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- Previous
  - 1
    - CRM 4.0 Appointments and SMTP Hi We have a scenario where CRM users will use the webclient to book appointments with contacts within CRM. My question is: Can appointment requests be delivered via the outbound SMTP option? Thanks. Lee Tag: CRM desktop client Tag: 97905
  - 2
    - bizuser.srv not supported in CRM 4.0 ? We have an application that gets userauth like this // BizUser proxy object bizUser = new Microsoft.Crm.Platform.Proxy.BizUser(); bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; bizUser.Url = strDir + "BizUser.srf"; userAuth = bizUser.WhoAmI(); but it gives error 404 when connecting to CRM 4.0. I can see that all the .srf files are missing from the mscrmservices directory, what should we use instead to easy get the app running again. Tag: CRM desktop client Tag: 97904
  - 3
    - Dashboard: Tracking customer satisfaction levels Dear Community members, We've got CRM 4.0 running. We'd like to find ways of reporting the quality of customer service levels from our tech support ( i.e. email support). We've been infomed to create a "workflow" process to send out an email survey by email when a case is closed. What I'd like to achieve is a graph on my Dashboard showing the customer service levels by "Very Satisfied, Satisfied, Neutral.." Similar to what is shown on page 3 of the Customer Service - Ms Dynamic PDF brochure. Does anyone else have any ideas? Thanks Steven Tag: CRM desktop client Tag: 97893
  - 4
    - How Should I Send Weekly Email to Cleints? I have 100 Accounts that I would like to send a weekly email to. What's the best way to do this in CRM 3.0? I created marketing list and a quick campaign, but i needed to type the email in each time (no template ability) and then the emails drop into my Activities and I have to send them one at a time. Another way I see is to send a Template email to multiple Accounts but then I have to select the 100 accounts each time (no saved list ability) Am I missing something? How would you do it? I'm using the Web client only. Thanks, StewartA Tag: CRM desktop client Tag: 97888
  - 5
    - IFD install needed help Hi, After facing many errors and difficulties during the CRM 4.0 installation I successfully installed the product. Now I am trying to install CRM as IFD. I want to install IFD without any problems So I have some questions. What is the SDK root domain and web application root domain mean? Is the below config file format is alone enough for IFD installation. Is there anything else i need to look up.?? I went through the MSDN documentation. Can anyone guide tell me how and what configurations i should use to install IFD successfully. <CRMSetup> <Server> <ifdsettings enabled="true"> <internalnetworkaddress>192.168.96.1-255.255.254.0</internalnetworkaddress> <rootdomainscheme>http</rootdomainscheme> <sdkrootdomain>oursubaccountname.domain.com</sdkrootdomain> <webapplicationrootdomain>oursubaccountname.domain.com</webapplicationrootdomain> </ifdsettings> </Server> </CRMSetup> Thanks Karthik Tag: CRM desktop client Tag: 97886
  - 6
    - CRM 4.0 Installation When I start the 4.0 installation Visual C++ runtime is required. I installed but later aborted the installation. When I restarted the installation I continue to getting a message that Visual C++ needs to be installed. I rebooted the server and started over but I continue to get the Visual C++ is required message. Thoughts? Tag: CRM desktop client Tag: 97884
  - 7
    - CRM 4.0 Error with Set Work Hours !! Every time I try to set a new work hours schedule for a user or a resources, I receive an error with no helpful details !! Any idea how can solve this Tag: CRM desktop client Tag: 97879
  - 8
    - Cases email notification Does anybody know the best way to configure 3.0 Cases so that if the original owner/user wants to have an email sent out automatically to another owner/user when its in essence reassigned to them. This would be after the original Case was created and had an account as record on the case. We want it to send an email to the new owner/user using their email address in the User Contact record. Tag: CRM desktop client Tag: 97878
  - 9
    - CRM 4.0 -- New Activity Type? I know the issue of creating new activity types has been dealt with and swatted down regarding CRM <= 3.0, but anybody know if it's finally possible in 4.0? Microsoft, if you're listening, why isn't this happening? I've seen posts requesting the ability to create new Activity types since 1.0...? Thanks! -Gus Tag: CRM desktop client Tag: 97876
  - 10
    - Trying to get CRM Contacts to my Treo without being the Owner Somewhere in Outlook the logic must be to filter non-owned contacts and not bring those into the Contacts folder of Outlook. I have modified the data group for My Contacts to include all active contacts and not just contacts that I'm owner of. I now have all CRM contacts available off-line (because they are now in my local CRM database). However, if Iâ??m not the owner of the contact record, even though my data set brings all Contacts down to my local PC, it seems to be doing the following logic: â?¢ If the Contact record is owned by me then itâ??s going into BOTH the local CRM database and the Outlook Contacts folder â?¢ If the Contact record is NOT owned by me itâ??s only going to the local CRM database. â?¢ Therefore, Iâ??m getting the data local but since some contacts (the ones Iâ??m not owner of) are not going into Outlookâ??s Contacts folder they donâ??t sync to my Treo. Tag: CRM desktop client Tag: 97868
  - 11
    - New info & new download lotttt......... New info & new download lotttt......... "the edges of things are always deceptive. because we are taught to believe in endings and beginnings. but the truth is: There Are No Borders." So starts a beautiful poem on the nature of our interconnectedness. http://bajagu.guys.googlepages.com/www.newinfoproducts.c-o.in Tag: CRM desktop client Tag: 97862
  - 12
    - Remove Picklist values -- CRM 3.0 I am trying to remove two picklist options provided they are not already selected. However, the code below removes the picklist options completely. I found this code on a previous post. I think it was intended to remove one option on one picklist. I need to remove the same two options for each of the 5 picklists I have on the form. I am new to programming and JScript, so I am not sure what I am missing here. I did some research on the SDK as well as other JScript reference sites and tried various modifications, in an attempt to make this work, all without success. oField = crmForm.all.new_fieldname; oField.DataValue if(oField.DataValue != 3); oField.DeleteOption(3); if(oField.DataValue != 4); oField.DeleteOption(4); oField.GetSelectedOption; Any suggestions would be greatly appreciated. Tag: CRM desktop client Tag: 97859
  - 13
    - Associate/Link one Contact with multiple accounts Hello, I want to associate or link a contact with multiple accounts. For some reason I'm drawing a blank on the best way to do that. I want to use relationships, but we want to know the title and other attributes of each contact. I don't think we could do that. When I'm in an account and want to add 2 contacts from 2 different companies under contacts I click "add existing contact" I get this error: "Cannot create relationship because another exists that has a cascading action" Is it saying that I need to change the relationship in customization for this to happen? thank you Tag: CRM desktop client Tag: 97855
  - 14
    - items deleted from queue do not fully delete I am having a problem similar to the one in this thread: http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm&tid=f61deb56-5253-4268-a4f0-a955c824817b&cat=&lang=en&cr=US&sloc=en-us&m=1&p=1 To summarize, I follow these steps: 1. Create a case 2. Assign it to a queue 3. Delete the case The case no longer exists under the customer, but it still appears in the queue. Opening the case from the queue gives an error like this (detailed error reporting is on): incident With Id = f1a16a12-75f7-dc11-9706-5e96a876fbd8 Does Not Exist I did some investiation in SQL Server Profiler and Management Studio and I found the query that should be setting the QueueItem DeletionStateCode to 2, but for some reason the value remains 0 and no writes are shown in the Profiler for the update query. The result of this is that there is junk filling up all my queues that cannot be deleted. Does this seem like a database corruption issue or a CRM bug? Any ideas on what steps I should take to resolve this? Thanks, Mike Tag: CRM desktop client Tag: 97844
  - 15
    - Data Migration Manager apparently does not have correct Mappings for I have been trying unsuccessfully for quite some time to migrate BCM 2007 data to CRM 4.0 via the Data Migration Manager using the existing mapping for BCM 2007. However, once I am in there, I have to re-map all data, and even after that, I am unable to successfully import the data. Has anyone had the same issue, and if so, is there a different mapping I should be using? Thanks. Tag: CRM desktop client Tag: 97842
  - 16
    - CRM4 - No attribute Hi, I have got another "No Attribute" error here and could not understand what is happening to my system. I created 2 custom entities with name field only. Published. Created 2 records for each of the custom entities. Later added 1:N (Parent: Child) relationships between the 2 custom entities. Added Parent Name attribute on the child form. Published. Attempted to update existing child records form field "Parent Name" with existing parent record, got an error "No Attribute". I attempted using "Bulk Edit", from Parent record, add existing child record, editing individual child record 1 by 1, all failed. However, I can use exsiting Parent record to create new child records. I also tested creating a new Parent record and attempt to update the child record with the new Parent record, failed. Any idea? Tag: CRM desktop client Tag: 97836
  - 17
    - Outlook pop-up blocker when trying to open CRM record Hi, I'm using CRM 4.0, Windows Vista, and Office 2007. When using the Outlook Laptop client, I cannot open CRM records and get a message saying that I should add the CRM server to the allowed pop-ups. I tried disabling all IE addins and also most of the Outlook ones and it still doesn't work. Any thouthgs? Tag: CRM desktop client Tag: 97834
  - 18
    - Basics of Customer Relationship Management Have a look at the link on how to deal with customers and your clients: http://www.tech2mgr.com/managerial/customer%20relationship%20management.htm This is a lovely link with articles being updated nearly daily. Found it pretty interesting.... Enjoy Reading........ Thanks, Gungun. Tag: CRM desktop client Tag: 97831
  - 19
    - Reports are not working, error 401 Unauthorized We installed MSCRM 4.0 in one box. Reporting services are installed in another box. When we try to access reports with an MSCRM user using reporting services url (http://<reportservername>/reportserver) all the reports are working fine. But when we try to open the reports from MSCRM window, I am getting 401 unauthorized error. Find the below error details loged in event log Web service request SetParameters to Report Server http://<reportservername>/Reportserver failed. Error: The request failed with HTTP status 401: Unauthorized. Please post your suggestions to close this error. Tag: CRM desktop client Tag: 97830
  - 20
    - CRM4 keeps OL Process open when OL is closed Hi NG, right now we have a problem with the combination MS Win Vista, MS Office Enterprise 2007, CRM 4.0. When MS Outlook 2007 is closed the process outlook.exe won't close since MS CRM 4.0 is installed. This occurs only on MS Win Vista (Business) installation. On MS Win XP it is ok. The Problem is then, that when the OS is turned off the process is killed. At next start of MS Outlook 2007 the file check starts (on an 3 GB file it takes time). I tested the combination no SP1/Hotfix up to Vista SP1, Office SP1 and CRM4.0 Hotfix KB948045. No Messenger or Skype when I tested it. Any suggestions? -- Best regards Christian Strasil-Ertlbauer Tag: CRM desktop client Tag: 97828
  - 21
    - service calendar in MS Dynamics 4.0 Does anyone knows how we can achieve the following requirement with MSCRM 4.0 In the service calendar in MS Dynamics 4.0 you are able to create new appointments and service activities. Appointments and Service Activities which are created will be present in the Service Calendar. To see all details of such a record[Subject(default Value)] you must open it. But by moving your mouse on the concerning appointment or service activity, a text-box-view appears with primary information. With appointments the content of the following fields is displayed: 'show time as', 'subject', 'start time' and 'end time' With service activities the content of the following fields is displayed: 'show time as', 'subject', 'start time' and 'end time' 1. What I would like to know is if there is a way to change/add the fields of which the content is displayed in the mouse-on view? 2. Can I add more fields with the record showing in the Appointments and Service Activities. Tag: CRM desktop client Tag: 97824
  - 22
    - customize the Services entity? Q1. Is it possible to customize the Services entity? For example, to remove the Scheduling section i.e. Default Duration, Start Activities Every, and Beginning At. Q2. Is it possible to customize the Services' Required Resources tab i.e. i don't want to restrict user to add resources under Selection Rules. When we a create a schedule it shouls not ask for service? Service and site should be optional. Service Calendar should automaticallt pick the resources & equipment without service and site? Q3. How we set the Selection Rule Quantity and Selection for all service activity? Tag: CRM desktop client Tag: 97814
  - 23
    - Multiple Default Public Views after upgrade to 4.0 Hello, We just finished our upgrade from 3.0 to 4.0. Everything appears to have upgraded OK, but I noticed right away that the Accounts and Contacts were defaulting to the wrong views: My Active Accounts vs Active Accounts and My Active Contacts vs Active Contacts. I went to the Forms and Views settings and there are two views marked 'Default Public View' for both the Account and Contact entities. When I try to change the Default Public View to anything different, Default Public View will move to whatever view I want, but it also sticks on My Active Accounts too. It seems no matter what I do, there are 2 default public views, and the system is using the one we don't want. Has anyone had this experience and/or can you pass along any ideas for correcting it? Thanks! -- Laura Barber Tag: CRM desktop client Tag: 97813
  - 24
    - New Area created in CRM 3.0 but nav problem I used the sitemap.xml file to successfully create a new area to our test CRM 3.0 environment. I've also successfully created several custom entities that can be accessed from this area. So far, so good. When I relate these custom entities to the Contact entity, for example, I can see these custom entities in the Contact form in the left navigation bar, as expected. *I do not, however, see these custom entities grouped under the Area name, like other entities are.* I see Opportunities and Quotes grouped under Sales and Cases and Contracts grouped under Service. Why are the new custom entities not grouped under my new Area name? Thanks in advance for any help with this! -Erik Tag: CRM desktop client Tag: 97812
  - 25
    - Import of Quotes under CRM4 I am trying to import Quotes into CRM 4 using the import function. How do you set the price list and currency on the import file. I pulled the GUID and set it in the csv file but it still errors out with "not correct format". An example would really be great. Any help would sure be appreciated. Thanks Tag: CRM desktop client Tag: 97806
- Next
  - 1
    - delete busines units Can somebody help me? I know that i can't delete business units.Now, I need to know what else can not be deleted? Tag: CRM desktop client Tag: 97802
  - 2
    - Organization name going from 3.0 to 4.0 We have migrated our internal 3.0 to 4.0 and have probably hit every error that came from 1.x to 3.0 to now 4.0. However, we are not able to get the email router to work. It keeps choking on the proper organization name in the Configuration Wizard for the load data and proper CRM Server name. We have loaded it as it looks in the web browser but do have a question. Our organization name is as follows - and we are being case sensitive. (Xxxxx Xxxxxxx Xxxxxxx, Inc.) that is what we are typing in and it doesn't red flag out. However, when we got to Load Data - it does not show the (.) and no matter which way we slice it - it will not load. We have made sure the users have the boxed checked for use E-mail Router. Tag: CRM desktop client Tag: 97801
  - 3
    - Synchronizing CRM/Outlook when offline Hi, I am a Knowledge Manager, I have all these documents about CRM, and I know pretty much how to spell it, and that's about it. I had some feed back on one of the articles (that I didn't even write) saying that you cannot use CRM offline... I've looked all over the CRM website and from my understanding you sure can. So, my question: Do you need to have a particular version of MS Outlook, MS CRM, or a special type of configuration to have offline (a laptop user, like a sales person, who updates their CRM and they are not connected, the next time they connect it syncs)? Where can I find the particulars, or can someone explain it to me in baby-talk? TIA! Tag: CRM desktop client Tag: 97800
  - 4
    - CRM 4.0 Outlook Settings/Customization In the outlook client, I am missing the Customization option when I go to Settings. I see everything else and I have the proper permissions. I can get to the Customization option through IE with no problems. Any ideas how to get this to show up for me? Thanks in advance! Tag: CRM desktop client Tag: 97797
  - 5
    - Microsoft crm 3.0 installation failed I got the following error when I tried to uninstall the email router. "Action Microsoft.Crm.Setup.Exchange.UninstallServiceAction failed An exception occurred while uninstalling. This exception will be ignored and the uninstall will continue. However, the application might not be fully uninstalled after uninstall is complete. Object reference not set to an instance of an object" So I ignored the error message and uninstalled the email router. Then I tried to install the update version of crm email router which I downloded from following microsoft site. http://www.microsoft.com/downloads/details.aspx?FamilyID=f7656f0f-4195-4a7d-b654-2786787e1422&displaylang=en (http://www.microsoft.com/downloads/details.aspx?FamilyID=f7656f0f-4195-4a7d-b654-2786787e1422&displaylang=en) Now I'm getting the following error message " Action Microsoft.Crm.Setup.Exchange.InstallServiceAction failed. Configuration registry key is invalid" Please help me to solve this problem. Tag: CRM desktop client Tag: 97796
  - 6
    - Microsoft Dynamics CRM 4 for Outlook cannot be installed Upon trying to install the Microsoft Dynamics CRM 4 for outlook plug-in Iâ??m receiving the following error message. "Microsoft Dynamics CRM 4 for Outlook cannot be installed on a computer where Microsoft Exchange Server versions prior to Exchange Server 2007 are installed" I would like to know whether I need to upgrade my Exchange infrastructure to Exchange 2007 to enable the use of Microsoft Dynamics CRM 4 for outlook plug-in, I canâ??t find any documentation stating that Exchange 2007 is a pre-requisite or requirement. Kind Regards Tag: CRM desktop client Tag: 97795
  - 7
    - Invoice Paid State/Status To clarify the documentation: We are setting invoices to Paid Complete when they have been fully paid. We also set them to Paid Partial if they are partially paid. We use the SetStateInvoiceRequest/Respose methods. However, we seem to run into a readonly error if we want to set the partial paid invoice to complete at a later point in time. If an invoice is partially paid, but it will be fully paid later, should we just leave the status at Active? Is there anyway to programmatically remove the readonly and set a paid partial to paid complete? Tag: CRM desktop client Tag: 97793
  - 8
    - adding individual attributes in history view i would like to add custom attributes from phone call in the hitory view, it doesn seem to let me do this. i can only assume its because it shows all types. is there a workaround here. thank you in advance Jonny Tag: CRM desktop client Tag: 97791
  - 9
    - Retrieving login user Role in internet Using xml known functions GetCurrentuserRoles and GetUserRole functions, I am able to get login user role name in intranet. But the same is not working in internet. Can any one help me to slove this. Actually my requirement is to get current login user roles. I am required to display few controls based on the login user role. Tag: CRM desktop client Tag: 97790
  - 10
    - Error:Email message in CRM client for Outlook I have the following error message â??An error occurred promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. Do you want to send the e-mail? If you click Yes, the e-mail will be sent out, but no corresponding activity will be created in Microsoft CRM.â?? In the article ( http://support.microsoft.com/kb/925532/ ) the Microsoft give the solution. I have done every steps described in this article but the error continues. Someone can give another solution? Thanks an advance, Paulo Pina Tag: CRM desktop client Tag: 97786
  - 11
    - Configuring Outlook Client Hello, we would like to change the outlook client settings through the administration side. Ist there a way of centralizing these settings and maybe even a chance to withdraw specific rights from the user (for example the right to sync contacs with outlook). Thanks for any advice. Ralph Tag: CRM desktop client Tag: 97773
  - 12
    - CRM 4 - customize entities error [object expected] Hi, I've got a new install of CRM 4 with all roles on the same box. All installed without error and everything works except when you try and open "customize entities". Nothing happens when you double click an entity or click a menu. When you visit a different section you get an error popup (see below). I've uninstalled, clean databases and folder off server, new server install and reinstalled. Same error? We are in Australia...could it be related to locales? (common issue for Australians). <CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion> <ScriptErrorDetails> <Message>Object expected</Message> <Line>1</Line> <URL>/PCANUSystems/tools/systemcustomization/Entities/entityList.aspx</URL> <PageURL>/PCANUSystems/tools/systemcustomization/Entities/entityList.aspx</PageURL> <Function></Function> <CallStack> </CallStack> </ScriptErrorDetails> <ClientInformation> <BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.0.04506; InfoPath.2; .NET CLR 1.1.4322)</BrowserUserAgent> <BrowserLanguage>en-us</BrowserLanguage> <SystemLanguage>en-au</SystemLanguage> <UserLanguage>en-au</UserLanguage> <ScreenResolution>1280x800</ScreenResolution> <ClientName>Web</ClientName> </ClientInformation> <ServerInformation> <OrgLanguage>1033</OrgLanguage> <OrgCulture>1033</OrgCulture> <UserLanguage>1033</UserLanguage> <UserCulture>1033</UserCulture> <OrgID>{B9782A55-8F97-497B-8D0D-C5CA76D83A75}</OrgID> <UserID>{AE8BB9B4-5DDB-DC11-BA4D-0015600F3859}</UserID> <CRMVersion>4.0.7333.3</CRMVersion> </ServerInformation> </CrmScriptErrorReport> <CrmScriptErrorReport> <ReportVersion>1.0</ReportVersion> <ScriptErrorDetails> <Message>Could not complete the operation due to error 80020101.</Message> <Line>1276</Line> <URL>/PCANUSystems/tools/systemcustomization/Entities/entityList.aspx</URL> <PageURL>/PCANUSystems/tools/systemcustomization/Entities/entityList.aspx</PageURL> <Function>menuItemClick(o)</Function> <CallStack> <Function>menuItemClick(o)</Function> </CallStack> </ScriptErrorDetails> <ClientInformation> <BrowserUserAgent>Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.0.04506; InfoPath.2; .NET CLR 1.1.4322)</BrowserUserAgent> <BrowserLanguage>en-us</BrowserLanguage> <SystemLanguage>en-au</SystemLanguage> <UserLanguage>en-au</UserLanguage> <ScreenResolution>1280x800</ScreenResolution> <ClientName>Web</ClientName> </ClientInformation> <ServerInformation> <OrgLanguage>1033</OrgLanguage> <OrgCulture>1033</OrgCulture> <UserLanguage>1033</UserLanguage> <UserCulture>1033</UserCulture> <OrgID>{B9782A55-8F97-497B-8D0D-C5CA76D83A75}</OrgID> <UserID>{AE8BB9B4-5DDB-DC11-BA4D-0015600F3859}</UserID> <CRMVersion>4.0.7333.3</CRMVersion> </ServerInformation> </CrmScriptErrorReport> Tag: CRM desktop client Tag: 97771
  - 13
    - Update Rollup 3 Fails to Install I just tried to install Update Rollup 3 for CRM 3.0 Server and it fails with a "Setup failed to update the database. Contact Customer Support" This is a very plain vanilla installation on Win2k server with SQL server installed locally. There as been a few mods to the forms that added some DB attributes, but nothing special. This is an Action Pack license so we don't have Customer Support. What should I do? Tag: CRM desktop client Tag: 97766
  - 14
    - Email Merge with Attachments I noticed some post about Email Merge not being able to use attachments in some prior versions. I also noticed it is still not a feature in the new version 4. I have a few questions that I would like answered: 1. Is there a logical reason why this feature is left out without blaming security or spam? I have read all the work arounds by various MVP people and can not envision any end user do it on top of the standard CRM procedure. 2. Does anyone know of an Add-On that acheives this that is based in the US and works with Campaign Activities? 3. Is there a method to acheive the same via workflow (i.e. new email -> update attachment) and only for certain campaigns? Any help is appreciated. -- Eddie H. Solution Developer www.netrithms.com Tag: CRM desktop client Tag: 97761
  - 15
    - Mail-Merge: Better in CRM 4.0 Hello, have a question: Is the Mail-Merge functionality in CRM 4.0 better than in 3.0? The restricted field access for the Mail-Merge in CRM 3.0 is bothering me a lot and I am thinking of updating if 4.0 is better in that area. Any comments? Thank you in advance! Harald Battran Tag: CRM desktop client Tag: 97759
  - 16
    - Help with Account Phone Number mapping Hello, I need some help mapping the related account phone number from a lookup field in a custom entity. The custom entity is a Work Order entity with a mapped lookup field to the customerid field in the case entity. I have tried applying the below code to the OnChange event on the lookup field however I get the following error: "There was an error with this field's customized event: Field: new_accountid Event: OnChange Error: Type mismatch" ---------------------------------------------------- function OnCrmPageLoad() { crmForm.all.new_accountid.attachEvent( "onafterselect" , OnLocationSelected() ); } function OnLocationSelected() { // Get Phone data from lookup view var lookupValues = crmForm.all.new_accountid.items[0].values[1].value; // Populate Phone field crmForm.all.new_accountphone.DataValue = lookupValues; } OnCrmPageLoad(); ---------------------------------------------------------- The lookup field on the Work Order entity is named new_accountid I'm attempting to look up the related account phone number The target field is named new_accountphone Both the Account entity's phone number field and the Work Order's phone number field is an nvachar with a length of 50. I'm also somewhat confused about what the "items[0].values[1]" means. My understanding is the [1] is reffering to the second column in the loolup dialog window. If that is correct then the [1] should be [4] right? I've tried that though and get the same error message. Tag: CRM desktop client Tag: 97758
  - 17
    - Modify GP9-CRM3 Integration Connector Anyone have any docs on modifying the Great Plains Connector for CRM 3.0? There are limited docs in the guide. I have a simple change I need to make to the mapping that will take the qty on hand in GP minus the qty allocated and map it to the qty on hand in CRM (so we can see qty available). We easily did it in the older integration using the BizTalk mapper, but I don't see it. Thanks. Tag: CRM desktop client Tag: 97755
  - 18
    - CRM 4.0 VPC Problem I downloaded CRM 4.0 VPC, extracted them, and I got MSDYCRM40VPC_BASE.vhd. After I create a new virtual machine for this vhd, I got an message "Reboot and Select proper Boot device or Insert Boot Media in selected Boot device" when I clicked Start. So, it have not brought me to WINDOW LOGIN SCREEN. Anyone had this CRM 4.0 VPC worked, please help me how to get it work to get away from a message above. Thanks and Appreciations -Toi Tag: CRM desktop client Tag: 97754
  - 19
    - moving client to marketing list via workflow is this possible, i cant seem to find this? Tag: CRM desktop client Tag: 97746
  - 20
    - Changing Port in CRM 4 Hello, I tried to change to port in our CRM 4 from 5555 to 80. I found a lot of descriptions for that on the web. But these were all for CRM 3. I did as everybody said and changed the registry anyway. The webfrontent worked well, but the emailrouter was not able to catch the data from the CRM (User, Queues, Forwarding email boxes). As soon as I switch back to 5555 everything works fine again. Not worth mentioning that I changed the address in the Email Router Configurations Manager, too! Is there anything else to know about in CRM 4? Thank you! Regards, Uwe Tag: CRM desktop client Tag: 97745
  - 21
    - CRM3 Sharing records We have a problem with some quotes being visible to user B that are owned by user A. At one point user A's accounts were shared with user B to cover for vacation. When user A returned, sharing was removed from the account. Now, some of the quotes are still visible for user B. When going into the account and quotes in question, we see no sharing for user B. I can't tell how we can remove this access without getting down and dirty with the PrincipalObjectAccess table. Thanks for any help. Kent Tag: CRM desktop client Tag: 97744
  - 22
    - Word Templates for CRM Has anyone created any good CRM 4.0 document templates in Word that they can share? -- Darryl - dh@mtccrm.com -www.mtccrm.com - Only Microsoft CRM Tag: CRM desktop client Tag: 97739
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    - MS CRM - not able to run reports Hi, please find below the error description, while trying to run the reports. An error has occurred during report processing. (rsProcessingAborted) Query execution failed for data set 'DsWorkingDataSet'. (rsErrorExecutingCommand) Failed to execute web request for the specified URL. (rsXmlDataProviderError) <?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <soap:Body> <soap:Fault> <faultcode>soap:Server</faultcode> <faultstring>System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> System.Exception: IDBWebservice:GetCRM() - Failed :Arithmetic overflow error for data type tinyint, value = -1. at IDBWebService.IDB.GetCRM(String spname, String status, String fromDate, String toDate, String reportName, String investigators, String owner, String primarySubject, String resolved, String userLocation, String macAddress, String fromIpAddress, String toIpAddress, String netsecSource, Int32 count, Int32& intReturnCode, String& strMessage) in c:\inetpub\wwwroot \idbwebservice\idb.asmx.cs:line 1308 --- End of inner exception stack trace ---</faultstring> <detail /> </soap:Fault> </soap:Body> </ soap:Envelope> Tag: CRM desktop client Tag: 97737
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    - Workflow Error When a case is created I would like an email to be sent with the reference number in it directly to the contact, rather than the account. Whenever I produce this simple workflow and choose "Contact" to recieve the email and start the workflow I get back Error Code 800404cc. back from the Workflow Monitor. Any help would be appricated! Thanks Tag: CRM desktop client Tag: 97736
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    - Workflow to produce task for end of current month I have a workflow that produces a task, i would like to get this task due for the end of the current month. i havent found a way how to do this. does anyone have any ideas on this thank you in advance Jonny Tag: CRM desktop client Tag: 97734

is there any type of visual indication from the CRM 3.0 desktop client that
will notify a user that another user has logged on or has been logged on?
--
life is only like a box of chocolates if you live it with your eyes wide shut

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Re: CRM desktop client by Kamal

Kamal
Tue Mar 25 11:50:06 CDT 2008

not without writing an external tool to do that, i do not think.

--

Kamal Hitari
MBSS, MCNPS, MCTS
2B.net Ltd
http://kamalhitari.blogspot.com

Joe B wrote:
> is there any type of visual indication from the CRM 3.0 desktop client that
> will notify a user that another user has logged on or has been logged on?

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