Request Selection

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- Previous
  - 1
    - CRM 3.0 and CRM 4.0 Dear All, We were implementing MSCRM for a very protential CRM customer (Education). Even they haven't signed the contract but we already started developing on the CRM 3.0, 3 weeks ago. A lot of customisation + .NET developing required on the version 3 but now we knew that we're reinventing the wheels as some of them will be already built in the V4 which one will be realease very soon (Q1-2008?) If we place order to MS now, we will receive the V4 earlier than Q1-2008, but it is V4, not V3 So now we decided moving the developing on V4 directly because no guarantee what we were building V3 will work with V4? But we don't have the real V4 installation CD + license now. We also requested the V4 trial license from MS Vietnam but they can't give to us. We downloaded the V4 R0 VPC image from the MS website and that ALL we have about the V4. My questions are: 1. Can we do customise on the V4 R0 VPC image and then we migrate the customisation from the VPC image to the real CRM Server machine whenever we receive the real V4 + license from MS? 2. Because we have done ~ 30% amount of customisation. So how can we migrate the customisation has been done on the V3 to the V4 R0 VPC image? Looking forward to your answers. Thanks in advanced, Duc Tag: Request Selection Tag: 92531
  - 2
    - CRM Router - E-mail from pop3 connector sbs server - Happy thanksgiving- !! All done eating tofurkey and I can't help but think about a CRM problem that I can't figur out. Problem is the CRM exchange account is crm@server.local. If I route e-mail to it from matt@server.local (with matt@server.local in the e-mail TO field) it post it to the CRM server. If I route e-mail to it (of course through a rule etc) with matt@domainname.com it just disapears. It goes to the mailbox CRM@server.local but then is deleted. I have a queue with matt@domainname.com. It appears that the server can ONLY PROCESS @SERVER.LOCAL e-mail. Not good becaus all the real incomings are from a pop3 connector to the @domainname.com. Tag: Request Selection Tag: 92522
  - 3
    - quick campaigns How can I merge an email to the marketing list used to create the quick campaign? I used copy and paste to set the merge codes in my email, but it does not work. Tag: Request Selection Tag: 92516
  - 4
    - Issue for CRM 3.0 and Outllook 2007 Hi, I was able to access CRM 3.0 from Outlook 2007. It installs on Vista. I haved decided to modify selection for contact synchronisation in "local Data". I had the list and when I have selected the good choice, I had this message in French: "une erreur s'est produite..." - translation in English: "error, contact your adminsitrator". After this message, I was not able to access any data from CRM in Outlook. It's OK to acces with IE. I installed Roll up 2, uninstall and reinstall again, I have always the same message. Is it possible to have more detail in the message? What do you suggest? tks Robert Tag: Request Selection Tag: 92513
  - 5
    - Marketing Lists - Exporting to Excel Hi, I am trying to export a list of contacts, which is greater than 5000, from a marketing list but everytime I try I only get 5000 records. This is a different problem to the throttling and Maxnumber of records registry setting solutions as I have tried all of these. If anyone has had the same problem and has managed fix it you advise would be much appreciated. Thanks. Tag: Request Selection Tag: 92509
  - 6
    - Quick Campaign created duplicate activities Hi, Whenever we use quick campaign in CRM 3.0, it creates 3 activities for each contact. We have Rollup 2 installed but this did not fix the problem. I have looked around the internet for a solution to this but can't seem to find anything. Anyone got any ideas? It would be much appreciated. Thanks. Tag: Request Selection Tag: 92504
  - 7
    - XP and Outlook different than CRM client? Is it possible or supported to install CRM 3.0 English Outlook Client Laptop version to operating system which is not English version. Or is it supported to install different version of Laptop Client than Outlook is. For example finnish version of CRM client to english version of Outlook. Tag: Request Selection Tag: 92502
  - 8
    - Sorting a view by letter - doesn't quite work In the view, that displays a list of orders, I click one of the letters in the bottom. I want to show only orders, where the CUSTOMER NAME begins with that specific letter. However, my result is orders, where the SUBJECT/DESCRIPTION begins with that letter. It should be possible to select, which field ORDERS are sorted by, when clicking a letter in the bottom. ---------------- 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=591e2cb3-bbc0-45ed-a6d1-195402979e9f&dg=microsoft.public.crm Tag: Request Selection Tag: 92497
  - 9
    - Installing CRM 3.0 as default Administrator account? Hi We've been warned against installing CRM 3.0 using the default domain Administrator account by Microsoft CRM partner. Instead it has been suggested to install CRM 3.0 using a new user called crmadmin with domain administratrion rights. Our test server is already installed/configured (and was done so using the default in Administrator account) so we would like to know why this is suggested, and if it is really required. So far I have not been able to find any information on the types of problems using the default Administrator account can cause. Is this a known typical install requirement? Can anyone here please shed some light on this? Tag: Request Selection Tag: 92496
  - 10
    - Where can download latest CRM 3 Outlook CD Hi. May i know where can download the latest CRM 3 Outlook CD. this link it is the latest one http://www.microsoft.com/downloads/details.aspx?familyid=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en thank you Tag: Request Selection Tag: 92491
  - 11
    - MS CRM External Connector Licence Hi, I have a few questions about the external connector licence. I understand that this allows you to connecto to CRM without a user necessarily being in AD. 1. When accessing the CRM Web Service, you need to impersonate a user through network credentials [e.g. myService.Credentials = new NetworkCredential("PrivUserName","PrivUserPassword","PrivUserDomain")]. How is this possible with an external user? 2. I have a website with an enquiry form. Details entered in this form will be pushed through as Leads. From what I understand, "external users" cannot own records so how is this achieved without impersonation? 2a. Using this same example, if I personate a user with a valid CAL (default System Administrator account for example) and I have all leads entered through the website using this account, is this within the scope of the "External Connector" licence? Can I just "legally" use my existing CAL for this purpose? Any help is appreciated and please correct me if my assumptions are wrong. Thanks for your help Tag: Request Selection Tag: 92488
  - 12
    - Sales order ID I want to be able to change the way the sales order ID is generated automatically by CRM. Is there any way to configure what kind of order sequence number is generated? Thanks Tag: Request Selection Tag: 92482
  - 13
    - Pop on recieve email Is there a way to get a pop or alret sound on recieving emails recieved on the web client ? Tag: Request Selection Tag: 92481
  - 14
    - Vista CRM 3.0 Desktop client Can someone tell me where I can find the CRM 3.0 Desktop client which works with Vista & Office 2007? Thanks Tag: Request Selection Tag: 92480
  - 15
    - Advanced Find Is there a way to limit which users can access certain saved views in advanced find? Thanks, Jason Tag: Request Selection Tag: 92479
  - 16
    - Publishing CRM 3.0 via gPO on Vista with UAC enabled Dear all, I am experiencing problems when publishing the CRM 3.0 client to a non-admin user on a Vista machine with UAC enabled. It seems to be when publishing the application via gPO to the add\remove program list the first steps of the installation are no problem. But after the environment diagnostics wizard the installations stops with the following errors: No Outlook Profile present Not a domain user Not a CRM user After investigation we discovered that the installation starts under the local system account. This is strange behavior because the logged on non-admin user is executing the installation. Publishing the client on a Windows XP machine is not a problem, the installation runs fine without any problems. Using the same installation sequence on a Vista machine with UAC enabled is not possible. Anybody any ideas. Microsoft Support???? How can I bypass the UAC on a Vista based machine in order to install CRM 3.0 with elevated privileges and without local admin rights? Thanks in advance! -- Best Regards, Dennis Schut CRM Partners The Netherlands Tag: Request Selection Tag: 92477
  - 17
    - Report parameter Error Hi all, one of our users has a problem where she cant run any reports at all. She can see them OK and tryb to run but thay all come back with the same error - The property 'nullable' of report parameter 'CRM_Locale' is set to false. However, the corresponding parameter (default) value is null or contains an empty string. (rsProcessingError). This does noot effect any other users so uit cant be a server side setting. Also, if she logs on to a different workstation the problem follows her. Any ideas ? Ian Tag: Request Selection Tag: 92475
  - 18
    - msg attanchment Hi, In our company the crm users don't recieve in CRM system any attachments with extention msg. -- Windows Server 2003 SE R2 CRM 3.0 SQL sever 2005 -- Does somebody knows how to solve this problem? regards, Jeff Tag: Request Selection Tag: 92470
  - 19
    - Outlook Client and Headers only option After installing CRM Outlook Client 3.0 the "Headers only" option in Outlook does not work. Especially users connected by a small modem-line report that all mails are downloaded completely instead of only downloading the headers. This results in outlook becoming unavailable for up to 30 minutes if there is a large mail in the inbox. This error only occurs with Laptops with installed CRM Outlook-Client. Any ideas about that? Thank you very much. Kind regards Daniel Tag: Request Selection Tag: 92469
  - 20
    - Transfer Category and Sub-category in direct email The problem concerns emails sent among MS CRM users. E-mail Tracking was run in the system and we set up: no exclude e-mail between Microsoft CRM users - a user sending email to other user defines values in CATEGORY and SUB-CATEGORY fields. The system automatically creates the other email for a recipient (including token) as received email, but the email content does not contain defined values for CATEGORY and SUB-CATEGORY. They do not transfer automatically! Is it standard feature or bug?? Tag: Request Selection Tag: 92464
  - 21
    - How to display Campaign activities in my Workplace I want to make campaign activities button visible in my Workplace and Sales and marketing areas. However i cannot adjust that setting for the Campaign activities etnity. None of the 'areas to show this entity' are marked, and all are greyed out, so I can't enable any of them. Can this be adjusted? How? Tag: Request Selection Tag: 92460
  - 22
    - New entity on an IFRAME Hi! I am working in CRM 3.0 I have created a new entity (Programs) that I would like to show on an IFRAME on the account card. I also have created a relationship between the new entity and account on a Referential behavior and 1 to many from the account card. Today I have Contacts on an IFRAME with following script: //Contacts iFrame var navContacts; navContacts= document.all.navContacts; if (navContacts != null) { var contactsFrame = document.all.IFRAME_Contacts; var contactsWindow = document.frames['IFRAME_Contacts']; contactsFrame.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=1&security=852407&tabSet=areaContacts"; contactsFrame.name = contactsFrame.id; contactsFrame.style.borderWidth = '0px'; contactsFrame.onreadystatechange= function() { if(contactsWindow.document.readyState == 'complete') { contactsWindow.document.body.style.backgroundColor = '#eef0f6'; contactsWindow.document.getElementsByTagName('TABLE')[0].style.borderLeftWidth = '0px'; } } } else { alert("navContacts Not Found"); } But when I am trying to change the ID Contact to _account_me_programs (which has become the ID for Programs) I have got a message from the CRM program that I should contact the administrator. Can someone tell me what I have been doing wrong? Thanks! Tag: Request Selection Tag: 92458
  - 23
    - Laptop client in CRM 4.0 RC0 VPC Hi! How do I enable the laptop client in the new RC0 VPC for CRM 4.0? According to the VPC specification the laptop client should be included, but I am not able to get it to work. It seems that it is the desktop client that is installed by default, since changing the "lightclient" registry value does not work. When trying to uninstall the outlook client and reinstall it as the laptop client, there are a lot of error messages about missing files. Thank you! Sincerely Fredrik Strandberg Tag: Request Selection Tag: 92457
  - 24
    - changeing the time CRM sends emails Hello I have set up various workflow rules that send an email reminder for us a couple of weeks before a contract expires. Is there a way to set the time that these email reminders are sent? At the moment they are coming through at 00.00 which is a pain if you have a blackberry by the bed and they do not get actioned staright away. Any advice would be greatly appreciated Thanks Tag: Request Selection Tag: 92454
  - 25
    - Track in CRM - change search options An important tool in our company is the ability to track an e-mail to a CRM Order. However, when I use the search field, it searches on "Description" rather than "Customer", which we would very much prefer. Is it possible at all to change, how the search function works? Thanks... Tag: Request Selection Tag: 92452
- Next
  - 1
    - CRM Live - access to SSRS? I haven't any reference to if or how CRM Live would accomodate SQL Reporting Services. Any ideas? Tag: Request Selection Tag: 92451
  - 2
    - Teach Yourself Supply Chain Management in 24 Hours Guide !! From the basics of Supply Chain Management, planning to implementing and controlling the operations of the supply chain as efficiently as possible. Including Supply chain management problems ,Supply chain business process integration,SCM components integration , This Guide is ideal for all levels... http://flying-rugs.com/SCM_in_24_Hours Tag: Request Selection Tag: 92449
  - 3
    - Upgrading CRM to SQL Server 2005 & .NET Framework 2.0 Hi there, I'm introducing myself on Dynamics CRM world, and I need to know if I can use SQL Server 2005 as db server for CRM 3.0, and also if I can use VS 2005 & .NET Fr 2.0 to extend the CRM. It would be great if any of you could write any link or info on this topic. If it's any book, web site or product sheet of any kind with this information, please let me know. Thanks in advance. -- Regards, Pedro LÃ³pez-Belmonte Eraso MCAD, MCT plberaso@telefonica.net.(quitaestoparaenviar) Tag: Request Selection Tag: 92448
  - 4
    - Exposing Opportunity ID GUID on Form Hi, anyone know of an easy way to expose Opportunity ID GUID on one of the tabs in Opportunity form? Tag: Request Selection Tag: 92437
  - 5
    - Saving new address records in CRM 3.0 Greetings! We have an issue with saving new address records. It seems as though if we create an account or contact and during that initial setup, create the primary address, all seems to be well. The address is saved and can be edited. If only account/contact information is filled out on the initial account or contact form (leaving the below address information blank), and then we save that and then try to add an address, it never saves the information you place in the textfields. We just tried installing Rollup 2, and that didn't help. Has anyone else had this issue? Thanks in advance, Michael Losapio Tag: Request Selection Tag: 92434
  - 6
    - Workflow Rule creation I am trying to create a workflow rule that will prompt a user to contact a lead 7 days after en email is sent to the lead. I got a workflow rule to create a task to follow-up but the task does not contain any reference to the specific emai lthat is to be followed up on. Is there a way to attach the original email to the workflow created task so that the user would know what it is they are following up on? Tag: Request Selection Tag: 92433
  - 7
    - Searching within records on MS CRM HI, we are just implementing MS CRM 3.0 and i have a questions about searching. We run events so have created to entities Events and delegates(who attend an event) WHat i need to know is when you are in and event how can you search for a delegate. When have 100's of events and thousands of delegates so as you can probably tell it would not be possible to find a delegate through the "look for" functionality straight on the delegate entity. I have searched high and low and the only option i can see is the C360 product multi field search. Can anyone reccomend another technique/ product.......anything? Thanks Tag: Request Selection Tag: 92431
  - 8
    - Problem with export "User Summary" report to PDF I have problem with export "User Summary" report to PDF. After export i don't see data in report despite in CRM all is ok. Export to Excel work OK. Is it a problem with standard report in MSCRM (bug) or problem with SRS and Acrobat Reader? Other reports export OK to PDF. Tag: Request Selection Tag: 92428
  - 9
    - Create/Print functionality for more entities Creating documents directly from entity-records in CRM 3.0 was quite a big problem, in CRM 4.0 MS solved this for a few entities such as Quotes with a default print option. I Would like to know if it is possible to create such a functionality for other entities such as order or invoice. The most recent Demo VPC for Dynamics CRM 3.0 included a (custom) button on quotes and invoices. Is it difficult to reproduce such a button (with similar functionality) yourself or solve it in another (better) way? My question is for 3.0 as well as 4.0. Tag: Request Selection Tag: 92426
  - 10
    - Reinstalled sql 2000 reporting services now cant see any reports hello, I have reinstalled my sql server 2000 reporting services, the install completed successfully and i was able to publish my reports. i can view the reports in http://servername/reports and evn run them and get data back! but in CRM the reports just arent there! I have Googled around and added domain\computername$ to CRM pblish right but this did nothing... What else can i try please>???? Thanks Ian Tag: Request Selection Tag: 92423
  - 11
    - Outgoing email using Exchange or another SMTP server Hi all I have Exchange 2007 in my organisation in the same domain as my CRM server. We also have an Exchange 2003 server in a seperate forest with a bi-directional trust to the original forest (which seem to be functioing nicely). Ideally I would like to be able to set up the email router on the 2003 machine and get it to handle the incoming email on the Exchange 2007 box. My understadning is that I just need to install the router on the Exchange 2003 box, however I am unclear about a couple of details on this. Can I confirm a couple of things: when I put in an xchange mailbox to use, this needs t be a mailbox in the 2003 domain. I thinnk I am supposed to run the service under a domain account from the 2003 domain, and then put the account into the PrivUserGroup, However the PrivUserGroup is in another domain and so i can't do this. Is three any other routing that i need to set up? If I cannot do this, can I get outgoing email to work for Exchange simply by putting the SPTP details in for my Exchange server? if so which server do I give it? the CA, the hub or the edge server? i was guessing at the hub. ANy help would be much appreciated. Thanks so much Saira Tag: Request Selection Tag: 92419
  - 12
    - Deplay an Alter CRM Rule to Outlook mailboxes Hi Experts!! I would like to know if it is posible to deploy an altered CRM rule to user's mailboxes... just to minimize email traffic I want to add a select conditon to get only messages that has specifics words as "CRM" in the subject. I can do it but manually on each mailbox so I want to know if it can be deployed automatically... Regards, Pablo -- Pablo GÃ³mez Tag: Request Selection Tag: 92417
  - 13
    - Relationship between Account and Product Hi! Is there any chance to create a relationship in CRM 3.0 between Account and Product. I would like to have Product in an IFRAME in the Accountcard in the same way I did with a Contact. (This is the code in the onloadevent) //Contacts iFrame var navContacts; navContacts= document.all.navContacts; if (navContacts != null) { var contactsFrame = document.all.IFRAME_Contacts; var contactsWindow = document.frames['IFRAME_Contacts']; contactsFrame.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=1&security=852407&tabSet=areaContacts"; contactsFrame.name = contactsFrame.id; contactsFrame.style.borderWidth = '0px'; contactsFrame.onreadystatechange= function() { if(contactsWindow.document.readyState == 'complete') { contactsWindow.document.body.style.backgroundColor = '#eef0f6'; contactsWindow.document.getElementsByTagName('TABLE')[0].style.borderLeftWidth = '0px'; } } } else { alert("navContacts Not Found"); Thanks! Tag: Request Selection Tag: 92415
  - 14
    - Contracts Entity Hello In our business we have two types of contracts; one between ourselves and a customer and one betwen ourselves and a consultant. We need a way to link the two together. Originally I wondered if it was possible to add a lookup field so you could link the two but it seems like I can't do that. I guess it involves relationships but I am a bit new at all that so if anyone could give me some advice I would be very grateful. Thanks!! Tag: Request Selection Tag: 92411
  - 15
    - Display filtered users in Resource lookup. When create a Service Activity with some resource, we look up the resource, select User to choose type of Resource is User. Can we only display users have some specific attribute? For example I have the User-Type are General User, Supporter. Only Supporters can be involved in any Service as the resources. When look up resource, I want only Supporter to be listed. Can we do this? Tag: Request Selection Tag: 92410
  - 16
    - Change default view of Activies to Service Activities. When clicking on any "Activities" tab, CRM shows list of activities of the object, and it's the view: "Open Activity Associated View". Can we customize so that the view "Open Service Activity Associated" will be shown instead? Only show the Service Activities. Tag: Request Selection Tag: 92409
  - 17
    - problems with email router Having a lot of issues getting email into the crm .. Did all the step exactly as shows in implementation guide. Reinstalled the router and several times ran deployment wizard but no luck.. All ports are working fine.. can send and recieve email in outlook but cannot recieve on the web client? P.S : Also check the organizational settings and tools option to let all emails come into the crm... Pls help!! Tag: Request Selection Tag: 92408
  - 18
    - CRM & Email Tracking Hi, We have CRM3.0 and email tracking is on. For 99.9% of cases, CRM seems to track the emails well, but we have found a few emails that have not been tracked. Of these, I have narrowed them down to a couple of causes 1) recipient was in the BCC line 2) attachment > 5mb however, there are still a number of emails that dont fit either of those descriptions. Any ideas? Tag: Request Selection Tag: 92406
  - 19
    - Teach Yourself Supply Chain Management in 24 Hours Guide ! From the basics of Supply Chain Management planning ,to implementing and controlling the operations of the supply chain as efficiently as possible. Including Supply chain management problems ,Supply chain business process integration,SCM components integration , This Guide is ideal for people at all levels... http://flying-rugs.com/SCM_in_24_Hours Tag: Request Selection Tag: 92401
  - 20
    - Reporting on Hours We use the service module for logging cases. What is the best way to get a report of hours by client, by month (even by tech), billable vs. non-billable or contract? I read an article about using Tasks for logging time, and Excel's dynamic report option on activity history, but I can't find an option to report on time. Any suggestions? Thanks, David Schild Tag: Request Selection Tag: 92400
  - 21
    - Linking between Account/Contact and ActivityParty All, Anyone knows the link field between Account/Contact and ActivityParty entities? Thanks! Tag: Request Selection Tag: 92391
  - 22
    - Documenting Customizations I have been looking around for an easy way to pull our customizations information out of 3.0 in some organized fashion so we can see all the changes we've made without sorting through a huge xml document or 100 different entity change documents. So far I have come up empty. Has anyone seen a tool or method for this? If I find anything I will post back. Tag: Request Selection Tag: 92390
  - 23
    - Object Expected on vanilla build mapping attributes between entities Hi. Have a weird problem that google has never seen. Hope someone can shed some light on it: Have vanilla build CRM3 image (vmware) with sql2005. Do this: 1. Create a vanilla entity (called Test in this instance) and save it 2. Create a parental relationship to the contact entity with this entity as a child of contact 3. Optionally (but I did it) create an attribute of the test entity to receive the lastname value from the contact entity 4. Save and publish test entity 5. Publish contact entity (just in case) 6. Go back into test entity and open relationship between test entity and contact entity 7. Select mapping section 8. Press the new button to create a new mapping At this point I get a script error Line 1 Char 1 Object Expected Code 0 then a url that points (ultimately) to mappingList.aspx? mappingid=<GUID> ----------------------------- Now the interesting thing is that I have another virtual image built by a colleague that works fine. My initial thinking was a browser issue but I can browse from the broken image to the working image and run the above process without error. I've tried copying the customisations over 'just in case' but that makes no difference. Further investigation shows that my physical test box I use as a sandpit also has this same issue so I can only conclude that I am doing something wrong in installing CRM. I have a large site that also has this issue but in every other respect things are fine. The site has been running fine for months without issue. Can ANYONE save my sanity and earn themselves a pint along with my undying gratitude and shed some light on this. I'm down to stupid things like - I'm left handed so my mouse buttons are back-to-front. It must be something that I'm doing differently to everyone else but I can't see what it is. (CRM is SR2 SQL2005 (just patched to sp2 in an attempt to fix but was basic before that)) Directory security rights all set to everyone full access both on the site (in inetpub) and in program files\crm Everything running as system administrator Web site running as network service global.js okay but replaced 'just in case' Tag: Request Selection Tag: 92389
  - 24
    - CRM Titan Language Packs Download Guys, Any idea if I can download langauage packs for CRM Titan and from where? Tag: Request Selection Tag: 92385
  - 25
    - Assign Records to different organizations Hi Guys, I have a customer interested in CRM Titan as it supports multiple organizations in one single installation but he has a requirement which is the ability to assign a record (a contact for example) to a different organization. For ex. I have Organization A and Organization B and I have a contact in Organization A, and I would like to assign it to a user in Organization B. is this possible? Tag: Request Selection Tag: 92380

Hi, if we try to assign an activity to an open Request there are all
Requests available (include closed). is there a way to show only open
requests in this select-formular ?

regards
armin

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