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Microsoft CRM - Mapping to address field in Quote, order or invoice is not working

Microsoft CRM - Mapping to address field in Quote, order or invoice is not working

Mapping to address field in Quote, order or invoice is not working

Posted: 02 Dec 2004 04:41 AM PST

Matt

Your solution works ok but the problem with lookup stays in the product
lines of anquote, order and invoice. At that satge I cannot do add related.
Maybe it is possible in a future release or enhancement to let it work with
mapping and the lookup functionallity?

Further on sorry for putting the question on more than 1 board. It was the
first time and I didn't knew exactly were to put it.

Have a nice weeknd

Fred Meier

"Matt Parks" wrote:
 

Synchronisation without Biztalk

Posted: 02 Dec 2004 01:59 AM PST

You can use Post Call Out method and Web Services, for more details look in
SDK.
Brief Summary:
1. Post Call Out : a server application level integration, After certain
events in MSCRM (Post/After Create, After/Update, After/Delete), MS-CRM
trigger a mechanism (Call Out, basically a dll built with .NET) to do any
things while sending several parameters (object type code, object id, object
record data in xml format) so you can use the information to update external
data. Post Call Out work from MSCRM => External Data
2. for two way integration, Web Service is an option, so you develop web
services to update MS CRM data base on the two dll s provided by the SDK
(platform & proxy), you must customized your external application so that
when you do Create/Update/Delete, the application invoke the web services
sending them the data you wish to synchronized to MSCRM

as per your question for scheduled synchronisation, currently i have no idea
how to do it without biztalk except developing your own scheduler, perhaps
anyone can help ? the problem is MSCRM lack documentation on how to
manipulate data directly without interfaces

hope this can help, for details please look out in the SDK

thx,

henyung

AD users not available when adding to CRM?

Posted: 02 Dec 2004 01:59 AM PST

User Manager may not show users in the AD for several reasons. We have had several questions/requests in v1x regarding this code:

1.. Is User Manager running under the context of a domain user who has access to read user properties on all the users they a trying to add to CRM. Recommended approach would be run User Manager under the context of a Domain Admin account.
2.. Are all the users in the same domain as the user running User Manager? If they are in different domains, then there could a bunch of other potential causes which I can send across once we determine that.
3.. A potential cause of the issue could be that the "userAccountControl" property on the pre-upgrade AD users has a bit set on it which is leading to our query not finding these users.
It seems that either you need to go set that property of the users in AD or as Matt mentioned create the user via the web app user tool.

We will make sure to address this issue on our next release. Thanks for the info.


"Matt Parks" <com> wrote in message news:com... 

CRM On Windows 2003 Server

Posted: 02 Dec 2004 12:53 AM PST

Thanks for answer,
I installed CRM Server using crmadmin account but this account is also have
same problem on the CRMSRV and ADSRV but it works on the client server.
I think it is problem with IIS, i have not any other website to check this.
but i test other site and it works well. I am expert for IIS so it is very
hard for me to find out problem.

Awan

"Andrew Keegan" wrote:
 

Fill a field which is not on a form

Posted: 01 Dec 2004 02:01 PM PST

I think you misunderstood what I was saying. The tabs are toggled between
visible and not visible when you click on the Tab at the top of the page. You
can't create a tab and indicate that it is not visible.

Matt Parks
MVP - Microsoft CRM

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On Thu, 2 Dec 2004 22:15:02 -0800, "Leo Rietbergen"
<microsoft.com> wrote:

Is it possible to place fields on a not visible tab?
how do I know which tabs are not visible?

Leo

"Matt Parks" wrote:
 

Outlook Integration not working

Posted: 01 Dec 2004 10:48 AM PST

One more thing....
Make sure you have installed all the "work-arounds" and updates if you are
using XP SP2. And then add your crm web site to your trusted wibe site list
in IE settings.

Alan


"Gary" wrote:
 

FetchXML help!

Posted: 01 Dec 2004 08:36 AM PST

So all that was to say that Fetch can't do what I need?

I know how to do it with multiple fetch's. That's what I said in my post.

Does anyone know how to get it in one fetch? It is a very simple SQL
Select, is it not possible with Fetch?





"Stephen Redmond" <nospam> wrote in message
news:O$phx.gbl... 

Removing the Unique Tracking Number from Subject Line of MS Outloo

Posted: 30 Nov 2004 09:09 PM PST

Which key? The MessageTagBehaviour? If that key is not present, then you can
just add it.

Matt Parks
MVP - Microsoft CRM

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On Wed, 1 Dec 2004 20:53:03 -0800, "graemelr"
<microsoft.com> wrote:


Matt,

The instructions in the KB article

his update cannot be removed. However, the feature that this update provides
can be turned on or turned off. To do so, follow these steps:
1. Click Start, click Run, type regedit, and then click OK.
2. Locate the following registry key:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
3. In the right pane, double-click MessageTagBehavior.
4. In the Edit DWORD value dialog box, do one of the following:
• To turn off the e-mail tracking feature, type 0 in the Value data box.
• To turn on the e-mail tracking feature, type Null or 1 in the Value data
box.

I am unable to find this register key in CRM 1.2

G
"Matt Parks" wrote:
 

home page

Posted: 30 Nov 2004 09:07 PM PST

Make sure you have followed all the CRM XP SP2 procedures.
Guy.
"Nathan Warner" <microsoft.com> wrote in message
news:com... 

automating functions

Posted: 30 Nov 2004 11:27 AM PST

Jim, using the workflow engine you cannot achieve this functionality.
You could write your own web service (methods described in the sdk) to
interrogate the activities of each csr and based on your criteria allocate
accordingly.
You use 'queues' - then allocate the case to the appropriate queue and have
the csr's go to the queue when they want to 'take' the next case.
Guy.

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

Problem adding a Product Mapping

Posted: 30 Nov 2004 09:07 AM PST

Working through the Opp creation process, I see that the Opp is created prior
to the OppProducts and understand that the process map I was wanting really
doesn't exist. It's always educational to see how others are using CRM, I
have read several postings about multiple currencies and I have solved that
delima for this CRM 1.2 implementation for my client. My customizations to
this CRM implementation allows multinational currency and was the reason for
my initial posting. I wanted to bring over the respective products' currency
(Pound, Euro or Dollar in a Picklist) when it was selected for an OppProduct.
I had a few issues with this that I will not explain but 2 issues were: 1)
You can't create/store read-only values very well without security in the mix
and 2) You have the ability to create Write-In QuoteProduct but CRM doesn't
have Write-In OpportunityProducts (I think this is an oversight by MSFT). To
accomodate my need for this posting, I first created a custom aspx page
written in VB.NET (not C#) and called it from a new WorkFlow Rule that I
created which is ran on the Create of an Opportunity using the Post URL
method. The custom aspx page grabs the current Exchange Rate of every
available Currency in the PickList, I store the current Exchange Rate in an
external SQL DB, then it writes records to an OpportunityExchangeRate table
in the external SQL DB. A new tab on the Opp displays another custom aspx
page that displays Write-In OppProducts and when Quotes and Orders are made,
A custom rule cascades the Write-In OppProducts down to Quote and Order
Write-In Products. The totals properly return the US Dollar Conversion amount
per line item and correctly sum the total for each object.

"Matt Parks" wrote:
 

CRM Mobile 1st time registration

Posted: 30 Nov 2004 12:43 AM PST

No, this does not resolve the problem. We have not any customized CRM yet.

/Henrik

"arif" wrote: