printing quotes

TheMSsForum.com: The Microsoft Software Forum

The MSS Forum ‹ Crm
- Archive
  - Biz
  - MCSE
  - CRM
  - Drivers
  - Framework
  - ADO
  - ASP
  - Compact
  - Forms
  - Dotnet
  - C#
  - VB
  - FontpageGen
  - Excel
  - WorkSheet
  - Exchange
  - Setup
  - Fox
  - Fontpage
  - ASP
  - IIS
  - Entourage
  - Money
  - Messanger
  - PocketPC
  - Powerpoint
  - Project
  - Publisher
  - Excel
  - VB
  - Security
  - Portal
  - Services
  - SQLServerDev
  - SVCS
  - SQLServer
  - VB
  - VC
  - MFC
  - ExcelGen

- Previous
  - 1
    - Microsoft Office Small Business Edition 2003 Just acquired new Lap Top with the above loaded. I confirmed codes on phone and have operational. Would now like to have on my other 2 office computers to maintain comformity. What does it cost to allow this to happen and what is the process? I'm currently running Office 200 on other computers. Fred Tag: printing quotes Tag: 13757
  - 2
    - unwanted fields to be removed Our's is a service based company so we do not need shipping address in MS CRM. 1) Is there a restrction in MS crm 1.2 to delete custom fields? 2)Can we delete/ modify MS created fields? Considering the SQL 8000 byte limit how can this be done. 3) Can we delete it using enterprise Manager in SQL? 4) How can Dependencies be removed? Please advise suitable method for removing unwanted fields without effecting other things? Tag: printing quotes Tag: 13756
  - 3
    - excel 2000 i run a business from my home. i am an experienced user but cannot figure out the following: i want to automatically enter the date when i enter a piece of data. when i use the "now" function" the date changes when i access the worksheet. any suggestions? Tag: printing quotes Tag: 13755
  - 4
    - Auto-dial with salesforce.com Does anyone know of a plug-in utility we can use to auto-dial from salesforce.com? We do not require predictive dialing, only ability to click on a contact and dial. Thank you. Tag: printing quotes Tag: 13754
  - 5
    - Can't remove license from user I get an error message when I try to remove a license from a user "the selected object could not be found. Verify that the object exists in both the database and active directory" The user does still have an active directory account and I don't know where to find it in the database If anyone can help, I am sure I am not the only one with this issue Tag: printing quotes Tag: 13748
  - 6
    - Outlook Taskbar Buttons Suck My "CRM Appointment" and "CRM Task" buttons on the outlook bar aren't working (meaning: you click on button and nothing happens). Any Ideas? (Its just those two buttons, the rest work) Tag: printing quotes Tag: 13747
  - 7
    - Custom Quotes Is there any way to build a custom quote besides modifying the form. IE: How it prints out, as far as i can tell it doesnt bring in the product description automatically from the product description or list them individually. Am i wrong? Any help i would appreciate it. Tag: printing quotes Tag: 13745
  - 8
    - Can't attach a stored procedure to a Crystal report?? "Information is needed before this report can be processed" I get this error when I try to run a report through CRM that has been built with a stored procedure as the data source. Preview mode in Cystal shows the data just fine. Seems like this might be a bug. Any ideas? Thanks, Dave Tag: printing quotes Tag: 13741
  - 9
    - SQL Server Security Setting Hi! I've been using a local administrator on the CRM server to run the deployment manager. To get this to work, I had to get my friendly DBA to grant me SA Administrator privileges in SQL Server. This works fine. But, he is unhappy about giving me that privilege indefinitely. The LAN administrators would prefer to keep me out of the Domain Administrators group as well. Does anyone know what security settings I could be using in SQL Server instead? Joseph Tag: printing quotes Tag: 13735
  - 10
    - CRM for Outlook Configuration Failed I uninstalled CRM for Outlook v1.2 I did not follow the steps on pg 376 of the implemenation guide. I uninstalled SQL first and then CRM for Outlook. I haev deleted the folders on step 5 and 6 I want to reinstall CRM for Outlook on my computer however it get an error message that it is already installed on my computer that another user is using it. I looked at my users and neither one of the programs are there. I tried to roll back windows XP to an earlier date and it will not let me. I am using Windows XP and Office 2003 Thanks Tag: printing quotes Tag: 13734
  - 11
    - MSCRM 1.2 - Delete user In my test lab, I added a domain user via the Deployment Management snap-in. I later realized that the user's name was misspelled and deleted the account from AD. The user however was not deleted from CRM. In the settings portion of the CRM interface I saw the misspelled user and deleted him from there and yet the user still appears in the Deployment Manager snap-in. How can I delete or at least free up the license? thanks, Sean Tag: printing quotes Tag: 13731
  - 12
    - How does MSCRM 1.2 handle conflicts in synchronization w/ Outlook? I know that MSCRM in v1.0 is "last in wins". Is this the same with v1.2? Thank You, Do Tag: printing quotes Tag: 13730
  - 13
    - Create an Organization Tree that can be looked up. I need to create an organization tree, such as Dept of A -> Dept 1a -> Dept 1ai -> Dept 1aib When a user clicks on the LookUp field on the Customer/Department field on the Opportunity form, the user should be able to go down the tree and select 'Dept 1aib' instead of just being able to select 'Dept of A' Any suggestions on how to do this Thanks Tag: printing quotes Tag: 13729
  - 14
    - Missing role In the MSCRM database We are missing the MSmerge role. how do we add it Tag: printing quotes Tag: 13728
  - 15
    - Create an organization tree that can be looked up. I need to create an organization tree, such as Dept of A -> Dept 1a -> Dept 1ai -> Dept 1aib. When a user clicks on the LookUp field on the Customer/Department field on the Opportunity form, the user should be able to go down the tree and select Dept 1aib instead of just being able to select Dept of A. Any suggestions on how to do this? Thanks! Tag: printing quotes Tag: 13727
  - 16
    - Can Sales Outlook Client be accessed from Internet? Hi: My question relates to synchronizing the Outlook Client without a VPN. If I make my CRM server public on the Internet, will I be able sync correctly using simply the IP address? I haven't tried but I looks like it may cause a problem in that the Internet user is not logged onto the AD Domain. Thanks, Do Tag: printing quotes Tag: 13723
  - 17
    - CRM 1.2 very strange error! I can access the web version of this CRM but I get "You do not have sufficient Microsoft CRM privileges to run the Workflow Manager. For more information, contact your system administrator." Well, I am the system administrator and I am logged in as the system administrator with full SQL and directory privileges... This happends on all the utilities exept the deployment manager. Sometimes I get an error stating theat the CRM server can not be found. If no one knows the answer, is there another good CRM that uses the web and Outlook as the client? I want a unified place for everything, email, leads, etc. Tag: printing quotes Tag: 13719
  - 18
    - CRM1.2/EX2003 email router won't install When installing the Microsoft CRM-Exchange email router I get an error message as follows: "One or more of the CRM servers you specified is invalid or you do not have administrator priviledges on that server." The servers are valid and I am operating a network administrator with admin rights on each server. Any ideas would be much appreciated. Tag: printing quotes Tag: 13717
  - 19
    - Sales for Outlook problem I know I saw a thread from a while ago of someone else experiencing this - anyone know of what to do? When I right-click, choose Properties, and go to the Home Page tab, I see the URL as something like this: http://localhost:2525/stage.aspx?page=Home&area=nav_home When I telnet to localhost 2525, I get no response. I checked in the registry under HKLM\Software\Microsoft\MSCRM, and saw that the DWORD entry CassiniPort (value 2525) exists now, and I also checked it after installing (it was also there). Any ideas? Tag: printing quotes Tag: 13710
  - 20
    - Sales for Outlook views return "Cannot find server or DNS Error" I know I saw a thread from a while ago of someone else experiencing this - anyone know of what to do? When I right-click, choose Properties, and go to the Home Page tab, I see the URL as something like this: http://localhost:2525/stage.aspx?page=Home&area=nav_home When I telnet to localhost 2525, I get no response. I checked in the registry under HKLM\Software\Microsoft\MSCRM, and saw that the DWORD entry CassiniPort (value 2525) exists now, and I also checked it after installing (it was also there). Any ideas? Tag: printing quotes Tag: 13707
  - 21
    - Estimated cash flow quarterly Is there any way I could add a quterly estimated cash flow field to an opportunity form? For example if we signed a contract and a client going to pay 50% up front (Q2 2004) and then another 25% in (Q3 2004), etc. Management wants to run a more accurate report on future cash flows. I could just add a custom field Q1, Q2, Q3, Q4 fields but it becomes a problem if it goes over a year. Is there any way I could use CRM's notion of fiscal year in conjunction with a custom currency field? Any advice would be appreciated ? Tag: printing quotes Tag: 13706
  - 22
    - Trouble filtering a report on a custom field We have added some custom fields via the deployment manager and when we try to filter a case report (like case list) by them, we get this error: CrystalReportViewer Error in formula This field name is not known.. File a4c34756b9b331b8.rpt. I'm figuring its a straightforward configuration step we must have missed. Any ideas? Thanks, Justin jfischer[nospam]@coretrac.com Tag: printing quotes Tag: 13705
  - 23
    - Loosing CRM buttons in Outlook at the time We are constantly loosing the CRM buttons in Outlook. Sometimes just going back in and checking the box under COM Add-ins works to bring them back, other times you have to do a Remove and Add to get them back, and sometimes when that doesn't work, we've had to uninstall and re-install. Needless to say, users are quite frustrated. Has anyone experienced this? Any solutions? Known Causes? Tag: printing quotes Tag: 13704
  - 24
    - Checkboxes & multivalues Hello, CRM really is a great tool with easy-to-use UI designers and stuff. But I have to express serious concern about a "forgotten" functionnality. I looked for reference to my point in the present newsgroup and didn't seem find any post so here it is. How come CRM doesn't implement checkboxes and multiselection controls? Such a missing type of control is quite hard to explain. Let's suppose i'm a software creator, working on an opportunity and wishing to qualify the technical needs of my customer. The most straightforward way would be - with ASP.NET - to create a ListBox control or a CheckBoxList with this kind of values in it: - ASP.NET - Oracle - Sql Server - ASP - WinForms - VB 6 Using the standard tools provided with CRM, the easiest (and blatantly ugly) way to reach identical functionnality would be to create 6 boolean fields, which would be displayed as pairs of radio buttons. Quite a waste in terms of graphical space in the forms :-) Did someone find any workaround? Thanks for your advice, Karim Tag: printing quotes Tag: 13703
  - 25
    - Subject line in CRM Appointments Our sales people are complaining that the Account Name and Account Number do not automatically show up in the calendar when setting up CRM appointments when they link it to an account. They must open the appointment up to see which account they are visiting or put the account name and number in the subject line. Is there a way to make it automatically put the account name and number in the subject line so it displays on the calendar?? They feel it is redundant to select the account in the regarding field and type it in the subject line just so it appears on the calendar. MaryBeth Tag: printing quotes Tag: 13701
- Next
  - 1
    - Access to email other users in other business units in CRM We set up our company as the parent business unit and had all of our territories set up as sub business units so that the regional sales people would have access to only the accounts in their business unit. The problem I am having is that when a sales person creates an email and selects to send to another user, only the users in his business unit are accessible to email to - which is nobody else. I tried setting up a team to see if they could access the user then, but no success here. Any ideas? MaryBeth Tag: printing quotes Tag: 13700
  - 2
    - FYI: Saving to, then sending from Drafts 2/26/2004 9:53:00 AM CST -- Kris If you save a normal email, typically to the Drafts folder (this happens automatically after 3 minutes (the default)), then you go back in and open that email, it tells you that the message has NOT been sent. Once you have sent the email it moves it to the Sent folder. This, as you know, is normal behavior. If you go through the same process with CRM emails, first saving it to the Drafts folder, then you open it up, it DOES NOT tell you that it has not been sent. It does tell you when looking at the default Drafts folder view under the column "Sent", that it is 'none'. However, this is not truly accurate due to the next issue. And that is, once the CRM email has been saved (by default to the Drafts folder, but I tested saving it to the Inbox and experienced the same problem), and then at some point later you send it, the message IS NOT moved to the Deleted folder as all other CRM emails are, but rather a second copy of that email is created in whatever folder the original message was saved in and they BOTH say 'none' for having been sent. You cannot tell whether the message has been sent. To summarize this bug: 1) The saved CRM email needs to accurately depict the condition of the email (Sent or Not sent) 2) Sent CRM emails, after they have been saved, need to be moved to the Deleted folder as other CRM emails are and NOT create a second copy under the folder where the message was originally saved. -------------------------------------------------------------------------- 2/26/2004 12:38:00 PM CST -- MS Hello Kris, You have made a very good observation. I have been able to reproduce the issue in our test environment and will need to investigate the issue further with some additional resources. A temporary workaround would be to configure the folder to AutoArchive items after a certain time period. The least amount of time you can set would be one day. To set AutoArchive on this the Drafts folder, right click on the Drafts folder and select Properties. You should see the AutoArchive tab. Please let me know if you have any additional questions. Tag: printing quotes Tag: 13699
  - 3
    - Menu GoTo->Sales trouble Hi All! Just installed MS CRM 1.2 in a test environment (the only computer for all except AD). Want to delete newly created account, select menu "GoTo" (as recommended in the Tutorial), but the "Sales" or "Service" item absent! Where I get wrong? Please help. Regards, Eugene. Tag: printing quotes Tag: 13698
  - 4
    - Where in te AD do i install the CRM OU How do you do when you install the CRM system. If your AD Root domain is called for example: www.jbl.com and the CRM system is licensed to JBL, do you then choose to put the CRM OU direcly under the root domain, or do you create another one...? I really dont know how to descibe, where to place the CRM folders in AD during install of the CRM server... Tag: printing quotes Tag: 13695
  - 5
    - MS CRM v1.2 Sales Process (Sales Standard License) Hi All, What's the answer of this questions? How many numbers of Sales process in Sales Standard License ? A. 0 B. 3 C. 6 D. Unlimited Tag: printing quotes Tag: 13691
  - 6
    - Metabase Cache Error Okay... I'm new to this. I have MSCRM setup and running well through web access, however, in the Outlook client I get an error when I try to view the CRM records Offline. I can view them just fine throught the CRM website, and also through the Outlook client, when I'm online. But when I sync and go offline, I get the following error: Metabase Cache Error (then in the window below) No Entity (with a big red "X") What am I doing wrong? Thanks! Tag: printing quotes Tag: 13690
  - 7
    - Microsoft Word I need help!! Microsoft Word program came with my computer,thru Gateway, and I had to have my computer reparied and lost the Word program because I do not have the key numbers. Gateway said they cannot help me and I will have to go thru Microsoft. I purchased my computer in August 2000. Let me know what I must do. Thanks. Tag: printing quotes Tag: 13685
  - 8
    - Pointing the Sales for Outlook Client at different MSCRM servers Does anyone know if its possible to change which MSCRM server that your sales for Outlook client points to? eg I want to let people access our dev server for a while and then later switch them over to our prod server Can this be done without reinstalling the Sales for Outlook Client? cheers Tag: printing quotes Tag: 13683
  - 9
    - can't open CRM user manager Hi, when I tried to open the user manager under the "Deployment Manager", I get error message "The server localhost is not avaliable."This might happen if it is not currently avaliable, it is not a Microsoft CRM server,or you do not have Sufficient privilege to run user manager." Thank you very much Tag: printing quotes Tag: 13682
  - 10
    - SDK error -> HTTP status 401: unauthorized.source:System.web services Hi all, I am using the SDK to build a custom aspx page that simply extracts the 'fullname' of every user in the 'systemuser' entity and assign it to a particular field in the Opportunity form. This is because the client needs a user to be assigned to an opportunity as the owner of the opportunity will not necessarily be working on it. I have Visual Studio and therefore development performed on my local machine and MSCRM is installed on a virtual server. I have managed to bring the custom aspx page up from the MSCRM server without any issues but have not been able to make a connection as it comes up with the error: "The request failed with HTTP status 401: unauthorized.source:System.web services" I have referenced the Microsoft.Crm.Platform.Proxy and System.Web.Services in my solution and have no idea what needs to be done. I am thinking that something needs to be done with the IIS Security settings in the MSCRM server. I also however am thinking the problem lies within my own aspx implementation. Help will be much appreciated. And once the page is successfully working, what is the best practice to place the page within the wwwroot folder? Nathan Tag: printing quotes Tag: 13676
  - 11
    - One way sync CRM 1.2 Exchange 2003 SQL 2000 Outlook 2003 Create a CRM appointment in Outlook and it shows up in CRM. Create an appointment in CRM or use CRM to change one of the appointments created in Outlook and it doesn't sync to Outlook. No errors. Any suggestions? Tag: printing quotes Tag: 13675
  - 12
    - Why do I see "Cases"? Why do I see the option for "Cases" when I click on "Online Services" in the Outlook client when I don't have the Service portion of CRM installed? Are "Cases" available in the Sales portion? -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: printing quotes Tag: 13673
  - 13
    - Sending an email to another user I am trying within CRM to send an email to another user in a different business unit. Our company is set up as the main business unit with all of our territories set up as sub-business units. Thus we can give our sales people access to the accounts in their sub-business unit only. But when I do this, I donot see the other sales people as users when I create an email. I've tried creating a team that they all were members of but I still didnt see those additional users when trying to compose an email in CRM. Any ideas would greatly be appreciated. Tag: printing quotes Tag: 13672
  - 14
    - You are not authorized to view this page everytime I try to view our internal website I get the message 'You are not authorized to view this page.' I followed the implimentation guide (after I had allready installed the product). But everything seems to be set right. Any ideas? Greg Tag: printing quotes Tag: 13667
  - 15
    - Add custom views to SavedQueries I'm building a custom object, and I'd like to give the users the ability to create and modify views that will determine the data displayed in your basic CRM grid list display. Has anybody figured out the secret to get data into the SavedQueries table? (I bet the answer is to use the SDK, as my attempts using SQL Insert tables have not worked so far - securitydescriptor gets in the way. If anybody is willing to share some code that accomplishes this task, I'm buying in Orlando...) I'm assuming that once I solve this puzzle, I can append the GUID for this object onto the form customizations path and allow users to change the view(s). Will this also allow them to set a default view? Many thanks, Dave Tag: printing quotes Tag: 13660
  - 16
    - Lead Conversion to Contact If I convert a lead to a contact, the notes and activities for that lead do not transfer to the contact record! Is this how it's supposed to be or am I doing something wrong? If that's how it's supposed to be, that doesn't make any sense! -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: printing quotes Tag: 13650
  - 17
    - enable Replication and create the Publication Is it the same commands in 1.2 as it was in 1.0 Tag: printing quotes Tag: 13649
  - 18
    - Great Plains Invoice History view? Has anyone built a view in MSCRM that will show Great Plains Invoice history? I would be willing to purchase one. Jake Tag: printing quotes Tag: 13637
  - 19
    - CRM error during outlook synchronization Hi there, I have created a new account/contact/opportunity in offline mode. When I go to online (clicking the "go Online" buttong in outlook toolbar), I am getting "The specified domain logon name already exists. You must use a unique domain logon name or open the user record that is using this name already" error. We are about to make a decision on buying the MS CRM solution, and the main factor for choosing MS CRM is the Offline capability. How to fix this error, so that I can show a working demo to my VP?. Any help is greatly appreciated. Thanks Ed . Tag: printing quotes Tag: 13632
  - 20
    - Act to CRM Import Question I'm wanting to use DTS to import Act Data into CRM using the DMF. But when I go to use DTS, there's no option to use an ACT Data Source. So what option would I choose in DTS to connect to that ACT Data? -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: printing quotes Tag: 13629
  - 21
    - 1.2 Integration Release Microsoft, when is 1.2 Integration going to release? All I hear is "soon", but "soon" is now turned into months. -- Brandon IT Director Presentations Direct - Office Equipment & Supplies http://www.presentationsdirect.com Tag: printing quotes Tag: 13627
  - 22
    - Remote Connectivity When using terminal server on your personal computer, can the personal activities that you conduct such as MSN messenger, websites visited on your local computer be seen by the network, after you log off of the remote desktop connection? I notice that even once you sign off, there's a message that states the remote connection is still running in the background. Please advise Tag: printing quotes Tag: 13626
  - 23
    - automatic tax calculation has anybody added fields that are automatically recalculated whan other fields in the invoice/order/quote form are modified? is it possible or is there any way to emulate that? e.g a tax would be a formula based on a percentage depending of the value of another field like state/province, so we have a formula plus a if-the-else logic associated to the calculation. Tag: printing quotes Tag: 13624
  - 24
    - Run CRM within the 2003 webmail ? Is there any possibility to have the folderwiev as in the sales for outlook in the outlook webmail ? And to enter the CRM inside the frame in outlook webmail ? Niklas Tag: printing quotes Tag: 13622
  - 25
    - MAS90 connection I talked with someone at a trade show about a product they had that tied MAS90 into CRM. Does anyone have any information on the company and/or the product? Tag: printing quotes Tag: 13621

A lot of folks are using templates/mail merge with the
Sales for Outlook client.

Re: printing quotes by GreaterThanTwo

GreaterThanTwo
Mon Mar 01 11:35:49 CST 2004

Hi Lindad, we have a new add-on product for MSCRM that allows you to produce
customizable Quotes, Order and Invoices, with line-item details directly
from the Quote, Order and Invoice forms within both the Web and Outlook
clients. This is another option.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com

"lindad" <anonymous@discussions.microsoft.com> wrote in message
news:180901c3fecb$7014bf90$a601280a@phx.gbl...
> A lot of folks are using templates/mail merge with the
> Sales for Outlook client.

Re: printing quotes by Sebastiano

Sebastiano
Wed Mar 03 05:16:35 CST 2004

But can you show quoteproduct datas ?

"Erik Juhlin" <anonymous@discussions.microsoft.com> ha scritto nel messaggio
news:2F614548-14CC-4953-B4D5-5B5A56984E72@microsoft.com...
> Yes!?

Re: printing quotes by Greaterthantwo

Greaterthantwo
Thu Mar 04 11:47:07 CST 2004

We have a new printing product for MS CRM that allows you to print quotes
with line-item details. Check our website for details.

Mike

Greaterthantwo Media
Printable Quotes, Orders and Invoices, with line-item details, now
availablefor MSCRM.
http://www.greaterthantwo.com

"Sebastiano Castrini" <castrini(remove)@libero.it> wrote in message
news:uxvPOUdAEHA.444@TK2MSFTNGP11.phx.gbl...
> But can you show quoteproduct datas ?
>
>
> "Erik Juhlin" <anonymous@discussions.microsoft.com> ha scritto nel
messaggio
> news:2F614548-14CC-4953-B4D5-5B5A56984E72@microsoft.com...
> > Yes!?
>
>