Add lines to a renewed contract

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- Previous
  - 1
    - CRM Setup couldnot find a valid organization on the specitied data What's the matching info between the database and active directory? I try to modify them to match each other. Tag: Add lines to a renewed contract Tag: 40837
  - 2
    - What's the relationship for the CRM database in SQL SERVER? How many CRM database in SQL server? I can see 2 databasee: X_CRM.mdf and X _METABASE.mdf But the master.mdb is also store the CRM data~~~ So how many database the CRM use? and What's the relationship for them? Cheers, Jim Tag: Add lines to a renewed contract Tag: 40836
  - 3
    - Customizing CRM We have set up the CRM and have a large database. We are now in the process of customizing and adding new fields. We would like to be able to populate these fields from an excel file. How do we do this? -- Linda Tag: Add lines to a renewed contract Tag: 40834
  - 4
    - defined default value to lookup hi, i need to put a default value to pricelistid on quote page , i have one pricelist only and i want to saveing from users to fulfill this field ' did someone do it before TY Tal Tag: Add lines to a renewed contract Tag: 40833
  - 5
    - MS CRM - Arabic edition Hi all We've got a customer wanting to have the UI in Arabic language. I understand that on top of English edition, we need to install the Arabic edition. What I'm aware of is during the implementation phase of the project, will the MS CRM implementation team need to know Arabic and have all the fields displayed in Arabic? Or is there an option where the fields can be in English and then converted into Arabic as and when required. Request your thoughts and past experiences on such situations. Thanx in advance -- Regards Paras Tag: Add lines to a renewed contract Tag: 40832
  - 6
    - E-mail Router & Cluster Exchange 2003 Hi, I have a question for you. Can I install CRM-Exchange E-mail Router in an enviroment with two nodes of cluster of Exchange Server 2003? If the answer is YES, please tell me, how can I do that? Thanks for your help. -- Rosita Andrade Tag: Add lines to a renewed contract Tag: 40830
  - 7
    - Microsoft CRM 3.0 - WOW! I'm surprised to be the first to comment on the outstanding application we saw demoed at Microsoft's Worldwide Partner Conference this week. In a word, "Wow"... To all of you who have been hanging in there with what I'm sure MS would agree was a less than fully functional 1.x product, you are about to be rewarded... There are so many fantastic new features that I can't possibly cover them all here. Suffice to say, I believe that at least 90% of the shortcomings in the 1.2 product have been addressed, and some terrific new functionality has been added as well. Some of the highlights include: - fully customizable home page (and activities). They demoed a CRM Home page that looked like a portal, consisting of Share Point web parts, including three graphs. - Ability to add custom entities. You can rename all of the CRM tabs (hurrah! can change Contacts to People, etc.) You can add new tables, and specify M:M relationships between any CRM object, including custom ones. - Everything looks much more like Outlook, and the integration appears to be much tighter. - Great enhancements to Excel exporting, including the ability to create a live link Pivot table (data updated in your PT as it changes in CRM!). - Advanced Find can now query across objects, with a highly intuitive And/Or grouping of lines. And you can save queries, and they show up right in the Views for that object! (You can share them too.) - Quick Campaigns can be created on any advanced find result set, with sophisticated, full-blown marketing functionality built in. (They even had a "Email via Mail Merge option" on the menu - and the email GUID appears to be history as well, and tracking email conversations looks easier) - They have added a very sophisticated Service Scheduling module. - Greatly enhanced reporting capabilities via SRS - Simplified deployment (all customization/publication done through IE GUI) Like I said, that's just a short list. Get ready folks, CRM 3.0 will be the product everybody has been waiting for. Kudos to the CRM Dev team for a great job! Dave ------------------------------------------------- David L. Carr, President Visionary Software Consulting, Inc. Main #: 971-327-6944 To download a fully functional trial version of VAST, the Visionary Audit System Tools for Microsoft CRM, visit http://www.vscrm.com/trial.htm Partners, be sure to come by booth #806 at the WPC to see our new VAST Insights historical data query tool in action! Tag: Add lines to a renewed contract Tag: 40824
  - 8
    - Importing contacts for various users Is there a way to use the import procedure to bring multiple user's contacts into MS CRM at one time? In my tests, the account owner defaults to the logged in user at the time of the import. Thanks, David Tag: Add lines to a renewed contract Tag: 40817
  - 9
    - MS CRM 1.2 and MS SQL SERVER REPORTING SERVICES CAN MS CRM 1.2 CO-EXIST WITH MS SQL SERVER 2000 REPORTING SERVICES? WE CAN ONLY GET EITHER CRM OR REPORT SERVICES TO WORK NOT BOTH. THANKS. Tag: Add lines to a renewed contract Tag: 40813
  - 10
    - Report Parameters in URL Problem I have created a report that accepts multiple discrete parameter values. However, I do not know how to specify multiple values in the URL. The report works fine when specifying only one value. What am I doing wrong? Any help would be appreciated. Please see the url below: http://crm01/Reports/viewer/html/viewer.aspx?id=42232&promptex-Status=Open&promptex-Name=John+Smith Tag: Add lines to a renewed contract Tag: 40812
  - 11
    - Strange CRM Performance Issue My company deployed CRM for several months. Performance was quite OK until two weeks ago, strange things started to happen after we deploy SharePoint portal. Not sure they are related. CRM has its stand alone web server. but share the same db server with a number of applications including SharePoint. It doesn't look like database is the performance bottle neck. But the plan is to move CRM to it's stand alone db server in the near future. The symtom is: 1) loading up CRM took a long time, sometimes time out. But sometimes after it took a long time and still nothing happened, I closed the browser window, and then opened another browser window, CRM sometimes loaded right away. 2) navigating to different areas of CRM took a long time 3) open a crm record took a long time. 4) updating and save a crm record took a long time, especially actions like changing owner of a record. 4) Same issues in Outlook client. In addition, promoting an email took a long time, time out, or received an error. Sending crm email also took a long time, time out, or received an error. We monitored performance both on the database server and web server, but the results were quite acceptable. Is it because the http request took a long time to get to the web server? However, the web server responded reasonably fast after the request did get through? No clue yet. Any help will be very appreciated! Tag: Add lines to a renewed contract Tag: 40811
  - 12
    - SystemUserID in SystemUserBase I have been testing to see if a disabled user can be reactivated and show up with a SystemUserID in the SystemUserBase. From what I can see it will will show up as a new account. The AD account was disabled from AD quite some time ago. I notice tha the Object GUID that is viewable with ADSIEDIT in AD does not corrospond with the SystemUserID. If I new how the SystemUserID entry was created I could manually create the record in the table. I least I think I could. Anyone know how they are created under the hood. It would be a bit tedious to go through the license table to see if the associated account does not exist and then we could remove the record. Any Ideas. Tag: Add lines to a renewed contract Tag: 40809
  - 13
    - The .mdf is 150MB, but export to .xml, only 50MB? Losing data? Tag: Add lines to a renewed contract Tag: 40802
  - 14
    - How to? Import .xls to a new installed CRM??? URGENT!!!!! How to? Import .xls to a new installed CRM??? URGENT!!!!! Many thanks. Tag: Add lines to a renewed contract Tag: 40801
  - 15
    - Activate Order I create 2 manuel rule from Workflow manager at below: 1. Manuel Rule Change state to : Submitted 2. Manuel Rule Change state to : Activated I run first rule when order is Active and Order is submitting. After that I run second rule when order is submitted but it cant run and I see "An error has occured" message. Does anybody help to me? How can I activate "submitted order"? Best Regards, Tag: Add lines to a renewed contract Tag: 40793
  - 16
    - Adding values to "OpportunityCloseActivity" I'd like to add more values for "Status Reason" for when my users close an opportunity. However, the Close Activity is a popup window that I can't find when I go to the system customization while logged in to MS CRM. Is there anyway to add values to this?? I see the fields in Deployment Manager (OpportunityCloseActivity/statuscode), but obviously I can't change anything there. Thank you very much for any help! Tag: Add lines to a renewed contract Tag: 40788
  - 17
    - appointment how do we accept or decline an invitation (appointment) in CRM 1,2 (not using Sales for Outlook) Tag: Add lines to a renewed contract Tag: 40787
  - 18
    - Sharing function Hi, I have a problem with the sharing function. I have this error: ....the Business Unit can be inactive or deactivated...... It's no true. Can somebody help me? Thanks Tag: Add lines to a renewed contract Tag: 40780
  - 19
    - Error when trying to connect to crmweb When trying to connect to http://crmweb i get the following error. Server Error in '/' Application. ---------------------------------------------------------------------------- ---- Parser Error Description: An error occurred during the parsing of a resource required to service this request. Please review the following specific parse error details and modify your source file appropriately. Parser Error Message: Could not load type 'Backup.Global'. Source Error: Line 1: <%@ Application Codebehind="Global.asax.cs" Inherits="Backup.Global" %> Source File: C:\inetpub\wwwroot\global.asax Line: 1 Tag: Add lines to a renewed contract Tag: 40779
  - 20
    - Recieving an error when opening CRM e-mail????? When a response to a CRM E-mail is received, it is automatically attached to the CRM Record (Opportunity, Account, Lead) as activity history. In order to further respond to the CRM E-mail and continue the thread the user has to do this from the CRM Activity History on the record. Sometimes when the e-mail is opened in CRM it contains this warning message: "The e-mail below may contain script or content that is potentially harmful and has been blocked. Unblock" With this error message, the user can not respond or forward the e-mail from CRM. The e-mail form blanks out and the user gets an internet â??Page can not be displayedâ?? error screen. You will see this message on the CRM E-mail when you open it. What could be causing this? -- Mike At DSI Tag: Add lines to a renewed contract Tag: 40776
  - 21
    - Sending email to queue user from LAN fails Is it normal that email sent to a queue user from an external recipient works fine but email sent from a local user on the domain fails to arrive? Is this by design? Tag: Add lines to a renewed contract Tag: 40773
  - 22
    - Upgrading windows 2000 CRM server to windows 2003 server Does any know of a procedure or KB article that covers this. Thanks Ken Tag: Add lines to a renewed contract Tag: 40772
  - 23
    - Rule ? CRM 1.2 Sales prof. I have made a manual rule that updates 3 custom account fields from true to false. They worked fine before but now the customer get an error stating that he isn't allowed to make the change. The systemadministrator with all rights can't apply the rule either. Can it be because of the rollup fix or something ? It is a very simple rule so I don't have a clue, can anyone help me out here, thank you ! Any thought is welcome ! Jack Tag: Add lines to a renewed contract Tag: 40771
  - 24
    - Report consultation crashs Hello, I've noted that Crystal Enterprise for MS CRM doesn't work very well in my deployment : - Sometimes it works - Sometimes nothing loads after long time - In the most cases, I get this error : "updateViewState failed" In that last case, I've verified : APS is running. I don't have a lots of users accessing simultaneously Crystal Enterprise, but we have imported around 2000 accounts and 6000 contacts. Has someone experienced such problems ? Could it be an hardware requirement problem ? Thanks for advance -- Michael MARTIN BrainSoft (France) Tag: Add lines to a renewed contract Tag: 40770
  - 25
    - mysterious relogin after 15 mins Hello, after about 15 minutes of working with MS-CRM IE opens a login window. Problem is, it wants me to enter a password for a non existing user. User in CRM is John Doe, domain login for this user is user08. The login window wants me to enter the password for "\\crmsrv\John Doe" password for user08 is not accepted. After closing IE (loosing all entered data) and restarting it, everything works (for about 15 minutes). Is there anything I can do about that? Regards, Tobias Tiederle Tag: Add lines to a renewed contract Tag: 40764
- Next
  - 1
    - Moving CRM Database Hi All, How can I move the Microsoft CRM SQL Server databases to a different machine (same domain, of course)? Tag: Add lines to a renewed contract Tag: 40763
  - 2
    - Mailing Groups of persons in CRM I would like to make account's member of groups, or make contact's members of groups. In that case I can would like to send e-mails to groups instead of mailing to account's or contact's. How can I Arrange that? Tag: Add lines to a renewed contract Tag: 40760
  - 3
    - Slow response times using browser over VPN Hi I use CRM 1.2 remotely via VPN over broadband. Most of the time I use the Outlook interface, but occasionally I need to go direct via IE. Response times are fine using Outlook but painfully slow (half an hour to load the first screen) using IE. I'm using Windows 2003 Server and XP client. Any good ideas? TIA Tim Tag: Add lines to a renewed contract Tag: 40758
  - 4
    - Opportunity, Quote, Order to Invoice Hi, Am i correct that 1 opportunity can have several active quotes?? But each quote can only be associated with one order and one order is associated with one invoice. Our client asks whether one quote can have several order. For example in a quote for 10 items. Then the customer is required to send 5 items first and the rest later. How to accomodate this partial order in MSCRM? Can someone help me?? Thanks Carrie Tag: Add lines to a renewed contract Tag: 40751
  - 5
    - Can't select text in input control I have created a custom page that works fine within CRM. The strange thing is that I can't select (highlight) text in a textbox control. I created the page using an asp:TextBox control and a regular HTML Input control set to type=text. For some reason I can't select the text using the keyboard or mouse in either case. The standard CRM pages don't exhibit this behavior. Does anyone have a clue what's going on? Thanks. James Tag: Add lines to a renewed contract Tag: 40750
  - 6
    - Data Migration We're planning to replace our current CRM (SalesForce) with MS CRM 1.2 in 3 to 4 months. Any good tools out there for migrating data from SF to MS CRM? Tag: Add lines to a renewed contract Tag: 40749
  - 7
    - Import/Export Is there a way to view a sample or an example of an import/export file of a Quote in CRM? We are going to be implementing CRM for a customer and we are also going to be working with Syteline to synchronize their data back and forth between CRM. I need to provide Syteline with an example of a CRM import/export file. Thanks! Cayla cayla@monrealconsulting.com Tag: Add lines to a renewed contract Tag: 40746
  - 8
    - Creating new attributes When using Schema Manager to create new attributes, I'm not able to create a new attribute with "Lookup" as type, "Lookup" is not availabe as one of the type options. But yet some of the exist fields, for example, in Account table came with "Lookup" as type. Why? Is there a work-around? Please help. Thanks. Tag: Add lines to a renewed contract Tag: 40745
  - 9
    - Deactivated Accounts show up in Search. Why? We have accounts that no longer do business with us that we've Deactivated. However, when we do a search / advanced find those accounts still come up. How can we screen those out of the results? Thanks! Jim Tag: Add lines to a renewed contract Tag: 40744
  - 10
    - UK Date Format I cant believe this has not been asked before, but dont seem to be able to find it, however.... Is there a way of changing the date format to Uk style and the currency to Â£ sign?? Tag: Add lines to a renewed contract Tag: 40740
  - 11
    - 1 email fill my queue!!!! Hi, I'm testing a deployment of the CRM 1.2. I test the exchange filter to get email sent to support@company.com. This works fine... but... every 30minutes the same email is added to the queue again!!!! I have done 2 tests, and these 2 emails are copied every 30minutes... what's wrong??? thanks Jerome Tag: Add lines to a renewed contract Tag: 40737
  - 12
    - Removing Carriage Returns from Excel file I am a new CRM user. I have a large excel file converted to cvs but because a lot of my contacts were scanned from business cards there are a lot of carriage returns (symbols). Is there a way to automatically remove all of the carriage return symbols from a large excel database? -- Linda Tag: Add lines to a renewed contract Tag: 40736
  - 13
    - Trouble getting Workflow Rule to fire I am using the CRM Workflow manager to trigger specific events to update the system. The issue that I am having is determining what Event (Create, Manual, Assign, Change Status) I need to assign to the rule? The scenario is as follows: When a field at the Contact level is set to â??TRUEâ?? I need a rule to run to update a field at the Account level. The issue I am encountering is that the Rule never gets fired. Here is the code, I have tried using a Wait condition and an If/Else statement: When Contact Status is Changed If Contact.QuickMoveActive = 1 Then Update: Account.QMAvailLicense -= 1 End IF OR When Contact Status is Changed Wait Contact.QuickMoveActive = 1 End Wait Update: Account.QMAvailLicense -= 1 In this case â??Contact.QuickMoveActive = 1 â?? tells the system that this user is now an active user of a specific product. When this event occurs then I need the RULE to fire and subtract 1 from the total number of licenses still available for this Account which is represented by â??Update: Account.QMAvailLicense -= 1â?? . Any ideas on what I can do to accomplish this? Any assistance would be greatly appreciated, thanks Tag: Add lines to a renewed contract Tag: 40729
  - 14
    - Cases and Workflow We are using cases as problem reports... what is the best way to set up workflow so that when the case is created it is routed to a specific queue and the queue owner and account owner are emailed? and when the case is assigned to another queue that queue owner is emailed? Tag: Add lines to a renewed contract Tag: 40728
  - 15
    - customize view and form for KB articles Hi all, I have found URLs on this newsgroup for (unsupported) customization of several CRM views and forms that don't offer this by default. However, the URL's for customization of the view and form for KB articles were not included. Can someone supply those? Thank you for replying. Basman Tag: Add lines to a renewed contract Tag: 40726
  - 16
    - How to? Format the CRM Server, than restore the SQL database. I have backup all the sql database, and then format the server, re-installing the Windows Server 2003, and re-installing the CRM server. Now I'm going to restore the CRM database, it should be done by restore the SQL database. Anyone has ideas to restore the data? Cheers, Jim Tag: Add lines to a renewed contract Tag: 40722
  - 17
    - CRM Integration for great plains When I'm trying to instal MSCRM Integration with Great Plains v. 1.2 results in this error: "Setup could not locate the specified SQL Server. Verify that the specified server is valid SQL Server running with supported software. Only MS Great Plains or later is supported." How can i solve this problem... Tag: Add lines to a renewed contract Tag: 40721
  - 18
    - Create shortcut button to activity Hello Sorry if this is a newbie question but I havent found an answer so far. I'm trying to find a way of creating a custom button on the Lead update screen to create an activity eg a phone call as a shortcut instead of having to go to the Actions menu, then PhoneCall, ie it's just a click of a button instead of using the menus. I've added a custom button to "/activities/email/edit.aspx" and have PassParams = 1 set. However, when I click the button I get a new email activity with oID passed but the Recipient field is not populated, so therefore is not saved with the lead I'm updating. The Action menu sends more parameters but I don't know how to get my button to send all the required parameters. Is there a way of doing this? Thanks in advance Tag: Add lines to a renewed contract Tag: 40720
  - 19
    - Campagne Management and Offers in Microsoft Word Hello, i ve seen the new mscrm 1.2 and i had two questions: 1. Is it possible to realize campagnes via mail and then is it possible that a person, who gets an mail caused by the campagne could register for example for a conference? 2. is it possible to create an offer in mscrm and the export it to ms word using our company word templates. Thanks for your help Tag: Add lines to a renewed contract Tag: 40719
  - 20
    - Crystal Report Licence Error Hello... I have got problem when acceesing crystal report which is newly installed. The problem is about licenses. How can i solve this problem... MSCRM Platform Error Report: -------------------------------------------------------------------------------------------------------- Error: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to communicate with crystallogon.csp Error Message: Unable to access crystal; check to see if you have enough licenses : Unable to log into crystal; check to see if you have enough licenses : Unable to communicate with crystallogon.csp Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available 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) Tag: Add lines to a renewed contract Tag: 40715
  - 21
    - Migrating both SQL & CRM to a new server Hi, I am currently looking into the procedures to migrate all the CRM data from an OLD machine to a NEW machine.Currently both SQL 2000 SP3 and CRM are installed on the OLD machine running Windows 2003 Std Server Edition. We are to retire the OLD one and want to move everything to the NEW. I have installed SQL 2000 SP3 on Windows 2003 Server (non-SBS) already. Since I cannot install CRM on the NEW one without uninstalling CRM on the OLD first. I am wondering if the following steps will work: 1) Copy everything in <systemdrive>:\Program Files\Microsoft CRM\Crystal Decisions\Enterprise 9\Filestore from the OLD to the NEW 2) Uninstall CRM on the OLD 3) Install CRM on the NEW and ask the CRM to use the existing database during installation. 4) Depromo OLD, and remove it from the network. Having said that, if there anything I have to do before installing CRM after copying? If this would not work, do you have any suggestion for me? Regards, Antonio Tag: Add lines to a renewed contract Tag: 40712
  - 22
    - Stop using a separate time zone in CRM. Use the Windows time zone -- Robert Green IT Manager All-Tex Exteriors ---------------- 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=70fd107c-25b3-4c92-b1d4-f371d6a174e6&dg=microsoft.public.crm Tag: Add lines to a renewed contract Tag: 40709
  - 23
    - Sometimes when the e-mail is opened in CRM it contains this warnin When a response to a CRM E-mail is received, it is automatically attached to the CRM Record (Opportunity, Account, Lead) as activity history. In order to further respond to the CRM E-mail and continue the thread the user has to do this from the CRM Activity History on the record. Sometimes when the e-mail is opened in CRM it contains this warning message: "The e-mail below may contain script or content that is potentially harmful and has been blocked. Unblock" With this error message, the user can not respond or forward the e-mail from CRM. The e-mail form blanks out and the user gets an internet â??Page can not be displayedâ?? error screen. You will see this message on the CRM E-mail when you open it. What could be causing this? -- Mike At DSI Tag: Add lines to a renewed contract Tag: 40704
  - 24
    - Blocked Content on CRM E-mail We are seeing a warning on some CRM E-mails using the CRM E-mail form: "The e-mail below may contain script or content that is potentially harmful and has been blocked." When we get this message we can no longer respond to or forward the e-mail. Further, if we do try to send, the e-mail form is replaced with a generic internet "Page can not be displayed" error message. Any ideas on how to correct this? Tag: Add lines to a renewed contract Tag: 40703
  - 25
    - Error starting CRM from the Web I've just installed CRM on a Windows 2003 Server. The Win2003 Server is joined to a domain that is based on Windows 2003 Small Business Server. The Win2003 Server is configured as an application and file server. Doesn't have Active Directory, DNS, or any other services running on it, since SBS2003 handles all of this. I'm trying to add users to CRM in the Win2003 Server via the Deployment Manager, but find that I can't see from any of the users that are in AD on SBS2003. I then tried to add users to CRM manually by calling up the CRM web site on the Win2003 Server. However all I get is an error message: "An error has occurred. For more information contact your system administrator." How do I resolve this? Tag: Add lines to a renewed contract Tag: 40700

Whenever I try to add a new contract line while renewing a contract (ie the
customer has purchased an item during the year and the contract template is
coverage dates), the system rejects the new line with "invalid coverage
dates". Doesnt seem to matter what dates are entered.

Please advise how to add new lines while renewing a contract.

Thanks
Prue

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