CJ - i need now, how use to Progressbar with CRM 3?

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- Previous
  - 1
    - Lookup associated to Account I added a Contacts lookup field on the Accounts form. When I click it to select a Contact, it shows me every contact from all Accounts. I need it to show me the JUST contacts that belong to the Account that I am currently in. Can this be done? Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68139
  - 2
    - Copying a picklist value using onLoad Hi, I want to copy a picklist value to a text field using the onLoad event. The reason for this is because I was to record what the status reason was when the record was last open. Therefore when the record gets disqualified we can see what the status reason was when it was last open. Is this possible? Here is my code so far var i; i = crmForm.statuscode.value; crmForm.new_statusreasonwhenlastopen.value = i; Thanks James Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68138
  - 3
    - Crystal Reports Export to PDF First page is Backwards I am generating PDF reports using the CrystalDecisions.CrystalReports.Engine.ReportDocument object. For some reason, the first page of the generated report is backwards. The rest of the report is fine. This only occurs with PDF's. The RTF Export is working fine. When I say its backwards its more of a mirror image. If the report should look like this: Report Title Column 1 Column 2 It generates as a PDF like this: eltiT tropeR 1 nmuloC 2 mnuloC Has anyone seen this behavior before? DO you know if it is a bug and if there is a fix? Thank you Rich Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68136
  - 4
    - Cannot view CRM contacts in new Outlook email message I have a user that cannot view the CRM Contacts or Accounts address book in a new Outlook email message. The error "The address list could not be displayed" shows. The user can view Outlook contacts but no CRM contacts. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68134
  - 5
    - CRM activity assignment When I create an activity, I would like to be able to assign it to someone else. When try to change the owner, I receive an error saying "The logged-on user does not have the appropriate security permissions to view these records or perform the specific action..." I have set the assign permission under activity to "organization". I have also set all permissions under activity to "organization". The CRM administrator account can assign these activities to others and has the same permissions on activities. I also matched all the assign permissions for that account, but it did not help. Any help would be appreciated. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68133
  - 6
    - Users and access in CRM Hi, My problem seems to be very easy, but I don't know how to solve it. So, I am making a migration from a custom Database to a CRM database.And I have this small issue: When I add a record in AccountBase table, I have to add 'OwningUser' and 'CreatedBy' . I want all users who are using the system to be able to see the records. I tried to create a System User, but I couldn't manage to set his access and configure the settings properly and nobody was abale to see the records. Have you any idaes how(where) to set the access of the system user (to let all the users see the records.) Thanks, Katia Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68132
  - 7
    - Edit Navigation Pane Hi Can anyone please explain to me how you can edit the navigation pane? ie. A certain user may only see accounts, contacts and campaigns in their navigation pane while another user may see accounts, contacts, campaigns and products in their navigation pane? Any assistance would be greatly appreciated. Thanks Mark Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68124
  - 8
    - How can you customize the left Menu? Hi all, I would like to display only "Opportunity" in the "Sales" area. How can do that? Thanks in advance. Alan Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68120
  - 9
    - Developer edition of SQL Server 2005 Dear All I am trying to evaluate Dynamics CRM internally for ourselves and potential clients. We only have SQL 2005 developer edition in house (MSDN) and it appears (for some odd reason) that this edition (specifically reporting services) is not supported. Is this correct, as it doesn't make any sense? Is there a workaround as I am unable to use our live full version of SQL Server 2005 to trial this on. Thanks Ian Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68119
  - 10
    - Error by receiving an eMail with CRM token Hello, I had installed the crm email router on our exchange server. If I get an email with crm-token an error occurs on the exchange server (MS CRM Exchange eMail Router). The info in the event log is: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Fehler beim Ã?berprÃ¼fen von Nachricht: 'RE: Title CRM:00050004' in Postfach: 'crmservice' vor der Ã?bermittlung (System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.Web.Services.Protocols.SoapException: Server was unable to process request. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.EmailWebService.CheckIncoming(String messageId, String subject, String from, String to, String cc, String bcc, Int32& reasonCode) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.CheckIncoming(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Whats the problem? greetings, Stefan Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68113
  - 11
    - It should be possible to click on an e-mail adress to create a new It should be possible to click on an e-mail adress to create a new e-mail message. In the "contacts" windows there is an "e-mail" field. If there is written something e.g. "dan@microsoft.dk" and it is both underlined and blue, then it normally means that its possible to CLICK ON IT.. to activate the system to create a new email.. This is what is "standard" procedure in Windows-programs and on the internet. SO... Why is that not possible in MS CRM? If its not what was intended, I dont understand why You make it underlined & blue... ---------------- 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=5fc94fbe-7fab-4015-b2ce-ca69fbb8062d&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68107
  - 12
    - Export data to word template I've read that it's possible to export CRM data into Word (and other Office applications) by configuring an ODBC connection. Since I'm a novice when it comes to this sort of stuff, can anyone tell me how this is done? Cheers Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68105
  - 13
    - bidirectional Outlook to CRM synchronization Is there any way to have existing or new appointments in the outlook calendar synchronized with the crm calendar (current setup- exchange 2003, crm 3.0, outlook 2003 all on 2003 server)? We have the crm outlook client installed and synchronization works for appointments created in CRM, but not for those created in outlook. Is the client suppose to provide two way synch or maybe a setting or event sink to automatically have all newly created outlook appointments tracked in crm? Thanks in advance. -- Michael Richmond Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68104
  - 14
    - CSV Import I need to import our customer records from our previous CRM. It looks like I can do this using the Import function inder tools. Can you confirm if I would use the schema name or guid as the collumn headers? -- Thanks! Marlene Lopez Axeus Inc mlopez@axeus.com Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68103
  - 15
    - Completing CRM Appointments in Outlook Hi Guys, Just a small question. Just wondering if there is a way to complete an appointment in outlook. Basically, when an appointment in outlook is synchronised to CRM, CRM will leave the status of the appointment set to scheduled. It would be nice to stay in outlook at a high level and be able to complete the appointment without having to dive into the CRM appointment record. Sorry for being one of those fussy users ;-) Kind regards, Ben F. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68102
  - 16
    - Linking custom fields Hi, Currently we are not using CRM workflow for the sales process. I have created two custom fields called "Sales Stage" (Pick List) and "Probabilty"( Int). Can I automatically change the probabilty % based on the change in the sales stage? Regards, Pradeep George Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68100
  - 17
    - Merging 2 Really Large Contacts or Accounts I've found that when trying to merge 2 really large items, ASP crashes and a rollback ensues ending with the Service /Application Unavailable message. These would be contacts with 10k activities, Accounts with hundreds of sub-accounts, etc. This also happens with reassigning user records for users with hundreds of thousands of associated records. Merging works fine with smaller records however. Any ideas? Thank you. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68097
  - 18
    - Fetch and deletion I am trying to delete relationship through sdk and insert them back in. I am doing a fetch and then doing a delete. The Fetch returns the one which are deleted (deletionstatecode = 2) before also as well as the ones which I want to delete (deletionstatecode = 0) . How can I filter that. Right now it is not harmful as the service.execute throws an exception that object not found, and proceeds the insert. I want to know how I can avoid the stale data in my fetch. Looks like the deletionservice does the clean up, but want to avoid this situation, if I am running before the deletion service. Thanks string fetch2 = @"<fetch mapping=""logical""> <entity name=""customerrelationship""> <attribute name=""customerrelationshipid""/> </entity> </fetch>"; String result2 = service.Fetch(fetch2); log.Info(result2); System.Xml.XmlDataDocument qdoc = new System.Xml.XmlDataDocument(); qdoc.LoadXml(result2); System.Xml.XmlNodeList qNodes = qdoc.SelectNodes("resultset/result") ; for(int i=0; i<qNodes.Count;i++) { log.Info((qNodes[i].InnerText) ); TargetDeleteCustomerRelationship targetDelete = new TargetDeleteCustomerRelationship(); targetDelete.EntityId = new Guid(qNodes[i].InnerText); DeleteRequest delete = new DeleteRequest(); delete.Target = targetDelete; try { service.Execute(delete); } catch (Exception e) { CrmExceptionHandler exceptionHandler = new CrmExceptionHandler(e); log.Error(exceptionHandler.ToString()); } } Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68095
  - 19
    - Create new lookup How do you create a new lookup field? I want to make a new lookup field on the opportunity page to look up contacts only, so I can selecta primary contact. I assume this has something to do with relationships/mapping. Contacts are already mapped to opportunities, and you can select either an account or a contact for the potential customer. However, I want to create another field to be able to select a contact only. Surely this can be done! Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68089
  - 20
    - Odd behavior of Look For feature In Dynamics CRM 3.0, the Look For box is supposed to honor the Find Columns settings specified in the Quick Find View. This appears to work for Accounts and Contacts, but does behave the same way for Leads and Cases. For example, try searching for the numeric portion of a case number with Case Number, Case Description and Title specified as the Quick Find columns. I can't find this behavior documented anywhere and the current user experience differs from what I can find in the docs. Does anyone know what's really happening behind the scenes? -- Bob McMahon Sr. Business Systems Manager Roland DGA Corporation Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68086
  - 21
    - Mapping Cutom Picklist Problems I am having a problem mapping a custom picklist. I created a custom attribute called New_Lender in three entities Opportunity, Quote, & Orders. I mapped these in several ways. From "Opportunity to Quote", "Quote to Order" and "Opportunity to Order". When I create an opportunity and select the appropriate lender from the picklist and continue up the process to quote or order the lender picklist does not map. I already have created other pick lists in this same way and they behave ok. I checked to see that the read only integers for the picklist matched up between the attributes in the three entities and they are identical. The original New_Lender attribute in the opportunity entity was mapped to another attribute that I deleted and then remapped to the attributes mentioned above. Is this a possible reason on why they don't map. Can anyone shed some light on this? Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68084
  - 22
    - Hide functions i Nav PAne I want to hdie modules for some users in Nav Pane: Marketing, Services, Customisation. I want them to see: SAles and Home area. I can't do this inspite of hiding this function in roles becouse there is still link to account and contact. The tabel with roles is empty in tabs: marketing, services, scheduling Thanks Lidia Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68080
  - 23
    - terminstall.cmd won't add more than 1 user. I have just installed Microsoft CRM 3.0 Desktop client on a 2003 Terminal Server using the instructions provided in hte CRM Desktop Client For outlook Windows Server 2003 Terminal Server. I installed it for the first user using the terminstall.cmd file and it worked. However when I try to install for another user It runs but does not install. If I go into their app data folder and open the terminstall log file I get the following message: ============== Starting CRM For Outlook TS Configurator Thu 09/07/2006 02:48 PM ================== Microsoft CRM 3.0 Client for Outlook is already installed ============== Ending CRM For Outlook TS Configurator Thu 09/07/2006 02:48 PM ================== If I delete that file run terminstall.cmd uninstall go back into the app data folder delete the two log files and the MSCRM folder in the app data\microsoft folder run terminstall.cmd install then it works for that user and the previous users as well Did I miss something in my orginal setup or is there a fix for this. Thanks in Advance Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68077
  - 24
    - Turning off Notes We sould like to turn off notes in Lead and Opportunity entities. It does not seem you can do this by security roles but I understand there is client side scripting to turn off notes. Can anyone provide the client side scripting. Appreciate any help. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68072
  - 25
    - Jscript on Lead Form? I am real new to CRM, and would like some step by step advice or sample code, but basically what I want to do is on the LEAD Form when someone filles out the First name field and then the lastname field I want to autopopulate the Customer Name field with First and Last Name. I assume I would do this on the onchange event in the lastname field, But I am puzzled, or just cant figure out How to do this. Thanks Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68064
- Next
  - 1
    - Provide a way to e-mail an article *from* the article I have finally found an article by browsing through the knowledge base, I'm looking right at it, and want to send it to someone, but there's no way to do that (AFAIK). Instead, I have to go to the menu, New > New Activity > e-mail, then create a message, and insert the KB article (search for it, or switch to Subject Browse in the pull-down, and browse down through the subject tree to find it again, assuming I have any idea where it was in the subject tree). An "E-mail This Article" kind of button would be very helpful. ---------------- 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=57940efa-19f1-4eff-acfe-3adc5d6a66e2&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68061
  - 2
    - Allow users to copy text from articles As far as I can tell, there is no way to select and copy text from a knowledge base article.* I've run into 2 situations so far this morning where that would've been useful. Linda *OK, I could unpublish it, then copy the text, or e-mail it to myself... ---------------- 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=1fe3e670-21c5-4149-a68d-9c0506cf1e37&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68060
  - 3
    - chahe order state from fullfilled I need to change via SDK orderstate to active. Dim state As New SetStateSalesOrderRequest state.SalesOrderState = SalesOrderState.Active state.SalesOrderStatus = 5 '-1 I tried with no result. According to SDK documentation the only one valid state is SalesOrderState.Submitted.I had success to change with Submitted only from Active state. Why? Is exist any way to change state of order to Active after it was closed. May be using Order Close ? Please help urgent. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68059
  - 4
    - Kerberos SharePoint CRM List Web Part problem It took a lot of time, but after following the instructions in the CRM List Web Part readme, I was able to get the web part working. Well, almost... The SharePoint server is on a separate server than the CRM server. There are two ways to get to our SharePoint site. One way is to use http://servername. The web part works correctly using this URL, presumably because it is using Kerberos. However, the most common way we use to access SharePoint is by using a DNS entry http://portal that goes to the same IP address and virtual server. But the web part is not working when we access SharePoint this way. I used a packet sniffer and found that it was using NTLM. Why would http://servername work with Kerberos and a DNS entry pointing to the same IP address not work Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68054
  - 5
    - passing field to report, anyone? Hi ! I have made a report and imported it into CRM. It is not a report taking data from CRM but from an ERP system. The thing is I need to pass accountnumber to the report so that the report shows data from the ERP system for only this account. Right now people have to point out the customer from a list twice, first in CRM and then also in the report, I need to parse this info to the report parameter, but how ? Are there systemparameters to use and in case does anyone have a list of those, that is I could say mydatabase.accountnr = @crmaccountnr and thus get my needed result ? Thanx Jack Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68050
  - 6
    - Crystal Report Error - Custom Print Button Hi, We have a custom quote report that is triggered from a button. When a user selects the Print Quote Button on the quote page, the quoteid is passed into a custom report we created and the quote displays. For some reason, this report is stopped working. All others are still working. When we try to run the report, we receive an erroneous error: Page header or footer longer than a page..... I opened the report in Crystal Report designer and was able to run it with no error.There are references to print driver issues on other Web sites. Has anyone run into this issue and if so, how did you fix it? Thank you, Donna Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68047
  - 7
    - Workflow and Appointment creation Why is not possible to create an appointment in Workflow as activity type? what other way we could create an activity type of Appointment within the WF Manager? Thanks in advance for your help Max Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68045
  - 8
    - Jobs in MS CRM 3.0 Hello, I see two jobs in SqlServer. 1.MSCRM Stored Procedure Priming 2.Start_Incremental on Allianz_MSCRM.ftcat_documentindex.[7.5] This jobs runs every 10 minutes or 15 minutes. Does this jobs need to run during those times? Is possible to start up this more rarely? thanks for replay Andrej Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68044
  - 9
    - Client 'Set Personal Options' greyed out How do I control what is greyed out on the web client 'Set Personal Options'. Currently, everything is greyed out for the users, but I'd like to unlock 'set the time zone' for instance. I've had a look in the security roles, but I haven't seen anything specific that controls the personal options. thanks hb Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68042
  - 10
    - Can not access system settings for "Organization" Hi, since I have uppgraded to CRM 3.0 I can not access the system settings for the organization. I get the message "Please contact systema administrator ..." However I can not find any trace on how to resolve the issue. Does anyone have advice? Mattias Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68039
  - 11
    - CRM for outlook 3.0 with CRM server version 1.2 Hi, I have a CRM 1.2 setup here (server + crm for outlook clients). I want to allow the users to download all contacts from the CRM database to their outlook contacts. At the moment it's just downloading all contacts that are shared with them or owned by them (I think). Reading through the groups I believe there should be a CRM \ Local Data menu through the Outlook client, but I can't find this on our clients so I'm thinking maybe it's just an option with version 3.0 CRM Outlook clients ? If so is it possible to upgrade the clients to this version without upgrading the server ? thanks, Alan Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68038
  - 12
    - Two CRM-configurations available for one users Hi, I will soon start a daughter company with a different set of customers. For these customers I want to have the account/contact view differently configured. However I want to be able to access both databases from my computer. Is there a way to configure this? I have crm 3.0. Regards, Mattias Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68037
  - 13
    - Jscript or workflow Jscript or workflow Is there away to change the Value of a Field Automatically via a jscript or Workflow? E.g. .one field is source (Picklist) (yahoo, google, msn, Micrsoft) than when I select one of them it should populate the next field called webpage with the URL of which ever one was selected Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68035
  - 14
    - Client side code to prevent duplications Hi Is anyone able to post an example of client-side code to identify the creation of duplicate records in CRM. This can either be for contacts or accounts records and any example would be extremely helpful. Thanks a lot Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68033
  - 15
    - Is it an Entity or what I Have a Client who is in the Apartments renting Business. They have about 100 units to rent out .with Different types of Configurations and Decorations. the leasing period is 2 years .how ever after 2 years they don't want to recreate a Unit they just want to link a new Tenant to it .any Ideas how I can create a Static List of Units. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68032
  - 16
    - Authentication Error after installation CRM 3.0 Hello I installed CRM 3.0 but i am getting Authentication Error after installation. Setup looks like One AD, 3 domain contorlers, I installed CRM on the one Domain controler. SQL 2000 SP4 and CRM 3.0 are on the same box. Exchange server is on the other box and working properly. i am member of DomainSP4 and then CRM 3.0 and underinstallation i did not get any error and it looks good but after installation i got error message at first attempt to login CRM via web prowser. 1: Authentication Error Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator. 2: This is error message from CRM Enviroment Diagnostics Wizard on the CRM Active Directory check. Domain Controller Cannot Be Found Cause Setup cannot locate a Domain Controller. Setup attempts to contact all Domain Controllers that is part of your Active Directory forest. A warning message is generated listing those Domain Contollers that cannot be contacted. If there are no Domain Contollers, then an error message is generated. The most common causes of warning and errors are: Network connectivity is preventing access to Active Directory domain controllers. In the case of a warning message, you may have domain controllers that are not avaiable. Solution Verify each of the following and then run setup again: Network connectivity to your Active Directory domain controllers. Your domain controller computers are operating normally. My question is what is minimum rights i need for installation of CRM on the AD. Do i need 100% full rights like Administrator? -- Maikal Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68031
  - 17
    - KB articles do not save correctly after adding section to template I created a template, used it to create an article, and published the article. Then I realized I needed another section at the beginning of articles like this, so I changed the template to include the new first section (keeping all the other sections). I unpublished the article, edited it to include appropriate content under the new first section, and saved it. Instead of the new content being saved under the first heading, it was saved under the second heading, and all the content in each subsequent heading was bumped down one. The content from the last section was lost. When I tried again, everything got bumped down again, and another section's content was bumped out of existence. No workaround that I could find - just don't add sections to templates that are in use. Something got out of sync, apparently. I did not test this by adding new sections in other positions (than first), or at the end. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68017
  - 18
    - Is there a way to view articles according to the subject tree? Is there a way to view a complete listing of knowledge base articles according to the *expanded* subject tree. The only way I see is to poke around through each subject, sub-subject, and sub-sub-subject, until you stumble onto an article (or a bunch of empty subjects). I'd like to see something more like a table of contents, where a user could see all the available articles at a glance, organized by subject. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68016
  - 19
    - Expand the article comments on the Comments tab As it is now, when there are comments about an article, one must open each one individually to read it, then close it. This makes it very hard to scan all the comments about an article. If the comments could be listed down the page, one after the other, reading them would be much easier. BTW, a workaround I am considering, where possible, would be to write very brief comments in the "Title" field, as the titles *are* shown in the list. ---------------- 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=626ee81b-6dbf-4784-9da1-a86b468b01bb&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68014
  - 20
    - Show the number of comments on the Comments tab Rather than making each user "check" the Comments tab each time they view an article, it would be helpful if the label on the Comments tab could read "Comments (0)", or "Comments (5)". As it stands, it requires two clicks - to get to the Comments tab, then back to the Details tab, just to find out there is nothing there. ---------------- 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=a17885be-0d53-4caa-9046-0ddfc7d3b253&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68013
  - 21
    - Looking for the Hotfix I'm looking for the hotfixes 187899 and 187898 for server and client. To fix the 926996 update. It keeps crashing CRM when I right click on certain items. Can someone help me out on this one? Thanks, Luke Davis, MCSE: Security Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68011
  - 22
    - Converting contacts into leads Is there any way of creating a lead out of a contact (erroneously created)? -- Healthy Heart Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68003
  - 23
    - Lookup on custom entity without relationship First,I will show existing out-of-the-box sample in MS CRM3: Address entity is in relation to account M:1.When I stay on order entity and press on lookup addresses I get result filtered only for account selected in order. Order there is no relation to address entity. My problem: I created new CustomEntity1 with relationship to Account 1:M. Now, I want to add to Order field from CustomEntity1, filtered only by currently selected in order Account.If I add relationship CustomEntity1->Order, I think, I will get in lookup all CustomEntity1 records without filter by order account. Please help ASAP, urgent. Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68002
  - 24
    - Create CRM Account and CRM Contact from Outlook contact Currently CRM only allows a CRM Contact to be created from an Outlook contact through the "view in CRM" feature. It would be helpful to provide the option of creating an Account together with the Contact and also an option to link the two by default upon creation. Additionally, it would be helpful to allow contacts in shared group folders to be promoted to CRM. ---------------- 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=9f926206-b9e1-4119-9548-329ad92043e9&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 68000
  - 25
    - Articles in certain subjects should only be availble to certain us I need a way to make all the articles under certain subjects available to some users, but not available to others. For instance, we have internal information, such as tips on using development tools, that only the development group needs to see, while the end-user product information needs to be visible to anyone in customer care. As far as I can tell, there's no way to limit access to sets of articles (by subject, or otherwise) to just those people who need to be able to view them. ---------------- 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=7f19102a-d463-4090-84c3-3dddb9f69c4f&dg=microsoft.public.crm Tag: CJ - i need now, how use to Progressbar with CRM 3? Tag: 67999

hello all.

i have a problem with a entity from CRM 3, i made this entity and i need use
to progressbar, because the user want to view the progress of the transaction
in a Progressbar!!!!! :-(,, and i don't now, how to create a progress bar in
a entity in CRM 3.

pls,,i need help!!

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Re: CJ - i need now, how use to Progressbar with CRM 3? by John

John
Tue Sep 12 23:04:02 CDT 2006

you will need to build a custom web page to do this. I do not know the
criteria for your progressbar however if you could generate the bar in
asp.net you could display that page in an iframe on one of your crm entities
tabs

==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowechizek.com/microsoft

"Jose" <Jose@discussions.microsoft.com> wrote in message
news:7A564E5F-13B0-4BCA-A772-C23B14373803@microsoft.com...
> hello all.
>
> i have a problem with a entity from CRM 3, i made this entity and i need
> use
> to progressbar, because the user want to view the progress of the
> transaction
> in a Progressbar!!!!! :-(,, and i don't now, how to create a progress bar
> in
> a entity in CRM 3.
>
> pls,,i need help!!

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