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- Previous
  - 1
    - Resolves a custom entity Is there a way to create a resolution message just like one for any system entity, for example case resolution? I have created an custom entity but struggling with a way for the users to close and resolve the custom entity. Thanks for your help. Tag: Stop Tracking Tag: 63355
  - 2
    - Adding a second Manager field to the User record We have personnel that report to more than one boss. Is it possible to create a second "Manager" field on the User record that performs just like the original Manager field through the standard Customization interface? Tag: Stop Tracking Tag: 63352
  - 3
    - The Access level for the Create Privilege Ok, My company is going to be integrating to MS CRM, and I have a Create Privilege question. In a sample database, I noticed a lot of the roles had a User Access Level on the Create Privilege for a bunch of entities. The question is, the User access level is defined that the user must be in the same business Unit or the record must be shared. Wouldn't that mean the same thing as the Business Unit Access Level? And if you were trying to block creation of records of that entity to a role, wouldn't you set the Access level to none? I just can't think of a scenario where you would ever set the Create Privilege's Access Level to User, rather than none, or Business Unit. Tag: Stop Tracking Tag: 63333
  - 4
    - My recieved mails are not showing in the My Recieved E-mails View In CRM 3.0 whenever any emails are being sent they show in the All E-mails view under activites. However if the user selects My Recieved E-mails view they are not shown. Also they are not shown under My activitities view. I suspect this has something to do with the emails being marked as closed. Is there anyway I can change these views to show these closed emails in these views? Tag: Stop Tracking Tag: 63331
  - 5
    - Input Masks CRM V3.0 Are there built-in input masks for CRM V3.0? If yes, how do I apply? If not, any suggestions on best way to accomplish? Tag: Stop Tracking Tag: 63330
  - 6
    - Import / Export Customization Issue I create many customizations, including new objects, new attributes, changned views, changed ass. views, etc. When I export and import into another CRM enviroment, all changes happen except the form and associated view changes. For example if I change the form (details tab) to have 3 fields only, after the export / import the details tab is back to the default install? Any way to tell what is happening? Tag: Stop Tracking Tag: 63329
  - 7
    - Error when processing emails with attachments Hello, I'm getting the following error in the event viewer when the email router tries to process an email that has an attachment: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Processing content for message: attachments -->CRM:00010189 in mailbox: CRMMailbox failed (System.DllNotFoundException: Unable to load DLL (CRMCore.dll). at Microsoft.Crm.PerfControl.CrmLogPerTrace(String wszTrace, Int32 dwLevel) at Microsoft.Crm.PerfControl.LogPerf(String title, PerfLogLevel level) at Microsoft.Crm.Metadata.MetadataCache.LoadCacheNoLock() at Microsoft.Crm.Metadata.MetadataCache.LoadCache() at Microsoft.Crm.Metadata.MetadataCache.GetEntity(String entityName) at Microsoft.Crm.BusinessEntities.BusinessEntity.ProcessMetadataMap(String platformName) at Microsoft.Crm.BusinessEntities.BusinessEntity.get_Metadata() at Microsoft.Crm.BusinessEntities.BusinessEntity.PerformTypeCheck(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.SetAttributeValue(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.set_Item(String attributeName, Object value) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage)). ---> System.DllNotFoundException: Unable to load DLL (CRMCore.dll). at Microsoft.Crm.PerfControl.CrmLogPerTrace(String wszTrace, Int32 dwLevel) at Microsoft.Crm.PerfControl.LogPerf(String title, PerfLogLevel level) at Microsoft.Crm.Metadata.MetadataCache.LoadCacheNoLock() at Microsoft.Crm.Metadata.MetadataCache.LoadCache() at Microsoft.Crm.Metadata.MetadataCache.GetEntity(String entityName) at Microsoft.Crm.BusinessEntities.BusinessEntity.ProcessMetadataMap(String platformName) at Microsoft.Crm.BusinessEntities.BusinessEntity.get_Metadata() at Microsoft.Crm.BusinessEntities.BusinessEntity.PerformTypeCheck(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.SetAttributeValue(String attributeName, Object attributeValue) at Microsoft.Crm.BusinessEntities.BusinessEntity.set_Item(String attributeName, Object value) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetBodyPartAsAttachments(IBodyPart bodyPart, BusinessEntityCollection emailAttachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at Tag: Stop Tracking Tag: 63327
  - 8
    - Account/Contact Relationships Currently I have no operational problems, just an organizational one, I have 2 archaic dos-based databases (DBF) one containing contact info and one containing account info. The contacts database is in and working fine, however I run into problems importing account files that have the primary contact already existing in the CRM database. is there a way to import an account that has a contact already existing in that database? if not I realize I will basically have to most likely re-do the database. If I have to do that, first off is there a "format the database" feature or a "bulk delete" for contacts and accounts? if not is it just basically a fresh install or what? and then what should be the proper import procedure on a fresh database, accounts then contacts? Sorry if there are a lot of common questions, but I am neck deep in documentation here and assistance would be greatly appreciated. Tag: Stop Tracking Tag: 63319
  - 9
    - Field websiteurl not a hyperlink in Contacts I added "websiteurl" to my contacts form, but it appears to not be a hyperlink. If I add a record, the field does not product a clickable link to open the website. Any ideas of how to fix this? I'm assuming this is an oversight on Microsoft's side that should be fixed. Tag: Stop Tracking Tag: 63318
  - 10
    - Emails randomly being tracked Hi All, We are experiencing a very frustrating problem with our CRM 3 installation. We have the CRM for Outlook client (v3) installed on all of the pc's used by our CRM users. All users are set to track email one way (the setting to make only one task for mail between users). We are tracking only CRM token emails by default. We have the outlook rule freshly deployed to all users after checking the correct operation and config of the client. However, every so often (about one in every few hundred emails) an email will be automatically tracked in crm for absolutely no apparent reason. These are not emails with a tracking token, the only way they could have got there (so I thought) is by the user pressing the 'track in crm' button in outlook. Until it happened to an email sent to myself. By the time the mail was in my inbox, the icon was a CRM icon. I checked all emails in the system in advanced find, and I was the owner, with the status reason set to 'received'. As I say, the icon next to the message in Outlook was already the CRM one when I switched to look at Outlook. Are there any rules that are applied to messages which are not obvious to the user/admin, and happen 'behind the scenes'? Many of the messages which are finding their way in are sent to many CRM users, so is there some rule running which decides that therefore this must be relevant to CRM? It is becoming a difficult situation as some confidential emails have found their way in. Any help appreciated! Thanks, Andy Tag: Stop Tracking Tag: 63313
  - 11
    - Failed 3.0 desktop client install We cannot get the Desktop Client 3.0 to install. Keep getting the following errors. "Microsoft XML Core Services (MSXML)4.0 Installation failed Fatal error during Installation" "Microsoft .NET Framework Service Pack 1 installation failed. Fatal error during install" This is happening on multiple WinXP SP1 desktops. (btw, any way to put a screen shot in these posts?) Thanks in advance! Tag: Stop Tracking Tag: 63299
  - 12
    - MSCRM Sales Engineer needed in Toronto Hello all: A very strong, gold certified Microsoft partner located in Toronto is looking for a CRM sales engineer to help ramp up their practice. If anyone is interested please ping me directly at jstrauma@microsoft.com Thanks. -- John [MSFT] This posting is provided "AS IS" with no warranties, and confers no rights. Use of any included script or code samples are subject to the terms specified at http://www.microsoft.com/info/cpyright.htm. Tag: Stop Tracking Tag: 63294
  - 13
    - Dash (-) characters keep reappearing in record fields. Hi, Strange one this. We have a MSCRM 3.0 install which seems to have the following problem. I open a record (contact), remove the dash (-) character from the phone number field, save and close the record and all seems fine. I open the record back up and the dash character has sucessfully been removed. However, if I come back to the same contact record about 5 to 10 minutes later, the dash has reappeared in the telephone number field!!! There are no workflows running, nor is any one going into the record and updating manually. It only seems to be dashes as we've changed other fields and it seems fine with them. Any pointers/help would be greatly appreciated as we're going bonkers trying to figure this one out. Tag: Stop Tracking Tag: 63288
  - 14
    - CRM Client CD? Where can I download the CRM Client for Outlook. We have purchased CRM and I also have an MSDN subscription, but I cannot find the client. Can someone please provide the URL? Thanks! Tag: Stop Tracking Tag: 63287
  - 15
    - Problem in a creating new report Hi everyone, I have CRM 3.0 with SQL server 2000. Now I installed SQL server 2005 and VS.Net 2005 in another PC for desining CRM reports, this is Ok but when I want to add new Report in MS CRM the following error was appeared: "An error occured while trying to add the report to microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator." Is compatible VS.net and SQL 2005 reports with SQL 2000 report services? If YES what is my problem? (My CRM user is CRM Administrator) -- Mohsen Ahmadi Tag: Stop Tracking Tag: 63283
  - 16
    - Decimal type of an attribute Hi, How could we create a new attribute with a decimal type ? This type is unavailable in the picklist but it exist (by example the attribute quantityonhand of the entity product) Thanks WTCSO Tag: Stop Tracking Tag: 63280
  - 17
    - lead primary attribute should allow company name or fullname When viewing activities, it is essential for many users to see quickly what company they are concerned with, couldn't the fullname attribute for the lead be set to either the company name or one of the first and last name options. -- Marge in the uk ---------------- 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=dafe4053-8c6a-4e1a-84c1-25f5b9ca9193&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63279
  - 18
    - CRM V3 Registration Questions We are preparing to upgrade to CRM V3. I have set up a test environment with V3 to make sure all our customtizations work and to get used to the changes before rolling it out to the masses. I see that V3 has to be registered within 30 days of install. If i register the software on my test environment, will that prevent me from installing/registering on my production environment? (similar to an XP registration) If it does what are people doing for test environements? I really dont want to have to ghost the machine and load it back every 30 days to do development for in house stuff. Any insights appreciated! Tag: Stop Tracking Tag: 63278
  - 19
    - CRM integration to legacy systems via BizTalk Hi There We have a number of systems containing different information about customers that we would like integrate with CRM via BizTalk. Basically, CRM will be the basis of our contact centre, where all customer enquiries will be dealt with through CRM and the various legacy systems updated accordingly. Can this situation be acheived using BizTalk and MSCRM? If so, can CRM hold data for that customer as well as update other systems? Are there any best practices for this situation that anyone knows of? The idea is that when we update information for a particular customer, the update is performed system wide ensuring one accurate record per customer. Any feedback is much appreciated Tag: Stop Tracking Tag: 63277
  - 20
    - Bug setting user from restricted to non restricted node When you set a user to be a non restricted account and you have run out of licenses then you get the folloing exception on 'save and close' Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Exception from HRESULT: 0x80042F12. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80042F12. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [COMException (0x80042f12): Exception from HRESULT: 0x80042F12.] Microsoft.Crm.Platform.ComProxy.CBizUserClass.Update(CUserAuth& Caller, String UserId, String UserXml) +0 Microsoft.Crm.Application.Platform.SystemUser.InternalUpdate(String id, String xml) +31 Microsoft.Crm.Application.Platform.Entity.Update() +139 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +418 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +12 Microsoft.Crm.Web.BusinessManagement.SystemUserDetailPage.ConfigureForm() +222 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1545 ---------------- 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=b825930f-d298-4c01-9c14-d701f5ca6a0b&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63272
  - 21
    - appointments in outlook disappears When I create a new appointment in Outlook and click the "Track in CRM" button, the appointment is created in both Outlook and CRM. After a short while the appointment in Outlook is gone, but the appointment in CRM is still present. What can be wrong? Regards Dialex Logistics A/S Flemming Bo Svanholm Software Architect Tag: Stop Tracking Tag: 63271
  - 22
    - workflow automatic rule Hi / Bonjour, i have a problem with the launch of my automatic rules, created with the administrator system ("restricted access" is checked...) Exemple : - creation of the rules with the administrator account (those of the installation of crm) - with another account/user, on another PC : launch of the rule, manually : OK - with another account/user, on another PC : launch of the rule, automaticaly : NOT OK for information, when i uncheck "restricted access", all is OK....it is a question of rights but... I could unckeck the "restricted access" forever but my partner doesn't have a lot of licence...so, how can i make it run without giving a licence to the admin... sorry for my bad english... tks for ideas or remarks... Mary Tag: Stop Tracking Tag: 63268
  - 23
    - Custom entity errors When I try to create a new entity I get the following message upon saving.. An error has occured please contact your system administrator. Everything else seems to be working. -- dld3 Tag: Stop Tracking Tag: 63267
  - 24
    - Change normal letters in to Capitals Hi, I would like to automatically change the City field data into capitals. Does anyone has an idea how to do such a thing? Regards, Dirk F Tag: Stop Tracking Tag: 63260
  - 25
    - Outlook Client installation should not unlink the PST folder It is a suggestion to the product MSCRM 3.0. We implemented the MSCRM 3.0 for our customer and it is at the final phase of the project. Unfortunitely, our customer has recently found out that the installation of CRM Client for Outlook, both Desktop and Laptop Clients, causes the originally linked PST files of the Outlook be unlinked. Our customer contacted the MBS Supports through the CustomerSource program and got a prompt feedback. The Supports conducted tests and confirmed the existence of this bug. However, the only solution they provided is a workaround to add the PST files back manually. Can there be any hotfix or wizard to tackle this problem? Our customer and we also think that it is difficult to make use of the suggested workaround method on thousands of the remote machines in the various locations in the world, or wait for the release of the next CRM version in 2007. Thanks for the concerns. ---------------- 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=c9b527a1-dd4a-408f-acbd-98e18a9a674f&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63259
- Next
  - 1
    - Contract Does not expire automatically Hi I use crm 3.0 and from 22/06/2006 contracts do not expire automatically when the expireson date passes. For example i have a contract which expires on 23/06/2006 and it is still active. All contracts from 22/06/2006 does not change status automatically when expires on date pass. Has anyone experience this before?? thanks Tag: Stop Tracking Tag: 63256
  - 2
    - Knowledge Base Articles Hi CRMers, For the case entity, we have articles that are linked to the knowledge base. When my user selects an article, I hope to be able to copy the article and paste it into a 'ntext' to capture the article at that point in time. Can this be done? How? Once again, many thanks to those that have replied to my questions. Regards. Tag: Stop Tracking Tag: 63255
  - 3
    - Chronology of Owners Hi CRMers, I hope to be able to keep a chronology of Owners that were assigned to a case. I am planning of attaching the owner to "Notes" each time the owner is changed. Can anyone advice if this is possible and how do I go about it? Many thanks in advance. Regards. Tag: Stop Tracking Tag: 63254
  - 4
    - Scheduling activities - promoting error All of our users are receiving an error when scheduling an activity in either CRM Client for Outlook or the web-based application. ALL users are assigned to the System Administrator role. Error in CRM Client: "An error occured promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. This item has been saved to Microsoft Outlook but is not being tracked in Microsoft CRM" Error in Web-based application: "An error has occured. For more information, contact your system administrator." A second window then appears: "General failure in scheduling engine". I've done a repair installation on the CRM server without resolve. Help! Jerry Tag: Stop Tracking Tag: 63244
  - 5
    - Co-Existance with Project on Same Server? Hello, We're a small company who is an MS partner and are looking to deploy CRM for our sales staff. While we are aware that you cannot have CRM and Exchange on the same server, we would like to consolidate some of our internal services to a singlular server. I am curious if Project Server and CRM can co-exist peacefully on the same server or not? I know I can use SharePoint on a CRM server, but being able to put Project Server as well would be very helpful. Thanks, Derek Tag: Stop Tracking Tag: 63243
  - 6
    - Not able to save changes to system settings I have 3.0 with sample data. My issue is that I'm not able to save any changes to the system settings. I have SA right. Any idea? Thanks. Tag: Stop Tracking Tag: 63238
  - 7
    - JScript for phone formatting I need a JScript for phone formatting on a phone field. Please help. fomrat: (xxx)xxx-xxxx Tag: Stop Tracking Tag: 63237
  - 8
    - Cannot import customisations - various errors Well, I have created solution for a client which is currently running at 44 custom entities, including lots of changes to views and forms, and lots of jscript to consistently fill the names of "join" tables based on selected lookup fields. I have exported all customisations but just cannot import them again, no matter what I try. I developed them on the May virtual pc, exported them, then started a fresh VPC (tried both may & feb) and attempted to import them. I have had the SQL timeout error, so I added the oledbtimeout=0x240 to the registry (Jo Savidge - March31), and tried again and it still times out. I have restarted the server after applying this, but I don't think it ever uses this new value. Maybe I've mis-spelt it? Then I have attempted to import them one at a time, starting on the entities with no dependancies but I can either still get a timeout, or get the enitities imported with the FK attributes imported but no relationships. Or I will sometimes get the error "A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again." However as I'm only importing the entities' "metadata" rather than any records themselves, this error message leaves me a tad bemused and none the wiser. I would like to break up the import into pieces in order to understand where it's done something wrong, but this is hard because it seems that without all the related tables together, things like relationships can't be created. Is the import process thoroughly documented somewhere that I could read and maybe devise a more robust import scheme - maybe utilising the webservice methods to automate this process? I have put a huge effort into these customisations, their views, forms, relationships, jscipt, and sitemap. And phase 2 of the project was to add a similar number of entites bringing the total number close to 100. However without being able to rely on Customization Import to quickly apply these from development to test to production environments, this project is quickly looking vulnerable, and I will be left iwth much egg on my face. Any tips or strategies with Export/Import of Customizations would be greatly appreciated. cheers, Paul. Tag: Stop Tracking Tag: 63236
  - 9
    - Retrieving ObjectTypeCode using client javascript? Is there a way to retrieve an entity's ObjectTypeCode via client script? Thanks. Tag: Stop Tracking Tag: 63235
  - 10
    - Change 'Track in CRM' Status If a contact or task is designtated to be tracked in Outlook, how can I undo this so that it's no longer being tracked? Thanks Tag: Stop Tracking Tag: 63233
  - 11
    - Where can I edit the Convert Lead (Status) List? Does anyone know where I can edit the Convert Lead list? Specifically the Status list? Thanks Tag: Stop Tracking Tag: 63232
  - 12
    - Add new field that is User Lookup I have had many clients that need to attach multiple users to a single account. What I mean is there is an Owner for every account . That can be used as the "Account Manager" But what if you also need to track a loan processor to the account... Not possible. Suggestion: Allow a new filed type that is simply the CRM user list. It would also be great to be able to access these users via workflow (Send alert to loan processor). ---------------- 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=ac05a1b6-25a6-4a8f-982c-b76003b1c9dd&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63231
  - 13
    - Offline Sync at Intervals I have many clients the have sales guys that are on the road constantly. They want to remain "Offline" with their Outlook most of the time. They constantly forget to press the "go online" to send data up to server. I would suggest having an option to send changes up to server (with out going back online) at specific intervals (30 min or 2 hours...). These guys are good sales folks but not aware of technology. Having to Go Online, then immediately Go Offline does not make since to them... They just want the data to go up automatically. ---------------- 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=9e437c6f-42fb-4287-945b-ce7c2ede5a4e&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63230
  - 14
    - Auto Email connect to contact When pressing the "Track in CRM" button from Outlook and no "Regarding" entity is selected then email should be automatically attached to the contact that has that email address. Most emails are just to a contact. this way the emails would be visible from the contact without having to attach to the contact for every email done throughout the day. ---------------- 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=894a4461-66c1-4359-b806-50f049a23a22&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63229
  - 15
    - CRM Exchange route problem Hi Everyone, I installed CRM 3.0 without Exchange route about 2 month ago, Now I install Exchange server and CRM Exchange router. Please let me know how can I Change CRM Exchange router in MS CRM? I repair CRM Server but I encounter some problems, also I find a solution for this issue that I must changed CRM registery but my problem don't solved. -- Mohsen Ahmadi Tag: Stop Tracking Tag: 63227
  - 16
    - Some more simple CRM 3.0 Questions - When e-mail is sent through CRM, since it doesn't sync with Outlook (i.e. sent folders), how do I force users to ONLY send e-mail through CRM so that all messages are tracked? The dilemma is that we want all messages tracked through CRM. - Is there a way to be automatically notified of any CRM patches? What about through WSUS? Tag: Stop Tracking Tag: 63221
  - 17
    - PreCallout return messages I am trying to write a pre-callout routine. I have it working. When a certain condition is met, I return the abort return code and a message. Then I get this really bad end of the world type of screen from CRM - with my error in the middle. It looks like a exception was thrown, certainly not the nice little message that I provided. Is there a setting somewhere where I can get this to look presentable? If I use stop, even though I pass back a message - it doesnt' appear. Thanks in Advance! Tag: Stop Tracking Tag: 63218
  - 18
    - Running Excel Report closes CRCM I have created an Excel report. When I run this report from the reports area in CRM it pops up and asks if I want to Save or Open. If I Open everything closes. I see a quick window pop up then everything is gone (CRM and Excel). Is there a setting I need to make to keep CRM open when running an Excel report? Thx Larry Tag: Stop Tracking Tag: 63217
  - 19
    - Reports on working on new install I have a fresh install that I have been using for the past couple of weeks successfully. However, if I select the Reports icon in the My Work folder I get the following error (help please): Microsoft CRM Unhandled Error Details: Server Error in '/' Application -------------------------------------------------------------------------------- No connection could be made because the target machine actively refused it Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Net.Sockets.SocketException: No connection could be made because the target machine actively refused it Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [SocketException (0x274d): No connection could be made because the target machine actively refused it] System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress) +1002066 System.Net.Sockets.Socket.InternalConnect(EndPoint remoteEP) +33 System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Int32 timeout, Exception& exception) +431 [WebException: Unable to connect to the remote server] System.Net.HttpWebRequest.GetRequestStream() +1504445 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +103 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +47 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +351 Microsoft.Crm.Reports.Home.ConfigurePage() +964 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +19 System.Web.UI.Control.PreRenderRecursiveInternal() +77 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +1360 Microsoft CRM Application Error Report: Error Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Error Details: Exception of type 'System.Web.HttpUnhandledException' was thrown. Error Number: Source File: Not available Line Number: Not available Date: 06-23-2006 Time: 15:37:23 Type: Application Error (2) Server: cheetah Request URL: http://cheetah:5555/CRMReports/home_reports.aspx Basic Server & Client Information: What the End User would have seen: Tag: Stop Tracking Tag: 63213
  - 20
    - CRM must support reoccurring tasks and appointments We are constantly telling customers how CRM works "just like" Outlook. I have had three different prospects ask if it support reoccurring tasks and appointments. ---------------- 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=c30e0c59-56ec-4e19-80ca-9be962220af6&dg=microsoft.public.crm Tag: Stop Tracking Tag: 63212
  - 21
    - Date calc in Workflow I need to add a wait condition to a workflow to a Case. I have a field "NSDA Date Submitted". If the case is still opened and that date is over 7 days ago I need to create an activity (Reminder to contact the NSDA). How do I create the wait? I want to do something like - "IF (NSDA Date + 7 Days) then send reminder" Is this possible?? -- Thank You, Robert Tag: Stop Tracking Tag: 63211
  - 22
    - Ability to edit customer relationships It appears that regardless of what permissions a user has on the customer relationship entity, a relationship between 2 accounts/contacts cannot be edited unless you are the user that created the relationship. Other users can DELETE the entity, but cannot edit the relationship. Any idea why this might be? Am I missing something? Tag: Stop Tracking Tag: 63210
  - 23
    - Drop-Down Menus appear abnormal There are instances when a drop-down menu is selected, the menu is colored solid black where no options are viewable to select. This irregularity occurs from time to time. Any ideas what would cause this would be greatly appreciated. Thank you for your time. Tag: Stop Tracking Tag: 63209
  - 24
    - Using the isv.config file properly I was trying to add a new entity navigation pane item to the Accounts entity so I created an isv.config file with the following contents... <configuration version="3.0.0000.0"> <Entities> <Entity name="account"> <NavBar> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="Serial Numbers" Url="http://crmapps/SerialNumbers.aspx" Id="navAcctSerials" Area="Sales" /> </NavBar> </Entity> </Entities> </configuration> When I try to load CRM, it gives me a sitemap error. What am I doing wrong? Thanks Greg Tag: Stop Tracking Tag: 63207
  - 25
    - Suggestion: Refresh current window mode It would be nice if there were an option in CRM to refresh the window that you're in rather than open a new window. e.g. When you are on an contact associated view in an account and you double click on the contact, the contact window replaces the account window so that the number of windows open is minimized. Lee Adler Tag: Stop Tracking Tag: 63206

How do I stop tracking contacts and activities in Outlook?

Re: Stop Tracking by Dave

Dave
Tue Jun 27 10:41:43 CDT 2006

On your CRM menu in Outlook, go to Options and select the Synchronization
tab. Uncheck the various options there.

Dave Ireland

"circulent" <circulent@discussions.microsoft.com> wrote in message
news:08F29161-761A-4312-A572-E895A1A49BFD@microsoft.com...
> How do I stop tracking contacts and activities in Outlook?

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Re: Stop Tracking by circulent

circulent
Tue Jul 04 13:32:01 CDT 2006

Cool. LBut how do I deselect specific Outlook contacts from being tracked in
CRM? Thanks buddy

"Dave Ireland" wrote:

> On your CRM menu in Outlook, go to Options and select the Synchronization
> tab. Uncheck the various options there.
>
> Dave Ireland
>
>
> "circulent" <circulent@discussions.microsoft.com> wrote in message
> news:08F29161-761A-4312-A572-E895A1A49BFD@microsoft.com...
> > How do I stop tracking contacts and activities in Outlook?
>
>
>

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