntactid><territoryid>{ECC776F7-22C4-4121-807C-91E5673C5D04}</territoryid><ow ninguser>{B0442D1C-77E0-4DA3-B7CB-9B0C3F5A813A}</owninguser><accountcategory code>2</accountcategorycode><accountnumber>A6UJ9A0010ZH</accountnumber><addr ess1_addresstypecode>3</address1_addresstypecode><address1_city>ALEXANDRIA</ address1_city><address1_line1>108 Botany Road</address1_line1><address1_name>Primary</address1_name><address1_postalc ode>2015</address1_postalcode><address1_stateorprovince>NSW</address1_stateo rprovince><fax>02 9698 5546</fax><name>Dudley House (NSW) Pty Ltd</name><telephone1>02 9698 7534</telephone1></account> 21/01/2004 - 11:29:20 PM -- Recording migration status ERROR SHOWING WHEN MIGRATING CONTACT ENTITY 21/01/2004 - 11:35:47 PM -- Creating object 21/01/2004 - 11:35:47 PM -- [ERROR] Failed to migrate object: <description>The specified object was not found.</description><details>The Account item with ID {D2396097-4AE7-4859-ADC0-40285462017D} does not exist.</details><file>D:\crm\Build\3297\src\platform\include\OMCommon\OMSecu rity.inl</file><line>1130</line> 21/01/2004 - 11:35:47 PM -- <contact><statecode>1</statecode><accountid>{D2396097-4AE7-4859-ADC0-4028546 2017D}</accountid><owninguser>{B0442D1C-77E0-4DA3-B7CB-9B0C3F5A813A}</owning user><address1_addresstypecode>3</address1_addresstypecode><address1_city>SY DNEY</address1_city><address1_line1>PO Box 998</address1_line1><address1_postalcode>2001</address1_postalcode><address1 _stateorprovince>NSW</address1_stateorprovince><fax>02 9321 1599</fax><firstname>Neville</firstname><jobtitle>MIS Manager</jobtitle><lastname>Travis</lastname><salutation>Mr</salutation><sta tuscode>2</statuscode><telephone1>02 9321 1500</telephone1><territorycode>1</territorycode></contact> 21/01/2004 - 11:35:47 PM -- Recording migration status When i open CRM following the migration, I see that the data has migrated, but the primary contact relationship has not bound. If I go into an account, I can see all of the associated contacts, which means that that part of the relationship has worked, but none of them are set as primary. I don't understand why during the Account entity section of the migration, it is trying to insert GUIDs for the primary contact, when the contacts have not been created yet?? Any help please (i've migrated about 6 times now, and am becoming tired!!) Cheers Chris Tag: Replication Tag: 11417
  - 22
    - Archiving records in CRm Can one archive records that are not in use in CRM? Tag: Replication Tag: 11410
  - 23
    - Upgrade to 1.2 Documentation I am looking for some documentation that states start to finish the upgrade procedure for upgrading CRM 1.0 to 1.2. Tag: Replication Tag: 11409
  - 24
    - CRM Evaluation Copy I have read in a couple messages that people are asking install advice for evaluation. Can anyone point me in a direction to get a evaluation copy of CRM. The online information is great, but to really examine if it's right for my business I definately need use the interface and see if it's friendly for us. Thanks, John Tag: Replication Tag: 11408
  - 25
    - Deleting Reports in 1.2 I once received a toolkit to delete reports for the 1.0 system, and it worked fine. But now after upgrading to 1.2, I can't seem to delete reports using this same utility. Anyone know if there is a new tool we need to get for 1.2? thx, Gary Tag: Replication Tag: 11407

After determining that our Syncing was not working, I've learned that
during the install of CRM 1.2 the Replication database (and the other
necessary components) did not get installed/created. Is there an easy
way to fix this?

Top

Replication by Cappy

Cappy
Fri Jan 23 12:54:26 CST 2004

We had the exact same problem. There is a script
available on the Customer Source site that creats and
populates the tables in the distrobution db.
>-----Original Message-----
>After determining that our Syncing was not working, I've
learned that
>during the install of CRM 1.2 the Replication database
(and the other
>necessary components) did not get installed/created. Is
there an easy
>way to fix this?
>.
>

Top