Sales Process Question

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Help to bind a new form on an account Hi, I would like to create a new aspx page in order to add the management of the expenses to MSCRM. To do this, I need to recover the user id in this page, I tested with the BizUser WhoAmI method but that does not work. Also I would like to bind the account note for example in the contact form. Does somebody could help me? Tag: Sales Process Question Tag: 19995
  - 2
    - CRM controls i want to create a grid that looks like the one in crm. actually i want to create a lot of pages that look and act like the pages in crm. i found an artical with a css file but its not enough. has anyone tried to inherit from some of these crm controls? is it possible and is there a way to get these controls? controls id be interested in are the search/find, grid/view. Tag: Sales Process Question Tag: 19988
  - 3
    - email routing in CRM Hi, We are unable to route emails into CRM. Outgoing emails from CRM work fine but a reply always ends up in Outlook instead of CRM. We are trying to use CRM for helpdesk functionality. All the steps mentioned on page 73 and 186 of the implementation guide were followed but even then we are unable to figure out the problem. We want all emails, to say support@abc.com, to be routed into CRM instead of Outlook. Thank you, Salil Tag: Sales Process Question Tag: 19987
  - 4
    - "TO:" I was wondering if anyone knew how to fix the "To:" on emails so that it looks @ my CRM contacts instead of my outlook contacts so that I can pick the contact I would like to send the email "To:" Thanks, Antony Tag: Sales Process Question Tag: 19986
  - 5
    - Microsoft Leaving Wireless Business??? My husban and I was thinking about buying the MN-700, but we are hearing about Microsoft leaving the wireless business so now we're reconsidering. Does anyone know anything more Tag: Sales Process Question Tag: 19979
  - 6
    - Customization not showing in Outlook I created a new tab on the accounts section by using CRM customization in the isv and web.config files. It works great in the web client but it does not show in the CRM for Outlook module. Is this working as design? Is there any way to get customizations to show up in the Outlook pages? Thanks. Tag: Sales Process Question Tag: 19976
  - 7
    - MN-700 I was thinking about buying the MN-700, but I'm hearing chatter about Microsoft leaving the wireless business so now I'm reconsidering. Does anyone know anything more? Tag: Sales Process Question Tag: 19975
  - 8
    - Price Lists... It appears when entering an order you need to have a product setup on a price list in order to enter it, rather then use a write-in product. Is this correct? Brent Tag: Sales Process Question Tag: 19973
  - 9
    - Security Roles All, Can anyone point to some documentation that clears defines the functionality associated with each security role? Much appreiated.... Joe. Tag: Sales Process Question Tag: 19972
  - 10
    - StatusCode customizable in Microsoft CRM? In the MS CRM 1.2 SDK it says that the StatusCode is customizable in Microsoft CRM But I can't seem to find a way to do that I would like to add an extra reason why an opportunity is lost. Up till now you can only specify Canceled of Out-Sold. I want more options Should I use the proxy and type dll or is there another way? Tag: Sales Process Question Tag: 19970
  - 11
    - What to do after installing CRM?! Problems.... I have just installed MS CRM 1.2 on a SBS2003. Everything went fine but when I try to access the website I get HTTP 400 - Bad request "The page cannot be found". It seems that everything in IIS is OK. Any ideas??? Thanx, Michael. Tag: Sales Process Question Tag: 19968
  - 12
    - Add random objects to view Is it possible in any way, with any tool (that means at all...), to add random object to a main view? It would have been nice to select any object and add this to "My Active Accounts" for example, not having to be the Owner. Any clues or comments? Thanx, JB Tag: Sales Process Question Tag: 19967
  - 13
    - CRM without exchange Hi all our company needs to install Ms CRM, but we don't have exchange installed, in fact we use another mail server May we have some problems with crm features Thanks. Tag: Sales Process Question Tag: 19966
  - 14
    - Multiple activities Hi! Have anyone come across a tool that can create activities for more than one object at once? I would like to use something like "Advanced find" to select the accounts or contacts, and then create one activity with all these objetcs attached. When your'e attaching one by one from the activity form, only the names are the selectabnle field. Thanx, JB Tag: Sales Process Question Tag: 19965
  - 15
    - Changing Manager for a User In the User Guide for version 1.2 it says on page 15: ============================================================================ If you add users according to the managers they report to, it will be easy to move them from one group to another by simply changing the name of the manager they report to. Changing the manager's name on a user profile disassociates the relationship with the current manager, creates an association with the new manager, and automatically moves the user into the new manager's business unit. ============================================================================ I have not been able to repeat this behavior. The Business Unit does not change for the user when I change Manager (Menu: Actions - Change Manager). I need to change the Business Unit manually. Am I doing anything wrong? Is there special setup requirements needed to get this to work? I also noticed that the roles are deleted when the Business Unit changes. Is this intended behavior, or is it a bug? Any help or guidance is most appreciated Regards, Peter Rundberg Tag: Sales Process Question Tag: 19964
  - 16
    - Escalation and background Workflows Does MSCRM have an escalation feature? Is there a way to make workflows run in the background without user intervention? For example, a case not meeting its target resolution date, could a workflow reassign the case to the supervisor of thye current owner and send an email to notify both parties? Thanks ! Tag: Sales Process Question Tag: 19962
  - 17
    - CRM for Pocket PC? Hi all, Does anyone know if there is any software available to run MSCRM for Pocket PC? Thanks. Rob Tag: Sales Process Question Tag: 19960
  - 18
    - A wishlist... any ideas?? I have some things that I would like CRM to do. Does anyone have any ideas as to how they can be achieved? 1: When I add a filter to a report, there seems to be no way of saving that filter so each time I go in, I have to reenter the fields and values. Is there a way of saving this? 2: Can default share permissions be attached to records depending on who created them? For example, user "A" creates a record and automatically users "B" & "C" can share it. If "B" creates a record, only "C" has a share. Is it possible to also have a generic default for shares if this is not possible? 3: When looking at an accounts or contacts list (ie not actually opened a record), is it possible to have a right mouse click to go straight to an activity for a record rather than opening it (one click only). Many Thanks, Lindsay Barrass Tag: Sales Process Question Tag: 19958
  - 19
    - CRM separate Forest Hi all, What are my options if I need to install CRM into a completely different and separate Forest? Note, we will not be implementing Exchange in this environment as I understand that Exchange is a single forest application. So my question is, will CRM cope with inter-forest authentication? Kind Regards, Ash Tag: Sales Process Question Tag: 19957
  - 20
    - Retrieve custom page layout Anyone know if, via SDK, you can retrieve your customized page layouts? i.e., which field is on which tab, etc. I've got to build a CRM add-on that mirrors a couple of pages, and I'd like to do this as dynamically as possible. TIA ! Paul Mavini Tag: Sales Process Question Tag: 19955
  - 21
    - Triggering a workflow Hi, Can anyone tell me if it is possible to trigger a workflow when a specific selection is made from a custom field pick list (for an existing lead record that is assigned to a user and does not require a change of status)? Also, I assume workflows can be used to update a custom field with a null entry, effectively clearing the field entry? Thanks Tag: Sales Process Question Tag: 19952
  - 22
    - An mscrm.pst already exists at location Hello fello MSCRMers. I uninstalled the Outlook CRM Client and tried to reinstall. The following message showed up: "An MSCRM.PST already exists at that location 'C:\Documents and Settings\user\local settings\application data\mscrm.pst. To continue, cancel setup, .... There is no MSCRM.PST file in that location. I've searched the entire drive but nothing has been found. Any advice on this? Thank you Tag: Sales Process Question Tag: 19947
  - 23
    - Scribe Migrate - CRM 2 CRM I am planning to do a reinstall on our CRM server and have purchased Scribe (didn't come in till JUST now), and was planning to do this over the weekend. I have a test environment and want to try it here before I do this on our production. However this isn't as simple as I thought. I know, I know, read the manual, etc, etc etc. But its near critical that I get this production reinstalled, and I'd rather not work straight through a weekend just to learn this thing. Anways, can anyone give me the basic overview of this? Does this take hours just to create the migration setup? For some reason I had assumed it would have some sort of wizard and witin minutes it would migrate.........*shrug*? Do I have to manually assign each migration path for each table?! What should I read first? any help would be greatly appreciated..... thx, Gary Tag: Sales Process Question Tag: 19945
  - 24
    - CRM screen not coming up.. Has anyone run across the CRM screen not even displaying when trying to log onto it from IE? Tag: Sales Process Question Tag: 19941
  - 25
    - How do you fix Crystal after recovering CRM 1.0 ? Note: We're upgrading hardware for our CRM production implementation. The old hardware is being used as part of our backout plan - thus the reason for using different names for the DB and App server Problem: I've restored the CRM 1.0 databases to the new DB server. I've installed the CRM Application on a new App server (The original DB and App servers are shutdown). The CRM application works except for the Crystal Reporting function. On the new App server, in checking the Crystal APS configuratino on the new app server, it states that the APS belongs to the old app server. Now - what do I have to do to get the APS registered to the new app server? (The old app server will not be used again). Thanks! Tag: Sales Process Question Tag: 19933
- Next
  - 1
    - SQL Reporting Services Okay, I've seen this topic mentioned, but no definitive answers Has anyone actually, in reality and in fact, used SQL Reporting Services to create reports against the CRM databases I agree that in theory it can be done, but it would be great to hear from someone who actually has done it in a live production environment Any takers? Tag: Sales Process Question Tag: 19931
  - 2
    - Problem adding items to Price List When trying to add items to a price list, a product is selected from the list and then when attempting to enter a value in the UNIT field, a message appears: "You need to select a Product first." As far as I can tell, this is an endless loop and the price list cannot contain any items. Thanks for any help. Tag: Sales Process Question Tag: 19930
  - 3
    - Can I share entities in migration process? The entities in CRM have only one owning user. If I want=20 who a user see a entity of another user, the entity must=20 be shared with this user.=20 Well, I want migrate entities who must be shared with some=20 users. Exists a way to do it? Thank you for pay attention and sorry my bad english. []'s Vin=EDcius Pitta Lima de Ara=FAjo Tag: Sales Process Question Tag: 19929
  - 4
    - CRM on a Stand Alone box!- Problems Hi All, I have the following installed on the same box Windows server 2003 as the Domain Controller Exchange server 2003 MS CRM 1.2 Everything works fine if I have my computer connected to a network. But I have problems( Lots of error messages in the event log) if my network connection is unplugged. It takes me 10-15 minutes to shut down/ start my box. Has anyone experienced these problems. Another interesting point is that the following services do not start automatically ( although it is set to automatic). MS CRM Security service Crystal APS service. I understand that I have put a lot of questions out there. I would really appreciate any help in this matter. Thanks, Juma Tag: Sales Process Question Tag: 19928
  - 5
    - Can I turn a Activity field in a picklist? I know who the Activity entity is not customizable in CRM=20 1.2. However, can I turn the category and subcategory=20 fields in a picklist? If yes, how? Thank you for pay attention. []'s Vin=EDcius Pitta Lima de Ara=FAjo Tag: Sales Process Question Tag: 19925
  - 6
    - SAP to Microsoft CRM integration Has anyone integrated Microsoft CRM with SAP ERP solutions or know of any tools that might help? Tag: Sales Process Question Tag: 19920
  - 7
    - CRM Database Schema We are using Microsoft SQL Reporting Services to write reports for Microsoft CRM and I am wondering if anyone knows where there is some good documentation for understanding the database schema and the relationships between tables. Thank you in advance. Tag: Sales Process Question Tag: 19916
  - 8
    - Ownership of an Activity Problem: When you assign an activity (e.g. outgoing phone call)to another user it appears in the actvity list of both the "owner" and the "call initiator" (in this case, the person who is assinging the activity). A typical scenario: Telecanvasser owns a lead with an associated activity to make a call. Telecanvasser assigns lead to a salesman. Salesman now sees lead and has a task to call. Telecanvasser also still has a task to call. Confusion reigns! Has anyone any suggestions on how you could automatically change the call initiator to be the same a the call owner when it is assigned? You can do it manually of course but it adds an extra step in a process I am trying to make as simple as possible. Alternatively, can anyone tell me how to creat/modify the activity view in either workplace or home? Tag: Sales Process Question Tag: 19912
  - 9
    - Exchange Connector Cluster Hi all Has anybody experienses with installation the Exchange Connector to an Exchange 2003 Cluster Server? Thx for all informations Thomas Tag: Sales Process Question Tag: 19909
  - 10
    - Outlook resources integration Hi can anybody had integrated existing Outlook Resources (like meeting room, overhead projector...) to MS CRM ? It could be useful when you schedule an appointment on MS CRM and you want to book a room. Tag: Sales Process Question Tag: 19902
  - 11
    - HOWTO: Customizing CRM - include auto-number field? Hello, We would like to customize our CRM Opportunity form. We want to include a OpportunityNumber field, which will be auto-generated when the new opportunity is created, similar to auto-numbers for Contracts, Cases, Articles, Quotes, etc. Is it possible and how do we go about it? I've looked at CRM Deployment Manager. It's possible to create a simple custom Attribute for particular object. But I couldn't figure out how to make it an auto-generated number, like SQLServer Identity... Could I just modify OpportunityBase table in MSCRM database? Do I need to change METABASE database too?.. Or should we consider modifying Opportunity aspx page?.. Thanks in advance. Regards, Dmitri Tag: Sales Process Question Tag: 19884
  - 12
    - MSCRM time out? Hi, does anyone know if the product has a time_out functionality? especially on the web client.. MSCRM is per user license, For exampple the client only bought 1 named license, does it mean 2 users can log in to the system using the same login account? Thanks =) Tag: Sales Process Question Tag: 19883
  - 13
    - Manual Update of Product Table Hi would it be possible to create a trigger to add/lessen a numeric field in the product table? Here's the scenario I wanted, whenever I include a product in ORDER MANAGEMENT, I need to update some fields in the PRODUCT TABLE (ITEMONHAND), we need to make it appear similar to a simple inventory system wherein the product number (ItemOnHand) is updated whenever an order for a product is created. I tried exploring if WorkFlow Manager allows the update, but among the objectas I tested, no MANUAL workflow could UPDATE the Product Object.. I was planning to use a trigger on a dummy field in the ORDER Object, so that once it is changed, an SQL Trigger would go directly to the PRODUCT Table and update the field of the corresponding product. Questions: Can I do this scenario using only the CRM Customization Tools? If I use SQL Triggers, will this void any support? or will this cause support issues? Thanks =) Tag: Sales Process Question Tag: 19873
  - 14
    - account schema In our implementation, we've added several custom fields to account. Does anyone know how to retrieve this schema dynamically?(specifically, not the default account schema, but the internal account schema including the custom fields.) my assumption is that Internally MSCRM uses this schema to validate account inserts and updates. Tag: Sales Process Question Tag: 19872
  - 15
    - Gerneating guID's for new entities using code Hi, I am working with the CRMQuoteDetail object, trying to create new quote lines through a custom app. The web service fails on the Create method, with the soap detail for the error suggesting that the quotedetailid can not be null. This is okay, except that when creating accounts or contacts, the underlying platform generates the ids automatically, so i'm not sure if i can just use C# to create a standard guID to use. If anyone knows what i'm talking about and can help, I would greatly appreciate it. Cheers Chris Tag: Sales Process Question Tag: 19870
  - 16
    - =?iso-8859-1?Q?Reports_list_view_isn't_displayed?= Hi all, Issue: Crystal Enterprise fails to display the Reports list view and the following error is displayed: "Please verify that you have enough Crystal licenses." I notice IG.pdf lists this item in the report troubleshooting section. The solution provided there applys to member server. In my case, everything(CRM server, sql server, exchange server) is installed on single laptop which is a window enterprise server DC. Any advise of solving the problem will be highly appreciated. Thanks in advance! Chaz Tag: Sales Process Question Tag: 19867
  - 17
    - Unexpected Errors sending email I have just installed CRM. I am having problems sending email from it. When I set the DevError on the config file to on it states: An unexpected error occured. An error occured attempting to dispatchthe email: HTTP Status: 404 Nor Found. URL may be invalid. Error Number 0x80040216. Source d:\crm\build\3297 \src\platform\include\proxy\proxyutil.h Line 47 Query String //Activities/Email/edit.aspx Can anyone shed any insight on this? Thanks in advance. Tag: Sales Process Question Tag: 19863
  - 18
    - CRM task are not showing up in outlook? One of our workstations is not showing the task that are created in CRM in the task under outlook. He also recieves a permissions error after creating the task but it still post in CRM. the other workstations work just fine. Tag: Sales Process Question Tag: 19861
  - 19
    - Microsoft announces feature pack Check out their announcement: http://www.microsoft.com/presspass/press/2004/jun04/06- 01DrivesValueCRMPR.asp Microsoft Business Solutions Drives Additional Value In=20 Microsoft Business Solutions CRM 1.2=20 New Feature Pack Offers Tighter Integration With Microsoft=20 Office 2003, Availability of Microsoft CRM Mobile 1.2 and=20 Other Product Enhancements=20 REDMOND, Wash. -- June 1, 2004 -- Microsoft Business=20 Solutions today announced significant enhancements to=20 Microsoft=AE Business Solutions CRM 1.2, due to be released=20 in August. This Microsoft CRM 1.2 feature pack will=20 deliver additional features without additional license=20 fees to Microsoft CRM customers. The feature pack will=20 increase the value of the CRM solution in three key areas:=20 closer integration with Microsoft Office 2003,=20 availability of Microsoft CRM Mobile 1.2 and additional=20 feature enhancements. Deeper Integration With Microsoft Office 2003 The recently announced Microsoft Office Information Bridge=20 Framework will considerably deepen the integration between=20 Microsoft Office 2003 and Microsoft CRM. This closer=20 integration will make it easier for users to create and=20 track sensitive letters, escalate cases and look up=20 customer data, all without leaving Microsoft Office 2003.=20 This eliminates the need to switch back and forth between=20 programs. In addition, through powerful integration and=20 collaboration between Microsoft CRM, Microsoft Office 2003=20 and Windows=AE SharePoint=AE Services, Microsoft Office=20 Solution Accelerator for Proposals for Microsoft CRM will=20 enable organizations to create effective sales proposals=20 and shorten proposal-generation cycles=20 "This feature pack truly delivers on Microsoft's=20 commitment to integrated innovation," said Anders Brown,=20 group product manager for the Information Worker New=20 Markets Solutions Group at Microsoft Corp. "Two already=20 great products -- Microsoft CRM and Microsoft Office 2003 - - have already proved themselves to be powerful tools for=20 conducting business more efficiently and supporting strong=20 customer relationships. The deepened integration helps our=20 customers harness the true power of both products and=20 create a business environment characterized by a high=20 level of collaboration and productivity."=20 The new Microsoft Office 2003 integrations to Microsoft=20 CRM will be available in both American and International=20 English in August. Additional language localization will=20 be delivered in the fourth quarter of this year:=20 Information Bridge Framework in German, and Office=20 Solution Accelerator for Proposals in French, Spanish and=20 German.=20 Microsoft CRM Mobile 1.2 Microsoft CRM Mobile 1.2, previewed earlier this spring,=20 is focused on providing critical customer information to=20 sales and management personnel whenever and wherever they=20 need it. Microsoft CRM Mobile 1.2 enables contact=20 management and opportunity management capabilities on=20 Pocket PC 2003 devices. Microsoft CRM Mobile 1.2 will=20 support American and International English only. Additional Microsoft CRM Enhancements The Microsoft CRM 1.2 feature pack includes enhancements=20 across the Sales for Outlook=AE client; a redeployment tool=20 to enable the migration of Microsoft CRM configurations=20 and data among deployments, sites and application domains;=20 and reporting enhancements to drive best practices in=20 developing parameter-based reports and their management. "The Microsoft CRM 1.2 feature pack will help businesses=20 build even more powerful relationships with their=20 customers," said Helene Cole, chief executive officer with=20 Altara. "Our customers take their investments in=20 technology very seriously, and Microsoft CRM helps them=20 maximize those investments by providing opportunities to=20 closely integrate with existing Microsoft solutions."=20 Tag: Sales Process Question Tag: 19860
  - 20
    - CRM Usage - Question Is there anything I lose, functionality-wise, in CRM by having my users work solely in CRM for Outlook? We haven't started using CRM yet so I would be very interested in anybody's experience/opinion. I don't want my users to have to switch all over and it seems like you can do everything in CRM For Outlook. The one weak thing I do see is that you don't see your email queue the way you do in the web browser, but I am going to write a separate ASP page for that so that's not a problem Thanks. Tag: Sales Process Question Tag: 19859
  - 21
    - Metadata cache error Hi Everyone, I am logging in over a VPN and getting a Metadata Cache error when going offline. It says No Entity. Has anyone seen this before. thanks in adv.. Nic Tag: Sales Process Question Tag: 19856
  - 22
    - SQL Field Limitations I understand that there are 8000 character limitations on tables in SQL that affect CRM's ability to extend customizations on any particular object. I also understand that once a field is created in CRM and deleted, that, currently, those characters are not recoverable. Is there any way for me to quickly determine what usage level I am at on a particular object (current and orphaned) via SQL query or otherwise. Thanks in advance. P.S. I did not do the original deployment and am unable to get any info from those who did. Tag: Sales Process Question Tag: 19855
  - 23
    - Question: deleted user in active directory before deleting in crm If a user in active directory is accidently deleted before deleting the user in CRM, thus making the CRM account orphaned, how can the CRM account be removed to free the license? Tag: Sales Process Question Tag: 19851
  - 24
    - assigning and sharing activities Is there any way to set it up so that I can pick and choose which activities I want to share from one contact/account. I have a list activities under one contact, but I don't want to share them all. When I select only one activity and go to actions/share - it automatically adds the person/team to all activities. This is a major problem. Jen Tag: Sales Process Question Tag: 19850
  - 25
    - Sending CRM E-mail from CRM Sales for Outlook One user gets a "Contact your System Administrator" message when they sending a CRM E-mail from CRM Sales for Outlook. Another user does this function fine. What setting controls this. Thanks Tag: Sales Process Question Tag: 19849

I have set-up a sales process w/ sales stages. When I use
it, the default sales stage is the last entry in my sales
process. I'm expecting the first entry? This is giving me
a warning message stating if I go back to an earlier
stage..blah blah blah. Does anyone know how to get around
this or am I missing something. Tks

Top