Resource Form Assistant

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- Previous
  - 1
    - Combining fields and making them read only hi I have an entity called store which has two fields store name picklist which is a picklist of store names and store name which is the custom crm entity field when a new entity is created the store is linked to a sales rep i have the following code to automatically enter the value from the storename picklist into store. However the issue is that i cant make the store name field read only despite the code being in the onchange event for the storename and the storename picklist. ANy suggestions please. thanks hepas in advance. var CRM_FORM_TYPE_CREATE = 1; var CRM_FORM_TYPE_UPDATE = 2; switch (crmForm.FormType) { case CRM_FORM_TYPE_CREATE: crmForm.all.new_storename.DataValue = crmForm.all.new_storenamepicklist.SelectedText crmForm.all.new_storename.Disabled = true break; case CRM_FORM_TYPE_UPDATE: crmForm.all.new_storename.DataValue = crmForm.all.new_storenamepicklist.SelectedText crmForm.all.new_storename.Disabled = true break ; } Tag: Resource Form Assistant Tag: 69136
  - 2
    - restore accounts A user accidently deleted some accounts. What's the easiest way to get them back? I have the backup of all the databases. Please indicate. Thanks. Tag: Resource Form Assistant Tag: 69135
  - 3
    - Invalid XML error when I open customization setting I have a problem when I try to open customization setting after I import an entity. The system errored "Invalid XML" "The XML passed to the platform is not well-formed XML". Please recommend how to resolve this problem. Thanks. Tag: Resource Form Assistant Tag: 69129
  - 4
    - IIS Worker Process Hi all, Lately I have been logging onto client's servers to do bits and pieces with CRM. On non CRM servers I haven't seen this but servers with CRM have 2 issues, One is the IIS Worker Process is having an issue and also the Microsoft Error reporting has a list of errors. This seems to be fairly generic accross the CRM installations we have, although it is intermittent most of the time. Has anyone seen or even fixed this?!?! Anything appreciated. Thanks. Regards, Nathan Tag: Resource Form Assistant Tag: 69117
  - 5
    - Sending emails from a custom entity We have created a number of custom entities with an email attribute but the 'send email' option does not know the attribute. The 'To' field does not populate. Using the selection also fails with a cannot create token error. Is there a specific attribute name that the send email is looking for? Can we in fact send emails from custom entities? Tag: Resource Form Assistant Tag: 69114
  - 6
    - MSCRMDeletionService message on Event Viewer (Application) Hi, I am getting lots of messages on my event viewew related to MSCRMDeletionService. What is this service for? No users are getting the system!! thansk, hugo. Tag: Resource Form Assistant Tag: 69112
  - 7
    - renaming CRM group in CRM OU in AD Hi there, Just wanting to check renaming of groups in CRM OU created by CRM instalation will be a problem? IT manager at a site wants to keep it to inhouse naming convention and wnated to know renaming them will cause problem. Rgds, Kyaw Tag: Resource Form Assistant Tag: 69106
  - 8
    - Email Templates I have gone in and customized the Service Activity Form to serve as a Customer service ticket at the same time...I would like to email that form directly to the customer, does anyone know how I can make that new Form my template? Tag: Resource Form Assistant Tag: 69101
  - 9
    - CRM SBE ON SBS R2 without Exchange I hear that the new version of SBS will allow us to use a seperate server for Exchange (Alreday own another copy od Ex). But will the SBS version of CRM let me install when exchange is on a different server??? I know pro will, but we don't own pro! LDB Tag: Resource Form Assistant Tag: 69100
  - 10
    - How to Add CRM Fields to Word Templates?? I would guess this is simple, but how do I add CRM fields (Contact namd and address) to a Word doc and save as a template for later... thx! LDB Tag: Resource Form Assistant Tag: 69097
  - 11
    - Installation Error - CRM3.0 in 2003 SBS *R2*, with Workaround Doc Proceeding with CRM30_SBS2003R2 instruction, following the above document to the letter, installing with Administrator (Domain Admin credential), the following error showed up about 2/3 of the way: Installing SQL Server Reporting Services Microsoft CRM3.0 Server Setup Publishing CRM reports failed. System.Web.Services.Protocols.SoapException: The Operation you are attempting requires a secure connection (HTTPS). ---> Microsoft.ReportingServices.Diagnostics.Utilities.SecureConnectionRequiredException: The operation you are attempting re quires a secure connection (HTTPS). at Microsoft.ReportingServices.Library.RSService.EnsureHttpsLevel(HttpsLevel level) at Microsoft.ReportingServices.Webserver.ReportingService.CreateDataSource(String DataSource, String Parent, Boolean Overwrite, DataSourceDefinition Definition, Property[] Properties) --- End of inner exception stack trace --- at Microsoft.ReportingServices.Webserver.ReportingService.CreateDataSource(String DataSource, String Parent, Boolean Overwrite, DataSourceDefinition Definition, Property[] Properties) Abort - Retry - Ignore ++++++++++++++++ I "ignore" it so that it proceeds to continued. Eventually, it finished but said that it had error: "Publishing CRM reports failed" Any ideas? This happened before I had a chance to apply the hot fixes relating to KB923387, as suggested at the end of the installation doc. Thanks. Tony Tag: Resource Form Assistant Tag: 69090
  - 12
    - Add a new "Area" Is it possible to add a new "Area" toolbar/menu item to the lower left corner in CRM 3.0? I would like to add a "Recruiting" area section to the existing Workplace, Sales, Marketing, Service, and Settings areas. I tried modifying the sitemap and adding the section, but it threw a sitemap error. Any suggestions? Tag: Resource Form Assistant Tag: 69089
  - 13
    - Sending Bulk HTML email Hi, How do you select contact/accounts using Advanced Find and then perform a bulk email to those selected? The email needs to be in HTML format. Are there any addons that will acheive this? Thanks Mike Tag: Resource Form Assistant Tag: 69088
  - 14
    - Group Calendar from MSCRM Addons does anyone have any experience with this add on product from MSCRM Addons? Thanks, Lloyd Tag: Resource Form Assistant Tag: 69085
  - 15
    - Week numbering We have a big problem with swedish week numbers in the calendar. These do not correspond to american week numbering. This is critical!!! Since the business we're in rely heavily on week planning this really is a major issue for us. Has anyone stumbled onto this issue and is there a reolution for it??? Would be very grateful for any input to this. We've checked settings on the server as well as clients... Tag: Resource Form Assistant Tag: 69079
  - 16
    - Missing CRM toolbar in Outlook 2003 Hi, I have installed outlook 2003 client with CRM 3.0. I was able to see the menu, menu items for CRM and go offline buttons in outlook 2003 and used it couple of times. But after sometime it got vanished from the Outlook toolbar. I am not able to spot even one menu of CRM. After going through internet, I tried adding the crmaddin.dll plugin, but it displayed a Runtime error( which i am not sure, it is the right way to add it). Please let me know if anybody has come across this kind of problem and has solution for this. Tag: Resource Form Assistant Tag: 69076
  - 17
    - Emails - "To" and "From" are both the same when I assign a Complai I am new to CRM 3.0. I have set up a workflow rule that send out an email to the User that I am assigning the Complaint to. However, everything works fine except the "To" field and the "From" field both show the name of the Assignee. Its probably to do with the fact that the ownerid field gets changed when I assign to the new User. Any way to prevent this? Tag: Resource Form Assistant Tag: 69072
  - 18
    - Outlook personal Contacts: mass update to CRM? Hi all, I'm trying to figure out a way how users can easily move (or share actually) their personal Contacts already in Outlook, to CRM. I'm aware it's not too difficult to do it manually by first activating a Contact and then hittin Track in CRM. Still it would be extremely helpful it this could be done as a mass operation. Especially when the number of personal Contacts (which now would need to be shared in CRM) is huge. Any ways to approach this? Thanks in advance! -Eric- Tag: Resource Form Assistant Tag: 69066
  - 19
    - Security based on Account Type Can we define security/access based on field(s), say Account Type of Account, when Account Type is anything but "TypeA", all users of the system have full access, however when Account Type is "TypeA", only certain group(s) of people can see the accounts, how should I implement it? thanks Tag: Resource Form Assistant Tag: 69063
  - 20
    - Mails to Queues Not getting added in the Queue Hi, Emails sent to Queue Email ID is not getting added to the queue. What could be the reason? Thanks in advance Regards, Roni Tag: Resource Form Assistant Tag: 69060
  - 21
    - No records in ContactExntensionBase table We imported over 40,000 contacts into ContactBase table in CRM 3 but not a single a record was created in ContactExtensionBase table. Why?? If we manually created a contact then records are found in both tables. Any idea? Please help. Thanks. Tag: Resource Form Assistant Tag: 69059
  - 22
    - CRM as a prospecting tool Hi, I'm in sales & my company wants me to use MS CRM, as apposed to Act or Gold Mine, as a prospecting tool. Any suggestions on how I can learn to do this? or any resources on training with the software would be appreciated. Tag: Resource Form Assistant Tag: 69054
  - 23
    - Dynamic picklist issues I have created a dynamic picklist (similar situation to the one described here: http://blogs.msdn.com/midatlanticcrm/archive/2005/12/04/499868.aspx). It works, but if the user changes the option in the parent picklist, I want to be able to regenerate and then refilter the child picklist. I.E. If the parent picklist has options A, B and C, and the child picklist has options 1 - 30. If I select A, I want to display options 1 - 10 in the child picklist etc. This worked for the first time I change the parent picklist after loading the form, but after that, my code reads only the items displayed in the filtered child picklist, instead of all the values in the actual attribute. Is there a way to do this? I hope I'm making sense, it's kind of hard to explain. I have pasted my code below to try to make it more clear. ----------------------------------------------------- var i; var iStartIndex = -1; var iEndIndex = -1; var oChild = crmForm.all.child_picklist; switch(crmForm.all.parent_picklist.DataValue) { case "1": iStartIndex = 1; iEndIndex = 10; break; case "2": iStartIndex = 11; iEndIndex = 20; break; case "3": iStartIndex = 21; iEndIndex = 30; break; } if (iStartIndex > -1 && iEndIndex > -1) { // Create a new array, which will hold the new picklist options var oTempArray = new Array(); // Initialize the index for the temp array var iIndex = 0; // Now loop through the original child picklist options, pull out the // requested options and copy them into the temporary array. for (var i = iStartIndex; i <= iEndIndex; i++) { oTempArray[iIndex] = oChild.Options[i]; iIndex++; } // Reset the child picklist with the new options oChild.Options = oTempArray; } else { // The user has selected an unsupported Parent or no Parent oChild.DataValue = null; } Tag: Resource Form Assistant Tag: 69053
  - 24
    - SQL - getting picklist values hi In the lead entity, i have a field called relationship type. When i say select name,relationship type from lead i get sample as below Kevin 1 Lee 2 However i know that 1 = customer, 2= vendor. I want the query to display kevin customer Lee Vendor Can i construct my query in a way that it displays the selected text for a picklist and not the data value. Please advice. Thanks heaps Ridhima Tag: Resource Form Assistant Tag: 69050
  - 25
    - Unspecified errors after upgrading to 3.0 Upgraded from 1.2 to 3 on 2003 SP1 SQL 2005 when I try to create an Invoice off an order I get Server Error in App Unspecified Error ComException 0x80004005 Same set up for Unable to save opportunity ComException 0x80040217 Any Help would be appreciated. Tag: Resource Form Assistant Tag: 69049
- Next
  - 1
    - Accessing Notes field for reporting hi CRM has a notes field in pretty much all of its system entities and custom entities. I am wanting to know how using SQL i can grab the information in notes field. For example, if i run a simple query select * from lead there is no field called notes . Can someone please advice me on this. Kind Regards Ridhima Tag: Resource Form Assistant Tag: 69048
  - 2
    - the user authentication passed to the platform is not valid Anyone receive this error message in the CRM Outlook Client? "The user authentication passed to the platform is not valid." Thanks, Scott Tag: Resource Form Assistant Tag: 69043
  - 3
    - Unsupported Security Settings Installing Outlook online client get this error: "Unsupported Security Settings MIcrosoft CRM requires that ActiveXcontrols are enabled. Your current security settings prevent this. You need to enable ActiveX and try again". It goes on to explain how and where to enable these. Going there we find they are in fact already enabled. Any Clues? Tag: Resource Form Assistant Tag: 69037
  - 4
    - Service Calender Views We have several locations using CRM and would like to be able to isolate the service calender views to the specific locations. Is there any way to do that? -- Healthy Heart Tag: Resource Form Assistant Tag: 69036
  - 5
    - Creating Price Lists and Products Tell if it is impossible to create a product catalog in this order according to these instructions. Creating the Product Catalog The Microsoft CRM product catalog is the central location for storing product information. The product catalog is a collection of information about your organization's products and services. The items in the product catalog are created or managed through the Settings area of Microsoft CRM. Additionally, you can view the product catalog either online, when you are connected to your corporate network, or offline when you are at a customer's site by using the Microsoft CRM client for Outlook. Before you can add products or services to your product catalog, you must create the applicable discount lists, unit groups, and price lists for your products. To create the product catalog, set up each product catalog area in the following order: 1. Discount lists 2. Unit groups 3. Price lists 4. Products When you get to 3 you must link the â??price list itemâ?? to a product. How can you do this if you have not created products in step 4? The answer is you canâ??t. You can go to 4 and create a new product leaving the Default Price List field blank. You will get a warning â??a default price list has not been set.â?? Then you need to go back to 3 and create a new price list with at least 1 price list item which can be linked to the product you just created. This supports my following statement: As a technical person with an extensive accounting background, I do not get the reasoning for price list and products. It seems as though you cannot reuse a pricelist. I have created several products and the pricing calculates correctly, butâ?¦I donâ??t understand. Please confirm the following: You need to create a price list [with at least one price list item] for each product in the product catalog. Right? Once you use the price list you cannot use it for another product. Right? Thank you for your help, Ed Podowski Tag: Resource Form Assistant Tag: 69035
  - 6
    - Sarbanes-Oxley CRM Tutorial. Sarbanes-Oxley CRM Tutorial. What is Sarbanes-Oxley Act ?, Sarbanes Oxley Training, Sarbanes-Oxley Overview, Sarbanes Oxley Sections 302,906,404, SOX Compliance 404 ineffective? http://flying-rugs.com/sarbanes-oxley-compliance/ Tag: Resource Form Assistant Tag: 69034
  - 7
    - The ability to customize this view has been limited....HELP I added a column to a lead form on CRM 3.0 as an administrator and now can't seem to remove it. I wanted to add phone to the public lead form , but choose the wrong field. I can't seem to remove the wrong filed and add the corect one. Any suggestions ? Tag: Resource Form Assistant Tag: 69033
  - 8
    - Missing Opportunities When in Outlook Interface Afternoon All, I am having an issue when using CRM via Outlook. When I login to CRM via Internet Explorer, I am able to see all of my open Opportunities. The problem arises when I try to use Outlook and search for opportunities. For both, I am using the default "open opportunities" view, but there are a few opportunities that are missing in the Outlook view vs. the IE view. Does anyone know what is going on with this? I have confirmed this in a couple of users accounts. Joe Tag: Resource Form Assistant Tag: 69031
  - 9
    - Default Opportunity views are ignoring closed state? Hello, There are a number of 'system views' for opportunites like "Opportunities Closing Next Month" These views all seem to include already CLOSED opportunities, which does not make any sense! And, as system views, it does not appear I can 'fix' the filtering criteria. I can create new views that do what is expected, but this does not seem like valid behavior! Can I hide the system views? Am I doing something wrong? -- Len Ott Socket Communications Tag: Resource Form Assistant Tag: 69029
  - 10
    - Shared SQL Server We are planning an inhouse implementation. We have Navision running off of our SQL server atm, and it is mission critical. I know that a shared SQL server is not recommended, but it is allowed for. What is the experience out on the street with this? 1. Any known issues with sharing a SQL server that is running Navision (3.6)? 2. What are the odds that problems with the install will bring the server down? 3. Performance should not be a problem (it is a robust server) but are there other issues I should be aware of that are not covered in the literature? Tag: Resource Form Assistant Tag: 69026
  - 11
    - Change product unit groups Is there an easy way to change a product from one uit group to another? Tag: Resource Form Assistant Tag: 69020
  - 12
    - Problem with outlook I have instaled the outlook client for CRM 3.0 but when i acced to the outlook I only ca see the entities of the work area I cn=B4t see the entities of Sales module and marketing module. anybody knows how i solve this? thaks Tag: Resource Form Assistant Tag: 69014
  - 13
    - Closing Appointments automatically I posted this a little while ago with no responses so I am trying again. Does 3.0 auto complete appointments like 1.2 did? It doesn't appear that it does and I am wondering if there is a sql job to do this or do I need to write my own. -- Thanks, Brian Tag: Resource Form Assistant Tag: 69010
  - 14
    - Mailmerge Templates In a thread elsewhere it said that during the CRM Outlook client install that various mail merge templates would be installed for instance â??Quote.dotâ??. I did a search for this template on the PC and turned up nothing. When I searched the MSCRM CD I found several templates. Where are these supposed to be installed? Tag: Resource Form Assistant Tag: 69007
  - 15
    - MS CRM Mobile vs Sandbox CRM Mobile Express Anyone can tell me the difference about instalation, language support, supported devices. Tag: Resource Form Assistant Tag: 69004
  - 16
    - Error when migrating Contracts I successfully migrated (thanks to this group) my contacts and accounts DB to CRM usign the DMF. Now I have been requested to migrate some contracts (300+) and no matter what I do, I get this line when migrating. 20/09/2006 - 11:30:42 a.m. -- Creating object 20/09/2006 - 11:31:02 a.m. -- Failed to migrate object: 20/09/2006 - 11:31:02 a.m. -- <contract><contracttemplateid>{E2DCF92A-9D33-DB11-A3B9-0011095DC6CD}</contracttemplateid><accountid>{5A6847C7-AD48-DB11-93E7-0011095DC6CD}</accountid><owninguser>{B47C4793-4334-DB11-8E99-0011095DC6CD}</owninguser><activeon>2004-03-23</activeon><billingfrequencycode>1</billingfrequencycode><expireson>2004-06-30</expireson><title>XXXX</title></contract> 20/09/2006 - 11:31:02 a.m. -- Recording migration status I don't know if CustomerAddress table must be migrated, as I've already imported the addresses into the account table. Tag: Resource Form Assistant Tag: 69003
  - 17
    - DMSNAPIN trouble and no more access to the crm Bonjour, i got a message when i open the DMSNAPIN.msc: "dmLog: IsCRMSysAdmin: WhoAmI failed". i'm looking for this solution: http://support.microsoft.com/kb/893102 But when i want to create a new administrator i got this message: "cannot create user: Soap Exception!" Nobody can access to crm anymore i suspect a licence problem but i can't attribute a new one because a this messages i ever try to register the framework in IIs but without success. Anyone can help me ( sorry for my bad english). Tag: Resource Form Assistant Tag: 69002
  - 18
    - Reportfilter is missing Hello, I have designd some reports for CRM 3.0 using MS Visual Studio.Net. The reports running very well but it is not possible to filter the report in the CRM like the standard reports. Have anybody a sugestion? Thanks Tag: Resource Form Assistant Tag: 68996
  - 19
    - Tracking activities/appointments (made in CRM) in Outlook I've created an appointment within CRM3, Is it possible to receive an email-notification of this in Outlook? Second I'd love to know if it's possible to see my appointment back in Outlook --> Calendar (the given date in CRM doesn't show anything in Calendar) Do I have to push buttons to synchronize something or create a workflow? replies most welcome. Tag: Resource Form Assistant Tag: 68994
  - 20
    - Change address and phonenumber to contacts in "new case" window. If I am in the middle of creating a new case and talks with the customer on the phone...I wants to be able to change the customers address, phonenumber, computername, username....and so on in the New case window. I've got no time to find the contact and update this information and then back to the New case window and type in the customers problem. But I want to be able to change this information in both ways. ---------------- 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=a5969e2b-eb4c-4d0b-a287-dac2d32330f3&dg=microsoft.public.crm Tag: Resource Form Assistant Tag: 68992
  - 21
    - Email Creation via Workflow rule I have a workflow rule that generates an email to several individuals each time a Lead is assigned. The email has the owner of the lead in the To: field. The problem I'm running into is From: field is is the same as the To: field which is the owner of the lead. Is there an easy way to make the From field fill in with the user how assigned the lead and not the user who the lead was assigned to. Tag: Resource Form Assistant Tag: 68989
  - 22
    - How to track forwarded mails. Hi there. I have a dillema: One of our customers has two domains (us and nl) and one crm 3.0 implementation (nl) Is it posible to track incomming mails from the us domain exchange by forwarding them (with a rule on exchange) directly to the crmmail@nl-domain mailbox? If not, do i need to add the us crm-users to the nl exchange server and forward the mails to these boxes? Or is it not possible to track forewarded mail at all? Thanks in advance. Alex Tag: Resource Form Assistant Tag: 68984
  - 23
    - custom entity and email creating Hello, I have created a custom entity. When creating an email activity for this entity, the Email address field isn't automatically added, as is the case in account, contact etc. also, when clicking the magnifier icon this entity doesn't appear in the "look for" field. Is there a way to do one or both of these things? Help would be most appreciated. Tag: Resource Form Assistant Tag: 68978
  - 24
    - fax The fax integretion of CRM is very limited, and especially using merge to fax.We notice that a lot of client require to send faxes and when they read the CRM brocures they think that is possible, but at this time this function doesn't work. I hope that in a future service pack or update it is possible to solve all the issue about Fax in CRM. Kind Regards ---------------- 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=1c6933bb-67f1-4050-923b-226f1ba67f48&dg=microsoft.public.crm Tag: Resource Form Assistant Tag: 68972
  - 25
    - Host header Vs MOC , which one is correct Hello all, If i go through the implementation guide , i read following paragraph "host headers can not be used ". But if i read the installation and configuration guide (official) , it talkes about creating host header and entry in DNS. I am just confused. Although i used host header so many times during demo installation without any problem by creating my own crm web site . Do not install Microsoft CRM to the default website. - The default website must be accessible through http://<servername> - host headers cannot be used - the default Web site must be on port 80 - the IP addresses must be All Unasigned anyone can solve this riddle and explain . Thanks /Aami Tag: Resource Form Assistant Tag: 68971

Hello,

I am using CRM3.0
I have multiple sites in CRM, like "Site1", "Site2".
For each sites, I have room and machine.

Site1: Room1, Room2
Site2: Room1, Room2

I create a resource groups as "Room". Add 4 "Room"s to this group.

I create a service, define rule to select 1 "Room" from "Room" Group.

The problem comes when I create service activity!
In service activity, after I select the site, on "Resource", system didn't
Filter the resource (using site) for users. As a result, it becomes

Room
-> Room1
-> Room1
-> Room2
-> Room2

User will not know which Room is the sites.

Is there anyway to do the filter on lookup or Form Assistant for resource?

Best regards,
Ken

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