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Microsoft CRM - Adding a field on a new tab

Microsoft CRM - Adding a field on a new tab

Adding a field on a new tab

Posted: 03 Mar 2005 05:55 AM PST

Thank you for the help.

One additional question.

I want to be able to select several different values but I dont want to go
in to the schememanager everytime I need to change a value.

This is what I want:

Course 1: Yes No
Course 2: Yes No
....

Then I want to be able to add courses and delete course as new courses come
and old ones become obsolete. Similar to how categories in outlook can be
used.

Mattias


"Datapac" wrote:
 

HELP ME!!!! - Run the Adventure Works Cycle Sample Data Import Wiz

Posted: 03 Mar 2005 05:27 AM PST

I'm sorry but i did a mistake, i installed it under ADVENTURE WORKS CYCLE.

but when i run the Adventure Works Cycle Sample Data Import, i've got this
error message :

"This wizard is intended to import "Adventure Works Cycle" sample data
only.
It cannot be run with the Microsoft CRM deployment currently selected.
To run this wizard, you must first install Microsoft CRM under the
organization name "Adventure Works Cycle."

what can i do, could you give me more solutions!!!

is this wizard is very important? What is this wizard do?


Thanks to reply




"Sean Fullerton" wrote:
 

Domain Controller and Crm

Posted: 03 Mar 2005 05:05 AM PST

because it is not supported or "bad" ?

"Sean Fullerton" wrote:
 

How to receive all incoming Mails in CRM

Posted: 03 Mar 2005 01:11 AM PST

In implementation guide there is a note:

Note: E-mail sent between users on the same Exchange 2000 or Exchange 2003
system (intranet e-mail) will be processed by the Router only if it is sent
from a Microsoft CRM client.

I guess such behavior was caused by mechanism used when saving message in
Exchange store. I suppose it differs for internal and external messages. Of
course you can use separate mail server or develop your own exchange store
sink to accomplish routing for internal messages sent to particular mailbox.

In general i think that "support for routing of internal messages" would be
"nice to have" feature for the next version of CRM.

Have a nice day.

Renatas,
Tietoenator Consulting, UAB.

"Stefan Ossowski" wrote:
 

Unexpected error in CRM when sending e-mail

Posted: 02 Mar 2005 08:39 AM PST

Yes it does change my comment. It now goes to "I have no idea". :)

Can you copy the contents of the email, delete it, and resend it?

"Keener" wrote:
 

case "customerid" field

Posted: 02 Mar 2005 08:11 AM PST

On Wed, 2 Mar 2005 16:11:13 -0000, "Alistair Fay"
<com> wrote:
 

In the schema the accountid is set to the customerid if the case is
associated to an account and the contactid is set if the case is
associated with a contact. You cannot have both at the same time it is
either/or 

No you cannot add the accountid and contactid fields to the forms.
There is also another field responsiblecontactid which you cannot use
either. 

The Case and especially Contract functionality as it comes out of the
box is relatively useless except for simple scenarios and we have had
to use the SDK to build additional relationships and other features.

The easiest way to do what you want is to link cases to contacts
rather than accounts and a) use the SDK (see
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/crmsdk1_2/htm/v1d2microsoftcrmversion12sdk.asp)
to create a simple ASPX page to "rollup" cases to account and b)
amend the report to do the same simply joining account->contact->case


Julian Sharp
Vigence for MS CRM in the UK

Can nost close Opportunities

Posted: 02 Mar 2005 08:07 AM PST

Mistake #2...
I should not have posted this message here. I thought I made a mistake on
this posting. I though it was another entry I made earlier.
I've been sick and very slow in the head lately...
Maybe the admin to this site could delete these 2 entries?

-Eric

"Eric Rist" wrote:
 

Why doesn't SFO Mail Merge allow Custom Fields?

Posted: 02 Mar 2005 07:44 AM PST

On Wed, 2 Mar 2005 07:44:47 -0800, "Darryl"
<microsoft.com> wrote:
 

That is the way it was built. If you ask MS the typical answer you
will get is that it is "by design" which means they aren't going to do
anything about it

There are a lot of WHY has this been done/not done when you get into
MSCRM. I think it is a great product in many ways but deeply
frustrating in a few areas.

Julian Sharp
Vigence for MS CRM in the UK

Automatic Rules and Slugs

Posted: 02 Mar 2005 03:04 AM PST

On 2 Mar 2005 03:04:56 -0800, "Bouffont" <com> wrote:
 

Workflow rules can be initiated automatically. When you create a rule
you can specify if it fires on Creation of the record, Assignment of
the record, Change of Status of the record, or you can create a manual
rule.

Manual rules have two real purposes; the first is for the user to run
through Actions->Apply, and the other is as a sub-rule called from
another rule.
 

It is trial and error I am afraid. Also slugs are unsupported and may
not be available in the future. 

Julian Sharp
Vigence for MS CRM in the UK

CRM for a service based business

Posted: 01 Mar 2005 09:02 PM PST

On 1 Mar 2005 21:02:30 -0800, "peterv" <com> wrote:
 

Correct 

Not unsupported but not straightforward either. You can use the SDK
and add a button which pulls up a list of sites (I guess these are
accounts or even better sub-accounts). You can the save the GUID for
the site account in a string attribute you have added to Incident. You
may also wish to save the name of the site onto another string field
on the Case form

You can then use the GUID to join back to the site account in
reporting to show which sites the case has been to
 

Julian Sharp
Vigence for MS CRM in the UK

Incident and Account.Owner / Primary Contact

Posted: 01 Mar 2005 08:26 PM PST

On 1 Mar 2005 20:26:12 -0800, "BigDumpster" <com>
wrote:
 

I don't think this can be done with a mapping. You are going to need
to use the SDK and do some coding. A simple postcallout on creation of
case to pull the primary contact's name from the account/contact and
update your field on incident would get you towards what you want. See
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnmbscrm1_2/html/mbs_crmpostcalloutsv1d2.asp

With cases you only associate one account or contact which is
incredibly restrictive.


Julian Sharp
Vigence for MS CRM in the UK

New button on CRM form/page

Posted: 01 Mar 2005 07:15 PM PST

Thanks Matt, that is a great help.

In my testing to date I have had to manually trigger a
rule to call my new webpage to run some code.
I understand these can also be triggered by events such
as data being saved or changed but I have not discovered
a way to use a customised button to call the page.

Any help would be most appreciated.

Many thanks,
Rachel

 
web page in a new window. 
For more information, 
url=/library/en-
us/CrmSdk1_2/htm/v1d2microsoftcrmversion12sdk.asp 
display, then you are safe 
directly unless you really 
of causing an issue 
help with this as it is 

Homebuilders?

Posted: 01 Mar 2005 11:19 AM PST

You should check out this CRM partner, Sonoma Partners. They did a
condo sales implementation of Microsoft CRM for Equity Residential...

http://www.sonomapartners.com/microsoft-crm-integration-services.aspx

Using Microsoft CRM for E-mail Marketing

Posted: 28 Feb 2005 10:59 PM PST

Is there any reason you cannot use the SFO e-mail template mail merge. You
can create a HTML email in any application e.g. Dreamweaver and then use the
e-mail template opening your html document. You can then insert the required
merge fields. This is the way we have set it up and it is working well.

"Billy Wallis" wrote: