Odd behaviour

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- Previous
  - 1
    - EMail Read-receipts Hi, Can we have email read-receipt functionality please. We use quick campaigns to send out questionnaires but do need a read-receipt to indicate that the email has been seen. -- Pete ---------------- 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=da7df355-2753-4ab7-8c8b-6aeceee8b262&dg=microsoft.public.crm Tag: Odd behaviour Tag: 90417
  - 2
    - Authentication Prompt for Outlook Client After IE7 Install After we installed IE7, all users started receiving a log in prompt when attempting to access CRM through the Outlook client. None of our IE settings have changed; we confirmed IE is still set to pass the log in info to Intranet sites. Has anyone experienced this? What did you do to solve the issue? Tag: Odd behaviour Tag: 90411
  - 3
    - CRm rule in Outlook The The CRM Exchange Router Rules Deployment Wizard installs a rule to Forward as Attachment all email to its own Exchange mailbox. This works fine but the Outlook clients (2003) mark the emails as read, which is causing much confusion! I can't see anyway of stopping this from happening, can anyone suggest a way? Thanks in advance Tag: Odd behaviour Tag: 90407
  - 4
    - Rollup 2 Installation Problems Have been trying to install rollup 2 for MSCRM 3. Keep getting an error as the installation checks the system configuration. The error message box sez: "Micorsoft.Crm.SE.TimeZoneUpdate.TimeZoneUpdatePatch.exe - Common LanguageRuntime Debugging Services Application has generated an exception that could not be handled. Process id = 0xbb4 (2996), Thread id = 0x1198 (4504) Click OK..." Any ideas? Thanks in advance, Paul McBride Tag: Odd behaviour Tag: 90406
  - 5
    - display fields in the same place? Hi, I would like, on a form, to display different fields depending on the selected item in a picklist. I have four items, and for each of them, a different field to display. I would of course like that these fields be displayed in the same place, which they somehow should be on top of each other, only one of them displayed at a time of course. Is that possible? Thanks a lot, Tag: Odd behaviour Tag: 90397
  - 6
    - How to modify the password of AD user? How to modify the password of AD user? The user cannot modify it by himself. Tag: Odd behaviour Tag: 90386
  - 7
    - Createdon Timezone query We are utilising CRM to send auto updates on open CRM cases and also recording these updates within the CRM case, as part of this we are including the 'createdon' entry. The only problem is that this generates an entry that lists the following: Created on: 10/10/2007 4:20 AM (GMT-08:00) Pacific Time (US & Canada); Tijuana Now the case was actually created 10/10/2007 PM (GMT +08:00) Perth. The servers are set correctly, the Users PC is set correctly, and the timestamp for the actual record is set correctly as: 10/10/2007 7:20 PM by System, Administrator As we are using the 'createdon' to show when a case was created, it is important to our clients that the correct time be represented. Can anyone please advise how to set this to our TimeZone (GMT +08:00) Thankyou in advance. Tag: Odd behaviour Tag: 90383
  - 8
    - All Contacts view customization Hi, We have a requirement where I need to allow users to make selected contacts private to them. We came up with a design which would add a "Private" attribute to the Contact entity and set the private flag, if the user does not want others to see this contact's details. However, in the All Contacts view, the record will be available to others users as well, which should not be the case. We just want to remove this view and add our own All Contacts view which would filter the records further on the private flag to the users. Please let me know how can this be acheived. Thanks, Mahalax. Tag: Odd behaviour Tag: 90381
  - 9
    - Configuring CRM Mobile Howdy, I just installed the CRM Mobile on my SBS server. The install appears to have installed correctly. When I try to access the configuration on the server console, it asks for a login, i login using the administrator account as well as the account i selected during the installation and both accounts get a Internet Explorer cannot display the webpage. Help! Thanks, David Tag: Odd behaviour Tag: 90380
  - 10
    - CRM list webpart customization Hi, I have a requirement to create a MOSS dashboard for CRM and display CRM data in the dashboard. I am using CRM list web part for the purpose. However, I am unable to set the number of records to be displayes in the list. Also I need to connect two list web parts, of which the second one filters its data based on the record selected in the first one. Pls let me know how can I achieve these. Thanks, Mahalax. Tag: Odd behaviour Tag: 90379
  - 11
    - 3 company area Hi, in my company I've 3 differents area: production, external division, research division.... I would like to manage the differents activities that a users can to do for each area..... the best solution could be to have 3 diffents CRM .... but How can I manage this situation?? Thanks Tag: Odd behaviour Tag: 90376
  - 12
    - Reporting Service Error on HTTPS Hi, I am having an error in Reporting Services. I am trying to run reports on HTTPS. Can anyone suggest a solution; " An error has occurred during report processing. (rsProcessingAborted) Get Online Help Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Get Online Help Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. " -- PLEASE do click on Yes or No button if this post was helpful or not for our feedback. uMar Khan Email for direct contact: imumar at gmail dot com Tag: Odd behaviour Tag: 90372
  - 13
    - Campaign Response Import Has anyone tried to import Campaign Responses? This might be useful to me, but I cannot make it work. When I try, one of the required Target Fields is "Parent Campaign" (a lookup field). Attempting to import text data to this field fails ( as I would expect). I have seen some threads indicating that you can do an import and assoicate the imported records with an entity using the GUID of the target entity or entities, but I am not that slick in SQL and was hoping for an easier way. Any insight is appreciated. Thanks Tag: Odd behaviour Tag: 90371
  - 14
    - Product Selection Is there a way to speed up the product selection process in CRM. At this time, this process is one by one and takes to long. We would like to be able to input different products at the same screen or to have an auto complete when we put the product name or product number ect. Is that possible? Tag: Odd behaviour Tag: 90367
  - 15
    - Customizing Attribute types I was wondering if there was a way to create a custom attribute type. I would like to be able to add a type which allows for check boxes. I like the "bit" type but it only allows for two choices and it must have a default answer. Thanks -- Thanks Tag: Odd behaviour Tag: 90366
  - 16
    - report of who synced and when Hello, I would like to produce a report that is like a sync log. I would like to know who synchronized and when. Ideally it would only list who synced within the last 48 hours but I can filter it later. Can anyone help me identify the tables needed to do this? Thanks, Mark Tag: Odd behaviour Tag: 90365
  - 17
    - Setting crm service credentials Hi, right now when closing a case, we are getting the credentials from an xml file, using always the same username and password, therefore all incidents are being closed by the same username. Right now i'm trying to fix this problem, but the default credentials are always empty. Basically what i'm doing is i'm calling a web service from javascript, and then the webservice calls another external method where the funcionality is being performed. indetity impersonate is set to true in web.config of the web service, windows authentication enabled. From the iis i'm also only enabling windows authentication. Any idea why the default credentials are empty? any help would be greatly appreciated. Matt Tag: Odd behaviour Tag: 90354
  - 18
    - MS CRM Mobile Express error on Notes or any Activities Just put it in. Did the install exactly as the docs describe. Everything works fine until when we try and view any related Notes or Activities to anything. The error follows. Would appreciate some help on this. Thanks, Gary An Error has Occured -------------------------------------------------------------------------------- Go Back Try Again Message: Exception of type 'System.Web.HttpUnhandledException' was thrown. Stack trace: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.entityreadonly_aspx.ProcessRequest(HttpContext context) in c:\WINNT\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\root\2030cedc\7bed3ec7\App_Web_soyaptfv.6.cs:line 0 at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: Odd behaviour Tag: 90353
  - 19
    - Advanced Find Export to Excel We have an Advanced Find that was created that has more than 10,000 records being returned. When we try to export the find into an excel spreadsheet, only 10,000 of the records appear even though we chose to export the results on all pages. Is this a limitation of CRM 3.0? If I do a count on the records in sql, there should be 17,161. Any information regarding this would be much appreciated. Thanks!! Tag: Odd behaviour Tag: 90343
  - 20
    - Strange Message while adding a Opp, Quote product Hi, I am getting a message when I select a product on the Opportunity and Quote detail, and I don't know why. The price list is ok, the price is 0. This happen no matter what product was chosen. the message is: "Precision must be an integer within the allowed range: 0 for integers, 0 to 4 for money and 0 to 5 for float and decimal fields" Any Ideas? Thanks. Tag: Odd behaviour Tag: 90340
  - 21
    - Microsoft CRM 3.0 Works Fine But... I am trying to find a SQL person to help with a problem. Somehow, and I am not exactly sure how it happened, the "sysft_ftcat_documentindex" SQL file for my MSCRM data base got separated from the other SQL data base and log files and was placed on a separate drive which failed and had to be replaced. I did not have a backup of that file. As I was saying, Microsoft CRM works fine but I cannot do a full SQL database backup because that file does not exist. I can do a partial data base backup but I would like to do a full data base backup. Also, everytime the server is rebooted I lose my CRM METABASE data base and that has to be restored from a backup. Is there any way through SQL that "sysft_ftcat_documentindex" can be recreated and if so how? Thanks. Rick Bellefond RB Data Services Tag: Odd behaviour Tag: 90336
  - 22
    - Iframe problem I created an Iframe that loads an external website on the account form. When opening an account the user is prompted to authenticate. I am passing variables to Iframe and the iframe page works fine if I click cancel. The authentication is triggered by crm not the iframe page. Also I have copied the iframe url to browser and do not get the authentication box. Tag: Odd behaviour Tag: 90331
  - 23
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: Odd behaviour Tag: 90330
  - 24
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: Odd behaviour Tag: 90327
  - 25
    - Want to learn about CRM 4.0? If you want to learn and and get the latest information for CRM 4.0, please visit the Crowe CRM 4.0 blog. We have a great CRM team and we are going to post information related to CRM 4.0 weekly. We already posted information related to Multiple User Lookups on a Form, Duplicate Detection, Data Import Tool, etc... To visit the Crowe CRM blog, please go to the following link: http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Darren Liu, CRM MVP Crowe http://www.crowecrm.com http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Tag: Odd behaviour Tag: 90325
- Next
  - 1
    - SQL UpdateTrigger allowed? Hi, I did some customizing till now onto our CRM 3.0 and also added some livemaps within an iFrame as it could be found in some examples araound the web. Everthing works quite fine (as good as livemaps can find our european cities |-)) But the bad things is (by design of the adapted example) that if livemaps finds anything it stores the values in longitude / letitude values in the table. ok. Since than it always picks up those values for display without checking if the adress stored in CRM fits to it. Thats generally great, because its much faster than always search for the adress. Now I want to delete this values in the table if someone changed the adress so my livemap iframe goes again searching for the new adress. For me it looks like as it would be the easiest way to make a uptade-trigger within SQL for the adress1_street to look for and if it changes set longitude... to NULL which would force my iFrame to search for the coordinates again. Would that be an allowed procedure within CRM. Otherwhise I would have to do a lot of programming within the livemap script, which would not be in my mind :-) Thank you for tips and hints Antonio Tag: Odd behaviour Tag: 90320
  - 2
    - Exception when sending email in workspace/activities -Help appreci [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.Platform.Proxy.EmailWebService.Send(Guid emailId, Boolean issueSend, String trackingToken) +132 Microsoft.Crm.Application.SMWrappers.Email.Send(String id, Boolean issueSend, String trackingToken) +93 Microsoft.Crm.Application.Platform.Email.Send() +83 Microsoft.Crm.Web.Activities.EmailDetailPage.Send(Object sender, DataEventArgs e) +83 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.EmailDetailPage.ConfigureForm() +257 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: Odd behaviour Tag: 90319
  - 3
    - About the VIEW of CRM 3.0 How to change the settings of "Leads of Marketing Members" I want to add some fields into the VIEW of "Marketing Members(Leads)", but I didn't find it. It just display the Name of Lead, but it has no Names of Company. Tag: Odd behaviour Tag: 90317
  - 4
    - Remote access for CRM web client Does anyone have any experience of usage or performance issues when running a CRM web client over 1) 1.8 mbps 3G mobile broadband 2) 56k dial-up connection? Thanks, Kevin Tag: Odd behaviour Tag: 90316
  - 5
    - help creating a report I am running CRM 3.0, I am creating a report with Visual Studio. I am trying to create a report for all closed cases for the month. I need the report to give me back the following information: customer name, ticket number, closed date, tech that worked the case, time spent. I also need the report to detail out all the activites (phone calls, tasks, etc). Below is what I have so far, any help would be apprciated. Thanks! SELECT FilteredIncident.accountidname, FilteredIncident.ticketnumber, FilteredIncident.title, FilteredIncident.gn_closeddate, FilteredIncidentResolution.owneridname AS Expr1, FilteredIncident.accountid, FilteredIncidentResolution.timespent, FilteredIncident.new_hoursworked, FilteredTask.subject, FilteredPhoneCall.subject AS Expr2, FilteredPhoneCall.actualdurationminutes FROM FilteredIncidentResolution RIGHT OUTER JOIN FilteredIncident ON FilteredIncidentResolution.incidentid = FilteredIncident.incidentid LEFT OUTER JOIN FilteredAnnotation ON FilteredIncident.incidentid = FilteredAnnotation.ownerid CROSS JOIN FilteredPhoneCall CROSS JOIN FilteredTask CROSS JOIN FilteredRelationshipRole CROSS JOIN FilteredService WHERE (DATEPART(mm, FilteredIncidentResolution.createdonutc) = DATEPART(mm, GETDATE())) AND (DATEPART(yyyy, FilteredIncidentResolution.createdonutc) = DATEPART(yyyy, GETDATE())) AND (FilteredIncident.accountid = '829c0833-a96a-db11-8410-001143ee0c27') AND (FilteredIncident.statecode = 1) ORDER BY FilteredIncident.accountidname Tag: Odd behaviour Tag: 90313
  - 6
    - Changing attribute in account record depending on Opportunity num Hello, I added some relationship types for account entity (prospect, pending prospect). Pending prospect means prospect with no opportunities. I want to control this value on opportunity close event. I mean when I close opportunity as lost - check if there is some opportunities left for the account and if no - set relationship type of an account as pending prospect. The question is how to check if there are some opportunities open for an account. I think it should be some simple value, but i cant find any. Thanks, Akop Akopyan Tag: Odd behaviour Tag: 90309
  - 7
    - quick campaigns and custom entities Hi, Is there any possibility to create an email activity for several contacts regarding a custom entity record: e.g. you have a list of vehicules and you like to send an email to some of your customers (system/personal view, since they need to have certain conditions before they can be notified about a certain sale) to notify them about the sale of one of the vehicules: options I considered: - relate quick campaigns to a custom entity --> seems not possible since quick campaign = non-customizable system entity --> is there a workaround? - you should be able to change the "regarding" field when creating emails via quick campaigns, so you can directly relate the email to the vehicule --> is there any possbility? - from the vehicule record I could send an email; but the problem is that I can't make a selection of the customers I would like to mail based on certain conditions (values on the customer records) Does anyone know a good option to handle this? Meaning: being able to quickly send e.g. an email to some contacts regarding a vehicule...? Tag: Odd behaviour Tag: 90305
  - 8
    - Integration AX and CRM Does anyone know if there is an integration (connector) between Microsoft CRM 3.0 and Axapta 4.0? Tag: Odd behaviour Tag: 90303
  - 9
    - Exchange router service Hi, We have a problem with the crm 3 MSCRMexRouter service. the following item appears every 3 mins. in the application log: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Het bijgevoegde bericht van bericht: DS: bestanden vervolg in postvak: crm is mislukt voor (System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. When looking at the performance monitor, the average disk queue length is almost always 100%. Memory and processor are normal. There's still 7 giga free disk space. Any help is appreciated Geert Tag: Odd behaviour Tag: 90302
  - 10
    - what is new in Microsoft Dynamic CRM 4.0 (manual) I have downloaded the manual from the partner web site of microsoft and i am not sure if it is legal to share it with the community members. If not , all i can do is to mail it to someone who can put it for download .Its pdf file. /Aamir Denmark Tag: Odd behaviour Tag: 90299
  - 11
    - Reporting Services Error Hi, I am having an error in Reporting Services. Can anyone suggest a solution; " An error has occurred during report processing. (rsProcessingAborted) Get Online Help Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Get Online Help Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. " Tag: Odd behaviour Tag: 90294
  - 12
    - SRS 2005 and SMTP setup Hi, I'm a little confused on how to setup sql reporting services and allow scheduling of reports with email distribution. My environment is pretty easy...we have everything on the same box. Windows Server 2003, SRS 2005 and MS CRM 3.0 r2. I've walked through the SRS config pages and tried tweaking the rsreportserver.config. I can successfully email via my smtp server. However when I subscribe to a report and have it send an email I get the following error. "possible reason - service account doesn't have rights to check domain user SID". Does anyone have a good walk through? I assume it has something to do with the service account running SRS, but I can't get any type of account to work. Tag: Odd behaviour Tag: 90291
  - 13
    - Importing a Marketing List into CRM I want to create a Marketing List by doing a Bulk Import of the list of Accounts into CRM (3.0) from a tab-delimited text file. All of the Accounts and their mailing and other information already exist in CRM -- I don't need to import the Accounts themselves, I just want to create the Marketing List with the Accounts added as members of the list. It seems like I should be able to supply a .CSV file containing a list of the Accounts I want included in the list, and during the Bulk Import CRM should add those Accounts from its own store to the list. But that doesn't seem to be the way it works. When I try to create a Marketing List of Accounts via Bulk Import, I am required to provide the Account Name and the Relationship (which will always be the same for every member of the list). If my CSV file contains other fields, I am able to map those to the fields in a CRM Account. However, I want to use the values already stored in CRM for each Account, and don't want to 're-create' the Account object just for the Marketing List. When I complete the Bulk Load Wizard steps (creating a new Marketing List to accept the list), a Bulk Import Activity is created and marked as Pending. It never progresses beyond that point, however. I have tried restarting the MSCRMWorkflowService, but that did not cause the Bulk Import process to run. It just sits there, with no indication of a start time and no values in the boxes for successful/failed records imported. A possible complication: The Accounts in my system are not uniquely identified by their Account Name field. In addition to the GUID for an individual Account, another field -- "AccountNum", a custom field -- serves as the human-readable unique id for the account. I have included that field in my .CSV file and mapped it to the correct field in the Account. I'm probably missing something here. Can someone provide guidance on how this should be accomplished? Thanks, BillB Tag: Odd behaviour Tag: 90289
  - 14
    - Service calendar direct email The direct email in the service calendar send email to the business receiving the service. Is there a way to send email to someone else (IE to notify the tech that they have a job scheduled) -- Regards, Kevin Wilson Tag: Odd behaviour Tag: 90288
  - 15
    - CRM Service Calendar resources Is there any way to use a contact as a resource or facilty in the service calendar so a contact (technician), not a CRM user, can be assigned to a task? Regards, Kevin Wilson Applications Integrator A.T.S. - Australian Technical Services Pty Ltd. kevin@atservices.com.au 03 8520 9700 03 9557 4854 P.O Box 4066. Patterson VIC 3204 http://www.atservices.com.au The information in this e-mail is privileged and confidential, intended only for the use of the party named above. If you are not the intended recipient, any use of the information is strictly prohibited. If you have received this in error, please return it to us by e-mail. The sender cannot guarantee that this e-mail or any attachment to it is free of computer viruses or other conditions which may damage or interfere with data, hardware or software with which it might be used. It is sent on the strict condition that the user carries out and relies on its own procedures for ensuring that its use will not interfere with the recipients systems. And the recipient assumes all risk of use and absolves the sender of all responsibility for any consequence of its use. Tag: Odd behaviour Tag: 90287
  - 16
    - Marketing Lists We are exporting a marketing list through the "export to excel spreadsheet" tool in order to print mailing labels. When we try to export the marketing list we are getting all of the contacts in CRM. I have tried this on two different CRM environments and have the exact same results. It seems the query is returning all rows from the database and not the rows from the marketing list. Tag: Odd behaviour Tag: 90286
  - 17
    - Printing a contract Perhaps I misunderstand the intention of the contracts...but I would like to print a contract so that it can be sent to a customer with details of the agreement. The default print view is uninformative and vague. (example: billing address does not show an address rather an index card that says the name of the billing address). There is no view to customize that I can see. Any ideas? Tag: Odd behaviour Tag: 90285
  - 18
    - Change phone number mapping on Phonecall Activity Does anyone know of an easy way to change the field mappings between leads and phonecall activities? We would like to change the mapping from business phone to home phone on the phone number field. There is currently no way to modify mappings on activities. I thought about a few ways to accomplish this: 1. change the display name on business phone to home phone and vice versa. I don't really like this approach. Very simple, but I would have to go back and correct data, etc. There has to be a better solution. 2. Create a callout on the phonecall create event. Check the related entity to see if it is a lead. If it is, grab the home phone number and populate the phone call activity. Would this overwrite the default mapping or vice-versa? Any thoughts? Thanks Tag: Odd behaviour Tag: 90278
  - 19
    - Final Problems Alright. Getting closer and closer to the full instal of CRM onto our network, and there are only two hurdles left. The first error message I am getting, during the install, states "The specified domain either does not exist or could not be contacted.". The second error, agian during the install, "Setup cannot connect to the Microsoft CRM server. This might indicate that the server is down." Any helpful hints to get this thing fully installed? thanks, Chris Tag: Odd behaviour Tag: 90277
  - 20
    - Scribe Migration from Goldmine question? Linked documents failure I am running into a little "failure fetching source row" error on part 3 of the migration from goldmine to crm using scribe. it appears that there are some "broken links" in our linked documents section of goldmine. This is due to documents being linked, and then someone moving them. This is a minor issue in the grand scheme of things, but Scribe stops cold with the "failure fetching source row" is there any way to make it continue, rather than breaking the migration? Rodney P.S. i knew i would jinx myself.... ((see my earlier post)) Tag: Odd behaviour Tag: 90276
  - 21
    - Change Discount List I'm trying to change our discount lists (about 21, applied to over 40 Products & 2 Price Lists) from percentage to $. Can I do this on-the-fly? It doesn't appear so. If not, should I (in order): 1 Create New Disc List 2 Associate new Disc List with appropriate Products 3 Delete Old Discount Lists Has anyone done this before? This is going to be a HUGE project, and am looking for any tips I can get. Thanks. Tag: Odd behaviour Tag: 90275
  - 22
    - Adding user CAL to Action Pack CRM 3.0 SBE Hello, We have CRM 3.0 SBE installed from our Action Pack subscription. We have need to go beyond the 10 included user licenses and have purchased 2 more SBE user CALs through Microsoft Open Licensing (along with a 5-pack of 2003 SBS CALs we needed). The problem is on the eopen website where I get the license keys for the 2003 SBS CALs, the new CRM user CALs are listed but there is no license key. I have no idea how to get the key needed to add the licenses we just purchased to our current CRM installation. I can't even seem to find anyone to call who even understands the problem. Both the original install and the new licenses are registered at the CustomerSource site, but nothing there seems to indicate where I can get the needed key or how otherwise to upgrade the installation with the two new user CALs. Any help is *greatly* appreciated! Tag: Odd behaviour Tag: 90268
  - 23
    - Can't Trigger Manual Sales Processes I have created rule that triggers one of several manual sales processes when an Opportunity is created. It checks several conditions and then calls one of a few manual sales processes based upon the condition. With my security role, the workflow runs as intended, however, at the level of the intended user, the trigger rule runs fine and the Workflow Monitor says it is completed but the manual sales process never runs; it doesn't show up on workflow monitor. I suspect a permissions issue but I cannot figure it out. Is there a specific security role setting that has to be available to run a manual sales process? Thanks for any help or suggestions. Tag: Odd behaviour Tag: 90267
  - 24
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  - 25
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Hi,

I have a problem when running Outlook and the Web front-end at the same time
on the same PC. The manifestation of this is that if Outlook is running
(connected to CRM, no problem) then whenever I load IE and connect to CRM I
lose the Settings "tab" (but still have Marketing,Sales,Service,Workplace).
Unload Outlook and IE, then just run up IE and I get the Settings tab back!
Anyone else seen this, or know of a fix?
--
Pete

RE: Odd behaviour by JasonRoy

JasonRoy
Thu Oct 11 09:30:03 PDT 2007

This is a known issue.

See the following KB article:
http://support.microsoft.com/kb/910050/en-us

--
Jason Roy
Assured Networking
Blog: http://crman.wordpress.com/

"Pete Wiggins" wrote:

> Hi,
>
> I have a problem when running Outlook and the Web front-end at the same time
> on the same PC. The manifestation of this is that if Outlook is running
> (connected to CRM, no problem) then whenever I load IE and connect to CRM I
> lose the Settings "tab" (but still have Marketing,Sales,Service,Workplace).
> Unload Outlook and IE, then just run up IE and I get the Settings tab back!
> Anyone else seen this, or know of a fix?
> --
> Pete

RE: Odd behaviour by PeteWiggins

PeteWiggins
Mon Oct 15 05:27:00 PDT 2007

Jason,

Many thanks, that solved the problem

Pete
--
Pete

"Jason Roy" wrote:

> This is a known issue.
>
> See the following KB article:
> http://support.microsoft.com/kb/910050/en-us
>
> --
> Jason Roy
> Assured Networking
> Blog: http://crman.wordpress.com/
>
>
> "Pete Wiggins" wrote:
>
> > Hi,
> >
> > I have a problem when running Outlook and the Web front-end at the same time
> > on the same PC. The manifestation of this is that if Outlook is running
> > (connected to CRM, no problem) then whenever I load IE and connect to CRM I
> > lose the Settings "tab" (but still have Marketing,Sales,Service,Workplace).
> > Unload Outlook and IE, then just run up IE and I get the Settings tab back!
> > Anyone else seen this, or know of a fix?
> > --
> > Pete