Sales Targets for Sales Manager

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  - 1
    - Clone Contact doesn't work in CRM 4.0 when opening different entit Hi - struggling with some of the differences in 4.0, specifically the clone contact from 3.0. I am creating a virtual directory in IIS, and have placed a button on the account form (it's been renamed to Company). Instead of opening a similar account entity - I'm opening a new custom entity. The new entity opens - but no data maps over; instead the error: telephone1 is undefined. This method works when I'm cloning to similar entity, but for some reason not from one entity to another. Any suggestions? <html> <title>Create Client</title> <style> BODY, TD { font-family: arial; font-size: 12px; } TD.body { border-bottom: solid 1px #cccccc; text-align: center; } </style> <script language="javascript"> // Set global variable for the cloned contact window var oClonedContact; function window.onload() { // Open a new contact form oClonedContact = window.open('/OrganizationName/userdefined/edit.aspx?etc=10000#','','menubar=0, status=1, width=1000, height=600'); // Set a timeout to wait for the new contact form to load setTimeout('checkPageState()',100); } // Checks if the new contact form has completed loading // When it completes, CloneContact will be called // If it's not loaded, it will set a timeout and check again. function checkPageState() { if (oClonedContact.document.readyState == 'complete') { CloneContact(); return; } setTimeout('checkPageState()',100); } function CloneContact() { // Get a pointer to the parent window var oParent = dialogArguments; var oSource = oParent.document.crmForm; // With the target crmForm with(oClonedContact.document.crmForm) { // Name fields // name.DataValue = oSource.name.DataValue; // accountnumber.DataValue = oSource.new_cunumber.DataValue; // parentaccountid.DataValue = oSource.new_parentcompanyid.DataValue; // primarycontactid.DataValue = oSource.new_primarycontactid.DataValue; // customertypecode.DataValue = oSource.new_relationshiptype.DataValue; // transactioncurrencyid.DataValue = oSource.transactioncurrencyid.DataValue; // new_companyid.DataValue = oSource.parentcustomerid.DataValue; telephone1.DataValue = oSource.new_telephonelocal.DataValue; telephone2.DataValue = oSource.new_telephoneld.DataValue; telephone3.DataValue = oSource.new_telephone800.DataValue; fax.DataValue = oSource.new_telephonefax.DataValue; websiteurl.DataValue = oSource.websiteurl.DataValue; // Address fields address1_line1.DataValue = oSource.new_street1.DataValue; address1_line2.DataValue = oSource.new_street2.DataValue; address1_city.DataValue = oSource.new_city.DataValue; // address1_stateorprovince.DataValue = oSource.new_state.DataValue; // address1_postalcode.DataValue = oSource.new_zip.DataValue; // address1_country.DataValue = oSource.new_countryregion.DataValue; // Account Information // territoryid.DataValue = oSource.address1_postalcode.DataValue; accountcategorycode.DataValue = oSource.address1_country.DataValue; new_mcaffiliate.DataValue = oSource.new_mcaffiliate.DataValue; // new_newrep.DataValue = oSource.new_newrep.DataValue; // new_visaid.DataValue = oSource.new_visaid.DataValue; // new_mccirrus.DataValue = oSource.new_mccirrus.DataValue; // new_charter.DataValue = oSource.new_charterno.DataValue; // revenue.DataValue = oSource.new_revenue.DataValue; // Client Information // new_chartertypedesc.DataValue = oSource.new_chartertype.DataValue; // new_newboardmember.DataValue = oSource.new_newboardmember.DataValue; // new_settleviadesc.DataValue = oSource.new_settlevia.DataValue; // new_new500acctno.DataValue = oSource.new_new500acctno.DataValue; // new_new500date.DataValue = oSource.new_new500date.DataValue; // new_swcacctno.DataValue = oSource.new_swcacctno.DataValue; // new_new550acctno.DataValue = oSource.new_new550acctno.DataValue; // new_new550date.DataValue = oSource.new_new550date.DataValue; // new_new550balance.DataValue = oSource.new_new550balance.DataValue; // Description //description.DataValue = oSource.description.DataValue; // Internal Information fields ownerid.DataValue = oSource.ownerid.DataValue; // Billing Information fields // creditlimit.DataValue = oSource.creditlimit.DataValue; // all.creditonhold.DataValue = oSource.all.creditonhold.DataValue; // paymenttermscode.DataValue = oSource.paymenttermscode.DataValue; // defaultpricelevelid.DataValue = oSource.defaultpricelevelid.DataValue; // Contact Methods fields // preferredcontactmethodcode.DataValue = oSource.preferredcontactmethodcode.DataValue; // all.donotemail.DataValue = oSource.all.new_donotemail.DataValue; // all.donotbulkemail.DataValue = oSource.all.new_donotbulkemail.DataValue; // all.donotphone.DataValue = oSource.all.new_donotphone.DataValue; // all.donotfax.DataValue = oSource.all.new_donotfax.DataValue; // all.donotpostalmail.DataValue = oSource.all.new_donotmail.DataValue; // Marketing Information fields // all.donotsendmm.DataValue = oSource.all.new_donotsendmm.DataValue; // all.lastusedincampaign.DataValue = oSource.all.lastusedincampaign.DataValue; // Service Preferences fields // preferredappointmenttimecode.DataValue = oSource.preferredappointmenttimecode.DataValue; // preferredappointmentdaycode.DataValue = oSource.preferredappointmentdaycode.DataValue; // preferredserviceid.DataValue = oSource.preferredserviceid.DataValue; // preferredequipmentid.DataValue = oSource.preferredequipmentid.DataValue; // preferredsystemuserid.DataValue = oSource.preferredsystemuserid.DataValue; } // Finally, close the dialog window.close(); } </script> <body> <table width="100%" height="100%" border="0" cellpadding="0" cellspacing="0" align> <tr valign="middle"> <td class="body" align="center"> <div style="font-size= 10pt; font-family= Tahoma;">Creating Client...</div> </td> </tr> </table> </body> </html> Tag: Sales Targets for Sales Manager Tag: 97573
  - 2
    - What's the proper lookup fieldformat for importing products in CRM I tried using both the Import feature in Data Management as well as the Dynamic Data Migration Manager to get a csv product list imported into CRM 4.0 and I keep running into issues with the Unit and Unit Group lookup fields. I have tried using the GUID as well as the name for each lookup record and I get a â??The source data is not in the required formatâ?? error. I also read a post somewhere about formatting the values in that field like this â??[Account Entity],[GUID]â??. When I do that I get the message â??An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics community for solutionsâ?¦. â??. I was wondering if anyone could shed some light on the proper format to use for the lookup field values. Thanks. Tag: Sales Targets for Sales Manager Tag: 97572
  - 3
    - Managing users' CRM 4.0 for Outlook settings Is there a way to centrally manage users' CRM 4.0 for Outlook settings? (Perhaps via AD group policy, for example) By "settings" I mean all those settings in the users' personal CRM 4.0 for Outlook options: eg when synchronization occurs, what gets synchronized, local data groups etc...; Thanks! Tag: Sales Targets for Sales Manager Tag: 97571
  - 4
    - Authentication Methods Hi, I have for the last few weeks been having an issue accessing my CRM 4 install from workstation machines. When I tried to access I was asked for a UID and Password, after three attempts I was given a 401 error saying not authorised. I also have an installation of SharePoint server on the same machine and got the same issue as accessing CRM. Just last night a found an article on the microsoft KB for switching the Authentication to NTLM only not Kerberos and NTLM. I followed the instructions and this solved the issue on the MOSS side of things, I am no longer asked for a UID and Password. Now I was wondering if someone could tell me how I change the CRM system to Authenticate using NTLM only so I can test if this will resolve the problem on that side. I look forward to any responses. Thanks Tag: Sales Targets for Sales Manager Tag: 97568
  - 5
    - Specifying source campaign in Opp., not counting as campaign respo General usage question regarding campaigns. If we create a campaign, then specify that campaign as the source campaign for an opportunity, that opportunity/account is not then listed as a response to that campaign. So when we run a Campaign Performance report, no responses are listed. Do you have to use the normal method of entering a response within the campaign? I'd think that if you can associate a campaign within the opportunity, that linkage would reflect in a Campaign Performance report. Thanks!! Tag: Sales Targets for Sales Manager Tag: 97555
  - 6
    - LOOKOUT - OUTLOOK CRM CLIENT Hi all, just a quick question, does anybody know if Lookout (the old Outlook search add-in) is compatible with the CRM Outlook Client? The two pcs I've been having problems with both either had this installed on them or there were traces in the Registry. I suspect that when we redid the Windows profile of the first user to have this problem, the Registry traces were removed at the same time, and that's why it worked. I'm going to look into it on Monday, but I was wondering how plausible that line of attack sounded to anyone here. Thanks in advance for any feedback or help that you can give me! Christopher -- Christopher Grove Tag: Sales Targets for Sales Manager Tag: 97554
  - 7
    - Re-Enable CRM User Hello Everyone, I am trying to enable a disabled CRM user and I received the following error message. Any thoughts or suggestions would be greatly appreciated. [COMException (0x80040204)] Microsoft.Crm.Platform.ComProxy.CBizUserClass.Enable(CUserAuth& Caller, String UserId) +0 Microsoft.Crm.Application.Platform.SystemUser.Activate(String id) +38 Microsoft.Crm.Web.BusinessManagement.SystemUserDetailPage.changeState(Object sender, DataEventArgs e) +127 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.BusinessManagement.SystemUserDetailPage.ConfigureForm() +216 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 r/ Anthony Tag: Sales Targets for Sales Manager Tag: 97553
  - 8
    - Mapping to 'Owner' attribute using Data Migration Manager I'm having a problem when I run the Data Migration Manager for MS CRM 4.0. I try to map a valid User to the 'Owner' field and I keep getting an error that the data is not in the right format. I can assign the user to other fields that use User data just not the Owner one. I've checked that the User has appropriate permissions, and I can change the Owner to the User after through CRM, I just can't seem to do it during migration. Anyone have thoughts on this? Thanks, Jeff Tag: Sales Targets for Sales Manager Tag: 97552
  - 9
    - CRM 3.0 and Office Accounting 2007 I understand that Gurango used to have a software that connected the two. It was called CRM2OA. They have - as far as I can see - discontinued it. With the discontinuation of this software, is possible that Microsoft (the developer of both CRM AND OA) has created a linking-tool that will work in a similar way as the CRM2OA??? We have CRM 3.0 running here, and we have Office Accounting 2007 running here. We would like to integrate them both so whether you are in one or the other, either one is updated with whatever invoice, client, payments or whatever is being entered. Tag: Sales Targets for Sales Manager Tag: 97551
  - 10
    - How to filter out Leads with "follow-ups"? I am trying to filter out Leads that only show follow-ups. Does anyone know how this can be done, whether through advance find, if so how would you set the filter values to run that or is there another method? In advance, thank you for your responses. Denise Tag: Sales Targets for Sales Manager Tag: 97550
  - 11
    - tracking emails in CRM from non-primary inboxes... We have some CRM users that are responsible for generic customer care type issues. They want tracking and email correspondance to come to/from this "customercare" address instead of their own primary address. Typically, they receive these emails in a seperate email container (in exchange) that has an address of customercare@mycompany.com What's the best way to allow them to track emails from these non-primary inboxes? I do not have any extra client licenses to create another CRM account, so I don't think that is an option for me. I'm on CRM 3.0, but plan to move to 4.0 soon. Has this aspect improved any? Thanks, -- Sketchy Tag: Sales Targets for Sales Manager Tag: 97543
  - 12
    - Mail stuck in Outbox Hello, We just installed the Outlook CRM client, and immediately, emails that are tracked in CRM are getting stuck in the Outbox. We've tried to drag the emails back to the Drafts box, and then open them and resend them, but they still get stuck in the Outbox. What can I try? We're running CRM 3.0 on a SBS2003 box. Thank you! Chester Tag: Sales Targets for Sales Manager Tag: 97540
  - 13
    - Opportunity Products in 4.0 Is there a bug in 4.0 with regards to the addition of opportunity products to the opportunity? I can't figure this out but I've done all the set up of units, unit groups, price list items just as it was in 3.0, but yet when I try and add a price list to the opportunity in 4.0 the lookup list is empty. It seems hard to believe there's a bug in the product as it worked in 3.0 but then again I've analyzed this from every angle and I cannot see that I'm doing anything wrong in terms of set up. Help is appreciated! Tag: Sales Targets for Sales Manager Tag: 97538
  - 14
    - Data Migration Wizard for Microsoft Office Outlook with Business C Is there anyone, who have experience, in using the "Data Migration Wizard for Microsoft Office Outlook with Business Contact Manager" to import data to Microsoft CRM? My question is primary, if it is simple to use the tool and if all information can be imported? Best Regard CD Tag: Sales Targets for Sales Manager Tag: 97535
  - 15
    - CRM 4.0 Distribute Campaign Activity Button not showing When we go into a Marketing Campaign with a Marketing list of Contacts and create a Campaign Activity be it a Phone Call, Email, Email Merge etc and save it the CRM 4.0 Distribute Campaign Activity Button does not display / is not avalible to click to distribute. We have tried it with the user having the CRM System Administrator Security role but no change. Any ideas? Thanks Tag: Sales Targets for Sales Manager Tag: 97525
  - 16
    - Default value of Pricelist to retail on Opportunity hi I want to default the value of price list to retail on the opportunity form. the price list is a lookup field. how do i go about this please? thanks heaps and regards R Tag: Sales Targets for Sales Manager Tag: 97523
  - 17
    - Root Business Unit Hey everyone, Is there any way to change the name of the root business unit? Thanks! -Gus Tag: Sales Targets for Sales Manager Tag: 97518
  - 18
    - how do i set my filters to only show me Leads with follow-ups? Tag: Sales Targets for Sales Manager Tag: 97517
  - 19
    - CRM 4.0 Data Import/update tool Hi all, Does anyone know why the Codeplex website is no longer available? It seem to have this great import/update tool for CRM 4.0: http://www.codeplex.com/Wiki/View.aspx?ProjectName=MSCRMimport Is there anywhere else we can get this tool? Thanks! Harry Tag: Sales Targets for Sales Manager Tag: 97516
  - 20
    - Hi everyone! Tag: Sales Targets for Sales Manager Tag: 97515
  - 21
    - unable to login to Internet Facing Deployment I've set up a test CRM4 system, and configured IFD using the IFDTool. If I try to connect to the CRM system via Internet Explorer, from a remote network, I see a CRM Forms-based Authentication login screen. However, no credentials appear to work. Regardless of what user account I try, the creds aren't accepted. I've verified that anonymous access is enabled on the website, and that Windows Authentication is checked. I've verifed that the MS CRM Asynchronous Service is running. I've also checked that the IUSR_servername account password is set to never expire, and that account is used for anonymous access. Anybody know what else I can check? Thanks, Steve -- Using Opera's revolutionary e-mail client: http://www.opera.com/mail/ Tag: Sales Targets for Sales Manager Tag: 97514
  - 22
    - Need help on setting up users Hello all, I am a complete newbie when it comes to CRM. I finally got it installed and I can log into it now http://ironwood-crm:5555 I go to my url and get prompted for credentials and I put in my user ID and Password which I am domain admin with all privelages. Now I want to set up a few other users so we can get to testing and setup. I go to Settings/Business Unit Settings/Users I see me as the only account. If I try and add my boss for example I get an error. The setup is SBS2003 fully patched with SQL Server 2005 standard edition I think and CRM 3.0 all installed on the same machine. I am not running Exchange server so we are doing this without Exchange. I already had a Server 2003 Enterprise Edition server for my main AD, DNS, Etc.. so when I setup the SBS 2003 Server I had to make it a member server and brought over the appropriate roles for AD administration etc.. SO I have a OU called CRM users but I dont want to have to create seperate login for our employees just to use CRM. I want them to just be able to use there normal Domain logins. how can I got about this? Cheers, Chris Tag: Sales Targets for Sales Manager Tag: 97505
  - 23
    - Email Text in Reports Does anyone know how I can get the Email Text (Activity Description for an Email) to display nicely in a Report or Advanced Find? As it is currently (with all the HTML tags) it is totaly useless. I saw a "suggestion" posted from 2006 to which Microsoft replied that they would look into it, but I am running CRM 4.0 and I can't seem to find that setting. Thanks. Tag: Sales Targets for Sales Manager Tag: 97503
  - 24
    - Email to lead Hi, Is this possible? When I recieve a mail in my queues, can I then some how convert this to a lead, where it automaticly have grabbet the text from the body of the mail in to the company, name, email etc. fields? The email will be sent from a website, so the format will always be the same. Name: "Test name" Email: "Test@email.com" Etc..... Some one out there have an solution? -- Best regards, Anders Jeppesen MCP, MCTS, MPV CRM Gruppen ApS Tag: Sales Targets for Sales Manager Tag: 97502
  - 25
    - CRM 4.0 for the Visually Impaired I heard that CRM 4.0 has some functionality for the visually impaired. Can anyone point me in the right direction to find out more about this? Thanks. Tag: Sales Targets for Sales Manager Tag: 97496
- Next
  - 1
    - Critical import issue on Dynamics CRM 4.0 (bug?) Hi guys and ladies, I'm using sdk for data map creation and import. This is the scenario: imported record has one lookup field referencing the entity itself. Let's call this field New_lookup. I have both "system" and "source" lookup mappings set up. The lookup is resolved searching on a String property. Let's call this New_externalid. Now, if I'm importing a record that has a value on New_lookup that references an invalid record, the transformation asyncservice creates an Error Row with the message "cannot resolve lookup". This is right. EXCEPT in case the record I'm importing references a record that's not imported. In this case, the transormation service gives an error "An error has occurred. Try this action again.", but THE RECORD IS IMPORTED. So you have a row with an error that gets imported. Example: New_externalid New_lookup Name 1 Name1 << Ok 2 1 Name2 << This lookup has a valid values. Ok 3 5 Name3 << Invalid values. Failure handled correctly 4 3 Name4 << Reference to a row with an error. FAILURE, BUT THE RECORD IS IMPORTED! The problem wouldn't be so annoying if it would be possible to change lookup values using an update import. But, as far as I know, update imports do not process lookup mappings. They simply ignore them. Please, could someone tell me if I'm doing something wrong? Except using crappy import function, I mean. Any help would be really appreciated. By the way, did anyone tried to map a large (> 100 values) picklist? In my experience, the import gives a Failure without further indications. Someone could confirm? Alberto Chiesa Tag: Sales Targets for Sales Manager Tag: 97495
  - 2
    - Multi-Lingual fields Salutation Hi, I need advice on multi lingual field in CRM. I would like to have all my fields (Salutation - Miss, Mister, ....) in English language. The contacts can be from different countries (UK, Germany, Italy). Then when I decide to send e-mail or mail merge to contacts i would like to decide in which language will be the letter or mail. So when i decide that the letter will be in German language the salutations should be translated to German language (Mister =3D Herr) so that the mail merge will not use English fields but German. How to do some kind of code lists for country for salutations and other field that should be traslated on mail merge? --------- code list for salutation english: Mister german: Herr italian:Signore Thanks for advice and help. Ale=9A Tag: Sales Targets for Sales Manager Tag: 97493
  - 3
    - Send e-mail for a future day I have a task. I need to receive e-mail reminder 5 days after task is completed. Unfortunatelly MS Dynamics 4.0 does not work properly, because the workflow that should send the e-mail, send it 30 minutes after the task is completed !! In start and actual start date for the e-mail(that should be send from the workflow) I had put down "5 days after task is completed" ! Any suggestions, please. Regards, Omega Tag: Sales Targets for Sales Manager Tag: 97492
  - 4
    - workflows How do you create a workflow if you are using the web client instead of the email client of crm 3.0? Tag: Sales Targets for Sales Manager Tag: 97480
  - 5
    - No Attribute error when trying to save an account with parent acco I tried to add a parent account to an account form. The name of the parent account is displayed correctly in account form, but when I press Save or Save and Close button, I get "No attribute" error on the screen. The information about the parent account is not saved. I have made few customizations, but really donÂ´t think that they cause this problem. ThatÂ´s because as long as I donÂ´t touch the parent account field, save function works correctly. Who can I locate the reason for this problem? Tag: Sales Targets for Sales Manager Tag: 97479
  - 6
    - Migration from Lotus Notes Base CRM to MS CRM Hi, we need to migrate the data for a client who is using Lotus Notes base CRM, to MS CRM. Please provide any information regarding the same. Are there any tools available to do this? Thanks Sunil Tag: Sales Targets for Sales Manager Tag: 97473
  - 7
    - Opportunity - Opp product / error Hello, I have a question/bug(?) concerning opportunities, products and the estimated revenue. For a client of us, we need to default the revenue option to "user provided" and put the field to "read only" so no total revenue ican automatically calculated on the opportunity level. THey always need to enter the total revenue manually. But if I now add a product from the PriceList to an OpportunityProduct, the price_per_unit of this product from the PL is not fetched, and no total_amount is calculated on the Opportunity Product Level. If I now re-open the Opportunity Product, I/the_user sees the error message on top of the screen: "The following error occured: An error occurred during pricing of a detail line item." Results: Product: x ... Unit: Y Price per unit = 0,00 Quantity=100 Amount=0,00 I dont think it should be the case that if on Opportunity Level "user calculated" is provided, that on Opportunity_Product level no total_amounts are being calculated. Am I correct? So is this a normal result of my actions, or is there some sort of a bug? Thanks in advance, kind regards, Sebastiaan Dewolf Tag: Sales Targets for Sales Manager Tag: 97468
  - 8
    - Workflow Rule Failing in 3.0 Hey, So I'm not sure why this "Create" WF rule keeps failing, but I have a picklist in a task that is set by the WF rule, based on entity conditions. If the conditions are met the Picklist is set to "Yes" (the picklist has 3 values, "Yes", "No", and "N/A"). I have some OnLoad code that checks this value, and if the Value is "Yes", a function that captures the Click "Save As Complete" event throws an Alert and prevents the action. Thing is, the Workflow rule doesn't set the field and if I go to the Workflow Monitor, I see this error: Update: [My Field] = Yes | [Date/Time] | Fail | Error code: 80041103. Query Builder Error. No Attribute. I have not altered/added/removed any of the Picklist values after creating this Rule, nor did I change the Display Name, Schema Name, or Lable Name. So what gives?? --MD Tag: Sales Targets for Sales Manager Tag: 97464
  - 9
    - Fax Integration Can anyone pls give some idea on how stable and successful is fax integration in Microsoft CRM ? Of course I will be using the SBS 2003. I have read the documents but just want a general opinion on the 'practical usage' in realtime environment by someone. Thanks Tag: Sales Targets for Sales Manager Tag: 97461
  - 10
    - CRM Web to Lead Question Hi, I have a piece of code that I found through codeplex that creates a Lead whenever an individual fills in a form on a website (found here: http://code.msdn.microsoft.com/CRMWebToLeads/Release/ProjectReleases.aspx?ReleaseId=294). Unfortunately, this code was made for 3.0 and I'm having trouble getting this working for 4.0. Has anyone had any success getting this in for 4.0? Any help would be greatly appreciated. -James Tag: Sales Targets for Sales Manager Tag: 97459
  - 11
    - CRM Live 4.0 Customizations Import Does any know if CRM Live 4.0 has the ability to import customizations from a hosted environment? I tried importing customizations from a 4.0 RTM VPC to CRM Live and ran into a bunch of errors. Is there a tool I might need to use to get this in? Tag: Sales Targets for Sales Manager Tag: 97458
  - 12
    - Archiving tracked emails - CRM 3.0 and Outlook 2003/2007 I've been searching for some confirmation on this subject with no luck. I hope I can get some experienced help on this question. What happens to tracked emails in the CRM database when we move the original email off of the Exchange server and into an archive folder? We're trying to develop an archive strategy for our users' mailboxes and we've been led to believe that if we archive the emails out off of the Exchange server, they will then be removed from the CRM database. Does anyone have the answer to this? Thanks in advance, Mike Gschwind Tag: Sales Targets for Sales Manager Tag: 97446
  - 13
    - Email reminders in CRM Is it possible to set up email reminders in CRM if you are not using the Outlook client? I am using the CRM 3.0 web client and I need to send out emails when I get certain information about certain clients. 1 week later I need to email the same people again with another document, and a week after that another document. Any help would be appreciated. Tag: Sales Targets for Sales Manager Tag: 97445
  - 14
    - Service Selection Rule in CRM 3.0 not being obeyed Hello, I've got a strange problem with CRM 3.0. I've got a service selection rule set up to select resources in such a way that it should be the least busy from any site from a resource group. The thing is that the allocation of sessions is definetely not being done to the least busy site. In fact, some sites only get allocated sessions when the rest of the sites are full and have no more available sessions. The facilities in the resource group are identical apart from the site and business unit. Should they all be in the same business unit? Any ideas? TIA Tag: Sales Targets for Sales Manager Tag: 97443
  - 15
    - Struggling with resource allocation and services I'm trying to implement the last stage of our CRM and that's the scheduling of resources. We offer services to clients but the resources vary considerably. I started by defining services and adding specific resources. This works ok but if I try and add an extra resource (like a record deck) I get an error as that resource isn't specified in the service. If I try and make a service with all the possible resources in it and then select specific resources I have the problem that the service has to define either a specific number of resources or all of them. Is there an elegant way of defining a service with selection rules that will let me select any number of the resources linked to it? Thanks Tag: Sales Targets for Sales Manager Tag: 97442
  - 16
    - Purge Workflow Logs Hi, I cannot purge my workflow logs. If I try to purge them from the Workflow Monitor they never go away. I have tried running the SQL script that I found in the Optimizing CRM 3.0 document which purges the workflow logs and it fails. I have run other scripts from this document with success. Does anyone know how to get rid of these? The Optimizing CRM 3.0 document clearly states that letting them continue to grow is not good. Tag: Sales Targets for Sales Manager Tag: 97439
  - 17
    - CRM 4.0 Campaign Activity - Undeliverable Email So here is my dilemma. I have CRM 4.0 and the Exchange E-mail router set up. The exchange e-mail router is set up so that users may use the forwarding mailbox for receiving e-mail or they may use the e-mail router if they supply their credentials. All outgoing mail is configured in the e-mail router to use the Exchange SMTP server. All of this is working fine. Now my overall goal in all this is to allow me to send a Campaign Activity of type e-mail to a marketing list. I want all undeliverable messages (the message is bounced back) to show up in the Failures section rather than having them show up as Sent in the Email Messages Created section of the Campaign Activity. Is this inherit functionality within CRM? Is there a difference in functionality for how undeliverable messages are handled between the email router and forwarding mailbox methods? Could I get a workflow to do this for me? By having undeliverable messages show up as failures I would get better reporting. I would then also be able to export the failures to excel so that I could run updates on those users to remove their e-mail addresses. RAWCRM Tag: Sales Targets for Sales Manager Tag: 97438
  - 18
    - crmaddin.dll Hi all, still in our pilot test phase for the Outlook Client for CRM 3.0 / Outlook 2003 and have just got another problem. Yet another user who's crmaddin.dll seems to be playing up. I've found this link that talks about the problem a bit but doesn't give me a solution that I can use... http://blogs.msdn.com/mscrmfreak/archive/2006/04/27/584957.aspx We're wanting to roll this client out on approx. 200 pcs. While the unistall CRM client, redo the Windows profile, re-install CRM client method does work, we clearly can't apply the same solution each time one of the users loses the possibility to use the CRM client menu. The Roll Up 2 has been installed on his pc. Apparently this can happen if the CRM client isn't used on a day to day basis. Surely there must be a solution for keeping it stable on a pc? Does anyone have any other ideas, please? The user does not have local admin rights and we won't be able to give them to him and the 200 other users who should have this client installed. Any help will be greatly appreciated. Thanks in advance. Christopher -- Christopher Grove Tag: Sales Targets for Sales Manager Tag: 97437
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    - Update multiple records I have a custom entity form setup to populate a URL field with the record's URL upon a save event. The problem is that I have over 600 existing records that need the URL to populate. Is there any way to populate this field without having to access and save each record individually? Tag: Sales Targets for Sales Manager Tag: 97435
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    - CRM v3.0 Security Requirement? Hi, We currently have 'read only' access for all CRM users for all Accounts in CRM. This is what the business required so they can easily check if an account already exists in the systen (ie help avoid duplicates being entered). The business now have another requirement where they wish to keep the above - but - also have want to have a small number of accounts that are only visible by a small number of sales people (ie sensitive accounts). Is it possible to set security up to accomodate this? Any help would be appreciated. Thanks, Tony. Tag: Sales Targets for Sales Manager Tag: 97433
  - 21
    - Want to enable "Direct E-mail via Mail Merge" in MS CRM 3.0 When i push the Direct E-mail via Mail Merge : YES-option in the MS CRM 3.0 system it just goes back to "No" when i refresh!? Rolles and so and are fixed and ready! Is there any other way to change it to "enabled"? Regedit? a config file? Tag: Sales Targets for Sales Manager Tag: 97432
  - 22
    - Error Loggin onto CRM 4.0 Hi, We have an issue bringing up CRM 4.0. We've been building out the Service Scheduling area last week, and now we get this (Dev) error when we attempt to log in: The Key specified to compute a Hash value is expired, only actived keys are valid. Expired Key: CRMKey(Id:...long GUID...) The full stack starts at the Microsoft.Crm.CrmKeyService.ComputeHash(CrmKey key, Guid scaleGroupId, HashParameterBase[] parameters) Has anyone seen this? --MD Tag: Sales Targets for Sales Manager Tag: 97429
  - 23
    - Just upgraded test 3.0 install to 4.0, weird error when opening account? We are working on a full implementation to crm 3.0 in our office. Still working out some of the bug there. So, we decided to upgrade our test box to 4.0, so we can see if any of the bug we are having are worked out in 4.0. It appears that maybe they are... YAY :) But, when i open an account in 4.0, i get an error box that i have to hit OK 4 times, then everything is alright, and i can see the account, and check everything out. here is the error that is in the bottom of the pop up: http://127.0.0.1:5555/companyname/_common/error/dlg_error.aspx?hresult=Not%20available&errmessage= Thanks in advance... this NG has help in more ways than you can imagine!! Tag: Sales Targets for Sales Manager Tag: 97428
  - 24
    - CRM 4.0 - Implementing sales process as an opportunity workflow Hi, My customer has very complex sales processes that must be implemented in crm. I've created a workflow on the opportunity but run into several problems. 1) My customer must be able to skip stages (or better, jump to or start the process in a particular stage). I it was possible to skip in the old crm 3 sales process and I've read its possible in CRM 4 but I can't find a way to do this. How do I skip a stage? 2) Is it possible to show what stage they are in without viewing the whole (complex ) workflow under "workflows"? Of course, I can add a field and update it whenever you enter a stage but are there better ways to solve this? 3) The CRM 3 sales process waited until all tasks in a stage was completed before proceeding to the next stage. It also updated the probability of a sale. I can't find this option in CRM 4. Do I really have to create a "(wait for activity to complete OR wait for activity to be cancelled)" for every activity and add a "sett field 'probability' to n%'" in every stage? What happends if the user deletes the activity? Will the whole workflow become corrupted/defunc? 4) Is there a way to skip a step in the workflow? It seems to me the old sales process was far better than the new workflow-approach to sales processes. Am I missing something? Tag: Sales Targets for Sales Manager Tag: 97425
  - 25
    - View using attributes of several tables (entities schemas) Is it possible to set a view that is made of more than one entity in CRM 4.0? This is for display and lookup purposes not for reporting. It requires to have an option to choose in the check boxes attributes of the entity that is in database relationship with the entity that the view is being done from. Tag: Sales Targets for Sales Manager Tag: 97424

Hi All,

I need to input yearly a sales target for our sales managers.
History should be kept for reporting.
Does anyone know where to find some info on how to set up suxh an entity.

Thanks for any help

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