workflow automatic rule

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- Previous
  - 1
    - Custom entity errors When I try to create a new entity I get the following message upon saving.. An error has occured please contact your system administrator. Everything else seems to be working. -- dld3 Tag: workflow automatic rule Tag: 63267
  - 2
    - Change normal letters in to Capitals Hi, I would like to automatically change the City field data into capitals. Does anyone has an idea how to do such a thing? Regards, Dirk F Tag: workflow automatic rule Tag: 63260
  - 3
    - Outlook Client installation should not unlink the PST folder It is a suggestion to the product MSCRM 3.0. We implemented the MSCRM 3.0 for our customer and it is at the final phase of the project. Unfortunitely, our customer has recently found out that the installation of CRM Client for Outlook, both Desktop and Laptop Clients, causes the originally linked PST files of the Outlook be unlinked. Our customer contacted the MBS Supports through the CustomerSource program and got a prompt feedback. The Supports conducted tests and confirmed the existence of this bug. However, the only solution they provided is a workaround to add the PST files back manually. Can there be any hotfix or wizard to tackle this problem? Our customer and we also think that it is difficult to make use of the suggested workaround method on thousands of the remote machines in the various locations in the world, or wait for the release of the next CRM version in 2007. Thanks for the concerns. ---------------- 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=c9b527a1-dd4a-408f-acbd-98e18a9a674f&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63259
  - 4
    - Contract Does not expire automatically Hi I use crm 3.0 and from 22/06/2006 contracts do not expire automatically when the expireson date passes. For example i have a contract which expires on 23/06/2006 and it is still active. All contracts from 22/06/2006 does not change status automatically when expires on date pass. Has anyone experience this before?? thanks Tag: workflow automatic rule Tag: 63256
  - 5
    - Knowledge Base Articles Hi CRMers, For the case entity, we have articles that are linked to the knowledge base. When my user selects an article, I hope to be able to copy the article and paste it into a 'ntext' to capture the article at that point in time. Can this be done? How? Once again, many thanks to those that have replied to my questions. Regards. Tag: workflow automatic rule Tag: 63255
  - 6
    - Chronology of Owners Hi CRMers, I hope to be able to keep a chronology of Owners that were assigned to a case. I am planning of attaching the owner to "Notes" each time the owner is changed. Can anyone advice if this is possible and how do I go about it? Many thanks in advance. Regards. Tag: workflow automatic rule Tag: 63254
  - 7
    - Scheduling activities - promoting error All of our users are receiving an error when scheduling an activity in either CRM Client for Outlook or the web-based application. ALL users are assigned to the System Administrator role. Error in CRM Client: "An error occured promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. This item has been saved to Microsoft Outlook but is not being tracked in Microsoft CRM" Error in Web-based application: "An error has occured. For more information, contact your system administrator." A second window then appears: "General failure in scheduling engine". I've done a repair installation on the CRM server without resolve. Help! Jerry Tag: workflow automatic rule Tag: 63244
  - 8
    - Co-Existance with Project on Same Server? Hello, We're a small company who is an MS partner and are looking to deploy CRM for our sales staff. While we are aware that you cannot have CRM and Exchange on the same server, we would like to consolidate some of our internal services to a singlular server. I am curious if Project Server and CRM can co-exist peacefully on the same server or not? I know I can use SharePoint on a CRM server, but being able to put Project Server as well would be very helpful. Thanks, Derek Tag: workflow automatic rule Tag: 63243
  - 9
    - Not able to save changes to system settings I have 3.0 with sample data. My issue is that I'm not able to save any changes to the system settings. I have SA right. Any idea? Thanks. Tag: workflow automatic rule Tag: 63238
  - 10
    - JScript for phone formatting I need a JScript for phone formatting on a phone field. Please help. fomrat: (xxx)xxx-xxxx Tag: workflow automatic rule Tag: 63237
  - 11
    - Cannot import customisations - various errors Well, I have created solution for a client which is currently running at 44 custom entities, including lots of changes to views and forms, and lots of jscript to consistently fill the names of "join" tables based on selected lookup fields. I have exported all customisations but just cannot import them again, no matter what I try. I developed them on the May virtual pc, exported them, then started a fresh VPC (tried both may & feb) and attempted to import them. I have had the SQL timeout error, so I added the oledbtimeout=0x240 to the registry (Jo Savidge - March31), and tried again and it still times out. I have restarted the server after applying this, but I don't think it ever uses this new value. Maybe I've mis-spelt it? Then I have attempted to import them one at a time, starting on the entities with no dependancies but I can either still get a timeout, or get the enitities imported with the FK attributes imported but no relationships. Or I will sometimes get the error "A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again." However as I'm only importing the entities' "metadata" rather than any records themselves, this error message leaves me a tad bemused and none the wiser. I would like to break up the import into pieces in order to understand where it's done something wrong, but this is hard because it seems that without all the related tables together, things like relationships can't be created. Is the import process thoroughly documented somewhere that I could read and maybe devise a more robust import scheme - maybe utilising the webservice methods to automate this process? I have put a huge effort into these customisations, their views, forms, relationships, jscipt, and sitemap. And phase 2 of the project was to add a similar number of entites bringing the total number close to 100. However without being able to rely on Customization Import to quickly apply these from development to test to production environments, this project is quickly looking vulnerable, and I will be left iwth much egg on my face. Any tips or strategies with Export/Import of Customizations would be greatly appreciated. cheers, Paul. Tag: workflow automatic rule Tag: 63236
  - 12
    - Retrieving ObjectTypeCode using client javascript? Is there a way to retrieve an entity's ObjectTypeCode via client script? Thanks. Tag: workflow automatic rule Tag: 63235
  - 13
    - Change 'Track in CRM' Status If a contact or task is designtated to be tracked in Outlook, how can I undo this so that it's no longer being tracked? Thanks Tag: workflow automatic rule Tag: 63233
  - 14
    - Where can I edit the Convert Lead (Status) List? Does anyone know where I can edit the Convert Lead list? Specifically the Status list? Thanks Tag: workflow automatic rule Tag: 63232
  - 15
    - Add new field that is User Lookup I have had many clients that need to attach multiple users to a single account. What I mean is there is an Owner for every account . That can be used as the "Account Manager" But what if you also need to track a loan processor to the account... Not possible. Suggestion: Allow a new filed type that is simply the CRM user list. It would also be great to be able to access these users via workflow (Send alert to loan processor). ---------------- 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=ac05a1b6-25a6-4a8f-982c-b76003b1c9dd&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63231
  - 16
    - Offline Sync at Intervals I have many clients the have sales guys that are on the road constantly. They want to remain "Offline" with their Outlook most of the time. They constantly forget to press the "go online" to send data up to server. I would suggest having an option to send changes up to server (with out going back online) at specific intervals (30 min or 2 hours...). These guys are good sales folks but not aware of technology. Having to Go Online, then immediately Go Offline does not make since to them... They just want the data to go up automatically. ---------------- 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=9e437c6f-42fb-4287-945b-ce7c2ede5a4e&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63230
  - 17
    - Auto Email connect to contact When pressing the "Track in CRM" button from Outlook and no "Regarding" entity is selected then email should be automatically attached to the contact that has that email address. Most emails are just to a contact. this way the emails would be visible from the contact without having to attach to the contact for every email done throughout the day. ---------------- 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=894a4461-66c1-4359-b806-50f049a23a22&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63229
  - 18
    - CRM Exchange route problem Hi Everyone, I installed CRM 3.0 without Exchange route about 2 month ago, Now I install Exchange server and CRM Exchange router. Please let me know how can I Change CRM Exchange router in MS CRM? I repair CRM Server but I encounter some problems, also I find a solution for this issue that I must changed CRM registery but my problem don't solved. -- Mohsen Ahmadi Tag: workflow automatic rule Tag: 63227
  - 19
    - Some more simple CRM 3.0 Questions - When e-mail is sent through CRM, since it doesn't sync with Outlook (i.e. sent folders), how do I force users to ONLY send e-mail through CRM so that all messages are tracked? The dilemma is that we want all messages tracked through CRM. - Is there a way to be automatically notified of any CRM patches? What about through WSUS? Tag: workflow automatic rule Tag: 63221
  - 20
    - PreCallout return messages I am trying to write a pre-callout routine. I have it working. When a certain condition is met, I return the abort return code and a message. Then I get this really bad end of the world type of screen from CRM - with my error in the middle. It looks like a exception was thrown, certainly not the nice little message that I provided. Is there a setting somewhere where I can get this to look presentable? If I use stop, even though I pass back a message - it doesnt' appear. Thanks in Advance! Tag: workflow automatic rule Tag: 63218
  - 21
    - Running Excel Report closes CRCM I have created an Excel report. When I run this report from the reports area in CRM it pops up and asks if I want to Save or Open. If I Open everything closes. I see a quick window pop up then everything is gone (CRM and Excel). Is there a setting I need to make to keep CRM open when running an Excel report? Thx Larry Tag: workflow automatic rule Tag: 63217
  - 22
    - Reports on working on new install I have a fresh install that I have been using for the past couple of weeks successfully. However, if I select the Reports icon in the My Work folder I get the following error (help please): Microsoft CRM Unhandled Error Details: Server Error in '/' Application -------------------------------------------------------------------------------- No connection could be made because the target machine actively refused it 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.Net.Sockets.SocketException: No connection could be made because the target machine actively refused it 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: [SocketException (0x274d): No connection could be made because the target machine actively refused it] System.Net.Sockets.Socket.DoConnect(EndPoint endPointSnapshot, SocketAddress socketAddress) +1002066 System.Net.Sockets.Socket.InternalConnect(EndPoint remoteEP) +33 System.Net.ServicePoint.ConnectSocketInternal(Boolean connectFailure, Socket s4, Socket s6, Socket& socket, IPAddress& address, ConnectSocketState state, IAsyncResult asyncResult, Int32 timeout, Exception& exception) +431 [WebException: Unable to connect to the remote server] System.Net.HttpWebRequest.GetRequestStream() +1504445 System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) +103 Microsoft.Crm.ReportingServices.ReportingService.GetResourceContents(String Resource, String& MimeType) +47 Microsoft.Crm.Reports.ReportCache.get_CategoryList() +351 Microsoft.Crm.Reports.Home.ConfigurePage() +964 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +19 System.Web.UI.Control.PreRenderRecursiveInternal() +77 System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +1360 Microsoft CRM Application Error Report: Error 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. Error Details: Exception of type 'System.Web.HttpUnhandledException' was thrown. Error Number: Source File: Not available Line Number: Not available Date: 06-23-2006 Time: 15:37:23 Type: Application Error (2) Server: cheetah Request URL: http://cheetah:5555/CRMReports/home_reports.aspx Basic Server & Client Information: What the End User would have seen: Tag: workflow automatic rule Tag: 63213
  - 23
    - CRM must support reoccurring tasks and appointments We are constantly telling customers how CRM works "just like" Outlook. I have had three different prospects ask if it support reoccurring tasks and appointments. ---------------- 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=c30e0c59-56ec-4e19-80ca-9be962220af6&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63212
  - 24
    - Date calc in Workflow I need to add a wait condition to a workflow to a Case. I have a field "NSDA Date Submitted". If the case is still opened and that date is over 7 days ago I need to create an activity (Reminder to contact the NSDA). How do I create the wait? I want to do something like - "IF (NSDA Date + 7 Days) then send reminder" Is this possible?? -- Thank You, Robert Tag: workflow automatic rule Tag: 63211
  - 25
    - Ability to edit customer relationships It appears that regardless of what permissions a user has on the customer relationship entity, a relationship between 2 accounts/contacts cannot be edited unless you are the user that created the relationship. Other users can DELETE the entity, but cannot edit the relationship. Any idea why this might be? Am I missing something? Tag: workflow automatic rule Tag: 63210
- Next
  - 1
    - Drop-Down Menus appear abnormal There are instances when a drop-down menu is selected, the menu is colored solid black where no options are viewable to select. This irregularity occurs from time to time. Any ideas what would cause this would be greatly appreciated. Thank you for your time. Tag: workflow automatic rule Tag: 63209
  - 2
    - Using the isv.config file properly I was trying to add a new entity navigation pane item to the Accounts entity so I created an isv.config file with the following contents... <configuration version="3.0.0000.0"> <Entities> <Entity name="account"> <NavBar> <NavBarItem Icon="/_imgs/ico_18_debug.gif" Title="Serial Numbers" Url="http://crmapps/SerialNumbers.aspx" Id="navAcctSerials" Area="Sales" /> </NavBar> </Entity> </Entities> </configuration> When I try to load CRM, it gives me a sitemap error. What am I doing wrong? Thanks Greg Tag: workflow automatic rule Tag: 63207
  - 3
    - Suggestion: Refresh current window mode It would be nice if there were an option in CRM to refresh the window that you're in rather than open a new window. e.g. When you are on an contact associated view in an account and you double click on the contact, the contact window replaces the account window so that the number of windows open is minimized. Lee Adler Tag: workflow automatic rule Tag: 63206
  - 4
    - Builk Import stuck "in progress" I have an activity which appears to be frozen! It has been In-progress for four hours now and "No of Successes" and "Failures" haven't changed. When I delete the activity, it tells me that it's in use and cannot be deleted. Help! Jerry Tag: workflow automatic rule Tag: 63198
  - 5
    - Reporting Service request authentication to execute a report Hello everyone! I'm having a problem to execute a report on Microsoft CRM 3.0. The CRM Server and SQL Server are under the same Domain. When I click on "Execute Report" it requerest my user name and password, after I type those informations the report runs normally. Any ideas of how can I solve this? Thank you very much! Tag: workflow automatic rule Tag: 63197
  - 6
    - Outlook and CRM 3.0 Hello When an email comes in to this person's Outlook folder and she completes the regarding field and click "Track in CRM" or when an email comes in with an existing GUID, the email is not attached to the contact/case, etc. in CRM 3.0. What is puzzling to me is that everyone else in her group with the same security roles and same settings, is able to do this. Does anyone have any ideas what would be the issue? Thank you for your time. Tag: workflow automatic rule Tag: 63196
  - 7
    - Shared Case View In CRM, we are able to assign a case to only one person and then share it. Is there any way to create shared view that shows all the shared cases? Thanks in advance!! Tag: workflow automatic rule Tag: 63195
  - 8
    - Simple CRM 3.0 Questions - If an account is no longer active, what's the process to make it inactive? - Can a lead have multiple contacts, with one acting as the primary contact? - When I create a new lead, what the 'Topic' field usually used for? - When creating a lead, on the Details Page, how can I add entries into the 'Industry' and 'Lead Source' drop down lists? - Will CRM track all e-mails associated with a lead? How do I ensure this? - How do I promote a Lead to an Opportunity to an Account? - What's the real definition of an Opportunity? It seems so grey compared to Lead Tag: workflow automatic rule Tag: 63193
  - 9
    - crm entity navigation keyboard shortcuts there are some keyboard shortcuts for doing things inside forms without the mouse but there aren't any for navigating from one entity to another or quickly open up a specific task, etc. ---------------- 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=e12a6f8b-7389-4532-86a3-0992dd2c4136&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63191
  - 10
    - Number Formatting Is there any way to specify that a certain number be formated in a specific way (such as "000-0")? The variable has been created already and there doesn't appear to be a way to edit it. Thanks in advance. Tag: workflow automatic rule Tag: 63175
  - 11
    - Change default Contract View to Active instead of Draft When you are itn eh account view and select the contracts link the default view will show you DRAFT contracts instead of Active Contracts. Since this is a entity that is embedded within an Entity there is no way to modify the default view to show Active. To reproduce what I am reffering to: Open an account record and click on the contracts link, it will show you the Draft contracts and then you have to manually change it to Active contracts with no way to make this default. ---------------- 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=c5919a6b-5139-4841-81f4-83cbc2fb81f5&dg=microsoft.public.crm Tag: workflow automatic rule Tag: 63172
  - 12
    - error 80044202 outlook laptop client crm installed in SBS2003 (MAPS license) and working via web. sbs2003 english, crm italian. crm webservices visible via browser. i could find the error number 80044202 (DisabledCRMAddinLoadFailure) showing the errors in the web.config (DevErrors="true") but NOTHING is written in newsgroups, web, google... ( i hope i searched well) My questions are: - do i need exchange server installed on the server ? - do i need a mailbox configured in the outlook client ? - how can i know if the client can connect to the crm ? - how can i know if outlook client is correctly installed ? - do i need a additional license for outlook plugin ? Thanks for support ! Tag: workflow automatic rule Tag: 63170
  - 13
    - Time Track and Billing I need to implement CRM that would generate quotes, track time and bill the clients. Right now, my company is using Footprints to track time, QuoteWerks to generate quotes, and QuickBooks to bill the customers. Those systems do not talk to each other and need to implement such functionality in Microsoft CRM 3.0. There are Quotes, Invoice, and Case in CRM. Can I use those? Any ideas? Thanks in advance!! james Tag: workflow automatic rule Tag: 63169
  - 14
    - Error on first screen Hello, I have a problem I hope you can help me with. I did a fresh install of MS CRM 3 I as far as I can see all went ok. But now when I open CRM I can see the menu bar on the left side of the screen but in the detail screen there is an error that I contact my administrator. Can anyone point me in the right direction? please help. Eric van der Niet Tag: workflow automatic rule Tag: 63168
  - 15
    - Customization Hi, I have a CRM 1.2 version, i need make some modifications: 1. Sum 2 fields(textbox's) and show in another textbox in the oportunnity form. 2. change textbox field "Probability" in Read-only status. How i do this???? Please, help me... a friend said, "create a Calculated fields", How i do this?? or what is the real solution for this problem?? Tag: workflow automatic rule Tag: 63167
  - 16
    - outlook client with another user hi, i wish to install outlook crm client on a PC on the domain, loggued with the user X, BUT parametred with the account Y (Y is a CRM user). I tried. Installation is OK but when i open outlook, it doesnt work. i think it use the account X "connected" but i want outlook use the account Y... I try to be clear but.... (MS CRM V 3.0 / Outlook 2003) tks Merci. Mary Tag: workflow automatic rule Tag: 63162
  - 17
    - Migration with DMF (CRM 3.0) doesn't migrate any records I've populated the cdf_Contacts (cdf_Contacts_ext and cdf_Contacts_info are also updated with the stored procedures). Every time the migration wizard finds all records but doesn't migratie any of them. In the log i see only (per every record): 6/23/2006 - 3:35:27 PM -- Recording migration status 6/23/2006 - 3:35:27 PM -- Creating object 6/23/2006 - 3:35:27 PM -- Failed to migrate object: 6/23/2006 - 3:35:27 PM -- <contact><statecode>0</statecode><owninguser>{B0D067DE-A5CF-DA11-BE91-00065B8DE0EC}</owninguser><emailaddress1>user@company.com</emailaddress1><firstname>John</firstname><lastname>Doe</lastname><statuscode>1</statuscode><territorycode>1</territorycode></contact> And no more info about what's wrong. Could you please point me in the right direction? Tag: workflow automatic rule Tag: 63160
  - 18
    - Customizations - Different Versions of SQL Has anyone tried exporting customizations from a Microsoft CRM 3.x instance that is running on SQL Server 2005 and then importing the customizations to the same version of Microsoft CRM that is running on SQL 2000 SP4? We have a customer that is going to run Microsoft CRM on 3.x and SQL Server 2000, but they are not going to have their environment ready by the time we need to start developing their customizations. Thus, my plan was to do them on the MSCRM VPC image and then export them and import them on the customers environment when it is ready. Jack Bender Tag: workflow automatic rule Tag: 63155
  - 19
    - Integration between MS CRM and Navision does MS CRM integrates with MS Navision? Tag: workflow automatic rule Tag: 63153
  - 20
    - RSUpdateRegestry failed Can anyone give me an idea how I can fix the follwing error when trying to install CRM 3.0 on Small Businees server. I have tried uninstalling and reinstalling but no luck. The error I get is: RSupdateRegistryAction failed Index was outside the bounds of the array. ANy help will be greatly appreciated. Tag: workflow automatic rule Tag: 63152
  - 21
    - Delete contact info in Outlook When you delete the full name of a contact in Outlook the name is blank in CRM even if it is a required field, insn't this an fault in Outlook/CRM ?? Emplyees can accidently delete info which isn't possible in CRM ! Jack Tag: workflow automatic rule Tag: 63150
  - 22
    - CRM MOBILE FUNCIONALITY Good morning, I'm working with CRM mobile 3.0 and i'm really surprised. This new product, as you know, is centralised in Sales, but... I can't close an activity or an opportunity from the Mobile Device, is that true?...It's really possible... Please, if somebody is already playing with this CRM modality and knows about it, tell me if this simple action is possible or not in CRM mobile 3.0 Tag: workflow automatic rule Tag: 63147
  - 23
    - Full Text search in article doesn't work properly with national characters Hi, I work with MS CRM 3.0 English, it is running on Windows 2003 English Std and database server is SQL Server 2005 Std. When I publish article to Knowledge Base in English language full text search work fine. When I use in summary section of article national characters (Czech), full text on words with national characters doesn't work. I was looking for cause of this behavior and I found in database Company_MSCRM table DocumentIndex and column SearchText. In this column is all text of article and I see there words with national characters and before and after nation character are spaces, for example 'c lov e ka'. That is the problem, when I try look for 'c lov e ka', full text find record. Database, table and this column have collation Latin1_General_CI_AS, but column SerachText is type ntext and ntext is Unicode filed. Where is problem? Why word 'cloveka' save CRM as 'c lov e ka' ? Thank you for all answers. Josef Bezdicka Tag: workflow automatic rule Tag: 63141
  - 24
    - Custom Entity search form and quick create Hello, I have two questions... 1. How come that for some entitites (for example a custom entity), there is no "New" button in the search form ? 2. How could I link the "New" button in the Account search form to the full creation form and not the quick create one ? TIA Tag: workflow automatic rule Tag: 63139
  - 25
    - Relationship between Entities Hi all, I have a little problem with one of my program. In this program I try to show the relationship between two objects. So the Releationship from the contact object is not very difficult (service.RetrieveEntityMetadata(this.SourceType.ToLower(), CrmMetaData.EntityFlags.All)). But the problem no is, to get the field mapping in this releationship (e.g. From account to contact accountid to customerid or addresse1_line1 to addresse2_line1). So is there a possibility to get this field mapping? Thanks, Andre Tag: workflow automatic rule Tag: 63137

Hi / Bonjour,

i have a problem with the launch of my automatic rules, created with
the administrator system ("restricted access" is checked...)

Exemple :
- creation of the rules with the administrator account (those of the
installation of crm)
- with another account/user, on another PC : launch of the rule,
manually : OK
- with another account/user, on another PC : launch of the rule,
automaticaly : NOT OK

for information, when i uncheck "restricted access", all is OK....it is
a question of rights but...

I could unckeck the "restricted access" forever but my partner doesn't
have a lot of licence...so, how can i make it run without giving a
licence to the admin...

sorry for my bad english...

tks for ideas or remarks...

Mary

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RE: workflow automatic rule by Shashi

Shashi
Mon Aug 21 22:55:01 CDT 2006

user with restricted access do not have any priv to create entity instances
in crm. So these rule will not work untill you save and activate the workflow
rules as a different user. The user should have administrator rights and
preferably be in the root BU (business unit). if the user is in a different
BU that root. the rules will be automatically triggered for that BU and its
child BUs.
Note the owner of the rule as seen in the wf manager indicates whose profile
will be used for automatic processing.

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