Workflow - Why not generate Quote Products?

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- Previous
  - 1
    - How to tell if 3.0 emaill router is installed How can you tell if the email router is installed? Running Exchange 2003 and Server 2003. Can't email from CRM and can't find registry entry on echange server. thanks! Tag: Workflow - Why not generate Quote Products? Tag: 96860
  - 2
    - CRM 3 SO slow after applying update rollup 2 We have been using CRM 3 for over a year. I found it to be slow, but we lived with it. I applied UR 2 to our CRM server. I open the CRM client to our contact list (we only have 4500 contacts in total) and it takes 4 minutes til the first 250 contacts are displayed. UR 2 cannot be uninstalled. WhY does this make things worse instead of better? We barely have any data in CRM (database is only 230mb) so why is it soooooooo slow?! Tag: Workflow - Why not generate Quote Products? Tag: 96859
  - 3
    - Dynamics 4.0 and MSCRMimport tool authentication issue Hi, I have a need to export data from my CRM app and import it into our development version - MS recently released their MSCRMimport tool which would allow me to do this, but I can't get it to connect to MS CRM 4.0 at all. I input the crm server (http://crmserver/), and the AD name, username and password (my own, as I am a systems admin for CRM), and the org name (our company name), but all I get back is a '401 Unauthorised' error message. I am running this on a remote XP machine, and not the crm server itself - should I be doing that? Or is there something I must enable in the CRM app itself? Cheers Richard Tag: Workflow - Why not generate Quote Products? Tag: 96858
  - 4
    - Case & Reply EMail When a case is created I'd like CRM 4 to send an email using workflow to a particular email address and when this person has replied to the email using outlook(this person is not a crm user) I'd like for the reply to go into the history of the case. What do I need to do to set this up? Thanks Ray. Tag: Workflow - Why not generate Quote Products? Tag: 96847
  - 5
    - Mailmerge & Case I am trying to use the mailmerge facility with information i have in a case. It doesn't seem that Microsoft have put this option into version 4. They have included mailmerge for account/contact etc but not for cases. What options have I? Do I have to buy a 3rd party product or develop it myself? Any help would be appreciated. Thanks Ray Tag: Workflow - Why not generate Quote Products? Tag: 96846
  - 6
    - CRM 4.0 Maximum Attachment file size Hello, How do I increase the maximum attachment file size to more than 8MB? In the system parameters, when i try a higher limit i get an error message saying i must enter a number between 0 and 8192. In CRM 3.0 we currently have a limit of 30MB. We are in the process of upgrading to CRM 4.0 and I am unable to put the same limit. Is it possible to put a higher value than 8192? Thank you, JF Tag: Workflow - Why not generate Quote Products? Tag: 96838
  - 7
    - CRM Throws Exception when trying to add report When I try to add a newly written report to CRM it gives me a really strange error. I'm hoping someone can help me figure out what the cause of the error is. I've tried adding the report to a new project, changing datasources, renaming, everything I can think of, but I'm still getting an error when trying to add. I can add other reports to the system successfully just not this new one. Thanks for your help! Steve Here's the error: Server Error in '/' Application. -------------------------------------------------------------------------------- Object reference not set to an instance of an object. 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.NullReferenceException: Object reference not set to an instance of an object. 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: [NullReferenceException: Object reference not set to an instance of an object.] Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context) +115 Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description, String xmlContent, String showin, String relatedentity, String category, CrmContext context, String filename, String origFilter) +136 Microsoft.Crm.Reports.ReportCache.CreateSRSReport(String name, String description, String template, String showin, String relatedEntity, String category, String filename, Boolean isNewReport, String defaultFilter) +100 Microsoft.Crm.Reports.ReportCache.UpdateSRSReport(String id, String name, String description, String template, String showin, String relatedEntity, String category, String filename) +97 Microsoft.Crm.Application.Platform.Report.UpdateReport(String id, String xml) +662 Microsoft.Crm.Application.Platform.Report.InternalUpdateAndRetrieve(String id, String xml, String columnSet) +18 Microsoft.Crm.Application.Platform.Entity.UpdateAndRetrieve(String columnSet) +177 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +381 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57 Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm() +202 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +29 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Microsoft CRM Application Error Report: Error 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. Error Details: Exception of type System.Web.HttpUnhandledException was thrown. Error Number: Source File: Not available Line Number: Not available Date: 02-27-2008 Time: 12:34:54 Type: Application Error (2) Server: fortitude Request URL: http://fortitude/CRMReports/reportproperty.aspx?id={728c7c45-5ae1-4d4b-9438-9ff4bd20a90e} Tag: Workflow - Why not generate Quote Products? Tag: 96835
  - 8
    - Dynamics CRM connector to GP Does anyone have an update on when Microsoft will release a connector to GP 10. My project is on hold while I wait for this. I, like many other CRM customers am displeased that Microsoft cannot release integration between their own products at launch. Tag: Workflow - Why not generate Quote Products? Tag: 96834
  - 9
    - CRM 4.0 Improting Customizations hangs Hello. I'm having a recurring problem. I'm running two identical VPCs of CRM 4.0 RTM. When I export customizations from one VPC and then try to import these into the other, the import hangs. SQL is taking 95+ processor. Is there any know issues around this area of the system, as struggling to locate a cause? Thanks Bob. Tag: Workflow - Why not generate Quote Products? Tag: 96833
  - 10
    - Outlook crashes irregular Hi, we use Office 2007 with CRM 3.0 Client Integration on a Windows 2003 Terminal Server. Now we have the problem, that only one user have a problem with Outlook 2007, which crashes irregular by the time. All the other users have got no problem with the CRM Integration or Outlook 2007 Source: MSCRMAddin EventID: 5971 Description: A problem occurred initializing Microsoft CRM COM interop. Restart Microsoft CRM and try again. HR=0x80131509. Context=. Function=CAddin::PrepareInterop. Line=1599. Source: Microsoft Office 12 EventID: 1000 Description: Faulting application outlook.exe, version 12.0.6023.5000, stamp 46574050, faulting module crmaddin.dll, version 3.0.5300.1361, stamp 4587dee0, debug? 0, fault address 0x000b1387. I don't know where the problem is. i search many sites, but no solution. Maybe someone here could give me a hint, how to solve this problem. Greetings Alexander Musiol Tag: Workflow - Why not generate Quote Products? Tag: 96832
  - 11
    - BCM History Import? I was SO hoping that the 4.0 DM wizard would handle Business Contact manager history, but no such luck. Guess I'll have to create my own data map. Has anyone done this? (and would be willing to share?) -- Thanx Grizz Tag: Workflow - Why not generate Quote Products? Tag: 96831
  - 12
    - Help needed with Campaign Response I'm having trouble importing campaign responses from .csv. Under bulk imports I'm receiving error that "Data in row did not match the import type". All I'm importing is the Parent Campaign and the subject according to documentation found here http://www.microsoft.com/dynamics/crm/using/marketing/emailcampresp.mspx Can someone tell me what i'm doing wrong? Thanks Tag: Workflow - Why not generate Quote Products? Tag: 96827
  - 13
    - Message tracking in CRM 3.0 Hi I have contacts in crm that have 2 E-mail address and tracking only works for primary address, is it possible to track secondary email addresses Tag: Workflow - Why not generate Quote Products? Tag: 96824
  - 14
    - CRM must accept service activities larger than employee work hours When we try to search employee's available time for a service activity with a duration that is larger than the employee's work hours, CRM can't find available people, even if there is no activities scheduled for that employee. For sample: You have an activity with 24 hours of duration. An employee that works 8 hours per day, can accept that activity and execute it in 3 working days. So if my employee have 24 hours sequentially available, but distributed between his regular working time, than I can schedule that activity for him. My suggestion is that Microsoft includes a check-box "This service activity can be spplited among sequential working days.". The object model must also include a property with that feature, so we can do it programmatically. This will be extremely helpful, as we will not be limited to schedule just service actiivity that fits in one day. Right now, there are dirty workarounds for this, like creating one service activity per day to simulate that approach. arghh! ---------------- 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=ea16b9c5-6976-48c4-b6bb-4a38fa0ddd4a&dg=microsoft.public.crm Tag: Workflow - Why not generate Quote Products? Tag: 96823
  - 15
    - Workflow share record Sharing records with a Team or with single CRM users is a nice functionality. But what I'm missing is the possibility to automatically trigger sharing, for instance using workflow. ---------------- 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/communities/newsgroups/list/en-us/default.aspx?mid=315b71ed-5d3d-43f2-a7da-fb1b6735c7ae&dg=microsoft.public.crm Tag: Workflow - Why not generate Quote Products? Tag: 96820
  - 16
    - Dynamics Crm 4.0 Plug In : Accessing custom fields Hi everybody; I retrieved crm fields with this code. But I want to retrieve custom fields like ["new_name"] I can retrieve custom fields with Crm Web Service but Crm Service hasnt got IPlugin Class. Please help me using System; using System.Collections.Generic; using System.Text; using System.Configuration; using System.Data; using System.Data.SqlClient; using Microsoft.Crm.Sdk; using Microsoft.Crm.SdkTypeProxy; //using Firma.CrmService; //using Firma.CrmServiceDiscovery; namespace Firma { public class Firma : IPlugin { public void Execute(IPluginExecutionContext context) { Microsoft.Crm.Sdk.DynamicEntity entity = null; if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is Microsoft.Crm.Sdk.DynamicEntity) { if (entity.Name != Microsoft.Crm.SdkTypeProxy.EntityName.account.ToString()) { return; } } else { return; } try { //I got name's value of contact field with this code. string oyName = entity.Properties["name"].ToString(); //But I want to access custom field.["new_name"] } catch (System.Web.Services.Protocols.SoapException ex) { throw new Exception("The method or operation is not implemented.", ex); } } Tag: Workflow - Why not generate Quote Products? Tag: 96818
  - 17
    - CRM 4.0 - Outlook TASK FIELDS MAPPING Hi All, I nedd to mapp more fields from CRM tasks to Outlook tasks and synchronize them in return e.g: - completition field - it isn't synchronized - new, customize fileds (bit fileds) added in CRM How can I resolve that? I will apreciate any help. Kind Regrds Lidia Tag: Workflow - Why not generate Quote Products? Tag: 96816
  - 18
    - Migrating from CRM 3.0 to CRM 4.0 - Best Practices/ Server and Cli I know that the below issue might have been raised tens of times, but unfortunately I have not yet found clear steps on how to do it !! We have been working with CRM 3.0 for the last 2 years or so. Our CRM 3.0 is deployed on a Win2003 Server, SQL Server 2005. Currently, we have plans to use CRM 4.0 so I have a number of things that are rather worrying me and I am not sure how to go about them: 1- We will have a dedicated server with Windows2003 Server Installed and a fresh SQL Server 2005 Installation. Apparently, I need to restore our current CRM 3.0 database on this new server then install CRM 4.0. However, I don't know the correct procedure, order or steps for doing so. If any clear and detailed steps are available regarding this point I will be really grateful. 2-We have added so many customizations to CRM 3.0 such as Custom Entities, Custom Attributes to existing Entities and OnSave event scripts in some CRM forms such as the Opportunity form. Will these customizations migrate gracefully to CRM 4.0 or should we expect problems? If so what should we do as one of these entities and attributes contain important data. 3- Some CRM users are currently using CRM through the web interface, however, the majority of our users (Specially those that travel a lot) are using CRM through "CRM Laptop Client for Outlook" so that they can use their CRM Offline or Online. Currently they are using Outlook 2003-SP2 deployed on Windows-XP-SP2. What should we do with these clients. Should we upgrade their environment to Windows Vista with Office 2007 ? Or What? Thanks in advance Tag: Workflow - Why not generate Quote Products? Tag: 96815
  - 19
    - CRM 4 : Very slow Outlook client Hi Folks, We are facing very slow Outlook response from crm client. I have tried to use online and offline versions and both are very slow when creating activities or other things. This was not a case when we used to use CRM 3. What I mean with very slow is when I create new activity outlook goes to not responding for a like one or two minutes. This also case with our other computers as well. When I use web interface that is responding smoothly, so the server is not bysy. All the clients what we are runing are Vista laptops with at least 2gigs of mem. Outlook version 2007. This has to do something with setting on our client. Some times when I have connection to server CRM client is telling all the time that it cannot connect to the server. Regardles of this message I can use CRM client and get information from the server. Any ideas ?? Now usage is very frustrating. Thanks, -Ari Tag: Workflow - Why not generate Quote Products? Tag: 96812
  - 20
    - I am getting the following error 18176 I cannot import a csv file, this is the error from application log. Event Type: Error Event Source: MSCRMWebService Event Category: None Event ID: 18176 Date: 2/26/2008 Time: 7:05:36 PM User: N/A Computer: C357 Description: Web Service Plug-in failed in OrganizationId: 15669be0-6a30-4575-986e-1117935a4f4c; SdkMessageProcessingStepId: 65cabb1b-ea3e-db11-86a7-000a3a5473e8; EntityName: new_contactstaging; Stage: 20; MessageName: Create; AssemblyName: Microsoft.Crm.HasDuplicatesPlugin, Microsoft.Crm.DuplicateDetection, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35; ClassName: Microsoft.Crm.HasDuplicatesPlugin; Exception: Unhandled Exception: System.Data.SqlClient.SqlException: Invalid object name 'dbo.MatchCode52a3a192dc554940b213b87f7016d21a'. at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteScalar() at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command) at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate) at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command) at Microsoft.Crm.HasDuplicatesPlugin.FindDuplicatesWithoutPrivilege(ShareableDuplicateRuleCollection publishedRulesForBaseEntity, DynamicEntity entity, Int32 maxMatchcodeLength, IPluginExecutionContext context) at Microsoft.Crm.HasDuplicatesPlugin.Execute(IPluginExecutionContext context) at Microsoft.Crm.Extensibility.PluginStep.Execute(PipelineExecutionContext context) Tag: Workflow - Why not generate Quote Products? Tag: 96811
  - 21
    - CRM 4 and Windows Server Fax Services issue Hi, I have CRM 4 enterprise on Windows 2003 server and I also installed the Fax services and configure a local fax printer. Now, my problem is that everytime i tried to create a fax activity in my CRM, the Cover page does not show anything, by when I navigate to 'C:\Documents and Settings\All Users\Application Data\Microsoft\Windows NT\MSFax\Common Coverpages' the files are present and available in the folder. Please advise. Tag: Workflow - Why not generate Quote Products? Tag: 96808
  - 22
    - CRM 3.0: System.ArgumentException: The parameter is incorrect. I try to assign a CRM Case to someone else; then I am getting following error message. I know sometimes these information is not enough to get an idea about this issue. But if anyone have any solution for this please let me know. [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMIncidentClass.Route(CUserAuth& Caller, String IncidentId, String SourceQueueId, ROUTE_TYPE_CODE RouteTypeCode, String EndPointId) +0 Microsoft.Crm.Application.Platform.Incident.Route(String sourceQueueId, ROUTE_TYPE_CODE routeTypeCode, String endPointId) +66 Microsoft.Crm.Web.CS.CaseDetailPage.AssignToUser(Object sender, DataEventArgs e) +202 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.CS.CaseDetailPage.ConfigureForm() +306 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Workflow - Why not generate Quote Products? Tag: 96807
  - 23
    - Using the CRM 4.0 Outlook Offline Client We have just upgraded from CRM 3 to 4. Honestly, we hadn't been utilizing the previous version too much yet so we are all still learning. Our problem is this: If I install the offline client on laptops for our traveling sales people, they can only see accounts that they own when offline. the trouble with that is that one of our travelers is a manager and should be able to see all accounts. If I give him ownership, then the other traveler would not be able to see his accounts when he is offline because the manager is the owner. Maybe we are not doing something right. We have the main business unit and just users, no departments between. I also tried sharing an account but that didn't work either. Any help on security roles or settings would be quite helpful. Thanks in advance. -- Stacy Tag: Workflow - Why not generate Quote Products? Tag: 96798
  - 24
    - Advanced Find I would like to add the field State when viewing opportunities. I can view potential customers but we would like to see what state the customer is located in ? Tag: Workflow - Why not generate Quote Products? Tag: 96796
  - 25
    - 2 questions re:Rollup 2 installation I've seen a couple of comments regarding my first question, but I'm looking for confirmation: 1. After installing the server portion of Rollup 2, do all client PCs have to be updated before they attempt to use CRM? Or can I update the most important ones first, then get to the rest ASAP? 2. Does the client portion of Rollup 2 have to be installed while logged in as the end-user? Thanks for any guidance! Ryk McDorman Tag: Workflow - Why not generate Quote Products? Tag: 96795
- Next
  - 1
    - Speed Issue, It's not... "Catching" just listen to this Our server specs aren't supercomputer status, but they get the job done. And it doesn't seem to be a hardware issue because once it loads it's fast. The issue comes from the initial load. When you first open it it takes forever to turn from white into something, almost like it is trying to "catch" the SQL server, then when it "catches" it loads quickly. I have the database on SQL2005/Server 2003 on one server, and IIS (CRM Front End) running on SBS2003. I ran perfmon on both servers while I tried to wait 1-2mins+ for it to load and nothing was held back, in fact the computer almost looked idle. Any ideas? Thanks, Luke Tag: Workflow - Why not generate Quote Products? Tag: 96791
  - 2
    - How do I capture the value of an associated Lookup field? I am trying to capture the value of an associated Lookup field so that I may then parse it out to something usable in the Contact entity. I have tried several methods for "crmForm.all.attribute.method" including "returnvalue", DataValue" and "toString" without much success. They usually yield "[object]" or "[object, object]". Anyone have success capturing like this, or have a better way of achieving the same end? Thanks! Andy. Tag: Workflow - Why not generate Quote Products? Tag: 96789
  - 3
    - Getting revenue sum into report We are new to CRM, and I have been tasked with working on reporting. We would like to create a report that shows estimated revenue totals by Status Reason. So we would see the sum of the estimated revenue for all opportunities that are in the â??Business to be Closedâ?? stage, the sum for all in the â??Business Closedâ?? stage, etc. I am guessing that I can take an Excel version of the report and manipulate it, but there must be a cleaner way to do it, since one week there may be 15 items in a particular stage, and next week only 3 items, so where would we put the cell that sums the data? As well, we want to have all of these status reasons on one report, so having 5 reports for 5 stages probably wouldn't work either. Thanks! Tag: Workflow - Why not generate Quote Products? Tag: 96788
  - 4
    - Any one have opening in Ms Dynamics CRM in US? Any one have opening in Ms Dynamics CRM in US? Tag: Workflow - Why not generate Quote Products? Tag: 96787
  - 5
    - CRM4 Client und E.-Mail Security! Hi all, we have a problem with Microsoft Dynamics CRM 4 and Office 2007. The Client must have E.-Mail Security with Certificates for E.-Mail Kryptographie. When a E.-Mail send with Signatur or Kryptografie, then kill outlook 2007 with an error of CRM Client Program. Have any Ideas for the Solution. Thanks Peter. Tag: Workflow - Why not generate Quote Products? Tag: 96785
  - 6
    - Configuration Wizard I thought there used to be a wizard like tool that helped with the planning of a deployment. Took the user through a series of questions, etc.. Does anyone know if that is still available or where it can be downloaded from. I can't remember if it was part of 1.2 or 3.0. Hopefully someone out there knows what I'm referring to. Thanks! Tag: Workflow - Why not generate Quote Products? Tag: 96778
  - 7
    - Price List Updates Hi all, anyone have any smart ideas on updating price lists ? We sell software products so frequently have new version we want to add to the product catalogue but the data in then is very similar to existing products. I dont want to edit the existing items as I need to keep them. Imagine we have "XXXX Version 1" in there, and Version 2 has just been released. I want to add V2 as a new product, but it probably has the same or similar description to V1. I dont want to edit the V1 oproduct as I still need to sell that to some customers. I guess I need a "copy" button - so I can creat a copy of existing product and just tweak the data. Ian Tag: Workflow - Why not generate Quote Products? Tag: 96771
  - 8
    - Actual Duration Minutes to Hours Hi Is it possible to change the actual duration and scheduled duration from minutes to hours? Could we possibly use Jscript to achieve this? Thanks Mark Tag: Workflow - Why not generate Quote Products? Tag: 96765
  - 9
    - Actual Duration Minutes to Hours Hi Is it possible to change the actual duration and scheduled duration from minutes to hours? Could we possibly use Jscript to achieve this? Thanks Mark Tag: Workflow - Why not generate Quote Products? Tag: 96764
  - 10
    - dashboards creation hi, Can we create dashboard reports in MSCRM 4.0 using SSRS as of dashboard reports in salesforce.com? If we can, plz.. let us know the process. regards, Sailaja Tag: Workflow - Why not generate Quote Products? Tag: 96761
  - 11
    - reports and dashboards Hi, Tag: Workflow - Why not generate Quote Products? Tag: 96760
  - 12
    - Unitek's Microsoft CRM Dedicated Portal Comes to the Rescue of Bus Unitek Education, one of North America's leading IT education and training organizations, has announced the introduction of a personalized Microsoft CRM portal. In essence, this high-powered, all in one educational solution caters to the advanced needs of Unitek's clients and valued customers. Fremont, CA (PRWEB) February 4, 2008 -- With this new portal, Unitek will be able to better service the ever growing educational needs of its Microsoft CRM customer base at its own Microsoft CRM Blog. (http://www.unitek.com/training/microsoft/crm/blog) Experience gained through successful implementation of Microsoft CRM for itself as well as for its clients coupled with its extensive knowledge gained through teaching Microsoft CRM, afford Unitek the ability to make this portal a god send for business and IT professionals faced with the day to day challenges inherit in implementing and supporting a CRM application. This resource is a major upgrade to the extensive suit of training tools and will provide users with an enhanced interface and online experience. As such, it will act as a virtual gold mine of information for both business and IT professionals and Microsoft CRM customers. In lieu of Microsoft's recent release of CRM 4.0, Unitek has scheduled special upgrade courses for new users and customers upgrading from CRM 3.0. The Unitek CRM blog has posted extensive information and tips for this exciting new release. This educational solution demonstrates Unitek's commitment to providing their clients and students with personalized access and exclusive information as they enhance their training initiative in all areas of Information Technology. With Microsoft CRM, companies of all sizes can mange their customer relationships with focused precision. Of course, such powerful software can only maximize the business strategies with a fundamental understanding and application of the technology. The purpose of Unitek's new CRM 4.0 portal is to provide an invaluable resource for clients and those individuals interested in improving their skill level with Microsoft CRM. The uniquely personalized approach is designed to encourage comments and questions from users of the portal as they interact and gain feedback from the CRM experts. The CRM portal also provides tips from highly advanced CRM modifications to time-saving techniques to maximize revenues with the use of Microsoft CRM. Such a forward thinking step is not unusual for Unitek, as it already has a distinguished and industry recognized reputation for being one of the leaders in the field of IT training and consultancy. "Both companies and individuals have told us that it is easy to do business with us. I am grateful to our customers for fueling such remarkable growth," remarked Paul Afshar, Unitek's CEO. This client focused approach has led to a huge expansion and has earned Unitek a well-respected reputation in the industry. In fact, Unitek has recently been named the Microsoft Training Partner of the Year in addition to a number of other highly claimed certificates and awards. Following close observation of the Microsoft CRM marketplace, Unitek identified a distinct lack of personalized, one-on-one Microsoft CRM training for IT professionals and others interested in learning how to design, set-up and manage Microsoft CRM. While there is a large amount of very general CRM information across the Internet, there was no systemic or well-organized training portal available until now. Unitek has categorized and logically detailed many real life case studies of working CRM examples inside the newly published portal. The CRM portal recognizes that users want access to experts who will answer personalized questions and comment on their current CRM systems. Also, the Microsoft CRM blog is regularly edited and published with reliable, up to date information on the cutting edge application of Microsoft CRM. The level of personal knowledge and expertise available to users on this portal platform is going to prove a huge benefit for anyone seeking training in Microsoft CRM. The technology is widely recognized as a leader in its field, but it is clear that many companies and IT professionals are not using it to its maximum potential. Unitek is now able to bring their students and clients the capability to access cutting edge Microsoft CRM techniques and implementation processes in a personalized, quick and easy manner. For information on Unitek's new Microsoft CRM blog for IT professionals, please visit us at Microsoft CRM Blog (http://www.unitek.com/training/microsoft/crm/blog). About Unitek's Microsoft CRM Training Division: Unitek specializes in IT learning and training for IT professionals and corporate clients. They also conduct certification training for individuals looking to advance their career in IT. This constant focus on high quality training and on customer service has led to Unitek's expanding client base and business success. For more information please visit us at Microsoft CRM Training Portal (http://www.unitek.com/training/microsoft/crm). Tag: Workflow - Why not generate Quote Products? Tag: 96753
  - 13
    - Outlook 2007 crashing with CRM4 desktop client Outlook 2007 crashes and I get the message below in Event Viewer after I click Synchronize Outlook with CRM. The crash is not immediate, it says Checking for Changes and there is a status bar, but 60-90 seconds later Outlook dies. I have tried rebuilding my Outlook profile, deleting the two outlook folders in documents and settings, reinstalling the crm client, reinstalling office, and reinstalling all the .net frameworks.. I also disabled Contact synchronization before clicking Synchronize, but that didn't help. I do not have any other Outlook plugins installed.. Rebuilding the Outlook profile fixed this problem for a couple of the users in my organization, but I am still suffering. Anyone have a suggestion? Thanks in advance, Mike Event Type: Error Event Source: Microsoft Office 12 Event Category: None Event ID: 1000 Date: 2/25/2008 Time: 2:27:38 PM User: N/A Computer: SHAOLIN Description: Faulting application outlook.exe, version 12.0.6212.1000, stamp 46e03e45, faulting module msvcr80.dll, version 8.0.50727.1433, stamp 471eb5ae, debug? 0, fault address 0x00014884. Tag: Workflow - Why not generate Quote Products? Tag: 96740
  - 14
    - Any Scribe Jedi's Out There? Looking for individuals possessing experience with Scribe middleware between Microsoft GP and CRM....we are in the midst of an ERP migration to GP and putting in CRM/Scribe in tandem. We are having some issues with the implementation, and are looking for a specialist who may be able to assist in a consultative fashion. If you are such an individual, or know someone, please let me know. Thanks Cory Andrews Sayers Media Group candrews (at) sayersmedia (dot) com Tag: Workflow - Why not generate Quote Products? Tag: 96735
  - 15
    - Advanced Find - Can it find something that's NOT there? Love the AF, and have been able to find anything I put my mind to...except this: I'm trying to create a View that finds all leads WITHOUT activities. Been trying all different arguments but it doesn't seem possible. Any idea's? Tag: Workflow - Why not generate Quote Products? Tag: 96733
  - 16
    - CRM 4.0 E-mail Router poll frequency Hi, How often will the E-Mail router access the Exchange mailboxes being monitored? I waited for 15 minutes with 3 new message hanging in the inbox. I restarted the service and they all came in. The performance counter "Incoming mailbox access attempts" didn't move for the 15 minutes i waited. After a restart -- furious activity for a few seconds. No errors/warnings were logged to the event log. Can this be controlled somewhere? Thanks, Manso Tag: Workflow - Why not generate Quote Products? Tag: 96732
  - 17
    - Documentation on CRM entities and attributes I want to do a complete documentation for my customer. Iâ??m presently in the Account-Attributes-Customization View. I want to integrate these attributes characteristics in my document (Name, Display Name, Type and Description). How can I do that? Iâ??m not able to do a â??Copy-Pasteâ?? from this Form to Excel or Word. Also, how may I have the PickList Values to integrate them in the documentation? In fact, the best solution for me would be a document that would include the merge of 3 specific information : 1- the information contains in http://servername/sdk/list.aspx 2- the information contains in Account-Attributes-Customization View - attributes characteristics 3- the values of the PickList when appropriate With http://servername/sdk/list.aspx, Iâ??m able to do a â??Copy-Pasteâ?? but I donâ??t have the description of the fields like it is presented in the form Account-Attributes-Customization View - attributes characteristics. And I didnâ??t find where I can do a â??Copy-Pasteâ?? of the PickList values. ---------------- 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=cf88b319-9c97-4c0b-9882-55788d20bae0&dg=microsoft.public.crm Tag: Workflow - Why not generate Quote Products? Tag: 96729
  - 18
    - CRM 3.0 Service Calendar Unexpected Error Well, it appears that i am not as lucky as the others that were able to get their calendar to work somehow(reference to earlier posts). We just migrated to crm 3.0, and cannot get the calendar to work(at all), i get the red X "unexpected error" and then im told to contact me(the system administrator). I go into the Event manager of the server and see something about date and time settings? There was a post recently where someone had this exact same problem, and they got it fixed, but didn't post their resolution, so i decided to see if anyone does actually have an answer for this problem. Tag: Workflow - Why not generate Quote Products? Tag: 96728
  - 19
    - CRM 4.0 Custom Workflow Activity Input Parameter returning object? Hello, I have written a workflow activity which seems to work just fine with the exception of one input parameter. I've been attempting to find an answer to how to do this for a few days now. Basically I'm trying to insert a link to the Case when sending out an email on creation via workflow. Everythign complies and runs, but the output from objectID is "Microsoft.Crm.Sdk.Lookup". So the code is below. And I have created a workflow, and selected a case for the Lookup input parameter, and input the string for the base url for the second input parameter. I then insert the resultant slug into the e-mail generation workflow step. The only issue is that when the e-mail is sent, the output from the assembly is <base url string>Microsoft.Crm.Sdk.Lookup. Is there anyone who sees what I'm messing up here off the top of their head? I get the feeling like I'm missing something simple, but I can't see it. Thanks! namespace AIT.Workflow.Assem { [CrmWorkflowActivity("URL Link","Links")] public class UrlLink3 : SequenceActivity { //Execute statement protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext) { string guidID = this.objectID.ToString(); string urlBase = this.baseURL; string link = urlBase+guidID; this.linkOutput = link; return ActivityExecutionStatus.Closed; } //Input Parameter 1 public static DependencyProperty objectIDProperty = DependencyProperty.Register("objectID", typeof(Lookup), typeof(UrlLink3)); [CrmInput("objectID")] [CrmReferenceTarget("incident")] public Lookup objectID { get { return (Lookup)base.GetValue(objectIDProperty); } set { base.SetValue(objectIDProperty, value); } } //Input Parameter 2 public static DependencyProperty baseURLProperty = DependencyProperty.Register("baseURL", typeof(string), typeof(UrlLink3)); [CrmInput("baseURL")] public string baseURL { get { return (string)base.GetValue(baseURLProperty); } set { base.SetValue(baseURLProperty, value); } } //Output Parameter public static DependencyProperty linkOutputProperty = DependencyProperty.Register("linkOutput", typeof(string), typeof(UrlLink3)); [CrmOutput("linkOutput")] public string linkOutput { get { return (string)base.GetValue(linkOutputProperty); } set { base.SetValue(linkOutputProperty, value); } } } } Tag: Workflow - Why not generate Quote Products? Tag: 96725
  - 20
    - Replacing data in multiple records I have a field that needs to be changed in multiple records - how do I do that? Goldmine had the Globally Replace option - is there something similar in CRM? -- TWhelan Tag: Workflow - Why not generate Quote Products? Tag: 96724
  - 21
    - CRM Plugin Needs to Update Custom Account Field Good afternoon. I have created a CRM Plugin that is triggered on the POST event of Account Creation. This Plugin retrieves the Account information and provisions a SharePoint site for documentation. That part is working okay. What I would like to do at this point is to stuff the SharePoint Site URL back into a custom Account field using the ICrmService. Is this possible through the Microsoft.Crm.Sdk? * If so, would you mind giving me a quick code sample? * If not, how do you recommend that I approach this? Thank you so much in advance for your time and consideration. - Robyn Tag: Workflow - Why not generate Quote Products? Tag: 96722
  - 22
    - Synchronization email attachments to offline database We use the Microsoft CMR3.0 client for outlook and one of my users is experiencing stalled synchronization when going offline. She recently changed her local data setting to accomodate the account information from two new sales users, and when the data tries to synch going offline, it bogs down and does nothing when it gets to the "synchronizing email attachments to offline database" task. I tried to cancel the session, and that stalls out to. The only recourse is to shut down Outlook and bring it back up again. What might be causing that stall on the email attachments? Tag: Workflow - Why not generate Quote Products? Tag: 96721
  - 23
    - CRM 4.0 Bulk Deletion through Data Migration Manager leaving behind Hi, We used the Data migration manager to load entity records and then subsequently used the Bulk Deletion in DMM to delete those records. The migration is showing as "Bulk Deletion Completed" in DMM; however, the entity base table records that are tied to it (per importsequencenumber column) are still showing as deletionstatecode = 0. Other records that we deleted via Bulk Deletion get set to deletionstatedcode = 2. Can someone please advise how I should get rid of these records? At this point must I manually change the deletionstatecode to 2 or physically delete using SQL? Thanks, Todd Langdon Tag: Workflow - Why not generate Quote Products? Tag: 96720
  - 24
    - CRM 4.0 CRMAsyncService and Physical Delete of Records from Entity Hello, Can someone point me to a blog, document, etc. that explains how the physical delete of entity records is accomplished through this service? I assume this .exe has replaced crmdeletionservice.exe that existed in 3.0? I'm looking for information on how often it runs and whether it can be configured, etc. Thanks, Todd Langdon Tag: Workflow - Why not generate Quote Products? Tag: 96719
  - 25
    - External Account access to custom CRM Report Hello, Our customer wants to be able to provide access to a custom CRM report to their Accounts. An Account can view only that one report and only for their account record. The Account should not be able to see any CRM records (even their Account record) - only the custom report. What is the best way to implement this requirement? Thanks in advance. TOG Tag: Workflow - Why not generate Quote Products? Tag: 96718

The new workflow engine is great, but cannot create quote product entities.
Am I missing something or is there a reason this cannot be?

The "Kit" functionality isn't the ideal solution for the scenario, and would
like to activate a workflow to fill a quote with pre-determined quote
products.

Another solution would be for "kit" to show all "kit products" somehow when
a quote is printed out / mail merged, but don't think this is possible.

Thank you,
Van

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Re: Workflow - Why not generate Quote Products? by Darren

Darren
Thu Feb 28 09:53:44 CST 2008

Yes, you are right. The kit product functionality in CRM is very
limited. I hope the next version can be better? May be you can look
into some addons if the requirements requires this functionality.

Darren Liu, Microsoft CRM MVP
Crowe
http://www.crowecrm.com

On Feb 28, 8:30=A0am, Van Yang <VanY...@discussions.microsoft.com>
wrote:
> The new workflow engine is great, but cannot create quote product entities=
. =A0
> Am I missing something or is there a reason this cannot be?
>
> The "Kit" functionality isn't the ideal solution for the scenario, and wou=
ld
> like to activate a workflow to fill a quote with pre-determined quote
> products.
>
> Another solution would be for "kit" to show all "kit products" somehow whe=
n
> a quote is printed out / mail merged, but don't think this is possible.
>
> Thank you,
> Van

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