Write In Products and Discount Lists

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- Previous
  - 1
    - Alternate Address Picker When in the customization tool, no mappings are visible from the Alternate Addresses table that exist to Quotes and Orders objects. When you pick an address, do mappings exist that are tied to the shipping method? It appears as if the shipping method changes when you select an address for the Bill To or Ship To. Any have any ideas? Tag: Write In Products and Discount Lists Tag: 36456
  - 2
    - Outlook 2k3 w/SFO - Crashing Hey guys I'm running Sales for Outlook 2003 with MSCRM 1.2 on Windows 2003 SBS I'm exploring the functionality of SFO, but I keep having problems. I I click "Promote E-mail to CRM Activity," Outlook dies. If I try to d anything else involving CRM, i.e. "CRM Task", It tells me "An erro occured while trying to synchronize the task information to th Microsoft CRM system. Where can I look to start troubleshooting this? All users hav licenses and can access CRM through IE. Thanks in advance for any help Tag: Write In Products and Discount Lists Tag: 36442
  - 3
    - Weird behaviour of crystal reports Hello, We have set up CRM quite according to the IG, but experience some weird behavior with crystal reports. Here is our usage scenario and the symptoms (not sure, what is relevant and what isn't): our users use crm mainly via the browser interface while travelling around. Most of their laptops don't belong to the domain where crm and all its components are installed. However the users themselves exist in the AD, but have never logged on to the domain directly. While on the way using the browser the users cannot access the reports and get the error message: "Crystal Reports Logon Error. Please verify that you have enough Crystal lisences." However, if somebody accesses the internal Network (e.g. through Remote Desktop to some internal PC and using the browser there) and does absolutely the same he is able to see the Reports. After that he is also able to see the reports from a remote browser for a limited period of approximately 15 minutes until the error occurs again. Does anybody have an idea what is going wrong and how to correct it. Thanks, Janus Tag: Write In Products and Discount Lists Tag: 36441
  - 4
    - Not all SFO Contacts are getting Account Field Populated Everyone, I have a number of SFO and all of them are getting about 10 - 20 % of their contacts sync'ed without the Account field populated. They have sharing rights assigned to them either by Group or individually. Interestingly, though, the VP and CEO, when they sync the entire list only get less than 1% without account field populated. Basically no problems with them. It appears to be a permissions issue, but I can't seem to find where they lacking any rights. Anyone have any ideas? I am desperate to get this resolved, VP is breathing down my neck. Thanks, Brian Corbet Tag: Write In Products and Discount Lists Tag: 36439
  - 5
    - SQL Publishing - SFO Hi, in the Replication Publishers I see 2 items, however in the Repl Monitor I see only one item. I miss the CRMPub_<org name>_MSCRM publication. The result is that the SFO client has problems with going offline, How can I solve this??? Thanks. Tag: Write In Products and Discount Lists Tag: 36433
  - 6
    - SFO folder are missing hi I have a problem with the folders onder SFO voor outlook 2003. i can not see any of Account/ etc in my outlook. if i log on with my admin acount i have no problem at all. but with normal usrs i can not see this folders. i did add the addins from outlook extra menu en i did made the normale user the member of local admin of work staion but stil i can not see any of this folders. any help? Tag: Write In Products and Discount Lists Tag: 36431
  - 7
    - Adding the same information to multiple contacts Hi, I'm wondering if it's possible to add the same information to multiple contacts at the same time. I want to add to a selection of contacts if they were present or absent at a seminar, so the secretary can send them a letter. I have looked but can't find this feature. Now she has to fill in the field contact for contact ... and that's not a nice thing to do ;). Can somebody tell me if there is a solution? Thanks ... Tag: Write In Products and Discount Lists Tag: 36430
  - 8
    - windows user deleted, now we cannot acces user crm data we have deleted a windows account a a salesman, an now we cannot access his crm data. creating a user with the same name did not solved the problem (i think it is the UID...) What can we do? Tag: Write In Products and Discount Lists Tag: 36429
  - 9
    - include a link to an opportunity record in a workflow email Hi all, On this newsgroup I've read that a hyperlink can be included in a workflow email for a case record. This hyperlink will open the related record directly. The recommended link to put in the email: <a href="http://crm/CS/cases/edit.aspx?id=&incident.incidentid;">Case &incident.ticketnumber;</a> Now I'd like to do the same thing for an workflow email about an opportunity record. This is the link I included in the email: <a href="http://crm/SFA/opps/edit.aspx?id=&opportunity.opportunityid;">opportunity</a> Unfortunately, this one is not working. What changes does this link need to function properly? Thank you for replying. Basman Tag: Write In Products and Discount Lists Tag: 36428
  - 10
    - Updating Tasks I am receiving " an error occurrred while trying to synchronize the task information to the Microsoft CRM System" anytime i try to modify a task in Outlook rather than in CRM. I also notice that any modifications to tasks in CRM are not synched to Outlook. Any suggestions as to how to fix this? Tag: Write In Products and Discount Lists Tag: 36427
  - 11
    - Retrieve activity attachment using the CRM SDK Hi Can I extract the content of an attachment file in an activity to an external file. Is that possible using the sdk? Anyone has a sample? Thanks Rakefet Shohat RepliWeb, Inc. http://www.repliweb.com Tag: Write In Products and Discount Lists Tag: 36426
  - 12
    - Alternative to exchange router Hi, Does anyone have an alternative for the exchange router. My customer has a hosted exchange solution and it will not be possible to install exchange router on the exchange server Thanks Mike Tag: Write In Products and Discount Lists Tag: 36425
  - 13
    - .srf mapping - can't click 'ok' I have a problem installing the exchange email router and have followed the various suggestions all which lead me to adding the .srf mapping in IIS. The mapping is missing for whatever reason. When i try to add it manually, however, it just won't let me click on ok. I have checked and double checked the path to CRMISAPI.DLL but it wont accept it. I'm stumped. Any ideas? Tag: Write In Products and Discount Lists Tag: 36421
  - 14
    - sales standard process and the effect of manual probability changes Hi all, We use the sales standard process for our opportunities. Through the onChange Event (Javascript) the sales stage code affects the probability. E.g. (stages & probability) 00-Not Started - 0% 01-Contact - 5% 02-Initial Meeting - 10% etc. So if a user selects stage 01 from the sales stage code picklist the probability field gets the value of 5%. However, we've discovered that if a user first selects a stage and then MANUALLY changes the probability, the onChange Event no longer affects the probability. Is there a way to keep the onChange Event working, although a user has manually changed the probability once or twice (because the default probability for the stage was not appropriate)? Or does a one-time overrule means that the probability will stick to the applied value (although you'd expect it to change onwards along with the change of stage)? Thank you for replying. Basman Tag: Write In Products and Discount Lists Tag: 36419
  - 15
    - Language incompatibility and "upgrading" CRM from one lang to anot We recently had a problem doing some work for a client because our CRM implementation is American English and theirs is International English. How can I 'upgrade' our CRM from American English to International English. Thanks Gill Opsis www.opsis.com.au Tag: Write In Products and Discount Lists Tag: 36414
  - 16
    - An Error has occurred. Please Contact Systems Adminsitrator I type MSCRM and receive this message - I've been out of town for a week - what can i do to fix this? Tag: Write In Products and Discount Lists Tag: 36404
  - 17
    - Importing SQL competitive CRM into MSCRM We have an ailing Sales Logix Server running MS SQL 2000 in our company. Since we are a MS partner we thought we would go to MSCRM. We have it successfully deployed, however, am not finding much about how to import competive CRM's such as Sales Logix into MSCRM. Can you do a simple import from one SQL to the new CRM SQL? Anybody been down this road? Tag: Write In Products and Discount Lists Tag: 36401
  - 18
    - Integrating MS CRM with Commerce Server As the subject suggests.. we are currently in the middle of implementing a MS Commerce Server based product catalog. We are also evaluating various CRM products and was wondering if there was any information out there about integrating Microsoft CRM with Microsoft Commerce Server 2002. Any user experiences, or any links to case studies would be very helpful. Thanks.. Tag: Write In Products and Discount Lists Tag: 36400
  - 19
    - CRM can't start Outlook to import contacts. I am having a weird problem. I am trying to get CRM to import contacts that are in Business Contact Manager. When I try the import process and have CRM get them from BCM in Outlook, when it tries to start Outlook, it comes up with an error message that it could not start Outlook, it might not be installed. I am doing this on a XP machine with Office 2003 installed. Outlook by itself works fine. Any idea? Bruce Tag: Write In Products and Discount Lists Tag: 36399
  - 20
    - Add database fields to Activity Can anyone please tell me how to add fields from the CRM db into an activity, similar to how it's done with email templates? Is this possible? Thanks so much. Mitch Tag: Write In Products and Discount Lists Tag: 36397
  - 21
    - Page cannot be found; "you don't have sufficient security privilag I have remove and installed crm ans sql 3 times now. I keep getting to the same spot. When entering http://server I get the login server.domain\administrator. When I enter the password it comes back with Page cannot be found. when I try to run deployment manager and run add user wizard, I see the list of AD users but when I try to add a user to be a CRM user, I get the message of "you don't have sufficient security privilage to run the user manager...." I have SBS 2003, and SQL+SP3 and CRM are on a win2K3. I don't have any workstations setup yet. this is still a test environment. some help would be great. Tag: Write In Products and Discount Lists Tag: 36396
  - 22
    - CRM mobile over GPRS Why does the installation guide say this is not supported? I have it working with - what appears to be not trouble. What are the pitfalls with this? other than GPRS data costs. Thanks Mike Tag: Write In Products and Discount Lists Tag: 36394
  - 23
    - No Company Name on Contacts Can someone tell me why there is no company name on the contacts form? Seems very strange to me. What am I missing? Thanks in advance. Mitch Tag: Write In Products and Discount Lists Tag: 36391
  - 24
    - Deployment tool cannot publish customization I've re-installed my CRM using existing databases on a website I created with port number 4000 (As prep for deploying CRM Mobile). Everything works fine except the deployment tool cannot publish customizations. I select the module to publish, try to add a CRM server to publish from and the deployment tool puts up a dialogue saying 'Looking for a CRM Server...' and then waits for ever. I've also noticed that the Workflow Manager and Monitor only find the server if I tell it to use the servername:portnumber rather than just the servername. I've probably broken some install rule but can't quite work out which one. Any ideas? TIA -- Simon Morris Tag: Write In Products and Discount Lists Tag: 36389
  - 25
    - Compare CRMs Anyone have any experience with SugarCRM and MS CRM and how they compare? Tag: Write In Products and Discount Lists Tag: 36386
- Next
  - 1
    - Reassigning orders I have the following set up. Organization : business units (BU1) and (BU2) User1 belongs to BU1 and User2 belongs to BU2. The aim is to let User1 manage accounts and create orders and then assign the orders (after manual review) to User2. The constraint is, once the order is reassigned to User2, User1 should not be allowed to edit the order. I am trying to achieve this by following these steps: 1. Assign a role to User1 so that (s)he can update orders that belong to him/her only. 2. User1 logs in and creates an order. 3. User1 assigns the order to User2. 4. Admin logs in and removes User1 from the sharing list for the order. Thus, User2 now is the sole owner of the order. Now, User2 is able to access the order, which is what I want. But I am surprised to find that User1 can still modify the order. IS there any rule that creators of entities will always be able to edit it? Am I doing something wrong? The goal is to let a group of people create orders and then let another group of people manage the same. Any help is appreciated. Thanks Tag: Write In Products and Discount Lists Tag: 36382
  - 2
    - Contracts How can we update a expired contract or renew it with out creating a new contract? Tag: Write In Products and Discount Lists Tag: 36379
  - 3
    - Contract I would like to update or extend an expired contract, is this possible? Tag: Write In Products and Discount Lists Tag: 36378
  - 4
    - contracts Is there a way to edit expire or renew contracts without creating a new contract Tag: Write In Products and Discount Lists Tag: 36377
  - 5
    - Force Removing SFO Hi All, I installed SFO on my pc a while back. Since then I've changed domains and the old user account that I installed SFO with is gone. When I log on as an admin and try to remove it through Add/Remove programs it says I have to be logged on as the user that installed the program. Given that this user is no longer available is there a way of forcibly removing SFO? Thanks Tom Tag: Write In Products and Discount Lists Tag: 36375
  - 6
    - SFO - router installation Hi All, We have a scenario where in we have 4 exchange servers present in the organization (all the 4 servers are in the same domain). Only one of these 4 have the ability to receive incoming mails from the internet whereas all 4 can send email to the internet. So all mails that come to the organization are routed through that specific Exchange Server. I wanted some inputs on the placement of the CRM router, as to where all should the router be placed so that there is effective tracking of CRM Mails (so that the mail can be converted to a CRM Email activity - both incoming and outgoing mails) and we dont lose out on any information. thank you Tag: Write In Products and Discount Lists Tag: 36369
  - 7
    - IE6 SP1 downloading problem Hello! I had FlashGet installed and uninstalled recently. After that, I noticed that when I click to download an .exe file, IE6 SP1 is not displaying the "Save to" window and I can see on the left bottom corner of the browser that it is silently opening the file. I opened registry editor to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Plugins\Extension\ and deleted the .exe key and restarted the computer. However, the problem is that the key is being recreating itself again and the problem persists.. Any ideas how can I fix this problem??? I looked around the internet and have not found any other case in which the key recreates itself.. The 2 keys that are being recreated are: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Plugins\Extension\.exe and HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Plugins\MIME\application/x-msdownload Tag: Write In Products and Discount Lists Tag: 36365
  - 8
    - Workflow Manager Adaptations or Workarounds Hello, Does anybody know if there is a way to assign workflow rules to Teams rather than specific users? I have a very high turnover in my organization and the administrative efforts toward maintaining workflow rules and processes is brutal since all we have been able to find is the ability to attach rules base on specific user. Also, is there an activity in Workflow Manager that allows the Share function instead of the Assign function? Thanks for your help!!! AG Tag: Write In Products and Discount Lists Tag: 36362
  - 9
    - Extending Grid Results in Personal Settings I am trying to extend the grid results in personal settings and cannot find any supporting documentation for it. I have been able to change the form code successfully enough by altering the selections in <server>/_Tools/PersonalSettings/Dialogs/personalsettings.aspx but when I choose the new selections from the front end of the application, it reverts back to 25 results per page! Can anyone help me please!!! AG Tag: Write In Products and Discount Lists Tag: 36360
  - 10
    - Can anyone send me the Microsoft.Crm.Platform.Proxy.dll and Microsoft.Crm.Platform.Types.dll files ? Hi, I'm stucked without those files, and I don't have the instalation disk. Can anyone send me those files ? Thanks in advance, Eddie. Tag: Write In Products and Discount Lists Tag: 36343
  - 11
    - Crystal Enterprise change password error I just installed MSDN version of Microsoft CRM 1.2. I get this error when changing the password for Crystal Enterprise from the default <blank> value. "Unable to change password. Error returned is: This is an unprecedented token. The expected token is 'QUOTE'. Line 3 Positon 18" Also, I get this error when accessing reports section in CRM: "Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to communicate with crystallogon.csp" Tag: Write In Products and Discount Lists Tag: 36341
  - 12
    - Changing ownership of Accounts I need to change the owner of all accounts in CRM to one Generic user. The sales team is no longer using CRM and I want to free up their licenses. I am having a problem with the fact that I can not change the owner of an account with out it changing the owner of any open or existing cases or activities. Yes, you might want the owner to trickle down but it is my customer care groups that have all these open tickets,not the sales team. When I change ownership they loose their cases that they have been working on. I have several thousand customers to change with open cases and am having trouble coming up with a solution. Has anyone come accross this before and if so, how did you handle the situation? Tag: Write In Products and Discount Lists Tag: 36338
  - 13
    - transferring licenses between a family of companies company 1 bought too many sales pro licenses. company 2 needs more. Both cos are run by the same Board and owned by the same shareholders. I admin both implementations. We want new keys to reflect a new transfer of 12 sales pro licenses. We paid top price for close to 45 licenses. It seems I just need to find out the right way to present my issue to MBS or find the right person to take this up with. So far, I'm told this can't be done. We are a Microsoft Certified Partner (not an MBS Partner though). Any suggestions or experience with this? Tag: Write In Products and Discount Lists Tag: 36333
  - 14
    - Slugs with Userfields - Workflow Can you use Slugs with user defined fields? I have created a field in the leads table call CFSSourceDesc and the following commands do not work: &lead.CFSSourceDesc; &lead.cfssourcedesc; Has anyone had luck with adding user defined fields to an email using slugs? Tag: Write In Products and Discount Lists Tag: 36329
  - 15
    - Deleting expired contracts I have an Account with two contracts that have already expired, and I am trying to delete this contracts, but when I try to do so, I always get an error stating that the current status of the contract does not allow that action. (Actual error is " El estado del contrato no permite esta acciÃ³n.") Any ideas? Thanks a lot Tag: Write In Products and Discount Lists Tag: 36328
  - 16
    - I can to use SQL Analisys Services with Microsoft CRM ?? I can to use SQL Analisys Services with Microsoft CRM ?? Tag: Write In Products and Discount Lists Tag: 36326
  - 17
    - BizUser.WhoAmI from outside CRM I orginially thought that when I issued this call from outside of CRM that I would get the admin user. I was under the impression that I could still use the API from something like a batch mode in addition to under the CRM umbrella. However when I do this, I get an exception saying that user not logged in or not part of a business unit. Any suggestions. Thanks! Tag: Write In Products and Discount Lists Tag: 36320
  - 18
    - Custom Reports I Trying to connect a CRM from Crystal, but I'm getting the following error: Logon failed Details: An error occurred while resolving logged on user IDs throug the BizUser Service thanks in advance Carlos Tag: Write In Products and Discount Lists Tag: 36309
  - 19
    - 'Server localhost is not responding. This ....' I'm getting the following error(s): 1 - entering http://192.168.1.10/crm. and logging in as the domain admin (as I have installed it) I get: You are not authorized to view this page. 2 - When I go to CRM deployment manager and try to add a user I get the following error: 'Server localhost is not responding. This might happen if it is currently unavailable,it is not a Microsoft CRM server, or you do not have sufficient privileges to run User Manager. Network setup is: 1 SBS 2003, 1 Windows 2003. CRM and SQL are installed on windows 2003. SQL service using DC administrator account, CRM service using as local system accont. Tag: Write In Products and Discount Lists Tag: 36295
  - 20
    - License issue (sales / customer service) Hi, We are going to CRM for both sales and customer service group in our organization. We are planning to by both sales and customer service licenses for these 2 groups. My questions are: 1. Can the users with Customer Service license view orders? 2. If not, can these users at least own activities for an order? Thanks Tag: Write In Products and Discount Lists Tag: 36293
  - 21
    - Help modifying Quote printout I want to add individual products to the quote printout, but I can't find it. I have Crystal 9.2.2, but that only seems to find the Quote List reports from the Reports tab. I want to modify the individual quote printout to change it to a layout that I can send to a customer. Where can I find the report template??? Thanks for any help. Pete. Tag: Write In Products and Discount Lists Tag: 36288
  - 22
    - SFO data ownership and sharing data We have a client who's field sales force shares many of there contacts. If a contact needs to be shared between more than one Salesperson, can that contact be synchronized with their SFO? I understand that SFO synchronizes only the data you own, and only one user may own a record. But if a contact is assigned to a user, synchronized with SFO (go offline and then back online), and then the contact is reassigned to another user, will the original SFO user still synchronize with the contact they once owned? Carroll Tag: Write In Products and Discount Lists Tag: 36287
  - 23
    - Page header or footer longer than a page. File 794368d5a91da8.rpt. Anyone seen this before? It only happens when trying to run the report via the CRM interface. The report ran fine last month. It's a copy of one of the canned pipeline reports that comes with CRM, with a date filter applied. Report has no parameters, just a filter. The report runs fine in Crystal. Many thanks Tag: Write In Products and Discount Lists Tag: 36286
  - 24
    - SFO Offline error "Exception from HRESULT: 0x80040E14" Hi, I'm reposting this message because I haven't got any response. I'm receiving an Exception from HRESULT: 0x80040E14 when i'm trying to access any pages offline. Online works fine, and syching works fine. More detailed errors are as follows: 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 (0x80040e14): Exception from HRESULT: 0x80040E14.] Microsoft.Crm.Platform.ComProx=ADy.CBizUserClass.Retrieve(CUser=ADAuth& Caller, String UserId, String ColumnSetXml) +0 Microsoft.Crm.Security.UserCac=ADhe.GetCurrentUser(Cache cache, String username) +748 Microsoft.Crm.Security.UserCac=ADhe.GetCurrentUser(Page page) +72 Microsoft.Crm.Application.Cont=ADrols.AppPage.OnLoad(EventArgs e) +101 System.Web.UI.Control.LoadRecu=ADrsive() +27 System.Web.UI.Page.ProcessRequ=ADestMain() +750 And this is the error in the Event Viewer. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError=AD(Exception e) at System.Web.UI.Page.ProcessRequ=ADestMain() at System.Web.UI.Page.ProcessRequ=ADest() at System.Web.UI.Page.ProcessRequ=ADest(HttpContext context) at System.Web.CallHandlerExecutio=ADnStep.System.Web.HttpApplicati=ADon+IExecu= tionStep.Execute() at System.Web.HttpApplication.Exe=ADcuteStep(IExecutionStep step, Boolean& completedSynchronously) I've tried re-installing SFO and continue to get the same error every single time. Does anyone have any idea what this error is even related to? =20 Thanks Linna Tag: Write In Products and Discount Lists Tag: 36285
  - 25
    - .net 2.0 and CRM 1.2 Hello, Is it possible to make coexist .net 2.0 and CRM 1.2 on the same server ? Thanks, Nico Tag: Write In Products and Discount Lists Tag: 36274

Has anyone else had problems with the combination of using CRM Write In
products when utilizing Discount Lists? Here is the situation:

We have products that discount lists are applied to. However, if you
choose to write in a product, it will still try to apply the discount
list. Any way to shut this off or disable it when using Write Ins?

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