Pages

Search

Microsoft CRM - Creating an Account from a contact

Microsoft CRM - Creating an Account from a contact

Creating an Account from a contact

Posted: 15 Jun 2004 02:05 AM PDT

The only other option I can think of would be to develop a custom ISV type page
that did this type of "add".

I am curious though as to why the PostUrl didn't work. In theory, this should
be able to do what you ask. You would need to query the newly created Contact
to see if it is associated with an Account. If not, then you should be able to
create the Account and tie the Contact to it. The hitch though would be to make
sure you have a field in the Contact form to hold the naame for the new Account.

Matt Parks

----------------------------------------
----------------------------------------
On Tue, 15 Jun 2004 05:00:12 -0700, "lindad"
<microsoft.com> wrote:

Try having them create a Lead instead and then convert the
Lead to an Account and Contact. 
which 

need example code to get the contactID from SFA/conts/edit.aspx...

Posted: 15 Jun 2004 01:45 AM PDT

Thanks for your Advice!!!

But how can I get the ContactID out from the URL and save it to
another table in SQL Database? I try to make an extra Button
"Attachments" and I want to save the ContactID with the path of the
file to my new table "ContactAttachment". This is seriously a problem
for me. Do you know a way to do that?

Thank you!!


Daniel


"Emanuel" <microsoft.com> wrote in message news:<com>... 

Convert Oportunity to Account

Posted: 14 Jun 2004 07:17 PM PDT

Ian,

What is the opportunity associated with? When you create it, it needs to be
associated with either an Account or a Contact, that's why there isn't an option
to do this type of convert.

You might want to consider using the Lead object as that will then support the
conversion you are looking for.

Matt Parks

----------------------------------------
----------------------------------------
On Mon, 14 Jun 2004 19:17:51 -0700, "Ian" <microsoft.com>
wrote:

We are using CRM 1.2 Sales with Standard License, and
would like to convert an Opportunity to an Account. (We
don't have the option to convert Opporunities to Sales
Orders, Invoices, or Quotes in Standard.) I can see in
the Deployment Manager where to create the custom mapping
from Opportunity to Account...but there are no menus
within the application to kick-off this functionality.

Would this be a fairly easy customization, or would it be
like, advanced customization?

If this is more complicated, does anyone know if this
functionality might be included in next release?

Thanks,

Ian

Email to Queue for Internal Emails

Posted: 14 Jun 2004 10:05 AM PDT

interesting idea. Keep in mind though the both hotmail and yahoo have been
known to block crm specifc emails becuase of the guid.
"kat" <microsoft.com> wrote in message
news:1c2e001c45236$172e2bf0$gbl... 

MBS Website Dog Slow

Posted: 14 Jun 2004 09:56 AM PDT

the MBS site has been particularly slow today however its only a temp thing
as normally its at least usable if not fast.


"Vinícius Pitta Lima de Araújo" <com.br> wrote in message
news:phx.gbl... 
information 
slow? 
for 

SFO Contact

Posted: 14 Jun 2004 08:26 AM PDT

Let us know what you find. I have not found in FAQ and
having a similar problem.
Ed 
the 
problems 
from 
when 

Grid Error cause by CRM User

Posted: 14 Jun 2004 07:06 AM PDT

Is not much data. I already deleted and re-import and the same error
occurred, but this time I imported data for more than one user.
This time I can see with no problems the activities imported, but not the
accounts and contact. However, with the dialog for select user, contact,
account or oportunity (eg.: for a appointment) I can see the contacts and
accounts imported.

I am very confused now. :) Can you help me?

About the user:
I don't setting nothing for this user. I tried reassign a license for him.
Finally, I removed manually the user. I know who that is not a good idea,
but I am testing and will reinstall.

Thank you for the help and sorry my shuffled english. :)
[]'s
Vinícius Pitta Lima de Araújo

"Matt Parks" <com> escreveu na mensagem
news:com... 
easily 
user is 
other 
If so, 

Customizing Activities view

Posted: 14 Jun 2004 06:02 AM PDT

You can also develop your own solution by going through
the SDK 
Everyone 
see 
all 

Reporting fails from outside of the router

Posted: 14 Jun 2004 04:44 AM PDT

John: Anything unusual about your setup? I haven't tried this yet, but just took Microsoft's word for it (I know, that wasn't very bright, but I'm a trusting person). We have a client who may not go with Microsoft CRM because of numerous reasons, but this was one of the big ones. I guess I need to try it out to see if we can duplicate your success...

"John O'Donnell" wrote:
 

how to get the ContactID from ContactBase to another table

Posted: 14 Jun 2004 04:34 AM PDT

Are you created the button in the edit form or view?
If you created the button in the edit form, the right contactId will be
passed with the url...
However, if you created the button in view form I think who you can't get
the selected contact Id. You must make your own view page with this
function.

PS. Where are you from?

Hope this helps.

[]'s
Vinícius Pitta Lima de Araújo


"Daniel Lutzenberger" <de> escreveu na mensagem
news:google.com... 
news:<com>... 
..aspx?oid={xxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxx} 

report print paper format

Posted: 13 Jun 2004 08:50 PM PDT

na, printer is set to a4 and prints all other stuff we print prints into a4

"John O'Donnell" wrote:
 

How to make a custom grid work like a CRM grid

Posted: 10 Jun 2004 02:29 PM PDT

To take the processing away from the server, you should
also check out some javascript sites for sorting columns
and to handle the click events.

You will find the examples at www.csharp-corner.com very
simple but once you get your head around the working
samples you will be able to change it to mirror crm's
grids.
 
X. I would 
good book on 
There is an infinate 
to get some pointers. 
in message 
do 
Such 
on 
I 
appropriately. 
page 
row