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Microsoft CRM - how to customize pick list such as industry

Microsoft CRM - how to customize pick list such as industry

how to customize pick list such as industry

Posted: 09 Jul 2004 02:38 AM PDT

Thanks for the fast reply!

I know I have to map the attribute. My problem is that the id in the 2 lists
are not the same! Is it possible to have the same id in both lists and if
yes, how?

Example:
Industry picklist of Accounts
ID | name
1 | "building industry"
2 | "more"
....

Industry picklist of Leads
ID | Name
2 | "building industry"
3 | "more"

CRM maps only with Id's so I have a problem when I convert a lead with
industry ID 2("building industry") to an account, the account will have
"more" as the value.

"Cameron" <microsoft.com> schrieb im Newsbeitrag
news:com... 
(say Accounts) and then select the field you want to edit and then change
properties - you can change the pick list items there. You will need to map
new items in the Schema manager if you want them to come across from Leads
to Accounts. 
an 
in 
adapt 
accounts? 

Finding the right MICROSOFT.CRM.PLATFORM.PROXY.DLL

Posted: 09 Jul 2004 01:15 AM PDT

Yes it is. However I didn't reference System.Web.Services, so that was the problem. Thanx anyway!
--
Appa Dev, Norway


"Jon" wrote:
 

Mail Merge for Quotes

Posted: 08 Jul 2004 05:16 PM PDT

Robert,

Are you using IE ? You don't get quote mail merge in IE.
You have to use Sales for Outlook client and then the
direct mail option becomes a mail merge option. Your
alternative is to look for a third party add on for IE
that would allow this.

Peter. 
problem. 
merge for quotes? 
nospam> wrote in 
version 1.2.. 
has been included in 
procedure at all! 
well, if so how is it 
hotmail.com-nospam> wrote in 
already has a fix for 
FamilyID=8f88c6e5-5fb1-414d-8c23-
b1bb95afe815&DisplayLang=en 
message 
a MS kb 
(http://support.microsoft.com/default.aspx?kbid=831206) 
the same. I would 
a very standard CRM 

PostURL calling Web Service

Posted: 08 Jul 2004 02:02 PM PDT

Thanks Ed :)

changing it to return a string ..

public string CreateAndSendEmailActivity(.........your
parms....)

Worked!! The process is finishing now :)

thanks,
Loreeta

Some contact GUID's fail contact.Retrieve()

Posted: 08 Jul 2004 01:44 PM PDT

"John O'Donnell" <com-nospam> wrote in message news:<#phx.gbl>... 


Yes, i can access them through CRM.

MSCRM Nightmare

Posted: 08 Jul 2004 11:48 AM PDT

We have terminal server installed with no problems at all
with v1.2

looking for crm courseware

Posted: 08 Jul 2004 09:44 AM PDT

John O'Donnell wrote: 

Now there are the following four sourses online:

8018A Microsoft Business Solutions CRM 1.2 Installation and Configuration
8019A Microsoft Business Solutions CRM 1.2 Application Professional
8020A Microsoft Business Solutions CRM 1.2 Customization
8309A Microsoft Business Solutions CRM 1.2 .NET Tools to Extend CRM

--
Jürgen Beck
MCSD.NET, MCDBA, MCSE, MCT, MVP .NET
MCP CRM Application/Installation/Customization
www.Juergen-Beck.de

Post-Callout issues

Posted: 08 Jul 2004 09:43 AM PDT

EventMask is equal to one in all Entities on the Entity
table. Like I said, I have exactly the same settings for
all entities!
 
Entity table? 
escreveu na mensagem 
and 

CRM installation stoped with error msi cannot be installed

Posted: 08 Jul 2004 04:30 AM PDT

we has same issue but on windows server 2000.
we had some problems in our DNS on the DS machine.
we fixed it ran it again and it worked next time...
its weired since it donst sound like something to do with DNS but it
worked...
so check ur DNS
hope this helps

Regds
Ashfaq

"ss" <microsoft.com> wrote in message
news:298cf01c464df$09619050$gbl... 

Web Access failed for machine other than WinXP

Posted: 08 Jul 2004 01:51 AM PDT

No, got "The page cannot be displayed" error. It can't be the permission
error because I've tested the login on the WinXP machine and it works
alright.

However, the machine can access other application (e.g. Sharepoint Portal
Server) that resides in the same server as CRM.

Regards,
JM

"John" <com> wrote in message
news:phx.gbl... 
checked 
Windows