crm help

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- Previous
  - 1
    - Problems opening certain Email Activitys Hello Gents, I have stumbled across a very interesting problem this morning with the CRM 1.2. When re-activating a case, and opening a Email in the history folder, i get the below error, Now, please understand that this only happens on this case, other cases do not have the same problem. This has me stumped, seeing as the activity is in SQL, any information or guidence would be greatly appreciated. *********************************************************** MSCRM Application Error Report -------------------------------------------------------------------------------------------------------- Error Message: 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. Source File: Line Number: Stack Trace Info: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.HttpApplication+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) *********************************************************** Jefferson Tag: crm help Tag: 46836
  - 2
    - 1.2 & 3.0 on partitioned system? Hello Group! We currently have a 1.2 server running on the system and the SQL is on a different system. Can i partition the system to have my 1.2 installation on one partition and install 3.0 server on the other partition? Thanks Kamala Tag: crm help Tag: 46815
  - 3
    - How to personalize the impresion orders? How to personalize the impresion of orders from the option print in orders form. Valentín Collado Tag: crm help Tag: 46809
  - 4
    - What's new in CRM 3.0 ? Whare can I find a description of the improvments available in the new version ? Thanks Tag: crm help Tag: 46803
  - 5
    - Microsoft 3.0 Workflow on a Phone Call Hello! When a phone call activity is created, I send an email to a specific person containing the subject and description of the phone call record. Is there a way to also include the "Regarding" field? I don't see it listed in the fields to insert. Tag: crm help Tag: 46802
  - 6
    - SQL 2005 for CRM 3.0? Can I use SQL 2005 Std or Ent as my database for CRM 3.0? Tag: crm help Tag: 46801
  - 7
    - Business Unit Issue I have a sales rep that has just been moved from BU1 to a different BU2. The sales rep manager (on the user record) has been changed to the manager of BU2. The manager of BU2 cannot see ALL the sales opportunities belonging to the sales rep. I looked at the OpportunityBase table and the "OwningBusinessUnit" id is the old BU1 id. What do I need to do to make the new manager of the sales rep (BU2) see all of the rep's sales opportunities? Thanks, Craig Tag: crm help Tag: 46800
  - 8
    - Order Process? Hi, Our Sales/Customer person is dismayed by the amount of clicking required to sell a product. We just want to sell things, not play with the mouse in CRM. Is there a way to get the Product field into the Order form and start with a product? Why doesn't the price list limit the choice of products available, like the products tied to that price list? Is CRM designed to start with a Quote, rather than an Order? We don't really need to advance Quotes. Can WorkFlow rules help simplify a sale? Such as -Chose Product, Quantity, Account >Create Order, Create Invoice. Instead of-Name Order, Chose Customer, Chose Price List, Save, Navigate and Chose Product (from a full list of products instead of just the price list items), Navigate and chose Unit, Quantity>Save. Seems kind of excessive to the sales person and to me as well. Thanks for any help or suggestions. Sincerely, Tag: crm help Tag: 46795
  - 9
    - Duplicate detection with C360 When formatting this feature will it also be able to pick up "pre-existing" duplicate entries? Thanks Tag: crm help Tag: 46793
  - 10
    - Send Email Permissions We are trying to send emails to a group of contacts using the IE client. We are going to tools, advanced find to define a group of contacts. Then we choose actions, send direct email. When we choose a template and try to complete the activity, we get a message saying that the user doesn't have permission for this action. Our administrative users can perform this action, but the Salesperson and Customer Service Users are not able to complete the action. We have perused the security role settings but are unable to figure out which one is affecting this. Any ideas? Tag: crm help Tag: 46783
  - 11
    - Anyone may provide the TK35006Report_Toolkit_12.zip ? VERY appreci http://mbs.microsoft.com/downloads/customer/TK35006Report_Toolkit_12.zip It can not be download from this website, however, I'm urgently need to rebuild the Crystal Report. So please help~ VERY appreciated!!! Jim Tag: crm help Tag: 46779
  - 12
    - MS CRM 3.0 - Word integration Recently, at a CRM 3.0 event in Dallas, we were shown the ability to access live CRM data within Word. I've touted this feature to a very hot prospect and they'd like to see it in action, but I haven't found a way to show that to them yet. Anybody know of any demos or other information on this? Thanks, A Martin Tag: crm help Tag: 46778
  - 13
    - Please help: Deployment Manager fails I'm trying to update many of the templates in CRM but I am unable to do so because I can't get into Deployment Manager. The exact error I get is Microsoft CRM system administator priveleges are required to use Deployment Manager. That error is then followed by several Snap-in failed errors. I have read the countless posts about this problem and none of the ideas have helped. I have tried the following: 1. Made sure I was using the user that installed CRM which does seem to have full rights in CRM. 2. Made sure the user is a domain admin. 3. Made sure the user has a license. 4. Made sure the databases were not set to restricted. 5. Beat the CRM server with hammer 3 times while screaming at the top of my lungs. The CRM 1.2 server is running on a Windows 2003 Server and SQL 2000 Server is on the same machine. The AD server is on a seperate system. Any ideas would be greatly appreciated. Thank you. Tag: crm help Tag: 46774
  - 14
    - Manager view/access Consider a situation where a manager creates an activity(or account) and assigns it to his sub-ordinates, will the manager still be able to view the activity(or account) record after change of ownership? Tag: crm help Tag: 46769
  - 15
    - Product list in CRM v.1.2 Hi all, i have another question concerning the product list, can i attach an excle sheet that contains my products instead of loging each product one by one as i have over 25,000 products to log? -- Regards, Marwa Tag: crm help Tag: 46768
  - 16
    - email signature Hello there, i've installed MSCRM v. 1.2 and i was asking if i can set an email signature while i'm using the web access interface, is that available? -- Regards, Marwa Tag: crm help Tag: 46767
  - 17
    - Account Activities and History Tabs Does anyone have the IDs for the above? (I must show date created, otherwise the users have no clue about the order in which the activies entered/created) Tag: crm help Tag: 46765
  - 18
    - CRM 3.0 - Training materials, demos? Hi there, I've just received the 3.0 beta version. Does anyone know of any training materials or detailed demos that are available for this version? If anyone has created their own would you be willing to share? Many thanks, Sinead. -- Sinead O''Shaughnessy Tag: crm help Tag: 46764
  - 19
    - E-Mail Router: All incoming Mails are routed twice in CRM Hello, we have the problem, that all incomming mails are routed twice to CRM. Does anyone have a solution for this problem? Thanks and regards, Stefan Tag: crm help Tag: 46763
  - 20
    - Email Template CRM 1.2 - I created an email template related to invoices - all works fine can pick out invoice related fields for body of email etc no problem. Saved template then go into workflow mgr and create a new rule to send an email when an invoice is created using this new template. Problem is that the new template I created isnt shown in the drop down list of templates? Any ideas/suggestions Roger Tag: crm help Tag: 46758
  - 21
    - Problems During installation Hi, I got some problems during installation. I have a testserver. Athlon 1800+ 512 RAM There are installed 2k3 Server Datacenter Edition SP1 full patched, SQL2000SP4, WSUS server and Exchange 2k3 SP2 I got an error at the end of installation saying: Microsoft Customer Relationship Management Server Setup Error Failed to install Microsoft Customer Relationship Management Server. Failed to install MSI part of Microsoft CRM Server setup. Unspecified error (80004005) Any Idea what I should do ? All services are running at the end of installation but the workflowmanager und the webservice doens't work Thx Sebastian Terodde Tag: crm help Tag: 46755
  - 22
    - Custom Web Service: Soap error in WhoAmI() Method Hello, Here is the issue: CRM 1.2 installed on Windows 2003 SP1 on the "CRM" domain. I have created a web service that automatically share a case within a team. The web service is called from a Post URL in a workflow rule at the creation of the case. The paramater passed to the Web Service is "incidentid" I have tested the web service locally, by calling the URL in Internet Explorer (logged with my CRMAdmin) and it works perfectly. Now if I try to test from the CRM app locally or remotely (still using my CRMAdmin) it does not work. From the Web service trace I can see that using the test service page the logon name is CRM\CRMAdmin, which is fine but when I run the webservice through the CRM app, then the Logon name is CRM\CRM-SRV$ (CRM-SRV is the name of my CRM server that is also running SQL Server 2000 sp4). In the event log I get the following SOAP Error (tracked in my web service): System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted 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.Proxy.BizUser.WhoAmI() at WSShareToLevel1.ShareToLevel1.ShareWithTeamLevel1(String pstrDir) I had the same problem before applying SP1 of Windows 2003... My web service is using .Net framework 1.1 sp1... It is very strange as it is working when I test it but not from the CRM. It seems user's credentials cannot be retrieved from the WhoAmI() method... I would really appreciate if soemone can help me. Tag: crm help Tag: 46749
  - 23
    - Failed to import sample data to CRM 3.0 beta Hello, I've same big problems while trying to import the sample database with the wizard. Importing the users ist ok but the, the following error occurs (lots of them): Sample Data Wizard started at 14.11.2005 15:19:59 Refresh with new data set started at - 14.11.2005 15:21:57 fetch organization - 14.11.2005 15:22:35 Created Business Units and Users. - 14.11.2005 15:23:59 Imported workflows. - 14.11.2005 15:25:20 Created Emails - 14.11.2005 15:25:20 Created Subjects. - 14.11.2005 15:25:21 Created Territories. - 14.11.2005 15:25:21 Created Teams. - 14.11.2005 15:25:21 <detail><error> <code>0x80040220</code> <description>The user does not hold the necessary privileges.</description> <type>Platform</type> </error></detail> - 14.11.2005 15:25:21 Error occurred while creating competitors. - 14.11.2005 15:25:21 The wizard finishes without displaying any error, but the database isn't complete (i.e. no products). Can anybody please give me a hint? Many thanks! Reagrds Michael Tag: crm help Tag: 46748
  - 24
    - Quotes How do we create a combined detailed listing of line items of both existing and write in products so that quotes can easily be sent off? Tag: crm help Tag: 46747
  - 25
    - Taxes How do we automate the tax calculation on productsin 3.0? Tag: crm help Tag: 46746
- Next
  - 1
    - Need to dumb down CRM 1.2 Our user adoption rates are pitiful on version 1.2. We purchased c360 in the hopes of bringing those rates up. Still users complain that the product is too cumbersome to use. Soooo the Sales Director has asked if the following is possible to "dumb down" the current version of CRM (1.2) so that users won't be intimidated by the extra options. 1. On the Home Page, can we only have Forecast Manager (c360) and Multi-Field Search listed in the Navigation area (left side) for all Sales Person roles? 2. Can we remove Workplace from the system entirely? No-one uses this. 3. Can we remove Reports? This is something else that users with the SalesPerson role do not need to see. 4. Our Sales folks will only click on the Sales button. Can we only list Accounts, Leads, Contact, Opps, Forecast Manager (c360) and Multi-Field Search (c360). The rest of the stuff is "fluff". 5. When a salesperson clicks on Sales, can it automatically take the user to the Forecast Manager (c360)? Thank you in advance! Tag: crm help Tag: 46741
  - 2
    - Many to Many relationship with CRM 3.0 entities I saw in another post that you can do Many-To-Many relationships in CRM 3.0 by creating an additional entity with many-to-one relationships. Does anybody have an example of this? I have created a seperate entitiy with many-to-one relationships to both entitie's that I want to join. Now how do I get a form to display all the other entities records so I can pick from them and link one as i see fit. Garrett Tag: crm help Tag: 46740
  - 3
    - CRM Queue's I have a question on CRM queue's. Is it possible to have multiple e-mail alias' go into the same CRM queue. I have setup an AD account with the appropriate settings and e-mails which are sent to the primary e-mail address for this account go into CRM. Any e-mail sent to an alias of this account will end up in the Exchange mailbox and not CRM. Thanks for your help! -Mike Tag: crm help Tag: 46732
  - 4
    - CRM Queue's Is it possible to have multiple e-mail alias's go into the same CRM queue? I have the CRM queue and AD account setup. If I send an e-mail using the primary e-mail address for this AD account, everything works correrctly (CRM receives the e-mail and places it in the queue). Any e-mail which is sent to the alias of this this account will end up in the Exchange mailbox but not the CRM queue. I am running CRM 1.2 with Exchange 2000. Thanks, Mike Tag: crm help Tag: 46731
  - 5
    - Error after customizations I made some modifications to the Opportunity form (CRM 1.2), published my customizations, did an iisreset and I'm not receiving the following error message: "SELECT permissions denied on object 'Opportunity'..." Any ideas why this might happen? I have administrative privileges. Tag: crm help Tag: 46728
  - 6
    - does CRM 3.0 support basic authentication? Does CRM 3.0 support basic authentication (assuming using HTTPS/SSL) ? I was getting errors in the right frame of the CRM front end - on most pages - after changing from NTLM to basic authentication. Tag: crm help Tag: 46726
  - 7
    - Upgrading to CRM 3.0 Problems Hello, We're upgrading from CRM 1.2 to 3.0 and are coming across an error we can't get past. After entering all the information it brings up the system requirements screen where it goes through everything to make sure the install will be smooth. Everything checks out except for IIS. The exact error is "The Web site's NTAuthenticationProviders must be Negotiate,NTLM" We've researched the error on the web and found the adminscripts command to make the site Negotiate,NTLM and the get command does show it to be just that but when we restart IIS and start the install again we get the same error. Any idea would be greatly appreciated on this topic as I'm totally out of ideas on this one. Thanks, Pat Tag: crm help Tag: 46723
  - 8
    - lookup link for customer address on account, case, address search The way the address associations are handled today create tremendous gaps in the structure of CRM records compared to the structure of integrated backoffice financial systems records. What should be trivial integration tasks lead to a LOT of workarounds and customers frustration. Here is how we can improve. Abandon the idea of hardcoding first 2 address records on the account form. Add 2 address lookup fields on the account (relationships) that could be used to select any of the account addresses and expose them on the account form (still show individual address fields on the account along with the lookup link). This will allow straightforward integration to the backoffice systems without the headaces of different address info displayed on the customer record in CRM vs backoffice and inability to change the primary address in CRM once it is set. Add Address lookup field on the service call. The vast majority of the customers that use service calls need to track service calls against customer sites and they do not setup an account for each customer site, they setup addresses. Currently we are forced to essentially do account to address integration to deal with this gap. Add Address lookup field on the sales order (Installation address) and display all 3 addresses on the sales order as lookups (just like on the contract, except still show individual address fields). Add search and view functionality for address records - expose address as a real entity in the areas/suareas. ---------------- 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=23ccec08-89c8-47ac-bed3-65fe41faa649&dg=microsoft.public.crm Tag: crm help Tag: 46707
  - 9
    - Full Name Hello, I am trying to create a new entity in CRM 3.0 which will be similiar to contacts with more specific information. I noticed that on Contacts the primary attribute is 'Full Name' which is not displayed on the form. I am guess that it concatenates the First and Last Name on some type of event handler or something but I can not find it. I basically want the same thing where I do not have Full Name on my entity form but a First and Last Name field which will be there own fields as well as the primary field like the method it uses in the Contact entity. Can anybody help me? Garrett Tag: crm help Tag: 46706
  - 10
    - Documentation CD of MSCRM 3.0 Hi there, I've downloaded MSCRM 3.0 beta and in the SDK there's a sample code of dynamicpicklists indicating to be in the documentation CD. Where can i download that cd for this version? or is there any place else to find that code? thanks in advance, Diogo Maya Monteiro Tag: crm help Tag: 46705
  - 11
    - Invoice Number Changes Does anyone know how to change the invoice number after an invoice has been created? Tag: crm help Tag: 46701
  - 12
    - Localization of CRM 3.0 What opportunities does the Dynamics CRM 3.0 give for localization? For example, I need to translate the main menu of the CRM or some forms (Resolve Case, Lookup dialogs etc). Or Can I do this using editing of any resourses in the libraries (dll's)? Where does the CRM hold string tables? Tag: crm help Tag: 46698
  - 13
    - Workflow privileges can't access the workflow manager, etc... onstarting get an alert box: You don't have sufficient Microsoft CRM privileges to run the Workflow Manager. For more information, contact your system Administrator. Have just installed CRM and added three network users. I have tried running workflow manager and got the error above. I am the system Administrator 'Domain Admin' account logged into the server this account isn't added as a licensed user, should it be? I can loginto the interface 'localhost' fine and configure under this account? this is a Pro License... -- Mark Masiak devlinfisher* Tag: crm help Tag: 46695
  - 14
    - Contact Addresses Hi all, Many of out Contact addresses are not 100% correct. This is not a big problem until we want to mailshot contacts and we find we have bad or missing address data. Can anyone offer any suggestion on how to quickly synchronise the address details in our Contacts with those on the Parent Account ? Thanks Ian Tag: crm help Tag: 46693
  - 15
    - crystal report logon error - please check you have enough licenses We are evaluating MS CRM and have installed CRM1.2 on Win 2K3 with AD, SQL Server, Exchange, IIS running on the same box. Everything seems fine except that when I try to access the CRM reports, I get an error "crystal report logon error.please check you have enough licenses". I've researched a good number of posting on the net before writing this but it seems that nothing is able to get reports to work. I would appreciate any suggestions or refferences. - Igor Tag: crm help Tag: 46692
  - 16
    - crystal report logon error - please check you have enough licenses We are evaluating MS CRM and have installed CRM1.2 on Win 2K3 with AD, SQL Server, Exchange, IIS running on the same box. Everything seems fine except that when I try to access the CRM reports, I get an error "crystal report logon error.please check you have enough licenses". I've researched a good number of posting on the net before writing this but it seems that nothing is able to get reports to work. I would appreciate any suggestions or refferences. - Igor Tag: crm help Tag: 46691
  - 17
    - No e-mail entry under MY Work No e-mail entry under MY Work Tag: crm help Tag: 46690
  - 18
    - Security Roles - Queues Hi, We need help on following scenario, we have two BUs (BU A and BU B), two queues (QA associated to BU A and QB associated to BU B), and several users in each BU. When a user out of these BUs assigns a case for example to QA we would like that only users of BU A could write and assign this case. However when we create the security role and despite the QA is associated to BU A, the users from BU B can also write and assign cases in QA. Can you help us in this situation? Do you know what means the previledge Append To in tab Core Records of Security Roles? Regards, Ana Tag: crm help Tag: 46685
  - 19
    - Active Directory user deleted bevore CRM Data switched to other user... I have deleted an Active Directory user bevore CRM Data was switched to an other User. What can i do?? Kind regards Thomas Tag: crm help Tag: 46684
  - 20
    - Action Pack Folks Will CRM v3 be part of the Microsoft Action Pack as CRM v1.2 currently is and if yes, does anyone know when this will be available? Regards Gavin Tag: crm help Tag: 46683
  - 21
    - e-mail connector / Exchange Hi, Does anyone know if the connector of crm 1.2 works with Exchange SP2? Regards, Maarten Tag: crm help Tag: 46682
  - 22
    - Need an advice on hardware specs HI i need and advice I have one server (two AMD Opteron 1.6, 4gb of ram, raid) with Win2003 SQL2000sp4 MSCRM (30 users) Sharepoint (60 users) MS Project Server (30 users) I wonder if i benefit if i move web to another machine (single P4 1.6, 1GB ram, 1 hdd) and leave the first server for SQL only. I would appreciate any comments. Thank you Tag: crm help Tag: 46680
  - 23
    - total cost how much costs we need for software for a middle project? Tag: crm help Tag: 46679
  - 24
    - crm in sap can you help me about new version crm in sap? Tag: crm help Tag: 46677
  - 25
    - Importing Products with Scribe Hi there I've been trying to import Products in CRM 1.2 using Scribe Software. I'm trying to import both Active and InActive products and Scribe Software doesn't allow me to set a value for StateCode in the ProductBase table. So all the products I import are Active. Is it OK for me to edit the StateCode value in the ProductBase table directly to set them InActive?? As in without any 3rd party tools. Do I lose my support if I do that?? best regards Kristjan Tag: crm help Tag: 46668

Hello to everybody,

I'm a new CRM user and newsgroup mailer too!

Somebody can help me to find a good CRM tutorial?

Some CRM structure example ?

Please....

Thanks

Davide

Re: crm help by Eddie

Eddie
Wed Nov 16 03:02:34 CST 2005

Hello davideok@gmail.com,

Hi David. Which version? The Documentation CD contains all the information
you need. They are in PDF format.

Kind Regards
Eddie Fourie
MBS Specialist

d> Hello to everybody,
d>
d> I'm a new CRM user and newsgroup mailer too!
d>
d> Somebody can help me to find a good CRM tutorial?
d>
d> Some CRM structure example ?
d>
d> Please....
d>
d> Thanks
d>
d> Davide
d>

Re: crm help by mscrmexpert

mscrmexpert
Wed Nov 16 05:53:08 CST 2005

All about Microsoft CRM 3.0- read

http://microsoftcrm3.blogspot.com

Thanks,

"Eddie Fourie" wrote:

> Hello davideok@gmail.com,
>
> Hi David. Which version? The Documentation CD contains all the information
> you need. They are in PDF format.
>
> Kind Regards
> Eddie Fourie
> MBS Specialist
>
> d> Hello to everybody,
> d>
> d> I'm a new CRM user and newsgroup mailer too!
> d>
> d> Somebody can help me to find a good CRM tutorial?
> d>
> d> Some CRM structure example ?
> d>
> d> Please....
> d>
> d> Thanks
> d>
> d> Davide
> d>
>
>
>

RE: crm help by MattNC

MattNC
Wed Nov 16 07:40:52 CST 2005

Technet is a great place to get started learning about CRM. Try this link:
http://www.microsoft.com/technet/prodtechnol/mscrm/default.mspx

Just click on the version you are using (technet has info on 1.0 and 1.2
right now).
Good luck.
--
Matt Wittemann
http://icu-mscrm.blogspot.com

"piratasullenuvole@gmail.com" wrote:

> Hello to everybody,
>
> I'm a new CRM user and newsgroup mailer too!
>
> Somebody can help me to find a good CRM tutorial?
>
> Some CRM structure example ?
>
> Please....
>
> Thanks
>
> Davide
>
>