Can you create an Internal Marketing List for CRM Users?

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- Previous
  - 1
    - Child windows spawn coordinates - Changeable ? HI, I would dearly love to change the spawning screen coordinates for all child windows. The problem I am trying to fix are that some users have dual screens (Window extended over 2 screens). If The CRM 3.0 web interface is up in display 2, the child windows spawn in the middle of display 1. I would like to change this behavour so that child windos spawn a fixed coordinate relative to the parent window - say +150,+150 from the top right corner of the parent. Is this possible - (I do not want to change primary and secondary displays to make this work !!!!). Many thanks, James Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59326
  - 2
    - How do I publish CRM 3.0 web site with ISA Server 2004 How do I publish CRM 3.0 web site with ISA Server 2004? I configure a new web listener to listen on port 5555 and with basic authentication, but now I am getting a message back to use SSL. Must I create an certificate for CRM and load the certificate on the CRM server and the ISA Server? Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59324
  - 3
    - Administrative Operations Tool What version does the Administrative Operation Tool support? We currently on 1.2.3297.0 and the install gives a version does not match error. Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59319
  - 4
    - Export Entity - replace name - import entity? I am looking at adding a Change Order entity into CRM 3. Is it possible to export the â??Invoiceâ?? and â??Invoice Productsâ?? entities and replace the word â??Invoiceâ?? with â??Change Orderâ?? and then import the xml files again? What additional file changes must be made to make this work as it gives an error when importing the newly changed xml files. Thank you Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59312
  - 5
    - CRM 3.0 Redeployment tool, minimum required permissions Hi everybody, Do we have to have domain admin priviledges to be able to run redeployment process ? if not does anybody know what are the minimum permissions to do that, or if there are extra steps that we need to take to accomplish this? Thanks in advance Isil Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59311
  - 6
    - Error with "Delivery Status Notification (Delay)" Hello fellow canines, After sending email from inside CRM 3 I get the following message in Outlook 2003 from Administrator; This is an automatically generated Delivery Status Notification. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. Delivery to the following recipients has been delayed. CRMdog@doghouse.com The email never reaches the intended recipient, as I get an error message later in Outlook from System Administrator. The email gets stuck in the â??SmallBusiness SMPT Connector Queue in SBS 2003 and blocks all other emails The strange thing is that emails in plain text get through without a problem but Email Templates and email with graphics get stuck. When I first set CRM up it actually did send about 5 emails before stopping to work. Any help is greatly appreaciated. CRMdog Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59310
  - 7
    - campaign does not work as expected... TRying to use the marketing module we are testing the CAMPAIGNS in CRM 3.0 The CAMPAIGN ACTIVITIES (Fax and email) are created in the CAMPAIGN. When the Activities are DISTRIBUTED they most be created in each one of the related records (Accounts in this case) as ACTIVITIES. The emails and faxes are not created, are not visible in Accounts, not visible in the CAMPAIGN ACTIVITIE's "CREATED FAX or CREATED EMAILS section, not visible in Campaign's activities "FAILURES". - The application event log of the CRM server records a 16640 event each time the activity is (NOT) distributed: FAILED to start process 'A06FEC80-6C61-4DFF-8D26-BB629DC898BD' for object: (4406,{698ACE24-B7DB-DA11-9DC7-0003FF63DCB4}). Caller is 'SYSTEM'. Error code 80048306. - THere are no workflow rules now. Any idea? Thanks in advance for any help. Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59302
  - 8
    - Editing a Sales Process in CRM 1.2 I've just implemented a sales process in CRM 1.2 and have come across a problem. I wanted to edit the sales process so deactivated it, made the change and then activated it again. When checking the reports that depend on the sales process attributes I see that now two sales processes are shown which is not desirable. I think what has happened is that when you deactivate a sales process and activateit again a new process id is given. Is there any solution to this apart from hacking the database? Thanks James Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59300
  - 9
    - Copy Attributes into an existing Entity Hi- I would like to avoid re-entering a set of about 50 attributes that I would need to mirror in a second Entity record. I will be populating the information from one entity to another, but want to avoid the manual labor of creating a second set of attirbutes if possible. Please advise if this is possible. -- Thanks! Marlene Lopez Axeus Inc mlopez@axeus.com Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59299
  - 10
    - Add option to remove suffixes for cases and other entities CRM 3.0 added suffixes to many entities. We would like to have the option to remove these as we, and our customers, are accustomed to see items such as CAS-01234 and would rather not see CAS-01234-YJSEBB ---------------- 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=7d82e6b1-369e-4793-8819-cf67def12edb&dg=microsoft.public.crm Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59298
  - 11
    - CRM Problem with Outlook I just finished installing CRM on my server, I get two error messages, can someone help? The errors are: 1. An error occurred loading Microsoft CRM functionality. Try restarting Outlook. Contact your system administrator if errors persist. (THIS ERROR MESSAGE IS LISTED IN OUTLOOK WHEN I HIGHLIGHT "Mircosoft CRM" FOLDER. 2. [Event ID: 5972] An error occurred retrieving data from the Microsoft CRM server for processing Microsoft CRM-related e-mail messages. Not all CRM-related e-mail messages may be marked appropriately. Verify that the current user has appropriate permissions and server connectivity and try the action again. HR=0x80040220. Context=. Function=CEmailTagger::Run. Line=313. 3. [Event ID: 5990] An error occurred retrieving Microsoft CRM synchronization settings from the server. Restart Microsoft Outlook and try again. HR=0x80040220. Context=. Function=CAddin::HrActivateAddin. Line=595. I appreciate your feedback. -- Joe Hanlon Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59296
  - 12
    - CRM 3 SB Edition on Windows Server Standard inside a SBS domain I'm trying to install CRM 3 on Windows Server Standard inside a SBS domain but when I typpe the license key it tells me that I can only install CRM on a Windows Small Business Server 2003 or on a computer joined to the SBS domain. The server running Windows Server Standard 2003 is already inside the domain. How can I solve this issue? Please help me Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59293
  - 13
    - CRM dev to test to prod I am just getting started on a CRM implementation. How successfull have you been with three different environments and promotion of customization/data from dev up to produciton? Are there any tricks to promoting from one environment to another? Thanks for your help! Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59284
  - 14
    - CRM Email Tracking and SPAM How big of a concern is the tracking GUID triggering SPAM rules on remote mail servers? We currently use CRM with tracking and have reports of users sending email that the recipient claims they never receive. At this point the claims haven't been verified, we have asked them to report specific instances so we can investigate. There are several reasons why the messages could be marked as SPAM besides the GUID, namely content. If the message is part of a campaign, then obviously the content would play a huge role in SPAM rule application. So, my question is, does anyone have concrete info on the GUID triggering SPAM filter rules? This will help in determining what level of reliance we will put into the email functionality of CRM. Thanks! Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59279
  - 15
    - CRM 1.2 Timezone Did something change in a 1.2 hotfix regarding how dates get stored? Everything is in the Central Time Zone (-5 DST). I create a new opportunity at 1:30p this afternoon and it's createdon = 5/4/2006 13:30 (expected 18:30 UTC). In a custom date field, a select 5/4/2006 and it gets saved as 5/4/2006 0:00 (expected 5:00 UTC). I change my user to the Pacific Time Zone (-7 DST) and repeat the test. createdon = 5/4/2006 13:40 (expected 18:40 UTC) and the custom date field = 2:00 (expected 7:00). I have researched this in the past and always saw (I think) these dates getting saved as UTC. Did I miss something here? Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59276
  - 16
    - Custom Roles We created 2 custom roles for the sales team. Their core records permissions give them full control over opportunities. However, users in one of these 2 roles try to close an opportunity they get an error that says insufficient permissions. If we add a Core Role, like VP of Sales to the user account roles, while leaving the custom role in place the users can then close opportunities without an issue. Anybody have any idea why the custom role with the same permissions as the VP of Sales would not allow users to close opportunities? Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59271
  - 17
    - CRM Queue - Email Attachment Problem Hello, I am running CRM 3.0 with a mail enabled Queue (support@company.com). When the queue receives an email that has another email message as an attachment I lose the attached (embedded) email. Attachments seem to work ok for Office docs but not when the email contains an embedded email. I can reproduce this every time by just composing a new email to the queue in Outlook (2003) and then selecting an item to insert instead of a file (down arrow next to the paperclip). When I this email to my CRM queue the inserted email is gone. Is this a bug? Any ideas? Thank you, Shaun Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59261
  - 18
    - Server Exception when calling crmservice Update via callout Any ideas why I get this exception? Thanks Error: ISV code threw exception: assembly: Corillian.CRM.BusinessRules.CaseBillable.HourRollup.dll; class: Corillian.CRM.BusinessRules.CaseBillable.HourRollup.CalloutComponent; entity: task, event: postupdate, exception: System.Web.Services.Protocols.SoapException: Server was unable to process request. Server stack trace: at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Corillian.CRM.BusinessRules.Base.CrmService.CrmService.Update(BusinessEntity entity) in C:\CorillianCRMSolutions\BuinessRules\Corillian.CRM.BusinessRules.Base\Web References\CrmService\Reference.cs:line 176 .... Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59260
  - 19
    - Publish CRM to External users without the need for A VPN tunnel I would love the ability to access CRM from my Outlook Client without establishing a VPN connection. ---------------- 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=c33e96cd-39d4-469b-92e8-2172a5c569f2&dg=microsoft.public.crm Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59256
  - 20
    - Product Catalog Questions Can someone please explain to me what the following fields are for when setting up a new product? -List price -Standrad Cost -Current cost Obviously one of these fields is for the sale price of the product... but which one? and what are the other fields fore? How do they affect the revenue forecasting? I bought the working with CRM Dynamics 3.0 book. However it has NOTHING about the product catalog section in it whatsoever. -Julius Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59251
  - 21
    - Error When Closing Opportunity We have an issue where when an user attempts to close an opportunity, they get the following error: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information and where it originated in the code. System.Runtime.InteropServices.COMException: Exception from HRESULT: 0x80040220. I had seen an earlier post that said a possible workaround was to put a valid value in the Est. field, but this workaround is useless. Does anyone have any idea of how to close these out? Our opportunity list is becoming extremely long. Thanks, Matt Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59249
  - 22
    - Importing data from Production to Pre-Production I currently have a Pre-Production Environment of CRM on a different CRM Server, Different Database Server, Different Service Account, Different Organization Unit in Active Directory, SAME Organization Name, Exact same customizations published. I wanted to import the data from the Production Environment so that we may perform some tests against pre-prod with actual data. Is there any easy way to do this without Scribe? I tried to restore the Production MSCRM Db to the PreProd but after that, CRM will not load. Thanks, David. Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59247
  - 23
    - CRM 3.0 Distribute Campaign Activity Error I'm trying to do a word mail merge to a marketing list which is part of a campaign. I can create the Campaign Activity (Channel is "Letter via Mail Merge"). When I click on "open word" on the "Distribute Campaign Activity" screen after having selected the type of "template" I get an error Line: 132 Char: 1 Error: Access is denied Code: 0 URL: http://<server name/_grid/cmds/dlg_canmailmerge.aspx?iObyType=4402&Total=1&sIds=<GUID>&sAction=letterviamailmerge I have system administration role, mail merge has no issues on any other screen. Has anyone seen this before? les Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59245
  - 24
    - New Install Failure installing the email router The diag tool installed by CRM is failing when it checks SQL. I'm getting a string too short or too long error. It suggests that I can fix this by going to control panel and choosing the repair option for CRM but that is failing also. Win 2003 Server SP1 SQL 2000 standard SP4 Exchange 2003 SP2 Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59240
  - 25
    - Workflow Question Does anyone know if it is possible to create a workflow in MSCRM V3 which does the following: Create an opportunity, if a certain field is not populated 24 hrs after creation, send an email. Simple request, but I cant see how to do this (without creating an assembly). Thanks Jo Savidge Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59235
- Next
  - 1
    - Error When Merging Two Records Greetings! When trying to merge the contents of two records, our users get an error: "An error has occured. For more information, contact your system administrator" Which is followed by an IE Script Error: "'crmMergeForm' is undefined" At first I thought it was a permissions issue, however every one of our security roles has full rights on Merge in the Miscellaneous Privileges section. This error even affects those with administrative rights. Any suggestions? Thanks in advance. Herb Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59232
  - 2
    - CRM Fax Service Errors My Application log is full of errors for the CRM Fax service. Any ideas how to fix this? ******ERRROR************ Event Type: Error Event Source: MSCRMFaxRouterService Event Category: None Event ID: 0 Date: 5/4/2006 Time: 5:23:24 AM User: N/A Computer: SERVER Description: Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to initialize the fax analysis module for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder)). ---> Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceException: Failed to load users for fax recognition purposes for folder: [CRMServerUrl:'http://192.168.254.X' Folder:'C:\Program Files\Microsoft CRM\Server\bin\fax\incoming'] (System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId)). ---> System.Net.WebException: The request failed with HTTP status 404: Not Found. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.LoadUsers(FaxSinkServiceFolder faxSinkServiceFolder, ArrayList contactInfoArrayList, Guid& setupUserId, Guid& setupUserBusinessId) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.SetupFaxAnalysisModule(FaxSinkServiceFolder faxSinkServiceFolder) at Microsoft.Crm.Tools.FaxConnectorService.FaxSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59230
  - 3
    - Invalid Visibility Modification Access Hi, I have the same problem with CRM3.0, Invalid Visibility Modification Access Error Description: "User does not have access to modify the visibility of this item." Error Number: 0x80040213 This is the scenario: DC and Exchange on the same Server ISA Server 2000 and the CRM3.0 on the same Server. the problem would be the ISA 2000?, I did check the ports and the protocol for the smtp, and it's allowed (25) Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59227
  - 4
    - Count items - show in view Hi, is there a way to display how much objects are in a folder behind the menuitem? An Example: There are 10 Activities associated to an account. Now I want to display these in the left Menu like "Activities (10)" or "Contacts (2)" In Outlook it shows the unread objects in a way I want to. Hope this is possible!! Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59226
  - 5
    - Help with email responses Hi Iâ??m new to Microsoft CRM. There are no books available as far as I know (Dummies book not available until Juneâ?¦) and I was wondering if someone could help me on workflow of, firstly, the marketing section of CRM 3â?¦ This is what Iâ??ve done so far and Iâ??m unsure of how or what to do next.. I purchase 5000 records from a data agency. I manipulate headings etc so to import them into CRM I send 5000 emails and get 950 responses. The data agency sends me an excel document that lists who opened the email, and how many timesâ?¦ It doesnâ??t make much sense to go through each one, find the original lead, and link it somehow to this lead. Can I import these 950 responses and link to or update the original lead in anyway rather than manually? Any help greatly appreciatedâ?¦ al Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59224
  - 6
    - redeploy to parent domain Hi, We have crm 1.2 running in a subdomain with the AD in the parent domain. now we want to move the crm to the parent domain. I'm using the redeployment wizard. When i try to map the users to the same user i get this massage: The specified user was found but the mapping is invalid. The new mapping was not created. I'm installing using another user than the original installation user. Is there no way to work around this? thanx a lot Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59220
  - 7
    - Problem with accessing CRM on Small Business Server Hello, I have an issue with an instance of CRM 3.0 which I am running on a small business server 2003. When I try and access CRM using the web client it times out as it appears the w3svc is down. After I reboot the SBS the service works and I can access CRM for a couple of days before it shuts down again. I have been through the event log to no avail and the service is showing as "started" but all internet access to the server is unavailable. I can access the CRM client from the intranet without any problems and also directly on the server the problem lies with internet access to the box Any help would be appreciated -- Thanks In Advance Stu Grover Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59218
  - 8
    - No automatic selection of telephone number When i go to workplace, and start a new activity, i select a phonecall The defalt remains on outgoing call, and i select a contact to call I checked, this (exisiting)contact has a work phone number. Why do i, after selecting my contact to call, have to fill in a phone number manually, when this number is saved to this contact in CRM already? I expected the CRM system to asdd this contacts number automaticcaly, as soon as i selected the contact... Am i missing somehting obvious? thanks, Kas Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59214
  - 9
    - View Accounts by Team In order to facilitate the needs of a customer, I need to be able to display what accounts belong to which team. Does anyone know if this is at all possible without writing a query to SQL? -- HS Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59213
  - 10
    - Change sorting order behavior for columns with pick list values Please change the behavior for sorting anny view for any entity to the label name instead of the value of the label. as Microsoft CRM 3.0 has a bit strange way of the sorting behavior in views for columns with pick list values When in a view (any view for any entity) When a column is a pick list field When I sort the view on the column which is a pick list field The sorting order is not by label name The sorting order is not by order in the pick list The sorting order appears to be on the value belonging to the label result looks to be un-logical ---------------- 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=0e03b09b-84a4-49ea-b55f-2d236748344a&dg=microsoft.public.crm Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59212
  - 11
    - Default Unit of Measure When creating a new "Existing Product" line on a order, I select a product but its deafult unit of measure is not brought through onto the Order Product New form. Should it be? If not, is there a way to make it happen? Any help would be most appreciated. Thanks - MC Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59211
  - 12
    - No Users Appear in the User Manager Wizard Dear All, We installed Microsoft CRM 3 onto our server pretty much OK eventually (apart from reporting Services failed) but when I go to the User Manager Wizard, I don't see any of our users listed from Active Directory. The organizational unit I entered was: OU=webtechy,DC=internal,DC=webtechy,DC=co,DC=uk But now I'm wondering if I should have selected the folder in Active Directory that hosts all our users (we're using Small Business Server). Our Active Directory structure is as follows: internal.webtechy.co.uk - Builtin - Computers - Domain Controllers - ForeighSecurityPrincipals - MyBusiness -- Computers --- SBSComputers --- SBSServers -- Distribution Groups -- Security Groups -- Users --- SBSUsers (this is where our user accounts reside) - Users - Webtechy (this is what I selected during install) -- Webtechy Any help much appreciated. Regards, Ben. -- Ben Weeks Business & IT Consultant www.webtechy.co.uk T: 08707609367 F: 08701315220 Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59207
  - 13
    - CD for Customizing Report Hi, I want to create customize report in CRM 3.0. My SQL is under Windows 2000 SP4. According to HOL on report, it mentioned about VS.Net 2003. I have installed it, however i did not find the Business Intelligence Project > report project. Which CD should i installed?? Carrie Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59204
  - 14
    - Quick Campaign Error 0x8004032f I created a marketinglist with contacts. All contacts have an e-mail address. At the detailwindow of the marketinglist I press the button create Quick Campaign and i choose the option E-mail via mailmerge. I choose a html template in Word en complete the mailmerge. E-mails are send and tracked in MS CRM at contactlevel. But the quickcampaign stops with the error cannot be completed (Deze/dit Snelle campagne kan niet worden uitgevoerd wegen een fout: 0x8004032f, Neem contact etc. etc.) We are using CRM 3.0 SBE NL with XP SP2 cliÃ«nt with Office 2003. Any ideas about whats going wrong? Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59202
  - 15
    - convert lead to Opportunity Hallo to all, When we open an opportunity it requires to set the Potential Customer for it. This is a look up field and you can choose an Account or a contact. Is there a way that i can choose as a potential customer a lead? I know that the originating lead is set in the administration tab but it is not helpful there. I do not want to convert leads to contacts or accounts and then create the opportunity because we use contacts for non-customer persons, accounts for customers that we already do business with and leads are for potential customers. If there is a way please help! Thank you very much. Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59200
  - 16
    - It should be possible to set the pricelist vaule to a default Unfortunately it is not possible to set any default values for Pricelists for Accounts or any other entities â?? and it is not possible to setup in a Workflow rule. So my sugestion is to make it possible to create a workflow rule which sets the value of the Pricelist to a default (for Accounts and any other entieties) ---------------- 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=66a1afc3-0319-459f-860e-5154b68c4441&dg=microsoft.public.crm Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59199
  - 17
    - Cannot access Settings areas I am using the MS CRM 90 day trial. I have been set up as a System Administrator and a System Customizer. However, the Settings tab does not appear and when I select Settings through the Go To task bar it has no effect. I am accessing through the web, not the Outlook client. -- Briony Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59196
  - 18
    - Adding a bit attribute fails but adding a varchar doesn't Hi to all CRM Dudes and Dudettes, A client of mine has a small problem. They have been adding heaps of bit fields to their account entity and now its generating the general CRM Error Window. At first I thought SQL had reached it's maximum table row size, but we can still add normal varchar fields. I've turned tracing on and the error starts at this line. >EntityService.Create caught exception: System.NullReferenceException: Object reference not set to an instance of an object. Has anyone had similar issues/problems with adding bit fields or fields in general? Any help would be appreciated. Tag: Can you create an Internal Marketing List for CRM Users? Tag: 59181
  - 19
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Hi,

we would like to create and internal marketing list for our CRM users. How
can we do this since there is no option???

Thanks in advance

Kuven

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Re: Can you create an Internal Marketing List for CRM Users? by John

John
Fri May 05 23:32:20 CDT 2006

if you created a contact record for each internal user then you could create
a marketing list with each uers record

=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm

"Kuvenp" <Kuvenp@discussions.microsoft.com> wrote in message
news:06447BC2-E65A-41CC-B0F8-A5DB7C7ECC91@microsoft.com...
> Hi,
>
> we would like to create and internal marketing list for our CRM users. How
> can we do this since there is no option???
>
> Thanks in advance
>
> Kuven

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Re: Can you create an Internal Marketing List for CRM Users? by Kuvenp

Kuvenp
Mon May 08 02:02:02 CDT 2006

Hi, I have done that but this is the problem. When an internal user tracks an
appointment or an email, the activity gets tracked against the contact record
instead of against the user record. the email address cannot then be
resolved.

"John O'Donnell" wrote:

> if you created a contact record for each internal user then you could create
> a marketing list with each uers record
>
>
> =======================
> John O'Donnell
> Microsoft CRM MVP
> http://codegallery.gotdotnet.com/crm
>
>
> "Kuvenp" <Kuvenp@discussions.microsoft.com> wrote in message
> news:06447BC2-E65A-41CC-B0F8-A5DB7C7ECC91@microsoft.com...
> > Hi,
> >
> > we would like to create and internal marketing list for our CRM users. How
> > can we do this since there is no option???
> >
> > Thanks in advance
> >
> > Kuven
>
>
>

Top