CRM token Limit

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- Previous
  - 1
    - emails in the CRM queue Hello, I had eMails in my queue in CRM. I thought, there are only activitys... Runs there something wrong? In which cases are eMails in the queue? How can I set a status? greetings, Stefan Tag: CRM token Limit Tag: 61210
  - 2
    - two copies of every email in crm3 Hi Whenever a user sends an email message from within a crm3 account as an activity, two instances of the original message subsequently appear in "history." how do i ensure that only 1 instance of an email is kept? many thanks in advance Tag: CRM token Limit Tag: 61209
  - 3
    - Cannot upload rdl report to CRM 3.0 with SQL Server 2005 Rep. Serv Although exisitng reports work fine with the SQL Server 2005 Reporting Services back-end, attempt to add new ones always fail on "an error occured while trying to add the report to microsoft crm" Rdl file has been generated by Visual Studio 2005 own data source. Accidentally, I tried to modfy existing reports with VS 2005. There are problems with Data Sources. As an example, Account Summary's DSAccntSmmryReport was transated with to: declare @sql as nvarchar(4000) set @sql = ' SELECT top 10 CAST(accountid as nvarchar(100)) as AccountID, name, '''' as None FROM (' + @CRM_FilteredAccount + ') as fa' exec(@sql) -------------- This is invalid syntax! Thanks for help ! Tag: CRM token Limit Tag: 61208
  - 4
    - Is Outlook CRM 3.0 PlugIn a joke or is it my failure??? Hi, after very bad experience with CRM 1.2 I thought I would give CRM 3.0 a second chance (and they will get a third one too). My first impression was: Why are the Icons in the tree not the same as they are in the webfrontend! Okay after this I started working. I thought that email tracking would be great for me. So I started to add my email (I write them in Outlook) to the Support Cases. They were automatically added to the history - great! I got the response (also added to the history) and answered. So from my part, I think I am done with this. But CRM still has a new activity in my queue - the answer from the customer! Why doesn't CRM recognize that I have answered the email and delete (or handle in other way) the activity in CRM? - Next thing is that my Outlook is slow after I installed the CRM Client. - I am not able to shutdown my computer if Outlook is still running! I hope that someone can help me with this. thx in advance Bjoern Tag: CRM token Limit Tag: 61202
  - 5
    - CRM 1.2 -> 3.0 Upgrade failure Hi, I am trying to get an install of CRM 1.2 upgraded to 3.0 but am running in to some issues when I try to. The installer fails with the following warnings and errors: Warning: The indexes on the Microsoft CRM database are not consistent with Microsoft CRM 1.2 indexes. Warning: Discrepancies were found in the read-only metadata. Error: Microsoft CRM 1.2 database export failed. The installer log files has the following line: 14:09:13| Error| Check ExportXmlValidator : Failure: Microsoft CRM 1.2 database export failed. We have previously been able to upgrade 1.2 to 3.0 successfully in our test environment. Our database has also had no customizations or 3rd party applications installed. We have tried installing over the top of the machine with 1.2 installed and also tried to install 3.0 on a fresh box pointing to the old 1.2 databases. The installer finds the databases fine but continues to fail with the above errors. Any ideas? Tag: CRM token Limit Tag: 61198
  - 6
    - Upgrade to 3.0 with named instance in SQL So, I've read SQL instances are not supported for 3.0.... Now I am faced with the challenge of moving my SQL databases to another SQL server using the default server and then moving them back after reinstalling SQL? Here is my setup: CRM Server has CRM 1.2 installed along with SQL DC is seperate from CRM server Does anyone know of any instructions on doing this? I've looked at the redeployment tools, but believe they are directing me to start with a seperate OU in AD?.? Thanks for the help. I would have thought the gurus at MS would have thought of this..... Thanks, James Tag: CRM token Limit Tag: 61195
  - 7
    - Sorting by more than one field... Hi I want to sort 'opportunities' in the 'all opportunities' view by more than one tab. I.e by Owner and by Account. At present I can only sort by one tab. Is it possible to sort by more than one as in Outlook? Thanks Tag: CRM token Limit Tag: 61194
  - 8
    - Web Discovery Service Hi, I'm having trouble setting up the Web Service on our CRM box. I have tried to work out the reason why, but cannot find it at I am able to find the web service @ http://<crmserver>/mscrmservices/2006/crmservice.asmx once I find it I change the Web Reference Name to: CrmSdk then Add Reference. Unable to cast COM object of type 'System.__ComObject' to interface type 'EnvDTE.IVsExtensibility'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{3C536122-57B1-46DE-AB34-ACC524140093}' failed due to the following error: No such interface supported (Exception from HRESULT: 0x80004002 (E_NOINTERFACE)). Any help would be greatly appreciated. Thanks Then I get a pop up title: Web Discovery Service Unable to download following files from: http://<crmserver>:5555/mscrmservices/2006/crmservice.asmx?wsdl Do you want to skip these files and continue? Obviosuly, if I accept I get just crmservice.disco crmservice.discomap Other things that may or may not be relevant are when clicking on the hyper links of the service ie. Create.. Update, in the 'Web services found at this URL:' I get the following message. Tag: CRM token Limit Tag: 61193
  - 9
    - Disabling a Tab via Jscript Hi, I have a few custom tabs which I would like to disable upon certain criteria. Is there any way of disabling an entire tab? I do know you can hide it, but it leaves a huge gap in the tab title when it's hidden. Any advise is greatly appreciated. Thanks. Tag: CRM token Limit Tag: 61192
  - 10
    - Creating appointments from workflow Any ideas on how to handle the issue of not being able to create appointment activities via workflow ? Is there a reason why Microsoft has decided not to include such a fundamental and basis feature in the workflow engine ? Any examples on how to bypass this issue ? Any third-party products ? Thanks Nicos Papaioannou Tag: CRM token Limit Tag: 61187
  - 11
    - How to create a filter to see sharing records Hi, With standard view you can see My_Active or All_Active records. You can't assign a record to a team... How I can see all records that other users share with me? Seems I can't find anything in the filter related to Sharing... Simple example: Each sales (user) has individual contacts but also there are common contacts among them that they would like to see, share and update. How I can filter contacts assigned to me and shared with me? Thanks, Eugene Tag: CRM token Limit Tag: 61186
  - 12
    - Opportunity salesstagecode vs. stepname Hi All, Iâ??m working with a sales process that sets the Opportunity.salesstagecode value to the appropriate sales stage as it progresses. This works fine until the sales reps manually step backward in the sales process. As you know, this backward step breaks the sales process automation. Therefore, the salesstagecode value is never again updated by the sales process, which breaks some reports that weâ??ve developed. My question has to do with the reason for the salesstagecode picklist in the first place. Iâ??m not sure I understand why it is there at all if the stepname attribute is the only one that is accurate (being updated by the change in sales stages regardless of the sales process automation). Iâ??m pretty sure that Iâ??m just missing a subtle difference in these fields. Is the Sales Stage picklist there for backwards compatibility? Is it there to allow organizations to elect to indicate sales stages by simply selecting a value instead of using the built in Sales Processes? Thanks J Tag: CRM token Limit Tag: 61185
  - 13
    - Booking appointments on behalf of others. Quite often I book appointments for others. When I do, CRM also books me in for the appointment as well, even if I change the ownership and assign the appointment to the proper user. The only way I havbe found to keep CRM from booking me into the appointment is to remove myself as organizer. I would like to be able to book appointments for others, and keep myself as the organizer without CRM booking my time as well. Is this possible? Tag: CRM token Limit Tag: 61184
  - 14
    - Reporting on Opportunities Hi all, Can someone please tell me how to properly link the following tables : OpportunityBase SystemUserBase BusinessUnitBase AccountBase ContactBAse The goal is to report all opportunities by account (regardless whether the opportunity is attached to a contact or account) My problem is that most people attach the opportunities to a contact and even though the contact is attached to an account I can't get the account name to display. For all opportunities that are attached to a contact the account name is <NULL>. Here is what I got: SELECT dbo.BusinessUnitBase.Name AS BusUnit, dbo.SystemUserBase.FullName AS RepName, dbo.AccountBase.Name AS AccountName, dbo.OpportunityBase.Name AS Opps FROM dbo.AccountBase RIGHT OUTER JOIN dbo.ContactBase ON dbo.AccountBase.AccountId = dbo.ContactBase.AccountId RIGHT OUTER JOIN dbo.BusinessUnitBase RIGHT OUTER JOIN dbo.SystemUserBase ON dbo.BusinessUnitBase.BusinessUnitId = dbo.SystemUserBase.BusinessUnitId RIGHT OUTER JOIN dbo.OpportunityBase ON dbo.SystemUserBase.SystemUserId = dbo.OpportunityBase.OwningUser ON dbo.ContactBase.ContactId = dbo.OpportunityBase.ContactId I am fairly new to CRM and so is the sales team so nobody truly understands how how the account/contact/opportunity structure works. Thanks in advance for your help. Tag: CRM token Limit Tag: 61183
  - 15
    - Printing or Emailing a Quotation to a Customer I have created Customers, Accounts, Price Lists, Product Catalog in CRM 3.0. I create and activate a Quotation. Now, how do I get this quotation to the customer? Does Microsoft CRM allow me to define standard quotation templates, and send them off to the customer? I have gone through the online documentation, and my CRM books, and I can't find any reference discussing how a customer gets the quote generated in Microsoft CRM. Surely there must be some way of automating the quotation layout & sending. Thanks, Andrew. Tag: CRM token Limit Tag: 61177
  - 16
    - status for custom entity I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ?? instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there is a way to set those statuses directly. I couldnâ??t find any. So I change them by modifying the exported XML file. It works but I still only have the â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the active and inactive states. Is it possible to customize the menu so that my entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe there is another way to solve this problem. Can anyone help me with this? Thank you very much! Tag: CRM token Limit Tag: 61176
  - 17
    - create a incident from a phonecall Hello I try to create a incident from a phonecall task. I need some data from de phonecall. (eg subject) but i have an error:Object reference not set to an instance of an object This is the code: phonecall llamada = new phonecall(); llamada.activityid = new Key(); llamada.activityid.Value = new Guid("{1C051B92-06EF-DA11-B02C-000D6155052C}"); string subject = llamada.subject.ToString(); how can i identify a phonecall and his data? thanks Tag: CRM token Limit Tag: 61172
  - 18
    - settings/rights required for report upload? Hi, i've just created my first report in the visual studio, using a tutorial. When i'm uploading the report the following hits the screen: An error occurred while trying to add the report to Microsoft CRM. Try adding the report again. If this problem continues, contact your system administrator. I'm a system administrator role, the standard from the englisg CRM demo. (Thats what i'm using within virtual pc 2004 to test CRM report possibilities. (Restricted acces mode is OFF) Why do i get this error message, are there more settings i should adjust someplace? Does it have anything to do with the fact that i'm making reports on a demo CRM install (english standard demo server), where some components might be missing? thanks Kas Tag: CRM token Limit Tag: 61171
  - 19
    - array in a lookup field Hello, I need to select more than one contact from the lookup field, how can i do that? I think it is with an array but how can i do that? That only alows me to select one contact... -- Regards, Raquel Tag: CRM token Limit Tag: 61166
  - 20
    - VAT in CRM 3.0 for non-programmers Ok, I know this has been done to death over this newsgroup but no-one has come up with an answer that I can use yet. What I need is the functionality within CRM to calculate tax as a percentage instead of a numeric value. We only have two rates at the moment (17.5% and 0% - UK VAT rates) so it simply needs to be one or the other. The problem lies in me not being a programmer. I can blindly insert code that is given to me if I am told where to put it & don't mind putting in a bit of work to do this. Also, we are using the SBS CRM software that comes as part of the Microsoft Action Pack as we are not a hugely high-profit company and so we can't really afford to shell out large sums of cash to developers to contract out the work. :( Can anyone provide a solution that is simple to implement (even if it is long-winded) and not hugely expensive? Many thanks, RobC. Tag: CRM token Limit Tag: 61165
  - 21
    - read receipt on crm e-mail Hi, How can we make read receipt enbaled in crm e- mail , so that we know that if the customer has read the e.mail or not? Sometimes we have to send important contract and we want to make it sure that customers have read the e-mails. any help or suggestion? Aami Tag: CRM token Limit Tag: 61164
  - 22
    - Activity view The activity view whom is in the database from MSCRM 3.0 is not working, the table activitybase is missing. Is there a solution for this problem, can we maken the view ourself, and when we do that what is the join structure. Tag: CRM token Limit Tag: 61163
  - 23
    - Can one use Microsoft CRM 3.0 SBE in a multi server environment We are recommending Microsoft CRM 3.0 to a customer who has the SQL Server database on one box, Exchange on another and the third box will house the CRM Server. Can this server be SBS Premium with the CRM SBE CALs?? Is this allowed? Or is it tied to the Win Server 2003? Any ideas on this one?? Tag: CRM token Limit Tag: 61161
  - 24
    - Registration process stops because of authentication issue Hi, trying to register a customers version 3 crm server and the registration ends with an error saying it needs an internet connection blah, blah, blah. When looking through the crmreg.log file it specifies: 12:59:36| Error| The underlying connection was closed: Unable to connect to the remote server. The remote server returned an error: (407) Proxy Authentication Required. It is installed on SBS 2003 and has ISA 2004 running on it. Any ideas of how to get through the firewall or provide authentication details as part of the registration process? Thanks, Chris Tag: CRM token Limit Tag: 61158
  - 25
    - CRM Crashing Exchange Here's what i'm getting. When it happens Exchange and CRM stop functioning. A reboot temporarily solves this. Win 2003 SBS w/exchange 2003. Event ID 1000 Faulting application w3wp.exe, version 6.0.3790.1830, faulting module CRMCache.dll, version 3.0.5300.0, fault address 0x0003cb39. Thanks, JHo Tag: CRM token Limit Tag: 61154
- Next
  - 1
    - Could not complete Ph calls after upgrade to version 3.0 After upgrading to version 3.0 Could not complete Phone Calls Activities, When you try to complete it, it comes up with the followin errors. Any ideas, how we could fix this issues, thanks. Regards, Kyaw Microsoft CRM Unhandled Error Details: Server Error in '/' Application. ------------------------------------------------------------------------ Server was unable to process request. 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.Services.Protocols.SoapException: Server was unable to process request. 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: [SoapException: Server was unable to process request.] System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapCl ientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) +1496 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +218 Microsoft.Crm.Platform.Proxy.PhoneCallWebService.Retrieve(Guid id, ColumnSetBase columnSet) +100 Microsoft.Crm.Application.SMWrappers.PhoneCall.OMRetrieve(Guid id, ColumnSet columnSet) +55 Microsoft.Crm.Application.SMWrappers.ObjectBase.OMRetrieve(Guid id) +34 Microsoft.Crm.Application.SMWrappers.ObjectBase.InternalRetrieve(String id, String columnSet) +72 Microsoft.Crm.Application.Platform.ActivityBase.InternalRetrieve(String id, String columnSet) +25 Microsoft.Crm.Application.Platform.Entity.Retrieve(String columnSet) +126 Microsoft.Crm.Application.Platform.Entity.Retrieve() +23 Microsoft.Crm.Web.Activities.BasicActivityPage.ChangeState(Object sender, DataEventArgs e) +252 Microsoft.Crm.Application.Forms.DataEventProcessor.Raise(FormEventId eventId, FormState state, User user, String objectId, Entity entity) +176 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +89 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.Activities.BasicActivityPage.ConfigureForm() +198 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: CRM token Limit Tag: 61152
  - 2
    - about SQL Server Reporting Services when i create a report in Microsoft Visual Studio .NET 2003, named Report1.rdl, and it's SQL: SELECT name, price, producturl FROM FilteredProduct there is many record in database,but it has none record in Report1 what's the matter? thanks! Tag: CRM token Limit Tag: 61151
  - 3
    - Default appointment status CRM Mobile 3.0 Been using CRM 3.0 for a few months now, and started using Mobile last week. I have noticed that all new appointments created in CRM Mobile default to "Free" status. In our organisation, where appointments aren't put in the system until they're confirmed, this will potentially cause issues with employee scheduling as the Outlook calendar is relied upon to track employee movements. Have tried adding the appointment status field through Mobile Customization, however this only gives the free and tentative options, despite the customiser indicating that the others should be available. The schema inside CRM is read only, so unless there's a workaround, unable to change the default there. We're setup with VIsual Studio, and I can find my way around an XML file, but as yet no experience with metadata editing. If anyone knows of a solution I'm all ears! Tag: CRM token Limit Tag: 61149
  - 4
    - Set Date Attribute to Default to Today's Date I want to have a date field to default to today's date, but for the life of me, can't figure out how to do that with javascript. Can anyone give me some insight? Tag: CRM token Limit Tag: 61145
  - 5
    - Customize entity Hello all I have created new entity and releated it to the form I want. My problem now is that the field is "look up" window and not open text window. How do I change it. Tag: CRM token Limit Tag: 61142
  - 6
    - Opening closed windows If you make a mistake something you can go to edit and hit undo. I accidentally close a open window sometimes and I think you need a undo button for that. Meaning if you close a window on accident or just need to look at it again, which if you closed the window you can't. Add a feature that if you do close the window you can hit say "undo" and it opens the window you just closed back up. ---------------- 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=cd6ff35b-df91-4fb3-9f5c-0553f5a0e072&dg=microsoft.public.crm Tag: CRM token Limit Tag: 61140
  - 7
    - CRM 3.0 on SBS Premiun I get the following error when installing CRM 3.0 on SBS Premium SQL 2000 SP4 I run through the setup wizard and have the wizard create a web site for CRM. At the end of the setup process where the wizard checks the configuration, I get an error web site not found [which of course there isn't one because I want setup to create one]. I've followed the directions in the White Paper Chapter 14 Installing on Windows Small Business Server and still can not get CRM 3.0 installed. Any suggestions. Tag: CRM token Limit Tag: 61129
  - 8
    - CRM 3.0 on SBS 2003 We have a SBS 2003 Premium Edition Box we use as a test bed for testing out programs before we try to sell them to our customers or add the program to our products base. CRM 3.0 sounded like a great program to add to our product line, but after about 5 hours of fidding around trying to get the thing installed following the instructions in Chapter 14 "Installing on Windows SBS 2003" we gave up. Anyone ever install this on a SBS 2003 Premium box and not have any problems with it? Can't sell this to customers when the tech time to install costs more than the product itself because of installation problems. Tag: CRM token Limit Tag: 61128
  - 9
    - CRM Outlook Probleme Hallo NG, in der Doku steht, man soll CRM User enablen, unsolicited mails zu empfangen?? Was ist damit gemeint? Mit dem Regelbereitstellungs-Assistenten habe ich für die CRM User die Weiterleitungsregel zum CRM-Router-Postfach erstellt. Sie ist im Outlook auch da, doch wird sie nicht auf eingehende Mails angewendet. Erst, wenn ich die Regel explizit anwende, werden die entsprechenden Mails als Anhänge weitergeleitet. Ich wollte den Desktop Client per GPOs über eine erstellte administrative Freigabe bereitstellen, doch die Installation brach mit einer Fehlermeldung ab. Im Internet habe ich weitere Postings gefunden, nachdem die Installation per GPO nicht funzt. Ich habe dann konventionell installiert, ohne Probleme. Hat das jemand schon mal per GPO geschafft? Vielen dank für jede Hilfe Hans Rechner Tag: CRM token Limit Tag: 61124
  - 10
    - Provide an easy way to correct mislinked Regarding fields Customers need an easy way to correct mislinked email Regarding fields. It is very easy to accidentally link the Regarding to the wrong Account, Contact, Case, Opportunity, etc. Customers need an easy way to correct mistakes they make. Thanks for your consideration. ---------------- 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=59865ddc-b9ce-4a64-a7ee-427e983eb3c1&dg=microsoft.public.crm Tag: CRM token Limit Tag: 61110
  - 11
    - Auto-populate To and Phone Number fields in Lead Tickler workflow We currently have a Lead workflow set up to generate a tickler Phone Call activity every time a new Lead is entered and saved. The following fields are auto-populated in the Phone Call: Subject, Regarding, Due Date, Priority, Owner, and Description. However, weâ??d also like the To field and Phone Number field in the Phone Call be auto-populated from the Lead Record when the workflow is triggered so that the users donâ??t have rekey this data into the Phone Call. Would we be able to do this within the workflow configuration or would this require some development? Tag: CRM token Limit Tag: 61109
  - 12
    - hello none today Tag: CRM token Limit Tag: 61108
  - 13
    - CRM 3.0 Tracking Token formatting Version 3.0 offers significant improvement in the tracking token (no more 32 char guids!). However, is there a way to move the tracking token a bit more to the right of the subject line. The tracking token is appended right next to the subject message and is confusing .. especially to the recipient. Version 1.2 right justified (to a certain extent) the token on CRM promoted emails. Thanks in advance for your assistance, Rob K IT Director Tax Credit Company Tag: CRM token Limit Tag: 61106
  - 14
    - Saving CRM Appointment REALLY SLOW When we try to create appointments using the Outlook form and then use the "Track in CRM" button and select a "regarding account" . . . it take a LONG time to save and close that window. And it's not a hardware problem as this is a newer machine. Is there a better way to do this or a way to increase performance? -- Brandon Presentations Direct - "Document Finishing Solutions" http://www.presentationsdirect.com Tag: CRM token Limit Tag: 61104
  - 15
    - Cidaemon.exe - Application Error The install of MS CRM 3.0 Outlook offline version requires the action of indexing services, but this causes problems whereby I get an error message popping up frequently with cidaemon.exe - application error the instruction at "xxxxx..." referenced memory at ")x0000". The memory could not be written... I found in some Microsoft site that the same problem has existing in Windows 2000, but nothing relating to Windows XP. In the Windows 2000 case, Microosoft offers a hotfix..... Any insight is appreciated Tag: CRM token Limit Tag: 61103
  - 16
    - XML Formatting How is CRM 3.0 expecting the xml files to be formatted? I am trying to import docs from a previous crm and get this error: The source XML file is not in the expected format and/or contains syntactical errors. Verify that the file is well formed XML and is complete, or try specifying a different file. Any examples would be of a great help. Tag: CRM token Limit Tag: 61102
  - 17
    - Ability to create sub-queues - a queue within a queue The ability to be able to create a queue within a queue would be really helpful for organising different areas. ---------------- 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=9f2ab95f-cc50-4f84-9dc8-e16df3033478&dg=microsoft.public.crm Tag: CRM token Limit Tag: 61099
  - 18
    - Workflow status active, but not working Hello, I have an opportunity that triggered a (sales process )workflow rule on creation. When I look at the the sales process in the opportunity it shows that it's active. When I move from sales stage from eg 20% to 50% none of the workflow activities are kicked off for the 50%. Any ideas? Thanks in advance, Tag: CRM token Limit Tag: 61097
  - 19
    - send out a CRM email on "behalf of" someone else Hi do I have the ability to send out a CRM email on "behalf of" someone else? I have that ability in normal Outlook...will it work if I send as a CRM email too? thank you Tag: CRM token Limit Tag: 61096
  - 20
    - Report of Activities by Opportunity?? I want to see all the sellers activities for an opportunity. Can someone tell me if such a report is possible to build... and if possible how (quick hint)? Thanx a bunch. Mehdi Tag: CRM token Limit Tag: 61095
  - 21
    - Changing the from on a workflow email When a lead is disqualified or qualified, I have an email sent to specific users. The from on the email always selects the owner of the lead. Does anyone know how to change the from to the actual user that disqualified or qualified the lead and not the owner of the lead? Thanks for the help. Angela Tag: CRM token Limit Tag: 61094
  - 22
    - Tracking PST items in CRM I have a user who wishes to track email that's stored in a PST file on his computer in CRM. When he clicks the "Track in CRM" button, he gets an error message about it not being in an active folder or something similar. Is it possible to track PST items in CRM? Thanks in advance. Tag: CRM token Limit Tag: 61093
  - 23
    - CRM Exchange Router Hello, I am using CRM 3.0 and installed router services on exchange 2003 machine. During installation of router i had created crm@domain.com user in AD and added to crm mailbox now i want to deploy rule so that router sends incoming mails on support@domain.com to CRM (and creates activity in crm) Can anybody guide me, how can i acheive this? I will appreciate any help :-) thanx & regards, Tag: CRM token Limit Tag: 61089
  - 24
    - not quoting through CRM A decision has been made that we will not be preparing our quotes through CRM. Is this going to drastically reduce how effective CRm will be for our company and sales reporting? Tag: CRM token Limit Tag: 61087
  - 25
    - Please help with Reassigning Accounts I am still working to get my arms around this CRM installation I have just inherited. Today I sat down to reassign a bunch of Accounts that were owned by sales people that were no longer here. I found the Accounts I wanted to move in Advanced Find and selected the Assign button. Put in the new owner and away they went. What I didn't know was that it was going to reassign everything ever associated with that account! Resolved Cases, Old Emails, Faxes, Phone Calls, everything!!! So I have just essentially wiped out valuable history about all of these accounts because we now have no record of who actually made those activites or worked those cases. Why in the world does it changed the owner on Closed items. This is very bad for us and ME. Please let me know if this is known problem and if there are any fixes. Thanks Greg Tag: CRM token Limit Tag: 61083

Hello,

the CRM Token is limited (e.g. 0000 - 9999). What happends when I send a
eMail after 9999???

greetings,
Stefan

RE: CRM token Limit by Patrick

Patrick
Tue May 30 04:48:01 CDT 2006

It will start at 1 again. Crm just assumes that by the time it roles over the
conversations have fininished
--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl

"Stefan" wrote:

> Hello,
>
> the CRM Token is limited (e.g. 0000 - 9999). What happends when I send a
> eMail after 9999???
>
> greetings,
> Stefan

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