How customize the toolbar

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- Previous
  - 1
    - Add Custom Field to an Account I am trying to add a custom field to an 'Account' and don't see it appearing after restarting IIS. Here's what I did: Clicked on Goto > Settings > Customization > Customize Entities > Account > Attributes > New (FYI this is a date field called Renewal Date). After saving and publishing, I then restarted IIS on the CRM box, but don;t see the new field in any part of the Account sections. Thoughts? Thanks Tag: How customize the toolbar Tag: 65185
  - 2
    - Openning two crm web pages simultaneously Hi, Our client is using two crm systems for two different companies that they are servicing. They need to be able to switch between screens quickly, since they may receive calls from both companies simultaneously. However, we know that for some reason you can not open two crm web clients simultaneously. Is there a workaround for this issue, so that they can use two web clients on the same PC? Thanks in advance for any help!! Tag: How customize the toolbar Tag: 65184
  - 3
    - CRM Desktop Client Find Error We have CRM Desktop Client Installed and when we try to do a find on any custom fields outlook hangs for 5 minutes then we get an internet explorer script error with it pointing to lookupsingle.aspx if you click ok it then finishes with the search. has anyone ran into this before? if we use the laptop client this does not happen. Thanks Tag: How customize the toolbar Tag: 65183
  - 4
    - Send Email issues in v3.0 Hello. I'm having an issue w/ the Send Email feature in CRM. In particular, if I click Send Email from the toolbar and then click Send again, I'm given an Error and the email doesn't send. It creates the Activity for the email but leaves it as open since it never sent. Has anyone seen this and if so, know how to rectify this issue? -- Thanks. RE Tag: How customize the toolbar Tag: 65182
  - 5
    - Add items to "Account-screen" When you open an account in Microsoft CRM 3.0, a screen appears with all the information about that account. On the left side of the screen there is a menu with options such as "Information", "Contacts", "More Addresses", "Activities" and "History". There is also a menu "Sales" with the options "Opportunities", "Quotes" and so on. I want to created a custom entity called "Visitor Reports". I want this entity visible in the Sales menu of an account (or Contact). Is that possible? Tag: How customize the toolbar Tag: 65178
  - 6
    - How to track email send from out look at MSCRM Can any one help me this. I have send an email from outlook folder. But I am not in a position to track the same in MSCRM. Am I missing any thing? Thanks in advance -- S.Ramachandran Hexaware Chennai India Tag: How customize the toolbar Tag: 65176
  - 7
    - How to bring .rdl files ( customised in .net) in to the MS CRM sys Hi I am very new MSCRM. Can any one help me how to bring the .rdl file from .net to the MS CRM product ? Thanks a lot in advance -- S.Ramachandran Hexaware Chennai India Tag: How customize the toolbar Tag: 65175
  - 8
    - Campaigns I want to send an email to every person in my contacts and be able to track the responses. I see how I can set up a quick campaign and sent an email to myself but I thought there would be some options for me, as a recipient, to opt out of receiving these emails. I also thought that there would be a more automated response format. Furthermore, when I replied from the email I sent myself and came into work and clicked track in CRM there still shows no response to the campaign. What am I doing wrong? There is very little clear information regarding how to actually do this from start to finish and it is not very intuitive in my opinion. ---------------- 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=de43f8e4-fa34-403d-aad0-ef4ffdc245bd&dg=microsoft.public.crm Tag: How customize the toolbar Tag: 65173
  - 9
    - Role Access issue with CRM 1.2 I have a cutstom role in CRM 1.2 that has Organization level rights to Create, Read, & Write contact records. The Problem is that a user assigned this role cannot edit all contact records in the system. I should also say that our current setup of CRM has only one business unit so that is not the issue. With this role users can get to some records not created be them but not all are editable as they should be. Tag: How customize the toolbar Tag: 65171
  - 10
    - Impossible add user, authentication error!!! Good morning all, I've just setup microsoft crm 3.0. When I attempt to add a user, I receive an error "Impossible add user through wizard contact support" how I can resolve? Thanks. Tag: How customize the toolbar Tag: 65169
  - 11
    - Knowledge Base in CRM 3.0 Hi, In MSFT CRM, is it possible to set some approval rule before the article being published? Let say user A create the article and submit it. Once it's being submitted, there is a group of people who can review this article. Then this group of people can approve/reject it. Is it possible? I did not see the WF associated with article/KB. Another problem that i face, after i publish the article, when i browse to KB> search and choose full text search, keyword search, title search for the article that i just created, i could not find the article at all. I can find my solution if i use the subject browse. Is it a bug? Thx Carrie Tag: How customize the toolbar Tag: 65168
  - 12
    - Tracking salespersons activity Hi, can someone give me a hint how to count the number of calls and emails sent and received by salespersons in CRM ? My objective is to track the activity of salespersons. What is the best approach and if someone has already a finger in this could he help? Thanks pals Tag: How customize the toolbar Tag: 65164
  - 13
    - Budget Approval Hi, For budget approval in marketing automation, how does it work? Suppose in order to approve the budget, there are some levels that need to approve first before passing to higher level. How can CRM accomodate this? Thx Carrie Tag: How customize the toolbar Tag: 65163
  - 14
    - Launching Form from another Form Hi guys, I am sure there are a few ways, but what is the preferred way to launch a Form from another? When my user saves a new Case, I want to pop up the Contact form. -Ernst Tag: How customize the toolbar Tag: 65161
  - 15
    - Email activities should not be closed when received in CRM Hi Mister Microsoft, I think the "this is by design" way to go with the emails being automatically put on the "closed" status when received in CRM through the Exchange Router is not the good approach and I'll explain why: - Most of our clients want to be able to quantify the amount of work done on a particular category for emails, tasks, phone calls, etc. - These clients are HR services in very big institutions and this kind of "quantify" information is very important for them - Actually, when somenone sends an email to a Microsoft CRM user, this email goes through the Exchange Router and arrives in CRM: good; but the main problem is that since this email is not categorized, the person who takes care of it has to categorize it after it has been received! And he/she can't! I think emails should be on "open" status since they receive it and they have to treat it and then, once the action is complete, close it! Why don't the developers at Microsoft do something like this: When an emails gets into CRM, put it on "open" status but disable the following fields: subject & description Hope this suggestion will help someone else... feel free to vote for it because I (and all our clients) think it is something very important. Olivier ---------------- 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=7c092e58-e15c-4bd3-a782-68eedb7425e8&dg=microsoft.public.crm Tag: How customize the toolbar Tag: 65158
  - 16
    - Email Templates should have option for attachments There should be an option to attach a file (or files) to a template email. Many of my clients want to use bulk email not just for marketing activities but for things like RFPs, questionaires, newsletters, etc. I understand that this could cause issues by attaching a large file to thousands of email activities, but the option would be nice. Thanks -- Nick ---------------- 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=1ba85a0b-0e36-487e-b040-731a48525f15&dg=microsoft.public.crm Tag: How customize the toolbar Tag: 65148
  - 17
    - CRM speed enhancement!! Hi all, I thought I would share our finding. By increasing the size of the IIS cache you can gain massive improvement in the CRM load time. Due to the massive improvements we have got, we are in the process of implementing at all of our client sites. To do this you will need to add a registry entry into the following location: HKEY_Local_Machine\System\CurrentControlSet\Services\InetInfo\Parameters Type: DWORD Name: MemCacheSize Value: 5000000 I hope this helps anyone with this issue. Regards, Nathan Warner Tag: How customize the toolbar Tag: 65146
  - 18
    - Hiding Attributes Hi CRMers, How do I hide or make an attibute invisible? Thanks, Dixon Tag: How customize the toolbar Tag: 65145
  - 19
    - Hiding contacts Is it possible to hide certain contacts from users? I have tried sharing contacts and assigning permissions to specific users but they still appear under everyone's workplace. Thanks. Tag: How customize the toolbar Tag: 65143
  - 20
    - How to close a lead Is there a way to close a lead if it's not qualified? I know you can do this for an opportunity though. Thanks Tag: How customize the toolbar Tag: 65142
  - 21
    - Import Old E-mails into CRM Is there a way to import Outlook e-mails into a CRM lead/opportunity? Tag: How customize the toolbar Tag: 65141
  - 22
    - Install CRM 3.0 Professional on SBS 2003 I know that CRM 3.0 SBE can only be installed on a SBS 2003 premium edition. But does anybody know if we can install CRM 3.0 Professional on a SBS 2003 Premium? I do not see any reason why it would not work, but I prefer to check first. Thanks! Olivier De Wulf IPSOFACTO IT Services Tag: How customize the toolbar Tag: 65140
  - 23
    - How To Add Streaming Video to your web-page Adding Streaming video to your web-page is as simple as a few clicks of the mouse with this amazing tool. http://www.ebvalues.com Tag: How customize the toolbar Tag: 65137
  - 24
    - Subreports don't display in CRM report viewer I have a report that displays a series of subreports. This works fine when I deploy it manually but when I deploy it through CRM none of the subreports are uploaded, therefore they don't display. This is true of an image on the report as well. IF I look at the catalog in the ReportServer database I can see that the manually deployed report is accompanied by the graphic and the subreports in the Catalog table. The additional items are all marked as hiden=true as expected. However when I look at the same report deployed via CRM there is only a record in this table for the report itself and no hidden entries for any of the referenced subreports and graphic. How should I do this - is there a workaround (such as deploying the same report manually into the CRM reports catalog), or am I just doing it wrong? regards, Paul. Tag: How customize the toolbar Tag: 65136
  - 25
    - Outlook out of office 1. anybody know how to get the out of the office to delay the workflow timers ? 2. Possibly move the system logical manager (during leave period) to another person? Regards -- Warren O Tag: How customize the toolbar Tag: 65133
- Next
  - 1
    - Custom view creation and mass deployment Hi, Is there no way to mass deploy a "my view" created in Advanced find? Regards -- Warren O Tag: How customize the toolbar Tag: 65129
  - 2
    - Emails Not Showing Up If we send emails from within CRM (and they send fine), shouldn't their replies show up in CRM as well? Ours don't. Any ideas? Thanks Tag: How customize the toolbar Tag: 65128
  - 3
    - Startup Error with the CRM 3.0 Outlook Client For the past two days, my CRM users are getting an error when they first try to access CRM from Outlook. The error says -- An error has occurred. For more information, contact your system administrator. After restarting Outlook twice, they are able to use CRM without issue. Does anyone know why this error is happening and how I can fix it? Tag: How customize the toolbar Tag: 65126
  - 4
    - Check Box Creates Null value I have a number of check boxes on a form for which the attributes' default value is no (a value of 0). When the record is created, all check boxes are empty. If the user checks it, the answer is yes (a value of 1). HOWEVER the database value is NULL if I never check the box. The only way I can get a value of 0 is if I check and un-check the box. This problem does not surface if my form is formatted using two radio buttons. This makes the advanced find ineffective. Does anybody have any suggestions that would allow me to keep the more eye friendly check boxes over the radio buttons? Tag: How customize the toolbar Tag: 65125
  - 5
    - Accounts Corrupt I have two accounts with 100+ contacts. The Activities, History, Opportunities, Quotes, Orders, Invoices, Cases, and Contracts links are all generating excpetion errors when accessed. I tried merging the records with new ones. The new records exhibited the same problems, while the old records' are free of error. Is there a limit to the number of records that can be associated with an account? Tag: How customize the toolbar Tag: 65121
  - 6
    - Adding Google Map to CRM iFrame (plus dynamic content to URL) Here's a URL for google maps: http://www.google.ca/maps?f=q&hl=en&q= If I were to enter: http://www.google.ca/maps?f=q&hl=en&q= radio beacon inc. loc: toronto It would return the company Radio Beacon Inc. located in Toronto. I can dump this into an iFrame URL but I don't want it to be hardcoded. I would like to pass the Account Name the URL. I've seen some posts but I have not been able to make it work. I hope Michael HÃ¶hne is out there to help me too :) From OnLoad on my Account Form I have added this code: crmForm.all.IFRAME_AccountMap.src = http://www.google.ca/maps?f=q&hl=en&q= + crmForm.all.name.DataValue; AccountMap is my iFrame name is Account Name What I've noticed is that my form doesn't seem to push this data... It's acting as if it only reads what ever I enter in the URL field of the iFrame. So, what I'd like is some code that will dynamically pull the Account Name and fill it in my URL where I need it. After that I might like to add more, such as City. Any help would be excellent! Eric Tag: How customize the toolbar Tag: 65119
  - 7
    - Creating New Activity Code I am trying to add a new activity code eg. quote given and I am having no luck. Does any one have step by step instructions to create this type, and then have as a choice on a new activity either from an account or contact? Thank you!!!!! Tag: How customize the toolbar Tag: 65118
  - 8
    - CRM to Excel basics CRM 3.0 and SQL 2005 server are running in the same machine at an active domain different than the active domain from which i'm connecting to the CRM through my client computer. Both computers are in the same private network though. When attempting to export data to a dynamic table i get a failed login error: 18452 saying the user is not a trusted connection. Then it allows me to change the user and password to reattempt the connection, i try the system administrator SQL account (sa) with it's password and the error goes away, however no data is brought from the CRM. All in all, i'm sure i'm missing steps into configuring the client machine and the CRM server so i can export dynamic tables from the CRM. My question is: What are the steps necessary to configure the CRM - Excel dynamic table integration from a client computer in the same network but different domain than the CRM/SQL server. Tahnk you! Tag: How customize the toolbar Tag: 65117
  - 9
    - Options missing after install Outlook client tools I am using CRM 3. I am a backup admin and after installing the Outlook tools for CRM on my machine the settings option to the bottom left is gone so I can't change any of the settings and also the calendar option is gone from the upper left side of the screen. If I login as myself on another machine that I didn't install disc 2 on they reappear. What is going on here? Tag: How customize the toolbar Tag: 65116
  - 10
    - 401.1 errors At first, only users who were members of the Domain Admin group could access the CRM server. After a reboot of workstations and server, now no one can connect. Whenever I attempt to connect to CRM, I am asked for my login information (three time) and then I receive a 401.1 error. I have seen other messages on the boards with similar problems, but none seemed to help. If anyone can give offer guidance, it would be appreciated. Thank you Berk Tag: How customize the toolbar Tag: 65114
  - 11
    - Assign Case Owner as Logical Owner of Account set in Case Is this possible? Sounds simple enough but what im trying to do is when a case is created I want the workflow rule to auto assign the owner of the case to be the owner of the account (selected on the case form through lookup). Is this possible, the only thing workflow (i can find) to set owner to is a static not dynamic or logical... Help pls Tag: How customize the toolbar Tag: 65111
  - 12
    - Access Denied 401 Greetings, I am new to CRM and to IIS. CRM 1.2 on SBS 2003. Originally installed 18 months ago but not used. I logged into the server and selected the CRM link in SharePoint. I was immediately logged on as the CRM administrator. I opened a web page and typed: http://crm I was prompted for a Login. I entered Username and Password of a licensed user and I received: ****You are not authorized to view this page**** You do not have permission to view this directory or page using the credentials that you supplied because your Web browser is sending a WWW-Authenticate header field that the Web server is not configured to accept. In fact all of my users are receiving this message. IIS is running. The CRM name is shown in DNS. What am I missing? Tag: How customize the toolbar Tag: 65110
  - 13
    - How to create 'Business trip' custom entity? Im novice in MSDynCRM 3 I Need create 'Business trip' object and assign to them systemuser reference who move Business trip, but I can't add field or relation for creating this one. Can somebody help me? Thanks Tag: How customize the toolbar Tag: 65109
  - 14
    - CRM3.0 Integration Connector with GP Hello All, Does anyone know if there is an automatic way of producing XSD schemas for CRM 3.0 that is acceptable for the Integration server for CRM 3.0? The documentation says that it has to be in the 1.2 format for the integration to work properly, and has to use the namespace: "http://www.microsoft.com/mbs/crm/schemas/2004". The same documentation directs you to a URL to get the standard XSD schemas for CRM 1.2 but they actually have another namespace in them. It goes on to say that when adding new attributes to the CRM entities, that you add the new attributes to the XSD manually. It appears that you have to do a lot of manual XML authoring. That seems very error prone. Does anyone have any suggestions? Also does anyone know if any other resources for information on the CRM 3.0 Integration with GP? It appears that the only information available is the Connector Guide, but it's very vague in many places. Thank you ahead of time for any help you can offer. David B. Tag: How customize the toolbar Tag: 65108
  - 15
    - Latest Greatest Version I have two versions from my action pak 1.2 and 3.0 small biz edition? Are they both current? Thank you Jonathan Tag: How customize the toolbar Tag: 65107
  - 16
    - error value E-Mail from Workflow rules Hi, When the client receive a E-Mail from the workflow rules, the name in the message is not correct. It's replaced by this: Dear {5892134A-3E10-DB11-8C02-000A5E073027}, Could you help me? Sorry for my english Tag: How customize the toolbar Tag: 65105
  - 17
    - Phone List in activities view Hi I can't seem to work out how to show the phone number, company, and contact in the activities view when looking at phoen activities...surely this is possible! I'd be grateful if somebody tell me how please...in a non programming way? Thank you in advance al Tag: How customize the toolbar Tag: 65102
  - 18
    - Upgrade Advisor 1.2 to 3.0 fails, schemaname invalid We are in process to upgrade a customer installation from 1.2 to 3.0. The customer has himself done few adoptions in 1.2 and created additional attributes to the entity account. The problem is one of these attributes which contains a "Umlaut" (Ã?) which is a German alphabet and this seems to be causing the problem in the Upgrade advisory. We are halted by this problem and need to find a work-around to this. Any one had the same problem? any idea how we can work around this issue? Is this a known problem? The customer databse need to be migrated from 1.2 to 3.0 Regards Max Tag: How customize the toolbar Tag: 65098
  - 19
    - E-mail through CRM should include spell check Our users generally have spell check turned on for e-mails sent through Outlook. It would be nice if this option were also available when sending e-mails through CRM. ---------------- 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=365ed79e-6b3f-4447-a299-d44ceca339f3&dg=microsoft.public.crm Tag: How customize the toolbar Tag: 65097
  - 20
    - Anyone running SQL 2005 Worgroup Edition with CRM 3.0 Hello, All! Anyone running SQL 2005 Worgroup Edition with CRM 3.0? We've done a few installation with SQL2005 Std and Enterprise and they went ok, but I did an installation against a Workgroup Edition yesterday and when I try to run reports I get the following big ugly error: "report history snapshot is not supported on this version of reporting services" Anyone see that before? I haven't come across any documentation saying that Worgroup won't work. More background, CRM and SQL on the same box, Windows 2003 SBS R2. With best regards, Achill. E-mail: achill@community.nospam Tag: How customize the toolbar Tag: 65096
  - 21
    - Strange problem I keep getting "System.Net.WebException: The request failed with HTTP status 401: Unauthorized" when I try to access Reports and Organizational Unit Settings from Web client. When I access these features from browser installed on CRM server everything works fine, but when I try same features on any other browser this error pops up. What can be wrong? Tag: How customize the toolbar Tag: 65095
  - 22
    - CRM 3.0 Slow Performance Hi, I have been getting negative feedback from all users in our office regarding CRM3 slow response and people are going to give up using it. I need to give a solution to the team and wondering if anyone could help? We are running on SBServer2003 network and have CRM3 installed on a seperate 2003 Windows Server with SQL2000 Server installed. The CRM server is Xeon Dual 2.8Ghz, with 2GB ram, Raid 10 SCSI HDD and only have CRM running. I don't know where to start to find out why it is slow... any suggestion? If upgrading the hardware would help, we will do it, but I doubt this will help as we checked the CPU usage, Ram usage, and network usage, they all have plenty of rooms to move. Please anyone any suggestion? Sindy Tag: How customize the toolbar Tag: 65092
  - 23
    - Differentiate between "Edit"- and "New" state Hi guys, Is there any way for me to distinguish between "edit"- and "add" state? I need my Case-form to render differently, depending on whether the case is a New one being added, or an Existing one being edited. Thanks in advance! -Ernst Tag: How customize the toolbar Tag: 65081
  - 24
    - my IFRAME opens new IE windows! Hi, I want to display a page (ASP.Net) in an IFRAME but if I click on links on the page, a new IE window opens.!!! How can I stop this? I want that the user navigates on the same page to other links. Thanks for all possible helps. Tag: How customize the toolbar Tag: 65080
  - 25
    - Custom Entity and its Relationship Hi NG, Got a question and would appreciate anyone's help. Can a Custom Entity "Hardware Issues" have a parent or child relationship to itself? i.e., "Hardware Issues" to be a parent or child to "Hardware Issues". Many thanks in advance. Regards, Dixon Tag: How customize the toolbar Tag: 65079

In the web client for CRM 3.0, how do I customize the primary headers in the
toolbar so I can sort more columns? (e.g. Account Name, Primary Contact, Main
Phone, etc.)

Thanks

Top

Re: How customize the toolbar by John

John
Wed Jul 26 23:17:33 CDT 2006

go to settings customizaiton, customize the appropriate entity and modify
the views to add columns

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

"circulent" <circulent@discussions.microsoft.com> wrote in message
news:27C9525F-FEA2-4753-A9A7-47ABA71384B5@microsoft.com...
> In the web client for CRM 3.0, how do I customize the primary headers in
> the
> toolbar so I can sort more columns? (e.g. Account Name, Primary Contact,
> Main
> Phone, etc.)
>
> Thanks

Top