CRM 3 SO slow after applying update rollup 2
We have been using CRM 3 for over a year. I found it to be slow, but we
lived with it. I applied UR 2 to our CRM server. I open the CRM client to
our contact list (we only have 4500 contacts in total) and it takes 4 minutes
til the first 250 contacts are displayed.
UR 2 cannot be uninstalled. WhY does this make things worse instead of
better? We barely have any data in CRM (database is only 230mb) so why is it
soooooooo slow?! Tag: How to tell if 3.0 emaill router is installed Tag: 96859
Dynamics 4.0 and MSCRMimport tool authentication issue
Hi,
I have a need to export data from my CRM app and import it into our
development version - MS recently released their MSCRMimport tool
which would allow me to do this, but I can't get it to connect to MS
CRM 4.0 at all.
I input the crm server (http://crmserver/), and the AD name, username
and password (my own, as I am a systems admin for CRM), and the org
name (our company name), but all I get back is a '401 Unauthorised'
error message.
I am running this on a remote XP machine, and not the crm server
itself - should I be doing that? Or is there something I must enable
in the CRM app itself?
Cheers
Richard Tag: How to tell if 3.0 emaill router is installed Tag: 96858
Case & Reply EMail
When a case is created I'd like CRM 4 to send an email using workflow
to a particular email address and when this person has replied to the
email using outlook(this person is not a crm user) I'd like for the
reply to go into the history of the case. What do I need to do to set
this up?
Thanks
Ray. Tag: How to tell if 3.0 emaill router is installed Tag: 96847
Mailmerge & Case
I am trying to use the mailmerge facility with information i have in a
case. It doesn't seem that Microsoft have put this option into version
4. They have included mailmerge for account/contact etc but not for
cases. What options have I? Do I have to buy a 3rd party product or
develop it myself? Any help would be appreciated.
Thanks
Ray Tag: How to tell if 3.0 emaill router is installed Tag: 96846
CRM 4.0 Maximum Attachment file size
Hello,
How do I increase the maximum attachment file size to more than 8MB?
In the system parameters, when i try a higher limit i get an error message
saying i must enter a number between 0 and 8192.
In CRM 3.0 we currently have a limit of 30MB. We are in the process of
upgrading to CRM 4.0 and I am unable to put the same limit.
Is it possible to put a higher value than 8192?
Thank you,
JF Tag: How to tell if 3.0 emaill router is installed Tag: 96838
CRM Throws Exception when trying to add report
When I try to add a newly written report to CRM it gives me a really strange
error. I'm hoping someone can help me figure out what the cause of the error
is. I've tried adding the report to a new project, changing datasources,
renaming, everything I can think of, but I'm still getting an error when
trying to add. I can add other reports to the system successfully just not
this new one.
Thanks for your help!
Steve
Here's the error:
Server Error in '/' Application.
--------------------------------------------------------------------------------
Object reference not set to an instance of an object.
Description: An unhandled exception occurred during the execution of the
current web request. Please review the stack trace for more information about
the error and where it originated in the code.
Exception Details: System.NullReferenceException: Object reference not set
to an instance of an object.
Source Error:
An unhandled exception was generated during the execution of the current web
request. Information regarding the origin and location of the exception can
be identified using the exception stack trace below.
Stack Trace:
[NullReferenceException: Object reference not set to an instance of an
object.]
Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context)
+115
Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description,
String xmlContent, String showin, String relatedentity, String category,
CrmContext context, String filename, String origFilter) +136
Microsoft.Crm.Reports.ReportCache.CreateSRSReport(String name, String
description, String template, String showin, String relatedEntity, String
category, String filename, Boolean isNewReport, String defaultFilter) +100
Microsoft.Crm.Reports.ReportCache.UpdateSRSReport(String id, String name,
String description, String template, String showin, String relatedEntity,
String category, String filename) +97
Microsoft.Crm.Application.Platform.Report.UpdateReport(String id, String
xml) +662
Microsoft.Crm.Application.Platform.Report.InternalUpdateAndRetrieve(String
id, String xml, String columnSet) +18
Microsoft.Crm.Application.Platform.Entity.UpdateAndRetrieve(String
columnSet) +177
Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId
eventId) +381
Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +57
Microsoft.Crm.Application.Forms.EndUserForm.Execute(Entity entity) +13
Microsoft.Crm.Web.Tools.ReportProperty.ReportPropertyPage.ConfigureForm()
+202
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +29
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1499
Microsoft CRM Application Error Report:
Error Description:
An unhandled exception occurred during the execution of the current web
request. Please review the stack trace for more information about the error
and where it originated in the code.
Error Details:
Exception of type System.Web.HttpUnhandledException was thrown.
Error Number:
Source File:
Not available
Line Number:
Not available
Date: 02-27-2008
Time: 12:34:54
Type: Application Error (2)
Server: fortitude
Request URL:
http://fortitude/CRMReports/reportproperty.aspx?id={728c7c45-5ae1-4d4b-9438-9ff4bd20a90e} Tag: How to tell if 3.0 emaill router is installed Tag: 96835
Dynamics CRM connector to GP
Does anyone have an update on when Microsoft will release a connector to GP
10. My project is on hold while I wait for this.
I, like many other CRM customers am displeased that Microsoft cannot release
integration between their own products at launch. Tag: How to tell if 3.0 emaill router is installed Tag: 96834
CRM 4.0 Improting Customizations hangs
Hello.
I'm having a recurring problem. I'm running two identical VPCs of CRM
4.0 RTM. When I export customizations from one VPC and then try to
import these into the other, the import hangs. SQL is taking 95+
processor.
Is there any know issues around this area of the system, as struggling
to locate a cause?
Thanks
Bob. Tag: How to tell if 3.0 emaill router is installed Tag: 96833
Outlook crashes irregular
Hi,
we use Office 2007 with CRM 3.0 Client Integration on a Windows 2003
Terminal Server. Now we have the problem, that only one user have a problem
with Outlook 2007, which crashes irregular by the time. All the other users
have got no problem with the CRM Integration or Outlook 2007
Source: MSCRMAddin
EventID: 5971
Description: A problem occurred initializing Microsoft CRM COM interop.
Restart Microsoft CRM and try again. HR=0x80131509. Context=.
Function=CAddin::PrepareInterop. Line=1599.
Source: Microsoft Office 12
EventID: 1000
Description: Faulting application outlook.exe, version 12.0.6023.5000, stamp
46574050, faulting module crmaddin.dll, version 3.0.5300.1361, stamp
4587dee0, debug? 0, fault address 0x000b1387.
I don't know where the problem is. i search many sites, but no solution.
Maybe someone here could give me a hint, how to solve this problem.
Greetings
Alexander Musiol Tag: How to tell if 3.0 emaill router is installed Tag: 96832
BCM History Import?
I was SO hoping that the 4.0 DM wizard would handle Business Contact manager
history, but no such luck. Guess I'll have to create my own data map. Has
anyone done this? (and would be willing to share?)
--
Thanx
Grizz Tag: How to tell if 3.0 emaill router is installed Tag: 96831
Help needed with Campaign Response
I'm having trouble importing campaign responses from .csv. Under bulk
imports I'm receiving error that "Data in row did not match the import type".
All I'm importing is the Parent Campaign and the subject according to
documentation found here
http://www.microsoft.com/dynamics/crm/using/marketing/emailcampresp.mspx
Can someone tell me what i'm doing wrong?
Thanks Tag: How to tell if 3.0 emaill router is installed Tag: 96827
Message tracking in CRM 3.0
Hi
I have contacts in crm that have 2 E-mail address and tracking only works
for primary address, is it possible to track secondary email addresses Tag: How to tell if 3.0 emaill router is installed Tag: 96824
CRM must accept service activities larger than employee work hours
When we try to search employee's available time for a service activity with a
duration that is larger than the employee's work hours, CRM can't find
available people, even if there is no activities scheduled for that employee.
For sample:
You have an activity with 24 hours of duration. An employee that works 8
hours per day, can accept that activity and execute it in 3 working days. So
if my employee have 24 hours sequentially available, but distributed between
his regular working time, than I can schedule that activity for him.
My suggestion is that Microsoft includes a check-box "This service activity
can be spplited among sequential working days.". The object model must also
include a property with that feature, so we can do it programmatically.
This will be extremely helpful, as we will not be limited to schedule just
service actiivity that fits in one day. Right now, there are dirty
workarounds for this, like creating one service activity per day to simulate
that approach. arghh!
----------------
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=ea16b9c5-6976-48c4-b6bb-4a38fa0ddd4a&dg=microsoft.public.crm Tag: How to tell if 3.0 emaill router is installed Tag: 96823
Workflow share record
Sharing records with a Team or with single CRM users is a nice functionality.
But what I'm missing is the possibility to automatically trigger sharing,
for instance using workflow.
----------------
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/communities/newsgroups/list/en-us/default.aspx?mid=315b71ed-5d3d-43f2-a7da-fb1b6735c7ae&dg=microsoft.public.crm Tag: How to tell if 3.0 emaill router is installed Tag: 96820
Dynamics Crm 4.0 Plug In : Accessing custom fields
Hi everybody;
I retrieved crm fields with this code.
But I want to retrieve custom fields like ["new_name"]
I can retrieve custom fields with Crm Web Service but Crm Service
hasnt got IPlugin Class.
Please help me
using System;
using System.Collections.Generic;
using System.Text;
using System.Configuration;
using System.Data;
using System.Data.SqlClient;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;
//using Firma.CrmService;
//using Firma.CrmServiceDiscovery;
namespace Firma
{
public class Firma : IPlugin
{
public void Execute(IPluginExecutionContext context)
{
Microsoft.Crm.Sdk.DynamicEntity entity = null;
if (context.InputParameters.Properties.Contains("Target")
&&
context.InputParameters.Properties["Target"] is
Microsoft.Crm.Sdk.DynamicEntity)
{
if (entity.Name !=
Microsoft.Crm.SdkTypeProxy.EntityName.account.ToString())
{
return;
}
}
else
{
return;
}
try
{
//I got name's value of contact field with this code.
string oyName = entity.Properties["name"].ToString();
//But I want to access custom field.["new_name"]
}
catch (System.Web.Services.Protocols.SoapException ex)
{
throw new Exception("The method or operation is not
implemented.", ex);
}
} Tag: How to tell if 3.0 emaill router is installed Tag: 96818
CRM 4.0 - Outlook TASK FIELDS MAPPING
Hi All,
I nedd to mapp more fields from CRM tasks to Outlook tasks and synchronize
them in return e.g:
- completition field - it isn't synchronized
- new, customize fileds (bit fileds) added in CRM
How can I resolve that?
I will apreciate any help.
Kind Regrds
Lidia Tag: How to tell if 3.0 emaill router is installed Tag: 96816
Migrating from CRM 3.0 to CRM 4.0 - Best Practices/ Server and Cli
I know that the below issue might have been raised tens of times, but
unfortunately I have not yet found clear steps on how to do it !!
We have been working with CRM 3.0 for the last 2 years or so.
Our CRM 3.0 is deployed on a Win2003 Server, SQL Server 2005.
Currently, we have plans to use CRM 4.0 so I have a number of things that
are rather worrying me and I am not sure how to go about them:
1- We will have a dedicated server with Windows2003 Server Installed and
a fresh SQL Server 2005 Installation. Apparently, I need to restore our
current CRM 3.0 database on this new server then install CRM 4.0. However, I
don't know the correct procedure, order or steps for doing so.
If any clear and detailed steps are available regarding this point I will be
really grateful.
2-We have added so many customizations to CRM 3.0 such as Custom Entities,
Custom Attributes to existing Entities and OnSave event scripts in some CRM
forms such as the Opportunity form.
Will these customizations migrate gracefully to CRM 4.0 or should we expect
problems? If so what should we do as one of these entities and attributes
contain important data.
3- Some CRM users are currently using CRM through the web interface,
however, the majority of our users (Specially those that travel a lot) are
using CRM through "CRM Laptop Client for Outlook" so that they can use their
CRM Offline or Online. Currently they are using Outlook 2003-SP2 deployed on
Windows-XP-SP2.
What should we do with these clients. Should we upgrade their environment to
Windows Vista with Office 2007 ? Or What?
Thanks in advance Tag: How to tell if 3.0 emaill router is installed Tag: 96815
CRM 4 : Very slow Outlook client
Hi Folks,
We are facing very slow Outlook response from crm client. I have tried to
use online and offline versions and both are very slow when creating
activities or other things. This was not a case when we used to use CRM 3.
What I mean with very slow is when I create new activity outlook goes to not
responding for a like one or two minutes.
This also case with our other computers as well. When I use web interface
that is responding smoothly, so the server is not bysy.
All the clients what we are runing are Vista laptops with at least 2gigs of
mem. Outlook version 2007.
This has to do something with setting on our client. Some times when I have
connection to server CRM client is telling all the time that it cannot
connect to the server. Regardles of this message I can use CRM client and get
information from the server.
Any ideas ?? Now usage is very frustrating.
Thanks,
-Ari Tag: How to tell if 3.0 emaill router is installed Tag: 96812
CRM 4 and Windows Server Fax Services issue
Hi,
I have CRM 4 enterprise on Windows 2003 server and I also installed the Fax
services and configure a local fax printer.
Now, my problem is that everytime i tried to create a fax activity in my
CRM, the Cover page does not show anything, by when I navigate to
'C:\Documents and Settings\All Users\Application Data\Microsoft\Windows
NT\MSFax\Common Coverpages' the files are present and available in the
folder.
Please advise. Tag: How to tell if 3.0 emaill router is installed Tag: 96808
CRM 3.0: System.ArgumentException: The parameter is incorrect.
I try to assign a CRM Case to someone else; then I am getting
following error message. I know sometimes these information is not
enough to get an idea about this issue. But if anyone have any
solution for this please let me know.
[ArgumentException: The parameter is incorrect.]
Microsoft.Crm.Platform.ComProxy.CRMIncidentClass.Route(CUserAuth&
Caller, String IncidentId, String SourceQueueId, ROUTE_TYPE_CODE
RouteTypeCode, String EndPointId) +0
Microsoft.Crm.Application.Platform.Incident.Route(String
sourceQueueId, ROUTE_TYPE_CODE routeTypeCode, String endPointId) +66
Microsoft.Crm.Web.CS.CaseDetailPage.AssignToUser(Object sender,
DataEventArgs e) +202
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.CS.CaseDetailPage.ConfigureForm() +306
Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e)
+30
System.Web.UI.Control.PreRenderRecursiveInternal() +62
System.Web.UI.Page.ProcessRequestMain() +1499 Tag: How to tell if 3.0 emaill router is installed Tag: 96807
Using the CRM 4.0 Outlook Offline Client
We have just upgraded from CRM 3 to 4. Honestly, we hadn't been utilizing
the previous version too much yet so we are all still learning.
Our problem is this: If I install the offline client on laptops for our
traveling sales people, they can only see accounts that they own when
offline. the trouble with that is that one of our travelers is a manager and
should be able to see all accounts. If I give him ownership, then the other
traveler would not be able to see his accounts when he is offline because the
manager is the owner.
Maybe we are not doing something right. We have the main business unit and
just users, no departments between. I also tried sharing an account but that
didn't work either.
Any help on security roles or settings would be quite helpful.
Thanks in advance.
--
Stacy Tag: How to tell if 3.0 emaill router is installed Tag: 96798
Advanced Find
I would like to add the field State when viewing opportunities. I can view
potential customers but we would like to see what state the customer is
located in ? Tag: How to tell if 3.0 emaill router is installed Tag: 96796
2 questions re:Rollup 2 installation
I've seen a couple of comments regarding my first question, but I'm looking
for confirmation:
1. After installing the server portion of Rollup 2, do all client PCs have
to be updated before they attempt to use CRM? Or can I update the most
important ones first, then get to the rest ASAP?
2. Does the client portion of Rollup 2 have to be installed while logged in
as the end-user?
Thanks for any guidance!
Ryk McDorman Tag: How to tell if 3.0 emaill router is installed Tag: 96795
Speed Issue, It's not... "Catching" just listen to this
Our server specs aren't supercomputer status, but they get the job done.
And it doesn't seem to be a hardware issue because once it loads
it's fast. The issue comes from the initial load. When you first
open it it takes forever to turn from white into something, almost like
it is trying to "catch" the SQL server, then when it "catches" it loads
quickly. I have the database on SQL2005/Server 2003 on one server, and
IIS (CRM Front End) running on SBS2003. I ran perfmon on both servers
while I tried to wait 1-2mins+ for it to load and nothing was held back,
in fact the computer almost looked idle. Any ideas?
Thanks,
Luke Tag: How to tell if 3.0 emaill router is installed Tag: 96791
How do I capture the value of an associated Lookup field?
I am trying to capture the value of an associated Lookup field so that I may
then parse it out to something usable in the Contact entity. I have tried
several methods for "crmForm.all.attribute.method" including "returnvalue",
DataValue" and "toString" without much success. They usually yield
"[object]" or "[object, object]".
Anyone have success capturing like this, or have a better way of achieving
the same end?
Thanks! Andy. Tag: How to tell if 3.0 emaill router is installed Tag: 96789
Getting revenue sum into report
We are new to CRM, and I have been tasked with working on reporting. We would
like to create a report that shows estimated revenue totals by Status Reason.
So we would see the sum of the estimated revenue for all opportunities that
are in the â??Business to be Closedâ?? stage, the sum for all in the â??Business
Closedâ?? stage, etc. I am guessing that I can take an Excel version of the
report and manipulate it, but there must be a cleaner way to do it, since one
week there may be 15 items in a particular stage, and next week only 3 items,
so where would we put the cell that sums the data?
As well, we want to have all of these status reasons on one report, so
having 5 reports for 5 stages probably wouldn't work either.
Thanks! Tag: How to tell if 3.0 emaill router is installed Tag: 96788
CRM4 Client und E.-Mail Security!
Hi all,
we have a problem with Microsoft Dynamics CRM 4 and Office 2007. The Client
must have E.-Mail Security with Certificates for E.-Mail Kryptographie. When
a E.-Mail send with Signatur or Kryptografie, then kill outlook 2007 with an
error of CRM Client Program.
Have any Ideas for the Solution.
Thanks Peter. Tag: How to tell if 3.0 emaill router is installed Tag: 96785
Configuration Wizard
I thought there used to be a wizard like tool that helped with the planning
of a deployment. Took the user through a series of questions, etc.. Does
anyone know if that is still available or where it can be downloaded from. I
can't remember if it was part of 1.2 or 3.0. Hopefully someone out there
knows what I'm referring to.
Thanks! Tag: How to tell if 3.0 emaill router is installed Tag: 96778
Price List Updates
Hi all,
anyone have any smart ideas on updating price lists ?
We sell software products so frequently have new version we want to add to
the product catalogue but the data in then is very similar to existing
products.
I dont want to edit the existing items as I need to keep them.
Imagine we have "XXXX Version 1" in there, and Version 2 has just been
released.
I want to add V2 as a new product, but it probably has the same or similar
description to V1.
I dont want to edit the V1 oproduct as I still need to sell that to some
customers.
I guess I need a "copy" button - so I can creat a copy of existing product
and just tweak the data.
Ian Tag: How to tell if 3.0 emaill router is installed Tag: 96771
Actual Duration Minutes to Hours
Hi
Is it possible to change the actual duration and scheduled duration from
minutes to hours?
Could we possibly use Jscript to achieve this?
Thanks
Mark Tag: How to tell if 3.0 emaill router is installed Tag: 96765
Actual Duration Minutes to Hours
Hi
Is it possible to change the actual duration and scheduled duration from
minutes to hours?
Could we possibly use Jscript to achieve this?
Thanks
Mark Tag: How to tell if 3.0 emaill router is installed Tag: 96764
dashboards creation
hi,
Can we create dashboard reports in MSCRM 4.0 using SSRS as of
dashboard reports in salesforce.com? If we can, plz.. let us know the
process.
regards,
Sailaja Tag: How to tell if 3.0 emaill router is installed Tag: 96761
Unitek's Microsoft CRM Dedicated Portal Comes to the Rescue of Bus
Unitek Education, one of North America's leading IT education and training
organizations, has announced the introduction of a personalized Microsoft CRM
portal. In essence, this high-powered, all in one educational solution caters
to the advanced needs of Unitek's clients and valued customers.
Fremont, CA (PRWEB) February 4, 2008 -- With this new portal, Unitek will be
able to better service the ever growing educational needs of its Microsoft
CRM customer base at its own Microsoft CRM Blog.
(http://www.unitek.com/training/microsoft/crm/blog) Experience gained through
successful implementation of Microsoft CRM for itself as well as for its
clients coupled with its extensive knowledge gained through teaching
Microsoft CRM, afford Unitek the ability to make this portal a god send for
business and IT professionals faced with the day to day challenges inherit in
implementing and supporting a CRM application.
This resource is a major upgrade to the extensive suit of training tools and
will provide users with an enhanced interface and online experience. As such,
it will act as a virtual gold mine of information for both business and IT
professionals and Microsoft CRM customers.
In lieu of Microsoft's recent release of CRM 4.0, Unitek has scheduled
special upgrade courses for new users and customers upgrading from CRM 3.0.
The Unitek CRM blog has posted extensive information and tips for this
exciting new release.
This educational solution demonstrates Unitek's commitment to providing
their clients and students with personalized access and exclusive information
as they enhance their training initiative in all areas of Information
Technology.
With Microsoft CRM, companies of all sizes can mange their customer
relationships with focused precision. Of course, such powerful software can
only maximize the business strategies with a fundamental understanding and
application of the technology.
The purpose of Unitek's new CRM 4.0 portal is to provide an invaluable
resource for clients and those individuals interested in improving their
skill level with Microsoft CRM. The uniquely personalized approach is
designed to encourage comments and questions from users of the portal as they
interact and gain feedback from the CRM experts. The CRM portal also provides
tips from highly advanced CRM modifications to time-saving techniques to
maximize revenues with the use of Microsoft CRM.
Such a forward thinking step is not unusual for Unitek, as it already has a
distinguished and industry recognized reputation for being one of the leaders
in the field of IT training and consultancy.
"Both companies and individuals have told us that it is easy to do business
with us. I am grateful to our customers for fueling such remarkable growth,"
remarked Paul Afshar, Unitek's CEO.
This client focused approach has led to a huge expansion and has earned
Unitek a well-respected reputation in the industry. In fact, Unitek has
recently been named the Microsoft Training Partner of the Year in addition to
a number of other highly claimed certificates and awards.
Following close observation of the Microsoft CRM marketplace, Unitek
identified a distinct lack of personalized, one-on-one Microsoft CRM training
for IT professionals and others interested in learning how to design, set-up
and manage Microsoft CRM. While there is a large amount of very general CRM
information across the Internet, there was no systemic or well-organized
training portal available until now. Unitek has categorized and logically
detailed many real life case studies of working CRM examples inside the newly
published portal.
The CRM portal recognizes that users want access to experts who will answer
personalized questions and comment on their current CRM systems. Also, the
Microsoft CRM blog is regularly edited and published with reliable, up to
date information on the cutting edge application of Microsoft CRM.
The level of personal knowledge and expertise available to users on this
portal platform is going to prove a huge benefit for anyone seeking training
in Microsoft CRM. The technology is widely recognized as a leader in its
field, but it is clear that many companies and IT professionals are not using
it to its maximum potential.
Unitek is now able to bring their students and clients the capability to
access cutting edge Microsoft CRM techniques and implementation processes in
a personalized, quick and easy manner.
For information on Unitek's new Microsoft CRM blog for IT professionals,
please visit us at Microsoft CRM Blog
(http://www.unitek.com/training/microsoft/crm/blog).
About Unitek's Microsoft CRM Training Division:
Unitek specializes in IT learning and training for IT professionals and
corporate clients. They also conduct certification training for individuals
looking to advance their career in IT. This constant focus on high quality
training and on customer service has led to Unitek's expanding client base
and business success. For more information please visit us at Microsoft CRM
Training Portal (http://www.unitek.com/training/microsoft/crm). Tag: How to tell if 3.0 emaill router is installed Tag: 96753
Outlook 2007 crashing with CRM4 desktop client
Outlook 2007 crashes and I get the message below in Event Viewer after I
click Synchronize Outlook with CRM. The crash is not immediate, it says
Checking for Changes and there is a status bar, but 60-90 seconds later
Outlook dies.
I have tried rebuilding my Outlook profile, deleting the two outlook folders
in documents and settings, reinstalling the crm client, reinstalling office,
and reinstalling all the .net frameworks.. I also disabled Contact
synchronization before clicking Synchronize, but that didn't help.
I do not have any other Outlook plugins installed.. Rebuilding the Outlook
profile fixed this problem for a couple of the users in my organization, but
I am still suffering.
Anyone have a suggestion?
Thanks in advance,
Mike
Event Type: Error
Event Source: Microsoft Office 12
Event Category: None
Event ID: 1000
Date: 2/25/2008
Time: 2:27:38 PM
User: N/A
Computer: SHAOLIN
Description:
Faulting application outlook.exe, version 12.0.6212.1000, stamp 46e03e45,
faulting module msvcr80.dll, version 8.0.50727.1433, stamp 471eb5ae, debug?
0, fault address 0x00014884. Tag: How to tell if 3.0 emaill router is installed Tag: 96740
Any Scribe Jedi's Out There?
Looking for individuals possessing experience with Scribe middleware
between Microsoft GP and CRM....we are in the midst of an ERP
migration to GP and putting in CRM/Scribe in tandem. We are having
some issues with the implementation, and are looking for a specialist
who may be able to assist in a consultative fashion.
If you are such an individual, or know someone, please let me know.
Thanks
Cory Andrews
Sayers Media Group
candrews (at) sayersmedia (dot) com Tag: How to tell if 3.0 emaill router is installed Tag: 96735
Advanced Find - Can it find something that's NOT there?
Love the AF, and have been able to find anything I put my mind to...except
this:
I'm trying to create a View that finds all leads WITHOUT activities. Been
trying all different arguments but it doesn't seem possible.
Any idea's? Tag: How to tell if 3.0 emaill router is installed Tag: 96733
CRM 4.0 E-mail Router poll frequency
Hi,
How often will the E-Mail router access the Exchange mailboxes being
monitored? I waited for 15 minutes with 3 new message hanging in the inbox. I
restarted the service and they all came in. The performance counter "Incoming
mailbox access attempts" didn't move for the 15 minutes i waited. After a
restart -- furious activity for a few seconds. No errors/warnings were logged
to the event log.
Can this be controlled somewhere?
Thanks,
Manso Tag: How to tell if 3.0 emaill router is installed Tag: 96732
Documentation on CRM entities and attributes
I want to do a complete documentation for my customer.
Iâ??m presently in the Account-Attributes-Customization View.
I want to integrate these attributes characteristics in my document (Name,
Display Name, Type and Description).
How can I do that? Iâ??m not able to do a â??Copy-Pasteâ?? from this Form to
Excel or Word. Also, how may I have the PickList Values to integrate them in
the documentation?
In fact, the best solution for me would be a document that would include the
merge of 3 specific information :
1- the information contains in http://servername/sdk/list.aspx
2- the information contains in Account-Attributes-Customization View -
attributes characteristics
3- the values of the PickList when appropriate
With http://servername/sdk/list.aspx, Iâ??m able to do a â??Copy-Pasteâ?? but I
donâ??t have the description of the fields like it is presented in the form
Account-Attributes-Customization View - attributes characteristics.
And I didnâ??t find where I can do a â??Copy-Pasteâ?? of the PickList values.
----------------
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=cf88b319-9c97-4c0b-9882-55788d20bae0&dg=microsoft.public.crm Tag: How to tell if 3.0 emaill router is installed Tag: 96729
CRM 3.0 Service Calendar Unexpected Error
Well, it appears that i am not as lucky as the others that were able to
get their calendar to work somehow(reference to earlier posts).
We just migrated to crm 3.0, and cannot get the calendar to work(at
all), i get the red X "unexpected error" and then im told to contact
me(the system administrator). I go into the Event manager of the server
and see something about date and time settings?
There was a post recently where someone had this exact same problem, and
they got it fixed, but didn't post their resolution, so i decided to see
if anyone does actually have an answer for this problem. Tag: How to tell if 3.0 emaill router is installed Tag: 96728
CRM 4.0 Custom Workflow Activity Input Parameter returning object?
Hello,
I have written a workflow activity which seems to work just fine with
the exception of one input parameter. I've been attempting to find an
answer to how to do this for a few days now. Basically I'm trying to
insert a link to the Case when sending out an email on creation via
workflow. Everythign complies and runs, but the output from objectID
is "Microsoft.Crm.Sdk.Lookup".
So the code is below. And I have created a workflow, and selected a
case for the Lookup input parameter, and input the string for the base
url for the second input parameter. I then insert the resultant slug
into the e-mail generation workflow step. The only issue is that when
the e-mail is sent, the output from the assembly is <base url
string>Microsoft.Crm.Sdk.Lookup.
Is there anyone who sees what I'm messing up here off the top of their
head? I get the feeling like I'm missing something simple, but I
can't see it.
Thanks!
namespace AIT.Workflow.Assem
{
[CrmWorkflowActivity("URL Link","Links")]
public class UrlLink3 : SequenceActivity
{
//Execute statement
protected override ActivityExecutionStatus
Execute(ActivityExecutionContext executionContext)
{
string guidID = this.objectID.ToString();
string urlBase = this.baseURL;
string link = urlBase+guidID;
this.linkOutput = link;
return ActivityExecutionStatus.Closed;
}
//Input Parameter 1
public static DependencyProperty objectIDProperty =
DependencyProperty.Register("objectID", typeof(Lookup),
typeof(UrlLink3));
[CrmInput("objectID")]
[CrmReferenceTarget("incident")]
public Lookup objectID
{
get
{
return (Lookup)base.GetValue(objectIDProperty);
}
set
{
base.SetValue(objectIDProperty, value);
}
}
//Input Parameter 2
public static DependencyProperty baseURLProperty =
DependencyProperty.Register("baseURL", typeof(string),
typeof(UrlLink3));
[CrmInput("baseURL")]
public string baseURL
{
get
{
return (string)base.GetValue(baseURLProperty);
}
set
{
base.SetValue(baseURLProperty, value);
}
}
//Output Parameter
public static DependencyProperty linkOutputProperty =
DependencyProperty.Register("linkOutput", typeof(string),
typeof(UrlLink3));
[CrmOutput("linkOutput")]
public string linkOutput
{
get
{
return (string)base.GetValue(linkOutputProperty);
}
set
{
base.SetValue(linkOutputProperty, value);
}
}
}
} Tag: How to tell if 3.0 emaill router is installed Tag: 96725
Replacing data in multiple records
I have a field that needs to be changed in multiple records - how do I do
that? Goldmine had the Globally Replace option - is there something similar
in CRM?
--
TWhelan Tag: How to tell if 3.0 emaill router is installed Tag: 96724
CRM Plugin Needs to Update Custom Account Field
Good afternoon.
I have created a CRM Plugin that is triggered on the POST event of Account
Creation.
This Plugin retrieves the Account information and provisions a SharePoint
site for documentation. That part is working okay.
What I would like to do at this point is to stuff the SharePoint Site URL
back into a custom Account field using the ICrmService.
Is this possible through the Microsoft.Crm.Sdk?
* If so, would you mind giving me a quick code sample?
* If not, how do you recommend that I approach this?
Thank you so much in advance for your time and consideration.
- Robyn Tag: How to tell if 3.0 emaill router is installed Tag: 96722
Synchronization email attachments to offline database
We use the Microsoft CMR3.0 client for outlook and one of my users is
experiencing stalled synchronization when going offline. She recently changed
her local data setting to accomodate the account information from two new
sales users, and when the data tries to synch going offline, it bogs down and
does nothing when it gets to the "synchronizing email attachments to offline
database" task. I tried to cancel the session, and that stalls out to. The
only recourse is to shut down Outlook and bring it back up again. What might
be causing that stall on the email attachments? Tag: How to tell if 3.0 emaill router is installed Tag: 96721
CRM 4.0 Bulk Deletion through Data Migration Manager leaving behind
Hi,
We used the Data migration manager to load entity records and then
subsequently used the Bulk Deletion in DMM to delete those records.
The migration is showing as "Bulk Deletion Completed" in DMM; however,
the entity base table records that are tied to it (per
importsequencenumber column) are still showing as deletionstatecode =
0. Other records that we deleted via Bulk Deletion get set to
deletionstatedcode = 2. Can someone please advise how I should get
rid of these records? At this point must I manually change the
deletionstatecode to 2 or physically delete using SQL?
Thanks,
Todd Langdon Tag: How to tell if 3.0 emaill router is installed Tag: 96720
CRM 4.0 CRMAsyncService and Physical Delete of Records from Entity
Hello,
Can someone point me to a blog, document, etc. that explains how the
physical delete of entity records is accomplished through this
service? I assume this .exe has replaced crmdeletionservice.exe that
existed in 3.0?
I'm looking for information on how often it runs and whether it can be
configured, etc.
Thanks,
Todd Langdon Tag: How to tell if 3.0 emaill router is installed Tag: 96719
External Account access to custom CRM Report
Hello,
Our customer wants to be able to provide access to a custom CRM report to
their Accounts.
An Account can view only that one report and only for their account record.
The Account should not be able to see any CRM records (even their Account
record) - only the custom report.
What is the best way to implement this requirement?
Thanks in advance.
TOG Tag: How to tell if 3.0 emaill router is installed Tag: 96718
Microsoft Outlook Client Login
We have an issue on almost all of our Outlook clients where the users need to
login each time they access the CRM information even if the 'remember
password' checkbox is checked. Is there any way to get this to stay logged
in? The users are getting annoyed with this.
Thanks! Tag: How to tell if 3.0 emaill router is installed Tag: 96717
How can you tell if the email router is installed? Running Exchange
2003 and Server 2003.
Can't email from CRM and can't find registry entry on echange server.
RE: How to tell if 3.0 emaill router is installed by C3SanDiego
C3SanDiego
Wed Mar 05 01:13:00 CST 2008
Check add/remove programs. It should be listed as a seperate application.
"AmyF" wrote:
> How can you tell if the email router is installed? Running Exchange
> 2003 and Server 2003.
> Can't email from CRM and can't find registry entry on echange server.
>
> thanks!
>