TAPI for CRM 3

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  - 1
    - Customization - forms and views I have a new install of microsoft crm, i have even uninstalled and reinstalled crm 3.0 and IIS on my windows 2003 server. everything seems to work fine untill i go to create any customizations. when i click on forms and views i get a error that says "an error has occurred. please contact you administrator." well that is me. i am on the server directly using the domain administrator username and password which is the same user that installed CRM 3.0 [WebException: The request failed with HTTP status 401: Unauthorized.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1296 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.Platform.Proxy.SavedQueryWebService.RetrieveMultiple(QueryBase queryExpression) +55 Microsoft.Crm.Application.Platform.SavedQuery.RetrieveMultiple(QueryExpression queryExpression) +28 Microsoft.Crm.Application.Controls.SystemCustomization.UIElementsGridDataProvider.GetViews(User user, EntityMetadata entityMD, Filter filter, ArrayList uiElementsList) +597 Microsoft.Crm.Application.Controls.SystemCustomization.UIElementsGridDataProvider.GetData(User user, String[]& columnSet, Row[]& dataSet) +203 Microsoft.Crm.Application.Controls.SystemCustomization.SysCustGridDataProvider.Execute() +136 Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter output) +229 Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter output) +525 Microsoft.Crm.Application.Components.UI.DataGrid.RenderInnerHtml(HtmlTextWriter output) +471 Microsoft.Crm.Application.Components.UI.DataGrid.Render(HtmlTextWriter output) +125 Microsoft.Crm.Application.Controls.AppGrid.Render(HtmlTextWriter writer) +128 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 _ASP.uiElements_aspx.__Render__control1(HtmlTextWriter __output, Control parameterContainer) +386 System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) +27 System.Web.UI.Control.Render(HtmlTextWriter writer) +7 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Page.ProcessRequestMain() +1926 Tag: TAPI for CRM 3 Tag: 61313
  - 2
    - Unable to upload RDL reports Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- Exception of type Microsoft.Crm.CrmException was thrown. 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: Microsoft.Crm.CrmException: Exception of type Microsoft.Crm.CrmException was thrown. 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: [CrmException: Exception of type Microsoft.Crm.CrmException was thrown.] Microsoft.Crm.Application.Platform.Report.InternalCreate(String xml) +721 Microsoft.Crm.Application.Platform.Report.InternalCreateAndRetrieve(String xml, String columnSet) +9 Microsoft.Crm.Application.Platform.Entity.CreateAndRetrieve(String columnSet) +131 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +289 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm() +202 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: TAPI for CRM 3 Tag: 61311
  - 3
    - German CRM 3.0 to been seen in UK language for UK users Hi We have a CRM 3.0 installation in Germany and using German format. We have a handful remote users in the UK and when viewing CRM it views in German format. Is there a way to view a German CRM 3.0 install in UK language for the UK users? Would i need to do another installation? Many Thanks Tag: TAPI for CRM 3 Tag: 61306
  - 4
    - Demo licence URGENT Hei, I installed CRM 3.0 Server (SBS 2003) on VPC for Demo to show my customer, tomorrow i have meeting with customer but today i notice date of demo licence is over and i can not enter in the CRM and can not use CRM. Please help me how to solve this problem. I have licence key for my own company. can i use that licence key and how to change now it with my own key to log in the Demo CRM 3.o. At start it show message that licence date is over. Try Again or close. -- Maikal Tag: TAPI for CRM 3 Tag: 61305
  - 5
    - SQL 2005 SP1 and CRM 3.0 Is it compatible? Are there issues? Tag: TAPI for CRM 3 Tag: 61296
  - 6
    - Tracking CRM 3.0 Campaign Responses I am trying to create, distribute, and track all campaign responses from MS CRM 3.0. I have successfully accomplished the following steps 1. Create Marketing List 2. Create Marketing Campaign 3. Attach the marketing list to the marketing campaign 4. Create a new campaign activity. The activity that I have created is "E-mail via mail merge". 5. I have then distributed the email (via mail merge). 6. I have received a response from the campaign with a CRM tracking token from the campaign. 7. I have clicked the 'Track in CRM' button to promote the e-mail. In the regarding field, the name of the campaign activity then appears. In this case, it is the name of the email that was sent to all marketing list contacts. However, after I have promoted it the e-mail, it is still not tracked as a 'campaign response' under the marketing campaign, even though on the server settings I have E-mail tracking turned ON and 'Create campaign responses for incoming e-mail' turned ON. No campaign responses are tracked anywhere. The only place the e-mail is tracked is in the 'history' section of each individual contact. Can someone please tell me why I can't get the campaign responses to track as campaign responses, all in the same place? Thank you in advance, z Tag: TAPI for CRM 3 Tag: 61293
  - 7
    - Tracking Campaign Responses I am trying to create, distribute, and track all campaign responses from MS CRM 3.0. I have successfully accomplished the following steps 1. Create Marketing List 2. Create Marketing Campaign 3. Attach the marketing list to the marketing campaign 4. Create a new campaign activity. The activity that I have created is "E-mail via mail merge". 5. I have then distributed the email (via mail merge). 6. I have received a response from the campaign with a CRM tracking token from the campaign. 7. I have clicked the 'Track in CRM' button to promote the e-mail. In the regarding field, the name of the campaign activity then appears. In this case, it is the name of the email that was sent to all marketing list contacts. However, after I have promoted it the e-mail, it is still not tracked as a 'campaign response' under the marketing campaign, even though on the server settings I have E-mail tracking turned ON and 'Create campaign responses for incoming e-mail' turned ON. No campaign responses are tracked anywhere. The only place the e-mail is tracked is in the 'history' section of each individual contact. Can someone please tell me why I can't get the campaign responses to track as campaign responses, all in the same place? Thank you in advance, Andrew Tag: TAPI for CRM 3 Tag: 61287
  - 8
    - CRM 3.0 Outlook Client- Disable Email Tracking in CRM Hi, Is there a way to disable "track in CRM" only for emails from Outlook client. Our client wants to be able to track appointments, tasks etc on CRM but not the emails. Any suggestions will be appreciated a lot!! Isil Tag: TAPI for CRM 3 Tag: 61283
  - 9
    - Dashboard Solutions I am curious what enterprise wide dashboard solutions people are using. Can anyone that uses dashboards significantly throughout their orgranization with CRM tell me what they use? I know Business Scorecard Manager is MS's solution, wondering what else people like. -- Thanks, Brian Tag: TAPI for CRM 3 Tag: 61282
  - 10
    - Teams, Business Units, and Resource Groups equal to Current User Microsoft CRM should allow you to select entities who's related Teams, Resource Groups or Business Units include the current user. Then you could create advanced find views similar to My Quotes, except they would be "My Teams Quotes" where it is looking for Quotes with related owners with related Teams that include the current user. ---------------- 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=d535ea60-e4a7-480b-8b40-6e85f8e534b9&dg=microsoft.public.crm Tag: TAPI for CRM 3 Tag: 61266
  - 11
    - Where is Address Contact? On the "information" tab in an account, there is an address at the bottom of that window. Where is the "address contact" for that address? In the "More Addresses" screen, there is an address contact field, but I don't see that field on the "information tab" address. That doesn't make a lot of sense (especially since this field integrates to GP). Is there a way to add this field to that address section? Brandon Tag: TAPI for CRM 3 Tag: 61264
  - 12
    - CRM 3.0 Units vs Teams vs Territories Which to Use We recently certified on CRM 3.0 and now have a major debate going on as to what should be defined as a Business Unit, Territory or Team or even Site. For example, we have two offices: east (also Head Office) and west. We have a large sales group in the East office and groups of service staff: consulting, professional, technical, infrastructure, training as wel as Coporate (Finance,HR, Admin). We are a major IT Reseller and service provider. It has been suggested that teams should be more temporary or smaller sections of units. Any advice on what should be a business unit: just our offices or are these territories or should we make each group: Sales (with their territory - east, west), Professional Services, Consulting Services, etc. as a Business Unit or are these teams. Any help would be appreciated. Thanks, Tag: TAPI for CRM 3 Tag: 61262
  - 13
    - Security setting to restrict user from deactivating record? Hi. Can anyone tell me what setting to use to restrict a user from deactivating a record in MS CRM 1.2? The user is already set up with no delete priviledges. thank you...Kim Tag: TAPI for CRM 3 Tag: 61258
  - 14
    - CRM3 Enable Merge feature in Custom Entities In CRM 3.0 is it possible to create the necessary system relationship in custom entities so that the merge feature is available to them? I see that for system entities like Contacts there is a many-to-one relationship back to Contacts, schema masterid, used for the Merge functionality. This type of relationship cannot be created manually. Tag: TAPI for CRM 3 Tag: 61257
  - 15
    - Script Error on Quote Hello, When I open a quote I get three script errors. Line 527, char 1, Error : syntax Error, Code 0 Line 665, char 163, Error: Expected '}', Code 0 Line 516, char 72, Error: Object expected, Code 0 We haven't altered these pages. Thanks in advance, Loreeta Tag: TAPI for CRM 3 Tag: 61256
  - 16
    - Going off line. Is becoming a major problem. The most common error: "An unknow error has occured. Retry the acton. If the problem Persist....." The second. "The underlying connection was closed...." (This was made better for most users by having the asp time out bumped up 3x. for most users but not all.) I can't find any error in any logs anyplace.... Any ideas? (all these clients have access to online at is fast and responsive everytime outlook sync fails!) Tag: TAPI for CRM 3 Tag: 61255
  - 17
    - Workflow Email - Controlling the FROM email address I have a workflow created (v3) that sends an email at a certain date. CRM sends the email from the entity owner. I would like the email to be from a more generic email address (ie generalsupport@xxx.com). Is there a way to do this? It could be a constant for every email in the worklfow. There seem to be no controls on the FROM aspect of the email. Thanks Heather Tag: TAPI for CRM 3 Tag: 61254
  - 18
    - CRM should let me create custom fields in batch Hi, With MS CRM v3.0, when we have a group of fields to create, it would be faster to be able to enter the list and then submit the list for processing. Thank you. Felix. ---------------- 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=43b994da-809b-4c73-bd94-d66e528800c9&dg=microsoft.public.crm Tag: TAPI for CRM 3 Tag: 61250
  - 19
    - Visual changes of the forms? How do I change the way the form displays? Like a font change, or change ofhte default sizes of the text boxes? Tag: TAPI for CRM 3 Tag: 61247
  - 20
    - Display account code on contact form header Hi, On contact forms (and other objects related to an account) I want to show the value of the parent account number. I'm not sure about the syntax to find the value of the parent object using Javascript. Anyone else done this or could give me a pointer please. Regards PeteC. Tag: TAPI for CRM 3 Tag: 61243
  - 21
    - Error in CRM Upgrade - URGENT i have crm 1.2 installed. i did 6 columns addition to Account form. however i was trying to install CRM 3.0 today and during upgrade installation failed with following message. 11:39:53| Info| Microsoft CRM 3.0 Server Setup Failed. 11:39:53| Info| Microsoft CRM 3.0 Server Setup Setup did not complete successfully. ================================================== Action Microsoft.Crm.Setup.Server.InstallDatabaseAction failed. Exception has been thrown by the target of an invocation. The object 'DF_AccountBase_SecurityDescriptor' is dependent on column 'SecurityDescriptor'. ALTER TABLE DROP COLUMN SecurityDescriptor failed because one or more objects access this column. ================================================== please help in upgrade process, if there is any hidden or un documented things which i should take care before upgrade. Tag: TAPI for CRM 3 Tag: 61241
  - 22
    - Wizards not working (Add user, Add Computer, configure internet et Since installing and uninstalling CRM 3.0 on a sbs 2003 server with ISA2004, I am unable to run any of the wizards... They bring up the introduction page about what each wizard does, but then on clicking "Next" the wizard crashes out with "Instruction at "0x000b9098" referenced memory at "0x000b9098" The memory could not be "Written" ". Any ideas? Tag: TAPI for CRM 3 Tag: 61240
  - 23
    - Create private contacts accounts Within security I have global read on contacts. However I would like to make some contacts Business Unit only access. I know sharing can do this, but when managing over 4 million records, sharing becomes to cumbersome. I would like the ability to "Make Private" a contact or account or any object similarly to the Outlook function on 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=4fc29569-5d5b-4243-bb49-d7a23e53736a&dg=microsoft.public.crm Tag: TAPI for CRM 3 Tag: 61239
  - 24
    - Outlook Client Inbox folders I have installed several CRM 3.0 outlook clients (desktop) without an issue. They all were installed fresh and were not upgrades from 1.2. The exsisting email was an exchange account. When the client installed, it created a new folder tree called Microsoft CRM. The only folders below it were specific to CRM as I would expect. Now I go to install an outlook laptop client. The email account is a pop3 account. On when I install the client, it again adds a new folder tree called Microsoft CRM, but this time, it also includes mail account type folders (i.e. inbox, outbox, sent items, drafts, etc.) underneath it. Is this expected? Directing email to one or the other folder tree is easy, but my users will be very confused. I guess I need a little help knowing what the best practice is??? Tim Tag: TAPI for CRM 3 Tag: 61234
  - 25
    - Error when trying to get Activities and History of Account, smells like Bug I have two Accounts, that I get an error, every time I try to reach their activities and history! The error message comes like : 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. ActivityPointerWebService.RollupByObject [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.ActivityPointerWebService.RollupByObject(Guid rollupById, String rollupByName, RollupType rollupType, QueryBase queryExpression) +148 Microsoft.Crm.Application.SMWrappers.ActivityPointer.RollupByObject(Guid rollupById, String rollupByName, RollupType rollupType, QueryExpression activityQueryExpression) +45 Microsoft.Crm.Application.Platform.ActivityPointer.RollupByObject(CObjectName gridObjectName, RollupType rollupType, QueryExpression activityQueryExpression) +119 Microsoft.Crm.ApplicationQuery.ExecuteActivityAPI(String api) +233 Microsoft.Crm.ApplicationQuery.ExecuteAPI(String queryApi) +2726 Microsoft.Crm.ApplicationQuery.GetViewData() +91 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.GetDataXml(QueryBuilder qb) +189 Microsoft.Crm.Application.Controls.AppGridDataProvider.Execute() +156 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.Execute() +4 Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter output) +229 Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter output) +525 Microsoft.Crm.Application.Components.UI.DataGrid.RenderInnerHtml(HtmlTextWriter output) +471 Microsoft.Crm.Application.Components.UI.DataGrid.Render(HtmlTextWriter output) +125 Microsoft.Crm.Application.Controls.AppGrid.Render(HtmlTextWriter writer) +128 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 Microsoft.Crm.Application.Controls.AppAreaPage.Render(HtmlTextWriter output) +427 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Page.ProcessRequestMain() +1926 I had a Profiler running on the background the other day, and it seems that while rolling up, the system makes a temporary table, that stores all activities rolling up activities that belongs to contacts of account, too. But, here come the big BUT. When you have an activity like email, that you have in To: ContactA and in Regarding: AccountA (of ContactA) , then this Rollup fails, with a primary key violation on the temporary table. I suppose that when you Rollup Activities for the Account, the same activity regards the ContactA and the AccountA. Any Suggestions ? Any HotFix ? Or should I fix it the hard way (dig in the DB)? Regards Elias Tag: TAPI for CRM 3 Tag: 61233
- Next
  - 1
    - Case Billing Hello, I'm trying to work out how to bill for the time spent on a case. I can generate a report showing closed cases and the time spent, but I need to exclude them from future reports so the time isn't billed twiced. I noticed there is an "isbilled" field on the case (incident) record. How does this get set? Sorry if this is trival question but I'm new to CRM. Thanks, Darren Tag: TAPI for CRM 3 Tag: 61216
  - 2
    - Japanese Version of MSCRM Hi folks, I have a few questions regarding MSCRM3.0 for a client in Japan: 1. I have heard that the the Japanese version of MSCRM3.0 will be released in Japan in September 2007. It has already been released in the US. Is there a way a partner can buy it from the US for a client in Japan? 2. My second question is: On the same screen, the user needs to input data in English script on one field and Japanese script on another field? 3. My client's database is Oracle. Since Microsoft does not support Oracle, I can convince them to migrate to MS SQL Server. How should I go about this one time or miltiple migrations from Oracle to MS SQL Server? 4. Does MSCRM3.0 support Double byte data? (since they will be using the Japanese version) What are the pitfalls of this? In my opinion since everything is NVARCHAR, the database should be able to support double-byte characters. Has anyone encountered any issues with the same? Would appreciate your response. Thanks, Alice. Tag: TAPI for CRM 3 Tag: 61215
  - 3
    - Hosted CRM 3.0 Setup on All-In-One Server Hey Guys, I get the following error when attempting to install CRM 3.0 on an All-In-One server. This is in the "Hosted CRM deployment guide" on page 28 "Run CRM Stage 1 Setup". I removed the preinstall switch since this seemed to cause another error -2 and it goes further but still bombs out with the error below. This is only the bottom art of the log file. I could send the whole file if needed via mail. Could someone please let me know where the wheels are falling off. 10:21:55|Verbose| Method exit: Microsoft.Crm.Setup.Server.ServerSetup.Terminate 10:21:55| Info| === Managed setup logging stopped: 5/29/2006 10:21:55 === 10:21:56| Info| === Setup bootstrap logging started 5/29/2006 10:21:56 AM === 10:21:56| Info| Bootstrap version: 3.0.5300.0. 10:21:56| Info| User: Administrator. 10:21:56| Info| Managed Setup exited with code 0. 10:21:56| Info| === Setup bootstrap logging ended 5/29/2006 10:21:56 AM === Tag: TAPI for CRM 3 Tag: 61214
  - 4
    - Account in Contact - Laptop Client Hello, in my Outlook (laptop Client) are all CRM contacts. But the field "account" is not synchronized. How can I change this? greetings, Stefan Tag: TAPI for CRM 3 Tag: 61212
  - 5
    - CRM token Limit Hello, the CRM Token is limited (e.g. 0000 - 9999). What happends when I send a eMail after 9999??? greetings, Stefan Tag: TAPI for CRM 3 Tag: 61211
  - 6
    - emails in the CRM queue Hello, I had eMails in my queue in CRM. I thought, there are only activitys... Runs there something wrong? In which cases are eMails in the queue? How can I set a status? greetings, Stefan Tag: TAPI for CRM 3 Tag: 61210
  - 7
    - two copies of every email in crm3 Hi Whenever a user sends an email message from within a crm3 account as an activity, two instances of the original message subsequently appear in "history." how do i ensure that only 1 instance of an email is kept? many thanks in advance Tag: TAPI for CRM 3 Tag: 61209
  - 8
    - Cannot upload rdl report to CRM 3.0 with SQL Server 2005 Rep. Serv Although exisitng reports work fine with the SQL Server 2005 Reporting Services back-end, attempt to add new ones always fail on "an error occured while trying to add the report to microsoft crm" Rdl file has been generated by Visual Studio 2005 own data source. Accidentally, I tried to modfy existing reports with VS 2005. There are problems with Data Sources. As an example, Account Summary's DSAccntSmmryReport was transated with to: declare @sql as nvarchar(4000) set @sql = ' SELECT top 10 CAST(accountid as nvarchar(100)) as AccountID, name, '''' as None FROM (' + @CRM_FilteredAccount + ') as fa' exec(@sql) -------------- This is invalid syntax! Thanks for help ! Tag: TAPI for CRM 3 Tag: 61208
  - 9
    - Is Outlook CRM 3.0 PlugIn a joke or is it my failure??? Hi, after very bad experience with CRM 1.2 I thought I would give CRM 3.0 a second chance (and they will get a third one too). My first impression was: Why are the Icons in the tree not the same as they are in the webfrontend! Okay after this I started working. I thought that email tracking would be great for me. So I started to add my email (I write them in Outlook) to the Support Cases. They were automatically added to the history - great! I got the response (also added to the history) and answered. So from my part, I think I am done with this. But CRM still has a new activity in my queue - the answer from the customer! Why doesn't CRM recognize that I have answered the email and delete (or handle in other way) the activity in CRM? - Next thing is that my Outlook is slow after I installed the CRM Client. - I am not able to shutdown my computer if Outlook is still running! I hope that someone can help me with this. thx in advance Bjoern Tag: TAPI for CRM 3 Tag: 61202
  - 10
    - CRM 1.2 -> 3.0 Upgrade failure Hi, I am trying to get an install of CRM 1.2 upgraded to 3.0 but am running in to some issues when I try to. The installer fails with the following warnings and errors: Warning: The indexes on the Microsoft CRM database are not consistent with Microsoft CRM 1.2 indexes. Warning: Discrepancies were found in the read-only metadata. Error: Microsoft CRM 1.2 database export failed. The installer log files has the following line: 14:09:13| Error| Check ExportXmlValidator : Failure: Microsoft CRM 1.2 database export failed. We have previously been able to upgrade 1.2 to 3.0 successfully in our test environment. Our database has also had no customizations or 3rd party applications installed. We have tried installing over the top of the machine with 1.2 installed and also tried to install 3.0 on a fresh box pointing to the old 1.2 databases. The installer finds the databases fine but continues to fail with the above errors. Any ideas? Tag: TAPI for CRM 3 Tag: 61198
  - 11
    - Upgrade to 3.0 with named instance in SQL So, I've read SQL instances are not supported for 3.0.... Now I am faced with the challenge of moving my SQL databases to another SQL server using the default server and then moving them back after reinstalling SQL? Here is my setup: CRM Server has CRM 1.2 installed along with SQL DC is seperate from CRM server Does anyone know of any instructions on doing this? I've looked at the redeployment tools, but believe they are directing me to start with a seperate OU in AD?.? Thanks for the help. I would have thought the gurus at MS would have thought of this..... Thanks, James Tag: TAPI for CRM 3 Tag: 61195
  - 12
    - Sorting by more than one field... Hi I want to sort 'opportunities' in the 'all opportunities' view by more than one tab. I.e by Owner and by Account. At present I can only sort by one tab. Is it possible to sort by more than one as in Outlook? Thanks Tag: TAPI for CRM 3 Tag: 61194
  - 13
    - Web Discovery Service Hi, I'm having trouble setting up the Web Service on our CRM box. I have tried to work out the reason why, but cannot find it at I am able to find the web service @ http://<crmserver>/mscrmservices/2006/crmservice.asmx once I find it I change the Web Reference Name to: CrmSdk then Add Reference. Unable to cast COM object of type 'System.__ComObject' to interface type 'EnvDTE.IVsExtensibility'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{3C536122-57B1-46DE-AB34-ACC524140093}' failed due to the following error: No such interface supported (Exception from HRESULT: 0x80004002 (E_NOINTERFACE)). Any help would be greatly appreciated. Thanks Then I get a pop up title: Web Discovery Service Unable to download following files from: http://<crmserver>:5555/mscrmservices/2006/crmservice.asmx?wsdl Do you want to skip these files and continue? Obviosuly, if I accept I get just crmservice.disco crmservice.discomap Other things that may or may not be relevant are when clicking on the hyper links of the service ie. Create.. Update, in the 'Web services found at this URL:' I get the following message. Tag: TAPI for CRM 3 Tag: 61193
  - 14
    - Disabling a Tab via Jscript Hi, I have a few custom tabs which I would like to disable upon certain criteria. Is there any way of disabling an entire tab? I do know you can hide it, but it leaves a huge gap in the tab title when it's hidden. Any advise is greatly appreciated. Thanks. Tag: TAPI for CRM 3 Tag: 61192
  - 15
    - Creating appointments from workflow Any ideas on how to handle the issue of not being able to create appointment activities via workflow ? Is there a reason why Microsoft has decided not to include such a fundamental and basis feature in the workflow engine ? Any examples on how to bypass this issue ? Any third-party products ? Thanks Nicos Papaioannou Tag: TAPI for CRM 3 Tag: 61187
  - 16
    - How to create a filter to see sharing records Hi, With standard view you can see My_Active or All_Active records. You can't assign a record to a team... How I can see all records that other users share with me? Seems I can't find anything in the filter related to Sharing... Simple example: Each sales (user) has individual contacts but also there are common contacts among them that they would like to see, share and update. How I can filter contacts assigned to me and shared with me? Thanks, Eugene Tag: TAPI for CRM 3 Tag: 61186
  - 17
    - Opportunity salesstagecode vs. stepname Hi All, Iâ??m working with a sales process that sets the Opportunity.salesstagecode value to the appropriate sales stage as it progresses. This works fine until the sales reps manually step backward in the sales process. As you know, this backward step breaks the sales process automation. Therefore, the salesstagecode value is never again updated by the sales process, which breaks some reports that weâ??ve developed. My question has to do with the reason for the salesstagecode picklist in the first place. Iâ??m not sure I understand why it is there at all if the stepname attribute is the only one that is accurate (being updated by the change in sales stages regardless of the sales process automation). Iâ??m pretty sure that Iâ??m just missing a subtle difference in these fields. Is the Sales Stage picklist there for backwards compatibility? Is it there to allow organizations to elect to indicate sales stages by simply selecting a value instead of using the built in Sales Processes? Thanks J Tag: TAPI for CRM 3 Tag: 61185
  - 18
    - Booking appointments on behalf of others. Quite often I book appointments for others. When I do, CRM also books me in for the appointment as well, even if I change the ownership and assign the appointment to the proper user. The only way I havbe found to keep CRM from booking me into the appointment is to remove myself as organizer. I would like to be able to book appointments for others, and keep myself as the organizer without CRM booking my time as well. Is this possible? Tag: TAPI for CRM 3 Tag: 61184
  - 19
    - Reporting on Opportunities Hi all, Can someone please tell me how to properly link the following tables : OpportunityBase SystemUserBase BusinessUnitBase AccountBase ContactBAse The goal is to report all opportunities by account (regardless whether the opportunity is attached to a contact or account) My problem is that most people attach the opportunities to a contact and even though the contact is attached to an account I can't get the account name to display. For all opportunities that are attached to a contact the account name is <NULL>. Here is what I got: SELECT dbo.BusinessUnitBase.Name AS BusUnit, dbo.SystemUserBase.FullName AS RepName, dbo.AccountBase.Name AS AccountName, dbo.OpportunityBase.Name AS Opps FROM dbo.AccountBase RIGHT OUTER JOIN dbo.ContactBase ON dbo.AccountBase.AccountId = dbo.ContactBase.AccountId RIGHT OUTER JOIN dbo.BusinessUnitBase RIGHT OUTER JOIN dbo.SystemUserBase ON dbo.BusinessUnitBase.BusinessUnitId = dbo.SystemUserBase.BusinessUnitId RIGHT OUTER JOIN dbo.OpportunityBase ON dbo.SystemUserBase.SystemUserId = dbo.OpportunityBase.OwningUser ON dbo.ContactBase.ContactId = dbo.OpportunityBase.ContactId I am fairly new to CRM and so is the sales team so nobody truly understands how how the account/contact/opportunity structure works. Thanks in advance for your help. Tag: TAPI for CRM 3 Tag: 61183
  - 20
    - Printing or Emailing a Quotation to a Customer I have created Customers, Accounts, Price Lists, Product Catalog in CRM 3.0. I create and activate a Quotation. Now, how do I get this quotation to the customer? Does Microsoft CRM allow me to define standard quotation templates, and send them off to the customer? I have gone through the online documentation, and my CRM books, and I can't find any reference discussing how a customer gets the quote generated in Microsoft CRM. Surely there must be some way of automating the quotation layout & sending. Thanks, Andrew. Tag: TAPI for CRM 3 Tag: 61177
  - 21
    - status for custom entity I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ?? instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there is a way to set those statuses directly. I couldnâ??t find any. So I change them by modifying the exported XML file. It works but I still only have the â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the active and inactive states. Is it possible to customize the menu so that my entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe there is another way to solve this problem. Can anyone help me with this? Thank you very much! Tag: TAPI for CRM 3 Tag: 61176
  - 22
    - create a incident from a phonecall Hello I try to create a incident from a phonecall task. I need some data from de phonecall. (eg subject) but i have an error:Object reference not set to an instance of an object This is the code: phonecall llamada = new phonecall(); llamada.activityid = new Key(); llamada.activityid.Value = new Guid("{1C051B92-06EF-DA11-B02C-000D6155052C}"); string subject = llamada.subject.ToString(); how can i identify a phonecall and his data? thanks Tag: TAPI for CRM 3 Tag: 61172
  - 23
    - settings/rights required for report upload? Hi, i've just created my first report in the visual studio, using a tutorial. When i'm uploading the report the following hits the screen: An error occurred while trying to add the report to Microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator. I'm a system administrator role, the standard from the englisg CRM demo. (Thats what i'm using within virtual pc 2004 to test CRM report possibilities. (Restricted acces mode is OFF) Why do i get this error message, are there more settings i should adjust someplace? Does it have anything to do with the fact that i'm making reports on a demo CRM install (english standard demo server), where some components might be missing? thanks Kas Tag: TAPI for CRM 3 Tag: 61171
  - 24
    - array in a lookup field Hello, I need to select more than one contact from the lookup field, how can i do that? I think it is with an array but how can i do that? That only alows me to select one contact... -- Regards, Raquel Tag: TAPI for CRM 3 Tag: 61166
  - 25
    - VAT in CRM 3.0 for non-programmers Ok, I know this has been done to death over this newsgroup but no-one has come up with an answer that I can use yet. What I need is the functionality within CRM to calculate tax as a percentage instead of a numeric value. We only have two rates at the moment (17.5% and 0% - UK VAT rates) so it simply needs to be one or the other. The problem lies in me not being a programmer. I can blindly insert code that is given to me if I am told where to put it & don't mind putting in a bit of work to do this. Also, we are using the SBS CRM software that comes as part of the Microsoft Action Pack as we are not a hugely high-profit company and so we can't really afford to shell out large sums of cash to developers to contract out the work. :( Can anyone provide a solution that is simple to implement (even if it is long-winded) and not hugely expensive? Many thanks, RobC. Tag: TAPI for CRM 3 Tag: 61165

Hi

We have a TAPI compliant phone system, and i know we should be able to make
outgoing calls no problem (similar to making calls via Outlook contacts).
But what is needed to route CRM Incoming calls? Can CRM popup customer
information when an incoming call is being made to the CRM user?

Any information will be appreciated

Regards

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Re: TAPI for CRM 3 by John

John
Wed May 31 09:17:56 CDT 2006

You need an integration from your phone switch provider for Microsoft CRM.
Either that of you can write your own using the SDK.

In addition there are companies out there who can provide integrations for
multiple phone switches - www.genesyslabs.com

=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm

"Hush" <hushdontspamme@hotmail.com> wrote in message
news:uh1$0mLhGHA.3860@TK2MSFTNGP02.phx.gbl...
> Hi
>
> We have a TAPI compliant phone system, and i know we should be able to
> make outgoing calls no problem (similar to making calls via Outlook
> contacts). But what is needed to route CRM Incoming calls? Can CRM popup
> customer information when an incoming call is being made to the CRM user?
>
> Any information will be appreciated
>
>
> Regards
>
>
>

Top

Re: TAPI for CRM 3 by Andy

Andy
Wed May 31 18:22:31 CDT 2006

Yes, again, just posted this link, and the question is different -
answer might be the same.

<http://www.mscrm-addons.com/Default.aspx?tabid=85>

Andy

> Can CRM popup customer
> information when an incoming call is being made to the CRM user?
>
> Any information will be appreciated
>
>
> Regards

Top