updating a custom field in Accounts from another SQL database

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  - 1
    - Leads Customization First off I want to thank the help I've received so far, you have all been helpful. But I have yet another question! I'm working with customizing the Leads entity and I want to add the "Phone Call" icon to the top menu bar next to attachment and Send Email. I just want the icon to link to a New Activity Phone Call, so that the agents that go through their leads in the morning can easily log phone calls. I also want to add a "Completed" button to the menu of the Phone Call activity screen. What is the best way to go about this? Thanks, LJD Tag: updating a custom field in Accounts from another SQL database Tag: 64203
  - 2
    - Include a custom entity in CRM marketing lists and campaigns It is possible to add a custom entity in CRM marketing lists and campaigns? Tag: updating a custom field in Accounts from another SQL database Tag: 64199
  - 3
    - Import Accounts / Contacts - How to get GUIDs in CRM? I remember seeing a posting some place a couple of weeks ago regarding importing contacts into accounts using Bulk Import. The posting had a link to a page/blog that someone had written up with code to display the GUID in search results/finds. In other words, I want an import process that does not involve SQL (why have to query using SQL, isn't Advanced Find usable)? I do not care if I have to have two separate import steps (well, I do, and Microsoft has clearly failed to make this important feature usable... I guess they're trying to keep Scribe happy at the expense of us all). Anyways, if anyone know of a step by step way to get Accounts and Contacts imported without using a 3rd party tool, please let me know. If you know the link I am referring to (was just some code you had to put onto the web server of your CRM), it would be appreciated. Regards, Chuck Tag: updating a custom field in Accounts from another SQL database Tag: 64197
  - 4
    - Change MS CRM 3.0 Install Account I have a client who has MS CRM 3.0 installed and running but it was installed using the domain administrator account. "Administrator" Is there a way to change the install so it no longer has the Administrator account as the install account? They have created another account. MSCRMInstall which was supposed to be used for the install. Also in 1.2 and 1.0 there were a few special circumstances when the install account was needed to be used. Is there any circumstances like that in MS CRM 3.0 or could I just add MSCRMInstall as an MS CRM system administrator and disable the install account. Thanks Hoss Tag: updating a custom field in Accounts from another SQL database Tag: 64194
  - 5
    - View Other Users Details How can a user view other users to see contact details of fellow employees etc? Tag: updating a custom field in Accounts from another SQL database Tag: 64193
  - 6
    - Spellcheck & Signature How do enable spellchecking when sending out e-mails through the CRM client (via the browser)? Also, how can I insert a signature through the browser? Thanks Tag: updating a custom field in Accounts from another SQL database Tag: 64192
  - 7
    - Outlook Client Install via VPN Hello, We need to install the CRM Outlook client to some remote users who are connected via VPN. Is this possilbe? I have read other post that seem to say there are issues because the cleint is not authenticated on the domain during the install. I could potentially have the laptops shipped to corporate, do the install and shipped back. Thanks. Tag: updating a custom field in Accounts from another SQL database Tag: 64189
  - 8
    - Advanced Find Filter Criteria When creating a filter for Account in Advanced Find, there is no field for Classification in the dropdown list. Could this be a CRM error or am I looking over the obvious? Thanks Tag: updating a custom field in Accounts from another SQL database Tag: 64187
  - 9
    - Workflow Rule based on picklist value I have created a new field as a picklist on the opportunity called "Type". I have a workflow rule that runs on create of opty, checks for value in type and then runs one of 3 manual sales process depending on the value chosen in type. this all worked fine until I decided to update and change the sales processes and I also exported and imported between dev and test servers. Now, the opportunity rule doesn't recognise the type field for some reason. Rule: Apply Processes when opportunity is created if Opportunity.Type = End User Project then Exec: End User Project end if ...and so on for the 3 sales process. I tried changing the rule as below and then created an opportunity in the free text field with the string "test" and it worked ok: when opportunity is created if Opportunity.topic = "test" then Exec: End User Project end if I then tried this and it just sits there waiting so doesn't recognise the type field for some reason when opportunity is created wait opportunity.Type = End User Project end wait Exec: End User Project while this one does work: when opportunity is created wait opportunity.description = "Bang head against wall" end wait Exec: End User Project considering it worked before and recognised the type field (I'm 100% sure that it did) and works with the test rules above anyone got any ideas? -- regards, Mark Tag: updating a custom field in Accounts from another SQL database Tag: 64184
  - 10
    - Allow all tasks to be re-opened for editing. There are frequent occasions where tasks need to be updated after they have been closed: Typos, time and date changes/updates, etc. If there is security concerned then limit who can update a closed task. ---------------- 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=7c2a2f82-d406-48aa-aa42-c7fa2326a30e&dg=microsoft.public.crm Tag: updating a custom field in Accounts from another SQL database Tag: 64182
  - 11
    - iFrames pulling CRM Reports For Accounts and Contacts my company wants to have the first tab displayed be read only. I have created an Overview tab and placed an iFrame in the tab for Accounts. I have tried to local reference the URL for the Account Overview rdl file but when I publish the iFrame it returns a blank. Does anyone have any suggestions? Thanks Tag: updating a custom field in Accounts from another SQL database Tag: 64181
  - 12
    - Scribe Insight - ACT to CRM 3.0 notes/history I'm trying to get the ACT notes/history records migrated into CRM using the Scribe workbench. The out-of-box functionality ties the note/history record to the account and not the contact. I need it tied to the contact (I would think everyone would). I'm trying to use a custom formula but I'm having no luck. Has anyone been able to tie the note/history record to the contact instead of the account using Scribe? Tag: updating a custom field in Accounts from another SQL database Tag: 64180
  - 13
    - Suggestion for Emails Microsoft should make Ctrl-Tab work in the body of an email. Since hitting tab sends focus to the next field, there is no way (that I can find) to place a tab in an email. Other programs I have seen allow the user to hit Ctrl-Tab to place a tab in the body of an email. It would be nice if this worked in CRM. Thanks Greg Tag: updating a custom field in Accounts from another SQL database Tag: 64175
  - 14
    - enable all fields I have been using the disable property of fields in jscript to ensure that users do not enter inconsistand fields of information. Does any one know of a way to loop through all the fields on a form to enable them. I would like to attach this script to the On Save so all fields will be saved. Below is what I got so far but it does not work. code sampe ========================= var obj = new Object(); foreach(obj in crmForm.all) { obj.Disabled = false; } ================================== Tag: updating a custom field in Accounts from another SQL database Tag: 64174
  - 15
    - HELP-The XML passed to the platform is not well-formed xml. Both my test system and my live system are experiencing this. I cannot import, export or customize anything. I know the entity (and relationships) that are causing the problem but I do not know how to reverse out of it. Can anyone help? Thanks Saira Tag: updating a custom field in Accounts from another SQL database Tag: 64172
  - 16
    - Assign an entity to multiple Users Is it possible in CRM 3.0 to assign an entity (e.g. a contact record or account record) to multiple users of CRM ? If yes, how ? Thanks Kishore Tag: updating a custom field in Accounts from another SQL database Tag: 64170
  - 17
    - More than 1 CRM install and single Exchange Hi all, I've done some searching and there seems to be a number of posts in this vein, but I am finding some a little confusing, or by no means clear or definitive. We have a Windows 2003 native AD, running Exchange 2003 Enterprise - A/P cluster back-end. We have just deployed a single server for an evaluation of CRM - running it on a single but well powered Dell box - CRM 3.0, SQL Standard. We have installed the email router on the A/P nodes of the Exchange cluster. 20 Clients are using a mix of the web-based interface and the Outlook add-in to access this - seems to be working fine and tracking emails in testing. We now have an additional part of the organisation wanting to go for their own evaluation of CRM - can we build an additional new CRM server (presuming the problem is we have already used our site/org name for the first one) to run this - but still link with our existing Exchange infrastructure??? Or is it better that we add the new team as a new business unit into the existing CRM deployment (as the current evaluation in place already have their own 'business unit' under the top level organisation name/site). Clearly as the reasoning behind the system is for different teams to share and publish data in the future for other teams benefit, then presumably a single CRM installation would be suitable (i.e. we can always up-size it later to additional SQL back-ends, clustered SQL, load-balanced CRM front-ends, etc. to support increase in users, data volume, fault tolerance, more 'business units') I am finding some answers a bit mixed - some people saying a single Exchange org can use the single email router to support different CRM installs, others saying there has to be a one-to-one relationship... Clearly, we don't want individual teams having to go the route of having their own Exchange org, DNS, etc. just to support a seperate CRM deployment. If we are deploying more than one business unit in the CRM deployment, do these have to largely 'share' a common schema, set of data tables, structures, etc. or do each business unit build and develop their own 'common' to only them? Any help you can give would be great - thanks in advance, Steve Tag: updating a custom field in Accounts from another SQL database Tag: 64167
  - 18
    - Grouping results on a report (need a little help) I created a report based off of the filteredlead and filteredannotation views so that I could pull data regarding the leads and the notes regarding those leads, below is the SQL statement I use to do this SELECT dbo.FilteredLead.companyname, dbo.FilteredLead.new_productname, dbo.FilteredLead.new_clientbusinesstypename, dbo.FilteredLead.subject, dbo.FilteredAnnotation.notetext, dbo.FilteredLead.fullname, dbo.FilteredLead.description, dbo.FilteredLead.leadsourcecodename, dbo.FilteredLead.owneridname FROM dbo.FilteredAnnotation INNER JOIN dbo.FilteredLead ON dbo.FilteredAnnotation.objectid = dbo.FilteredLead.leadid WHERE (dbo.FilteredLead.leadsourcecodename = 'Quote & Bound Report') ORDER BY dbo.FilteredLead.companyname Now this statement works out pretty well and returns the data that I want with one small problem. If a lead has two or more notes associated with it the results will have the company listed twice. Looking something like below Companyname1 Note A Companyname2 Note A Companyname2 Note B Companyname2 Note C Companyname3 Note A Companyname3 Note B This isnt too huge of a deal but I would liek to have it so each company only has one heading with all the notes listed under it, like. Companyname1 Note A Companyname2 Note A Note B Note C Companyname3 Note A Note B Any ideas or help is appreciated. Tag: updating a custom field in Accounts from another SQL database Tag: 64166
  - 19
    - Customizing the Subject entity Hi I've managed to customize "cases" - they are now called "objectives". But although the "subject" entity is listed as customizable, everything is grayed out and I can't rename it. Can anyone help? Thanks -- Mike Bristol, UK CRM user www.crmuser.blogspot.com Tag: updating a custom field in Accounts from another SQL database Tag: 64164
  - 20
    - Axapta 3.0: Setting the linktype of DataSources at runtime Hello all, I have a button on form. It's click-EventHandler contains a line: CIRTRAStndTourOrderLine_ds.linkType(Transporteinheit.valueStr() ? 3 /* InnerJoin */ : 4 /* OuterJoin */); Where "CIRTRAStndTourOrderLine_ds" is the data source generated by MorphX (CIRTRAStndTourOrderLine) is a table. "Transporteinheit" is a StringEdit. The behaviour I would like to achieve is, that if I enter something into the StringEdit it sets the linktype to InnerJoin otherwise to OuterJoin another table. In MorphX I set the linktype to OuterJoin (as a default). The problem is, that axapta simply does not change anything. I suppose I need some kind of refresh. Yours sincerely Hot_Ice Tag: updating a custom field in Accounts from another SQL database Tag: 64163
  - 21
    - Client Problem When I open the CRM from a client, my cpu usage grows to 60 % for the crm application. It is very slow to open it. And to use allways the precachecrm tool is really a workflow for this problem. My workstation has 1 GB ram and 3 Ghz. The CRM Server is a 1 GHz Machine with 1 GB ram. With a x64 client is crm realy fast but with my workstation 1 can wait 2 minutes before i can use crm and the cpu usage increase to 50 percent for the iexplore task. Tag: updating a custom field in Accounts from another SQL database Tag: 64162
  - 22
    - Settings & Customization pane Hi, I'm working on CRM 3.0 and I was trying to use Outlook client when I got an error message, so I closed Outlook and turned on CRM but I lost Settings & Customization pane. I'm looking for the functionality from the "Go To" menu but it doesn't work. I'm working with administrator account. Does anybody know what the prloblem is? Thank's in advance Alessandra Tag: updating a custom field in Accounts from another SQL database Tag: 64158
  - 23
    - Microsoft CRM Connectors blog Dear All, The following Microsoft CRM Connectors blog contains some useful information on the Microsoft CRM Connector for Microsoft Dynamics GP. This blog will also provide information on future Microsoft CRM Connectors and integration solutions such as with Microsoft Dynamics AX, or the BizTalk Adaptor for Microsoft Dynamics CRM, etc. You can also use this blog to get answers to questions on the Microsoft CRM Connectors or to provide feedback. Blog URL: http://blogs.msdn.com/microsoftcrmconnectors/default.aspx Regards, Manohar Tag: updating a custom field in Accounts from another SQL database Tag: 64157
  - 24
    - report prefiltering does not work for custom entity Please help. I've been trying for days but can't get the reports prefiltering to work for my custom entity. I created a simple report with the CRMAF_ prefix and deploy to the CRM server. The report works fine and display all data OK. Except the pre filter does not work i.e. the "Edit Filter" button does not show. My question is: Does report prefiltering works for custom entity? I saw a lot of posts regarding this topic and tried all the suggestions i could find, but still no luck. I tried the microsoft tutorial in creating a prefilterable report base on the account entity and this works fine. When I used the same procedure to create a custom report base on a custom entity, the prefilter does not work. Tag: updating a custom field in Accounts from another SQL database Tag: 64151
  - 25
    - User creation fails We have installed MS CRM 3.0 on a Windows Server 2003 The main problem today is that we are unable to create users in the system. We created users on the Active Directory, but when we try to add a new user to the CRM, we fill in the "Domain logon name" and when the textbox loses focus, we get the error, "An error has occurred. Please contact the System Administrator". There doesn't seem to be any other error log elsewhere. The problem is probably something related to the CRM unable to access the AD data. Can anyone give me an idea, what to do? Cheers Tag: updating a custom field in Accounts from another SQL database Tag: 64137
- Next
  - 1
    - Searching for contacts based on fields at account level Hi, Does anyone know if you can search for a list of contacts in CRM 3.0 based on a field that is on the Account screen (entity). We have a problem where the client has put most of their customised fields at account level and now are unable to bring up a list of contacts based on those fields that are on the account screen. As a result they can also not perform mail merges etc. on contacts as all they can get is a list of accounts. Frank. Tag: updating a custom field in Accounts from another SQL database Tag: 64129
  - 2
    - Hello We have installed MS CRM 3.0 on a Windows Server 2003 The main problem today is that we are unable to create users in the system. We created users on the Active Directory, but when we try to add a new user to the CRM, we fill in the "Domain logon name" and when the textbox loses focus, we get the error, "An error has occurred. Please contact the System Administrator". There doesn't seem to be any other error log elsewhere. The problem is probably something related to the CRM unable to access the AD data. Can anyone give me an idea, what to do? Cheers Tag: updating a custom field in Accounts from another SQL database Tag: 64128
  - 3
    - goldmine to crm activity import hello I am trying to import activities to mscrm from goldmine... unfortunatelly there are some problems (typical). When i try to import by data migration framework it imports just 66 form 25 000 phones for account. Please i have no idea whats wrong i did mapping like it was explained in xls. here part of code (most important of mapping and inserting data ) DECLARE conthist_crsr CURSOR FOR SELECT LEFT(LTRIM(RTRIM(ISNULL(USERID, ''))) ,8) , LEFT(LTRIM(RTRIM(ISNULL(ACCOUNTNO, ''))) ,20) , LEFT(LTRIM(RTRIM(ISNULL(SRECTYPE, ''))) ,1) , LEFT(LTRIM(RTRIM(ISNULL(RECTYPE, ''))) ,10) , LTRIM(RTRIM(ISNULL(ONDATE, ''))) , LEFT(LTRIM(RTRIM(ISNULL(ONTIME, ''))) ,5) , LEFT(LTRIM(RTRIM(ISNULL(ACTVCODE, ''))) ,3) , LEFT(LTRIM(RTRIM(ISNULL(RESULTCODE, ''))) ,3) , LEFT(LTRIM(RTRIM(ISNULL(STATUS, ''))) ,2) , LEFT(LTRIM(RTRIM(ISNULL(DURATION, ''))) ,8) , LEFT(LTRIM(RTRIM(ISNULL(UNITS, ''))) ,20) , LEFT(LTRIM(RTRIM(ISNULL(REF, ''))) ,125) , LEFT(LTRIM(RTRIM(ISNULL(convert(nvarchar (500),NOTES), ''))) ,500) , LEFT(LTRIM(RTRIM(ISNULL(LINKRECID, ''))) ,15) , LEFT(LTRIM(RTRIM(ISNULL(LOPRECID, ''))) ,15) , LEFT(LTRIM(RTRIM(ISNULL(CREATEBY, ''))) ,8) , LTRIM(RTRIM(ISNULL(CREATEON, ''))) , LEFT(LTRIM(RTRIM(ISNULL(CREATEAT, ''))) ,5) , LEFT(LTRIM(RTRIM(ISNULL(LASTUSER, ''))) ,8) , LTRIM(RTRIM(ISNULL(LASTDATE, ''))) , LEFT(LTRIM(RTRIM(ISNULL(LASTTIME, ''))) ,5) , LEFT(LTRIM(RTRIM(ISNULL(RECID, ''))) ,15) FROM CBK_DC..CONTHIST OPEN conthist_crsr FETCH next FROM conthist_crsr INTO @USERID , @ACCOUNTNO , @SRECTYPE , @RECTYPE , @ONDATE , @ONTIME , @ACTVCODE , @RESULTCODE , @STATUS , @DURATION , @UNITS , @REF , @NOTES , @LINKRECID , @LOPRECID , @CREATEBY , @CREATEON , @CREATEAT , @LASTUSER , @LASTDATE , @LASTTIME , @RECID WHILE @@FETCH_STATUS = 0 BEGIN SET @counter_crsr = @counter_crsr + 1; -- print @ACCOUNTNO + ' line:'+ convert (nvarchar(15), @counter_crsr ) select @cdf_AccountId_account = accountid from cdf_mscrm..cdf_account where AccountNumber= @ACCOUNTNO select @cdf_Name_account = Name from cdf_mscrm..cdf_account where AccountNumber= @ACCOUNTNO -- print @cdf_AccountId_account + ' -> account number of cdf_account' print 'calkowita liczba wierszy przerobionych z 50 000 ->' + convert (nvarchar (10),@counter_crsr) IF @SRECTYPE = 'C' BEGIN SET @counter_activityid_phonecall = @counter_activityid_phonecall + 1; SET @counter_success = @counter_success + 1; print @counter_success SET @counter_ActivityPartyID = @counter_ActivityPartyID +1; INSERT INTO cdf_mscrm..cdf_ActivityParty ( ActivityPartyID , ActivityID -- , ActivityIdName -- , ActivityObjectTypeCode -- , PartyId , PartyIdName , PartyObjectTypeCode , ParticipationTypeMask -- , AddressUsed -- , Effort -- , ExchangeEntryId ) VALUES ( @counter_ActivityPartyID , @counter_activityid_phonecall --@cdf_AccountId_account -- , '4210' -- , @cdf_AccountId_account , 'BIURO\crm_admin' , '8' , '1' ) SET @counter_ActivityPartyID = @counter_ActivityPartyID +1; INSERT INTO cdf_mscrm..cdf_ActivityParty ( ActivityPartyID , ActivityID -- , ActivityIdName -- , ActivityObjectTypeCode -- , PartyId , PartyIdName , PartyObjectTypeCode , ParticipationTypeMask -- , AddressUsed -- , Effort -- , ExchangeEntryId ) VALUES ( @counter_ActivityPartyID , @counter_activityid_phonecall --@cdf_AccountId_account -- , '4210' , @cdf_Name_account , '1' , '2' ) SET @counter_ActivityPartyID = @counter_ActivityPartyID +1; INSERT INTO cdf_mscrm..cdf_ActivityParty ( ActivityPartyID , ActivityID -- , ActivityIdName -- , ActivityObjectTypeCode -- , PartyId , PartyIdName , PartyObjectTypeCode , ParticipationTypeMask -- , AddressUsed -- , Effort -- , ExchangeEntryId ) VALUES ( @counter_ActivityPartyID , @counter_activityid_phonecall --@cdf_AccountId_account -- , '4210' , 'BIURO\crm_admin' , '8' , '9' ) INSERT INTO cdf_mscrm..cdf_PhoneCall ( ActivityID -- , Category -- , Subcategory , RegardingObjectId -- , RegardingObjectIdName -- , RegardingObjectTypeCode , Subject , Description -- , ScheduledStart -- , ScheduledEnd -- , ScheduledDurationMinutes -- , ActualStart -- , ActualEnd -- , ActualDurationMinutes -- , OwningUser , OwningUserName -- , StateCode -- , StateCodeName -- , StatusCode -- , StatusCodeName -- , DirectionCode -- , DirectionCodeName -- , PhoneNumber -- , PriorityCode -- , PriorityCOdeName -- , IsBilled ) VALUES ( @counter_activityid_phonecall , @cdf_AccountId_account -- relacja do account -- , '1' , @REF , @NOTES , 'BIURO\crm_admin' ) END please can somebody explain to me what i do wrong?? bart Tag: updating a custom field in Accounts from another SQL database Tag: 64125
  - 4
    - customize entities Hello, I work on a custom entitie, iand I want to know if it is possible to make reporting directly on this one? My entities includes fields address, can I use the for simple mailing? And my last question, can I use workflow on these entity? Thanks for your answers. Tag: updating a custom field in Accounts from another SQL database Tag: 64124
  - 5
    - navigations in a webpage in an iframe hi I display a webpage in a iframe and of course, a user can navigate to other pages using links on this page. but Ä± want to save the last page's url,so that : if the user opens the form to update he/she can find the webpage that he last displayed in the iframe. how can I keep the url of the last visited page in a iframe Tag: updating a custom field in Accounts from another SQL database Tag: 64122
  - 6
    - Cannot send e-mail via web client Hi all, We have a client that we have just taken on that is having an issue. We didn't install them and they are in a takeover, so details are sketchy. But we have done a once over on the system and all seems to be ok. The error being recieved is when sending an e-mail from the web client they recieve the ultra non-descriptive error "An error has occured, please contact your system administrator". There are no errors in the event logs on both the pc and the server, the e-mail is not sent nor inserted as an active or closed (history) activity. Anyone have any idea how to fix or what to look at? Anything appreciated. Regards, Nathan Warner Tag: updating a custom field in Accounts from another SQL database Tag: 64112
  - 7
    - Add "Send Email" to Marketing List member views This feature not being there is a fairly significant missing feature in the system. -- Nick ---------------- 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=cc08d83f-e13c-4bd7-9e05-ddcf4a754d1a&dg=microsoft.public.crm Tag: updating a custom field in Accounts from another SQL database Tag: 64108
  - 8
    - Can you change the CRM SQL database to databse from other installa Hi there I am in the process of testing MS CRM 3.0 I have made a Win2K3 server with Exchange, SQL and CRM in MS Virtual PC. this installations crached but I was able to retrive the CRM databses. Now I have made a new Win2K3 server with Exchange, SQL and CRM in MS Virtual PC, my qustion is now - can i take the databases offline and change the to the other from my previous installation ?? I have made a export of my customation - and could import those - but I would prefer to get my "test-data" Tag: updating a custom field in Accounts from another SQL database Tag: 64107
  - 9
    - How to add "Add existing contact" in a custom entity Hi, I created a custom entity called ClassSchedule which has a parental, 1-Many relationship with Contact. Now, when I add new ClassSchedule, in the form, and click the Contact link, I want to have a button "Add Existing Contact" instead of just adding new contact in my ClassSchedule. Please advise on how to go about it. Thanks! Tag: updating a custom field in Accounts from another SQL database Tag: 64102
  - 10
    - Account reassigned owner affects all child entities' owners Please help, I am out of wits from some of these issues... When an Account is reassigned to a new owner, all child entities' owners automatically becomes the new owner. A number of my customers' business process is such that an Account can be owned by User A, but Cases under the Account can be created by other users within the same BU. I think this makes sense. But the problem with MSCRM is when User A, by reason of change of organisation or maybe resigning from the company, reassigns an Account under his/her charge to User B, all Cases and other child objects under this Account, which were created/owned by various other users, have their ownership changed to the User B. (Our workaround was to write a callout to capture the previous owner in a text attribute. No choice!) Worse to come... all of the Cases under the Account that was reassigned, now appears in the Assigned Queue of the new owner, User B. And User B's Assigned Queue will be flooded with all these cases, including resolved cases, which User B must "Accept" them. After "accepting" them, all these cases get transferred into the "In Progress" queue, which User B have the choice of only reactivating these Cases (which is NOT desired) or delete them (which is NO WAY!). So, how the HECK to clear them off the "In Progress" queue WITHOUT reactivating or deleting the Cases? Questions: 1) Why are child object owners all automatically changed to the new owner of the reassigned parent object? This doesn't makes sense! At least I would have thought MSCRM would allow the assigning owner to have an option to do it or preserve the previous owners for child objects. A number of my customers wanted to PRESERVE the various child object owners when the parent object is reassigned. What is your workaround or solution? 2) Accounts that have been reassigned to a new owner, the Cases under each of these Accounts now appear in the queue of the new Owner. The new Owner have to "accept" each of these cases one-by-one only to transfer them from their "Assigned" to "In Progress" queue. After which, they seemed to only able to reactivate or delete them from the "In Progress" queue, BOTH options NOT desired. There must be a way clear them from the queue without reactivating/deleting them. Please advise, and your suggestions/solutions/explanations are totally appreciated. Thank you! N.B. This is the first time I am really "awed" by MSCRM's features. Regards, Randy Tag: updating a custom field in Accounts from another SQL database Tag: 64099
  - 11
    - Resize CRM I'm trying to resize CRM, however the ISV.config file does not reflect the same data that is in the white sheets. Can someone help? Thanks Tag: updating a custom field in Accounts from another SQL database Tag: 64092
  - 12
    - Note/Comment Section I'm trying to place the Note section on another tab, is this possible? My end goal is to get a list of the files I've attached to each account onto the first tab so that it is easier to reference. Luke Tag: updating a custom field in Accounts from another SQL database Tag: 64091
  - 13
    - Synchronizing MS CRM Companies with Outlook Contacts I am trying to synch all of my active clients and companies with Outlook, but it appears that only the clients are synching. Does anyone know how to synch MS CRM companies with Outlook contacts so that I can have all of this information available on my MS smartphone? Thanks in advance! Tag: updating a custom field in Accounts from another SQL database Tag: 64089
  - 14
    - Team/Business Unit Question Hi, I'm trying to work out the best way to configure CRM 3 for our organisation (we provide support services to doctors) to replace an existing database. This existing database had a contacts section for details of all our professional members, linked to their organisations they belonged to. This database though also kept a separate 'module' for contact and service info that a select group of our staff could access for a confidential health service we also provide. At the moment in CRM we have one business unit for our organisation and at the moment all our crm users can see all records. Just wondering if someone can suggest the best way to set CRM up so we can have the confidential patient records we need kept confidential to a small group of users, but also so that these users can see all the other non-confidential records too? I thought maybe setting up teams might work, but when I tried it, I couldn't work out how to tell CRM to allow teams certain records or not....maybe there is a better way and I'm just not understanding it properly?? Would love to hear any ideas? Tag: updating a custom field in Accounts from another SQL database Tag: 64088
  - 15
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  - 18
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  - 22
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  - 25
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Is there any safe way to update a custom field in the Accounts on CRM without
using .Net programming or expensive software like Scribe.

We need to update a flag custom field using info from another database. I
know how to do it using ODBC link in Access to the CRM table, but I also know
this is not recommended due to security in CRM. But we do not have any other
options right now.

Giving that this is not part of the default fields in CRM, and we are only
updating not adding or deleting, are there really any issues to worry about.
If so, is there another option.

Thanks,
Malcolm

Top

Re: updating a custom field in Accounts from another SQL database by Matt

Matt
Mon Jul 10 22:51:34 CDT 2006

If the field is a basic type (ie. not a GUID), then you are usually safe.
However, you need to be aware that this update will bypass any callouts and
possibly workflow checks that are dependant on the record update. This may
or may not be an issue for you.

--

Matt Parks
MVP - Microsoft CRM

"Malcolm" <Malcolm@discussions.microsoft.com> wrote in message
news:7EB15BEA-7BEB-4F1A-B988-26ABDF216408@microsoft.com...
Is there any safe way to update a custom field in the Accounts on CRM
without
using .Net programming or expensive software like Scribe.

We need to update a flag custom field using info from another database. I
know how to do it using ODBC link in Access to the CRM table, but I also
know
this is not recommended due to security in CRM. But we do not have any other
options right now.

Giving that this is not part of the default fields in CRM, and we are only
updating not adding or deleting, are there really any issues to worry about.
If so, is there another option.

Thanks,
Malcolm

Top