How to filter an Account view on Accounts ahared with a specific t

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Pick fields in dynamic export This may be a simple question to the gurus, but here it is. I am running an advanced find against my activities, but want to include account information when I export to Excel. Based on what I've heard and read, it seems to me that, if I export to a dynamic pivot table, I get the opportunitiy to pick additional columns that are not available when exporting to static worksheets. The only place that I've seen where I can pick additional columns, is in the "edit columns" button within the actual advanced find. However, this does not give me the fields I want. Where else can I get to these additional fields? Thanks for any help you can provide. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77095
  - 2
    - Reports in CRM 3.0 Im running default sales pipeline reports, account reports but im not getting any data, despite the fact that there is valid optys and customers in the system. Tried everything i can think of, anybody has similar experience? solutions? Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77091
  - 3
    - Help - Updated CRM 3.0 refuses to install on SBS R2 CRM 3.0 refuses to install on my SBS 2003 R2 premium server. I was encountering the known issues with CRM 3 on SBS R2 using the CDs that came in the Action Pack subscription so I downloaded the updated CRM CDs from http://www.microsoft.com/downloads/details.aspx?FamilyID=7d418781-69ad-422d-92fa-87fdb2538e2c&DisplayLang=en This copy gave me a different set of problems. The default setup mode pops up a couple errors. The first one is the lack of full text search so I installed that and ran the setup again. The next error was: "The edition 'Workgroup Edition' of the specified SQL Server is not supported by this SQL Server Reporting Services installation. Supported editions are Enterprise Edition and Standard Edition." I installed reporting services for SQL 2k5 express, installed SQL 2k5 SP1, and then configured reporting services. (had to change the reportserver virtual directory to a new app pool though) Now both standard and custom installation modes give me this error: Failed to locate the Web Application configuration file. Verify the file specified in registry value HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft SQL Server\80\Reporting Services[WAConfigFilePath] This key is not in my registry. I suspect it may be because Iâ??m using SQL express rather than full SQL. This SBS r2 premium server is fully updated with latest windows updates, service packs and such. How exactly do I install CRM 3.0 (original, or updated CD) on SBS R2 premium? Iâ??ve already read the CRM 3.0 on SBS r2 and CRM 3.0 implementation guides on the MS site but they didnâ??t help. If I have to upgrade to full SQL 2005 then how do I do this? Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77089
  - 4
    - DST 2007 patch for CRM 1.2 Hello All, Would anyone know if DST 2007 patch is required for CRM 1.2. Greatly appreciated. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77088
  - 5
    - The Settings button keeps disappearing Hi, I'm having a weird problem when I access CRM using the web client. When I access the site, I see all the buttons (Workplace, Sales, etc) except the Settings button. If I reboot, the button is back. My security role is system Admin. Any idea what is wrong? Thanks! Simon Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77087
  - 6
    - Lets play stump the expert! I can access CRM through the internet. I can open the main screen and change screens from account to contact to task, etc. But on one laptop(mine of course) when I try to open an "Account" or "Contact", a window will appear but never populates with anything but a pretty blue(no detail). Lets throw in a little more just for fun, I can open a "Task" and even my custom entity. Have fun, Antony Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77086
  - 7
    - Seeking CRM 3.0 User Training - Nashville, TN Hello All, I am seeking some end user training for CRM 3.0. I live in Paducah, Kentucky. The closest city is Nashville, TN at 2 hours away. I have been searching for instructor-led training, but have not found anything particularly close to me. I was wondering if anyone knows of a party that performs CRM training in this region. I appreciate any assistance that anyone can provide. I can be reached by email at amy.clevidence@winscribe(NO SPAM).com. Amy Clevidence Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77083
  - 8
    - Permission to view Service Calendar? What permission do I need to set to allow people assigned a security role to view the Service Calendar? I want to be able to allow groups of people to view the entire calendar. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77082
  - 9
    - Edit system attibute view Hi, I have a request that we would like to modify the view on the 'close opportunity' record. Basically we want to add a couple of extra attributes to the record. Is this possible to do or because it's a system attribute this isn't possible? Many thanks for any help given. Mark Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77079
  - 10
    - CRM Client for Outlook toolbar doesn't work Have CRM Outlook client, and worked well when I was in the office yesterday. Went "offline" and all seems fine. However, today I find that the CRM menu, and CRM toolbar do not work. I can see them, but the buttons do nothing. I am running on Vista, and have the latest CRM upgrade. Any ideas? I have tried removing CRM from COM Add-ins, and putting it back - did not work. Yours very confused Dave Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77073
  - 11
    - Another one mistake, sorry Sorry, I found that there is an error in the application log on exchange server But the messages still do not route Event Type: Error Event Source: MSCRMExRouter Event Category: None Event ID: 0 Date: 21.02.2007 Time: 17:15:35 User: N/A Computer: EXCH01 Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Delivering message: Re: Ð¿Ð¾Ñ?Ñ?Ð°1 CRM:01290051 in mailbox: crmsales failed (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.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage)). ---> 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.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.DeliverIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message attachedMessage, Message envelopeMessage) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) -- Best regards, Alexander Baskakov Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77068
  - 12
    - CRM, reports, and IE7 I'm having a specific issue with Internet Explorer 7 and MSCRM 3.0. For the most part, CRM works fine. However, when anyone tries to run a SQL2000 Reporting Services report from within CRM (either the Outlook or web client), it gives one of those nifty full-page errors. If I go straight to the report server, through IE7, I can run the report just fine. Has anyone else had this issue? Does anyone know how to fix it? Any help would be greatly appreciated. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77066
  - 13
    - Replies do not route back into CRM Hi, friends. I have a problem with our CRM router which I can't work out for several days. Replies on outgoung e-mails, which were sent from CRM and which had tracking tokens their subjects, do not appear inside CRM application as closed e-mail activities. The router service runs under domain user account having System Administartor security role in CRM and Local Admin rights on the exchnage sever (2003). This account as well as Exchange server computer account is a member of PrivUserGroup. There are no errors in any of event logs. I have attached an e-mail box of router user (created during router installation) to my Microsoft Outlook and visually have seen that each reply comes to this e-mail box into "inbox" folder. After 30-60 sec each reply message which has tracking token moves to "Undeliberable" subfolder of "indox" folder. And each message which has no tracking token simply disappears. I've enabled tracing on the server and catched one error from the tracing files, but I can't understand what it means (see below). I've already tried to re-install the router. I does not help. What can I do else... Have no idea. Any help will be greatly appreciated. >Crm Exception: Message: , ErrorCode: -2147218683, InnerException: System.Runtime.InteropServices.COMException (0x80040B05) at Microsoft.Crm.NativeInteropProxy.CRMInteropEmailClass.DeliverIncoming(CUserAuth& Caller, String MessageId, String Subject, String From, String To, String CC, String BCC, String SubmittedBy, String Importance, String Body, CEmailAttachment[] Attachments, Int32 Count) at Microsoft.Crm.ObjectModel.EmailService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.WebServices.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) [2007-02-21 15:58:34.7] Process: w3wp |Thread: 1816 |Category: Platform |User: e99f7e83-7e15-4b84-98db-d642feef5728 |Level: Error | CrmSoapExtension.ProcessMessage at CrmSoapExtension.ProcessMessage(SoapMessage message) at SoapMessage.RunExtensions(SoapExtension[] extensions) at SoapServerProtocol.WriteException(Exception e, Stream outputStream) at WebServiceHandler.WriteException(Exception e) at WebServiceHandler.Invoke() at WebServiceHandler.CoreProcessRequest() at SyncSessionlessHandler.ProcessRequest(HttpContext context) at CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) at HttpApplication.ResumeSteps(Exception error) at HttpApplication.System.Web.IHttpAsyncHandler.BeginProcessRequest(HttpContext context, AsyncCallback cb, Object extraData) at HttpRuntime.ProcessRequestInternal(HttpWorkerRequest wr) at HttpRuntime.ProcessRequest(HttpWorkerRequest wr) at ISAPIRuntime.ProcessRequest(IntPtr ecb, Int32 iWRType) >CrmSoapExtension detected CrmException: System.Web.Services.Protocols.SoapException: . ---> at CUserAuth& Caller, String MessageId, String Subject, String From, String To, String CC, String BCC, String SubmittedBy, String Importance, String Body, CEmailAttachment[] Attachments, Int32 Count) at Microsoft.Crm.ObjectModel.EmailService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) at Microsoft.Crm.WebServices.EmailWebService.DeliverIncoming(String messageId, String subject, String from, String to, String cc, String bcc, String submittedBy, String importance, String body, BusinessEntityCollection attachments) --- End of inner exception stack trace --- -- Best regards, Alexander Baskakov Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77062
  - 14
    - Error message during login:not a registered user of the applicatio Hi , i receive following error during login: Error during login, you are not a registered user of the application. Does the mobile user need special rights ? The CRMMobileErrorLog.txt : TIM]02.21.2007 12:22:20 [CMP]rdaMsgBusErrorTrace [LVL]0 [EVT]0 [TXT]Exception details : Message : WebException Extra Info : Status Code : UnauthorizedStatus Description : Unauthorized Exception Contents : System.Net.WebException: WebException bei System.Web.Services.Protocols.SoapHttpClientProtocol.doInvoke() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.Diagnostics.MessageBusService.CancelMessages() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.RdaMessageBus.ProcessCancelMessages() bei Microsoft.BusinessSolutions.Mobility.RdaMessageBus.RdaMessageBus.Synchronize() Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77059
  - 15
    - CRM tasks synchronization Can a CRM user create tasks in CRM for someone else and have it synchronize into Outlook for that other person? I've enabled the synchronization from the Outlook client and my own tasks are synchronizing but tasks for others are not. Thanks in advance, Dawn Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77058
  - 16
    - CRM 3.0 Server Error in '/' Application when accessing Reports via Hi, I've got a server running Sharepoint 2003 and CRM 3.0, both using SQL 2000 Server, which is a separate server. All Windows Server 2003. The default website on the CRM site has always been stopped and the CRM site has a host header, the CRMReports folder is inside the CRM website. No SSL enabled on the CRM site. All has been running fine until the last couple of days, now when we go to http://crm and click on 'Reports' in the CRM app via IE, we get the following error: Microsoft CRM Unhandled Error Details: Server Error in '/' Application. -------------------------------------------------------------------------------- The request failed with HTTP status 400: Bad Request. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.Net.WebException: The request failed with HTTP status 400: Bad Request. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [WebException: The request failed with HTTP status 400: Bad Request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1352 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +48 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +401 Microsoft.Crm.Reports.Home.ConfigurePage() +912 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +20 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 On the SQL Server, there is also the following error in the security log, not sure if this is related: Event ID: 529 Logon Failure: Reason: Unknown user name or bad password User Name: SQLService Domain: ourdomain Logon Type: 2 Logon Process: Advapi Authentication Package: Negotiate Workstation Name: FS01 Caller User Name: SQLService Caller Domain: ourdomain Caller Logon ID: (0x0,0x1E68FE) Caller Process ID: 4432 Transited Services: - Source Network Address: - Source Port: - I've checked the services on both servers, and all seem to be running fine, there are no other errors, sites are running, everything looks normal. As far as i'm aware nothing has changed on either server, however the other systems engineer said he'd updated .net on the sharepoint/crm server last week, but it'd been working okay since then. I would greatly appreciate any suggestions or help! Thanks. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77057
  - 17
    - What is the Matrix Hi All, When I install the Microsoft Outlook Client and I start MS Outllook, I get the following message: "The Microsoft CRM Outlook client needs to be upgraded before it can continue to be used. Microsoft CRM will be disabled this clinet. Contact your system administrator for upgrade instructions." Please help me, because when I Google this message I can't find the solution. Thanks, Bülent Uçar Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77049
  - 18
    - There is a problem communicating with the Microsoft CRM Server Hello ALL, I have a problem with my CRM Client for Outlook. The CRM Server 3.0 is on a Windows 2003. Wenn I add in IIS 6.0 the server name (FQDN and NETBIOS NAME) as a multiple identities and remove the default web site i can access to server with the CRM Outlook client but I cannot access anymore with the CRM Web Client. And wenn I remove the server name (FQDN and NETBIOS NAME) and put back the default web site the Web client is working but not the CRM client for Outlook. Error in CRM client for outlook: The microsoft CRM Server is unavailable. There is a problem communicating with the Microsoft CRM Server. The server might be unavailable. Try again later. if the problem persists, contact your system administrator My environment: Windows XP SP2 Office 2003 Pro SP2 thank you for help. Ousman Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77048
  - 19
    - how to import activitie's history do someone know by a chance how to import history records of account activities(phone calls) or account remarks, into the CRM? thanks in advance, Eliran Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77045
  - 20
    - business unit description field Hi! I see there is a "description" attribute in "business unit" entity. but we could not edit the form for "business unit". Does anyone know how to add this "description" field to the form? Thanks! Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77043
  - 21
    - I receive an error message during login from mobile client.SQL8000 Hi, iÂ´m getting following error message from the mobile client: in the CRMMobileErrorLog.txt on the mobile client: SQL CE exception Error Code: 80004005 Message : [ tblOutbndQueueError ] Minor Err.: 28544 Source : Microsoft SQL Server 2005 Mobile Edition Err. Par. : tblOutbndQueueError Exception Contents : [ tblOutbndQueueError ] [TIM]02.21.2007 09:36:56 [CMP]mMBSException [LVL]0 [EVT]3080 [TXT]Nicht verarbeitete Ausnahme. Exception details : Message : ThreadAbortException Exception Contents : System.Threading.ThreadAbortException: ThreadAbortException bei System.PInvoke.PAL.Threading_Event_Wait() bei System.Threading.ManualResetEvent.WaitOne() bei Microsoft.BusinessSolutions.Mobility.Threading.WorkerThread.WorkerFunction() [TIM]02.21.2007 09:36:57 [CMP]mMBSException [LVL]0 [EVT]3080 [TXT]Nicht verarbeitete Ausnahme. Exception details : Message : ThreadAbortException Exception Contents : System.Threading.ThreadAbortException: ThreadAbortException bei Microsoft.AGL.Forms.EVL.EnterMainLoop() bei System.Windows.Forms.Application.Run() bei Microsoft.BusinessSolutions.Mobility.DeviceApp.CRMAppShell.Main() Https connection is working from the palm and the laptop, the palm is connected to: https://servername/ssCERDA https://servername/CRMMobileSubscription/msgbus.asmx https://servername/CRMMobileSubscription/Subscriptions.asmx SelfSSL certificate is in use. Any solutions ?? Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77041
  - 22
    - Newbie Dumb Question re Quotes/invoices Hi, i am very new to CRM, and I have it running and working on my network. Anyway, my question is in relation to using it. I have successfully setup my products, price list, contacts, accounts, etc. I then proceeded to run through a test process from start to finish. I created my lead, then made it an opertunity, then i created a quote, added my products, etc. Now heres the part where i'm confused. Once i have created and made avtive my quote, i want to print a copy off to give to my customer. When i try to print the quote, i get a basic dump of the info on my screen, no nice presentable quotation. So my question is how do i go about doing this? It is probaly a really dumb question, but i am a systems admin, not a customer relations manager, or sales person, i just need to get it all working for my boss. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77030
  - 23
    - CRM SQL error When I try to open CRM I get this error message: Cannot open database "metabase" requested by the login. The login failed. Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. Any help to resolve this issue would be appreciated. Thanks, -Rick Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77019
  - 24
    - CRM SQL error When I try to open CRM I get this error message: Cannot open database "metabase" requested by the login. The login failed. Login failed for user 'NT AUTHORITY\NETWORK SERVICE'. Any help to resolve this issue would be appreciated. Thanks, -Rick Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77018
  - 25
    - CRM Deployment in an organisation with 2 physical sites Hi, Is it possible to have 2 crm servers installed for an organisation with one domain, that has 2 physical locations? At the moment we have a crm server, and a sql server located in one site, but were looking at setting up another crm server at the second site to speed up the loading process. Both crm servers will be connecting to the same sql server database. Is this possible? Thanks Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77016
- Next
  - 1
    - Move Account activity to contact Hello, We just did an ACT to CRM 1.2 migration and we want to do some customizing on the data. In CRM 1.2, does anyone know how to assign the account activities, history, notes to the primary contact of the account. We are basically going to have only contacts in CRM and delete all the accounts, but the activities are linked to the account, not the contacts. Thanks in advance. Lance Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77015
  - 2
    - How to group contacts Hi, I am trying to create groups for contacts in CRM 1.2. I am assuming that I must use the territorycode(int) field, but am not really certain how to do this. I know there is way to group accounts with the sales territory option, but we really need to group the contacts. Thanks in advance, Lance Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77012
  - 3
    - Loading lookup field text into another form field I am using an 'onchange' event against a lookup field to populate another form field using crmForm.all.nswit_schoolname.DataValue = crmForm.all.nswit_schoolsemployedid.SelectedText but cannot seem to make it work. Tried it on a form save event as well. Simple but ??? The reason for this is that I am attempting to update an attribute in a parent entity with the latest value in a linked entity using workflow. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77010
  - 4
    - What "views" I've create some reports for our various needs, and have been fairly successfull doing so (e.g. writing the query, joining needed views, getting the rdl up and going, etc.) I'm attempting to create a stored precudure (first just a T-SQL query) that I will use to create a customer quote. I'm unsure what joined views to use when I'm initially pulling data from the "FilteredQuote" view. Some are obvious like "filteredquotedetail" but when it comes to upstream data such as the Account ID, I'm not sure what views to join. Does anyone have a process they use for deciphering what tables/views should be joined to the main "view" they are using to query data? -- Sketchy Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77008
  - 5
    - Add Salutation to fullname field I would like to change the behavior of the Contact fullname field so that it will include the salutation field. Any specific help that can be provided would be most appreciated. Thanks! ~Dave Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77006
  - 6
    - New Territory Strategy Our Sales executive had a bright idea last week to revamp all of the territories in the Sales Department without talking to anybody about it outside of Sales. We are a volume based business so for under 20,000 volume, we have reps for three areas of the U.S. Over 20,000 we have reps for eight areas of the U.S. What is the best way to map that out in CRM? Thank you. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77004
  - 7
    - A SQL Server error occurred. Beginning yesterday we are getting the following error when trying to make any update or change in our Microsoft Dynamics CRM. "A SQL Server error occurred. For more information contact your system administrator." The error began when I tried to update my user profile and has grown exponentially to the point where we can only view current information - we can not make any changes. As far as I know there were no changes made to the SQL Server in the past two weeks. I don't know what version of the SQL Server we're running - I'll post that as soon as I can get the information. Thanks for any help! Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77003
  - 8
    - BCM 2007 data to CRM 3.0 I am trying to migrate data from Business Contact Manager 2007 to CRM 3.0. Once i select the database that is the BCM data it gives me a warning that the database is not upgraded to Business Contact Manager v2.0. I imagine that is because it does not support BCM 2007 yet. Does anyone have any thoughts on how to get this data from the BCM to CRM? James Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77002
  - 9
    - Cancelling expired contracts There appears to be no way of distinguishing contracts with have expired and we know that they will not be renewed and contracts which have expired but we may still be belatedly planning to renew. Is there anyway to change the status of an expired contract to cancelled? Is the only option to delete the contract? We don't like this as we lose the history. Are there any other fields we can update (by workflow perhaps) in an expired contract so that we can distinguish between these two states? Any help gratefully received Thanks Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77001
  - 10
    - My CRM menu item in the Outlook add-in has disappeared Very annoying. I can't find the Menu item for CRM from the Menu bar in Outlook. I've looked everywhere, especially in "customize toolbars". The Outlook add-in is still working, and the CRM toolbar is there, but without the menu item I can't do things like synchronise and set local data. I don't really want to re-install the add-in as I'm afraid it will mean I have to reset all the synchronisation items, which would be a big pain... -- Mike Bristol, UK CRM user www.crmuser.blogspot.com Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 77000
  - 11
    - Locking Down and Securing CRM v3.0 I'm looking for some examples of how people are securing access to CRM data. We currently use a combination of CRM roles and c360 for field level security to limit users access to the data that impacts their job or duties. However, when using the CRM Outlook client, c360 does not carry over offline. This leaves data open to users when they are offline. These offline users can modify any data they wish (depending on their role). These updates are then synched when they go online. Has anyone written any custom code or have another solution that will allow CRM to be secured when offline? Thanks, James (Jimmie) Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76999
  - 12
    - SBS 2003 SP1, CRM 3.0 and .Net updates I updated the SBS server to .net 2.0, applied the security patches to .Net 2.0, updated to .Net 3.0. Now the Outlook 2003 cannot connect to CRM. Any ideas? Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76998
  - 13
    - SharePoint Portal Integration Hello group, my company implemented Dynamics CRM 3.0, but not everybody has access to CRM, is there a Integration with SharePoint at Contacts level? to access the CRM contacts through Sharepoint? Regards Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76997
  - 14
    - Can't logon with the admin account I have an internship in a small company and one year ago another intern installed MSCRM, since nobody has used it. Now, when I try to log in with the admin account I have an authentification error. Furthermore (maybe there's a link with my error), when I go to server license I can see : user's license (used) : 0 Is somebody has an idea to solve my problem? Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76996
  - 15
    - MS CRM Dynamic Export - how to avoid losing Excel edits When I export as a Dynamic (so I can choose additional columns) Excel file and make edits, I save the file, and when I re-open it I lose my edits. How can I save the file with my edits? The static export does not give me what I need. Thanks in advance for any help. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76995
  - 16
    - Removing Campaign Templates and Template Activities from default v I am trying to figure out how to prevent template activities and campaign templates from showing up in default views in the "Activities" section of CRM as well as the "Advanced Find" and "Regarding" views. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76993
  - 17
    - Data migration and relationship question Hi I am wanting to migrate data using the DMF from our bespoke system into CRM. We have 2 tables which contain Company incl Address and People. The first table contains multiple entries for the same company only with different addresses for the various sites. The People table has contact records that relate to individual company sites. I believe I'm wanting to create records in the DMF database in the following tables. Account, Contact, CustomerAddresses. In CRM I want to show that each address is related to both the Account & Contact but it seems that I have to make a choice whilst migrating data. The DMF CustomerAddresses table requires me to state whether the address has a relationship to either the Account or Contact. I want both. Any help appreciated. Thx Chubbly Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76992
  - 18
    - Mail merge questions regarding mass e-mails Hello all, We are utilizing MS CRM version 3.0 and plan to use mail merge functionality to communicate information to our customers. I have some basic mail merge questions that I'm hoping someone can help with. (1) Is it possible to have the the mail merge e-mails come from a generic company mailbox as opposed to the users specific e-mail address (they have a mailbox set up already). (2) When mail merge is used to communicate to a large list of recipients, how can we set it up so that the emails will go out as a Bcc: instead of a To: or Cc: (i.e. in order to avoid e-mails going out showing other customers email addresses) (3) With mail merge e-mails generated from CRM, where will the kickbacks go (i.e. will they go back to the generic e-mail account that we would like to use to communicate our mail outs). Thanks in advance for any help on these RJ Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76991
  - 19
    - bulk e-mail disabled I have a user trying to send out an email to multiple contacts within an Account. When he tries, it gives him an error message: Bulk E-Mail service not running. I went to server and checked and it is indeed not running and is in fact disabled? According to my install procedure and notes, I never did anything to disable this service. I am nervous to turn it on if it is disabled by default? CAn someone shed some light on this for me? Thank you. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76989
  - 20
    - error writing to adodb.dll on 1.2 to 3.0 upgrade We need some help. We did an upgrade of a 1.2 CRM server yesterday to 3.0. It had an error "Error writing to file:adodb.dll. Verify that you have access to that directory." The install log ends with SQL Server Reporing Services failed. The CRM pages come up, but most links error out. Where do I turn now? Does anyone know what permission it's missing? Then, what do I do with this install? Can I rerun in the upgrade or reinstall again? Thanks for any help. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76985
  - 21
    - A simple Question This may seem very basic but I am going to ask the question anyway :) I have CRTM setup and working on sbs2003 and runs fine and we are slowly learning lots about it. I have no problem creating leads, accounts, contacts etc etc However I receive a large amount of emails which I want to create as leads. I can do this but it seems a long way round the way we do it as we have to fill in the details from that email. Is there a simple way of once the email is received simply clicking somewhere in outlook 2007 or anywhere else that simply creates the email immediateley as a lead with the information from that email . Hope you understand what I mean but it is really a long way round when i receive a large amoutn of emails which are simply leads NOT opportunities until investigated further Thanks Mark Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76981
  - 22
    - Missing Settings TAB Hi, bit frustrating I have set up MS CRM PRofessional in the prescribed manner. When I open outlook there is no settings option in hte navigation pane. The user that is signing in is set as System Administration the Restricted access button is off. I see everything else. Sales services marketing. Obviously without this Icannot set up any product lists. I must be doing something wrong but I can't see it. Any help would be gratefully recived. Regards Paul Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76980
  - 23
    - Deactivated contacts show up under accounts When I look at the contacts listed under an account, deactivated contacts also show up. This is confusing as it includes duplicate accounts that have been merged. -- scoan Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76978
  - 24
    - Form defaults Why is it that when a lead is converted to an account the defaults you have setup for the account do not populate? they show up as blank fields. Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76977
  - 25
    - CRM Mobile Integration service fails Hi, after installling CRM Mobile the device registration service is running and the CRM Integration Service fails . It is possible to ping the FQDN Name of the CRM server. Also changing the CRMMobile.exe.config and changing the FQDN name to the machine name caused no changes . The Service is still stopping and starting. Markus Tag: How to filter an Account view on Accounts ahared with a specific t Tag: 76975

How do I create a simple Account view that is filtered on accounts shared
with a specific team?

RE: How to filter an Account view on Accounts ahared with a specific t by FrankLee

FrankLee
Wed Feb 21 17:30:50 CST 2007

The current view criteria won't be able to handle this filter.

You will have to either use CRM Report via SRS or SDK to generate display
this info.

Frank Lee, Microsoft CRM MVP
Workopia, Inc.
http://microsoft-crm.spaces.live.com

"Ken Florian" wrote:

> How do I create a simple Account view that is filtered on accounts shared
> with a specific team?
>
>

Top