report of who synced and when

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- Previous
  - 1
    - Setting crm service credentials Hi, right now when closing a case, we are getting the credentials from an xml file, using always the same username and password, therefore all incidents are being closed by the same username. Right now i'm trying to fix this problem, but the default credentials are always empty. Basically what i'm doing is i'm calling a web service from javascript, and then the webservice calls another external method where the funcionality is being performed. indetity impersonate is set to true in web.config of the web service, windows authentication enabled. From the iis i'm also only enabling windows authentication. Any idea why the default credentials are empty? any help would be greatly appreciated. Matt Tag: report of who synced and when Tag: 90354
  - 2
    - MS CRM Mobile Express error on Notes or any Activities Just put it in. Did the install exactly as the docs describe. Everything works fine until when we try and view any related Notes or Activities to anything. The error follows. Would appreciate some help on this. Thanks, Gary An Error has Occured -------------------------------------------------------------------------------- Go Back Try Again Message: Exception of type 'System.Web.HttpUnhandledException' was thrown. Stack trace: at System.Web.UI.Page.HandleError(Exception e) at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequestWithNoAssert(HttpContext context) at System.Web.UI.Page.ProcessRequest(HttpContext context) at ASP.entityreadonly_aspx.ProcessRequest(HttpContext context) in c:\WINNT\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files\root\2030cedc\7bed3ec7\App_Web_soyaptfv.6.cs:line 0 at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) Tag: report of who synced and when Tag: 90353
  - 3
    - Advanced Find Export to Excel We have an Advanced Find that was created that has more than 10,000 records being returned. When we try to export the find into an excel spreadsheet, only 10,000 of the records appear even though we chose to export the results on all pages. Is this a limitation of CRM 3.0? If I do a count on the records in sql, there should be 17,161. Any information regarding this would be much appreciated. Thanks!! Tag: report of who synced and when Tag: 90343
  - 4
    - Strange Message while adding a Opp, Quote product Hi, I am getting a message when I select a product on the Opportunity and Quote detail, and I don't know why. The price list is ok, the price is 0. This happen no matter what product was chosen. the message is: "Precision must be an integer within the allowed range: 0 for integers, 0 to 4 for money and 0 to 5 for float and decimal fields" Any Ideas? Thanks. Tag: report of who synced and when Tag: 90340
  - 5
    - Microsoft CRM 3.0 Works Fine But... I am trying to find a SQL person to help with a problem. Somehow, and I am not exactly sure how it happened, the "sysft_ftcat_documentindex" SQL file for my MSCRM data base got separated from the other SQL data base and log files and was placed on a separate drive which failed and had to be replaced. I did not have a backup of that file. As I was saying, Microsoft CRM works fine but I cannot do a full SQL database backup because that file does not exist. I can do a partial data base backup but I would like to do a full data base backup. Also, everytime the server is rebooted I lose my CRM METABASE data base and that has to be restored from a backup. Is there any way through SQL that "sysft_ftcat_documentindex" can be recreated and if so how? Thanks. Rick Bellefond RB Data Services Tag: report of who synced and when Tag: 90336
  - 6
    - Iframe problem I created an Iframe that loads an external website on the account form. When opening an account the user is prompted to authenticate. I am passing variables to Iframe and the iframe page works fine if I click cancel. The authentication is triggered by crm not the iframe page. Also I have copied the iframe url to browser and do not get the authentication box. Tag: report of who synced and when Tag: 90331
  - 7
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: report of who synced and when Tag: 90330
  - 8
    - Writing Jscript Hi We have used J Script and the OnSave event to auto calculate the tax amount on the quote product form. We want to give our users the ability to select whether tax should be calculated or not. We have included a field named Vat Inclusive with two Yes and No radio buttons. The default value is Yes. We have attempted to write a script for the OnSave event if 'No' is selected. The script we wrote is: if crmFrom.all.new_vatinclusive.DataValue == '2' then crmForm.all.tax.DataValue == 0 This does not seem to work for some reason. Would someone please assist? I am sure the problem is with the == '2' part of the script or the == 0. Would really apprecaite some assistance. Thanks Tag: report of who synced and when Tag: 90327
  - 9
    - Want to learn about CRM 4.0? If you want to learn and and get the latest information for CRM 4.0, please visit the Crowe CRM 4.0 blog. We have a great CRM team and we are going to post information related to CRM 4.0 weekly. We already posted information related to Multiple User Lookups on a Form, Duplicate Detection, Data Import Tool, etc... To visit the Crowe CRM blog, please go to the following link: http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Darren Liu, CRM MVP Crowe http://www.crowecrm.com http://www.crowecrm.com/crowe/microsoft/crmblog.cfm Tag: report of who synced and when Tag: 90325
  - 10
    - SQL UpdateTrigger allowed? Hi, I did some customizing till now onto our CRM 3.0 and also added some livemaps within an iFrame as it could be found in some examples araound the web. Everthing works quite fine (as good as livemaps can find our european cities |-)) But the bad things is (by design of the adapted example) that if livemaps finds anything it stores the values in longitude / letitude values in the table. ok. Since than it always picks up those values for display without checking if the adress stored in CRM fits to it. Thats generally great, because its much faster than always search for the adress. Now I want to delete this values in the table if someone changed the adress so my livemap iframe goes again searching for the new adress. For me it looks like as it would be the easiest way to make a uptade-trigger within SQL for the adress1_street to look for and if it changes set longitude... to NULL which would force my iFrame to search for the coordinates again. Would that be an allowed procedure within CRM. Otherwhise I would have to do a lot of programming within the livemap script, which would not be in my mind :-) Thank you for tips and hints Antonio Tag: report of who synced and when Tag: 90320
  - 11
    - Exception when sending email in workspace/activities -Help appreci [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.Platform.Proxy.EmailWebService.Send(Guid emailId, Boolean issueSend, String trackingToken) +132 Microsoft.Crm.Application.SMWrappers.Email.Send(String id, Boolean issueSend, String trackingToken) +93 Microsoft.Crm.Application.Platform.Email.Send() +83 Microsoft.Crm.Web.Activities.EmailDetailPage.Send(Object sender, DataEventArgs e) +83 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 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.Activities.EmailDetailPage.ConfigureForm() +257 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: report of who synced and when Tag: 90319
  - 12
    - About the VIEW of CRM 3.0 How to change the settings of "Leads of Marketing Members" I want to add some fields into the VIEW of "Marketing Members(Leads)", but I didn't find it. It just display the Name of Lead, but it has no Names of Company. Tag: report of who synced and when Tag: 90317
  - 13
    - Remote access for CRM web client Does anyone have any experience of usage or performance issues when running a CRM web client over 1) 1.8 mbps 3G mobile broadband 2) 56k dial-up connection? Thanks, Kevin Tag: report of who synced and when Tag: 90316
  - 14
    - help creating a report I am running CRM 3.0, I am creating a report with Visual Studio. I am trying to create a report for all closed cases for the month. I need the report to give me back the following information: customer name, ticket number, closed date, tech that worked the case, time spent. I also need the report to detail out all the activites (phone calls, tasks, etc). Below is what I have so far, any help would be apprciated. Thanks! SELECT FilteredIncident.accountidname, FilteredIncident.ticketnumber, FilteredIncident.title, FilteredIncident.gn_closeddate, FilteredIncidentResolution.owneridname AS Expr1, FilteredIncident.accountid, FilteredIncidentResolution.timespent, FilteredIncident.new_hoursworked, FilteredTask.subject, FilteredPhoneCall.subject AS Expr2, FilteredPhoneCall.actualdurationminutes FROM FilteredIncidentResolution RIGHT OUTER JOIN FilteredIncident ON FilteredIncidentResolution.incidentid = FilteredIncident.incidentid LEFT OUTER JOIN FilteredAnnotation ON FilteredIncident.incidentid = FilteredAnnotation.ownerid CROSS JOIN FilteredPhoneCall CROSS JOIN FilteredTask CROSS JOIN FilteredRelationshipRole CROSS JOIN FilteredService WHERE (DATEPART(mm, FilteredIncidentResolution.createdonutc) = DATEPART(mm, GETDATE())) AND (DATEPART(yyyy, FilteredIncidentResolution.createdonutc) = DATEPART(yyyy, GETDATE())) AND (FilteredIncident.accountid = '829c0833-a96a-db11-8410-001143ee0c27') AND (FilteredIncident.statecode = 1) ORDER BY FilteredIncident.accountidname Tag: report of who synced and when Tag: 90313
  - 15
    - Changing attribute in account record depending on Opportunity num Hello, I added some relationship types for account entity (prospect, pending prospect). Pending prospect means prospect with no opportunities. I want to control this value on opportunity close event. I mean when I close opportunity as lost - check if there is some opportunities left for the account and if no - set relationship type of an account as pending prospect. The question is how to check if there are some opportunities open for an account. I think it should be some simple value, but i cant find any. Thanks, Akop Akopyan Tag: report of who synced and when Tag: 90309
  - 16
    - quick campaigns and custom entities Hi, Is there any possibility to create an email activity for several contacts regarding a custom entity record: e.g. you have a list of vehicules and you like to send an email to some of your customers (system/personal view, since they need to have certain conditions before they can be notified about a certain sale) to notify them about the sale of one of the vehicules: options I considered: - relate quick campaigns to a custom entity --> seems not possible since quick campaign = non-customizable system entity --> is there a workaround? - you should be able to change the "regarding" field when creating emails via quick campaigns, so you can directly relate the email to the vehicule --> is there any possbility? - from the vehicule record I could send an email; but the problem is that I can't make a selection of the customers I would like to mail based on certain conditions (values on the customer records) Does anyone know a good option to handle this? Meaning: being able to quickly send e.g. an email to some contacts regarding a vehicule...? Tag: report of who synced and when Tag: 90305
  - 17
    - Integration AX and CRM Does anyone know if there is an integration (connector) between Microsoft CRM 3.0 and Axapta 4.0? Tag: report of who synced and when Tag: 90303
  - 18
    - Exchange router service Hi, We have a problem with the crm 3 MSCRMexRouter service. the following item appears every 3 mins. in the application log: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Het bijgevoegde bericht van bericht: DS: bestanden vervolg in postvak: crm is mislukt voor (System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message)). ---> System.OutOfMemoryException: Not enough storage is available to complete this operation. at CDO.IDataSource.OpenObject(Object Source, String InterfaceName) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetAttachedMessage(ExchangeSinkServiceLogger logger, Connection connection, ExchangeSinkServiceMailbox mailbox, Message message) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMessage(Connection connection, ExchangeSinkServiceMailbox mailbox, Recordset recordSet) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. When looking at the performance monitor, the average disk queue length is almost always 100%. Memory and processor are normal. There's still 7 giga free disk space. Any help is appreciated Geert Tag: report of who synced and when Tag: 90302
  - 19
    - what is new in Microsoft Dynamic CRM 4.0 (manual) I have downloaded the manual from the partner web site of microsoft and i am not sure if it is legal to share it with the community members. If not , all i can do is to mail it to someone who can put it for download .Its pdf file. /Aamir Denmark Tag: report of who synced and when Tag: 90299
  - 20
    - Reporting Services Error Hi, I am having an error in Reporting Services. Can anyone suggest a solution; " An error has occurred during report processing. (rsProcessingAborted) Get Online Help Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection) Get Online Help Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. " Tag: report of who synced and when Tag: 90294
  - 21
    - SRS 2005 and SMTP setup Hi, I'm a little confused on how to setup sql reporting services and allow scheduling of reports with email distribution. My environment is pretty easy...we have everything on the same box. Windows Server 2003, SRS 2005 and MS CRM 3.0 r2. I've walked through the SRS config pages and tried tweaking the rsreportserver.config. I can successfully email via my smtp server. However when I subscribe to a report and have it send an email I get the following error. "possible reason - service account doesn't have rights to check domain user SID". Does anyone have a good walk through? I assume it has something to do with the service account running SRS, but I can't get any type of account to work. Tag: report of who synced and when Tag: 90291
  - 22
    - Importing a Marketing List into CRM I want to create a Marketing List by doing a Bulk Import of the list of Accounts into CRM (3.0) from a tab-delimited text file. All of the Accounts and their mailing and other information already exist in CRM -- I don't need to import the Accounts themselves, I just want to create the Marketing List with the Accounts added as members of the list. It seems like I should be able to supply a .CSV file containing a list of the Accounts I want included in the list, and during the Bulk Import CRM should add those Accounts from its own store to the list. But that doesn't seem to be the way it works. When I try to create a Marketing List of Accounts via Bulk Import, I am required to provide the Account Name and the Relationship (which will always be the same for every member of the list). If my CSV file contains other fields, I am able to map those to the fields in a CRM Account. However, I want to use the values already stored in CRM for each Account, and don't want to 're-create' the Account object just for the Marketing List. When I complete the Bulk Load Wizard steps (creating a new Marketing List to accept the list), a Bulk Import Activity is created and marked as Pending. It never progresses beyond that point, however. I have tried restarting the MSCRMWorkflowService, but that did not cause the Bulk Import process to run. It just sits there, with no indication of a start time and no values in the boxes for successful/failed records imported. A possible complication: The Accounts in my system are not uniquely identified by their Account Name field. In addition to the GUID for an individual Account, another field -- "AccountNum", a custom field -- serves as the human-readable unique id for the account. I have included that field in my .CSV file and mapped it to the correct field in the Account. I'm probably missing something here. Can someone provide guidance on how this should be accomplished? Thanks, BillB Tag: report of who synced and when Tag: 90289
  - 23
    - Service calendar direct email The direct email in the service calendar send email to the business receiving the service. Is there a way to send email to someone else (IE to notify the tech that they have a job scheduled) -- Regards, Kevin Wilson Tag: report of who synced and when Tag: 90288
  - 24
    - CRM Service Calendar resources Is there any way to use a contact as a resource or facilty in the service calendar so a contact (technician), not a CRM user, can be assigned to a task? Regards, Kevin Wilson Applications Integrator A.T.S. - Australian Technical Services Pty Ltd. kevin@atservices.com.au 03 8520 9700 03 9557 4854 P.O Box 4066. Patterson VIC 3204 http://www.atservices.com.au The information in this e-mail is privileged and confidential, intended only for the use of the party named above. If you are not the intended recipient, any use of the information is strictly prohibited. If you have received this in error, please return it to us by e-mail. The sender cannot guarantee that this e-mail or any attachment to it is free of computer viruses or other conditions which may damage or interfere with data, hardware or software with which it might be used. It is sent on the strict condition that the user carries out and relies on its own procedures for ensuring that its use will not interfere with the recipients systems. And the recipient assumes all risk of use and absolves the sender of all responsibility for any consequence of its use. Tag: report of who synced and when Tag: 90287
  - 25
    - Marketing Lists We are exporting a marketing list through the "export to excel spreadsheet" tool in order to print mailing labels. When we try to export the marketing list we are getting all of the contacts in CRM. I have tried this on two different CRM environments and have the exact same results. It seems the query is returning all rows from the database and not the rows from the marketing list. Tag: report of who synced and when Tag: 90286
- Next
  - 1
    - Printing a contract Perhaps I misunderstand the intention of the contracts...but I would like to print a contract so that it can be sent to a customer with details of the agreement. The default print view is uninformative and vague. (example: billing address does not show an address rather an index card that says the name of the billing address). There is no view to customize that I can see. Any ideas? Tag: report of who synced and when Tag: 90285
  - 2
    - Change phone number mapping on Phonecall Activity Does anyone know of an easy way to change the field mappings between leads and phonecall activities? We would like to change the mapping from business phone to home phone on the phone number field. There is currently no way to modify mappings on activities. I thought about a few ways to accomplish this: 1. change the display name on business phone to home phone and vice versa. I don't really like this approach. Very simple, but I would have to go back and correct data, etc. There has to be a better solution. 2. Create a callout on the phonecall create event. Check the related entity to see if it is a lead. If it is, grab the home phone number and populate the phone call activity. Would this overwrite the default mapping or vice-versa? Any thoughts? Thanks Tag: report of who synced and when Tag: 90278
  - 3
    - Final Problems Alright. Getting closer and closer to the full instal of CRM onto our network, and there are only two hurdles left. The first error message I am getting, during the install, states "The specified domain either does not exist or could not be contacted.". The second error, agian during the install, "Setup cannot connect to the Microsoft CRM server. This might indicate that the server is down." Any helpful hints to get this thing fully installed? thanks, Chris Tag: report of who synced and when Tag: 90277
  - 4
    - Scribe Migration from Goldmine question? Linked documents failure I am running into a little "failure fetching source row" error on part 3 of the migration from goldmine to crm using scribe. it appears that there are some "broken links" in our linked documents section of goldmine. This is due to documents being linked, and then someone moving them. This is a minor issue in the grand scheme of things, but Scribe stops cold with the "failure fetching source row" is there any way to make it continue, rather than breaking the migration? Rodney P.S. i knew i would jinx myself.... ((see my earlier post)) Tag: report of who synced and when Tag: 90276
  - 5
    - Change Discount List I'm trying to change our discount lists (about 21, applied to over 40 Products & 2 Price Lists) from percentage to $. Can I do this on-the-fly? It doesn't appear so. If not, should I (in order): 1 Create New Disc List 2 Associate new Disc List with appropriate Products 3 Delete Old Discount Lists Has anyone done this before? This is going to be a HUGE project, and am looking for any tips I can get. Thanks. Tag: report of who synced and when Tag: 90275
  - 6
    - Adding user CAL to Action Pack CRM 3.0 SBE Hello, We have CRM 3.0 SBE installed from our Action Pack subscription. We have need to go beyond the 10 included user licenses and have purchased 2 more SBE user CALs through Microsoft Open Licensing (along with a 5-pack of 2003 SBS CALs we needed). The problem is on the eopen website where I get the license keys for the 2003 SBS CALs, the new CRM user CALs are listed but there is no license key. I have no idea how to get the key needed to add the licenses we just purchased to our current CRM installation. I can't even seem to find anyone to call who even understands the problem. Both the original install and the new licenses are registered at the CustomerSource site, but nothing there seems to indicate where I can get the needed key or how otherwise to upgrade the installation with the two new user CALs. Any help is *greatly* appreciated! Tag: report of who synced and when Tag: 90268
  - 7
    - Can't Trigger Manual Sales Processes I have created rule that triggers one of several manual sales processes when an Opportunity is created. It checks several conditions and then calls one of a few manual sales processes based upon the condition. With my security role, the workflow runs as intended, however, at the level of the intended user, the trigger rule runs fine and the Workflow Monitor says it is completed but the manual sales process never runs; it doesn't show up on workflow monitor. I suspect a permissions issue but I cannot figure it out. Is there a specific security role setting that has to be available to run a manual sales process? Thanks for any help or suggestions. Tag: report of who synced and when Tag: 90267
  - 8
    - RDC Crystal Reports integrated problem I use Report Designer Component (RDC) in my program to allow user modify reports. I downloaded RDC Merge Modules for Crystal Reports XI Release 2 from BO. It is the zip file contains 4 files: * CrystalReports11_5_RDC_Designtime.msm * CrystalReports11_5_RDC_License.msm * CrystalReports11_5_RDC_Reportengine.msm * CrystalReports11_5_RDC_Runtime.msm I made a build and install but I got the error about license. So, I try to add all 4 merge modules and use the install serial (I bought the Developer Edition) for keycode property of CrystalReports11_5_RDC_License.msm. Unfortunately, I got the same error. An exception of type 'System.UnauthorizedAccessException' occurred and was caught. Type : System.UnauthorizedAccessException. at CRDESIGNERCTRLLIB11_5.DLL ... Message : This system does not have a valid license, or the evaluation copy of the license has expired. Please contact Business Objects to obtain a Report Design Control license. Source : CrystalReports11.EmbeddableCrystalReportsDesignerCtrl.1 So I have some question: 1. Do I need another license for distributing the Designer Control ? 2. There are 4 merge modules, which ones I need to include in setup project? I use VS 2005 Developer Edition, Crystal Reports XI Release 2 Developer Edition on Windows XP SP2. Thanks in advance. Tag: report of who synced and when Tag: 90260
  - 9
    - Notes & History Reporting Is there a way to print out a reort containing all of an Account's Notes and History and then also filter them by date? I'm not finding that anywhere easily and was wondering if someone could help me out on this one. Tag: report of who synced and when Tag: 90257
  - 10
    - deleting fields Hi all, I have 12 different custom entities, and each entity approximately have 200 fields. I want to put a button to the toolbar of each entity and when pressed this button, It must delete the data in the fields of the entity. The normal way to accomplish this is, to put a statement like this: crmForm.all.schema_name.DataValue = ""; BUt it will take too much time for me using this idea (there are 2500 fiels). So, does anyone recommend me a better way? Thnx. Tag: report of who synced and when Tag: 90254
  - 11
    - The e-mail address in contacts is a hyperlink but it does not work The e-mail address field in CRM is a hyperlink but it does not fire up outlook and put the e-mail address in. Is this our installation or does it not work for anybody? If anyone has got it working, do you know how? Thanks, Clare Tag: report of who synced and when Tag: 90251
  - 12
    - CRM Titan VPC FYI, Titan VPC for MSFT Partners https://mbs.microsoft.com/partnersource/products/mscrm/newsevents/news/CRM4VirtualPCImageCTP3Beta.htm Tag: report of who synced and when Tag: 90250
  - 13
    - Prompt: Connecting to crm. I am having some issues when moving to the setting area in CRM. OFTEN I am asked to authenticate again to the the CRM server despite my credentials not being accepted. I have: IE popup blocker off I have //crm in my Trusted sites Once again it only appears to happen from the Settings area. Tag: report of who synced and when Tag: 90248
  - 14
    - Amortisation Has anyone any idea about how to handle amortisation of revenue and profit on CRM. This is the concept of when the product being sold is a contract based service which has one or more payment points in the year but that the revenue and profit can only be recognised on a monthly basis. So for example if the invoice is Â£12000 per annum each month for commision reports Â£1000 against that single invoice should be reported. My only thoughts so far have been to add additional fields in which the amortisation can be detailed. This would then give issues on reporting. If anyone has any ideas or have done this before I would appreciate their comments. Thanks Russ Tag: report of who synced and when Tag: 90244
  - 15
    - Contacts, appointments,clients, companies I can deactivate but I can't delete, any help? I have my CRM 3.0 under SBS 2003 Premium and everything works fine except for a problem I have when deleting appointments, contacts, clients. I can deactivate them, but I can not delete them. I have an SQL error. I set the option in development errors to ON, but I don't get more messages, also I tried to make changes in the database with SQL and everything work fine, I changed the status code. When I do the revision of the environment the only thing I get is an error MSCRM.ftcat_documentindex, but I think that this is nothing. Have anyone had this problem? Thanks in advance. Tag: report of who synced and when Tag: 90243
  - 16
    - Email without Exchange Server Is there a way to configure the email settings without installing the Microsoft Exchange Server. I mean, I am using the web client only at the moment and I want to figure out a way to send and receive emails with out the exchange server since I have not installed the Exchange server at the moment. Is it possible at the moment ? If yes how. During installation I gave it my company's stmp server but I can't send and receive emails. I will be grateful for any suggestions. Regards, Shoaib. Tag: report of who synced and when Tag: 90239
  - 17
    - CRM Entity Hello Everyone, I am trying to setup CRM for my organization. I am wondering from where I can create Navigation option like Sales, Marketing, Service.... I will appreciate any help! Thanks & Regards, Sunil Chelaramani Tag: report of who synced and when Tag: 90237
  - 18
    - How to lock closed opportunities Hi, I would like to prevent users from re-opening closed opportunities after a certain period from the Actual Closed Date. This is to prevent them from changing some of the information. The best would be to disable the "Reopen Opportunity" option in the Actions menu for the closed opportunity. I found that there is no access to the menu if I want to use javascript and workflow manager does not seem to cater for this scenario. I also looked at the security privileges but it does not have controls to menu level. Can anyone advise me how I can solve this? Thanks. Tag: report of who synced and when Tag: 90235
  - 19
    - Priority Atribute In Activities Hi all, Is there a way in which I can Modify the values in the Priority Atribute In Activities? I've tried exporting the entity and changing the value but did'nt find it. Any suggestions? Tnx, Guy S. Tag: report of who synced and when Tag: 90231
  - 20
    - Can an Advanced Find be exported? Do you know if an Advanced Find view can be exported Thanks, Clare Tag: report of who synced and when Tag: 90229
  - 21
    - Configuration for Shorter Case References ? Our crm (v 3) cases are in this format - CAS-02111-CYYE12 - which is a bit of a mouthfull both for the call centre to read out, and customers to remember. Is it possible to configure it so that as case is created with a shorter ref ie just the first part - "CAS-021111" ? It looks to me like this would still be unique, and in our old installation (v 1) case references were in this format. Tag: report of who synced and when Tag: 90224
  - 22
    - Help understanding the functionality of the 'My Work' queue - Emails Morning all, I am after an explanation of how the 'My Work' queue should behave. I have read through the Implementation Guide and looked at various sources on the internet but can only find information on setting up a new queue. We are using MS CRM 3.0 and have been passed a request to get users to check/use the My Work queue. The problem is we have had no real training on this side of CRM and dont really know if its functioning correctly in the first place. What are the critirea that an Email activity has to meet to end up in the users My work queue? Should it only end up in the users queue or does it go into the queues of all parties (To, CC, Bcc)? Sometimes when sending emails from within CRM or outlook, they end up in a users queue and sometimes they go straight into the 'All Activities' view marked as completed. I cannot seem to pin this down to a pattern/user and just need a pointer as to what behaviour I should expect before I can diagnose why this is happening. I thought you had to create an email activity and assign it to a user for it to end up in the My Work queue but this is not always the case and its driving me crazy. Thanks in advance Dan Tag: report of who synced and when Tag: 90222
  - 23
    - Sub Accounts : Owners We have Resellers & Sub Accounts. The Owner of a Reseller is a sales person, the Owner of a Sub-Account is Customer Care. How do we reassign a Reseller to another sales person with out the Sub Account Owner's name being changed to the same sales person? We can manually change the Owner of these Sub Accounts, but this is a tedious process. Can anyone advise pse? Tracy Tag: report of who synced and when Tag: 90221
  - 24
    - Currency to Words Anyone have code for this? We are creating a check and need a way to convert the currency to words. I don't care if we do it within the report writer or create a separate field within CRM that is populated on change of the currency field. Thank you! -- Susan Tag: report of who synced and when Tag: 90218
  - 25
    - Add a button to send an email How do I add a button or shortcut to the toolbar to start an email so I don't have to click Actions/Add Activity/Email. Three clicks should be one. Thanks! -- Susan Eckles Power Time Corporation Tag: report of who synced and when Tag: 90216

Hello,
I would like to produce a report that is like a sync log. I would like to
know who synchronized and when. Ideally it would only list who synced within
the last 48 hours but I can filter it later. Can anyone help me identify the
tables needed to do this?
Thanks,
Mark

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RE: report of who synced and when by Carsten

Carsten
Wed Oct 10 13:28:02 PDT 2007

Hi,

just take a look at
http://blogs.msdn.com/crm/archive/2006/09/28/SRS-Reports-for-Displaying-CRM-3.0-Outlook-Client-Synchronization-Information.aspx

Everything youÂ´ll need to customize your own report.

Best regards.
Carsten

PS: Please vote if this posting was helpfull.

"Markw911" wrote:

> Hello,
> I would like to produce a report that is like a sync log. I would like to
> know who synchronized and when. Ideally it would only list who synced within
> the last 48 hours but I can filter it later. Can anyone help me identify the
> tables needed to do this?
> Thanks,
> Mark

Top