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Microsoft CRM - Activity customization / publishing

Microsoft CRM - Activity customization / publishing

Activity customization / publishing

Posted: 26 May 2004 08:17 AM PDT

Thanks Matt,
I guess my next question is exactly what "hard-coded"
means (other than Microsoft wont let us alter them
easily). The activity forms refer to the specific sequel
table (Activitybase)and the objects found there.
Shouldn't there be a way to add a field to refer to a
different object or add atleast add a value to a picklist?

Also, the object id on the formeditor is the same, yet the
form seen in the editor and the crm are obviously
different. Do we know where the CRM draws its current
activity forms from? It seems as though there should be a
solution to be found, and from the looks of it microsoft
had atleast begun to develop some customizable parts for
the activities.

--Erik

 
follow the same design as 
forms that are specific to 
to publish the changes, 
to the activity table, 
to show up without an 
actually broke when I did 
<microsoft.com> 
fields 

Can I install on One Windows 2003 Server

Posted: 25 May 2004 11:56 AM PDT

dont really see any problems there... it should work just fine..



"mikieg_99" <etypemedia.co.uk> wrote in message
news:talkaboutsoftware.com... 

Anyone installed c360's Activity Summary customization?

Posted: 25 May 2004 10:18 AM PDT

We use it and we're very happy
We've been running it for 6+ mos

No problems

----- net wrote: ----

I was just requested to insall c360's Active Summary customization an
need to know if anyone has any input that I need to be aware of

Pitfalls, errors, problems, etc..

Thank you

Outlook client synchronization

Posted: 25 May 2004 09:54 AM PDT

I am new to MSCRM. My questions might be basic for you and if you
don't want to answer I would suggest please don't read my posts. I
guess this is the forum where you can get your answers to your doubts.
I started reading about MSCRM only this month. My customers have
certain requirements which I need to answer quickly and reasearching
on your own takes a lot of time. Let me tell you that I have been
reading the guides and I have passed the Application exam and
preparing for the second test. Don't just say guides...give me the
links/pointers to start learning about customizations.

I have the following posts, let me get your expert comments on them:

1. I have a post about creating a view for shared contacts. Let me see
what you have to say for that if that sounds very basic to you. What
will be the fetching criteria.

2. A workaround for creating checkboxes, not an ISV product. Don't
just say this feature is not supported, wait for next release. That is
not the kind of answer the customer wants to hear.

3. A workaround for creating multiple level drop down boxes.

Thanks.


<microsoft.com> wrote in message news:<126fb01c442e6$d588a530$gbl>... 

CRM error

Posted: 25 May 2004 08:56 AM PDT

I already tried that, but I still get the same error.

 
host" to the netbios 
message 
the 
message 
users 
have 
website 

Manual Rule doesn't work

Posted: 25 May 2004 06:16 AM PDT

I have a case create rule which includes only on step to exec sub process
which is a manual rule that have one step only to create an activity

Can you integrate MS CRM with SharePoint Portal Server

Posted: 25 May 2004 12:36 AM PDT

Thanks John

I'll look into this and see if I can get it to work.

Redeployment tool

Posted: 24 May 2004 06:01 AM PDT

Thanks John, the link you gave works fine.

Leads with multiple contacts

Posted: 21 May 2004 01:53 PM PDT

Lee; there are a number of ISVs who have build custom solutions that do what
you require:

www.salentica.com
www.c360.com

Dave


"Lee" <com> wrote in message
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Changing password in Crystal Reports

Posted: 21 May 2004 01:51 AM PDT

You can rebuild the crystal database and therefore reset the crystal
password. Which version of crm are you using?


"Martin Gallagher" <com.nospam> wrote in message
news:com... 
the password if the password is lost.