Add a product opportunity to an opportunity in CRM Mobile 3.0 devi

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  - 1
    - Add a product opportunity to an opportunity in CRM Mobile 3.0 device Hi everybody! I have a big question so I need your help.. Please! I have deployed CRM Mobile 3.0 and it works great but when I create a new opportunity I can not relate a product opportunity to it. So what is it for? If I load an opportunity from the server and this opportunity has a related product and I can see it but I can not add a new one. I relate to opportunity new activities (fax , letters and ohters), new relationships, and new notes, but I can not add a new product.! Please can somebody tell me if there is a problem in my deployment or this can not be done? Best Regards! Dunadain. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79316
  - 2
    - Text within Forms Not that familiar with the form area of CRM but I am trying to create a new tab (within a form) that would have a radio button with text beside or below it. Ex: yes no (radio button) This statement typed beside or below: lead qualification criteria complete. (Willing to Explore Solution, Agree upon actions towards technical proof set into the future, and Product need enunciated). Is this possible? If so how? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79315
  - 3
    - Stop CRM contacts syncrhonizing in Outlook Hi, Is there a way to stop the CRM contacts from synchronizing in Outlook when you first install the Outlook client? There seems to be an option to stop it after you have installed it....but by then, the contacts have already been synchronized. Thanks Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79310
  - 4
    - Showing the Sent/Recieved date in views listing email activities Hi does anyone know of a way that you can display a sent or recieved date when displaying a list of email activities? TIA Antony Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79306
  - 5
    - createdonutc vs createdon and time localization Is there any way that I can prevent dates/times from being localized when I query the views FilteredEmail and FilteredIncident? I have a SQL function that gives me the number of minutes between two dates based upon our business hours of operation. This works great for me because I am in the right time zone, and my function is written with my time zone in mind. However when my team on the west coast runs the same query the dates/times become localized and mess with my SQL function returning the wrong number of minutes between two dates. This is extremely frustrating. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79300
  - 6
    - GP Connector for 64 bit and Exchange 2007 Compatibility I suggest that you release an update to CRM 3.0, or at the very least incorporate into 4.0, the ability to install the CRM to GP connector on a SQL Server 2005 x64 server. Also, please update the Exchange Email Router to work on an Exchange 2007 server (not just the abililty to publish to Exchange 2007 mailboxes). This is just two examples where current Microsoft products to not interoperate with other current Microsoft products. Thanks, Ryan ---------------- 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=84603148-fda7-4d2d-8d80-798fef322fa4&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79297
  - 7
    - Constant Logon credential requests in v3c We have about 6 users who have v3c on Outlook 2003 SP2 and XP. Each of these users logon to their laptops at start up and then will launch Outlook. Outlook connects. When the user clicks anywhere on CRM, CRM asks for their credentials again. Each user has been instructed to hit Cancel until the credential request goes away which it will after 3 - 6 Cancels. Is this normal? Is anyone else out there experiencing this? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79296
  - 8
    - Cannot Access System Settings or Access Reports CRM (3.0) is working fine...except that we cannot access the SYSTEM SETTINGS (under Settings->Organization Settings->System Settings). We get a highly descriptive "Error Has Occurred" msg. We suspect though it is permission related somewhere even though we log on with a Domain Admin account who is also the CRM admin. Secondly, we cannot access SQL Report Service reports. The default set of reports has been installed by CRM in the default directory. However, we get a blank page when we access http://<servername>/reports and we get an error when we try to access the reports section from within CRM. There are quite a few posts on these issues but none that mirror (or fix) this problem. Any help would be appreciated! Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79293
  - 9
    - Email Subprocess failing I have a Workflow Rule that will kick off a common email based on case status. However, what I have found is that executing a subprocess to send the email does not work or pauses. If you find it paused, and refresh, no email is sent. Changed the Exec subprocess to Send Email and the rule is running fine. I would like to know if sending emails in a subprocess is a problem or just is not supposed to work? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79291
  - 10
    - CRM Through Internet I want to configure to access Microsoft Dynamics CRM through webaccess outside the office. Right now we are using Outlook webaccess. I've configured a virtual directory and pointed the crm site but doesn't work Would really appreciate if some one helps me out. Thanks Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79289
  - 11
    - Can't assign task to another user I have a task that I would like to assign to another user, but I am getting an error message saying " Activities that have been closed cannot be assigned to another user". This task is not closed, however, so I'm not sure what is going on. I checked in both the task and activitypointerbase tables, and the statecode field was set to 0, while the statuscode field is set to 2 for this record. This matches what is set for an open test task that I created, so it seems like the values are correct. I can't really understand why we are getting the error message about the activity being closed when it doesn't actually seem to be closed at all. Has anyone come across anything like this? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79288
  - 12
    - User specific custmizations Is there a way for each user to customize thier default views and columns shown in the views? For example: User A would like to go to the accounts section and have "my active accounts" as his default view. User B wants a custom view we have created called "active accounts ending contract" to be the default. The system admin and Managers want the default view for them to be "Active Accounts". Within these default views certains columns are wanted by User A that User B does not want. For example: User A wants address to show as a column but User B does not want the address shown. Is this possible and if so how can we accomplish this? Thank you, Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79287
  - 13
    - MS CRM - Outlook/Exchange RPC over HTTP support Hello, I would like to receive advice regarding Microsoft CRM. The company that I represent is in negotiations with a partner of Microsoft about purchasing Microsoft Dynamics CRM 3.0. One of our most important needs is to enable our sales and tech. representatives from abroad to use the system as well. Our reps are currently using Outlook2003/Exchange2003 using RPC over HTTP. The current version of MS CRM 3.0 doesnâ??t support RPC over HTTP. We have been informed that our only option for the time being is to work using VPN and Terminal Server. We have also been informed that the next version of MS CRM 4.0 (work name â??Titanâ??), that will be available in the end of 2007, will support working in CRM from Outlook using RPC over HTTP. Has anybody heard about this new version of MS CRM, and whether it will really support RPC over HTTP? Thanks, Gregory B. IT Manager Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79286
  - 14
    - Bulk Edit should be disabled by default, or limit to Users with Ad By default, a user with just a salesperson role can select multiple records on a live production CRM system and change critical information like Account Name. Account Number to some rubbish symbols and save... and you ended up with multiple records of same trashy account name. What's worse, there is no way to restore the selected records back to their origianl content other than a full backend SQL restore. This is unacceptable! You should only allow non-business-required fields be modified in bulk, or provide lots of warnings before a user can actually save multiple records with the same name in a business-required-field (like Account Name, contact's Last Name, etc). If you have any safeguards built to prevent just doing what I mentioned at the top, I have not found it yet.... ---------------- 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=c307e1ee-b920-4004-9b9c-1b52c81bbf90&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79282
  - 15
    - crm1.2 synchronisation 2gb limit reached I have come up against the msde 2gb limit which means crm1.2 will no longer synchronise. I need to keep the contacs, tasks and appointments synchronising between crm and outlook,. Anyway to do this without a full sync of the entire crm database? We ned to share all contacts and accounts in the dbase. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79281
  - 16
    - Form Design I have created two fields for the accounts table and displayed them on the default accounts form - how do I show them as read-only on the default contact form? Thanks in advance Dyawlak Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79276
  - 17
    - Bulk Import of data Hi, I have to automate the process of importing more than 1.8 million of contacts in the form of XML (retrieve from another web application) into MSCRM contact. when those contacts on that web application is updated, deleted or removed, it has to update MSCRM automatically. What is the best method to accomplish this and any suggestions to improve the importing process, such as reduce the amount of time...etc. I appreciate if someone is willing to share with me some websites for reference. Thanks alot. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79273
  - 18
    - Problem deleting a queue I have set up some queues and want to delete on eof them, but I get a system error when I try. I have been able to delete others, so it's not a general problem, just this one queue. (The queue is empty and I am an administrator and the owner of the queue). Can anyone help? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79272
  - 19
    - Want to remove ADDRESS BAR I have upgraded my Internet Explorer 6 to 7, after upgrading internet explorer when i login to CRM on all the entity screen i see the address bar line below the Title bar e.i. http://servername/loader.aspx How can I remove that address bar. Can anyone help me ? Thanks... Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79271
  - 20
    - MS CRM Integartion Hello, I have 2 questions : 1/ Is it possible to build a platform with an INTERNAL MS CRM (domain D1) and a hosted MS Exchange (Domain D2) without loosing any email feature? 2/ Is it possible to use the outlook CRM client with this platform (having the outlook client on a different domain than the exchange server and on the same than MS CRM). Thanks! Fred Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79265
  - 21
    - Merging Cases Is there any way to merge two cases together the same way that you can merge two account together.? Thanks. Matt matt@nidoni.id.au Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79251
  - 22
    - ISV.confg export and import problem hi all experts, I facing one funny problem at CRM3.0, i am export ISV.config to one xml file, after that i import back that ISV.config immediately without changing anything. But it come out error message said Import has encountered an error and has been canceled. Your system has been restored to its original state. Import has been canceled because the ISV.config file could not be imported. Check that the file format is valid. Please help me. I really don't understand this CRM3 why so complicated???? thanks. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79250
  - 23
    - Performance and load testing tool of MS CRM 3.0 I cannot understand whether we need to run this tool on the server machine machine or any other syatem. The document provided with the mentions a client system, so is it a crm client or any system in the crm domain. Also I cannot understand whether we need to monitor the performance counters for the system that runs the tool or the crm server or both. Can anyone clear my doubts? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79249
  - 24
    - Update field in Entity A when Entity B is saved Hi I have created two custom entities and I would like to be able to do the following: When a date is added to a field on Entity B and Entity B is then saved I want to update a date field on Entity A (with the date that was entered on Entity B plus a year) Is this possible? Thanks Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79248
  - 25
    - Invoice & ERP Our company loves CRM but we have the following issue: After we generate an Invoice in CRM .. (1) we need to export invoice related data (invoice and invoiceproduct) to our ERP due to local tax requests to print invoices in pre-authorized documents...we are outside of USA...how? Do I create a report and export? (2) we update our payments on the ERP...is there a simple way to import all paid invoices back to CRM? I thougt of changing the statecode/statuscode fields via script but dont know if this is supported method... Thanks, guillotkx Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79247
- Next
  - 1
    - CRM SQL query Use Dear CRM Team, I need to find a way to retrieve data stored in a table and use it with another table or entity, I mean by that for example if I have an employee table which includes employee name and number and I want when I choose the employee name the system automatically retrieve the number from the employee table and put it on the table or entity. Also I want to know how to write a query and use it inside the CRM, and if it is possible where and how to do this. by the way I am a new CRM user, and I am also responsible for its implementation and deployment. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79246
  - 2
    - Uninstalling hotfix Support emailed hotfix KB911520 that sends emails after creating quick campaigns. This now prevents us from editing the campaigns before they are sent to the customer, so I would like to remove this and test the manually send. I try to uninstall the hotfix and it says there is a newer update on the server, please remove first. I then try and remove the other hotfix I have KB925874, but the remove is greyed out. How do I remove this hotfix?? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79245
  - 3
    - Records should first be deleted logically from MSCRM database! When records are accidently deleted by users, these records get physically deleted from the MSCRM database with the current config of the system. This I think can be very frustrating when users who are just learning tend to delete records they dont intend to. I think, data should first be deleted logically (ie be flagged as deleted using a bit number in a seperate field) and if need be the administrators could easily run a query and change the status from deleted to not being deleted. This could keep data intact. A job could automatically run every so many months to ensure that the records which are still flagged to be deleted (for over so many months) could get physically deleted from the database then. I hope this makes sense. I think this should be standard for any software and CRM should definately be smart enough to recognise the value of this. Cheers, Visha Narayan ---------------- 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=375629d9-f7c7-45ed-8f42-ad783aa156fc&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79239
  - 4
    - Sending Sales Literature as an E-Mail Hi can any one tel me how to send a sales literature in an email...? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79238
  - 5
    - CRM3.0 needs to support single Exchange 2007 Microsoft CRM needs to support Exchange 2007 without the need to have an Exchange 2000/2003 server deployed. It is not acceptable for customers to wait and be expected to wait to CRm4.0 is released then upgrade to this CRM version. ---------------- 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=366fb34f-f48e-48e9-8ab1-a32c9802c501&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79237
  - 6
    - Microsoft CRM-Exchange or E-Mail Router / Laptop Client with Oulo Is either Microsoft CRM-Exchange or E-Mail Router a must for laptop CRM client through outlook? If yes, then are all emails routed to CRM or can we control what is routed and what is not - As this seems to be a potential security risk/problem? Please advise Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79235
  - 7
    - Deleting Email Attachments When a user creates an email in CRM 3.0 and adds an attachment, they are not able to remove that attachement unless they have permission to delete activities. I find this rather annoying because our client doesn't want their users to be able to delete activities from the CRM system, however they would like them to be able to remove attachments from emails when they are sending them out. Has anyone else found this problem or does anyone know a work around without giving users permission to delete activities?? (Sending emails via outlook and tracking them is not a solution as there are templates used that require attachments to be added). Thanks SC Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79234
  - 8
    - crm sbs 2003 sp1 sql 2000 sp4 install error hi i am unable to install crm 3.0 keeping getting the following error: hi i have now recreated sql instacne and get the following error. ms sql server machine name value server\crmserver is invalid sql server reporting services the sql server server\crmserver is unavailable i have checked the services are running and have tried kb921971 please help Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79232
  - 9
    - Auto Populate Case Details Hi We would like for the serial number to be automatically populated once the product is chosen on the case form. I know that we have to use JScript and possibly use the OnChange Event so that as soon as the product is selected the serial number is populated. We are not too familiar with JScript and I was hoping someone could assist me. The code that we inserted on the OnChange Event looked like this: //crmForm.all.Caseproductserialnumber = crm.Form.all.Contractproductserialnumber When we enabled the event and tested the results there was no change. We would really appreciate any assistance. Many Thanks Mark Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79231
  - 10
    - CRM Client V3.0C and KB919534 Hotfix Hi all, I post the following case again: I got a problem with the CRM Client V3.0C and the KB919534 hotfixe. It works like a charm with Client CRM for Outlook with Update Rollup 1 but not with the last CRM Client (AKA V3.0C). I want to display the CRM WebForm instead of the basic Outlook form. see http://support.microsoft.com/kb/919534/en-us Any ideas ? Thnaks in advance, Thomas Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79230
  - 11
    - Web service / javascript problem on remote pc Hi, I've created a web service that is called in the onload event of an entity. The code to access the web service (Microsoft.XMLHTTP) is in a seperate javascript file and I use a 'document.write' statement in my global.js to include it there. The code works fine when I access CRM on the crm server, but when I try to connect from another pc, the onload event doesn't get results back from the web service. When I access the web service directly in a browser from that pc it works fine. I was wondering if someone else had similar issues. I already tried to play with the security settings of my trusted zone, but with no luck. I'm using IE 7 to access CRM (also on the crm server, where it works). Many thanks in advance, Kevin Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79229
  - 12
    - CRM Client for Desktop - install location Can anyone tell me if it is possible to customise the installation "location" for the "CRM 3.0 Client for Desktops"? I understand that the "Specify installation location" option only appears during installation of the CRM 3.0 Client for Laptops, but not for Desktops. We need to be able to customise the installation location as we will be streaming the CRM Client using Softgrid (which requires installation to the Q: Drive) Thanks, Jim. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79226
  - 13
    - Slipstreaming Hotfixes in Titan Hi. I understand slipstreaming hotfixes in CRM 3.0 is not a possibility (Or not supported, anyway). I wonder if this will be made available in Titan? Specifically for the clients - it would make life a whole lot easier for IT staff who has to roll this out in an environment. Or better yet - deploying the client via SMS or something similar. Thanks! Ted ---------------- 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=9822a969-56be-455a-9072-0855d5ee1e5e&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79224
  - 14
    - Credit Invoice I have read that many of us have the same problem and that Msft staff has said the issue is on the tracking database....how long before it is available? The temporal solution of creating a 0 quantiy 1 dollar value with the negative value in discount works, but you loose track of the items being canceled. The ideal solution will be to allow negative quantities...that way, if i sell 50 Unit A and 10 Unit B...I can make an invoice for -10 Unit A and -5 Unit B and CRM can calculate the totals based on the price list. Regards, guillotks ---------------- 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=81147600-5141-47f2-b2f1-4f7a5e0212cf&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79219
  - 15
    - Auto Populate Case Details Hi We would like for the serial number to be automatically populated once the product is chosen on the case form. I know that we have to use JScript and possibly use the OnChange Event so that as soon as the product is selected the serial number is populated. We are not too familiar with JScript and I was hoping someone could assist me. The code that we inserted on the OnChange Event looked like this: //crmForm.all.Caseproductserialnumber = crm.Form.all.Contractproductserialnumber When we enabled the event and tested the results there was no change. We would really appreciate any assistance. Many Thanks Mark Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79216
  - 16
    - passing parameters I am trying to pass a network pathway to an iFrame but it's not working. I investigated the issue by printing to screen the crmForm.all.iFrame_Test.src value and see that it accepts only when I pass to it anything except for the " \ " character. Has anyone seen this before? In one of my other test environments I had no problems doing this and now it doesn't work. Is there a security attribute that I must activate? -- Thank you for the help!! Richard Page MSc. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79212
  - 17
    - Use on load trigger to provide Views for different Roles I would like to provide different user roles with different views for the Account entity. Therefore I would like to use the on load trigger to check which user is logged on (and his user role) and according to this show a defined set of fields (maybe provide standard values as well). Is it possible to hide complete folders? Thx Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79210
  - 18
    - Activity Entity - make Subject field invisible hi all On the phone call activity entity there is a field called subject which is locked and set to business required. CRM allows the updating of this field from business required to not required but does not allow the user to remove this field from the form. any ideas how i can make it invisible as this is not used in out business. thanks in advance regards ridhima Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79202
  - 19
    - incomming / outgoing mail server are they the same? After setting the registry value of the crm outgoing mail to itself this error popped up. "Initialize Token Failure" My environment is SQL CRM on same server Exchange and email router on different server. I was having issues with crm not sending mail at all. My question is what should the incoming email server be and what should the outgoing server be and what user should be sending them if I used all the default nt authority\network service account During the installation? Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79200
  - 20
    - The Basics Hello all! I am new to MS CRM. My background is mainly in Oracle Databases/Financial Applications, so my syntax needs some brushing up! I just have a few quick questions regarding the basics of CRM customization as the book I am reading contains very few examples. From the passages I've read in the book, it seems to be fairly simple to customize forms in CRM. I have been able to do some customization such as removing certain fields from forms, adding more business-specific attributes to forms, etc. However, I am having difficulty with what I believe to be, a core concept of CRM. I am trying to alter the Preview Window form for the Tickets entity. I want to display the Customer Phone Number on this form. My problem is, the phone number attribute is not a part of the Tickets entity. So I decided to create a custom attribute belonging to Tickets. Since a relationship already exists between Client and Ticket, I altered the Mappings under the Parental relationship and mapped the source field (telephone1) to the custom attribute. I added it to the Preview Form, saved, and published. I do not see the value in the field. My question is, am I completely misunderstanding the customization side of CRM? Can I only create new attribute fields and INSERT data into them and save them in this manner? Do I need custom scripting to retrieve the value from the Client entity to achieve my sought after functionality? I feel like I could go in any number of directions here, but I would like to achieve this functionality without scripting, if it is possible. Thank you for your time, Steve Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79198
  - 21
    - Ability To Change Entity Properties After Creation - Relate Activi If you create a custom entity without allowing activities to be related and later decide that you need activities, you have to recreate the entity and loose all your data. We need to have the ability to after creation, change that property. Once turned on, you would not be able to turn it off, but you should be able to turn it on after creation. ---------------- 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=96a4af18-599f-4f99-a966-77a16eb81b4c&dg=microsoft.public.crm Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79194
  - 22
    - How to associate attachments to Service Activities Hello, I would like to know if it is possible to provide the users the ability to associate files attachments to service activities. If so, how can we enable that? I don't see how on customization area. Constanza Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79193
  - 23
    - Send email to @skynet.be -> OK - @hotmail.com -> NOK hello, i can send email from adminitrator to @skynet.be manually or when i use a workflow, but i don't know why i don't recieve email from administrator to my other account @hotmail.com Workflow Monitor logs the rule had no error. -> OK Echange System Manager -> queues -> @skynet.be state : ready - messages : 0 -> OK -> @hotmail.com state : ready - messages : 0 -> OK -> So why i don't recieve the email ? is there any filter anywhere ? Thx! :) Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79192
  - 24
    - Hidden report filter in CRM I created a report that involves accounts, opportunity and opportunity products. It works great in SRSS. After I import it to CRM, I clear off the default filters on accounts and opportunity entities. There is no filter visible on opportunity product. The report when run in CRM does not look right. When I did a trace, it seems that there is a filter for looking at opportunity products modified in last 30 days. However, when I edit the default filter, I dont even the opportunity product entity listed there. My question is how can I remove this filter from this report. I tried to import the same report under a different name and got the same results. Thank you. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79191
  - 25
    - Disable Quick Campaign What is the best way to disable - or better still hide - the quick campaign button for certain users? It doesn't appear to be itemized in the security roles. We can disable bulk emails etc, but would prefer that the button just doesn't appear at all. When I tried exporting sitemap and removing the relevant line, the system did nasty things after I re-imported. Tag: Add a product opportunity to an opportunity in CRM Mobile 3.0 devi Tag: 79187

Hi everybody!
I have a big question so I need your help.. Please!
I have deployed CRM Mobile 3.0 and it works great but when I create a new
opportunity I can not relate a product opportunity to it.
So what is it for?
If I load an opportunity from the server and this opportunity has a related
product and I can see it but I can not add a new one. I relate to opportunity
new activities (fax , letters and ohters), new relationships, and new notes,
but I can not add a new product.!

Please can somebody tell me if there is a problem in my deployment or this
can not be done?

Best Regards!

Dunadain.

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