Security Roles for Reports

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  - 1
    - Using CRM Application Pool for Custom ASP.NET application Hi All I am having 2 server based CRM configuration set that is CRM database is on other server, My intallation on multi server went well and CRM is working fine. I have asp.net application which also uses the same database server as CRM and it is deployed on CRM web server. I have added this ASP.NET application to the Application Pool that CRM is using so that I don't have problem in Connecting to Database server however though CRM is able to connect to the database my ASP.NET application is not getting trusted connection on sql server. What am i doing wrong here? Do I have to do some more setting to get it working? Please help Makarand Tag: Security Roles for Reports Tag: 42152
  - 2
    - Help: Error when working disconnected in sales outlook When attempt to work connectionless, it appears to me the following message in all folders: "Cannot access rights of or privilege sufficient lacks to conduct this action". The user is administrator in local machine. The OS is WINDOWS XP SP2 HOME EDITION. Tag: Security Roles for Reports Tag: 42148
  - 3
    - ISV.Config not recognising changes Hi I am trying to add ToolBar buttons to the Account form for using the MapPoint web service. I have added the required code to the ISV.Config file, but am not seeing any sign of the buttons on the form. I have re-started IIS (using iisreset) on the server following the change I have renamed all other instances of isv.config on the server I have even added some mal-formed XML to the file to see if I can break it, and CRM just keeps coming up unchanged as usual. I can't see what else I can do! Any ideas? Thanks Rob Tag: Security Roles for Reports Tag: 42147
  - 4
    - Due Date on activity a required field Is there any way to make due date on the activity record a required field? Thanks James Tag: Security Roles for Reports Tag: 42144
  - 5
    - Problem when adding an appointment in CRM from the SFO ver. 1.2 When the users make an appointment in the SFO, its fails. The SFO makes the activity on the contact, but the Outlook synchronisation fails. The appointment does not appear in the Outlook calendar. Then we reinstall the appointment form in Outlook, clear the forms cache, and the problem is resolved. Then after some time (weeks) the problem comes back. Any ideas? Best regards Jacob Mondrup IT Manager, Cultivator Denmark. Tag: Security Roles for Reports Tag: 42142
  - 6
    - Installation -failed to create Microsoft CRM databases- When I try to install MS SRM, I get the message "Failed to install Microsoft Customer Relationship management Server. Failed to create Microsoft CRM databases. Unknown error. (80040E14). How can I resolve this problem. Please... Tag: Security Roles for Reports Tag: 42137
  - 7
    - CRm and map point Hello all, i am new to this forum and appologize if i am not in the right forum to ask this question... Currently we use a product called Visual CRM, which works in conjuntion with our Visual Manafacturing... thye both use the same database, however we do not really use the CRM module of visual that much. SO my boss asked me to check out MS CRM. Now i have a few questions to ask.. 1) Can MS CRM be used with map point? Most sales guys here use map point as there CRM alone. 2) Is it possible to import data from my visual database of current users to MS CRM, is there any import function in MS CRM? 3) Is this MS CRM a networkable application? Is all info kept in a databse on the server whetre anyone with proper permission can access sales guy A's info but not sales guy B info? Thanks in advance for any help... -- Rob... Tag: Security Roles for Reports Tag: 42116
  - 8
    - I am not able adding my userid to CRM user During the CRM installation and learning time, I added my usename to some of the account created by CRM installation. Later I understood the right way to add users and added 3 user to CRM. The process was fine for two user but give an error with my username. Now I have 2 user running and 1 username shown in the CRM userlist, but with no rights and no licence assigned. Anyone could tell me how I delete my username and reassign it? I cannot delete my username from the userlist, neither i would change my username in the CRM. Tag: Security Roles for Reports Tag: 42115
  - 9
    - Question about CRM Server migration HI, I would like to put my CRM app Server onto a new machine. Actually, the apps are on one machine, SQL is on another one and AD is on a third one. I would like to know if the only thing I have to do is to install CRM server on the new machine and specify to use old data and old AD. Question : - What happens with form customization? Do I need to do a "Deployment manager full deploy"? - What happens with custom report that has been deployed? - Is there any way to make SFOulook client point to the new server? Should I be better removing the old machine from the network and using the same machine name for the new one? That way I would avoid having to modify lots of client configuration? Any link to document where I could find information? Thanks! Tag: Security Roles for Reports Tag: 42103
  - 10
    - Case reports Hi Guys, we are using CRM for logging our service calls but have a few issues which I hope someone might be able to help with. Firstly, when logging onsite visits we are recording them as appointments but we need to report on these to automatically produce onsite job sheets, incorporating information from the appointment, case and account records. I've created a report in Crystal with varying degrees of success as it seems to miss of information from Account records and also doesn't seem to restrict the report to Appontment activities, despite my filter. Has anyone else done anything like this successfully? Secondly, we would like to be able to offer our customers some form of update on their case history, either via a report or restricted viewing to their case history. I know there are a couple of 3rd party plugins which allow remote access to CRM but on investigation these seem horrendously expensive & OTT for us. Does anyone know if it's possible to automatically email a report at a certain time, perhaps via the workflow manager? We could then create a Case Activity by Case report for each customer and email it daily. Finally (honest!) does anyone know if the next version of CRM has any better interaction between the Outlook plugin and the Service side? We are running 1.2 and it's really annoying that you can create a new lead, opportunity, quote etc from an incoming email but not a case! Again, if anyone has discovered a way to do this I woud be very grateful for any advice! Many thanks Ruth Tag: Security Roles for Reports Tag: 42099
  - 11
    - How to see incoming emails within CRM? Hi all, where can I read how to setup CRM so we can see incoming emails for a given accounts (ex, support@..) in a queue? We have already configured a queue and can send mails OUT of CRM. Regards, Vadim Tag: Security Roles for Reports Tag: 42095
  - 12
    - Problem with importing contacts from MS Outlook, TXT file, CSV fil Hello I'm trying to import contacts from MS Outlook , TXT file or CSV file the problem is, when i'm trying to import the contacts into the CRM version 1.2 there's an error "Microsoft Internet Explorer" "A system error occurred while the data was being imported. The import wizard will now close" Whatever i tried there is the same error like this i tried from "MS Outlook contacts" from CSV file, from TXT file... but without any success results. I'm sure that the contacts are correct, because i tried to import them from file into MS Outlook, and it works... but when i try to import it into CRM the error is known.... Can someone help me with this annoying problem please? Tag: Security Roles for Reports Tag: 42077
  - 13
    - Sent Mail Question I'm new to CRM 1.2 so patience please. It appears that if I send a mail message to a Contact that I have in an Account in CRM 1.2 that the only record of that activity lies within CRM. Looking in my Sent Mail folder I find no record of the action. Environment: SBS 2003 Exch Svr 6.5.7226 (SP1) XP-Pro desktop I send the mail within the CRMweb site as an Activity associated with a Contact. The sent mail appears in the Contact's History but for some reason MS elected not to order these by Date (at least not that I can figure out). More importantly to me, I have no single screen showing all mail activity to an Account organized in date order. My hope was to set up a separate folder for each Account in Outlook's Sent Mail so that I could aggregate all sent items in one location that would be ordered by date. This organization of data is supported in Outlook's Business Contacts Manager and is quite handy. I don't see that capability in CRM so the idea of organizing them in Sent Mail subfolders is actually a work around to get CRM to give me the functionality experienced in Outlook's Business Contacts Manager. Open to any thoughts / suggestions. Thanks! Tag: Security Roles for Reports Tag: 42076
  - 14
    - Need to change to Service account for CRM Becuase of some problems on our system, I now have the need to changed the service account for the CRM System. Does anyone have a procedure or is there a method to make the change easily. Can I just create a new Account and set the services to use the new Account. Tag: Security Roles for Reports Tag: 42063
  - 15
    - Deactivate then Save & Close Hi All, I have a simple workflow linked to a custom button that just deactivates the contact, but then the users have to click "save and close", does anyone know of a way to to make this happen as part of the workflow? Thanks in advance Simon ... Tag: Security Roles for Reports Tag: 42062
  - 16
    - Contract Template Is there anyway that I can customize the Contract templates form? I would like to make changes to the RESPONSE LEVEL picklist. Thank you in advance. -Horia Tag: Security Roles for Reports Tag: 42061
  - 17
    - Workflow e-mail opportunity info I have created a workflow that sends the VP of Sales an e-mail when a new opportunity is created that is greater than a certain value and that part is working fine. I am including the opportunity name and the estimated value without a hitch. But I have been unsuccessful in attaching the "opportunity customer" (which appears to be a field in the deployment manager) nor can I get the "opportunity owner" to appear in the e-mail. Each time I just get a unique identifier, such as, {776BECB2-DB4F-4652-8885-395D1A4A5D86}. My goal is to get the account or contact name and the opportunity owner in the e-mail. Any thoughts? Tag: Security Roles for Reports Tag: 42056
  - 18
    - Is direct database access ok as CRM customization? Hi everyone, if i directly access CRM database through sql query, which is just a SELECT query. Is this OK by Microsoft standards as i am not doing any insertion or updation in database. Waiting... uMar Khan Tag: Security Roles for Reports Tag: 42052
  - 19
    - CRM-12-228 - Extending Microsoft CRM using .NET Hi Does anyone know what this course/exam covers as I cannot seem to find anything about it? Thanks Julian Tag: Security Roles for Reports Tag: 42044
  - 20
    - Quote Format I am trying to customize the quote form to apply some graphics and make it look "nice" to our customers. Has anyone had any luck with applying a logo on the Quote form? Tag: Security Roles for Reports Tag: 42043
  - 21
    - Sorting views....what's up?????? Hello, I've seen a couple of posts on this and just cannot believe what I'm reading! We've created several custom account views (ie Active Accounts, Inactive Accounts, My Accounts, etc). We've added 10+ so far, and were planning on adding more to the drop down list. All of a sudden out of the blue this morning the views are in a completely random order. All along they've been sorted alphabetically. Now today, they're completed jumbled in the drop down and unusable. I'm reading that there is no way to resort - is this true?? And why would it all of a sudden be jumbled, when all along its been alphabetical? Anyone have any ideas? Thanks, Jim Tag: Security Roles for Reports Tag: 42042
  - 22
    - CRM 3.0 Feature Does anyone happen to know if I will be able to assign a CRM Task to a non-CRM user from the Outlook client and then have any further actions such as acceptance, denial, or completion by this non-CRM user show up for that task within the CRM app itself? Tag: Security Roles for Reports Tag: 42041
  - 23
    - Creating a duplicate lead Am I right in assuming there is no way to create a duplicate lead from an existing one? I'm asking because I have multiple people within the same company - would like to add a second lead without retyping all the address info, etc., that would be exactly the same. Tag: Security Roles for Reports Tag: 42039
  - 24
    - variable for current owner? (want to use to create new "My" view) I want to create a new view which is just like "My Active Contacts" but with an additional filter criteria. I want the results to vary by user. So instead of creating separate views for each user (Tom's Active Contacts in MA), it would change itself per user and the new view would be "My Active Contacts in MA". The results would be all active contacts in MA who are owned by the current user. How do I specify to use the current user in the Filter criteria? All help much appreciated! -Sarah Tag: Security Roles for Reports Tag: 42038
  - 25
    - KB Search in Service I have added, a new KB article in to the KB. However, whenever I search for the article within the Service - Customer Service of CRM I don't get a result from the KB. However, if I try a search within my Workplace then I get a response. Is this due to the searching not being turned on within the Service section of CRM??? If so how do I turn it on?? Tag: Security Roles for Reports Tag: 42034
- Next
  - 1
    - Sales for Outlook vs clustered environment Fault-tolerance is extremely important in some cases, and some partners also would like to use Sales for Outlook Client because of their business needs. Using a standalone SQL server doesnâ??t meets this needs, so sometimes we have to use Microsoft Clustering Services and implement a SQL Server Cluster with least two nodes. I read the technical articles to find a solution, but I found only one which explains that Sales for Outlook Client does not work in a clustered environment. For further investigations, I configured a test environment with four servers: one IIS (CRM) server, one DC which runs other necessary services (like DNS), and two SQL 2000 Servers in an active/passive cluster. I installed Microsoft CRM, and configured it to use the SQL virtual server as database server. MSCRM browser client worked correctly. Then I installed Sales for Outlook Client on a test client computer, and tried to synchronize with MSCRM. Synchronization stopped with error, of course. I read the error logs and I thought that synchronization problems are originating by the SQL replication configuration. MSCRM installer places the replication snapshot folder (MSCRMSnapshotShare) on the SQL Serverâ??s physical disk, and of course it is impossible in a clustered environment. Then I added a file share to the cluster resources with the same name as the Sales for Outlook Client uses during the synchronization process (MSCRMSnapshotShare), and configured the SQL replication to use that folder as its default snapshot folder. After these steps, Sales for Outlook synchronization worked correctly even if a cluster node is down, and resources moved to the another node. Now I would like to know, is my solution supported by Microsoft or not. I think fault-tolerant and highly available CRM solution is not only useful, but necessary in many other cases ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=ee6c6936-7a59-491a-88b6-0fa51eb43b6b&dg=microsoft.public.crm Tag: Security Roles for Reports Tag: 42032
  - 2
    - Read Receipt problem in SFO I have struck a problem in SFO to do with read receipts. If I generate a normal Outlook email and set the option to request a read receipt and delivery receipt, then the functionality is normal in that the recipient is offered a dialog box choice to send a read receipt and the sender receives a delivery receipt. If the recipient chooses to send a read receipt, then the sender receives it. However, if I generate a CRM email using the CRM toolbar in Outlook, then the above does not occur. No delivery receipt is received by the sender, no dialog offering to send a read receipt is displayed to the recipient and thus no read receipt is received by the sender. Is this normal CRM / SFO behaviour? Has anyone else encountered this? Thanks all. John Balsillie -- John Balsillie Tag: Security Roles for Reports Tag: 41939
  - 3
    - Integration with InfoPath I'm trying to create an integration with InfoPath that allows me to pull data from the CRM system into an InfooPath form. I found the article on MSDN on how to do this, but I can;t get the example code to work. I've created a web service using the example code but when I invoke the web method it returns the following error: <?xml version="1.0" encoding="utf-8" ?> <Error>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.BizUser.WhoAmI() at FetchAllAccounts.FetchAllAccounts.Fetch()</Error> Can anyone help me troubleshoot this? Thanks, Tim Long TiGra Networks Tag: Security Roles for Reports Tag: 41934
  - 4
    - Credit Invoice (negative amount) Hi We need to enter Adjustment Invoices or Credit memo in CRM. Is there a workaround/way to do it in CRM? I am sure many of you might have faced this problem. Thanks, Roof. Tag: Security Roles for Reports Tag: 41925
  - 5
    - Linking Accounts - Many to Many Relationship I want to set this up right on our new roll-out of CRM. Business situation: We provide services to our CUSTOMERS (which are always organizations so we are setting these up as Accounts.). Of course that involves a sales process to decision makers within the CUSTOMER ACCOUNT and then post-sale keeping track of employees of the CUSTOMER who set up file feeds to us, etc. So far no problem. But we also have a number of specific individuals who are not-employees of the CUSTOMER and are not our employees (ie. Users). These are people (and their organizations) such as the following two examples*: 1) the individuals within the Marketing Partner organization that helped us make the sale to the CUSTOMER 2) the individuals who work for the CUSTOMER's administrative services organization who have a role in setting up the ongoing business process and people such as their technical support staff etc. *(there are more similar types of relationships to examples above that need to be kept as well) Say we have customer A and B and C and D...... Customer A and C may have been sold by staff at Marketing Partner org #1. Customer B by staff at Marketing Partner #2 (and we sold D directly). Also Customer A, C and D use Admin Services Organization = X. And Customer B uses Admin Services Organization= Y. As you can see we don't want to constantly create entries for the same staff and the same third party organizations as contacts under each Customer Account. Add we'd like to see all of the Customers who were sold by #1 or #2,etc And we need to see what customers use AdminServOrg X or Y, etc. (perhaps 100 or more of these). And it would be nice to know who these people (who are not part of our org or the customer Account itself) work for as well. Yes this is a classic many to many relationship and with as many small firms involved in virtual organization delivery models I'd think something like this must be something others have needed to track as well. Tag: Security Roles for Reports Tag: 41921
  - 6
    - Toolbar disappearing Hello, I am having a problem when I close Outlook and re-open it and the CRM tool bar disappears. If I click on the Microsoft CRM folder it will display a Page Can Not be Displayed page. I have been instructed to remove the Microsoft add-in and to try and add it again (crmaddin.dll file) and it works but once you close outlook and reopen it will disappear again. Any suggestions. WinXP using Office2003. Tag: Security Roles for Reports Tag: 41917
  - 7
    - SFO CLient Fails to see Database Greetings, Any and all suggestions would be greatly appreciated. I have installed Sales For Outlook (SFO) successfully on two PC's. One was done remotely using Terminal Services one was done in office over the network. My problem is the third PC. I accidently installed the Sp4 for SQL before I did the Rollup for SFO. I launched Outlook and it said that the CRM toolbar was causing a problem and should be disabled. I did this. I went to the folder list and could see all our customized CRM folder (Accounts, Competition, Slaes etc) but it would not display the data. So I uninstalled in the following way: Removed MSCRM SFO REMOVED MSSQL Desktop Engine DELETED C:\Program Files\MSCRM DELETED C:\Program Files\MS SQL Server\MSSQL$CRM Did a search for MSCRM.pst not present. I reinstalled everything again. Now, the installation is smooth but I have no CRM toolbar and I only have the default folders. It is obviously not connecting to our DB. I right clicked the SQL icon and moved the settings to USERNAME\CRM to no avail I also tried this through Tools-->Options--> Other--> Advanced Options--> Com and Add-on Manger. I am doing all this work from 11PM until 3 or 4AM. It is the only time I can get to this persons PC once they have gone home and once my family time is over. So I figure sleep deprivation is causing me to overlook some settings. I have left the install intact hoping that it is a setting that I have missed. Liam PS How the heck do I get the CRM toolbar back. Funny how the small things niggle at you as you sleep...darn toolbar! Tag: Security Roles for Reports Tag: 41915
  - 8
    - Hiding Deactivated Contacts from Associated View Is is possible to filter the Contacts "associated view" so that its doesn't display deactivated contacts? It doesn't seem possible using the provided tools, but maybe I'm missing something. Or is there an unsupported way to do it? TIA Peter Tag: Security Roles for Reports Tag: 41913
  - 9
    - Issues with Outlook integration Hi everyone, We tried to install CRM 1.2 on our W2k server machine. After a great deal of efforts and errors, we were finally able to install the software. We then installed the Sales for Outlook component on the desktop. After rebooting the system we saw all the CRM related buttons on the Outlook toolbar. Ig we then select the CRM E-mail button and fill in the relevant information, we get an error message " An error occured while trying to send the e-mail. Try again". If we try and add a New Account for example - we get a "Server Error in / Application" error message. The source file is the machine.config file in the .Net Framework 1.1 directory. The Parser error message is "Access is denied.'Microsoft.Crm.Platform.ComProxy'". Has anyone experienced this issue? Any helps/suggestions would be greatly appreciated. Regards Tag: Security Roles for Reports Tag: 41908
  - 10
    - Thai collation in SQL for MS CRM 1.2 A number of our Partners have been requesting for double-byte characters such as Chinese, Japanese and Thai languages to be recognized by MS CRM 1.2. Most of their clients have this included in their business requirement. ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=0512cca8-5bb6-41b5-a0f6-553dda4fa16e&dg=microsoft.public.crm Tag: Security Roles for Reports Tag: 41897
  - 11
    - MSCRM Reports - crystal logon error Hi , I had already posted a question regarding reports. I am getting the Crystal Logon Error. I had tried out all the options that you guys have suggested , but none works for my specific condition. I would want to know if a CRM user from a domain (different from the one in which the CRM server has been set) can access reports over the web interface. The important factor is that he is using a Open IP machine. (which is not part of any domain). Is it possible to view reports in such a situation ? Tag: Security Roles for Reports Tag: 41896
  - 12
    - NEED HELP: Who are MBS Partner here? To prepare the MBS CRM exam, I need the courseware download from Microsoft Website. I email the MBS, they gave me a link: https://mbs.microsoft.com/customersource/training/materials/ But I canâ??t login, it says:â?? The email address you entered was not found in our records. Please check the email address and try again.â?? Could anyone please directly send me the courseware to prepare the exams? Thanks a lot! Jim Tag: Security Roles for Reports Tag: 41895
  - 13
    - Incident/Case Resolutions Report What would be the easiest way to get hold of a report with all CASE-related information (Name, subject, etc.) with 2 additional fields: - Resolution Title: - Resolution Description (This info is being captured in the Resolution Activity in an incident currently and is not exposed in views, queries, etc.) TIA... Tag: Security Roles for Reports Tag: 41892
  - 14
    - Sharing CRM SFO on a single PC I am currently deploying my first CRM implementation and have discovered that a CRM SFO install on a specific computer cannot be shared by other licensed users. The CRM toolbar is displayed in Outlook for the user who installs SFO but not for any other user who logs on at that PC. An "MS CRM Installation & Configuration Certified Master" advised me that: â??Sales for outlook can only be installed for a single user per machine, there is no provision for multiple MSDE instances. One data store = one user. The second user will need to use the Web interface.â?? Is this is most definitely the case? Will this be addressed in the upcoming v3? -- John Balsillie Tag: Security Roles for Reports Tag: 41884
  - 15
    - CRM Emails should be stored in the Sent Items folder In CRM 1.2, When an email is created using the 'CRM E-mail' button in Sales for Outlook, the sent email is stored in the 'Drafts' Outlook mail folder rather than the 'Sent Items' folder. In addition, if the email is saved first rather than sent (which correctly stores it in the 'Drafts' folder), and then later sent from the 'Drafts' folder, the original draft remains in that folder and the sent email also appears in the 'Drafts' folder. This causes confusion for users who need to check CRM each time to satisfy themselves that the CRM Email Activity has actually been created. Is there a fix for this already? ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=1f4f9a91-64d4-4ec1-86f2-27e813c9b16a&dg=microsoft.public.crm Tag: Security Roles for Reports Tag: 41883
  - 16
    - CRM and Small Business Financials Has anyone heard through the grapevine about any plans for CRM and Small Business Financials in the future? SBF would be a great product for us, but we find a gaping hole in that there doesn't seem to be any type of Sales Force Automation or CRM option that works with SBF. Why would any company with a sales force switch to SBF back end without a front end option as well? Seems like MS missed the boat on that one! -- Brandon Smith Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Security Roles for Reports Tag: 41881
  - 17
    - Automatically Change Lead Status???? I am new to this, but I was wondering if there was a way to change the lead status on numerous leads (275) at one time that were created on a specific date (imported in) but only if they still stay New. What we are doing is we have mailings going out each week where then our sales personnel have 30 days in which to contact the clients that received the letters. The sales personnel are then supposed to change the lead status from New to Contacted. If they have not contacted the clients I want to be able to run something that changes all of those statuses to overdue. Any help would be greatly appreciated! Thank you! Kim Tag: Security Roles for Reports Tag: 41879
  - 18
    - Printing a Report with Parameters When printing a report with Parameters. The report will come up on the screen after you enter the parameter. When you then print the report it asks for the parameter again. After we click finish, the following error appears on the screen 'Information is needed before this report can be processed (On Cache Page/Server EIACRM.pgsvr) The report will not print. Tag: Security Roles for Reports Tag: 41870
  - 19
    - TIME OUT Error when adding an account CRM has been working for several months a couple of days ago each time a new account is added a Platform Error is shown. This is a Time Out Expired Error. Tag: Security Roles for Reports Tag: 41869
  - 20
    - SFO Error when Closing and Activity I get an "Invalid window handle" error when I try to close an activity through the SFO client. Code: 0x80040102 It happens in both online and offline modes of SFO. web client works just fine though. Any help? Josh Tag: Security Roles for Reports Tag: 41868
  - 21
    - Shared Accounts/Contacts Quite new to all this. We're just now importing our flat file of contacts and accounts into CRM. Most, if not all, of our company's contacts and accounts are shared. SalesRepA might call on Customer1 to sell one kind of training, while SalesRepB might call on that same customer to sell another type of training. This means that all contacts and all accounts need to be easily accessible to all sales reps. How best to handle this? Each rep simply switches the view to "All Active Accounts/Contacts"?? I tried a test of sharing an account amongst all reps, but the contact still doesn't show up in each reps "My Active Accounts" view. Any thoughts or ideas? TIA -- bondg -- bondg Tag: Security Roles for Reports Tag: 41867
  - 22
    - Searching the CRM System Hi I was wondering if it is, in any way, possible to search a CRM entity using MSSQL Full Text Indexing? Setting the index up is not a problem, but executing through the SDK is the tricky part. Is it possible and "legal"? Tag: Security Roles for Reports Tag: 41865
  - 23
    - MS Latest Patch Kills Default PostCallouts Settings!!!! I think this may be a classic case of the right hand not knowing what the left hand is doing. I have developed a postcallout for CRM and have a few customers that are using it. It was developed straight out of the SDK, and I followed the installation/distribution instuctions to the letter. It has been running wonderfuly - easy to setup at different sites with no issues. Until now. One of my customers just loaded up SBS2003 with some new patch that covered exchange and the server and a bunch of other things. Suddenly the postcallout isn't working. Turns out that the default way that a COM+ application gets registered has the Identity set to run with Interactive User selected. (Right click on the COM + app in component services|computers|my computer|com+applications and select properties - then select the identity tab). With the new patch, this user is invalid. You must select either Local Service or put in a userID that is on the Server. If you have a mission critical application that relies on postcallout - you had better switch this setting before you upgrade your server or it won't work and you won't get any errors in CRM - it just tries to execute it, can't, and moves on. I would like to hear from some of the MS guys that look in this forum to see if MS is even aware of this HUGE problem. Tag: Security Roles for Reports Tag: 41864
  - 24
    - CRM 1.2 Network Bandwidth usage Does Microsoft already have a whitepaper for this? I know this was posted before, but was there a detailed explaination or a chart-form detailing the usage? On what structure or term or technology can CRM 1.2 run (acceptable) other than in an intranet? Can you please expound? Thanks :) Tag: Security Roles for Reports Tag: 41862
  - 25
    - CRM 1.2 Database Sizing Tool Does Microsoft has a Database sizing tool to compute for the database growth of CRM on a daily / per transaction / per object basis? This is almost always being asked during planning and technical sessions by most clients. If you have created on can you please share it with us? Please feel free to send me an email or point me to a link where I can get one... Thanks and hoping to hear from you... Tag: Security Roles for Reports Tag: 41861

I see in the help documentation that there are four levels of security for
running reports. Admin, Executive, Manager and User

Where is this configured? I cannot find it in the security role settings.

We need to give salespeople access to reports on the contacts, leads,
accounts, activities and opportunities -- but only their own and not others

Re: Security Roles for Reports by John

John
Wed Aug 03 10:49:25 CDT 2005

The Microsoft CRM 1.2 reporting system works with the CRM security system.
It will only report on data a user can see in the Microsoft CRM solution.

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us

"Greg Williams" <gwilliams@safetynet-inc.com> wrote in message
news:usvVeRDmFHA.2484@TK2MSFTNGP15.phx.gbl...
> I see in the help documentation that there are four levels of security for
> running reports. Admin, Executive, Manager and User
>
> Where is this configured? I cannot find it in the security role settings.
>
> We need to give salespeople access to reports on the contacts, leads,
> accounts, activities and opportunities -- but only their own and not
others
>
>

Re: Security Roles for Reports by Greg

Greg
Thu Aug 04 09:01:07 CDT 2005

Great. Thanks for the answer.

I was hoping that was the case.

"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:uWyiuLEmFHA.1416@TK2MSFTNGP09.phx.gbl...
> The Microsoft CRM 1.2 reporting system works with the CRM security system.
> It will only report on data a user can see in the Microsoft CRM solution.
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.mscrmfaq.us
>
>
> "Greg Williams" <gwilliams@safetynet-inc.com> wrote in message
> news:usvVeRDmFHA.2484@TK2MSFTNGP15.phx.gbl...
>> I see in the help documentation that there are four levels of security
>> for
>> running reports. Admin, Executive, Manager and User
>>
>> Where is this configured? I cannot find it in the security role
>> settings.
>>
>> We need to give salespeople access to reports on the contacts, leads,
>> accounts, activities and opportunities -- but only their own and not
> others
>>
>>
>
>