Searching Help gives error

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  - 1
    - Adding Outlook Contacts to CRM One of the issues we face in deploying CRM in the legal market is how to allow users to add their contacts to CRM efficiently. To date, we've only been able to advise them to click the "Track in CRM" and "Set Parent" buttons for each of their business-related contacts. We've considered exporting each user's Outlook contacts to CSV, importing them to CRM, deleting their Outlook contacts, and pushing their CRM contacts to Outlook. But that would also be time-consuming, and potentially disastrous if any errors cropped up in the process. And since not all fields are synched, information could be lost. We'd like a process whereby we take all of a user's Outlook contacts, or all those marked with a certain category, and add them to CRM. Is there anything we're missing in 3.0 that would help? And is there anything in Titan that would help? I haven't installed CTP3 yet, but the supporting documentation isn't promising. Thanks, -- Peter T. Schmidt Director, CRM Consulting Client Profiles Dynamics Corp. Tag: Searching Help gives error Tag: 87951
  - 2
    - Use button in Outlook to open CRM folder Problem creating custom button from Microsoft CRM in Outlook 2007: Hi, I'm trying to create a button in outlook linking to a Microsoft CRM page using Microsoft CRM. I've installed the Laptop client for Microsoft CRM and I got a Microsoft CRM menu under mail folders in the Outlook 2007 client. i.e. the Account menu links to http://localhost:2525/_root/stage.aspx?url=%2F_root%2Fhomepage.aspx%3Fetc=1&id=nav_accts If I click the accounts menu under Microsoft CRM the Account list shows, but if I create a button in ISV.Config with "outlook-only" parameter the account list doesn't show when I click it and standing in my Inbox or any other mailbox (same link as above). If I navigate to Contacts under Microsoft Crm and then click the button again it navigates to the Account list. The problem seems to be that the explorer window is not visible when Inbox is open and therefore the Accountlist won't show, but when I'm already in the Contacts list the explorer window is visible and I'm therefore able to navigate to the Accounts list. So the question is, how can I make the explorer window in Outlook visible when I push the button and I'm currently viewing my Inbox? Tag: Searching Help gives error Tag: 87939
  - 3
    - CRM Templates HI Does anyone has CRM Verticals Templates for Manufacturing & Government... Details are available on www.codepex.com/crmverticalstemplates Not being able to download!!!!! Regards Tag: Searching Help gives error Tag: 87938
  - 4
    - Recurring service activities Apologies for the number of (exasperated) posts lately! Having frankly an awful day of discovery of the things that we are absolutely relying on CRM to be able to do, but that it does not seem to....! Does anybody have a need to add recurring service activites?? We do! We have service contracts we need to honour on an annual, quarterly, and sometimes weekly basis. These services really need to be scheduled in advance. I'm getting very very concerned at this point!!! If anyone can provide guidance I would be most appreciative! Regards, Martin. Tag: Searching Help gives error Tag: 87936
  - 5
    - Adding multiple files to an account (notes) Hi, I was wondering if anyone had found a way around the problem of CRM 3.0 not allowing the uploading/attaching of multiple files to the notes field of an account record. Our CRM users need to be able to upload, say 10 jpgs of works carried out at a time, and i'm concerned they will not use the system properly if they have to repeatedly a single file ten times every time they use it. Come on CRM!!! This is basic stuff!! Has anyone found a way of doing this? Many Thanks, Martin. Tag: Searching Help gives error Tag: 87935
  - 6
    - any solution to add "find columns" when adding existing accounts to quotes? Hi, Is there any solution available to search on the "parent customer" when adding "other contacts" (button add existing contact) to e.g. a quote? It seems to be another view than the standard views (quick find or lookup view) in which you can add "find columns", such as parent customer... you have e.g. the same issue when hitting the magnifying glass on the email activity for adding cc records (although this actually is a lookup view, there seems to be a "bug" that i doesn't use the added "find columns")... Tag: Searching Help gives error Tag: 87932
  - 7
    - PLEASE HELP => MSCRMFaxRouterService - error I got a huge proglem with CRM 3.0 => I keep getting this error-message in the application event logs: Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to initialize the fax analysis module for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder)). ---> Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://MASTER:5555' Folder:' C:\Programme\Microsoft CRM\Server\bin\fax\incoming'] (System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.CRMQuery.ExecuteQuery(CUserAuth Caller, String QueryXML) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. MORE INFORMATION: - it has an event id of 0 (none) - the error-message appears every 6 minutes (sharp) - when this error-message appears the whole crm-system is unaccessible - or wonÂ´t respond - when I deactivate/re-activate the Fax-Router-Service on the server OR restart the whole server, the error message is gone and the CRM works fine, BUT after 2-3 days the error-message reappears and the whole crm is stuck againâ?¦ MY SYSTEM: - windows SBS server 2003 - service pack 2 - CRM 3.0.5300.10 - (incl. Updaterollup 2) - IÂ´m using the CRM-Outlook-Client IÂ´d really appreciate if someone could help me with this problem or maybe tell me who I can turn toâ?¦ Chris Tag: Searching Help gives error Tag: 87931
  - 8
    - System.NullReferenceException when creating a new report? Hello. When Trying to upload a new report via the CRM Report Manager I get a System.NullReferenceException (Stack below). It seems as if this function has an error. We already installed some 'service packs'/roll ups, is there a special package we need to get the CRM Report Manager running? Greetings Jens [NullReferenceException: Der Objektverweis wurde nicht auf eine Objektinstanz festgelegt.] Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context) +115 Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description, String xmlContent, String showin, String relatedentity, String category, CrmContext context, String filename, String origFilter) +136 Microsoft.Crm.Reports.ReportCache.CreateSRSReport(String name, String description, String template, String showin, String relatedEntity, String category, String filename, Boolean isNewReport, String defaultFilter) +100 Microsoft.Crm.Application.Platform.Report.InternalCreate(String xml) +629 Microsoft.Crm.Application.Platform.Report.InternalCreateAndRetrieve(String xml, String columnSet) +9 Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve(String columnSet) +131 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +286 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm() +202 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Searching Help gives error Tag: 87930
  - 9
    - workflow manager in CRM 3.0 Is it possible to use Workflow Manager to trigger the sending of an e- mail to certain users if any change is made to an Account? Tag: Searching Help gives error Tag: 87924
  - 10
    - Picklists - Deleting Values Say I have a picklist called 'Type', that has 10 values. When I open Account ABC the Type = Customer. Now I delete the value Customer out of the picklist. Then when I open Account ABC, the value is removed out of the picklist BUT all the accounts maked Customer now have a blank/null value displayed as the picklist value. So the text label for Customer is gone. However, if I query via Adv Find and use the integer value that represents Customer, all the accounts still return. Is there any way to delete a value out of the picklist and still keep the text that was deleted as the value? Right now, there is no way to figure out who was marked Customer. Thanks, James Tag: Searching Help gives error Tag: 87919
  - 11
    - Error when attempting to install Microsoft Dynamics CRM 3.0 Laptop Client for Outlook Hello. I am having a lot of trouble installing the CRM 3.0 Laptop Client for Outlook. Here are my error messages: Error reading from file D:\PFiles\MSCRM\Client\res\web\_controls \htmlbar\_imgs\cmd-unsubscribeLink.gif. Verify that the file exists and that you can access it. Action Microsoft.Crm.Setup.Client.InstallClientAction failed. Fatal error during installation I can browse to the location mentioned in the first error and find the file, however, I cannot open it within Adobe or other similar products. There are two more .gif images with the same problem as well (cmd-subscript and cmd-superscript). All other images in this directory open normally. When I view "Properties" on the images, their sizes are comprable to the others that open fine. Here is my error message when trying to open the .gif images in Adobe Photoshop: Could not open "D:\PFiles\MSCRM\Client\res\web\_controls\htmlbar\_imgs\cmd- unsubscribeLink.gif" because the file-format module cannot parse the file. Are these three files causing the installation errors corrupt??? Do I need a different CD? Any prompt help will be greatly appreciated. Thanks, Dan Tag: Searching Help gives error Tag: 87918
  - 12
    - Outlook rearranging CRM contact data Hi, I'm currently a good distance into our CRM implementation and have been wrestling with the decision of whether to roll-out primarily in Outlook or the web client. The users are already familar with Outlook, and it has appeared until now to do most of what they'll need to do on a daily basis. Something has struck me today though that has got me quite worried regarding the Outlook client. Having imported a test data set of contacts into the CRM through the web client (having first spent much time - days - cleansing the data), i've gone into the Outlook client and opened, and edited, a contact address. On saving, a window pops up asking me to verify the address - that the data is in the correct fields - it is NOT (but was previously, before Outlook opened it). Firstly, this really perturbed me, i'd just spent days cleansing our data and for Outlook to rearrange it in one fell swoop is, at the least, worrying. Not only that but Outlook doesn't take any field customizations from CRM. We have no 'States' here to speak of, and the nearest 'City' is over a hundred miles away. We deal with Villages, Towns, and Counties. I've got a few questions in mind at the moment.... 1) Am I right in thinking that in this case there are data integrity problems between CRM and Outlook? 2) Has anyone come across any other data integrity problems between CRM and Outlook? 3) Is there a fix in Outlook? 4) Email tracking in our CRM is vital. Can we still do it easily if we DON'T install the Outlook client and use CRM Web and Outlook separately? I.e. can a good level of email tracking take place between the Exchange Server (which we haven't yet set up) and the CRM? Sorry for the points! Seemed the best way to communicate what I wanted to communicate. Many Thanks in advance for your feedback. Martin. Tag: Searching Help gives error Tag: 87916
  - 13
    - CRM creating a duplicate email I have a client that is experiencing a weird occurrence, on a regular basis. When an email is sent and tracked in CRM, they almost always copy the other 5-6 members of the company. Often, not sure if always, when you check the entity that is regarded in the email, there are two copies of the email. The original email is owned by the person who sent the email. The "copy" email is always owned by one of the persons on the CC:. The "new" owner seems to be set randomly. Anyone seen this before or have any thoughts? Thanks, -Rick M. Tag: Searching Help gives error Tag: 87915
  - 14
    - Problem assigning new owner to account record We are having a problem assiging a new owner to a specific account record. This problem does not occur with assigning other account records. After assigning the new owner, when the account form tries to save and refresh, this error message occurs: Duplicate Record A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again. There is no duplicate record in the system - either active or inactive. Thanks, -Rick M. Tag: Searching Help gives error Tag: 87913
  - 15
    - Completing Campaign Activities Hey, If I create a campaign and activities and I assign the activites to another user, is there a way for the user to COMPLETE the activities all at one time (like a mass edit function) rather than having to open every darn activities and completing it b/c that takes waaaaay to long, and if there's a quicker way, then pleeease let me know:-) Thanks so much! Tiffany Tag: Searching Help gives error Tag: 87912
  - 16
    - Import Multiple contacts Per Account Guys Please can you help us. We are implementing Microsoft CRM 3.0 and need to import our contact list which was maintained in Excel. Each customer has multiple contacts so we are thinking of creating Accounts first and then import the contacts but attaching them to the correct parent customer. I cannot find a way to do this. Please can you help. Tag: Searching Help gives error Tag: 87905
  - 17
    - Cascading account ownership to Order ownership Hi, I have read the threads regarding cascading ownership and changing the parental to cascading none. However on the Account Order there is no parental realtionship so I how would I go about preventing the ownership of the Order changing with the account owner changes. Tag: Searching Help gives error Tag: 87904
  - 18
    - Case Emails I want to write an email template which will be sent information to a third party (account & contact) to notify them about the service case from within a Case activity. I find that using workflow always put the email to the client, which I really dont want to do. Using templates to drop into an email (activity) I am opening seems to only give me access to global and account templates rather than case based templates I require. I can write the template easily as a Case template, but how do I access it? Tag: Searching Help gives error Tag: 87901
  - 19
    - How To apply security roles to ISV buttons/menus Hi all, Can anyone tell me if it's possible to apply the CRM security roles on the ISV-defined buttons and menus. Because all I've found is to enable or disable ISV for a security role. But what if I want to enable only 2 buttons for role1 and 1button an a menu for role2 ? I've searched throught the ISV definition (msdn) but it seems that you can't define security in the ISV.config So where can it be done ? Thanks a lot DA Tag: Searching Help gives error Tag: 87900
  - 20
    - Import Error - Lead entity does not contain attribute with name .. We have added new fields to the Lead view. We can see these fields and can add data to the fields When we try to import using the import wizard from a spreadsheet, everything goes fine ... the new fields are mapped properly and values are mapped properly , but when import, every record fails with message Lead entity doesn't contain attribute with name = new_tag1, Query builder error ? does anyone know why we get this error or how to fix ? tia jm Tag: Searching Help gives error Tag: 87898
  - 21
    - unable to brows for active directory objects When installing MS Dynamics CRM 3.0 i get following error message. "unable to brows for active directory objects" Server is a member server SQL2005 Standard Edition is installed Server is member of a AD domain. I am logged in as Domain Admin Anybody knows what causes this? and how to solve this?? Kind regards Dicky-Tiesto Tag: Searching Help gives error Tag: 87895
  - 22
    - DST in Update Rollup 2 As per http://support.microsoft.com/kb/927751, DST patch (925874) is included in Rollup 2, has fix for 'New Zealand Standard Time'. We installed update rollup 2, User are in New Zealand time Zone. Activities created after rollup 2, and falls under delta period (Oct 1 to Oct 7) is not reflecting DSTchanges. Does anyone encountered similar problem and found remedy? Tag: Searching Help gives error Tag: 87894
  - 23
    - CRMReports folder I was trying to create a custom web report following the instructions in one of the Microsoft Dynamics CRM books, which included creating a new web application inside de server "crmreports" folder. As I wasn't able to achieve what I was trying to with that report, I deleted it and all of its associated files. Since then I can't enter again the reports section in the CRM site, and I keep getting errors from the configuration files. Is there anyway I can restore the content of the "crmreports" folder to its initial state? The error I get right now is that the 'Microsoft.Crm.Reports.Home' type couldn't be loaded, and it's originated in the home_reports.aspx page, in the following line: <%@ Page Inherits="Microsoft.Crm.Reports.Home" CodeBehind="Microsoft.Crm.Application.Pages.dll"%> I've tried copying that .dll file to the "crmreports" folder, and to a "bin" folder inside that one, but I still can't get it to work... Anybody knows of a possible solution to this all? Tag: Searching Help gives error Tag: 87888
  - 24
    - Synchronization of Outlook contacts Hi , We have an issue with the synchronization of MSCRM contacts with the Outlook contacts. We have followed the below steps 1. Created a contact in MS CRM 2. synchronized with outlook o Contact shows up in outlook 3. Deleted the contact from outlook 4. updated the same contact in MSCRM ( say the email) 5. Re-synch the contact The contact does not come back to outlook. now in this situation if you reassign the contact to another person, re-synch outlook and assign him back to yourself it would re synch with outlook and appear. If any one has encountered such situation please revert back. What is the reason for this functionality ( is it a feature based on some business scenario) ? Where does outlook/ MS CRM store the data of what is synched, where we could potentially go in and reset the contacts not getting re synchronized to outlook. Thanks in advance Kiran Tag: Searching Help gives error Tag: 87887
  - 25
    - where could I place description for new menu item Hi All! I have add new main menu item called "CarSerwis" within sitemap, but I don't know where to put description for it. This description should be visible in Outlook client. For example, I can see entry for sales like DescriptionResourceId="Sales_Description" - but where this description is located?? thx Magda Tag: Searching Help gives error Tag: 87881
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  - 1
    - Wrong time in workflow mail If we look at the properties of a created incident we have one that is created on 28-08-2007 at 10:46. In the workflowmanager there is a workflowrule which has the slug 'created on' as inserted field. If I look at this field the date is correct, but the time says 01:46 ? The timezone setting on the server is correct. What can be a solution? Cyn Tag: Searching Help gives error Tag: 87880
  - 2
    - Exposing Creating User's team membership Hi, Can anyone demonstrate (or point me in the right direction) the following:- We have a number of sites, and a number of teams which map directly to the sites and have the same name as the site (eg siteA has a corresponding team called siteA). When in an opportunity, I would like to obtain the value of the creating user's team, and use this to set a value in another picklist. I am having trouble retrieving the team membership of the user that created the opportunity. Does anyone know of a way to do this? I am not even sure where to start looking at this. Thanks Fentp Tag: Searching Help gives error Tag: 87875
  - 3
    - CRM with Outlook 2007 Has anyone had this issue and knows of a resolve to keep Sync Issues from reporting. The errors are so constant they eventually fill up the end users mailbox. I am asking this in CRM forum because those without CRM are not reporting a problem. - Office 2007 Sync Issues: Error syncronizing message 'calendar or contact subject' You do not have sufficient permission to perform this operation on this object. See the folder contact or your system administrator. Tag: Searching Help gives error Tag: 87874
  - 4
    - MS CRM Connector and version of MS Dynamics GP Do you know if the integration through MS CRM Connectors in CRM works with MS Dynamics GP 10.0? I.e. if we sell MS CRM 3.0 and MS Dynamics GP 10.0, will they be able to integrate with the current version of CRM Connector? The documentation on PartnerSource only indicates integration with MS GP 8.0 and 9.0. -- cal Tag: Searching Help gives error Tag: 87873
  - 5
    - CRM implementation Hi, could someone please provide me some insight into the following. My business is looking very closely at implementing microsoft CRM. I will be the one in charge of this project - I am primarily a network engineer, but have had some experience with microsoft access database development. What I am looking for is some information into what would be the best training course to attend, which would give me a good head start into the CRM development for our business. Your help is very much appreciated. Jurgen Tag: Searching Help gives error Tag: 87872
  - 6
    - Disappearing Account Addresses Hi Everyone! I hope some one can help me make sense of Accounts â?? Addresses! I created an Address for an accounts, then click save and close. Everything appears to save fine, but once the form is saved, the record is not listed in the Accounts â?? Address list. I can find the Address using Advanced Find. If anyone can provide me with any insight, it would be greatly appreciated! Regards, A.Akin Tag: Searching Help gives error Tag: 87854
  - 7
    - Disappearing Account Addresses Hi Everyone! I hope some one can help me make sense of Accounts - Addresses! I created an Address for an accounts, then click save and close. Everything appears to save fine, but once the form is saved, the record is not listed in the Accounts - Address list. I can find the Address using Advanced Find. If anyone can provide me with any insight, it would be greatly appreciated! Regards, A.Akin Tag: Searching Help gives error Tag: 87853
  - 8
    - Adding Users from trusted domain Our Company uses Dynamics CRM 3.0. We have two domains. First a Windows 2003 based domain (lets call it W2003DOM) and second a Windows 2000 domain(W2KDOM). Between both Domains exists a external, bidirectional trust. We have Sharepoint, Exchange and CRM running in the Windows 2003 Domain. Members of the Windows 2000 domain can access our Exchange (mapped at disabled accounts in W2003DOM) and Sharepoint without problems. When I try to create a new CRM user who exists in the W2KDOM using Deployment Manager , I can list all users of the Domain, chose one, give it a role and so on. But the process finished with an error: (80072030) - SOAP Server Application Faulted Any hints how to solve this? Tag: Searching Help gives error Tag: 87851
  - 9
    - Workpalce - activities does not show lead name When opening the Workplace, I cannot see either customer or contact name and the "Regarding" pane is empty. What to do ? Tag: Searching Help gives error Tag: 87850
  - 10
    - Freelance work Does anyone know of someone who does freelance work for CRM? Our company is looking to pay someone to write code for CRM. Tag: Searching Help gives error Tag: 87849
  - 11
    - Reset customization Is there a way to reset all customizations made in Microsoft CRM to the default values without having to reinstall the system? A lot of people at my company have tried to customize the system and now it's a mess. The main concern is that 'contacts' now has attributes for an internal employee, not a contact at a customer (as we would like it to be). Tag: Searching Help gives error Tag: 87847
  - 12
    - Wierd CRM Problem I am running CRM 3.0 SBE on SBS 2003 Premium. I have 17 CRM CAL's and 10 Server CAL's. I have 3 names users setup in CRM. Everything worked perfect when I was the only one logging in doing the customizations. I gave another person access to the system for testing purposes. Since then I lose access intermittently. I access through IE 7 and the server comes back as cannot find server. If I access the crm server via IP (192.168.1.XXX:5555), it prompts me for the login. I enter the information and when the first window closes the second window never comes up. If I then go to http://crmserver:5555, I can access with no issue for about 30 minutes, but then for no apparent reason, no more access. I have the server here in my office so I can access any part of it I need to. I have checked the webserver logfiles and don't see anything strange. I checked the EventViewer and nothing funny there either. I am pulling my hair out trying to track this down. Hopefully someone has had a similar problem and can point me in the right direction. Thanks, Brent Tag: Searching Help gives error Tag: 87842
  - 13
    - Custom Contacts Find View Hi experts! I would like to know if I can create a custom view to find filtered contacts... I have create a new entity related to contacts and when the user click on the look up should appear only some contacts that are related to a specify account. Is there any way to do this??? Thanks and regards!! Pablo -- Pablo GÃ³mez Tag: Searching Help gives error Tag: 87841
  - 14
    - Duplicate Emails CRM users are receiving duplicated copies of outlook inbox email messages in their assigned folders. I suspect this has something to do with the CRM exchange router and the rules it has created. I have removed and re-applied the rule numerous times with no effect.... any ideas out there? Tag: Searching Help gives error Tag: 87840
  - 15
    - Setting up services in CRM I am trying to setup a service in CRM whose required services are dynamic - meaning it is not pre-set to 1 - 20. The reason for this is if I go to set up a new activity and the service is set to Quantity 1 but I selct two people (in this case two engineers), it pops up an error. This is pretty irritating. If I set up the service to have two resources and select only one, I get the same irritating error. Bottom line, sometimes I only need one resource and other times I need more. I hate to setup multiple selection rules to avoid getting this error. Any other way to do this? Ethan Tag: Searching Help gives error Tag: 87839
  - 16
    - Hiding "Create Quick Campaign" button Hi, Can anybody help me on hiding the button in Account entity. I want to hide "Create quick Campaign" button in Account Record. Thank You Vinod Tag: Searching Help gives error Tag: 87837
  - 17
    - Hiding "Create Quick Campaign" button Hi, Can anybody help me on hiding the button in Account entity. I want to hide "Create quick Campaign" button in Account Record. Thank You Vinod Tag: Searching Help gives error Tag: 87836
  - 18
    - Hiding "Create Quick Campaign" button Hi, Can anybody help me on hiding the button in Account entity. I want to hide "Create quick Campaign" button in Account Record. Thank You Vinod Tag: Searching Help gives error Tag: 87835
  - 19
    - Data Fields in e-mail templates? Hi, i'm currently writing an app in c# that uses the vsto classes and connects to my crm database in order to implement e-mail funcitonality for custom entities. ie, allowing me to attach and e-mails to my custom, consumer entity. i've come to a slight impasse however when dealing with templates. obviously, i need to incorporate crm templates into the funcitonality and that works fine until i have to interpret the data fields that get added to the template. the structure seems simple enough when the display field is on the view specified, like for instance "systemuser/name" and i can deal with that no problem, but i'm a bit confused as to how to interpret queries in the xsl when it uses a foreign key to another view, ie "incident/prioritycode/@name". since there is no name column on the incident view, i'm wondering how crm interprets this? it's easy enough to locate manually but i need to write code that can be intuitive to all the different structures. any help or a pointer in the right direction would be massively appreciated! nemanja Tag: Searching Help gives error Tag: 87833
  - 20
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Hello,
I can open the Help contents from the Menu bar or the blue question mark but
when I type in a search term I get "Server error in '/' Application",
"service is not running". Seems like I know this but am stumped.
Thank you for your help,
Mark

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Re: Searching Help gives error by Manoj

Manoj
Tue Sep 04 17:24:20 PDT 2007

Hi Mark,

Can you see if the "Indexing Service" is running on the server?

Thanks!

Manoj

"Markw911" <Markw911@discussions.microsoft.com> wrote in message
news:A4BFCB92-4841-4F4F-AF5A-7AAAF4F0892E@microsoft.com...
> Hello,
> I can open the Help contents from the Menu bar or the blue question mark
> but
> when I type in a search term I get "Server error in '/' Application",
> "service is not running". Seems like I know this but am stumped.
> Thank you for your help,
> Mark
>

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Re: Searching Help gives error by Markw911

Markw911
Wed Sep 05 11:46:01 PDT 2007

Hi Manoj,
That was it. For some reason it was set to "Manual". I checked the
services but only looked for ones that were not running that were automatic.
Thanks.

"Manoj Kithany [MSFT]" wrote:

> Hi Mark,
>
> Can you see if the "Indexing Service" is running on the server?
>
> Thanks!
>
> Manoj
>
> "Markw911" <Markw911@discussions.microsoft.com> wrote in message
> news:A4BFCB92-4841-4F4F-AF5A-7AAAF4F0892E@microsoft.com...
> > Hello,
> > I can open the Help contents from the Menu bar or the blue question mark
> > but
> > when I type in a search term I get "Server error in '/' Application",
> > "service is not running". Seems like I know this but am stumped.
> > Thank you for your help,
> > Mark
> >
>

Top