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- Previous
  - 1
    - Estimated Revenue of an Opportunity Hi folks, It would be very useful to be able to simply quote an amount for an Opportunity without having to break the amount down into individual products. This can be done through the Estimated Revenue field of an Opportunity. When it is set to be user provided, the estimated revenue is not carried over automatically when a related quote is created. Write-in products can be added to a Quote, Order or Invoice to achieve that functionality but as far as I can see there is no facility to achieve the same thing with an Opportunity. Basically I would like to set an Estimated Revenue value for an Opportunity which is then carried over to the Total amount field of a related Quote. Shouldn't this be possible? Tag: test Tag: 78111
  - 2
    - New CRM 3.0 Partner Preparedness Tools Available http://blogs.msdn.com/jim_glass/archive/2007/03/08/new-crm-3-0-partner-preparedness-tools-available.aspx Tag: test Tag: 78106
  - 3
    - Summary of Duplicate Account, Contact and Leads I have read many posts about this topic...and these are my observations: 1. You can control duplicate creation on records using the onSave JScripts, this work when you create new accounts, contacts 2. You can control duplicate imports using ISV solutions like C360, which evalute duplicates for Accounts, Contacts, Leads 3. However, I am not sure if the above mentioned solutions validate duplicates during the conversion process of a lead into an account/contact...does it? Regards Tag: test Tag: 78105
  - 4
    - Microsoft CRM-Exchange E-mail Router XML configuration file Hi Can somebody give me a sample XML file. The one that I got from the Implementation guide is like below but it doesn't work and you ge the error like "The specified configuration file format is not valid." Sample Microsoft CRM-Exchange E-mail Router XML configuration file <CRMSetup> <EmailServer> <WebsiteUrl>http://website</WebsiteUrl> <CRMMailbox>CRMMAIL</CRMMailbox> <InstallDir>c:\program files\mscrm</InstallDir> <InstallType>new</InstallType> </EmailServer> </CRMSetup> Regards Ahsan Tag: test Tag: 78099
  - 5
    - CRM DST UPDATES in WSUS Where are teh DST updates in WSUS? Are they there and if so, how do you see them? If not, how are folks deploying the DST updates in a timely, automated fashion? THANKS! Tag: test Tag: 78097
  - 6
    - Subprocesses not appearing in Sales Process Workflow Details: Opportunity entity, Sales process. MS CRM 3.0, completely fresh install 1 Custom field: Proposal Status, picklist {accepted, rejected} What I was trying to do was this: On Create workflow -> Go through the whole process -> at the end branch and set win or loss, based on other attributes. As there is no branching in Sales Processes, I tried to use two manual rules to achieve the same result. These manual workflow rules didn't appear under the "Run Subprocess..." in the "On Create" workflow. They also don't appear in other manual workflows. I also tried creating a completely empty "On Create" workflow and two manual workflows that were also empty, with the same result. This may be a configuration issue or a limitation of Workflow Manager. Any suggestions? Tag: test Tag: 78093
  - 7
    - Contacts I would like to be able to associate a contact with the company they work for without creating an account. You can do this with leads as there is a place in the view where you can put company name but there is no data base element in contact for company name. Thanks in advance... -- DHRees Tag: test Tag: 78092
  - 8
    - Bulk import of contacts We are still in the process of importing/entering data into the system. I have a spreadsheet of clients which includes their name, contact details, company and position. I don't have any problem with the bulk import tool with the exception of importing the company. I realise this is slightly awkward as the company is entered as a lookup on the contact form. Is there any way to quick create a new account using the company name during a bulk import of contacts? Better yet, can you also check if the account already exists and if it does, link it through the look up, and if not, quick create a new account. My guess is that I'd have to write some sort of new script which is similar to the bulk import tool, but with the ability to also create new accounts. I've managed to avoid writing any call outs so far, so I'm not really sure how to do this. Besides, surely this isn't a unique problem!!! Any ideas? Tag: test Tag: 78091
  - 9
    - Outlook freezes upon completion of CRM Synchronization We have CRM3 with rollup 1 installed. We have Exchange running on a separate server. I installed CRM3 Outlook Desktop Client and rollup 1 on my laptop. When I synchronize, it appears to synchronize successfully. Then Outlook freezes. No screen refreshes, etc. It appears that Outlook is taking about 20% of the CPU continuously for many hours (i.e., overnight and beyond). I have duplicated this on multiple client machines, and it actually happens if I have installed the Outlook Laptop Client as well. What could be happening? Thanks! -- Mark Tag: test Tag: 78090
  - 10
    - Picklist value out of sequence I have a picklist with values that are out of sequence and I need to revalue the items in the list but the only way I can think of to do this is to delete the list and start over. The only problem is that the list has been used, so when I try to delete the list it says "The value associated with this list option will be deleted permanently. After a list value it deleted from the system, it cannot be re-added. Any existing records that contain this value must be manually updated to a different value in the list". All I want to do is revalue the list so the list value will be in sequence (1,2,3,4,5). Is there a way to possibly do this without losing what as been used already without the manual stuff? Tag: test Tag: 78087
  - 11
    - Quick Campaign I created a Quick Campaign in Draft Form and want to delete. Keep getting error messages: "You must suply a valid URL" or "The logged-on user does not have the appropriate security permissions to view these records or perform the specific action." Anyone know how to delete? Tag: test Tag: 78080
  - 12
    - Problem "Going Offline" with Dynamics CRM 3.0, SBS 2003sp1 and XPs My Configuration - all with the latest updates applied: Small Business Server 2003sp1 Exchange 2003sp2 SQL Server 2000sp4 Dynamics CRM 3.0 - with update rollup 1 Windows XPsp2 Desktop Windows XPsp2 Laptop Outlook 2003sp2 Hotfix KB_931270 installed - needed to stop Outlook from crashing on both the Desktop & Laptop. This is a fresh install of Dynamics CRM with 1 client and 33 contacts - NO other data. Problem: Attempts to have CRM "Go Offline" are unsuccessfull. "Failed move data for entity 'Note' during action salnsert, countRows=1. Contact your system administrator for assistance" This produces 6 Events in the Application Event log (see below) EVT file available. There are two KB articles that are similar to this type of error: KB_918108 - which is included in update rollout 1, and already applied on my system KB_923327 - which I have installed on the Server, Laptop & Desktop. Any suggestions you can offer would be greatly appreciated. Thank you, Alan Type Date Time Source Category Event User Computer Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Error 3/8/2007 10:26:47 AM MSCRMOfflineSync None 6000 N/A ALANB Tag: test Tag: 78063
  - 13
    - Allow Editing of Case Resolution screen in CRM Need to allow editing of Case Resolution in CRM - particularly dropdowns ---------------- 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=fd3702cf-c7a0-406c-97ae-313ff3d13229&dg=microsoft.public.crm Tag: test Tag: 78062
  - 14
    - Can't enter multiple values in Advanced Find According to Microsoft CRM3 for Dummies book, I should be able to enter multiple values in Advanced Find but it doesn't work. For example, I am looking for customers in multiple states (NY;CA;TX) but it doesn't work. Can you please advise if there is other way? Tag: test Tag: 78061
  - 15
    - Can you schedule backups directly from the CRM application? Or only through SQL or Veritas or something like that? Thank you in advance Tag: test Tag: 78059
  - 16
    - Upgrade CRM 1.2 to CRM 3.0 Hi all, I have a problem when I try to do upgrade CRM 1.2 to CRM 3.0 When the installation going to Starting Activity Database Upgrade, show me this error when trying to adding a attribute in table ActivityBase. 11:22:24| Info| Adding attribute :StatusCode To Entity : Task 11:51:22| Error| Install exception.System.Exception: Error de la acciÃ³n Microsoft.Crm.Setup.Server.InstallDatabaseAction. ---> System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: I/O error (torn page) detected during read at offset 0x00000031be0000 in file 'E:\Win32app\Microsoft SQL Server\Data\\Embotelladora_La_Mariposa_S_A__MSCRM.mdf'. at System.Data.SqlClient.SqlCommand.ExecuteNonQuery() at Microsoft.Crm.Upgrade.ActivityUpgrade.Upgrade(String path) --- End of inner exception stack trace --- at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean isBinderDefault, Assembly caller, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.InternalInvoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean verifyAccess) at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture) at System.RuntimeType.InvokeMember(String name, BindingFlags invokeAttr, Binder binder, Object target, Object[] args, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParameters) at Microsoft.Crm.Setup.DatabaseInstaller.DllMethodAction.Execute() at Microsoft.Crm.Setup.DatabaseInstaller.DatabaseInstaller.Install(Int32 languageCode, String file, Boolean upgrade) at Microsoft.Crm.Setup.Server.InstallDatabaseAction.Do(IDictionary parameters) at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) --- End of inner exception stack trace --- at Microsoft.Crm.Setup.Common.Action.ExecuteAction(Action action, IDictionary parameters, Boolean undo) at Microsoft.Crm.Setup.Common.Installer.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.DatabaseInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.InternalInstall(IDictionary stateSaver) at Microsoft.Crm.Setup.Common.ComposedInstaller.Install(IDictionary stateSaver) at Microsoft.Crm.Setup.Server.ServerSetup.Install(IDictionary data) at Microsoft.Crm.Setup.Server.ServerSetup.Run() Any ideas Thanks Tag: test Tag: 78056
  - 17
    - Importing Campaign Responses Data in row did not match the import We are struggling to understand how to importing Campaign Responses using the bulk import wizard. We receive the errors: Reason: Data in row did not match the import type Reason ID: 0x8004032d Please could someone help us diagnose where the problem lies? Thanks Tag: test Tag: 78053
  - 18
    - CRM QUEUE Folks My queue receives email, only when the email is sent from internally directly to the mailbox / email address, when send from external directly to that email address but not when the email address is part of a distribution list that is housed external - ie inbound???? Does that make sense? Regards Gavin Tag: test Tag: 78052
  - 19
    - confused about create and manual events i made and activated a work-rule with these characteristics: entity type=account event=create the rule: when an account is created the territory is assigned based upon the owner. the test: i converted 3 leads into accounts. and then i waited 30 miuntes. the result: none of the three new accounts have their territory assignments. however, i then manually executed the rule and the assignments were made. the question: why didn't it make the proper assignment when the account was created via converting the lead to an account? and why would an 'account create' rule work manually if the account is already an existing (although its only been in existance 30 minutes) account? -- Richard Adams GreatNeck Tools Tag: test Tag: 78050
  - 20
    - Workflow assignment of related records to account owner Is there a way to have related records (quotes, opportunities and orders are what I am really concerned with) automatically assigned to the account owner if someone other than the account owner creates them? I would think this would be no big deal, but I have not been able to figure it out and think I am overlooking something. Our structure pairs an inside sales person with some number of outside sales people (anywhere from 1-4). The outside sales people own all of the customer accouts. If an inside sales person creates an opportunity, for example, for a particular account, I would like workflow to assign the opportunity record to the account owner (the outside sales person). Any insight would be appreciated. Thanks Tag: test Tag: 78045
  - 21
    - Personal option for sync client grayed out When trying to set a client computer to be the synchronizing client (from Outlook's CRM menu, Options, Synchronization), it seems this setting is sometimes available and other times grayed out. I'm not sure why it is variable. Any ideas? Thanks, Dawn Tag: test Tag: 78043
  - 22
    - Possible to run DYnamics CRM 3.0 as multi-server isntallastion with replicated SQL Hello, I have a customer who's interested in Dynamics CRM 3.0, but they want to run the application in 3 different sites, but with the same data. I know that SQL Server supports some sort of replication, but is it supported to run Dynamics with this config? THis would be a solution with 3 identical Web/CRM servers (one in each site) and 3 SQL Servers with the database that replicate changes off each other. Can this be done? best regards, Trond Hindenes Tag: test Tag: 78040
  - 23
    - Bouncebacks using email thru CRM We are currently using the Small Business CRM version 3.0 & Server 2003. We continue to experience multiple delayed, undeliverable, canceled, spammed emails thru CRM. It seems to happen more frequently when we attach documents (quotes) to the email messages. Maybe 1 out of 3 messages reach our customers. Many of our sales folks are using Outlook in addition to CRM to send mail. Some recommendations from our partner and other folks have been to remove the tracking tokens, do not bulk email, and check the recepients email address. We've never sent bulk emails from CRM. We've removed the tracking tokens and our recepients email addresses are correct, because the same email will reach them through Outlook. Our Administrator has sent the same message from CRM and from Outlook and the code/background is the same. There are no defining items to distinguish why one email is going through and why one is not. We've ran complete diagnostic checks on the exchange server and have contacted everyone we know to try to help us through this. Please help! -- Thanks for your assistance! - Ace 2007 Tag: test Tag: 78029
  - 24
    - Assign Tasks to a Group? Is there a way to assign tasks to a group of users as opposed to just one user? Thanks, Sinead. -- Sinead O''''Shaughnessy Tag: test Tag: 78027
  - 25
    - Problem with MS CRM Token in sending email from comaigne. Hello, I have a problem with executing campaigns in MS CRM. I added a marketing list to campaigns activities and sending mail merge email to all my clients. Emails which were sending from mail merge (use word) do not have a MS CRM token in their subject. So answers are not automatically linked to campaign activity. In my MS CRM system settings dialog box I set option email tracking for enabled and I donâ??t have problem with sending email form MS CRM. Any suggestions? Thx for your help. Tag: test Tag: 78025
- Next
  - 1
    - Using sdk to find out if an Account already exists Hi, Want to use sdk to see if an Account already exists , all i have is its name. I've looked at Retrieve method but it requires the Guid. Any equivalent call to Retrieve that just takes name? Or a way to get the Guid from the name? Sample code would be great if available. Thanks for all help. John Tag: test Tag: 78021
  - 2
    - Track in CRM problem with image Hi! I have a problem when I try to track an email(with a gif image inside) in CRM. The email just can't be tracked. Then I installed this hotfix KB925532 that suppose to solve this problem. The email could be tracked now but the image has been put in the attachment as attachment.bin that I could not open later on. Is there anyone knows this problem? Is there a way to solve it? Thanks a lot! Tag: test Tag: 78019
  - 3
    - mail merge from marketing list As both a provider of CRM solutions to customers and also a user, i find it absurd that i cannot mail merge from a marketing list. to do this i double my work by using advanced find to search for the list i created, which then saves in 'my view' which then you have to bring up then you can mail merge. it makes for scattered lists, and more confusion all round, especially when the sales team are asked to populate lists. simple - marketing lists need to have the functionality to mail merge from. ---------------- 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=ce9ec143-7227-4131-9ae4-679d0401b628&dg=microsoft.public.crm Tag: test Tag: 78009
  - 4
    - Report Server Date Discrepancy with CRM Display Hi All, I have just uploaded one report using Microsoft CRM. Everything works fine, except modified date which is displayed in CRM Report Grid for this report is tomorrow's date. I think it happens because of how CRM manage UTC time and it thinks that Report server's date is in UTC format. All user's setting in Microsoft CRM is UTC+8 (including user who uploads the report). CRM and Database (+ Report) server is located on different physical servers, which their time zone setting have been configured to GMT+8. For example: Upload Report: 08 March 2007 18:30 (Local Time/UTC+8) Created/Modified Date field in Report Server database (Catalog table): 08/03/2007 18:30 Displayed in CRM: 09/03/2007 (dd/MM/yyyy) Is there anyway to solve this? I don't think there is other/further problem with this (is there?), but my client demands explanation for this discrepancy. Anyone can help? Tag: test Tag: 78007
  - 5
    - The 'CRM_FullName' parameter is missing a value Hello, I installed Microsoft CRM with SQL 2005 Server and reporting services on different server. but when I'm trying to run the reports from Reports Area in Microsoft CRM I am receiving the following error message? "The 'CRM_FullName' parameter is missing a value" Has anyone resolve this problem and could you help me? Thanks in advance, Rena Tag: test Tag: 78006
  - 6
    - Error in the Event viewer MSCRMExRouter : EventID 0 error 0x80040E Hi, I'm a lot of errors in the CRM event viewer. Is someone know an issue ? (There is no dot "." in the CRM mailbox name.) Event Type: Error Event Source: MSCRMExRouter Event Category: None Event ID: 0 Date: 08/03/2007 Time: 09:17:55 User: N/A Computer: WRENMS Description: Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceException: Connection to mailbox: CRM Router Mailbox failed (System.Runtime.InteropServices.COMException (0x80040E19): Object or data matching the name, range, or selection criteria was not found within the scope of this operation. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout)). ---> System.Runtime.InteropServices.COMException (0x80040E19): Object or data matching the name, range, or selection criteria was not found within the scope of this operation. at ADODB.ConnectionClass.Open(String ConnectionString, String UserID, String Password, Int32 Options) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) --- End of inner exception stack trace --- at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceMessages.GetMailboxConnection(ExchangeSinkServiceLogger logger, ExchangeSinkServiceMailbox mailbox, Int32 connectionTimeout) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ProcessMailbox(ExchangeSinkServiceMailbox mailbox) at Microsoft.Crm.Tools.ExchangeConnectorService.ExchangeSinkServiceCore.ExecuteService() For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. Tag: test Tag: 78004
  - 7
    - Appointment date in invalid Hi We are creating service activities for the scheduling of equipment which is rented to a client for up to five years. We created a service activity, set the duration and received an error message stating that the "Duration of the Appointment is invalid". Does anyone know why this occured and how to solve it? Many Thanks Tag: test Tag: 78001
  - 8
    - Workflow Rule Date Hi I really need assistance with this. I am trying to create a worklfow rule that fires when a particluar date is reached. I am aware the the workflow rules are triggered by the Create, Assign, Change Status and Manual events however I tried to create a workflow that after a records status changes and the date is reached, a task would be created. Unfortunately this workflow rule never fired. I set the workflow rule to fire if the date field equals the Execution Time and nothing happened after I selected the Date field as todays date on the record in CRM. Please assist? Thanks Tag: test Tag: 77999
  - 9
    - CRM Connector with Pastel Hi We are looking for a connector which will link CRM to Pastel accounting software. We are aware that there are connectors available and I would like to ask if anyone has any additional information on this could they please let us know? Thanks Mark Tag: test Tag: 77997
  - 10
    - CRM RSS error I tried to add RSS following the instruction on this link: http://msdn2.microsoft.com/en-us/library/aa480014.aspx When I tried to access http://crm-server/rss/rss.aspx, I got this error message: "an error has occurred. For more information, contact your system administrator." Also got this message from URL: "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." Any ideas? Tag: test Tag: 77989
  - 11
    - Change MAPISV.INF in Vista I have the problem with the installation of CRM Client with Vista and Office 2007, i have the last update, but when i try to install i cant, i found a solution that needs to make some changes to C:\WINDOWS\SYSTEM32\MAPISVC.INF files, but when i make the changes and try to save i receive a message "You dont have rights", somebody knows how to do this? Thanks Tag: test Tag: 77983
  - 12
    - Workplace Settings access Our customer wishes to lock down (make read only) the Workplace settings area for some users. We have tested removing the write privilege and it works fine. The problem comes when we add a new user to this role and need to change their timezone settings. It appears timezone settings can only be modified when logged in as that user(seems odd given the access possibilities of the user settings privileges). Is it possible to change another users timezone setting or do we need to relax the privileges whilst we are setting the users up? Hope someone can help Cheers Paul Tag: test Tag: 77982
  - 13
    - CRM 3.0 - report with old data If I open report from "Grid" or "Form", it seems get old data until I click "Refresh Report" button. Is it normal to everyone? If I open report from "Workplace"-> "Reports", the data is new. So strange. Tag: test Tag: 77981
  - 14
    - Custom attributes field maximum length Can you enforce the maximum length for a custom attribute field? The default maximum size is 100. However, if it is modified to 8 does not make difference how many characters being entered in the field. Is this enforceable via CRM? Tag: test Tag: 77980
  - 15
    - lookup field option Is there a way to customize the lookup field to allow the user to type in text if they know it already but still have the lookup for users who do not? So basically I want the field to have a lookup but also allow the user to enter text if they choose not to search. Tag: test Tag: 77979
  - 16
    - Adding additional CRM CALs to and existing Enterprise installation I have a client that has purchased 25 additional CRM user CALs and needs to install on top of the existing 25. How do I do this? I have tried with the deployment manager but doesn't seem to make sense. In looking at the Sandbox and Google CRM group they talk mainly about the Action Pack version for SBE, my client has an enterprise edition. Any help will be appreaciated. -- Allen Pemberton Pemberton Consulting Tag: test Tag: 77976
  - 17
    - SBS / SQL If you are running CRM 3.0 SBS edition, and would like to move the SQL Server databases onto a dedicated SQL Server in the company can you do it under the SBS license, or does the entire setup have to stay on the one server. If a company starts out small, utilising SBS but then grows, and the customer database grows is the only solution to upgrade the physical server with more disk space etc apart from converting the SBS license to a Professional license? -- Cheers Ian Grigor Business Manager Gen-i Tag: test Tag: 77975
  - 18
    - Tracking opens and clickthroughs in CRM Hello, This is a multipart question that relates to CRM as well as general computer/internet knowledge... I send out flyers designed in correlDraw and other desktop publishing software. My first question is can I send a mass mailing to selected leads and customers from CRM with the flyer EMBEDDED in the email, not as an attachment? If its possible how is this accomplished? Secondly, there are many services out there that allow you to design an html flyer and send it out via the web using their email (www.constantcontact.com). Once the flyer is sent out they can track how many people opened the email, the amount of clickthroughs, and other essential data. If in fact it is possible to send an embedded HTML flyer in CRM, can it also track opens and click throughs? If not, which I am pretty sure it cannot, how are these companies able to track that data? Thanks, James Tag: test Tag: 77974
  - 19
    - Outlook 2003 and CRM plugin We are running CRM 3.0 and have an issue logging off any client pc on our windows domain network if MS outlook is open. If I remove the crm addin from outlook all user can then log off without closing outlook first. Not the end of the world but annoying.....anyone ran into this issue before? all client PC's are XP Pro SP 2 -- Sys Admin Tag: test Tag: 77973
  - 20
    - Mobile Express Authorization I recently installed Mobile Express on our CRM 3.0 server according to the installation guide. When I go into Settings --> Mobile Configuration then click the Add button for adding entities, I get an unauthorized error. Any ideas? The event viewer error is as follows: Event code: 3005 Event message: An unhandled exception has occurred. Event time: 3/7/2007 2:32:16 PM Event time (UTC): 3/7/2007 7:32:16 PM Event ID: 99ff72933e464237a87dbae86271525d Event sequence: 6 Event occurrence: 1 Event detail code: 0 Application information: Application domain: /LM/W3SVC/2/Root/MobileClient-1-128177693682530031 Trust level: Full Application Virtual Path: /MobileClient Application Path: D:\Program Files\Microsoft CRM\CRMMobile\Administrative Interface\ Machine name: servername Process information: Process ID: 3460 Process name: w3wp.exe Account name: NT AUTHORITY\NETWORK SERVICE Exception information: Exception type: WebException Exception message: The request failed with HTTP status 401: Unauthorized. Request information: Request URL: http://crmserver:5555/MobileClient/AddEntity.aspx Request path: /MobileClient/AddEntity.aspx User host address: User: domain\user Is authenticated: True Authentication Type: Negotiate Thread account name: NT AUTHORITY\NETWORK SERVICE Thread information: Thread ID: 1 Thread account name: NT AUTHORITY\NETWORK SERVICE Is impersonating: False Tag: test Tag: 77963
  - 21
    - Create Workflow email (Without sending) Can I use workflow to create an email activity for the assigned salesperson (To the customer), but not have it sent automatically? I would like the salesperson to have the opportunity to review it and add information before sending. Is this possible without a custome workflow assembly? Thanks, -Chad Tag: test Tag: 77958
  - 22
    - Improve Service Calendar scheduling by using nearest location Hello, I have different sites providing the same service, I want that from service calendar, my users could schedule a service: 1) from the nearest site 2) if no resources available on this site, use any other site with available resources. Is CRM able to do this ? How to enter rules on the service to have this kind of selection ? Thanks for help. CS ---------------- 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=020690a7-89c4-43b6-9923-5dc84ce8870e&dg=microsoft.public.crm Tag: test Tag: 77956
  - 23
    - CRM Alert Error Every 10 Minutes I keep getting this alert error generated from my SBS 2003 Prem server every 10 minutes. I have restarted the server and even just IIS services but it keep coming up. Is something not configured correctly with DNS and CRM 3.0 on this server? Thanks! -Richard K Alert on SERVER at 3/6/2007 4:22:55 PM http://SERVER:5555/MSCRMServices request failed: Critical condition. HTTP Status: 400 Error: Cannot find server or DNS Error Response Time (msec): 0. (WMI Status: 0 ) Tag: test Tag: 77954
  - 24
    - Disabling a CheckBox This is supposed to be a simply thing, need to disable some controls with javascript in IE7, so i disabled in the onload event with this script: var oCrmForm = window.parent.document.forms[0]; if (oCrmForm) { oCrmForm.all.new_bitcheque.Disabled = true; oCrmForm.all.new_flomontoreserva_r.Disabled = true; oCrmForm.all.new_rel_bancooportunidadid.Disabled = true; oCrmForm.all.new_txtnumerocheque.Disabled = true; } All is disabled, except new_bitcheque, this controls is the only checkbox, others are TextBox and Date controls... if any have the same problem ... y try with "d"isabled and "D"isabled and none works... Tag: test Tag: 77953
  - 25
    - Integration crm 3.0 with Central telephone IP Hi, I have a Central telephone IP ALCATEL OmniPCX Enterprise I need know if is possible intregrate with CRM 3.0. Where I find a documents to do? Thank you Tag: test Tag: 77948

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