Unable to Sort Relationship Views after DST Patch CRM 3.0

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- Previous
  - 1
    - Rich text email tracking problem Hi! I have a problem with email tracking. When the incoming email is in rich text format and there is an image in this email. The tracked email activity in CRM simply discards this image (sometimes the image is saved as attachement.bin that could not be opened later on). It is important for us to keep everything in the email tracked in CRM. Is there anyone knows a workaround to this problem? Thanks a lot! Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78239
  - 2
    - I need a CRM guru to fix a problem - payment by Paypal available One of my colleagues is having a problem with Outlook and CRM being slow and shutting down. If anyone thinks they can fix the problem and are willing to use gotomeeting.com or something similar to remote control the persons computer and fix the problem I will pay $100/hr. If you can fix it in 5 mins, you still get paid for the full hour. Send me an email to mforman aaaat expertchoice.com Thanks. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78238
  - 3
    - Error when converting Campaign response to Lead Hi All, When I try to convert a campaign response to a Lead using "Convert Campaign Response" button, I get "Platform XML Error Microsoft CRM : a parsing error was encountered in XML" Any insights on this error? Cheers, Venkatesh Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78230
  - 4
    - notes tab JScript customization Hi community, I often miss some important information while using the CRM so I recently developed a ready to use client side script (JScript) which draws my attention to existing notes. If there are any notes attached to the current entity the notes tab will be highlighted and the amount of notes is shown within the tab description. You can download the customization for free at: http://www.netzhaus.ag/Default.aspx?tabid=134 Hope this will be useful and maybe its functionality will be implemented in the next version, Thomas Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78228
  - 5
    - KB925874 Error extracting Setup.exe in Vista Using Outlook 2007, ran client KB935874 got "Extraction Failed -- The requested action requires elevation." A dialog box show setup.exe almost completely extracted into a temp directory. Client update worked fine on WinXP with Outlook 2007. Tom Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78225
  - 6
    - MSCRM and Asterisk Anyone has worked with creating connector to Asterisk like MSCRM Connector from AVAYA? Can anyone help where I can get API documentation of Asterisk for my custom plugin using .NET? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78224
  - 7
    - Problem with the Report Data I have created one Report using SRS and i am getting correct data from the query in the preview in Visual Studio .NET, but when i am trying to run the report after deploying it in MS CRM 3.0 no data is coming in the report. Any suggestions? Thanks. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78222
  - 8
    - Multiple staff assigned to an account We are using a 90-day demo to see if CRM 3.0 will fit our business model. One area that appears to be of concern is that CRM doesn't seem to easily allow multiple staff to be assigned to an account. Typically we will assign 4-6 people to an account in various roles. In essence, all of these people "own" an account in their particular role. Also, the mix of staff varies on each account, so it isn't the same team of people each time on a different client relationship. The only workaround I've been able to find is to create internal contacts for each staff person and assign it with an internal role, but it seems like that will ultimately lead us to a dead end. Does anyone have any thoughts? -Scott Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78216
  - 9
    - Account - show products purchased I would like to have a Products link on the Accounts form. This would show me the products that the customer has purchased. It would be a listing of all products from the Orders. Is there any way to do this? Thanks, -Rick M. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78215
  - 10
    - Orders "Override pricing" wont let me enter 0.00 Orders "Override pricing" wont let me enter 0.00 - How can I do this? -- Darryl - dh@mtccrm.com -www.mtccrm.com - Only Microsoft CRM Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78213
  - 11
    - Prompted for username and password AFTER I am already Loged in I am sometimes prompted for username and password when opening an new entity record AFTER I am already Loged in - why is this and how can I solve it? -- Darryl - dh@mtccrm.com -www.mtccrm.com - Only Microsoft CRM Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78212
  - 12
    - Rename "Existing Products" in the NAV Folderlist in the Quote Form Is it possible to Rename "Existing Products" in the NAV Folderlist in the Quote Form within te parameters of the SDK? -- Darryl - dh@mtccrm.com -www.mtccrm.com - Only Microsoft CRM Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78211
  - 13
    - best approach for exporting millions of records to CRM? I need to export 8,000,000 (millions) account's records to the CRM. what is the best approach doing it ? obviously, writing my own application, that will call the CRM api (crmservice) for inserting the Data, is unsuitable, because it will take months to transfer such amount of data... and I'm not sure the DMF is suitable either... any suggestions? or existing tools? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78206
  - 14
    - Problem with CRM implemenation? I recently installed my first CRM SBE and I'm wondering if I've messed up slightly and hopefully someone here will be able to offer some advice. I need to add some product lines in order to generate contracts/quotes for clients but when I enter Products there is no ability there to add a new product. So I scanned around and I believe I need to create a price list first but I'm not sure how that should be done. I've checked within Settings > Settings but there is nothing there for Price Lists. I cannot remember exactly but I believe when running the wizard I may have been asked if I had any products and if I was asked this I could have said no (I actually deal in managed services so not a physlical product as such). Can anyone tell me if I have missed something out and indeed if I have how I could possibly rectify it. Thanx for any advise you can offer. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78199
  - 15
    - Owner's Manager JScript I'd like to display Owner's Manager on the Sales Order. Everytime, either the form loads OR owner changes, I'd like to display the manager for that owner. Anyone can help me OR point in a right direction OR provide some sample code, that would be great. Thanks, VJ Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78198
  - 16
    - Integration with Microsoft Dynamics 3.0 with Lotus Notes ??? This is a multi-part message in MIME format. ------=_NextPart_000_026F_01C76238.B97C2500 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hello, We use Lotus Notes 6.5 as our mail program and its running out of a = Lotus domino server. We are now planning to have our sales team use = Microsoft Dynamics CRM 3.0.=20 Would you be able to through some light on this? --=20 Regards, Dave Banerjee Handphone: +1 916 705 1294 | email: IfThenElseEndIf@GMail.com ------=_NextPart_000_026F_01C76238.B97C2500 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type = content=3Dtext/html;charset=3Diso-8859-1> <STYLE></STYLE> <META content=3D"MSHTML 6.00.6000.16414" name=3DGENERATOR></HEAD> <BODY id=3DMailContainerBody=20 style=3D"PADDING-RIGHT: 10px; PADDING-LEFT: 10px; FONT-SIZE: 10pt; = COLOR: #000000; PADDING-TOP: 15px; FONT-FAMILY: Trebuchet MS"=20 bgColor=3D#ffffff leftMargin=3D0 topMargin=3D0 CanvasTabStop=3D"true" = acc_role=3D"text"=20 name=3D"Compose message area"> <DIV>Hello,</DIV> <DIV> </DIV> <DIV>We use Lotus Notes 6.5 as our mail program and its running out of a = Lotus=20 domino server. We are now planning to have our sales team use Microsoft = Dynamics=20 CRM 3.0. </DIV> <DIV>Would you be able to through some light on this?</DIV> <DIV><BR>-- <BR>Regards,</DIV> <DIV> </DIV> <DIV>Dave Banerjee<BR>Handphone: +1 916 705 1294 | email: <A=20 title=3Dmailto:IfThenElseEndIf@GMail.com=20 href=3D"mailto:IfThenElseEndIf@GMail.com">IfThenElseEndIf@GMail.com</A>=20 </DIV></BODY></HTML> ------=_NextPart_000_026F_01C76238.B97C2500-- Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78197
  - 17
    - winmail.dat attachments for CRM-tracked emails Hello, our users are experiencing an issue with CRM-tracked emails from Outlook when the email is sent to Lotus Notes recipients: Email created in Outlook 2003 on Windows XPSP2 with CRM 3.0 desktop or laptop client installed (CRM server running Windows Server 2003SP1, SQL Server 2005SP1) Email has an attachment (usually a PDF file) Email is tracked in CRM using 'Track in CRM' button on new message in Outlook Outlook is using a POP3 mailbox, not Exchange Server Recipient is not using Outlook, usually Lotus Notes Attachment is called winmail.dat and the sender's attachment is gone Repeat without tracking in CRM and attachment arrives intact I've tried searching the newsgroups and blogs, but can't find any mention of anyone who has solved this issue (although one other person experienced it in Aug 2006). Any ideas? -- Neil Benson Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78188
  - 18
    - is this a bug i will tell this as calmy as i can be you have a campaign and you have campaign activities in it, one of the campaign activities is filled with phone calls(thousands) because you can not divide and distribute all phone calls created from a campaing activity equally to customer representatives. (which is a painfull thing, when not all accounts have owners because you imported those acounts) you assign all to yourself as a administrator and then assign all these activities to a queue. simple right everything is ok. csr people goes to the queue accepts some and works for months calling and completing phoncalls, but if mistakenly you also have assigned the Campaing Activity entity itself to the queue, and an customer representative accepts it, guess what!!! months of reporting is gone, all the activities, open ones and even the completed ones(you cannot change the owner of a completed activity by design) owners change to that person, accepting it i have also tried it like, i have a campaign activity and i assign it to an another manager because he is in charge from now on, guess what again!! owners of the activities changes, no matter who have closed them so who has called how many companies?, who has got what we need from those specific picklist? all gone. now i am turning back from a backup, and dont know what to do really, i must get all those activities owners back, and maybe with an unsupported way change the owner ids from sql, and dont know if it can be done also for completed ones. people loved ms crm here and this what happened made everyone so angry just in case, for your information. thank you. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78186
  - 19
    - Only service module exists I just install a MS CRM pro edition 3.0 on a separate server. and there is only one user(domain administrator) in the domain. When i login CRM with the user, it only have Service module exists, but when in the user profile it seems the admin can access every module. What's the problem? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78184
  - 20
    - Exporting Customizations to another Server/Language Hi NG, we are having a multi-server installation with 3 different languages [german, hungarian and english] and finished customization including custom entities an one machine. What is best practice to save time in creating the same entities and relationships on another server that uses a different language of crm 3.0, so that we just have to translate the display names? ---------------------------- mfg / best regards, Mario Raunig Business Consultant world-direct eBusiness Solutions GmbH a Telekom Austria company mail: mario.raunig[AT]world-direct.at www: http://www.world-direct.at https://www.xing.com/hp/Mario_Raunig/ Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78182
  - 21
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  - 22
    - Expired activities How can I create a customized view of expired activities? I need some kind of view like "Activities which expire today". What can I do? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78171
  - 23
    - CRM Desktop Shortcut I am looking for a way to make a desktop shortcut to launch the web version of CRM 3.0. I can make a shortcut to the url "http://server:5555" but it opens a tab in my current IE7 browser, then pops up a new window, then a popup asking if its alright to close the tab... its pretty stupid. There must be a way to create a shortcut to right away goto the frameless popup window CRM launches? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78161
  - 24
    - DST client update causing huge lag time in outlook2k3 I am the CRM Admin with 36 active clients who work remotely. We use CRM 3 SP1 Ver. 3.0.5300 w/ hot fix KB931270 and KB925874(DST) installed on both the client and Server. I run the offline version w/ sql 2005 express ver on my desktop. After the DST update was installed on my local desktop client My outlook would hang for from 30 seconds to 2 minutes trying to synch up with exchange. I recieve an error report from outlook saying that there are communication problems with exchange. The rest of the guys on the IT team check the Exc2k3 server and it is working flawlessly. I also have one user who is testing the DST update and the laptop is hanging for nearly 5 minutes when workin wireless in the office. As soon as I give him a hard connection the synch take 1-2 minutes to sync with Exchange. This always happenes when Outlook is tryign to send/recive data from the Exchange server. Before the update everything worked great and only took about 1-2 seconds to sync with exchange. Any idea's??? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78157
  - 25
    - How do I create the correct size/type custom icon for custom entit Can any one tell me what exactly do I need to do to create a custom entity icon. I know how to upload the file but how do I create the file in the first place. I have done this using Paint but it always appears as truncated or clipped around the side or far too small. Thanks for your help Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78155
- Next
  - 1
    - Activate Quote Button Does anyone know how to call the code that "activates" Quotes in JScript? I'd like to put said JScript in a simple Button on the Quote form via the isv.config file. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78151
  - 2
    - Adding contact name to activity view The activity screen in 3.0 shows regarding, but if the activity is regarding an order or quote we would like to see the person and company the order is for also. The view editor does not include these fields on the option menu. Is there a way to get them to show up? I have written a SQL query to give me the full list of activities, with subject, regarding name, contact name, account name, etc. I don't know how to get those fields onto the menu. Another method might be to edit the form to bind the grid to my query in place of the standard one. Is there a way to do any of these? I tried adding the contact and account names on the end of the activity subject. Sales didn't like it. These things can never be easy. Any guidence or direction you can provide will be appreciated. Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78148
  - 3
    - Error applying 3.0 Update Rollup 1 - CRM3.0-KB922815-v3-Client-ENU.exe When I run it on a client, I receive the error box titled: "Microsoft CRM Update Installation Error", and a dialog box that says, "Setup has encountered an unknown error. The installation of this update has been stopped. Contact Customer Support Services." Has anyone seen this error? Any suggestions? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78147
  - 4
    - Outlook Client install problem Client did the following: 1. Accidentally tried installing the "full" Outlook client on a desktop. Somehow the install failed. 2. Did a correct install of the "light" client. But received the "can not connect to CRM" error when opening Outlook. 3. Uninstalled and tried to reinstall the Outlook desktop client and received this error: "Action Microsoft.Crm.Setup.Common.Analyzer+CollectAction failed. Fatal error during installation" We can not get it past this error. Any help on this would be appreciated. Thanks, -Rick M Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78142
  - 5
    - cannot enable CRM Hosting Settings in MPS Sample CP Hi all, I have deployed the HMC v3.5 with consolidated server platform, it worked fine. Then I plan to deploy the CRM hosting ,so I got the CRM SPLA version disc from MS, and start deployment follow the guide setp-by-step. It's very smoothly at the beginning, but I got the error when I try to enable the CRM Hosting Settings for the organization "Adventureworks". ------------------------------------------------------------------------------------------------------------------------ ? Procedure CRM.91: To enable the Adventure Works customer organization for Hosted CRM ...... 8. In the Mailbox UPN field, type the CRM System mailbox name: adventureworks@crmmail.consolidatedmessenger.com. 9. In the Mailbox SMTP Domain field, type crmmail.consolidatedmessenger.com. 10. Click Submit. ------------------------------------------------------------------------------------------------------------------------ After click the submit button, I got some error msg: Unable to open object 'LDAP://ad01.fabrikam.com/CN=adventureworks@crmmail.consolidatedmessenger.com,OU=CRMMail, OU=Consolidatedmessenger,OU=Hosting,DC=Fabrikam,DC=Com'./There is no such object on the server./ADsGetObject/GetProperties BTW: I installed CRM on a server named CRMAPP01 , and installed SQL2000 SP4 on a server named CRMSQL01 , and installed E-mail Router on the BE01 (Back-End Exchange server in HMC 3.5 ) Any Ideas? Thanks, PowerK6 Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78138
  - 6
    - How to deploy CRM on an Exchange 2007 Environment? Hi, I understand the Router can't be installed on an Exchange 2007 server because of the 64 bit, so I need to keep my exchange 2003 server... My organization is upgrading Exchange 2003 to Exchange 2007 and we are willing to keep both servers, but what configurations need to be made? If all the mail boxes are in Exchange 2007, when would the exchange 2003 receive the CRM mails? Thanks, Irene Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78137
  - 7
    - KB925874 Cannot apply We cannot apply KB925874 to our CRM 3.0 it keeps erroring out. It always says that "application has generated an exception that could not be handled". We tried OLEDBTimeout registry entry but that did not work either. any suggestions? Eric Sabo sabo_e@cup.edu Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78135
  - 8
    - Rollup1 Error Msg in OL Client I successfully ran the update rollup on the server. On my outlook client I had already run the outlook 2007 compatibility module prior to installing the rollup. Now when I try to install the rollup on my outlook client I get an error message that says "set up could not find Microsoft CRM 3.0 client for Microsoft office outlook or you have a mismatch between the update language and Microsoft CRM language". Any thoughts on what could be causing this. Thanks, Lloyd Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78134
  - 9
    - User Rights / Permissions Hi All We have a call out that based on business logic closes the appointment as completed, now this works fine for the admin user but when we use one of our sales users the call out throws an error saying user does not have the rights / permissions. Can anyone tell me which user permission controls the ability to close down an appointment as eith cancelled or completed. Our other option is to force the call out to user a different user with different permission, but I'd like to get this resolved Cheers Aly ! -- Alistair 2B.net http://www.crmdeployment.co.uk Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78131
  - 10
    - Customer (non-domain user) web interface? Hi all I'm testing CRM3.0 (Small Business Edition) as a possible helpdesk solution and it seems to me that there is no way to give clients access to a simple web interface that would allow them to view their open tickets. Of course I can create full-blown users but surely that shouldn't be necessary? Am I missing this somehow? Thanks! Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78129
  - 11
    - Delete contract Hi Any way to delete expired contract? please help me.. Sujith Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78126
  - 12
    - Contact's within accounts - stack trace Hi everyone, I would appreciate any help on this. I need to know what to look for in CRM application error reporting to try and identify the root cause of my problem. The error itself is something which has been the topic of numerous threads on this forum, however I have not been able to resolve the issue. When I open an account and create a new contact entity, then try to save and close it, I receive the error stack trace below. Would anyone please let me know if you can see where the problem is or what I can look for to try and resolve it. I've checked and re-checked my mappings and they all appear fine to my untrained eye. Please see stack trace below: [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller, String Contact) +0 Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +408 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.SFA.ContactDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1545 Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78123
  - 13
    - Notes not shown in Notes and article. When I open Notes and Article in a case I often experience that the notes are gone. If I close the case and reopen it the notes are shown again. Any suggestion why this is happening and how I resolve this problem? Best regards Niels Weldingh Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78120
  - 14
    - Problem in Notes and article. When I open Notes and Article in a case I often experience that the text is gone. If I close the case and reopen it the text written in Notes and Article is shown again. Any suggestion why this is happening and how I resolve this problem? Best regards Niels Weldingh Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78119
  - 15
    - change subject from appointment hello, when an appointment is saved, i would like to add the postal code from the account to the subject field of the appointment. example : subject = 'First visit' and this should be when saved '2345AB First Visit' where 2345AB is the postal code from the account (requiredattendees) Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78118
  - 16
    - reports in the webclient Hi! We are using the webclient of CRM but have some problems whit reports. Under the "Workplace" we have report under navigation pane but not under action toolbar. And when I click on the report under navigation pane it says: Error An error has occurred. For more information, contact your system administrator. Is there a problem whit the conection to the reportserver or? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78115
  - 17
    - test test Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78112
  - 18
    - Estimated Revenue of an Opportunity Hi folks, It would be very useful to be able to simply quote an amount for an Opportunity without having to break the amount down into individual products. This can be done through the Estimated Revenue field of an Opportunity. When it is set to be user provided, the estimated revenue is not carried over automatically when a related quote is created. Write-in products can be added to a Quote, Order or Invoice to achieve that functionality but as far as I can see there is no facility to achieve the same thing with an Opportunity. Basically I would like to set an Estimated Revenue value for an Opportunity which is then carried over to the Total amount field of a related Quote. Shouldn't this be possible? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78111
  - 19
    - New CRM 3.0 Partner Preparedness Tools Available http://blogs.msdn.com/jim_glass/archive/2007/03/08/new-crm-3-0-partner-preparedness-tools-available.aspx Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78106
  - 20
    - Summary of Duplicate Account, Contact and Leads I have read many posts about this topic...and these are my observations: 1. You can control duplicate creation on records using the onSave JScripts, this work when you create new accounts, contacts 2. You can control duplicate imports using ISV solutions like C360, which evalute duplicates for Accounts, Contacts, Leads 3. However, I am not sure if the above mentioned solutions validate duplicates during the conversion process of a lead into an account/contact...does it? Regards Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78105
  - 21
    - Microsoft CRM-Exchange E-mail Router XML configuration file Hi Can somebody give me a sample XML file. The one that I got from the Implementation guide is like below but it doesn't work and you ge the error like "The specified configuration file format is not valid." Sample Microsoft CRM-Exchange E-mail Router XML configuration file <CRMSetup> <EmailServer> <WebsiteUrl>http://website</WebsiteUrl> <CRMMailbox>CRMMAIL</CRMMailbox> <InstallDir>c:\program files\mscrm</InstallDir> <InstallType>new</InstallType> </EmailServer> </CRMSetup> Regards Ahsan Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78099
  - 22
    - CRM DST UPDATES in WSUS Where are teh DST updates in WSUS? Are they there and if so, how do you see them? If not, how are folks deploying the DST updates in a timely, automated fashion? THANKS! Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78097
  - 23
    - Subprocesses not appearing in Sales Process Workflow Details: Opportunity entity, Sales process. MS CRM 3.0, completely fresh install 1 Custom field: Proposal Status, picklist {accepted, rejected} What I was trying to do was this: On Create workflow -> Go through the whole process -> at the end branch and set win or loss, based on other attributes. As there is no branching in Sales Processes, I tried to use two manual rules to achieve the same result. These manual workflow rules didn't appear under the "Run Subprocess..." in the "On Create" workflow. They also don't appear in other manual workflows. I also tried creating a completely empty "On Create" workflow and two manual workflows that were also empty, with the same result. This may be a configuration issue or a limitation of Workflow Manager. Any suggestions? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78093
  - 24
    - Contacts I would like to be able to associate a contact with the company they work for without creating an account. You can do this with leads as there is a place in the view where you can put company name but there is no data base element in contact for company name. Thanks in advance... -- DHRees Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78092
  - 25
    - Bulk import of contacts We are still in the process of importing/entering data into the system. I have a spreadsheet of clients which includes their name, contact details, company and position. I don't have any problem with the bulk import tool with the exception of importing the company. I realise this is slightly awkward as the company is entered as a lookup on the contact form. Is there any way to quick create a new account using the company name during a bulk import of contacts? Better yet, can you also check if the account already exists and if it does, link it through the look up, and if not, quick create a new account. My guess is that I'd have to write some sort of new script which is similar to the bulk import tool, but with the ability to also create new accounts. I've managed to avoid writing any call outs so far, so I'm not really sure how to do this. Besides, surely this isn't a unique problem!!! Any ideas? Tag: Unable to Sort Relationship Views after DST Patch CRM 3.0 Tag: 78091

After installing the DST patches, we are no longer able to sort the columns
in the Cutsomer Relationship view and the Opportunity Relationship view by
clicking on the column headers. Anyone else having this problem?
Thanks,
Wanda
--
WKC
Greater Twin Cities United Way
Minneapolis, MN

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