making CRM appointments with SFO

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- Previous
  - 1
    - Price Lists Hello, My scenario is as follows. I have various products that have 2 or my price lists. The products can be very different but all relate to the one opportunity. For a given opportunity, I want to add products based on pending sales and reflect the correct price list for each individual product. How do I create a single opportunity with: Product A - with price list 1 Product B - with price list 2 I cannot currently see how this can be done, given that the price list selection is at opportunity level. Is there a workaround or the like to have price lists at product level. Thank-you in advance. Juls Tag: making CRM appointments with SFO Tag: 38645
  - 2
    - Programmatically put a message on a queue. How do you put a message on a queue from C#? I've created the activity. Now I want to route it to a particular user. This code runs without effect or exception: The queuetypecode is 1. static void Main(string[] args) { // strServer should be set with the name of the platform Web server string strServer = "jasper"; // virtualDirectory should be set with the name of the Microsoft CRM // virtual directory on the platform Web server string virtualDirectory = "mscrmservices"; string strDir = "http://" + strServer + "/" + virtualDirectory + "/"; // BizUser proxy object Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser (); bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials; bizUser.Url = strDir + "BizUser.srf"; // CRMActivity proxy object Microsoft.Crm.Platform.Proxy.CRMActivity activity = new Microsoft.Crm.Platform.Proxy.CRMActivity (); activity.Credentials = System.Net.CredentialCache.DefaultCredentials; activity.Url = strDir + "CRMActivity.srf"; string strErrorMsg; string strActivityId = "{C5D32245-23E1-4298-ADD4-C83034517155}"; string strQueueId = "{F2662B9F-0FF5-4D7E-89B2-356A9EA7D00A}"; try { Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI(); // Route the activity activity.Route(userAuth, strActivityId, strQueueId, Microsoft.Crm.Platform.Proxy.ROUTE_TYPE_CODE.RTC_QUEUE, strQueueId); } catch (System.Web.Services.Protocols.SoapException err) { // Process the platform error here strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); } catch (Exception err) { // Process other errors here strErrorMsg = ("ErrorMessage: " + err.Message ); } } Tag: making CRM appointments with SFO Tag: 38640
  - 3
    - basic logic for field requirement enforcement Ok fellas, here's what I'm trying implement. I have several fields in one section on a tab. I want to make the use of at least ONE of these fields a requirement, i.e., "please enter data in at least one field". Is there a way to enforce this requirement? What I've come up with so far: Create a business required Picklist with an associated OnChange event to check each field in question and then somehow inform the user that at least one of these fields must be selected prior to modifying the business required Picklist. I think it could work? My question: is there an easier, more straight-forward approach? = ) Help! And thanks for the help in advance. Tag: making CRM appointments with SFO Tag: 38638
  - 4
    - SFO Synchronization Are there any issues getting SFO to synchronize if CRM databases are in a named instance of SQL Server? Tag: making CRM appointments with SFO Tag: 38636
  - 5
    - Discount List Issue We serve the medical industry and we charge our customers based on annual patient volume so for example, we list EP (our paper product) in the Product Catalog under Products. Then we defined a product price list for EP that charges x amount of dollars per patient visit. Then we went to the Discount Lists and gave price breaks based on the volume of patient visits so anything over 12,000 would be given a slight break and an even better break for more visits. So to sum up, we have a pricing model that supports volume based discount pricing. However, no matter what qty we put in it always uses the list price, and never the discounted pricing. We have also noticed that the rounding features at the bottom of the Price List window are grayed out and not available. We would like this to be available so that we can set a minimum price. Tag: making CRM appointments with SFO Tag: 38634
  - 6
    - MS CRM Licensing I have a customer that is a franchisor. He is being courted by a competitor who is telling him that he can utilize Sharepoint in concert with CRM as a work around for licensing many users (the Franchisees) for the CRM product. The franchisees would use CRM to manage their end customers. The vendor is telling them that it is a valid work around with the licensing agreement since the franchisees are not actually employees of the company. Does anyone know if this is possible? Tag: making CRM appointments with SFO Tag: 38633
  - 7
    - Migrated Contacts Want to be Saved We have migrated from Goldmine using DMF, etc. When we open one of the migrated contacts in CRM (web interface) and then close the window, it prompts that changes have not been saved, OK or Cancel. If we Cancel, then Save & Exit, that contact is OK but it happens with every other. Any ideas? David Weston DBM Associates Tag: making CRM appointments with SFO Tag: 38632
  - 8
    - Adding Notes to Orders In our implementation of MSCRM, in the Sales module, when we go to orders -> [a particular order] -> notes to add a note to an order that hasn't yet been processed, we can add a note. However, when we want to go to the order after it has been processed, from oppurtunities -> [particular opp] -> sales -> orders (tab) -> [particular order] -> notes, the option to add a note is not there. Is there a reason for this and a way we can activate the ability to add notes to orders that have already been processed (pushed to great plains) ?? The obvious place to look is in system customization, but I'm not finding a place where I can handle this anywhere. TIA Tag: making CRM appointments with SFO Tag: 38631
  - 9
    - CRM & Nokia Active Sync compatible ? My client has users with laptops synching their Outlook contacts to thier mobile phones. All of these laptops are showing strange results when synching SFO with CRM - such as seeing other people's contacts instead of thier own when offline. They can see all thier contacts when online and using the web client. Users in the same business with desktops aren't seeing the same problem. Does anyone recognise this issue - could it be Nokia Active Sync. By the way Outlook 2003, CRM Sales Professional on XP SP2 (patch applied). Can anyone recommend anything ? Tag: making CRM appointments with SFO Tag: 38630
  - 10
    - Change Business Units When I attempt to change a user from one business unit to another, I get an error that says, Not enough space on disk. When I look at both my CRM application server and my database backend server, I noticed there was only 4 mb of space left on the CRM app server on C, where the program files are located. I removed 500 mb off of the drive and placed on D. I went back to the app and still cannot move the user and still get the same error. Any ideas? Tag: making CRM appointments with SFO Tag: 38617
  - 11
    - Accessing the CRM datamodel Can someone remind me on where and how to access the CRM datamodel. thx Tag: making CRM appointments with SFO Tag: 38616
  - 12
    - Add User + dateTime line in case description when is updated Hi, It should be very helpful to have a trigger for automatically add one line with user and date time the case description was updated. EX: ***** May 1 2005 11:00h- User 1 ***************************** The customer have a problem with is new bicycle ***** May 1 2005 13:00h - User 2 ***************************** New information bla bla bla ***** May 3 2005 13:00h - User 2 ***************************** New information bla bla bla ---------------- 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=60d9e1fa-f88f-44f2-9746-99553c3d7c6f&dg=microsoft.public.crm Tag: making CRM appointments with SFO Tag: 38611
  - 13
    - Log Files Our CRM log files "CRM_MSCRM_Log.ldf" and "CRM_MSCRMIntegration_Log.ldf" are rather large in comparison to our actual data files (mdf). The log files are each over 3GB while the mdf files are only about 1.5GB each. Is this normal? It seems like I wouldn't want the log files to be this large. Am I doing something wrong? -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com Tag: making CRM appointments with SFO Tag: 38608
  - 14
    - Adding Right-Click Functionality Is there a way I can add more options to the right click menus in CRM when I right click on an Object? If the whole thing uses ASP, shouldn't it be possible? HELP! Thanks! Tag: making CRM appointments with SFO Tag: 38606
  - 15
    - check box control Hi, It should be very interresting to add the check box control in custom type field. Many of our customer ask for this control. Thanks, ---------------- 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=dea48ff8-50fc-4122-963d-aaf700e04748&dg=microsoft.public.crm Tag: making CRM appointments with SFO Tag: 38605
  - 16
    - Survey Integration Many business do surveys as part of their discovery process and it would be a useful module to incorporate into the out of the box CRM. Does anyone know of any module that is currently on the market that would address this important need? Tag: making CRM appointments with SFO Tag: 38595
  - 17
    - CRM Integration with Navision Does Microsoft CRM integrate with Navision and if not, does anyone know if it is on the drawing board in 2.0?? Tag: making CRM appointments with SFO Tag: 38594
  - 18
    - Crystal Reports and Memo fields Is it possible to use Memo fields to filter Crystal Reports? Scenario: We are using the description field on the account level to store marketing campaigns that the account has been sent. I now want to be able to filter the opportunity reports to display information on each marketing campaign, so I want a filter which says something like 'Description contains "MKT-01"' where MKT-01 is the name of the marketing campaign. Each account can potentially be involved in multiple (100's) of different campaigns, which are listed in the description field. Any ideas would be appreciated. Cheers Andy Tag: making CRM appointments with SFO Tag: 38593
  - 19
    - Users Missing from Active Directory Hi Everyone, I have a demo version of CRM 1.2 installed on a cleanly installed Windows 2003 SP1 server (nothing else installed). The install went ok (no errors, nothing untoward in the event log) but when I try and add some users using the User Manager Wizard in the CRM deployment manager something strange happens.... Not all of my users appear in the list that the Wizard gives me, meaning that I can't assign a CRM licence to particular users. I've tried this a couple of times and it seems to be the same users that are missing. This doesn't seem to be group membership or rights specific - some of the users that are missing are domain admins. Our Active Directory is Windows 2003, running in 2003 mode. I've searched KB, and found an issue where similar things can happen with more than 1000 users - we've go nowhere near 1000 users (haven't even got 100) - I made the registry change anyway but it didn't make any difference. Does anyone have any idea what this could be ? Thanks in Advance, Peter. Tag: making CRM appointments with SFO Tag: 38592
  - 20
    - Missing file jcrphsf9.dll We get an error during MSCRM to MSGP integration that the file "jcrphsf9.dll" is missing. Has anyone got a clue what this file is? Google seems to have never heard of it. Tag: making CRM appointments with SFO Tag: 38591
  - 21
    - Customizing Activities Is there any way to customize the activity views as found on the "Activities" (or Activity Manager) page? -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com Tag: making CRM appointments with SFO Tag: 38586
  - 22
    - Print Quote for Customer Hi Could any one of you kind people please help answer me if possible, if there is any way (besides Crystal) in 1.2 to control the output of the type of data Print Quote for Customer. For instance is it possible to get more data driven for the customer as linked to the quote. I don't think so, as I believe the application logic for this is tied quite clearly down to the fields it will expose about the entity in MSCRM in this particular function (in the same way as, for instance, you can only export/import c1/c2 fields in GoldMine's default export import tool). Having looked at the group already, I deem the answer to be "no" but having been asked quite clearly by someone what the answer is and asking that I might post this group, it might help to see a definitive answer from someone with more experience in this, or whether there was a "workaround" involving an add-on, perhaps. Thanks and Regards, Tony Tag: making CRM appointments with SFO Tag: 38585
  - 23
    - Order or Quotes can't be opened When we tried to open some of the entered quotes or orders, they can not be opened. We found out that this happens if too many (appx. 10 or more) product lines are to the quote. Is there any suggestions about this issue, anyone having similar problems? muratozt@hotmail.com Tag: making CRM appointments with SFO Tag: 38581
  - 24
    - New Leads Hi, Does anyone kwow how to edit the list wich is available for branch in the details tab when I create a new lead? Mario Tag: making CRM appointments with SFO Tag: 38580
  - 25
    - Loosing connect with CRM I hav just installed CRM in our company. Works fine accept for one major problem. If the user leave CRM open for a couple of minutes without working on it and then try and access any part of the program a "page cannot display" message appear. Closing CRM and re-opening doesn't help. The user need to Log out of the domain and back in before CRM will let it in again. I have check network and hardware for any possible problems. Everything seems to be working 100%. Any help or ideas where to start looking will be appreciated. Thanks. Tag: making CRM appointments with SFO Tag: 38576
- Next
  - 1
    - Data Migration Framework Question We have an existing CRM environment with Accounts, etc in the system which were not imported using CDF. We are looking for a way to add Opportunities to many existing Accounts at once for new product launches etc. Will the CDF tool support importing in this manner or is it only for initial load of all entities? If it does what steps are required? If not what other tools are recommended? Tag: making CRM appointments with SFO Tag: 38574
  - 2
    - Advanced Find Gripe 3 When searching in Advanced Find for Accounts, we select the field "Hospital Name" which is our primary account and then the Condition "contains" and then the value "North Hospital". We clicked go we had only one record pull up even though there are hundreds of hospitals with North & Hospital in the hospital names. So we tried putting "North * Hospital" in to the value and we got a lot more. Are there additional wildcards or boolean operators and if so where do we find the information? Tag: making CRM appointments with SFO Tag: 38566
  - 3
    - Skipping Sales Stage Hello all, I am hoping to make a workflow for an opportunity that will wait for a drop down in a custom field on the opportunity record to be "yes" and then skip 1 sales stage (or change that sales stage to prospect which is the second one. thanks pat Tag: making CRM appointments with SFO Tag: 38565
  - 4
    - Looking for CRM Consultant I know this might be spam but honestly I'm looking around the internet and not sure where to find good CRM people so thought I would post here. Currently my company has an opening for a good CRM consultant. We are headquartered in Denver, but have offices all over the west coast. This position would be primarily for the Seattle office and may involve travel. If you are interested or know of someone looking please send there resume to mattw112 at hotmail.com. Below are the job qualifications we are looking for: Qualifications a.. 3+ years of verifiable experience in consulting b.. Experience implementing CRM systems c.. Strong communication and leadership skills d.. Ability to mentor and coach junior staff e.. A team player f.. Willingness and ability to travel g.. Knowledge of Microsoft Servers and the .Net development toolset is preferred Required Experience The Senior Systems Analyst will possess a good understanding of marketing, sales, service and support business processes. Hands-on CRM design and implementation experience is also critical. Custom development experience is a plus. This person must bring a structured approach to the design and implementation process. Thanks, Terry Tag: making CRM appointments with SFO Tag: 38563
  - 5
    - Advanced Find Gripe # 2 When we search for anything in Advanced Find for Accounts, we would like for the information to stay in the field when we toggle over to search for the same thing in Opportunities. It doesn't make sense why the information disappears. It would be more efficient for it to stay in the field so we can search within all the different options (Account, Contacts, Leads, Opps, etc.) Tag: making CRM appointments with SFO Tag: 38560
  - 6
    - Advanced Find Gripe When users type in a query, they would like to just hit the Enter key to initiate the search without having to click the Go button. Is there any way to give the Go button default focus on the form so that when the Enter key is hit, the search will begin. Tag: making CRM appointments with SFO Tag: 38559
  - 7
    - Global Search Can't you search the CRM database globally? There are Accounts, Opportunities, Leads, etc. but there is no ALL??? Tag: making CRM appointments with SFO Tag: 38558
  - 8
    - Widen Primary Column in Advanced Find Within the Advanced Find view in an Account, we use Hospital Name as our primary column. The problem is that most hospital names are longer than usual. When we go in to customize the Advanced Find view to widen that column, the pixel settings are absent and it says, "This is the primary column. Its width is set automatically." How do we change this automatic setting so that we can see more of the Hospital Name? Tag: making CRM appointments with SFO Tag: 38557
  - 9
    - Internet Explorer shuts down when log in CRM When I log into CRM using Internet Explorer it shuts down on two of my machines, but the user account works fine on other machines. If I disable the license and try to log into these two machines I crm I get the License is missing error message. So something is happening after it checks for the license but before it finishes to load CRM. Is there a setup issues on these two machines, I have the default requirements for the web cliente? Mike Tag: making CRM appointments with SFO Tag: 38553
  - 10
    - SFO Contact sync w/ Outlook Contact Categories In MS Outlook, and single Contact may be associated with several Categories (the "Categories" button along the bottom right of a standard Outlook contact form). If a Contact has several Categories listed, how do these category values map into CRM when they are imported? Because of the present architecture of CRM, it would seem that there is a series of boolean fields (yes or no) since a CRM pick list can hold only one value. If we decide to continue to use our client's categories for Contacts, can I control the mapping from Outlook to CRM so that all the Outlook categories are referenced in the CRM Contact form? -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: making CRM appointments with SFO Tag: 38552
  - 11
    - PricingDecimalPrecision Issue Hi The field PricingDecimalPrecision from OrganizationBase table is not exposed on the UI as opposed to other fields like Number Format etc Moreover, it has a blank value in the database. Is this a Bug? I would like to know if there is any Service pack available for CRMv1.2. One more question, <While roaming in the unsupported territory :)> I noticed that you guys are using SPAN id to call a method from the htc, however, in some pages, SPANS donot have an id. Is this because you did not need to call any method and hence did not put the id? Again, Is this a Bug? Thanks, Ruf Tag: making CRM appointments with SFO Tag: 38550
  - 12
    - Multi-Currency Support in v2.0 Hi Matt or any of the MSFT guys, Are you guys going to introduce Multi-Currency in CRM2.0? Also, I wanted to know if you will be improving the pricing module. Appreciate your help. Thanks, Ruf Tag: making CRM appointments with SFO Tag: 38549
  - 13
    - Failing to add string to account entity using deployment manager Hi all, Using deployment manager and adding a new field of type string length 16 to the account entity the operation fails and the following errors appear in the event log:: --begin log dmLog: Failed to add new String attribute (CFSDisabilityRegulationsReviewDate) to Account entity. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. dmLog: sp_repladdcolumn failed. - Failed to add column 'CFSDisabilityRegulationsReviewDate' to table 'AccountBase'. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. --end log I am aware of the limit of 8000 characters per CRM table, however I do not believe that the account table is anywhere near this limit. I have executed the following query on the metabase table in order to prove this. From metabase SELECT SUM(Length) as TotalLength from Attribute WHERE EntityId = N'{A3603242-40FD-478D-9F30-1329DD519CAF}' and IsLogical = 0 The value 5768 is returned indicating that the 8000 limit has not been reached. I have also tried adding a DWORD called OLEDBTimeout with a hex value of 240 under the CRM entry in the registry. This has made no difference. I have tried re-booting IIS and the server itself. Many fields have already been successfully added to the Account entity by the same user in the past. Does anyone have any ideas as to what might be causing this? Tag: making CRM appointments with SFO Tag: 38535
  - 14
    - Ability to use customized fields within the merge/word templates Posted on behalf of a Partner. They wish to be able to use their own customised fields within the mail merge template especially as the current set of default felds are not applicable for their requirements with regards to name and address standards. (complained current set of fields are too amercianised Thanks ---------------- 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=8d8febb5-5f62-47b5-9003-d061feb8cb19&dg=microsoft.public.crm Tag: making CRM appointments with SFO Tag: 38534
  - 15
    - daily user access denied Hi There, I have done a couple of deployment for partners and 1 for a customer with integration. On one of the partner deployments I have the following daily error. If no person with the administrator rights are logged into the system ALL other users gets thrown off the application. While in this state all users can work perfectly to file sharing on the server, print, exchange are working fine for them. CRM will only strart to work again when the user with CRM admin rights logs into the environment.?? Any suggestions? Regards Warren Tag: making CRM appointments with SFO Tag: 38530
  - 16
    - how to send mail to a specific id When chosing to send mails to an account, I just get to choose the account. But there are cases where I maintain more than one mail ids (email1, email2 and email3 fields). Is it possible for me to choose which mail id of the account I want to send the mail to? Thanks Tag: making CRM appointments with SFO Tag: 38529
  - 17
    - 2 Formatting Questions - Currency and Dates Date Fields: Can we, in the CRM forms, format dates to read into the â??15 Aug 2005â?? format? This is possible in reports, but by default, the forms use only numbers for dates, but in any format. Currency: Any ideas of how to track multiple currencies in the same application - specifically USD and Canadian? I know a Microsoft CRM installation currently supports one language. But aside from using a picklist to specify "USD", "CAN", "MEX", or other I'm concerned about how their forecasting. -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: making CRM appointments with SFO Tag: 38528
  - 18
    - Keeping user specified Opportunities Confidential We have a client who by default wants an open security where all opportunities can be Read (not edited) by others. However, there are instances where an opportunity must be denoted as "Confidential" where no one except specified people may have access to this record(s). Any ideas on how I can accomplish this? The use of Teams is out because this by default All users can Read All Opportunities. -- Carroll Little Vis.align, LLC 610-692-3290 x3326 www.visalign.com Tag: making CRM appointments with SFO Tag: 38525
  - 19
    - Setup failed - Crm 1.2 italian Hi, we are trying to install Crm 1.2 italian on Small Business 2003 italian. Before installing Crm we have the following prerequisites: â?¢ Internet Information Services (IIS) installed and the services started. â?¢ Windows Indexing Service started on the installation computer. â?¢ Microsoft Message Queuing Service installed as a Message Queuing Server and started. â?¢ Active DirectoryÂ® in native mode. â?¢ Microsoft XML Core Services (MSXML) 4.0 installed. â?¢ The SQL Server service and SQL Server Agent started on the SQL Server computer (Sql2000+Sp3a). We have also default web site and Windows Share Point running. At the end of installation we have this message: "Setup was unable to install Microsoft Crm Server. Setup was unable to configure the web services that are using Microsoft asp.net" Anyone can help us? Tag: making CRM appointments with SFO Tag: 38523
  - 20
    - Integration application with SFO when offline and disconnect from network Dear Expert, Anybody known How to configure Microsoft CRM integration application for using with SFO when offline and disconnect from network?? Thank you, phong Tag: making CRM appointments with SFO Tag: 38521
  - 21
    - CRM App Pool Network Service What do I have to mention to setup crm app-pool as network-service? TIA Stefan Tag: making CRM appointments with SFO Tag: 38520
  - 22
    - Cannot promote email to CRM record and select regarding case In SFO we cannot promote an incoming email to a CRM record and select regarding Case. We can select regarding everything else, and when sending we can select regarding Case, but when promoting Case is simply not on the Drop Down menu. We have 1.2 with all the latest updates. Can someone please help? Tag: making CRM appointments with SFO Tag: 38512
  - 23
    - urgent help needed We are doing migration of data to our newcrm system. We made a mistake in mapping the data because of which the subject of the activities was not transferred properly. Now the issue is we have 500000 activities (all with closed state)) with the wrong subject name. We know what the subject should be but do not have enough time to delete all these all these activities and transfer data again. Since we do not use offline capabilities, is it safe to directly update the activity subject in the CRM database? Tag: making CRM appointments with SFO Tag: 38511
  - 24
    - Deploying CRM customization Hello I have made some customization on my development environment and have to deploy it on the production environment. I have taken a backup of the crm website and the backups of the Metabase and the MSCRM databases After restoring the site and the databases. I get a User access error when i access the CRM using the web client. I checked the user access on the databases and the Website and they are fine. Would i have to use the Deployment manager to Export/Import customisation to do this? Any help is useful Regards -Riz Tag: making CRM appointments with SFO Tag: 38509
  - 25
    - CRM - Action Pack - Cannot install I received CRM 1.2 as part of my Action Pack Subscription. I'm trying to install it on a server I just setup and it won't take either of the product keys on the back of my CD sleeve. Tag: making CRM appointments with SFO Tag: 38508

Hi all,

Our secretary makes appointments for colleagues using the button 'CRM
appointment' in SFO (Sales for Outlook).

In the 'Scheduling' tab attendees can be added for the appointment. As
our secretary does not want to include herself in the attendee list,
she removes her own name in this list.

However, after saving and closing, the appointment not only a appears
in the calendar of the attendees but also in the one of the secretary.

My question is whether it is possible to avoid this, hence making a CRM
appointment that does not include the organizer.

Thank you for replying.

Regards, Basman

Re: making CRM appointments with SFO by Support

Support
Wed May 25 04:35:26 CDT 2005

Hi!

For that purpose we have developed the GroupCalendar Add-On
for MS CRM 1.2.
It is a Calendar in the WebClient of the MS CRM which allows the
user to look into his own and also others activities and in your
case to filter the activities that you only see the activities
(appointments) you are an attendees.
In that case you do not have to change the organizer because the secretary
is the organizer anyway the appointment will only be shown in the calendar
of the attendees.

If you are interested look at www.mscrm-addons.com and download
a trial.

christian
___________________________________
support@mscrm-addons.com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM

<basmanpro@hotmail.com> schrieb im Newsbeitrag
news:1117005756.535741.206620@g44g2000cwa.googlegroups.com...
> Hi all,
>
> Our secretary makes appointments for colleagues using the button 'CRM
> appointment' in SFO (Sales for Outlook).
>
> In the 'Scheduling' tab attendees can be added for the appointment. As
> our secretary does not want to include herself in the attendee list,
> she removes her own name in this list.
>
> However, after saving and closing, the appointment not only a appears
> in the calendar of the attendees but also in the one of the secretary.
>
> My question is whether it is possible to avoid this, hence making a CRM
> appointment that does not include the organizer.
>
> Thank you for replying.
>
> Regards, Basman
>