mass of cases/tasks/emails assigned to user

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  - 1
    - CRM 1.2 to 3 I have a CRM1.2 database which has been put onto an SQL2005 server in SQL 2000 compatability mode. The site it was at was migrating from SQL 2000 and the CRM1.2 system was no longer in user, so they moved the database (backup from old server and resotre to new) over to the new server before getting rid of the old one. Is there any way this database can be upgraded to use CRM v3 (and then onto v4) I know 1.2 isnt supported on SQL 2005, so I cant install 1.2 for this upgrade process. The old SQL 2000 machine is no longer available, and the backup taken prior to the move has gone as well. Hitesh -- Tag: mass of cases/tasks/emails assigned to user Tag: 99554
  - 2
    - inbound email showing "In Progess" but not in the history of the contact Get the email router setup and managed to send an outbound email to a contact and this was recorded against the contact. When they replied the email was received and shows in my "In Progess" folder whoever when I look at the activites or history for the client this email does not show? Can someone advise..... Thanks P Tag: mass of cases/tasks/emails assigned to user Tag: 99553
  - 3
    - Question on Activity (Service Activity) Associated View Using CRM 3. I have a custom field in Service Activity form. I would like to expose this field in associated view of activity under CASE. I realised that activities, we view under any entity as associated view, come from Activity entity and not from Service Activity entity. Does anyone know a work around? Tag: mass of cases/tasks/emails assigned to user Tag: 99541
  - 4
    - CRM Moving Sql Server 2000 to 2005 (Database and report) new Serve Hi, I'm working to move sql server 2000 to sql server 2005 on a new server. CRM 3 is installed on one server and Sql 2005 and Reporting Service on an other server. I backuped and restored the database succefully. But I have an issue when I produce reports. On some reports, I have the graphic with fields where "#Error" is display. Any idea? Thanks David Tag: mass of cases/tasks/emails assigned to user Tag: 99540
  - 5
    - Importing Accounts and Contacts using Data Migration Manager Hi, I imported the following in this order: 1. Accounts 2. Contacts (mapped Account Name to Parent Customer which was imported earlier) Is there a way to identify the contact as a primary contact during Contacts import so that Account is updated with a primary contact? Thanks. Tag: mass of cases/tasks/emails assigned to user Tag: 99535
  - 6
    - error when saving changes or sending email I have a client that just upgraded to 4.0. Only one user is having this problem. When saving any type of record or trying to send an email, he receives the Microsoft Dynamics CRM has encountered a problem. Please tell Micorosft about the problem., etc. The action completes successfully, but getting this error message every time is very annoying. Anyone have a suggestion as to what is causing this problem? Thanks, -Rick M. Tag: mass of cases/tasks/emails assigned to user Tag: 99532
  - 7
    - CRM 4 no longer supporting sql 2000 Could someone from Microsoft please explain to me why the latest version of "Microsoft DYnamics" GP supports sql 2000, but the latest version of "Microsoft Dynamics" CRM does not? If a customer has both, that already upgraded to Dynamics 10 on sql 2000, cannot upgrade CRM, due to them dropping support on sql 2000. How is sql 2000 not supported, when it's supported with Microsoft and DYnamics GP? Tag: mass of cases/tasks/emails assigned to user Tag: 99529
  - 8
    - Field inheritance from account to contact Hi, I see that CRM 3.0 only inherits the main phone no. (telephone1 attribute) from Account to a new Contact to that Account. I cannot find the code doing that under field events, form events or view events. My intention is to duplicate that behavior for other fields (such as fax no.), so does anyone know how this is done by CRM for telephone1 attribute? Thanks Dan Tag: mass of cases/tasks/emails assigned to user Tag: 99528
  - 9
    - Setting up the CRM email router for inbound/email email capture? Hi all. Setup the email router on the exchange server however it doesnt seem to work as expected. What I am trying to acheive is that all users who send email via outlook the email gateway will now that this is a contact on CRM and tag the email. When looking CRM the email will then show as an activity, when the user replies the reply needs to be tagged against the contact. In the configuration do you need to setup inbound/outbound profiles for each user or is this global for each user account? Thus I have one of these for inbound and one for outbound, one deployment and then attach this to the relevant user? Thanks Tag: mass of cases/tasks/emails assigned to user Tag: 99524
  - 10
    - Can't Go Offline With CRM 4.0 I just upgraded from 3.0 to 4.0. I am running Outlook 2007 on a Win XP laptop. I finally was able to get the CRM Client installation but now if I try to go Offline I get the following error: The requested Performance Counter is not a custom counter, it has to be initialized as read only Any ideas as to how to fix this? Thanks. Rick Bellefond RB Data Services Tag: mass of cases/tasks/emails assigned to user Tag: 99523
  - 11
    - Proxy Error 407 We recently installed a business card scanner to import data into MS CRM 3.0 The following error message is received "The request failed with HTTP status 407: Proxy Authentication Required". Our Security mgr observed the proxy activity and stated that the software is not making any internet access attempts but trying to access an internal server. He concluded that this could be a configuration issue either of the CRM server itself or in the client software. Is there a specific place within the CRM server or application where I need to enter credentials for the proxy? Has anyone ever run into this error? Tag: mass of cases/tasks/emails assigned to user Tag: 99520
  - 12
    - Context-Sensitive Help 1. Is there a way to augment the supplied Help file with customized procedures specific to a customer? 2. Or can a customized help file be incorporated into the Microsoft help application? -- LaRae Tag: mass of cases/tasks/emails assigned to user Tag: 99518
  - 13
    - SOS! List of fields for Contact does not show-Advanced Find, Work Hi, I noticed today, when I try to do an advanced find or edit filter in a view for the Contact entity. All other entities show the list of fields. How do I get them back? Voni Tag: mass of cases/tasks/emails assigned to user Tag: 99516
  - 14
    - Successful Duplicate Detection Okay... We have a CRM 4.0 deployment - the problem is that when a duplicate detection job completes succesfully and the user receives the notification that the job completed successfully it reflects the wrong server URL. The URL in the display below actually refers to a staging environment. I'm at a loss to explain where this URL came from. Does the discovery service play a role in this? http://SAL-IIS-01:5555/USDEV/tools/asyncoperation/edit.aspx?id={00000000-0000-0000-0000-000000000000} should be: http://YAL-IIS-01:80/USCORP/tools/asyncoperation/edit.aspx?id={00000000-0000-0000-0000-000000000000} I have a case open with Microsoft to troubleshoot this - and will update the resolution on this usenet group. Tag: mass of cases/tasks/emails assigned to user Tag: 99515
  - 15
    - Notify user when a tasks is assigned to them? Hi all. Just getting to grips with CRM 4 havent used it since 1.2. I would like the user who is assigned a task to receive an email notifying them that it has been assigned to them. Can this be done? HJad a quick look ino Workflwo but you had to select the user in the to/from of the email where as this would not be known Thanks Tag: mass of cases/tasks/emails assigned to user Tag: 99509
  - 16
    - Close Lead Window after Converting to Opportunity Hi All, Anyone knows javascript code or any code that can do Close Lead Form/Window once Convert Lead to Opportunity? it means there is only Opportunity window is open. Thanks adn Appreciations. -Toi Tag: mass of cases/tasks/emails assigned to user Tag: 99506
  - 17
    - Replacing Telephone Area codes with Area names Hi everyone Can anyone please assist me, I'll like to know if its possible to have a area name written on the Country/Region field when the area code on the Telephone field is typed in, that is when the user types 011, then Gauteng should automatically be input on the Country/Region field. Thanking you in advance for your response Mavie Tag: mass of cases/tasks/emails assigned to user Tag: 99503
  - 18
    - Viewing targeted products as separate entity Hi all I was wondering if anyone can assist me, we have a client that would like to have an entity within the Account form that will show all products that has not been sold to that client. For example if the Account is ABC, they will like to have an entity in Navigation bar that will be named Targeted Products where they will view all products that they have not sold to ABC. Your help will be appreciated Tag: mass of cases/tasks/emails assigned to user Tag: 99501
  - 19
    - CRM 4.0 Mail Merge History Stamp I've done a mail merge for contacts usign the CRM 4.0 web client. After the mail merge was complete, I went to the history to see if the letter activity was there. It was not. Shouldnâ??t there be a history stamp after the mail merge is completed or is this a bug with the web client and mail merge? Tag: mass of cases/tasks/emails assigned to user Tag: 99499
  - 20
    - How to handle ad-hoc cases Some of our contract customers only have pre-paid support for their servers and we handle this by assigning a monthly paid contract template to them. How should we handle tracking ad-hoc support they require on items not covered by the contract when they don't buy a time or no. of cases based contract? Kind regards Steve Wright Tag: mass of cases/tasks/emails assigned to user Tag: 99498
  - 21
    - Fax activities for a campaign to multiple recipients not sent When you distribute fax activities for a campaign in Microsoft Dynamics CRM 3.0, the fax activities are not automatically sent to the recipients. Instead, you have to open each fax activity. Then, you have to send each fax activity manually. Does anyone know how to automate this? Tag: mass of cases/tasks/emails assigned to user Tag: 99497
  - 22
    - Offline working with Service in CRM 4 Today we are using CRM 3 but we are looking into version 4. One question I have is how the Service part is working. With version 3 it is possible to work offline with Sales but not with the Service module. Are there any enhancements done for Service regarding this? Tag: mass of cases/tasks/emails assigned to user Tag: 99493
  - 23
    - Workflow Configuration Tool, SDK 4 Hi all. We're having this trouble, maybe something similar happened to any of you. Environment: Visual Studio 2005-Spanish-SP1 Instalation of â??Visual Studio 2005 Extensions for Windows Workflow Foundation (ES)â?? Build \sdk\Tools\WorkflowConfigurationTool.sln Close VS2005 Execute and install \sdk\Tools\DeployWorkflowTool\Release\DeployAddin.msi, everything seems to go fine. When opening VS2005 again we get this error (it's in spanish, so this is a try of translation): The add-in â??Microsoft Dynamics DRM Workflow Configuration and Deployment Managerâ?? coundâ??t load because an unexpected error. Â¿Do you want to remove this Addin? If you choose YES, the file this addin loaded from , â??c:\.........\CRMWorkflowAddin.AddInâ??, will be renamed. Error message: The parameter is incorrect. Error number: 80070057 Thanks in Advance Tag: mass of cases/tasks/emails assigned to user Tag: 99487
  - 24
    - Exporting Notes, History, Activities from ACT! 10 Hi, Does anyone know how to do this? Our client can export contacts but do not see any way to export notes, history and activities. Thanks. Tag: mass of cases/tasks/emails assigned to user Tag: 99486
  - 25
    - 4.0 Client Install -- ERRRRRRR So the install goes fine. Run through the config wizard and that seems ok (detects all tenants with no errors) Open Outlook, looks like it goes through the inialization process then it errors out and the toolbar goes grey. There are 2 errors in the event log. Initialization of the Microsoft CRM UI failed. Try restarting Microsoft Outlook. HR=0x80004005. Context=. Function=CAddin::HrActivateAddin. Line=665. The Microsoft CRM command bar could not be loaded into Microsoft Outlook. Restart Microsoft Outlook and try again. HR=0x80004005. Context=. Function=CAddin::HrInitializeUI. Line=142. So stink'n painful. Every second I spend on the outlook client drives me crazy! Thanks for the help! Tag: mass of cases/tasks/emails assigned to user Tag: 99482
- Next
  - 1
    - Experiences with Coghead to implement one elementary CRM ( 5 users, What are your experiences with this source? Pros vs. Cons. based on your experience, specifically deficiencies if any. ( speed ?, easy to make backups of databases ?, too many incidences ? ). Initially I see as positive from this solution the flexibility to adapt progressively to the way that client works. Thank you Tag: mass of cases/tasks/emails assigned to user Tag: 99478
  - 2
    - Change Stage in CRM4 In opportunities in V3.0, under the Actions drop down menu, there was an item called "Change Stage...". This is not present in v4.0. How can this functionality be accessed in V4.0? Thanks, Wayne. Tag: mass of cases/tasks/emails assigned to user Tag: 99477
  - 3
    - changing values in old orders Hello, I made a few new sections in the "ORDER" form - More specific information about the orders.. Is there a way to add this information to old orders? the places in the form are "grayed out"... Thank's Tag: mass of cases/tasks/emails assigned to user Tag: 99476
  - 4
    - Transfering data from CRM 1.2 to CRM 3.0 Hi, I have a 1.2 CRM installation in a server in which I wasn't able to perform an upgrade to CRM 3.0. I made a new installation in a new server with CRM 3.0. Now I need to transfer the data from my old server to the new one. In short: Server1-CRM1.2 -- move data to --> Server2-CRM3.0 Â¿Can somebody tell me how to do this? Thanks in advance -- Marcos Bertoldi Tag: mass of cases/tasks/emails assigned to user Tag: 99474
  - 5
    - CRM 4.0 sample exams Is there any way to get sample exams? Thanks in advance, Fernando Tag: mass of cases/tasks/emails assigned to user Tag: 99473
  - 6
    - East vs. West Role Puzzler. We have a parent organization and 4children organizations under it Gov for Government and Com for Commercial. Parent: My Organization Child 1: My Organization East Gov Child 2: My Organization West Gov Child 3: My Organization East Com Child 4: My Organization West Com I have one user who is a part of <My Organization East Gov> but needs to be able to access <My Organization West Gov>. I tried to create a role at the <My Organization West Gov> level but I cannot give him access due to his business unit. I cannot see another way to do it without giving him <My Organization> access, which we do not want him to be able to access any of the Commercial info? Any suggestions? Tag: mass of cases/tasks/emails assigned to user Tag: 99472
  - 7
    - Tracking Outlook Appointment in CRM - error and resolution User selected the Appointment, Track in CRM, selected the Contact to relate and Save and Close, then would get the following error: An error occurred promoting this item to Microsoft RM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. This item has been saved to Microsoft Outlook but is not being tracked in Microsoft CRM. After many times back and forth with support, the problem turned out to be that the Role the User was assigned to had been a NEW Role that we created and somehow it became corrupt. We determined that since the System Administrator Role worked. The fix was to create a new role as a COPY of the System Admin Role, then edited all of the permissions. I'm glad to say that it's now fixed, but we have to recreate the other Roles we copied from the original "NEW" one. I hope this helps anyone with a similar issue. Tag: mass of cases/tasks/emails assigned to user Tag: 99469
  - 8
    - Can't see Dev domain AD users when I create a new CRM user In CRM 4.0, I am trying to create several new users. I've created them in our Dev domain AD, but CRM can only see users in our production domain. We do have some pre-existing Dev domain users that work fine, so I'm wondering if some setting has gotten out of whack. thanks - Pam Tag: mass of cases/tasks/emails assigned to user Tag: 99467
  - 9
    - CRM 4 "Send Direct E-mail" to multiple contacts Hi everybody, Everytime I choose a contact and I press the "Send Direct E-mail" button it sends the email correctly. On the contrary everytime I choose more that one contacts the emails are never sent with no error. I noticed that everytime I try to send bulk email this way, a System Job appears at "Settings-System Jobs" of type "Bulk E-mail" and status "waiting" and it stays there for ever. Any help would be much appreciated. Thank you in advance. Tag: mass of cases/tasks/emails assigned to user Tag: 99466
  - 10
    - adding history text to bulk contact records- from an Excel spreads we have an excel spreadsheet that contains contact record naming as in CRM and an additional column of text- we want to place this text into the contact record- each contact record has a different history text that needs to be added as a history item - the contacts exist in CRM already- we are just wanting to find a easy sure way to add the history Tag: mass of cases/tasks/emails assigned to user Tag: 99465
  - 11
    - CRM 4.0 Outlook client keeps crashing outlook 2003 I was able to install and configure the CRM 4.0 Client for Outlook (Off Premise) on a notebook that has Windows XP Pro SP2 and Office 2003 with SP3. When I open Outlook the CRM toolbar initializes and works fine. When I click to go offline it gives me an error: Microsoft Visual C++ Runtime Library Runtime Error! Program: C:\Program Files\Microsoft Office\Office 11\Outlook.exe Abnormal program termination or This application has requested the Runtime to terminate it in an unusual way. Please contact the application support team for more information. There are no contacts with DOB and I have recreated the outlook profile and still get the same error. Outlook works for 2mins to maybe 12mins before crashing and this is just having outlook open. If I disable the CRM addin outlook works fine without crashing, but as soon as I enable the CRM addin outlook crashes. Any help will be appreciated, Thanks. Tag: mass of cases/tasks/emails assigned to user Tag: 99464
  - 12
    - Product Catalog with product details per account CRM4.0. How do setup the product catalog so that a product description is unique to each account? When I look at the product listing under a client, when a product is opened, it opens up the system/global properties for that product. I need it to show product details that relate only to that specific account. I envision it working similar to the oppourtunityproduct entity. Has anyone set this up? Any write-ups? I'm surprised this is not an out-of-the-box function. Thanks. Alex Tag: mass of cases/tasks/emails assigned to user Tag: 99456
  - 13
    - does CRM 4.0 still support CRM mobile? From installation guide it indicates that CRM 3.0 mobile should be removed before upgrade to CRM 4.0? so the question is does CRM 4.0 mobile exist? Tag: mass of cases/tasks/emails assigned to user Tag: 99454
  - 14
    - Outlook plugin 401 unauthorized error Hello. I can use some help with the Outlook client for CRM 4.0. I setup the CRM server last week. I installed the client on Outlook 2007 and it was working fine for a few days. I came back to it today and my Outlook fails to load the plugin. I had this happen before once and I re ran the configuration tool and when I enter the url of the CRM server http://sqlsrv:5555 and click next, I rec'v an error popup... "The request failed with HTTP status 401: Unauthorized." I havn't done anything to IIS permissions on sqlsrv, in fact nothing changed except a few reboots os my DC which is on a different server. Web access to crm is fine with the same url. Thanks in advance for your assistance Kevin B -- RHCE, Linux+ and MCP Tag: mass of cases/tasks/emails assigned to user Tag: 99438
  - 15
    - Data migration from ACT! 10 to CRM 4.0 (hosted) Hi, Does Data Migration Manager support the above? We need to migrate accounts, contacts and related history and activities from ACT! 10 to CRM 4.0 (which will be partner hosted). Thanks. Tag: mass of cases/tasks/emails assigned to user Tag: 99436
  - 16
    - System requirements for single-server using Small Business Server What would be the recommended system requirements for a single-server deployment of Microsoft Dynamics CRM 4.0 with the following: 1. Microsoft Windows Small Business Server 2003 Premium Edition R2 (functioning as an Active Directory Domain Controller) 2. Microsoft Dynamics CRM 4.0 Professional Server 3. SQL Server 2005 Standard Edition SP2 4. SQL Server 2005 Reporting Services 5. Data Connector for Microsoft Dynamics CRM 6. Exchange Server 2007 Standard Edition 7. Microsoft Dynamics CRM E-mail Router I have basic system requirements for the CRM server from the Implementation Guide, but that's not sufficienct. Tag: mass of cases/tasks/emails assigned to user Tag: 99431
  - 17
    - Deploying CRM 4.0 Outlook client with GPO Hi; Has anyone seen any guidance on how to roll out the CRM 4.0 Outlook Client using Group Policy? In CRM 3.0, MBS provided instructions but I cannot find them for v4.0. Thanks in advance. Dave Ireland Tag: mass of cases/tasks/emails assigned to user Tag: 99429
  - 18
    - Clean isv.config Hi Does anyone has a clean isv.config without all the test buttons ? Tag: mass of cases/tasks/emails assigned to user Tag: 99428
  - 19
    - Bulk Import doesn't work Dear Friends I'm trying to import accounts and contacts into CRM using a .CSV file. With other customer, this process works fine, but, with this one, a CRM 3.0 with an independent Exchange, shows on the activities window, a record with all info about the import file, creation date, etc, and the status reason column, with the pending status. I use a file with few accounts (5 o 10) and I let it go for 2 days, but the record remains with the status "pending" and no account records. Any thing to review to fix this? Thanks -- Luis Quiroz Tag: mass of cases/tasks/emails assigned to user Tag: 99420
  - 20
    - Error previewing reports in CRM 4.0 We recently installed and removed Systems Esstentials 2007 from the same server with our CRM 4.0 installation. After removing the Systems Essentials, it left behind all the reports on our /reports server. This is the same /reports server with our CRM 4.0 reports. Now, those reports are missing from the /report server. We are having some issues with previewing or running CRM 4.0 reports. Does anyone know of a way to reinstall or reupload those reports. I tried a repair of CRM, but it did not reinstall the reports, back to the report server. Any help would be appreciated. Thanks, Brian Tag: mass of cases/tasks/emails assigned to user Tag: 99419
  - 21
    - Looking for CRM Solution Does anyone use, or has anyone encountered, a CRM based solution used for residentail, multifamily property management? Tag: mass of cases/tasks/emails assigned to user Tag: 99418
  - 22
    - crm 4 onload event - permission denied error I just upgraded a client to crm 4.0. Certain users are now getting an error when opening an Account record. The error is a permission denied error relating to the onload event. One of the users receiving this error has the system administor role. I am able to open these records on the server without any error. Any thoughts on this? Thanks, -Rick M. Tag: mass of cases/tasks/emails assigned to user Tag: 99416
  - 23
    - Can I delete AD entry after User Record disabled in 3.0? Hi, Once a user record has been disabled, can I safely delete the Active Directory entry for that user? Thank you! Voni Tag: mass of cases/tasks/emails assigned to user Tag: 99415
  - 24
    - Need to change next invoice number to start new sequence Does anyone know how to tell CRM to start the next Invoice Number say to 3000 if you are sitting at 2215, and from then on move to 3001 and so on? Tag: mass of cases/tasks/emails assigned to user Tag: 99414
  - 25
    - IFD and custom reports. We recently set up IFD and now I am unable to open reports that were previously working. I have specified the connection string in my reports and the do work if I load them directly to Reporting Services but I get an error message when trying to run them from the GUI after loading them using the GUI. The strange this is that any reports I load via Reporting Services do not show in the report list, but when I load them via the GUI they show in Reporting Services. A final strange thing is that one report that was not working because it was loaded via the GUI was deleted from Reporting Services directly BUT it still shows in the GUI? Any suggestions? Tag: mass of cases/tasks/emails assigned to user Tag: 99412

hello,

I have just hada really strange thing happen in CRM 4.0. one user has just
been assigned over 90 tasks/cases/emails. Has anyone ever had such a
problem?

Thanks

Ian

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