How to display a Custom Entity

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  - 1
    - Adding deposit to Subtotal??? Recently posted a transaction for a customer in GP 8.0. The customer's balance on their Card ADDED the deposit to the subtotal on the invoice. So instead of showing the correct A/R of $200, it shows they owe $400. The invoice was for $300 with a $100 deposit. (Don't worry, we didnt' enter a negative deposit. If that's possible anyways). The actual invoice and distribution accts are correct as is the G/L. The problem only shows in the Customer's card and the A/R Trial Balance. Any help is appreciated. Thanks so much! Tag: How to display a Custom Entity Tag: 75035
  - 2
    - GP 8.0 budget ID setup window I'm attempting to create a dedicated PO for a Back Ordered item. (We're basically rearranging our entire process for order entry/ processing/ invoicing because our inventory couldn't be more incorrect and continues to get worse). The PO is created and saved. When I go into Purchase Order Entry Window and attempt to view/ re-save the document, it gives me the message. "There is no budget ID setup for this fiscal period. Please assign a budget ID using the PO Enhancements Setup Window." We don't need to budget for this item and we haven't set up any budgeting for GP. We don't manfacture it and we are basically a resaler of the item. We just need it to go into inventory, fullfill the order, and go back out through COGS. I've read the manuals and looked in the help windows but it hasn't been very helpful. I work on the SOP side of things and don't usually touch the inventory piece so I'm kinda new. Any insight is greatly appreciated Tag: How to display a Custom Entity Tag: 75033
  - 3
    - Goldmine To CRM 3.0 Migration w/ Scribe missed active accounts? I went through all the steps for the migration from Goldmine 6.5 Corporate to CRM 3.0 Pro. Got most of the accounts moved over, but for some weird reason, i dont see any of our active accounts?? The entire migration took more than 12 hours, so i assumed it was working well.... oops Is there something i missed? or did i just screw up big time?? Rodney P.S. Please let me know if you prefer that i dont cross post between the 2 NG's. Some groups prefer it, some dont... P.S.S Thanks again for everyones help here... i am so glad i found these groups. 2 Weeks ago they were not available on my ISP rhall;at;salient;dot;com Tag: How to display a Custom Entity Tag: 75029
  - 4
    - address2_address_type_code In CRM 1.2 I used the address2_address_type_code for a custom drop-down box on the Account Form: Market Segment. Since upgrading to CRM 3.0, while the data still appears on the form, I cannot find the field in the database to use it for data selection in reports. Where is this field? It is not in the Account table. Thanks, Boolean1 Tag: How to display a Custom Entity Tag: 75028
  - 5
    - CRM can not Receive Mail Any suggestion abiut below error? i had to try Article ID : 908390 MSCRMExRouterService Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: ?°e?l½c: crmmail ¤¤ªº?l¥ó: RE: Read: CRM:00040818 RE: test aries 12:24pm ¤§«eªº ??¥¢? (System.Web.Services.Protocols.SoapException: Server was unable to process request. 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.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message))¡C ---> System.Web.Services.Protocols.SoapException: Server was unable to process request. 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.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) --- ¤º³¡¨Ò¥~°ïÅ|°lÂÜªºµ²§À --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) ½Ð¦b http://go.microsoft.com/fwlink/events.asp ¬d¬Ý»¡©ú Tag: How to display a Custom Entity Tag: 75025
  - 6
    - Customised webpage I kept a toolbar button named "look up" in sales->opportunity . Onclick of that button,I need to pop up a Dialog same as LookupRecords [-custom Webpage dialog] with the potential customer addresses in the grid oflookup records .On selecting one record in the grid and clicking Ok,The address must be transfered to tab in opportunity page. Tag: How to display a Custom Entity Tag: 75023
  - 7
    - Mannually removing CRM Sales for Outlook We use windows Profiles, and have encountered the following problem with CRM Sales for Outlook. We've a user who had CRM sales for outlook installed on their system. They then left the company and returned a bit later. During the interval, we removed CRM sales for Outlook from all our systems. When this person returned they were given a new PC. Now everytime they start up Outlook, they receive the following error: "ActiveX component can't create object: "crmaddin.UIUtil" Line No:2. I've re-installed the product and de-installed it to no avail. There is no crmaddin listed in the com-addins under Outlook, and I've removed two registery entries from their system which refer to CRM. Anyone any ideas whatelse I can do, or know how to manually strip off Sales for Outlook. from a system. The version that was orgionally installed was 1.2 - the version of Outlook is 2003. Thanks for any help anyone can give. Tag: How to display a Custom Entity Tag: 75021
  - 8
    - required fund for rural dfevelopment project in IT sector hello sir/madam, i'm Agilan from chennai,India...i have done my MBA and MSc HRD psychology from recognised university..i previously worked for an organisation Drishtee dot com ltd as Training manager...now i want to spend my time for rural development in Indiaand to help the people affected in tsunami..people living in rural area were not aware of Computer and its uses so i have planned to create awareness among them..for this project i need some financial support to do this project... my contact number is +91-9840299477 my account number is 53010274868 so if anyone can help to do this service to the rural people for the welfare or can any one can guide me for the further process i will be thankful to them.. wt regards Agilan Tag: How to display a Custom Entity Tag: 75012
  - 9
    - CRM REPORTS Hi everyone. I've created reports using Reporting Services. I then imported these reports into CRM as part of a CRM development for a client. The client accesses our CRM website through the internet, using an ip address. They are then prompted for their credentials, which they then enter. They can successfully enter CRM, but cannot access our custom reports, however, they can access the standard CRM reports. I've successfully accessed CRM and the reports via the internet, using their credentials. Basically, I can access everything from my side, but they can only access CRM and not the (custom) reports from their side. What could the problem be? Your help will be highly appreciated. Thank you. -- Regards, Tag: How to display a Custom Entity Tag: 75008
  - 10
    - XML files on local profile, usage? possible to move to differnt path? Hi there, we have found some XML files on desktops running online/offline outlook client, we want to know what they are being used for and whether we can change the path for storing these files. The size of these files varies depending on the size of data base and the issue is that some of our client have strict profile limit for the user. Having these files by default in the user profile is not idea for us and if possible want to change the location of these files. The location of these files are as shown below. Does anyone know what they are being used for and how to change the location for these files. e.g. C:\Documents and Settings\username\Application Data\Microsoft\MSCRM\ABP\Online accounts.xml contacts.xml equipment.xml leads.xml queues.xml users.xml e.g. C:\Documents and Settings\username\Application Data\Microsoft\MSCRM\ABP\Offline accounts.xml contacts.xml equipment.xml leads.xml queues.xml users.xml cheers Kyaw Tag: How to display a Custom Entity Tag: 75001
  - 11
    - Re: V3C version number doesn't increment? "Steve Yates" <steve@teamITS.com> wrote in message news:... > After installing the V3c client on top of my existing 3.0 client, I > noticed that the CRM/Help/About version number still shows "3.0.5300.0." > Should this have changed? I guess to be fair I should note that the first thing I did was follow the instructions to run "msiexec /a lightclient.msi" to do an administrative install, but it installed it locally to my computer as an upgrade. I then reran setup and did a "repair" install. - Steve Yates - ITS, Inc. - STICK \'stik\ n. 1: A boomerang that doesn't work. ~ Taglines by Taglinator - www.srtware.com ~ Tag: How to display a Custom Entity Tag: 74989
  - 12
    - V3C version number doesn't increment? After installing the V3c client on top of my existing 3.0 client, I noticed that the CRM/Help/About version number still shows "3.0.5300.0." Should this have changed? - Steve Yates - ITS, Inc. - The early bird may get the worm, but the second mouse gets the cheese. ~ Taglines by Taglinator - www.srtware.com ~ Tag: How to display a Custom Entity Tag: 74988
  - 13
    - Non Domain Users in CRM?? Is it possible to have non domain users in CRM? The reason i ask, is because we just went to an Active Directory Domain last March, and made the change from Novell and Lotus Notes, to AD and Exchange. I have allot of users who arent actually using the domain, and log into thier local machine. they have accounts in the AD for Exchange, and other stuff, but they will not want to be forced over to the daomain for this program.... any ideas? Rodney Tag: How to display a Custom Entity Tag: 74981
  - 14
    - CRM Administator Position for rapidly growing Medical company: Kansas City If interested, please let me know: rbecker@enturia.com If this is not an appropriate posting for this group, I apologize. Tag: How to display a Custom Entity Tag: 74980
  - 15
    - Change Info in a Menu Hello, When you open a case under Services and want to reassign an owner, you get a pop up menu saying: - Route Case - Assign to another user or queue I want to only give the option "Assign to another user or queue" How can I disable the visability of Route case? Thank you in advance for any thoughts. Tag: How to display a Custom Entity Tag: 74975
  - 16
    - Problems installing the Outlook Client I am trying to install the outlook client on a terminal server and it keeps telling me "the logged in user is not a domain user". I can access the web client but cannot install the Outlook Client. The terminal server is on a separate domain with trusts setup. I don't understand why I would be able to access the web client but not install the Outlook client. Please help! Tag: How to display a Custom Entity Tag: 74974
  - 17
    - Word 2007 doc , upload problem in CRM Hi, I was trying to upload the word 2007 doc in Account with size only 10 KB and was getting error. There is no problem when you zip the word2007 doc. The error was like : "File upload filure ......". If i convert the word 2007 to office 97 or 2003 doc , i dont get any problem while attaching a document to Account . anyone having same problem? regards Aami Tag: How to display a Custom Entity Tag: 74973
  - 18
    - to filter lookup to show accounts according to the roll of the use Se me estÃ¡ produciendo un error forzado, me explico: Estamos en el caso de que un usuario puede ver todas las cuentas de su empresa, y escribir sobre ellas, pero no puede crear entidades adjuntas es decir ni oportunidades, ni actividades sobre estas cuentas, por no ser ni propietario ni tenerla compartida. A la hora de abrir una oportunidad nueva y seleccionar (lookup) la cuenta muestra todas las cuentas ( no se si por que tiene permisos para leer o es siempre), seleccionamos una que no es propietario ni la tiene compartida y al guardar la oprtunidad da error de permisos. Como puedo solucionarlo? -- Un saludo y gracias por vuestra colaboraciÃ³n ---------------- 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=0193b196-a59e-4d28-a2e4-45700b672053&dg=microsoft.public.crm Tag: How to display a Custom Entity Tag: 74962
  - 19
    - Webservice Fetch Error in Form_Onload Hi , I have try this fetch xml in other program , it works fine. and I have try Retrieve with this mothed , it works fine. But when I run this code with Fetch, I get error message:Soap : ClientServer was unable to process request, 0X80040216 , An unexpected error occurred. Platform. My code is below var sXml = ""; var oXmlHttp = new ActiveXObject("Msxml2.XMLHTTP"); var serverurl = "http://elynx1:5555"; var sFetchXml="<fetch mapping='logical'><entity name='contract'><all-attributes/></entity></fetch>" //set up the SOAP message sXml += "<?xml version=\"1.0\" encoding=\"utf-8\" ?>"; sXml += "<soap:Envelope xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\">"; sXml += "<soap:Header/>"; sXml += "<soap:Body>"; sXml += "<fetchXml xmlns=\"http://schemas.microsoft.com/crm/2006/WebServices\">" + sFetchXml + "</fetchXml >"; sXml += "</soap:Body>"; sXml += "</soap:Envelope>"; // send the message to the CRM Web service oXmlHttp.Open("POST", serverurl + "/MsCrmServices/2006/CrmService.asmx",false); oXmlHttp.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2006/WebServices/Fetch"); oXmlHttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8"); oXmlHttp.setRequestHeader("Content-Length", sXml.length); oXmlHttp.send(sXml); // retrieve response and find attribute value var result = oXmlHttp.responseXML; alert(result.text); -- Gordon Tag: How to display a Custom Entity Tag: 74952
  - 20
    - ACT! data migration problems We are using Scribe and their ACT! template to migrate data into MSCRM. We are doing something wrong, because each contact record is creating a new account record, instead of the contacts from the same company being added to a single account record. I would like to be in contact with someone who has done this migration successfully in order to find out what we are doing wrong. If you can give any help, please post some contact information or email me at "rick at cimbrian.com". Thanks, -Rick Tag: How to display a Custom Entity Tag: 74947
  - 21
    - Emails in system mailbox, not in queue Hi There, I have set up a queue for a support team and deployed a rule for it through the rule deployment wizard. Emails sent to the support address are arriving in the mailbox in exchange, but there are no copies of the emails in the queue. What I have done so far: - Support account and email already existed in AD, set SELF to have full rights and Associated External Account - Added CRM server and Exchange server and granted full mailbox access. - Ensured CRM system mailbox is in PrivUserGroup as well as crm and exchange server - Created support queue in crm with support email address, me as owner and parent business unit. - Ran rule deployment wizard using crm system email address used to install the exchange router, and deployed rule to the support account. Sent emails to support email address, they arrive in the exchange mailbox but do not arrive in the support queue. There are no errors in the event viewer. Any ideas on what could be the cause of the problem? Getting a lot of pressure to have this resolved asap, so any help would be greatly appreciated. Thanks, Chris Tag: How to display a Custom Entity Tag: 74935
  - 22
    - Is ACT! 2007 really THIS bad? Cnet rating is Abysmal 1.4 out of 10 for user reviews. Average of 1.5 stars from Amazon.com with review titles like... "Act 2007-Run For your life" "A Support Nightmare!" and "25 hours of problems later...I give up!" I sent some of this stuff to the consultant we were talking to about upgrading and he sent us this.. "Unfortunately, we have become aware of some very unethical tactics of some of the major competitors of ACT (namely Goldmine and salesforce.com) that use many of their partners to actually post review after review that are negative...to the point where that's all you see. They don't (can't) screen out the fake postings of competitors from real users-and the sheer passion of the competitors to bury any real postings make any real research by reading user reviews to be extremely faulty. Here are some reviews from more reputable sources: http://www.vnunet.com:80/personal-computer-world/software/2170933/review-sage-act-2007-crm http://www.pcmag.com/article2/0,1759,1902782,00.asp http://www.eweek.com/article2/0,1759,2042455,00.asp http://www.smallbusinesscomputing.com/biztools/article.php/3640611 http://www.tmcnet.com/news/2006/11/06/2050687.htm Additionally, if you'd like to speak to some of our recent clients, they might give you some recent real world experience of using ACT for their businesses. Let me know if you're interested. Finally, we've found that most of our clients find that most successful business software solutions not only require a good tools (the software), but also an experienced and knowledgeable partner to help design and implement the solution (the consultant). Our company has the most years of ACT certification than any company on the west coast-and we've provided successful solutions for hundreds of companies " I am totally lost on where to go from here. Tag: How to display a Custom Entity Tag: 74931
  - 23
    - Converting Leads to Opportunities in CRM 3.0 (changes since CRM 1.2?) We are in the process of upgrading from CRM 1.2 to CRM 3.0. In 1.2 we were able to convert Leads to only Opportunities. However, in 3.0 it appears that you must also convert the Lead to an Account or Contact as well (i.e. after clicking on the Convert Lead button, if you select only the Opportunity checkbox, the OK button is disabled, however, if you also select either Account or Contact, the OK button becomes enabled). Is this a change in functionality from CRM 1.2 or is there a setting that impacts this behavior? Thanks in advance. Tag: How to display a Custom Entity Tag: 74929
  - 24
    - Opportunity Close Form Customization Hello - Has anyone found the ability to modify the Opportunity close form? I have modified (with success) the attributes - but, I cannot locate the actual form that pops when you close the Opportunity via the Action drop down CRM 3.0 w/rollup 1 Thanks! Tag: How to display a Custom Entity Tag: 74918
  - 25
    - Sales Process Stage How can I make a Sales process depend on a field? It seems I can only move forward in a sales process based on activities (Task, email, etc) and closing it out in the IF ... ELSE .. WAIT steps of a stage. How can I do this by checking if a field is populated or not? Tag: How to display a Custom Entity Tag: 74912
- Next
  - 1
    - Default Web Site What is the significance of the Default Web Site? When should one choose to install to the Default Web Site vs. creating a New Web Site for the CRM 3.0 deployment? This is a CRM 3.0 Professional installation on a member server (Web Server) in an SBS 2003 environment. I just noticed in the Implementation Guide, when installing on an SBS box: "Do not install Microsoft CRM to the default Web site." When installing on a Windows Server (member Web Server, for me) it says: on the Select Web Site Page, select a Web site from the Web site list. Or select the Create New Web Site option and setup will create a new Web site for Microsoft CRM Server. I did install to the default Web Site on the member server, and it is working fine. But I may want to change this URL when I go to make it Web-accessible from the external Internet. Is it easy enough to change your CRM Web Site (URL) at a later date? Thanks, Boolean1 Tag: How to display a Custom Entity Tag: 74902
  - 2
    - Online Chat and MSCRM 3.0 Does MSCRM 3.0 provide online chat out of the box which I can integrate into my existing site. I am looking for a solution similar to CuteSoft Live Support? Thanks Tag: How to display a Custom Entity Tag: 74899
  - 3
    - Event 5895 Error: Can't clean up the following tables: Activity I have CRM 1.2 and I have applied rollup 2, but it didn't fix this problem. Any suggestions? Tag: How to display a Custom Entity Tag: 74895
  - 4
    - httpModule injection Hi all, I'm trying to develop a class that extend IHttpModule for injecting in some pages some script tag for including js file. I've added in web.config of MSCRM (/wwwroot/web.config) this section: <configuration> <system.web> <httpModules> <add type="myHttpModules.myHttpModule,myHttpModule" name="myHttpModules" /> </httpModules> ... The I've developed an empty class that extend IHttpModule, like so: namespace myHttpModules { public class myHttpModule :IHttpModule { public myHttpModule() { } public void Dispose() { } public void Init(System.Web.HttpApplication Appl) { } } } Then I've compiled the class and I've copied the dll file in wwwroot/bin. At the end I've restart the CRM application and when reopend it, the application returned me a CRM ERROR ("an error was occurred. For more information contact the system administrator"). This happen when the application have to load /_root/HomePage.aspx or some other pages. What's wrong in what I've done? I've to enable some settings in IIS? Thanx, marcus Tag: How to display a Custom Entity Tag: 74887
  - 5
    - Upgrade Path - CRM 3.0 SBE to CRM 3.0 Pro I wanted to move my CRM Server to a Web Server, off of the SBS 2003 machine. I accomplished this using CRM 3.0 Professional. Now I would like to re-import my customizations and my data. I'm just thinking out loud, but here is what I would presume the requirements to be for this: 1. Uninstall the CRM 3.0 SBE Server from the SBS 2003 machine (after backing everything up) 2. Delete the Existing CRM 3.0 / SQL 2005 Database 3. Install CRM 3.0 Pro on Web Server (Windows 2003 R2 Member Server) with the Same Organization Name 4. Import the Customizations 5. Restore the Database Like I said, I have "accomplished" the main goal of installing the CRM 3.0 Pro application on the Web Server, but I ran into a problem installing with same organization name. I think this might have been because I didn't do Step 2 -- delete the SQL database first. So I installed with a different organizaton name to later find it unable to import customizations or restore data. I would like to go back and try again, but I'm nervous about wasting a lot of time if either Step 3, 4, or 5 won't work. I'm worried that it will not be possible to import the SBE customizations / data into the Pro version. (I'm sure it doesn't work if you don't have the same organization name!) Please let me know if it is do-able to import customizations from SBE to Pro IF you install the latter with same organization name... Thanks much, Boolean1 Tag: How to display a Custom Entity Tag: 74878
  - 6
    - CRM Mobile and SQL Server CPU Useage Hi there Since we installed CRMMobile our (new) server has been SO SLOW! SqlServer is taking anywhere from 69 - 99% cpu time (mostly around 99) I have run sql profiler and discovered that many times a second the following transactions are running: exec sp_executesql N'SELECT recipientAddr,recipientSrvcPort,sourceAddr,sourceSrvcPort, MIN(arrivalDate) as minArrivalDate, count(*) as messageCount FROM vwInBoundQueue WHERE recipientAddr=@recipientAddr AND recipientSrvcPort=@recipientSrvcPort GROUP BY sourceAddr,sourceSrvcPort,recipientAddr,recipientSrvcPort ORDER BY minArrivalDate',N'@recipientAddr nvarchar(256),@recipientSrvcPort nvarchar(256)',@recipientAddr=N'http://businesssolutions.microsoft.com/CRM',@recipientSrvcPort=N'http://schemas.microsoft.com/BusinessSolutions/2003/CRM/Mobile.wsdl:CRMMobileService,CRMMobileMsgBus' AND exec sp_executesql N'SELECT recipientAddr,recipientSrvcPort,sourceAddr,sourceSrvcPort, msgId FROM vwInBoundQueue WHERE recipientAddr=@recipientAddr AND recipientSrvcPort=@recipientSrvcPort ORDER BY arrivalDate',N'@recipientAddr nvarchar(256),@recipientSrvcPort nvarchar(256)',@recipientAddr=N'urn://mbsmobility/',@recipientSrvcPort=N'CRM/Administration/DeviceRegistration' I guestimate these two procedures are executed at least 30x/second. I stopped the Mobile Integration Service and MSSQL useage went back down to normal. After re-starting the service it is back up around the 90%'s How can I stop this from hogging my resources????? What do people here know about these queries?? Tag: How to display a Custom Entity Tag: 74874
  - 7
    - Adding Field Values Has anyone added values in fields to give a total? There are 20 fields. 1 - 19 have a value (say 5 each) Field number 20 requires the total of 19 x 5. Any assistance greatly appreciated. Cheers, Mandy. Tag: How to display a Custom Entity Tag: 74867
  - 8
    - Migration from Goldmine to CRM 3.0 with Scribe insight help needed Ok, we are doing a migration from Goldmine 6.5 Corporate Edition to CRM 3.0. I took the advice of numerous posts and purchased Scribe insight for the data migration. There is very little for instructions for this software. I am getting the Error Number 104 "Error opening data source GoldMineAdapter.Database." Any ideas what this problem may be? I Thank you for any help, and i will try not to post too many stupid questions about this :) Rodney please feel free to respond: rhall;at;salient;dot;com Tag: How to display a Custom Entity Tag: 74860
  - 9
    - Promoted leads don't include custom attributes Having added an attribute to both the Lead and the Account 'Company Information' section on the form of both entities I can't get the data to transfer as it does with other fields to the Account when a Lead is promoted. Is there a 'Promote Lead' script I need to modify? Thanks for you assistance in advance, Cheers, Gro Tag: How to display a Custom Entity Tag: 74859
  - 10
    - SRM 3.0 for SBS - SQL 2005 reporting server OK? Trying to "test" install CRM 3.0 for SBS on a SBS 2003 Premium R2 server. Installation gives option to install a sql Report Server or use existing. The one it tries to install is SQL 2000 and the screen says it is not compatible with other versions of SQL. So will the install allow you to connect to the SBS 2003's SQL 2005 Workgroup Report Server? Can;t find this answer anywhere! Thanks, KBB Tag: How to display a Custom Entity Tag: 74858
  - 11
    - Vista Gadget Hey guys, I read, that the CRM v3c Client supports the Vista Sidebar. So I installed the CRM Client on my Vista Enterprise with Office 2007, but I can't find the Gadgets? Where do I find them or activate them? Regards, biba Tag: How to display a Custom Entity Tag: 74856
  - 12
    - Inbound Email Hello, I have created an Auto-Reply rule from when cases get created. If a user eplies to the email, I would like it to get recorded back into the CRM, I beleieve this is possible. As there any configurations that need to happen to do this? When I reply it goes to the case owner like a normal email but does not go to the CRM as well. Thank you, Ray Tag: How to display a Custom Entity Tag: 74854
  - 13
    - iFrame help Hey all, I've been working on my first iFrame implementation within CRM 3.0. I created a simple ASP .NET page that reads data out of the MSCRM db and displays it. The user can then check boxes next to the records to indicate whether or not that record was used. Upon submitting the page, the data is written back to the db. The page works as expected in Visual Studio 2005. However, I'm having a couple problems within CRM. The page shows up in the frame as expected, which is fine. Question one is, how do I access methods within the iFrame? For example, I'd like to be able to call the submit(); method in the form onSave event... I've not had any luck getting to it. I've tried several variations on the crmForm.all.IFRAME_CR_Contacts.form1.submit(); to no avail. I have searched the forums, the web, and looked through my CRM customization class paperwork and I can't find an answer. Any help would be greatly appreciated. Thanks in advance, Jason Tag: How to display a Custom Entity Tag: 74850
  - 14
    - How to unlock Attributes in Activity, (ie Statuscode) When I go to the attribute statuscode, I can not aquire access to the fileds, what is the process to change the access? -- Thanks, David Neel Tag: How to display a Custom Entity Tag: 74848
  - 15
    - Security permissons for executing workflow rules What permissions must be assigned with the security role to a user, to let him execute manual workflow rules? (Rules are very simple, we just sending emails to other users with them). I can execute such rules with sysadmin user, but I have not time today for experiments with disabling permissions :( Thanks for help! Tag: How to display a Custom Entity Tag: 74846
  - 16
    - Checklist before resolving a case Hi I have been asked by our service department to create a custom entity that forces a checklist to be completed before a case can be a resolved. A case should never be resolved without this checklist being completed and this checklist would outline the basic conditions of service delivery. I am familiar with creating custom enitities but unsure what event should be used and what the best way to create this entity should be. I really would appreciate it if anyone has any suggestions on how this can be done or has created anything similar and would like to share this info. Many Thanks Tag: How to display a Custom Entity Tag: 74844
  - 17
    - Checklist before resolving a case Hi I have been asked by our service department to create a custom entity that forces a checklist to be completed before a case can be a resolved. A case should never be resolved without this checklist being completed and this checklist would outline the basic conditions of service delivery. I am familiar with creating custom enitities but unsure what event should be used and what the best way to create this entity should be. I really would appreciate it if anyone has any suggestions on how this can be done or has created anything similar and would like to share this info. Many Thanks Tag: How to display a Custom Entity Tag: 74843
  - 18
    - Having same behaviors for CRM users as for contacts Hi, We need same behaviors for CRM users as they exist for contacts. Specially concerning marketing lists. Our customers frequently have to broadcast a newsletter or a document to a panel of external AND INTERNAL contacts, amongst these internal contacts, lot of them are crm users. The only solution to days is to duplicate these CRM users in a contact entity, but there are a lot of undesirable side effects. 1) mail tracking is no more running (same address in contact and user leads to no tracking!) 2) confusion in the mind of crm users concernaing the place where is their history records. 3) usage of sharing informations through attribution and sharing is difficult to understand with all these duplicate datas. An elegant solution would be to allow crm users (systemusers) to be incorporated in marketing lists. The second step would be to have the customer pseudo entity actually including prospects, accounts and contacts, also include systemusers. Here is the challenge, not so difficult according to existing database schema, allowing just the systemuser typecode for customer entity seems easy ? Regards CS ---------------- 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=804de9b8-b041-47a7-91f0-f5dcba8c835d&dg=microsoft.public.crm Tag: How to display a Custom Entity Tag: 74840
  - 19
    - Quoting in CRM Hi. I work for a company that sells products similar to a design/printing service. I have used the demo-lab numerous times but I still find it impossible to create customer-ready quotes. I would like simply to be able to select from a list of styles, fabric, dimensions, and features, and then create a customer-friendly document with all the details of the customer, final balances etc and then just pdf this to them. Is all this possible in the CRM platform? Tag: How to display a Custom Entity Tag: 74838
  - 20
    - Thoughts on Sales Processes .... Hi, I am just wondering what is the best and standard way to create the sales process. It is pretty easy to create tasks for steps in the sales process and make little check lists for each stage. However, do you think it is necessary to do some scripting to prevent users from being able to move ahead in a process by graying buttons and menus out? For example, I need to create a field where only mangers can edit before being able to create a quote. Would it make sense to gray out the quote, order, etc buttons? Or is waiting on a task to be completed sufficient enough? I realize that this question might be really depending on what my company wants but since I am new to configuring CRM's and just learning sales processes, I want to know what is the standard ways to set these things up. Any thoughts are much appreciated. Sincere Regards, Ray Tag: How to display a Custom Entity Tag: 74823
  - 21
    - Search by Case ID or Order Number Hi all, Seasons greetings. We use CRM Case ID as Job/Order number in our accounting system. When supplier has any queries regarding specific (accounting system) order number, we can't go to Case or Order view and use the search field at the top there. I managed to find the CRM Case or Order using Advanced Find. But it takes time. Does CRM have or intend to add search by Case or Order id, so we can find them quickly just like locating Accounts or Contacts? Thanks. Tony Tag: How to display a Custom Entity Tag: 74821
  - 22
    - Closing Quotes without creating an SalesOrder Can I close a Quote without creating a SalesOrder? By default, as far as I understood, I can either create a SalesOrder and make my Quote's state "Won", nor I can close it and set state to "Lost" or "Canceled". I need to set Quote's state to "Won" without creating a SalesOrder entity. Tag: How to display a Custom Entity Tag: 74820
  - 23
    - Customising quantity I can't figure out how to customise the quantity so that there are no decimal places shown. Currently every product etc shows up as x.xxxxx (to 5 places). We do not want any decimal places, or at the very least down to a maximum of 2. Tag: How to display a Custom Entity Tag: 74819
  - 24
    - Send workflow email to case contact instead of Account Primary Con We have a case workflow set to send an email to the contact. However it is sending to the primary contact on the account rather than the contact selected for the case. ---------------- 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=6992e3cc-8d46-4349-b961-2c609bad607e&dg=microsoft.public.crm Tag: How to display a Custom Entity Tag: 74810
  - 25
    - can not install .net framework 1.1 service pack 1 I am installing crm 3.0 in win server 2003. But I got the problem with intatalling component .Net framework 1.1 service pack 1. It is failure to install it. I dont know what is the reason. Could someone help me solve this? Thanks a lot! Regards, Cao Huy. Tag: How to display a Custom Entity Tag: 74806

Hi,

I have created a custom entity. Nothing too fancy, just a text field
and text area. How do I get it to display? I would like it to show
under the Service section? I have created a relationhip between the
two, but I can't seem to get it to view. Any ideas?

Top

RE: How to display a Custom Entity by ManojKithanyMSFT

ManojKithanyMSFT
Sun Jan 21 17:34:02 CST 2007

Hi IsdWeb,

When you are creating your custom entities (say foo), on the entity page in
customization, it would give you checkbox options under "Areas that display
this entity". Click on anyone of those checkboxes and Publish your entity.

Thanks!

"IsdWeb" wrote:

> Hi,
>
> I have created a custom entity. Nothing too fancy, just a text field
> and text area. How do I get it to display? I would like it to show
> under the Service section? I have created a relationhip between the
> two, but I can't seem to get it to view. Any ideas?
>
>

Top

RE: How to display a Custom Entity by DonGarcia

DonGarcia
Mon Mar 19 21:54:00 CDT 2007

Related question: What about the business unit aspect? When you publish an
entity is the display limited to the business unit you are parented to? I am
also having problem getting my custom entity to display. It seems that only
administrators can see it.

"IsdWeb" wrote:

> Hi,
>
> I have created a custom entity. Nothing too fancy, just a text field
> and text area. How do I get it to display? I would like it to show
> under the Service section? I have created a relationhip between the
> two, but I can't seem to get it to view. Any ideas?
>
>

Top