Microsoft CRM - accesing crm from the web |
- accesing crm from the web
- Allow developer to extend auto-numbering
- Workflow Rules Priority
- Last Phone Call Date on Lead Form
- CRM + Crystal reports
- Recover picklist numbers
- Workflow to email prior Owner as well as current?
- Missing Product Catalog Link on Settings Page
- Changing Field Name in Quotes' view
- Crystal over SSL
- Contacts Not Available Offline
- Do all fields have "onchange" event script blocks??
- "empty" picklist value
- Not all SFO Contacts are getting Account Field Populated
| Posted: 08 Apr 2005 08:09 AM PDT I don't have any other what is built within ie. "microsoft.com" wrote: |
| Allow developer to extend auto-numbering Posted: 07 Apr 2005 02:29 PM PDT I am thinking a SQL insert/update trigger that calculates the next id. of will this fry something else? |
| Posted: 07 Apr 2005 11:31 AM PDT Ket, Workflow rules can be "prioritized" by sequencing them in the workflow manager screen. However, be aware that you will also need to add a check in the other rule to not process "hot" records as both will actually fire. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 7 Apr 2005 11:31:10 -0700, Kat <microsoft.com> wrote: I have 2 main questions: 1. Is there any way to prioritize which workflow rules to use first? I set up 2 workflow rules: a. assign cases to User1 based on account = 'ABC' b. assign cases with priority = 'critical' to a queue called "HOT" When I created a case with account name = "ABC" and priority = 'critical', Workflow routed this case to User1 when I wanted it to go to the "HOT" queue. In Workflow manager, I have use the "Set order" arrows on the right to move my rules to the right orders accordingly. However, it doesn't seem to work based on the order I have set. Am I doing anything wrong? 2. I go into that new case I just created, go to Action>Assign. I see the workflow rules show up in alphabetically order and the 1st rule is selected. How can I tell which rule it's using since the first rule is always chosen alphabetically in the list? I would appreciate if you can shed some lights on this. I'm pretty confused. Thank you! Kat |
| Last Phone Call Date on Lead Form Posted: 07 Apr 2005 08:01 AM PDT Matt, You are correct in the the lead won't change, but the Activity will. You can register a callout for activites as well os the other objects. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 7 Apr 2005 08:01:02 -0700, MattNC <microsoft.com> wrote: Okay, I'm seeking suggestions here. I would really like to be able to show the date of the most recent phone call for a lead on the lead form itself, so that I could perform a search for leads whose last phone call is not in the last 30 days. So when a rep creates a phone call activity and closes it, the phonecallactivity.actualenddate needs to be posted to the associated lead form into a custom field. To my understanding, a post callout won't work, because nothing on the lead is being updated to trigger a callout event. Anyone have any other ideas? TIA |
| Posted: 07 Apr 2005 12:31 AM PDT Microsoft is wrong if you receive the Crystal Reports License error you have to restart all of the related crystal services from the Crystal Configuration Manager found in the Program Menu under Crystal Enterprise 9, I select all services holding the shift key down and click the restart button on the toolbar. Anytime you upgrade CRM licenses you have to do this or you will get the license error. Another one of the corky bugs in CRM, hopefully new version solves this a series of other issues I have found. Overall the system is clunky and too slow for most of my users. works. If you can lay as even I need it. that if i get a message reports tab on the CRM, way around this enhanced, I have also can be used to connect to enhancement made for Crystal 9. |
| Posted: 06 Apr 2005 08:20 PM PDT Yes Brian, you can fix this. Not using a table, but by modifying the xml output from Deployment Manager. I guess you´re familiar with Deployment Manager, and know how to export and import a customization file? If not, be very careful! In the exported xml-file locate the section for your "picklist". Locate the <options nextvalue="nn">, this value indicates the integer which will be used for your next added item. Change this to the value you deleted, save the file, and import the customization file again. Be sure to make a backup before you modify, etc etc... As you can see, you are able to modify your picklists in this file, but, be careful, as it can make existing data inconsistent! I have included a sample for a picklist below. <field name="accountcategorycode" requiredlevel="na" defaultvalue=""> - <displaynames> <displayname description="Customer rating" languagecode="1053" /> </displaynames> - <options nextvalue="14"> - <option value="10"> - <labels> <label description="A - Focused" languagecode="1053" /> </labels> </option> - <option value="11"> + <labels> <label description="B - Normal" languagecode="1053" /> </labels> </option> - <option value="12"> - <labels> <label description="C - Other" languagecode="1053" /> </labels> </option> - <option value="13"> - <labels> <label description="D - Partner" languagecode="1053" /> </labels> </option> </options> </field> |
| Workflow to email prior Owner as well as current? Posted: 06 Apr 2005 06:21 PM PDT C'mon Dave.... "hundreds of thousands (probably millions)" ??? I find it hard to believe that it would cost that much to build. If it did, you wouldn't be charging $50-$150/user. ;-) But I will give you this, I'm sure it would be cheaper to buy unless there was a huge user count and/or you value the dev time very cheaply. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On 7 Apr 2005 12:27:21 -0700, "Dave Carr (dave- no com" <com> wrote: C'mon Chris, Come join the Visionary family of happy VAST customers! First, if you really consider $50-$150 per user to be expensive, please send an email to me at dave-(no spam)com to discuss.(we do also have volume licensing programs I'd be happy to discuss with you.) Second, all of the Micrsoft people I've talked to (over a dozen at Convergence, including Alex Simons, the Product Manager for CRM) said that they have no plans to include audit tracking functionality. I have the 2.0 Beta, and it definitely isn't there. so it is at a minimum 2007 before it would be there, and maybe not even then. Looking at it from their point of view, if they can point customers who need auditing at a Veritest approved ISV solution that costs a few thousand dolars for the average customer, why should Microsoft spend hundreds of thousands (probably millions) to build it? They have a lot of other fish they need to fry for the next few years. Third, VAST will help in you in more ways than just showing you the last owner of a sales opportunity. If you are truly in such a fast-paced environment, I'm sure opportunities disappear almost as fast as they appear. Do your sales managers know why the monthly forecast looks great until the last week, when all of the forecasts move out a month? Do they know who is routinely over or under-estimating their prospects? Who moves the fastest from Lead to Quote? From Quote to Close? Having this historical data that VAST provides, and making it available for loading into a warehouse and doing some really business critical analysis could easily pay for itself if you can improve your sales processes by even a small amount. As to time and effort, it takes me about 15 minutes to install it, although it might take somebody up to an hour to do it the first time. But after that, VAST has minimal IT impact. Even after you add a new custom field, once you publish it, VAST will audit changes to that new field without you doing anything else! Not only that, but if you are a public company, then you really need VAST so your upper level execs can personally certify that your internal IT systems have the proper controls in place. Or, if you are in the healthcare industry, you should consider VAST because of HIPAA; in the financial industry, you have GLBA to worry about; and all companies need to be sure they are meeting the standards of the Privacy Act (if somebody from Florida tells you not to fax them, and you do, your company could be sued for millions! It'd be nice to know who reset the flag from 'no fax' to 'fax' in that instance, wouldn't it?) So Chris, I urge you to take another look at VAST. I know we can make your users happier, and your system more verifiable, at a very low cost in terms of time/money/effort for you. Please excuse the shameless self-promotion everybody, but I couldn't let that one go by! ;-) 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 |
| Missing Product Catalog Link on Settings Page Posted: 06 Apr 2005 04:41 PM PDT Are you running Great Plains? Once Great Plains is installed and integrated to Ms CRM (using the MBS integration module) all the product catalog maintenance has to be done through GP. HTTH Gill www.opsis.com.au "monsoa1" wrote: |
| Changing Field Name in Quotes' view Posted: 06 Apr 2005 01:34 PM PDT Just a clarification, there are 2 diffent labels for the fiels on the form editor. On is used on the Views and the other for the form. it's the first one that is used for the views. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On Thu, 7 Apr 2005 05:27:04 -0700, MattNC <microsoft.com> wrote: If you change the name of the field on the form (Home > Settings > System Customization > Quotes > Edit Form) then the column name will be changed in associated views. Matt Wittemann http://icu-mscrm.blogspot.com "com" wrote: |
| Posted: 06 Apr 2005 10:35 AM PDT Yeah, that's probably the next step. I'll post back if I ever figure it out. Matt Wittemann http://icu-mscrm.blogspot.com "John O'Donnell" wrote: |
| Contacts Not Available Offline Posted: 06 Apr 2005 07:23 AM PDT No. Everything seems to work fine in the web client. One thing that I did notice though, after going offline and then coming back online then going back off again from the Sales for Outlook client it does not go offline the first time I click go offline. However, the second time I attempt to go offline it works. This also seems to create 2 new merge agents whenever I view the SQL server replication monitor. I'm not sure exactly how this is supposted to work but it would seem to me that the merge agent should be able to be reused and not recreated. This may be a separate issue but I wanted to make sure that I provided as much info as I could. "John O'Donnell" wrote: |
| Do all fields have "onchange" event script blocks?? Posted: 06 Apr 2005 06:37 AM PDT Hi Scott, I am working on one of the Pro versions of CRM. I have customised some forms, and written a web-portal that will let clients create Incidents (cases) over the internet,... but I'm afraid that I have not had much to do with CRM workflow yet. Can you point me in the right direction please? Many thanks, Simon |
| Posted: 06 Apr 2005 05:43 AM PDT Meanwhile I solved the problem. You do not have to create an "empty" value in the picklist values. Just set the default value to NULL value and everythng works fine. "Borsics János" wrote: |
| Not all SFO Contacts are getting Account Field Populated Posted: 05 Apr 2005 12:47 PM PDT Yes, when you open the web MSCRM app, then account field is populated withthe correct account name. What is weird too, when the client is offline, you can populate the account field from the list, but when you go back online it is removed again, not updated. Any ideas to resolve it? Thanks, Brian Corbet "John O'Donnell" wrote: |
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