How can I send email only to the owner when a case is opened?

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
    - Order Name J Script Hi I want to automatically populate the order name to customer name + date. This is the script I have but it shows the dayand time etc. I want to format the date such that it is dd-mm-yy format. How do i go about this please? var lookupItem = new Array; lookupItem = crmForm.all.customerid.DataValue; var d = new Date(); if (lookupItem[0] != null) { crmForm.all.name.DataValue = lookupItem[0].name +" : " + d; } Tag: How can I send email only to the owner when a case is opened? Tag: 102913
  - 2
    - Changing the Owner of a sales order, resets all previous notes If I change the owner of a Sales Order, the time/date field of all the notes previously created against order will be changed to the time and date on which I changed the owner of the Sales Order. Is this by design? Can we make a change to stop this from occuring, as we in effect then loose any historical communication against the order from the time of this change.. Appreciate the assistance, Tag: How can I send email only to the owner when a case is opened? Tag: 102911
  - 3
    - Can't track certain Outlook Contacts Hi, For one of my users (crm 3.0 - Outlook 2003), the 'Track in CRM' button does not appear for certain contacts. About 2/3s of the contacts are fine. I thought it might be contacts created in the Blackberry then sync'd to Outlook but that doesn't appear to be the case. I'm still working on finding a pattern, unfortunately this user is travelling a lot so it's hard for me to sit down with her and see what she's doing. I thought maybe someone may have had a similar experience. Tag: How can I send email only to the owner when a case is opened? Tag: 102910
  - 4
    - outlook client startup security issue After doing an 3.0 to 4.0 upgrade last tuesday. 2 of our users who use the outlook client are getting an 'the logged-on user does not have appropriate security permissions to view these records or perform the specifiec action....' when they start up outlook. They are members of the same roles as our other 10 users who's outlook clients work fine. Anyone have any ideas? Tag: How can I send email only to the owner when a case is opened? Tag: 102909
  - 5
    - CRM 3.0 / Marketing / Unsubscribe Hi all! I would like to know if someone could let me know if when a user click on unsubscribe (after receive a message from my marketing list) it will removed automatically or if the only way to do this is remove manually? Tag: How can I send email only to the owner when a case is opened? Tag: 102907
  - 6
    - Anyone know how to rename CRM 4.0 Database Server? I've managed to do this once, but all I get now is a generic message: An error has occurred while establishing a connection to the server. When connecting to SQL Server 2005, this failure may be caused by the fact that under the default settings SQL Server does not allow remote connections. (provider: Named Pipes Provider, error: 40 - Could not open a connection to SQL Server) Any help is greatly appreciated. Thanks, Adam Tag: How can I send email only to the owner when a case is opened? Tag: 102904
  - 7
    - Moving from 3.0 to 4.0 - episode ll Hi based on Rob Mottrams and Patrick Verbeeten earlier answers to my postings - I now have the following plan; 1) From the production enviroment copy the databases (MSCRM and METABASE) to the test enviroment and restore them there on that 32 bit SQL server. 2) Run the CRM 4.0 installation on top of the CRM 3.0 installation in the test enviroment - (that way database, workflows etc. gets upgraded) the 4.0 install process also creates the MSCRM_config database. 3) Then move the upgraded databases (MSCRM, METABASE and MSCRM_config) back in production and restore them there. 4) Install CRM 4.0 on the new x64 bit servers and point during the installation to the upgraded databases. that should do the job - or? thx for any feedback! Tag: How can I send email only to the owner when a case is opened? Tag: 102900
  - 8
    - an error appeared when some one trying to save any thing on CRM 3. Hi All, we have CRM 3.0 installed in our network, resentlly users start suffering from an error appeared when saving any kind of data on CRM web client, the fact that dtat are not saved as well. I checked logs on CRM server, and I noted that there are a lot of c360 events in event viewr, and am not sure about another event related to kerberos error if it's affecting CRM or not? any one can advice please?? MSN Tag: How can I send email only to the owner when a case is opened? Tag: 102895
  - 9
    - Import contacts from TXT Hi, using the CRM V4 import function I want to import contacts into CRM. Following the context from my source txt file: Anrede, Vorname, Name Herrn,Josef,Banz Frau,Rita,Birrer Herrn,Walter,Brunner An,Andreas und Madeleine,Burkhardt In the CRM import grid I refresh the data but the state does not change. What do I have to do to start the import? Christian Tag: How can I send email only to the owner when a case is opened? Tag: 102889
  - 10
    - Client removal of CRM 3.0 Tracking Token Is it possible to remove the tracking token in 3.0? Not in system settings but in personal settings... I know that CRM4 has the option to remove the tracking token on the client, is this possible in CRM 3.0? I want some users to send emails with the token and others without the token.... Thanks! Tag: How can I send email only to the owner when a case is opened? Tag: 102888
  - 11
    - Autocorrection for MS CRM description fields Hi, Is there an auto correction add-on available for MS CRM 4.0 description fields? Thanks ia., Jorn Tag: How can I send email only to the owner when a case is opened? Tag: 102886
  - 12
    - Activity Counter Hi We would like to create a field which can be inserted on the Case form and which shows the number of all activities associated with the Case. The field would possibly be named 'Number of Activities' and would basically be an activity counter. Is this possible? Would we have to write a call-out to achieve this? Many Thanks Mark Tag: How can I send email only to the owner when a case is opened? Tag: 102885
  - 13
    - Can't connect to server One of our users constantly gets a message at startup cannot connect to CRM server may be unavailable (which it is not). So trying to connect through explorer and it won't accept the password. Any advice? Tag: How can I send email only to the owner when a case is opened? Tag: 102883
  - 14
    - CRM for Outlook not displaying CRM contact form In Set Personal Options clicked "Contact" form to be displayed. So the MS CRM form should be visible. It shows up when using the CRM tool bar or CRM menu but when using Outlook toolbar it does not. In addition, when user clicks New>Contact they get the Outlook form that does not contain the Track in CRM or Set Regarding, View Regarding options. Activities, Tasks, Meeting request forms show the CRM Set Regarding, etc. options--but they are not visible on the Contact form. Thank you for any advice. Tag: How can I send email only to the owner when a case is opened? Tag: 102879
  - 15
    - Reports & calender error This is a multi-part message in MIME format. ------=_NextPart_000_0018_01C8EA66.66BA2C60 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi, When trying to run CRM reports, calender we got theseerror: "Reports.config has invalid schema, and could not be loaded" for report = and "Unexpected Error An error has occurred. For more information, contact your system = administrator." for calender. CRM 3.0, SQL 2005 SP1, W2K3 Standard Edition SP1 Please advice. Regards, Adan ------=_NextPart_000_0018_01C8EA66.66BA2C60 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.6001.18063" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY> <DIV><FONT face=3DVerdana><STRONG>Hi,</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG></STRONG></FONT> </DIV> <DIV><FONT face=3DVerdana><STRONG>When trying to run CRM reports, = calender we got=20 theseerror:</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG></STRONG></FONT> </DIV> <DIV><FONT face=3DVerdana><STRONG>"Reports.config has invalid schema, = and could=20 not be loaded" for report and "Unexpected Error<BR>An error has = occurred. For=20 more information, contact your system administrator." for=20 calender.</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG></STRONG></FONT> </DIV> <DIV><FONT face=3DVerdana><STRONG>CRM 3.0, SQL 2005 SP1, W2K3 Standard = Edition=20 SP1</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG></STRONG></FONT> </DIV> <DIV><FONT face=3DVerdana><STRONG>Please advice.</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG></STRONG></FONT> </DIV> <DIV><FONT face=3DVerdana><STRONG>Regards,</STRONG></FONT></DIV> <DIV><FONT face=3DVerdana><STRONG>Adan</STRONG></FONT></DIV> <DIV><FONT face=3DArial><BR><FONT = size=3D2></FONT></FONT> </DIV></BODY></HTML> ------=_NextPart_000_0018_01C8EA66.66BA2C60-- Tag: How can I send email only to the owner when a case is opened? Tag: 102875
  - 16
    - Questions about outlook client offline mode for 4.0 Does anyone know if importing 30,00 contacts into my outlook is going to increase the size of my mailbox on the exchange sever or are the crm contacts and other information store in a seperate datebase? I guess my underlining question is how does crm work with outlook, where does data get stored, how much can it impact the space on the harddrive if I synconize with crm offline? I can find any documentation on this topic, any help would be great!! Tag: How can I send email only to the owner when a case is opened? Tag: 102868
  - 17
    - javascript I am not familiar with Javascript. Would it be possible to write an OnChange event for a picklist, that when the value of the picklist changes, a numerical, percentage value in another field on the form, will change to a preset value within the javascript statement? So---field 1 (picklist value) is changed. Then-- percentage value in field 2 changes on tab off of field 2. Tag: How can I send email only to the owner when a case is opened? Tag: 102866
  - 18
    - How to show all *new* notes (3.0) Hi, I've been asked if it is possible to show all notes added to the CRM since a given day. Particularly to see all new notes added in the last week or month. I know this option does not exist natively, but I wondered if anyone else has a working solution for this? Much appreciated, Graeme Tag: How can I send email only to the owner when a case is opened? Tag: 102863
  - 19
    - can't run report wizard I have created a custom security role for a project manager and gave him access to creating and publishing reports, among other things. when he goes to launch the report wizard, he gets a CrmCheckPrivilege failed error. I looked at the PrivilegeBase table and found the privilege id it is failing on, and it says PrvReadWebWizard. I'm not sure which privilege I need to give him. He has read access to everything in the system. If I add the Scheduler role to his user account, he is able to run the report wizard. Does anyone have any ideas? Tag: How can I send email only to the owner when a case is opened? Tag: 102862
  - 20
    - How Can We Determine Which Rollup We're Running? I don't recall if we're running CRM 3 Rollup 1 or Rollup 2. How can we determine which rollup we're running? -- Brandon Tag: How can I send email only to the owner when a case is opened? Tag: 102861
  - 21
    - Sql Reporting Installation Guide HI Friends, Please anybody help me and provide footprint of installation of Sql Reporting Services 2005 for MS CRM 3.0 because when I have installed Sql Reporting Services 2005 that is not working properly.Please suggest me how to install Sql Reporting Services 2005 for Ms CRM 3.0. Thanks Deepak Gupta Tag: How can I send email only to the owner when a case is opened? Tag: 102856
  - 22
    - Set description field value with onLoad event for email Hi all, I=92ve wrote a script for onLoad event of email form. This script writes down some data in Description field. And it did it. But after that Description is empty again. It looks like the system clean this field after onLoad event has occurred. I=92ve tried to use this method for other fields of form and it worked fine. I have this problem only for Description field. Is it possible to solve it? I use the folowing method: crmForm.all.description.DataValue =3D "Data..."; Thanks in advance! Tag: How can I send email only to the owner when a case is opened? Tag: 102853
  - 23
    - Convert Lead only if picklist on the Lead form is 'Yes' Hi Team, We are using CRM 4.0 Professional. I'm just wondering if its possible to set a condition to only convert the lead when a qualifying question on Lead form is selected Yes. If the value is not selected it should alert the User. Appreciate any ideas sharas Tag: How can I send email only to the owner when a case is opened? Tag: 102852
  - 24
    - Lead Conversion Date I am looking for a way to view the date a lead was converted to both qualified and disqualified. I can bring up the opportunities "Opened Last Week" view to get the qualified ones, but I can't figure out how to get the disqualified ones. Any ideas would be greatly appreciated! Tina Tag: How can I send email only to the owner when a case is opened? Tag: 102851
  - 25
    - Action Pack Workgroup Server licenses Hi, I would like to upgrade from CRM 3.0 to CRM 4.0 Action Pack version (Workgroup Server), but I need more than 5 licenses. How can I do? Do I need to buy the CRM 4.0 Professional Server and other licenses or is it possible to do only an upgrade from the Action Pack version? Thank you enrica Tag: How can I send email only to the owner when a case is opened? Tag: 102849
- Next
  - 1
    - Jscript Hide Tabs Hi We have created a custom tab and inserted it on the service activity form. We would like this tab to be visible only if a certain service is selected. I have managed to hide the tab using the Onload event and the script crmForm.all.tab1Tab.style.display = 'none'; and I now have to display the field if a specific value is selected in the 'Service' lookup. I tried to use the following script in the OnChange event for the service lookup. if (crmForm.all.serviceid.lookuptype == 'maintenance') crmForm.all.tab1Tab.style.display = 'visible'. Nothing occurs, no error message when I select 'maintenance. I think there is a problem with tab1Tab.style.display = 'visible' part of my script. Would someone please point me in the right direction? Thanks Tag: How can I send email only to the owner when a case is opened? Tag: 102842
  - 2
    - Update Contract States job HI. about Update Contract States job how can i disable it. because i don;t want the contract auto set to expired. have any suggestion? thank you. Ng Tag: How can I send email only to the owner when a case is opened? Tag: 102839
  - 3
    - New Entity Hotel Room - How do I inherit Facility/Equipment entity I want two new entities - Hotel Room and Classroom - for CRM implementation at a resort hotel focussed on training. -- Best wishes WES Tag: How can I send email only to the owner when a case is opened? Tag: 102830
  - 4
    - Anyone used service scheduling to manage Hotel or Classroom bookin I need a simple data entry capability with rooms vertically and a scrollable calendar -- Best wishes WES Tag: How can I send email only to the owner when a case is opened? Tag: 102829
  - 5
    - Time Spent Report for CSR Hi I want to take a report that How much time is spent on for any case of My CSR Tag: How can I send email only to the owner when a case is opened? Tag: 102826
  - 6
    - Registering Workflow Assemblies using Plugin Registration Tool 2.1 Hi All, I'm using the Plugin registration tool 2.1.0.0 and Microsoft Dynmics CRM 4.0. I'm trying to register a custom assembly and it keeps saying the following: Unhandled Exception: System.Web.Services.Protocols.SoapException: Server was unable to process request. Detail: <detail><error> <code>0x80040203</code> <description>Invalid user name. Failed to validate username for given domain. Only existing domain usernames and email addresses are allowed</description> <type>Platform</type> </error></detail> at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at PluginRegistrationTool.CrmSdk.CrmService.Create(BusinessEntity entity) in c:\documents and settings\administrator\my documents\sita_workflow\plugintools\pluginregistration_2.1\pluginregistration 2.1\web references\crmsdk\reference.cs:line 212 at PluginRegistrationTool.RegistrationHelper.RegisterAssembly(CrmOrganization org, String pathToAssembly, CrmPluginAssembly assembly) in C:\Documents and Settings\Administrator\My Documents\sita_workflow\pluginTools\PluginRegistration_2.1\PluginRegistration 2.1\RegistrationHelper.cs:line 261 at PluginRegistrationTool.PluginRegistrationForm.btnRegister_Click(Object sender, EventArgs e) in C:\Documents and Settings\Administrator\My Documents\sita_workflow\pluginTools\PluginRegistration_2.1\PluginRegistration 2.1\PluginRegistrationForm.cs:line 363 I'm using the domain Administrator account. Can anyone please help and tell me where I might be going wrong. Thanks, Madhu Tag: How can I send email only to the owner when a case is opened? Tag: 102823
  - 7
    - creating custom fields for contacts I want to create custom fields in the 'details' section of contacts. I was able to create a new section but when select the 'Add Fields' I can only choose from the fields created by Microsoft. Ideally I would like to be able to create a custom field and determine if it needed a pull-down or user entry or user selected (like a simple yes/no) Is this possible? Thanks Rob Jayson Tag: How can I send email only to the owner when a case is opened? Tag: 102822
  - 8
    - Activities sync with Exch or Outlook? We would like to be able to use CRM 4 to schedule our service work. In past versions of CRM, my understanding is the only way for an appointment, service appointment, task, etc. to appear on a technician/user's calendar was by using the Outlook client. The downside to this naturally, is Outlook would need to be running for each user for the sync to occur. Has 4.0 changed this to allow the sync to occur with Exchange directly (perhaps via OWA)? Our issue is most of our technicians we wish to schedule use laptops, which may not be connected for days to the network, so using the Outlook client really isn't a good fit for getting up-to-date appointments. They do however, have SmartPhones which sync with Exchange/OWA - so this is really where we need the updates to occur. Thank you for any insight! Neil Tag: How can I send email only to the owner when a case is opened? Tag: 102821
  - 9
    - No Microsoft CRM databases were found on the server I am following the steps from article 917948 precisely. At step 7, it says to go into CRM's deployment manager and modify the sql server, but after I enter it and click on Next, I get the error that there are no crm databases on the server, but they are there. I am running CRM 3 on sql 2000. Tag: How can I send email only to the owner when a case is opened? Tag: 102820
  - 10
    - dvi to hdmi adapter maqma hdmi hdmi 1.3 b hdmi kabel 7 5 box 360 hdmi kabel dvi to hdmi adapter maqma hdmi hdmi 1.3 b hdmi kabel 7 5 box 360 hdmi kabel + + + +++ BILLIGE HDMI KABEL KAUFEN +++ BILLIGE DVI KABEL KAUFEN +++ + + http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO http://HDMI-KABEL.BUYONLINE24.INFO + + + http://ibm-news.for-um.de/showthread.php?t=11768 hdmi forum pure link hdmi hdmi kabel 0 panasonic hdmi kabel mini dvi hdmi dvi kabel 15 dvi kabel fuer hdmi kabel 7m kabel hdmi stecker dvi d hdmi versionen hdmi 1.2 a dvi kabel samsung hdmi kabel ist hdmi kabel 1080p snakebyte hdmi kabel grafikkarte hdmi hdcp hdmi adapter kabel ueber dvi kabel hdmi oder dvi box 360 hdmi kabel maqma hdmi hdmi kabel media wii hdmi hdmi vga hdmi kabel lcd guenstiges hdmi kabel hdmi vga hdmi vga adapter equip hdmi hdmi board dvi kabel 10 meter pc dvi hdmi dvi i kabel 24 s320 hdmi g33 hdmi hdmi kabel forum Tag: How can I send email only to the owner when a case is opened? Tag: 102819
  - 11
    - Editing Workflow Rules Hello, I have a couple of rules that I am running in CRM 3.0 that create activities based on change events. For instance, one rule creates a letter activity when the status of an opportunity changes to from open to won. These rules seem to run perfectly until I disable them and then re enable them later on. They haven't been edited in any way, we just wanted to stop the rules from running for a bried period. When I re enabled them, they either run properly on some events or they don't run at all. My question is, would stopping and starting a rule cause problems like this? I have tried different variations on the rules to see if it was maybe the way I had the rule built, but it seems to happen on all of them. Any help would be appreciated Thanks, Jason Tag: How can I send email only to the owner when a case is opened? Tag: 102818
  - 12
    - Error adding Products to an Opportunity Hi, I have just installed a new instance of CRM 4 All aspects of the system work fine apart from when trying to add Products to an Opportunity. When clicking on products from within an opportunity nothing actually happens - i.e. no window opens. In the bottom left hand courner of the opportunity it says error on page. All popups are turned off. This issue occurs on teh server in a browser, on a client in a browser and in outlook on a clients machine. Thanks James Tag: How can I send email only to the owner when a case is opened? Tag: 102817
  - 13
    - Regarding moving from 3.0 to 4.0 Hi In Rob Mottrams earlier reply to on my previous posting, he was unsure where any plugins or callouts where stored On the file system or in the database? Can anyone else clarify this? Tag: How can I send email only to the owner when a case is opened? Tag: 102816
  - 14
    - achat zyban belgique soft sans prescription acheter zyban suisse Generique Inde acheter zyban acheter zyban par email acheter zyban canada generique bon marche achat zyban belgique soft sans prescription acheter zyban suisse Generique Inde acheter zyban acheter zyban par email acheter zyban canada generique bon marche +++ Anti-déprimants +++ Anti-déprimants +++ Anti-déprimants +++ + ACHETER ZYBAN BON MARCHE (ALL CARDS ACCEPTED !!!) http://jhku.net/ACHETER-ZYBAN-BON-MARCHE/ http://jhku.net/ACHETER-ZYBAN-BON-MARCHE/ + + + + + + + + + + + + + + + + + + + + + + + + http://ibm-news.for-um.de/showthread.php?t=11759 Achat achat zyban france achat zyban canada bon marche Sans Prescription achat zyban suisse soft sans prescription Achat achat zyban canada france achat zyban aucune prescription achat zyban belgique soft generique acheter zyban suisse par email acheter zyban suisse par email acheter zyban generique bon marche comprimes de acheter zyban canada bon marche acheter zyban suisse Generique Inde Achat achat zyban france achat zyban belgique acquerir acheter zyban soft Acheter acheter zyban canada en ligne sur Webacheterenligne acheter zyban suisse sur internet achat zyban canada sur internet acheter zyban belgique bon marche on acheter zyban en France a vendre Achetez achat zyban generique medicaments us usa commander zyban en ligne aucune prescription Achetez achat zyban acquerir achat zyban canada soft acheter zyban canada sur internet femme en termes de achat zyban canada pharmacie en ligne canada comprimes de acheter zyban en France bon marche on achat zyban us usa a vendre acheter du achat zyban achat zyban canada achat zyban belgique Generique Inde achat zyban commander comprime de acheter zyban en France acheter zyban belgique soft bon marche achat zyban canada zyban de Bupropion Tag: How can I send email only to the owner when a case is opened? Tag: 102815
  - 15
    - Workflow-Invalid condition present Upgraded to 4 recently and some workflows aren't working anymore. Here is what the workflow did in 3.0: 1) Add date and time: Scheduled Start 2) if 3) Service Activity.<Service>="Subject A" 4) then 5) Wait for 1 day(s), 12 hour before Scheduled Start 6) Task: "New Task created" 7) else if 8) Service Activity.<Service>="Subject B" 9) then 10) Task: "New Task 2 created" 11) Wait for 1 day(s), 12 hour before Scheduled Start 12) Task: "New Task 3 created" 13) end if 14) Stop In CRM 4, Line 1 doesn't give an error. Lines 2& 3 also are ok, but as soon as I add the Wait in line 5, everything from the If on down becomes invalid. The error simply says "Invalid condition present. Click to specify new condition" I'm just getting started with 4.0 workflows and I'm guessing this is something obvious, but anyone have any ideas on why this won't work in 4? Thank you, Neil Tag: How can I send email only to the owner when a case is opened? Tag: 102814
  - 16
    - CrmCheckPrivilege failed error We are using CRM 4.0, which was upgraded from 3.0. I just added new security roles into an existing business unit. Then I added new users and associated them with the new security roles. When the user tries to log in, I get this error: SecLib::CrmCheckPrivilege failed. Returned hr = -2147220960 on UserId: 9b85226b-0254-dd11-8024-001b78d05d74 and PrivilegeId: 588725dd-c878-41c5a4c3-5efc93cd3ffd If I take a user that existed in CRM before the upgrade and associate them to one of the new security roles, everything works ok. Does anyone have any idea how to fix this? Tag: How can I send email only to the owner when a case is opened? Tag: 102812
  - 17
    - SQL Server problem on sending newsletter, please help Dear All, I am using CRM 4.0. When I attempt to send newsletter via email to the marketing list, suddenly there is a pop up error saying : "A SQL Server error occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support. Do you want to send the e-mail? If you click Yes, the email will be sent out, but no corresponding activity will be created in Microsoft Dynamics CRM." Would you all please tell what it might be wrong?! I have been tryig to look for the solution on google but there's no really correct solution. Thanks before. regards, Esar Tag: How can I send email only to the owner when a case is opened? Tag: 102805
  - 18
    - Serviceactivity Hello! We have a customer who has the following scenario: When a special product is on a quote they would like the CRM-system (4.0) automatically to create a serviceactivity. The creation of the activity will happend at the same time the quote is converting to an order... Does anyone know how? Thanks! Tag: How can I send email only to the owner when a case is opened? Tag: 102801
  - 19
    - Email Tracking CRM 4.0 Hi I am trying to set up automatic email tracking on CRM 4.0. I have installed and configured the email router and a forward mailbox - test is successful. I have also got 2 users where the incoming rule = forward mailbox. When i send an email from another user account in the same domain to a crm user on whose account the rule deployment wizard has been installed, the emails get to CRM mailbox but do not get promoted to CRM. Can someone please help me what I might be doing wrong. I would really really appreciate some help please. Regards Snow White Tag: How can I send email only to the owner when a case is opened? Tag: 102795
  - 20
    - Installing CRM Mobile We're attempting to install CRM Mobile and encountered major issues. One of the early install steps creates a database. From what we've seen, there are actually supposed to be several dbs, but we only get the MSCRMMobileMessaging db. Ignoring that, we continue on with the install and are told that the database cannot be found on the specified server. We have an application server and a sql server. Has anyone experienced this? Tag: How can I send email only to the owner when a case is opened? Tag: 102791
  - 21
    - Outlook Plugin Default View I'm using the Outlook plugin for CRM 4.0. We have our default view for Accounts set to "My Active Accounts", but this is not time effective for me since I do not have any accounts and have to change views every time I navigate to accounts. Is there a way for a user to change default views for themselves only? I know this is possible company wide, but have not checked with the rest of my colleagues to see if this would be beneficial. I would really like to know if it's possible, even if they want to change the global default. I use the Outlook plugin only, no longer going to IE for CRM. In the Properties for the folders there is an option to change the default homepage of that folder, but I cannot find how to change the paramaters in that call to get a specific view. Is this possible too? Tag: How can I send email only to the owner when a case is opened? Tag: 102790
  - 22
    - CRM 4.0 Error When Deleting A Record I have upgraded from CRM 3.0 to CRM 4.0. In the mist the sql server crashed and we had to rebuild CRM by redeploying it on a fresh install, then using the Import Orgainization wizard to import the database. Now i get the following error on the CRM server box when trying to delete any record in the system. It will take several minutes before anything happens, sometimes i get an error on my screen and the record doesnt delete, other times it finally deletes after roughly 5ish minutes if not longer. Event Type: Error Event Source: MSCRMAsyncService Event Category: None Event ID: 17415 Date: 7/16/2008 Time: 7:19:05 AM User: N/A Computer: CRM Description: Host CRM: error while processing organization 6eb903ef-d73e- dd11-95ee-0018fe73ddbe. Exception: Microsoft.Crm.Metadata.EntityMetadataNotFoundException: The entity with ObjectTypeCode = 0 was not found in the MetadataCache. at Microsoft.Crm.Metadata.DynamicMetadataCache.GetEntity(Int32 entityCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.GetEntityLogicalNameFromObjectTypeCode(Int32 objectTypeCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.GetLookup(Object objectId, String objectIdName, Int32 objectDsc, Int32 objectTypeCode) at Microsoft.Crm.Asynchronous.QueueDataAccess.<>c__DisplayClass2.<SelectEvents>b__0(Object[] values) at Microsoft.Crm.Asynchronous.DataAccessBase.ExecuteSqlCommandAndProcessRecords(IDbCommand command, RecordProcessor recordProcessor) at Microsoft.Crm.Asynchronous.QueueDataAccess.SelectEvents(Int32 numberOfEvents) For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. I saw in a different post someone say try running the following select statement on the SQL database and respond w/ the results. select statecode,statuscode,operationtype from asyncoperationbase where regardingobjectid is not null AND regardingobjecttypecode is NULL I received 55k+ records of 3 30 12 repeating, ended up being the whole table matched that critera.. Also on top of all that; the duplicate detection rules can't be deleted or unpublished saying that there is an active process running. There are none... Any ideas? Thanks in advance. Tag: How can I send email only to the owner when a case is opened? Tag: 102789
  - 23
    - Customize Activities We have requirement to track various products with activities (email, fax, appointment, etc) and associated account. For example: A phone call activity for Account X (Regarding) had following marketing products discussed: prd1, prd2, prd3. The marketing product is an entity. Can activities be customized to include this kind of scenario (either in crm 3 or 4)? Thanks. Tag: How can I send email only to the owner when a case is opened? Tag: 102788
  - 24
    - Microsoft: How the 4.0 E-mail Router service query Exchange mailbo We found the CRM 4.0 E-mail Router service query Exchange mailbox via a 'half' SMTP address, not via the primary SMTP address or SAM account. e.g.: In our case, we have a test user in CRM, the user's SamAccount name is: TU341-NBG125, SMTP mailbox: TUser@domain.com which is the user's primary email address in CRM. The CRM E-Mail Router service should be making a request to Exchange mail server for the Test users mailbox using http://ExchangeMailServer/Exchange/TU341-NBG125 instead it is using http://ExchangeMailServer/Exchange/TUser We also find out that the service account needs to have permission to access 'Root' and 'Inbox' folder of user's mailbox. e.g. if the service account has such permission, it can find user's mailbox by using the 'half' SMTP address (http://ExchangeMailServer/Exchange/TUser ). However it's might be a problem for a hosted company who doesn't want to grand the permission for the service account. Please see details here: http://jianwang.blogspot.com/2008/07/crm-40-e-mail-router-for-hosted.html I think this feature needs to be improved. Thank you for your attention. -- Jim Wang MCBMS Professional http://jianwang.blogspot.com http://mscrm.cnblogs.com Tag: How can I send email only to the owner when a case is opened? Tag: 102787
  - 25
    - Error when attempting to change Owner CRM 4.0 I have CRM 4.0 (recently upgraded from 3.0) Now when I try to change owners of an Account or Contact I get an error message "Invalid Argument" and I can't change the owner. I am the administrator and I can't even change it to myself. Thanks in advance for any help. Tag: How can I send email only to the owner when a case is opened? Tag: 102786

I want to send email only to the owner when a case is opened. How can I do
this?

Re: How can I send email only to the owner when a case is opened? by Dejan

Dejan
Tue Jul 22 03:56:12 CDT 2008

Use the workflow, traigger it on Status chenge, check if the case has been
opened, create a new email and insert the owner of the Case in the To box.

--
Dejan Dular

http://a-crm.blogspot.com

"Aydin" <Aydn@discussions.microsoft.com> wrote in message
news:CE08BF1D-995C-4489-952A-0BBEAD0C169E@microsoft.com...
>I want to send email only to the owner when a case is opened. How can I do
> this?

Re: How can I send email only to the owner when a case is opened? by Aydn

Aydn
Tue Jul 22 08:24:00 CDT 2008

The main problem is that I can not enter owner into To box. how can I achieve
this?

"Dejan Dular" wrote:

> Use the workflow, traigger it on Status chenge, check if the case has been
> opened, create a new email and insert the owner of the Case in the To box.
>
> --
> Dejan Dular
>
> http://a-crm.blogspot.com
>
>
>
> "Aydin" <Aydn@discussions.microsoft.com> wrote in message
> news:CE08BF1D-995C-4489-952A-0BBEAD0C169E@microsoft.com...
> >I want to send email only to the owner when a case is opened. How can I do
> > this?
>
>
>

Re: How can I send email only to the owner when a case is opened? by Dejan

Dejan
Wed Jul 23 06:19:15 CDT 2008

Well it's quite easy:

Open New message properties
Click into the To box
In the form assistant on the right choose Look for: Case
Choose Owner from the second box
Click Add
Click OK

It just crossed my mind: Are you using CRM 4.0?

--
Dejan Dular

http://a-crm.blogspot.com

"Aydin" <Aydn@discussions.microsoft.com> wrote in message
news:B25B4F21-703E-45BA-8663-E50DCF09901B@microsoft.com...
> The main problem is that I can not enter owner into To box. how can I
> achieve
> this?
>
> "Dejan Dular" wrote:
>
>> Use the workflow, traigger it on Status chenge, check if the case has
>> been
>> opened, create a new email and insert the owner of the Case in the To
>> box.
>>
>> --
>> Dejan Dular
>>
>> http://a-crm.blogspot.com
>>
>>
>>
>> "Aydin" <Aydn@discussions.microsoft.com> wrote in message
>> news:CE08BF1D-995C-4489-952A-0BBEAD0C169E@microsoft.com...
>> >I want to send email only to the owner when a case is opened. How can I
>> >do
>> > this?
>>
>>
>>