workflow e-mail template dropdown list is empty

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- Previous
  - 1
    - A Test and Training Domain Hi All What Would the Implication be if I setup a new Active Directory forest called Adventure Works on my Current AD Network. I want to use this new Domain for training and Testing. I want to Load the Sample Data on the CRM server in the Adventure Active Directory will I have acces to this data from my Active Directory or should I setup a trust or do anyone have some Ideas pleas. Thx in Need the for Help Tag: workflow e-mail template dropdown list is empty Tag: 42225
  - 2
    - Problem to modify KB after change the template Hi, Something strange. I create a Knowledge base template and Write article, submit... If I change my KB tmeplate, put my article in draft mode and try to add information in the new section I add in the template it doesn't work. Any idea? Did MS could have a fix for that? Sylvie Tag: workflow e-mail template dropdown list is empty Tag: 42224
  - 3
    - Activate and deactivate a order Hello, it is possibile "activate" and "de-activate" a order? In the CRM the status possible are: active, annull and submitted. I would like change the status if a attibute of account are null or not null. It's possible? Thank you, Sergio Tag: workflow e-mail template dropdown list is empty Tag: 42218
  - 4
    - Attachment to a Quotation Does anyone know how to attach a file (Word file) to a Quotation record? The file would contain the actual quotation sent to the customer. Cheers H. Tag: workflow e-mail template dropdown list is empty Tag: 42207
  - 5
    - Problem between SFO and MCAfee 8.0 Hi, We have a problem with SFO and Macfee 8.0. Because CRM access TEMP folder and McAfee block something in TEMP folder, I have an error message, I fond the solution in KB of Microsoft but it's not what we need. They ask to deactivate the part of scanning in temp folder, but, for security reason I need to keep this function of McAfee activate. Did somebody already had this proble? Sylvie Tag: workflow e-mail template dropdown list is empty Tag: 42204
  - 6
    - login promp twince in CRM Report Hi, Did somebody know why I always have a login prompt twice when a user whant to see CRM report. They already login in CRM. Thanks, Sylvie Tag: workflow e-mail template dropdown list is empty Tag: 42203
  - 7
    - CRM server powered down I have had a power outage in the server room, and the CRM server powered down (not through a standard shutdown). Since rebooting nobody can log in to CRM now. Everybody gets an error message saying "An error has occurred. For more information, contact your system administrator." Can anybody suggest where I begin to fix this? Tag: workflow e-mail template dropdown list is empty Tag: 42196
  - 8
    - Credentials Timeout I have been reading through some of the posts about login problems I have taken some advice and added my crm server to the intranet zone in IE and also set the option to automatically login to intranet zone. The problem I have is if I set this up the machine seems to 'drop out' of crm after about 15 minutes. This causes a page cannot be displayed on the crm and also the avaya integration comes up with 'invalid parameter' if a call comes in. The way to fix this is to press ctrl-alt-del and lock the computer and then unlock and put the domain password in again. This has pointed me to the fact that the domain credentials seem to be 'timing out'. P.S when the machine 'drops out' the user also can't access any mapped drives on the server either until I have put the domain password in again. Tag: workflow e-mail template dropdown list is empty Tag: 42194
  - 9
    - Personalise bulk distribution? Hi, I've searched the articles but cannot seem to find an answer or documentation anywhere. I am trying to send emails from a template in CRM to a list of recipients but everytime I do so all the emails sent has the name and details of only the first recipient in the emails. Can CRM send email to more than one recipient at the same time and change the details in all the emails to the details of the individual recipients? As in first name, last name, company name, etc in the body of the message? Thanks, Andre' -- Andre'''' The Business Zone 31 Durban South Africa Tag: workflow e-mail template dropdown list is empty Tag: 42193
  - 10
    - Getting CRM fields into outlook contacts? Can someone point me to how to get one of my CRM fields (parent account) to show up in outlook contacts. I know that in outlook I have to customize current view and add the fields, just am not sure how I get that field to show up from CRM. Thanks. Tag: workflow e-mail template dropdown list is empty Tag: 42185
  - 11
    - Leads I notice that when putting leads into CRM they show up with names. How can I get the leads to be sorted by company? Many of our leads are within companies and that would be more suitable for our needs. -- Linda Tag: workflow e-mail template dropdown list is empty Tag: 42184
  - 12
    - Adding user / deployment manager This is a multi-part message in MIME format. ------=_NextPart_000_00F2_01C59850.B067B780 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Can anyone help with this error I'm getting, so far installed software = on server and then get this The server localhost is not responding. this might happen if it is = currently unavailable, it is not a Microsoft CRM server, or you do not = have specific privileges to run user manager. for more information = contact your system administrator. Never used this package before and want to give it a trail. Thanks Mark ------=_NextPart_000_00F2_01C59850.B067B780 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2800.1505" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV> <DIV><FONT face=3DArial>Can anyone help with this error I'm getting, so = far=20 installed software on server and then get this</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>The server localhost is not responding. this = might happen=20 if it is currently unavailable, it is not a Microsoft CRM server, or you = do not=20 have specific privileges to run user manager. for more information = contact your=20 system administrator.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>Never used this package before and want to give = it a=20 trail.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>Thanks</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>Mark</FONT></DIV></DIV></BODY></HTML> ------=_NextPart_000_00F2_01C59850.B067B780-- Tag: workflow e-mail template dropdown list is empty Tag: 42168
  - 13
    - Creating user after big mess up I had an issue with license and followed a recommended procedure of removing and reinstalling the license. Now I have locked everyone out of CRM! I can't add users through Deployment manager it gives me the error: "The user has not been granted any licenses or the user has not been assigned any roles (80042f09)" I can not open CRM because there are no users installed. I am running windows server 2003 w/sp1 and SQL with latest SP. Running CRM 1.2 Any help would be appreciated! Tag: workflow e-mail template dropdown list is empty Tag: 42162
  - 14
    - [object Error] when trying to print From one machine (mine, running Win XP SP2), I get an [object Error] when trying to print a report. I have never been prompted to install the ActiveX Crystal Viewer as has happened on other machines, even though I have reduced all of the security settings. Any thoughts on how this can be resolved? Thanks Leigh Tag: workflow e-mail template dropdown list is empty Tag: 42159
  - 15
    - Workflow - Setting An Activity Date Hi, I've read a whole bunch of posts on workflow but cannot find the answer to my problem. I want to create a rule that on activation of a Quote a task is created with the task due date set to 7 days prior to the quotation expiry date. Cheers Andy. Tag: workflow e-mail template dropdown list is empty Tag: 42158
  - 16
    - Sales for Outlook to off-line state Hello, I tried to get Sales for Outlook to off-line state, but after I confirmed Synchronization window with OK button and Initialization window occured, it crashed in a few seconds with following error: SQL Server does not exist or access denied. We have full SQL server installed. And I donâ??t know what could help Sales for Outlook to see and access SQL server. Clientâ??s on-line state works without any problems. I would appreciate it if you could help me with any idea. Tag: workflow e-mail template dropdown list is empty Tag: 42155
  - 17
    - Security Roles for Reports I see in the help documentation that there are four levels of security for running reports. Admin, Executive, Manager and User Where is this configured? I cannot find it in the security role settings. We need to give salespeople access to reports on the contacts, leads, accounts, activities and opportunities -- but only their own and not others Tag: workflow e-mail template dropdown list is empty Tag: 42154
  - 18
    - Using CRM Application Pool for Custom ASP.NET application Hi All I am having 2 server based CRM configuration set that is CRM database is on other server, My intallation on multi server went well and CRM is working fine. I have asp.net application which also uses the same database server as CRM and it is deployed on CRM web server. I have added this ASP.NET application to the Application Pool that CRM is using so that I don't have problem in Connecting to Database server however though CRM is able to connect to the database my ASP.NET application is not getting trusted connection on sql server. What am i doing wrong here? Do I have to do some more setting to get it working? Please help Makarand Tag: workflow e-mail template dropdown list is empty Tag: 42152
  - 19
    - Help: Error when working disconnected in sales outlook When attempt to work connectionless, it appears to me the following message in all folders: "Cannot access rights of or privilege sufficient lacks to conduct this action". The user is administrator in local machine. The OS is WINDOWS XP SP2 HOME EDITION. Tag: workflow e-mail template dropdown list is empty Tag: 42148
  - 20
    - ISV.Config not recognising changes Hi I am trying to add ToolBar buttons to the Account form for using the MapPoint web service. I have added the required code to the ISV.Config file, but am not seeing any sign of the buttons on the form. I have re-started IIS (using iisreset) on the server following the change I have renamed all other instances of isv.config on the server I have even added some mal-formed XML to the file to see if I can break it, and CRM just keeps coming up unchanged as usual. I can't see what else I can do! Any ideas? Thanks Rob Tag: workflow e-mail template dropdown list is empty Tag: 42147
  - 21
    - Due Date on activity a required field Is there any way to make due date on the activity record a required field? Thanks James Tag: workflow e-mail template dropdown list is empty Tag: 42144
  - 22
    - Problem when adding an appointment in CRM from the SFO ver. 1.2 When the users make an appointment in the SFO, its fails. The SFO makes the activity on the contact, but the Outlook synchronisation fails. The appointment does not appear in the Outlook calendar. Then we reinstall the appointment form in Outlook, clear the forms cache, and the problem is resolved. Then after some time (weeks) the problem comes back. Any ideas? Best regards Jacob Mondrup IT Manager, Cultivator Denmark. Tag: workflow e-mail template dropdown list is empty Tag: 42142
  - 23
    - Installation -failed to create Microsoft CRM databases- When I try to install MS SRM, I get the message "Failed to install Microsoft Customer Relationship management Server. Failed to create Microsoft CRM databases. Unknown error. (80040E14). How can I resolve this problem. Please... Tag: workflow e-mail template dropdown list is empty Tag: 42137
  - 24
    - CRm and map point Hello all, i am new to this forum and appologize if i am not in the right forum to ask this question... Currently we use a product called Visual CRM, which works in conjuntion with our Visual Manafacturing... thye both use the same database, however we do not really use the CRM module of visual that much. SO my boss asked me to check out MS CRM. Now i have a few questions to ask.. 1) Can MS CRM be used with map point? Most sales guys here use map point as there CRM alone. 2) Is it possible to import data from my visual database of current users to MS CRM, is there any import function in MS CRM? 3) Is this MS CRM a networkable application? Is all info kept in a databse on the server whetre anyone with proper permission can access sales guy A's info but not sales guy B info? Thanks in advance for any help... -- Rob... Tag: workflow e-mail template dropdown list is empty Tag: 42116
  - 25
    - I am not able adding my userid to CRM user During the CRM installation and learning time, I added my usename to some of the account created by CRM installation. Later I understood the right way to add users and added 3 user to CRM. The process was fine for two user but give an error with my username. Now I have 2 user running and 1 username shown in the CRM userlist, but with no rights and no licence assigned. Anyone could tell me how I delete my username and reassign it? I cannot delete my username from the userlist, neither i would change my username in the CRM. Tag: workflow e-mail template dropdown list is empty Tag: 42115
- Next
  - 1
    - Question about CRM Server migration HI, I would like to put my CRM app Server onto a new machine. Actually, the apps are on one machine, SQL is on another one and AD is on a third one. I would like to know if the only thing I have to do is to install CRM server on the new machine and specify to use old data and old AD. Question : - What happens with form customization? Do I need to do a "Deployment manager full deploy"? - What happens with custom report that has been deployed? - Is there any way to make SFOulook client point to the new server? Should I be better removing the old machine from the network and using the same machine name for the new one? That way I would avoid having to modify lots of client configuration? Any link to document where I could find information? Thanks! Tag: workflow e-mail template dropdown list is empty Tag: 42103
  - 2
    - Case reports Hi Guys, we are using CRM for logging our service calls but have a few issues which I hope someone might be able to help with. Firstly, when logging onsite visits we are recording them as appointments but we need to report on these to automatically produce onsite job sheets, incorporating information from the appointment, case and account records. I've created a report in Crystal with varying degrees of success as it seems to miss of information from Account records and also doesn't seem to restrict the report to Appontment activities, despite my filter. Has anyone else done anything like this successfully? Secondly, we would like to be able to offer our customers some form of update on their case history, either via a report or restricted viewing to their case history. I know there are a couple of 3rd party plugins which allow remote access to CRM but on investigation these seem horrendously expensive & OTT for us. Does anyone know if it's possible to automatically email a report at a certain time, perhaps via the workflow manager? We could then create a Case Activity by Case report for each customer and email it daily. Finally (honest!) does anyone know if the next version of CRM has any better interaction between the Outlook plugin and the Service side? We are running 1.2 and it's really annoying that you can create a new lead, opportunity, quote etc from an incoming email but not a case! Again, if anyone has discovered a way to do this I woud be very grateful for any advice! Many thanks Ruth Tag: workflow e-mail template dropdown list is empty Tag: 42099
  - 3
    - How to see incoming emails within CRM? Hi all, where can I read how to setup CRM so we can see incoming emails for a given accounts (ex, support@..) in a queue? We have already configured a queue and can send mails OUT of CRM. Regards, Vadim Tag: workflow e-mail template dropdown list is empty Tag: 42095
  - 4
    - Problem with importing contacts from MS Outlook, TXT file, CSV fil Hello I'm trying to import contacts from MS Outlook , TXT file or CSV file the problem is, when i'm trying to import the contacts into the CRM version 1.2 there's an error "Microsoft Internet Explorer" "A system error occurred while the data was being imported. The import wizard will now close" Whatever i tried there is the same error like this i tried from "MS Outlook contacts" from CSV file, from TXT file... but without any success results. I'm sure that the contacts are correct, because i tried to import them from file into MS Outlook, and it works... but when i try to import it into CRM the error is known.... Can someone help me with this annoying problem please? Tag: workflow e-mail template dropdown list is empty Tag: 42077
  - 5
    - Sent Mail Question I'm new to CRM 1.2 so patience please. It appears that if I send a mail message to a Contact that I have in an Account in CRM 1.2 that the only record of that activity lies within CRM. Looking in my Sent Mail folder I find no record of the action. Environment: SBS 2003 Exch Svr 6.5.7226 (SP1) XP-Pro desktop I send the mail within the CRMweb site as an Activity associated with a Contact. The sent mail appears in the Contact's History but for some reason MS elected not to order these by Date (at least not that I can figure out). More importantly to me, I have no single screen showing all mail activity to an Account organized in date order. My hope was to set up a separate folder for each Account in Outlook's Sent Mail so that I could aggregate all sent items in one location that would be ordered by date. This organization of data is supported in Outlook's Business Contacts Manager and is quite handy. I don't see that capability in CRM so the idea of organizing them in Sent Mail subfolders is actually a work around to get CRM to give me the functionality experienced in Outlook's Business Contacts Manager. Open to any thoughts / suggestions. Thanks! Tag: workflow e-mail template dropdown list is empty Tag: 42076
  - 6
    - Need to change to Service account for CRM Becuase of some problems on our system, I now have the need to changed the service account for the CRM System. Does anyone have a procedure or is there a method to make the change easily. Can I just create a new Account and set the services to use the new Account. Tag: workflow e-mail template dropdown list is empty Tag: 42063
  - 7
    - Deactivate then Save & Close Hi All, I have a simple workflow linked to a custom button that just deactivates the contact, but then the users have to click "save and close", does anyone know of a way to to make this happen as part of the workflow? Thanks in advance Simon ... Tag: workflow e-mail template dropdown list is empty Tag: 42062
  - 8
    - Contract Template Is there anyway that I can customize the Contract templates form? I would like to make changes to the RESPONSE LEVEL picklist. Thank you in advance. -Horia Tag: workflow e-mail template dropdown list is empty Tag: 42061
  - 9
    - Workflow e-mail opportunity info I have created a workflow that sends the VP of Sales an e-mail when a new opportunity is created that is greater than a certain value and that part is working fine. I am including the opportunity name and the estimated value without a hitch. But I have been unsuccessful in attaching the "opportunity customer" (which appears to be a field in the deployment manager) nor can I get the "opportunity owner" to appear in the e-mail. Each time I just get a unique identifier, such as, {776BECB2-DB4F-4652-8885-395D1A4A5D86}. My goal is to get the account or contact name and the opportunity owner in the e-mail. Any thoughts? Tag: workflow e-mail template dropdown list is empty Tag: 42056
  - 10
    - Is direct database access ok as CRM customization? Hi everyone, if i directly access CRM database through sql query, which is just a SELECT query. Is this OK by Microsoft standards as i am not doing any insertion or updation in database. Waiting... uMar Khan Tag: workflow e-mail template dropdown list is empty Tag: 42052
  - 11
    - CRM-12-228 - Extending Microsoft CRM using .NET Hi Does anyone know what this course/exam covers as I cannot seem to find anything about it? Thanks Julian Tag: workflow e-mail template dropdown list is empty Tag: 42044
  - 12
    - Quote Format I am trying to customize the quote form to apply some graphics and make it look "nice" to our customers. Has anyone had any luck with applying a logo on the Quote form? Tag: workflow e-mail template dropdown list is empty Tag: 42043
  - 13
    - Sorting views....what's up?????? Hello, I've seen a couple of posts on this and just cannot believe what I'm reading! We've created several custom account views (ie Active Accounts, Inactive Accounts, My Accounts, etc). We've added 10+ so far, and were planning on adding more to the drop down list. All of a sudden out of the blue this morning the views are in a completely random order. All along they've been sorted alphabetically. Now today, they're completed jumbled in the drop down and unusable. I'm reading that there is no way to resort - is this true?? And why would it all of a sudden be jumbled, when all along its been alphabetical? Anyone have any ideas? Thanks, Jim Tag: workflow e-mail template dropdown list is empty Tag: 42042
  - 14
    - CRM 3.0 Feature Does anyone happen to know if I will be able to assign a CRM Task to a non-CRM user from the Outlook client and then have any further actions such as acceptance, denial, or completion by this non-CRM user show up for that task within the CRM app itself? Tag: workflow e-mail template dropdown list is empty Tag: 42041
  - 15
    - Creating a duplicate lead Am I right in assuming there is no way to create a duplicate lead from an existing one? I'm asking because I have multiple people within the same company - would like to add a second lead without retyping all the address info, etc., that would be exactly the same. Tag: workflow e-mail template dropdown list is empty Tag: 42039
  - 16
    - variable for current owner? (want to use to create new "My" view) I want to create a new view which is just like "My Active Contacts" but with an additional filter criteria. I want the results to vary by user. So instead of creating separate views for each user (Tom's Active Contacts in MA), it would change itself per user and the new view would be "My Active Contacts in MA". The results would be all active contacts in MA who are owned by the current user. How do I specify to use the current user in the Filter criteria? All help much appreciated! -Sarah Tag: workflow e-mail template dropdown list is empty Tag: 42038
  - 17
    - KB Search in Service I have added, a new KB article in to the KB. However, whenever I search for the article within the Service - Customer Service of CRM I don't get a result from the KB. However, if I try a search within my Workplace then I get a response. Is this due to the searching not being turned on within the Service section of CRM??? If so how do I turn it on?? Tag: workflow e-mail template dropdown list is empty Tag: 42034
  - 18
    - Sales for Outlook vs clustered environment Fault-tolerance is extremely important in some cases, and some partners also would like to use Sales for Outlook Client because of their business needs. Using a standalone SQL server doesnâ??t meets this needs, so sometimes we have to use Microsoft Clustering Services and implement a SQL Server Cluster with least two nodes. I read the technical articles to find a solution, but I found only one which explains that Sales for Outlook Client does not work in a clustered environment. For further investigations, I configured a test environment with four servers: one IIS (CRM) server, one DC which runs other necessary services (like DNS), and two SQL 2000 Servers in an active/passive cluster. I installed Microsoft CRM, and configured it to use the SQL virtual server as database server. MSCRM browser client worked correctly. Then I installed Sales for Outlook Client on a test client computer, and tried to synchronize with MSCRM. Synchronization stopped with error, of course. I read the error logs and I thought that synchronization problems are originating by the SQL replication configuration. MSCRM installer places the replication snapshot folder (MSCRMSnapshotShare) on the SQL Serverâ??s physical disk, and of course it is impossible in a clustered environment. Then I added a file share to the cluster resources with the same name as the Sales for Outlook Client uses during the synchronization process (MSCRMSnapshotShare), and configured the SQL replication to use that folder as its default snapshot folder. After these steps, Sales for Outlook synchronization worked correctly even if a cluster node is down, and resources moved to the another node. Now I would like to know, is my solution supported by Microsoft or not. I think fault-tolerant and highly available CRM solution is not only useful, but necessary in many other cases ---------------- 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=ee6c6936-7a59-491a-88b6-0fa51eb43b6b&dg=microsoft.public.crm Tag: workflow e-mail template dropdown list is empty Tag: 42032
  - 19
    - Read Receipt problem in SFO I have struck a problem in SFO to do with read receipts. If I generate a normal Outlook email and set the option to request a read receipt and delivery receipt, then the functionality is normal in that the recipient is offered a dialog box choice to send a read receipt and the sender receives a delivery receipt. If the recipient chooses to send a read receipt, then the sender receives it. However, if I generate a CRM email using the CRM toolbar in Outlook, then the above does not occur. No delivery receipt is received by the sender, no dialog offering to send a read receipt is displayed to the recipient and thus no read receipt is received by the sender. Is this normal CRM / SFO behaviour? Has anyone else encountered this? Thanks all. John Balsillie -- John Balsillie Tag: workflow e-mail template dropdown list is empty Tag: 41939
  - 20
    - Integration with InfoPath I'm trying to create an integration with InfoPath that allows me to pull data from the CRM system into an InfooPath form. I found the article on MSDN on how to do this, but I can;t get the example code to work. I've created a web service using the example code but when I invoke the web method it returns the following error: <?xml version="1.0" encoding="utf-8" ?> <Error>System.Web.Services.Protocols.SoapException: SOAP Server Application Faulted at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.Platform.Proxy.BizUser.WhoAmI() at FetchAllAccounts.FetchAllAccounts.Fetch()</Error> Can anyone help me troubleshoot this? Thanks, Tim Long TiGra Networks Tag: workflow e-mail template dropdown list is empty Tag: 41934
  - 21
    - Credit Invoice (negative amount) Hi We need to enter Adjustment Invoices or Credit memo in CRM. Is there a workaround/way to do it in CRM? I am sure many of you might have faced this problem. Thanks, Roof. Tag: workflow e-mail template dropdown list is empty Tag: 41925
  - 22
    - Linking Accounts - Many to Many Relationship I want to set this up right on our new roll-out of CRM. Business situation: We provide services to our CUSTOMERS (which are always organizations so we are setting these up as Accounts.). Of course that involves a sales process to decision makers within the CUSTOMER ACCOUNT and then post-sale keeping track of employees of the CUSTOMER who set up file feeds to us, etc. So far no problem. But we also have a number of specific individuals who are not-employees of the CUSTOMER and are not our employees (ie. Users). These are people (and their organizations) such as the following two examples*: 1) the individuals within the Marketing Partner organization that helped us make the sale to the CUSTOMER 2) the individuals who work for the CUSTOMER's administrative services organization who have a role in setting up the ongoing business process and people such as their technical support staff etc. *(there are more similar types of relationships to examples above that need to be kept as well) Say we have customer A and B and C and D...... Customer A and C may have been sold by staff at Marketing Partner org #1. Customer B by staff at Marketing Partner #2 (and we sold D directly). Also Customer A, C and D use Admin Services Organization = X. And Customer B uses Admin Services Organization= Y. As you can see we don't want to constantly create entries for the same staff and the same third party organizations as contacts under each Customer Account. Add we'd like to see all of the Customers who were sold by #1 or #2,etc And we need to see what customers use AdminServOrg X or Y, etc. (perhaps 100 or more of these). And it would be nice to know who these people (who are not part of our org or the customer Account itself) work for as well. Yes this is a classic many to many relationship and with as many small firms involved in virtual organization delivery models I'd think something like this must be something others have needed to track as well. Tag: workflow e-mail template dropdown list is empty Tag: 41921
  - 23
    - Toolbar disappearing Hello, I am having a problem when I close Outlook and re-open it and the CRM tool bar disappears. If I click on the Microsoft CRM folder it will display a Page Can Not be Displayed page. I have been instructed to remove the Microsoft add-in and to try and add it again (crmaddin.dll file) and it works but once you close outlook and reopen it will disappear again. Any suggestions. WinXP using Office2003. Tag: workflow e-mail template dropdown list is empty Tag: 41917
  - 24
    - SFO CLient Fails to see Database Greetings, Any and all suggestions would be greatly appreciated. I have installed Sales For Outlook (SFO) successfully on two PC's. One was done remotely using Terminal Services one was done in office over the network. My problem is the third PC. I accidently installed the Sp4 for SQL before I did the Rollup for SFO. I launched Outlook and it said that the CRM toolbar was causing a problem and should be disabled. I did this. I went to the folder list and could see all our customized CRM folder (Accounts, Competition, Slaes etc) but it would not display the data. So I uninstalled in the following way: Removed MSCRM SFO REMOVED MSSQL Desktop Engine DELETED C:\Program Files\MSCRM DELETED C:\Program Files\MS SQL Server\MSSQL$CRM Did a search for MSCRM.pst not present. I reinstalled everything again. Now, the installation is smooth but I have no CRM toolbar and I only have the default folders. It is obviously not connecting to our DB. I right clicked the SQL icon and moved the settings to USERNAME\CRM to no avail I also tried this through Tools-->Options--> Other--> Advanced Options--> Com and Add-on Manger. I am doing all this work from 11PM until 3 or 4AM. It is the only time I can get to this persons PC once they have gone home and once my family time is over. So I figure sleep deprivation is causing me to overlook some settings. I have left the install intact hoping that it is a setting that I have missed. Liam PS How the heck do I get the CRM toolbar back. Funny how the small things niggle at you as you sleep...darn toolbar! Tag: workflow e-mail template dropdown list is empty Tag: 41915
  - 25
    - Hiding Deactivated Contacts from Associated View Is is possible to filter the Contacts "associated view" so that its doesn't display deactivated contacts? It doesn't seem possible using the provided tools, but maybe I'm missing something. Or is there an unsupported way to do it? TIA Peter Tag: workflow e-mail template dropdown list is empty Tag: 41913

hello

i want to create a rule for object (case ) like:
When case is created
e-mail to: (account); .... and here I want to put an e-mail template, but
the dropdown list is empty. I have created all kind of e-mail templates
but... the list is still empty.

can anybody tell me what can i do to see my templates there

thankyou

RE: workflow e-mail template dropdown list is empty by RichElliott

RichElliott
Thu Aug 04 11:54:14 CDT 2005

Have you entered an e-mail template for Case objects? Templates are stored
by object type. Did you publish the email template as public? E-mail
templates to be used in workflow, must be published as public, not private.

Hope this helps.

Rich Elliott
Associates Solutions, Inc.
www.associates-solutions.com

"razvanb" wrote:

> hello
>
> i want to create a rule for object (case ) like:
> When case is created
> e-mail to: (account); .... and here I want to put an e-mail template, but
> the dropdown list is empty. I have created all kind of e-mail templates
> but... the list is still empty.
>
> can anybody tell me what can i do to see my templates there
>
> thankyou
>

RE: workflow e-mail template dropdown list is empty by razvanb

razvanb
Mon Aug 22 08:26:06 CDT 2005

Yes i did all this thing but not no template apear .....
Yhank's anyway

razvan

"Rich Elliott" wrote:

> Have you entered an e-mail template for Case objects? Templates are stored
> by object type. Did you publish the email template as public? E-mail
> templates to be used in workflow, must be published as public, not private.
>
> Hope this helps.
>
> Rich Elliott
> Associates Solutions, Inc.
> www.associates-solutions.com
>
>
> "razvanb" wrote:
>
> > hello
> >
> > i want to create a rule for object (case ) like:
> > When case is created
> > e-mail to: (account); .... and here I want to put an e-mail template, but
> > the dropdown list is empty. I have created all kind of e-mail templates
> > but... the list is still empty.
> >
> > can anybody tell me what can i do to see my templates there
> >
> > thankyou
> >