New update to IBF: Anyone work with it yet?

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- Previous
  - 1
    - MSCRM SDK error When creating a quote/salesorder/invoice detail object - if the uomid does not match the uomid of the product, the error "An unexpected error occurred." is returned but the object is created. Tag: New update to IBF: Anyone work with it yet? Tag: 31991
  - 2
    - Workflow manager, User manager in Deployment Manager I have intsalled CRM 1.2 from our msdn subscription..with Adventure works cycle license..on windows 2003 server enterprise edition, which also has MS-SQL 2000 server with Reporting Services. I can access the crm web application through IE...but when i try to run Workflow manager or try the User manager in Deployment Manager...i can't connect...i get the message saying that ...server is not responding...may not be crm server.... i tried names, ipaddress, with and without ports...no luck... i am logged on to the machine/server with Administrator account, which i used to install the crm.... I saw several posts related to this issue...and i tried solutions suggested...but the problem still exists..hence the post..hoping to get new suggestions to try... thanks in advance Tag: New update to IBF: Anyone work with it yet? Tag: 31989
  - 3
    - Error when sending email in CRM I am running SBS 2003 and CRM 1.2 on the same server. The following error occurs when I send an email through our CRM web: Error Description: An unexpected error occurred. Error Details: An error occurred attempting to dispatch the email : A SOAP error occurred: '80040154Class not registered ' Error Number: 0x80040216 Any thoughts??? Douglas Tag: New update to IBF: Anyone work with it yet? Tag: 31986
  - 4
    - Verfying CR in bulk? I've found that anytime I make a change to accounts, leads, etc, that the corresponding reports need to be reverified to sync up the data connections. If I don't they cause errors eaither while viewing or exporting. Is there a way to resync all of the reports in bulk? We have not only the 120 that came out of the box - but another 25 custom reports. I have to open each one and verify - then resave it - and it is just taking too long. Kristina Tag: New update to IBF: Anyone work with it yet? Tag: 31985
  - 5
    - CRM Server Setup Error I unnistall CRM 1.0 When i attempt to reinstall CRM, select existing database. In the next Windows appears this message: "Microsoft CRM Setup could not find valid organization on chosen database. You need to have at least one organization before installing MSCRM." The server is Windows 2000 Advance+SP4, with Active Directory. I not unnistall SQL, and the dataBases. Help??? Tag: New update to IBF: Anyone work with it yet? Tag: 31981
  - 6
    - An error occurred during pricing of a detail line item Tried to create a quote in which I added three products. When I hit recalculate I get an error on the top of the screen which reads 'An error occurred during pricing of a detail line item'. Any ideas. I'm close to using this now but I can't really do much if i cant generate quotes. Any help on this much appreciated. Tag: New update to IBF: Anyone work with it yet? Tag: 31977
  - 7
    - 'In the Next 7 Days' View Problem I have noticed recently, on two seperate CRM installations, that Opportunity Views with a filter on a date field using the conditions 'In the next 7 days' or 'In the last 7 days' no longer work. 'In the next 7 days' seems to return all dates in the future except those that are actually in the next 7 days! 'In the last 7 days' is so erratic that I haven't been able to figure out what it is doing. On both CRM servers these Views have been working for months without changes being made to them. Has any one else encountered this problem or have any ideas how I might fix it? Thanks, Chris Tag: New update to IBF: Anyone work with it yet? Tag: 31972
  - 8
    - Workflow Email query I'd like to use Workflow to automatically generate an email to the Account Owner when a Case is created for one of their Accounts. "Account Owner" is not available as a Logical user. Any ideas how I could do this? Richie Tag: New update to IBF: Anyone work with it yet? Tag: 31969
  - 9
    - DivideByZeroException I've just installed Ms CRM 1.2 on a dedicated server who work with a second server with SBS 2003. All work but i have a problem when i want to send an email from my crm, i have an exception of type DividByZero exception.. Someone know how to send correctly email from my crm ? thanks Alex Tag: New update to IBF: Anyone work with it yet? Tag: 31968
  - 10
    - Problem with product customisation I really need to have suuplie name in the main list of products but for some reason its doesnt appear in the allowable options with all the other fields you can add. I really need this to be there. I know it can be added to the drop down for the product but it really doesn't suit our business to have to click on the product everytime we want to see who the supplier is. Surely theres a way to do this. Anyone? Tag: New update to IBF: Anyone work with it yet? Tag: 31966
  - 11
    - MSCRM Security Service do not start Hello! I have following OS: CRM 1.2 & IIS application server (Windows Server 2003), SqlServer 2000, SP3 (Windows Server 2003) Everything works OK before I run following updates/hotfixes from Windows Update -site to both servers. First I run updates to DB-server following order: KB890175,KB871250,KB885835,KB885836 Next I run updates to CRM-application server following order: KB890175,KB891711,KB871250,KB885835,KB885836,KB885881,KB883935,KB824151 After reboot servers, I got a Service Not Running error when I try to connect to Microsoft CRM. Then I tried to start the MSCRM Security Service (Log On as: Local System account) I get the following error: ERROR 1053: The service did not respond to the start or control request in a timely fashion. I have tried hint from MS support site: http://support.microsoft.com/default.aspx?scid=kb;en-us;870167 Even option 3 do not work. When unregistering service I got error: Service unregistered! -2147467259 (0x80004005) Description: Unspecified error Unspecified error When registering service: C:\Program Files\Microsoft CRM\Server\bin>CrmSecurityService.exe -r -s I got error: Registration failed! -2147023824 (0x80070430) Description: The specified service has been marked for deletion. The specified service has been marked for deletion. -2147467259 (0x80004005) Description: Unspecified error Unspecified error I tried to remove installed updates/hotfixes from CRM application server, but it do not help. I have red CRMs news groups related CRM security Service but there is no help to my problem. What next I should try? Best regards, \Lars Tag: New update to IBF: Anyone work with it yet? Tag: 31965
  - 12
    - Data Migration Problem Hello, i had just read the data migration frameworkguide, and i'm trying to migrate data into the crm database. But i have not the same entries in my cdf_Account_info table, but data is in cdf_Account table present. What is working wrong?? log files are correct. I hope someone can help me! ali Tag: New update to IBF: Anyone work with it yet? Tag: 31962
  - 13
    - Any side effects when customise XSLs and ASPXs file Hi Any side effects when customise XSLs and ASPXs file directly from "C:\Program Files\Microsoft CRM\Tools\XslFiles"...this is in the CRM Server..... I will wait for answers before I modify the files directly. Thanks in advance. Kim. Tag: New update to IBF: Anyone work with it yet? Tag: 31959
  - 14
    - Changing the view on the convert dialog Hi, Anyone out there know where to change the view of Convert Lead dialog box i.e. 1.) Created a new Lead 2.) Clicked on Convert Lead 3.) Convert lead popup dialog appears and I want to change the Potential Customer label to Customer/Partner. Thanks in advance. Kim. Tag: New update to IBF: Anyone work with it yet? Tag: 31958
  - 15
    - Email Template Hi Everyone, When user inserts email template, the body is inserted fine, however not the Subject line. Is it suppose to be that way, or is there something wrong? Your input is much appreciated. Thank you. Tony Tag: New update to IBF: Anyone work with it yet? Tag: 31957
  - 16
    - MSCRM Integration for Great Plains Dear All, Right now I'm trying MSCRM Integration for Great Plains Tool. The issue is how i can integrate primary contact on great plains to contact and primary contact field on account (MSCRM) Please help me Tag: New update to IBF: Anyone work with it yet? Tag: 31955
  - 17
    - Is there a way to identify shared accounts using SQL Is there a way to identify which accounts are shared using an SQL query. Thanks Kim Cannon Tag: New update to IBF: Anyone work with it yet? Tag: 31953
  - 18
    - ReAssign an account shares the account with the existing and new o I have noticed that when an account is reassigned from one owner to another, it establishes a share between each of these parties. Is there a way of turning this option off. Thanks Kim Cannon Tag: New update to IBF: Anyone work with it yet? Tag: 31950
  - 19
    - Unit Problem: diffirent basic unit to a product One product has only one Unit Group, and one UnitGroup has only one basic Unit. Then One product has only one basic Unit. But our business is special. We sell software and provide trainings. For selling, we can use "license" as basic Unit. But we need another basic Unit: Hour. Is there any solution in Ms CRM? Thanks a lot. Tag: New update to IBF: Anyone work with it yet? Tag: 31949
  - 20
    - Some CRM interface features are broken I have just noticed that some of the navigation interface is broken in my installation of CRM. Specifically, the Home, Workplace, Sales and Reports buttons at the bottom don't work (a scripting error occurs). Scripting Debugger gives the following error: Line: 69 Char: 4 Error: Permission Denied Code: 0 URL: http://crm/bar_bottom.aspx?startPage=Home Navigation using the GoTo menu works fine. Any ideas? Tag: New update to IBF: Anyone work with it yet? Tag: 31946
  - 21
    - Anyone tried customizing activity views by editing the SavedQueryBase records? Would editing the SavedQueryBase records directly allow me to add otherwise unavailable columns to the various activities views? I am trying to show the phone number (location) but this column is not available using the workarounds posted for editing the activity views using the CRM GUI. Anyone tried this yet? I am not looking for an officially supported solution - just a functional workaround. Tag: New update to IBF: Anyone work with it yet? Tag: 31945
  - 22
    - Attachments & Notes/History in ACT 2000 In ACT 2000, emails are just attached .det files. How are these emails migrated over to MS CRM. It seems that Saleslogix has a hard time importing attachments from ACT. I was wondering if MS CRM is the same way. I will pretty much need to retain all the Notes/History wheter it's a Note, Email, or Attachment. Thanks in advance. Tag: New update to IBF: Anyone work with it yet? Tag: 31929
  - 23
    - System.DivideByZeroException i've just installed Microsoft CRM 1.2 on a server who work with a second sbs 2003 server... All woks, but i have one problem, when i want to send an email i have an System.DivideByZeroException... Someone know how to correct this exception ? thanks alex Tag: New update to IBF: Anyone work with it yet? Tag: 31925
  - 24
    - Test and Production Install on same server We are looking to install Microsoft CRM on our server. We would like to be able to install the demo database for testing and training purposes and then when ready install our live database. MBS Tech support is telling us that we can use the same SQL Server for the 2 databases but that you can't have the 2 Microsot CRM Server installs on the same server. Has anyone out their found any type of work-around that makes this doable? It is simply not practical for us to add another server to our network simply to install the sample database for Microsoft CRM. How have others dealt with this issue? Any feedback is appreciated. Tag: New update to IBF: Anyone work with it yet? Tag: 31923
  - 25
    - How to relate an Activity to a group of contacts? Is there a way to easily attach an Activity to multiple Contacts. For example, how can I attach the same Task to all the Contacts in New York? Selecting contact by contact is much to time consuming Tag: New update to IBF: Anyone work with it yet? Tag: 31922
- Next
  - 1
    - DST Import into CRM- Test batch count equals 0 We are trying to import out ACT! data into MSCRM using the cdf databases, and have been going along without problems until we get to the test integration- the p_cdf_SetTestBatchCount appears to work fine, but when we go to the cdf_EntityMigrationInfo, the TestBatchCount still reads <null> not the value we set. Any suggestions? Thanks in advance. Tag: New update to IBF: Anyone work with it yet? Tag: 31921
  - 2
    - MSDE Installation Fails with SFO Trying to install SFO (Version 1.2) and it fails when attempting to install MSDE. I get the follow error: "Set has failed because of an error. Setup was unable to install Microsoft SQL Server 2000 Desktop Engine (sp3a). Install it seperatly and restart setup.exe." I am running Windows XP SP2. I have tried disabling the windows firewall but still fails. The CRM server is up and running and I can access it via the http://<crm server name>. Thanks REG Tag: New update to IBF: Anyone work with it yet? Tag: 31912
  - 3
    - error on page I sometimes have the error message "error on page" below in the main ms crm window, when I switch from Sales to Workplace , or from Workplace to Home. Is this a known problem, and is there a solution for this. I do not have it always, and clicking on F5 resolves it.. untill it is back. Any idea ? Wim Tag: New update to IBF: Anyone work with it yet? Tag: 31900
  - 4
    - rename Order to Contract Is there an easy way to rename objects in ms crm ? or is the only way the rename of field-labels and views ? Example: rename account to company , etc.. Regards, Wim Tag: New update to IBF: Anyone work with it yet? Tag: 31899
  - 5
    - CRM 1.2 Massmail Problems with the Subject Line of Microsoft CRM E Can somebody send me an link to the Tech Article? Thanks Alwin Tag: New update to IBF: Anyone work with it yet? Tag: 31898
  - 6
    - hide or show fields in ms crm based on criteria Is there a way to show or hide certain fields or zones based on for example the relationship type on an account screen ? Regards Wim Tag: New update to IBF: Anyone work with it yet? Tag: 31897
  - 7
    - Email Workflow rule. I created an email workflow rule that is applied when someone updates information on an Order. The rule reassigns the order to another individual and emails the new owner. I am wondering how to also CC the Account owner, owner of the originating account (Not Order owner). Thanks in Advance. Tag: New update to IBF: Anyone work with it yet? Tag: 31896
  - 8
    - Private Activity Hi, is it possible to "make private" (for the owner) an activity ? I.e. that others users can't read it even if they can read/modify the object for which that activity has been created ? Thanks for help, regards. Dominique Szczudlak Tag: New update to IBF: Anyone work with it yet? Tag: 31893
  - 9
    - Role / Privilege doubt Hi, can somebody reply to telling me if it's a wellknow issue/bug or a "local config problem" : On my system, I can see ALL contacts created by a user assigned to a BU "father" even if I have set my privileges to don't see it (I hope !) ? Thanks for your help, regards. Dominique Szczudlak Tag: New update to IBF: Anyone work with it yet? Tag: 31892
  - 10
    - MS CRM 1.2 Sales for Outlook Hi, is it possible to install/use CRM 1.2 Sales for Outlook on a laptop without entry of this laptop in any domain? Thanks achim Tag: New update to IBF: Anyone work with it yet? Tag: 31891
  - 11
    - Customize Activities Can I make any changes to the various Activity forms? A user want to change the Category and Sub-Category to drop-down lists. Is this possible? Thanks, Paul Tag: New update to IBF: Anyone work with it yet? Tag: 31889
  - 12
    - KDC error followed by You are not authorized to view this page My CRM server was reporting KDC errors. I followed the KB article http://support.microsoft.com/?id=215383 to stop the errors. Now I can not get to the CRM web site at all, I am getting "You are not authorized to view this page" when I hit the CRM web page. I can live with the KDC errors so how do I roll back the change I made in KB article 215383? Thanks! Duane N. Tag: New update to IBF: Anyone work with it yet? Tag: 31887
  - 13
    - how to generate a tracefile for one user (log field changes) How can I get a logfile or report on all things that a specific user has done in MS CRM ? Is this possible ? and if so, How ? Regards Wim Tag: New update to IBF: Anyone work with it yet? Tag: 31886
  - 14
    - Salesforce Automation Error When converting a quote to an order some of our sales people are receiving the following error: SalesForce Automation Error. The order is still created, but it does not open, the error appears instead. This is leading to duplicate orders. Has anyone seen this before? Any info. would help. Tag: New update to IBF: Anyone work with it yet? Tag: 31884
  - 15
    - Mail Merge Issue When I perform a mail merge, CMR automatically attaches an activity to each affected account, with a subject line of "Mail Merge Letter." My users want to attach the actual letter to this activity, and rename it to something more meaningful. Unfortunately, when it is created, it is also (inexplicably) closed. Is there any way to tell CRM to leave this activity open? Thanks! Tag: New update to IBF: Anyone work with it yet? Tag: 31882
  - 16
    - C# -- E-mail and back-ground color -- C# Hello, I've some problem with email template in CRM: why I don't make the background color of my e-mail template black?. I can make the fonts blue, yellows, etc. but I don't make the back-ground red o black. I try to put in crm the html, but the crm cut-off the header of the html. The e-mail template function but the color go away. Why? I send a piece of my code, I hope somebody help me! BizUser bizUser = new BizUser(); bizUser.Credentials = CredentialCache.DefaultCredentials; bizUser.Url = String.Concat(crmUrl, "BizUser.srf"); CRMCustomerAddress crmCustomerAddress = new CRMCustomerAddress(); crmCustomerAddress.Credentials = bizUser.Credentials; crmCustomerAddress.Url = String.Concat(crmUrl, "CRMCustomerAddress.srf"); CRMEmailTemplate emailtemplate = new CRMEmailTemplate(); emailtemplate.Credentials = CredentialCache.DefaultCredentials; emailtemplate.Url = String.Concat(crmUrl, "CRMEmailTemplate.srf"); CUserAuth crmUserAuth = null; try { crmUserAuth = bizUser.WhoAmI(); } catch (Exception e) { log.Write(e); log.Close(); Environment.Exit(1); } string strErrorMsg; try { // Set up the XML string for the e-mail template string strXmlTemplate = "<template>"; strXmlTemplate += "<presentationxml><![CDATA[<template><html><![CDATA[<!DOCTYPE HTML PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\"> <HTML><HEAD> <META http-equiv=Content-Type content=\"text/html; charset=iso-8859-1\"> <META content=\"MSHTML 6.00.2900.2523\" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#000000> <DIV><FONT face=Arial color=#ffffff size=2>Prova di e-mail con sfondo nero </FONT></DIV></BODY></HTML>]]]]><![CDATA[></html></template>]]></presentationxml>"; strXmlTemplate += "<subject>A Template Subject Stefano</subject>"; strXmlTemplate += "<templatetypecode>1</templatetypecode>"; strXmlTemplate += "<body><![CDATA[<?xml version=\"1.0\" ?><xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\"><xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\"><![CDATA[<!DOCTYPE HTML PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\"> <HTML><HEAD> <META http-equiv=Content-Type content=\"text/html; charset=iso-8859-1\"> <META content=\"MSHTML 6.00.2900.2523\" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=#000000> <DIV><FONT face=Arial color=#ffffff size=2>Prova di e-mail con sfondo nero </FONT></DIV></BODY></HTML>]]]]><![CDATA[></xsl:template></xsl:stylesheet>]]></body>"; strXmlTemplate += "<title>Prova di Email con immagine</title>"; strXmlTemplate += "<mimetype>text/html</mimetype>"; strXmlTemplate += "<ownerid type=\"" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() +"\">"; strXmlTemplate += crmUserAuth.UserId + "</ownerid>"; strXmlTemplate += "</template>"; string strEmailTemplateId = emailtemplate.Create(crmUserAuth, strXmlTemplate); } catch (System.Web.Services.Protocols.SoapException err){ // Process the platform error here strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source ); log.Write(strErrorMsg); log.Close(); Environment.Exit(1); } catch (Exception err) { // Process other errors here strErrorMsg = ("ErrorMessage: " + err.Message ); log.Write(strErrorMsg); log.Close(); Environment.Exit(1); } Tag: New update to IBF: Anyone work with it yet? Tag: 31881
  - 17
    - SFO causes High CPU utilization on SQL server This recently started happening, and I am not sure why. I loaded SFO on two new laptops and attempted to go offline with each. The SQL Server is also the same server running CRM 1.2. When the synch starts on the client the SQL/CRM server instantly spikes to 100% and stays that way as the SFO client never finishes the synch process. Any ideas on a setting that might need to be changed or a patch, etc? Regards, Sean Tag: New update to IBF: Anyone work with it yet? Tag: 31878
  - 18
    - Manager grayed out on user setup After adding a user, I want to change the manager (which is blank at the moment) but the manager field is grayed out, as a result, I can't change this field. Any suggestions? Tag: New update to IBF: Anyone work with it yet? Tag: 31875
  - 19
    - Emails in HELP DESK enviroment The clients in this case are people working inside the same organization (using the same exchange) and when they opened a case the main comunication between Help desk and them is by email. But those emails are arriving to OUTLOOK and NOT to the CRM!! How can we change that?? We want to relate those emails to the correct case. The actual process is: 1. The request arrive by email to Outlook. Help Desk open a case and attach the email to it. 2. Help Desk send an email (from CRM) to the user with indications... 3. The user responde and send other email... (we are loosing this email in the CRM platform) Any help?? or Ideas??? Tag: New update to IBF: Anyone work with it yet? Tag: 31873
  - 20
    - Modifying Domain Logon name I added a user, but forgot to include the domain name infront of the user name. While CRM told me (after save & close) that the domain name must be entered, it still allowed the user to be created. Now I want to go back to the user and edit the domain logon name field in the user profile, but it is grayed out and will not let me change it. Any suggestions? Regards, Tag: New update to IBF: Anyone work with it yet? Tag: 31872
  - 21
    - Rule for sending e-mail, Opportunity? Hi I would like to create a rule that checks if estimatedclosedate is after actual date (for open opportunities). If so I would like to send an e-mail (from a template) to the owner of the opportunity. Does anyone have som tips about how to do that. I have tried to create a rule in workflow manager, but I cannot find the fields above to include in the rule. Regards Thomas, Mandator AB Tag: New update to IBF: Anyone work with it yet? Tag: 31871
  - 22
    - Licences mixing Hi All! If i need 3 sales personnel and 5 customer service personnel and 2 manager to see everything. Then i need to buy: 3 sales licences 5 CS licences 2 Suite license OR just 10 Suite licences? Thanx for advance Tag: New update to IBF: Anyone work with it yet? Tag: 31866
  - 23
    - Case Resolution Type In the service module, when I resolve a case, there is a Resolution Type drop-down in the Resolve Case dialog box. Currently, the only Resolution Type available is Problem Solved. How do I add resolution types to this drop-down list? I do not see any way to access (and modify) this dialog in the customiozation module. Thanks in advance, Paul McBride Tag: New update to IBF: Anyone work with it yet? Tag: 31863
  - 24
    - Quote for Customer Report Problem I create a printable quote form using Crystal Reports base don Michael Yourshaw's method (send GUID to aspx page and redirect to the report). But I have a problem. When I press the 'open quote in Crystal' button on the quote form, I have to enter my username and password again to be able to see the report. How can I solve this? Thx! Tag: New update to IBF: Anyone work with it yet? Tag: 31862
  - 25
    - Access to CRM reports not via CRM Hi All! Is there any way to see CRM reports without using CRM interface? It's useful in case when you need just to see reports without buying licences for CRM. For example, some boss does not work with CRM modules Sales or Customer Service and just wants to see reports related to it. It's not a good idea to buy Suite Licence only for viewing reports. May be some other type of licences? Crystal Report? Thanx for advance. Tag: New update to IBF: Anyone work with it yet? Tag: 31861

http://www.crn.com/showArticle.jhtml?articleID=57700649&flatPage=true

IBF 1.5 coming soon to an MSDN near you. I don't know if it's already
beta'ed but has anyone tried to make the new ver work better with CRM than
1.0 does?

Dave

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