Service objects in Sales Standard or Professional

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- Previous
  - 1
    - Automatically go Offline? When our Sales Reps are at the office and are synchronizing the Outlook Client (going online) at the start of the working day, some times they forget to go offline again at the end of the day. Result: The Outlook client cannot be used when working in the field (message: access denied, cannot find server). Is there a way to automaically go offline, when closing Outlook? Would be great if anyone could help. Damon. Tag: Service objects in Sales Standard or Professional Tag: 29595
  - 2
    - Reading Mail > Access Denied Hi, Some users in my organization are getting an Access Denied error while trying to read an e-mail sent by another internal user. Here's the scenario: - The organization is comprised of multiple business untis, the 2 business units that we're dealing with are the last 2 (Sales and Sales Coporate). None of them is the main business unit and Sales BU is the parent of Sales Corporate BU. - Each user in both BU is assigned a custom salesperson role (salesperson_custom) which restricts the Activity Read access to the user level so that each salesperson can only read his activities and the activities that have been shared or assigned to him. Everything was working quite good till now when a user in the Sales BU with the role salesperson_custom tried to send an e-mail to users (all with salesperson_custom role) from both his BU (Sales) and the child BU (Sales Corporate). In this case, all users in the Sales BU (same BU as the sender) were able to read the e-mail, but users in the child BU got an Access Denied error while trying to open the received e-mail. That same sender, if he tries to send an e-mail only to one of the users that had the Access Denied error in the previous attempt, the receiving user will be bale to open and read the e-mail. Weird! The problem only happens if mixed users from both the parent and child BU are included in the TO field... Another thing I noticed is the following: If a user that was experiencing the Access Denied error logs in and goes to workplace -> My Work -> E-Mail, he can see the error generating e-mail, but if he goes to: Workplace -> Activities and then choose "View all activities" the erronous e-mail does not appear in the grid! Anybody has a clue of what is causing this issue since it is very frustrating... Thank you, Armand Tag: Service objects in Sales Standard or Professional Tag: 29590
  - 3
    - GUID is not detected by server .& cannot go offline...SFO. why is the server not detecting the GUID attached to the subject line of email...what could be the problem... Also i am not able to go offline ..I get an error Domain canot be contacted or does not exist... Any sugestions... Thanks a million. Tag: Service objects in Sales Standard or Professional Tag: 29589
  - 4
    - MS CRM retreiving data from an AS/400? I'm curious about interfacing Microsoft CRM to an/any ERP package running on an AS/400, perhaps using MS HIS, but there are other middleware connectors available. I don't necessarily need the link to update AS/400 records from MS CRM, but would like to retrieve account information on-demand from the AS/400 for populating some of the data fields in the client interface of MS CRM. The purpose being to add the MS CRM into an existing AS/400 ERP environment. Any pioneers out there with some experiences to share? Cheers, Bill Kirkpatrick MBA Business Solutions Advisor Group Next Sydney, Australia Tag: Service objects in Sales Standard or Professional Tag: 29586
  - 5
    - Outlook Client functions I installed the CRM Server and it appears to be working. I just installed the first PC with the CRM Sales for Outlook. I can't tell what was installed. Other than it showing up in my add and remove programs, I have no evidence that it's been installed. Can someone tell me what I should be seeing if it installed and is working correctly? I found a KB article that told me to remove and re-add the COM Add-in. But that didn't seem to change anything. Thanks, Gary Tag: Service objects in Sales Standard or Professional Tag: 29577
  - 6
    - MSCRMExperts.com Ok... I have been spending a lot of time over the last month or so working on MSCRMExperts.com. I think I am finished enough to invite people to the site. I am hoping it will grow in the future and provide us all a place to share information and show our wares. I truly believe MSCRM has a big place in the CRM market, and I hope to be able to help that out. So check it out and give me feedback. www.mscrmexperts.com Jake Horn www.mscrmexperts.com Tag: Service objects in Sales Standard or Professional Tag: 29575
  - 7
    - Report Error When attempting to run CRM Reports for the first time we are receiving the error "Information is needed before this report can be processed" I have found documentation that states that this can happen if your server has an underscore. Our server does not it is named ourcompany.server.eeecrm Can the periods have the same effect as the underscore. Or does anyone have another cause? Thank you Tag: Service objects in Sales Standard or Professional Tag: 29574
  - 8
    - Insufficient Permissions message on clients Receiving the message The logged on user does not have the appropriate permissions to view these records. this message occurs on every link i click in the outlook client. Tag: Service objects in Sales Standard or Professional Tag: 29573
  - 9
    - Can not publish customatization I had a field on the new acount form, and then all the sudden it was gone. When I go into the customizations the field is there in all the preview modes, but when I try to publish the change through the DM, I dot an empty Publish Objects window. Could be that I'm very new to this and I am missing a step: 1. change the form through CRM, save and close. 2. go to the deployment manager on the CRM server, right click, publish customization. 3. See empty Publish Objects Windows. Any ideas or hints would be greatly appreciated. -- Voiko @ Digital Seattle Tag: Service objects in Sales Standard or Professional Tag: 29570
  - 10
    - Reporting on Sales Stage duration? Is it possible? We are using the professional version of MSCRM & a workflow driven sales process. Is is possible to report on the number of days an opportunity has been in a series of sales stages over time? For example: Stage 1) Suspect = 25 days Stage 2) Prospect = 16 days Stage 3) Quote = 7 days Stage 4) Negotiation = 3 days Sale closed = Opportunity duration: 51 days I big question I have is about the database storing the stage change dates. Does anyone know if it stores these stage changes with a time/date stamp? If so where, and how do I access them? Assistance is greatly appreciated. Rhett Tag: Service objects in Sales Standard or Professional Tag: 29569
  - 11
    - Can't go back online with Outlook CRM Client I am able to go offline with the CRM client for Outlook. When offline, I can't access any CRM data though. When I try to access CRM data in the "offline" state I get an error that says "An error has occurred. For more information, contact your system administrator." I'd like to know if anyone can tell me what to do to fix that. Plus, when I try to go back online I get an error that says "An unknown error has occurred. Retry the action. If the problem persists, contact your system administrator." Any ideas on what could be the problem? In order to "fix" the problem of not being able to go back online, I have to remove and then re-install the CRM Client for Outlook. Very frustrating. Any help would be greatly appreciated. Regards, Clay Tag: Service objects in Sales Standard or Professional Tag: 29568
  - 12
    - Benchmark performance of CRM I was wondering, I am new to CRM and am in the midst of a CRM pilot. I am getting complaints from my pilot group on performance. I am trying to track down whether it's bandwidth, SQL, CRM, the hardware etc. The one unknown I have is I have nothing to compare to without having experience with other CRM implementations. Can I get some honest feedback on the capabilities of CRM. Should I be seeing a 5 to 10 second delay to refresh a list of accounts for example. If a perfect world does this thing hum along without delays? Thanks in advance for you input Sincerely, Kim Tag: Service objects in Sales Standard or Professional Tag: 29567
  - 13
    - Work flow manager I am attempting to set up a work flow that will send e-mails and create tasks when an Order is created. I created a field called "CustomerReOrder" which allows us to specify if this is a new order or if this is a new order. Different actions will be taken with each condition. When I look at the SQL server database the only values for this field are "1" is it is a reorder or "Null" if it is a new order. The system always defaults and send the "Thank you for Order" e-mail and tasks even if this is a reorder? Can a workflow condition not be a custom field that I have created? Below is the Rule from the Work flow manager. Thanks When Order is created If Order.CustomerReOrder = 1 then E-mail To:Saling, Tracey;Subject:test Abort and no further Processing else if Order.CustomerReOrder is Null then E-mail Template:Thank You for Your Order Task: Shipping Label Task: Create CD End If Tag: Service objects in Sales Standard or Professional Tag: 29564
  - 14
    - Volume pricing - Discount list Hi, I am trying to set a discount list for volume purchases with no success. The list I need to create is such: 1 item = 100% of price second and third item (the same item) = 50 % (for each ) of the price fourth item and on = 25 % ( for each ) of the price For example, if the price is 100$, than 1 item = 100$ 2 items = 150 $ 3 items = 200$ 4 items = 225 $ 5 items = 250 $ and so on. I tried both the '%' and quantity lists, but with no success. Is it possible? I need directions please. Thank you, Saariko Tag: Service objects in Sales Standard or Professional Tag: 29563
  - 15
    - Error when I try to sing in Microsoft CRM web client When I try to sing in Microsoft CRM web client this error occurs: Extern error: object does'nt exist in the server, check that the object exist in the database and also in the active directory. I think this happen after I installed the service pack 2. If anyone knows how I resolve this problem, and can help me - that would be great! Tag: Service objects in Sales Standard or Professional Tag: 29562
  - 16
    - email missing Hi A reply send to a crm email is not getting logged in the CRM .The GUID Code is present ..what must be the problem..please help. Thanks Tag: Service objects in Sales Standard or Professional Tag: 29558
  - 17
    - MSCRM with word automation Good day, I desperately need help with the folowing. What i ant to do is: I use Microsoft CRM. This can be queryd by webservices. When im in an account record i want to click a button in this page an then somehow i want to get an Word document with information of this account filled in. Does anyone has an example!!? or can point me in the right direction! All help is welcome! Eric van der Niet Tag: Service objects in Sales Standard or Professional Tag: 29556
  - 18
    - manuals Some people have mentioned MS CRM Exam Prep manuals. Where can I get my hands on these? Thanks in advance! Mike Tag: Service objects in Sales Standard or Professional Tag: 29554
  - 19
    - Products required to be in price list? Are products required to be in a price list before they can be added to an order? I notice the system only queries the ProductPriceLevel view to obtain a list of units (required) when adding an item to an order. TIA, Nick Tag: Service objects in Sales Standard or Professional Tag: 29553
  - 20
    - Email Attachments In MS CRM SDK (following section) {Microsoft CRM Version 1.2 SDK} -> {Microsoft CRM Object Model} -> {Sales Force Automation and Marketing} -> {E-mail Management} It is mentioned that SDK supports Attach files to e-mail. The related classes/objects for email functionality are: Microsoft.Crm.Platform.Proxy.CRMEmail Microsoft.Crm.Platform.Proxy.CRMEmailTemplate I am creating an application in VB.NET which needs to create email activities in MS CRM and attach files to the emails. BUT I could not find any method in the SDK which can upload attachments for the email activities. (I am able to create email activities but not able to attach files. I want to attach PDF files.) I would appreciate if anyone can help me on this. Varun Rathi GrapeCity India Tag: Service objects in Sales Standard or Professional Tag: 29550
  - 21
    - Email Attachement In MS CRM SDK (following section) {Microsoft CRM Version 1.2 SDK} -> {Microsoft CRM Object Model} -> {Sales Force Automation and Marketing} -> {E-mail Management} It is mentioned that SDK supports Attach files to e-mail. The related classes/objects for email functionality are: Microsoft.Crm.Platform.Proxy.CRMEmail Microsoft.Crm.Platform.Proxy.CRMEmailTemplate I am creating an application in VB.NET which needs to create email activities in MS CRM and attach files to the emails. BUT I could not find any method in the SDK which can upload attachments for the email activities. (I am able to create email activities but not able to attach files. I want to attach PDF files.) I would appreciate if anyone can help me on this. Varun Rathi GrapeCity India Tag: Service objects in Sales Standard or Professional Tag: 29549
  - 22
    - Create new SMTP Sub Domain when i create a new SMTP sub domain, in order not to verify every incoming mail for crm links, specifically for my crm mails, can i then use my existing exchange server to handle this domain? or do i have to install a new exchange server? and if i can use my existing exchange, how do i then configure my router to only verify mails coming in my new crm subdomain (and not all mails coming in my exchange environment)? thx Tag: Service objects in Sales Standard or Professional Tag: 29548
  - 23
    - Install Exchange in Win2000 Environment just a quick verification to be absolutely sure: if i work in a Win2000 AD Domain running in native mode, i must install Exchange 2000, and NOT 2003, right? even i plan to install a new server, running win server 2003, on which i will be installing ms crm 1.2 & sql server 2000. the operating system of my crm server does not determine the exchange version, does it? thx for quick answer as we will be starting installations soon Stefan Tag: Service objects in Sales Standard or Professional Tag: 29547
  - 24
    - Can't Install IBF for MS CRM Dear All I just Install Microsoft.InformationBridge.Framework.Server1.0.msi and Microsoft.InformationBridge.Framework.Client1.0.msi on My CRM Server v.1.2(Windows 2003) and config permission for network service on temp folder and file. After that i tried to installed MOIBF1.0_Solution_CRM1.0.msi on my CRM Server. when i published metabase and clicked next button.it seem to install IBF for MS CRM but after 15 sec. it show error message box "Error : 28000 contact System Administrator". What can i do ? Thank a lot PS. sorry for my terrible Writing. -_-' Tag: Service objects in Sales Standard or Professional Tag: 29546
  - 25
    - View Editor / View Manager view GUIDs I am trying to modify the view for Opportunities -> Contacts associated view. In know that editing of this view is not exposed in the System Customization UI and so one must use the workaround that has been developed in this group to do it which is using this url: http://<crm-server>/tools/viewEditor/viewManager.aspx?id={<GUID>} My questions are: 1. What is the GUID for Opportunities -> Contacts associated view? 2. Where do I find a complete list of these views? This is the list of GUIDs that I compiled from going through the archives of this list: 00000000-0000-0000-00AA-000010001899 My Activities 00000000-0000-0000-00AA-000010001900 Open Activities 00000000-0000-0000-00AA-000010001901 Closed Activities 00000000-0000-0000-00AA-000010001902 All Activities 00000000-0000-0000-00AA-000010001903 Activities Associated View 00000000-0000-0000-00AA-000010001911 Homepage 00000000-0000-0000-00AA-000010001951 Sales Process Activities Subgrid 00000000-0000-0000-00AA-000000666100 Activities Advanced Find View 00000000-0000-0000-00AA-000010002000 Associated View: Notes I know that it is not supported and that it might be broken by CRM 2005 but I need to do it for now anyways. Thanks, Aslam Tag: Service objects in Sales Standard or Professional Tag: 29537
- Next
  - 1
    - CRM Mobile Client Hi, We have one server in our organisation running SBS 2k3. The machine also hosts OWA, CRM, companyweb etc. We want to implement CRM Mobile but on page 17 of the CRM Mobile Implementation Guide it states that CRM Mobile does not support: Microsoft CRM installed on a server with multiple Web Sites, when the Web Sites are distinguished by host header names. After checking IIS on my server, I found the following information and just want to confirm that CRM Mobile won't work in our present environment: 5 Websites - companyweb (host header values: companweb & companyweb.<fqdn> - default website (no host header value) - Sharepoint Central Administration (no header value) - MS Sharepoint Administration (no header value) - MS CRM Version 1.2 (host header values: business-crm & business-crm.<fqdn> If the above means that CRM Mobile can't be installed on the server, what are our options? Do we need an additional member server to host CRM & CRM Mobile? Can CRM Mobile be hosted on a seperate machine from CRM and can it be a PC based machine? Any input would be appreciated. Tag: Service objects in Sales Standard or Professional Tag: 29535
  - 2
    - MS CRM - Apache Web Server co-exist??? Does anyone know if there would be problems with this? We have and application (Kronos) that runs through an apache web server to an sql database that is all on one server. We want to install CRM on that same server and still be able to use the other application. My thoughts are to bind another ip address to the NIC, publish that address in dns and bind IIS to that. Then install CRM and use the second address for CRM and the original for the other application. Any thoughts are appreciated. Tag: Service objects in Sales Standard or Professional Tag: 29529
  - 3
    - Customize Form I have been trying to update the current Account Forms that are provided and I am able to update and change the fields within the "Customize Form" section, but the changes are not reflecting within the system. When I select "update form" or any other view the changes are there, but are still not showing up...Thanks for your help in advance Tag: Service objects in Sales Standard or Professional Tag: 29527
  - 4
    - Refresh CRM Development Databases Hello, We have CRM setup on our domain in a production environment and also in a child domain in a development environment. The redeployment tools were run the first time to setup this up, but how do I refresh the databases now a year later? SQL backups/restores won't work I think as it busts Active Directory in the development environment. Thanks. Scott Tag: Service objects in Sales Standard or Professional Tag: 29522
  - 5
    - ER Is there an Entity-Relationship diagram available for MSCRM? Thanks, Nick Tag: Service objects in Sales Standard or Professional Tag: 29516
  - 6
    - SQL job type workflow I would like to automate some business processes that would require a sql job in typical client/server world. An example is that I would like to change a field that designates the primary address based on a date range. This process would run at midnight and it would update any account's address where today's date fits in the seasonal date range. Is it possible to insert C# code on workflow processes or get to it via the SDK. How would you best handle these type of automation jobs if workflow doesn't give you this functionality? Thanks, John Tag: Service objects in Sales Standard or Professional Tag: 29512
  - 7
    - Automatic assign contact to the same owner as Account In our company the rule is that an Account is assigned to an owner and all the contact of this Account are assigned to the same owner. So I am looking for a solution to implement a workflow that do this job when an Account is changed to another user. I have to change the account from user A to user B and I would like to find a solution to avoid manual manipulation to also Assign to B all the contact of the Account I have just change from A to B. Can somebody help me ??? Thanks in advance Tag: Service objects in Sales Standard or Professional Tag: 29509
  - 8
    - use CSV as Database Files to generate Crystal Report Hi all, I am trying to use CSV file as Database Files to generate Crystal Report. However, I am always prompted for user and password, which does not make sense. However, it works well with XML file. Could someone please help me on how to get the CSV file to work? Thank you very much. regards, Sean Tag: Service objects in Sales Standard or Professional Tag: 29506
  - 9
    - Crystal 9 pro: Enterprise Icon not there Hi, I install Crystal 9 professional edition and I don't have the Icon Enterprise when I click OPEN. I know I need that to customize CRM report. It is possible I need to install an Add on on my Crystal to connect on CRM? Thanks, Sylvie Tag: Service objects in Sales Standard or Professional Tag: 29497
  - 10
    - Crystal Report toolkit Hi, One of our developers followed KB862678 and step 18 was reinstalling the crystal report toolkit. He downloaded the englisch version of this file. The problem is that we have a Dutch version of CRM and the report are now in englisch :( Is there a DUTCH verion of the crystal report toolkit for CRM 1.2 ? Thanks ! Boeck Kris Mobile Access Tag: Service objects in Sales Standard or Professional Tag: 29493
  - 11
    - Activity/Note/Email customization & workflow???? I may just not know where to look but...... Is there a way to customize workflow for emails, notes and activities? Customize those forms? and possible the views they reside in? I would like to be able to force a scheduling of a follow-up activity once the first one is closed. There's also some columns I would like to put in the activities views (like the date... that's a pretty important one). Plus on activities, I would like to pre-fill in the due date with today's date. Does anyone know if this is even remotely possible?? -Chris Tag: Service objects in Sales Standard or Professional Tag: 29492
  - 12
    - Quote/Account removal...seems impossible?? I hav a quote closed, which is associated to an Account. The problem is that i want to delete both of them, but cannot. The quote is closed and I am unable to change its status. When I try deleting either of them, error pops up saying" Read only". I tried activating/deactivating/reassigning account. I tried changing the field in SQL too, but no results. Can some one suggest another way. thanx g Tag: Service objects in Sales Standard or Professional Tag: 29488
  - 13
    - Building Workflow Triggers for Multiple Opportunity Types I am implementing 3 different sales processes all of which should be triggered based on a custom field I created called OpportunityType (a picklist). Within the picklist I have approximately 6 opporunity types. I have been trying to build a rule that says the following: If OpportunityType = A,B,C Then uses Sales Process A If OpportunityType = D, E Then use Sales Process B If OpportunityType = H Then use Sales Process C Building each of the sales process is not a problem. However, building the intelligence to automate this has been a challenge. The workflow needs to be automatic without the user having to manually trigger the workflow. It appears that using subprocesses do not work because this is forcing the user to manually select the sales process (no good). Seems like a pretty simple tasks to implement but it's had its challenges. Any ideas/suggestions will are greatly appreciated.. Thanks for the help! Tag: Service objects in Sales Standard or Professional Tag: 29482
  - 14
    - Is it possible to customize the status reason on disqualified leads? Hi, After reading the CRM apps manual I was lead to believe that you can change the standard values when you disqualify a lead (lost, cannot contact, no longer interested, calceled) by doing customization. Personally I have not been able to track these values in the system. Does anyone know how to tackle this as there will be other reasons that companies may wish to select after disqualification????? With opportunities, when they are closed, Microsoft advises you to create virtual competitors as 'price too high '..etc and then use these to indicate why an opp. has been lost. Surely, something like this should be possible for leads??/ Thanks Michiel Tag: Service objects in Sales Standard or Professional Tag: 29479
  - 15
    - field not showing in custom form We had a field on the new case form, and then all the sudden it was gone. When I go into the customizations the field is there in all the preview modes, but when I publish the change through the DM, it never appears. I've tried searching around in here, but I haven't found the same issue. Could be that I'm just not searching right, and the whole problem could be because I'm very new to this and am missing a step: 1. change the form through CRM, save and close. 2. go to the deployment manager on the CRM server, right click, publish customization. 3. select the accout oubject. 4. select the CRM server. 5. click finish 6. changes published, no errors. 7. restart iis. Any ideas or hints would be greatly appreciated. -j Tag: Service objects in Sales Standard or Professional Tag: 29471
  - 16
    - Importing and assigning ownership to crm user Hi there, I am importing data into CRM database using Scribe software, source data is also on SQL tables. Importing works perfectly using scribe adaptor. But I want to assign ownership to the imported records. I am not sure where the owner ID and Owner names are stord in the CRM tables. Can anybody help? Regards, Kyaw Tag: Service objects in Sales Standard or Professional Tag: 29470
  - 17
    - How to get start ? I am not the end user. I just want to start learning the features of Ms CRM, and share it with others. When I saw the System Requirements, it's too many softwares needed. Can we start with only Ms Windows 2000 Client & Server, and Ms SQL Server 2000 ? We don't have Ms Exchange Server 2000. We only have Ms Exchange Server 5.5 Is it possible for me to start exploring the features ? Because we don't have any budget to provide Ms Exchange Server 2000. Thx. -- Regards, Trinity Tag: Service objects in Sales Standard or Professional Tag: 29469
  - 18
    - Where is the Problem Solved information stored?? Hello, I would like to run a report with the Problem Solved information, where is this information stored? Thanks for any help Steve Tag: Service objects in Sales Standard or Professional Tag: 29468
  - 19
    - SFO Install on a different domain Our sales people want to have Sales for Outlook installed onto their laptops. Unfortunately, these laptops aren't part of the domain CRM runs on and never will be, so the install fails when it asks for the URL of the CRM server. Has anyone worked out a way around the same domain requirement for installing SFO? They can access the crm web page if neessary but we would prefer to use the Outlook client. Tag: Service objects in Sales Standard or Professional Tag: 29466
  - 20
    - Advanced find When using advanced find, is there a way to select all of the pages of data, not just the 50 of the currently selected page? I am doing a mass change and I have up to 40 pages and I would like to do them all rather than have to click through 40 times and re-perform the action. TIA Tim Tag: Service objects in Sales Standard or Professional Tag: 29448
  - 21
    - Cannot go offline with SFO, any suggestions? I am having such a hard time trying to figure out why I cant go offline with ANY of my SFO clients. I arrived here. I am getting the infamous "CRM Sales for Outlook Client cannot go offline. The logged on user does not have the sufficient priviledges, or the MS CRM server was not found" Can you please help. I have been working on this for 1 month now searching up and down on MS site and googling my brains out. I even purchased an online training course from MS on Installing and configuring MS CRM 1.2 (400.00 bucks). I can not go offline. here is my situation ( I will list as much as possible): 1 Server (Dell) has all the latest service packs and updates with the following: -win2k3 -> all the latest service packs. -AD 2003 -> has all necessary OUs. -SQL 2000 -> have no idea about. Set to WIN & SQL Authentication -DNS -> working correctly; verified with nslookup -CRM 1.2 -> I did NOT install this. -IIS 6.0 -> SSL running on website but not required! 1 Workstation (Dell) with the following: -winXP PRO with SP2 -office 2003 -all the updates, fixes, & patches for office, windows, SFO Here is a little something else: -Installed the OS under my admin acct (member of Domain Admins) -Made my domain acct member of local administrators -Installed SFO while logged in as my admin (domain) acct which is a SYS Admin of CRM also. -I do NOT have a UserSecInfo registry key, I think due to the fact I have not been able to go offline yet... I think this is good to put out there. -I can successfully log in and connect to the CRM server thru IE. I have viewed the Sql replication agent and I am not sure what I am looking for. My SQL skill are minimal. Here is what I have come up with: -I do see (79) & (93) articles published under the snapshot agent. -Nothing under Log reader agents. -Nothing under Queue reader agents. -nothing under distribution agents. ?????? -Nothing under merge agents. -Misc agents, I got expired subcription cleanup which succeeded. ???? other things to note. the Server network utility shows Named Pipes and TCP/IP protocols with NP listed First. not sure how to put TCP/IP first. On the client network utility - TCP/IP was first but I changed this to match the Server (not sure if it makes a difference, but I am trying anything :) ). Can you advise as if this matches if your similiar problems had the same symptoms? Something else to add. I drilled down to sql servers\server group\(local)\mgmt\sql server agent\alerts and found the following: Name ------- Replication: Agent custom shutdown Replication: Agent failure Replication: Agent retry Replication: Agent success Replication: expired subscription dropped Replication: Subscriber has failed data validation Replication: Subscriber has passed data validation Replication: Subscription reinitialized after data validation failure All the above has enabled set to "No". and each had various error numbers associated with them. Another thing is, I checked the Sql Server log and noticed the following errors over the passed several days... having problems for months tho...: error 15457 configuration option "show advanced option" changed from 1 to 1. run RECON. Does anyone have any ideas. Let me know if there is anything I have missed that could help. Anything is appreciated. Thx in Advance, Dan Tag: Service objects in Sales Standard or Professional Tag: 29443
  - 22
    - CRM 2.0 Fixes and Enhancements Will the following issues be addressed in CRM 2.0? - CRM Mail Router compatibility with an Exchange 2003 cluster. We are going to deploy a Microsoft Exchange 2003 cluster in a couple weeks and my understanding is that the crm mail router isn't compatible with a clustered Exchange environment. - The need for the GUID in the subject line. Not only does the GUID look unprofessional but we are afraid that some of our emails are being filtered by spam filtering software on the mail servers of our customers. - Duplicate email activity records. Everytime a user creates an email activity that includes the email address of another CRM user CRM creates a duplicate record. This behavior is unsatisfactory. - CRM for Outlook doesn't allow you to go offline after you have disconnected from the network. Sometimes our sales staff leave themselves online in CRM for Outlook but disconnect from the network. If this happens there should be no reason why they cannot go offline. I understand that they would not be able to syncronize with CRM if they are not connected to the network but that should still have the ability to work with their local copy of CRM even if it is out of date. - Security Role permission inheritance. When making changes to a security role often times the changes don't filter through to all of the business units which means I have to go through all of the business units to make sure the changes have filtered down and if not then I have to make the changes for those business units. This is not a huge deal but since it was designed to allow you to make at the partent business unit it should work. Well that's my rant. Does anyone else have comments on these? Tag: Service objects in Sales Standard or Professional Tag: 29442
  - 23
    - sales for outlook browser windows It seems to only happen when using sales for outlook over vpn...all browser windows open in the lower right hand corner. I have to keep dragging the window to the center of the screen to see the data. Does anyone know how to fix this so that it automatically opens in the center rather than off to the right??? THanks Tag: Service objects in Sales Standard or Professional Tag: 29438
  - 24
    - Open contract grid from Case. Hi, I need help! I would like to open a contract grid from a buttom in the menu bar of case AND that need to be filter by the account I select in Case form. I can create a buttom in isv.config and open the aspx grid contract but I dont know how to pass parameters and every contract is int he same grid. If I use passsparam=1 that will be case parameters and it does'nt work because the contract is link to an Account and not to a Case. And We dont want the contract lookup... It's really important. Did somebody can help me? Thanks, Sylvie Tag: Service objects in Sales Standard or Professional Tag: 29435
  - 25
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I'm aware of it that I can't create service objects (e.g. case, contract)
while I have only Sales license. But I'm wondering, whether I'll see cases
from the record level (in Account record type - Cases side tab) registered by
service user ??? And whether I'll even see Cases tab in Account record ???

Re: Service objects in Sales Standard or Professional by Matt

Matt
Mon Nov 29 10:44:47 CST 2004

Yes, you will see the Cases tab on the Account or Contact detail pages and you
will be able to view the cases.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 25 Nov 2004 05:35:03 -0800, Rafal Perwejnis <Rafal
Perwejnis@discussions.microsoft.com> wrote:

I'm aware of it that I can't create service objects (e.g. case, contract)
while I have only Sales license. But I'm wondering, whether I'll see cases
from the record level (in Account record type - Cases side tab) registered by
service user ??? And whether I'll even see Cases tab in Account record ???

Re: Service objects in Sales Standard or Professional by RafalPerwejnis

RafalPerwejnis
Tue Nov 30 01:21:02 CST 2004

Thanks a lot!

But what about priveleges? I would have to have privilege Read for Case to
view the cases...is it possible to set up such privileges in sales license?

Regards
Rafal Perwejnis

"Matt Parks" wrote:

> Yes, you will see the Cases tab on the Account or Contact detail pages and you
> will be able to view the cases.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Thu, 25 Nov 2004 05:35:03 -0800, Rafal Perwejnis <Rafal
> Perwejnis@discussions.microsoft.com> wrote:
>
> I'm aware of it that I can't create service objects (e.g. case, contract)
> while I have only Sales license. But I'm wondering, whether I'll see cases
> from the record level (in Account record type - Cases side tab) registered by
> service user ??? And whether I'll even see Cases tab in Account record ???
>
>