WorkFlow Email Notifications

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- Previous
  - 1
    - Advanced find stoppes working Hi all, I have came accross a biozarre issue. It is similiar to one of those posted here however it persist to exist even though all known to me troubleshooting. CRM 3.0 via terminal services and outlook 2003. When clicking on advanced find nothing happens although the toolbar is there and not greyedout. reinstalling Client helps for a day or two reinstalling Client from Add/ Remove programs helps for few days. upgraded to V3C and TS scripts that go with it - helped for almost two weeks until last day when it stopped working. I was tempted to repair Outlook on TS but I am lost for hope. Any suggestion would be greatly appreciated. Thanks Tag: WorkFlow Email Notifications Tag: 92591
  - 2
    - Workflow error Hi We have created a workflow that automatically generates a sequential number for an Order, once it has been converted from a Quote. This workflow can work fine for days on end, and then suddenly fails with 2 or 3 Orders in a row displaying the error message in the workflow monitor of 80044151. Having searched for this error, it seems to point to installing Update Rollup 1. This has already been done, along with Rollup 2. We are using SQL Server 2000. Can anyone help with this issue â?? we have run out of things to try. -- Many Thanks Jan_s Tag: WorkFlow Email Notifications Tag: 92590
  - 3
    - Login failed ? Hi I get this error in a CRM addon and can't access reports for some of the users on a terminal server. SQL/rep. and CRM is on seperate servers and disableloopback 1 is set on all 3 servers. Some users don't have problem and others do, I tried many things but it just won't work. Any clues ?? Server Error in '/NN' Application. -------------------------------------------------------------------------------- Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. 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.Data.OleDb.OleDbException: Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. 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: [OleDbException (0x80040e4d): Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'.] System.Data.OleDb.OleDbConnectionInternal..ctor(OleDbConnectionString constr, OleDbConnection connection) +1059617 System.Data.OleDb.OleDbConnectionFactory.CreateConnection(DbConnectionOptions options, Object poolGroupProviderInfo, DbConnectionPool pool, DbConnection owningObject) +53 System.Data.ProviderBase.DbConnectionFactory.CreateNonPooledConnection(DbConnection owningConnection, DbConnectionPoolGroup poolGroup) +27 System.Data.ProviderBase.DbConnectionFactory.GetConnection(DbConnection owningConnection) +47 System.Data.ProviderBase.DbConnectionClosed.OpenConnection(DbConnection outerConnection, DbConnectionFactory connectionFactory) +105 System.Data.OleDb.OleDbConnection.Open() +37 CrmExtensions.NN.Core.Company.FillFromCrm(Guid Id, EntityType Type) +133 CompanyList.Page_Load(Object sender, EventArgs e) +499 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: WorkFlow Email Notifications Tag: 92589
  - 4
    - Locked Fields On the quote log entity the fields refering to shipping addresses are all mandatory locked fields and I want to get rid of them. How do I do that? Tag: WorkFlow Email Notifications Tag: 92588
  - 5
    - V CARD How can I import an outlook v-card/vcard into CRM easily. WHen i drag and drop the vcard into my "Contacts in CRM" folder, it does not show up. Tag: WorkFlow Email Notifications Tag: 92585
  - 6
    - How can I block an owner change something from other owner About roles. Can I block a user to change something from another owner. How can I do that? I have a "My Change view"? like in incident Marco Paulo Tag: WorkFlow Email Notifications Tag: 92583
  - 7
    - Convert a lead to a contact without loosing the company name When converting a lead to a contact you should be able to retain the company name. ---------------- 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=dd31d3fd-af2c-408d-8156-61a3ef46d0e5&dg=microsoft.public.crm Tag: WorkFlow Email Notifications Tag: 92582
  - 8
    - The specified date is invalid Hello, We have specified the date settings for our CRM 3.0 (Rollup 2) installation as dd-mm-yyyy. When I'm adding a date, like 31/12/07 I get a warning: The specified date is invalid. Enter a date in the format: DD/MM/YYYY. When I enter a date like 31-12-07 I get no warning (and that's OK). Does anyone know were to change the date warning, so I can replace the / by - ? I didn't found it at the Messages section of the Contact entity. The system settings are set to dd-mm-yyyy. Thanks in advantage. Tag: WorkFlow Email Notifications Tag: 92581
  - 9
    - calling onChange of a field hi, is it possible to call onChange event of a field, from the onChange event of diffrent field within the same form? Tag: WorkFlow Email Notifications Tag: 92579
  - 10
    - MSCRM Bulk Email Service Error I am trying to have a workflow email a user that a lead has been assigned to them. The workflow Monitor says it has run, but it never comes through. I have read that you need to have the Bulk Email Service running, but when I enable it and start it I get the following error. Any Suggestions? The description for Event ID ( 0 ) in Source ( CrmBulkMailService ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: Service started. Thanks, Erik Tag: WorkFlow Email Notifications Tag: 92578
  - 11
    - Share records Hello - Does anyone know how CRM stores the information in SQL about sharing records? example: where does CRM store that account X owned by me is shared (with certain rights) with John Doe? - Is er there a way to visualize these thing in CRM? example: is there a way to create an "advanced find view" which gives me alle the accounts owned by me, but shared with someone else Many thanks in advance! Tag: WorkFlow Email Notifications Tag: 92574
  - 12
    - Script errors Hello, I'm receiving currently quite many script errors like this : Character : 1 Error: Syntaxe error Code: 0 URL: http://myserver/Workplace/home_activites.aspx What can I do to get ride of them please ? Thank you Tag: WorkFlow Email Notifications Tag: 92573
  - 13
    - AX connector Is there any pre built AXapta connectors available for Dynamics CRM ? Tag: WorkFlow Email Notifications Tag: 92570
  - 14
    - Customizing the search in the "members of a marketing list" view Hi! We have a strange problem with the search in the "members of a marketing list" view. If we do a search for a last name, there are no hits, even though there is such a contact in the marketing list. If we do the search for the same contact with the first name or a "*" before the lastname (for example "*gates") we get the contact we were looking for. I guess our CRM is only searching in the field with the full name... Everywhere else, the search works as expected and we can find the contact even with searching only for his last name. I checked the default contact view and found an option where you can customize the fields where the search feature should be looking ... unfortunately there is no such option in the view of "members of a marketing list". Any ideas how I can customize the search behavior in members of a marketing list? Thanks! Tag: WorkFlow Email Notifications Tag: 92568
  - 15
    - Account Reparenting Hello, If Company A parents Company B and Company A is assigned a new owner, then Company B is reparented with the same new owner. I wasn't possible to configure the cascading. I am alone in this or is the a design flaw? Regards, James Kent Tag: WorkFlow Email Notifications Tag: 92567
  - 16
    - Problems with opportunity conversion function Hi I have been trying to code a function that allows one to convert an opportunity entity into a custom project entity. The specifications for this given by the client is as follows: Creates a new custom project entity containing all relevant fields(client and project name) Sets the opportunity as won Transfers all activities linked to the opportunity to the new project entity I've run into a problem with the last two. No matter what I do I always get the error 'SoapException was unhandled - Server was unable to process the request.' (MOST USELESS ERROR EVER!!) Stacktrace also simply tells me the error is somewhere while invoking. The function is reasonably lengthy, and this is the 3rd iteration of the code when I decided to replace activitypointer with dynamic entities. I have posted the code in a pastebin here: http://pastebin.com/m1fe76c56 ANY help would be appreciated, thanks. Tag: WorkFlow Email Notifications Tag: 92561
  - 17
    - System entity - System entity relationships? Hi I have run into abit of a problem when trying to customize a client's crm. Abit of background: The client is extensively involved in project management, which means they often need to create purchase orders on a client's behalf. This means that the person the order is for, the person the order should be billed to and the address the order needs to be delivered to may be 3 entirely different entities. Standard CRM supports seperate addresses to be used for billing and delivery, but isn't flexible enough to automatically fill in addresses of different accounts. So instead I was hoping to create new order -> account relationships, and then simply query that account to get its address (Each account has at most 2 addresses, postal and physical, more than one site means multiple related accounts). As it turns out, creating relationships between two system entities is impossible, has to be between a custom entity and another entity. If anyone could suggest a solution I would be thankful. Tag: WorkFlow Email Notifications Tag: 92560
  - 18
    - Cleanup CRMDiagplatformtrace folder Hello, Does anyone know how it is possible to cleanup the files that are standing in de CRMDiagplatformtrace folder? It's building up files and it's now more than 80GB! Any help would be great! Regards, Michiel Dekker the Netherlands Tag: WorkFlow Email Notifications Tag: 92558
  - 19
    - Writing Callouts in MS CRM 3.0 Hi , I am trying to write a postcreate callout in CRM 3.0.In that callout i am trying to give access to an user to read all opportunities.I am hardcoding both the user and entity with the help of Guid.but it is not working. this is the code.. public override void PostCreate(CalloutUserContext userContext, CalloutEntityContext entityContext, string postImageEntityXml) { //Create a CRM Service Object with default credentials CrmService service = new CrmService(); service.Credentials = System.Net.CredentialCache.DefaultCredentials; //assign (hardcode) the Manager Guid MgrUserId = new Guid("AEA3DEFB-6696-DC11-9427-003048695678"); //Define a SecurityPrincipal Object & assign PrincipalID to MgrUserId SecurityPrincipal princi = new SecurityPrincipal(); princi.Type = SecurityPrincipalType.User; princi.PrincipalId = MgrUserId; //Set the Access Rights to READ Access PrincipalAccess princiAccess = new PrincipalAccess(); princiAccess.Principal = princi; princiAccess.AccessMask = AccessRights.ReadAccess; //Create a TargetOwnedOpportunity obj & assign the current obj to it. TargetOwnedOpportunity tgt = new TargetOwnedOpportunity(); tgt.EntityId = entityContext.InstanceId; //Grant the Access to the Principal Object (i.e., Manager) GrantAccessRequest grant = new GrantAccessRequest(); grant.PrincipalAccess = princiAccess; grant.Target = tgt; GrantAccessResponse granted = (GrantAccessResponse)service.Execute(grant); //base.PostCreate(userContext, entityContext, postImageEntityXml); } can anybody hrlp me regarding this.. Tag: WorkFlow Email Notifications Tag: 92556
  - 20
    - Exception of type Microsoft.SharePoint.SoapServer.SoapServerExcept I got a msg. "Exception of type Microsoft.SharePoint.SoapServer.SoapServerException" was thrown" from Portal site when using he credential as below from preCreate method of CRM for creating folder in Portal: System.Net.NetworkCredential nc = new System.Net.NetworkCredential("someuser", "somepasswd", "somedomain"); System.Net.CredentialCache cc = new System.Net.CredentialCache(); cc.Add (new Uri (listService.Url), "NTLM", nc); listService.Credentials = cc; System.Xml.XmlNode result = listService.UpdateListItems ("http:/<Portalserver>/sites/<subsites>/<projectFolder/>", batchElement); can anyone hlp me to get rid of the error? Thanks Tag: WorkFlow Email Notifications Tag: 92549
  - 21
    - CRM-Portal collaboration sites Hi EveryOne, Heres what I am doing is that on the preCreate event - included of UpdateListItems for CreateFolder in Portal but but it seems that I got a throwed exception from Portal site: "Invocation Time Out" then Http requested failed status 401 " Unauthorized" msg Can anyone help me in trying to get rid of this error? Thanks in advance Can anyone help me in trying to get rid of this error? Thanks in advance Tag: WorkFlow Email Notifications Tag: 92548
  - 22
    - Update from CRM 3.0 to new CRM 4.0 At the moment we are runnig CRM 3.0. Because of the new multi-language feature of CRM 4.0 we want tu upgrate/update to the new version. Does anybody has further information about the necessary steps? Tag: WorkFlow Email Notifications Tag: 92543
  - 23
    - CRM 4 Hosted I have been considering CRM 3 for some time due to its integration with Dynamics GP 10 which I am currently running. From what I understand MSCRM 4 is a hosted application. Am I wrong? How will it integrate with my install of Dynamics GP 10 for sop etc? Tag: WorkFlow Email Notifications Tag: 92539
  - 24
    - how to allocate notes to accounts on db-level - notes disappear Hi, we have the phenomenon in CRM 3.0 that some notes disappear and then reappear which were entered at some accounts. I now wanted to get all the notes out of the SQL-db but cannot allocate them to the account or other entities they belong to. Does anyone know whether and how I can achieve this in SQL? Thanks, qp_meb Tag: WorkFlow Email Notifications Tag: 92535
  - 25
    - how to allocate notes to accounts on db-level - notes disappear Hi, we have the phenomenon in CRM 3.0 that some notes disappear and then reappear which were entered at some accounts. I now wanted to get all the notes out of the SQL-db but cannot allocate them to the account or other entities they belong to. Does anyone know whether and how I can achieve this in SQL? Thanks, qp_meb Tag: WorkFlow Email Notifications Tag: 92534
- Next
  - 1
    - Request Selection Hi, if we try to assign an activity to an open Request there are all Requests available (include closed). is there a way to show only open requests in this select-formular ? regards armin Tag: WorkFlow Email Notifications Tag: 92533
  - 2
    - CRM 3.0 and CRM 4.0 Dear All, We were implementing MSCRM for a very protential CRM customer (Education). Even they haven't signed the contract but we already started developing on the CRM 3.0, 3 weeks ago. A lot of customisation + .NET developing required on the version 3 but now we knew that we're reinventing the wheels as some of them will be already built in the V4 which one will be realease very soon (Q1-2008?) If we place order to MS now, we will receive the V4 earlier than Q1-2008, but it is V4, not V3 So now we decided moving the developing on V4 directly because no guarantee what we were building V3 will work with V4? But we don't have the real V4 installation CD + license now. We also requested the V4 trial license from MS Vietnam but they can't give to us. We downloaded the V4 R0 VPC image from the MS website and that ALL we have about the V4. My questions are: 1. Can we do customise on the V4 R0 VPC image and then we migrate the customisation from the VPC image to the real CRM Server machine whenever we receive the real V4 + license from MS? 2. Because we have done ~ 30% amount of customisation. So how can we migrate the customisation has been done on the V3 to the V4 R0 VPC image? Looking forward to your answers. Thanks in advanced, Duc Tag: WorkFlow Email Notifications Tag: 92531
  - 3
    - CRM Router - E-mail from pop3 connector sbs server - Happy thanksgiving- !! All done eating tofurkey and I can't help but think about a CRM problem that I can't figur out. Problem is the CRM exchange account is crm@server.local. If I route e-mail to it from matt@server.local (with matt@server.local in the e-mail TO field) it post it to the CRM server. If I route e-mail to it (of course through a rule etc) with matt@domainname.com it just disapears. It goes to the mailbox CRM@server.local but then is deleted. I have a queue with matt@domainname.com. It appears that the server can ONLY PROCESS @SERVER.LOCAL e-mail. Not good becaus all the real incomings are from a pop3 connector to the @domainname.com. Tag: WorkFlow Email Notifications Tag: 92522
  - 4
    - quick campaigns How can I merge an email to the marketing list used to create the quick campaign? I used copy and paste to set the merge codes in my email, but it does not work. Tag: WorkFlow Email Notifications Tag: 92516
  - 5
    - Issue for CRM 3.0 and Outllook 2007 Hi, I was able to access CRM 3.0 from Outlook 2007. It installs on Vista. I haved decided to modify selection for contact synchronisation in "local Data". I had the list and when I have selected the good choice, I had this message in French: "une erreur s'est produite..." - translation in English: "error, contact your adminsitrator". After this message, I was not able to access any data from CRM in Outlook. It's OK to acces with IE. I installed Roll up 2, uninstall and reinstall again, I have always the same message. Is it possible to have more detail in the message? What do you suggest? tks Robert Tag: WorkFlow Email Notifications Tag: 92513
  - 6
    - Marketing Lists - Exporting to Excel Hi, I am trying to export a list of contacts, which is greater than 5000, from a marketing list but everytime I try I only get 5000 records. This is a different problem to the throttling and Maxnumber of records registry setting solutions as I have tried all of these. If anyone has had the same problem and has managed fix it you advise would be much appreciated. Thanks. Tag: WorkFlow Email Notifications Tag: 92509
  - 7
    - Quick Campaign created duplicate activities Hi, Whenever we use quick campaign in CRM 3.0, it creates 3 activities for each contact. We have Rollup 2 installed but this did not fix the problem. I have looked around the internet for a solution to this but can't seem to find anything. Anyone got any ideas? It would be much appreciated. Thanks. Tag: WorkFlow Email Notifications Tag: 92504
  - 8
    - XP and Outlook different than CRM client? Is it possible or supported to install CRM 3.0 English Outlook Client Laptop version to operating system which is not English version. Or is it supported to install different version of Laptop Client than Outlook is. For example finnish version of CRM client to english version of Outlook. Tag: WorkFlow Email Notifications Tag: 92502
  - 9
    - Sorting a view by letter - doesn't quite work In the view, that displays a list of orders, I click one of the letters in the bottom. I want to show only orders, where the CUSTOMER NAME begins with that specific letter. However, my result is orders, where the SUBJECT/DESCRIPTION begins with that letter. It should be possible to select, which field ORDERS are sorted by, when clicking a letter in the bottom. ---------------- 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=591e2cb3-bbc0-45ed-a6d1-195402979e9f&dg=microsoft.public.crm Tag: WorkFlow Email Notifications Tag: 92497
  - 10
    - Installing CRM 3.0 as default Administrator account? Hi We've been warned against installing CRM 3.0 using the default domain Administrator account by Microsoft CRM partner. Instead it has been suggested to install CRM 3.0 using a new user called crmadmin with domain administratrion rights. Our test server is already installed/configured (and was done so using the default in Administrator account) so we would like to know why this is suggested, and if it is really required. So far I have not been able to find any information on the types of problems using the default Administrator account can cause. Is this a known typical install requirement? Can anyone here please shed some light on this? Tag: WorkFlow Email Notifications Tag: 92496
  - 11
    - Where can download latest CRM 3 Outlook CD Hi. May i know where can download the latest CRM 3 Outlook CD. this link it is the latest one http://www.microsoft.com/downloads/details.aspx?familyid=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en thank you Tag: WorkFlow Email Notifications Tag: 92491
  - 12
    - MS CRM External Connector Licence Hi, I have a few questions about the external connector licence. I understand that this allows you to connecto to CRM without a user necessarily being in AD. 1. When accessing the CRM Web Service, you need to impersonate a user through network credentials [e.g. myService.Credentials = new NetworkCredential("PrivUserName","PrivUserPassword","PrivUserDomain")]. How is this possible with an external user? 2. I have a website with an enquiry form. Details entered in this form will be pushed through as Leads. From what I understand, "external users" cannot own records so how is this achieved without impersonation? 2a. Using this same example, if I personate a user with a valid CAL (default System Administrator account for example) and I have all leads entered through the website using this account, is this within the scope of the "External Connector" licence? Can I just "legally" use my existing CAL for this purpose? Any help is appreciated and please correct me if my assumptions are wrong. Thanks for your help Tag: WorkFlow Email Notifications Tag: 92488
  - 13
    - Sales order ID I want to be able to change the way the sales order ID is generated automatically by CRM. Is there any way to configure what kind of order sequence number is generated? Thanks Tag: WorkFlow Email Notifications Tag: 92482
  - 14
    - Pop on recieve email Is there a way to get a pop or alret sound on recieving emails recieved on the web client ? Tag: WorkFlow Email Notifications Tag: 92481
  - 15
    - Vista CRM 3.0 Desktop client Can someone tell me where I can find the CRM 3.0 Desktop client which works with Vista & Office 2007? Thanks Tag: WorkFlow Email Notifications Tag: 92480
  - 16
    - Advanced Find Is there a way to limit which users can access certain saved views in advanced find? Thanks, Jason Tag: WorkFlow Email Notifications Tag: 92479
  - 17
    - Publishing CRM 3.0 via gPO on Vista with UAC enabled Dear all, I am experiencing problems when publishing the CRM 3.0 client to a non-admin user on a Vista machine with UAC enabled. It seems to be when publishing the application via gPO to the add\remove program list the first steps of the installation are no problem. But after the environment diagnostics wizard the installations stops with the following errors: No Outlook Profile present Not a domain user Not a CRM user After investigation we discovered that the installation starts under the local system account. This is strange behavior because the logged on non-admin user is executing the installation. Publishing the client on a Windows XP machine is not a problem, the installation runs fine without any problems. Using the same installation sequence on a Vista machine with UAC enabled is not possible. Anybody any ideas. Microsoft Support???? How can I bypass the UAC on a Vista based machine in order to install CRM 3.0 with elevated privileges and without local admin rights? Thanks in advance! -- Best Regards, Dennis Schut CRM Partners The Netherlands Tag: WorkFlow Email Notifications Tag: 92477
  - 18
    - Report parameter Error Hi all, one of our users has a problem where she cant run any reports at all. She can see them OK and tryb to run but thay all come back with the same error - The property 'nullable' of report parameter 'CRM_Locale' is set to false. However, the corresponding parameter (default) value is null or contains an empty string. (rsProcessingError). This does noot effect any other users so uit cant be a server side setting. Also, if she logs on to a different workstation the problem follows her. Any ideas ? Ian Tag: WorkFlow Email Notifications Tag: 92475
  - 19
    - msg attanchment Hi, In our company the crm users don't recieve in CRM system any attachments with extention msg. -- Windows Server 2003 SE R2 CRM 3.0 SQL sever 2005 -- Does somebody knows how to solve this problem? regards, Jeff Tag: WorkFlow Email Notifications Tag: 92470
  - 20
    - Outlook Client and Headers only option After installing CRM Outlook Client 3.0 the "Headers only" option in Outlook does not work. Especially users connected by a small modem-line report that all mails are downloaded completely instead of only downloading the headers. This results in outlook becoming unavailable for up to 30 minutes if there is a large mail in the inbox. This error only occurs with Laptops with installed CRM Outlook-Client. Any ideas about that? Thank you very much. Kind regards Daniel Tag: WorkFlow Email Notifications Tag: 92469
  - 21
    - Transfer Category and Sub-category in direct email The problem concerns emails sent among MS CRM users. E-mail Tracking was run in the system and we set up: no exclude e-mail between Microsoft CRM users - a user sending email to other user defines values in CATEGORY and SUB-CATEGORY fields. The system automatically creates the other email for a recipient (including token) as received email, but the email content does not contain defined values for CATEGORY and SUB-CATEGORY. They do not transfer automatically! Is it standard feature or bug?? Tag: WorkFlow Email Notifications Tag: 92464
  - 22
    - How to display Campaign activities in my Workplace I want to make campaign activities button visible in my Workplace and Sales and marketing areas. However i cannot adjust that setting for the Campaign activities etnity. None of the 'areas to show this entity' are marked, and all are greyed out, so I can't enable any of them. Can this be adjusted? How? Tag: WorkFlow Email Notifications Tag: 92460
  - 23
    - New entity on an IFRAME Hi! I am working in CRM 3.0 I have created a new entity (Programs) that I would like to show on an IFRAME on the account card. I also have created a relationship between the new entity and account on a Referential behavior and 1 to many from the account card. Today I have Contacts on an IFRAME with following script: //Contacts iFrame var navContacts; navContacts= document.all.navContacts; if (navContacts != null) { var contactsFrame = document.all.IFRAME_Contacts; var contactsWindow = document.frames['IFRAME_Contacts']; contactsFrame.src="/sfa/accts/areas.aspx?oId=" + crmForm.ObjectId + "&oType=1&security=852407&tabSet=areaContacts"; contactsFrame.name = contactsFrame.id; contactsFrame.style.borderWidth = '0px'; contactsFrame.onreadystatechange= function() { if(contactsWindow.document.readyState == 'complete') { contactsWindow.document.body.style.backgroundColor = '#eef0f6'; contactsWindow.document.getElementsByTagName('TABLE')[0].style.borderLeftWidth = '0px'; } } } else { alert("navContacts Not Found"); } But when I am trying to change the ID Contact to _account_me_programs (which has become the ID for Programs) I have got a message from the CRM program that I should contact the administrator. Can someone tell me what I have been doing wrong? Thanks! Tag: WorkFlow Email Notifications Tag: 92458
  - 24
    - Laptop client in CRM 4.0 RC0 VPC Hi! How do I enable the laptop client in the new RC0 VPC for CRM 4.0? According to the VPC specification the laptop client should be included, but I am not able to get it to work. It seems that it is the desktop client that is installed by default, since changing the "lightclient" registry value does not work. When trying to uninstall the outlook client and reinstall it as the laptop client, there are a lot of error messages about missing files. Thank you! Sincerely Fredrik Strandberg Tag: WorkFlow Email Notifications Tag: 92457
  - 25
    - changeing the time CRM sends emails Hello I have set up various workflow rules that send an email reminder for us a couple of weeks before a contract expires. Is there a way to set the time that these email reminders are sent? At the moment they are coming through at 00.00 which is a pain if you have a blackberry by the bed and they do not get actioned staright away. Any advice would be greatly appreciated Thanks Tag: WorkFlow Email Notifications Tag: 92454

Hello,

When setting up email notifications in the Workflow, is there a way to have
CRM email a link to the item it is refering to? For example, we have a
workflow to send an email to the owner when the owner of a contact is changed.

Thanks in advance for your help.

Thanks,

Chris

RE: WorkFlow Email Notifications by mscrmexpert

mscrmexpert
Tue Nov 27 22:14:01 PST 2007

use email templates.
--
Regards,

MS CRM Certified Professional

http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com

"Chris Brown" wrote:

> Hello,
>
> When setting up email notifications in the Workflow, is there a way to have
> CRM email a link to the item it is refering to? For example, we have a
> workflow to send an email to the owner when the owner of a contact is changed.
>
> Thanks in advance for your help.
>
> Thanks,
>
> Chris

RE: WorkFlow Email Notifications by ChrisBrown

ChrisBrown
Tue Nov 27 22:32:01 PST 2007

Hi Imran,

I haven't used email templates in the system yet. When setting up an email
template, is it just straight forward on how to have it automatically send a
link to the entity?

Thanks,

Chris

"Imran" wrote:

> use email templates.
> --
> Regards,
>
> MS CRM Certified Professional
>
> http://microsoftcrm3.blogspot.com
>
> Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com
>
>
>
> "Chris Brown" wrote:
>
> > Hello,
> >
> > When setting up email notifications in the Workflow, is there a way to have
> > CRM email a link to the item it is refering to? For example, we have a
> > workflow to send an email to the owner when the owner of a contact is changed.
> >
> > Thanks in advance for your help.
> >
> > Thanks,
> >
> > Chris