oppertunity owner changes when account owner changes

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  - 1
    - Custom entity mail merge including tasks Hello all, I have a custom entity which I have modified so that i can mail merge from it which is great, unfortuantley one part of the mail merge is that I want to show the history eg tasks completed... Is there a way of accessing tasks within an enitity to display in a mail merge? Regards Ian Tag: oppertunity owner changes when account owner changes Tag: 99834
  - 2
    - consolidating e-mail threads When you are automatically tracking CRM mail (either via the Mail Router or via Outlook), and when you have a lengthy back-and-forth exchange with a customer, the CRM tracks each of these emails as a separate activity in CRM. Has anyone run across a solution (ISV or otherwise) that will consolidate those activities into one activity? It would seem possible, especially if using the tracking tokens. Thanks Dave Ireland Tag: oppertunity owner changes when account owner changes Tag: 99833
  - 3
    - How to export Notes to Excel Hi all, I would like to export notes contacts with their associated notes. How do i do this in crm 4.0 as i dont see the notes column to add on my view? Thanks -- phumulaniluyandacollinlembede Tag: oppertunity owner changes when account owner changes Tag: 99830
  - 4
    - Need to move activities from one account to another CRM 3.0 Two companies have merged and we need to move all the contacts and activities from the one account to another existing account. Tasks and emails are created at the account level. I got the contact converted but cannot get the activity history converted. Any help would be appreciated. Tag: oppertunity owner changes when account owner changes Tag: 99812
  - 5
    - Records not being delete in CRM 4.0 We have records in several entities with DeletionStateCode = 2, but none of these records are actually being deleted. SQL Server agent reports that MSCRM_CONFIG.SiteWideCleanup (p_CleanupSiteWideNotifications ) and MSCRM_CONFIG.HardDelete (p_HardDelete) are running regularly without error. Does anyone have any idea how to start troubleshooting? Tag: oppertunity owner changes when account owner changes Tag: 99808
  - 6
    - History view under Account For email messages that are tracked in CRM from Outlook the description is showing HTML tags and all of the DOCTYPE info instead of the actual content. Is there anyway that we can get this to only display the actual text instead of HTML? Beyond changing the outgoing email type to text. Tag: oppertunity owner changes when account owner changes Tag: 99807
  - 7
    - CRM 4.0 Mail Merge Template - do not see Addin menu I created a new Word Mail Merge template in CRM 4.0. After saving the new template record, I used Create Template in Word to create a template and saved it as .xml on my desktop. I then attached this xml file to the template record. However, when I go to use it from Accounts view, I do not see the Addin menu in Word 2007. Thanks in advance. Tag: oppertunity owner changes when account owner changes Tag: 99804
  - 8
    - Tasks assigned to other user still appear under my activities I have several hundreds of calls to make as a result of a campaign activity, I would like to make a selection of these calls and assign them to another user, when I do so, these calls still appear on my list. Is there a way that I can have these calls disappear from my activities list? THank you Tag: oppertunity owner changes when account owner changes Tag: 99800
  - 9
    - 16934 from MSCRMdeletionservice Hello all, After several years of a rock solid crm installation we have recently begun to see this error 16934 from MSCRMdeletionservice Error: Deletion Service failed to retrieve tables for deletion. in the sql logs i then get the error "login failure for crmadmin" which is the account the deletion service runs under. I've noticed that the failure occurs for whomever happens to be logged in (generally its crmadmin) Ive triple checked the permission levels and all looks well. Nothing in the installation has changed since the error started occuring. Ive been struggling with this for a few weeks and am totally out of ideas... Can anyone suggest anything? Andy Tag: oppertunity owner changes when account owner changes Tag: 99796
  - 10
    - Follow up Phone Call Hi All, In CRM 3.0, I would like to have Recipient field carry over from Potential Customer field on Opportunity General tab once I create Follow Up Phone Call. Anyone has any ideas to do that even in explaination of technique or in coding? Thanks, -Toi Tag: oppertunity owner changes when account owner changes Tag: 99795
  - 11
    - Helppppp UNABLE TO RELAY from CRM to exchange !!!!!!!!!!!!!!!!!!!!! Hi All I have one problem as follows: I have CRM 4.0 with email router and Exchange 2003 on my network, I gave access to my exchange Relay from my CRM. All emails whit my domain @asasasa.com works fine, but when I send mail to outside email addresses like @hotmail.com it fails From CRM I typed Telnet port 25 hello mail from:dasdasd@asasasas.com rcpt to:test@hotmail.com Unable to relay Does anybody can help me ???? I will appreciate it. thanks Tag: oppertunity owner changes when account owner changes Tag: 99791
  - 12
    - CRM 3.0: Report icon disappeared Hi all, I am facing a major problem: The reports' icon for most of my users disappeared! A couple other people and myself are Admins and we can still access reports OK. The other users cannot see the report icon from the Accounts form, for example. When they access Reports under My Work, they get a blank form instead of the list of all reports. The only things I remember changing since it was last working are: - Rearranging most users in business units and changing which BU was parented by which. - I published the reports using VS2003 so now they are visible from http://crm-server/reports/ I don't know whether this affected the reports icon! Shouldn't it be visible regardless of security rights? Does BU assignment affect report visibility? Thank you, Mohamed Tag: oppertunity owner changes when account owner changes Tag: 99790
  - 13
    - import new tasks from CSV? Is it possible to import new tasks from a CSV? I have worked out how to modify tasks in a csv and import them in to modify the exisiting tasks,.... but is it possible to import brand new tasks? Regards Ian Tag: oppertunity owner changes when account owner changes Tag: 99779
  - 14
    - CRM 4.0 Oulook Client on citrix servers w/roaming profiles We successfully rolled out CRM 3.0 in this environment with a few registry changes for non-crm users in our org. We are now trying the same thing with 4.0 and I'm having no luck. The client installs just fine. In our dev envronment, the domain admin who installs it works great but any other user that logs in and sucessfully runs the configuration wizard, then opens Outlook receives an error stating "An error occured loading Micorsoft Dynamics CRM functionality. Try restarting Outlook. Contact your admin if error persists" If I click OK Outlook runs but without CRM. I restart Outlook and get the error it faild to start last time should I start in safe mode message. With 3.0 the instruction were sketchy, but with 4.0 they are nonexistant so I seem to be flying solo. Any assistance would be greatly appreciated. Thanks for your support. Tag: oppertunity owner changes when account owner changes Tag: 99778
  - 15
    - Mail merge does not work with the old records from CRM 3.0 I am stucked with one of the upgrade from CRM 3.0 to CRM 4.0. When i create a new accounts , mail merge works fine but when i use existing accounts from CRM 3.0 , then mail merge doesnt not work and come with the error "Record 1 contained too many data fields .....". Source does not even contain data with the old records . anyone have seen this behaviour ? Thanks /Aamir Tag: oppertunity owner changes when account owner changes Tag: 99774
  - 16
    - CRM4 calendar not working offline For a new CRM4 deployment we have enabled the internal CRM calendar for use within the Outlook client and Offline client instead of the usual Outlook calendar (it was enabled by editing the nav_calendar SubArea of the Sitemap to have Client="All" and AvailableOffline="true"). In the Outlook client and when online with the Offline client this works like a charm but when the client is offline the calendar comes up with a CRMException: "An unexpected error occured". Now I am wondering if perhaps internal calendar is perhaps not supported offline? -- Soeren Busch-Knudsen, Software Architect CDM A/S email: sbk@cdm.dk Tag: oppertunity owner changes when account owner changes Tag: 99773
  - 17
    - Convert LEad only when a task is completed Hi there, I would like to know if its possible to set a condition for a user to only convert the lead when the task associated with the lead is completed.At the moment the Lead can be converted regardless if the task is open /closed. Any ideas would be appreciated. Tx Thandiwe Tag: oppertunity owner changes when account owner changes Tag: 99772
  - 18
    - Madatory Field Dear All, Is it possibel to make a field mandatory for a user? If through javascript is there a generic format available Tag: oppertunity owner changes when account owner changes Tag: 99769
  - 19
    - Quote attributes cannot be erased Hi. I try to erase the "shipto" attirbutes. The CRM pops up an error message that the attirbute is required ---altough I pickedlisted it to be not required.---- Any other attempt to change anything is blocked by system. How do I remove these unrelevant fields (and stay with this system entity)??? Thanks Tag: oppertunity owner changes when account owner changes Tag: 99767
  - 20
    - mapping prime contact Hi. I have in the 'Contact' an attribute level {Prime, Secondary} for the contact person. I need to display the primary contact person in the lookup field on the Account entity, so the user does not have to dive into the TreeView to open the 'Contacts' in order to see the one who has the level=Prime attribute. How do I do that (the lookup in the Account entity is merely a caption and a 1:N relationship to the whole contact entity). Thanks Tag: oppertunity owner changes when account owner changes Tag: 99766
  - 21
    - Sending mails from a Quick Campaign Hello! After IÂ´ve created a Quick campaign with e-mail as an activitytype I would like to send the mail as easy as possible. The problem is that after the mail is created it appears under activity under the account. Then I have to manually go to the mail (under activity) and send it from there. That is ok if I have about five mails to send. But how will I do if I have 100 mails to send that IÂ´ve created from the quick campaign...? Tag: oppertunity owner changes when account owner changes Tag: 99765
  - 22
    - CRM 3.0 - Outlook online client slow at startup Hey, When opening Account or any other entity for the first time from the Outlook online client takes a while, sometimes more than a minute. After the records loaded the response of CRM is normal. Does anyone has an idea how to solve this? Thx. Tag: oppertunity owner changes when account owner changes Tag: 99763
  - 23
    - CRM-License Problem Dear all, I have 11 users in Microsoft CRM and I have tried to create more users. After I create a user, this user become disabled. So, I select on that user - More Actions - Enable, then I have got the error message as below: There are not enough licenses available for the number of users being enabled. The number of licenses available for users must be increased, or the number of users being enabled must be reduced. Anyone, could you please help me with this problem? I look forward to hearing from you. Thanks in advance. Yours sincerely, Susan Tag: oppertunity owner changes when account owner changes Tag: 99756
  - 24
    - CRM 3.0 - 4.0 and SQL 2000 - SQL 2005 Hi We have an environment where we are running CRM 3.0 on SQL 2000 on the SBS version(on the same machine). We want to upgrade to CRM 4.0 but on a new machine. Can someone please advise me the series of steps that i need to follow. I am not sure where to start. My guess is that I need to migrate the database from SQL 2000 - SQL 2005 first and then install CRM but how do i migrate from SQL 2000 to SQl 2005. I would really appreciate some expert suggestions here. Kind Regards Snow White Tag: oppertunity owner changes when account owner changes Tag: 99755
  - 25
    - Can I select Picklist Value in View to sort by name instead of val I have a picklist new_Company in a Custom Entity. When we select the Company in the Header of the View, the sort is by int Value, not by the Label (Company Name). Is this a problem because with the Custom Entity? I noticed the Case Type in Cases sorts Alphabetically, not by the Value. Any workarounds? Thank you! Tag: oppertunity owner changes when account owner changes Tag: 99751
- Next
  - 1
    - 4.0 Internet Facing Deployment Signin.aspx page targets wrong url (no I've set up an IFD and everything is working fine, except that "targeturl" parameter is missing the port number for the CRM website. When you open the CRM server external url in IE (https:// <organizationname>.<subdomain>.<domain>.com:5555/), you're redirected to this url: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%2fdefault.aspx However, the correct url should be: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%3a5555%2fdefault.aspx Notice that the correct url has "%3a5555" which is the port number. So after the user logs in, they are directed to https://<organizationname>.<subdomain>.<domain>.com:443 and not https://<organizationname>.<subdomain>.<domain>.com:5555 like they should be, and they get a 404, since the CRM server does not expose port 443 (another server routes all 5555 traffic to port 443 of the CRM server.) HOWEVER: if instead of using the url: "https:// <organizationname>.<subdomain>.<domain>.com:5555/" the user instead uses "https://<organizationname>.<subdomain>.<domain>.com:5555/ signin.aspx" then the user does not get the "?targeturl" appended to the address, port 5555 sticks to the url, and everything works fine. Anyone know how to fix this? How does the "targeturl" parameter get set? I'd like to avoid putting a forwarding page on port 443 of the exposed server to the appropriate signin page. Thanks, Phil Tag: oppertunity owner changes when account owner changes Tag: 99747
  - 2
    - Outlook client Visual C++ Runtime Error Hello all: I installed MSCRM v4 today and then ran the v4 upgrade on the client machine (only 1 user). All seemed well but now the user is getting an error, she gets a message box that says: Microsoft Visual C++ RunTime Library Runtime Error! Program C:\Progra~!\Micros~1\Office11\Outlook.exe Abnormal program termination Has anyone seen this before and know how to fix it? Thanks! John Tag: oppertunity owner changes when account owner changes Tag: 99737
  - 3
    - Hide Navigation bar entry when an associated record does not exist I have the following code to hide a navigation bar entry. document.getElementById("navSubConts").style.display = "none"; This code works very well. But want I need to do is hide a navigation bar entry only if there are not records assoicated with the record I am in. For instance, if I am in an account and there are not opportunities for that account, I don' t want to see the opportunities entry in the navigation bar. Is this possible? Thanks Tag: oppertunity owner changes when account owner changes Tag: 99725
  - 4
    - M:M Relationships (self joins), and the names on the form Hi all, I want to create a M:M relationship between Contacts. We will be storing Patients and Doctors as Contacts, and want to create a M:M self-join between them, as a Patient can be seen by many Doctors, and Doctors can see many patients. I created the M:M, and gave it what I thought would be good names, but they show up on the Contacts Detail as both with the name "Contacts"... Is there any way to fix this, or do I have to make one of these two a custom entity? Thanks a lot, Dave Tag: oppertunity owner changes when account owner changes Tag: 99724
  - 5
    - Any news/documentation about installing MSCRM Outlook Client in a Hi everyone, is there any news or documentation about installing the Clients in a Citrix 4.0 environment? Is that support or is only version 4.5 as reportes in some blogs compatible with MSCRM 4.0 ?? Thanks for any answer! Best Regard, Ronny_CRM Tag: oppertunity owner changes when account owner changes Tag: 99722
  - 6
    - Outlook Error Hi everyone, I am getting the following error in my outlook "Outlook experiences a serious problem with the 'microsoft dynamics crm' add-in.If you have seen this message multiple times, you should disable this add-in and check to see if an update is available.Do you want to disable this add-in?" Any help will be greatly appreciated. Thanks Karthik Tag: oppertunity owner changes when account owner changes Tag: 99720
  - 7
    - Email Router Hi All I have one problem I have CRM 4.0 with email router and Exchange 2003 on my network, I give to my exchange Relay acces from my CRM. All Mails whit my domain @asasasa.com its works fine, but when I send mail to outside @hotmail.com fails From CRM Y type Telenet port 25 helo mail from:dasdasd@asasasas.com rcpt to:test@hotmail.com Unable to relay Does any help Me ???? thanks Tag: oppertunity owner changes when account owner changes Tag: 99718
  - 8
    - Problem in using SQL 2005 on 64 bit machine. Microsoft has released demo data for crm 4.0 https://www.microsoft.com/downloads/details.aspx?familyid=D5F77EE7-3D01-4944-B5DC-C8CDC8123DF4&displaylang=en However, to import it, it requires the data migration manager: http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278-9a5367eb79ca&DisplayLang=en At the moment, we do not have the Data Migration Manager installed on any system. Client had an issue when the database is on Sql 2005 64bit machine. Is there a way to resolve this issue or a work around? Tag: oppertunity owner changes when account owner changes Tag: 99713
  - 9
    - CRM External connector Dear All, CRM comes with an "external connector" whose purpose I have yet to understand. Have any of you used this connector and if so what is it for? Tag: oppertunity owner changes when account owner changes Tag: 99707
  - 10
    - disable system entities Hi, How do I make system entites vanish from the main panel (the left TreeView)? For example, I want that marketing module will not show the "Lead" entity. When I try to customize system enetites, the check boxes that are responsible for displaying the entities in modules and myworkarea are dimmed (disabled). I also want to have the oppertunities displayed in the marketing module (again the check boxes are dimmed) I have all the credentials for customization. Tag: oppertunity owner changes when account owner changes Tag: 99702
  - 11
    - Invoicing a contract Hi, Within our organization we are now starting to use the contracts feature in CRM 3.0 However, we are experiencing some difficulties with actvitating some of our contracts. To activate a contract, you must first 'invoice' the contract. With some of our contracts this doesn't seem to be a problem at all and their status turns from 'Draft' into 'Active'. With most of our other contracts we get the following error message: --- Contracts Error The contract address is missing. You need to add an address before this contract can be invoiced. --- We can't seem to activate those contracts. When we try to fill in the Contract Address, it's not even possible to select such an address! The 'Bill To' address is filled in properly. - What address is CRM asking for? - How can we make sure that we can select such an addres from our look up field? If we compare the data that was filled in on the 'Active' contracts it doesn't seem to differ at all from the 'Draft' contracts we can't seem to activate. Does anybody know what we should do or how we can fix this? Any help would really be appreciated! Thanks! Tag: oppertunity owner changes when account owner changes Tag: 99701
  - 12
    - Outlook 2007 client for Vista doesn't install I am having trouble getting the Outlook 2007 client (online only) for Vista to install. During installation, the verification step says that there is a pending computer restart. I'm sure that this is not the case, since I had not installed any software or updates since last restarting. Should I perhaps restart immediately prior to installing the client? And after the installation is complete? I did neither and just started Outlook. A dialog appearing saying that there is an error loading CRM functionality and to try restarting Outlook. I did that twice and the same error occurred both times. The "Microsoft CRM" data file only contained a Deleted Items folder during this time. Then I decided to remove that data file, which worked without error. I then removed the CRM add-in from Outlook, which also worked without error. Then I added the CRM add-in again, which worked without error. Then I tried to add a data file of type "Microsoft CRM" and immediately got the following: "An unknown error occurred, error code: 0x80040102. I looked in the folder "C:\Users\{user-me}\AppData\Local\Microsoft\Outlook" and saw no file containing anything remotely resembling the word "CRM". Shouldn't there be a CRM data file in there? If so, can I start with some sort of default, empty data file and go from there? Tag: oppertunity owner changes when account owner changes Tag: 99691
  - 13
    - MS Dynamics CRM 4.0 KNOWN ISSUES / BUG - Update Rollup 1? Hi all, Take 2 at this post as I mashed the keyboard on my last attempt and posted it half the way through! :) Wondering if anyone knows any timeline on Update Rollup 1. I have a few bugs in which when followed up with MS they have simply explained that it is a known issue and they will be realeasing an Update Rollup to address the bugs, mine included. They cannot provide a timeline and I have clients crucifying me over it. Some of the bugs have workarounds, but for sites with a lot of users OR for our hosted clients which are generally remote users that are geographically all over the place, means we need to do web meetings, for the ammount of users we have this will get extreemly tedious and take a LOT of time. Bugs off the top of my head: - Default view when you try to change has a star (signifing default view) against both views, the default and the newly selected one, e.g. Active Accounts and MyActive Accounts. - Synchronizing somtimes fails, if so add rule to contact data set, sync only when Birthday does not contain data. - When Assigning an Account record to a different user an error is recieved. - E-mails in your inbox may be tracked, but some users do not have "Double head" (tracked in CRM) icon. - Notes sporadically have spinning green circle (loading) stopping the ability to add notes or view created notes. - When moving your curser over activities in the Service Calender, the times in which the tool tip info displays is incorrect, e.g 1:25am to 1:55am for a Service Activity that was completed over timespan > 4:00pm and 4:30pm. - Service Calender defaults to incorrect day, date/time settings have been made on client and server but this issue and the one above both still have the problem. Thats all I can think of off the top of my head but I know there are a couple more. Question I have is do MS know about these? If so when are they going to be fixed? Is there going to be an Update Rollup of individual hotfixes to resolve these issues? Are our clients and I the only people having these errors? Are there more bugs to look out for?? Regards, Nathan Warner Tag: oppertunity owner changes when account owner changes Tag: 99681
  - 14
    - Unhandled Exception Error Can anyone direct me to where I can learn about how to read (understand) what the stack trace means? I did some customizations on the contact record and now I get the following every time I try to save a contact record. The parameter is incorrect. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.ArgumentException: The parameter is incorrect. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller, String Contact) +0 Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +405 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.SFA.ContactDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: oppertunity owner changes when account owner changes Tag: 99677
  - 15
    - MS Dynamics CRM 4.0 KNOWN ISSUES / BUG - Update Rollup 1 Hi all, Wondering if anyone knows any timeline on Update Rollup 1. I have a few bugs in which when followed up with MS they have simply explained that it is a known issue clients are crucifying me over and Tag: oppertunity owner changes when account owner changes Tag: 99676
  - 16
    - having issues Good afternoon! This is going to be a bit open ended and I am not able to provide too much in the way of information at the moment. I know, I know...I am worse than the end user who tells you that the system is broken and wants you to fix it. We have several clients who use Microsoft Dynamics CRM 3.0 and they are constantly complaining about the system "being slow" and the need for the MS Outlook Plugin to be reapplied. With one specific client there are some 75 users; the network is 10/100/1000 (may or may not mean anything) and the backend is MS Windows 2003 R2 with SQL 2000 SP4. I know that my collegues recently had to deploy a CRM Patch. So, with my generic description of the "problem" is there anything specific to CRM that I might check. I do not manage this client and have - outside of the Exchange 2007 installation - anything to do with this client. I just see all of the CRM 3.0-related tickets. Is this simply a matter of "troubleshooting 101" and going over the basic things? I do not have any experience with CRM 3.0 (or 4.0 for that matter). I am, however, pretty good at fixing things (just resolved a major issue that had been going on for six weeks and I have never seen the applications involved before!). We did not do the initial installation. We inheirited this client from someone else. I am simply trying to help out my colleagues as I have a better opportunity to spend some quality time with this than they do. Plus, I am considering CRM for one of my clients...... Thanks, Cary Tag: oppertunity owner changes when account owner changes Tag: 99671
  - 17
    - CRM 4 & AVAYA IP Office Integration I currently use CRM 3 with the Avaya IP office integration piece. I read in this forum that that interface does not work in 4.0. Does anyone know if it truly does not work or if it's just not "supported" Thanks, Lloyd Tag: oppertunity owner changes when account owner changes Tag: 99670
  - 18
    - Outlook offline reports not available I have setup most of my CRM 4 users with the Outlook client, which seems to work considerably better than that in CRM 3. However, when the clients are traveling and unable to attach to the Internet, the reports are not available. Is there any way to make the CRM reports available offline. The SQL database is loaded on each of the user PCs and everything else seems to be working just fine. Any assistance will be appreciated. -- Petej-Boston Tag: oppertunity owner changes when account owner changes Tag: 99668
  - 19
    - Guid showing in title bar I have a problem where the guid for an account shows in the title bar after the http://servername and before the account name when the account entity is opened. My test installation does not do this. I have tried modifying all kinds of browser settings to no avail. Also, I can't find any setting in CRM to control this. Does anyone know what causes this behavior? Thanks, Don Shields Tag: oppertunity owner changes when account owner changes Tag: 99664
  - 20
    - Update Guide Wanted Hi, I'm searching more guides/documentation about upgrading CRM 3 to CRM 4, my "dream" scenario is to leave the old CRM 3 installation untouched (SQL 2005 without SP and CRM Server on Virtual Machine) for rollback, also on PartnerSource I can't find some more checklist/guide. Thanks Tag: oppertunity owner changes when account owner changes Tag: 99663
  - 21
    - CRM 4.0 Install Error: The underlying connection was closed Please help.... Running setup again of CRM 4.0 because my new product key needed to be upgraded from the trial... I backed up the database and did everything according to knoweldge base article 947272 - http://support.microsoft.com/kb/947272 But when installing (step 6 of above KB), after the part about the email router, when it validates the setup environment, the report server generates an error that the underlying connection was closed and installation cannot continue... Exact error message is: Setup failed to validate specified Reporting Services Report Server http://server/reportserver. Error: The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. Please help me. I am drowning. ------- "When you have your product key memorized, it has been a really bad day" Tag: oppertunity owner changes when account owner changes Tag: 99660
  - 22
    - Outlook Client Dear All, I have recently installed crm outlook client for one of my users and then also installed the 2 rollups for version 3.0 . Unfortunately outlook is still restarting even after the rollups. Kidnly advise the necessary solution that resolve the problem. Tag: oppertunity owner changes when account owner changes Tag: 99658
  - 23
    - Wireless Support for Outlook client Can anyone confirm weather or not Microsoft specifically supports connecting to CRM using the outlook client in either on-line or offline mode? I'm trying to find written documentation on this and haven't so far. Thanks. Don Tag: oppertunity owner changes when account owner changes Tag: 99657
  - 24
    - MS CRM 4.0 query builder error - no entity Hi, I'm having a problem with the Mailmerge Template entity: I imported all customizations from one environment to another. When I want to open my mailmerge templates in the settings section i get following error: Query Builder Error No Entity I did not make any customizations to this entity, so I don't know what the problem can be. Following are the symptoms: - opening Wordmail merge templates from the settings area gives me the error above. - opening the entity from the customization section does not give me any errors: I can add attributes to forms and publish it, without any errors, I can even change the default view, and publish it without problems... - when I hit the word button from the accounts and want to select an "organization template', I get no results (the system does not return the default organization templates that should exist in the system) Tag: oppertunity owner changes when account owner changes Tag: 99656
  - 25
    - CRM 4.0 - Is there a way in the new CRM to take weekends into cons Hi, Now that we have 4.0...is there a way to create tasks in workflow with due dates that take into consideration weekends and work hours? For example, if a task is created that is given 2 days to be completed, and it is created on Friday, is there a way to calculate the due date to skip Saturday and Sunday, or use the owners work schedule to calculate the due date? Tag: oppertunity owner changes when account owner changes Tag: 99655

Hello, I have a problem with one of the relations in CRM

I found out that when you change the owner of an account, all the
oppertunity's that are beneath it also change from owner. Is there a way to
keep the owner of the oppertunity? Maybe with an extra field or somehing?

thanx

RE: oppertunity owner changes when account owner changes by JonnyNachman

JonnyNachman
Thu May 08 08:53:03 CDT 2008

Hi There

i would check the relationship types between the account and the
oppotunities, you need to take cascading off, this will allow you to change
over the account and leave the oppotunities.
--
http://halo9.co.uk/blog

"Geert ten Napel" wrote:

> Hello, I have a problem with one of the relations in CRM
>
> I found out that when you change the owner of an account, all the
> oppertunity's that are beneath it also change from owner. Is there a way to
> keep the owner of the oppertunity? Maybe with an extra field or somehing?
>
> thanx

RE: oppertunity owner changes when account owner changes by GeerttenNapel

GeerttenNapel
Thu May 08 10:19:01 CDT 2008

I wish i could, but i can't find the relationship between account an
oppertunity.

There are 3 relationships, and none of them says something about an owner id.

Re: oppertunity owner changes when account owner changes by LeonTribe

LeonTribe
Fri May 09 17:04:31 CDT 2008

On May 9, 1:19=A0am, Geert ten Napel
<GeerttenNa...@discussions.microsoft.com> wrote:
> I wish i could, but i can't find the relationship between account an
> oppertunity.
>
> There are 3 relationships, and none of them says something about an owner =
id.

The configuration options for the Account-Opportunity relationship
will use the phrase 'cascading'. This is what Jonny is referring to.

Leon Tribe