Pages

Search

Microsoft CRM - Address field from Account to Contact

Microsoft CRM - Address field from Account to Contact

Address field from Account to Contact

Posted: 13 Dec 2004 01:43 PM PST

Yes, the contact exist underthe Account
Yes, this what I trying to achieve

Do you know how this is possible to create

"John O'Donnell" wrote:
 

SFO Client Synch Issues

Posted: 13 Dec 2004 12:27 PM PST

Kim,

I appreciate the tip, but the security service is started as I can acecss
the site through IE without a problem. Also there are around a half dozen XP
users running SP1 that can use SFO with no problems.

Regards,
Sean

"Kim" wrote:
 

Finding Leads

Posted: 13 Dec 2004 03:45 AM PST

The Find box on the Leads screen will return leads that are open. If you do
not add a parameter to the Advanced Find specifying only open records, you
will get all Leads with last name of Smith, open and closed
(qualified/disqualified).

Matt Wittemann
http://icu-mscrm.blogspot.com

"Lee" wrote:
 

Knowledge Base Search not working

Posted: 13 Dec 2004 03:06 AM PST

Thank you Aaron,
I will check everything you mention and let you know.

Regards,
Elena

"[Aaron Elder]" <net> wrote in message
news:%phx.gbl... 

error trying to install MSMQ

Posted: 13 Dec 2004 01:39 AM PST

Thanks Mike, It is installed on the Domain Controller computer.
Any other idea.

"Mike R" wrote:
 

Activity Appointment Closed automatic

Posted: 13 Dec 2004 12:36 AM PST

As far as I am aware there is no option to reactivate closed activities?

I wish there was as I am receiving constant complaints about it.

"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
Server 
expand 
cannot 
be 
they 

Activity on custom entity?

Posted: 12 Dec 2004 08:46 PM PST

I guess that's what I was getting at.

We are already making use of the sdk, just not for creating unusual activity
items.

"Guy Riddle (Snapdragon)" <guy@(nospam).mscrm.com.au> wrote in message
news:phx.gbl... 

CRM and Sharepoint integration feature pack

Posted: 12 Dec 2004 12:35 PM PST

Not familiar with this feature pack.
What exactly are you trying to do with sharepoint? - the crm pages are URL
addressable and therefore you can directly add links to the crm pages from
sharepoint.
Guy.
"sherry" <microsoft.com> wrote in message
news:com... 

payments under Invoices

Posted: 11 Dec 2004 01:19 PM PST

no good news but Thanks.

maybe then it's possible to at least create a lookup Invoice attribute, that
will grap the info from accounting database? So i could see on the invoice
form the actually payed sum?

Thanks

"Guy Riddle (Snapdragon)" wrote:
 

DTS

Posted: 10 Dec 2004 11:49 PM PST

Rick,

For cdf_Account, the trigger that should create the cdf_Account_info records
is called p_cdf_InsertAccountInfo. You should see this if you right click on
the cdf_Account table in SQL Server Enterprise Manager, select "All Tasks -
Manage Triggers".

I had a similar problem in a test environment, to get around it I ran the
following SQL Statement, which effectively does the same as the trigger:
Insert Into cdf_Account_info (AccountId) select AccountId from cdf_Account

Hope this helps,
Richie

"Rick" wrote:
 

Technical reasons not to insert or update records in CRM SQL?

Posted: 10 Dec 2004 11:25 AM PST

It took me a while to dig that news group response up, so I've tweaked it a
bit and posted it at
http://weblogs.asp.net/mikemill/archive/2004/12/10/279692.aspx. I hope it
helps a bit.

--
Mj Miller
Technical Lead
Microsoft CRM

This posting is provided "AS IS" with no warranties, and confers no rights.

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

Reporting on user logon and time in CRM

Posted: 10 Dec 2004 07:45 AM PST

First thank you to all who replied. I assumed that this would be the answer,
I was just hoping hear the opposite. Maybe in the next release?

Regards all.

Sean

"Matt Parks" wrote:
 

emails missing from crm!

Posted: 09 Dec 2004 11:19 AM PST

No, I checked that.

"John O'Donnell" wrote:
 

Create a calendar with the CRM dll's

Posted: 09 Dec 2004 08:49 AM PST

Hello !

Look at our Site www.mscrm-addons.com there you can download a
GroupCalendar for Microsoft CRM.


--
Christian

com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar,
ActivitySummary,
Outlook-Forms for SFO,..

"Pedro Airo" <pt> schrieb im Newsbeitrag
news:com... 

Activity Error

Posted: 09 Dec 2004 07:48 AM PST

I have found the solution with help with Microsoft. I had created a custom
role for my regional sales people to limit the amount of data that would
have to be synchronized to their outlook client. In doing so, I disabled or
removed all unnecessary features. The one feature that I disabled was the
queue. Doing a SQL and SAOP trace, the failing activity would attempt to
read from the queue and couldn't. Changing the role to allow read access to
the queue fixed the problem. Not entirely sure why it worked when on-line.
Quite strange, so I wanted to pass the information along.

Tim

"Tim VonDerHaar" <com> wrote in message
news:%phx.gbl... 
ideas? 
Forms 
buttons. 

Create Letter Template for IBF

Posted: 09 Dec 2004 07:17 AM PST

Good Morning too

Thank you for your answer. I found the CrmLetter.doc on my installation.

Our Problem is, if we create a Letter from the Web Interface with "Create
new Letter..." the Template were opened and only the account name is filled
out. We want to fill out the Account Street etc. automatically too.
Do you know how i can insert new Smarttags in the Letter Document?

Thanks
Daniel


"Derek" wrote:
 

Crystal Reports Rendering Problem CRM 1.2

Posted: 09 Dec 2004 05:39 AM PST

I have also seen this when i created custom reports on large paper
sizes...they would only show correctly when exported to excel for example

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"cyborg" <microsoft.com> wrote in message
news:com... 
based 
if the 
have 

Help customizing reports

Posted: 09 Dec 2004 04:34 AM PST

Hi,

What we want is a report where we detail all the Activities per Case per
Customer, like this:

Customer 1 Grand total duration 25

Case 1 Total duration 15
Activity 1 Duration 5
Activity 2 Duration 10

Case 2 Total duration: 10
Activity 1 Duration: 10

Of course, we want to display a lot of details on each Activity and each
Case, but it's the summing up of the durations that are doing my head in...

Ideally, I would like to be able to just list the durations on the separate
Activities and pull the total duration from the incidentresolutionactivity,
but once I add the actualduration from incidentresolutionactivity to the
Case 'header', Activities data go bananas - they start repeating, showing up
with wrong durations etc.

Maybe, I'm going about this the wrong way (grouping wrong?), but I would
really like to see a data model that explains the relationships between
incident, incidententryactivity, incidentresolutionactivity and activity
objects. What is the difference between the activity object and the
incidententryactivity object?

Is there anywhere you can download sample reports that do something like
what I'm looking for?

Regards,
Jørn

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

Customisation / grid header issues

Posted: 09 Dec 2004 04:00 AM PST

ah thanks I'll give that a try. Weird...!

Simon

"Julian Sharp" <sharpuk.f9.co.uk> wrote in message
news:com... 
Search 
the 
language