MAS 200 users group

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- Previous
  - 1
    - Mapping Attributes not working as expected Hi The â??mapping attributesâ?? feature is not working in an expected way in ms crm 3.0. I have tried the mapping between two customizable entity (account and contact) as well as between two custom entities I build. When I select the primary entity from the related entity form, the mapped fields do not generate any value, although the primary entityâ??s corresponding mapped field contains data. This is true for both cases when the focus is lost from the lookup field and also after saving the form. Is there anything that I may be missing due to which the data is not getting mapped? Any help on this would be greatly appreciated. Thanks Siddhartha Tag: MAS 200 users group Tag: 86847
  - 2
    - Recurring problem - constant login request using web browser I set up my home laptop computer to access CRM via the web. My home computer username and pw are the same as my network logins. I added the CRM site to Intranet sites. Login is set to automatic with Intranet sites. I even added a saved network password for the CRM site. This set up is the same as I alwasy do for any other computer. The problem is that I am asked to login when the CRM screen comes up or anytime I try to open a CRM record. Clicking Cancel opens the record. But the login pops up the next time I open another record. Once again, clicking cancel closes the login window and opens the record. Please let me know if you have a possible solution to this problem. Thanks, -Rick M. Tag: MAS 200 users group Tag: 86844
  - 3
    - Customizing search window Hello, I want to customize the window from cases, where I can search accounts. The properties button only gives a new window with read-only back (I want to change this to write) and to the new button i would like to add some extra fields. Is this possible and if, how? Thanks! Sorry, for my bad English! Tag: MAS 200 users group Tag: 86843
  - 4
    - Subject assignment in new case denied Hi! In CRM 3.0 web interface during creation of a new case the "subject" choice from the dropdown field is denied for a user. He has all necessary user rights and team memberships, analog to a user without these problems. Does anybody know this situation? Best Regards Michaela Tag: MAS 200 users group Tag: 86840
  - 5
    - report not showing results Hello, I have created a report which displayes some information one field being a read only field, when i generate the report the field is blank, any ideas why this would be? also my account ID field just list #ERROR for each account name.? any ideas? Tag: MAS 200 users group Tag: 86838
  - 6
    - Mapping Activities to workplace calander Just noticed that when I create an activity it is not registered onto the calander, is there anyway to make this happen? Tag: MAS 200 users group Tag: 86834
  - 7
    - Error when going offline One of our users has a CRM lap top client installed. He can't go offline. After he has pressed the 'go offline'-button the process starts, but when 'Initialization of database' starts the Outlook closes and the process is stopped. This happens every time. Is there anyone that has a solution for this ? -- Regards Tvaia Tag: MAS 200 users group Tag: 86833
  - 8
    - Direct e-mails When I attempt to use the send direct email button I select which email template to use and everthing seems to be going fine although when I press send I get an error message. "The Microsoft CRM bulk e-mail service is not running" When I go to system settings direct e-mail through mail merge is enabled in campaigns. Im not sure what else could be wrong Tag: MAS 200 users group Tag: 86832
  - 9
    - Using Bulk Import Wizard for custom entities Hi, When a Bulk Import Wizard is used from the Tools menu in the MSCRM Application,the "Record Type" field displays only the system entities in the drop down. Can custom entities also be added to this field and import data through this Wizard. Thanks. Tag: MAS 200 users group Tag: 86831
  - 10
    - CRM slow I have just installed CRM v3 onto a new server with sql 2000. When using the web interface or the outlook client the performance is to slow to use. When the web client first opens and I click on Companies it can take 20 to 30 seconds to load. I have the same problem with contacts. I have already put update 2 on to the system to see if this helps but it did. Does any one have any more suggestions to try Tag: MAS 200 users group Tag: 86829
  - 11
    - Quick Camaign (marketinglist) - error threefold mail actions Hello. If we create one quick campaign email action with a marketinglist over visual studio it create automaticly threefold mail actions. And alsow the mail activity is not send. If we create this by hand everything works fine. We have install rollup 2. Thanks fpr any help. Rene Tag: MAS 200 users group Tag: 86823
  - 12
    - Disable IFRAME or Section Does anyone know how I can disable an IFRAME or an entire section on a form? I've tried several things but haven't found the solution yet. By disabling I mean showing the content, but not allowing the user to change anything. Tag: MAS 200 users group Tag: 86821
  - 13
    - Email Template not getting Updated. When I tried to edit and save "Title" field of Email Template it throws error with message :"Server was unable to process request." ,"Unexpected type for the property". Is there a way to edit and save this field? Tag: MAS 200 users group Tag: 86815
  - 14
    - CRM adding tags when sending email So I sent an email with the following subject line: Your interest in our click fraud seminars It appeared with the following subject line: Your interest in our click fraud seminars CRM:00330002 Is there a way to get rid of the CRM tag? -- Vincent Granville www.datashaping.com Tag: MAS 200 users group Tag: 86807
  - 15
    - SystemUserBase - ActiveDirectoryGuid Question I am trying to figure out how the System and Integration users in CRM can have ActiveDirectoryGUIDs if they don't have domain users attached to them. I did a dump of the AD Schema, and their ActiveDirectoryGUIDs are nowhere to be found. So where do they come from? Tag: MAS 200 users group Tag: 86806
  - 16
    - Performance hit on sharing records Hi, Can anybody tell me the performance hit on using sharing of records between teams? We are considering sharing of custom entities in terms of 10000s of records between 5-6 user teams. What would be the performance hit? Thanks, Tag: MAS 200 users group Tag: 86804
  - 17
    - CRM Vista install I have been having a problem deploying the outlook client to a user with Vista Home Premium and Office 2007. I can make the install work, but its a kludge and problematic. Normally when i install PCs that are off our domain, They are confugured to connect to us via VPN and we use the "Stored Usernames and Passwords" feature in Windows XP to handle the Login for the CRM server as was recommended to us by Microsoft. But when I try and do that with Vista Home Premium, the login never passes to the CRM server. I comfirmed this by trying to connect to our CRM web server as well. All I got was a black login dialog. Just to see what would happen, I stripped out the Stored username and password and the opened the web page again. When propted to login, I did so and saved the password. I got my connection to the web server and then closed the browser. I then opened Outlook and CRM finished loading in Outlook 2007. I can close and open CRM at this point and CRM works. But if I go to the stored user name and password area, it is still blank. We use a piece of software that will blank out stored logins in IE, (but not in stored usernames and passwords) so the login has to be redone in IE every day. Just incase any one is curious, I have the Intranet and trusted site set for our CRM server. I have yet to see a document that states how to do client installs for vista, and according to all the system requirements for CRM client for Outlook, it states that you can use any version of Vista. Since I can make it work with a sort of kludge, I think that I am missing something. Can anyone help? Tag: MAS 200 users group Tag: 86803
  - 18
    - window.returnValue not returning value to my CRM form I am attempting to create a popup dialog box that handles some input that is forced back into the CRM Form and I'm running into problems. I am using window.showModalDialog in my javascript, and passing it some parameters. My dialogArguments argument on the dialog box side ALWAYS comes up undefined, so I can't reference anything on the parent. Also, when I try and send a returnValue of the window, undefined is always returned to the parent form. My window is hosted in the same domain as my CRM installation. Any of you CRM/Javascript gurus got any advice, comments or suggestions for someone who's about to go postal? Tag: MAS 200 users group Tag: 86801
  - 19
    - Security Role For Root Business Unit Question ? I am still new to the Microsoft CRM, so please forgive me if this question or my understand of the CRM is incorrect. My question regarding the security role is that there is a privilege called "Assign Role" and it's under the "Business Management" tab of a security role. If I set the access level of this privilege to be "Business Unit", and there is only one business unit in the whole CRM. (I guess we could call it the root business unit.). This is essentially the same as enabling this secutiry role to add/remove security roles for other users/teams across the whole organization ?? Because there is no parent business unit in this case. Am I correct ?? Tag: MAS 200 users group Tag: 86792
  - 20
    - Installation error with SQL Server 2005 Environment: separate boxes (4) for all applications. Each runs Windows 2003 Ent SP2. I have Exchange 2003 and SQL Server 2005 Std. DC/AD is on one and CRM is slated for the 4th. I have CRM 3.0 pro. It gets all the way to the System Requirements screen. The SQL Server test fails with the following error message: "[DBNETLIB][ConnectionOpen (PreLoginHandshake()).]General network error. Check your network documentation." The connectivity is there. All boxes are in the same domain and see each other clearly. When selecting the SQL server, it appears in the list. Everything is using the local service acct, which is admin. I can't get past this screen. Please help. Thanks, Mike Tag: MAS 200 users group Tag: 86791
  - 21
    - Literature Activity We are using MSCRM 3.0 and know that (unfortunately) CRM does not permit the creation of new activity types. One of the things we want to do is record when we send sales literature to a given Account so that we can then check nearby sales that result. How on earth would we go about doing this in CRM? We haven't been able to find a way to do it!! Tag: MAS 200 users group Tag: 86790
  - 22
    - Adding a Mobile Phone Number field to a Case View Hi, Is it possible to add the customers mobile phone number field to a Case View ? Thanks Marc Harrington Tag: MAS 200 users group Tag: 86787
  - 23
    - Email notification on Date Hello, I have field which a date in the future, is it possible to receive an email when I am 30 days away from this date? Thanks Ian Tag: MAS 200 users group Tag: 86786
  - 24
    - crm accounts fail to sync with outlook 2007 Outlook when syncing with CRM 3.0 completes stage 1 OK of sync and then takes all contacts away from Outlook trying to sync and then only returns 91 of 1650 accounts. We have 2 other laptops, 1 excatly the same and sync's fine. The other is same brand lower spec model and is also failing. We have checked local data>and all fields are the same, any suggestions as this is really frustrating as our account contacts sync via active sync with our PPC , so we currently have no 91/1650 contacts on our phone.? thanks CD Tag: MAS 200 users group Tag: 86770
  - 25
    - CRM Outlook Client multiple profiles We have a user that has left the company, and another user would like regular access to the deprted user's CRM content. What is the easiest way to do this from the active user's desktop? Will they have to logon as the departed user? Or, can they access the CRM without an alternate logon from their desktop? He would prefer to keep the departed user's info seperate from his, just in case someone was going to mention importing the data into his user's content. Thanks in advance Tag: MAS 200 users group Tag: 86767
- Next
  - 1
    - CRM Error concerning functionality When opening outlook the following error occurs: An error occurred loading Microsoft CRM functionality. Outlook is online, version is Office 2003, all security patches & hotfixes are up to day, there is onternet connectivity, the server is correct, the web version can be access without any problems. Any ideas on this one? Tag: MAS 200 users group Tag: 86764
  - 2
    - CRM 3.0 Desktop Client for Outlook problem I've deployed the above to workstations on a domain using a GPO, however according to the application log, the installation fails with the error message, "User Cancelled Installation". Yet despite it failing, when I fire up outlook, the setup application for the desktop client is launched. During the checks, it reports the following issues Errors: * The user running setup is not a domain user * Microsoft outlook was not initialized. Please run outlook and configure your mail account * Setup failed to verify whether the microsoft CRM message store already exists Warning: * Setup cannot connect to the microsoft CRM server. This might indicate the server is down For info, the user I'm logged on with, is not only a domain user, but has domain admin rights, outlook does have a valid profile, and works perfectly. I'm running Windows XP, fully patched, Office 2003 SP2. Can anybody please offer any help? I'm affraid I'm new to Microsoft CRM. Tag: MAS 200 users group Tag: 86763
  - 3
    - hide/remove delete task? hi all, is it possible that i can hide the "delete task" menu under Action--Delete Task when i open a task activity form? this is because i dont wan the user delete the task any way.Any suggestion ? Thank you for the help Tag: MAS 200 users group Tag: 86761
  - 4
    - Sharing of opportunity I change the manager of an existing user, (not in the same tree of BU- a business requirement). Now I need to share the existing opportunities with the new manager of the user. I did not find any event in change manager sequence where I can use my callout. I have checked it with postassign. Can anybody tell me what could be the solution for this? Tag: MAS 200 users group Tag: 86760
  - 5
    - Upgrade CRM operating system and SQL server Hi all, I have CRM set up as the following, Machine 1: CRM 3.0 server - window 2000 advance server Machine 2: SQL server - Window 2000 advance server with SQL 2000 server, report server 2000. I plan to upgrade these 2 machines to window 2003 and SQL server 2005. Anyone has ideal what is the best sequence to perform the upgrade? Operating System first? Is there anything needs to take note when performing the upgrade? I really appreciate if anyone can give the instruction on how to upgrade the OS and SQL in CRM enviroment. Thank you, Best regards, Ken Tag: MAS 200 users group Tag: 86759
  - 6
    - Email Tracking Problem Hi Guys, I'm running Outlook 2003 with the CRM plugin but running into issues when clicking on 'Track in CRM'. I have two mailboxes in Outlook, my own and a support mailbox. I login to Windows as myself. Is it possible for me to track emails in the support mailbox? If so, How? As I'm receiving this: "Only items in the default Microsoft Outlook store can be promoted to Microsoft CRM" Thanks, Martin Tag: MAS 200 users group Tag: 86758
  - 7
    - email to owner of queue when email received Hello Community, i want to get a notification-email if there is a new email received by a crm-queue. I am the owner of the queue. Is it possible to do that with workflows? Tag: MAS 200 users group Tag: 86757
  - 8
    - quick campaign in isv.config Hello. i want to insert one custom NavBar for quick campaign into the isv.config? I didnt find the entity name to do this! Thanks for any help. RenÃ© Tag: MAS 200 users group Tag: 86755
  - 9
    - Creating activities on other's behalf We regularly create telephone calls for colleagues. However, it is currently impossible to change the ownership of the activities to the colleague the activity is created for, with the result that the activity stays in the Activity list of the organizer. The data in this list also doesn't change, even if the activity has been chenged. This is a security-role issue, so I have checked and changed these, but this doesn't seem to help. All my colleagues have all possible right concerning activities within the Business Unit. Does someone have a suggestion as to what the problem might be? TIA petra Tag: MAS 200 users group Tag: 86753
  - 10
    - Call out to detect attaching files Hi All, Is there a method to write a callout to detect file uploads. i knoe that when i file is uploading it's going to annotation entity. i have written preupdate and postupdate methods to track this. but when i add a file the event doesn't get fired and doesn't indicate the changes. later if i do a change to the note then i'm able to see the changes. can anyone tell me the reason... Thanks, Charith Tag: MAS 200 users group Tag: 86750
  - 11
    - Email template for custom entity Hi all, it is able create email template for custom entity? bec i cant select custom entity in email template . what step should i do to allow create email template for custom entity Thank you Tag: MAS 200 users group Tag: 86749
  - 12
    - How to remove/hide "click here to enter a new note" link button? My business rule is after get resolved, the case cannot be added a new note in Description. I tried to view Page source but counldn't find the link button. How can I hide or remove it? Anyone can help? Tag: MAS 200 users group Tag: 86745
  - 13
    - Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Port Hi Everybody I am working on MS CRM3.0 and I want to Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Portal Server. Any Help??????? Thanks in Advance -- Jaber Tag: MAS 200 users group Tag: 86736
  - 14
    - Issue with mapping to Territory We are having an issue with our Territory entity and hope that someone can help. Our Territory entity maps to Users and Accounts, but we can not map it to any other entity. Can we map it to other entities? If so, how? Thanks Tag: MAS 200 users group Tag: 86729
  - 15
    - How to assign a list of products to a customer Hi, I am a new user in CRM and i need to know how is the best way to assign a list of products to a customer. Right now i have to create all the products that my company sells but i don't see how to assign them to the customers. Do i have to create a new table? Please somebody help me Thanks, Nathalia Tag: MAS 200 users group Tag: 86728
  - 16
    - Email with attachments I have a user reporting that since installing the Laptop CRM client, email with attachments will just sit in his outbox unable to send. Has anyone else heard of a problem like this. He is the only client that we have running Vista. Tag: MAS 200 users group Tag: 86727
  - 17
    - CRM vs BCM Looking for recommendations on using CRM vs Business Contact Manager w/outlook. I am a small business with 8 employees. Like BCM due to the integration of Outlook, but not sure it's as effecient as CRM. We would utilitize the custom fields in either software for our own data and I'm after a good customer contact history record. Any advise would be greatly appreciated! Tag: MAS 200 users group Tag: 86726
  - 18
    - CRM v3r2 We use SBS 2003 R2 and I would like to install CRM v3r2. Where could download it? We have SA but we never received this latest release. TIA -- Stefano Tag: MAS 200 users group Tag: 86722
  - 19
    - How does email tracking work? We're having an issue with email tracking and I want to understand the process in hopes of troubleshooting. We use the Outlook client and CRM Router. When I send a tracked email externally and get a reply, I know a rule fires that forwards the reply to another mailbox which does the tracking. Shortly after receiving the message, the message's icon in Outlook changes to the CRM icon. What's triggering that change? Something gets updated on Exchange? Tag: MAS 200 users group Tag: 86721
  - 20
    - Can Workflow update Read Only Fields Hi, I have a workflow that updates the status reason property on Orders just how we want. But, I now want to make the field read only so users cannot manually alter it. When I change the fields to Read Only it appears the workflow can no longer do the update - have I missed something ? Thanks Ian Tag: MAS 200 users group Tag: 86719
  - 21
    - appointment hi message before keeping the appointment, to avoid to keep two appointments in the same date. thanks Tag: MAS 200 users group Tag: 86718
  - 22
    - HowTo hidde a workflow rule Hi all, I've made my first crm workflow rule, on contact creation (simply add some values in fields). When I come back on the CRM web interface, when I select a contact and choose Other Actions/Apply rule..., I can see my rule. As it's an automatic rule, I'm surprised it's displayed to the users. Is there a way, when creating a rule, to hidde it from then crm interface ? Thanks in advance. DA Tag: MAS 200 users group Tag: 86717
  - 23
    - Mail merge - Quotes via e-mail Hi A costumer want to send quotes via e-mail and a default e-mail template. How can I: 1. Add the company's logo in the template? Insert a image, or maybe insert a html link and place the image on a web server? 2. In the template we want to merge the products from the quote, and not only the quote-amount. Thanks for you help. Best regards Jacob Mondrup www.vivant.dk Denmark [logo] {Costumer name} {Costumer address} {Costumer zip and city} Dear {Full Name} Tag: MAS 200 users group Tag: 86716
  - 24
    - CRM Integration with Outlook Mail Client Hello, I'm new to CRM, just rolled out our system last week. Unfortunately we were led to believe by our vendor that we would be able to use our Outlook mail client as our primary tool for e-mail which doesn't seem to be possible. When I open a contact through CRM I want to click on the contact's email address and have an Outlook mail client open up and automatically be tracked in CRM. Currently we have to copy the contact's email address from CRM then create a new mail message in Outlook, paste the address and then click the "Track in CRM" button. Is there any way around this? My users are not happy with the CRM mail client due to the lack of signature pickers etc... Too many steps in using the template based system in CRM. Any help is greatly appreciated. Thanks Tag: MAS 200 users group Tag: 86714
  - 25
    - Microsoft CRM v3r2 on SBS Server 2003 R2. Update rollup2 Here Is my situation: I have installed SBS Server 2003 R2 and MS CRM v3r2. There is no mention about this kind of configuration on supported operating systems update rollup2 download page (there is only mentioned Small business server 2003). So can I install it?. my crm version is 3.0.5300.0 Thanks, Henri Tag: MAS 200 users group Tag: 86713

I am interested in forming a MAS 90\200 users group online, and if
possible monthly face-to-face meetings in\around the Philadelphia area
(PA, NJ, DE, MD). The idea would of course be to share ideas and
insights and solve usage issues\problems. Would anyone be interested
in this?

Jim in Boothwyn, PA

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