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  - 1
    - Reports I have created a user within CRM 3.0 and added them to the roles Sales Manager and Marketting Manager When they click on the Reports option within Workspace, no reports are displayed. As a sysadmin they display for me. Where have I gone wrong ??? Thanks Tag: Tab order Tag: 83709
  - 2
    - Error On Report Hello, We had created a report in visual studio and imported in MS CRM. This has worked fine for a while. Now when we run this report we get the following error: An error has occurred during report processing. (rsProcessingAborted) Query execution failed for data set 'Contraste_Europe_MSCRM'. (rsErrorExecutingCommand) For more information about this error navigate to the report server on the local server machine, or enable remote errors I noticed one thing, when we run this report with a user with domain admin rights, the report works. When we run this report as a normal domain user, we get the error. I enabled remote errors in the webconfig file on the sql server, but i receive no more info. has anyone an idea what could be wrong. thank you in advance Tag: Tab order Tag: 83708
  - 3
    - Multiple CRM organizations Hello, We are a microsoft partner and currently setting our first steps in the CRM environment. We are situated in a building with multiple small organizations and we are searching for a solution to host CRM for all these organizations on one server. I received a CRM 3 SBE edition to test with and installed it in a test environment. The problem here is that I see no way how to add multiple organizations in CRM. Can somebody please explain to me what is exactly possible in a situation like this and how it can be fixed? Best regards Ruben Tag: Tab order Tag: 83707
  - 4
    - CRM performing slowly Hello All, we have a CRM3.0 installed, but the users are complaining about bad performance. I have the following questions: - how/where do I see what is the version of CRM installed on the server? - how/where do I see what is the version of CRM installed on the client? - where do I download the latest version? - the client installation is "destroying" the Outlook, and sometimes our VPN connection, and in the worst cases we were in need to re-install the machine - any help? - how would I troubleshoot My-CRM-Is-Slow issues? Our CRM server is installed with SQL 2005 server. Thanks in advance! Tag: Tab order Tag: 83701
  - 5
    - Workflowrule start Just to get something clear: When exactly does an OnCreate workflowrule start monitoring the record? Is that upon clicking for example 'New incident' (rule starts looking but if form is closed without saving the rule is deleted again?) or is that (seems more logical to me) after the very first 'Save'/'Save&cose' (thus actually creating the record). Tag: Tab order Tag: 83694
  - 6
    - Workflow Manager CRM 3 How can I install the workflow manager on a PC to manage my CRM server over the network ? Thanks in advance Tag: Tab order Tag: 83693
  - 7
    - Import of Data Hi Guys Is their a way that when data has been improted into contacts in CRM, a tick box is automatically selected on the contacts screen. E.g Have a checkbox called 'Cross' which needs to be ticked when the data has been inserted for all new imported contact records. Thanks in advance Tag: Tab order Tag: 83692
  - 8
    - Sync Service Calendar with Exchange I would like to Sync our service calendar with our exchange server, our engineers have windows mobile devices and will receive appointments on those wirelessly from the exchange server. They don't necessarily have to sync their laptops everyday then. How can I do this? Tag: Tab order Tag: 83690
  - 9
    - Elapsed time tracking for cases Hello, I am trying to convince MSCRM to calculate an elapsed time value from the create date/time of a case through to either the current date/time (for non-closed cases) or the resolved date/time (for closed cases). Complicating this is the need to be able to stop the timer incrementing when the case is put on hold, and outside of our support hours (9am-5pm). For example, if a case is created at 4:50pm and resolved at 09:10 am the next day only 20 mins will show on the elapsed time counter. We need this for SLA tracking and calculation, and the elapsed time value needs to be displayed on the case form itself. Any suggestion will be gratefully received. Thanks Tag: Tab order Tag: 83689
  - 10
    - Outlook 2007 client problem I have one install were Outlook won't open links from crm. When I click view regarding in Outlook screen flashes, but nothing happens. On task manager I see that IEXPLORER.EXE starts and closes. Webclient works just fine. What could close internet explorer automatically when I try to open links from Outlook. Tag: Tab order Tag: 83682
  - 11
    - Disabling secton in a tab I am working in Microsoft CRM 3.0, I want to disable or invisible some sections. Thanks in Advance -- Jaber Tag: Tab order Tag: 83678
  - 12
    - Disabling Sections in a tab. C -- Jaber Tag: Tab order Tag: 83676
  - 13
    - Disable Tabs I am working on CRM 3.0 and I want to disable or invisible a tab. Is there anyone can able to help me. Thanks in Advance. -- Jaber Tag: Tab order Tag: 83671
  - 14
    - Problem with asssociated view There are few columns that I have added up in the associated view for a customized entity but it did not showing the value for some columns, where as it is showing the value for same columns in the other view. Need help badly Thanks in Advance -- Jaber Tag: Tab order Tag: 83665
  - 15
    - Reporting on Responses to Campaign Activities I am trying to find a way to use a Campaign Performance report to run the following report with the following conditions: How many new contacts were created as a response of them filling out a form in several monthly journals (campaign activities, in CRM terms). Forms have codes to help track the issues. No sale process is involved. Basically, I would like to include a sub-report in the Response channel section (Journal1, Journal2, Journal3) that will group new contacts created as their response to a particular activity (Journal1 January 2007). Adding a customizable filter (Pick your activities...) will help. Am I on the right track? Any comments and ideas will be appreciated. Tag: Tab order Tag: 83660
  - 16
    - Reporting on Responses to Campaign Activities I am trying to find a way to use a Marketing module in general and Campaign Performance report in particular to run a report with the following conditions: How many new contacts were created as a response of them filling out a form in several monthly journals (campaign activities, in CRM terms)? The goal is to measure the effectiveness of different ads. Forms have codes to help track the issues. No sale process is involved; just need the count of new contacts. Some customizations were made to the campaign response entity to include the appropriate response channel and code. Responses point to the activity corresponding to the month of the publication. Basically, I would like to include a sub-report in the Response channel section (Journal1, Journal2, Journal3) that will group new contacts created as their response to a particular activity (Journal1 January 2007). Adding a customizable filter (Pick your activities...) will help. Am I on the right track? Any comments and ideas will be appreciated. Am I on the right track? Any comments and ideas will be appreciated. Tag: Tab order Tag: 83659
  - 17
    - Error message in the Event Log I get this error message on the CRM 3.0 server. Everything seems to be Ok as far as application is concerned. Does anyone know what it means? Any reasons to worry about? Thanks in advance! ------------------- The description for Event ID ( 1000 ) in Source ( c:\windows\system32\inetsrv\w3wp.exe ) cannot be found. The local computer may not have the necessary registry information or message DLL files to display messages from a remote computer. You may be able to use the /AUXSOURCE= flag to retrieve this description; see Help and Support for details. The following information is part of the event: w3wp.exe, 6.0.3790.3959, 45d6968e, crmobjectmodel.dll, 3.0.5300.1555, 45e0019f, 0, 001c79f7. Tag: Tab order Tag: 83658
  - 18
    - Mail merge template not saving settings I have created a mail merge template for our labels. I have marked the option to always print the country as well as re-mapped a couple fields. I applied these to all the address blocks. When I re-use this template, those settings are gone and I can only update the first label to add country and re-map as there is now no "update all labels" when using a template. I do not want to have to have the users enter the type of label, margins, font size, mapppings etc. Why is CRM overriding these settings? Tag: Tab order Tag: 83652
  - 19
    - isDirty attribute hello everyone, I'm working with crm 3.0 and got the following issue. I have some fields that are disabled for the user, but are showing data calculated from other fields. When I save the form I enable them, otherwise they would not be saved. That works fine when the user uses the Save & Close button. But when the user click on the Save button and he hasn't made any changes, the disabled fields become enabled. I've been trying to workaround this problem, but with no result. I tried to use the OnLoad event to disable the fields everytime, but when the Save button is clicked the OnLoad event doesn't trigger. I tried to modify a fields value and return it back to its original value to get that field isDirty attribute to true, but that didn't work either. Is there a way to set a field's isDirty attribute to True programmaticaly? Any help will be appreciated. Thanks Eduardo Tag: Tab order Tag: 83643
  - 20
    - CRM, Outlook and Cookies My office is currently running a CRM 3.0 Professional install and I have successfuly installed the CRM client for Outlook on a CSR's system, but when I open Outlook I am getting the following error: "Your Web browser options are currently set to disable cookies. Microsoft CRM requires cookies to use the Web client. To enable cookies, see the online Help for your browser" On this users system I have enabled all cookies in their IE properties and the CRM server is listed in their Local Intranet zone. At this point, IE is set to the lowest possible settings and Outlook is still throwing this error out at me. I have two systems that the CRM client is currently working successfuly on and I can find no difference between their browser settings and this problem install before lowering it's security levels. I'm unsure as to what the next steps should be for troubleshooting this issue. Any help? David Bracht Sr. Network Administrator Business Integration Group www.bigcenter.com Tag: Tab order Tag: 83637
  - 21
    - Email to Case Email->Description Formatting Ok, interesting problem here. I have written a Workflow that creates a service request from an email that is sent into the Q. THis is working great. One big problem is the formatting of the text of the message if the email has been sent formatted in HTML. When I send this to the description field in the Service Request, I get all the HTML formatting and the email is difficult to read. My preference would be to keep this formatting, but the description box is not html enables. That leaves me with getting just the plain text out of this and sending it. Does anyone know the method of converting this email info to plain text. Tag: Tab order Tag: 83633
  - 22
    - Sync Issues - outlook 2007 Ok, I've seen other people run into this, but it seems no-one has an answer to it: Symptoms: Your "Sync Issues" starts getting clogged with entries named "Synchronization Log" and with an error description "Error synchronizing message...". It happens whenever somebody else starts creating appointments and and uses the "track in crm". You get it every time your outlook tries to sync. with the Exchange server; on my laptop, around 2 mails/minute. You also get a copy of the calendar entry in the "Local Failures", virtually doubleing the number of entries. Last time i reviewed my Sync Issues folders, I had more than 100.000+ emails, causing Outlook to perform slowly (problem with large PST files). I'm using: - Outlook 2007 - Exchange 2003 - MS CRM 3.0 How to reproduce: Create calendar entry in your outlook 2007. When entry is open, click "track in CRM" and "Set regarding". After first exchange synchronization, the sync issues starts popping up in other peoples mails. -- Best regards, Lars FlÃ¸e Nielsen Solution Architect Tag: Tab order Tag: 83632
  - 23
    - Multiple price lists per quote When quoting, it would be helpful to be able to access all price lists for a customer, outside of their default list. This is particularly useful for short-term promotions, and would eliminate the need to create multiple versions of the same product across many lists. Ex: add new existing product, select from default list or click to the change price list, select product. Does anyone know if this function exists now, and I'm just missing it? Tag: Tab order Tag: 83630
  - 24
    - Error When Promoting Emails Any ideas what can cause this error: An error occurred promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. Do you want to send the email? If you click yes, the email will be sent out, but no corresponding activity will be created in Microsoft CRM Users have appropriate permissions. Tag: Tab order Tag: 83629
  - 25
    - Change "Account" to "Company" in Navigation pane Ok, what am I missing here. We don't want to call companies "Accounts". So I went and changed the "Account" Entity "Name" field to "Company" (and the corresponding plural name to "Companies". However, in the navigation pane, it still shows up as "Accounts". What am I doing wrong? Do I need to edit the site map for this? Thanks, Elie Wildman. Tag: Tab order Tag: 83625
- Next
  - 1
    - HIPAA Standards Hello, Does Microsoft Dynamics CRM support HIPAA Standards for electronic transactions ? Take care, Dave Tag: Tab order Tag: 83624
  - 2
    - Email Tracking We're having problems with inbound email not tracking in CRM. I've verified out setup based on the implementation guide (install location, server side rule, users set to accept all unsolicited emails, etc...) and inbound emails don't get tracked in CRM. We have tracking tokens off. When I log into the CRM mailbox, the majority (99%) of the emails forwarded end up in unresolved. Anyone else having problems with inbound email tracking? Anyone actually have inbound email tracking working? Tag: Tab order Tag: 83622
  - 3
    - Quick Campaign Notes do not list in the contact directly Hi, I have no glue if I do make something wrong or this is by design: When I make notes to a contact within a quickcampaign this note is not in the history and it is also not in the main notes of the contact. IMHO notes to a contact of anything should be found in the main notes, no matter where the come from. (Is there a filter or something I could change - if it is that way) best regards Antonio Tag: Tab order Tag: 83620
  - 4
    - Email Templates and Outlook When creating an email from CRM Outlook client, is there anywhere to access the email templates that are in CRM? It seems that email templates are only available if you use the web client. If this is true, has anyone been able to design or update the email form in Outlook to pull/merge CRM data? Thanks, James Tag: Tab order Tag: 83618
  - 5
    - Is it possible to add further contacts to the quick campaign after Hy, Why is it not possible to add more contacts to the quick campaign after it started. Do I make something wrong? Antonio Tag: Tab order Tag: 83617
  - 6
    - Outlook client error Does anyone know how to resolve this issue. Since today I am receiveing the following error (only one client experiences this problem all others work fine): Event Type: Error Event Source: MSCRMAddin Event Category: None Event ID: 5974 Date: 12-6-2007 Time: 10:51:19 User: N/A Computer: ISG-IBMR51 Description: There was an error setting or clearing the cookie used in identifying Microsoft CRM clients. Microsoft CRM folder home pages may render incorrectly inside the view pane. Check Internet Explorer cookie settings and restart Microsoft Outlook. HR=0x80072ee2. Context=. Function=CAddin::HrActivateAddin. Line=477. Thanks, Kind Regards, Ryan. Tag: Tab order Tag: 83614
  - 7
    - Setting Security on CRM Price-Lists I want to set security constraints so that each sales person is able to see/handle only certain price-lists and not all price-lists. The same also, I want that the each sales person be able to see/handle only certain products and not all products. Can I do the above 2 requirements? If yes, then how? If no, then is there a workaround for it and how? Thanks Tag: Tab order Tag: 83608
  - 8
    - Custom entity and e-mail Hi, For a design process I made an custom entity with a relationship with account. When I select the activity e-mail, the designprocess and CRM user are automatically selected. But I also want the account to be selected automatically, just like in service requests and opportunities. How can I accomplish this? Regards, Jan Tag: Tab order Tag: 83606
  - 9
    - Changing Requirement Levels when a Regarding entity is selected Hi there, I was wondering if it is possible to change a field from a business recommended to a Business Required mode when a custom entity is selected on the Regarding lookup field. Lebo Tag: Tab order Tag: 83603
  - 10
    - Changing Requirement Levels when a Regarding entity is selected Hi there, I was wondering if it is possible to change a field from a business recommended to a Business Required mode when a custom entity is selected on the Regarding lookup field. Lebo Tag: Tab order Tag: 83602
  - 11
    - Email template with images How to add images in an email template. I tried to use SharePoint Designer to design my email template and copied the entire design and paste it to MS CRM email template editor, but the images does not appear. Any help is very much appreciated. Tag: Tab order Tag: 83596
  - 12
    - Campaign NO Response listing The Quick Campaign - Campaign Response view lists items that have been promoted with a response. However, is there a way to list quick campaign sent items that have no responses yet so you can follow up on them? Tag: Tab order Tag: 83588
  - 13
    - CRM 3.0 Print Quote Feature using Word/Excel We are currently using Experlogix to configure modular equipment that we manufacture. As a result, we would like to be able to have the "Print Quote" export to multiple options such as Word, Excel or PDF (current choice though since we don't want to license all users for the writer we prefer the latter mentioned). Our needs are to be able to edit the quote before creating a PDF. We also need to add information... Is there a configuration that will let us select which option we would like to create the quote to? Is there an easy way to accomplish this? Tag: Tab order Tag: 83586
  - 14
    - Outlook / Web Permissions Issue ??? Hi all, we are having a few problems with users who have Outlook client for CRM 3 installed but also use the Web interface. The problem is that the permissions seem to get confused. Eg Buttons missing/menu items from the web client. In many cases it seems if the user logs in via the web first, everything works OK, but if they later launch ouitlook, it removes some functionality from the web client. Eg - the ability to create/save new products. Can anybody offer any help here ? Ian Tag: Tab order Tag: 83581
  - 15
    - MS Outlook toolbar does not have CRM toolbar installed I have a user running on a XPSP2 machine with Outlook 2K3 with CRM 3 installed. The CRM install is for online only. Recently, the ability to 'track in CRM' has not been functioning. After looking at the laptop myself, the CRM toolbar is enabled however nothing in CRM is functioning. It will highlight as you move the cursor over the different buttons but nothing responds. All updates have been installed and there is only one patch for CRM installed, KB913270. I've checked Event Viewer and do not see any errors. I have also tried disabling and then enabling the tool bar again with no change. Has anyone had this problem or seen this before? Tag: Tab order Tag: 83580
  - 16
    - Design question - millions of records pushed against 'product'? A general design question - I'm working with a web search/aggregator company that generates millions of chargeable click events/month - say between $.10 and $1.00 per click, i.e., non-trivial valua. Each click is generated by a customer ad campaign that is defined in CRM. (Btw, I'm new to Dynamics CRM - but have worked with multiple other CRM platforms.) At present, in the last architecture we took these into a 'warehouse' and then built extracts on a monthly basis to take to Dynamics for invoicing - a very manual process. One idea going forward (with Dynamics CRM in the picture) is to take this click stream and map it back directly to the campaign (or 'product' in CRM) on a regular basis. This would allow direct access to campaign/product performance and much easier invoicing - and also future BI potential as well... 1) Any scalability problems with pushing millions of records/month into Dynamics accounting/CRM? This could easily be over 10M records/month 2) Any other thoughts, e.g., how the heck does one actually go about customizing 'product' into a much richer animal integrated with Dynamics acctg? -- Okay, probably out of scope for this question! :) Cheers - p Tag: Tab order Tag: 83579
  - 17
    - "SQL Server is not ready" error messages After doing a few customisations and disabling and re-enabling a couple of users, the server keeps crashing (everyday) after logging several sql errors. These are : ID : 18456 Login Failed for user 'NT AUTHORITY\NETWORK SERVICE' ID : 17187 SQL Server is not ready to accept new client connections... ID : 18452 The user is associated with a trusted SQL Server connection Any ideas what could have generated these messages? Tag: Tab order Tag: 83576
  - 18
    - ObjectTypeCode in Entity table Do you know the function of ObjectTypeCode attribute in Entity table in _metabase db? I have noticed that for some records the relative value is 0, for a CRM 1.2 installation, but not for the same table for a CRM 3.0. Many thanks Tag: Tab order Tag: 83572
  - 19
    - Appoint Synch Question We have User A enter in appointments through CRM for User B. Once the sync occurs and User B is in Outlook, the appointments appear on User B's outlook calendar. We have an issue though when User B is out of the office and User A schedules an appointment for them. User A usually checks User B's Outlook calendar prior to scheduling appointments. If User B isn't online, then User A cannot see the appointments that have been recently scheduled for User B and proceeds to add an appointment for a time slot that may already be reserved. Is there anyway around this issue? Is there a way to synch the Outlook calendar behind the scenes for a user that isn't currenlty online? We are not using the Go Offline feature. Tag: Tab order Tag: 83571
  - 20
    - Data visibility in shared accounts Hi, all: Our business scenario is the following: - There are some accounts that must be visible for several business units. - These business units are all in the same hierarchy level, so there is not a business unit's hierarchy that can solve the visibility problem. - We're planning to have one main owner, who will share some accounts with a user belonging to another business unit. - The quotes and sales orders related to a shared account mustn't be shared. This means that, for a given quote belonging to a user A in the business unit A, a user B belonging to a business unit B should not see the quote. Is that the default Dynamics CRM behaviour? Thanks a lot in advance. Tag: Tab order Tag: 83566
  - 21
    - 401 Authentication Error when running reports Hello All, When users try to run reports using the external address https://crm.domain.com they continue to get a 401 authentication error. Has anyone come across this? Thanks! Tag: Tab order Tag: 83565
  - 22
    - Upgrade to Office 2k3 breaks the laptop version of CRM We are currently upgrading from Office 2k2 to 2k3, when the installation of Office 2k3 is completed and the machine has been restarted CRM no longer functions, toolbar and menu item are disabled and no folders for CRM are accessible. We ran a repair which has fixed the Desktop client, unfortunately this does not work with the laptop client. On the two laptops we have upgraded so far it throws up the following error when you try to repair CRM: Could not locate the microsoft.crm.metadatahelper.dll file verify that everyone has read access to this file on the source disk. The only solution we can find at the moment is to uninstall everything related to CRM, remove the CRM databases etc and then reinstall CRM, this would abviously be nice to avoid as we have around 100 laptops to do. Thanks Tag: Tab order Tag: 83563
  - 23
    - SRS Columns - Question I'm building out a multi-column report for quick and easy Account mailing labels (they select the records from the Grid, then click the Print Labels report). The query is simple enough, but using a Listbox control doesn't carry the data over into the 2nd and 3rd coulmns. It goes top to bottom, but not left column to right column. Am I missing a Property here? I can't even place any data fields or controls in Column 2 and 3... Tag: Tab order Tag: 83562
  - 24
    - Import opportunities and products Hi, I'm working with CRM 3.0 and I'd like to know how could I import opportunities an products into CRM. Thanks in Advance, Claudia Tag: Tab order Tag: 83556
  - 25
    - How to Check if an opportunity has been Idle for a set time Hi, I need to create a workflow that sends an email to the record owner if the Opportunity has not been modified for 42 days (6 weeks). I have two questions 1) how do I check the date from when the modified date has been changed and perform the date comparision, I assume using the "wait" feature?, 2) if a workflow has started counting days, and the record is modified, does the workflow reset itself if someone does modify the record, or is a new workflow created, if so, what happens to the ogininal workflow? Thanks Ilja G Tag: Tab order Tag: 83553

I am in version 3.0 of CRM. One of the user defined fields that I
have is a pick list that opens a calendar drop down. When the user
selects a date from the calendar, the tab order goes back to the first
field. However, if the user writes the date in (without using the
picklist) the tab order goes to the next feild as it should.

Any thoughts on this?

Thanks

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