Microsoft CRM - open a specific customer account via url |
- open a specific customer account via url
- MSCRM API failing with User defined fields.Help !
- Splitting leads to multiple users.......
- removing dependancies -> Opportuntiy entity
- Activities View
- Product Catalogue
- CRM 1.2 error
- Audit Using Picklist OnChange Event Javascript?
- Crystal Reports 9.2.2? Where to find
- Microsoft vulnerabilities
- Callout problems (not working at all)!
- Import Contacts
- Sales for Outlook v1.2 - can't go offline, render detail forms.
- I Can't operate workflow rules
| open a specific customer account via url Posted: 16 Feb 2004 08:12 AM PST thank you! "Tony Nguyen" <microsoft.com> wrote in message news:107eb01c3f4a9$33ee4710$gbl... |
| MSCRM API failing with User defined fields.Help ! Posted: 16 Feb 2004 03:32 AM PST Anand, The fieldname has to match excactly what is in the DB schema. The prefix that is auto-added in actually in UPPER case, so at a minimum, your field should be CFStestfield. Hoewever, if you capitalized anything in the name, it would need to match as well. If you look in the accountbase table, you can verify the correct fieldname to use. Matt On Mon, 16 Feb 2004 17:03:10 +0530, "Anand Sagar" <com> wrote: Iam programming in ASP.NET for my company's MSCRM. I use MSAPI to retrieve and update field values in MSCRM. Iam able to do it with ease by programming in VB.NET with the MSCRM object library. Eg. strUpdateXml = "<account><name>Steve Langer</name><owninguser>{19838938-705A-4AB9-BC2E-2EDD88035EE5}</owninguser> </account>" CRMAccount.Update(UserAuth, RECID, strUpdateXml) It works fine for the normal MSCRM fields LATER, I created USERDEFINED fields in MSCRM. ( with the Deployment Manager and published). The new field created can been seen in the MSCRM screen. Customization is correct. When I try to program with the USERDEFINED fields, the program fails with the message. "80041103The specified attribute does not exist on this entity.The attribute 'cfstestfield' is not an attribute of the entity 'Account'd:\mscrm\build\3017\src\platform\include\ omcore\CrmPropertyBagUtil. inl418" The code is: strUpdateXml = "<account><cfstestfield>hello world</cfstestfield><name>Steve Langer</name><owninguser>{19838938-705A-4AB9-BC2E-2EDD88035EE5}</owninguser> </account>" CRMAccount.Update(UserAuth, RECID, strUpdateXml) Why is the code failing. Please help me with ideas. Thanks, Anand Sagar. |
| Splitting leads to multiple users....... Posted: 16 Feb 2004 01:01 AM PST Richard, You can multi-select (<CTLR>-click) the leads from the list view and the use Action..Assign to assign them to another rep. Matt On 16 Feb 2004 01:01:10 -0800, com (Richard I.P) wrote: Hi, I have sales person who has 50 leads. and i have 5 users now i want all these leads to distribute among all the users of 10 each. with proper contact info of each lead... how can i achiev this with MSCRM1.2 without any integration... Regards, |
| removing dependancies -> Opportuntiy entity Posted: 15 Feb 2004 04:07 PM PST You can't remove them. Best you can do is create a tab called 'Do Not Use' and stick these suckers in there, and relable them so there is less confusion when users try to query. (Yes, this is not good news, I know.) the reason is that the recalculate button on this form auto- calculates the revenue from the opportunity products attached to it. (Unless you check the manually calculated radio button, which I guess is why that field is "system required" too. I really hope in 2.0 that NOTHING is system required, and ALL functionality is REALLY exposed... HTH, Dave -----Original Message----- however, I wish to isrevenuesystemcalculated) and the form as it for the either the Manager. |
| Posted: 14 Feb 2004 04:06 PM PST Bob, If you search this group, you can find some who have posted a way to do this. It basically involves determing the GUID for the view you want to modify and then setting up a URL to go into the editor on the view. BTW, this is an unsupported method and I haven't tried it, but it should work fine from what I've read from others. Matt On Sat, 14 Feb 2004 16:06:12 -0800, "Bob Ferraro" <microsoft.com> wrote: How do you add columns to the activities view? |
| Posted: 13 Feb 2004 05:46 PM PST Paul, Did your adminstrator have a license assigned to it? For some reason, the product maintenance only appears for users that have a license, even if they are assined the rights to maintain the catalog. Matt On Mon, 16 Feb 2004 01:40:35 +0100, "Paul" <ch> wrote: I figured it out. I was logged in as administrator. When I logged in as a user everything was revealed. Paul "Dave Carr" <microsoft.com> wrote in message news:103e701c3f330$0ecbe890$gbl... |
| Posted: 13 Feb 2004 12:51 PM PST Joseph, Did you add the CRM server to the pre-w2k access group? This is needed to allow the local system to acces SQL. Also, check the event log on both the SQL server and the domain controller. I ran into a weird problem once where there was a problem with how SQL got registered with AD and it was causing authnetication problems when trying to connect with local system. Matt On Fri, 13 Feb 2004 12:51:01 -0800, "Joseph" <microsoft.com> wrote: Hi! I have been having a rough time getting CRM to install. I finally have it installed (sort of). But now, I can't sign on with the administrator account. I recieve an error. The event log shows the following: MSCRM Platform Error Report: ----------------------------------------------------------- --------------------------------------------- Error: Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. Error Message: Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. Error Details: Details on this error have not been provided by the platform. Source File: Not available Line Number: Not available Stack Trace Info: at System.Web.UI.Page.HandleError (Exception e) at System.Web.UI.Page.ProcessRequestMain() at System.Web.UI.Page.ProcessRequest() at System.Web.UI.Page.ProcessRequest(HttpContext context) at System.Web.CallHandlerExecutionStep.System.Web.Htt pApplicat ion+IExecutionStep.Execute() at System.Web.HttpApplication.ExecuteStep (IExecutionStep step, Boolean& completedSynchronously) I've also noticed an error code in the address of the browser. It is 800404ed. This looks like a security setting problem with SQL server. But I'm not sure where else to look. ( per another post, I have checked to make sure that BOTH SQL and Windows authentication are being used). Can someone give me a clue on where this one might lie. It looks like a security issue, But, I'm not sure exactly where it lies. Thanks! Joseph |
| Audit Using Picklist OnChange Event Javascript? Posted: 13 Feb 2004 11:16 AM PST Dave, The call-out you are thinking of would be pretty straight forward. I'd recommend first getting a basic callout to work (something like the sample provided online that just puts a msg in the event viewer or something like that). That way, you know you've got the plumbing working properly. While they are easy to write, the callouts are pretty sentisitve when setting them up and can sometimes be a real pain. Once you've got the framework working, your looking at just issuing a retrieve to get the XML details of the case and then writing that info to a table. Matt On Sat, 14 Feb 2004 11:09:36 -0800, "Dave Carr" <microsoft.com> wrote: Thanks for the input Mike. I'm now wondering if perhaps a post-callout script to take the just-saved record's XML and load that into a custom table is the best solution. (I know I coudl then add a custom tab on the case to show the contents of this table for this CASE#). I know you have a great deal of experience with post- callouts. Would you be willing to give me a quick example of how a post-callout to do this might work? (That offer to buy rounds in Orlando still stands! ;-) Thanks, Dave (net_nospam) id of the current variable). For an example multiaction.js (it calls an aspx form to do this. you can add them existing fields with js it does work well. many form fields are use a post-callout. in message they required would |
| Crystal Reports 9.2.2? Where to find Posted: 13 Feb 2004 09:02 AM PST John O'Donnell wrote: || got it || || ftp://ftp.crystaldecisions.com/outgoing/TS/CC/CRPro922.zip || || its a big download and you still need a crystal 9 License Key of || course Does someone knows where to find the french version of it ? Because CR needs to be the same linguage as CRM. Regards. |
| Posted: 13 Feb 2004 08:26 AM PST Start here: http://www.microsoft.com/technet/treeview/default.asp?url=/technet/security/bulletin/MS04-007.asp SBS03 Rocks !!! "E" <microsoft.com> wrote in message news:com... ms04-007 vulnerability? |
| Callout problems (not working at all)! Posted: 13 Feb 2004 06:31 AM PST Hi ronald, I guess the problem is with the GUID that u r using for the ICRMCallout interface. Please note that you will have to use the same GUID as in the CRM SDK documentation. you are using the following [GuidAttribute("61D2E9D8-59E4-4305-819D-BA1073E44D72")] instead try using <Guid("F4233E5B-17DC-4661-9ABC-6707A9F99215")> HTH regards Rojer "Ronald Lemmen" <com> wrote in message news:OOvj#phx.gbl... you here. 32, same component further. articles EventMask the us OrigObjectXml); OrigObjectXml); |
| Posted: 13 Feb 2004 04:44 AM PST You can't. The leading solution seems to be Scribe Migrate (www.scribesoft.com). About $995 last time I looked. news:phx.gbl... creating Accounts (Company |
| Sales for Outlook v1.2 - can't go offline, render detail forms. Posted: 12 Feb 2004 07:31 AM PST I have installed the Sales For Outlook client on the machine being a member of the CRM domain (mscrm in mscrm.ardexus.com) with the same results (clicking the detail form brings up the error form). Nargis when the Microsoft |
| I Can't operate workflow rules Posted: 12 Feb 2004 07:21 AM PST I am talking about the manual workflow. after I add the workflow rule it didn't apear in the CRM system and also I can't see this rule from the workflow monitor. |
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