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- Previous
  - 1
    - Please Help - "An error occured while installing the CRM toolbar" We recently deployed to 55+ remote users using the SFO client. Most of them are running well. However one of our salesmen keeps having problems with Outlook loading up the CRM toolbar. He keeps getting "An error occured while installing the CRM toolbar" I have unisntalled and reinstalled teh crmaddin, I have reregistered the crmaddin dll, I have even uninstalled outlook and uninstalled SFO. Reinstalled both and applied the rollup patch. It seemed to work for a couple days. Now we are right back to "An error occured while installing the CRM toolbar" when we try loading up CRM. Please if anyone can even point me down the right path it would be awesome. Josh Tag: User Lookup Tag: 43410
  - 2
    - 2 crm installations Hi, Is it possible to have 2 seperate ms crm installations on the same server? (one is 1.2 and the other 3.0) Regards Tag: User Lookup Tag: 43409
  - 3
    - Inventory set up I am new to CRM (sort of). I am interfacing CRM with an external accounting package. I have completed the customer integration and am starting on the inventory side. I went to the product page and there isn't a "new product" button so I can see the initial screen. Am I missing something, or is this normal? Do I have to manage inventory external of CRM? Thanks, Mark Tag: User Lookup Tag: 43408
  - 4
    - The Parameter error Hi all, I am facing the problem with two users, they are able to create account, but they cannot view there previous accounts. The error message says that "The Parameter is incorrect" and the querry string in CRM says "_grid/grid_container.aspx?viewid=&gridId=crmGrid" The stack trace says error at "Microsoft.crm.Controls.GridContainerPage.ConfigureGrid()" and load() methods of the same has error. this Error is happening with only two users as I have 30 users, and 28 users dosenot get this error. Please give me some solution for the problem. thanx in advance Tag: User Lookup Tag: 43405
  - 5
    - Will CRM 3.0 support SFO under Citrix CRM 1.2 does not support SFO under Citrix. Will this change for 3.0? Sincerely, Morten Pedersen Tag: User Lookup Tag: 43402
  - 6
    - Access ís deníed usíng the Users Manager Wízard Thís Error POP up when í want to Add Users To CRM usíng the Users Manager Wízard An Unhandled Exceptíon has Aoccurred ín a Component ín Your Applícatíon Access ís deníed See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box. ************** Exception Text ************** Access is denied. (80070005) - SOAP Server Application Faulted ************** Loaded Assemblies ************** mscorlib Assembly Version: 1.0.5000.0 Win32 Version: 1.1.4322.2300 CodeBase: file:///c:/windows/microsoft.net/framework/v1.1.4322/mscorlib.dll ---------------------------------------- Microsoft.Crm.Tools.UserManager Assembly Version: 1.2.3297.0 Win32 Version: 1.2.3297.0 CodeBase: file:///D:/Program%20Files/Microsoft%20CRM/Tools/Microsoft.Crm.Tools.UserManager.dll ---------------------------------------- System.Windows.Forms Assembly Version: 1.0.5000.0 Win32 Version: 1.1.4322.2300 CodeBase: file:///c:/windows/assembly/gac/system.windows.forms/1.0.5000.0__b77a5c561934e089/system.windows.forms.dll ---------------------------------------- System Assembly Version: 1.0.5000.0 Win32 Version: 1.1.4322.2300 CodeBase: file:///c:/windows/assembly/gac/system/1.0.5000.0__b77a5c561934e089/system.dll ---------------------------------------- Microsoft.Crm.Tools.UserManager.Resources Assembly Version: 1.2.3297.0 Win32 Version: 1.2.3297.0 CodeBase: file:///D:/Program%20Files/Microsoft%20CRM/Tools/Microsoft.Crm.Tools.UserManager.Resources.DLL ---------------------------------------- System.Drawing Assembly Version: 1.0.5000.0 Tag: User Lookup Tag: 43401
  - 7
    - Adding attachment in mail merge Hi, Does anyone know how to add attachment on email merge in SFO? Is it possible to do so without customization?? Thanks, Carrie Tag: User Lookup Tag: 43400
  - 8
    - restrict to export records to Excel and restrict to print Hi, It is a major requirement for us to restrict some users to export Microsoft CRM records to Excel file and to restrict them to print as stated in our implementation policies. Is there a possible workaround for this restriction? Would greatly appreciate for your fedback. Lot of thanks in advance. Tag: User Lookup Tag: 43396
  - 9
    - Distaster Recovery of Microsoft CRM 1.2 Yesterday we add a server crash. We cannot restore our server because the hardware we had is no more available. We have a Full Complet backup from the night before. Is it possible to restore our CRM in a new Active directory, with a new SQL server. I know there is a tool for exporting Role, but I think I cannot use it because there is no way to acces the old server. Thank for following up. Tag: User Lookup Tag: 43392
  - 10
    - Unable to link the activities Hi All, I am moving data from GoldMine to MSCRM with the CDF Database. But I am unable to link the activites to the CRM Accounts and Contacts. Please advise me. Regards, Srinivas Tag: User Lookup Tag: 43386
  - 11
    - Needed CRM ApplicationS training Manual Hi, I am looking for a MicrosoftÂ® Business Solutions CRM Applications Professional training manual. Used will be good enough. Thank you GI Tag: User Lookup Tag: 43375
  - 12
    - Contact Addresses There should be a check box on the contact card to "always update address info with parent." Unless I am missing something, if one of our customers moves, I have a to manually go in and update EVERY single contact associated with that account. The check box applies so that outside sales people (or other not in the main office) will not be updated. At minimum there should be a button or menu option to copy parent account address. ---------------- 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=73cd4451-4fe9-4e50-9133-aeb7156ace9e&dg=microsoft.public.crm Tag: User Lookup Tag: 43371
  - 13
    - Printing Sales Orders Hi, Does anyone know how to change to print form when you are in a sales order and choose print? I can't seem to find it as a Crystal report form, and we need to modify it to contain our custom fields and somehow break it down to show each item on the sale order, not just the totals. This is critical for our sales people. Thanks! Shauna Tag: User Lookup Tag: 43367
  - 14
    - Upgrade MSDN version Is it possible to install the msdn version and then upgrade the installation to Sales pro by just inputting the new software keys once they are made available? Thanks. Tag: User Lookup Tag: 43366
  - 15
    - XML Error Message When I click on the Summary button for a case I receive an error message stating the following. Error: Object doesn's support this property or method Xml: undefined The only choice I have is to click the OK button. I then am able to go into the summary without any issues. This is just an annoying error and if anyone can help me figure out why it is being displayed I would appreciate it. Thanks. Keith Tag: User Lookup Tag: 43365
  - 16
    - CRM Redeploy - unable to register security service - hotfix Scenario â?? MS CRM 1.2 installed and functional on DEV1 server. Related databases on separate database server. Purchased a new surver to host CRM. Need to install new instance of CRM on the new server that is attached to the existing database so as not to lose any customer data. Problem â?? Installation on new server failed. Message appeared saying â??unable to register security serviceâ??, which is a vital part of the application. CRM requires that all patches and hotfixes applied to the original server must be applied to the new server for redeployment as well. The event log message for the above mentioned error stated: Error: Incorrect or incompatible database version. If you have applied any patches or hotfixes for Microsoft CRM, please apply them to this server as well.-2147467259 (0x80004005) Description: Unspecified error Comments: Database Version: 1.2.3297.106 Installed Version: 1.2.3297.0 QFE number to apply: 0 There was a hotfix that was applied to DEV1. However, the hotfix requires that CRM Server be installed in order for it to be applied. So I installed CRM again, opting to ignore the error messages, then successfully applied the hotfix. I tried to uninstall/reinstall CRM again, but still received the same error. On the advice of some users on the MS CRM community boards, I added the service accounts to the â??Pre windows 2000 Compatabilityâ?? group in Active Directory. Did not help. Also made service account for main CRM service a domain admin, still no help (service account is no longer domain admin, but is still in pre win2k compato group.) Solution â?? After further digging, I found the buildversion table in the company_MSCRM database. It listed the build version and revision numbers in one row of data. The revision number can be changed when hotfixes are applied. That data apparently must match exactly that of the instance of CRM you are trying to install (when attaching to an existing database, of course) or the install will fail. The problem is that a fresh install of CRM has 0 for the revision number, so it will not match a previous install if there was a hotfix applied. However, you can not apply the hotfix to the new server until CRM is installed. This seems to be a catch 22. To get around this, I manually changed the revision number in the table back to 0 then attempted the install. It worked fine. I then reapplied the hotfix for good measure (though it wouldnâ??t let me reinstall the hot fix until I changed the revision number back to its original value, in this case 106). CRM then worked fine and the problem was solved. ---------------- 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=9af883bb-fbd6-4319-9c9a-c83dc1ba7d05&dg=microsoft.public.crm Tag: User Lookup Tag: 43363
  - 17
    - Modified on dates I have a rather peculiar situation. Every time a record (Opp, Acct, Contact) is opened, the modified on date is updated to the current date and time. I know that updating roles will have an effect on the modified on date, and we are in the process of working with Tech Support to clear up some security descriptor issues. However, I cannot replicate this issue in any other environment I have worked in or have access to. Anybody else seen anything like this before? Thanks! Dave Tag: User Lookup Tag: 43361
  - 18
    - Dropdown and Popup Menus cut off through web interface. When I connect to CRM through IE6, some of the menus are incomplete. A couple of examples are: 1. The calendar popup is almost cut in half, so the right arrow on the top of the calendar is cut off. 2. Under the actions dropdown menu, at the bottom should be a menu item called Send Direct Email, but it's not showing up. This problem only happens when I'm logged in through my vpn on my home computer. When I log in from the office with my office computer, everything displays correctly. Tag: User Lookup Tag: 43359
  - 19
    - How to register 8-CD "CRM Sales Advisor" Kit Hello, I recently registered as an MBS Partner. After discussing the "CRM Sales Advisor" program, MBS sent me an 8-CD CRM Package that was said to be a five-license kit for demonstration purposes. I can't figure out how to register it to get a License Number. I've successfully registered my MS Partner Action Pack CRM Package, but that one came with a usable 25-digit Product Key. THIS SET has no Product Key. Disk One has a yellow sticker that says: "Volume Licensing Customer. To use this product you will need a Business Solutions Registration Key. In order to obtain it, you must register this product at: http://www.microsoft.com/businesssolutions/msbregistration Please note that to obtain your key, you will need to have your License Agreement details. If you do not have these details, please contact your reseller to obtain them prior to registering. Unlicensed Software - Illegal without separate license from Microsof ----------------------------------------------------------------------------------------- I've tried numerous times to register it on the MBS CRM Registration Web Site, but, with no Volume License Number and no Open License Number, I'm running out of options. I've spent a week corresponding with VOICE support, to no avail. So far, I can't seem to reach anybody helpful at the MBS office in North Dakota, who sent me this package. The paperwork says the package was odred by: VOICE Services and MBSORDER. Anybody know how to register this CRM package? Thanks! Myron Johnson RTA Information Technology Microsoft Small Business Specialist Tempe, Arizona, USA Tag: User Lookup Tag: 43355
  - 20
    - Attach Email to a case Hello all, Can anyone advise me on how I attach an email to a case? Im sure it is simple but I seem to be missing the steps and obviously the know how. Thank you. Keith Tag: User Lookup Tag: 43354
  - 21
    - callout com+ via proxystub hi, i have developed a post callout routine. When i install the component on the crm server as com+ it works fine. Now i install the component on a other server as com+. I create a proxstub/msi-package and install this on the crm server. When i use the com+ proxy on the crm server with a own testtool it works also fine, but when i use the crm webclient the server doesn't make the callout to my compontent. Have anybody a idea whats happen or what's wrong? Thank's for help Ralf Tag: User Lookup Tag: 43352
  - 22
    - Email Assignment to a Case Hello all , I have a user that looks in the Queue for incoming support requests. The user can assign the email to another user but that is all. Can someone let me know what types of permissions the user needs to assign that email to a case and delete the email from the Queue. Thank you. Keith Tag: User Lookup Tag: 43344
  - 23
    - Find contacts does not work? Hello, It seems that if you user doesn't have access to the "All Active contacts" view then the Find does not work. Any comments? Thanks for your help. Tag: User Lookup Tag: 43336
  - 24
    - Modifying ID in PickList Hello, We added some values in a pick list. We got the ID #. Some values were deleted and we now need to mapping some fields. Mapping between picklist only works with ID's. I am wondering if there is anyway to get the deleted ID and modify the value. Thanks for your help Tag: User Lookup Tag: 43335
  - 25
    - Offer On Demand Web Demos For Product Installations Microsoft seems to sometimes work from a problem up approach in terms of how it posts information. I understand the reasoning behind this, but sometimes just having the information on how a successful installation should go is needed. I think it would be very beneficial if you offered "On Demand" Web Demonstrations for installing products such as MS CRM, Great Plains and other products. I think you would reduce a lot of problems and simple questions if you had an "On Demand" demonstration of how an installation should go. Then if an individual runs into an issue a user could click on some links of potential issues. This would direct an individual to a list of particular problems that they can research. This may sound like a simplistic approach, but sometimes less is more and getting just the basics demonstrated can go a long way. For example, demonstrate an installation of CRM server, and also do a demonstration of CRM Client for Outlook. Thank you. ---------------- 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=2c0ac337-78ac-4302-a7b7-67a14563f9ed&dg=microsoft.public.crm Tag: User Lookup Tag: 43334
- Next
  - 1
    - CRM and Great Plains Basic Installation Instructions for Client I did a search for installation instructions for CRM and it reported no articles found. Just loading CRM can be a major ordeal with this fix and that fix, and to not have an easy to find detailed instructions is just confounding to me. How about just a basic list on how an installation of CRM and Great Plains on the client system. Thank you. ---------------- 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=6034d4e2-df4d-473f-b1d5-360b9fe22115&dg=microsoft.public.crm Tag: User Lookup Tag: 43330
  - 2
    - After modify isv.config, the CRM login error. Just add the following code to isv.config, but when login CRM, it says "error...". I think I need to do some extra jobs? <MenuBar>   <CustomMenus> <Menu Title="ISV"> <MenuItem Title="New Window" Url="http://www.microsoft.com"/> <MenuSpacer/> <SubMenu Title="ISV Tests"> <MenuItem Title="Modeless Dialog" Url="http://www.microsoft.com" WinMode="2"/> <MenuSpacer/> <MenuItem Title="Modal Dialog" Url="http://www.microsoft.com" WinMode="1"/> </SubMenu> </Menu> </CustomMenus> </MenuBar> Tag: User Lookup Tag: 43329
  - 3
    - Label Merge Hi, Does anyone know how to use the label merge in SFO? I had measured the label sizes but when i print it out, there were some data did not fit properly on the label. How can i make them all fit on the label??? One thing i notice also, let say the records that i merged were 10. In the label, some data were being duplicate and some data did not print out. What's wrong with this?? Can anyone help me ASAP? Thanks, Carrie Tag: User Lookup Tag: 43328
  - 4
    - How-to - create service pricing with a percentage of total price Hello there. Just installed CRM and is trying to figure out the best approaches. Right now i'm stuck with service pricing. We sell our normal products (software), but we also sell two additional services: Upgrade - 10% of total price pr. year Support - 10% of total price pr. year Whats the best approach to handle this price ? I tried to add a product with a price of 0,1, and then enter en amount of the total price but this insnt good enough because the price will not update, and i need to manually calculate the price.... Thanks in advance - RenÃ© R. Nygaard Tag: User Lookup Tag: 43326
  - 5
    - Allotment Time Reset When you create a contract line item and specify the allotment under "Total Cases/Minutes", is this allotment reset monthly? or is this the total allotment for the entire contract? If the latter, how can I setup CRM to automatically allocate the amount specified on a monthly basis i.e. client is allocated 5 hours/month - after 5 hours, they must pay at a discounted rate? Tag: User Lookup Tag: 43323
  - 6
    - Cleaning Product List We have put in some test products and Leads against them. We are now going to turn on the system. How do we clear, or claer the dtabase back to start? Tag: User Lookup Tag: 43322
  - 7
    - Showing All Activities in Workflow Hi All I have a workflow in which there are around 15 activities, which are to be strictly perform one after another but at the same time all of these activities should be visible to its owner but this User should not be allowed to perform an Activity if Activity previous to this one is not completed. At the moment I create next Activity after completion of Previous Activity, in this case User can see only that activity which he is suppose to act on. Can I do this in CRM 1.2? Tag: User Lookup Tag: 43312
  - 8
    - SQL Server 2000 Report Pack for Microsoft CRM 1.2 Hi, I have a single server deployment of Microsoft CRM 1.2 in Small Business Server 2003. Where would I install the SQL Server 200 Report Pack for MS CRM? Is it in my current installation server (SBS 2003) or in a different workstation just like in the setup for Crystal Reports, wherein Crystal Reports 9.2.2 should not be installed in CRM server. Actually I have tried to install the Report Pack in my single server deployment but I encountered this error: object reference not set to an instance of an object I have already complied with the system requirements except for having the Visual Studio.NET 2003 installed which is declared as optional. Do I have to install the Visua Studio.NET 2003 to resolve this error? Looking forward for your immediate response. Thanks in advance! Tag: User Lookup Tag: 43311
  - 9
    - Workflow Accelerator Not Working I installed the first part of the CRM Workflow Accelerator, the Marketing Process. When I added my first test lead, the Workflow Monitor shows the Lead rule running but the log shows an error and the process is paused. The error in the log is: "<description>The specified attribute does not exist on this entity</description><details>The attribute 'CFIMarketingStage' is not an attribute of the entity 'Lead'</details><file>D:\CRM\Core\src\platform\include\OMCommon\CRMPropertyBagUtil.inl</file><line>43 The D: drive is my CD ROM on the server which is currently empty. Any ideas how can I resolve this? Thanks! Larry Larry Lentz MCSE+I, MCSE W2K, MCDBA, MCSA Messaging GoldMine Certified Professional Lentz Computer Services Microsoft Small Business Specialist San Antonio, Texas Larry@LentzComputer.net www.LentzComputer.net I sell hardware, software, and me! -- Larry Lentz MCSE+I, MCSE W2K, MCDBA, MCSA Messaging GoldMine Certified Professional Lentz Computer Services Microsoft Small Business Specialist San Antonio, Texas Larry@LentzComputer.net www.LentzComputer.net I sell hardware, software, and me! Tag: User Lookup Tag: 43308
  - 10
    - Launching an .Executable through the ISV.config file Hello, Is there anyway to launch an executable using the isv.config. Adding a button and associating a URL to it is not a problem but wanted to see if I could associate other file types For example, the local box may have an executable that kicks off a separate process for integration or the file may be located on a shared directory on a different server. thanks for the help!! Tag: User Lookup Tag: 43306
  - 11
    - Problem Printing Custom Report in CRM When we try to print a custom report from CRM, we receive the following error from Crystal: Information is needed before this report can be processed. [On Cache/Page Server:MSCRM.pageserver] We can see it on the screen and can exported to Word. I have seen similiar problem in the Newgroup. The suggestion was to verify the database location is listed as SSO, but we do not know where to find this information. Tag: User Lookup Tag: 43304
  - 12
    - Assigning Cases... We are in the process of completing a MS CRM 1.2 Professional Configuration here in our office. I have come across item I need to change but not sure how to accomplish this task. In our office when a case is put into our current system, the person putting the case in assigns the case to an engineer. However, in our current configuration of CRM 1.2, when we create a case, we are not allowed to assign this case to another person in the system. The lookup button is grayed out. I assume since the button is there it can be done but not sure what setting I may have missed to allow this to happen. Can anyone help? Tag: User Lookup Tag: 43302
  - 13
    - Quota Security Hi, Does anyone know exactly which security setting on CRM 1.2 allows a user to write/save quotas for sales people? I have a customer who can open and alter these but they are not able to save the settings in the quotas. Cheers Tag: User Lookup Tag: 43299
  - 14
    - paste to field I want to be able to paste text into a field instead of typing. ---------------- 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=3e0fd8db-8f27-4af3-9eec-80dd4d738033&dg=microsoft.public.crm Tag: User Lookup Tag: 43293
  - 15
    - Workflow E-mail from field Hello eveybody, Is there any way in a workflow e-mail to modify the from field to be the owner of the Opportunity record and not the person who is logged into MSCRM? I appreciate any and all suggestions on this matter. Thanks ahead of time. -- JDMcDonnell A+ MCP Certified Tag: User Lookup Tag: 43291
  - 16
    - CRM "inadequacies" Coming from multiple worlds of CR Systems other than MSCRM-- and being a newbie user-- myself and the majorty of my users are struggling with the multi-steps we need to go through for activities and the seemingly un-thought-through default settings (e.g., Activity duration deaults to 30 minutes?!?!?!). What is the most effective means of addressing these struggles? Thanx Tag: User Lookup Tag: 43271
  - 17
    - Workflows not firing Hi, My workflows are not activating, but i get these two messages in the event viewer??? -------- Error: action {B936E9DF-D1AB-44C5-B5A7-8C89198FA2A3} failed in step {45360BFE-0645-4AA1-A837-58A8A2078962} of process instance {EEB932A2-D0F3-4760-995A-86DDDC13E2A6}. -------- Error: process instance {EEB932A2-D0F3-4760-995A-86DDDC13E2A6} paused. Tag: User Lookup Tag: 43259
  - 18
    - Error - There is already an object named 'BusinessUnitBaseTemp' in the database While running the Redeployment Wizard - I am getting a database error. Here is the entry from the import.log file 08/25/2005 09:30:34 Database updated succesfully, row count is 46 08/25/2005 09:30:34 Backup BusinessUnitBase table. 08/25/2005 09:30:34 There is already an object named 'BusinessUnitBaseTemp' in the database. 08/25/2005 09:30:34 Microsoft OLE DB Provider for SQL Server 08/25/2005 09:30:42 Import ended Any ideas what could be the issue? Thanks Rajib Tag: User Lookup Tag: 43255
  - 19
    - CRM server will not get though internet I installed CRM on SBS 2003. i have 2 net work card in my machine. one for internet ip and another for local intranet. i got the crm through intranet. but i cant get the crm through internet IP. please help me for getting CRM throgh internet. helps will appreciated.... Tag: User Lookup Tag: 43254
  - 20
    - Exchange connector We moved our CRM deployment from one server to another server. Everything works well except the routing of the e-mails. The exchange connector is installed without problems. Mails however are not send and creates (unexpected) errors on the client. In KB861418, MS states that The Microsoft CRM Exchange E-mail Router is designed to work with one Microsoft CRM Server installation. During the installation process, you can add more than one Microsoft CRM Server in the wizard, but the router will only send e-mails to the first Microsoft CRM Server that is available. We never moved the CRM from the old server, but kept it there as a BackUp solution. Is the above mentioned KB article referring to actual active CRM-servers, or just any CRM server available? If this is the problem, how is everybody else handling with this kind of situation, and if not what could cause the problem? Kind regards, Willem van Rooij Business Network Systems Tag: User Lookup Tag: 43253
  - 21
    - CRM licensing question... I bought a sales module and 5 sales pro user. Now i want to add 5 service user. Should i buy a service module, 5 service pro user and add them to the my sales module? Or should i buy suite modul and install CRM from the beginning? Another question: if some user have sales and service licensing does he have the same functionality like user whith suit licensing? Best regards Luck Tag: User Lookup Tag: 43251
  - 22
    - Schema Manager - Date field not working Hi Guys, I have added 2 fields in the Schema manager, both of type "Date & Time". After publishing the Customizations, i add these into the CRM, but cannot use them in the Workflow Manager? Does anyone know why? Rgds Jefferson Tag: User Lookup Tag: 43249
  - 23
    - ZIP/PostCodes and CRM How do you link the Post Code Database so that when you time in Post Code it populates the Address fields? Tag: User Lookup Tag: 43248
  - 24
    - MSCRM 3.0 database Hi, Does anybody about the MSCRM 3.0 database, does it use the same schema as 1.x? In other words will there be any data conversion needed when upgrading? I browsed through the MS whitepaper about upgrading but I did not see anything about upgrading the DB or data migration. So I assumed that just the application will be upgraded (as well as email router etc.) and the 1.x version database will remain the same. But on the other hand, since for example there will be a possibility in the 3.0 to create custom entities, I'm not sure if they can handle everything with the old schema. If anybody knows any info about this, please let me know. Thanks. Tag: User Lookup Tag: 43246
  - 25
    - Workflow - Logical User I have a workflow which sets the first activity to a team leader. I then want the team leader to assign this activity to one of his team and then all other activities set in the workflow to be assigned to this user. I was hoping logical user would help in this situation but is doesn't. Any ideas Thanks James Tag: User Lookup Tag: 43244

Can anyone tell me how I can add a user lookup to a form? When I add a field
using createdby or modifiedby on the Lead Form. The lookup is disabled.

--
Thanks in advance,
Rick

Top

RE: User Lookup by MattNC

MattNC
Mon Aug 29 10:50:27 CDT 2005

They are disabled because they are filled automatically depending on who
created the lead or last modified it. Unfortunately, there is no way to add
custom lookup fields.
--
Matt Wittemann
http://icu-mscrm.blogspot.com

"Rick" wrote:

> Can anyone tell me how I can add a user lookup to a form? When I add a field
> using createdby or modifiedby on the Lead Form. The lookup is disabled.
>
> --
> Thanks in advance,
> Rick
>
>
>

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