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Microsoft CRM - Default dropdown is Account instead of Contact - options?

Microsoft CRM - Default dropdown is Account instead of Contact - options?

Default dropdown is Account instead of Contact - options?

Posted: 30 Mar 2005 10:35 AM PST

Hey Chris:

If you're clients creating a new record from say, the Menu's "New" button,
or from the Quick Create tool, etc, the default lookup item is "Accounts",
and ther's no MBS supported way to change that.

However, your client can avoid that hassle anyway by creating new records
from within the the Contact's record.

eg, I want to create a Phone Call for my Contact "Calvin R Mason". Rather
than creating a blank e-mail, and then having to click on the lookup button,
switch "Accounts" to "Contacts" then searching for "Mason", I do it from the
get-go, by searching for the Contact, then creating the Activity from his
record.

While this method doesn't save any steps, psychologically, it's less annoying.

Outside creating new activities, if you create all new records from within
their native parent record, you can utilize CRM's out-of-the-box data field
mappings, which can reduce redundant data entry significantly. you can even
map custom fields provided the data types in both records are equal.

--Dodd

"Chris S" wrote:
 

Prepending text in the topic of an opportunity via Workflow

Posted: 30 Mar 2005 01:55 AM PST

Gill:

If I understand you correctly, the First section of Text in the Tpoic field
would be the Account name? Then you would like to have the User's name?...
I'm no too sure what you want, but there are several ways to auto-populate
this data field.

To get the Account name into the Topic field, simply Map the Account's
"Name" field to the Opportunity's "Topic" Field in the Deployment Manager.

To add any other text, I recommend using JScript in a Picklist's OnChange
event. In other words, if you want the next string in the Topic field to be
the user's name, then you would build a Picklist field on the Opportunity's
"General" tab with all of the Sales People's names. Then you add some basic
JScript code to the Picklist's "OnChange" event tab, so that the name chosen
from the Picklist is appended to the Topic Field... Something like the
follwoing would work:

var s = crmForm.CFPAppendTopic.value;
crmForm.name.value += s;

However, Workflow does have the Advantage of updating several Records at a
time, so you may want to use manual workflow, creating a rule for each Sales
Person, so'a to Append the Topic field with thier name. The syntax in "Update
Object"
in workflow is the same '+=' to Append the field with the Sales person's name.

HTH,

--Dodd



"Gill" wrote:
 

SFO offline "access is denied"

Posted: 29 Mar 2005 07:42 PM PST

Hi
I've checked the registry entry for usersecinfo and it does already
begin with 00.
I also have ran a Windows Update on the client machine and restarted
the server. The only thing I haven't installed is Service Pack 2. I
will try this now, but I hope this is not the case, as we are not too
comfortable on recommending Service Pack 2 yet.
Any other suggestions you can think of?

Thanks
Linna

sending email to email3

Posted: 29 Mar 2005 04:25 PM PST

Hi!

If you want an easier way to do this take our Add-On
WordMailMerge for MS CRM 1.2.

With this Add-On you can make this directly out of MS Word.
You will have a search window in Word to select the contacts and
make a mailmerge to email as Matt described, but you do not have to export
to excel and
make the mailmerge self.
This Add-On makes this work for you.
You can download a trial-version at www.mscrm-addons.com


--
--
Christian

com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM

"HT" <microsoft.com> schrieb im Newsbeitrag
news:com... 

Error accessing Workflow manager

Posted: 29 Mar 2005 01:01 PM PST

I just figured it out. I typed crm (host header name), and it went through.
The message was "Server is not available or it is not a CRM server.
"John O'Donnell" <com-nospam> wrote in
message news:phx.gbl... 
or 

Cases responsiblecontactid

Posted: 29 Mar 2005 12:49 PM PST

At one project we started down an interesting path - We wanted to build a
customization that would populate this field -

We wanted to have the user initially link the case to the contact record
then - optionally - click a button on the toolbar which would look up that
contact's parent company and if there was a parent company, it would copy
the contact's guid into the responsible contact ID and the parent company's
guid into the customer field - (and change the type to 1 (account))

A second button in the toolbar would reverse the process by moving the GUID
in the 'responsiblecontactid' to the customer and changing the type back to
2

Alas, we never got to it. - plans changed on how they wanted cases
associated.

If anyone has the time and inclination and wants to create this gem, you'd
be an instant hero to a handful of CRM Service users.

Scott.

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

List view customization

Posted: 29 Mar 2005 12:29 PM PST

JM,
Should be no problem. There is a well-known hack that allows you to
modify any CRM view.

1) Open SQL Enterprise Manager and enter this query against your MSCRM
DB:

select top 10 * from savedquerybase where name like '%order%'

2) You'll see the Order Product Associated View (Existing) - copy the
SavedQueryID GUID in that row.

3) Using the CRM Customization tool, double click on any view (My
Accounts; it truly doesn't matter).
4) Hold down the CTRL key and hit the N key. CTRL/N will give you the
address bar
5) Replace the GUID with the GUID you just copied. In the URL, it says
?id={GUID}. Just select the stuff inside the brackets, and hit CTRL/V
to paste your Order GUID in.
6) Your Order Product Associated View will appear. Modify as usual,
Save.

Voila, you have a custom Order Product view... No IISRESET, it's just
there... It's a wonderful thing... Kudos to whoever first posted this
solution, I've used it everywhere.

Good luck,
Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST - an auditing solution for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com

Distribution Database Grown Very Large

Posted: 29 Mar 2005 10:02 AM PST

Scott, I would like to add that I generally run DBCC OpenTran against the
Database to check for any transactions that have not been written to disk.

You could use the dbcc shrinkfile command to reduce the size of the LDF
file, or detach the database and reattach it. This creates an new Transaction
file.

Then I shrink the database.
/;>


"Scott Sewell" wrote:
 

Snap-in failed

Posted: 29 Mar 2005 08:41 AM PST

Joe,

Afraid it may be time for a support call with MBS. I can't think of anything
else to try.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 30 Mar 2005 13:45:11 -0800, "AZCRM" <microsoft.com>
wrote:

Nothing is working ... I get the Snap-in error when trying to load the
Deployment Manager ... all services are running. As I said, this was all
working fine and then one day it stopped. I really thought it had to do with
the Administrator login but you say that shouldn't cause this so I'm really
lost at this point. Is there any other things I can look at? Permissions,
security, logins, domains, etc.

What could have caused the system to just stop working?

Thanks,

Joe

"Matt Parks" wrote:
 

flag individuáls in crm

Posted: 29 Mar 2005 07:27 AM PST

Goran,

This sounds like something I've configured for one of my clients. We
added a custom tab and section called "Interests", and added a series
of check boxes (in Deployment Manager, add boolean fields).

Users can then check the individual items of interest for each contact.
Using Advanced Find, you can then generate a list of all people who
have an interest in "pc" and/or "monitor", for example, and send them
an email...

Particularly when working with Contacts, you need to be careful not to
add too many (large) fields or you'll bump against the SQL table size
limit. Booleans (implemented as check boxes in the GUI) take up less
space than the picklist (integer) fields. HTH,

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com

isv.config spontaneously rolls back to random date!

Posted: 29 Mar 2005 06:38 AM PST

The install puts a copy of it in the program files files dir. If the version
that you were getting wasn't that original version, then it probably came from
an import of a customization file.

As for why it does this, I can't say. There are benefits to having a backup
copy of the file, but then I wish the doc recommended modifying the "backup"
version and then "publishing" so that this was avoided.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 30 Mar 2005 09:36:29 +0100, JB <else> wrote:

Thanks for that. So when does that backup get created? As I have never
created a backup there I presume there is some automated process that
should be creating this backup but when I published the version that
was brought in was out of date; in the example I noticed it had
ignored all changes for about a week.

It also begs the question why it does this? Changes in isv.config need
not have anything to do with changes in deployment manager so why on
Earth would CRM decide to restore a backup, let alone restore one
which predates the current isv.config!

On Tue, 29 Mar 2005 11:28:36 -0600, Matt Parks
<com> wrote:
 

CRM and SecurityRole

Posted: 28 Mar 2005 10:02 PM PST

Dears,

thanks in advance for any reply.

In fact there is something terribly wrong with the roles in CRM.
Cause i am facing a problem till now i haven't found solution to it.

Users are not able to login, except for the administrator account.
Also adding new role to this account is possible but nothing changed,
no new functionnalities.

Once a user try to connect using IE 6, using Active diretory account,
the famous dialog "account, pass & domain" pops up. once insert those
fields it pops up once again. in the crm server, i can see in the logs
that this account have logged and privileges checking and then log off.

means that previleges are missing. thing which i don't understand,
specialy that everything is configured as it must be.

People can use Active directory accounts, login directly into other
network services without using account & pass, example Exchange mail
accounts, and so on.

And why just the administrator account who can login ???

have you ever face such problem ?

in fact i have post this here cause it's role and privileges issue you
are discussing here.

Best regards.

Mouad MISRAR
misrar.mouad_at_gmail.com

Is there a workaround to reaching the CRM database limit for a rec

Posted: 28 Mar 2005 08:43 PM PST

Yes there will. There are 2 major changes that will help here in CRM 2005.

1) All custom attributes will be moved to an extension table, so you will have
the full 8k for your own fields.

2) You have the ability to add new tables that can be related to the CRM
infrastucture. So, you can add another table with the same PK to hold even more
fields.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 29 Mar 2005 17:05:06 -0800, PeterH <microsoft.com>
wrote:

Thanks Matt
Do you know if there will be any better solution included in the next
version of MS CRM to be released later this year (MS CRM 2005)?

"Matt Parks" wrote:
 

Contact View, Notes & Attachment

Posted: 28 Mar 2005 08:21 PM PST

HT:

Check out this German Add-on Product for Categorizing your Attachments:

http://www.mscrm-addons.com/Default.aspx?tabid=32

I think it's exactly what you're looking for. If not, Customer Effective has
some good solutions for more efficient document attaching and file management
integrating with SharePoint (probably the better way to go, as the
attachments aren't bogging down you SQL production server)

As far as your Standardized Notes Title thing, running custom SQL Scripts is
easier, but not always supported by MBS, so it may not be the best way to go.

You could create Manual workflow that would create a new note with a
standard title (since workflow is specific to the entity in which the
workflow is initiated, you can do different standardized titles for each
entity). Only thing is that the user would have to run the Workflow rule,
then go into notes, select the one that was just created to fill in the body
of the note. This may prove to be difficult because the only field Notes have
to search on is the title... If they are all the same, who would know which
not is which?

Therefore, I suggest you employ an activity roll-up product like Customer
Effective's Interactions, or c360's Activity Summary. This gives you all the
granularity (grid view-wise) that you wish you had with Notes and
Activities...

--Dodd


"HT" wrote:
 

User deleted from active directory, how to take CRM license back

Posted: 28 Mar 2005 07:01 AM PST

Hi Bilge,

Your issue has been addressed in hotfix http://support.microsoft.com/default.aspx/kb/892550

Thanks,
Indira

This posting is provided "AS IS" with no warranties, and confers no rights. You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

Login problems for Report Manager: IIS settings issue?

Posted: 25 Mar 2005 04:54 AM PST

microsoft.com (Shawn Nulph) wrote in message news:<phx.gbl>... 


================================================== =============================
This is the error message:

---------------------------
URL: http://localhost/reportmanager/LogonError.htm

In order to use Microsoft CRM 1.2 Report Manager, you must enter the
user name and password for Crystal APS, and the name of your Crystal
APS Server (your Microsoft CRM server). Contact your system
administrator for the account information, and try again.

----------------------------

When I use the server name (instead of local host) for the URL, the
same error message shows up.

What is the alternative?

Thanx.

Basman