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Microsoft CRM - Assigning Cases...

Microsoft CRM - Assigning Cases...

Assigning Cases...

Posted: 25 Aug 2005 03:41 PM PDT

Thanks Matt, I guess somethings are just not have difficult as they first
appear.
Surprised I missed that under actions.

Thanks again for your help

"Matt Parks" wrote:
 

paste to field

Posted: 25 Aug 2005 12:47 PM PDT

That would be Ctrl + V to paste (Ctrl + C is copy) ;)
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"chainbucket" wrote:
 

Workflow E-mail from field

Posted: 25 Aug 2005 12:32 PM PDT

Hi Matt,

I actually miswrote the question. Presently, we have workflow rules that
sends e-mails based on the Opportunity Object which populates the ‘From’
field with the record owner’s e-mail address.

We have placed a picklist in the Opportunity Form allowing the account reps
(Opportunity Owner) to assign a manager. For Example:



Picklist Value â€" Picklist Text

1 â€" John

2 â€" Jack

3 â€" Joe



When the e-mail updates via workflow is triggered, we are trying to modify
the ‘from’ field. Ultimately, we can query the picklist, associate an e-mail
address value, and plug it into the ‘From’ field in the e-mail message. For
example:



If opportunity.CFDfield.value == ‘1’ then strEmailAddress = “com”

If opportunity.CFDfield.value == ‘2’ then strEmailAddress = “com”

If opportunity.CFDfield.value == ‘3’ then strEmailAddress = “com”

Perform Subroutine to Send E-mail



The value of strEmailAddress then plugs into the ‘From’ field in the e-mail
message being triggered in the Subroutine


--
JDMcDonnell A+ MCP Certified


"MattNC" wrote:
 

CRM "inadequacies"

Posted: 25 Aug 2005 09:04 AM PDT

Unfortunately, that is a common situation. There are a lot of companies out
there who claim to know the product, but, unfortunately, it is quite easy to
become "certified" and claim you can implement it. This product is not like
other MSFT products, you need to address it with a different mindset.

v1.2 can be successful, but only in the right situation. There have been
numerous instances where the product was oversold by an overzealous VAR and that
has tainted the products reputation. We try to be very clear about the out of
the box limitations during the sales process to avoid these situations.

BTW, Not sure there would have bee less custom work needed, but the difficulty
of that work might have been much less complicated with more experience. I have
seen approaches to custom code that would make your head spin wherne there are
some very streamlined ways to extend the product.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Thu, 25 Aug 2005 11:33:11 -0700, "KYTFLYR"
<microsoft.com> wrote:

Thanks...we're "pregnant" now and stuck with it. Our VAR (way) over promised
and (Way) underdelivered. It's turned in the joke about why Hell is so hot,
it didn't look that way originally......that was the demo.

Our VAR's (pretty much) given up on everyday functionality issues and is
focused on the non-functioning of their "custom" work. (Psst, I think if they
really understood CRM better there'd a been less "custom" work......)

It will be a looooooooong "few" months.

I appreciate the feedback.

"Brandon" wrote:
 

CRM server will not get though internet

Posted: 25 Aug 2005 06:48 AM PDT

Hi,

An article that might help you out is this one:

How to set Microsoft CRM on the Internet on default Port 80 when other
sites are running on port 80 (858798)

If you are using Microsoft Small Business Server and using the ISA server
piece, you may have to configure ISA server to let the web request through.


I hope this helps you out.

Kind regards,
Mike Christl

Microsoft Online Partner Support


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Schema Manager - Date field not working

Posted: 25 Aug 2005 05:40 AM PDT

Hey Dave,

Thats a pitty, but thank you for the information.

Jefferson

"Dave Carr (dave- no com" wrote:
 

ZIP/PostCodes and CRM

Posted: 25 Aug 2005 05:30 AM PDT

You can create a button on the toolbar that when clicked, can look for the
address and then fills the corresponding fields on the main form using
javascript for example.

Amir Dehnad

"Jim Prendergast" wrote:
 

MSCRM 3.0 database

Posted: 25 Aug 2005 04:35 AM PDT

Thank you all for your posts. This was exactly what I was looking for.
I do have some custom fields and have done a few customer cases also
where all of them have had custom fields in the DB. That is great news
that the upgrade will take care of them automatically.

Thanks again.

Error Message when Importing Contacts

Posted: 24 Aug 2005 10:57 AM PDT

Thanks for replying Dave. I did some more digging after posting this and
found that it was in fact my security settings. I appreciate your feedback!

"Dave Ireland" wrote:
 

advanced read-only security

Posted: 24 Aug 2005 10:21 AM PDT

In this case though, you either need to impersonate a user with Gloabl read
rights or query the database direclty as the API will filter based on user
security as well.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 24 Aug 2005 22:07:13 -0400, "Dave Ireland" <com>
wrote:

Simon;

you are correct that it can't be done out of the box (if a user can see a
contact in a view, then they can at least view the contact's details). your
best be might be to create a custom web app that queries the CRM for the
list of relevant contact fields and display the data in a simple html table.
There are lots of examples of querying contacts in the SDK.

Dave


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

Query re Microsoft CRM-Exchange E-Mail Router

Posted: 24 Aug 2005 08:56 AM PDT



"Dave Ireland" wrote:
 

Thanks, Is there any good doentation on the design and operation of this
and the other features? The product doentation on the website is very weak.

Workflow and Permissions

Posted: 24 Aug 2005 06:28 AM PDT

Yes, if it's not because of the limited permission then that really is the
solution..

"Tim Long" wrote:
 

How is Microsoft CRM Engineered

Posted: 23 Aug 2005 02:40 PM PDT

Ronald is right...

The only ActiveX Control that might be downloaded to the client/user is the
Crystal Report when it is accessed for the first time and that activex
control is not yet installed in the client/user machine

"Chris Sellers" wrote: