Update field in Entity A when Entity B is saved

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- Previous
  - 1
    - Invoice & ERP Our company loves CRM but we have the following issue: After we generate an Invoice in CRM .. (1) we need to export invoice related data (invoice and invoiceproduct) to our ERP due to local tax requests to print invoices in pre-authorized documents...we are outside of USA...how? Do I create a report and export? (2) we update our payments on the ERP...is there a simple way to import all paid invoices back to CRM? I thougt of changing the statecode/statuscode fields via script but dont know if this is supported method... Thanks, guillotkx Tag: Update field in Entity A when Entity B is saved Tag: 79247
  - 2
    - CRM SQL query Use Dear CRM Team, I need to find a way to retrieve data stored in a table and use it with another table or entity, I mean by that for example if I have an employee table which includes employee name and number and I want when I choose the employee name the system automatically retrieve the number from the employee table and put it on the table or entity. Also I want to know how to write a query and use it inside the CRM, and if it is possible where and how to do this. by the way I am a new CRM user, and I am also responsible for its implementation and deployment. Tag: Update field in Entity A when Entity B is saved Tag: 79246
  - 3
    - Uninstalling hotfix Support emailed hotfix KB911520 that sends emails after creating quick campaigns. This now prevents us from editing the campaigns before they are sent to the customer, so I would like to remove this and test the manually send. I try to uninstall the hotfix and it says there is a newer update on the server, please remove first. I then try and remove the other hotfix I have KB925874, but the remove is greyed out. How do I remove this hotfix?? Tag: Update field in Entity A when Entity B is saved Tag: 79245
  - 4
    - Records should first be deleted logically from MSCRM database! When records are accidently deleted by users, these records get physically deleted from the MSCRM database with the current config of the system. This I think can be very frustrating when users who are just learning tend to delete records they dont intend to. I think, data should first be deleted logically (ie be flagged as deleted using a bit number in a seperate field) and if need be the administrators could easily run a query and change the status from deleted to not being deleted. This could keep data intact. A job could automatically run every so many months to ensure that the records which are still flagged to be deleted (for over so many months) could get physically deleted from the database then. I hope this makes sense. I think this should be standard for any software and CRM should definately be smart enough to recognise the value of this. Cheers, Visha Narayan ---------------- 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=375629d9-f7c7-45ed-8f42-ad783aa156fc&dg=microsoft.public.crm Tag: Update field in Entity A when Entity B is saved Tag: 79239
  - 5
    - Sending Sales Literature as an E-Mail Hi can any one tel me how to send a sales literature in an email...? Tag: Update field in Entity A when Entity B is saved Tag: 79238
  - 6
    - CRM3.0 needs to support single Exchange 2007 Microsoft CRM needs to support Exchange 2007 without the need to have an Exchange 2000/2003 server deployed. It is not acceptable for customers to wait and be expected to wait to CRm4.0 is released then upgrade to this CRM version. ---------------- 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=366fb34f-f48e-48e9-8ab1-a32c9802c501&dg=microsoft.public.crm Tag: Update field in Entity A when Entity B is saved Tag: 79237
  - 7
    - Microsoft CRM-Exchange or E-Mail Router / Laptop Client with Oulo Is either Microsoft CRM-Exchange or E-Mail Router a must for laptop CRM client through outlook? If yes, then are all emails routed to CRM or can we control what is routed and what is not - As this seems to be a potential security risk/problem? Please advise Tag: Update field in Entity A when Entity B is saved Tag: 79235
  - 8
    - Deleting Email Attachments When a user creates an email in CRM 3.0 and adds an attachment, they are not able to remove that attachement unless they have permission to delete activities. I find this rather annoying because our client doesn't want their users to be able to delete activities from the CRM system, however they would like them to be able to remove attachments from emails when they are sending them out. Has anyone else found this problem or does anyone know a work around without giving users permission to delete activities?? (Sending emails via outlook and tracking them is not a solution as there are templates used that require attachments to be added). Thanks SC Tag: Update field in Entity A when Entity B is saved Tag: 79234
  - 9
    - crm sbs 2003 sp1 sql 2000 sp4 install error hi i am unable to install crm 3.0 keeping getting the following error: hi i have now recreated sql instacne and get the following error. ms sql server machine name value server\crmserver is invalid sql server reporting services the sql server server\crmserver is unavailable i have checked the services are running and have tried kb921971 please help Tag: Update field in Entity A when Entity B is saved Tag: 79232
  - 10
    - Auto Populate Case Details Hi We would like for the serial number to be automatically populated once the product is chosen on the case form. I know that we have to use JScript and possibly use the OnChange Event so that as soon as the product is selected the serial number is populated. We are not too familiar with JScript and I was hoping someone could assist me. The code that we inserted on the OnChange Event looked like this: //crmForm.all.Caseproductserialnumber = crm.Form.all.Contractproductserialnumber When we enabled the event and tested the results there was no change. We would really appreciate any assistance. Many Thanks Mark Tag: Update field in Entity A when Entity B is saved Tag: 79231
  - 11
    - CRM Client V3.0C and KB919534 Hotfix Hi all, I post the following case again: I got a problem with the CRM Client V3.0C and the KB919534 hotfixe. It works like a charm with Client CRM for Outlook with Update Rollup 1 but not with the last CRM Client (AKA V3.0C). I want to display the CRM WebForm instead of the basic Outlook form. see http://support.microsoft.com/kb/919534/en-us Any ideas ? Thnaks in advance, Thomas Tag: Update field in Entity A when Entity B is saved Tag: 79230
  - 12
    - Web service / javascript problem on remote pc Hi, I've created a web service that is called in the onload event of an entity. The code to access the web service (Microsoft.XMLHTTP) is in a seperate javascript file and I use a 'document.write' statement in my global.js to include it there. The code works fine when I access CRM on the crm server, but when I try to connect from another pc, the onload event doesn't get results back from the web service. When I access the web service directly in a browser from that pc it works fine. I was wondering if someone else had similar issues. I already tried to play with the security settings of my trusted zone, but with no luck. I'm using IE 7 to access CRM (also on the crm server, where it works). Many thanks in advance, Kevin Tag: Update field in Entity A when Entity B is saved Tag: 79229
  - 13
    - CRM Client for Desktop - install location Can anyone tell me if it is possible to customise the installation "location" for the "CRM 3.0 Client for Desktops"? I understand that the "Specify installation location" option only appears during installation of the CRM 3.0 Client for Laptops, but not for Desktops. We need to be able to customise the installation location as we will be streaming the CRM Client using Softgrid (which requires installation to the Q: Drive) Thanks, Jim. Tag: Update field in Entity A when Entity B is saved Tag: 79226
  - 14
    - Slipstreaming Hotfixes in Titan Hi. I understand slipstreaming hotfixes in CRM 3.0 is not a possibility (Or not supported, anyway). I wonder if this will be made available in Titan? Specifically for the clients - it would make life a whole lot easier for IT staff who has to roll this out in an environment. Or better yet - deploying the client via SMS or something similar. Thanks! Ted ---------------- 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=9822a969-56be-455a-9072-0855d5ee1e5e&dg=microsoft.public.crm Tag: Update field in Entity A when Entity B is saved Tag: 79224
  - 15
    - Credit Invoice I have read that many of us have the same problem and that Msft staff has said the issue is on the tracking database....how long before it is available? The temporal solution of creating a 0 quantiy 1 dollar value with the negative value in discount works, but you loose track of the items being canceled. The ideal solution will be to allow negative quantities...that way, if i sell 50 Unit A and 10 Unit B...I can make an invoice for -10 Unit A and -5 Unit B and CRM can calculate the totals based on the price list. Regards, guillotks ---------------- 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=81147600-5141-47f2-b2f1-4f7a5e0212cf&dg=microsoft.public.crm Tag: Update field in Entity A when Entity B is saved Tag: 79219
  - 16
    - Auto Populate Case Details Hi We would like for the serial number to be automatically populated once the product is chosen on the case form. I know that we have to use JScript and possibly use the OnChange Event so that as soon as the product is selected the serial number is populated. We are not too familiar with JScript and I was hoping someone could assist me. The code that we inserted on the OnChange Event looked like this: //crmForm.all.Caseproductserialnumber = crm.Form.all.Contractproductserialnumber When we enabled the event and tested the results there was no change. We would really appreciate any assistance. Many Thanks Mark Tag: Update field in Entity A when Entity B is saved Tag: 79216
  - 17
    - passing parameters I am trying to pass a network pathway to an iFrame but it's not working. I investigated the issue by printing to screen the crmForm.all.iFrame_Test.src value and see that it accepts only when I pass to it anything except for the " \ " character. Has anyone seen this before? In one of my other test environments I had no problems doing this and now it doesn't work. Is there a security attribute that I must activate? -- Thank you for the help!! Richard Page MSc. Tag: Update field in Entity A when Entity B is saved Tag: 79212
  - 18
    - Use on load trigger to provide Views for different Roles I would like to provide different user roles with different views for the Account entity. Therefore I would like to use the on load trigger to check which user is logged on (and his user role) and according to this show a defined set of fields (maybe provide standard values as well). Is it possible to hide complete folders? Thx Tag: Update field in Entity A when Entity B is saved Tag: 79210
  - 19
    - Activity Entity - make Subject field invisible hi all On the phone call activity entity there is a field called subject which is locked and set to business required. CRM allows the updating of this field from business required to not required but does not allow the user to remove this field from the form. any ideas how i can make it invisible as this is not used in out business. thanks in advance regards ridhima Tag: Update field in Entity A when Entity B is saved Tag: 79202
  - 20
    - incomming / outgoing mail server are they the same? After setting the registry value of the crm outgoing mail to itself this error popped up. "Initialize Token Failure" My environment is SQL CRM on same server Exchange and email router on different server. I was having issues with crm not sending mail at all. My question is what should the incoming email server be and what should the outgoing server be and what user should be sending them if I used all the default nt authority\network service account During the installation? Tag: Update field in Entity A when Entity B is saved Tag: 79200
  - 21
    - The Basics Hello all! I am new to MS CRM. My background is mainly in Oracle Databases/Financial Applications, so my syntax needs some brushing up! I just have a few quick questions regarding the basics of CRM customization as the book I am reading contains very few examples. From the passages I've read in the book, it seems to be fairly simple to customize forms in CRM. I have been able to do some customization such as removing certain fields from forms, adding more business-specific attributes to forms, etc. However, I am having difficulty with what I believe to be, a core concept of CRM. I am trying to alter the Preview Window form for the Tickets entity. I want to display the Customer Phone Number on this form. My problem is, the phone number attribute is not a part of the Tickets entity. So I decided to create a custom attribute belonging to Tickets. Since a relationship already exists between Client and Ticket, I altered the Mappings under the Parental relationship and mapped the source field (telephone1) to the custom attribute. I added it to the Preview Form, saved, and published. I do not see the value in the field. My question is, am I completely misunderstanding the customization side of CRM? Can I only create new attribute fields and INSERT data into them and save them in this manner? Do I need custom scripting to retrieve the value from the Client entity to achieve my sought after functionality? I feel like I could go in any number of directions here, but I would like to achieve this functionality without scripting, if it is possible. Thank you for your time, Steve Tag: Update field in Entity A when Entity B is saved Tag: 79198
  - 22
    - Ability To Change Entity Properties After Creation - Relate Activi If you create a custom entity without allowing activities to be related and later decide that you need activities, you have to recreate the entity and loose all your data. We need to have the ability to after creation, change that property. Once turned on, you would not be able to turn it off, but you should be able to turn it on after creation. ---------------- 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=96a4af18-599f-4f99-a966-77a16eb81b4c&dg=microsoft.public.crm Tag: Update field in Entity A when Entity B is saved Tag: 79194
  - 23
    - How to associate attachments to Service Activities Hello, I would like to know if it is possible to provide the users the ability to associate files attachments to service activities. If so, how can we enable that? I don't see how on customization area. Constanza Tag: Update field in Entity A when Entity B is saved Tag: 79193
  - 24
    - Send email to @skynet.be -> OK - @hotmail.com -> NOK hello, i can send email from adminitrator to @skynet.be manually or when i use a workflow, but i don't know why i don't recieve email from administrator to my other account @hotmail.com Workflow Monitor logs the rule had no error. -> OK Echange System Manager -> queues -> @skynet.be state : ready - messages : 0 -> OK -> @hotmail.com state : ready - messages : 0 -> OK -> So why i don't recieve the email ? is there any filter anywhere ? Thx! :) Tag: Update field in Entity A when Entity B is saved Tag: 79192
  - 25
    - Hidden report filter in CRM I created a report that involves accounts, opportunity and opportunity products. It works great in SRSS. After I import it to CRM, I clear off the default filters on accounts and opportunity entities. There is no filter visible on opportunity product. The report when run in CRM does not look right. When I did a trace, it seems that there is a filter for looking at opportunity products modified in last 30 days. However, when I edit the default filter, I dont even the opportunity product entity listed there. My question is how can I remove this filter from this report. I tried to import the same report under a different name and got the same results. Thank you. Tag: Update field in Entity A when Entity B is saved Tag: 79191
- Next
  - 1
    - Disable Quick Campaign What is the best way to disable - or better still hide - the quick campaign button for certain users? It doesn't appear to be itemized in the security roles. We can disable bulk emails etc, but would prefer that the button just doesn't appear at all. When I tried exporting sitemap and removing the relevant line, the system did nasty things after I re-imported. Tag: Update field in Entity A when Entity B is saved Tag: 79187
  - 2
    - Installation Error I'm installing CRM 3.0 onto SBS2003 R2 Premium with SQL2005 SP2 and I'm getting this error: The Reporting Services Report-Server http://servername/Reportserver cannot be validated. Error: The feature "Customizing Security Roles" is not supported in this edition of the Reporting Services. Is there any fix for this yet? Tag: Update field in Entity A when Entity B is saved Tag: 79180
  - 3
    - Can I resolve email address from incoming email to my customize en I add new entity such as agency, agent. And most incoming email come from agent, not contact which are our client. is it possible to resolve incoming email to agent who are not in contact list but in agent entity list ? Please advise. Thanks, Amnouy J. Tag: Update field in Entity A when Entity B is saved Tag: 79178
  - 4
    - CRM Error: General failure in scheduling engine Hello, When my users attempt to create an appointment, they are getting the following error on the Save event. However, it does add the appointment. Tag: Update field in Entity A when Entity B is saved Tag: 79176
  - 5
    - Office Outlook 2007 We have a new laptop, freshly formatted. We installed Win XP. Office 2003. We then upgraded to Office 2007. We then go to install the CRM OL Client and we get the message ...The installed version of the Microsoft Outlook client is not supportedy by the Microsoft CRM Client. We are using the CRM OL Client 2007 image that they made for Office compatibility. Grateful for any suggestions. Tag: Update field in Entity A when Entity B is saved Tag: 79175
  - 6
    - Initialize Token Failure After setting the registry value of the crm outgoing mail to itself this error popped up. "Initialize Token Failure" My environment is SQL CRM on same server Exchange and email router on different server. I was having issues with crm not sending mail at all. My question is what should the incoming email server be and what should the outgoing server be and what user should be sending them if I used all the default nt authority\network service account During the installation? Tag: Update field in Entity A when Entity B is saved Tag: 79174
  - 7
    - Auto Populate Case Details Hi We would like for the serial number to be automatically populated once the product is chosen on the case form. I know that we have to use JScript and possibly use the OnChange Event so that as soon as the product is selected the serial number is populated. We are not too familiar with JScript and I was hoping someone could assist me. The code that we inserted on the OnChange Event looked like this: //crmForm.all.Caseproductserialnumber = crm.Form.all.Contractproductserialnumber When we enabled the event and tested the results there was no change. We would really appreciate any assistance. Many Thanks Mark Tag: Update field in Entity A when Entity B is saved Tag: 79168
  - 8
    - More on autopopulation I have recreated a clients business process through Leads and Opportunities and have created a custom entity much along the lines of an Invoice which is a child to the Opportunity. What I am trying to accomplish is to have the address and main contact information autopopulate on my custom entity. Since I am creating this Entity from an Opportunity (which has the lookup for the Account) there are no mappings available for me to pass information from the Account to my custom entity. How can I create a link to the selected account and have the information transposed into the Custom entity? I have creted a seperate look-up on my custom Entity to Accounts, but the only way that mapping would work is if I created an instance of the Custom Entity from the Account, this I do not want to do. So I do have the proper account appearing on the instance of my Custom Entity, but the question is how to get the address and the main constact info to autopopulate. -- Thank you for the help!! Richard Page MSc. Tag: Update field in Entity A when Entity B is saved Tag: 79167
  - 9
    - 'Send email' from CRM settings... Hi all, I know I ask question that already been answered... But I'd like some clarifications... I am trying to find settings of how Web CRM client sends emails on the CRM System that I inherited... I found the MS article: http://support.microsoft.com/kb/913769, which mentions the registry settings... I don't have SMTP settings in the Registry... Does it mean the server uses Default SMTP Server? Thanks, Victor Tag: Update field in Entity A when Entity B is saved Tag: 79165
  - 10
    - Import menu Why some of the users don't see the import menu althugh it seems that they have the right security? Tag: Update field in Entity A when Entity B is saved Tag: 79164
  - 11
    - Copy notes Is there a way to copy notes from lead to contact/account/opportunity? Tag: Update field in Entity A when Entity B is saved Tag: 79163
  - 12
    - Error: Service Calendar When I click on Service, Service Calendar, I get the error outlined below. This just started today. Does anyone have an idea of what is wrong? =========================== 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.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +533462 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +204 Microsoft.Crm.Platform.Proxy.ScheduleWebService.QueryMultiple(Guid[] resourceIds, CrmDateTime start, CrmDateTime end, TimeCode[] timeCodes) +102 Microsoft.Crm.Application.SMWrappers.Schedule.QueryMultiple(Guid[] resourceIds, DateTime startDateTime, DateTime endDateTime) +72 Microsoft.Crm.Application.Controls.GanttContent.Render(TextWriter writer) +500 Microsoft.Crm.Application.Controls.AppGantt.Render(HtmlTextWriter output) +179 System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +25 System.Web.UI.Control.RenderControl(HtmlTextWriter writer, ControlAdapter adapter) +121 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +22 System.Web.UI.Control.RenderChildrenInternal(HtmlTextWriter writer, ICollection children) +130 System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) +24 System.Web.UI.Page.Render(HtmlTextWriter writer) +26 System.Web.UI.Control.RenderControlInternal(HtmlTextWriter writer, ControlAdapter adapter) +25 System.Web.UI.Control.RenderControl(HtmlTextWriter writer, ControlAdapter adapter) +121 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +22 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +1896 Microsoft CRM Platform Error Report: Error Description: An unexpected error occurred. Error Details: Not available Error Number: 0x80040216 Source File: Not available Line Number: Not available Date: 03-26-2007 Time: 13:02:26 Type: Platform Error (3) Server: adlibcrm Request URL http://adlibcrm/sm/GanttControlFrame.aspx?startDate=2007-03-26T00:00:00&endDate=2007-03-26T00:00:00&subareatype=schedules&viewID={7738C997-2681-43BE-BFCF-DB1D159B5C5A}&zoomLevel=4&pagingCookie= Basic Server & Client Information: What the End User would have seen: Tag: Update field in Entity A when Entity B is saved Tag: 79162
  - 13
    - Auto Number Opportunties? I would like to auto number opportunies so that when they open they are assigned a number which becomes part of the database once they are saved. I would also like to start the auto numbering with "M7-120". Therefore the next opportunity opened would automatically be assigned "M7-121". Is this possible? if yes, how??? THANK YOU FOR YOUR HELP!!!!!!!!!!!!!!!!! Tag: Update field in Entity A when Entity B is saved Tag: 79158
  - 14
    - CRM 3.0 Email Router for Exchange 2007 I know that there's an updated email router (http://www.microsoft.com/downloads/details.aspx?FamilyID=f7656f0f-4195-4a7d-b654-2786787e1422&displaylang=en) that provides support for Exchange 2007. But that router only supports running on an Exchange 2003 or 2000 server. Is there any update on when an email router might be released that supports a 2007 only environment? We have migrated off of 03, and would like to not have to keep that server around solely for this functionality. Thanks in advance. Rich Williams Amos Data Systems Tag: Update field in Entity A when Entity B is saved Tag: 79157
  - 15
    - Virtual PC & CRM Hi: For client demos, I have a Virtual PC runing Windows Server 2003, CRM , SQL 2005 ( the May 2006 Edition dowload from MSFT). My PC runs on WinXP Pro...and I have a reporting solution installed on this physical machine... How can I access the SQL database AdventureWorks_MSCRM in the Virtual PC from my Reporting Application in the WinXP system? Thanks, guillotkx PD: Accidentally this post was duplicated on the Developer NG Tag: Update field in Entity A when Entity B is saved Tag: 79156
  - 16
    - autofill form We need to autofill fields on the lead form with information from a sql database outside of CRM. We mail very large lists and each mailpiece has a unique barcode number that corresponds to a record in a table outside of CRM. The barcode would be scanned into a MailID field in CRM which would then need to do a lookup into the external database and fill in the associated records (Name, Address etc). I have done some Jscript in the past, but believe I need a webservice created? Has anyone created something similar? What do I need to look at creating or getting created? Tag: Update field in Entity A when Entity B is saved Tag: 79151
  - 17
    - MS CRM Client for Outlook on Home Edition I can install the CRM 3.0 Outlook clients on a Windows XP home edition? Lorenzo Soncini Trento - Italy Tag: Update field in Entity A when Entity B is saved Tag: 79143
  - 18
    - Workflow Call Assembly to add Date or Time I cannot get a very simple workflow to work. All I want it to do is update a datetime field to add one month! Workflow monitor says it completed, but it has never worked... Has anyone ever been able to make this work? Tag: Update field in Entity A when Entity B is saved Tag: 79130
  - 19
    - Add a second linked contact to the account entity Hi all, I try to add another linked contact to the account form (like primary contact) which is a invoice receiver. But when I try to create a relationship between account and contact I cannot select the contact entity but only my custom entities. Is this a known limitation? If yes, is there a workaround available? Any help is appreciated. Tag: Update field in Entity A when Entity B is saved Tag: 79126
  - 20
    - Button to add phone call to support incident case Hi, Any ideas how I can modify the ISV.config file so that from the list of cases, I can highlight the relevant case and then click on a button which will automatically open a new phone call for that particular case. Maybe there are other ways to achieve this without using the ISv.config file? At the moment I haev to perform the following, Double click the relevant case, this opens the case in a new window Go to the History or Activites section Click "New Activity" button, this opens a new window showing a list of activities Select "Phone Call" Click "OK" And I want to replace with, Single click the relevant case Click the "phone" icon to create a new phone call for the selected case An example of a URL that is generated is - http://sqlserver:5555/activities/phone/edit.aspx?pId={A4BA9D47-796E-DB11-BD18-000D61BAF22E}&pType=112&pName=mouse%20not%20working&partyid={5D269201-E165-DB11-BD18-000D61BAF22E}&partytype=1&partyname=Steve%20Dudson%20%22Hotmail%22%20Ltd&partyaddressused=&contactInfo= Thanks Steven Tag: Update field in Entity A when Entity B is saved Tag: 79124
  - 21
    - MS CRM 3.0 and HIPAA any idea on MSCRM to be HIPAA compliant? Tag: Update field in Entity A when Entity B is saved Tag: 79106
  - 22
    - microsoft crm and Goldmine heyy frenz. i am looking for a crm solution...in our organization there are around 40 employees are there...and we have got two suggestions for crm...one is goldmine and the other is microsoft crm.. can anyone help me on this matter..i need to select one urgently regards pravi Tag: Update field in Entity A when Entity B is saved Tag: 79104
  - 23
    - CRM 3.0 - Vista - title bar error We have recently upgraded to MS Vista. We now find that title bars of CRM windows display the full url, making navigation extremely cumbersome. any ideas? And any other CRM/Vista problems we should be aware of? Tag: Update field in Entity A when Entity B is saved Tag: 79103
  - 24
    - Version mismatch detected History: We had CRM 1.2. About 1.5 yrs ago we upgrated that to v3.0 on a new SBS 2003 server. We are once again moving over to a newer SBS 2003 R2 server. We restored the databases to the new server. We downloaded the latest release of CRM, and ran the Migration wizard to reassign users. The wizard ran fine on the restored databases. Problem: Upon installing CRM on the new boax we get a "Setup detected a version mismatch between the specified database and the current product." Further investigating shows that it detected we have version 1.2. I can't find any posting related to this error. Has anyone seen this before or know how I can address this problem? Any help is greatly appreciated. Tag: Update field in Entity A when Entity B is saved Tag: 79100
  - 25
    - Will CRM (and/or the Titan release) support ticketing for events? I'm trying to find a solution for a ticketing problem. This is in reference to tickets used for sporting events, theatres, etc. I've thought about using CRM Service Management Resource Scheduling as an engine, such as define 10 seats as resources and then create a web interface to allow for booking each seat for the 2:00 show, for the 4:00 show, etc. As seats are sold, the resource is blocked off as unavailable. When the seat is assigned, a customer is linked to the resource and billing can occur. Am I totally off the wall with this thinking or does this sound do-able? If there is someone that has already tried this please let me know. I do not want to re-create the wheel. If the Titan release will have this capability can that information be shared? The Microsoft case studies mention the Indianapolis Speedway but they use a stand-alone program to manage tickets. Our company is currently using a free "Firebird" sql db ("just as good as Microsoft" hah!) for ticket scheduling that traces back to the days of DOS...ugh...I would like to find a more modern product. I think CRM will work. Any suggestions? Thank you. Tag: Update field in Entity A when Entity B is saved Tag: 79096

Hi
I have created two custom entities and I would like to be able to do the
following:
When a date is added to a field on Entity B and Entity B is then saved I
want to update a date field on Entity A (with the date that was entered on
Entity B plus a year)

Is this possible?

Thanks

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Re: Update field in Entity A when Entity B is saved by Sam

Sam
Wed Mar 28 03:17:16 CDT 2007

Hi quest

One way of doing this is by using callouts. You can write an Update callout
for Entity. Within this you can create athe object of Entity A and update it
as required.

Hope this helps!

Sam
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--------------------------

"quest765" <quest765@discussions.microsoft.com> wrote in message
news:B2A2C8E2-EBAA-4C98-99C8-BEDFD8758442@microsoft.com...
> Hi
> I have created two custom entities and I would like to be able to do the
> following:
> When a date is added to a field on Entity B and Entity B is then saved I
> want to update a date field on Entity A (with the date that was entered on
> Entity B plus a year)
>
> Is this possible?
>
> Thanks

Top