Sincronization with Sales for Outlook 1.2

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  - 1
    - Sales for Outlook v1.2 - can't go offline, render detail forms. I can't get the CRM Sales for Outlook application v1.2 to go into offline mode. Also the detail forms don't render, I get the error form (more information below). Access to the CRM server v1.2 works fine from the web. I am running Windows XP Professional on the client and Office 2000 SP3 with the hotfixes applied. On the server I have CRM v1.2, SQL Server 2000 and Exchange 2000 installed on the same system that is a child DC (native mode) of a parent DC running in Mixed- Mode (mscrm.ardexus.com). I am aware that installing everything on the same machine/DC is not officially supported but read some posts saying that it works for them. When I press the "Go Offline" button on the Outlook client I get the following message: "CRM Sales for Outlook cannot go offline. The logged on user does not have sufficient privileges, or the Microsoft CRM server was not found." I can see the view data in Outlook (Accounts etc.) but when I double click a line item, the details form does not show, instead I get the error form "Error. An error has occured. For more information contact your system administrator." The client install went fine without any warnings. I have turned on the debug mode in \Client\res\Web\web.config => <add key="DevErrors" value="On"/>. The details of the error (after enabling the DevErrors mode) are: Could not find file "F:\Program Files\Microsoft CRM\Client\res\Web\_xslfiles\1_Update.xsl". It appears that the files from \Microsoft CRM\Client\res\Web\_xslfiles\ folder are missing. I think that they should be downloaded dynamically from the CRM server but for some reason that does not happen. The only file in the folder is dmupdate.xml. Have you encountered this case before? I could not find anything related to that on the newsgroups, or Microsoft Knowledge Base. Thanks in advance for any help/suggestions Nargis Tag: Sincronization with Sales for Outlook 1.2 Tag: 12682
  - 2
    - I Can't operate workflow rules I already inserted manual rules to the workflow manager & I activated them, but I can't see them in the CRM system Or within the workflow manager What could be the problem ? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12681
  - 3
    - Offline post-callouts? Hello, We're using a post-callout to add some business logic to the MS CRM, but now we want that business logic available to the Outlook client when working offline as well. We've installed the COM+ component on a test client, and registered it with CRM, and it gets called at the appropriate time, but it doesn't work: the component blocks when trying to create a CRM object (e.g. BizUser). An alternative would be to access the local MSDE datastore directly, but we can't figure out how to do that (we always get "connection refused"). We're unable to find any documentation about how to use the post-callout mechanism. Is it even possible? If anybody could shed some light on the situation, we'd really appreciate it! Regards, Wout Neirynck Tag: Sincronization with Sales for Outlook 1.2 Tag: 12680
  - 4
    - GUID subject Hi ! Is this true. If you remove CRM GUID from e-mail subject CRM E-mail connector doesn't catch replay e-mails from outside to CRM database. Thanks Tag: Sincronization with Sales for Outlook 1.2 Tag: 12679
  - 5
    - Failure during installation Hi! I've experienced an odd failure during installation. A dialog pops up with the following message: Setup was unable to unregister the security service. The dialog contains three buttons Abort, Retry, and Ignore. I ran across this last night. I tried retry several times. Then, I chose ignore. The net effect was that the CRM security service wouldn't start. So, this morning, I am attempting to install again. I have run across the same error. Can someone give me a clue on this one? Thanks, Joe Tag: Sincronization with Sales for Outlook 1.2 Tag: 12677
  - 6
    - Change Order date? I have situation where we had to enter some orders into CRM like 3 weeks after the fact but there was no way to to back date them when entering so that they fall into the proper months reports, etc. Any help out there on how I can change the dates at the database level? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12676
  - 7
    - Question about e-mail, reception of HI!! I would like to know if there's any way for me to now if a message I send yesterday has been read. I know about the 'Read Receipt Request' obtion but at the time of the e- mail I didn't checked the option. So can I still know if this important e-mail has been read at all..... Thank in advance for any help, suggestions.... PAtrick Tag: Sincronization with Sales for Outlook 1.2 Tag: 12672
  - 8
    - request a read receipt??? is it possible to request a read receipt for the emails sent from ms crm? if yes, how? regards, orkun Tag: Sincronization with Sales for Outlook 1.2 Tag: 12670
  - 9
    - Create new entity if I want to create a new object or entity 1. what should I do? 2. Is it need to create a new database? 3. Then where should I place my application? (at CRM server or another server) 4. Can I place my application at the same CRM server? 5. I get error while I tried to place at the CRM server. I get this error: File or assembly name System.Data, or one of its dependencies, was not found. Is it due to the difficult .net framework version problem? (I developed my application at framework v1.1, but CRM server is v 1.0) how Tag: Sincronization with Sales for Outlook 1.2 Tag: 12668
  - 10
    - PDA and MS CRM Has anyone implemented MS CRM in an environment where there would be significant via a PDA or similar device? If so, would you be willing to share how you did it. Thanks Gill Tag: Sincronization with Sales for Outlook 1.2 Tag: 12660
  - 11
    - server localhost is not responding when i try to open the workflow manager, i found this problem The server localhost is not responding. The might happen if it is currently unavailabel, it is not a Microsoft CRM server, or you do not have sufficient priviledge to run workflow manager i logged in as administrator Tag: Sincronization with Sales for Outlook 1.2 Tag: 12653
  - 12
    - Act Compatibility with Wireless PDA Devices Is Act compatible with Windows CE Pocket PC wireless devices (ie. Samsung i700)? If not, any word on a release date? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12652
  - 13
    - Outlook integration issues We're running Outlook 2K3 and the CRM client with ver. 1.2, when I try to import the contacts list it tells me that Outlook cannot be started even if it is running. Can anyone assist me with troubleshooting this issue. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12650
  - 14
    - install on win2k3 I've spent 3 days installing and uninstalling and rebuilding from scratch to get version 1.2 installed on a clean brand new dell 1750 running win2k3 with sql2k sp3a. No luck. Nothing but errors. I've been through every single knowledge base article and every single news group posting and followed every recommendation possible and cannot get this program to even install. Has anyone out there managed to install this on win2k3 running sql2k sp3a and have it work? I'm running a rock solid native windows 2000 domain, with a single exchange 2000 server. All servers are patched and uptodate and error free in their event logs. I've never seen anything like this. I've tried everything - even using a second identical server. I've re-downloaded 1.2 from MSDN several times to ensure its not corrupt. I install it from the local drive everytime logged on a domain admin - nothing... help Tag: Sincronization with Sales for Outlook 1.2 Tag: 12649
  - 15
    - e-mail problem when crm e-mails are sent the receiver only gets the subject , the body of the message never arrives. the e- mails are all blank. any one had this problem Tag: Sincronization with Sales for Outlook 1.2 Tag: 12641
  - 16
    - How can I add "my closed activities" view to workplace Hi, I want to add "My closed activities" view into the view dropdown list at WorkPlace\activities Anybody know how to do it? Thank you very much! Regards, Raymond Tag: Sincronization with Sales for Outlook 1.2 Tag: 12640
  - 17
    - integrate web page form with sql and crm Is it possible to edit the "case" form using front Page. If so how do i set it up to access the sql database. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12639
  - 18
    - Retrieve AccountID? Anyone know how you can retrieve an accountID using the SDK? The idea of what I want to do is verify a contact's login against their account.. then want to create a case or modify a case in their account,, in order to create the case I need the accountID, but how do I retrieve this? Seems the Retrieve method of crmaccount REQUIRES the AccountID as part of the method. thanks in advance Tag: Sincronization with Sales for Outlook 1.2 Tag: 12638
  - 19
    - Outlook Synchronization Questions Forgive the low-level question here, but... Can someone give me a rundown on: 1. What synchronizes between Outlook and CRM 2. The purpose and process for going offline 3. What do BlackBerry users do? This information would really be helpful to me and thank you in advance. Ronnie Parisella rparisella@primarysupport.com Tag: Sincronization with Sales for Outlook 1.2 Tag: 12636
  - 20
    - Report Error after Upgrade to 1.2 When I try to run a report in CRM 1.2, I get the following error: File frs://Input/a_154/002/000/666/ed433b7a59dabf8.rpt not found on File Repository Server. I am running a 2 server setup (Exchange and CRM) Both are WIndows 2000 Advanced Server, Exchange 2000 Enterprise Edition. Any thoughts? Ronnie Parisella rparisella@primarysupport.com Tag: Sincronization with Sales for Outlook 1.2 Tag: 12635
  - 21
    - CRM client manual removal or over the top install I need to manually uninstall the CRM client for outlook. The user profile that was used during installation has been overwritten with another profile, so i cannot use the add remove program files uninstaller. I cannot reinstall over the top as the app is already on the machine and it won't let me. How can i manually remove the client or force it to install again over the top. Thanks Tag: Sincronization with Sales for Outlook 1.2 Tag: 12634
  - 22
    - Installing 1.2 and getting SQL error... Help! I am trying to install 1.2, but I cannot seem to get around it trying to create the CRM databases. I am installing on a 2003 Server and my SQL 2000 is running on 2000 Server. During the installation wizard I am able to connect to the SQL server and there is seems to be no difference on which account I setup, local, Domain, etc. The error occurs as soon as the installation starts and is as follows: Setup was unable to install Microsoft CRM Server. Setup was unable to create the Microsoft CRM databases. Failed to run script:00 - create mscrm.sql. HRESULT:80040E14 Unknown error. (80040E14) I don't think it matters, but this server had 1.0 installed on it and the databases for the installation were created to this same server just fine. I have uninstalled that version and deleted those databases since that installation did not work on 2003 Server. Any help would be appreciated! Thanks in advance. Keith Tag: Sincronization with Sales for Outlook 1.2 Tag: 12625
  - 23
    - Service requirement With a service contract only certain contacts from the company are authorized to make service calls. Has anyone created a solution for flagging certain contacts? Thanks, Laura Tag: Sincronization with Sales for Outlook 1.2 Tag: 12609
  - 24
    - Crystal Report Launch 2 (sorry to repost this thread, but this was too old and I got no respones!) Can anyone explain this better? I can't find any documentation about this.........and techknowledge seems to be useless: http://www.greatplains.com/TechKnowledge/techknowledge.asp?print=true&id=28987&code=7842 can anyone show an example? I tried looking at the url of a report (almost a mile long!) and I indeed saw the paramters I put, but when I try to reopen that url in another browser I get this error: Unable to connect: incorrect log on parameters. File 7c433cc1d949d16.rpt. any help would be greatly appreciated thx, Gary "Sebastiano Castrini" <castrini(remove)@libero.it> wrote in message news:eMEojMP5DHA.2736@TK2MSFTNGP09.phx.gbl... > Hi Steve. > > Can you better explain your workaround ? > After retrieving the invoice number (or the invoiceID) what can I do to see > the report related to that invoice ?. > > Sebastiano. > > > > <Steve Chambers> ha scritto nel messaggio > news:%23Jh4ktq3DHA.2144@TK2MSFTNGP10.phx.gbl... > > Problem here is that you can only push out the URL as John indicated > below. > > You cannot push a parameter to the Crystal report. > > > > Even though 1.2 Supports parameterized reports with Crystal 9.0, it is not > > possible to push the parameter. I understand that Microsoft is working on > > this problem. > > > > In the mean time, we are creating a button that will call a web service > that > > will take the Object ID and the GUID and then find the parameters for the > > specific report (e.g. Invoice number to print invoices!) and then push the > > URL below. This is a not too brutal work around, but does require some > > programming. > > > > Regards, > > > > Steve C. > > > > > > "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in > > message news:O6$Ys362DHA.3256@tk2msftngp13.phx.gbl... > > > Good question!!! > > > > > > and just found out you can. Typically when CRM launches it hides the > > address > > > bars etc unless you have changed a setting in the web.config. When you > > run > > > a report you will see you are opening up a new web browser windows again > > > with address bars hidden. > > > > > > when the report comes up press f11 and you will see the address bar > again. > > > > > > you will see a url for the report like this > > > > > > http://crmservername/reports/viewer/html/viewser.aspx?id=223 > > > > > > > > > > > > from this you can see you can launch a report one you know its id etc > > > however crystal 8.5 on crm 1.0 does not support paramaters...crystal 9 > on > > > crm 1.2 should allow this > > > > > > > > > > > > hope this helps > > > > > > > > > > > > > > > > > > "Joe" <anonymous@discussions.microsoft.com> wrote in message > > > news:06ca01c3db87$c30812e0$a001280a@phx.gbl... > > > > Is it possible to launch a crystal report directly from my > > > > custom CRM application and be able to pass parameters as > > > > well? > > > > > > > > > > > > > > > > Tag: Sincronization with Sales for Outlook 1.2 Tag: 12607
  - 25
    - can not send email with an image i wanted to send an email to multiple contacts with an image that can be seen at the body part of the email. so i created an email template but could not add the image file to the body of the email. since i could not attach the file, i opened the image file with internet explorer and i drag and dropped the image on the email template. it looked all right. the image can be seen on the template. but when i sent it. the recipient could see no image but the red x sign. any solution for sending this type of image based emails from crm? regards, orkun Tag: Sincronization with Sales for Outlook 1.2 Tag: 12606
- Next
  - 1
    - Post CallOut and credentials Hello, We want to create a post callout for an activity phone call. In the post callout code we want to update a custom field called CFSlastphonecall on the account record that is associated with the activity phone call. The question that I have is how do we make sure that we are using the users credential infomation to update the account record. Normally the credential code I use to initialize the BizMerchant and User objects is like the following: // BizMerchant proxy object Microsoft.CRM.Proxy.BizMerchant merchant = new Microsoft.CRM.Proxy.BizMerchant (); merchant.Credentials = System.Net.CredentialCache.DefaultCredentials; merchant.Url = strDir + "BizMerchant.srf"; Microsoft.CRM.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); But since this is running in COM+, the default credentials are the user that we configured in the com+ initailization settings, in this case (just to test out post call outs) we used our CRM Admin account. But if we do this then the account record that gets updated will have the lastmodified by field set to the crm admin account and not user who updated and saved the phone call activity. Is there a way to use the initiating callers crm credentials in the com+ settings or C# code? Thanks, - Jim Tag: Sincronization with Sales for Outlook 1.2 Tag: 12602
  - 2
    - Microsoft Search Hi, I posted this in SQL newsgroup and got a suggestion of turning off MS Search; however, I wanted to make sure it's not needed by CRM before turning it off. I'm running 1.2 on a box with W2k3 Ent, SQL 2k, and Ex2k3. The past week I started noticing the hard drive and DVD-ROM lights lit up every sec nonstop. It just goes on forever. When I checked EV I found that MS Search was running every 15 minutes lasting 6 seconds each time. Is MS Search needed by CRM? I don't have anything else running on SQL except for CRM. Thanks so much. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12601
  - 3
    - Task Controller is this a MS product? has any body heard of it? if it is a rel MS product, I need information on it to make a business proposal to my boss. Anthony B. MCP MCSD Tag: Sincronization with Sales for Outlook 1.2 Tag: 12600
  - 4
    - Clone Addon not working with CRM 1.2 Attached is an add-on we were using with CRM 1.0 to enable the easy cloning of records. I can't get it to work with v1.2. Hopefully someone can look at it and tell me what's wrong. We clone account records mostly. The debugging I have done, indicates a duplicate record error when the create account routine is called. Maybe something to do with the address1 or address2 records linked to the account record??? Thanks -Nathan Below is the text of clone.aspx --------------------------------------------------- <%@ Page Language="C#" enableViewState="false" Debug="true" %> <%@ Import Namespace="System"%> <%@ Import Namespace="System.Xml"%> <%@ Import Namespace="System.Text"%> <%@ Import Namespace="Microsoft.CRM.Platform.ComProxy"%> <html> <head> <title>Cloning...</title> <link rel="stylesheet" type="text/css" href="/_common/styles/select.css" /> <link rel="stylesheet" type="text/css" href="/_nav/tabs.css" /> <link rel="stylesheet" type="text/css" href="/_nav/nav.css" /> <link rel="stylesheet" type="text/css" href="/_nav/menu.css" /> <link rel="stylesheet" type="text/css" href="/_common/styles/global.css" /> <link rel="stylesheet" type="text/css" href="/_forms/styles/form.css" /> </head> <script language="C#" runat="server"> void Page_Init() { string strObjectId = Request.QueryString["oId"].ToString(); string strObjectType = Request.QueryString["oType"].ToString(); string strResult = ""; CBizUser objCurrentUser = new CBizUser(); CUserAuth objUserAuth = objCurrentUser.WhoAmI(); strResult = RetrieveObject(Int16.Parse(strObjectType), strObjectId, objUserAuth); if (strResult != "") { strResult = CloneObject(Int16.Parse(strObjectType), strResult, objUserAuth); } if (strResult != "") { lblResult.Text += "Object sucessfully cloned. <BR><BR>The new record will be listed with the same name or with 'Clone of...' in front of the name. <a href='javascript:DisplayNewRecord(" + strObjectType + @", """ + strResult + @""");'>Click here</a> to close this window."; } } string RetrieveObject(int iObjectType, string strObjectId, CUserAuth objUserAuth) { string strResult = ""; switch(iObjectType) { case 1: CRMAccount objAccount = new CRMAccount(); strResult = objAccount.Retrieve( ref objUserAuth, strObjectId, ""); break; case 2: CRMContact objContact = new CRMContact(); strResult = objContact.Retrieve( ref objUserAuth, strObjectId, ""); break; case 3: CRMOpportunity objOpportunity = new CRMOpportunity(); strResult = objOpportunity.Retrieve( ref objUserAuth, strObjectId, ""); break; case 4: CRMLead objLead = new CRMLead(); strResult = objLead.Retrieve( ref objUserAuth, strObjectId, ""); break; case 112: CRMIncident objIncident = new CRMIncident(); strResult = objIncident.Retrieve( ref objUserAuth, strObjectId, ""); break; case 123: CRMCompetitor objCompetitor = new CRMCompetitor(); strResult = objCompetitor.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1084: CRMQuote objQuote = new CRMQuote(); strResult = objQuote.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1088: CRMSalesOrder objOrder = new CRMSalesOrder(); strResult = objOrder.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1090: CRMInvoice objInvoice = new CRMInvoice(); strResult = objInvoice.Retrieve( ref objUserAuth, strObjectId, ""); break; } return strResult; } string CloneObject(int iObjectType, string strObjectXml, CUserAuth objUserAuth) { StringBuilder strFieldSet = new StringBuilder(""); string strResult = ""; try { XmlDocument objXmlDoc = new XmlDocument(); objXmlDoc.LoadXml(strObjectXml); XmlNode objNode = objXmlDoc.DocumentElement; int[] arrPositions = new int[] { 1, 2, 3, 4, 112, 123, 1084, 1088, 1090 }; int iPosition = Array.BinarySearch( arrPositions, iObjectType); string[] arrDescriptionNode = new string[] { "name", "firstname", "name", "subject", "title", "name", "name", "name", "name" }; string strDescriptionNode = arrDescriptionNode[iPosition]; string[][] arrInvalidNodes = new string[][] { new string[] { "createdby", "createdon", "modifiedby", "modifiedon", "owningbusinessunit", "statecode" }, new string[] { "accountid" }, new string[] { "contactid", "fullname" }, new string[] { "opportunityid" }, new string[] { "fullname", "leadid" }, new string[] { "incidentid", "ticketnumber" }, new string[] { "competitorid", "organizationid" }, new string[] { "quoteid", "quotenumber", "revisionnumber", "totallineitemamount", "totallineitemdiscountamount", "totaltax" }, new string[] { "ordernumber", "salesorderid", "totallineitemamount", "totallineitemdiscountamount", "totaltax" }, new string[] { "invoiceid", "invoicenumber", "totallineitemamount", "totallineitemdiscountamount", "totaltax" } }; strFieldSet.Append("<" + objNode.Name + ">"); for (int i = 0; i < objNode.ChildNodes.Count; i++) { if (objNode.ChildNodes.Item(i).Name == strDescriptionNode) { strFieldSet.Append("<" + strDescriptionNode + ">Clone of " + objNode.ChildNodes.Item(i).InnerText + "</" + strDescriptionNode + ">"); } else if ((Array.BinarySearch( arrInvalidNodes[0], objNode.ChildNodes.Item(i).Name) < 0) && (Array.BinarySearch( arrInvalidNodes[iPosition+1], objNode.ChildNodes.Item(i).Name) < 0)) { strFieldSet.Append(objNode.ChildNodes.Item(i).OuterXml); } } strFieldSet.Append("</" + objNode.Name + ">"); switch(iObjectType) { case 1: CRMAccount objAccount = new CRMAccount(); strResult = objAccount.Create( ref objUserAuth, strFieldSet.ToString()); break; case 2: CRMContact objContact = new CRMContact(); strResult = objContact.Create( ref objUserAuth, strFieldSet.ToString()); break; case 3: CRMOpportunity objOpportunity = new CRMOpportunity(); strResult = objOpportunity.Create( ref objUserAuth, strFieldSet.ToString()); break; case 4: CRMLead objLead = new CRMLead(); strResult = objLead.Create( ref objUserAuth, strFieldSet.ToString()); break; case 112: CRMIncident objIncident = new CRMIncident(); strResult = objIncident.Create( ref objUserAuth, strFieldSet.ToString()); break; case 123: CRMCompetitor objCompetitor = new CRMCompetitor(); strResult = objCompetitor.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1084: CRMQuote objQuote = new CRMQuote(); strResult = objQuote.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1088: CRMSalesOrder objOrder = new CRMSalesOrder(); strResult = objOrder.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1090: CRMInvoice objInvoice = new CRMInvoice(); strResult = objInvoice.Create( ref objUserAuth, strFieldSet.ToString()); break; } } catch ( Exception e ) { lblResult.Text += "Error creating new object: " + e.Message; } return strResult; } </script> > <script language="javascript"> function DisplayNewRecord(iType, sId) { try { // Refresh the main grid var objWindow = window.opener; while(objWindow.opener != undefined) { objWindow = objWindow.opener; } objWindow.crmGrid.location.reload(); } catch (e) { } try { // Display the newly created record window.opener.openObj(iType, sId); } catch (e) { } try { // Close this window window.close(); } catch (e) { } } </script> <body> <table class="layout" cellspacing="0" cellpadding="0" width="100%"> <tr height="24"> <td width="100%"> <table cellspacing="0" cellpadding="0" class="mnubar"> <tr> <td> <img src="/_imgs/mnu_vSpacer.gif" hspace="3"></td> <td class="icMenu" noWrap> <span tabIndex="0" class="menu"> <table width="100%"> <tr> <td align="right" class="mnuTitle mnuRight" noWrap><asp:label id="lblTitle" runat="server" EnableViewState="False" /></td> </tr> </table> </span> </td> </tr> </table> <div style="border-top:1px solid #969693;border-bottom:1px solid #C2C2BF;"></div> </td> </tr> <tr> <td class="leftBar" style="width:100%"> <form runat="server"> <table width="100%"> <tbody valign="top"> <tr> <td align="center"><asp:Label id="lblResult" runat="server" EnableViewState="False" /></td> </tr> </tbody> </table> </form> </td> </tr> <tr height="23"> <td class="statusBar">   </td> </tr> </table> </body> </html> begin 666 clone.zip M4$L#!!0``@`(`"Y52S"F(<6#P0@``+\A```*`"0`0VQO;F4N87-P> H`( `` M`````0`8`"7S6H*U\,,!)?-:@K7PPP%X*9APM?##`;5:>V_;.!+_.POL=^!I MT=9!?%(>Q:*;V,$F;KLPT+3=I'==H"@*2AK;3"G22U).O$6^^_$EB78L.VE] M*1+Q,9SYS8./(=M[\CMZC\> WF V+G6A'PU^B1 PG%+X+X&;*X65;AQA*B%" M+R$MQ_U(B5)7GIS^_),9/RRF7"CT%A<@ISC3U%=SJ:"(-A'$?Q5T,]$'N%5K MJ"Y()KCD(Q4/+B_B]Q2K$1=%/.#%>\%OYV[D1!54?W=Z$\"Y*>ST%%$43@>4 M,\+&<1SW$M=B.REA7Y$`VH^DFE.0$P`5(36?:H%*XTDR*2,T$3#J1\F7C!<% M9XDC3210R%1L*9+O8<?P+%$XE3_(0O_^((<"6/D#+!;-,J8\Q?0'V!FWRHJ; 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MD4.V)I';!'AXM!!\WY%#KDDBMPFT22$?GD.N3B*WB^I%@.JQ.>3J)'*K^.H4 M\K$Y9%L2N15T=L&_0QE6V01UT*O;#.SNB "MN:]])007R)ZR319@@'.[[!_; M;1GB"Y 2C^%!>>I.+W&;\NG//ZU^1FAN9>W[P<ZH9)D%>>^.EOB<=IA7Z$UF MZ;>@)$&7,!(@W55Q@0E#8T%RUSO#-E8^VFM9;6E_/\NGP$!XV]U,"(5.3>4[ MS?5VR7(8$09YLQ^'S):'+&RZ#66<B>(/C2BF/+/GZU@`Y<TR63O*'*"0/_^M M4-/;Q=UPPXVY3G<9D;\^]]J$B.SG77H=FO!Q0@?+=]L+4NS-]SH][A8C8:>7 M\GSNWPO-BRC**):R'VF]>*DBE &EYAV2L'$_VG?U*<[SJGY#<C7I1P?[^T]< MU&@^`DV C">J'QT^]XVZ-5]!VTC=(,:C*EB98E$/-K+JLA'15'9ZI!@C*3+S ML*:+,M%CO\RNS).JB,=D%*&)?U\]BDY[23C68/4"278!K(P0XQ\%GH;L]6"& M-/@AR^%V`:,9$%!6*J[2_KX2E7Q,R9CU(V'L&*K_P=P?(%VX=#T>6 _+Z3'% M*5!$<NV]E%K"Y7=!]&KYV?NU>_9.EDQ@4"2+N'3=C UMD!@C!'8+683#EX;V M<C)#]IFS'Z4V0_RWXM/C@^DMDIR2'/WRVZ_ZW]&)[TRY4KP(^P>'@\/SUR?& M<9I7%6*U^$9V8]O J11&ZAQK:W@,UC/'BV%IGE]7/*IN=FA/F1F%9MZ!6K'0 MVTN^#CR=`5-&B/7DF]"3;B'_?E<N.E+7ZBF_RC?VX7F]19OI?13=MZZYUBGE M>3!-G[)43D]:608(>HG'UDO\?VCX'U!+`0(9`!0``@`(`"Y52S"F(<6#P0@` M`+\A```*````````````( ````````!#;&]N92YA<W!X4$L%!@`````!``$` *. ````T)```````` ` end Tag: Sincronization with Sales for Outlook 1.2 Tag: 12597
  - 5
    - Add date/time to notes Does anyone know how to add the Created Date to the notes form? I'd like the created date to be visible when I view the notes on an Account, Contact, etc. I can not even find where to edit this form. Thanks, Toby Tag: Sincronization with Sales for Outlook 1.2 Tag: 12592
  - 6
    - Data Migration from MS CRM to MS CRM?!? Hi all, I have still the same problem and I still can't find a solution... Situation: - We worked with the sample database "Adventure Works Cycle" - Since Monday we have a new licence key that works only with our company name Questions: 1) How can I change the company name to get the key work? (I think this isn't possible...) Second Possibility: I installed the MS CRM Professional 1.2 (German) again with the right company name. But then the existing database cannot be connected, because it belongs to the Adventure Works Cycle company. 2) How can I connect the database with the new company? 3) Or how can I 'migrate' the existing MS CRM database to the new MS CRM database? I read parts of the DMT Guide... I could not believe that I have to do all of these complex steps to migrate data from CRM to CMR!?!? I only want to register MS CMR! Nothing else... Thanks for every help! Simone Tag: Sincronization with Sales for Outlook 1.2 Tag: 12590
  - 7
    - rights for dropdown control .... Hi, I have created an dropdown control in contacts form. and i have 2 items in the dropdown list. now when user1 logs in i want to show only the 1st item in the dropdown control or i should able to disable the control. but when user2 logs in i should show all the items in the dropdown control. Now how to hide dropdown items according to users ? Regards, Tag: Sincronization with Sales for Outlook 1.2 Tag: 12587
  - 8
    - "Microsoft CRM - Application Professional" certification exam... Hi, What are the prerequsites for "Microsoft CRM - Application Professional" certification exam... If any one has cleared it can u guide us ? is there any sample questions or mock exams for this exam.or is there any books for this ? and is it advisable to take this exam first. Regards, Tag: Sincronization with Sales for Outlook 1.2 Tag: 12580
  - 9
    - CRM 1.2 and SBS2003 Is anyone running CRM 1.2 on SBS2003? I have heard that installing it wipes out the companyweb. Are there any other issues to look out for? Thanks. Dewayne Tag: Sincronization with Sales for Outlook 1.2 Tag: 12579
  - 10
    - How to change which server the Outlook Client is connected to? We are currently setting up multiple CRM databases in order to have a development environment and a live sales environment. How do I swap the Outlook client over between servers? Thanks Brad Tag: Sincronization with Sales for Outlook 1.2 Tag: 12578
  - 11
    - Activity -- problem opening existing Activity We are experiencing a problem when trying to open certain activities. The activity will not open and eventually we get a timeout. What we have found is that in the ActivityPartyBase table for these activities, instead of a few entries for the particular ActivityId, there are over 15,000 entries each with the same ActivityId but different ActivityPartyId values. It seems that the inability to open the activity in CRM is due to all those records in ActivityPartyBase. This is only happening periodically with a small number of activities and appears to be random. Has anyone seen this and does anyone know the solution to this problem? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12577
  - 12
    - Advanced Customisation Please advise if anyone has done anything like this before with MSCRM 1.2 Simple customisation of forms and views is OK. Option 2 is to write your own app based on the API. OK also. Option 3 though: I'll give you an example... On the Contract List form you have Tools/Advanced Find Option but if you go into the details of a single contract you lose the Advanced Find menu item. I would like to be able to hook up Advanced Find to this form. Has anyone done this sort of thing (not that particular customisation but that kind of customisation). I'm telling myself that they are just aspx pages so it should be no big deal, except for the fact that simple customisations are stored in xml files and therefore there is that added layer of complication. Any response would be appreciated. regards Mark Tag: Sincronization with Sales for Outlook 1.2 Tag: 12573
  - 13
    - Setup Development Env Hi: If we want to setup a development environment in our production MSCRM domain using the same OrgName and Key, will this cause any problems? How have you setup your deve environment? I know that the AD information will already exist. Do Tag: Sincronization with Sales for Outlook 1.2 Tag: 12572
  - 14
    - Missing timezone Anyone know what happened to GMT +12? +11 or +13 aren't really suitable for New Zealand. CRM v1.2.3297.0 'Set Personal Options' page 'Miscellaneous' tab 'Time Zone' drop-down list Tag: Sincronization with Sales for Outlook 1.2 Tag: 12570
  - 15
    - Does the administrator have to take up a license? Does the administrator require its own license, or can you assign the System Administrator to a user and remove the license after the initial setup? It seems a bit bad for a company to have to buy an extra license for the Administrator. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12569
  - 16
    - Create new Database and Configure Synchronization Hi all, I would like to create a new database/table to save information on the Oppurtunity -> Competitor/Partner form to the local MSDE when a user is offline. When the user goes online again, I would like to set up the replication so that the data (Competitor/Partner information) stored locally on the MSDE is synched back to the CRM Database (in which case I think I'll have to add a new database/table to the CRM Datastore as well, since it does not have the table I want). Is something that can be done? If yes, anyone have any ideas of how to go about it? Thank you in advance. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12565
  - 17
    - Email quotes This sound quite simple but I can't seem to find this? Where and how does one email an quote out of CRM directly to the client or opportunity if it is activated? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12562
  - 18
    - CRM 1.0 XML import to CRM 1.2 Does anyone know how to import a CRM 1.0 XML into the CRM 1.2 env? The deployment manager rejects the 1.0 XML file during the import process - ERROR: does not match version of the database. So is there anyway work around this? Gues I could modify the XML version but.... Tag: Sincronization with Sales for Outlook 1.2 Tag: 12561
  - 19
    - MS CRM 1.2 and Exchange 5.5? Does anyone know if it's possible to install the Exchange router on Exchange 5.5? Tag: Sincronization with Sales for Outlook 1.2 Tag: 12559
  - 20
    - MSCRM Client install Hi: If MSCRM Outlook Client is successfully installed on a workstation. Can other people on the domain login and use that machine and have their profile created on that machine for MSCRM. In other words, can a workstation be used to synch many users MSCRM information. Do Tag: Sincronization with Sales for Outlook 1.2 Tag: 12554
  - 21
    - More CRM 1.2 issues Aside from not being able to open CRM items we're having another problem preventing use of the system. After installation of 1.2 on Office 2003 systems any mouse over of a CRM item in Outlook causes an Internet Explorer script error, roughly: Line: 35 Char: 1 Error: Object Expected Code: 0 Url: http://localhost:2525/_grid/grid_data.aspx? sortCol=name&sortDir=ascend&viewLd={000000000-0000-0000- 00AA-000010003000}&filter=&pageNum=1 Do you want to continue running scripts... Well, this problem occurs on fresh 1.2 installs only and upgraded from 1.0. Happens in Offline and Online modes. Any ideas? We're about at our wits end with this product. Tag: Sincronization with Sales for Outlook 1.2 Tag: 12553
  - 22
    - CRM 1.2 items cannot be opened with double click We're having a problem with our newly upgraded CRM system. After a short period of use the web clients (and possibly Outlook clients) will get into a state where items cannot be opened any longer. Double clicking does nothing. Anyone experienced this issue before? Thanks, Keith Tag: Sincronization with Sales for Outlook 1.2 Tag: 12551
  - 23
    - Phone call direction default How can you change the default direction of phone calls in the phone call activity from outgoing to incoming? Thanks, Jim Tag: Sincronization with Sales for Outlook 1.2 Tag: 12549
  - 24
    - How does a manager know what activities their reps are working on How does a customer service manager monitor her individual CSR queues from within her workspace? Can their be one master queue that can be accessed or does she have to monitor each queue separately? Can anything in the workplace be customized besides the personal settings of Sales view VS Service view? On a side note, I know that many of you are versed in the customization and implementation of MSCRM, but is anyone actually using the product as a "complete" CRM? Has anyone written a best practices in usage (not implementation or configuring)? How to bypass the shortcomings of the system with procedures etc? Thanks once again, Jim Tag: Sincronization with Sales for Outlook 1.2 Tag: 12548
  - 25
    - Doubt in getting the record count of customised field.. Hi, In MSCRM i want to get the total count of contact records according to a database status field or according to my own customised field. how can do it. fromSDK i got this code snippet but how can i mention the code number that i want to retrieve.(ex) select count(myfield) from contacts where myfield='5'. How can i convert this query as xml query. code which i got from sdk is. String strQuery; strQuery = "<fetch mapping='logical' aggregate='true'>" strQuery += " <entity name='Contact'>" strQuery += " <attribute name='myField' aggregate='count' alias='number' />" strQuery += " </entity>" strQuery += "</fetch>" // Execute the query int intCnt = query.ExecuteQuery(userAuth, strQuery); Tag: Sincronization with Sales for Outlook 1.2 Tag: 12547

When I want to sincronize Sales for Outlook v1.2 in
spanish the system dont work but i dont receive none
message.

I can see that the local databases werent create. It is
correct?

Do we have someone recomendation

Thanks

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