Workflow programming

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- Previous
  - 1
    - Installation of microsoft cRm i already installed the microsoft crm 1.2. when i open the microsoft crm workflow manager. and specify the target microsoft crm server is says the specified microsoft crm is not responding. this might happen if is currently unvailable. then when i check the IIS CRM the siet is stopped what should i do? Tag: Workflow programming Tag: 22071
  - 2
    - Is there a limit on the number of entries for a picklist? If any one happens to know please let me know. rgds, Kyaw Tag: Workflow programming Tag: 22057
  - 3
    - IE Error Anyone had this error before? The user was once able to use MSCRM without any glitch, but he formatted his machine and when he tried using accessing the site, he gets this error. >>>>>>>>>> You are not authorized to view this page You do not have permission to view this directory or page using the credentials that you supplied because your Web browser is sending a WWW-Authenticate header field that the Web server is not configured to accept. ----------------------------------------------------------- --------------------- Please try the following: Contact the Web site administrator if you believe you should be able to view this directory or page. Click the Refresh button to try again with different credentials. HTTP Error 401.2 - Unauthorized: Access is denied due to server configuration. Internet Information Services (IIS) ----------------------------------------------------------- --------------------- Technical Information (for support personnel) Go to Microsoft Product Support Services and perform a title search for the words HTTP and 401. Open IIS Help, which is accessible in IIS Manager (inetmgr), and search for topics titled About Security, Authentication, and About Custom Error Messages. Roberto S. Tan Technical Support Consultant Global Implementation Services, Inc. Tag: Workflow programming Tag: 22048
  - 4
    - Address lookup for Quote, Order, Invoice Hi, When I try to lookup an address when creating an Quote (Order, Invoice) for which the Potential Customer (Customer) is a Contact, the address lookup screen is limited to addresses entered into the Contact's details (on the Information tab and the More Addresses tab). It does not include addresses from the Contact's Parent Account (or the Contact's Parent Account's Parent Account, and so on recursively). Is there a workaround or update to fix this? Michael Tag: Workflow programming Tag: 22040
  - 5
    - Add existing contacts to account Hi, I have tried adding an existing contact to an account - using the contacts list part of the account screen rather than the primary contact (which does allow a contact lookup). Is there any way to lookup an existing contact to add them to this list? Thanks, Michael Tag: Workflow programming Tag: 22039
  - 6
    - Data Migration Activities Fail and Error We are running a rather large migration with 10,000 Accounts 50,000 Contacts etc... and 250,000 Activities. I am using the default migration order. I go through all the setup steps for the cdf_ DB and kcik off the Microsoft.Crm.DataMigration.CDFMigrationTool.exe. A handful of Accounts and Contacts fail due to obvious data errors, but about 40,000 of the activities fail (see bottom of this message for sample error) with only 60,000 attempted before it errors out with: 7/11/2004 - 2:08:38 AM -- ERROR:Unknown//Exception has been thrown by the target of an invocation. The it proceeds to migrate Annotations and 'complete' the migration process. If I kick off the .exe again (making no changes or corrections) the same Accounts and Contacts fail, some of the previously failed activiies succeed - others continue to fail for no obvious reason and after attempting about 50,000 activities it dies on the same error. If I kick of the .exe yet again (3rd time here) the Account / Contact errors are the same, but activities immediately fail with the ERROR:Unknown//Exception has been thrown by the target of an invocation. This now is identical any subsequent (4+) attempts. So I have two problems: (1) Why do seemingly fine activity records fail the first time and then succeed the second (2) What causes the Error Unkown... and what can I do to fix that? Example of failed (1st Attempt) activity that succeeded on run #2: 7/11/2004 - 1:43:38 AM -- [ERROR] Failed to migrate object: <description>Activity regarding object Id or type is missing</description><details>CActivity::ValidateAccessToRegardingObject: objectid doesn't match objecttypecode</details><file>d:\crm\build\3297\src\platform\include\om\CRM\ Activity.inl</file><line>2513</line> 7/11/2004 - 1:43:38 AM -- <root><activity><StateCode>0</StateCode><owninguser>{8860F497-613E-4249-8C6D -EE4F4827683C}</owninguser><activitytypecode>134</activitytypecode><billed>0 </billed><category>Ops/Marketing</category><isworkflowcreated>0</isworkflowc reated><objecttypecode>1</objecttypecode><statuscode>0</statuscode><subject> Residential Direct Mailer</subject></activity></root> Tag: Workflow programming Tag: 22038
  - 7
    - Thunderbird E-mail & CRM Is it possible to use the Thunderbird e-mail client with CRM instead of Outlook? Is this possible with customizations? Tag: Workflow programming Tag: 22035
  - 8
    - bulk convert leads to contacts is there a way to bulk convert leads into contacts. imported 600+ leads that needs to be converted to contacts...but cant find a way to convert all of them into contacts. Tag: Workflow programming Tag: 22032
  - 9
    - safe way to test the sample data install. so since there is no way to remove fields in an easy way after they are added, and the fact that it took me 3 intsstalls (complete reinstalls of ms crm) to finally get ms crm working with the sampe data, i want to cover my A$$ while playing around with this. i have heard people say backup first, then you can restore. does this mean backup the dbs? it looks like there are 4 dbs created for the avendture works. do i just need to back these suckers up and restore them if all goes wrong again... ? looks like two of them are being replicated, will that be a probem in backing up? I assume this is becuase all the logic for the forms, ui rules, etc... is all stored in the db.?? anything else i need to bakcup first before i go screwing with the data? answer is appreciated, thank you !! Tag: Workflow programming Tag: 22029
  - 10
    - Newby CRM question How do you create the 3 CRM databases if you are using a full recovery backup plan? I cant find an example & I want to make sure there isn't anything beyond the "obvious". I know very little about SQL Server. Thanks, Bill Tag: Workflow programming Tag: 22027
  - 11
    - CRM in outlook In Outlook 2003 under "All Mail Folders" in Microsoft CRM only Custom Forms, Deleted Items and Search Folder show up. Any suggestions for the rest of CRM to show. Tag: Workflow programming Tag: 22026
  - 12
    - Microsoft CRM integration with Macola Hi, Does any one has made the integration between Microsoft CRM and Macola? Thanks. Tag: Workflow programming Tag: 22025
  - 13
    - Getting a -1 Status in Disqualify Lead - Don't think it is the language bug I'm getting a -1 status when I try and disqualify a lead. When I click on the picklist I get an IE Script Error: 'firstChild.firstChild.children[...].offsetTop' is null or not an object My guess is that the picklist values were deleted or customized or something. Where can I edit the Disqualify - Status picklist values? Any ideas on what could be happening? Tag: Workflow programming Tag: 22022
  - 14
    - Name resolution issues. Hey, First off any help would be really appreciated. I believe i am having some dns issues. CRM is working on my local host but it is not working on any other computers on the LAN. One of the problems I think is because the DNS is not configured properly but any attempt to do so has been invain. During installation when we choose "install and configure DNS on this computer" it did not create the 4 folders (msdcs,sites,tcp,and udp)that it should in the Forward look up zone.Instead it has 3 files (1) same as parent folder, (2) same as parent folder, (3)Shrek (which is my localhost).I tried using NETDIAG /FIX but it gives me the following errors.. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.Walnut.symted.com. re-regis ration on DNS server '209.226.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.Default-First-Site-Name._si s.Walnut.symted.com. re-registeration on DNS server '209.226.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.pdc._msdcs.Walnut.symted.co re-registeration on DNS server '209.226.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.gc._msdcs.Walnut.symted.com re-registeration on DNS server '209.226.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.Default-First-Site-Name._si s.gc._msdcs.Walnut.symted.com. re-registeration on DNS server '209.226.175.236 failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry _ldap._tcp.5010d1eb-ccd5-4b04-93b6-415 b44b70a.domains._msdcs.Walnut.symted.com. re-registeration on DNS server '209. 6.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry gc._msdcs.Walnut.symted.com. re-regist ation on DNS server '209.226.175.236' failed. DNS Error code: DNS_ERROR_RCODE_REFUSED [FATAL] Failed to fix: DC DNS entry f0ceb461-d505-4039-ab77-cd116cc0af5a._ dcs.Walnut.symted.com. re-registeration on DNS server '209.226.175.236' failed DCDIAG says that "SHREK failed connectivity test" I also tried stopping and starting NETLOGON from Administrative Tools-> services. Could there be any other reason as to why i cannot access CRM from other computers on the lan except for this? Another question is that I have exchange server and crm server on the same machine, now when i was configuring exchange-email router it asked me for a website, i did not choose the default website which is later changed to Micrsoft version 1.2 website, instead i made another website in IIS but that is not working, should i choose the same website as the CRM website for that to be configured properly? because the new website does not start indicating that "make sure its server bindings do not conflict with other sites running on the same machine." Any help would be much appreciated. This forum did help me a lot in solving a lot of installation issues. Tag: Workflow programming Tag: 22016
  - 15
    - Callouts fire on load for some entities (Bug) Hi, For some Entities (SalesOrder, Quote and likely others) update callouts fire when opening the record in the MS Crm Application. Obviously that is not expected behavior. Only if changes were made to the record in question and subsequently saved would one expect a callout. If anyone has found any documentation on this bug, or figured out a workaround, please could you post it here? Best Regards Thomas Scheelhardt Tag: Workflow programming Tag: 22015
  - 16
    - Territories and Managers Using the Sales Territory Manager it seems like a manager can only have one territory. Is this true, or is there a way to give one manager multiple territories? Thanks, Christian Tag: Workflow programming Tag: 22013
  - 17
    - Workflow Service won't start All my other services are starting up fine and the system is functioning normally (except for workflow). In the event log I get the error: "The Microsoft CRM Workflow Service service failed to start due to the following error: The service did not respond to the start or control request in a timely fashion. " I have tried to start it manually and get the same error. Any suggestions? Tag: Workflow programming Tag: 22012
  - 18
    - Renaming user account We recently let one of our sales guys go. He has been replaced so I renamed the account as alot of people normally do. However in CRM Im not able to add him because the old user still exists. Which makes sense because the SID is the same. However, the account still shows domain\olduser instead of domain\newuser. Im thinking this is just a synching/timing issue and will be handled in a few minutes. Im rebooting to verify, but Im hoping that you are able to rename an account in AD and that account will show up in CRM without having to always delete, disable account, create new account, and re-assign all the records Tag: Workflow programming Tag: 22004
  - 19
    - Crystal Reports -Filter in Custom Reports Hi, i have the following issue: I made some custom reports (from scratch, not modifying existing ones) with Crystal Reports. The Reports lists all MSCRM Users with corresponding opportunitys and you can drill down to opportunitys from the choosen Accountmanager. After deploying the report with ReportManager (-->Nice Tool! :-) everything works fine. Then, i want to Filter Data using Report-Filter in MSCRM. The only Entity i can choose is 'Account'. But i want to Filter trough Opportunitys as well. (Both Tables are used in CR). Any Ideas? Thanks in advance! Ed Tag: Workflow programming Tag: 22000
  - 20
    - Weird grid error with Views One of our client's have a dodgy AD user in the CRM (v1.2) (think its been deleted and re-added). The client shared the default contact views to the business unit containing the user. When entering the contacts tab they get the following error - Error Description: An unhandled exception occurred etc... Error Details: Not Applicable Error Number: Not Applicable Source File: Line Number: Query String: /_grid/grid_container.aspxviewId&gridId=crmGrid It also gives a Javascript error in _common/styles/select.htc, line 88 character 3 (code 0) - 'children.1.rows[...].cells' is null or not an object. If we make the view public again the problem goes away... How can we get rid of the dodgy user (I know they can't be deleted)? Simon Tag: Workflow programming Tag: 21995
  - 21
    - publish configuration overwrites isv.config from where..? I'm aware that isv.config is changed when customisations are imported with the Deployment Manager. But Publish Custumisation also seems to overwrite the file from somewhere (even if only contacts is selected to publish etc.)...? Our problem is a client is editing forms and they lose any changes to the isv.config every time they publish.. Where is it getting overwritten from? (We edit _resources\isv.config) TIA Simon Tag: Workflow programming Tag: 21994
  - 22
    - CRM Url I initially installed the CRM server to the default url of the server (i.e. http://servername). I then installed SharePoint and it messed the configuration up. I then uninstalled SP. Now I can't get to the default server's url of http://servername. Any suggestions on how to correct? Tag: Workflow programming Tag: 21991
  - 23
    - Fixing SFO errors We have been having all sorts of different SFO errors with pages not loading correctly etc. After calling MS we got some decent info I thought I would share for people who maybe running into similar problems. 1. In Outlook 2003 increase the amount of ram to Forms to 8192 2. Clear the forms cache 3. Install the 2003 Forms Cache hotfix Im awaiting instructions on where the hotfix and what needs to be done, but basically our problem was when running SFO we would get script errors sometimes when having multiple windows open at the same time. Most specifically was when creating a new account, then creating a new primary contact while in the new account window we would get form script errors. The problem was resolved immediatley by clearing the Outlook cache (even after rebooting/reloading etc) then more by increasing the ram to forms and then the hotfix should make it permanent. Tag: Workflow programming Tag: 21990
  - 24
    - CRM Import/Export Wizards and sample sales template dowload I noticed that there is a download available titled CRM Import/Export Wizards and sample sales template Last Modified 6/12/2004 8:06:19 PM Posted 3/15/2003 9:39:00 PM Do I need to load this on CRM 1.2 professional? Thank You, Barry Sunshine 21st Century Solutions Tag: Workflow programming Tag: 21989
  - 25
    - Refreshing a view after Update Hi I have a button that invokes an aspx page which updates some object (say some attribute of a quote or account).I've used the Update function in the SDK and display a message that the update has been successful.There is no problem until this part. Now, Is there a way for this change to be automatically cascaded in the view page? or Is there some other way to refresh the pages or close the current window etc and reload it again? Thanks. Vidya Tag: Workflow programming Tag: 21987
- Next
  - 1
    - Email router dont route Internal Email.. hi, so its a complement from my previous post.. In fact, the router works with SMTP Mail but doesnt work with internal exchange email.. Someone have an idea if is it normal or if exist specific configruation.. ? thx Tag: Workflow programming Tag: 21986
  - 2
    - Email not routed when send by Outlook hi, I send mail via Outlook and this mails are stored in exchange and not recreate to CRM .. When I create mail via Smtp via an asp.net application the mail are routed sucsessfully with the mail router ... All mail are in exchange I see it in da queue Plz help me Thx a lot Bye Tag: Workflow programming Tag: 21980
  - 3
    - Datamigration Problem Hello All, We are having a problem importing Accounts. He is the situation. We believe that we have done everything necessary to carry out a successful import from the Datamigration document, but the import still fails. There are no error logs created and nothing created in the event viewer, although when the data import runs it does state that there had been a SQL Server Error, but no other details are given. When we check CRM it appears that some information has been imported but all of the records are the same. we where doing a test of 10 records and all 10 records contained the same information when imported. there doesn't appear to be any pattern as to which one on our records was chosen as the one that supplied the data either. has anyone else come across this issue and if so did you manage to solve the problem? Regards Mike Tag: Workflow programming Tag: 21979
  - 4
    - Crystal Report Problem Cuando ejecuto crystal report 9, me sale un mensaje en la=20 pantalla que dice "no se encuentran los archivos=20 necesarios para ejecutarse en espa=F1ol.=BFDesea continuar en=20 ingles?. Existe alguna DLL, que necesite para arrancarlo=20 en espa=F1ol?. Por lo que no puedo instalar el CRM CR=20 Enhanced. Alguien ha podido solucionar este problema, si=20 alguien tiene alguna pista que por favor me ayude. Entorno sin el CRM: Windows XP Pro. Espa=F1ol Crystal Reports 9.2.2 Espa=F1ol Regional Setings Espa=F1ol Thanx in advance Tag: Workflow programming Tag: 21978
  - 5
    - CRM Implem Schedule Normally, how long does it take to implement Microsoft CRM Standard and Professional Editions with no customizations required? Let's say the company will be having 20 CRM users. Is 3 months too long? Tag: Workflow programming Tag: 21975
  - 6
    - horrible experience installing ms crm first of all, sorry for all the "axonom power" track posts. it kept saying form submission failed. anyway, installed ms crm 1.2, then tried to install the same data for adventure works cycle. in the process data import process, i got some error. i don't recall the error. i tried to run the data import again, got a message "you can only run data import once, you must reinstall crm". ok, great..... I should add ms crm was working great prior, except that it had no data. so i reinstalled crm completely. Now i get a new error in the install process towards the very end "setup was unable to unregister the sercurity service" i have no choice but to ingore the err, it will not succeed on the retry. so, after the install, i try to load the web app and i get this error "...security service has been disabled or has not yet started" so when i look in services there is no ms crm security service installed. I see all the other ms crm services, but not this one. i uninstalled ms crm again, completely. tried installing again, and i am still getting the same error. What can this be? Tag: Workflow programming Tag: 21971
  - 7
    - Not able to use Citrix to access Microsoft CRM Sales for Outlook Hi, As I understand it correctly you cannot use Citrix or Terminal Services to access Microsoft CRM Sales for Outlook (the Outlook client) at the moment. Does anyone know whether this has been fixed or if there is an add-on available that can solve this issue? Please let me know if you have any interesting information. Regards, Edwin Tag: Workflow programming Tag: 21969
  - 8
    - Axonom PowerTrack looking at this product for multi relations, table additions, work flow processes. would like some opinions on this from people who have implimented it. i have heard ms crm out of the box is pretty weak that that unless you want to do oodles of customization on your own, you almost have to have some third party addons. what other addons are people using besides axonom and what does it give you? thanks. Tag: Workflow programming Tag: 21968
  - 9
    - Axonom PowerTrack looking at this product for multi relations, table additions, work flow processes. would like some opinions on this from people who have implimented it. i have heard ms crm out of the box is pretty weak that that unless you want to do oodles of customization on your own, you almost have to have some third party addons. what other addons are people using besides axonom and what does it give you? thanks. Tag: Workflow programming Tag: 21967
  - 10
    - axonom Powertrak looking at this product for multi relations, table additions, work flow processes. would like some opinions on this from people who have implimented it. i have heard ms crm out of the box is pretty weak that that unless you want to do oodles of customization on your own, you almost have to have some third party addons. what other addons are people using besides axonom and what does it give you? thanks. Tag: Workflow programming Tag: 21966
  - 11
    - axonom Powertrak looking at this product for multi relations, table additions, work flow processes. would like some opinions on this from people who have implimented it. i have heard ms crm out of the box is pretty weak that that unless you want to do oodles of customization on your own, you almost have to have some third party addons. what other addons are people using besides axonom and what does it give you? thanks. Tag: Workflow programming Tag: 21965
  - 12
    - CRM Shortcuts toolbar missing Hi, I am having problems with CRM Sales for Outlook. The CRM toolbar and CRM folders have disappeared. I have uninstalled and reinstalled CRM and SQL Server MSDE, and still have the problem. The CRM Shortcuts item that normally appears under the View/Toolbars menu has disappeared. I can still access the CRM Website without any problems. The only articles that I can find relevant to this issue on the Internet refer to CRMADDIN.DLL, and mention removing/adding this DLL. I don't know how to go about doing this, but I have checked that the DLL exists on the hard drive and it appears to be registered (there are multiple entries in the registry for it). Any help would be appreciated. Thanks, Michael Tag: Workflow programming Tag: 21964
  - 13
    - i want license hi,good luck i want to license(more then 10 users). Thanks. my Email is wjs9552@163.com;wjs9552@sohu.com. Tag: Workflow programming Tag: 21959
  - 14
    - Can MSCRM support multiple databases Test database and Live database using the same application? Is the above method possible? Test system will be use for tesing and demoing purposes but using the same instance of application? Regards, Kyaw Tag: Workflow programming Tag: 21943
  - 15
    - create email activity using sdk ive tried using the sdk to create an email activity for a contact but it gives an error: System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted it faults at activity.Create() xml strings as follows: Dim strXml As String = "<activity>" strXml &= "<subject>Activity 1</subject>" strXml &= "<activitytypecode>138</activitytypecode>" strXml &= "<ownerid>" & oUserAuth.UserId + "</ownerid>" strXml &= "<objectid>{0CCEDC47-4DDB-4A6D-89DC-E22315CC1C8B}</objectid>" strXml &= "<statecode>1</statecode>" strXml &= "</activity>" Dim strPartyXml As String = "<activityparties>" strPartyXml &= "<activityparty><partyid>{0CCEDC47-4DDB-4A6D-89DC-E22315CC1C8B}</partyid>" strPartyXml &= "<partyobjecttypecode>2</partyobjecttypecode>" strPartyXml &= "<participationtypemask>8</participationtypemask>" strPartyXml &= "</activityparty></activityparties>" any help will be greatly appriciated Tag: Workflow programming Tag: 21942
  - 16
    - CRM Sales for Outlook - toolbar has disappeared Hi, I'm having a problem with the CRM Sales for Outlook client where the CRM Toolbar has disappeared and the CRM folders are unable to display their contents. After an uninstall and reinstall the problem still remains. Does anyone have any ideas for how to get the toolbar and folders back? The CRM Website is functioning correctly from the same client computer. Michael Tag: Workflow programming Tag: 21940
  - 17
    - CRM 1.2 Implementation Hi Everyone, I followed the IG to implement CRM1.2 on SBS2K3. However I could load the web site after the installation (The Page cannot be displayed). My setup on the SBS2K3 is ISA, with Sharepoint services activated. Your help is much appreciated. Tony Tag: Workflow programming Tag: 21938
  - 18
    - Automatic Data Entry Script OnChange Event for Date Field. Hi, Sub: Automatic Data Entry Script OnChange Event for Date Field. has anyone assigned 'Today date'( new Date()) to a custom date filed on the form - OnChange of a Picklist field, I have the following code. DatefiledName.value = new Date(); This assigns, currect date to the field, but then when I save it does not like it. When I manually assign a date it displays in the format mm/dd/yyyy, and saves correctly, so I changed the script to: d= new Date(); s = d.(getMonth() +1); s += '/' + d.getDate(); s += '/' + d.getFullYear(); DatefiledName.value = s; This also accepts and displays the date as 'mm/dd/yyyy' but when I save , it again does not like the format. What Am I doing wrong? Has any1 assigned date to DateType field in Onchange Event; Thanks for your Help. Q Tag: Workflow programming Tag: 21937
  - 19
    - Not able to close an activity within Outlook When we trial to close an activity in Outlook 2003 we've got the following message. An error has occurred. For more information, contact your system administrator. We look in hte event viewer of the server and we have this description. Error: Can't clean up the following tables: Activity. If we access via the web we do not have this problem. Does anyone resoved this ? Regards Tag: Workflow programming Tag: 21936
  - 20
    - help with CRM1.2 deployment Hi, I installed MS CRM1.2 on a Windows 2003 server. The sample database (Adventure Cycles Work) and license key provided used; CRM server added to the Pre-Windows 2000 compatible access group; installed and accessed as domain administrator. When I access the web application at the server with localhost or server name, it works just fine. However, when I try to access it through client machines in the same domain, IE will simplely crash/disappear after I input my user name and password. Someone please help me... Thanks in advance! -duoduo Tag: Workflow programming Tag: 21935
  - 21
    - help with CRM1.2 deployment Hi, I installed MS CRM1.2 on a Windows 2003 server. The sample database (Adventure Cycles Work) and license key provided used; CRM server added to the Pre-Windows 2000 compatible access group; installed and accessed as domain administrator. When I access the web application at the server with localhost or server name, it works just fine. However, when I try to access it through client machines in the same domain, IE will simplely crash/disappear after I input my user name and password. Someone please help me... Thanks in advance! -duoduo Tag: Workflow programming Tag: 21934
  - 22
    - modify fields Hi - just started using CRM and have several questions. 1. How do I modify the COUNTRY field? I want a user to be able to type in the name of the country and return and display the 2-letter country abbreviation? Do I have to build a new table for that or can I modify the country field as it is now? 2. How do I apply or change field rules such as case- convert, etc. for either existing fields or fields I create? Thanks in advance for any assistance you can give me. Cheers Ruthie Tag: Workflow programming Tag: 21932
  - 23
    - CRM 1.2 Feature Pack Microsoft announced the release of the feature pack on CustomerSource and pointed us to the www.microsoft.com/download area to get it. I am not seeing it. Anyone else find it yet? Some portions of the feature pack are available but I am most interested in the Outlook for Sales mods and also Mobile CRM 1.2. Tag: Workflow programming Tag: 21926
  - 24
    - Exception Thrown (0x80044104) One of our sales people is currently getting an error when trying to use SFO. This was working on his machine for months and decided to stop working last week. He can still access the server from the web, but connecting through SFO blows up. The error returned is below. Anyone have any ideas why this is happening? Only thing I could find about it was: IDS_RCSYNC_SOAP_SEND_FAILED - 0x80044104 - [No error message specified.] on MSDN and that hardly tells me what's wrong. Funny thing is the EXACT same thing happened a few months ago and I didn't have time to look at it right away... next day it fixed itself. Any help would be great! Thanks, Josh Exception from HRESULT: 0x80044104. 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: 0x80044104. 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 (0x80044104): Exception from HRESULT: 0x80044104.] Microsoft.Crm.Platform.ComProxy.CBizUserClass.WhoAmI() +0 Microsoft.Crm.Security.UserCache.GetCurrentUser(Cache cache, String username) +224 Microsoft.Crm.Security.UserCache.GetCurrentUser(Page page) +72 Microsoft.Crm.Application.Controls.AppPage.OnLoad(EventArgs e) +101 System.Web.UI.Control.LoadRecursive() +27 System.Web.UI.Page.ProcessRequestMain() +731 Tag: Workflow programming Tag: 21925
  - 25
    - Security settings for added tabs/buttons? How do I integrate security settings for my added tabs and buttons so that members that are assigned specific roles can only access/see them? For example, I want to add a meny item on the main page that only the CRM Administrators have access to. How can I do this? Thanks! David Tag: Workflow programming Tag: 21924

Hi Guys!

A workflow question.

I would like to control workflow so that when a Quote gets turned into an
Order, certain Activities gets created, these activities depend on the
products in the Quote/Order.

Is this possible through workflow programming?

If not, can I add code through the SDK that does this somehow?

Gratefully!

!Robert

Top

Re: Workflow programming by Matt

Matt
Wed Jul 14 16:55:10 CDT 2004

Robert,

You can add conditions to the workflow rules to interogate data on the Order
when it is created. This can allow you to take alternate paths in your
workflow.

Matt Parks
MVP - Microsoft CRM

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On Wed, 14 Jul 2004 15:31:09 +1000, "Robert Eliasson" <robert@gnetech.com>
wrote:

Hi Guys!

A workflow question.

I would like to control workflow so that when a Quote gets turned into an
Order, certain Activities gets created, these activities depend on the
products in the Quote/Order.

Is this possible through workflow programming?

If not, can I add code through the SDK that does this somehow?

Gratefully!

!Robert

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