export to excel permissions

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- Previous
  - 1
    - SQL reporting Services Does anyone know if SQL reporting Services will work off-line with MSCRM? I'd like a user to generate reports when they are off line. Thanks for reading. Tag: export to excel permissions Tag: 86951
  - 2
    - CRM Outlook client on Terminal Server On a terminal server the CRM Outlook client is installed, following the steps and scripts of MS. Now all the users of the Terminal Server get the CRM Outlook client, while not every user is a CRM users. This is probably the cause of stalling the outlook client at startup. Is there a way to make a difference between CRM users and standard domain users on the Terminal Server, so only the CRM users will have the outlook client available?? Tag: export to excel permissions Tag: 86950
  - 3
    - Track in CRM when contact is missing e-mail adress When I use "Track in CRM" from Outlook, the e-mail message normaly is saved under history for the contact owning this e-mail adress. When the e-mail adress don't exist, the massage is placed in a cue. I don't get any message/alarm. Is it possible to get a message asking me to look up the correct contact or creat one??? -- Ronny Tag: export to excel permissions Tag: 86940
  - 4
    - Outlook client, folders missing - only Deleted Items and Search Fo Hi, I have a desktop installation of CRM that needs to be used to two users. One user logs in and it works fine. The second user logs in and can see the Microsoft CRM folder in Outlook but there are no CRM folders within this - only Deleted Items and Search Folder. Can anyone advise on how to troubleshoot this? Thanks, new2CRM Tag: export to excel permissions Tag: 86937
  - 5
    - onChange code to automatically select a lookup value Hi, When i create a new case and select a Customer from the lookup value, i then want the most recent contract to be automatically selected, and then from this the contract line to be automatically selected. But i am having problems with trying to write code with the onChange event to do this because i dont know how to select a value of a lookup list. Please help :) Mike Tag: export to excel permissions Tag: 86936
  - 6
    - Hide more action in grid toolbar Hi there, is there any ways to hide the more action in the grid toolbar. or edit the "Edit" link under the more action to redirect it to another aspx page instead? Tag: export to excel permissions Tag: 86935
  - 7
    - Regarding to the licences Can I use CRM Development licence for more than one machine Tag: export to excel permissions Tag: 86925
  - 8
    - Arabic text Hi, Is anybody knows if MS CRM 3.0 works properly with Arabic? Thanks, -- Nina Tag: export to excel permissions Tag: 86921
  - 9
    - How to hide "click here to enter a new note..." link in Cases ->No I just want to hide the "click here to enter a new note ..." link when the cases were resolved. No one can modify existing notes or create a new note until the case was reactivated. Thank you. Tag: export to excel permissions Tag: 86916
  - 10
    - Access CRM data for outside the network Hello All, I would like to know if it is possible to access my CRM data outside of my network (via a web page NOT VPN). I would like customers an other consultants that work for me to have access to the data from anywhere any time with the proper credentials of course. I attempted to configure all unassigned IP's in IIS but I was unable to access it externally. I am using CRM 3.0 on a SBS 2003 Server (plain vanilla configuration). Any Ideas or how to's on this? Please and Thank you, Be Blessed KB Tag: export to excel permissions Tag: 86898
  - 11
    - Inactive contacts, etc. are visible in assoc. view I'm having a problem with CRM3.0. In associated views, all entities (contacts, leads, etc) are visible - active or not. Seems like it should be hiding the inactive records. Is that correct? Our system has always shown the inactive records in the associated view. I think it did this in CRM1.2, and I'm sure it's been this way since we upgraded. If this is functioning correctly, I'll leave it alone, but if they are supposed to be hidden (we would really like it if they were), then I'd like to get it fixed. So, how's yours work? And have you seen this problem (if it is a problem) and fixed it? Tag: export to excel permissions Tag: 86897
  - 12
    - Can I Add A Button To The List Entity With ISV.config? Does anyone know if it's possible to add a button to the list entity or if I am restricted to certain system entities and custom entities only? Also, I was doing some testing to get the hang of working with the ISV.config file and and can't seem to get it to work. I can't even export the default file and reimport it without an error and I didn't even change it. Any advice? Tag: export to excel permissions Tag: 86888
  - 13
    - Quick Find should search current view only I have several Views that allow my users to narrow their record lists to a few thousand records each. However, when they enter a search string in quick find they get records from other users views also. Any ideas? Tag: export to excel permissions Tag: 86885
  - 14
    - Error when trying to add an attribute When I or anyone else with administrative privledges try to add or customize an attribute, table, etc. we get the following message: /_common/error/dlg_error.aspx?hresult=Not%20available&errMessage=Method%20not%20found%3A%20Void%20Microsoft.Crm.Metadata.AttributeInfo.set_Searchable(Boolean). We've always been able to do this before. Does anyone know how this can be fixed? I just installed the CRM Rollup for the server and client and it didn't help. Thanks, Tag: export to excel permissions Tag: 86883
  - 15
    - CRM Export to Excel I'm not a huge expert on Excel so I'm not sure how this can be done. I'm posting it in the CRM Group as thats where the issue is arising: When a user runs a custom report, the report adds a header and a footer. When they print it, each page of the report is printed with the header and footer. this is fine, thats what they asked for and thats what they get. Now, when a user exports to Excel so they can use the data, the Header and footer are also exported and the data scrolls in between them. I can't seem to figure out how to make all of the information export to a single excel sheet without the scrolling. I removed the header and footer from the report but it still scrolls ... Any ideas? Tag: export to excel permissions Tag: 86880
  - 16
    - importing sub-contacts I will be implementing CRM over the next few months, migrating our data from an Access database, and I am a total CRM novice. We are a non-profit, and do a lot of work with families. Currently, our database has a Household Table- all the fields unique to the household (address info, home phone)- and an Individual table- all the fields that are unique to that individual (cell phone, email address, birthdays, mail preferences). The individual records contain a Household ID that links them to the appropriate Household record. From what I gather, the appropriate way to recreate this in CRM will be to have a Parent Contact (the Households) and associated sub-Contacts (individuals). (The extra fields available in Contacts for spouse and children are really not flexible enough to track the necessary data). But how will I set up the 1:1 field setup for the import? There is a field called "parentcustomerid" in CRM Contacts that is for ids of the associated account OR contact. Are the autonumbering properties for contact and account ids required to follow a specific format or can I import the existing household ids? Will I need to create new fields to host the old ids and then recreate the relationships after the data has been imported? Additionally, will I be able to set up different forms for Parent-contact entry versus sub-contact entry? Thanks, Amanda Tag: export to excel permissions Tag: 86879
  - 17
    - @@ Where can I find an Installation Guide? @@ Dear all, I'm required to install CRM 3.0 on my company to learn how to customize it. I've: HP ProLiant Server What I did so far: - Install Windows Server 2003 Standard Edition R2 SP2 - Adding Application Server , and Active Directory ( Default Settings ) - Installing Sql Server 2005 Developer Edition ( with everything: Reporting Services ( on default web site), Analysis , .., etc ) - Restart Windows - Now: I tried to install CRM 3.0, It asked me several settings ( like the SMTP server, Repoting Service url ,.. etc ) but when I finished, it said that there is a problem with reporting service! cannot find or something.. I need help ASAP.. thanks a lot.. Waleed Tag: export to excel permissions Tag: 86877
  - 18
    - You are not authorized to View this Page when running reports When we try to run reports we get a "You do not have permission to view this directory or page due to the access control list that is configured for this resource on the Web Server. HTTP Error 401.3 Unauthorized: Access is denied due to an ACL set on the requested resource. (IIS) Anyone have any ideas? Tag: export to excel permissions Tag: 86876
  - 19
    - Contracts not Showing as Expired In CRM 3.0 we have a bunch of contracts whose end date has past, but they are still showing as Active. They have been invoiced, but the status has not changed????? Tag: export to excel permissions Tag: 86875
  - 20
    - Changing Fiscal Periods I know it's said this can't be done. We had our fiscal period always starting on 1/1 and now it's been changed. I know we're not the only company on Earth that has had this problem. Is there a solution to this problem? Thanks, John Tag: export to excel permissions Tag: 86867
  - 21
    - Multiple Conatct Lists Hi All, We have a requirement for the below: Company has multiple divisions and due to strict policy each division has to maintain their own Contact Lists i.e. 1) Contacts from one division should be not visible to other division employees 2) One person can be a contact in 1 or more division i.e. duplicate entries and duplicate validation should be within the contact list of the division Question is does MS CRM support the concept of Independent Multiple Contact Lists? Any quick help with this is much appreciated. Thanks, Kishor Tag: export to excel permissions Tag: 86864
  - 22
    - Mulitple Contact Lists Hi All, We have a requirement for the below: Company has multiple divisions and due to strict policy each division has to maintain their own Contact Lists i.e. 1) Contacts from one division should be visible to other division 2) One person can be a contact in 1 or more division i.e duplicate entries and duplicate validation should be within the contact list of the division So question is does MS CRM support the concept of Independent Multiple Contact Lists? Thanks In Advance, Kishor Tag: export to excel permissions Tag: 86863
  - 23
    - CRM Reports I am interested iin reviewing CRM for deployment at my company. The most important part for us are the administrative reports. I have tried to find a complete list/description of the available reports, with samples, if possible, but have been unsuccessful. Anyone know where I could get this? Thanks. Tag: export to excel permissions Tag: 86862
  - 24
    - Product Price Level records not being imported in DMF I am trying to import products into MS CRM 3 using the DMF. I have successfully imported a unit group and base unit, a price list, and some products. However, my product price level records are being rejected. There is no error message in the error log. I have followed the CRM Detailed Planning documentation (Excel Spreadsheet) and have populated: ProductPriceLevelId (unique int) UomScheduleIdName (name of successfully imported unit group) PriceLevelIdname (name of successfuly imported price list) UoMIdName (name of base unit within the imported unit group) ProductIdName (name of successfully imported product) QuantitySellingCodeName (set to 'Whole') PricingMethodCodeName (set to 'Currency Amount') Amount (set to a price e.g. 95.00) I've also had to supply values for ProductID and PriceListID as these cannot be left null, even though the documentation states the relationships are derived from the associated 'name' fields. I can see from the log that the DMF is locating the matching Product and Price List records. I notice that the default price list on the imported product records is not populated even though I have populated DefaultUoMScheduleIDName to my imported price list. Is this problem related? In CRM itself, there needs to be at least one price list item before you can set the default price list. What am I doing wrong? Is there any way of getting the DMF log to show more info? BillB Here's error log: 08/08/2007 - 16:36:04 -- CDF Entity Migration Order: PriceLevel,UoMSchedule,UoM,Product,ProductPriceLevel 08/08/2007 - 16:36:04 -- The CDF Migration Wizard is initializing. This may take several minutes. 08/08/2007 - 16:36:05 -- Processing entity: PriceLevel 08/08/2007 - 16:36:05 -- Starting migration phase 08/08/2007 - 16:36:05 -- Test Batch Count = 0 08/08/2007 - 16:36:05 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 0, Microsoft CRM Id = {6E11B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:06 -- Migration phase completed 08/08/2007 - 16:36:06 -- Processing entity: UoMSchedule 08/08/2007 - 16:36:06 -- Starting migration phase 08/08/2007 - 16:36:06 -- Test Batch Count = 0 08/08/2007 - 16:36:06 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 0, Microsoft CRM Id = {6F11B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:06 -- Migration phase completed 08/08/2007 - 16:36:06 -- Processing entity: UoM 08/08/2007 - 16:36:06 -- Starting migration phase 08/08/2007 - 16:36:06 -- Test Batch Count = 0 08/08/2007 - 16:36:06 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 0, Microsoft CRM Id = {7011B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:06 -- Migration phase completed 08/08/2007 - 16:36:06 -- Processing entity: Product 08/08/2007 - 16:36:06 -- Starting migration phase 08/08/2007 - 16:36:06 -- Test Batch Count = 0 08/08/2007 - 16:36:06 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 0, Microsoft CRM Id = {7111B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:06 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 1, Microsoft CRM Id = {7211B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:06 -- Creating object 08/08/2007 - 16:36:06 -- Object created successfully. CDF Id = 2, Microsoft CRM Id = {7311B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:06 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 3, Microsoft CRM Id = {7411B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 4, Microsoft CRM Id = {7511B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 5, Microsoft CRM Id = {7611B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 6, Microsoft CRM Id = {7711B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 7, Microsoft CRM Id = {7811B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 8, Microsoft CRM Id = {7911B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 9, Microsoft CRM Id = {7A11B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Object created successfully. CDF Id = 10, Microsoft CRM Id = {7B11B613-C545-DC11-A4C6-0013723DC050} 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Migration phase completed 08/08/2007 - 16:36:07 -- Processing entity: ProductPriceLevel 08/08/2007 - 16:36:07 -- Starting migration phase 08/08/2007 - 16:36:07 -- Test Batch Count = 0 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7111B613-C545-DC11-A4C6-0013723DC050}</productid><amount>97.5000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7211B613-C545-DC11-A4C6-0013723DC050}</productid><amount>195.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7411B613-C545-DC11-A4C6-0013723DC050}</productid><amount>97.5000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7511B613-C545-DC11-A4C6-0013723DC050}</productid><amount>195.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7611B613-C545-DC11-A4C6-0013723DC050}</productid><amount>925.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7811B613-C545-DC11-A4C6-0013723DC050}</productid><amount>60.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7711B613-C545-DC11-A4C6-0013723DC050}</productid><amount>80.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7A11B613-C545-DC11-A4C6-0013723DC050}</productid><amount>97.5000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7911B613-C545-DC11-A4C6-0013723DC050}</productid><amount>195.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7B11B613-C545-DC11-A4C6-0013723DC050}</productid><amount>925.0000</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Creating object 08/08/2007 - 16:36:07 -- Failed to migrate object: 08/08/2007 - 16:36:07 -- <productpricelevel><pricelevelid>{6E11B613-C545-DC11-A4C6-0013723DC050}</pricelevelid><productid>{7311B613-C545-DC11-A4C6-0013723DC050}</productid><amount>0</amount></productpricelevel> 08/08/2007 - 16:36:07 -- Recording migration status 08/08/2007 - 16:36:07 -- Migration phase completed 08/08/2007 - 16:36:07 -- Processing entity: PriceLevel 08/08/2007 - 16:36:07 -- Starting update phase 08/08/2007 - 16:36:07 -- Update phase completed 08/08/2007 - 16:36:07 -- Processing entity: UoMSchedule 08/08/2007 - 16:36:07 -- Starting update phase 08/08/2007 - 16:36:07 -- Update phase completed 08/08/2007 - 16:36:07 -- Processing entity: UoM 08/08/2007 - 16:36:07 -- Starting update phase 08/08/2007 - 16:36:07 -- Updating object 08/08/2007 - 16:36:07 -- Object updated successfully 08/08/2007 - 16:36:07 -- Entering CDF - Record Normalize Status Code 08/08/2007 - 16:36:08 -- Exiting Recording update status 08/08/2007 - 16:36:08 -- Update phase completed 08/08/2007 - 16:36:08 -- Processing entity: Product 08/08/2007 - 16:36:08 -- Starting update phase 08/08/2007 - 16:36:08 -- Update phase completed 08/08/2007 - 16:36:08 -- Processing entity: ProductPriceLevel 08/08/2007 - 16:36:08 -- Starting update phase 08/08/2007 - 16:36:08 -- Update phase completed -------------------------------------------------------------------------------- Tag: export to excel permissions Tag: 86861
  - 25
    - Permission.... All, I'm a newbe to CRM and just installed it in our test environment and I'm able to work on it from the server but when I try to log in from another machine the window open up then close and disapear. I have tried different things with no luck. Any suggestions. Jamal Tag: export to excel permissions Tag: 86860
- Next
  - 1
    - CRM 4.o Does anybody knows where I could find info and screenshots of the coming release (CRM 4.O. Titan)? We have CRM 3 and by the end of August I have to decide about the renewal of the related SA. We are not interested in the hosted option and, maybe because we use it with SBS 2003, our overall experience with CRM 3.XX so far has been far from great. TIA Stefano Tag: export to excel permissions Tag: 86853
  - 2
    - CRM Reports Move I am moving my CRM reports from the server where CRM was installed to a new server. I have allready moved the database to the new server and it works fine. I am moving the reports to the report server. I have run the downloadreports.exe on the old server and have the folder where the reports are. I copied them to the new server. I have mapped the CRM folder from the old servto the X: drive so that the Publishreports command is available. In the CMD window I go to The d:drive where the report folder is. I open the folder where the Publish.config file and the MSCRM folder is. I run the following command. "X:\Program Files\Microsoft CRM\Reports\publishreports.exe" "triPRACTIX" 'corp\ReportingGroup {617bd5f6-4cd7-48fa-9c02-16faa3c328a3}" "corp\appserv2$" I get an error window up that says Application has generated an exception that could not be handled. Process id=0x1cfc(7420), Thread id=0x1344(4932) Click OK to terminate application. Click CANCEL to debug the application. When I click OK I get the following error in the cMD window. Unhandled Exception: System.Security.Policy.PolicyException: Required permissions cannot be acquired. at Microsoft.Crm.Reporting.Publish.PublishMain.Main(String[] args) What am I doing wrong? Tag: export to excel permissions Tag: 86850
  - 3
    - MAS 200 users group I am interested in forming a MAS 90\200 users group online, and if possible monthly face-to-face meetings in\around the Philadelphia area (PA, NJ, DE, MD). The idea would of course be to share ideas and insights and solve usage issues\problems. Would anyone be interested in this? Jim in Boothwyn, PA Tag: export to excel permissions Tag: 86849
  - 4
    - Mapping Attributes not working as expected Hi The â??mapping attributesâ?? feature is not working in an expected way in ms crm 3.0. I have tried the mapping between two customizable entity (account and contact) as well as between two custom entities I build. When I select the primary entity from the related entity form, the mapped fields do not generate any value, although the primary entityâ??s corresponding mapped field contains data. This is true for both cases when the focus is lost from the lookup field and also after saving the form. Is there anything that I may be missing due to which the data is not getting mapped? Any help on this would be greatly appreciated. Thanks Siddhartha Tag: export to excel permissions Tag: 86847
  - 5
    - Recurring problem - constant login request using web browser I set up my home laptop computer to access CRM via the web. My home computer username and pw are the same as my network logins. I added the CRM site to Intranet sites. Login is set to automatic with Intranet sites. I even added a saved network password for the CRM site. This set up is the same as I alwasy do for any other computer. The problem is that I am asked to login when the CRM screen comes up or anytime I try to open a CRM record. Clicking Cancel opens the record. But the login pops up the next time I open another record. Once again, clicking cancel closes the login window and opens the record. Please let me know if you have a possible solution to this problem. Thanks, -Rick M. Tag: export to excel permissions Tag: 86844
  - 6
    - Customizing search window Hello, I want to customize the window from cases, where I can search accounts. The properties button only gives a new window with read-only back (I want to change this to write) and to the new button i would like to add some extra fields. Is this possible and if, how? Thanks! Sorry, for my bad English! Tag: export to excel permissions Tag: 86843
  - 7
    - Subject assignment in new case denied Hi! In CRM 3.0 web interface during creation of a new case the "subject" choice from the dropdown field is denied for a user. He has all necessary user rights and team memberships, analog to a user without these problems. Does anybody know this situation? Best Regards Michaela Tag: export to excel permissions Tag: 86840
  - 8
    - report not showing results Hello, I have created a report which displayes some information one field being a read only field, when i generate the report the field is blank, any ideas why this would be? also my account ID field just list #ERROR for each account name.? any ideas? Tag: export to excel permissions Tag: 86838
  - 9
    - Mapping Activities to workplace calander Just noticed that when I create an activity it is not registered onto the calander, is there anyway to make this happen? Tag: export to excel permissions Tag: 86834
  - 10
    - Error when going offline One of our users has a CRM lap top client installed. He can't go offline. After he has pressed the 'go offline'-button the process starts, but when 'Initialization of database' starts the Outlook closes and the process is stopped. This happens every time. Is there anyone that has a solution for this ? -- Regards Tvaia Tag: export to excel permissions Tag: 86833
  - 11
    - Direct e-mails When I attempt to use the send direct email button I select which email template to use and everthing seems to be going fine although when I press send I get an error message. "The Microsoft CRM bulk e-mail service is not running" When I go to system settings direct e-mail through mail merge is enabled in campaigns. Im not sure what else could be wrong Tag: export to excel permissions Tag: 86832
  - 12
    - Using Bulk Import Wizard for custom entities Hi, When a Bulk Import Wizard is used from the Tools menu in the MSCRM Application,the "Record Type" field displays only the system entities in the drop down. Can custom entities also be added to this field and import data through this Wizard. Thanks. Tag: export to excel permissions Tag: 86831
  - 13
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  - 14
    - Quick Camaign (marketinglist) - error threefold mail actions Hello. If we create one quick campaign email action with a marketinglist over visual studio it create automaticly threefold mail actions. And alsow the mail activity is not send. If we create this by hand everything works fine. We have install rollup 2. Thanks fpr any help. Rene Tag: export to excel permissions Tag: 86823
  - 15
    - Disable IFRAME or Section Does anyone know how I can disable an IFRAME or an entire section on a form? I've tried several things but haven't found the solution yet. By disabling I mean showing the content, but not allowing the user to change anything. Tag: export to excel permissions Tag: 86821
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  - 20
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  - 21
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  - 22
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  - 23
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  - 24
    - Literature Activity We are using MSCRM 3.0 and know that (unfortunately) CRM does not permit the creation of new activity types. One of the things we want to do is record when we send sales literature to a given Account so that we can then check nearby sales that result. How on earth would we go about doing this in CRM? We haven't been able to find a way to do it!! Tag: export to excel permissions Tag: 86790
  - 25
    - Adding a Mobile Phone Number field to a Case View Hi, Is it possible to add the customers mobile phone number field to a Case View ? Thanks Marc Harrington Tag: export to excel permissions Tag: 86787

I need to deny a user export contacts and accounts records to excel.
Although export of opportunities, invoices and so on must be
available. I know this is impossible by design. Any ideas, if I could
provide this functionality with some extensions?

Top

RE: export to excel permissions by FrankLee

FrankLee
Thu Aug 09 23:44:00 CDT 2007

SDK is pretty much the only option for this one.

Good luck.

Frank Lee, Microsoft CRM MVP
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm

"evgeniy_pmsoft" wrote:

> I need to deny a user export contacts and accounts records to excel.
> Although export of opportunities, invoices and so on must be
> available. I know this is impossible by design. Any ideas, if I could
> provide this functionality with some extensions?
>
>

Top