test test.txt (01/01)

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  - 1
    - Publishing error Can login to CRM application without any issues, can login create Account, contacts no problem. We added custom fields using CRM deployment manager without any issues. Then we try and publish from Deployment manager. The step where you Click Add to select your CRM server, nothing happens and software hang.... If anyone else has a fix for this issue please help CRM is usinning on SBS 2003 box Regards, Kyaw Tag: test test.txt (01/01) Tag: 33131
  - 2
    - how to find the last modified user? Is it possible in CRM to determine who last modified/altered a particular record (of any entity)? Esp, who last modified the details of a particular contact? Thanx Tag: test test.txt (01/01) Tag: 33129
  - 3
    - Steps To Create a Microsoft CRM SMTP Subdomain for Exchange This is my scenario .. In crm server I have an Exchange 2000 (myuser@crm.mycompany.com.mx)installed that only sends emails and I have the Exchange 2003 Organization (myuser@mycompany.com.mx). I want to use the option Creating a Microsoft CRM SMTP Subdomain described in IG but it doesn't work. 1.- We added a subdomain (crm.mycompany.com.mx) where i access crm web interface. 2.- We added a two-way trust relationship between exchange domain and crm domain. 3.- We added a secondary SMTP (@crm.mycompany.com.mx) in Defaul Policy Properties of Exchange 2003 Organization. 4.- We added a secondary SMTP address for each CRM user in Exchange 2003 Organization. 5.- We install CRM Router in both servers. Could somebody explain me which are the requeriments or the right steps to use Creating a Microsoft CRM SMTP Subdomain option because I think I'm missing something but I cant find out what it is .... am i missing some configuration ? .. please help ... BR Karolina Balderas Tag: test test.txt (01/01) Tag: 33123
  - 4
    - One minor thought on 2005... Changing the actions menu to work on a right-click in the grid would make my year! Tag: test test.txt (01/01) Tag: 33121
  - 5
    - email in queue duplicate itself automatically I set a queue in the crm with an CRMEmailEnabled mailbox. When a message come in the queue, this message will duplicate itself in the CRM queue every 4 minutes and every 27 minutes. Did someone experience the same problem ? -- Christophe Tag: test test.txt (01/01) Tag: 33120
  - 6
    - Cannot add new contact All of a sudden our CRM Test server will not allow us to add a Contact. When you are in the Contacts screen, you click New Contact. It will open the appropriate view and allow you to complete the information. However, when you click the Save and/or Save and Close button, we get the error messag: Query Builder Error - No Attribute - it has buttons Try Again or Cancel. Thanks, -- Laurie Calzada Microsoft Certified Developer Sharp Approach, Inc. Tag: test test.txt (01/01) Tag: 33112
  - 7
    - Deployment manager Hi, On one of our installs, we are having an issue with opening the deployment manager to apply liscences. I have made the CRM Security service dependent on the SQL service but still doesn't want to open. ERROR MSG: Snap-in Failed to Initialise, MMC error. Any help would be muchly appreciated. Thanks, Nathan Tag: test test.txt (01/01) Tag: 33111
  - 8
    - change the background color Does anyone know how to change the background color of the homepage. Thanks in advance Tag: test test.txt (01/01) Tag: 33108
  - 9
    - Reassign a user's records in bulk I would like to be able to reassign a user's records in bulk to a new user. I went to Help in MSCRM and found an entry titled "Reassign a user's records in bulk". When I get to the step 3 where I am to find "Reassign Records" under the "Actions" menu, I do not find this option. I tried with an account that is added to the System Administration Role. I also tried with the account that is the System Administration account for our MSCRM installation. I would appreciate any help with getting access to this option. -Todd Tag: test test.txt (01/01) Tag: 33105
  - 10
    - Reports lockdown via security roles This question has been asked but never answered in the newsgroup. How can we lock out CSR's from accessing reports? I have 20 suite licenses, but 11 of my users are low level support personel who do not need to see any reports what so ever and I do not want them to have access to it. How is it done?? John O'Donnell do you know? Thanks in advance for your time!! Regards, Dan Buffham Tag: test test.txt (01/01) Tag: 33096
  - 11
    - Problems with exchange - mails incomplete Hi .. I'm having this problem a week ago and i have no idea what's going on . I had a test environment with CRM, SQL and Exchange all in the same server and it worked ok ... but now I'm trying to pass CRM to production environment the only change is that we want to use Exchange Organization Server .. I uninstall the Router from the CRM server and install it in the Exchange Organization Server and it doesn't work correctly ... I use some rules to send emails and they are send but incomplet ... the contact only receives the first letter of the Body Email .. CRM server and Exchange Server are NOT in the same domain .. do i need to configur something in Exchange server ? What am I missing ? ... BR Karolina Balderas Tag: test test.txt (01/01) Tag: 33084
  - 12
    - Some people can't promote from sent items We have one user that's getting an error trying to promote from sent items: "An error occurred while trying to promote the e-mail. Try again." Now, I've read enough threads to know that it can't / shouldn't be done. Problem is, everyone else can promote from their sent items, including me. I haven't gotten into checking his Outlook settings, Office 2003 updates, or Windows XP updates, but I wanted to get a 'heads-up' from the general populace before I really go deep into this. :) Tag: test test.txt (01/01) Tag: 33082
  - 13
    - Error opening objects in Sales for Outlook XP SP3 Hi there! Our customer has clients with Windows XP and Outlook XP SP3. We have installed Sales for Outlook and everything worked fine. Now, as the Sales for Outlook User want's to open any Object (e.g. Accounts -> doubleclick on an account) he receives an error message "An error has occored. For more Information contact your system administrator." By the way, the user has enough rights to open the object and everything works perfect when we use the webclient. Has anyone a good idea? Thanks in advance for your assistance! Bernd Tag: test test.txt (01/01) Tag: 33079
  - 14
    - Reports Hi, How to know the reports name and where I can find it. Thamks in Advance Tag: test test.txt (01/01) Tag: 33074
  - 15
    - RE: linking Contact to Opportunities... we are trying to solve an issue where we need to track a Contact's "role" to an opportunity...a contact can be associated to more than one opportunity so defining the role at the Contact level wont make sense and it seems that we can't customize the ContactOpportunity object (which links contacts to opportunities) ; does anyone know whether this will be customizable in v2-0? if not is there any way to customize the ContactOpportunity object? thanks! Sunish Tag: test test.txt (01/01) Tag: 33073
  - 16
    - How can i null out a field going through CRM Update object I have a custom field that i want to set back to null. Any ideas how i can do this through the object.update function? thanks Tag: test test.txt (01/01) Tag: 33066
  - 17
    - Realistic Data Migration Costs A client of mine was quoted $4,300 to migrate 2,500 records from a system which could export to .txt files. The only consideration from a straight import data view point, was that each Contact was related to an Account. The only details which were required to be imported were contact details (address, phone, mobile etc) and the association with the parent company. To my way of thinking, this is a serious design flaw of MSCRM if it requires this amount of work, to simply show the link between the contact and the account - am I missing something??? It would have ben far cheaper I know to use Scribe. I would rally, really really appreciate some feedback here on what the implications of using the DMF are, and if there are some guidlines. If you have 1,000 otherwise flat records to import, but need to import their Account relationship - how long would this take? Thanks in anticipation Cathy Tag: test test.txt (01/01) Tag: 33063
  - 18
    - CRM Request timed out I installed CRM and it works well but i have one problem that when i come to office every day or after 1 or 2 hours and when i check the CRM server it stoped and when try to start it http://crmweb then it hangup for long time and mostly i get error after shut down and restart server it works well or i refresh is many times. i dont know what is wrong with this? I note that in Crystal Configuration Manager---> WinHTTP Web Proxy Auto -Discovery Service is Stopping On the right click only Properties is active all other are not active And In services Crystal Configuration Manager---> WinHTTP Web Proxy Auto -Discovery Service is Stopted On Properties Startup Type: Automatic but Service Status: Stopping and all buttons are not active During hangup i get this error message Server Error in '/' Application. -------------------------------------------------------------------------------- Request timed out. 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.Web.HttpException: Request timed out. 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: [HttpException (0x80004005): Request timed out.] -------------------------------------------------------------------------------- Version Information: Microsoft .NET Framework Version:1.1.4322.573; ASP.NET Version:1.1.4322.573 I need your help to solve this problem. -- Olav Click Soft Tag: test test.txt (01/01) Tag: 33062
  - 19
    - Activities of the week on homepage Is there a way to show all activities for the week on the homepage instead of : - PastDue, - Due for today - Due for tomorow What about, du for this week? thanks Tag: test test.txt (01/01) Tag: 33061
  - 20
    - Button functionality in RS Manager Apologies right away if this is a dumb question - I've cast about t'internet looking for any references and, not finding them, wound up here looking for assistance. Working in RS Manager, having uploaded report files, when trying to set a shared data source, clicking the Browse button results in nothing happening - no status bar action, no spinning IE globe, just button down, button up, no actions firing. Seems to be the same with the Change Location button when creating a linked report too, if that shows any consistency. If I edit a folder and click Move, I get the tree view of my folders and am able to move a folder, which I'm guessing is using the same kind of action. Any thoughts, greatly appreciated. -- Paul. Tag: test test.txt (01/01) Tag: 33059
  - 21
    - SFO client install error hello... i have got a problem that the shortcuts and the crm icon in the mail box will not show out when i install the SFO client software and I got the error message "Setup has failed because of an error. Setup unable to install the .msi file for Microsoft CRM SFO" I have tried to uninstall the software many time, even i changed the Domain but the problem still happened. does anyone get the idea how to resolve it? Thanks Tag: test test.txt (01/01) Tag: 33056
  - 22
    - RE: MSCRMDeletionService -- change frequency... i am trying to modify the frequency for the MSCRMDeletionService...there is a registry value in the HKLM\Software\Microsoft\MSCRM\ key named DSRunInterval. one of our servers has this value as a REG_SZ (string) value while another server has it as a DWORD (number) value ; does anyone have an idea what format this value should be? and also is it based on seconds? thanks! sunish Tag: test test.txt (01/01) Tag: 33054
  - 23
    - Teams I believe a team can't be deleted on the CRM site once it is created. Can the teams be deleted directly in the database? what are the possible problems we are going to look at? Has anyone tried it? Regards, Rose. Tag: test test.txt (01/01) Tag: 33051
  - 24
    - schema field definition Hi, I just wanna know where to find the definition of the schema field in the MS CRM Schema Manager's Attribute Manager tool (ie. currency, number, memo, ect) Thank you, Alphonsus Eka Tag: test test.txt (01/01) Tag: 33050
  - 25
    - Different Contact forms in the one deployment A client has a need to use different forms for two separate divisions, as they use very different terminology. Is this at all possible in one Server deployment? Understand you could have two deployments, but they need to be able to amalgamate the information. Has anyone had any experience or ideas with this? Any help on the best way to go about this would be much appreciated. Many Thanks Cathy Tag: test test.txt (01/01) Tag: 33041
- Next
  - 1
    - Create new Letter templates Hi All, Currently I am creating new templates by: 1. Do a letter merge from Slaes for Outlook choosing blank template 2. Save the letter template (as a .dot) into the directory c:\Documents and Settings\<network login>\Application Data\Microsoft\Templates\Mail Merge 3. Use the insert merge field on the toolbar to insert the fields you want in the letter. 4. Cancel the Sales for Outlook merge and then it is available. Questions: 1. Is there an easier way to do this ? 2. How do I add extra fields/custom fields to the "insert merge field" list Thanks in Advance Julie Tag: test test.txt (01/01) Tag: 33038
  - 2
    - Birthday in Advanced Find When one select the Contact table and the field, Birthday, the only condition that works is â??Contains Dataâ??. All other forms of a Birthday query state, in grey text, â??No Contact records are available in this view.â?? The text appears in the area where the records would appear if the query was successful. Thanks in advance. Tag: test test.txt (01/01) Tag: 33037
  - 3
    - Serial emails Hello, is there a possibility to send serial emails out of MS CRM with attachment or are there any suitable add-ons for it? Thanks Tag: test test.txt (01/01) Tag: 33036
  - 4
    - Setting Up Sales Processes BACKGROUND: I'm wanting to create sales processes that have NO ACTIVITIES automatically assigned . . . I just want the reps to update the sales stage as it moves along. And I know the sales rep can manually move it along even if there are activities, but I would have to create a lot of unnecessary "pseudo" activities. QUESTION: So, how would I go about creating a 4 stage sales process that is COMPLETELY dependant on the sales rep, not whether or not activities are done? When I tried to do this by creating a 4 stage manual process, the opportunity was just automatically updated all the way through to the end because there were no "wait" conditions. -- Brandon Smith IT Director Presentations Direct - Specialized Office Equipment & Supplies http://www.presentationsdirect.com Tag: test test.txt (01/01) Tag: 33035
  - 5
    - Appointments cannot sync When I create an appointment in SFO (via CRM Appointment button), I get an error that says â??An error occurred while trying to synchronize the appointment information to the Microsoft CRM systemâ?? This only occurs when I have multiple people on the appointment invitation. If I am the only attendee, it works fine. Tag: test test.txt (01/01) Tag: 33034
  - 6
    - Need Help with Conflicting Fonts Currently my sales reps use 40 different email templates to communicate with prospects and clients. Additionally, these HTML email templates use Verdana - 10pt. Font. We choose this font because it is easier to read than the other fonts. The problem is that when my sales reps try to modify/personalize the email template prior to sending - the have to resize and reformat the font of what they entered. My questions are as follows 1. What is the default font and pt. size for email templates in MSCRM? 2. Is there a way to set the default font and pt. size for all emails to 10pt. Verdana? Thanks doug Tag: test test.txt (01/01) Tag: 33031
  - 7
    - IIS reset (iisreset) causes workflow to enter paused state I am getting a paused state on my very first workflow call when posting a url to the web server when I do an iisreset on the server. I realize this code has to compile, but I believe it may be compiling for too long and therefore CRM WF is timing out. How do I get around this issue. Note: After the first url call to the web server, everything works fine --- until another iisreset. Thanks for your help in advance Tag: test test.txt (01/01) Tag: 33030
  - 8
    - Change Cascade Behavior for Assign/Share in CRM2.0 - Your input ne I have read through postings in the newsgroup and also talked in person with a few partners on problems with current product behavior with Assign, Share or Set Parent operations. The new user gets access to all related records that is not what is desired in many situations (closed orders, opportunities, quotes, appointments shouldn't change owners for example). We are in the midst of considering a design change for this behavior. I would like to solicit your feedback to help us resdesign the behavior to meet majority of customer needs. Do customers want to change cascade behavior as a matter of policy for their business? Eg - When an account gets reassigned, opportunities don't. When an account gets reassigned, only active/open related items get assigned. etc.. Or Do customers want to change cascade behavior more on case-by-case basis. Eg - if a user X leaves, their accounts A, B & C gets reassigned without any related records, accounts D & E gets reassgined along with all open related records... Unless there is a strong feedback against it, we currently are considering the designs for first case above as the second case has broader change impact and ease of use concerns (would end-users be happy with having to make this choice everytime they want to assign or share a record?) We appreciate your feedback. -- Naveen Garg Program Management Microsoft CRM Group Tag: test test.txt (01/01) Tag: 33027
  - 9
    - Account Activity Blackout Dates Hi, My group is using CRM, and we need the ability to add blackout dates to our accounts. That is, we need to be able to prohibit certain accounts from being scheduled for an activity during particular time periods. Does CRM have any built-in functionality that allows for this? Thank you! -Dave- Tag: test test.txt (01/01) Tag: 33025
  - 10
    - Looking for help...I can't send e-mail using CRM web client I'm having a problem with trying to send e-mails vie the CRM web client. When I try to send the e-mail I get a pop-up with the message in bold "Unexpected Error" "An error has occurred. For more information, contact your system administrator". I've checked the event logs, no errors are showing up in either my CRM server or my exchange server. I'm lost, new to CRM. Any help or ideas is appreciated. Thanks, Tag: test test.txt (01/01) Tag: 33024
  - 11
    - Workflow not working Hi, I seem to have a problem with workflow, it is a new installation installed as per the book. The problem is that the worksflows I have created do not show up in workflow monitor and also don't seem to work. I can create the workflows OK, I can activate them, I can get Workflow monitor to start but it report no activity at all. I have restarted service several times and even rebooted the server complety. I have no errors reported and nothing in the event viewer ?? The only thing I can think of which has contributed to this may be the fact that I have set up SQL Mail to report on status of jobs etc on the SQL Server and that involved a bit of fiddling with login ID's etc to get it to work. As this is the first time on this server I have tried workflow I do not know if it has ever worked Any pointers Many Thanks Biffo Tag: test test.txt (01/01) Tag: 33020
  - 12
    - Add fields to SFO Mail Merge Is it possible to add additional fields to the Mail merge fields list when doing a mail merge in Word? I can access most of the fields I need for the mail merge but not all of them. Can someone please shed some light on how Word or MS CRM determine which fields can be accessed in the mail merge list? Thanks, John Tag: test test.txt (01/01) Tag: 33018
  - 13
    - Formatting phone numbers in CRM via background service I'm trying to figure out the easiest way to get a whole lot of phone numbers formatted correctly in CRM. We have ~90,000 accounts and ~110,000 contacts in our database. Looking at the account and contact schemas, I'm seeing 24 fields that may need to be formatted: Account -telephone1 -telephone2 -telephone3 -fax -address1_telephone1 -address1_telephone2 -address1_telephone3 -address1_fax -address2_telephone1 -address2_telephone2 -address2_telephone3 -address2_fax Contact -telephone1 -telephone2 -telephone3 -fax -address1_telephone1 -address1_telephone2 -address1_telephone3 -address1_fax -address2_telephone1 -address2_telephone2 -address2_telephone3 -address2_fax Now, pulling all of these records with 12 fields each using a CRMQuery object (SDK) is pretty much out of the question. Every query I put together either times out or throws some other error. What I want to know is if I can go straight into the AccountBase, ContactBase, and CustomerAddressBase tables and modify the values there instead of pulling/updating them using a CRMQuery object. I would set this job up as a Windows service and let it run every few days to keep all of the phone numbers formatted correctly. So...are there any potential problems doing it this way, or should it be fine? Thanks in advance, Jeff Tag: test test.txt (01/01) Tag: 33016
  - 14
    - Anyone out there using C360's activity summary? There is an update for the activity summary that contains more columns - I installed the upgrade on my server and the web ap on the server works fine, but I can't get it to work on the client outlook or client web ap. When I click on summary from the client, I get "Access to the path "c:\inetpub\wwwroot\Custom\c360 \UserPreferences\{F254BFF5-19FD-4F80-879E- ACE55B131B83}.config" is denied." When I go out to this path - this file isn't there. There is another file {different GUID}.config. Anyone have any ideas? Thanks, Jen Tag: test test.txt (01/01) Tag: 33012
  - 15
    - copy customizations from CRM test to CRM Production so far I have been able to make succesful customizations to the CRM Test version where I was trying the various tools. Since all my customizations were under the microsoft framework so I was trying to get the same moved over to CRM Production in a way that I do not have to do them over again. Is there a tool that I could utilize for the same. Also, by doin so would also the data under test be moved to Production, if not, is there a way to go around with the same. Thanks for all your help. g Tag: test test.txt (01/01) Tag: 33006
  - 16
    - Mapping question Hi All! I want to add on account form new field that mapped to some user. Something exactly like "owner". I've looked through Development Manager and could find a way. Can I? If so need step by step assistance. Thanx for advance. Tag: test test.txt (01/01) Tag: 33003
  - 17
    - Resolving Case Error - "An error has occurred ... contact sys admi Web client - One of my users is having problems resolving cases. The error message dialog appears with the following message: "An error has occurred. For more information, contact your system administrator." I've checked the event viewer on the server but can't find any further information. The user is in the same Business Unit with the same Role as other users who can resolve Cases without a problem. The user owns the case that he's trying to resolve. We've run a full Publish through deployment manager and IISRESET to ensure all customizations were published. The user runs the web client through a Citrix terminal so I got our Citrix administrator to clear the session cache, still no joy. The user has also rebooted his terminal. Any ideas? Thanks, Richie Tag: test test.txt (01/01) Tag: 33001
  - 18
    - Deleting multiple contacts Can you do this? I have searched the documentation and the forums for information but there is only stuff dealing with deleting single contacts I am fairly new to the product but I would expect in contact view, to be able to select multiple contacts and hit the delete key, or choose a menu option or toolbar button. There must be a way to do but I'm going crazy trying to find it. Can anyone help? Tag: test test.txt (01/01) Tag: 33000
  - 19
    - CRMcontact API - Retrieve Is there and way to export the contact information using the api without the guid for the indiviual contact that you want to pull. I need to pull all contact information after a certain time stamp and send to another system (oracle) that uses the information. I know this process can be done through sqlserver but need to know if it can be done through CRMapi's Thanks Bryan Tag: test test.txt (01/01) Tag: 32999
  - 20
    - CRMcontact API - Retrieve Is there and way to export the contact information using the api without the guid for the indiviual contact that you want to pull. I need to pull all contact information after a certain time stamp and send to another system (oracle) that uses the information. I know this process can be done through sqlserver but need to know if it can be done through CRMapi's Thanks Bryan Tag: test test.txt (01/01) Tag: 32998
  - 21
    - Modify activity views Does anyone know if there is a way to modify the views for activities? We are trying to use the CRM calendar in a list view as a workaround for not having group calendaring. We want the activity to be attached to customer records, but I know we can't see other users calendars. We thought that we could add the owner and date due column to the view. Then, when looking at all activities, we could attempt to use this as a workaround. But I can't see any easy mechanism to modify the activity views. Any ideas? Tag: test test.txt (01/01) Tag: 32992
  - 22
    - SFO Installation Error When installing SFO on a machine, it tells us we need to install the MSDE (sp3a) and the update to to MSDE (sp3a). We accept this items and click next, it appears that the installation starts, but then returns the following error: Setup has failed because of an error. Setup was unable to install Microsoft SQL Server 2000 Desktop Engine (SP3a). Install it separately and restart setup.exe. I can't see to get the MSDE to install separately - the install for it won't run either. Help! Tag: test test.txt (01/01) Tag: 32991
  - 23
    - PostUpdate. How to get old-value? Hi All! I'm interested in getting old-value of updated fields. As i understand OrigObjectXml contains updated fields and its new values. But i want to know old-values also. Thanx for advance! Tag: test test.txt (01/01) Tag: 32989
  - 24
    - Required rights to view all account Hi, I'm trying to give a role the rights to view all account. I've granted "Organization" access in the "Read" column of "Account" but user having this role cannot see them all and this, 24h later... is it normal? thanks Tag: test test.txt (01/01) Tag: 32987
  - 25
    - different fiscal periods Set different fiscals period template for dfferent users. I understand that CRM can set the fiscal period but i cant set a different fiscal period for a second user. Coz users have differnet fiscal period quota Please tell me that there is a way around this?? Thanks Regards, Tag: test test.txt (01/01) Tag: 32986

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