Tasks synchronising with Outlook a/c

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Regarding field data disappears from CRM Task when copying to Cale I've created a workflow rule so that a TASK is created, whenever I've made an ORDER in CRM. In Outlook, I sometimes schedule or time register by copying tasks to the Outlook Calendar, thus converting them to an Appointment in the process. Hereby, the field "Regarding" (placed just right of "Track in CRM") which refers to the ORDER from which the TASK was created, is emptied, and I have to point to the order again manually. Does someone know of a method to solve this problem? Thanks Tag: Tasks synchronising with Outlook a/c Tag: 81496
  - 2
    - =?Utf-8?Q?Reports_error_-_The_property_=E2=80=98nu?= Hi all, When a user including CRM Administrator tries to access any report from reporting services they get the following error: "The property 'nullable' of report parameter 'CRM_Locale' is set to false. However, the corresponding parameter (default) value is null or contains an empty string. (rsProcessingError)" There are same posts for this problem. Did anybody get some solution?? -Imran Tag: Tasks synchronising with Outlook a/c Tag: 81489
  - 3
    - Sample user mapping with actual users Hi all, I have installed Microsoft CRM Server. I used the Sample Database Wizard to import users into CRM. Out of the 12 sample users, I mapped 5 users to my actual users from Active Directory. But when I see users from the Settings tab, there is only CRM Administrator user. There are neither the sample users nor my actual users. Can anybody give some idea about how I can view my mapped actual users? Thanks in advance, -Imran Tag: Tasks synchronising with Outlook a/c Tag: 81487
  - 4
    - Making attribute a checkbox How do you make an attribute a checkbox -- donn Tag: Tasks synchronising with Outlook a/c Tag: 81480
  - 5
    - 2 Installation problems with CRM 3 Hi There Im having some trouble installing CRM on at test env. Setup is: 1. AD1 on a win2k server 2. AD2 on a Win2k srv. (with exchange 2000) 3. Crmsrv on a Win2003 srv. (with SQL2005) Im getting an error message when i try to install the Exch. Email router. "Setup cannot connect to the Microsoft CRM server. This might indicate that the server is down. (The request failed with HTTP status 404: Not Found.)" And if i try to install the CRM program on the crm server i get this message : Setup was unable to install Microsoft CRM Server. Setup was unable to Create the Microsoft CRM databases. Failed to run script:Replication\p_DeleteSchedule.sql. HRESULT:80040E14. Unknown error. (80040E14) I am the admin on all 3 servers. What am i doing wrong ? Tag: Tasks synchronising with Outlook a/c Tag: 81478
  - 6
    - Sorting by DATETIME problem Hi, My company uses this expression for date. DD-MM-YYYY However, I want to sort by YYYY-MM-DD Could someone please tell me, if there is an easy solution to this? To further explain my problem, this is how it sorts now: 01-04-2007 01-04-2008 12-08-2007 23-04-2007 24-04-2007 It should sort like this: 01-04-2007 23-04-2007 24-04-2007 12-08-2007 01-04-2008 Thank you... Tag: Tasks synchronising with Outlook a/c Tag: 81474
  - 7
    - Making attribute which is a picklist a primary attribute/key I have an entity with one attribute and is a picklist, I want it to be a primary attribute but it does not give me that option, it shows only nvarchar from the drop down list -- donn Tag: Tasks synchronising with Outlook a/c Tag: 81472
  - 8
    - =?windows-1256?B?VXJnZW50IFBsZWFzZSDIw9PR2iDm3souLiDU0d/JINPa5s/tySDIzcfMySDF4ewgzsjt0SDjx+HtIN3tIEdQ?= x+HT4cfjINrh7d/jIObRzePJIMfh4eUg5sjR38fK5S4uCuTNysfMIMXh7CDOyO3RIOPH4e0g483K 0d0g3e0gyNHkx+PMIEdyZWF0IFBsYWlucyDm4c/t5SDH4d7P0ckg2uHsCsfTys7Rx8wgx+HK3sfR 7dEgx+Hjx+HtySDmx+HFz8fR7ckgx+Hj2OHmyMkg4+TlLi7m7d3W4SDD5CDt3+bkINrRyO0uLgoK CkFzc2FsYW0gQWx5a3VtCgpXZSBuZWVkIGEgZmluYW5jaWFsIGV4cGVydCAmIGEgcHJvZmZpc3Np b25hbCBpbiBHUC1keW5hbWljIHdobyBjYW4KaGVscCB1cyBpbiBleHRyYWN0aW5nIHJlcG9ydHMg ZnJvbSwgIGFzIG5lZWRlZC4uCkl0J3MgcHJlZmVycmVkIHRvIGJlIGFyYWJpYW4K Tag: Tasks synchronising with Outlook a/c Tag: 81463
  - 9
    - "Advance Find" Listing columns from other entities Hi, I would like to know how could i add some columns in Advance find, so that it can be listed. Like In the advance find of Contacts, I would like to list related products for the contacts in the result. Please let me know if this is possible in CRM 3.0 Tag: Tasks synchronising with Outlook a/c Tag: 81462
  - 10
    - Opportunity Close Entity Hi How can you update the picklist values against the Opportunity Close Entiy. By deafult it shows Lost - Status reson of either Canceled or Out-sold. How can you add additional picklist values so the results can be segmented more? Thanks Tag: Tasks synchronising with Outlook a/c Tag: 81460
  - 11
    - New Entity Primary Attribute Hi When you create a new entity by default it uses the new_name as the entity primary attribute. What we would like to be able to do is to use a different field to show when the new entity form is opened. For example if you open the opportunity form it shows the Topic field in the top left hand corner. However if you remove the new_name field from the new entity form when you open that form it shows New Entity: Unknown. Any ideas? Thanks Tag: Tasks synchronising with Outlook a/c Tag: 81459
  - 12
    - VPN for CRM Very Slow Hi sir, We are using CRM1.2 previously, but all VPN users complaints that our CRM too slow. So we migrate to CRM3.0, upgrade ISP to 4mbps, update CRM Server Dual Xeon CPU 3.0Ghz ~ 2GB RAM, update to 1GB Cable and Switch . But now, all VPN users still complaints CRM very slow. What can i do? I have surf information at Internet and change REGEDIT, Install hotfix and increase Cache Memory. But still same results. Please help !!!! Tag: Tasks synchronising with Outlook a/c Tag: 81456
  - 13
    - Migrate data from Legrand CRM Hi, Can anybody tell me which is the best way to migrate data in to MS CRM from Legrand CRM (the data is also available in excel sheet format). Are there any tools available for this? Can CDF migration tool be of any help in migrating Legrand CRM data? Thanks Tag: Tasks synchronising with Outlook a/c Tag: 81453
  - 14
    - Search emails for word "attachment" then check if there is one The most common Outlook user error is typing a message with an alleged attachment, then forgetting the attachment! The solution is for Outlook to word search for the word "attachment" in the body of the e-mail, cross check to see if there is an attachment, then create a pop-up "Did you mean to provide an attachment?" if there is a mismatch. ---------------- 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=7ccc8f5e-597a-4804-b3ea-283dbf0ea2ff&dg=microsoft.public.crm Tag: Tasks synchronising with Outlook a/c Tag: 81451
  - 15
    - CRM/MOSS 2007 Business Data Catalog Hello All, Does anyone happen to have a sample Application Definition file that can be used to pull data from CRM to MOSS 2007 via the Busineess Data Catalog? Thanks! Tag: Tasks synchronising with Outlook a/c Tag: 81450
  - 16
    - Price lists not in Workflow We only have one price list and want to set all quotes to use that price list automatically when they are created. We can't remove Price List from the form. But Price List if not available in the "update entity" in workflow. I didn't want to use on-load jscript (partly because I can do workflows, but don't know what I'd need in the jscript). Tag: Tasks synchronising with Outlook a/c Tag: 81449
  - 17
    - Workflow Doesn't work (services issues?) Tested my workflow in my VPC. Worked flawlessly. Re-wrote (not imported) workflow exactly in client's server. New Workflow doesn't work. I scratched around a little and found KB article 874392 (pertains to v1.2). According to my client's IT guy, the workflow was created with the same user account as the account used installed CRM. Hmm - is that possible? The server's Security Accounts Manager is logged in as local and the MSCRMWorkflowServices is logged in as NT Authority. Any ideas of how to get Workflow service working? Thanks. Tag: Tasks synchronising with Outlook a/c Tag: 81447
  - 18
    - CRM3 Email from web interface trouble I see a lot of posts regarding CRM3 and sending email from the webinterface similar to: When I try to trigger a new mail from CRM, it fails with the following error. Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------- Server was unable to process request. 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.Web.Services.Protocols.SoapException: Server was unable to process request. 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: [SoapException: Server was unable to process request.] =20 System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClien= =AD tMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1495 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +217 Microsoft.Crm.Platform.Proxy.EmailWebService.Send(Guid emailId, Boolean issueSend, String trackingToken) +132 Microsoft.Crm.Application.SMWrappers.Email.Send(String id, Boolean issueSend, String trackingToken) +93 Microsoft.Crm.Application.Platform.Email.Send() +83 Microsoft.Crm.Web.Activities.EmailDetailPage.Send(Object sender, DataEventArgs e) +83 =20 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 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) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +255 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 I found a seemingly unlikely solution in the MS article below. My description of the problem: CRM stores a semi-colon separated list of values for the tracking prefix. Every time you change it, it appends another value to the list (there is no way through the interface to clear these values out). If you ever save the tracking prefix as blank (done in Settings --> organization settings -->System settings, e-mail tracking tab) you will end up with this problem. You have to go into the database to update the prefix manually or contact MS for the hot-fix. Microsoft's description/solution: http://support.microsoft.com/kb/910242/en-us Tag: Tasks synchronising with Outlook a/c Tag: 81443
  - 19
    - CRM 3.0 bulk E-mail blasts Does anyone know if there is a way to pace CRM mail router when you you do a campaign to say 4,000 email addresses. We are about ready to do our first campaign I'm wondering if the Exchnage server (SBS 2003) will be able to handle the load or get bogged down. I have applied the patch to send the e-mail to the recipients automatically. I woul like to be able to set a number of e-mails to send (say 250), then pause for 5 minutes to get them out of the system, the send another 250 and so on. Tag: Tasks synchronising with Outlook a/c Tag: 81442
  - 20
    - bit attribute - api I've created a custom bit attribute and I need to get the possible values a user would be able to select from through the api. For example, for a radio button with the values "Yes" or "No". I need to get the values "Yes and No". The bit attribute can be a radio button or a check box. For a picklist, i can get the data i need by accessing the PicklistAttributeMetadata. Assitance would be appreciated. Thanks..Steve Tag: Tasks synchronising with Outlook a/c Tag: 81441
  - 21
    - Workflow Report/Rule for Leads Is there a way to generate a rule and report from the rule that will be sent to a specified user at a set time to give them the list of Leads that have changed and what the changes are. I have done this easily in MOSS 2007 but have found it quite challenging in CRM 3.0. Thanks in advance! Tag: Tasks synchronising with Outlook a/c Tag: 81440
  - 22
    - Add/New User Error (80070005) Hello! I'm trying to add a new user to our Microsoft CRM 3.0 with no luck. If I try to add via the web interface i just receive a "try again/cancel" error... or speak to your admin. no numbers or codes etc. If I try to add via Deployment Manager the error reads: "User 1 (test user) failed: (80070005) - SOAP Server Application Faulted" Domain/username is correct... Any ideas? Tag: Tasks synchronising with Outlook a/c Tag: 81439
  - 23
    - Sending emails through CRM currently using two CRM deployments (3.0). First CRM instance is routing through exchange - second CRM server is routing through the first CRM server to send outgoing emails and keeping getting error messages: "An error has occurred. For more information, contact your system administrator." Do both servers have to route directly to exchange seperately? Tag: Tasks synchronising with Outlook a/c Tag: 81438
  - 24
    - CRM Report erro on SQL server web Can anyone help out with this --tya Server Error in '/Reports' Application. -------------------------------------------------------------------------------- Compilation Error Description: An error occurred during the compilation of a resource required to service this request. Please review the following specific error details and modify your source code appropriately. Compiler Error Message: CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll' could not be found Source Error: [No relevant source lines] Source File: Line: 0 Show Detailed Compiler Output: c:\windows\system32\inetsrv> "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\csc.exe" /t:library /utf8output /R:"C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\42589e8f\0075380f_0fd1c501\ReportingServicesEmailDeliveryProvider.DLL" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\362b22ae\0042c2f7_f45fc601\Microsoft.ReportingServices.Interfaces.DLL" /R:"C:\WINDOWS\assembly\GAC_64\System.Data\2.0.0.0__b77a5c561934e089\System.Data.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\7e643baa\00cf9a11_0fd1c501\ReportingServicesFileShareDeliveryProvider.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Configuration\2.0.0.0__b03f5f7f11d50a3a\System.Configuration.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\81571f77\00fe352c_f55fc601\Microsoft.ReportingServices.Diagnostics.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Web.Mobile\2.0.0.0__b03f5f7f11d50a3a\System.Web.Mobile.dll" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Web.Services\2.0.0.0__b03f5f7f11d50a3a\System.Web.Services.dll" /R:"C:\WINDOWS\assembly\GAC_64\System.EnterpriseServices\2.0.0.0__b03f5f7f11d50a3a\System.EnterpriseServices.dll" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Drawing\2.0.0.0__b03f5f7f11d50a3a\System.Drawing.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\mscorlib.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\c052edd5\00c1730a_0fd1c501\ReportingServicesNativeClient.DLL" /R:"C:\WINDOWS\assembly\GAC_64\System.Web\2.0.0.0__b03f5f7f11d50a3a\System.Web.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\d1704867\00eea40b_0fd1c501\ReportingServicesCDOInterop.DLL" /R:"C:\WINDOWS\assembly\GAC_MSIL\System.Xml\2.0.0.0__b77a5c561934e089\System.Xml.dll" /R:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\assembly\dl3\28b5bf05\001a843a_f55fc601\ReportingServicesWebUserInterface.DLL" /out:"C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.dll" /debug- /optimize+ /w:4 /nowarn:1659;1699 "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.0.cs" "C:\WINDOWS\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files\reports\f8824233\c4330628\App_global.asax.sznddeff.1.cs" Microsoft (R) Visual C# 2005 Compiler version 8.00.50727.42 for Microsoft (R) Windows (R) 2005 Framework version 2.0.50727 Copyright (C) Microsoft Corporation 2001-2005. All rights reserved. error CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System\2.0.0.0__b77a5c561934e089\System.dll' could not be found error CS0006: Metadata file 'C:\WINDOWS\assembly\GAC_MSIL\System.Configuration\2.0.0.0__b03f5f7f11d50a3a\System.Configuration.dll' could not be found -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:2.0.50727.42; ASP.NET Version:2.0.50727.42 Tag: Tasks synchronising with Outlook a/c Tag: 81436
  - 25
    - Save & New Function for Contacts and Action Items Every time I select Save and New for either Contacts or Action on a laptop from Outlook, it generates an error. "Server Error in '/' Application. The underlying connection was closed: An unexpected error occurred on a send. 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.WebException: The underlying connection was closed: An unexpected error occurred on a send." This is not occurring on the desktop, only on the laptop. Anyone have a suggestion? Tag: Tasks synchronising with Outlook a/c Tag: 81435
- Next
  - 1
    - Microsoft Dynamics representation at the Microsoft BI Conference In case you've not heard, the first ever Microsoft Business Intelligence (BI) Conference is being held in Seattle, WA this week. My team posted a blog about the event including the Microsoft Dynamics representation. Hope you will be able to check it out! http://community.microsoftdynamicslive.com/blogs/msdyncommunityteam/archive/2007/04/27/microsoft-dynamics-presense-at-the-microsoft-business-intelligence-conference.aspx -- Liz Hallen Online Community Product Manager This posting is provided "AS IS" with no warranties and confers no rights. Tag: Tasks synchronising with Outlook a/c Tag: 81434
  - 2
    - FORM Calculated Field I am trying to attempt a simple percentage calculation to provide our sales team for the Opportunity Entity. I have 3 fields 1. estimatedvalue (Est. Revenue)- money 2. closeprobability (Probability) - int 3. dsi_weightedrevenue (Weighted Revenue) - int I need the following calculation to populate my Weighted Revenue (int) field as a percent estimatedvalue X closeprobability = dsi_weightedrevenue I have tried the following script adding it to the OnLoad event of the form being sure to select the "Event is enabled" check box there as well. But after publishing I get nothing but a blank "dsi_weightedrevenue" field, any help? ---- var value1 = crmForm.all.estimatedvalue.DataValue; var value2 = crmForm.all.closeprobability.DataValue; var result = value1 * value 2; crmForm.all.dsi_weightedrevenue.DataValue = result; ---- Tag: Tasks synchronising with Outlook a/c Tag: 81432
  - 3
    - Outlook CRM from workgroup After purchasing CRM 3.0 we were told that Outlook users need to be connected to the domain to use the CRM-addons. None of our Outlook users are connected to the domain (they are all in workgroups), and we do not want them to be a part of the domain either. And they do not want to use the web-client. Is there really no way to be authenticated through Outlook and use CRM functionality? Tag: Tasks synchronising with Outlook a/c Tag: 81431
  - 4
    - Report Deployment I've built a SQL Reporting Service report in SQL 2005, can this be deployed to a CRM Install running SQL 2000? Tag: Tasks synchronising with Outlook a/c Tag: 81427
  - 5
    - Offline Synchronization I'm hoping someone here can point me in the right direction on an issue that we are experiencing with the offline access to CRM. We discovered local data filters and set up some and were able to create new filters and go offline creating the offline database. Unfortunately, when we try to go back online we get an error. I looked up the error in Knowledgebase and it said something about the Snapshot Replication service not running. The Knowledgebase article was for CRM 1.2 so maybe there are different issues for 3.0. We do not have any replication services running for the CRM database at all. Should there be in order to synch back up and go online? Are there any specific scripts that we need to run to set up replication? Tag: Tasks synchronising with Outlook a/c Tag: 81426
  - 6
    - Deactivate a rule created by rule deployment wizard Hello, I am a begginer into CRM customization and I would truly appreciate your help with the following: I was experimending with rule deployment wizard and I created a rule that forwards every e-mail that arrives in a mailbox in the same mailbox. The result is that we receive every e-mail twice! I have tried everything I could imagine to deactivate this rule but I can't find it anywhere. Could you please help? regards Nikos Tag: Tasks synchronising with Outlook a/c Tag: 81422
  - 7
    - CrmDateTime Problem- time saved is not correct i'm trying to save the current date & time into a custom CrmDateTime filed iv'e created, via a post callout. the time that is being saved in the CRM, is not correct, (2 hours exceeding) - i.e: 06:00 PM instead of 04:00 PM. I tried all kind of date and time formatting and manipulating, but nothing works. my code: DateTime CurrentDate = DateTime.Now; myCase.new_assigneddate = new CrmDateTime(); myCase.new_assigneddate.Value = CurrentDate.ToString(); during my debugging, i've saved the CurrentDate.ToString() into a text filed in the CRM, and I saw that the string that was created was correct, and represented the actuall and correct current date & time. my server timezone is set to: GMT+3.00 (GMT + 2 + 1 Daylight Saving Time); Any ideas? I'm getting really frustrated... Tag: Tasks synchronising with Outlook a/c Tag: 81420
  - 8
    - CRM 3.0 Client doesn't show up in the Add/Remove Programs list Win I am trying to follow the procedure below, from the CRM Implementation manual chapter 21. However, I cannot do step 3, as every install I have done so far (offline & online) has not entered anything into Add\Remove programs. (The Windows admin said he sees the registry keys in place that disallow the ability to uninstall the app.) So is this documentation incorrect? Or, my actual question is: What is the recommended method for a complete and clean uninstall of the CRM Outlook client - both the online and offline versions ==== Excerpt from the manual ============ Uninstall the Microsoft CRM Client for Outlook Note The following procedure must be done while logged on to the client computer as the user who installed the Outlook client initially. 1. If you have been working offline, reconnect your computer to your network and go online. This will synchronize your offline data with the Microsoft CRM server. 2. On the Start menu, point to Settings, click Control Panel, and then double-click Add or Remove Programs. 3. Select Microsoft CRM Desktop (Laptop) client for Microsoft Office Outlook and click Change. 4. On the Microsoft CRM client for Microsoft Office Outlook Maintenance page, click Uninstall, and then click Next. 5. Delete the Microsoft CRM folder located at: <systemdrive>:\Program Files\Microsoft CRM 6. Delete the database folder (and files) located at: <systemdrive>:\Program Files\Microsoft SQL Server\MSSQL$CRM 7. Search for an MSCRM.pst file on the drive where the Outlook client was installed and, if it exists, delete it. Important Uninstalling the Microsoft CRM client for OutlookÂ® may require restarting the computer. If you have uninstalled the Microsoft CRM client for Outlook terminal services server, make sure you restart the computer at a time that will not affect other terminal service sessions. Tag: Tasks synchronising with Outlook a/c Tag: 81418
  - 9
    - MS Outlook BCM to CRM 3.0 I am unable to complete the migration from BCM to CRM 3.0. I have followed the directions from Data Migration Pack version 2 readme file dated May 2006. I did all the steps to query the database into crm. Where the migration fails is when I run the data migration program. It maps the users and territories with success and comes up with error in migration process. Here is the portion of activity log file. Any help would be greatly appreciated. 5/4/2007 8:20:39 AM------>Transitioning to next screen. From: ConfigurationSummary screen. To: ConfigureCRM screen. 5/4/2007 8:20:45 AM------>Initializing CDF database... 5/4/2007 8:21:00 AM------>Resolving Outlook with Business Contact Manager configuration IDs to Microsoft CRM 5/4/2007 8:21:00 AM------>Reading transactional data... 5/4/2007 8:21:01 AM------>Reading data from Outlook with Business Contact Manager entity: Account 5/4/2007 8:21:01 AM------>System.Data.SqlClient.SqlException: Cannot sort a row of size 8557, which is greater than the allowable maximum of 8094. at System.Data.SqlClient.SqlDataReader.Read() at System.Data.Common.DbDataAdapter.FillLoadDataRowChunk(SchemaMapping mapping, Int32 startRecord, Int32 maxRecords) at System.Data.Common.DbDataAdapter.FillFromReader(Object data, String srcTable, IDataReader dataReader, Int32 startRecord, Int32 maxRecords, DataColumn parentChapterColumn, Object parentChapterValue) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable, IDataReader dataReader, Int32 startRecord, Int32 maxRecords) at System.Data.Common.DbDataAdapter.FillFromCommand(Object data, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable) at Microsoft.Crm.Tools.BCMMigration.Components.BCMReader.ExecuteQuery(Request objectRequest) 5/4/2007 8:21:01 AM------>Application Terminated: Unable to read data from Outlook with Business Contact Manager. Tag: Tasks synchronising with Outlook a/c Tag: 81413
  - 10
    - Setting quotes as "activated" by default Could someone please tell me, if it is possible that Quotes are activated by default, so that you do not have to activate them manually yourself? Thanks, Tag: Tasks synchronising with Outlook a/c Tag: 81411
  - 11
    - Why do I get an resource scheduling conflict with an 'Any Site' ru Hello, I have set up a Selection Rule for one of my Services: Choose [1] from [Any site] from: User1 User2 User3... But when I try and schedule a service activity for SiteA for a user from SiteB, I get a resource scheduling conflict: "Service selection rules for the required resource User1 cannot be met". I do not get this message when the service activity Site is the same as the user's Site. But I need to be able to schedule any user from any site without the conflict error message. It's as if CRM is ignoring the [Any site] parameter and thinks I've set the selection rule as [Same site]. Any ideas? -- Neil Benson Increase - Hosted Microsoft CRM with Beyond Demand service www.increasecrm.co.uk Tag: Tasks synchronising with Outlook a/c Tag: 81407
  - 12
    - Report Bulider I am trying to create a report through Report Bulider. I connect to the data source and I click File and New but nothing happens. The help on the right has the following message: No report Builder models are available. To use Report Builder, at least one model must be published to the report server, and the appropriate permissions assigned to it. Please contact your administrator. Where do I create builder models and where do I publish them? Tag: Tasks synchronising with Outlook a/c Tag: 81405
  - 13
    - CRM Maintenance Plans Hello! I've recently experienced a crash which corrupted my msdb database, forcing me to rebuild the system databases. I lost the scheduled tasks that the CRM sets up on install. Does anyone know how to recreate these tasks? Thank you! Nolan Tag: Tasks synchronising with Outlook a/c Tag: 81403
  - 14
    - Installing Outlook 2003 client with Vista Hi People I am having trouble installing the Outlook CRM Client 3.0 on - Outlook 2003 and Vista platform Error - need to switch on Indexing Services (which not built-in Vista) I have turn on Windows Services already Cheers Andrew Tag: Tasks synchronising with Outlook a/c Tag: 81402
  - 15
    - Worflow sending to wrong Contact. I have a simple workflow rule that is set to send out an email to a contact when a new case is created. On the case there is a field called responsiblecontactid. I am noticing that the workflow is not sending the notification to the user specified in this field. Is it because the workflow is only referring the primary contact on the account record? If so, that's definitely a bummer. A case can be created on behalf of many contacts that are associated to a given account. Is there a workaround for this? Thanks! Tag: Tasks synchronising with Outlook a/c Tag: 81401
  - 16
    - Deploying CRM Outlook addin Hi all, We use CRM 3. All our client software is distributed using software deployments via specops for Group Policy. I am having trouble building an msi for the CRM Outlook addon. No matter what I do the install always asks the user for settings etc. Is there anyway to automate the install - preferably make it silent? Tag: Tasks synchronising with Outlook a/c Tag: 81400
  - 17
    - everything frozen! I really know very little about computers. I'll be checking e-mail and suddenly my cursor will move but not affect anything. Ctrl Alt Delete doesn't even work. I a;ways have to turn power off and start over which i'm sure is not good for the computer either. Why does it do this and would a ciber scrub help? Tag: Tasks synchronising with Outlook a/c Tag: 81398
  - 18
    - Did you read about that? you can take a look for this web sites http://www.theholyquran.org/ http://www.islamway.com/SF/quran/ http://www.geocities.com/islamone_l/index.htm http://www.imanway.com/vb/forumdisplay.php?f=3D90 or read this =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D What is Islam? ABOUT THE WORDS "ISLAM" AND "MUSLIM" The name of this religion is Islam, the root of which is S-L-M, which means peace. The word "Salam," derived from the same root, may also mean greeting one another with peace. One of the beautiful names of God is that He is Peace. But Islam means more than that: it means submission to the One God, and it means living in peace with the Creator -- peace within one's self, peace with other people, and peace with the environment. Thus, Islam is a total system of living. A Muslim is supposed to live in peace and harmony with all these segments. It follows that a Muslim is any person, anywhere in the world, whose obedience, allegiance, and loyalty are to God, the Lord of the Universe. IS "MUSLIM" THE SAME AS ARAB? The followers of Islam are called Muslims. Muslims are not to be confused with Arabs. Muslims may be Arabs, Turks, Persians, Indians, Pakistanis, Malaysians, Indonesians, Europeans, Africans, Americans, Chinese, or other nationalities. An Arab could be a Muslim, a Christian, a Jew or an atheist. Any person who adopts the Arabic language is called an Arab. The language of the Qur'an (the Holy Book of Islam) is Arabic. Muslims all over the world try to learn or improve their Arabic, so that they may be able to read the Qur'an and understand its meaning. They pray in the language of the Qur'an, Arabic. Islamic supplications to God could be (and are) delivered in any language. There are one billion Muslims in the world; there are about 200 million Arabs. Among those two hundred million Arabs, approximately ten percent are not Muslims. Thus Arab Muslims constitute only about twenty percent of the Muslim population of the world. - ALLAH THE ONE AND THE ONLY GOD "Allah" was the Arabic word for God long before the birth of Muhammad, peace be upon him. Muslims believe that Allah is the name of the One and Only God. He is the Creator of all human beings. He is the God for the Christians, the Jews, the Muslims, the Buddhists, the Hindus, the atheists, and all others. Muslims worship God, whose name is Allah. They put their trust in Him and they seek His help and His guidance. MUHAMMAD Muhammad was chosen by God to deliver His Message of Peace, namely Islam. He was born in 570 C.E. (Common Era) in Makkah, Arabia. He was entrusted with the Message of Islam when he was at the age of forty years. The revelation that he received is called the Qur'an, while the message is called Islam. Muhammad is the very last Prophet of God to mankind. He is the final Messenger of God. His message was and is still to the Christians, the Jews and the rest of mankind. He was sent to those religious people to inform them about the true mission of Jesus, Moses, Jacob, Isaac, and Abraham. Muhammad is considered to be the summation and the culmination of all the prophets and messengers that came before him. He purified the previous messages from adulteration and completed the Message of God for all humanity. He was entrusted with the power of explaining, interpreting and living the teaching of the Qur'an. ISLAM AND NON-MUSLIMS Muslims are required to respect all those who are faithful and God conscious people, namely those who received messages. Christians and Jews are called People of the Book. Muslims are asked to call upon the People of the Book for common terms, namely, to worship One God, and to work together for the solutions of the many problems in the society. Christians and Jews lived peacefully with Muslims throughout centuries in the Middle East and other Asian and African countries. The second Caliph, Umar, chose not to pray in the church in Jerusalem, so as not to give later Muslims an excuse to take it over. Christians entrusted the Muslims, and as such the key of the Church in Jerusalem is still in the hands of the Muslims. When Jews fled from Spain during the Inquisition, they were welcomed by the Muslims. They settled in the heart of the Islamic Caliphate. They enjoyed positions of power and authority. Throughout the Muslim world, churches, synagogues and missionary schools were built within the Muslim neighborhoods. These places were protected by Muslims during bad times and good, and have continued to receive this protection during the contemporary crises in the Middle East =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D What is the Qur'=E2n? The Qur'=E2n is the name given to Allah's speech that He revealed to His servant and Messenger Muhammad (peace be upon him); speech that is recited as an act of worship, is miraculous, and cannot be imitated by man. It is the name of Allah's Book, and no other book is called by this name. The connection between the Creator and his Creation is by way of His Messengers, and these Messengers only know what Allah wants from them by way of revelation, either directly or indirectly. The rational mind cannot dismiss the possibility of revelation, since nothing is difficult for the all-powerful Creator revelation is a communication between two beings: one that speaks, commands, and gives, and another who is addressed, commanded, and receives. Prophet Muhammad (peace be upon him) - as with every Prophet - never confused himself with the One who gave the revelation to him. As a human being, he felt his weakness before Allah, feared Allah's wrath if he should disobey, and hoped for Allah's mercy. Proves why it is impossible that Mohammad (Pbuh) wrote the Quran : 1=2E No matter how brilliant or insightful a person might be, there is no way that he could discuss the happenings of nations lost to antiquity, issues of belief and Divine Law, the rewards and punishments of Heaven and Hell, and future events, all in such great detail without any contradiction and with a most perfect style and literary form. The Prophet (peace be upon him) had never once read a book nor met with any historian 2=2E The Qur'=E2n makes to the disbelievers a stern challenge that they will never be able to produce a chapter similar to it. Such a challenge would never have come from the Messenger (peace be upon him) 3=2E The Qur'=E2n, in some places, sternly rebukes Muhammad (peace be upon him) where he acted upon his own judgment in something and did not decide on what is best. The Qur'=E2n clarified the truth and showed the error of the Prophet (peace be upon him). 4=2E Many verses of the Qur'=E2n begin with the imperative verb "Say!" As a matter of fact, this occurs more than three hundred times, addressing Muhammad (peace be upon him) and directing him with respect to what he should say. He, thus, did not follow his own desires; he followed only what was revealed to him. 5=2E Complete harmony exists between what the Qur'=E2n says regarding the physical world and what has been discovered by modern science. This has been a source of amazement for a number of contemporary western researchers. =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D= =3D=3D Who was Muhammad? Muhammad (peace be upon him) was born in Makkah in the year 570, during the period of history Europeans called the Middle Ages. Muhammad was the son of Aamenah and Abdullah, from the tribe of Quraysh. He was a direct descendant of Ishmael, the eldest son of prophet Abraham. Muhammad's father died just before he was born, and his mother passed away when he was six. He was raised by this grandfather, the chief of Makkah; and upon his grandfather's death, Muhammad came under the care of his uncle, Abu Talib. Muhammad was a shepherd in his youth. As he grew up, he became known for his truthfulness, generosity, and sincerity; earning the title of al Amin, the trustworthy one. Muhammad was frequently called upon to arbitrate disputes and counsel his fellow Makkans. At age 25, Muhammad married Khadijah, an honorable and successful businesswoman. They were blessed with two sons and four daughters. It was an ideal marriage and they lived a happy family life. Muhammad was of a contemplative nature and had long detested the decadence and cruelty of his society. It became his habit to meditate from time to time in the cave of Hira' near the summit of Jabal an- Nur, the "Mountain of Light" on the outskirts of Makkah. How did Muhammad become a Messenger of God? At the age of 40, while engaged in a meditative retreat, Muhammad received his first revelation from God through the Archangel Gabriel. This revelation, which continued for twenty three years, is known as the Qur'an Muhammad began to share the revelations he received from God with the people of Makkah. They were idol worshippers, and rejected Muhammad's call to worship only One God. They opposed Muhammad and his small group of followers in every way. These early Muslims suffered bitter persecution. In 622, God gave the Muslim community the command to emigrate. This event, the hijrah or migration, in which they left Makkah for the city of Madinah, some 260 miles to the North, marks the beginning of the Muslim calendar. Madinah provided Muhammad and the Muslims a safe and nurturing haven in which the Muslim community grew. After several years, the Prophet and his followers returned to Makkah and forgave their enemies. Then, turning their attention to the Ka'bah (the sanctuary that Abraham built), they removed the idols and rededicated it to the worship of the One God. Before the Prophet died at the age of 63, most of the people of Arabia had embraced his message. In less than a century, Islam had spread to Spain in the west, as far east as China. Tag: Tasks synchronising with Outlook a/c Tag: 81396
  - 19
    - CRM Outlook Add In question - Hi all. I have installed Outlook Add-in for CRM. The scenario i want to run is that when i get an eMail from a customer that i decide to turn into a CASE, i simply click on a button that will turn it into a CASE in CRM. No matter what i do, i cant find the way to do it. So for now, i am creating a NEW CASE manually inside the CRM, and then go back to Outlook, open the relevant mail, click on "View in CRM" and then assign it in the "Look Up Records" window that pops up. with this i also have a problem. actually i have two. maybe one of you can help me: (1)The default of this window is to be opened in "Acount" mode in the "Look For" field. i would like to default it to pop up in "CASE" as default. (2)In the list of the CASES, unfortunatly, ALL CASE's are poping up and i want to see only the CLOSED ones. is this possible? Thanks for looking into it....!!! Gabi. Tag: Tasks synchronising with Outlook a/c Tag: 81395
  - 20
    - Report Header default parameter How can I modified the default parameters that appear in the Report Header Viewer? For example, How do I change the Minimum days negleted (the default is 7) from the Negleted Cases Reports? I can see these parameters from the "View Source" but can't change them there. And I don't see them from the SQL Reporting Service when I Download the RDL file. Any Idea will be blessed. -- Sheli Almog Dynamics Israel Tag: Tasks synchronising with Outlook a/c Tag: 81393
  - 21
    - CRM Offline Client Installer Error Am trying to install CRM Offline Client onto Outlook 2007 in Vista. I am getting the following error; Error| An error occurred during the installation of assembly 'Microsoft.Crm.Entities,fileVersion="3.0.5300.1361",version="3.0.5300.0000",culture="neutral",publicKeyToken="31BF3856AD364E35"'. The signature or catalog could not be verified or is not valid. Then after clicking 'ok', the setup continues for a second, then fails with this error; Action Microsoft.Crm.Setup.Client.InstallClientAction failed. Below is the lat part of the install log, from the start of the errors (exluding the first error which has no more information than the promot did) 16:06:32| Error| System.Exception: Action Microsoft.Crm.Setup.Client.InstallClientAction failed. ---> System.ComponentModel.Win32Exception: Fatal error during installation at Microsoft.Crm.Setup.Common.Utility.MsiUtility.InstallProduct(String packagePath, String commandLine) at Microsoft.Crm.Setup.Client.InstallClientAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace ---, Error, RetryCancel, Option1 16:06:34| Info| InputResult: Cancel 16:06:34| Error| HResult=80004005 Install exception.System.Exception: Action Microsoft.Crm.Setup.Client.InstallClientAction failed. ---> System.ComponentModel.Win32Exception: Fatal error during installation at Microsoft.Crm.Setup.Common.Utility.MsiUtility.InstallProduct(String packagePath, String commandLine) at Microsoft.Crm.Setup.Client.InstallClientAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Client.ClientSetup.Install(IDictionary data) at Microsoft.Crm.Setup.Client.ClientSetup.Run() 16:06:34| Info| Microsoft CRM Desktop Client for Microsoft Office Outlook Failed. 16:06:34| Info| Microsoft CRM Desktop Client for Microsoft Office Outlook Setup did not complete successfully. Action Microsoft.Crm.Setup.Client.InstallClientAction failed. Fatal error during installation Tag: Tasks synchronising with Outlook a/c Tag: 81389
  - 22
    - CRM Repair tool We are getting authentication errors on every user. We are also getting an error that indicates the CRM server is unavailable when trying to run the Workflow Manager or Workflow Monitor. This happened after a reboot but no updates were installed. Before this happened I was unable to run my Workflow Manager unless I switched to IIS isolation mode which was strange but it worked. Now I can't do anything. If I use the repair tool will this wipe out all my customizations? I have a lot of workflows I have built along with several customized forms. -- Maxxsir Tag: Tasks synchronising with Outlook a/c Tag: 81388
  - 23
    - CRM Numeric Fields change to General when exported out to Excel Hello, I have exported to Excel a set of Invoice Records (Invoices This Month) When I open the Excel file, I notice that the Number type fields in CRM have now been changed to the General type field. Is there a way to fix this? Tag: Tasks synchronising with Outlook a/c Tag: 81383
  - 24
    - report services internal error CRM clent (Oitlook and IE) is presenting this error when user try to run report: "An internal error occurred on the report server. See the error log for more details. (rsInternalError) Object reference not set to an instance of an object." Users can see report list and edit filter. They are getting this error when they actualy run the RS. The same error occured when user want's to access RS directly through http://server03/ReportServer. On the other hand as Administrator (domen) I can access and run reports. Every user belong to Domen\ReportingGroup and reports are correctly published. I did reinstall RS and it didn't help. Any suggestions. Tag: Tasks synchronising with Outlook a/c Tag: 81379
  - 25
    - Import Problem When I try to import my data (in TXT format) I get CRM to map all the fields, then it asks me to assign links for data such as yes/no or true/false, but I don't have any bit fields, and the link page is blank. Of course when I try to continue I get "Invalid Argument" and then I can no longer continue the import process. Very frustrating considering that I can't save the mappings and have to do it over each time. Anyone have any clue on what I can do with this? Thanks! Tag: Tasks synchronising with Outlook a/c Tag: 81376

Hi,

When a new Activity has been created in the CRM ie a task, should it not
appear in the Tasks of the outlook a/c as well? And vice versa?

Or does the Outlook Client need to be installed in order for this to happen?

Regards

Steve

Top

Re: Tasks synchronising with Outlook a/c by Benjamin

Benjamin
Tue May 08 11:07:01 CDT 2007

Hi Steve,

When you create a task in CRM, you can sync the task item into your Outlook
task.

When you create a task in Outlook, you need to install the Microsoft CRM for
Outlook client so that you can track your Outlook item into Microsoft CRM.

"Steven Cheng" <Steven Cheng@discussions.microsoft.com> wrote in message
news:85F05733-4B13-4525-9B3A-CEFA0A78F720@microsoft.com...
> Hi,
>
> When a new Activity has been created in the CRM ie a task, should it not
> appear in the Tasks of the outlook a/c as well? And vice versa?
>
> Or does the Outlook Client need to be installed in order for this to
> happen?
>
> Regards
>
> Steve

Top

Re: Tasks synchronising with Outlook a/c by StevenCheng

StevenCheng
Wed May 09 02:48:00 CDT 2007

Hi Benjamin,

Many thanks for your response.

Just to confirm your answer:

If I do not install the CRM Outlook Client software, any tasks created in
the CRM via the web interface should should show up in Outlook for the user
the task is assigned to.

Thanks

Steve

"Benjamin Fallar III" wrote:

> Hi Steve,
>
> When you create a task in CRM, you can sync the task item into your Outlook
> task.
>
> When you create a task in Outlook, you need to install the Microsoft CRM for
> Outlook client so that you can track your Outlook item into Microsoft CRM.
>
> "Steven Cheng" <Steven Cheng@discussions.microsoft.com> wrote in message
> news:85F05733-4B13-4525-9B3A-CEFA0A78F720@microsoft.com...
> > Hi,
> >
> > When a new Activity has been created in the CRM ie a task, should it not
> > appear in the Tasks of the outlook a/c as well? And vice versa?
> >
> > Or does the Outlook Client need to be installed in order for this to
> > happen?
> >
> > Regards
> >
> > Steve
>

Top