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- Previous
  - 1
    - Add a button to CRM Grid row Hi, In MSCRM , Service Request details are displayed in the grid. I need to place a delete button on each grid item and that need to be enabled or disabled based on specific business rules. How can I achieve this? Do I need to extend the grid funcionality? or any other sugessions. Reply to this message is well appriciated. Regards Gopal Tag: Welcome note in CRM Homepage Tag: 91527
  - 2
    - MSCRMMobileSubscriptions.mdf keeps growing in size Hi, We have CRM Mobile installed and have found that the MSCRMMobileSubscriptions.mdf has doubled in size from 2GB to 4GB in a few months, we have also noticed that it keeps growing in size, and we don't actually use it. Any ideas on why it would keep growing so rapidly with no use of it? Thanks Tag: Welcome note in CRM Homepage Tag: 91526
  - 3
    - CRM Router We are looking to use a third party service for our email. Would we still need the CRM router? Tag: Welcome note in CRM Homepage Tag: 91521
  - 4
    - CRM Forms J Script Hi I want to update an attribute on the contact form when a phone call for the contact is closed. Can someone please advise me how i could go about this? Any help would be appreciated. Kind Regards Ridhima Tag: Welcome note in CRM Homepage Tag: 91515
  - 5
    - Sorting Contacts Question I have changed the sorting of contacts from the CRM-Standard, First Name Last Name to the following; Last Name, First Name Question - Is there any way to automatically apply this type of change for all existing contacts? I know it states that it will apply the cahnge for all contacts moving forward, but that seems incredibly confusing for an end use to have to look at a combination of the two sortings... Thanks in advance, Tag: Welcome note in CRM Homepage Tag: 91513
  - 6
    - Static excel export is OK, but dynamic export fails? Anyone any ideas why a specific user can export a specific Saved View to a static Excel worksheet, but not to a dynamic worksheet? To be sure, both options (static and dynamic) are available, but when the dynamic option is chosen, Excel opens, loads the column names, but diplays no records. With the static option, all records appear. Puzzled! Tag: Welcome note in CRM Homepage Tag: 91512
  - 7
    - CRM Activity logs Can someone please guide me if the CRM comes with a tool in which I can audit the changes users make to records, etc. Or is this something that I can do with SQL Server? Thanks Tag: Welcome note in CRM Homepage Tag: 91509
  - 8
    - Make account History's view filter configurable to each user In CRM, when looking at the "History" details for an account, the default filter is "Last 30 Days". In my case, I would prefer to be able to configure my view to default to "ALL". But I can't configure to a personal default, just the system-imposed default of "Last 30 Days". While personalized configuration for many other views is possible, it doesn't seem to be for this situation. Can it please be configurable? ---------------- 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=ee8dfd20-4982-4682-95c0-015214eb9b06&dg=microsoft.public.crm Tag: Welcome note in CRM Homepage Tag: 91507
  - 9
    - CRM 3.0 fresh install, Outlook Client unable to connect w/o VPN After reading over and over the newsgroups, it appears that Outlook clients should be able to connect to CRM without a VPN; however, I have failed to do so. Here is the current setup. SBS2003 w/ Exchange 2003 running CRM router service 2003Server running CRM and SQL and SRS Internal LAN - Outlook and Web-Based crm (http://crm) functions without issue. External WAN - passing through Cisco Pix 501 (opened all neccessary TCP and UDP ports)....Outlook clients (on and off-premise setup) work without issue via the Microsoft VPN to the SBS2003 server. BUT, turn off the VPN, and I am unable to connect. I have found the w/o the VPN, I must move the http://crm.domain.com into the Trusted Sites vs. the Local Intranet to get the CRM to function. I have also found the authentication doesn't seeem to pass when on the WAN because you must enter home\username and pswd. Any suggestions? P.S. I have tried all suggestion on kbhttp://support.microsoft.com/kb/910090 P.S.S. I have installed the Rollup2 Tag: Welcome note in CRM Homepage Tag: 91506
  - 10
    - Case and Custom Entity Is it possible to relate Cases to a custom entity with the goal of creating Cases for the custom entity? Or can Cases only be created for Accounts and Contacts? Say my custom entity is called 'Licenses', I want to create a Case (ticket) for any issue that I may get for each License record. Thanks, James Tag: Welcome note in CRM Homepage Tag: 91505
  - 11
    - CRM Mobile Express Does someone tried to istall CRM Mobile express on Windows 2000 Server and if yes how you are overcome issue with deferent ASP.NET versions? Regards, Vladimir Tag: Welcome note in CRM Homepage Tag: 91502
  - 12
    - Point to a Specific Grid View from Opportunity Link I have added a link on the left navigation bar of the Opportunity called Metrics as well as a new view Opportunity View called Metrics. When the user clicks on the link I want it to load the Metrics view inside the grid. Is there a way to handle this? Thanks! Tag: Welcome note in CRM Homepage Tag: 91500
  - 13
    - Users can't access CRM via a VPN connection Hi -- we're trying to set it up so our remote users can VPN into the office and use CRM via their Outlook client. We have CRM 3.0 and we're using a Check Point firewall. The CRM Outlook client works great when they're in the office but when they try during a VPN session they get the infamous error: "There is a problem communicating with the Microsoft CRM server. The server might be unavailabe..." Outlook connects to the Exchange server as it should -- but for some reason CRM won't work. I've already looked through the KB article 910090 and none of that applies here (besides -- none of those would apply since it's working from inside the network). I've also tried accessing CRM from the web client and that also fails. When I try going to the site by name it just says the site cannot be found. When I try by IP address we are prompted for a login but after entering that we get a "page is under construction" site. I can ping the server by private IP address during the VPN session and I can RDP to it. I tried putting in an entry in the hosts file but that didn't make a difference. Any other ideas? Thanks! Tag: Welcome note in CRM Homepage Tag: 91499
  - 14
    - Relationship between Account and Case Hi All, How can you guys make relationship between the account and the case to get addresses attributes from account because I cannot relationship between Case and Address entity in CRM 3.0? Anybody knows it, let me know and I'd appreciated it. Thanks! Tag: Welcome note in CRM Homepage Tag: 91495
  - 15
    - A dynamic export in Excel has disappeared ... Hello, I have the following problem ... If I click in a view on export to Excel, the static tables are only reported in the opening window. I cannot explain to me why the dynamic tables do not appear any more. The problem has appeared after the change of the roles on the rider "enterprise management". What can this be due to? Greeting, BjÃ¶rn Kramer Tag: Welcome note in CRM Homepage Tag: 91494
  - 16
    - cant activate user I upgraded an CRM 1.2 installation to CRM 3.0 - with no big problems. But now I cannot activate users or change restricted access mode setting. When I try to do this and hit save and exit an error page appears. Anyone any idea where I could look at to solve this problem? Tag: Welcome note in CRM Homepage Tag: 91492
  - 17
    - Problem going offline Hi, I had problem going offline with several clients and after searching internet I found a hotfix kb934370 which I tested and it solved the problem on our test environment. So I also installed it on our production environment to solve the same problem. But I got the following error in the eventviewer on the laptop in production environment: An error occurred during Offline Synchronization. Try going offline again, or restart Microsoft Outlook. Exception happened Exception from HRESULT: 0x80040107.. Error code: -2147221241. . Stack Trace Info: at Microsoft.Crm.Application.Outlook.AddinInteropProxy.SyncToOutlookClass.Download() at Microsoft.Crm.Application.SMWrappers.OfflineSync.SyncToOutlook() at Microsoft.Crm.Application.SMWrappers.OfflineSync.SyncThreadMethod() . For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. I'm unable to go offline at all and I have tried to search for this error without any luck so anyone have any experience with this? Regards PÃ¥l Tag: Welcome note in CRM Homepage Tag: 91491
  - 18
    - How to hide left hand nav_bars on entities Hi how can we hide the same... whether this can be done for custom entities. please help regards Ritesh Tag: Welcome note in CRM Homepage Tag: 91484
  - 19
    - add a new "Area"/change existing to the left corner/navigation pan Is it possible to add a new "Area"/change existing to the left corner/navigation Pane in CRM 3.0? I know it possible with With sitemap for workplace. I would like to add a new sub area and customize/rename existing under Campaign form. Where we have links under left corner like Details : Information, Plainning Tasks, Campaign Activities, campaign responses I tried modifying the sitemap. Any suggestions? Tag: Welcome note in CRM Homepage Tag: 91482
  - 20
    - Reports issue Hi All, I can access the reports at CRM server but if i try to access same CRM reports from any other computer on the LAN then i receive Following error. I am using Administrative Account. An error has occurred during report processing. (rsProcessingAborted) Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. Interestingly, if i open any report once at CRM server, then i am able to open reports from any other computer also for few minutes. And when some kind of session expires then i get same error. Tag: Welcome note in CRM Homepage Tag: 91474
  - 21
    - Failed to open Account record after converting Lead to Account We are using CRM 3.0. When I open the newly created Account after executing Convert Lead to Account, I get the error message: "An error has occurred. For more information, contact your system administrator". When I turn on CRM Trace, I get the following error message log: >MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Exception of type System.Web.HttpUnhandledException was thrown. Error Number: 0x80042C2B Error Message: Exception from HRESULT: 0x80042C2B. Error Details: Exception from HRESULT: 0x80042C2B. Source File: Not available Line Number: Not available Request URL: http://crm/sfa/accts/edit.aspx?id={ACFE76D8-4C87-DC11-A971-00B0D0FE5CC4} Stack Trace Info: Exception of type System.Web.HttpUnhandledException was thrown. at System.Web.UI.Page.HandleError(Exception e) > at System.Web.UI.Page.ProcessRequestMain() > at System.Web.UI.Page.ProcessRequest() > at System.Web.UI.Page.ProcessRequest(HttpContext context) > at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() > at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at Microsoft.Crm.Platform.ComProxy.CRMAccountClass.Retrieve(CUserAuth& Caller, String AccountId, String ColumnSetXML) > at Microsoft.Crm.Application.Platform.Account.InternalRetrieve(String id, String columnSet) > at Microsoft.Crm.Application.Platform.Entity.Retrieve(String columnSet) > at Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) > at Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) > at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) > at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) > at Microsoft.Crm.Web.SFA.AccountDetailPage.ConfigureForm() > at Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) > at System.Web.UI.Control.PreRenderRecursiveInternal() > at System.Web.UI.Page.ProcessRequestMain() Type: Platform I looked at the backend MSCRM SQL database and found that the affected Account record was missing a value in the "OwningUser" field. This was suppose to be transferred over from the Lead conversion. If I manually update the OwningUser field with an existing ID value, then I can open the Account record without a problem. Does anyone know how to fix this problem? Thanks, Vouy Tag: Welcome note in CRM Homepage Tag: 91473
  - 22
    - Is there a way to show in the e-mails on the history screen main Is there a way to show in the e-mails on the history screen main screen whether an attachment is attached Like the paper clip in outlook icon. This would be very helpful when looking at historical e-mails ---------------- 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=da2dd8f5-0319-410a-b3be-e1590c82b13b&dg=microsoft.public.crm Tag: Welcome note in CRM Homepage Tag: 91470
  - 23
    - SBS CRM & RSS I am curious to see if anyone has been able to get RSS feeds working properly on a SBS install of CRM 3.0. I've found a few sites but those suggestions don't seem to help. If anyone has any suggestions it would be greatly appreciated. J. Tag: Welcome note in CRM Homepage Tag: 91469
  - 24
    - CRM Adapter and SQL2005 We read the preq's and have Windows SBS with GP90 and CRM30, but it's telling me that SQL2000 must be installed. This is a new GP install and we're already on SQL2005. Is there a patch or work around that let's the GP90 CRM30 adapter work with SQL2005? Thanks, mdillon@on-targetsolutions.net Tag: Welcome note in CRM Homepage Tag: 91467
  - 25
    - actualend on activitypointerbase How does actualend column get updated on activitypointerbase table? I have marked some activities (EMail, phone, etc)as completed but the actualend date is set to null. Thanks. Rajiv Tag: Welcome note in CRM Homepage Tag: 91466
- Next
  - 1
    - issues when two people use the "accept" button on the same queue t We use a lot of queues for our business to handle tasks and phone calls. When an employee is ready to perform a task, he or she will refresh the queue which holds the task, then accept the task. The problem is that if person A uses the "accept" button on an activity out of a queue and then person B accepts the same activity, the activity does not show up in either person's in progress queue--and it is missing from the originating queue. In fact, if you attempt to open the activity at that time (by navigating to it's parent) and assign it back to the queue, or any other user, it generates an error stating that you cannot do that when an activity is closed. The activity is not closed though; it is fully able to be edited / etc. It is easy to run into this problem, because if you have several people accepting activities in the same queue, you cant always refresh the queue fast enough to know if an activity has already been accepted or not. Does anyone know what to do about this? Tag: Welcome note in CRM Homepage Tag: 91464
  - 2
    - Error when trying to add entity in admin interface Anyone experiencing this issue? I am able to bring up both the mobile client and the administration interface. However, when i am in the administration interface and I am trying to add an entity, and I get the following error: Server Error in '/MobileClient' Application. -------------------------------------------------------------------------------- The operation has timed out Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Net.WebException: The operation has timed out Source Error: Line 100: [System.Web.Services.Protocols.SoapDocumentMethodAttribute("http://schemas.microsoft.com/crm/2006/WebServices/RetrieveEntityMetadata", RequestNamespace="http://schemas.microsoft.com/crm/2006/WebServices", ResponseNamespace="http://schemas.microsoft.com/crm/2006/WebServices", Use=System.Web.Services.Description.SoapBindingUse.Literal, ParameterStyle=System.Web.Services.Protocols.SoapParameterStyle.Wrapped)] Line 101: public EntityMetadata RetrieveEntityMetadata(string entityName, EntityFlags flags) { Line 102: object[] results = this.Invoke("RetrieveEntityMetadata", new object[] { Line 103: entityName, Line 104: flags}); Source File: c:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\mobileclient\482a8881\f37d5b5\App_WebReferences.3t-hqezq.1.cs Line: 102 Stack Trace: [WebException: The operation has timed out] System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request) +54 System.Web.Services.Protocols.HttpWebClientProtocol.GetWebResponse(WebRequest request) +4 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +172 Microsoft.Crm.Sandbox.Mobile.MetadataServiceSdk.MetadataService.RetrieveEntityMetadata(String entityName, EntityFlags flags) in c:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\mobileclient\482a8881\f37d5b5\App_WebReferences.3t-hqezq.1.cs:102 Microsoft.Crm.Sandbox.Mobile.AddEntity.AddEntityToList(String entityName) in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:139 Microsoft.Crm.Sandbox.Mobile.AddEntity.AddEntitiesToList() in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:90 Microsoft.Crm.Sandbox.Mobile.AddEntity.Page_Load(Object sender, EventArgs e) in c:\CRM Mobile Express\Administrative Interface\AddEntity.aspx.cs:63 System.Web.Util.CalliHelper.EventArgFunctionCaller(IntPtr fp, Object o, Object t, EventArgs e) +15 System.Web.Util.CalliEventHandlerDelegateProxy.Callback(Object sender, EventArgs e) +34 System.Web.UI.Control.OnLoad(EventArgs e) +99 System.Web.UI.Control.LoadRecursive() +47 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +1061 Tag: Welcome note in CRM Homepage Tag: 91462
  - 3
    - Outlook Client - Mapping - How does it work? Hi all, could anybody explain to me how Outlook &/or MS CRM 3.0 identifies the fields that are mapped please? I'm working on an Outlook Client implementation and will have to include extra fields in the synchronization. I've seen the post on how to show the Parent Account field, but need more info on how Outlook knows that FIELD X = FIELD Y in MS CRM (or the other way around)... The other problem we've come across is that a lot of our customised fields have an underscore in them (ie: PREFIX_FIELDNAME, with the prefix denoting that it's a custo). however, when I try to create a new field in Outlook, it refuses the underscore character. Any ideas as to a solution, please? We can't rename all of out customised fields. Many thanks in advance to anyone who can help me out here. Christopher -- Christopher Grove Tag: Welcome note in CRM Homepage Tag: 91460
  - 4
    - CRM and Outlook Calendar Sync. I am just starting out with using CRM. One issue I am having is that if you enter an appointment in your outlook calendar and "track in CRM" your fine. But if you enter an appointment in the CRM calendar there is no way to see it from your outlook calendar. Is this just the way it is or am I missing something? Tag: Welcome note in CRM Homepage Tag: 91450
  - 5
    - Can not send emails within Exchange accounts, but external emails work So basically I have setup some rules mainly for cases. Whenever a serious case is created I want certain people within the organization (MS Exchange server) to be notified. If I use an email address of anybody within the organization it doesn't work, but if I use an external account, like Gmail or Hotmail, the email is sent without a problem. On the CRM server, in the Events log under Applications, I'm getting a Usrenv Event id#1030 almost every 5 minutes, so not sure if that would affect sending emails to people within the same Exchange environment. I'm lost and any help would be appreciated. I'm running the latest version of CRM with all updates installed. Cheers, Mathew Tag: Welcome note in CRM Homepage Tag: 91449
  - 6
    - Calculating Taxes in CRM Hi all, I am putting together some new reports for printing out quotes, etc for clients rather than exporting the data to excel, formatting and then sending out. I've got the reports from the Sandbox running, and I've modified them to our standards, but now I need to calculate taxes on the quotes for clients. In CRM, this is simply for show and tell, it doesn't mean anything to the bottom line since taxes have no bearing on the revenue of a company. GP sorts this out and accounts for it correctly on our back-end. Problem #1: We do business in more than one country (why CRM is US centric is beyond me in today's global business society), we are using c360's multicurrency add-in to deal with the four primary currencies we sell in, USD, CAD, JPY and EUR. We have offices in 7 different countries all using the same CRM system and we need to calculate taxes based on the local tax requirements. Problem #2: Dealing the additional tax line for GST/VAT/etc in overtaxed countries like Canada, UK, etc. My first instinct is to simply create a different quote report for each country that we sell in and calculate the taxes in each report, but as a perfectionist programmer, this seems a bit sluggish. I wanted to field some feedback on this first to see if anyone has any suggestions for handling this. Lastly, I know that CRM 4 handles multicurrency (which will really open up the product world-wide), but does it handle taxes for the global market as well? -- Chad Sichello / G-SKY Tag: Welcome note in CRM Homepage Tag: 91448
  - 7
    - Hide the 'save' and 'save and close' buttons Hi, I keep users from saving an entity using the event.returnValue = false; along with an alert in the onsave event. However, I consider it is a bit stupid to let these buttons available only to tell the user he can't save. I would thus like to hide them, and to have the alert displayed only when ctrl+s is pressed. Thanks Tag: Welcome note in CRM Homepage Tag: 91447
  - 8
    - Default Custom Views Many of our users want to be able to default their own custom views rather than have the system view as their default. Currently this is not available in 3.0 nor 4.0. Should be part of their profile. Thanks. -- BC ---------------- 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=2b8dfcb0-8730-4f24-bae3-fdd411b3101d&dg=microsoft.public.crm Tag: Welcome note in CRM Homepage Tag: 91446
  - 9
    - Server Error in '/' Application Exception from HRESULT: 0x80044151 I can not find out what this error means let alone how to fix it. Randomly my users get this error when trying to access their activities folder in CRM. It could happen once a week or everyday then stop for a week, completely unpredictable. What I have been doing to get it back up and working temporally would be clearing the Application, System, and CRMExRouter logs. After a few minutes they can get back to work, but my goal is not to even have to do that. If anyone can help me or shed light on to what I need to do it will be much appreciated. Below is the error my users see if you need anymore information let me know. Server Error in '/' Application. ________________________________________ Exception from HRESULT: 0x80044151. 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.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80044151. 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: [COMException (0x80044151): Exception from HRESULT: 0x80044151.] Microsoft.Crm.Platform.ComProxy.CRMQueryClass.ExecuteQuery(CUserAuth& Caller, String QueryXML) +0 Microsoft.Crm.ApplicationQuery.GetViewData() +239 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.GetDataXml(QueryBuilder qb) +193 Microsoft.Crm.Application.Controls.AppGridDataProvider.Execute() +156 Microsoft.Crm.Application.Controls.ActivitiesGridDataProvider.Execute() +5 Microsoft.Crm.Application.Controls.AppGridUIProvider.Render(HtmlTextWriter output) +229 Microsoft.Crm.Application.Components.UI.DataGrid.RenderData(HtmlTextWriter output) +531 Microsoft.Crm.Application.Components.UI.DataGrid.RenderInnerHtml(HtmlTextWriter output) +471 Microsoft.Crm.Application.Components.UI.DataGrid.Render(HtmlTextWriter output) +125 Microsoft.Crm.Application.Controls.AppGrid.Render(HtmlTextWriter writer) +126 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Control.RenderChildren(HtmlTextWriter writer) +72 System.Web.UI.Control.Render(HtmlTextWriter writer) +7 System.Web.UI.Control.RenderControl(HtmlTextWriter writer) +243 System.Web.UI.Page.ProcessRequestMain() +1926 Tag: Welcome note in CRM Homepage Tag: 91441
  - 10
    - Quick Campaign Pending Hello, I have a problem with a quick campaign. After creating a quick campaign (only sending a letter to 8 accounts), my campaign is still pending. I also see now activities. Does anyone have an idea?? Please let me know. Tag: Welcome note in CRM Homepage Tag: 91432
  - 11
    - Restriction on appending data to custom fields on Account Form? I'm having problems appending data to a custom field on the Account Form. However, the code works perfectly on a custom form, I've made. Btw, the ONLOAD code is: crmForm.all.fieldname.DataValue = 'Text'; On the custom form, the field is filled with the word Text, but on the Account form, nothing happens. Is there some kind of restriction on the account form, and if so - is it possible to remove this restriction? Thanks Tag: Welcome note in CRM Homepage Tag: 91427
  - 12
    - Make entity read only Hi, I have a high number of records for an entity, each of them being stored twice. The reason is that half of them is supposed to be modifiable and the other half is not for the sake of reporting. There is thus a flag 'modifiable'. My question is : is it possible to make read only the records that are not modifiable based on that flag? Thanks! Tag: Welcome note in CRM Homepage Tag: 91426
  - 13
    - Callout for Entity Sharing Hi, I want to run some custom code whenever an entity is shared with team/user in CRM3.0. I do not see any caalout available for like preshare or postshare. Pls help me out in finding a solution for the above scenario. Thanks, Mahalax. Tag: Welcome note in CRM Homepage Tag: 91425
  - 14
    - security roles We have privileges (create, delete, update etc..) for all the MS CRM entities. I want to know how access level (user, business unit, parent-child, organization) will have an impact on the create privilege. Let us take an example with two users. User1 has got create privilege with user level access. And user2 has got create privilege with business unit level access. I do not find any limitation between two users, while creating a new record. Can you please explain how access level will have an impact on create privilege. Thanks & Regards V.Kannan ---------------- 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=40e7e4df-b45f-4bc7-8da2-f6af599fc0d4&dg=microsoft.public.crm Tag: Welcome note in CRM Homepage Tag: 91422
  - 15
    - Territory Managment ISV Hi All Are there any ISV's out there that have Territory Management solutions. Terrirtory managment involves the planning of call cycles and visits. Territory Management also includes the managing and targeting a portfolio of customers with specific campaigns and products. Thanks in advance Tag: Welcome note in CRM Homepage Tag: 91421
  - 16
    - Mass Deletion in CRM 3.0 Is there any way to delete more than 250 contacts at once? Thanks in advance, Tag: Welcome note in CRM Homepage Tag: 91415
  - 17
    - CRM Problems Hello, We have implemented CRM 3.0 with two Web Servers, with NLB implemented, and one DB server. After about two to three weeks the Web servers will display the Error message below in the Sys Log and then the Reports function will no longer work. The servers have to be rebooted in order for the function to work again. DNS is maintained by a 3rd party appliance, not MS. I know this could be network related but have checked again and again and can't find anything. NIC drivers are one release back and there we no fixes listed for this kind of problem. Double Hop Kerberos authentication is set up from MS specs. I am assuming if this was incorrect it would not work from the beginning. Any suggestions are appreciated. Thanks. Jim Event Type: Warning Event Source: LSASRV Event Category: SPNEGO (Negotiator) Event ID: 40960 Date: 10/30/2007 Time: 2:37:03 PM User: N/A Computer: Web Server Description: The Security System detected an authentication error for the server HTTP/database server.com. The failure code from authentication protocol Kerberos was "There are currently no logon servers available to service the logon request. (0xc000005e)". For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 5e 00 00 c0 ^..=C0 Event Type: Warning Event Source: LSASRV Event Category: SPNEGO (Negotiator) Event ID: 40960 Date: 10/30/2007 Time: 2:04:14 PM User: N/A Computer: Web Server Description: The Security System detected an authentication error for the server cifs/databse server.com. The failure code from authentication protocol Kerberos was "There are currently no logon servers available to service the logon request. (0xc000005e)". For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 5e 00 00 c0 ^..=C0 Event Type: Error Event Source: NETLOGON Event Category: None Event ID: 5719 Date: 10/30/2007 Time: 4:17:55 PM User: N/A Computer: Web Server Description: This computer was not able to set up a secure session with a domain controller in domain DOMAIN due to the following: Not enough storage is available to process this command. This may lead to authentication problems. Make sure that this computer is connected to the network. If the problem persists, please contact your domain administrator. ADDITIONAL INFO If this computer is a domain controller for the specified domain, it sets up the secure session to the primary domain controller emulator in the specified domain. Otherwise, this computer sets up the secure session to any domain controller in the specified domain. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Data: 0000: 17 00 00 c0 ...=C0 Tag: Welcome note in CRM Homepage Tag: 91407
  - 18
    - When is CRM 4.0 to be Released? Has Microsoft made an official statement on the release date of CRM 4.0? -- Brandon http://www.presentationsdirect.com Tag: Welcome note in CRM Homepage Tag: 91398
  - 19
    - Reporting Question I have a custom report that I need to run every month. However, I am needing to change the query each time I run it to change the date that this report is centered around. Can anyone tell me an easy to do this without having to recreate a report each month and export it to excel and change the formatting?? Please help. Tag: Welcome note in CRM Homepage Tag: 91397
  - 20
    - HELP - CRM & Exchange migration issue Hello we are running CRM 3.0/W2K3/and E2K3. CRM and E2K3 were installed on Server1. As part of an Exchange move to a new server we moved the mailboxes to Server2, but leaving the Exchange services running on Server1 for another 1-2 weeks to make sure all are switched over. Anyways, Monday morning we started experiencing the following errors in the App Log on Server1 with users experiencing inconsistent problems. All users mailboxes moved, but some able to access CRM, while others notbeing to access it via Outlook client --------------------------------------------------------------------------------------------- Event Type: Error Event Source: MSCRMExRouterService Event Category: None Event ID: 0 Date: 10/30/2007 Time: 3:13:41 PM User: N/A Computer: SERVER1 Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Connection to mailbox: CRMMail failed (System.Runtime.InteropServices.COMException (0x80550052): The mailbox was not located on this server. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)). ---> System.Runtime.InteropServices.COMException (0x80550052): The mailbox was not located on this server. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. ---------------------------------------------------------------------------------------- It appears to be something with the CRM ExRouter for. We want to leave the CRM server running on Server 1 when all is said and done. Do we just need to install the CRMEx Router service on Server2, where the mailboxes reside? Thanks in advance Tag: Welcome note in CRM Homepage Tag: 91395
  - 21
    - multiple instances of CRM 3.0 on one server? A customer of ours wants to install multiple instances of CRM 3.0 on one server, connecting to multiple databases on the same server. Not sure if this is supported. Furthermore, would the Exchange Router install more than once on the Exchange Server? Thanks in advance for info. Tag: Welcome note in CRM Homepage Tag: 91389
  - 22
    - From Address : Queue Is there a way to set up the CRM so that responses to tickets or emails in a queue come from the group address rather than the individual user's address? Tag: Welcome note in CRM Homepage Tag: 91388
  - 23
    - CRM install on SBS2003 r2 trying to install can keep getting 2 error messages preventing moving forward: - SQL Server: the full text component is not installed on the specified SQL server. - failed to locate the Web Application configuration file. we've checked and rechecked the SQL Reporting services and indexing and they seem to be configured properly. Not currently using SQL for any other application. Any suggestions? Tag: Welcome note in CRM Homepage Tag: 91386
  - 24
    - User Login Can I login as a different user on CRM 3.0? If so, how? Tag: Welcome note in CRM Homepage Tag: 91384
  - 25
    - Install CRM Exchange E-mail Router with Pop3 Services Hi, I saw at last Microsoft Virtual Machine that it is possible to install CRM Exchange e-mail router to server with pop3 services (no exchange), but when I try to install on my server CRM not find the mailbox. How is this done? Tag: Welcome note in CRM Homepage Tag: 91383

Hi,

In MSCRM Homepage, I want to display a welcome message based on login
user's role and need to display user name and date and in-addition a
message should be displayed in scrollbar with number of Service
requests allocated to that user.

Any sugessions to implement this in MSCRM?

Regards
Gopal

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RE: Welcome note in CRM Homepage by DavidJennaway

DavidJennaway
Fri Nov 02 03:58:00 PDT 2007

Looks like that would need to be written as a custom .aspx page. You can then
modify SiteMap to display the .aspx page
--
David Jennaway - Microsoft Dynamics CRM MVP
Web: http://www.excitation.co.uk

"crmonnet@gmail.com" wrote:

> Hi,
>
> In MSCRM Homepage, I want to display a welcome message based on login
> user's role and need to display user name and date and in-addition a
> message should be displayed in scrollbar with number of Service
> requests allocated to that user.
>
> Any sugessions to implement this in MSCRM?
>
> Regards
> Gopal
>
>

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