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Microsoft CRM - Easy way to copy fields?

Microsoft CRM - Easy way to copy fields?

Easy way to copy fields?

Posted: 27 Jun 2004 08:49 PM PDT

I know I can do this manually, I was inquiring if there
was a way to automate the process since each one takes a
decent amount of time. If not this would be a handy
feature to have in 2.0 and just have you "promote & link"
a field from say Leads to Contacts. This way you don't
have to worry about typos and instead of Create Lead Data
+ Create Contact Data + Link Them, you could
just "Promote" the fields you want copied and linked.
Because this doesn't just apply to contacts and Leads,
but I may have to do the same for opportunities and/or
Accounts, which will take forever!

- Ari
 
then create mappings 
schema manager. 
always I recommend you 
production box as you 
message 
by 
Lead 
then 

web services!

Posted: 27 Jun 2004 05:58 AM PDT

oops copy paste don't work so good
this is the link i meant:

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmemailactivity.asp
cheers



"Silverwing" <microsoft.com> wrote in message
news:com... 
mscrm 

Add User Under CRM Failure

Posted: 26 Jun 2004 10:29 PM PDT

Salim:

I used our company as the OU and didn't install the same database. Our license is under our company. I didn't set anything up for Cycle Works config since this is a real installation.

"Salim" wrote:
 

User Tracking

Posted: 25 Jun 2004 10:53 AM PDT

I would really like to see a feature in crm which tracks everything a user
does. Perhaps a single entry in a table that says something like

on 06/12/04 user John O'Donnell [23923nj32498024] saved account record
[1212112] etc
ie a logging feature where you could choose the level of details you wanted.
If we have more post callout events in version 2 it may be possible to write
a tool to track this soft of info. It would be great when a user reports an
issue if we could see what they were doing. I find the errors CRM posts to
the event logs less than useful as they tend to be just exception errors
from the .net framework



"Mark Uy" <microsoft.com> wrote in message
news:2189b01c45ae6$1cec6990$gbl... 

Exchanger Server Installation

Posted: 25 Jun 2004 08:38 AM PDT

See inline:

thanks again for your help

"Peter Lynch" <com> wrote in message
news:phx.gbl... 
domain? -- Yes, in one domain -- 
Server -- 
Command line window "Registration Binding" -- 
could not initialize -- 
the 
setup 

Tax Schedule Set Ups

Posted: 25 Jun 2004 07:54 AM PDT



I was thinking of GST, PST that type of thing. Do you know
if there are plans to add this feature to the product? I
know if I were a CRM user that is a feature I would expect
to be included. Would a consultant be able to add a
special field to the forms that could do this calculation
and add it to the total?
 
support for taxes at 
message 

Users of a BU cannot close workflow activities

Posted: 25 Jun 2004 01:29 AM PDT

Thanks Mark....

What do you mean "license keys"? If you mean role privileges, it is not the
case, I have tried everything...
Where can I edit the ASP.NET user of the CRM server?

Best Regards,
Elena

"Mark Uy" <microsoft.com> wrote in message
news:210ed01c45ac0$a3a1d810$gbl... 

Timezone and format

Posted: 25 Jun 2004 12:19 AM PDT

Peter,
Thanks for your reply.

When i was changing the due time associated with an
activity i observed that the modifiedon value is same as
the GMT while the scheduledstart is different though I had
given the due time to be same as the current time.

Below are what is shown in the application and in the
database.

In Application : Due : 06/25/2004 4:00 PM

Database :

<scheduledstart>2004-06-25T23:00:00Z</scheduledstart>
<modifiedon>2004-06-25T10:20:23Z</modifiedon>

For the above eg., the scheduledstart should be very close
to the modifiedon since i modified around 3:50 PM.

Regards,
Venkat
 
(the Z at the end 
enabling an user to 
user settings 
current 
time. 

New To CRM

Posted: 24 Jun 2004 02:33 PM PDT

I found the c360 document 'Sales for Outlook Explained'
very helpful.

http://www.c360.com/SFO.aspx

Good luck!
 
environment you mainly 
Outlook" (aka SFO) 
these will be 
is a Offline button, 
instance (installed during 
changes, and when 
and your data will 
need to have had 
tools for Outlook, 
to do just about 
profiles. You just have one 
the machine via the 
tools in 

Workflow Manager not working

Posted: 24 Jun 2004 01:49 PM PDT

Thank you very much. That was it. I was logged onto the
server as the administrator and not me as a user (who is
a domain admin, but also has a CRM license).
Additionally, I had to add CRM as a trusted site.

Thanks again.
- Bill 
of 
must 
gives 
it 

Admin training

Posted: 24 Jun 2004 10:25 AM PDT

You can buy a training kit from Microsoft or have you admins attend either a
class or use an e-course.


<microsoft.com> wrote in message
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Link Attachments

Posted: 24 Jun 2004 08:46 AM PDT

Thank you Mark!
 
it 

Removing / Disabling export to excel button

Posted: 24 Jun 2004 02:51 AM PDT

See my reply to the same question posted on 21st June 2004
12:26PM.
 

Column titles in views

Posted: 23 Jun 2004 06:35 PM PDT

You can access a number of display attributes (such as
column heading), formatting (decimal points) , min/max
values and whether the field is required by customizing
the related form and adding the new field to the form.
The form is the anchor so to speak of the above
attributes. It seems strange that this information is not
included when you define the field in the deployment
manager given that it seems to fall into the category of
meta data. Incidently I found that you cannot add a
schema field to a view without first adding it to the
form.

Activity modified date

Posted: 23 Jun 2004 01:01 PM PDT

How would I go about doing this?
 
such as account etc 
you could not have a 
the same view. You 
achieve this 
in message 
the 
account 

Remote Deployment

Posted: 23 Jun 2004 11:48 AM PDT

Matt is correct and you also need a DC that is a global catalog server at
your remote site as CRM will use if heavily.


"Matt Parks" <com> wrote in message
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issues 
want 
manner and