add User
Hi, I tried to add dex users in CRM 3.0 (starting from the users which are
create in Active Directory) an error message is posted: You try to create a
user with a name of connection to the domain already used by another user.
Select another name of connection to the domain and start again.
thanck You. Tag: division Tag: 89128
Images gone when tracking in CRM (red cross)
Whenever I track an email from Outlook into CRM (and view te Regarding)
everything
seems okay. Now when I check the History afterwards in CRM the images are
all red crosses.
How to solve this? Tag: division Tag: 89123
content type
Hi,at the time of the installation of the customer Microsoft CRM 3.0 for
outlook a warning is posted: error of connection to the server Microsoft CRM
(lient found response content type of 'text/html; charset=utf-8', but
expected 'text/xml'.)
in spite of when I connect by IE with URL (http://crm:5555/loader.aspx).
Thanck you. Tag: division Tag: 89121
Connection to the server Microsoft CRM
Hi,at the time of the installation of the customer Microsoft CRM 3.0 for
outlook a warning is posted: error of connection to the server Microsoft CRM
in spite of when I connect by IE with URL (http://crm:5555/loader.aspx).
Thanck you. Tag: division Tag: 89115
JScript Removing characters from field
Hello,
I want to delete the characters '(' and ')' from all telephone fields.
There should be no space instead; the other characters simply need
to move along with the delete.
Can anyone give me an example on how to delete characters using Jscript
so that I can make a manual workflow for it?
Thanks! Tag: division Tag: 89112
Installation of customer Microsoft CRM 3.0 for Outlook
Hi,I have a machine which belongs to the same domain that server CRM3.0, I
reached with the session administrator,
I launched the installation of customer Microsoft CRM 3.0 for Outlook an
error message posts myself:
"the user who carries out the program of installation does not belong to the
domain"
in spite of as I have say I reached with the administrator.
Thanck You. Tag: division Tag: 89107
Account History does not show in Account Detail menu
When you zoom into a specific account, the menu on the left displays under
Details the options of Information, More Addresses, Activites, and is
SUPPOSED to show History. When anyone in our org opens the Account window,
it briefly shows History in the right spot but then History disappears. No
one can get it to appear.
I have tried every imaginable security role modification and cannot get it
to appear. I even created a new Security Role titled "Everything" and turned
on access to every possible object entity to its fullest extent. After
setting a user to this role, same results.
How do I get the History sub-menu to appear in Accounts? Tag: division Tag: 89103
Convert Lead to Contact/Opportunity
Hi,
I running into a problem and not sure if there an sulution exist.
When I convert my lead to a Contact/Opportunity it shoes at the (new)
contact at the Originating Lead field the Firstname and Lastname from the
Lead. Is it possible to show the Company name instead the Firstname and
Lastname?
Hope someone can help me...
Thx and bye Tag: division Tag: 89102
A data palette that stays on top for drag&drop items.
The data palette is a small window that has a stay-on-top switch. On it items
can be pasted. Then they can be dragged and dropped off while the palette
remains on top. I am tired of switching back and forth copying small snippets
of data and pasting them into fields over and over again. With a data palette
I could load it with all the data for several fields in a spread sheed or
database and then drag and drop individual items into the appropriate fields
without switching back and forth or trying to size windows so they can be
positioned side by side.
----------------
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=fffd9ee2-4347-4c2a-887e-dfff822c1269&dg=microsoft.public.crm Tag: division Tag: 89101
Lead Opportunity
Hello,
We are using MS CRM and it is working great. There is one thing we can not
work around, unable to assign a Opportunity to a Lead. Is there any
modification that we can do to perform this? The reason I ask is because we
only want Active Customers in our Accounts/Contacts section, and leave all
Leads/Prospects/Potential customers in Leads. It would be nice if there was a
third account type called Prospect or Potential Customer, this isn't quite an
Account, but is further along than a Lead. Yes I know the drop-down under
Account has various different items like 'Potential' and 'Customer, but that
would get confusing.
Any ideas or are we just out of luck?
Thanks,
Tareef Tag: division Tag: 89094
Case Notes
We are working on our Case entity and have run into a question of
capability. When our customer support team deals with a case there
will be more than one Notes entry for each case. For each call they
will have to put the End Time of their call since we bill support per
phone call and not per case. Is there a way that can be calculated on
the notes entry (the total duration of the call) according to the time
stamp of when the note was created to the manual end time entry our
support person enters at the end of the note. Or does anyone out
there have a better solution to get a calculation of total time spent
per phone call with the case?? Tag: division Tag: 89089
Direct Client Requirement - Team Lead Siebel Product & Pricing.
We have the following requirement from our end client:
Job description: Team Lead- Siebel product & Pricing.
=B7 3+ years Siebel Order Management experience, min one year
with version 7.8
=B7 Telecoms industry/Siebel eCommunications experience
=B7 Ability to work closely with the onshore team and interpret
Products & Pricing requirements & High Level Designs into the Siebel
detailed solutions (LLDs)
=B7 Deep Siebel Products & Pricing expertise including Product
Configurator and modelling in Telecom industry
=B7 Deep Siebel configuration and eScripting skills.
Term: 6 months Contract.
Start Date: ASAP
Location: Slough, England, UK and Bangalore, India.
Rates: Open [all the expenses will be reimbursed].
Important note: The work location of the candidate is Slough, England,
UK for a period of 6 months with 4 to 6 weeks in Bangalore, India. All
the expenses will be paid.
Please revert ASAP with updated resume, rate, work authorization and
contact details ASAP.
Thanks and looking forward...
Best Regards,
Ken Andrew | Datamatics America Inc.
office: (732) 593-8345 Tag: division Tag: 89088
Case Notes
We are working on our Case entity and have run into a question of
capability. When our customer support team deals with a case there
will be more than one Notes entry for each case. For each call they
will have to put the End Time of their call since we bill support per
phone call and not per case. Is there a way that can be calculated on
the notes entry (the total duration of the call) according to the time
stamp of when the note was created to the manual end time entry our
support person enters at the end of the note. Or does anyone out
there have a better solution to get a calculation of total time spent
per phone call with the case?? Tag: division Tag: 89086
Case Activities
Can anyone tell me how we can get an activity to show up in the
Activity area of a case? When we create a new activity within a case
it links to the contact or account by default. We want our activities
that are created within the case to be linked to the case so that when
we have the case open we can easily click on the Activities and all
related activities pertaining to that particular case are right there.
Instead, we are having to get out of the case and go to the Account
and find them there. Very unproductive and doesn't make a lot of
sense. Are we missing something? Tag: division Tag: 89085
CRM service unavailable
I've been researching this and have read all the posts on it but
nothing has fixed my issue. My CRM works perfectly until we run an
integration which imports leads and creates lead activities, at that
point a few records get integrated but then CRM slows down and
eventually goes the Service Unavailable screen. I reset IIS and
everything is fine again. I don't know where to go at this point in
troubleshooting this any further. I'm confused as to why it only
happens in the integration situation. Manually adding a lead and a
lead activity does not affect CRM the same way as the integration.
Prior to a few weeks ago the integration worked fine and no changes
have been made since that time. Tag: division Tag: 89080
CRM SQL Error
Should an error like this show up in the event log, does it show up
anywhere else? I can't find this error any place on the server and
can't find anything around the internet about it. I was able to find
out some info on WRPC, so I am pretty sure that this has to do with
the screen security timing out.
I am not asking to have this fixed, just trying to figure out how I
can get more information on an error when it happens.
SQL Page error:
http://img.photobucket.com/albums/v258/Jeembo/SQLError.png
Thanks,
Jim Tag: division Tag: 89078
importing price lists
I'm looking into the possibility of purchasing MS Dynamics CRM for our
company but am wondering if there is a way to import a price list. Our
company has an extensive price list and entering each product and price
individually wouldn't work at all. Tag: division Tag: 89077
Error editing a contract template
I have created some custom contract templates. I realized after saving one
that I need to make a slight modification. I set the templates up by
navigating through settings, templates, contract templates. If I navigate
back to a template I've created and saved, I have the option to view the
attributes only. I cannot make any changes to the template. Is there any way
I can edit a saved template?
Thank you,
Amy Tag: division Tag: 89075
Reports Issues
> CRM and Reports are on the same box. SQL (named instance) is on a different
> server. The following is true of our setup:
>
> -IE clients are setup to allow Kerberos Authentication
> -We are not using Host Headers
> -Everything is using the "Network Service" security account
> -Our domain functional level is Windows 2003
> -CRM was installed by a domain admin
>
> When installing, I got an error message '...TrustForDelegationAction
> Failed...' I was able to ignore the error and continue with the installation.
> Now, when I am trying to run reports from CRM, I get the following error:
>
> An error has occurred during report processing. (rsProcessingAborted) Get
> Online Help
> Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection)
> Get Online Help. Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'.
>
> I have followed the RsSetupTFD document and everything seems to be ok.
>
> I am not able to get past this error. I also do not see any Network Service
> account in SQL. One of the blogs mentioned having this login having access to
> certain databases and roles.
Also, I get the same error when I try to run report from ReportServer
(http://localserver/reportserver) directly.
>
> Any help/input appreciated.
>
> Thanks,
>
> Shikhar Tag: division Tag: 89074
Invalid Association using Web Mail with Larger Attachment
CRM 3.0
When I using the direct web mail function and sending 1M attachment, I got
"Invalid Association" " The request association is not valid.
However, it works with smaller attachment or no size problem if the outlook
is the client.
I modified the Web.config for maxRequestLength="8192" and the Registry Key
"maxuploadfilesize to 7D0000 (8192000, 8M)" and still have the same problem.
Any suggestion?
Thanks! Tag: division Tag: 89068
history view in case
Is there any way to change the columns in the hostory view in a case? i can
do it for activities in a case but not for history???
Any ideas? Tag: division Tag: 89066
modifying the Activity createdon Attribute
Hi,
I am trying to modify some of the values of the createdon attribute of
the entity Account but unable as when I try to Edit it, all its fields
in the Edit page are grayed out.
Any other way to change it as I only need to change it from viewing the
Date only to viewing the Date and Time.
Any help, link or suggestion would highly be appreciated.
Thank you.
Kamal Tag: division Tag: 89064
Get annotations as BusinessEntityCollection by objectId
Hello
I'm a IT Student and newbie in Microsoft CRM 3. We have a custom
entity and the guid is used for the Annotation object Id.
I need help for a query which returns the annotations.
I used this:
BusinessEntityCollection bec = SearchByGuid(testEventGUID,
"Annotation", "objectId", service);
public static BusinessEntityCollection SearchByGuid(string a_Guid,
string a_EntityName, string a_PrimaryKeyColumnName, CrmService
a_crmService)
{
QueryByAttribute query = new QueryByAttribute();
query.Attributes = new string[] {a_PrimaryKeyColumnName};
query.Values = new object[] {a_Guid};
query.EntityName = a_EntityName;
query.ColumnSet = new AllColumns();
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
request.ReturnDynamicEntities = true;
RetrieveMultipleResponse response =
(RetrieveMultipleResponse)a_crmService.Execute(request);
return response.BusinessEntityCollection;
}
Then I got a error:
Zeile 40: [return:
System.Xml.Serialization.XmlElementAttribute("Response",
Namespace="http://schemas.microsoft.com/crm/2006/WebServices")]
Zeile 41: public Response
Execute([System.Xml.Serialization.XmlElementAttribute(Namespace="http://
schemas.microsoft.com/crm/2006/WebServices")] Request Request) {
Zeile 42: object[] results = this.Invoke("Execute", new
object[] {
Zeile 43: Request});
Zeile 44: return ((Response)(results[0]));
Thanks for any suggestions Tag: division Tag: 89063
Sending mail when a value of a bit-field has changed
I have a bit-field with the values No and Yes. No is default.
When a user changes the value to yes, I want to automatically receive an
e-mail about this.
I've tried using workflow on Order, but it doesn't seem to work, neither
with "Manual" or "Status Change".
Could someone please tell me, if I'm doing something wrong, or if it's not
that simple at all.
Thanks. Tag: division Tag: 89059
authentification .aspx
Hi,I developed a .aspx page then I integrated in MS CRM 3.0.
But when I reach this page for the first time it ya request for
authentification
thus how I can remove the authentification for this knowing page which must
remain only at the time of the access to MS CRM3.0.
Thanck you. Tag: division Tag: 89055
MS CRM 3.0 + Outlook
Hi,I installed MS CRM 3.0 customer for outlook but I found under small
Microsoft CRM in outlook that Deleted items how one adds the module of the
CRM under this menu.
Thanck You. Tag: division Tag: 89054
Auto incrementing field in CRM 3.0
I need to create a field that is auto incremented every time a new instance
is made.
ie I need to make new records have a unique auto incremnting number.
Doesn't seem to be easily possibly in CRM. Anyone got a simple work aorund?
I did consider making a dummy record type called variables with one record
in with a field call ref number and using that as my location for the next
number to be got. Then incrementing that value after the record is saved.
But seems clumsy. Tag: division Tag: 89051
Showing orders with a certain value of a bit field?
I've included a custom field on the order form. It's a bit field with the
values YES and NO. The default value is NO.
Our employees use this field to tell the system, if an order has been
complete and is ready for invoicing. (We do not want to use the system
possibility of completing an order).
I've made a custom view of orders, where the view criteria is, that the
value of this bit field is NO. And another view where the view criteria is,
that the value is YES.
However, when I select these views, I cannot see any orders.
Could someone please explain, what I'm doing wrong?
Thanks. Tag: division Tag: 89046
clone custom entity record
Hi,
i want to clone a record from an custom entity called "new_workstations".
I have added the following to the isv.config:
<Button Title="Duplizieren" ToolTip="Workstation duplizieren"
Icon="http://cadserver02:5555/test.gif"
Url="/cloneworkstation/cloneworkstation.htm"
WinParams="dialogHeight=100px;dialogWidth=300px" WinMode="1"/>
And the cloneworkstation.htm:
<html>
<title>Workstation Duplizieren</title>
<style>
BODY, TD
{
font-family: arial;
font-size: 12px;
}
TD.body
{
border-bottom: solid 1px #cccccc;
text-align: center;
}
</style>
<script language="javascript">
// Set global variable for the cloned contact window
var oClonedWorkstation;
function window.onload()
{
// Open a new contact form
oClonedWorkstation = window.open('/UserDefined/edit.aspx','','menubar=0,
status=1, width=1000, height=600');
// Set a timeout to wait for the new contact form to load
setTimeout('checkPageState()',100);
}
// Checks if the new contact form has completed loading
// When it completes, CloneWorkstation will be called
// If it's not loaded, it will set a timeout and check again.
function checkPageState()
{
if (oClonedWorkstation.document.readyState == 'complete')
{
CloneWorkstation();
return;
}
setTimeout('checkPageState()',100);
}
function CloneWorkstation()
{
// Get a pointer to the parent window
var oParent = window.dialogArguments;
var oSource = oParent.document.crmForm;
// With the target crmForm
with(oClonedWorkstation.document.crmForm)
{
new_betriebssystem2.DataValue = oSource.new_betriebssystem2.DataValue;
new_controllerbez.DataValue = oSource.new_controllerbez.DataValue;
new_cpu1bez.DataValue = oSource.new_controllerbez.DataValue;
new_cpu2bez.DataValue = oSource.new_controllerbez.DataValue;
new_cpucooler.DataValue = oSource.new_controllerbez.DataValue;
new_gehaeuseart.DataValue = oSource.new_controllerbez.DataValue;
new_grafik1bez.DataValue = oSource.new_controllerbez.DataValue;
new_grafik2bez.DataValue = oSource.new_controllerbez.DataValue;
new_hdd1bez.DataValue = oSource.new_controllerbez.DataValue;
new_hdd2bez.DataValue = oSource.new_controllerbez.DataValue;
new_hdd3bez.DataValue = oSource.new_controllerbez.DataValue;
new_kaufdatum2.DataValue = oSource.new_controllerbez.DataValue;
new_kunde.DataValue = oSource.new_controllerbez.DataValue;
new_workstationname.DataValue = oSource.new_controllerbez.DataValue;
new_kdnr.DataValue = oSource.new_controllerbez.DataValue;
new_laufwerk1bez.DataValue = oSource.new_controllerbez.DataValue;
new_laufwerk2bez.DataValue = oSource.new_controllerbez.DataValue;
new_mainboardname.DataValue = oSource.new_controllerbez.DataValue;
new_maus.DataValue = oSource.new_controllerbez.DataValue;
new_netzteilname.DataValue = oSource.new_controllerbez.DataValue;
new_raidlevel.DataValue = oSource.new_controllerbez.DataValue;
new_rambez.DataValue = oSource.new_controllerbez.DataValue;
new_tastatur.DataValue = oSource.new_controllerbez.DataValue;
new_zusatzkomponenten.DataValue = oSource.new_controllerbez.DataValue;
new_zusatzsoftware.DataValue = oSource.new_controllerbez.DataValue;
}
// Finally, close the dialog
window.close();
}
</script>
<body>
<table width="100%" height="100%" border="0" cellpadding="0" cellspacing="0"
align>
<tr valign="middle">
<td class="body" align="center">
<div style="font-size= 10pt; font-family= Tahoma;">Cloning
Workstation...</div>
</td>
</tr>
</table>
</body>
</html>
But there is an error:
new_betriebssystem2 is undefined.
It is the wrong edit.aspx but what is the right one?
Thanks!
Enrico Reil Tag: division Tag: 89045
Attachment Support while Offline through CRM Laptop Client for Out
We are using CRM Laptop Client for Outlook so that people are connected
offline most of the time and they synchronize their data once or twise a week.
The question is: Are attachments supported while connected offline ?
I say that because I tried to access attachments available inside a Sales
Literature item while connected offline but I couldn't see the attachments. I
am only able to see them while connected online! Is this a known limitation?
Please advise. Tag: division Tag: 89032
Impossible to post the page
Hi,I developed pages .aspx and I deployed in MS CRM 3.0 by using IFrame.
on the waiter it is good they are functional but when I connect to MS CRM
starting from an other machine these pages .aspx do not function and not of
posting (Impossible to post the page).
Thanck you. Tag: division Tag: 89028
Separate CRM, CRMSQL, Reporting server and Reporting SQL servers !
Dear ..........
Ple help me! I am getting trouble with setting up the MSCRM
environment for MSCRM server, CRM database server, Reporting Service
Server and Reporting Database servers are on separate machines. MSCRM
servers are setup with hardware NLB(web-farm) and CRM database servers
are Active/Passive Clustered. CRM server is working fine because I can
do the other things work fine in CRM interface. But, when I click the
Reports in CRM interface, I got an error with Inter error occurred and
contact your network or system administrator.
How can i solve the problem?
Regards,
rockfire. Tag: division Tag: 89027
How to attach a company AND a contact person to an order?
I'm having trouble attaching a contact person to an order.
Having selected the customer (company), I also want to be able to select a
contact person in a lookup field (a perfect solution would be to select only
between contacts from the company chosen).
Is it possible at all?
Thanks Tag: division Tag: 89023
Defalt view
Users need to be about to select their own default views.
----------------
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=3f6845a1-0c76-4ef2-b73b-c82b6eab710d&dg=microsoft.public.crm Tag: division Tag: 89015
View other BU data
Hi,
Let say there are 4 BU define in my systems and name it as BU1 up to BU4
accordingly. And each BU has manager and sales person that is different from
other BU. Is it possible that BU1 manager can see all lead, opportunity for
BU2? But BU2 manager cannot see the BU1 lead and opportunity??
Thx,
Carrie Tag: division Tag: 89014
Native vs Mixed DC
Hi,
Does anyone know what is the difference between native and mixed DC? And how
does it impact to CRM installation using either one of this.
Hope to hearing from anyone soon.
Thx,
Carrie Tag: division Tag: 89013
Cannot delete queues?
Hi All,
I have some redundant queues in my CRM. I tried to delete them but I got an
error "An error occured. Contact system admin". Does anyone know what might
be causing it?
Thanks,
Amit Tag: division Tag: 89012
how to fix Ms CRM server
This is a multi-part message in MIME format.
------=_NextPart_000_0008_01C7FAE6.1A85D8F0
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
HI,
our CRM server stopped working and I have no Idea how to get it back. Do =
you have any idea? Thank you very much
------=_NextPart_000_0008_01C7FAE6.1A85D8F0
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2900.3157" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>HI,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>our CRM server stopped working and I =
have no Idea=20
how to get it back. Do you have any idea? Thank you very=20
much</FONT></DIV></BODY></HTML>
------=_NextPart_000_0008_01C7FAE6.1A85D8F0-- Tag: division Tag: 89011
Account:Address Name purpose
Brand new to MS CRM; trying to get my head around addresses and heirarchies.
What is an "address name" on the Account records? I thought it would be
"Shipping", "Mailing", "Billing", etc. ... but that's apparently covered by
Address Type. So what is Address Name used for? Tag: division Tag: 89008
Migrating CRM 3.0 to a New Server OS.
Iâ??ve purchased a new Server for our CRM 3.0 application and was wondering if
there was a procedure to migrate the CRM application to its new server. The
OS type (W2k3) is not being changed, just upgrading to a new server platform.
--
GT Tag: division Tag: 89006
Compare and Merge Two different CRM Instances
We have two different CRM environments that we want to merge into
one. My first step was to try and compare the different instances to
see what the different were between them.
I exported all of the customizations from each and performed a diff.
Yuck. Since the customizations don't export the elements in the same
order it looks like their are over 7,000 differences between the two
files. Reality says that at best there may be 50-100.
Is there any way to get these to output in the same order so that I
can get a more realistic diff between them? The only other thought I
have at this point is to try and do something with an xslt transform
to get them sorted.
If anyone has a better approach or idea on how to accomplish this,
please let me know.
Thanks! Tag: division Tag: 89003
Does MS have any plans to provide built in Telephony Integration in MS CRM?
I've been working with Salesforce.com as well as MS CRM and currently
Salesforce blows doors off MS CRM with regard to telephony integration. I
do work for a phone company and integrating our TAPI based phone switch with
Salesforce was a joy and resulted in a really high quality, rich interface.
I'm just finishing up building a functionally similar integration for MS CRM
and, while it is going to be a great product, the lack of any built in
telephony integration support in CRM means it has to be bolted on and simply
doesn't integrate as well.
So, is anyone aware of plans by MS to address this shortcomings?
Thanks,
--
Grant Schenck Tag: division Tag: 88988
Error when loading crm default page
Hello, when loading my crm default page i've got this error:
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
--------------------------------------------------------------------------------
Badly Formed FieldXml: Field name itau_company Does not correspond to any
Attribute on Entity: contact. Field Xml = <field name="itau_company"
requiredlevel="na" maxlength="100" format="text"><displaynames><displayname
description="Company" languagecode="1033" /></displaynames></field>
Does anyone know this error? Tag: division Tag: 88985
Cannot email to multiple email addresses for one contact
Currently in CRM when you send an email to a contact, the only email address
that is used is the Primary Email address. We often need to send an email to
more than one email address for a contact, currently we cannot do this. It
seems almost pointless having up to three email addresses for a contact if
only the primary email address is used as default by the system, without any
option to change this when producing an email.
----------------
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=a01f5ea4-4aa4-4eb7-a5de-6ba2ad6d2226&dg=microsoft.public.crm Tag: division Tag: 88982
How to set default Opportunity field values upon Lead conversion
When a Lead is converted to an Opportunity, I want the default value of
closeprobablity to be set to 25% and rating to be set to cold (3). I have
added Jscript code to the onchange event for the rating attribute in the
Opportunity Form to handle connecting these attributes values. I have set
the default value for rating to be cold (3) at the attribute level --
however; converting the Lead doesn't set the rating to cold.
The only thing I find my search of this site is a "suggestion" for MS made
in 8/06. Any other ideas as to what is the best way to set these attribute
defaults (rating/closeprobability) upon Lead conversion?
Thank you! Tag: division Tag: 88981
Appointments won't synchronize in CRM & Outlook
When trying to link CRM contacts to Appointments in Outlook through the
Outlook Client you get the following error message.
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. This item has been saved to Microsoft Outlook but is not
being tracked in Microsoft CRM
When trying to to save an appoinment in CRM, I get the message "General
failure in scheduling engine. Ignore and Save or Cancel."
So the appoinments will not synchronize no matter where I start them from. Tag: division Tag: 88979
Enable Override price
Hi
It is possible to enable the Override pricing function on the Order form. We
have noticed that the pricing of the order is greyed out if the order is
associated with a quote. It is possible to enable this functionality through
the use of Jscript using the OnLoad event.
Thanks
Mark Tag: division Tag: 88978