workflows

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- Previous
  - 1
    - No Attribute error when trying to save an account with parent acco I tried to add a parent account to an account form. The name of the parent account is displayed correctly in account form, but when I press Save or Save and Close button, I get "No attribute" error on the screen. The information about the parent account is not saved. I have made few customizations, but really donÂ´t think that they cause this problem. ThatÂ´s because as long as I donÂ´t touch the parent account field, save function works correctly. Who can I locate the reason for this problem? Tag: workflows Tag: 97479
  - 2
    - Migration from Lotus Notes Base CRM to MS CRM Hi, we need to migrate the data for a client who is using Lotus Notes base CRM, to MS CRM. Please provide any information regarding the same. Are there any tools available to do this? Thanks Sunil Tag: workflows Tag: 97473
  - 3
    - Opportunity - Opp product / error Hello, I have a question/bug(?) concerning opportunities, products and the estimated revenue. For a client of us, we need to default the revenue option to "user provided" and put the field to "read only" so no total revenue ican automatically calculated on the opportunity level. THey always need to enter the total revenue manually. But if I now add a product from the PriceList to an OpportunityProduct, the price_per_unit of this product from the PL is not fetched, and no total_amount is calculated on the Opportunity Product Level. If I now re-open the Opportunity Product, I/the_user sees the error message on top of the screen: "The following error occured: An error occurred during pricing of a detail line item." Results: Product: x ... Unit: Y Price per unit = 0,00 Quantity=100 Amount=0,00 I dont think it should be the case that if on Opportunity Level "user calculated" is provided, that on Opportunity_Product level no total_amounts are being calculated. Am I correct? So is this a normal result of my actions, or is there some sort of a bug? Thanks in advance, kind regards, Sebastiaan Dewolf Tag: workflows Tag: 97468
  - 4
    - Workflow Rule Failing in 3.0 Hey, So I'm not sure why this "Create" WF rule keeps failing, but I have a picklist in a task that is set by the WF rule, based on entity conditions. If the conditions are met the Picklist is set to "Yes" (the picklist has 3 values, "Yes", "No", and "N/A"). I have some OnLoad code that checks this value, and if the Value is "Yes", a function that captures the Click "Save As Complete" event throws an Alert and prevents the action. Thing is, the Workflow rule doesn't set the field and if I go to the Workflow Monitor, I see this error: Update: [My Field] = Yes | [Date/Time] | Fail | Error code: 80041103. Query Builder Error. No Attribute. I have not altered/added/removed any of the Picklist values after creating this Rule, nor did I change the Display Name, Schema Name, or Lable Name. So what gives?? --MD Tag: workflows Tag: 97464
  - 5
    - Fax Integration Can anyone pls give some idea on how stable and successful is fax integration in Microsoft CRM ? Of course I will be using the SBS 2003. I have read the documents but just want a general opinion on the 'practical usage' in realtime environment by someone. Thanks Tag: workflows Tag: 97461
  - 6
    - CRM Web to Lead Question Hi, I have a piece of code that I found through codeplex that creates a Lead whenever an individual fills in a form on a website (found here: http://code.msdn.microsoft.com/CRMWebToLeads/Release/ProjectReleases.aspx?ReleaseId=294). Unfortunately, this code was made for 3.0 and I'm having trouble getting this working for 4.0. Has anyone had any success getting this in for 4.0? Any help would be greatly appreciated. -James Tag: workflows Tag: 97459
  - 7
    - CRM Live 4.0 Customizations Import Does any know if CRM Live 4.0 has the ability to import customizations from a hosted environment? I tried importing customizations from a 4.0 RTM VPC to CRM Live and ran into a bunch of errors. Is there a tool I might need to use to get this in? Tag: workflows Tag: 97458
  - 8
    - Archiving tracked emails - CRM 3.0 and Outlook 2003/2007 I've been searching for some confirmation on this subject with no luck. I hope I can get some experienced help on this question. What happens to tracked emails in the CRM database when we move the original email off of the Exchange server and into an archive folder? We're trying to develop an archive strategy for our users' mailboxes and we've been led to believe that if we archive the emails out off of the Exchange server, they will then be removed from the CRM database. Does anyone have the answer to this? Thanks in advance, Mike Gschwind Tag: workflows Tag: 97446
  - 9
    - Email reminders in CRM Is it possible to set up email reminders in CRM if you are not using the Outlook client? I am using the CRM 3.0 web client and I need to send out emails when I get certain information about certain clients. 1 week later I need to email the same people again with another document, and a week after that another document. Any help would be appreciated. Tag: workflows Tag: 97445
  - 10
    - Service Selection Rule in CRM 3.0 not being obeyed Hello, I've got a strange problem with CRM 3.0. I've got a service selection rule set up to select resources in such a way that it should be the least busy from any site from a resource group. The thing is that the allocation of sessions is definetely not being done to the least busy site. In fact, some sites only get allocated sessions when the rest of the sites are full and have no more available sessions. The facilities in the resource group are identical apart from the site and business unit. Should they all be in the same business unit? Any ideas? TIA Tag: workflows Tag: 97443
  - 11
    - Struggling with resource allocation and services I'm trying to implement the last stage of our CRM and that's the scheduling of resources. We offer services to clients but the resources vary considerably. I started by defining services and adding specific resources. This works ok but if I try and add an extra resource (like a record deck) I get an error as that resource isn't specified in the service. If I try and make a service with all the possible resources in it and then select specific resources I have the problem that the service has to define either a specific number of resources or all of them. Is there an elegant way of defining a service with selection rules that will let me select any number of the resources linked to it? Thanks Tag: workflows Tag: 97442
  - 12
    - Purge Workflow Logs Hi, I cannot purge my workflow logs. If I try to purge them from the Workflow Monitor they never go away. I have tried running the SQL script that I found in the Optimizing CRM 3.0 document which purges the workflow logs and it fails. I have run other scripts from this document with success. Does anyone know how to get rid of these? The Optimizing CRM 3.0 document clearly states that letting them continue to grow is not good. Tag: workflows Tag: 97439
  - 13
    - CRM 4.0 Campaign Activity - Undeliverable Email So here is my dilemma. I have CRM 4.0 and the Exchange E-mail router set up. The exchange e-mail router is set up so that users may use the forwarding mailbox for receiving e-mail or they may use the e-mail router if they supply their credentials. All outgoing mail is configured in the e-mail router to use the Exchange SMTP server. All of this is working fine. Now my overall goal in all this is to allow me to send a Campaign Activity of type e-mail to a marketing list. I want all undeliverable messages (the message is bounced back) to show up in the Failures section rather than having them show up as Sent in the Email Messages Created section of the Campaign Activity. Is this inherit functionality within CRM? Is there a difference in functionality for how undeliverable messages are handled between the email router and forwarding mailbox methods? Could I get a workflow to do this for me? By having undeliverable messages show up as failures I would get better reporting. I would then also be able to export the failures to excel so that I could run updates on those users to remove their e-mail addresses. RAWCRM Tag: workflows Tag: 97438
  - 14
    - crmaddin.dll Hi all, still in our pilot test phase for the Outlook Client for CRM 3.0 / Outlook 2003 and have just got another problem. Yet another user who's crmaddin.dll seems to be playing up. I've found this link that talks about the problem a bit but doesn't give me a solution that I can use... http://blogs.msdn.com/mscrmfreak/archive/2006/04/27/584957.aspx We're wanting to roll this client out on approx. 200 pcs. While the unistall CRM client, redo the Windows profile, re-install CRM client method does work, we clearly can't apply the same solution each time one of the users loses the possibility to use the CRM client menu. The Roll Up 2 has been installed on his pc. Apparently this can happen if the CRM client isn't used on a day to day basis. Surely there must be a solution for keeping it stable on a pc? Does anyone have any other ideas, please? The user does not have local admin rights and we won't be able to give them to him and the 200 other users who should have this client installed. Any help will be greatly appreciated. Thanks in advance. Christopher -- Christopher Grove Tag: workflows Tag: 97437
  - 15
    - Update multiple records I have a custom entity form setup to populate a URL field with the record's URL upon a save event. The problem is that I have over 600 existing records that need the URL to populate. Is there any way to populate this field without having to access and save each record individually? Tag: workflows Tag: 97435
  - 16
    - CRM v3.0 Security Requirement? Hi, We currently have 'read only' access for all CRM users for all Accounts in CRM. This is what the business required so they can easily check if an account already exists in the systen (ie help avoid duplicates being entered). The business now have another requirement where they wish to keep the above - but - also have want to have a small number of accounts that are only visible by a small number of sales people (ie sensitive accounts). Is it possible to set security up to accomodate this? Any help would be appreciated. Thanks, Tony. Tag: workflows Tag: 97433
  - 17
    - Want to enable "Direct E-mail via Mail Merge" in MS CRM 3.0 When i push the Direct E-mail via Mail Merge : YES-option in the MS CRM 3.0 system it just goes back to "No" when i refresh!? Rolles and so and are fixed and ready! Is there any other way to change it to "enabled"? Regedit? a config file? Tag: workflows Tag: 97432
  - 18
    - Error Loggin onto CRM 4.0 Hi, We have an issue bringing up CRM 4.0. We've been building out the Service Scheduling area last week, and now we get this (Dev) error when we attempt to log in: The Key specified to compute a Hash value is expired, only actived keys are valid. Expired Key: CRMKey(Id:...long GUID...) The full stack starts at the Microsoft.Crm.CrmKeyService.ComputeHash(CrmKey key, Guid scaleGroupId, HashParameterBase[] parameters) Has anyone seen this? --MD Tag: workflows Tag: 97429
  - 19
    - Just upgraded test 3.0 install to 4.0, weird error when opening account? We are working on a full implementation to crm 3.0 in our office. Still working out some of the bug there. So, we decided to upgrade our test box to 4.0, so we can see if any of the bug we are having are worked out in 4.0. It appears that maybe they are... YAY :) But, when i open an account in 4.0, i get an error box that i have to hit OK 4 times, then everything is alright, and i can see the account, and check everything out. here is the error that is in the bottom of the pop up: http://127.0.0.1:5555/companyname/_common/error/dlg_error.aspx?hresult=Not%20available&errmessage= Thanks in advance... this NG has help in more ways than you can imagine!! Tag: workflows Tag: 97428
  - 20
    - CRM 4.0 - Implementing sales process as an opportunity workflow Hi, My customer has very complex sales processes that must be implemented in crm. I've created a workflow on the opportunity but run into several problems. 1) My customer must be able to skip stages (or better, jump to or start the process in a particular stage). I it was possible to skip in the old crm 3 sales process and I've read its possible in CRM 4 but I can't find a way to do this. How do I skip a stage? 2) Is it possible to show what stage they are in without viewing the whole (complex ) workflow under "workflows"? Of course, I can add a field and update it whenever you enter a stage but are there better ways to solve this? 3) The CRM 3 sales process waited until all tasks in a stage was completed before proceeding to the next stage. It also updated the probability of a sale. I can't find this option in CRM 4. Do I really have to create a "(wait for activity to complete OR wait for activity to be cancelled)" for every activity and add a "sett field 'probability' to n%'" in every stage? What happends if the user deletes the activity? Will the whole workflow become corrupted/defunc? 4) Is there a way to skip a step in the workflow? It seems to me the old sales process was far better than the new workflow-approach to sales processes. Am I missing something? Tag: workflows Tag: 97425
  - 21
    - View using attributes of several tables (entities schemas) Is it possible to set a view that is made of more than one entity in CRM 4.0? This is for display and lookup purposes not for reporting. It requires to have an option to choose in the check boxes attributes of the entity that is in database relationship with the entity that the view is being done from. Tag: workflows Tag: 97424
  - 22
    - Error while installing languega pack, CRM 4.0 Hello, I installed succesfully the german language pack for crm. When I try to activate this languega pack over the Webinterface i get an error. The application log tells me this: Source: MSCRMWebService Description: MUI Provisioning failed. Error: Thread was being aborted. Any ideas? I searched in previous entrys here, but wasn't able to find a solution. Thanks! Regards Rene Tag: workflows Tag: 97423
  - 23
    - MSCRMAsyncService eating up all CPU performance Hi, We now have implemented a couple of single server/processor 4.0 installations. But often (on 64bit OS) we see MSCRMAsyncService eating up all CPU and a lot of memory from time to time; making working with CRM impossible. Could not be that the service is bussy on something, because CRM is installed from scratch with no data. Anyone? Tag: workflows Tag: 97422
  - 24
    - Oppertunity recalculate and estimated revenue issue I have CRM 3.0 and the oppertunity records for booking records for our jobs. Currently we've been attaching them to training courses and automatically having the fee copied into the est revenue field. I'd been ignoring the system or manula calculation option. However I'd noticed that choosing system calculated and clicking recalculate or closing and opening the record was wiping my previous est revenue figure. I've gathered that this function looks at any "products" associated with the booking and places that value in the est rev field. Is it possible to control the scope of this system calculate revenue function to include services or anything else or will it only work for product? Thanks Tag: workflows Tag: 97421
  - 25
    - email attachment to multiple recipients, CRM 4.0, marketing list email attachment to multiple recipients: Can this be done in CRM 4.0? Using marketing lists should enable sending attachment to multiple recipients. What is the solution, in terms of using the given customization GUI in CRM 4.0? 10x Tag: workflows Tag: 97420
- Next
  - 1
    - Enterprise server with multiple organizations Scenario: Organization has CRM 4.0 Enterprise version with three diffrent organizations. Goal: When CRM user goes to meeting with their client, they want "the big picture" of the customer data from all of three CRM environmets. Question: Is it possible to build report, that gathers data from multiple CRM organizations within one Enterprise server? If so, how many licenses/user is needed? Tag: workflows Tag: 97419
  - 2
    - Configuration of Microsoft Outlook Client 4.0 Hi every one, I have installed Microsoft CRM outlook Client 4.0 but unable to Configure it. I am confused as to what to specify for Intranet and External Web Address because it gives me the error " Unable to connect to the remote server " So i would like to know what are the steps to performed after installing the Client and before Configuring the Client and what to fill in the Address of Intranet and Web Address. Do we have to make the the server IFD enable? Thanks in Advance Tag: workflows Tag: 97415
  - 3
    - microsoft.crm.setup.server.add service accounts to sql access grou Installing CRM 4.0 on a clean machine Win2003 SP2, SQL server 2005 SP2, IIS 6.0 all with default settings. I receive "green checks" but during actual CRM installation it fails with the following error: "microsoft.crm.setup.server.add service accounts to sql access group action" Any ideas? Tag: workflows Tag: 97406
  - 4
    - Error code 80040204 event on CRM server caused by workflow errors seem to be caused by rules owned by CRM users with Admin rights and invoked by them. What account should run the workflow services? Manual run of these automatic rules seems to work. Tag: workflows Tag: 97404
  - 5
    - Outlook client not loading Some (but not all) of the Desk Top clients hang when they try to load the CRM Plugin. The process of loading the plug in gets as far as "Propagating Lanuguage" and then it hangs. We have tried to run the diagnostics tool but it fails to run. Tag: workflows Tag: 97403
  - 6
    - Sending CRM email when outlook has multiple accounts Here is my setup: I have an outlook user (2003) with an exchange (also 2003) account and a pop3 account in their profile. The exchange account is the default account. CRM (ver 4) is set to use outlook as the sender. When email is sent from the CRM web interface it goes out over the exchange account, I need it to go over the POP3 account. If I try this with just the POP3 account it works with out problems, do I have to change the default account to the POP3 account? Is there a work around to tell the CRM which outlook account to use? I would rather not change the email setup as most of the email is still sent via exchange. Tag: workflows Tag: 97402
  - 7
    - crm outlook client cant go back online I have one outlook client from a CRM 3 to CRM 4 upgrade that was successfully upgraded. The client is an offline client and configured for syncing. The installation and configuration of the outlook client was successful, however, when i went offline for the first time, I could not go back online, and havent been able to get back online since. I get an error message that reads: The Microsoft CRM command bar could not be loaded into Microsoft Outlook. Restart Microsoft Outlook and try again. HR=0x800a01a8. Context=. Function=CAddin::HrInitializeUI. Line=142. For more information, see Help and Support Center at http://go.microsoft.com/fwlink/events.asp. When i restart Outlook i get the same behavior. I have ran the diagnostics wizard without success. Any suggestions are highly appreciated! Tag: workflows Tag: 97401
  - 8
    - In Account Overview report, increase display of Contacts from 10 to Hi all, I am making a custom version of the Account Overview report and, among other changes, increasing the number of Contacts displayed from 10 to 20. This is the code that I found that does it: "=IIF(Fields!fullname.Value = "(Limited to 10 contacts) - - ",ReportItems!txtlimited10con.Value,Fields!fullname.Value)" Can anyone please tell me how to change it to do what I want? If I change the 10s to 20s and I build I get this error message: "The value expression for the textbox 'txtAddcontacts' refers to the report item 'txtlimited20con'. Report item expressions can only refer to other report items within the same grouping scope or a containing grouping scope." I couldn't find much help for ReportItems. What I understand is, supposedly, there is a report item out there of type textbox called "txtlimited10con" that has a value of 10. Thanks, Mohamed Tag: workflows Tag: 97400
  - 9
    - Outlook Client for MSCRM 4.0 with Multi-tenancy We are experiencing an interesting issue when setting up multiple organizations in MS CRM 4.0 with the Outlook Client. If you are in the <default> instance everything is fine, BUT if you are in another organization you can not setup the outlook client. The only way that we have found to accomplish this is to have the user in the <default> organization and the disable them and have them in their organization then everything works. Does anyone have any ideas on this topic? Thanks. Tag: workflows Tag: 97398
  - 10
    - Wow I'm so close to getting this installed and now this error :-( I finally got the issues figured out that was keeping the install from proceeding and was happy to see the install moving along and then this popped up. Action Microsoft.Crm.Setup.Server.RegisterSbeComponentsAction failed MicrosoftHealthMonitor namespace not found. Installation of CRM Server Alerts in Health Monitor is aborted Abort Retry Ignore Can anyone tell me what this is and if I should Abort Retry or just Ignore Cheers, -- Chris Holub MCP CCNA Tag: workflows Tag: 97396
  - 11
    - Import More Address with Data Migration Manager Hi, I try to import additional addresses for accounts without any success. (Account and contact import works fine). I got the following error during import: "An error has occurred. Please see the log file for more information." and "An unexpected error occurred." How could you import more address to account? Thanx, Miklos Tag: workflows Tag: 97394
  - 12
    - CRM Career Opportunities I am currently doing a huge volume of recruitment within the Microsoft Dynamics / MS CRM arena for a variety of clients, I would really appreciate it if you could provide details of anyone you know with relevant skills and experience, please pass on my details or provide me with a contact. Any referrals would be appreciated (and if successful rewarded!!!!) You can help!!! Do you use an industry focussed forum? If so, please feel free to post or mention my details. Also could you please advise of competitors, publications, journals, websites, conferences, events, exhibitions etc.. relating to MS CRM Projects, I am keen to research the industry and potentially advertise so I am keen for any information regarding this. -------------------------------------------------------------------------------- Office 01925 25 5929 Please pass on my details to anyone you think may be interested - any successful referrals will be rewarded. I look forward to hearing from you. Please contact if you require any further assistance. Cheers Atsoi Charway Lead Consultant Recruitment Team telephone +44 (0) 1925 255929 email atsoi.charway@alexmann.com web www.alexandermannsolutions.com Specialists in international recruitment process outsourcing and talent management Pre Sales Consultant â?? Microsoft Applications â?? You will be responsible for the consulting and technical expertise for pre-sales analysis and discovery of customerâ??s business requirements. Working with a variety of clientâ??s, you will design and build effective proposed solutions using technology from the Microsoft application portfolio (Microsoft Dynamics CRM, SharePoint Server, Performance Point Server, SQL Server 2005, BizTalk Server). All applicants must have a solid consulting or development background and be: â?¢ Confident in presenting complex technical products or services in a pre-sales environment â?¢ Able to enthusiastically demonstrate technology to articulate how customers would benefit and achieve ROI. Preferred technical skills include .NET (C# and VB), Microsoft CRM, SharePoint, Java, SQL and SQL Server. This is a challenging role for an experienced pre sales / bid work professional who can demonstrate the relevant technical expertise. MS CRM Cons â?? Project Managerâ?? Working for a Winner of the Microsoft Partner of the Year award, your role will be to deliver complex Microsoft Customer Relationship Management (MS CRM) deployments to a varied client vase. Applicants must have: â?¢ Proven Project Management experience in a Consultancy environment â?¢ Business analysis expertise - working with customer personnel to establish business process requirements Experience of the following would also be an advantage: â?¢ Knowledge of Microsoft CRM / MS CRM / MS Dynamics â?¢ Exposure to differing project methodologies (Waterfall, DSDM, etc.) â?¢ Experience of pre-sales â?? carrying out high level design, feasibility studies, etc. â?¢ Background in IT development Successful within the role will lead to increased responsibilities, better financial benefits and excellent career development. CRM Consultant required: We are looking for a highly experienced CRM Consultant who is confident at approaching solutions from a business and technical perspective. You will be able to demonstrate business analysis, pre sales /bid work, project management and consultancy skills with Microsoft Dynamics (MS Dynamics) or Microsoft CRM (MS CRM). This is an integral role within a well established and reputable systems integrator. MS CRM Technical Consâ?? Due to growth and new opportunities, we are looking for two talented CRM Technical Consultants to join a successful and expanding MS CRM team. All applicants must have: Programming experience, ideally using one or more of the following: â?¢ .NET Framework 1.1 (C#.NET / vb.net) â?¢ SQL Scripting â?¢ XML/HTML â?¢ JavaScript Experience of building complex integrations, probably using: â?¢ BizTalk â?¢ Web-services â?¢ Other middleware (such as Scribe) Experience of the following would also be an advantage: â?¢ CRM solutions, particularly Microsoft CRM â?¢ Scribe Insight â?¢ SQL Server 2000/2005 â?¢ Microsoft Certified Professional This is a role for technically gifted individuals wishing to apply their skills to the design, build and deployment of complex solutions based on Microsoft Dynamics CRM. Microsoft CRM Technical Analystâ?? This is an exciting opportunity working within an established Systems Integration business. You will be providing technical expertise to the Microsoft CRM delivery Team. Success within the role will require: -Programming experience, ideally using one or more of the following: â?¢ .NET Framework 1.1 (C#.NET / vb.net) â?¢ SQL Scripting â?¢ XML/HTML â?¢ JavaScript and/or -Reporting Experience, using one or more of the following: â?¢ SQL Server Reporting Services 2000/2005 â?¢ Crystal Reports Experience of the following would also be an advantage: â?¢ CRM solutions, particularly Microsoft CRM â?¢ Scribe Insight â?¢ SQL Server 2000/2005 â?¢ Microsoft Certified Professional This role represents an excellent entry for those looking to progress their career the world of MS CRM Consultancy. atsoi.charway@amiqus.com Tag: workflows Tag: 97392
  - 13
    - History of Currency Exchange Rates inside CRM 4.0 hi @ll, i am currenly looking for an isv having developed an add-on for crm 4.0, which contains the history of currency exchange rates. can somebody enlight me here please? thanks in advance, fritz --- Fritz Theiss Tag: workflows Tag: 97384
  - 14
    - How to figure out which email addresses are undeliverable? Hello! Could you please answer the question or give me the link to it. Question: Pretend there are customers who have emails that don't work anymore. It means that when i try to send emails to them, the server replies that such an email doesn't exist anymore. How can i figure out about such contacts and mark them as undeliverables? Thank you very much in advance! Tag: workflows Tag: 97376
  - 15
    - "an unknown error has occurred. retry the action" When going offline? I searched the NG before posting, so here goes.... We have a user that is having a problem with going offline with CRM 3.0 running with Office 2007 Pro, on XP Pro. I just installed this yesterday for him while he was in the office, and he was able to go online, and offline with no problems, multiple times. Now he is home, and cannot go offline, while working through the VPN? he is able to use CRM through the Outlook Client, but when he clicks the "go offline" button, he get the "an unknown error has occurred. retry the action" error. Any help would be greatly appreciated, as we have been having some unusal errors with this implementation.... Tag: workflows Tag: 97373
  - 16
    - Mail Merge: Label Hi, we tried using Mail Merge to create labels. Everthing is fine, but the activity is only written to one account ? Is this a known issue ? Kind regards, Roland Pleli Tag: workflows Tag: 97368
  - 17
    - Duplicate Detection Quiting too soon Greetings, and thank you in advance for considering this: In my CRM 4.0 system, when I run the tool duplicate detection for the entity Leads from the toolbar within the [Sales] Leads list screen, the duplicate detection process runs successfully, but only gives me up to 12 matches before it stops. Once I match up those duplicates, I can run the duplicate detection tool again and get 10 to 12 more duplicates before it successfully quits. This can go on and on. I'd really like to troubleshoot what is causing the detection algorithm to quit early instead of processing the whole list of 9400+ rows. My Duplicate Detection Rule for the match is as follows: Base Record Type, Matching Record Type: Lead Attribute Criteria Last Name Exact Match ZipCode Exact Match Birth Date Same Date Status Exact Match (Open) First Name Same First Characters=3 Does anyone have any ideas as to what is causing this behavior or how to troubleshoot it? Tag: workflows Tag: 97364
  - 18
    - CRM 4: Plugin does not fire from an Appointment I have created a simple test Plugin which simply writes the calling entity name to a text file. I am using the Plugin Registration Tool 2 and have registered the Plugin Step as: Create; Appointment; Post Stage; Synchronous; Server; Parent Pipeline The Plugin does not fire!!!! However if I register using the same settings but change the Primary Entity to Account or Contact, the Plugin fires without issue. Please help, this is driving me mad. Here is my test code: public class ExchangeConnectorPlugin : IPlugin { public void Execute(IPluginExecutionContext context) { try { DynamicEntity inpEntity = (DynamicEntity)context.InputParameters[ParameterName.Target]; //if (IsAppointment(ref context)) Debugger.WriteLineToFile(inpEntity.Name); } catch (InvalidPluginExecutionException ex) { Debugger.WriteLineToFile("Exception:"); Debugger.WriteLineToFile(ex.Message); } catch (Exception ex) { Debugger.WriteLineToFile("Exception:"); Debugger.WriteLineToFile(ex.Message); throw new InvalidPluginExecutionException(ex.Message, ex); } } } The Debugger.WriteToFile is simply my own static class which utilizes a simple StreamWriter. Regards, Gordon Tag: workflows Tag: 97363
  - 19
    - No Attribute - CRM 4.0 Hi, I have this error on two deployments. 1. When I try to delete Account, I get error "No Attribute" 2. When I try to merge Accounts, I get error "No Attribute" Anyone know what the issue is here? I have tried to find the reason with no luck. Tag: workflows Tag: 97360
  - 20
    - OWA Drafts Issue Hi all, we have Exchange 2007 now and I have found that if someone leaves Outlook open with the CRM client then any messages sent via OWA/Activesync will remian in the drafts. If you close Outlook they stay there and have to be manually resent. It seems people on the msexchange.org forums have seen this too but I don't think anyone has posted here.... Any solutions? It is quite an easy thing to test if you have Exchange 2007. Tag: workflows Tag: 97353
  - 21
    - CRM 4.0 Email Router: This message has not yet been submitted for Hi All, I know that there is other thread about this, but the thread is closed without solution. I have configured user setting to send out the email using email router. The email router has been configured properly. But, it seems that it takes forever to get the email sent out. When the email activity is opened, there's a message: "This message has not yet been submitted for delivery". But, when I restart the CRM Email Router (Windows Service), the email is sent immediately, and subsequently, the message in email activity dissapear. Is it necessary to restart the CRM Email Router Service every day/time to get the email sent? Regards, Gunady Ng Tag: workflows Tag: 97352
  - 22
    - Install CRM 4.0 in cirtix Hi, Is there anywhere a guide for installation of Microsft crm on citix enviroment, and where can I download the client. -- Best regards, Anders Jeppesen MCP, MCTS, MPV KEYZONE ApS Tag: workflows Tag: 97351
  - 23
    - crm usage statistics how could I generate crm usage statistics? for example by user, type of action, crm area, etc Tag: workflows Tag: 97350
  - 24
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How do you create a workflow if you are using the web client instead of the
email client of crm 3.0?

RE: workflows by RonaldL

RonaldL
Thu Mar 13 07:13:02 CDT 2008

Hi jackie,

The workflows are defined on the server. You should log in to the server on
which CRM is installed. There you can start the workflow manager and start
creating workflows.

Hope this helps,
--
Ronald Lemmen - MSCRM MVP
Avanade Netherlands
http://www.ronaldlemmen.com/

"jackie" wrote:

> How do you create a workflow if you are using the web client instead of the
> email client of crm 3.0?

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