How can I add "my closed activities" view to workplace

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- Previous
  - 1
    - integrate web page form with sql and crm Is it possible to edit the "case" form using front Page. If so how do i set it up to access the sql database. Tag: How can I add "my closed activities" view to workplace Tag: 12639
  - 2
    - Retrieve AccountID? Anyone know how you can retrieve an accountID using the SDK? The idea of what I want to do is verify a contact's login against their account.. then want to create a case or modify a case in their account,, in order to create the case I need the accountID, but how do I retrieve this? Seems the Retrieve method of crmaccount REQUIRES the AccountID as part of the method. thanks in advance Tag: How can I add "my closed activities" view to workplace Tag: 12638
  - 3
    - Outlook Synchronization Questions Forgive the low-level question here, but... Can someone give me a rundown on: 1. What synchronizes between Outlook and CRM 2. The purpose and process for going offline 3. What do BlackBerry users do? This information would really be helpful to me and thank you in advance. Ronnie Parisella rparisella@primarysupport.com Tag: How can I add "my closed activities" view to workplace Tag: 12636
  - 4
    - Report Error after Upgrade to 1.2 When I try to run a report in CRM 1.2, I get the following error: File frs://Input/a_154/002/000/666/ed433b7a59dabf8.rpt not found on File Repository Server. I am running a 2 server setup (Exchange and CRM) Both are WIndows 2000 Advanced Server, Exchange 2000 Enterprise Edition. Any thoughts? Ronnie Parisella rparisella@primarysupport.com Tag: How can I add "my closed activities" view to workplace Tag: 12635
  - 5
    - CRM client manual removal or over the top install I need to manually uninstall the CRM client for outlook. The user profile that was used during installation has been overwritten with another profile, so i cannot use the add remove program files uninstaller. I cannot reinstall over the top as the app is already on the machine and it won't let me. How can i manually remove the client or force it to install again over the top. Thanks Tag: How can I add "my closed activities" view to workplace Tag: 12634
  - 6
    - Installing 1.2 and getting SQL error... Help! I am trying to install 1.2, but I cannot seem to get around it trying to create the CRM databases. I am installing on a 2003 Server and my SQL 2000 is running on 2000 Server. During the installation wizard I am able to connect to the SQL server and there is seems to be no difference on which account I setup, local, Domain, etc. The error occurs as soon as the installation starts and is as follows: Setup was unable to install Microsoft CRM Server. Setup was unable to create the Microsoft CRM databases. Failed to run script:00 - create mscrm.sql. HRESULT:80040E14 Unknown error. (80040E14) I don't think it matters, but this server had 1.0 installed on it and the databases for the installation were created to this same server just fine. I have uninstalled that version and deleted those databases since that installation did not work on 2003 Server. Any help would be appreciated! Thanks in advance. Keith Tag: How can I add "my closed activities" view to workplace Tag: 12625
  - 7
    - Service requirement With a service contract only certain contacts from the company are authorized to make service calls. Has anyone created a solution for flagging certain contacts? Thanks, Laura Tag: How can I add "my closed activities" view to workplace Tag: 12609
  - 8
    - Crystal Report Launch 2 (sorry to repost this thread, but this was too old and I got no respones!) Can anyone explain this better? I can't find any documentation about this.........and techknowledge seems to be useless: http://www.greatplains.com/TechKnowledge/techknowledge.asp?print=true&id=28987&code=7842 can anyone show an example? I tried looking at the url of a report (almost a mile long!) and I indeed saw the paramters I put, but when I try to reopen that url in another browser I get this error: Unable to connect: incorrect log on parameters. File 7c433cc1d949d16.rpt. any help would be greatly appreciated thx, Gary "Sebastiano Castrini" <castrini(remove)@libero.it> wrote in message news:eMEojMP5DHA.2736@TK2MSFTNGP09.phx.gbl... > Hi Steve. > > Can you better explain your workaround ? > After retrieving the invoice number (or the invoiceID) what can I do to see > the report related to that invoice ?. > > Sebastiano. > > > > <Steve Chambers> ha scritto nel messaggio > news:%23Jh4ktq3DHA.2144@TK2MSFTNGP10.phx.gbl... > > Problem here is that you can only push out the URL as John indicated > below. > > You cannot push a parameter to the Crystal report. > > > > Even though 1.2 Supports parameterized reports with Crystal 9.0, it is not > > possible to push the parameter. I understand that Microsoft is working on > > this problem. > > > > In the mean time, we are creating a button that will call a web service > that > > will take the Object ID and the GUID and then find the parameters for the > > specific report (e.g. Invoice number to print invoices!) and then push the > > URL below. This is a not too brutal work around, but does require some > > programming. > > > > Regards, > > > > Steve C. > > > > > > "John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in > > message news:O6$Ys362DHA.3256@tk2msftngp13.phx.gbl... > > > Good question!!! > > > > > > and just found out you can. Typically when CRM launches it hides the > > address > > > bars etc unless you have changed a setting in the web.config. When you > > run > > > a report you will see you are opening up a new web browser windows again > > > with address bars hidden. > > > > > > when the report comes up press f11 and you will see the address bar > again. > > > > > > you will see a url for the report like this > > > > > > http://crmservername/reports/viewer/html/viewser.aspx?id=223 > > > > > > > > > > > > from this you can see you can launch a report one you know its id etc > > > however crystal 8.5 on crm 1.0 does not support paramaters...crystal 9 > on > > > crm 1.2 should allow this > > > > > > > > > > > > hope this helps > > > > > > > > > > > > > > > > > > "Joe" <anonymous@discussions.microsoft.com> wrote in message > > > news:06ca01c3db87$c30812e0$a001280a@phx.gbl... > > > > Is it possible to launch a crystal report directly from my > > > > custom CRM application and be able to pass parameters as > > > > well? > > > > > > > > > > > > > > > > Tag: How can I add "my closed activities" view to workplace Tag: 12607
  - 9
    - can not send email with an image i wanted to send an email to multiple contacts with an image that can be seen at the body part of the email. so i created an email template but could not add the image file to the body of the email. since i could not attach the file, i opened the image file with internet explorer and i drag and dropped the image on the email template. it looked all right. the image can be seen on the template. but when i sent it. the recipient could see no image but the red x sign. any solution for sending this type of image based emails from crm? regards, orkun Tag: How can I add "my closed activities" view to workplace Tag: 12606
  - 10
    - Post CallOut and credentials Hello, We want to create a post callout for an activity phone call. In the post callout code we want to update a custom field called CFSlastphonecall on the account record that is associated with the activity phone call. The question that I have is how do we make sure that we are using the users credential infomation to update the account record. Normally the credential code I use to initialize the BizMerchant and User objects is like the following: // BizMerchant proxy object Microsoft.CRM.Proxy.BizMerchant merchant = new Microsoft.CRM.Proxy.BizMerchant (); merchant.Credentials = System.Net.CredentialCache.DefaultCredentials; merchant.Url = strDir + "BizMerchant.srf"; Microsoft.CRM.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); But since this is running in COM+, the default credentials are the user that we configured in the com+ initailization settings, in this case (just to test out post call outs) we used our CRM Admin account. But if we do this then the account record that gets updated will have the lastmodified by field set to the crm admin account and not user who updated and saved the phone call activity. Is there a way to use the initiating callers crm credentials in the com+ settings or C# code? Thanks, - Jim Tag: How can I add "my closed activities" view to workplace Tag: 12602
  - 11
    - Microsoft Search Hi, I posted this in SQL newsgroup and got a suggestion of turning off MS Search; however, I wanted to make sure it's not needed by CRM before turning it off. I'm running 1.2 on a box with W2k3 Ent, SQL 2k, and Ex2k3. The past week I started noticing the hard drive and DVD-ROM lights lit up every sec nonstop. It just goes on forever. When I checked EV I found that MS Search was running every 15 minutes lasting 6 seconds each time. Is MS Search needed by CRM? I don't have anything else running on SQL except for CRM. Thanks so much. Tag: How can I add "my closed activities" view to workplace Tag: 12601
  - 12
    - Task Controller is this a MS product? has any body heard of it? if it is a rel MS product, I need information on it to make a business proposal to my boss. Anthony B. MCP MCSD Tag: How can I add "my closed activities" view to workplace Tag: 12600
  - 13
    - Clone Addon not working with CRM 1.2 Attached is an add-on we were using with CRM 1.0 to enable the easy cloning of records. I can't get it to work with v1.2. Hopefully someone can look at it and tell me what's wrong. We clone account records mostly. The debugging I have done, indicates a duplicate record error when the create account routine is called. Maybe something to do with the address1 or address2 records linked to the account record??? Thanks -Nathan Below is the text of clone.aspx --------------------------------------------------- <%@ Page Language="C#" enableViewState="false" Debug="true" %> <%@ Import Namespace="System"%> <%@ Import Namespace="System.Xml"%> <%@ Import Namespace="System.Text"%> <%@ Import Namespace="Microsoft.CRM.Platform.ComProxy"%> <html> <head> <title>Cloning...</title> <link rel="stylesheet" type="text/css" href="/_common/styles/select.css" /> <link rel="stylesheet" type="text/css" href="/_nav/tabs.css" /> <link rel="stylesheet" type="text/css" href="/_nav/nav.css" /> <link rel="stylesheet" type="text/css" href="/_nav/menu.css" /> <link rel="stylesheet" type="text/css" href="/_common/styles/global.css" /> <link rel="stylesheet" type="text/css" href="/_forms/styles/form.css" /> </head> <script language="C#" runat="server"> void Page_Init() { string strObjectId = Request.QueryString["oId"].ToString(); string strObjectType = Request.QueryString["oType"].ToString(); string strResult = ""; CBizUser objCurrentUser = new CBizUser(); CUserAuth objUserAuth = objCurrentUser.WhoAmI(); strResult = RetrieveObject(Int16.Parse(strObjectType), strObjectId, objUserAuth); if (strResult != "") { strResult = CloneObject(Int16.Parse(strObjectType), strResult, objUserAuth); } if (strResult != "") { lblResult.Text += "Object sucessfully cloned. <BR><BR>The new record will be listed with the same name or with 'Clone of...' in front of the name. <a href='javascript:DisplayNewRecord(" + strObjectType + @", """ + strResult + @""");'>Click here</a> to close this window."; } } string RetrieveObject(int iObjectType, string strObjectId, CUserAuth objUserAuth) { string strResult = ""; switch(iObjectType) { case 1: CRMAccount objAccount = new CRMAccount(); strResult = objAccount.Retrieve( ref objUserAuth, strObjectId, ""); break; case 2: CRMContact objContact = new CRMContact(); strResult = objContact.Retrieve( ref objUserAuth, strObjectId, ""); break; case 3: CRMOpportunity objOpportunity = new CRMOpportunity(); strResult = objOpportunity.Retrieve( ref objUserAuth, strObjectId, ""); break; case 4: CRMLead objLead = new CRMLead(); strResult = objLead.Retrieve( ref objUserAuth, strObjectId, ""); break; case 112: CRMIncident objIncident = new CRMIncident(); strResult = objIncident.Retrieve( ref objUserAuth, strObjectId, ""); break; case 123: CRMCompetitor objCompetitor = new CRMCompetitor(); strResult = objCompetitor.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1084: CRMQuote objQuote = new CRMQuote(); strResult = objQuote.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1088: CRMSalesOrder objOrder = new CRMSalesOrder(); strResult = objOrder.Retrieve( ref objUserAuth, strObjectId, ""); break; case 1090: CRMInvoice objInvoice = new CRMInvoice(); strResult = objInvoice.Retrieve( ref objUserAuth, strObjectId, ""); break; } return strResult; } string CloneObject(int iObjectType, string strObjectXml, CUserAuth objUserAuth) { StringBuilder strFieldSet = new StringBuilder(""); string strResult = ""; try { XmlDocument objXmlDoc = new XmlDocument(); objXmlDoc.LoadXml(strObjectXml); XmlNode objNode = objXmlDoc.DocumentElement; int[] arrPositions = new int[] { 1, 2, 3, 4, 112, 123, 1084, 1088, 1090 }; int iPosition = Array.BinarySearch( arrPositions, iObjectType); string[] arrDescriptionNode = new string[] { "name", "firstname", "name", "subject", "title", "name", "name", "name", "name" }; string strDescriptionNode = arrDescriptionNode[iPosition]; string[][] arrInvalidNodes = new string[][] { new string[] { "createdby", "createdon", "modifiedby", "modifiedon", "owningbusinessunit", "statecode" }, new string[] { "accountid" }, new string[] { "contactid", "fullname" }, new string[] { "opportunityid" }, new string[] { "fullname", "leadid" }, new string[] { "incidentid", "ticketnumber" }, new string[] { "competitorid", "organizationid" }, new string[] { "quoteid", "quotenumber", "revisionnumber", "totallineitemamount", "totallineitemdiscountamount", "totaltax" }, new string[] { "ordernumber", "salesorderid", "totallineitemamount", "totallineitemdiscountamount", "totaltax" }, new string[] { "invoiceid", "invoicenumber", "totallineitemamount", "totallineitemdiscountamount", "totaltax" } }; strFieldSet.Append("<" + objNode.Name + ">"); for (int i = 0; i < objNode.ChildNodes.Count; i++) { if (objNode.ChildNodes.Item(i).Name == strDescriptionNode) { strFieldSet.Append("<" + strDescriptionNode + ">Clone of " + objNode.ChildNodes.Item(i).InnerText + "</" + strDescriptionNode + ">"); } else if ((Array.BinarySearch( arrInvalidNodes[0], objNode.ChildNodes.Item(i).Name) < 0) && (Array.BinarySearch( arrInvalidNodes[iPosition+1], objNode.ChildNodes.Item(i).Name) < 0)) { strFieldSet.Append(objNode.ChildNodes.Item(i).OuterXml); } } strFieldSet.Append("</" + objNode.Name + ">"); switch(iObjectType) { case 1: CRMAccount objAccount = new CRMAccount(); strResult = objAccount.Create( ref objUserAuth, strFieldSet.ToString()); break; case 2: CRMContact objContact = new CRMContact(); strResult = objContact.Create( ref objUserAuth, strFieldSet.ToString()); break; case 3: CRMOpportunity objOpportunity = new CRMOpportunity(); strResult = objOpportunity.Create( ref objUserAuth, strFieldSet.ToString()); break; case 4: CRMLead objLead = new CRMLead(); strResult = objLead.Create( ref objUserAuth, strFieldSet.ToString()); break; case 112: CRMIncident objIncident = new CRMIncident(); strResult = objIncident.Create( ref objUserAuth, strFieldSet.ToString()); break; case 123: CRMCompetitor objCompetitor = new CRMCompetitor(); strResult = objCompetitor.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1084: CRMQuote objQuote = new CRMQuote(); strResult = objQuote.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1088: CRMSalesOrder objOrder = new CRMSalesOrder(); strResult = objOrder.Create( ref objUserAuth, strFieldSet.ToString()); break; case 1090: CRMInvoice objInvoice = new CRMInvoice(); strResult = objInvoice.Create( ref objUserAuth, strFieldSet.ToString()); break; } } catch ( Exception e ) { lblResult.Text += "Error creating new object: " + e.Message; } return strResult; } </script> > <script language="javascript"> function DisplayNewRecord(iType, sId) { try { // Refresh the main grid var objWindow = window.opener; while(objWindow.opener != undefined) { objWindow = objWindow.opener; } objWindow.crmGrid.location.reload(); } catch (e) { } try { // Display the newly created record window.opener.openObj(iType, sId); } catch (e) { } try { // Close this window window.close(); } catch (e) { } } </script> <body> <table class="layout" cellspacing="0" cellpadding="0" width="100%"> <tr height="24"> <td width="100%"> <table cellspacing="0" cellpadding="0" class="mnubar"> <tr> <td> <img src="/_imgs/mnu_vSpacer.gif" hspace="3"></td> <td class="icMenu" noWrap> <span tabIndex="0" class="menu"> <table width="100%"> <tr> <td align="right" class="mnuTitle mnuRight" noWrap><asp:label id="lblTitle" runat="server" EnableViewState="False" /></td> </tr> </table> </span> </td> </tr> </table> <div style="border-top:1px solid #969693;border-bottom:1px solid #C2C2BF;"></div> </td> </tr> <tr> <td class="leftBar" style="width:100%"> <form runat="server"> <table width="100%"> <tbody valign="top"> <tr> <td align="center"><asp:Label id="lblResult" runat="server" EnableViewState="False" /></td> </tr> </tbody> </table> </form> </td> </tr> <tr height="23"> <td class="statusBar">   </td> </tr> </table> </body> </html> begin 666 clone.zip M4$L#!!0``@`(`"Y52S"F(<6#P0@``+\A```*`"0`0VQO;F4N87-P> H`( `` M`````0`8`"7S6H*U\,,!)?-:@K7PPP%X*9APM?##`;5:>V_;.!+_.POL=^!I MT=9!?%(>Q:*;V,$F;KLPT+3=I'==H"@*2AK;3"G22U).O$6^^_$EB78L.VE] M*1+Q,9SYS8./(=M[\CMZC\> WF V+G6A'PU^B1 PG%+X+X&;*X65;AQA*B%" M+R$MQ_U(B5)7GIS^_),9/RRF7"CT%A<@ISC3U%=SJ:"(-A'$?Q5T,]$'N%5K MJ"Y()KCD(Q4/+B_B]Q2K$1=%/.#%>\%OYV[D1!54?W=Z$\"Y*>ST%%$43@>4 M,\+&<1SW$M=B.REA7Y$`VH^DFE.0$P`5(36?:H%*XTDR*2,T$3#J1\F7C!<% M9XDC3210R%1L*9+O8<?P+%$XE3_(0O_^((<"6/D#+!;-,J8\Q?0'V!FWRHJ; M]7'#JY=4CNW)3)"I0G0AGD7)L-)B0,Q 1(9NQDEN(__+D!'5V=5-WPPHJ01A M8Z0_[])K[<=ACOKH$OXN0:KXSQ+$_,I2?(KX,(\^QQ^XJW=V3U8-_Z"5:65@ M.M>QN 194J6'1Y'N,7V#<_+/?[06B*?7@U((8,I6^XC!#:IZ/:.!*9^5:F*H MZW)_:6S\<<+/BJ$=X\77<B]!8X$9.%TZ0Z8.?HW?8R&ALZ#A;C<T6#>4YZ"8 M7S)"G8;YOXQ6N\C:?$&FF9$/%.C&K!!WYU19(Y&FU#7;Y07MZ3[''<DR`RE' M):5SE!DL>8QZYY>GYO?#!*RA!61<Y.B&4(I20)1(!::JS:LTB<2%IC-_N'"M MSZQ6B(_B.'Z&"$,CP9G2=4MO2+40[$+]V36>81?%QR^)G%(\?PLWEU9D)T)[ M2\&UAWZ/NEHSW^.5-:U:VY-GIP-*LJ]H`@)Z"3Y%BANM)&C!1&IP+.<W<519 MS5E.?WT0+@4`T9A)(]LZ86FV=-'*L/-V;XMM%R%2VRJ;= ()9EKN?$/5CW5= MAC7Z@^/%QIW!Y<59EO'26#6]KHI^7M1]?F8L1EQ#'U?Z=K2+1R'^I0`WIM6, M4/"3"L!?'?<&YN%QC6Z@'8XSBZXJUNA\0QLZW_U8=/HG`!6@.FI0O9N:_;1D M1,T-P[!:HPL:VQ &)%M#^;Q!^09P;CC9;XW+U-H`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`F9$:@9-B^(*4ZK]0!04N#"FO=>< M$VEMOM2M\.UZBYHMH9$DS1YBV[PE_G^2B5OPG1Q?V:+*E=R[Q5E5+<CQV70* M+.]$/9.A^)4O-A<XNAJ=5H? $1?([0NHC_9/]*=7$P\FA+HY&0\,`-V[MU=E M<C;+6T$YU+@[9-=)ZO=7K!(UAW:X*Y86`[K*YE"HT@K90\9 N 031;UD#<?Z M+'R'@$I 1JE.R\H<+E*?]C]WT0;M=[4I]W?1TZ?H01SK97+OX*&\UUIR#8=W MI0+1;(\[+I;NVD,H:8\A-VAU!EDMV3YU]%@?F3*VY8P#N\ZO/D75&C1W/#6[ M,.O9"? =!O@>DS2V98W;QG<4X/O>]'%=_OBC> .HSP.H#\@A5R:16X33I)#? MD4.V)I';!'AXM!!\WY%#KDDBMPFT22$?GD.N3B*WB^I%@.JQ.>3J)'*K^.H4 M\K$Y9%L2N15T=L&_0QE6V01UT*O;#.SNB "MN:]])007R)ZR319@@'.[[!_; M;1GB"Y 2C^%!>>I.+W&;\NG//ZU^1FAN9>W[P<ZH9)D%>>^.EOB<=IA7Z$UF MZ;>@)$&7,!(@W55Q@0E#8T%RUSO#-E8^VFM9;6E_/\NGP$!XV]U,"(5.3>4[ MS?5VR7(8$09YLQ^'S):'+&RZ#66<B>(/C2BF/+/GZU@`Y<TR63O*'*"0/_^M M4-/;Q=UPPXVY3G<9D;\^]]J$B.SG77H=FO!Q0@?+=]L+4NS-]SH][A8C8:>7 M\GSNWPO-BRC**):R'VF]>*DBE &EYAV2L'$_VG?U*<[SJGY#<C7I1P?[^T]< MU&@^`DV C">J'QT^]XVZ-5]!VTC=(,:C*EB98E$/-K+JLA'15'9ZI!@C*3+S ML*:+,M%CO\RNS).JB,=D%*&)?U\]BDY[23C68/4"278!K(P0XQ\%GH;L]6"& M-/@AR^%V`:,9$%!6*J[2_KX2E7Q,R9CU(V'L&*K_P=P?(%VX=#T>6 _+Z3'% M*5!$<NV]E%K"Y7=!]&KYV?NU>_9.EDQ@4"2+N'3=C UMD!@C!'8+683#EX;V M<C)#]IFS'Z4V0_RWXM/C@^DMDIR2'/WRVZ_ZW]&)[TRY4KP(^P>'@\/SUR?& M<9I7%6*U^$9V8]O J11&ZAQK:W@,UC/'BV%IGE]7/*IN=FA/F1F%9MZ!6K'0 MVTN^#CR=`5-&B/7DF]"3;B'_?E<N.E+7ZBF_RC?VX7F]19OI?13=MZZYUBGE M>3!-G[)43D]:608(>HG'UDO\?VCX'U!+`0(9`!0``@`(`"Y52S"F(<6#P0@` M`+\A```*````````````( ````````!#;&]N92YA<W!X4$L%!@`````!``$` *. ````T)```````` ` end Tag: How can I add "my closed activities" view to workplace Tag: 12597
  - 14
    - Add date/time to notes Does anyone know how to add the Created Date to the notes form? I'd like the created date to be visible when I view the notes on an Account, Contact, etc. I can not even find where to edit this form. Thanks, Toby Tag: How can I add "my closed activities" view to workplace Tag: 12592
  - 15
    - Data Migration from MS CRM to MS CRM?!? Hi all, I have still the same problem and I still can't find a solution... Situation: - We worked with the sample database "Adventure Works Cycle" - Since Monday we have a new licence key that works only with our company name Questions: 1) How can I change the company name to get the key work? (I think this isn't possible...) Second Possibility: I installed the MS CRM Professional 1.2 (German) again with the right company name. But then the existing database cannot be connected, because it belongs to the Adventure Works Cycle company. 2) How can I connect the database with the new company? 3) Or how can I 'migrate' the existing MS CRM database to the new MS CRM database? I read parts of the DMT Guide... I could not believe that I have to do all of these complex steps to migrate data from CRM to CMR!?!? I only want to register MS CMR! Nothing else... Thanks for every help! Simone Tag: How can I add "my closed activities" view to workplace Tag: 12590
  - 16
    - rights for dropdown control .... Hi, I have created an dropdown control in contacts form. and i have 2 items in the dropdown list. now when user1 logs in i want to show only the 1st item in the dropdown control or i should able to disable the control. but when user2 logs in i should show all the items in the dropdown control. Now how to hide dropdown items according to users ? Regards, Tag: How can I add "my closed activities" view to workplace Tag: 12587
  - 17
    - "Microsoft CRM - Application Professional" certification exam... Hi, What are the prerequsites for "Microsoft CRM - Application Professional" certification exam... If any one has cleared it can u guide us ? is there any sample questions or mock exams for this exam.or is there any books for this ? and is it advisable to take this exam first. Regards, Tag: How can I add "my closed activities" view to workplace Tag: 12580
  - 18
    - CRM 1.2 and SBS2003 Is anyone running CRM 1.2 on SBS2003? I have heard that installing it wipes out the companyweb. Are there any other issues to look out for? Thanks. Dewayne Tag: How can I add "my closed activities" view to workplace Tag: 12579
  - 19
    - How to change which server the Outlook Client is connected to? We are currently setting up multiple CRM databases in order to have a development environment and a live sales environment. How do I swap the Outlook client over between servers? Thanks Brad Tag: How can I add "my closed activities" view to workplace Tag: 12578
  - 20
    - Activity -- problem opening existing Activity We are experiencing a problem when trying to open certain activities. The activity will not open and eventually we get a timeout. What we have found is that in the ActivityPartyBase table for these activities, instead of a few entries for the particular ActivityId, there are over 15,000 entries each with the same ActivityId but different ActivityPartyId values. It seems that the inability to open the activity in CRM is due to all those records in ActivityPartyBase. This is only happening periodically with a small number of activities and appears to be random. Has anyone seen this and does anyone know the solution to this problem? Tag: How can I add "my closed activities" view to workplace Tag: 12577
  - 21
    - Advanced Customisation Please advise if anyone has done anything like this before with MSCRM 1.2 Simple customisation of forms and views is OK. Option 2 is to write your own app based on the API. OK also. Option 3 though: I'll give you an example... On the Contract List form you have Tools/Advanced Find Option but if you go into the details of a single contract you lose the Advanced Find menu item. I would like to be able to hook up Advanced Find to this form. Has anyone done this sort of thing (not that particular customisation but that kind of customisation). I'm telling myself that they are just aspx pages so it should be no big deal, except for the fact that simple customisations are stored in xml files and therefore there is that added layer of complication. Any response would be appreciated. regards Mark Tag: How can I add "my closed activities" view to workplace Tag: 12573
  - 22
    - Setup Development Env Hi: If we want to setup a development environment in our production MSCRM domain using the same OrgName and Key, will this cause any problems? How have you setup your deve environment? I know that the AD information will already exist. Do Tag: How can I add "my closed activities" view to workplace Tag: 12572
  - 23
    - Missing timezone Anyone know what happened to GMT +12? +11 or +13 aren't really suitable for New Zealand. CRM v1.2.3297.0 'Set Personal Options' page 'Miscellaneous' tab 'Time Zone' drop-down list Tag: How can I add "my closed activities" view to workplace Tag: 12570
  - 24
    - Does the administrator have to take up a license? Does the administrator require its own license, or can you assign the System Administrator to a user and remove the license after the initial setup? It seems a bit bad for a company to have to buy an extra license for the Administrator. Tag: How can I add "my closed activities" view to workplace Tag: 12569
  - 25
    - Create new Database and Configure Synchronization Hi all, I would like to create a new database/table to save information on the Oppurtunity -> Competitor/Partner form to the local MSDE when a user is offline. When the user goes online again, I would like to set up the replication so that the data (Competitor/Partner information) stored locally on the MSDE is synched back to the CRM Database (in which case I think I'll have to add a new database/table to the CRM Datastore as well, since it does not have the table I want). Is something that can be done? If yes, anyone have any ideas of how to go about it? Thank you in advance. Tag: How can I add "my closed activities" view to workplace Tag: 12565
- Next
  - 1
    - Email quotes This sound quite simple but I can't seem to find this? Where and how does one email an quote out of CRM directly to the client or opportunity if it is activated? Tag: How can I add "my closed activities" view to workplace Tag: 12562
  - 2
    - CRM 1.0 XML import to CRM 1.2 Does anyone know how to import a CRM 1.0 XML into the CRM 1.2 env? The deployment manager rejects the 1.0 XML file during the import process - ERROR: does not match version of the database. So is there anyway work around this? Gues I could modify the XML version but.... Tag: How can I add "my closed activities" view to workplace Tag: 12561
  - 3
    - MS CRM 1.2 and Exchange 5.5? Does anyone know if it's possible to install the Exchange router on Exchange 5.5? Tag: How can I add "my closed activities" view to workplace Tag: 12559
  - 4
    - MSCRM Client install Hi: If MSCRM Outlook Client is successfully installed on a workstation. Can other people on the domain login and use that machine and have their profile created on that machine for MSCRM. In other words, can a workstation be used to synch many users MSCRM information. Do Tag: How can I add "my closed activities" view to workplace Tag: 12554
  - 5
    - More CRM 1.2 issues Aside from not being able to open CRM items we're having another problem preventing use of the system. After installation of 1.2 on Office 2003 systems any mouse over of a CRM item in Outlook causes an Internet Explorer script error, roughly: Line: 35 Char: 1 Error: Object Expected Code: 0 Url: http://localhost:2525/_grid/grid_data.aspx? sortCol=name&sortDir=ascend&viewLd={000000000-0000-0000- 00AA-000010003000}&filter=&pageNum=1 Do you want to continue running scripts... Well, this problem occurs on fresh 1.2 installs only and upgraded from 1.0. Happens in Offline and Online modes. Any ideas? We're about at our wits end with this product. Tag: How can I add "my closed activities" view to workplace Tag: 12553
  - 6
    - CRM 1.2 items cannot be opened with double click We're having a problem with our newly upgraded CRM system. After a short period of use the web clients (and possibly Outlook clients) will get into a state where items cannot be opened any longer. Double clicking does nothing. Anyone experienced this issue before? Thanks, Keith Tag: How can I add "my closed activities" view to workplace Tag: 12551
  - 7
    - Phone call direction default How can you change the default direction of phone calls in the phone call activity from outgoing to incoming? Thanks, Jim Tag: How can I add "my closed activities" view to workplace Tag: 12549
  - 8
    - How does a manager know what activities their reps are working on How does a customer service manager monitor her individual CSR queues from within her workspace? Can their be one master queue that can be accessed or does she have to monitor each queue separately? Can anything in the workplace be customized besides the personal settings of Sales view VS Service view? On a side note, I know that many of you are versed in the customization and implementation of MSCRM, but is anyone actually using the product as a "complete" CRM? Has anyone written a best practices in usage (not implementation or configuring)? How to bypass the shortcomings of the system with procedures etc? Thanks once again, Jim Tag: How can I add "my closed activities" view to workplace Tag: 12548
  - 9
    - Doubt in getting the record count of customised field.. Hi, In MSCRM i want to get the total count of contact records according to a database status field or according to my own customised field. how can do it. fromSDK i got this code snippet but how can i mention the code number that i want to retrieve.(ex) select count(myfield) from contacts where myfield='5'. How can i convert this query as xml query. code which i got from sdk is. String strQuery; strQuery = "<fetch mapping='logical' aggregate='true'>" strQuery += " <entity name='Contact'>" strQuery += " <attribute name='myField' aggregate='count' alias='number' />" strQuery += " </entity>" strQuery += "</fetch>" // Execute the query int intCnt = query.ExecuteQuery(userAuth, strQuery); Tag: How can I add "my closed activities" view to workplace Tag: 12547
  - 10
    - How do you Print Orders? Seemingly simple question here, but I cannot figure out the answer. Or at least the easy answer How do I print a complete order? I fill in products, quanities, recalculate values and now I want to print and fax the quote to the customer... If I hit the print button on the quote, it prints all info from each of the tabs on the account. It does not refer to the products or quantities. If I go to the product level, hit the print (on the individual window, not the main window) button, it prints the product(s) chosen, price per unit, quantity and extended amount for products that are on that screen (no write in products) and no information about the customer. Not very useful. If I change to the write in product tab, it does the same as above, ignoring existing product and customer info... If you promote to an Order, same deal. If you promote to an Invoice, same deal. Shouldn't that be a simple task? Thanks In Advance, Jim Tag: How can I add "my closed activities" view to workplace Tag: 12546
  - 11
    - Setting Due Date in Phone Activity Hi, How to set Due date to say next day by default in PhoneCall Activity? Also need to add some default value to other field, how to do that? Thanks Ken Tag: How can I add "my closed activities" view to workplace Tag: 12540
  - 12
    - Total record count of contacts ??????????? HI, I want to get the total record count of contacts according to status code or according to my customised field how can i do it ? Regards, Tag: How can I add "my closed activities" view to workplace Tag: 12539
  - 13
    - how to hide dropdown items according to users ? Hi, I have created an dropdown control in contacts form. and i have 2 items in the dropdown list. now when user1 logs in i want to show only the 1st item in the dropdown control or i should able to disable the control. but when user2 logs in i should show all the items in the dropdown control. Now how to hide dropdown items according to users ? Regards, Tag: How can I add "my closed activities" view to workplace Tag: 12538
  - 14
    - Anyone succeeded in registering CRM 1.2 ? Hi all, Today I tried to get my keys for CRM 1.2 (I'm a MS Certified Partner) and I couldn't figure what information it needed. I got the latest 1.2 CRM cd's with the latest MSDN package, and a sheet of paper with a web site to goto after February 9th. So this morning I tried to do as instructed, and couldn't figure out what options to pick and what information to put in. Any other MS Certified Partners out there have success with this ? Thanks Nick Tag: How can I add "my closed activities" view to workplace Tag: 12528
  - 15
    - CRM for international companies - multiple currencies Hi, Being an international company, our pricelists are in different currencies. MS CRM stores the currency on the Organization level and not on the Business Unit level, which essentially prevents our use of it. (1) Any suggestions for a way to overcome this problem (besides "translating" the EU, EMEA and US pricelist to one currency, e.g. dollars, or waiting for CRM 2.0) ? (2) I noticed that the database schema contains "Organization ID" for all basic tables. This probably means that multiple organizations can run on the same CRM server. Currently, I can't see any way to add another organization. Is this feature coming up ? This can solve the currency problem but probably create administrative and reporting problems (e.g. the CEO wants to see one pipeline report). Bottom line - Is support of multiple currencies in Microsoft's development roadmap ? Thanks, Jeff. Tag: How can I add "my closed activities" view to workplace Tag: 12526
  - 16
    - Data Migration Framework failed Hi, I tried to use the DMF to migrate simple data in the CRM. But it failed. It is a very simple scenario. I have a csv-File with only an AccountNumber and Name. I tried different cases. First the one above but it failed because the AccountID can not be NULL in the CDF database. Then I generate my own IDs but still no effect. So I tried to set the AccountID as identy row but again no success. Then I added a forth column in my source csv-file which has the OwningUserName in it. I fired the stored procedure to map the users. But the migration still won´t work. I get the data in the CDF Database but when I run the migration tool all completed with no errors but I have no data in my account table in the mscrm database. What is my fault? I tried this for such a long time but no success. Hope someone can help me. There are some spread sheets to do the mapping provided by Mircosoft but they need to be revised. They are some fields that are required but in the table of the CDF database this attribute is Nullable????? (e.g. OwningUser) Thanks in advance for help. Andy Tag: How can I add "my closed activities" view to workplace Tag: 12525
  - 17
    - addons CRM Does anyone have a link or list of recent add-on's for Microsoft CRM? Tag: How can I add "my closed activities" view to workplace Tag: 12522
  - 18
    - tracking employee email use I would like restrict deletion of sent email in outlook express. How can I do this? I would like to verify that an employee is doing business not chatting with friends. Tag: How can I add "my closed activities" view to workplace Tag: 12517
  - 19
    - CRM and Exchange Problems Dear All, i have a problem between CRM and exchange, my setup is as follow:- i have a single computer with Windows Server 2003 installed, Exchange 2003, and CRM 1.2, CRM is working just fine, the samething is with Exchange OWA, however, i can't get CRM to send mails throught Exchange, i've installed the Exchange E-Mail Router but with no success, is there is any kind of incompatability between CRM and Windows or Exchange 2003, is there is any guide to follow to solve this? Thanks in advance GQ Tag: How can I add "my closed activities" view to workplace Tag: 12516
  - 20
    - Wrong translation to Dutch The Dutch version of CRM contains a strange translation. The search buttons all contain the text: "maken", which means "create". I think this has to be: "zoeken", which means "search". Is there a possibility for us to change this ourselves? It's a bit messy to deploy this to a client. I've tried to search in the metabase and the mscrm database but was without luck Regards Edwin Jongsm Accenture Tag: How can I add "my closed activities" view to workplace Tag: 12515
  - 21
    - Where can I find a list of known CRM 1.2 issues and workarounds? I am running a test of CRM 1.2 from MSDN Universal and I am having a number of minor strange issues. Is there a list of known problems, and workarounds posted anywhere? Have any patches been issued or other technical update articles? Is there some sort of monitored support newsgroup or something I should purchase to be able to more effectively evaluate the product? Thanks, Bill Walter Tag: How can I add "my closed activities" view to workplace Tag: 12509
  - 22
    - Ongoing problem with CRM Sales Client I have tried what Suzanne said about the folders - it makes no difference. I have decided to go one step further and Ive managed to capture roughly what the problem looks like in the "message" side right pane so its easier to understand the problem. There is nothing wrong with the CRM folders present themselves they are all there. This is the navigation when it errors for the main CRM folder http://localhost:2525/stage.aspx?page=Home&area=nav_home This is the result. Note it also results in an object expected error (javascript I think). And this is what the output looks like, this should be a close resemblance of the actual bare result. I spoke to someone at MS in the UK who suggested there were a lot of issues with the beta and therefore this could be one of them he implied. File Go Offline New New Activity -------------------------------------------------------------- Lead Opportunity Quote Order Invoice -------------------------------------------------------------- Account Contact Task Fax Phone Call Email Letter -------------------------------------------------------------- Appointment Tools Import Advanced Find... -------------------------------------------------------------- Options... Synchronize... Contacts Leads Help Help on this page... -------------------------------------------------------------- Contents User's Guide Tutorial -------------------------------------------------------------- About Microsoft CRM... Lead Manager Tag: How can I add "my closed activities" view to workplace Tag: 12507
  - 23
    - "Microsoft Office 2000 patch for Microsoft CRM" I have a full set of Beta and NFR cds but I dont have the alleged "Microsoft CRM Supplemental CD for Office 2000." Has anyone got a copy of "Microsoft Office 2000 patch for Microsoft CRM" I'd like it to test a problem I have with the sales client, many thanks -- Tony Foster GoldMine Support Consultant FrontRange Certified Professional Profita Limited www.profita.co.uk Tag: How can I add "my closed activities" view to workplace Tag: 12506
  - 24
    - The specified attribute does not exist on this entity??? create mynewfields on crm contact form and publish deployment menager, how to use this fileds with vs.net-crmsdk myproject? string strContact = "<contact><firstname>mehmet</firstname>"; strContact += "<lastname>tastan</lastname>"; strContact += "<telephone2>206-555-0100</telephone2>"; -------> strContact += "<cfmadescription2>bla bla blaaa</cfmadescription2>"; strContact += "<emailaddress1>dave@northwindtraders.com</emailaddress1>"; strContact += "<ownerid type=\""; strContact += Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() +"\">"; strContact += oUserAuth.UserId + "</ownerid></contact>"; compile project and when click "create new contact" button, return this error. ErrorMessag e: SOAP Server Application Faulted detail.outer 80041103The specified attribute does not exist on this entity.The attribute 'cfmadescription2' is not an attribute of the entity 'Contact'D:\crm\Build\3297\src\platform\include\OMCommon\CrmPropertyBagUtil. inl434 Source: System.Web.Services Tag: How can I add "my closed activities" view to workplace Tag: 12505
  - 25
    - An error occured while installing Microsoft CRM folders The installation of CRM 1.2 is complete and successful. The CRM server is running. CRM Web access is OK. The Installation of outlook client is successful. W2k are updated with the latest SP and updates. Office 2003 are up to date with the latest updates. After starting outlook there is the following error: "An error occurred while installing Microsoft CRM folders." Is there anyone ho can help? Joop. Tag: How can I add "my closed activities" view to workplace Tag: 12504

Hi,
I want to add "My closed activities" view into the view
dropdown list at WorkPlace\activities

Anybody know how to do it?

Thank you very much!

Regards,
Raymond

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