Unit Groups
We sell licensed software modules that come with annual licensing and
maintenance. Suggestions on how to set up unit groups?
"Each" for the Product?
"Year" for the License (with a 3-year being a selection)?
Thanks.
regards,
ungaio Tag: lost accounts to contacts relationship Tag: 66203
Outlook Offline
I recently purchased the book: "Working with Microsoft Dynamics CRM 3.0"
We are running Small Business Server premium edition. I installed SQL
server 2000 and sp4 on the server today and also installed the trial version
of CRM 3.0 to determine if we are going to purchase.
Now, when I open outlook, i have a message that says outlook is offline.
What is causing this to occur? Tag: lost accounts to contacts relationship Tag: 66201
Oh No! Rollback Published Customizations
Ok, here is what happened.
We have been working on a major change to the default form for the lead
entity. They had not yet been published.
Another admin created a new view within the lead entity, and published. This
pushed all of the pending customizations to the lead entity.
Is there anyway to rollback these customizations? We dont have a
"customization file" as I have seen referenced here other places. Tag: lost accounts to contacts relationship Tag: 66200
Service component as internal IT helpdesk tool.
We are expanding our internal IT helpdesk and have just recently deployed CRM
3.0. I would like for my IT helpdesk staff to use the Service component of
CRM as our ticketing system.
One major obstacle is that all cases must be assigned to either a contact or
an account. As my helpdesk's customers are actually employees of the company,
we would need to creat contact records for all employees, duplicating their
user records. Is there a way to associate a case with a user? Or, is there a
way to import employee data from AD as contacts?
Also, any insight to using CRM Service module as an internal helpdesk
ticketing system would be much appreciated.
Thanks! Tag: lost accounts to contacts relationship Tag: 66198
Outlook on Terminal server
I want to follow the How to Deploy the Microsoft CRM 3.0 Desktop Client for
Outlook Using Windows Server 2003 Terminal Server to rollout 10 users that
will use the Outlook CRM client on TS 2003.
I edited the terminstall.cmd file to reflect the correct paths in the 3
different locations. But when I try to manually launch the file it does
nothing. If I add a pause statement to the end of the file, it give me a
message hit any key to install. I hit any key and it just goes away. I am
testing as a domain admin user directly on the ts via RDP. Any thoughts?
Thanks, Tag: lost accounts to contacts relationship Tag: 66195
Workflow EMail
How does CRM decide what email to use as a 'Sent From' when an email is
sent by a Workflow rule? And is there a way to control this? Tag: lost accounts to contacts relationship Tag: 66194
remove server license
hi, i have a customer who has a wrongly entered server license. The correct
one is now entered so he now has 2 server licenses. I want to remove the
wrong one but can't see a way to do this....any ideas?
If i click new or upgrade license the 2 licenses don't appear in the
dialogue list box in order to be removed.
--
regards,
Mark Tag: lost accounts to contacts relationship Tag: 66193
Sales Process Workflow
Is there a way to delete a Sales Process workflow? I know how to cancel it,
but I would like to remove a wrongly selected process from the opportunity
record. Tag: lost accounts to contacts relationship Tag: 66190
Invoice, Quote etc templates...
Hi Guys,
I am pretty new to CRM and have been evaluating it for a good few days now.
So far, its looking good but am unsure about a few areas..
Firstly - is it possible, and has anyone done so - to customise/template the
invoice print availability or is that best way to do this via some form of
mail merge to an tempalte within WORD etc? Is it possible to generate a
template within word which is then mailed to the account holder when
requested within CRM>
Any ideas appreciated.
P Tag: lost accounts to contacts relationship Tag: 66189
CRM Outlook error
We are getting errors in the CRM Outlook client that seems to indicate that
the user cannot authenticate with the web server. Tracking e-mails works OK,
but when the user clicks "Regarding" to assign the email to an account (not
the contact it was sent to), a "red-x" CRM error page comes up that says "An
error has occured". The event log has errors that indicate a bad username
and password. Loading CRM from IE works fine - no login box comes up. I
have had her clear all passwords and clear the IE cache, but the error still
shows up. It apparently started after the user changed her password.
What can I check to try and resolve this?
Thanks,
Don Tag: lost accounts to contacts relationship Tag: 66187
Cannot Publish Customizations
I'm having an issue publishing my customizations. When I go to deploy and
get to the point of picking my web server nothing is listed. When I go to
add the web server the dialog box comes up like it's trying to find it but
then never returns with anything. It just becomes totally unresponsive, no
errors or anything. Deployment manager just appears to freeze up.
I am on CRM 1.2 and I read a knowledgebase article that mentions something
about .NET 2.0 might be causing this and possibly Update Rollup 2 would fix
this issue but it refers to the beta. It was on the MBS knowledge base and
it was article 898566.
Anyone know what this problem is and would Update Rollup 2 fix it?
--
Nick Tag: lost accounts to contacts relationship Tag: 66186
Setting a calendar field to disabled
Hello
I have a date field called "followupby".
Once the user selects a date then saves the form, I need the field
to be disabled so the user can no longer select another date.
I have set the code in the onsave event to:
crmForm.all.new_textfield.disabled = true;
I have also tried:
crmForm.all.new_textfield.readOnly = true;
but when I publish and test, the calendar button is still available to user.
What have I done wrong? Tag: lost accounts to contacts relationship Tag: 66184
Setting a calendar field to disabled
Hello
I have a date field called "followupby".
Once the user selects a date then saves the form, I need the field
to be disabled so the user can no longer select another date.
I have set the code in the onsave event to:
crmForm.all.new_textfield.disabled = true;
I have also tried:
crmForm.all.new_textfield.readOnly = true;
but when I publish and test, the calendar button is still available to user.
What have I done wrong? Tag: lost accounts to contacts relationship Tag: 66183
Listing of Fields that synchronize between Outlook Contacts and Microsoft CRM
Does anyone know if there is a listing of the fields that synchronize
between the Outlook Contacts and the Microsoft CRM Contacts once the contact
synchronization is turned on via the Outlook Client?
Jack Bender Tag: lost accounts to contacts relationship Tag: 66179
CRM Error - String value contained unsafe data for 'oname' paramet
Hello
When a user replies to an CRM email, clicks the "reply" button or the "reply
all" button, clicks in the body of the email message and clicks
"insert template", this error appears.
This does not happen every time, and happens to various users.
Does anyone know why we would get this error? Tag: lost accounts to contacts relationship Tag: 66176
customize the entity navigation pane
Hey,
I want to customize the entity navigation pane. Currently, I know only
that I need to change the isv.conf to do it, but here my trouble has
begun. I exported the isv.conf and imported the same file directly, but
an error message appears and so I can't import it. It wouldn't make
sense to post the error message, because I'm using a German Version
of Microsoft CRM. The message says in German, that the file couldn't
become imported, because of the file's format. Properly, I have
damaged an imported file in the last days by an other task. Can
somebody give me an isv.config file without error so that I can import
it?
cheers!
Julian Tag: lost accounts to contacts relationship Tag: 66171
No quick create option for cases?
Would anyone be able to tell me why quick create works for all other
entities but not cases? This is when you click the 'Regarding' button in
Outlook.
Thanks,
Simon Porter Tag: lost accounts to contacts relationship Tag: 66170
Phone Call Parameter
Hi
I have one simple Question. Is it possibel to genrate Links that fill my
Phone Call Form.
For example something like this
http://crm/activities/phone/edit.aspx?Subject="Test"&PhoneNumber="123456789"
My Problem ist I need Form that contains certain Information, but the user
not always create this activities. So my Application has to check if, the
user change something. When he change nothing i had to remove the activity,
else i think i get a huge amount of activities that nobody need.
Thank you for help Tag: lost accounts to contacts relationship Tag: 66169
add GENDERCODE to leads
We implemented MS CRM some time ago, and now we come across some minor
issues... one of them is: why can't we add the GENDERCODE to a lead??
is there a way to do it (easily) or can we better forget about it??? Tag: lost accounts to contacts relationship Tag: 66168
CRM Mobile 3.0 Swedish
When will this be available from Microsoft? Timeplan?
Regards,
Jan Berggren Tag: lost accounts to contacts relationship Tag: 66167
Server Error in '/' Application.
Dear all,
Out of a sudden, I'm unable to login to a production server using the
default account used for installation.
Any help would be appreciated!
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
--------------------------------------------------------------------------------
Object reference not set to an instance of an object.
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.NullReferenceException: Object reference not
set to an instance of an object.
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:
[NullReferenceException: Object reference not set to an instance of an
object.]
Microsoft.Crm.Application.SiteMapCache.GetDefaultUserSubArea(User
user) +20
Microsoft.Crm.Web.Loader.ConfigurePage() +154
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e)
+20
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1499 Tag: lost accounts to contacts relationship Tag: 66166
service activity doesnt appear in"Activity" of Cases
When we create service activity in cases , it doesnt appear in activity
of case. Although all other activities appear in activity and history.
Anyone can check it in system ? What can be the reason ?
Thanks
Aami Tag: lost accounts to contacts relationship Tag: 66165
Problems with importing
I am busy importing data into CRM V.3. I have converted an access database
into csv. format and I have two files, one for accounts and one for contacts
which are ready for importing. I am logging into CRM remotely and I am also
running a virtual machine which I am using to test the import process.
I have decided to import the contacts first and I converted the file to txt
format, I then dragged the file across to the virtual machine and I
successfully imported the 2000 odd contacts.
When I atttempted to remotely import this file into CRM I received an error
message stating that the source import file was corrupt. I saved this file in
Unicode format and I was still unable to import the data successfully.
I did notice that the file had changed after I had dragged it from the
virtual machine. I am now attempting to import only a portion of the contact
database, using only Salutation, Name, Last Name and Telephone Number,
however I receive the following error message "The same microsoft CRM field
has been mapped to a source field. Please map the fields to a unique source
field."
When I try to import this exact same file in the virtual machine the import
process is successful.
I am unsure where I am going wrong and any assistance would be greatly
appreciated.
Many Thanks
Mark Braithwaite Tag: lost accounts to contacts relationship Tag: 66164
picklist
Hello
If a type of an attribute is picklist users can't add value that not in the
list , i don't want to give access to change attributes , please help me with
it ...
for example
my list is
1. Red
2. Blue
3. Black
user wants to add white
i don't want to give access to change attributes or force user ask for help
from administrator Tag: lost accounts to contacts relationship Tag: 66163
Profile-space exeeded after desktopclient installation
Hi,
is there any way to change the path for the metadata.xml file after
installing the CRM desktopclient???
We've got the problem that the profile space exeed after installing the
client because of the 3.5MB metadata.xml!
Thanks! Tag: lost accounts to contacts relationship Tag: 66162
Creating an opportunity product through .Net
Hi,
I was trying to create a new opportunity product using callouts. The problem
i face is that the opportunty to which i require to create an opportunity
product is also created in the same callouts. Althought the opportunity seems
to be getting created I am unable to attach an opportunity product to the
created opportunity. I have also tried using an ASPX page instead of callouts
but that does not work either. The same error persists. The error description
is as follows:
1) On the creation of the opportunity product using the webservice Create
function, the exception says "The opportunity id is missing or invalid ". The
error persists on hardcoding the opportunity id as well.
The same seems to be working for the creation of order and order product.
Any code snippet available for this will help.
Thanks Tag: lost accounts to contacts relationship Tag: 66158
Closing current screen before open a new one?
Is there a way to configure CRM 3.0 to have it close its current screen
before it opens a new screen, IE, contacts in Account entity.?
Thanks. Tag: lost accounts to contacts relationship Tag: 66150
Workflow email action not available for campaign response
I am trying to create workflow to notify an owner when a Campaign Response is
created (or assigned). When trying to specify the workflow rule actions,
email isn't available from the menu. Tag: lost accounts to contacts relationship Tag: 66148
Customize Entities - Relationships - Mappings
Hi
I created a new mapping between Account and Contact.
It doesn't work well. I need to delete it.
But the "Mappings" option inside Account/Contact relationship is no more
available.
How can I access this mappings again ?
--
Andrea Campelo
TECNOATIVA Tag: lost accounts to contacts relationship Tag: 66145
Send mail not working (created in C:\Inetpub\mailroot\Badmail)
I have created a virtual installation with one DC with exchange and one
server with MS CRM. Sending mail between users in outlook works fine
but when sending mail from web client to a internal user doesn't work.
The email is created in C:\Inetpub\mailroot\Badmail.
Do i need to configure SMTP virtual server or am i missing something?
Tanks
// Mats Tag: lost accounts to contacts relationship Tag: 66140
Knowledge Base in Outlook Client
Does anyone know how to get the Knowledge Base into Outlook Client?
I tried removing the Client="Web" in Sitemap.xml...did not work.
Thanks,
--
-Nick Tag: lost accounts to contacts relationship Tag: 66138
Adding custom view to account entity
This is a multi-part message in MIME format.
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Content-Type: text/plain;
charset="Utf-8"
Content-Transfer-Encoding: quoted-printable
I have a custom view that I would like to add to the navigation pane =
(under details) of my account entity. How do I accomplish this?
Thanks.
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Content-Type: text/html;
charset="Utf-8"
Content-Transfer-Encoding: quoted-printable
=EF=BB=BF<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META http-equiv=3DContent-Type content=3D"text/html; charset=3Dutf-8">
<META content=3D"MSHTML 6.00.2800.1543" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>I have a custom view that I would like to add to =
the=20
navigation pane (under details) of my account entity. How do I =
accomplish=20
this?<BR><BR>Thanks.<BR><BR></BODY></HTML>
------=_NextPart_000_003C_01C6BBC7.5F9E6560-- Tag: lost accounts to contacts relationship Tag: 66137
newb - multiple fields on one attribute
I have a request for crm 3.0. The request is to have one attribute
like "price" but 3 fields to input 3 different prices into the system.
The reason: They want to put up to 3 products into a quote and 3
prices to match. Can this be done in CRM 3.0? Tag: lost accounts to contacts relationship Tag: 66133
Creating new contacts from account -problem
I was reading couple of posts but culdnt find any solution.
whenever i create new contact from account , i get the error
"The parameter is incorrect".
I have checked the mapping between account and contact and i dont find
anything different .
anyone got this to work?
regards and thanks
Aami Tag: lost accounts to contacts relationship Tag: 66132
Outlook functionality vs. IE Client - Document Available?
Is there a document available that outlines the functionality included in
each client? For example the KnowledgeBase is only available in the web
client. It would be helpful to have a document that outlines the differences
in the clients.
Thanks Tag: lost accounts to contacts relationship Tag: 66131
Sending E-Mail through CRM Web
Hi,
I have CRM 3.0 installed on one server, Exchange on another. During setup,
I specified my SMTP server as the Exchange server. When I attempt to send an
email I get an Invalid Association Error. I set the config file to show more
details on the error and all I'm getting is
"System.Web.Service.Protocols.SoapException: Server was unable to process
request." The source error shows an unhandled exception, and the stack
doesn't provide much help either.
I found a KB article referencing this error that listed the cause as port 25
being blocked by antivirus software. I verified that I can telnet into port
25 of my exchange server. I also turned max logging on the exchange server
to see if I could get more details. The exchange server doesn't even show it
as accessed from the CRM Server.
Any suggestions???? Tag: lost accounts to contacts relationship Tag: 66129
Upgraded to 3.0 lost notes
Hello all, I've just upgraded from version 1.2; running on Windows
2003 standard/Sql standard, sp4 version 8.0. The cases we had existing
have lost all notes, however if there were documents such pdf or word
files, those are still there.
I have not installed the Exchange email router yet, nor did I have it
installed previously. Is this needed for notes? If not is there a query
I can run? Thank you. Tag: lost accounts to contacts relationship Tag: 66114
Installation challenges
Hi All,
We're trying to install CRM 3.0 onto an SBS2K3 server. We've got Exchange
2K3 running, fully patched everything yesterday to get SBS SP1 installed,
although the Exchange server is on SP2.
WSS is installed and running, as is SQL 2000, patched to SP4.
When installing, everything ran just fine until we got right to the end - at
that point, an error was generated: The group 'NT AUTHORITY\NETWORK SERVICE'
already exists in the current database.
The installation then fails (retrying gave the same error at the time, so I
hit cancel and the install aborts).
Since it was getting a little late (1:30 or so) I decided to give it another
run today. When I run the Environment Diagnostics Tool I get the following
error: Version string portion was too short or too long.
At that point apparently we're done. We do have program entries on the
start menu,a nd a couple of new databases on our SQL server, but errors
galore if we actually try to do anything (as expected - the install failed,
after all).
Can anyone point me toward some things to look into? I'm ready to pick up
the phone and purn a support case if need be, but thought I'd ask first.
Thanks! Tag: lost accounts to contacts relationship Tag: 66108
Authentication error on new install
Hello, we have just installed CRM 3.0 SBE on our SBS Premium server.
Using the Deployment Manager, we added some users to CRM. However, when
those users try to go to our CRM site, http://everest:5555, they get an
Authentication Error window from CRM.
We also get an error when trying to use Outlook with CRM.
What do we need to do to resolve this? Or where do we start looking?
Thanks!
Chester Tag: lost accounts to contacts relationship Tag: 66107
MS CRM 3.0 and GMT datetime
I'm working in a Norwegian company. We don't have any international offices,
and we are in the Central European time zone.
It seems that all activities are saved in GMT time. Is there a way to have
these be saved in our time zone?
Kaisa M. Lindahl Lervik
--
***
SQL Server 2000, Analysis Services 2000 and Reporting Services 2000. Tag: lost accounts to contacts relationship Tag: 66106
CRM 3.0, Outlook 2k3 and Live Messenger
Is anyone else having the following issue?
We are running XP clients with Outlook 2k3 SP2. We also use CRM 3.0 clients.
The clients were running Microsoft Messenger without any porblems. A couple
upgraded to Live Messenger. Now when we start Outlook on those client
machines, it takes over 2 minutes to load. If you turn off Live Messenger
Outlook starts up in under 10 seconds.
Any ideas? Tag: lost accounts to contacts relationship Tag: 66105
Usage of Relationship roles
I'm configuring CRM to work for one of my clients that is interested in
tracking how new introductions and work come into the firm. I think I should
use the relationship roles functionality to define relationships between and
existing customer contact and a new introduction or opportunity. Are
relationship roles the way to do this? If so, how do I report on these
relationships and where are they seen in the application after the
relationship has been defined?
Chris Tag: lost accounts to contacts relationship Tag: 66101
Giving Clients Access to CRM
Hello All,
I have just started looking at Microsoft CRM to allow me to create one site
to replace many sites/applications I have to manage my customers.
Currently, I have a support ticketing system that works off SLA's. The
customer can create new tickets and view past tickets. Management for that
company can also view all tickets for the company. And, of course, my service
engineers can add/update/close tickets when resolved.
I have a sharepoint site which holds documents for each client. Currently, I
don't give access to the client on this site, but would like for them to
"view only" the documents I have on them.
I started looking around for something better so I can give a "one-stop"
experience to my customers, and give them the ability to see their quotes and
invoices all in the same place. Microsoft CRM looks promising for the few
hours I've read about it.
But, before purchasing and installing, I wanted to check with you to see if
it's really capable of accomplishing all these tasks, allowing me to give
resticted rights to a client to log into CRM and see just their info, create
new sevice tickets, etc., basically creating a customer portal.
Any thoughts, suggestions, places to look for more info? Thanks for all your
feedback. Tag: lost accounts to contacts relationship Tag: 66100
Evaluating email tracking
Hi,
I'm trying to wrap my head around the email tracking function in MS CRM.
I find the 'Track in CRM' behaviour very odd though. When
choosing 'Track in CRM' in Outlook the email gets added to your own
personal queue. From here though I can't really see anything you can do
with it apart from convert it into an oppotunity. What if I want to
convert it to a lead or maybe a case?
I would of the thought the logical thing would be when you click 'Track
in CRM' it would prompt you to associate it with an existing case, lead
etc or create a new one and associate it with that.
I also find it odd that if you do associate it with an existing case etc
, the email still sits there in your queue.
Sure you can delete the email from your queue but then it no longer
appears in the history of the case you associated it with.
I would be very greatful if someone could explain how it works exactly.
Cheers,
Simon Porter Tag: lost accounts to contacts relationship Tag: 66099
language
I am using microsoft crm 3.0 english version , data is in Hebrew , i would
like to know how to change a b c (view all records) to hebrew letters
and another question is : is it possible to import values to picklist field
(and if it's possible how)? Tag: lost accounts to contacts relationship Tag: 66098
Information on Customer Portal
Hi.
I have seen some documents which says that the CRM 3 comes with a customer
portal but I cannot find any documents relating to the configuration etc.
Please can someone point me in the correct direction.
Thanks
Paul Tag: lost accounts to contacts relationship Tag: 66097
MS CRM installation Grant Database access action failed
Good day!
Does anybody ever encountered this type of installation error.
Any ideas would be greatly appreciated as I am stuck on the error
I'm installing MS CRM on two machines one MS CRM Server and one SQL Server.
It says that it cannot find the SQLAccessGroup but it is already defined
under the AD.
Action Microsoft.Crm.Setup.Server.GrantDatabaseAccesAction failed. Setup
could not complete this action. This might be due to the fact that there are
multiple Domain Controllers and they have not replicated new Microsoft CRM
information yet. If this is the case you have several options: 1. Goto the
domain controller and manually force synchronization. 2 . Wait 15 minutes
(typically) until the domain controller synchronizes automatically. 3. Click
retry a few times until Setup finds a
different domain controller that has the Microsoft CRM information. Windows
NT user or group 'Domain\SQLAccessGroup{GUID}' not found. Check the name
again. Tag: lost accounts to contacts relationship Tag: 66092
Merge two accounts in MSCRM
Hi I'm trying to merge accounts but with no luck. This is what my code looks
like:
TargetMergeAccount TargetAccount = new TargetMergeAccount();
TargetAccount.EntityId = new
Guid("9ef47def-2218-db11-af90-00137276c38f");
MergeRequest merge = new MergeRequest();
merge.SubordinateId = new
Guid("4693ae77-1418-db11-af90-00137276c38f");
merge.PerformParentingChecks = true;
merge.UpdateContent = new account();
MergeResponse merged = (MergeResponse)service.Execute(merge);
Any help would be fantastic!
Regards
Sid Tag: lost accounts to contacts relationship Tag: 66091
CRM 1.2 Security Service will not start
This morning I am having an interesting error. Security Service did not start
after reboot. When I tried to start it manually, an error appeared:
Could not start the Microsoft CRM Security Service service on Local Computer.
Error 1053: The service did not respond to the start or control request in a
timely fashion.
I have no descriptive error in the Event Log. Tag: lost accounts to contacts relationship Tag: 66088
After upgrading from 1.2 to 3.0 I lost all my relationships between
account to contact. Did I miss a step in upgrading our test server?
Sorry...Newb.