Not able to Synchronize outlook with CRM

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- Previous
  - 1
    - Imported Leads Conversion to Opp. Hi! I am trying to do a Bulk Import of Leads from a csv file and convert some of them into opportunity. I am getting an Error " Sales Force Automation Error - You cannot qualify a lead which is already closed ". But when iam creating a new lead inside CRM and convert into an opportunity, it is working without an issue. Any clue ? pls help Tag: Not able to Synchronize outlook with CRM Tag: 70015
  - 2
    - Problems in viewing Report Hi we have installed the SQL and CRM in 2 different servers, running on win 2003. I face a problem when viewing reports as it keeps popping up dialog box for username and password which when not given gives a "page cannot be displayed" error. can anybody let me know why the logon request for report section is prompted. I tried to fiddle around with report section datasource, by selecting various options and it works only when a AD user is given in the credential section, since the user's password is prone for expiry, it will be risky to give that option. Tag: Not able to Synchronize outlook with CRM Tag: 70014
  - 3
    - ReportServer Problem (404 and File not found error) - Solution During some recent changes to our servers I found that the ReportServer functionality stopped working so that when I selected Reports within the CRM system an error message was displayed asking me to contact the System Administrator. In addition to this when I browsed to the virtual directory housing the site I got a 'Page cannot be displayed' message. This also seemed to affect the ability of the CRM system to display the System Settings page as it displayed an error message again. So after a little bit of investigation I have narrowed down the problem to the fact that SharePoint had been installed on the same server as the ReportServer AND there is a ReportServer bug. To solve the problem I found the following articles; http://msdn2.microsoft.com/en-us/library/ms159697.aspx - Deploying Reporting Services and Windows SharePoint Services Side-by-Side http://support.microsoft.com/?kbid=922656 - Error message when you try to open the Report Manager tool in SQL Server 2005 Reporting Services: "The request failed with HTTP status 400: Bad request" Or "An attempt to connect to the report server failed" I have also come accross a third KB article which I did not require but may be useful; http://support.microsoft.com/kb/916159/en-us - You cannot modify system settings, add reports, download reports, or modify report properties in Microsoft CRM Tag: Not able to Synchronize outlook with CRM Tag: 70009
  - 4
    - Username is replaced by System in Created By Column Hi, How come the Created by column in the History entity in the Contact form are assigned with SYSTEM and not the actual user who created the activity in the first place? How do I change this? I am mainly working Outlook and use the track in CRM functionality. Greatful for any help in this matter. Tag: Not able to Synchronize outlook with CRM Tag: 70007
  - 5
    - Any ssues Installing SQL 2005 Service pack 1 on CRM Server We have CRM Server 3.0 with SQL 2005 Server running at one of the client place. We want to apply SQL 2005 Service pack 1 on Server where CRM database is sitting. MS Support team, recently advised one guy in our team against installing SQL Service pack 1. Installing would have issues with the CRM server and would stop the CRM server from operating properly. MS team did not go into specific details as to what the issues were or any details of the types of issues it would cause, they just strongly advised against applying SP1. I would like to know does anyone had applied SP1 on Server. Any issues? I could not find specfic in MS Site. I would appreiate if I can have reference links to verify that as well. Thanks in Advance. Tag: Not able to Synchronize outlook with CRM Tag: 70004
  - 6
    - Customer Relationship Management (CRM - October 2006.) Customer Relationship Management (CRM - October 2006.) CRM Basics,CRM Objectives,Types of CRM : Operational CRM , Analytical CRM ,Collaborative CRM, CRM Implementation ,CRM Technical Functionalities ,Popular CRM's : SugarCRM ,vTiger CRM , Daffodil CRM ,Future of CRM http://flying-rugs.com/crm/CRM.html Tag: Not able to Synchronize outlook with CRM Tag: 70003
  - 7
    - Automatically convert a Phone Call into Opportunity ? I have a Phone Call Campaign Activity distributed to a Contact, I have added a customized field (Accept/Unaccept) in the Phone Call. The normal crm operation flow is that the users choose "accepted" in the picklist and then save the Phone Call, after that they need to convert the phone call into Opportunity. However, the user want to bypass the 'step' to click the "Convert to Opportunity" button. What the users required is that when they SAVE the phone call whenever the picklist value is ACCEPT. The system will automatically convert the phone call into opportunity. Moreover, a Service Activity also need to be created in that Opportunity. Any suggestion? Many Thanks. Tag: Not able to Synchronize outlook with CRM Tag: 70000
  - 8
    - trouble importing customizations onto a the Demo version of Virtua I have fully customized a client installation of CRM 3.0 including custom entities. I am trying in import these customizations onto a Virtual PC 2004 running the CRM 3.0 Demo image from May 2006. I have not touched this virtual image. It is the demo system with no changes. Iâ??m getting an error that my mappings are not right. The message reminds me of the Mapping restrictions 1. The source and target attributes must be the same type. 2. The source attribute length must be < or equal to the length of the target attribute. 3. The target attribute must not have a mapping relationship with other mappings. This 3rd restriction has me doubting things. For example, all implementations Iâ??ve seen have the following mapping: Lead.address1_city to contact.address1_city And Account.address1_city to contact.address1_city. This violates rule #3 yet it is an out-of-the box mapping. So my dilemma â?? How do I import my customizations when Iâ??ve been through all mappings and rules 1 and 2 seem to be preserved? I tried to import just the three entities Account, Lead, and Contact but it also errored saying my mappings were not correct. Should I delete the mappings on the target (Virtual PC) machine before importing? How do you find out what specifically it causing the error? Tag: Not able to Synchronize outlook with CRM Tag: 69999
  - 9
    - Service-Oriented Architecture(SOA) - Principles & Practice (October 2006) Service-Oriented Architecture(SOA) - Principles & Practice (October 2006) The Principles of SOA,Loosely-Coupled Architecture,The SOA Solution - How it Works,The iBOLT Flow Editor, Composite Applications,Implementing a SOA with iBOLT http://flying-rugs.com/soa/ Tag: Not able to Synchronize outlook with CRM Tag: 69998
  - 10
    - Install issues Did a first install, but 'step 11' did not warn to write down the URL to attempt to bring up CRM. Where in the installation can I find the URL?????? This is not SBS so localhost:5555 does not help. I don't think we had any users set up in the DC when CRM was installed onto some test servers. There is an OU setup. Can this be an issue? Is there a default admin logon anyway? When attempting to run registration, I get: SQL Server does not exist or access denied. by the way, will running registration on a test server create issue for us when using the same license for production? When attempting to run the Deploymet Manager, I get the error that (MSSQL$CRM) is not running. I don't even see it listed in services. Environment. Virtual Server running both SQL and MSCRM... seperate Virtual Servers for Exchange and DC. The big question... What did I do to deserve this ;) Tag: Not able to Synchronize outlook with CRM Tag: 69991
  - 11
    - CRM Network Solutions Hi, We are looking to install Microsoft CRM in a business that has two office locations. What would be the networking solutions for this? Does anyone have any network infrastructure examples? Thanks Tag: Not able to Synchronize outlook with CRM Tag: 69989
  - 12
    - Cannot find the specified Microsoft Exchange Server This is the error we get upon the final install checklist. ? What can cause this? Our Network Admin is pretty confident that all of his settings are fine. We can see the Exchanger Server in the domain. What are we missing? There are no users set up yet on this test Eschange server, but there is a OU setup on the Domain...but no specific user there either.????? ? If we press ahead with an install, we can add Exchange (and the router) later, correct? Tag: Not able to Synchronize outlook with CRM Tag: 69979
  - 13
    - Problem with Authentication The CRM application was running smooth. But now I can't logging. It ask my credentials and than return a 401.1 error. I had already reinstalled the CRM server but it won't work. I'm accessing it in the same local network. I'm running CRM 3.0 in SBS. Best regards, Erico Tag: Not able to Synchronize outlook with CRM Tag: 69978
  - 14
    - IFRAME Help with Mapquest and Script So I want to use mapquest in my account form so i created a TAb called MAP then I added the following onload event var address = crmForm.all.address1_line1.DataValue var city = crmForm.all.address1_city.DataValue var state = crmForm.all.address1_stateorprovince.DataValue var zip = crmForm.all.address1_postalcode.DataValue (I assume that is all I have to do to add these parameters to my URL in IFRAME) I then added an Iframe with this URL http://www.mapquest.com/maps/map.adp?searchtype=address&country=US&addtohistory=&searchtab=home&formtype=address&popflag=0&latitude=&longitude=&name=&phone=&level=&cat=&address=address&city=city&state=state&zipcode=zip It does not work...... If I actually put the physical address in, it works just fine, any Ideas of what i am doing wrong?? Please any help would be appreciated. Tag: Not able to Synchronize outlook with CRM Tag: 69974
  - 15
    - Printing from a view Hi all! If you hit the print button from a contact view, you get a listing of all contacts in that view. Is there a way to print the details of each contacts from a view (one page per contact), without having to open them individually and hit the print button? Thanks for your help! Harry Tag: Not able to Synchronize outlook with CRM Tag: 69973
  - 16
    - Is there Help Desk App Functionality OOB in CRM 3.0? Our company has purchased CRM 3.0 for another CRM project currently under development. IT would like to leverage the investment and use CRM3.0 to replace current aging Help Desk Solution. Is there help desk solution built out of the box in CRM or is it all custom work? Tag: Not able to Synchronize outlook with CRM Tag: 69967
  - 17
    - Is it possible to close multiple activites? If we create a quick campaign we like to close all related activites by selecting all and then close. Is this possible or do i need to write some custom code? // Mats Tag: Not able to Synchronize outlook with CRM Tag: 69966
  - 18
    - CRM and Terminal Services I'm new to Microsoft CRM and so I hope I'm not covering old territory here. I noticed from the posts that support for the Outlook Add-in for CRM is not there for Terminal Services so the Web Client is recommended. However in using the Web Client I can't find a way to compose an email and add an attachment? How is a sales person supposed to send a proposal to a client or any document as an attachment if he only has access to the Web Client? Thanks in advance, Paul Tag: Not able to Synchronize outlook with CRM Tag: 69965
  - 19
    - "Unblock" feature should be optional when reading e-mail in CRM When viewing e-mail messages in CRM, a line appears saying "Unblock" to allow the full message content to be read. Can this be made a configurable server or security setting? We are trying to reduce "clicks" as much as possible. ---------------- 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=6883617d-7d95-4d86-ac42-add4ccedd198&dg=microsoft.public.crm Tag: Not able to Synchronize outlook with CRM Tag: 69963
  - 20
    - Going Offline - Propagating Customizations /XML not well-formed er When I try to take CRM offline from within Outlook I receive the error "The XML passed to the platform is not well-formed". This occurs during the [Propagating Customizations] task and halts the entire sync process. Any ideas how I can fix this? Thanks. Tag: Not able to Synchronize outlook with CRM Tag: 69960
  - 21
    - Manual Workflow rule as a Subprocess I am having a problem with Manual rules as a called sub process. I have setup a simple rule on "Contacts" that will, when called, create a task and email to a specific person. When I setup the second rule as "Create" on Campaign Responses to call this the drop down window does not show the Manual rule, even through it is activated. Anyone have an idea what I am doing wrong. I am new to Workflow and rules this is my first major attempt to use. Al Pemberton allen@pembcons.com Tag: Not able to Synchronize outlook with CRM Tag: 69958
  - 22
    - Word integration that works ? Does anyone have a link to a good solution in creating word documents from CRM, i.e. quotes etc. A solution where maybe it's possible to create it with a button and at the same time get an activity attached to the oppertunity. Jack -------------------------------------------------------------------------------- Jeg beskyttes af den gratis SPAMfighter til privatbrugere. Den har indtil videre sparet mig for at få 14509 spam-mails Betalende brugere får ikke denne besked i deres e-mails. Hent en gratis SPAMfighter her. Tag: Not able to Synchronize outlook with CRM Tag: 69947
  - 23
    - CRM Database My CRM run on a database named AA_MSCRM, I backup the database and restore it to BB_MSCRM, how can I make the CRM run on BB_MSCRM? Thanks! Pat Tag: Not able to Synchronize outlook with CRM Tag: 69946
  - 24
    - Creating Events I see that I can reference from a form eg. crmForm.all.fieldname.DataValue However, can I reference directly from the database? I want to get values from the AccountExtensionBase table. On another note. Can I call a value from a field of a form that isn't active? I tried to reference a field from the account form to populate a field in the quote form, but failed miserably. Any suggestions on both of the above is appreciated! Thanks Ricky Tag: Not able to Synchronize outlook with CRM Tag: 69944
  - 25
    - Getting a general Error when creating a new account... Hello, I am getting a general error "An error has occurred. For more information, contact your system administrator. " When creating an account. I only recieve this error when i put information in the "Account Name" field. I can fill out all information except Account Name. This was all working in previous months, just randomly started doing this. Luckily it is creating an error log on this. Unfortunately I have no clue what it means...The Error log is below. ============= Event Type: Warning Event Source: ASP.NET 2.0.50727.0 Event Category: Web Event Event ID: 1309 Date: 10/4/2006 Time: 9:50:54 AM User: N/A Computer: CRM Description: Event code: 3005 Event message: An unhandled exception has occurred. Event time: 10/4/2006 9:50:54 AM Event time (UTC): 10/4/2006 2:50:54 PM Event ID: 3d0afd39939646c7b4d69a84942449ad Event sequence: 448 Event occurrence: 3 Event detail code: 0 Application information: Application domain: /LM/W3SVC/1/ROOT-1-128044447705026943 Trust level: Full Application Virtual Path: / Application Path: c:\inetpub\wwwroot\ Machine name: CRM Process information: Process ID: 2920 Process name: w3wp.exe Account name: NT AUTHORITY\NETWORK SERVICE Exception information: Exception type: COMException Exception message: <details></details> Request information: Request URL: http://crm/sfa/accts/edit.aspx Request path: /sfa/accts/edit.aspx User host address: 192.168.1.93 User: DOCS\mlaningham Is authenticated: True Authentication Type: Negotiate Thread account name: NT AUTHORITY\NETWORK SERVICE Thread information: Thread ID: 11 Thread account name: NT AUTHORITY\NETWORK SERVICE Is impersonating: False Stack trace: at Microsoft.Crm.Platform.ComProxy.CRMAccountClass.Create(CUserAuth& Caller, String Account) at Microsoft.Crm.Application.Platform.Account.InternalCreate(String xml) at Microsoft.Crm.Application.Platform.Entity.Create() at Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) at Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) at Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) at Microsoft.Crm.Web.SFA.AccountDetailPage.ConfigureForm() at Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) Custom event details: For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. ============= Any help would be greatly apprecated. Tag: Not able to Synchronize outlook with CRM Tag: 69940
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  - 1
    - CRM 3.0 Outlook Client and Outlook 2007 This is a multi-part message in MIME format. ------=_NextPart_000_0006_01C6E7A9.03B5E760 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Has there been anything published on compatibility of the CRM 3.0 = Outlook Client when running Outlook 2007. We have a client who relies = on the CRM 3.0 Outlook Client and has requirements to implement Office = 2007 (including Outlook) almost as soon as it comes out. Anything? Alan ------=_NextPart_000_0006_01C6E7A9.03B5E760 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.5700.6" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV><FONT face=3DArial size=3D2>Has there been anything published on = compatibility=20 of the CRM 3.0 Outlook Client when running Outlook 2007.   We = have a=20 client who relies on the CRM 3.0 Outlook Client and has requirements to=20 implement Office 2007 (including Outlook) almost as soon as it comes=20 out.</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Anything?</FONT></DIV> <DIV><FONT face=3DArial size=3D2></FONT> </DIV> <DIV><FONT face=3DArial size=3D2>Alan</FONT></DIV></BODY></HTML> ------=_NextPart_000_0006_01C6E7A9.03B5E760-- Tag: Not able to Synchronize outlook with CRM Tag: 69938
  - 2
    - Distributing CRM activities I was wondering whether someone might be able to help me with the following; I currently set up the campaigns for the sales team and when I distribute the campaign activity I currently only have two options - 1. Owned by myself or 2. Distributed to the owner of the record. Due to employee changes in the past while many of the CRM records are owned by former employees and it takes too long to go through every record to change this. To this end I would like to be able to distribute campaign activities to another user who is neither the activity creator nor the owner of the record. Is this possible and how would I do this if it is? Thanks. Hazel Tag: Not able to Synchronize outlook with CRM Tag: 69934
  - 3
    - Data control in CRM for business units Dear all, We currently have a large scale CRM deployment in the offing, but we need to be prepared for how data, fields, etc can be segregated between Business Units - if indeed this is possible - although I did read somewhere previously that this was a possible way of deployment - clearly, there are default data fields, views, data, etc were site-wide, but there were also business-unit wide ones too that could be created and controlled??? We have a few Business Units that will share the single CRM deployment/installation. The ethos was that those in Business Unit 'A' had full control over their own data, and that if Business Unit 'B' wanted, say only read access to their data, or full access to it, then you needed to control both security and user roles to handle this, as well as more complex publishing roles. But, it seems to me, that as one Business Unit administrator has already added plenty of data - but another business unit can still see all of this - does this mean that the data is sitting at a site level, or only common to that Business Unit - and can this be seperated - i.e. certain data is the ownership of that Business Unit only, or both, or that only views/security roles control the accessibility of site-level held data to other Business Units - I hope I am being clear here??? We need to be fairly sure upfront how data is stored - whether everything is site-wide, or it can be made business unit-wide, because that will clearly affect how stuff is stored, how business units wish to maintain their own very specific areas and control over certain data, and how thats accessed by others. Any help clearing this up would be great. Thanks in advance, Steve Tag: Not able to Synchronize outlook with CRM Tag: 69933
  - 4
    - Mouseover Is it possible to get the descriptions on the fields to show by mouseover on fields instead of just the name of field, no use for that ! Jack Tag: Not able to Synchronize outlook with CRM Tag: 69929
  - 5
    - JScript phone-format (Dutch) Hello, We use a 10-digit phone-ID, for example 0241234567 Can someone give me the JScript-code for transferring this example to +31241234567? This means: +31 in front and the first zero deleted. Our existing records use the format +31(0)24 1234567 I need a JScript-format for transferring this to +31241234567 too. This means: The (0) deleted, even as the space between the 4 and the 1. Here's a little difficulty: We also have formats like +31(0)486 123456. (The space one position further). This one has to be converted to +31486123456. If possible, the JScript must contain a formula to detect this two possibillities. Many thanks in Advance, FrankLS Tag: Not able to Synchronize outlook with CRM Tag: 69928
  - 6
    - Member type in Marketing List When creating a marketing list I can choose as member type only three types: Contacts, Accounts, and Leads. Anyone knows if I can create a marketing list whose member type is a custom entity? Thanks a lot Augusto Tag: Not able to Synchronize outlook with CRM Tag: 69927
  - 7
    - Change Contract Status Hello, My CRM implementation does not change automatically the Contract Status from Active to Expired or from Invoiced to Active when the Contract End Date or, respectively, the Contract Start Date comes. This was happening also in the 1.2 version and now the same happens in 3.0 version. Any ideas? Thank you, Elena Tag: Not able to Synchronize outlook with CRM Tag: 69926
  - 8
    - Deactivate custom entity (State vs Status) Hello everyone, I seem to be running into a problem. I crated a custom entity. I changed the values of the statuscode to "Canceled" and "Ended" for the inactive state. Logically I expected the CRM to ask me which value I want when I deactivate my custom entity. The same way cases work. It does not. It deactivates my entity and selects the first value in the list (in my case "Canceled"). Has anyone had this problem ? Am I missing something ? Is this a known issue, is there a workaround or a hotfix, anything I can do or use ? Thank you in advance, Dan . Tag: Not able to Synchronize outlook with CRM Tag: 69925
  - 9
    - Outlook 2003/CRM 3.0 Error Hi, I've just finished installing our first test CRM 3.0 server. This is a clean Windows Server 2003 Sp1 build, with SQL Server 2005, and CRM 3.0. Set up went ok, no problems. I've created a DNS entry of crm.domain.com pointing to the IP of the server. And I can access the CRM pages using IE via http://crm.domain.com However after installing the CRM laptop client (haven't tried the desktop client yet) on my laptop, and restarting, I receiving the following error message when I open Outlook: "There is a problem communicating with the Microsoft CRM server. the server might be unavailable. Try again later." I have tried some of the solutions posted by other users who have had this problem, such as: 1. uninstalling the Outlook client and finding and deleting the MSCRM.PST file <-file didn't exist 2. check that the name you have registered with the Outlook client for the server is the same name that returns if you do a nslookup for the server from the client machine. <- How do you change the registered name? Not sure where to look! 3. suggestion on enabling both Kerberos and NTLM authentication found at http://www.customereffective.com/interior.asp?n=7&p=0&s=7&x=14 Any help or suggestions would be much appreciated. Ben Tag: Not able to Synchronize outlook with CRM Tag: 69924
  - 10
    - Price Lists dont work as intended I feel the concept of Price Lists does not work as intended. To test this, I did following. Created 3 products in Product Catalog Product 1 List Price $100 Product 2 List Price $100 Product 3 List Price $100 Created two Price lists Price List A Contains all three products in Price List items Product 1 Percent of list, 100% Product 2 Percent of list, 100% Product 3 Percent of list, 100% Price List B Contains only one product in Price List items Product 1 Percent of list, 50% In the Opportunity, When Price List selected = Price List B I can add the products 2 and 3 (It takes the pricing rules from Price List A). I think this is wrong. When Price List B is selected, the Opportunity Product should not even show Products 2 and 3 as they are not in the Price List If I remove the price list Item from Price List B (Contains no price list items), and in opportunity, if I specify Price list B, the product pricing occurs according to Price List A. I also noticed that in the product, the default Price List is set to Price List A. If I remove the default Price list for each Product, then the product is not shown at all in Opportunity Product lookup no matter what Price list I select. This means that a product MUST be added to at least one Price List, and at least one of the price lists MUST be set as default Price List for the product to appear in the Opportunity-Product lookup. What I was expecting is that if I select Price list B, the lookup should show only those products in Price list B. If I select Price List A, lookup should show only those products in Price List A. However, that doesnâ??t seem to be happening. I would appreciate Microsoft input whether this is by design or it is a product bug? -- Raj Limaye, PMP ---------------- 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=4af36dfd-2558-41cb-b577-5409c216a517&dg=microsoft.public.crm Tag: Not able to Synchronize outlook with CRM Tag: 69921
  - 11
    - Changing Account owner also changes contact owner (and activity owner) Hi, When I change the owner of an account, CRM also changes the owner of the contacts within that account and changes the owner of the activities that are connected to the contact. Is this behavior by default? (I can't Imagine). Sanne Tag: Not able to Synchronize outlook with CRM Tag: 69920
  - 12
    - Stop a bulk import Help. I have a bulk import that is supposed to import 120 companies, but it's gone crazy and has so far imported 7000 blank records and its still going. How do I terminate the import? Tag: Not able to Synchronize outlook with CRM Tag: 69915
  - 13
    - Filtered Views Hi: I'm wanting to pull back contact data into a web application from CRM using the FilteredContact view. All connectivity to date has been done via CrmService, which allows me to connect using a NetworkCredential (member of PrivUserGroup ) and then impersonate a CRM as the CallerId. Now using a view I need to connect to the database directly and use windows authentication, but I want to authenticate to the database using a specific CRM user, not related to the current authenticated user. How do I do this?? The only 2 sql conection methods I know are using none trusted and SSPI ?? The reason in the first place for using filtered views was to provide a % like % search criteria that I couldn't do via ConditionExpression (i.e where firstname LIKE %bill%) , I couldn't find a way to wildcard the search term. Any help would be much appreciated either with the sql login problem or help on being able to use a wildcard in the ConditionExpression. Thanks in anticipation Tag: Not able to Synchronize outlook with CRM Tag: 69914
  - 14
    - Workflow Rule Hi We would like to create an automated task that is triggered once a lead is reassigned by the sales manager to a sales person. This task will inform the sales person to contact the lead and to introduce himself. If the task is not completed within 24 hours, we would also like an automated email to be sent to the sales manager to inform him that the task has not been completed within the last 24 hours. We are familiar with the workflow manager and we can set up automated tasks however the following rule is beyond our scope. How do we set up the task to trigger on reassignment? And how do we use the conditions to set up the automated email. We would appreciate an example or any assistance. Thanks Mark Tag: Not able to Synchronize outlook with CRM Tag: 69913
  - 15
    - crmdeletionservice error in CRM1.2 Hi there I have this error a lot. I have read this article http://support.microsoft.com/kb/898655/EN-US/ But even after rollup2 the error is there? Any suggestions? Thanks Steen Pedersen Tag: Not able to Synchronize outlook with CRM Tag: 69912
  - 16
    - Marketing Material Hi Is anyone aware of marketing material or CRM presentation material that is available online or from Microsoft? We are offering CRM solutions and we are looking for the appropriate marketing material. We would appreciate any assistance as to where we could locate the correct info. Thanks Mark Tag: Not able to Synchronize outlook with CRM Tag: 69909
  - 17
    - Case Ownership We have our service department monitoring several Queues for Cases that are created. We have our engineers accept the case from the queue and the ownerships changes to them and moves the status of the case to the engineers queue in progress. This function works great. Sometimes the engineer can not finish the Case so they have move the case back into the queue and enter there time into a tasks on that case and save it. Now this is where the problem starts. When another engineer accepts that case and starts to work on it it moves the current engineer to the ownership of the case and ALSO takes ownership of all the tasks that the other engineers have already completed on that case. This really throws off our Billing procedure and also reporting on what our engineers have done for the day. Is this by design or do I have problem with my CRM. If this is by design does anyone else have a better soltuion for moving ownership of cases to different Users in CRM and then keep the completed task to the orginal Users that completed those task. Thanks DT Tag: Not able to Synchronize outlook with CRM Tag: 69901
  - 18
    - Why "Client" dont have company name attribute i am having trouble looking for the company name field when try to add new client. There is only parent company. Why no company name in the first place. Usually we recognise client through the company name. Anyone can clarify? Thanks Tag: Not able to Synchronize outlook with CRM Tag: 69900
  - 19
    - Microsoft released updated version of IG v3.0.5 For all MSCRM lovers out there http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&displaylang=en Tag: Not able to Synchronize outlook with CRM Tag: 69899
  - 20
    - Test if notes exists on a form We would like to make it very easy for a user to identify whether notes have been added to a lead. This can be achieved quite simply by moving the notes section to the main form but the problem with this approach is that the form automatically scrolls to the notes section when you open the form which is a bit of an inconvenience. The other alternative is to add a custom field that we can populate with a value if notes are attached to the form to indicate that there are notes on the notes tab. The problem with this is that I could not figure out what the jscript that is required in order to test whether there are notes on the form (as the notes control is really an I-Frame). Any idea how this can be achieved? Either having a jscript that can counteract the scrolling which occurs when the notes is added to the first tab OR a way to test whether notes have been added to the entity will be an acceptable solution. Of course any other creative solution will be welcome. Thanks! Tag: Not able to Synchronize outlook with CRM Tag: 69898
  - 21
    - Data Migration - Multiple sources Just wondering about best practices for my situation. Multiple users using Outlook for email...some contact data. Some users using secondary systems (Saleslogix, Excell) for additional contact info. What would be the best practice for merging all of this data together into a single MSCRM system? Challenges: clarifying record ownership when more than 1 has this record in their system. Some systems have Account/Contact relationships established (SLX) already. After having users cleanse their data as best they can, how should we approach this? We can use Scribe to pull the SLX data retaining the Account/contact relationship...then pull in the outlook data (with emails) related to the SLX contacts, and Merge them individually into SLX Is it an option to actually use Scribe to pull the Outlook data into SLX, use its merge feature to marry the contacts, and then pull it into MSCRM after that?..thus the users would not have to manually merge the records in MSCRM. As for other primarily outlook users, it seems like the best way would be to pull that data into MSCRM (either with scribe or an MSCRM tool) as LEADS, and let the users create Accounts where appropriate. (fortunately, this side of the business does not have too many contacts to manage). Any thoughts on the above?...Better ways or tools to do this? Tag: Not able to Synchronize outlook with CRM Tag: 69890
  - 22
    - Adding MapQuest to an IFrame Does any one know why this is wrong? in the IFrame URL http://www.mapquest.com/maps/map.adp?searchtype=address&country=US&addtohistory=&searchtab=home&formtype=address&popflag=0&latitude=&longitude=&name=&phone=&level=&cat=&address= + crmForm.all.address1_line1.DataValue &city= + crmForm.all.address1_city.DataValue &state=&zipcode= +crmForm.all.address1_postalcode.DataValue Tag: Not able to Synchronize outlook with CRM Tag: 69888
  - 23
    - Importing Methodology Which method have you found better? Having clients de-dupe and merge thier data prior to brining it into MSCRM, or bringing all the data into MSCRM, and using having the users use the merge feature to to the de-dupe from within MSCRM? Tag: Not able to Synchronize outlook with CRM Tag: 69887
  - 24
    - Security account privileges Hi, I have a CRM installation with two crm servers on a NLB configuration, and a third server as SQL/Reporting. In the installation process we decided to create a specific domain account for the security (service) account, namely crmservices. At this moment I am having very strange crm behaviour, cause, for example: for some CRM users there is an error related to privileges on the Report Server. Another error is that Workflow Manager sends an error indicanting it is bad configured (when I try to open this tool) and so on. None of these errors ocurred on the previous Lab. So my theory is that MAYBE this service account (a "single" domain account) has suffered from some specific GPO's or maybe is needing more privileges. Any clue friends? Best regards, Hugo. Tag: Not able to Synchronize outlook with CRM Tag: 69886
  - 25
    - crm customizations importing I am attempting to import my customizations.xml file from test server to production (both CRM 3.0) I get the error "Either the file could not be uploaded, or this is not a valid customization file." Any help would be greatly appreciated. Tag: Not able to Synchronize outlook with CRM Tag: 69885

Hi ALL,

I am able to synchronize outlook with CRM if i am logged as an system
administrator but if i logged on as any other user it doesnt work and an
error is displayed that the user doesnt have required 'Access & Permissions'
to do so. Can you please tell me what are those 'Access & Permissions' as i
have tried all changeds in the 'Access & Permissions' settings in CRM.

Thanx a lot

kunal

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RE: Not able to Synchronize outlook with CRM by MattNC

MattNC
Thu Oct 05 09:22:02 CDT 2006

Open the Security Role that the user is assigned (Customization > Settings >
Business Unit Settings > Security Role). Click on the "Business Management"
tab. On the bottom of this tab there are Miscellaneous Privileges. The ones
you want to verify are the "Go Offline," "Sync to Outlook," and "Go Mobile"
privileges.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com

"kunal kapoor" wrote:

> Hi ALL,
>
> I am able to synchronize outlook with CRM if i am logged as an system
> administrator but if i logged on as any other user it doesnt work and an
> error is displayed that the user doesnt have required 'Access & Permissions'
> to do so. Can you please tell me what are those 'Access & Permissions' as i
> have tried all changeds in the 'Access & Permissions' settings in CRM.
>
> Thanx a lot
>
> kunal

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